Announcement

Collapse
No announcement yet.

Release 7.4013: Relationships, Soft Credits & more

Collapse
This topic is closed.
X
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Release 7.4013: Relationships, Soft Credits & more

    Release Date: July 11, 2013
    Version #: 7.4013


    New Features:
    • Relationships
    • Soft Credit
    • Multi-Currency enhancements
      • Dynamic currency symbol to match the transaction currency and NOT the account currency. The feature ensures that the actual transaction always shows what currency it was transacted in.
      • Autoresponder: Currency symbol is dynamic based on the transaction currency.
    • Person Account
      • Quick Charge through Account page [SPP496]
      • Manual Opportunity Settlement
      • Virtual Terminal button
    • C&P Settings > Countries & States: Delete & Reset to remove the synchronized information.
    Enhancements:
    • Tax deductible validation - not to exceed the Total amount [SPP505]
    • Hiding Chatter users for the C&P Settings > Notifications [SPP512]
    • Contacts without State or Country may now transact in the Virtual Terminal without a default state being assigned to them. [SPP511]
    • Disabling multi-clicks with Custom Question Mapping: Multiple clicks were resulting in addition of the same item more than once. [SPP353]
    • Default Lead Source: C&P Settings > Opportunity Lead Source will be treated as the default Lead Source but it may be changed through the Custom Question Mapping area per SKU.
    Bug Fixes:
    • C&P Settings > Custom Question Mapping: System.DmlException: Insert failed. First exception on row 0; first error: STRING_TOO_LONG, C&P Custom Question Settings Name: data value too large [SPP510]
    • Future date transactions: Total charged for the initial transaction is set to $0 but the opportunities were showing the actual opportunities with the real total. Opportunities are set to $0 to match the total for future transactions.
    • Custom question/answer saved as lower case: The answers are saved with the same case as entered. [SPP430]
    Related Articles / Blogs:
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC
Working...
X