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  • Recurring Donation - installments

    We had a donor ask for a finite number of installments on their donation. With Click & Pledge Connect the interval is indefinite. I would like to adjust this donors record so that there are 16 payments remaining. Is there a way to adjust the option for setting the number of installments?

    Thank you! -Marjorie

  • #2
    Good day @mmessinger,

    As of now we don't have an option to update the recurring periodicity. You will need to cancel the recurring transaction and setup a new one with correct periodicity.

    There is a solution for this- you may cancel the entire charge and charge the card with correct periodicity immediately afterwards. In Salesforce OR in Connect you may charge an existing credit card through the reference transaction and that is what is used by everyone.

    Please refer to the following links:

    Salesforce: http://help.clickandpledge.com/custo...rticles/803695
    Connect: http://help.clickandpledge.com/custo...ticles/2083926

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

    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


    • #3
      This is not a great solution. Many of our donors are out of the U.S. and it would be difficult to explain this to them. I hope in the future Click & Pledge will be updating to allow for change in the number of installments.

      Also, in Click & Pledge Connect our account is only giving the option to view the last 30 days of transactions. Is there a way to update this to at least 90 days?

      Comment


      • #4
        Good day @mmessinger,

        By default we offer the view of 30 days but you may can create the new view of max 90 days depending on the dates you wish to view.

        Let us know if we can be of any further assistance.

        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


        • #5
          I need assistance in creating a new view of 90 days. Please let me know how to do that.

          Thank you!

          Comment


          • #6
            Good day @mmessinger,

            It is very simple: Login to your Connect >> Transactions >> Create New View:

            Click image for larger version

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            You will need to define View Name and Start Date and End Date:

            Click image for larger version

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            And select the fields which you would like to display in the View and click on Save:

            Click image for larger version

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            Hope that helps. Let us know if we can be of any further assistance.

            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


            • #7
              I set it up. Thank you!

              Comment


              • #8
                Hi there - has this been updated in the year since originally posted? We have a donor who would like to make her recurring donations finite as well, but I don't seem to be able to edit that field. Thanks!

                Comment


                • #9
                  Good day @mbecker

                  That is not an option. The only solution is to cancel the recurring and setup a new one accordingly.

                  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

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