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  • Upgrade assistance

    Please upgrade and complete post installation requirements - It is a VERY old version and I am taking over as SF Admin and need to have Click & Pledge current. You have access for 1 week. Thank you.
    Org ID is 00DU0000000Jffo
    Last edited by Tami Jassey; 07-28-2021, 08:14 PM.

  • #2
    Good day @Tami Jassey

    I just reviewed your instance and noticed that your instance is up to date.

    Please check and 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


    • #3
      Thank you! Turns out my issue was the customized C&P App hasn't been updated to Lightning so it didn't show the Settings (and other Tabs) when I was in Lightning. I didn't think about checking the Classic view. Much appreciated.

      Comment


      • #4
        Hi Tami Jassey ,

        Our apps do work in Lightning. Here is some Salesforce documentation on how to convert the existing app to show as an app: Upgrade Classic Apps to Lightning Apps

        The tabs for Payment-as-a-Service will already be listed in your app menu, even in Lightning - so they are accessible, even if your classic app hasn't been converted.
        I sometimes find it's more helpful to use the app, though, as depending on how your instance is configured - you access to the navigation menu can disappear when accessing the tabs directly.
        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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