Release 4.6: Customization and Programming Parameters

[CnP.Support]

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

Link: https://login.salesforce.com/packagi...4tE0000000HEYZ

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.