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  • Virtual Terminal Issues

    I'm experiencing a couple issues with Virtual Terminal. Recently, the Campaign field has stopped pulling up Campaigns as you fill in the field. Previously it would search and pull in matches as you typed. Now we need to type or paste the Campaign precisely, lest we create an erroneous duplicate. Any Ideas?

    Today we have also come accross a contact for whom VT is not pulling in their personal information. When we launch VT from the contact's record her name and personal details are not filled in and we cannot enter in her name. What would cause that for a specific individual? It is working correctly for other contacts.

    Thanks.

  • #2
    Good day [email protected]:

    We have tested the system per your instructions but can't duplicate it. I wonder if that contact is missing the first name?

    Is it possible for us to have login access so we can review it. We are going into production testing of Release 8.x and want to make sure that it does not behave the same way and if there is a bug we need to address it immediately. Since it is working with other contacts and not a single contact we need to know what is peculiar about that contact.

    Campaign behavior is also strange since it works and we have not had any reports of it not working. We need to check your instance and figure out why.

    Let me know if we can have access to your account.
    Regards,
    Click & Pledge Support Department

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    Comment


    • #3
      The contact has a complete name. Her Id is: 003E000000OYWSEIA5

      I have reset the CnP User password so you should receive an email and can log in. As always, please do not make any changes in our instance. Thanks!

      Comment


      • #4
        Good day!

        Would you please check and see if your campaigns have ended? We only show the active / live campaigns that have not reached their limits and their dates are valid.

        We no longer sign-in to your accounts through the user. Please see the following for granting us access: http://forums.clickandpledge.com/showthread.php?t=1065

        Please let me know what you find out about campaign and when we have access.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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        • #5
          Ok, you're all set, ORG ID is :
          00DE0000000I5kW

          The Campaign field on VT doesn't bring up any Campaigns as you type, we have plenty that are active and don't show up, so I don't think that's the issue
          .

          Comment


          • #6
            Any updates?

            Comment


            • #7
              Good day!

              No- please give us till Friday since the developer in charge of the VT is out till Friday. The issue has been assigned to her for review and testing.

              Sorry for the delay.
              Regards,
              Click & Pledge Support Department

              On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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              Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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              Comment


              • #8
                Good day!

                We have tried duplicating this issue with the latest release and can't duplicate it. You are using an older release - 7.3006 whereas the new version is 7.4027. Any reason why you have not upgraded to the latest release?
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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                Comment


                • #9
                  Good day!

                  It seems like access to your account has ended. Our developers are testing it and want to go back and forth between our test instance & your instance but have lost access.

                  Would you please extend access for one more week.
                  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/
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                  Comment


                  • #10
                    We will be upgrading soon, we have a testing and release cycle for all changes to Production and and if we're not waiting on specific C&P changes, we don't find enough value in immediately upgrading to every release. Also, given issues that new releases sometimes cause with existing functionality, it is often better to wait. I'm not aware of any reason that this issue should be version related, is there something I'm missing? I'm also updating your login access, for some reason I wasn't receiving emails that this thread was updated, and didn't realize you were waiting on me.

                    Comment


                    • #11
                      Good day!

                      Great - would you please extend it for a week. Our developers are busy with the new release and we have to fit testing your platform in the middle of other tests. Giving us a little time will be quite helpful.
                      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/
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                      • #12
                        As I mentioned below, I have updated your login access.

                        Comment


                        • #13
                          Good day @MPrcic:

                          One of our developers spent some time with your instance and figured out what is going on. The following lists the issues & our findings:
                          • Contact Id for the virtual terminal: It seems that this record has been merged with another record. See below:


                          Click image for larger version

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                          When one clicks on the Virtual Button the Contact Id is correct for the new person but Salesforce is redirecting it to the old Contact Id of the records prior to merging. The new ID is: 003E000000OYWSEIA5 but Salesforce is redirecting it to: 003E0000009a1fcIAA which we are guessing is the Contact Id of the original contact prior to the merge - this is just a guess since the new Id does not exist in your system. We have tested this in a test instance by merging 2 contacts and testing the virtual terminal button and it works fine but we can't figure out why with this contact the Contact Id redirects to a different Contact Id. As stated the Virtual Terminal button is pointing the correct Id. See the code below:

                          <input value="Virtual Terminal" class="btn" title="Virtual Terminal" name="cnp_paas__virtual_terminal" onclick="navigateToUrl('/servlet/servlet.Integration?scontrolCaching=1&amp;lid=00bE 0000000cuKN&amp;eid=003E000000OYWSE&amp;ic=1','DETAIL');" type="button">

                          Once it redirects to the VT the link changes to:

                          https://cnp-paas.na9.visual.force.co...l?sfContactId=003E0000009a1fcIAA

                          In earlier versions we had a field labeled "Id" in the Contact record which is no longer used. That field shows: 003E0000009a1fcIAA and in the presence of any value here Salesforce will use it as the reference Id. It appears that a value has been entered there since we don't update that field and it should be blank. We removed that value and it works now.

                          • Campaign auto-complete not working: After reviewing all your settings we noticed the following


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                          It appears that you have a component called: "HideMemRenewalButtonLeft" - if that component is disabled then the autocomplete works. The component does not have the JavaScript component that it needs & the page returns an error. The path for the layout: Build -> Home - >Home Page Layouts -> Dashboard Home Page Default

                          The following is the error that is generated by that component. The following is the method:

                          var result = sforce.apex.execute("EmailQueueLapsedMembersButton ","showHideButton", {string:subURL});

                          and the error message is:

                          Click image for larger version

Name:	Stand_Error_MethodMissing.jpg
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ID:	15306

                          are you aware of this component? Is this a custom component that you have developed?
                          Regards,
                          Click & Pledge Support Department

                          On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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                          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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                          Comment


                          • #14
                            Hi, thanks for the response! I am aware of the HideMemRenewalButtonLeft, it is a component that we use to dynamically display a button on certain object records based on criteria. It is something that is not otherwise possible on a standard SF Layout. I will work on reproducing the error message on the C&P VF page, I can't read it in the screenshot above.

                            With regards to the merged/Contact Virtual terminal issue, what is the suggested fix? Merging is standard procedure with duplicate records... Does it appear that there was something wrong with this merge?

                            Comment


                            • #15
                              Hi;

                              Yes- something had replicated the wrong information when merged. Just keep that in mind that the Id field should be blank otherwise it will not redirect correctly.
                              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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