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Salesforce PaaS Update: SMSgiving and Enhancements

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  • Salesforce PaaS Update: SMSgiving and Enhancements

    Release Date: May 21, 2019
    Version: 9.1905190009

    Upgrade Requests: Free upgrade and installation is always available. Request it here:
    https://forums.clickandpledge.com/fo...ade-assistance - please make sure to post your Salesforce Organization ID and grant us login access to your account.

    New Features:
    • Addition of default text for issuing credit message.
    • Change of UI position of "Charge Date" in the virtual terminal to remove the options that are not available based on future or past dates.
    • Custom Payment Type: Only past and present transactions are allowed while no future date transaction may be processed.
    • Addition of Order Number to the Contact Alias record. This addition helps with identifying which alias was created based on which transaction.
    • Addition of the credit card decline reason to the C&P Transaction. The new field: "Status Detail" shows the message from the gateway in response to the transaction response. The details of a credit card decline will be listed in this field. [See: https://powerofus.force.com/s/questi...-detail-layout]
    • Resolved an issue with Tax calculations in the Virtual Terminal when a discount was being applied.
    • SMSGiving:
      • Additional information listed in the C&P Transaction for SMSgiving payments.
      • Phone numbers associated with the SMSgiving transactions are mapped automatically to the Contact's mobile phone number.
      • In the absence of email address in the SMSgiving transactions, the contact will be matched based on the last name and mobile phone number.
      • Alias records created through SMSgiving are automatically set to map to the Contact's mobile phone number.
    Last edited by CnP.Support; 05-21-2019, 11:27 AM.
    Regards,
    Click & Pledge Support Department

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