Re-instate recurring donation

[[email protected]]

Good morning,
can I please have an update on this issue?

Good day!

Sorry for the delay in this case. We are investigating the case and have determined the combination of actions have caused a case that is not being handled.

We need to review this case further and discuss with the Salesforce & Connect team and possibly update both platforms. At this time the recurring is not cancelled and we will update this by Monday.

Sorry for the inconvenience.

[CnP.Support]

Good day!

This case was resolved last week with an update in Connect that is live now.

Please try again in Connect & let us know if it works.

[[email protected]]

OK, when you say "try again in Connect", can you please tell me exactly what I should try?

Good day!

This case was resolved last week with an update in Connect that is live now.

Please try again in Connect & let us know if it works.

[CnP.Support]

Good day @Andrea,

My "try again" was in reference to the early post. Please see the steps listed below:

Step 1: search for order number: 1642411354652549142170




Step 2: Click on "Manage Recurring"



Step 3: Click on "Charge Next"



Please let us know if we can be of any further assistance.

[[email protected]]

Perfect! This seems to have worked, thank you for your assistance. I guess my last question is, when did the Connect platform replace the functionality of logging into our Click & Pledge account? I have tried to keep abreast of changes and participate in webinars when they are available but I do not recall a complete shift to Connect. I thought that recent increased functionality within Salesforce meant that I was supposed to be able to resolve this kinds of issues within Salesforce?

Good day @Andrea,

My "try again" was in reference to the early post. Please see the steps listed below:

Step 1: search for order number: 1642411354652549142170

[ATTACH=CONFIG]n23945[/ATTACH]


Step 2: Click on "Manage Recurring"

[ATTACH=CONFIG]n23946[/ATTACH]

Step 3: Click on "Charge Next"

[ATTACH=CONFIG]n23947[/ATTACH]

Please let us know if we can be of any further assistance.

[CnP.Support]

Good day!

The special issue of a declined card with expired card in Salesforce is one that we have fixed in the upcoming release. The new update is due out by the end of the month.

The beta: https://forums.clickandpledge.com/fo...-beta-releases

As for the Connect replacing the Portal, the plan is adding more and more functionality to Connect and retire Portal early next year. We will have the next update of Connect in 2 months and it will have a family of forms and options.

The notice for this replacement is on the first page of portal as shown below:




Currently a lot of what is in Portal is not yet available in Connect but Connect will eventually replace the portal and portal will be shut down.

I hope I have answered your question.

Please let us know if we can be of more help.