Announcement

Collapse
No announcement yet.

VT Support Custom fields? Checkout prepopulated & hidden fields?

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • VT Support Custom fields? Checkout prepopulated & hidden fields?

    My client has added several custom fields to the donation object, so I have
    a few questions:

    1. If they were to use the VT for all their donation entry, even for
    paper checks and cash, how can they easily capture the information for
    those custom fields via the VT?****
    2. I'm assuming the auto responder can support those custom fields?.****
    3. Also, they want to use NPSP Batch Data Entry of checks and cash after
    fundraising events, how can that work with CnP?****
    4. Can checkout pages accommodate hidden fields with pre-populated
    defaults corresponding to those fields, so that the donations from a
    particular page is attributed to the correct "income code

  • #2
    Good day April,

    1. If they were to use the VT for all their donation entry, even for paper checks and cash, how can they easily capture the information for those custom fields via the VT?

    REPLY: In version 7.2 you may add unlimited number of custom questions to VT and default values may be added as well using the C&P Settings > Virtual Terminal tab.

    2. I'm assuming the auto responder can support those custom fields?

    REPLY: Yes- you may send an autoresponder based on the answer to a question.

    3. Also, they want to use NPSP Batch Data Entry of checks and cash after fundraising events, how can that work with CnP?

    REPLY: This won't work with our module. They should use our batch entry in the Virtual Terminal

    4. Can checkout pages accommodate hidden fields with pre-populated defaults corresponding to those fields, so that the donations from a particular page is attributed to the correct "income code"?

    REPLY: They may use SKU's for this purpose. SKU's give you a lot of abilities in Salesforce. In version 8, Due out in May, there will a lot of features around GL.
    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

    Comment

    Working...
    X