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  • Virtual Terminal Tax Deduction disappearing

    When using Virtual Terminal through the Administrative Portal I enter a value into the Amount field, Tab, enter amount into the Tax Deductible Portion field, Tab, and then the amount entered in the Tax Deductible Portion field will disappear. I can make it happen in Google Chrome and Explorer but not Mozilla. It doesn't happen every time. I saw related posts about tax deducible amounts not showing up from 2011 but those threads end saying the issue was resolved.

    Account # 18016.

    Thanks.

  • #2
    Good day!

    Please verify that you are using version 7.3006.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      I cannot seem to find where it is listed but I know the PaaS was 3.15 recently and there is an open ticket between C&P and my Salesforce administrator regarding an upgrade. Does the fact that I am using the Administrative Portal through the web and not through Salesforce change the diagnosis?

      Comment


      • #4
        Good day!

        Wow! 3.15 is no longer supported, considering we are on version 7.3x and soon to be 7.4.

        I know of your case - we have tried upgrading your instance but your developers have used our fields in your code & as such we can't upgrade your instance. We have asked that all associations with our fields to be removed so we can upgrade your instance.

        The Virtual Terminal in release 3.x will soon be disabled since it is an iframe and served through our servers. The scheduled EOL is October 1 and will soon be announced.

        As for Chrome issue! there is a bug in Chrome release 27 with autofill feature. Certain scripts and fields are reverted back to blank when autofill is used. See the following incident report:

        https://code.google.com/p/chromium/i...tail?id=244645

        not sure how else I can be of help.
        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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        • #5
          Ok. Can we get in touch off of the forum to resolve the version upgrade? My developer has a response.

          Comment


          • #6
            Re: Chrome/reverting to blank - I do have Chrome 27 but Autocomplete was not turned on. I also experienced the problem in IE and Autocomplete was not turned on for forms but it was for address bar and usernames/passwords. So, not sure it is the same problem. Sounds like I should put my efforts towards getting an upgrade and see if that resolves it.

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            • #7
              Good day!

              The issue you are reporting is not in Release 7.x - the release 3.x will not be updated anymore and EOL will be announced soon.

              I strongly recommend that you help us by following the instructions we had sent before. Once we have the fields removed we will upgrade you in less than a day. We have sent instructions many times in the past and it has been several threads going back and forth about this.

              All we ask is for the C&P application fields to be removed so we can uninstall the application and install the new release.

              As soon as we have the go-ahead from you we will help you and upgrade your instance. I believe your account is the ONLY account in 3.x release.
              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
                My developers report following your instructions and not being able to identify anything referencing your product. They ask for more specific identification of fields or objects. They also report that this field issue was only brought to their attention after two months of weekly emails with C&P support.

                They are likewise frustrated with the instructions for upgrading. They will not accept "let us in and we will upgrade your instance" which they report is the only option being offered by C&P support. They would like clear instructions on how to do it and would prefer to test in a sandbox environment first. They report this is standard protocol with vendors.

                I feel relatively powerless as a middle-man and non-technician. Again, happy to take this offline.

                Comment


                • #9
                  Good day!

                  We really don't need to login and you may easily do it yourself.

                  Step 1: Backup the data from our objects
                  Step 2: Uninstall release 3.x
                  Step 3: Install API Class Library: https://appexchange.salesforce.com/l...0000009vEKZEA2
                  Step 4: Install Payment application: https://appexchange.salesforce.com/l...0000003JGBvEAO
                  Step 5: Import the data back to our objects

                  The reason we ask to do it is that a lot of our clients don't want to deal with it. We rather have you do it since it makes our job easier.

                  We have had many clients upgrading themselves.

                  When you upgrade there are 2 major steps you need to take:

                  1: Add account information to the C&P Settings > C&P Account
                  2: Set the Contact Matching in the C&P Settings > Contacts & Accounts

                  You may also follow the post-installation steps - which is not related to upgrade but gives you related lists:

                  - http://manual.clickandpledge.com/Sal...tallation.html

                  Please let us know if you need help. We can gladly talk offline but am not sure what we can do that is not covered above. If you still have issues a support engineer can call you and discuss the same.
                  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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