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Payment Method: Adding "Cash" and "Check" as options

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  • Payment Method: Adding "Cash" and "Check" as options

    Hi CnP Support,

    I am adding offline cash and check payments and would like to edit the "Payment Methods" section under the "C&P Vertual Terminal" tab to include "Cash" and "Check" along with the current options of "Credit card", "eCheck", "Invoice", "Purchase Order" and "Custom Payment Type".

    I know I can use "Custom Payment Type" and then enter the "Name" and "Reference Number", but when I look at my transactions listing under the "Transactions" tab, the payment type is listed as "Custom Payment Type" (no surprise here) instead of "Check" or "Cash". I would like to be able to see what the actual custom payment type is (cash or check, etc) when I look at the transactions listings under the "Transactions" tab. That way I don't actually have to open the record just to see if it was a cash or check payment.

    Is there a way to add "Cash" and "Check" under "Payment Methods"? I think it makes sense as those are the two most popular payment methods in addition to what's already listed, besides the "Custom Payment Type" option....and I'd like to be able to see them in my transactions listings.

    So, is it possible for me to go in and edit those fields? I have tried to find them in Setup>Customize, but have had no luck.

    Thank you,
    Neely

  • #2
    Hi Neely,

    Your suggestion makes sense. Let me see if I can include it in the release due out by the end of this month. It should be an easy update.
    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


    • #3
      Thanks! The addition of "Cash" and "Check" as payment options would be greatly appreciated.

      Regards,
      Neely

      Comment


      • #4
        Neely,

        We have made a modification to the program where in the Transaction we will no longer show the payment method as: "Custom Payment Type". This text naturally means nothing considering it may be any number of texts entered for the field.

        In 7.4xxx we will replace "Custom Payment Type" with the actual payment name, e.g. Cash, Check, Pay at the door, whatever, etc. This replacement will help with reporting also since the meaningful name may be searched.

        I believe this will resolve your issue.

        7.4xxx is currently scheduled for release before the end of the month (June 2013).
        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


        • #5
          Great! This certainly does resolve my issue. Thanks for the excellent customer service. It is greatly appreciated.

          Neely

          Comment


          • #6
            Did this change back in a later version? I see the "custom payment type" but not anywhere to show that something has been paid for by cash or check. Our version is 8.2.



            Originally posted by Support.Department View Post
            Neely,

            We have made a modification to the program where in the Transaction we will no longer show the payment method as: "Custom Payment Type". This text naturally means nothing considering it may be any number of texts entered for the field.

            In 7.4xxx we will replace "Custom Payment Type" with the actual payment name, e.g. Cash, Check, Pay at the door, whatever, etc. This replacement will help with reporting also since the meaningful name may be searched.

            I believe this will resolve your issue.

            7.4xxx is currently scheduled for release before the end of the month (June 2013).

            Comment


            • #7
              Good day!

              The latest release is 8.3x - please upgrade to the latest release.

              Custom payment type name is in the reports and is posted to the opportunity.
              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
                Thanks, I will upgrade. We are not creating opportunities for each transaction because it creates them for each level a contact registers for and we use opportunities to track membership and donations. Is there any other way to indicate that a transaction has been paid for by check?

                Comment


                • #9
                  Yes- the new release of Event & PaaS will do this.

                  We are about to release an interim update tomorrow or Wednesday. If you want we can upgrade you when we have the releases finished with testing.
                  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


                  • #10
                    That would be great. What do you need from me to make that happen?

                    Comment


                    • #11
                      Good day!

                      Please grant us login access and we will upgrade it for you.

                      Please give us 72 hours to complete the upgrade.

                      How to grant access: http://forums.clickandpledge.com/showthread.php?t=1065
                      Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance.
                      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


                      • #12
                        I have granted access.

                        Our org ID is 00DG0000000h7RM

                        Comment


                        • #13
                          Received this error to my email.

                          Your request to install package "Click & Pledge Payment-as-a-Service Click & Pledge Payment-as-a-Service" was unsuccessful. None of the data or setup information in your salesforce.com organization was affected.


                          If your install continues to fail, contact Salesforce CRM Support through your normal channels and provide the following information.

                          Organization: Healthy Teen Network (00DG0000000h7RM)
                          User: Allison Tomai Felsen (005G0000002YqXI)
                          Package: Click & Pledge Payment-as-a-Service (04tE0000000Ib0q)

                          Problem:

                          1. (Contact.CnP_Connect_Alias_Index__c) External ID and Unique field limit exceeded The maximum number of external id and unique field for this object has been reached. Please remove the external id or unique field on one of the fields before attempting to add a new one.



                          Validation Errors While Saving Record(s)

                          There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "00DG0000000h7RM: VALIDATION_FAILED [Contact.CnP_Connect_Alias_Index__c: External ID and Unique field limit exceeded: The maximum number of external id and unique field for this object has been reached. Please remove the external id or unique field on one of the fields before attempting to add a new one.]".

                          Thank You,
                          salesforce.com

                          Comment


                          • #14
                            Good day!

                            This means you have reached the External ID limit of Salesforce which is 3 per instance. This is not a problem since we will request Salesforce to expand your limit. We have been doing this for all clients.

                            Please grant us and Salesforce support permission to login to your instance and give us a week to finalize it. We will request Salesforce to add ExternalID's to your instance. Typically they add 10 more.

                            In the latest release with the Patron Value Rank we have added an External ID which is for Connect platform. If you have used all your 3 ID's before you won't be able to install our app. We will request the increase and upgrade you as soon as we hear back from Salesforce.
                            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


                            • #15
                              Ok I granted access to you and Salesforce for 7 days. Please let me know if I need to increase the time.

                              Comment

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