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  • Virtual Terminal

    Is there a way to default the recurrence period on the Virtual Terminal to Monthly in the Salesforce interface?

  • #2
    Good day @BeverlyMIS;

    Please see below:

    Click image for larger version

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    The Virtual Terminal in the C&P Settings allows for setting up the default values for almost all aspects of the Virtual Terminal Tab.

    Please let me know if this does what you are asking for.
    Regards,
    Click & Pledge Support Department

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    • #3
      that did it - thank you.

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      • #4
        OK - I did that, but now when I do an opportunity settlement, the virtual terminal defaults to recurring instead of a single payment to pay the opportunity. I went back to the C&P settings and unclicked the Recurring gift checkbox, but it's still doing it. Any thoughts?

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        • #5
          Good day!

          That is what it is being asked to do when you check the box "Is this a recurring payment". Any box or setting you set in the default will be set when you go to the page.

          I am a bit confused- is that not what you wanted to do? If you do not want the default to be recurring then uncheck the box "Is this a recurring payment". As stated before this area offers default values for all fields. If you do not want it selected then uncheck it.

          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/
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          • #6
            Hi - I'm reopening this. It seems that you can either have weekly non-recurring or recurring. I talked to Kamran on office hours about this and he saw what it was doing. Just let me know when you get it resovled.

            Thank you!

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