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  • New Event Management on AppExchange ?

    The version now listed on the AppExchange is 2.1010.

    1. Is that version the new 4th Quarter Event Management platform ?

    2. How do we "upgrade" to that version if we already have Event Management installed ?

    Thanks

  • #2
    Good day!

    Yes- that is the new Winter 2014 release. We have not yet announced it to our clients since the manual is being completed tonight. The announcement will be sent out tomorrow - December 20, 2013.

    Here is the manual and upgrade instructions: http://manual.clickandpledge.com/Pos...ation-2-0.html

    Please note that we do not recommend an upgrade if you have an active event that is taking registration at the moment of upgrade. It is best that the upgrade be made when no active event is going on.

    We will post instructions and additional information tomorrow and throughout the weekend.
    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
      On my question 2:

      2. How do we "upgrade" to that version if we already have Event Management installed ?

      Do I first "uninstall" Version 1.0 from Salesforce, or just install the 2.0 "on top" of 1.0 ?

      Please advise.

      Comment


      • #4
        Good day!

        Simply upgrade to release 2.0 and it should work. Please note:

        - Events that are defined in release 1.0 may be used in 2.0 format but you have to define the custom questions again. Questions have a different format in 2.0 version so they need to be entered again.

        Please 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


        • #5
          When you say "upgrade" you mean "Install" ?

          I do not see an "upgrade" option.

          Thanks

          Comment


          • #6
            Hi;

            When we say upgrade we mean do NOT uninstall - simply install the new version and Salesforce will upgrade the existing version.

            Hope that helps.
            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


            • #7
              I did the upgrade from the app exchange and my SFD settings say I am upgraded to version 2.10. My interface hasn't changed at all though. The webinar shows a totally different look. I tested the info popup bug from the earlier version that was being fixed in the new version and it isn't fixed so I'm assuming there is more I need to do to activate this new version? I read through the post installation instructions from the link in this post. Those look like instructions for a new installation and not an upgrade. Those instructions have already been done in previous versions. I've never had to redo them for an upgrade. (FYI I installed the library, the paas and then the events in that order)

              Please advise.

              Thanks.
              Last edited by Nina Boatman; 12-20-2013, 10:48 AM.

              Comment


              • #8
                Hi Nina,

                The version 1.x interface is still there for backward compatibility. Events that are still in 1.x may be managed without any interruption.

                Please go to the Event Management tab and you will see the new interface.
                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
                  Thanks. I only have 1 live event. It was suggested that we implement the new platform when there are no live events to avoid any issues. Although the live events shows up under the new install. Just to test it I put the new iframe code on my website and there was a Authorization required error. Can you direct me to the easiest way to make an active event work in the new interface? If not, do you suggest I re create it in under the new interface?

                  Thanks! Looking forward to the new system!

                  Comment


                  • #10
                    Nina,

                    All should work - just add the custom questions again in the new system.

                    We just had the office hours for today and recorded a complete event creation during the office hours. We will distribute the video next week.
                    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


                    • #11
                      If I use the iframe code from the new system it gives me a Authorization required error when I view the event. The original iFrame code works the same as it used to except the bug with the info bubble not closing is still there. I walked through the new webinar in creating a new event. Both iframe codes were embedded in the same page. The old event worked and the new one had the authentication error. Do both systems use the same site? Is there something I'm missing?

                      Thanks for the help.

                      Comment


                      • #12
                        Nina,

                        Event 2.x has more permission sets and if you are getting the error it means you have not followed the post installation steps. More fields need to be given permission to for the anonymous user.

                        Here is the post-install: http://manual.clickandpledge.com/Sal...tallation.html

                        If you can't figure out which permission is not set right give us access and we will review it for 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


                        • #13
                          Awesome. Thanks. Well, by the time I get through the post installation you guys might be offline. Would it be quicker if you guys get in there? You still have access to my Salesforce.
                          Last edited by Nina Boatman; 12-20-2013, 04:59 PM.

                          Comment


                          • #14
                            I think I got it. Thanks guys. Have a great weekend.

                            Comment


                            • #15
                              Nina:

                              We just upgraded our Events and do not see the new interface either. Did you finally get to see the new interface? What finally did the trick for you? Thanks for your help. I would start a new question, but figured since you had the same issue I would start here.

                              Thanks
                              Hellen

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