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Checks entered through Virtual Terminal changes to "credit" in SalesForce

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  • Checks entered through Virtual Terminal changes to "credit" in SalesForce

    1) When I enter a check through the Virtual Terminal on SalesForce or the back-end of Click & Pledge, the opportunity changes the payment method to "credit" and does not show the check #.
    An example is Order # 60252-190926144229710

    2) When entering it via SalesForce's Virtual Terminal, the donation does not show up on the "odometer"
    https://connect.clickandpledge.com/w...t/Home/banquet


    I have given you access
    Last edited by Monique; 10-01-2019, 05:55 PM.

  • #2
    Good day @Monique

    We reviewed the above order number and noticed that it has been processed from Virtual Terminal with the custom payment type as Check. The field which you are referring to is NOT C&P field nor we are updating it. We have added the "C&P Payment Type" field to the opportunity layout where you can see it shows as "Check".

    Click image for larger version

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    Regarding the Connect odometer, in order to show there, you need to select the Connect Campaign in Virtual Terminal while processing the transaction:

    Click image for larger version

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    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
      Click image for larger version

Name:	payment.JPG
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ID:	49342 Hmm... I'm looking on the Salesforce Virtual Terminal and I'm not seeing the C&P Payment Type
      I'd also like the reference# /check# to also be a C&P field so it also goes through to the opportunity
      Attached Files
      Last edited by Monique; 10-04-2019, 05:33 PM.

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      • #4
        Wondering if you saw my response above from 10/04/19
        I'm looking on the Salesforce Virtual Terminal and I'm not seeing the C&P Payment Type
        I'd also like the reference# /check# to also be a C&P field so it also goes through to the opportunity

        @CnP.Support.AM

        Comment


        • #5
          Sorry, we missed this post. Please note that the payment method in Virtual Terminal is nothing but the payment type. Once the transaction processed the payment type and details will be displayed at the Transaction details page.

          Regarding the check# of custom payment, we are not showing it in the opportunity details page whereas we are showing all payment details in the C&P Transaction details page.
          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

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