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Release Date: October 3, 2012
Version: 5.0
Download:
Important NOTE:
New Features:
Behavior Changes:
Additional Information:
Version: 5.0
Download:
- Latest release may be downloaded through the Salesforce appExchange: http://appexchange.salesforce.com/li...0000003JGBvEAO
Important NOTE:
- Release 5.0 requires installation of the API Class Library: http://appexchange.salesforce.com/li...0000009vEKZEA2
New Features:
- Click & Pledge's Payment-as-a-Service App release 5.0 for Salesforce. New features in Payment-as-a-Service 5.0 include:
- C&P Designer - Create custom emails and templates directly in Salesforce.
- Autoresponder - Set automatic emails, receipts and messages.
- Autoresponder Queue for out of order sending of emails
- Autoresponder SMTP setup for external mail servers
- New Contact Settings - Customize your Contact creation to avoid duplicates
- Temporary Contacts for manual matching
- Quick Charge form - for quick payment processing from Contact screen
- Dynamic changing of Opportunity name based on preset format
- Addition of recurring information to Opportunity record
- C&P Settings tabbed customization
- Addition of recurring payment "Record Type" customization
- Multiple item processing with Virtual Terminal
- Addition of "Custom Payment Type" to the Virtual Terminal
- Auto-creation of Campaign within Salesforce when Campaign exists in C&P Account but does not exist in Salesforce at the time of payment
- Swiper1 mobile payment credit card processing for Android phones with contact lookup through Salesforce
Behavior Changes:
- Addition of Campaigns to individual items in the Virtual Terminal
- Addition of C&P Account numbers to C&P Settings for use in the Virtual Terminal
Additional Information:
- Online manual: http://manual.clickandpledge.com/Salesforce.html
- User Forum: http://forums.clickandpledge.com/con...nor-management
- New features video: http://forums.clickandpledge.com/con...ce-release-5-0