Disappearing Payment Methods

[[email protected]]

We have been intending on really making the most of the CnP platform, but at least 4 times now our custom Payment Methods have been reset/disappeared/erased. That can't happen. This is what it should look like:

but every few weeks it drops that and goes back to



I've looked through the Portal and Connect for any kind of setting that would sync and override it, and I see nothing. Please let me know how we can sure our custom payments stay.

Thanks,
Danny

[CnP.Support.AM]

Good day @[email protected]

Would you please grant us login access to your Salesforce account and share the Org ID so that we can review whats going on?

[[email protected]]

Sure thing - you have access for a week, 00D41000000f27H - thanks.

[CnP.Support.AM]

Good day @[email protected]

We reviewed your instance and the settings you are referring to, we don't see any issue as you are reporting. Please see if someone in your organization has been changing those settings?

However, we noticed that you are version behind, if you allow us we will upgrade your instance with latest versions of C&P.

[[email protected]]

Well you can't see the issue until the items just go away. But as best I can tell, no, no one has been changing that, only myself and one other person even has permission to and I have already asked him if he made the changes.

Please feel free to upgrade to the latest version for us, thanks.

[CnP.Support.AM]

Good day @[email protected]

We have upgraded your Salesforce instance as requested.

It is absolutely important that you re-establish connection between Click & Pledge and Salesforce. With this update C&P Accounts are no longer needed to be added to Salesforce as the connection will automatically add the required information to Salesforce. It is extremely important that you login to the connect & re-establish connection. You may see that your account is already connected but this does not mean the new information has posted to Salesforce. With this release 2 more variables are added to Salesforce with each account and as such it is important that you login and set up the connection again for all your connected accounts.

To establish connection please see the following KB article: https://support.clickandpledge.com/s...ion#Salesforce


Release notes:
API Class Library 5.1703010003
Release notes: http://cnp.mn/2i6NErS

PaaS 9.1703090007
Release notes: http://cnp.mn/2i6VAt5

Event 5.1703010005
Release notes: http://cnp.mn/2i6RroQ

You may also join our Power of Us Hub: http://bit.ly/1cO852O

Please - We also love to know what you think about our platform. Please review our apps on AppExchange:

Payment: http://bit.ly/cnp-paas-review
Event: http://sforce.co/1yYgEPM

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

[[email protected]]

Cool, thanks, and reconnected. We'll keep an eye on those payment types.

[[email protected]]

It happened again. All the custom types disappeared. This is a real problem, how do we track this?

[CnP.Support.AM]

Good day @[email protected]

Strange! We have tested it but unable to replicate the issue nor it has been reported by any of our clients.

However, I have asked our testing team to setup couple of test instances and monitor it at least for a week to see if we can able to reproduce the issue.

[[email protected]]

Good deal, I appreciate you all looking into this. I'll keep trying to find patterns or any details that may help!