Announcement

Collapse

Information Needed

See more
See less

C&P Settings for virtual terminal

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

  • C&P Settings for virtual terminal

    In virtual terminal settings, there is a name field under custom payment.

    If one wants to support multiple custom payment types (like Check,Cash,Free, etc) should they be listed and separated by a semi-colon(?

  • #2
    Good day!

    In the VT you need to enter each payment type as a separate item. See below:

    Click image for larger version

Name:	2396-VTSetting.jpg
Views:	1
Size:	64.7 KB
ID:	15660

    All items will appear as a pull down menu in the VT if Custom Payment type is selected.

    Hope that answers your question.

    Please let us know if we can be of any further assistance.
    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
      Thanks. I think I failed to correctly ask my question.

      I want the autoresponder to respond to custom payments that are either Cash,Check,Free etc. How do I list the set of custom payments that are acceptable for the autoresponder.

      Comment


      • #4
        Good day!

        Autoresponder is per payment method. In this release if you wish to have an autoresponder for 3 different payment methods, e.g. Token, Cash, etc. then you need to have 3 autoresponders.

        We will add it in the next release so one autoresponder will handle any number of custom payment types but as of this release (8.x) only one autoresponder name can be used in the field.

        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


        • #5
          thanks for addressing this. I clearly do not want to need to create many autoresponders.

          Comment


          • #6
            If I leave the autoresponder custompayment name field blank (but have custompayment checked), will autoresponder match any custom payment?

            Comment


            • #7
              Good day!

              No it won't as the text won't match. Blank is not a wildcard.
              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
                ok. I can work around this for the time being.

                Comment

                Working...
                X