Announcement

Collapse

Information Needed

See more
See less

Adding Custom Field to Recurring Transactions

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Adding Custom Field to Recurring Transactions

    I'd like to be able to associate recurring transactions with the person they are in support of in addition to the person who gave it. I've added a custom lookup field to the contact object to the C&P Recurring object and added it to the CnPRecurring Layout page layout. However, it doesn't seem that the page layout is what is being used when displaying information for a C&P recurring transaction record. How can I get my custom field to show up?

  • #2
    Ah, I see that the standard buttons of new and view have been set to a default of a Visualforce page rather than the standard Salesforce page. Is there any technical difficulty that would arise from changing it back to the standard Salesforce.com page?

    Comment


    • #3
      Good day!

      what version of the Salesforce payment application are you currently using?
      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


      • #4
        Version 4.32

        Comment


        • #5
          Hi, with the version number 4.32 can you answer my question about any technical implications about changing that view back to a standard Salesforce page?

          Comment


          • #6
            Good day!

            The VF page was set up to remove EDIT button for recurring. Editing the recurring will cause issues when future recurring posts and the required information is not found.

            If you decide to revert back to the STANDARD view then please don't edit the value in the fields if you wish for future recurring transactions to post without issues.
            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

            Working...
            X