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Updating Status of Recurring Donations

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  • Updating Status of Recurring Donations

    Hi,

    When we are asked by a donor to cancel a subscription (recurring donation), we cancel it in the Connect platform. That's fine. However, even if the process is manual, we need it to be indicated in Salesforce somewhere that the recurring donation has been cancelled. The current view of the C&P transaction does not allow for this. How can we do that? Even if the solution is custom, we need a solution.

    Thanks,
    YS

  • #2
    Good day!

    This feature is in 9.2 which is due out by the end of November. Just hang in there and it will be automatically set when one cancels.
    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
      When is 9.2 being released? It is Dec 1st, and this is critical to the accuracy of our donor services and accounting departments. -- thanks so much

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      • #4
        Good day!

        Blame our test engineers.. they pulled the release and did not approve it.

        We are now highly confident that it will go out the week of Dec. 7. It is in its last test cycle.

        Sorry I wish releases were as predictable as life
        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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