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  • VT Convenience Fees Not Loading

    Our Salesforce Virtual Terminal is not loading the convenience fees correctly. In C&P Settings --> Virtual Terminal, convenience fees are set to 3.5% + .30. When entering a transaction into VT it is only loading the .30, It is not calculating the 3.5% into the final total. I called into Office Hours and am posting as requested. I have granted access and our Org ID is 00DA00000009ZiZ. Please advise.

  • #2
    Good day!

    We have reviewed this case & have determined that this is an "undocumented feature" (AKA bug). We have resolved this issue and will include it in the next update, due out by April 15.

    The beta release will be available on Monday 28th (2016). We will be able to update your instance by Monday with the stable beta release. If you wish that to happen please let us know and make sure we have access to your account for at least another week.

    Let us know how you wish for us to proceed and sorry for the inconvenience.
    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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    Comment


    • #3
      yes please update us with the beta release. I have granted access for 1 week (3/31). Please reply once it has be updated so we can test. Thank you!!

      Comment


      • #4
        Good day @KMartin,

        Sorry but we are a bit delayed with the release due to a last minute issue that was discovered by the testing team. We are currently testing the update and if all works well we will update you tomorrow.

        Please make sure we still have access.

        Sorry for the inconvenience.
        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
          No problem. I have granted access until 4/4/2016. We are looking forward to the VT working correctly again. Thanks for your help!

          Comment


          • #6
            Hi - I was just checking on the status of the Beta update install that was supposed to occur on 3/29. I just checked and our VT is still not adding in the 3.5% convenience fee. We have an event tomorrow and we really need this feature to work. Please let me know the status. Thank you.

            Comment


            • #7
              Good day @KMartin,

              The beta is under test but I will ask that your instance be updated. We just want to make sure nothing fails. It is beta and still being tested.

              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
                Good day!

                It is beta and we hope nothing breaks. It has been tested for the issue you had but there are new features in various tabs so please stay clear of those new feature.
                Last edited by CnP.Support; 04-01-2016, 03:06 PM.
                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


                • #9
                  Good day!

                  Would you please test the feature and let us know if it works as you expect it?
                  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
                    It appears to be working. Thank you!! Will I need to update again once the full release is available?

                    Comment


                    • #11
                      Good day!

                      Yes-- this is beta and many updates will be released from now until the appExchange release.

                      In beta we almost have daily internal releases. We will update your instance when we have other stable beta releases.

                      Keep us posted if you encounter any issues.
                      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 will. Thanks again.

                        Comment


                        • #13
                          We have noticed an issue in the Beta version - in the Virtual Terminal we have default state and country set (we use picklists in Salesforce) after we load an existing contact the state disappears and you have to select it again. I have synced states and countries in the C&P Settings but it still is not pulling the State from the Contact. It is loading Country just not the State. It worked before the Beta. Is this a bug with the beta version?

                          Comment


                          • #14
                            We are at an event this morning and have found out that the card reader in the VT it is pulling the information from the credit card AND it is also asking that we enter it manually too. Please help!! Our org ID: 00DA00000009ZiZ. I have granted access for 3 days.

                            Comment


                            • #15
                              Good day!

                              It should not -- the card reader reads the card and processes it -- you need to place the mouse in the credit card area, using the Card Reader option.

                              Click image for larger version

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                              I just tested it and it works fine.

                              Are you selecting the Card Reader from the pull down menu?
                              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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