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Salesforce Donor Management Release 8.3042: Patron Value Rank - Predictive Response

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  • Salesforce Donor Management Release 8.3042: Patron Value Rank - Predictive Response

    Release date: April 19, 2014
    Version #: 8.3042

    New Features
    • Autoresponder can send from the Transaction detail page (SPP 998)
    • Patron Value Rank: The global ranking of all contacts relative to various weighing parameters. (SPP993 )
    • Addition of Connect Alias as an External ID to the Contact object for Patron Value Rank calculation.
    • Patron Value Rank reports and integration with the Broadcaster.
    • Connect alias, Link to Fundraisers Global page : https://Connect.ClickandPledge.com/Fundraiser/ - Connect Global Profile
    • Addition of Account to the list of parameters in the Opportunity Naming customization in C&P Settings.
    • ContactID added to the list of merge fields in the Authoresponder.
    • Manual addition of donations to the "Connect" campaign via the Virtual Terminal.
    • Manual addition of donations to a fundraiser's "Connect" campaign via the Virtual Terminal.
    • Integration with Predictive Response (http://www.predictiveresponse.com/)
    Enhancements:
    • Bootstrap design for Settings to overcome view limit size exceed issue
    • Recurring Report Templates - add Contact Name and Installment amount (SPP1001)
    • Temporary Contact list includes the total transaction amount.
    • Inclusion of the following parameters in the error email sent in case of any error during the post:
    • Click & Pledge Account name
    • Click & Pledge Account number
    • Salesforce Organization ID
    • Salesforce UserID
    • Inclusion of all Click & Pledge installed app names & versions in the Salesforce error report
    Bug Fixes:
    • Listing of additional donations at Invoice Detail Page (SPP 1006)
    • Invoice internal alert not sending alert
    • Version Number at C&P Data for the Invoice Transactions was not posting
    • Temporary Contact not processing when Salesforce campaign is missing- payments from Connect - ( Ref: http://forums.clickandpledge.com/showthread.php?t=1591)
    • Contact Alias address zip code mapping to the state field
    • View limit size error in the Temporary Contact when more than 50 contacts were being found. A client had over 1000 contact with Brown as last name generating the error.
    • Test classes failures issue
    • Person Account - temporary contact was not showing
    • Connect fundraiser donations were not posting to the correct campaign as set in Connect.
    • Invalid date format issue, when US is not the set Locale (SPP341)
    • "Argument 1 cannot be null" when NPSP is installed and shipping country is not mapped in the C&P Settings > Contact & Account. [http://forums.clickandpledge.com/sh...ad.php?t=1703]
    • Pledge amount was not updating after a pledge. [http://forums.clickandpledge.com/sh...ad.php?t=1726]
    • Autoresponder "Transaction Date" was not showing the correct time converted to the right time zone as set in the account.
    • Virtual Terminal > Shipping Address > Copy from Billing: Under certain conditions the country does not copy correctly.
    Regards,
    Click & Pledge Support Department

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

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