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Invoice Policy Not Saving/Showing Terms and Conditions

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  • Invoice Policy Not Saving/Showing Terms and Conditions

    When creating an Invoice Policy I entered text in several different forms in the Terms and Conditions section. Upon saving and reviewing the information, no text is shown. See images before and after saving. Any idea why this is occurring? Thank you

    TandC Before
    Click image for larger version

Name:	TandC After.PNG
Views:	11
Size:	16.9 KB
ID:	50863

  • #2
    Good day @ctugwell

    We reviewed and noticed that you are at a version in which we do have an issue with the invoice terms & conditions section. Please grant us login access so that we can upgrade your instance.
    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
      Granted. 00DE0000000YSBE

      Comment


      • #4
        Good day @ctugwell

        We have upgraded your instance.

        It is always best practice to re-establish the connection after each upgrade.

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

        Please check 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

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