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  • Upgrade to add Events

    Okay- we have an event up (and it's live), but can't find a way to offer "check" (as opposed to e-check) in the payment options, so that we can manually enter checks that arrive for tickets - it doesn't appear to be available for us to add?

    Also - I'm a bit confused about the interface - I'm seeing something very different from what Salesforce looks like, but the videos about the C&P Events Management show something that looks a lot more like a normal Salesforce page. Are we running the most recent version, and was the install completed through post-installion steps?

    Our ID is 00D1a000000YF55 and I believe I have given you access per the instructions provided, if that helps.

  • #2
    Good day @Leslie,

    I moved this post to the Event Management channel as it is not related to the installation or upgrade. We try to make sure that posts are related to the channel they are posted in- this helps everyone when browsing the posts.

    Now for your question:

    Checks, pay at the door, hand shake, etc. etc. are all considered "Custom Payment Types". To offer custom payment type for any event simply add it to the payment type section of the Basic page for the event as shown below:

    Click image for larger version

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    add any text you want and separate additional type with semi-colon. Once enabled the registrant may choose the payment type at check-out.

    If you wish to only offer this for the Box Office and not the registrant then add the types to the Default Settings > Box Office.

    I reviewed your installation and you are not at the latest release. We have access to your instance and we can upgrade you if you want. Just let us know and we will have it all upgraded by tomorrow.

    You are currently using:

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    This is one version behind.

    Do you wish for us to upgrade 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/
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    • #3
      Yes, do please upgrade us. How are we notified of updates/upgrades?

      Comment


      • #4
        In the Default Box Office settings, I attempted to add "Paper Check" and "Cash" and "PaperCheck" and also "Paper Check;Cash" - anything I type in gets the same error - "Please Enter Valid Custom Payment Name" -- WAIT - I did get it to add "Cash" (why it worked that time, I don't know) and then I added PaperChk because it didn't like any version with the word Check included, in spite of the demo I saw where one option was listed as "Paper Check". I will go test that to see if it will work.

        Will a custom payment still generate an opportunity?
        Last edited by Leslie Cox; 08-19-2015, 03:47 PM. Reason: Okay, I did manage to add to the Box Office. It wasn't clear that I couldn't use the word "Check" at all, but that seems to have been the problem.

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        • #5
          Good day!

          The word Check is a reserved word in the version yo uare on. In the new release this restriction has been removed.

          For now you can add ch.eck (or some variation of the word, e.g. chk) and update it after your instance has been updated to the latest release.

          Hope that answers your question.
          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

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          • #6
            Thank you, yes, that explains it!

            How are we notified when new releases are available?
            Last edited by Leslie Cox; 08-19-2015, 04:18 PM. Reason: typo

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            • #7
              And an apppropriate opportunity was created from the check I input. What is the C&P object that equates to the SalesForce Payment?

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              • #8
                Good day!

                To receive notices of all updates and releases please subscribe to this channel: http://forums.clickandpledge.com/for...-announcements

                We always post to the News channel all updates before our marketing sends any newsletters. Of course our newsletters have a 5% open rate so not sure anyone really reads them.

                I am not sure I understand what you mean by "Salesforce Payment". Salesforce does not have a "Payment" object that I am aware of.

                The opportunities are created and the C&P Transaction is the parent object that shows the total payment while opportunities related to individual payments for each attendee.

                Hope that answers your question.
                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

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                • #9
                  Yes, it does answer the question; I may not have been right in calling it an object... Every Opportunity in SF (eventually, hopefully- ) has a Payment to show when it has been paid/completed. So, the field I'm looking for is the C&P Transaction then. Thank you for being able to interpret my badly phrased question. :-)

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                  • #10
                    @Leslie Cox,

                    Oh! you are referring to the NPSP Payment object. We don't consider NPSP as Salesforce since NPSP is an app and the Payment is not in Salesforce but a feature of NPSP.

                    Payments are created by NPSP when a new opportunity is created. On new Opportunity a new payment will be automatically created by NPSP. Same is true when we create it with event- it should create an entry for Payment.

                    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

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                    • #11
                      I see in the link you sent to the announcements that it says that some upgrade features are not backwards compatible. Should we hold off on having the upgrade until our live event is done? Or is there a way to swap over to a new event built with the new version somewhat seamlessly? I only have one registrant so far...

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                      • #12
                        I didn't know that it was only in NPSP that there was a Payment Object! Okay, I just learned another new thing today. Thanks again!

                        Meanwhile, no payment was created for the registration that I did with the "PaperChk" custom payment option. Do I need to worry about that?

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                        • #13
                          Leslie,

                          I suggest you upgrade but the only issue you need to be concerned with is the emails. The new system has a new tab called "Registration Emails" allowing you to create new emails for registrant or attendees based on various conditions.

                          In the old release you had the option to only create a single email to go out for registrant and one for attendees regardless of the payment method or the level registered for. In this release you can select which payment method should be used for the email and which attendee should get what email based on the registered level.

                          We can upgrade you and enable the emails by default and you can later go and add to it if you want to. Otherwise it is fully compatible.
                          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

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                          • #14
                            Leslie,

                            Has there been an opportunity? If you have an opportunity but no payment then it is NPSP that is not creating it. NPSP creates a Payment record on creation of new opportunities.
                            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

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                            • #15
                              Okay, great - that sounds good (about the update). You've been wonderful, and made my day better.
                              Last edited by Leslie Cox; 08-19-2015, 04:52 PM. Reason: (Lack of clarity - two topics in the stream)

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