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Please update recurring transaction cancellations in salesforce

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  • Please update recurring transaction cancellations in salesforce

    Hi, I cancelled a donation using the click & pledge management console. But, the recurring transaction is not identified as cancelled in salesforce. I notice that the C&P Recurring object in salesforce has a cancelled checkbox field and a cancellation date. Would it be possible to update the salesforce record with this cancellation data when a recurring transaction is cancelled at click & pledge?

    Please also add the cancellation fields to the page layout for C&P Recurring object.

    Thanks!

  • #2
    Good day!

    This feature will be in the Release 4.0 due out by the end of August. In this release we will be separating our dependence on Household and will no longer require it as part of the installation.

    Please let us know if we can be of more assistance.
    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
      Greetings,

      I'm seeing this issue under version 8.9004. Recurring payments in SalesForce never show when they are canceled. Is there anything you can suggest to troubleshoot this? It makes the list in SalesForce useless if I can't know which are active or not.

      Thanks!
      ĚDave

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      • #4
        Good day!

        Sorry that we have missed this post.

        This feature is not yet supported. We don't post the information to Salesforce when a recurring has been cancelled. The infrastructure is in place and release 10 has that built-in but the release is scheduled for the end of 4th quarter.
        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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