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Release 4.6: Customization and Programming Parameters

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  • Release 4.6: Customization and Programming Parameters

    Release Date: November 21, 2011
    Version #: 4.6

    Salesforce PaaS application is currently under review by Salesforce for inclusion in the AppExchange. The approval process typically takes 5-7 weeks. Once released the application will be identical to the link provided here.Install


    The version that is currently posted on AppExchange is an older version and should not be installed and is not compatible with version 4. The link for version 4 should only be used as a new installation. A data migration application is currently under development which will assist in importing data from Click & Pledge portal to the Salesforce platform.

    New Features:
    • Support of 1-to-1 and 1-to-many, as well as Person accounts.
    • Option to set up Products for each posted item instead of Opportunities.
    • Option for customizing the Virtual Terminal with default values
    • Disabling updates & creation of Contacts / Accounts
    • Pre-setting STATUS of payments for both Authorized & Declined transactions.
    • Posting of Declined transactions
    • Creating a CASE for all declined recurring transactions

    Behavior Changes:
    • Removal of Household triggers & updates
    • Removal of Household dependencies
    • Removal of Reports & Dashboards (Reports & Dashboards will be a new application and need to be installed as a separate application)
    • Removal of C&P Import: C&P Import will be a link posted to the Click & Pledge Portal and will no longer be part of the core package.
    Click & Pledge Support Department

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