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Release 8.0: Invoice, Pledge, Broadcaster, General Ledger, and more

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  • Release 8.0: Invoice, Pledge, Broadcaster, General Ledger, and more

    Release Date: December 19, 2013
    Version #: 8.1008

    New Features:
    • Invoicing
    • Broadcaster + Mail Chimp
    • General Ledger
    • C&P Pledge
    • About sub tab at C&P Settings
    • Autoresponder Designer images through Salesforce
    • Mapping options for Saving the Contact fields
    • Internal Notifications for the VT Transaction
    • Custom Question Mapping Date field variable [ Ref: SPP 504 ]
    • Adding Tax Deductible Portion $ to Opportunity & Product [Ref: SPP 686]

    Enhancements:
    • Opportunity Stage for the Preauthorization Transactions
    • Email valid characters enhancement - SPP 682
    • C&P SMTP Sender by default for sending the Autoresponder's
    • eVT updates (For Temp record process , eVT settings should work..NOT the common settings)
    • At Virtual Terminal
      • Collapsable functionality removed for the Receipt section
      • Removing Invoice as Payment option

    • At Autoresponder
      • Inserting images from Local system
      • AND /OR Conditions
      • Multi Account Selection
      • More options for Recurring Transactions
      • C&P SMTP Sender

    • Auto scheduled job record creation
    • Log order by Sent Date (at Tab , earlier its Random one)
    • Sender Email Change to User Name, instead of Settings Email Address

    Bug Fixes:
    • SPP486: Account Record Type-at NPSP Environment.
    • SPP242: At VT item Campaign CDATA Issue.
    • SPP411: In-active Sales Process Opportunity Stages are showing up at Settings area (Opportunity Settlements).
    • SPP493: Map key Test_Account_Geolocation__Latitude__s not found in map.
    • SPP495: Person Account selection- showing up contact record type also.
    • SPP497: with future date credit card/ eCheck transaction issue.
    • SPP496: At Person Account, Custom Question Map Field Settings. Are not working for Contact Object.
    • SPP498: Reports should consider Charge Date, instead of Transaction date.
    • SPP542: getting <@CnP_Convenience_Fee> in autoresponder mail receipt when if inconvenience fee is zero.
    • SPP557: Soft Credit is getting created with Tax, Shipping, Convenience and Discount.
    • SPP576: Can you make this meaningful at custom question mapping.
    • SPP588: Contact Matching for Email.
    • SPP631: SF VT loading Payment for as NaN
    • SPP633: View limit size
    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
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