Release 8.2000: Connect integration, enhancements, and bug fixes

[CnP.Support]

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:

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:
  • Use Contact info from Transaction instead of Contact [Ref: http://forums.clickandpledge.com/showthread.php?t=1457]. This applies to email only.
• 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