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  • Created by when using Virtual Terminal

    When my team processes transactions using the Virtual Terminal, is there a field where we can see which user processed the transaction? This is really important for us to have as part of check and balances for processing financial transactions. When we are being audited, the auditors want to see this field. Thanks.

  • #2
    Good day @mjokiman

    Sorry that is not an option in current system but it is part of version 10 where one can have the ownership of the transaction.
    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
      I see right now it's showing "Owner" or "Created By" both on the Recurring donation and Transaction Details as "Integration User". I just want to confirm that in version 10, it'll show the user name who processed the transaction instead of Integration user, correct? And when is version 10 slated to be released?

      Thanks

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      • #4
        Good day @mjokiman

        Yes, that is true and the release 10.x is hopefully due out in Q4 of this year.
        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

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        • #5
          Hi checking up on the status of this as it's really important for us to have this functionality to make sure we're in compliance. Thank you!

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          • #6
            Good day @mjokiman

            Sorry it is yet to complete. It is scheduled for next year. As of now there is NO ETA.
            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

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            • #7
              Hi, in order to stay in compliance our auditors are requiring us to have this information. If this feature is not something that you guys are going to have, then we're forced to look into another vendor to process our donations.

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              • #8
                Good day mjokiman

                The feature you are requesting is part of release 10, due out later this year.

                What we always find interesting, in our team, is regardless of how many features one has and how accommodating we try to be, there is always a feature, a font, a color, something that a client will ask for that if we do not have they will switch to another vendor. We find this of interest - there is always that 1 feature.

                Sorry that this one feature is not available at this time.
                Regards,
                Click & Pledge Support Department

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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                • #9
                  Hi, if it's just about font or color something to that nature we would not be switching to another vendor. The effort required to migrate to another vendor is much more greater than having a yellow color vs color. But this feature that we're requesting it has to do with staying in compliance with auditors. This has to do with data security and integrity. There has to be a way to do a check and balance in everything we do when processing financial transactions. One of my team members cancelled a recurring donation. I can't tell who cancelled it. Or if a team member processed a $3000 transaction instead of $30, we have no way of identifying which team member processed the donation. Again, this has to do with our auditors and data security. I don't think it's in the same level of importance as requesting a font or a color change.

                  Comment


                  • #10
                    Good day mjokiman

                    Please see: https://forums.clickandpledge.com/fo...-beta-releases

                    The feature you requested is now part of the upcoming release. If you wish to install the beta version please let us know. This is a very stable release as it has been in testing for a while. We will keep this in public beta for a week before releasing it to the appExchange.
                    Regards,
                    Click & Pledge Support Department

                    Join us @ the educational webinars: https://clickandpledge.com/webinars/
                    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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                    • #11
                      OMG yes please install beta version for this feature!!! Thank you thank you!!!

                      Comment


                      • #12
                        Good day @mjokiman

                        Per your request, we have upgraded your instance with BETA versions.

                        Please test it and 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


                        • #13
                          Hi, this transactions was processed by one of my team members https://cnp-paas.na35.visual.force.c...1000005CvipEAC . order number 36448-180413084613670. The owner shows my name even though it wasn't me who processed the donation. Is there a reason why? Here's another example: 36448-180403103901720

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                          • #14
                            Good day @mjokiman

                            The owner will be you but the "Processed By" should be the person who actually processed this transaction. However, in case of recurring, since the installments processed automatically by the system, it doesn't show "Processed By" but you may see the details in C&P Recurring detail page.
                            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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