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New release for no charge events

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  • New release for no charge events

    So in my support call yesterday I was told I could turn off invoice for no charge events. The system requires something clicked in that section, so i choose custom payments and put in no charge. So once the person puts in first and last name and e-mail address they are done? They can't move on the the next page. They show up as an attendee but as pending.

    Is this the correct way to handle co charge events?
    And how do you move them from pending?

    Charlaine

  • #2
    Charlaine,

    Are you sure you have done the post-installation correctly?

    The payment form will take all the billing information but no credit card or payment fields will be shown. The button for registration will register the person.

    It seems like you have not done the post-installation correctly for field level viewing and permission.

    Please refer to the post installation document: http://manual.clickandpledge.com/Sal...tallation.html
    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
      Are there new post installation instructions after the release this week?

      Comment


      • #4
        Charlaine,

        When you upgrade Salesforce does not extend the settings you had set before to the new objects.

        In the new release there is Custom Payment Type and name as 2 new fields. If you follow the post installation and ensures all is in place it will work. With upgrades those 2 fields are left as NOT Viewable.
        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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