Release 7.0: Person Accounts, Opportunity Settlement, and more

[CnP.Support]

Release date: March 4, 2013
Version #: 7.0

New Features:

1. Support for Person & Business Accounts
2. C&P Portal import as batch import into Salesforce
3. Opportunity settlement for manually added opportunities. This feature will initially only work with Opportunities and not Opportunity>Product. We will include Opportunity > Product in release 8.0 depending on the demand.
4. Virtual Terminal custom questions: Unlimited custom questions may be added to the Virtual Terminal as part of each transaction. Default questions may be added through the C&P Settings with locked or open option allowing the user to add additional questions.
5. Autoresponder for recurring transactions
6. Custom question mapping answer replacement: An additional feature is available for replacing a specific answer with another text before updating a Contact or Opportunity field. For example:
   • Question: Are you a member?
   • Answer: Yes
   • Replace it with: “Member” and add it to the “Status” field in the Contact record. Without replacement the answer YES in that field will have no meaning in the context.
   
   
7. Update Contact > Alias: Clicking a button will update the CONTACT record with the ALIAS information
8. Custom Question Mapping: Addition of Accounts to the list. Now fields may be updated in Accounts, Contacts, and Opportunity objects
9. Additional field types are added for the Custom Question matching to Account / Contact / Opportunity: TEXT, TEXT AREA, LONG TEXT AREA, RICH TEXT AREA
10. State / Country replacement: 2 character codes

Existing Feature Enhancements:

1. Auto setting for Account > Contact when NPSP is installed. C&P Settings will disable option for creating accounts and will be set automatically not to create a new account for a contact.
2. Virtual Terminal indefinite recurring: In the existing release a value of 999 has to be entered when a recurring transaction is set for indefinite. In this update a checkbox may be set for indefinite recurring.
3. Autoresponder send to a static email: Autoresponder may be set not to send the email to the Payee and send it to a preset email address. This feature was requested by a public radio station wanting to send the email to their network printer so they can mail it to the patron.
4. Virtual Terminal Decline transaction retry: Data will be saved for declined transactions so another card can be used without having to enter all the information again
5. Restrict recurring for pre-authorization of $0 in the Virtual Terminal
6. Virtual Terminal maximum transaction processed increased to: 99,999,999.99
7. Future transaction date restriction for Reference transactions
8. Validations at eVT and Change of Account number