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  • Event Testing and Webpage Details

    Hello!!!! I am back part-time and unfortunately can't call in to the daily meetings. Hopefully we can get this worked out asap as we have a go-live TODAY!! (Yeah, welcome back...)

    We have 5 questions regarding an event that we are setting up for a non-profit:
    1. In test mode on the event, how can the credit card process and receipt process be tested? Now it won't let you enter the credit card number. I thought it would in the past.
    2. Can Total Tax Deductible only be shown on the checkout page so that you can also see Terms & Conditions with it? (Either have T&C also on first page - or - not put Total Tax Deductible on first page)
    3. On an anonymous event, Can adding Qty be less ambiguous? A button, a plus sign, a something?
    4. Can you help make sure I have the custom questions linked properly within Salesforce?
    5. Would you please help me ensure that I have auto invoice set up?
    Last edited by [email protected]; 02-29-2016, 02:10 PM.

  • #2
    Good day!

    In TEST mode we actually fill out the credit card number - see below:

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    the tax deductible portion cannot be disabled. We will see if we can hide it if it is $0. It is a good idea to offer this option.
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    As for quantity - it is an open box in this release. We are providing other options in the next release:

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    As for reviewing the instance we need to know which organization Salesforce ID you are referring to. In your profile we see:
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    I understand you are the consultant but we have no information about your client's Salesforce Org ID to login and check.

    Let us know if we can be of more 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


    • #3
      Salesforce.com Organization ID 00Di0000000cG9J

      1. In test mode on the event, how can the credit card process and receipt process be tested? Now it won't let you enter the credit card number. I thought it would in the past. When we go to test, it won't let us put in your mock cc number. It won't let us type in anything.
      2. Can Total Tax Deductible only be shown on the checkout page so that you can also see Terms & Conditions with it? Is it possible then to add the T&C's to the first page as well?
      3. Thank you for adding this to the next release.

      Comment


      • #4
        This is the link where we ran into the URL and credit card transaction fail:
        https://rockride.secure.force.com/de...1000006LD7fAAG
        The permissions are not correct. The credit card and Company Website fields are not showing.

        Comment


        • #5
          What is the status of correcting the cc testing info? Client is getting VERY uncomfortable.

          Comment


          • #6
            Good day!

            We have reviewed this and realized you are in an older release that had this issue in certain conditions.

            Please grant us access so we upgrade your instance.

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            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
              Access has been granted.

              Comment


              • #8
                Good day @Faith,

                We upgraded the instance & fixed the issue. Please see below:

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                Also below please find the upgrade information:
                It is highly recommended that you re-establish the connection after each upgrade. To establish connection please see the following KB article: http://help.clickandpledge.com/custo...rticles/803669

                Release notes:
                Important Consideration:

                The following 2 points need to be considered as part of this update since you may see more temporary contacts than you had prior to this update.
                • C&P Temporary Contact: In the 4.1x release Event's temporary contacts are part of the global C&P Temporary Contacts. Any attendee that was previously in the Event's temporary contact is now in the C&P Temporary Contact tab.
                • Maintenance: The maintenance self-healing service (C&P Settings > Maintenance) reviews all C&P Data logs and attempts to fix any errors that may have resulted from the post. To resolve the error, the self-healing service will delete & re-posts the prior post. This action in most cases will resolve any error that might have happened due to NPSP's record locks, etc.
                You may also join our Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                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

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