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Form of Payment field on Virtual Terminal

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  • Form of Payment field on Virtual Terminal

    We had a user mistakenly used the Virtual Terminal to create some opportunities for Cash and Check donations. They are showing as Money Order opportunities in the Form of Payment field. Here is the formula for the field:

    (IF( TEXT(CnP_PaaS__CnP_OrderNumber__r.CnP_PaaS__Paymen tType__c) <> NULL, TEXT(CnP_PaaS__CnP_OrderNumber__r.CnP_PaaS__Paymen tType__c), TEXT(sbx_FormOfPayment__c ))

    We would like to go back and correct those Form of Payment fields to say Cash or Check.
    Can you tell us where that field is, and if we can edit it to reflect in this formula field?

  • #2
    Good day @Eric Pitts

    May I know on which object you have written that formula for the field so that we can review it?
    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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    Comment


    • #3
      I believe this is in the C&P Data object.

      Comment


      • #4
        Is this data coming from the picklist in the Virtual terminal?

        Comment


        • #5
          Yes, above is the Virtual Terminal settings which will reflect in C&P Virtual Terminal in Salesforce. Please review the following KB article: http://help.clickandpledge.com/custo...ticles/1164715
          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


          • #6
            Is it possible to update that field to reflect on the opportunity?

            Comment


            • #7
              Please note that that field is for custom payment type to allow and do payment from the SF VT and of course if you update that field in C&P Settings >> Virtual Terminal and process the transaction through SF VT then you see the newly created opportunity with the changed value.
              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
                If I understand correctly, the opportunity has to be recreated. That field on the existing opportunity cannot be updated to reflect a different payment type. Is that correct?

                Comment


                • #9
                  Yes, you are correct.
                  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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