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  • Upgrading from 1.99 to 1.1000

    I am trying to follow the upgrade steps but am stuck at Step 1: Custom Field Level Security. I can get to the Custom Field Level Security page, but when I view the C&P Event, C&P Event Registrant and the C&P Registration Level pages to make the required fields visible, they aren't there and I can't "make visible for the following fields at respective objects." Then, the following image in the update instructions makes it look like I need to create/update those fields instead of just making them visible?

    Please clarify what I need to do in Step 1 and how, exactly, I need to do it.

    Thanks!

  • #2
    Good day @SEFAA,

    It is hard to remotely debug your issue. Would you please grant us access and we will login and fix it for you. I will also send you screen shots of what we have done so you know what you were missing.

    Let me know when we have login access so I can set it for review.
    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
      Actually, ClickandPledge is already set up as a user with System Admin. privileges. Do I need to do anything else?

      Comment


      • #4
        Good day!

        Sorry but we don't keep record of the userid's once an issue has been resolved. We have tried to login to your account but can't see your organization ID in the list of accounts we have access to.

        Please grant us access so we can login and review your account. Please refer to the following article:

        http://forums.clickandpledge.com/showthread.php?t=1037

        We have changed our process so please follow the steps and let us know the Organization ID so we can review your account.

        Looking forward to hearing back from you.
        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
          Good day!

          Our support department just finished review of your account and has responded to you. Here is the result of our finding:

          After looking into this issue, it appears you are doing the post install instructions before the update.

          You have to do the update then follow the instructions and all of the options under custom field level security will be there.

          Also please note you have to install the Class Library first, then install the Click & Pledge Payment-as-a-Service update and the Click & Pledge Events last.


          Please let me know if you run into any issues during the install.
          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
            Navigation Instructions to Public Access Settings incorrect in C&P manual

            I would like to add that your instructions for Step 1 (at http://manual.clickandpledge.com/1-99-To-1-1000.html) directed people to "Setup >. App Setup >. Sites > Click on Site Label > Public Access Settings > Field-Level Security [Custom Field-Level Security]", and I think this is now outdated?

            I followed this path: Setup > Develop > Sites > Click on Site Label > Public Access Settings > Field-Level Security [Custom Field-Level Security]

            -Tracey


            Originally posted by SEFAA View Post
            I am trying to follow the upgrade steps but am stuck at Step 1: Custom Field Level Security. I can get to the Custom Field Level Security page, but when I view the C&P Event, C&P Event Registrant and the C&P Registration Level pages to make the required fields visible, they aren't there and I can't "make visible for the following fields at respective objects." Then, the following image in the update instructions makes it look like I need to create/update those fields instead of just making them visible?

            Please clarify what I need to do in Step 1 and how, exactly, I need to do it.

            Thanks!

            Comment


            • #7
              Hi Tracey,

              Thank you for pointing this out. I have forwarded this to our training department to review & correct.

              Salesforce changes cause a lot of changes in our manual and at times we miss the update. We will attend to this immediately.
              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
                Tracey,

                I reviewed the manual and I think we needed to add one other item - not sure if your link is correct. See image below:

                App Setup > Develop > Sites

                Click image for larger version

Name:	Setup-AppSetup.jpg
Views:	1
Size:	27.2 KB
ID:	15227

                I think the "Develop" text was missing.

                We fixed the manual and thank you for pointing this out to us.
                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


                • #9
                  Installed and up and running. Thanks for all of your help!

                  Comment

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