Announcement

Collapse

Information Needed

See more
See less

Mark a recurring subscription as canceled in Salesforce

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Mark a recurring subscription as canceled in Salesforce

    I'm glad to hear the issue with duplicate subscriptions is a known bug you'll have fixed soon. In the meantime, I'm wondering about how to mark canceled and expired subscriptions as canceled in Salesforce. I see that the Canceled field is available but can't find a way to make use of it.

  • #2
    Good day!

    May I ask what you mean by "known bug"? I am not sure what you mean by a bug.. what issue are referring to?
    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
      Perhaps I misinterpreted this thread but I thought the referenced fix had to do with recurring subscriptions being created in duplicate. My open question, though, is about marking canceled subscriptions.
      Hello, I have an error with a recurring gift. A donor gave a recurring gift last month but it accidentally submitted twice so we refunded one of the gifts.

      Comment


      • #4
        I found a way to mark as canceled. I added the Canceled field to a view in the C&P Recurrings tab and can directly edit the field for individual records. I'd still like to know how to show this field in the page layout for recurring subscription records.

        Comment


        • #5
          Good day!

          This issue has already been addressed in 9.2 release due out next week. A new feature will update all recurring transactions.

          Please see the release notes: http://forums.clickandpledge.com/for...rring-and-more

          If you wait one more week you will be able to push the data back to Salesforce for the cancelled transaction and the system will update all opportunities, etc.

          Hope that answers your question.
          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


          • #6
            Following up on this. While I appreciate the ability to cancel recurring subscriptions directly in Salesforce, I'm finding that these are still identified as "Active," even though charges have stopped. Is there a way to deactivate a subscription while or after canceling it?

            Comment


            • #7
              Good day!

              This feature has been update in the upcoming release. We are aware of this and have resolved it in the upcoming release, due out in June 15.

              Just hang in there and the fix will come..

              thank you for your suggestion.
              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
                Hi. I updated to the latest release yesterday. I'm still having some trouble figuring out how to deactivate subscriptions that have lapsed. Also, I found the new Active Subscriptions view of C&P Recurrings added by the package and there are a number of discrepancies between this list and my other list of active subscriptions. A number of the latter need to be deactivated however there are many others that are active and missing from the former list.

                Can you help me troubleshoot? I've granted C&P access to my instance (00Dd0000000borB) for the next few days if you'd like to take a look. Additionally, I'd like to add the account name of several contacts whose recurring subscriptions don't include it. How do I do this?

                Comment


                • #9
                  I didn't hear back from you a few weeks ago regarding the status of this. I'd still like to resolve these discrepancies and finalize our true list of active subscriptions by the end of the summer. Will that be possible? Let me know if you need more time in my instance.

                  Comment


                  • #10
                    Good day wtben

                    Sorry but we have missed this post. We tried to login to your account but do not have access.

                    Click image for larger version

Name:	Access.jpg
Views:	10
Size:	30.8 KB
ID:	24780

                    Please grant us login access so we can review the issue.
                    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


                    • #11
                      Yes, I didn't need a screenshot to know that you were not currently granted access. I invited you to let me know if you needed in again. Done.

                      Comment


                      • #12
                        Good day wtben

                        The following is what you have created:

                        Click image for larger version

Name:	Custom.jpg
Views:	9
Size:	70.4 KB
ID:	24856


                        & our app has the following:

                        Click image for larger version

Name:	Included.jpg
Views:	9
Size:	77.6 KB
ID:	24857


                        Are we understanding the issue correctly? You are saying that these 2 show different results? As you see the view conditions are different.

                        Sorry but we are trying to understand the question.
                        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


                        • #13
                          It's true the criteria differ in that way. However, the bigger issue is as I described before: I'm still having some trouble figuring out how to deactivate subscriptions that have lapsed. There are a number of subscriptions still marked "active" but because the recurring chain is out of sync, it's impossible to change their status to canceled. For example, recurring ID 161720 was a subscription of my own sustaining gift. I recently increased the amount of my monthly giving so I had to create a new subscription. This old one didn't get canceled properly, so it's still "active" according to its status but doesn't appear in the managed view because its Next Installment Date is not in the future. Hence the number of discrepancies between the views.

                          Again, the issue is not that the views are showing different results but that there are discrepancies in the database and it happens that I've used the views to illuminate them. The question is how to cancel or deactivate the subscriptions that are out of sync.

                          I also asked a separate question: I'd like to add the account name of several contacts whose recurring subscriptions don't include it. How do I do this?

                          Comment


                          • #14
                            Good day @wtben,

                            Would you please let us know from where you have cancelled the recurring transaction in the question? from Portal or Connect or in Salesforce?

                            We try to login but there is no access to your instance. Would you please extend the access and share the order number of the recurring transaction?

                            Looking forward to hearing back from you.

                            Thanks,
                            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
                              You're back in! At this point, I don't remember where the cancelation took place. It probably wasn't in Portal and may have been in Connect since Salesforce cancelation didn't work yet. The order number of the last transaction under 161720 was 1641011262296539266172.

                              Comment

                              Working...
                              X