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Update recurring card exp date only and not the full card number

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  • Update recurring card exp date only and not the full card number

    1. It looks like the credit card expiration date of one of our donor's has been somehow updated on the Click & Pledge platform but it's not updated in Salesforce.
    2. Is there a way for us to update just the expiration date?

  • #2
    Good day @Monique

    1.May I know where exactly you have updated the credit card? Would you please share the order number?

    Please note that when you update the card in Connect it will pre-athorize the card and post the information to Salesforce if connected.

    2. Sorry, for now, we don't have option to only update the date. However, you can update the card within Connect as showing in the following KB article: https://support.clickandpledge.com/s...ng_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/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

    Comment


    • #3
      1. I did not update the credit card because I couldn't find a place to do that, so not sure how it got updated
      • In Connect: when I look at their recent transaction order #60252-200812095511932 it shows the new cc exp date
      • in SalesForce: Recurring Transaction still shows the 2020 exp date
      2. Please consider having this as an option as it makes it easier and convenient for our donors

      Comment


      • #4
        Good day @Monique

        Would you please grant access to your SF instance 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/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          CnP.Support.AM
          C&P Support
          CnP.Support.AM granted access ~ thanks!
          Last edited by Monique; 08-27-2020, 03:41 PM.

          Comment


          • #6
            Hi Monique,

            You are using the ProPay gateway, which provides a service called "EnsureBill". It is discussed in our ProPay Migration article. The card was likely updated as a part of this service.

            The card in Salesforce should also be updated. We are reviewing to see why this has not happened.

            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

            Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
            Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

            Comment


            • #7
              CnP.LiveSupport.AB
              Super Moderator
              CnP.LiveSupport.AB Thank you! Appreciate your checking into Salesforce records being updated as well.

              Comment


              • #8
                Monique,

                Could you grant access in Salesforce for a few more days so that we can continue to review Order # 60252-200812095511932 a few more days?
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

                Comment


                • #9
                  CnP.LiveSupport.AB
                  Super Moderator
                  CnP.LiveSupport.AB done, added another week

                  Comment


                  • #10
                    CnP.LiveSupport.AB
                    Super Moderator
                    CnP.LiveSupport.AB extended access to 9/15

                    Comment


                    • #11
                      Thanks for the reminder, Monique. The problem was resolved; however, I needed to delete the transaction from Salesforce (C&P Settings > Maintenance), and then post it again for the new card information to get transferred.

                      The record now reflects the correct card.

                      Click image for larger version

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                      Regards,
                      Click & Pledge Support Department

                      On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

                      Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                      Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
                      Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

                      Comment


                      • #12
                        CnP.LiveSupport.AB
                        Super Moderator
                        CnP.LiveSupport.AB Thanks so much for your help!! Hopefully, that was a one-time glitch :-)

                        Comment

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