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Making changes to information on system receipt

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  • Making changes to information on system receipt

    My name, title and e-mail address appears on the system receipt sent from Click&Pledge when someone makes an online donation. How do I change my title on this receipt? I know how to make these changes to the autoresponders in Salesforce, but not the system receipts that are sent from Click & Pledge.

  • #2
    Good day!

    Please see: http://help.clickandpledge.com/custo...s-and-receipts

    Let us know if this helps answering your question.
    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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    • #3
      I don't think this answers my question. I followed the link you've provided above, but the instructions are for changing my organization name. I don't need to change my organization name. At the end of the system receipt, my name appears with my title and e-mail address. My title is incorrect. Since all donors using our online donation form are receiving an autoresponder e-mail from Salesforce with my correct information, my information does not need to be included on the system receipt and can be removed completely. Do I follow the same instructions you've provided to remove my personal information from the system receipt?

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      • #4
        I don't think this answers my question. The instructions you've provided are to change my organization's name. I don't want to change my organization's name. My name, title and e-mail address appear at the bottom of the system receipt. My title is incorrect. Since donors using our online donation form receive an auto responder e-mail from Salesforce with my information, I don't need it on the system receipt. How can I remove my name, title and e-mail from the bottom of the system receipt?

        Comment


        • #5
          Good day!

          I followed the same instructions & see the following in the 2 checkout pages you have.

          Click image for larger version

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          With the easyPages when I go to Step 7 of the wizard I see the following:

          Click image for larger version

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ID:	22008


          and with the Advance Page I see the following:

          Click image for larger version

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ID:	22009


          Is this the information you are trying to change?

          I am sorry if I am not understanding the question. If your issue is different please post here the Order Number from the receipt so we can review the receipt and figure out where the information is coming from.
          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


          • #6
            No, this is not the information I'm trying to change. At the bottom of the system receipt my name appears along with "Development Director" and my email address. It is in a different font than the rest of the information on the receipt. Here's an order number from a recent receipt: 1602091128127591016

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            • #7
              Good day & Aha!

              Please see:

              Click image for larger version

Name:	2016-02-10_12-47-02.jpg
Views:	8
Size:	122.1 KB
ID:	22012


              Is this what you are referring to?
              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


              • #8
                Yes! That's it! I have removed it. Thank you!

                Comment

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