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  • Recurring Donations

    We want to offer a recurring donation option on our donation form so a donor can choose either one-time payment or recurring donation. For the recurring donation, we don't want to have an option for the # of installments. It is just going to be an indefinite recurring option for either monthly or quarterly payment. How do we disable the # of installments option to just have the indefinite option available? Also, is there a way to change the verbiage 'subscription' verbiage to say something else? Thank you.

  • #2
    Hello - can anyone help with this? There is an older thread regarding this issue and it says this was fixed back in 2014. However, we are not seeing any option to only have the indefinite recurring option and to disable the # of installments field. Thank you.

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    • #3
      Good day!

      The option to show or hide the recurring is available but at this time the option for setting the number of installment is not available. Features from the portal are being added to Connect on daily basis but this option has not yet been added.

      Currently the next update deals with user permission in Connect. We will announce all changes in the news section of the forum.

      Sorry that we can't be of more help at this time.
      Regards,
      Click & Pledge Support Department

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

      Join us @ the educational webinars: https://clickandpledge.com/webinars/
      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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      • #4
        Originally posted by Support.Department View Post

        The option to show or hide the recurring is available but at this time the option for setting the number of installment is not available. Features from the portal are being added to Connect on daily basis but this option has not yet been added.
        We are not looking to set the number of installments. We just want to disable that option and only have the indefinite recurring option available.

        Alternatively, is there a way to have the indefinite recurring option checked by default?

        Thank you.

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        • #5
          Good day!

          All options in Connect are indefinite recurring- the number of installments is not available for selection.

          Click image for larger version

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          If you want to only have the indefinite recurring, simply uncheck "One Time Only" and enable the Month while setting it as default.

          This will do exactly as you are asking. The option for allowing the user to select the number of payments is not available- all recurrings are indefinite.
          Regards,
          Click & Pledge Support Department

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

          Join us @ the educational webinars: https://clickandpledge.com/webinars/
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
          Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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          • #6
            We are utilizing Gravity Forms on our website so I'm not sure what the reference to Connect is. There is an option to 'Allow indefinite recurring' but not a way to make it default. Also there is no option to disable the # of installments option. We want still allow one time payment OR indefinite recurring.

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            • #7
              Good day!

              Sorry the reference to Connect was a mistake as I did not notice the channel this was posted in.

              The indefinite recurring simply means (behind the scene) that the number of payments is 999. Have you tried to set them and set the attributes to hidden?

              We have not tested it but it could work. We will see if we can add this to the next update as default settings, even though I think if the hiding of the fields work there is no need to add more clutter to the admin page.

              Let us know if that works.

              Regards,
              Click & Pledge Support Department

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

              Join us @ the educational webinars: https://clickandpledge.com/webinars/
              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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              • #8
                These attributes cannot be hidden since they are a part of the overall Recurring field in Gravity Forms. There is not an option to hide as far as we can see.

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                • #9
                  Any update on this issue?

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                  • #10
                    Good day!

                    This feature is in the road-map and will be in a future release. No ETA for the new feature request.
                    Regards,
                    Click & Pledge Support Department

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

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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                    • #11
                      jabraha7 - I am in the same boat! Pretty frustrating but hopefully they incorporate this soon.

                      Let me know if you find any workaround and I'll do the same. I'm thinking of attempting to do it via some custom code so that the Recurring options can be set to certain values by default and then hiding this section via custom CSS since the default functionality won't allow for it.

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                      • #12
                        Just adding my voice in here, is there any update if this feature is even still on the road-map? Beacon of Hope, would you mind sharing your solution if it worked?

                        Thank you!

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                        • #13
                          DavidMillar, we're still tinkering with it but I'll let you know. I sure hope it's still on its way soon!

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                          • #14
                            Thanks! I hope that it works out for you!

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                            • #15
                              Good day!

                              The feature you are looking for is enhanced and released today.

                              Release Note: https://forums.clickandpledge.com/forum/news.....on-release-3-000-000-wp-v4-5-2-gf-v1-9-19

                              Manual: http://manual.clickandpledge.com/......Recurring_&_One-Time_Options

                              Let us know if we can be of any further assistance.

                              Thanks,
                              Regards,
                              Click & Pledge Support Department

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

                              Join us @ the educational webinars: https://clickandpledge.com/webinars/
                              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                              Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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