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Customizing the Pledge View

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  • Customizing the Pledge View

    Hi there,

    We need to be able to customize the Pledge view (and potentially others) to work better with one of our external tracking systems. Mostly it is just adding a button and exposing a field, but it would be nice to be able to more in the future. I tried just copying the VF page, but I got a "CnP_PaaS.PledgeController is not visible" error. What options do we have?

    Thanks

  • #2
    Good day @[email protected]

    Sorry, there is no way to add the fields to the VF page. You may add the fields to the Pledge view by adding them under "Field Sets" but Buttons cannot be added.

    Hope that helps.
    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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    • #3
      It does help a little, good to know there are some options, but if we do end up needing more, is it possible for us to use a different VF page or even the Standard Layout and still use the CnP Pledge controller?

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      • #4
        Good day @[email protected]

        NO, that is not possible. Please note that CnP Pledge controller is NOT designed for global use, it used for internal application only.
        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
          Gotcha. In future revisions it would be good to allow more flexibility than only field sets, but we'll work with that for now.

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