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Release 6.8: Reporting, Contact Roles, and more

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  • Release 6.8: Reporting, Contact Roles, and more

    Release Date: January 11, 2013
    Version #: 6.8


    Release 6.8 may be installed through the AppExchange: [Please read the special note below]
    New Features:
    • The reporting application which was previously a standalone application in AppExchange is now fully integrated into the payment application.
    • Multiple “Contact Roles” may now be added to an “Opportunity”. Contact Roles may be set as primary or non-primary based on the SKU of the item in the basket
    • Virtual Terminal receipts may now be customized for each processed payment. Default values may be set in the C&P Admin

    Enhancements
    • Contact Record Type may be set based on the WID of the checkout page
    • Changes in the C&P Settings tabs- consolidating Opportunity & Contact tabs
    • Virtual Terminal allows for past & future dates for Invoice/ Purchase Order / Custom Payment Type
    • Change of C&P Account count from 10 to 100 in C&P Settings > C&P Account listing
    • Replacing thef US-States pick list in the Virtual Terminal with an open text field
    • Increase of Tag size for the Autoresponder

    Bug Fixes
    • Account creation with NPSP installed
    • Validation fixes for Virtual Terminal and other forms when special characters are used.

    Special NOTE:
    Please install API Class Library 1.14 prior to installation of Payment 6.8.
    Regards,
    Click & Pledge Support Department

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

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