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  • Release 8.2000: Connect integration, enhancements, and bug fixes

    Release Date: January 17, 2014
    Version #: 8.2000

    To Upgrade:
    • Versions prior to 8.x: Please visit the AppExchange and follow the installation procedure [https://appexchange.salesforce.com/l...000003JGBvEAO]
    • Version 8.x to 8.2: Click on C&P Settings > About C&P App: Click on Synchronize and upgrade using the Update link provided. See example below:
    Click image for larger version

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    Enhancements:
    • Relationships label was changed to Connections to avoid confusion with the NPSP's relationship feature.
    • Addition of 3 additional VF pages for inclusion in the Contact Listing page: Credit Cards / eCheck, Relationships, and Manual Opportunity Settlement. These pages are in addition to the existing C&P Miscellaneous which includes all the 3 features in one VF page.
    • Connect Relationships: "Connect" platform provides relationship during the donation process. Relationships selected will post to Salesforce and will be created if it does not already exist.
    • C&P Reports - Application Name will list dynamically based on posted transactions. Custom applications will also appear in the list.
    • C&P Settings > Opportunity
      • Opportunity Customized Name - parameters include Fundraiser information
    • C&P Autoresponder:
    • C&P Invoice:
      • CK Editor for the Thank you and Declined Messages
      • Subjects at Invoice
      • SMTP
    Bug Fixes:
    • C&P Custom Question mapping text & label adjustments.
    • C&P Custom Question mapping , Date data type mismatch
    • Argument 1 cannot be null with Invoice as reported: http://forums.clickandpledge.com/showthread.php?t=1495
    • Temp records limit to 20, sorted according to Last Name / Email randomly [The sorting will change in the next update 8.3 to list email matches first and then last name]
    • Getting VF error when trying to view 'About C&P Apps' [SPP992]
    • Error: SObject row was retrieved via SOQL without querying the requested field: CnP_PaaS__XML_Setting__c.CnP_PaaS__Stage_Invoice__ c [SPP994]
    • Post install script issue with More accounts at Settings -C&P Account
    Regards,
    Click & Pledge Support Department

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

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