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  • Billing and Contact Information

    Is there a way to change the information required in the Billing and Contact Information section? It is in a very strange configuration that is different than most sites. Also, I don't want to have people required to give their phone and email if they choose to keep that confidential.


  • #2
    Good day
    Mark Evans
    Junior Member
    Mark Evans

    The phone & email are major part of the fraud detection and may not be disabled. If you want to omit those you may set up a custom form and disable fraud, accepting all fraud liability.

    The order is set to allow for state & province to be selected correctly based on Country. The primary reason is for Salesforce to ensure the texts are correct.

    We could easily allow for Address1, Address2, City, State, Zip, Country but since the country is being asked last we cannot possibly show the states & provinces based on the country selection. If we do not provide the strict spelling of states & countries then if the data posts to Salesforce it will generate error to spelling mismatch.

    All ideas are great as an island and by themselves but try to make all parts work together forces us to impose certain adjustments.
    Regards,
    Click & Pledge Support Department

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    • #3
      Thank you. How do I go about testing the page without actually giving to it?

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      • #4
        Good day
        Mark Evans
        Junior Member
        Mark Evans

        Test is not currently available for Connect due to a major problem we have had with the previous features in the old system. A large number of clients were going into production in test mode and later we were blamed for their loss of revenue. Unfortunately it is a battle that we no longer wish to be engaged in.

        At this time we are not offering test mode transactions. This may change in the future as are exploring ways to ensure clients do not make the mistake and then later blame us.

        Sorry that we cannot help with this feature 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/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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