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Hi,
You installed the new Click & Pay app in our sandbox for testing and I have a few questions. Our sandbox org Id is 00DEm000000NjUH and you should still have login access if you need to look at this further.
First of all, are our current settings supposed to map over to the new app? (I mentioned this on the upgrade post as well, but I figured it would be better to start a new topic). After exploring after posting that earlier question, I see that some things were moved (like our C&P Autoresponder settings are there, but no C&P templates show under the Designer tab). However, other things are missing like all our mapping and matching settings. Is that expected?
Secondly, I can’t actually create any new email templates. When I open the Designer in Chrome, it just has a spinning icon. When I inspect element, I see that I am getting a Visualforce Remoting Exception: Script thrown exception from CnP_PaaS.EmailBuilderController, method getMergeTags. Since I haven’t been able to get it to load, I can’t tell, but is there a way to edit the HTML of the email directly? Also, I see that our old C&P Designer templates are listed in the autoresponder settings, but not in Designer. Are they legacy templates and will they need to be switched over?
Thirdly, when I try to create a new Store, it says that I’m missing required fields even though I’ve filled out all the required fields. Are there some fields that aren’t marked as required but really are required? Or maybe there are some other settings I have to create first? If so, it would be helpful to provide guidance for that on the create store page. As a side note, when creating a store the field Automatic Process Order Status has the wrong help text and wrong validation title. It thinks it is the Counter Increment which is further down.
Fourthly, I’ve added the Analyst - Patron Demographic Screening box to our contact pages. However, I’m not seeing any data in it. Is there something I have to do to make that work? What I’m noticing is that if the contact doesn’t have any C&P donations, the Year field doesn’t show any options at all. And the data under “contributions relative to zip code data” is blank. If the contact does have C&P transactions, the year field shows up (with options from 2010 - 2020), but I don’t see any data under “contributions relative to zip code data” I think this may be because the people in our sandbox don’t have C&P transactions in 2020 or before, so nothing is showing up. It would be great to show the IRS zip code data regardless of whether a contact has C&P transactions (and then just show 0 for the contact’s data). Perhaps there is something I’m missing in setting it up?
Thanks for your help!
You installed the new Click & Pay app in our sandbox for testing and I have a few questions. Our sandbox org Id is 00DEm000000NjUH and you should still have login access if you need to look at this further.
First of all, are our current settings supposed to map over to the new app? (I mentioned this on the upgrade post as well, but I figured it would be better to start a new topic). After exploring after posting that earlier question, I see that some things were moved (like our C&P Autoresponder settings are there, but no C&P templates show under the Designer tab). However, other things are missing like all our mapping and matching settings. Is that expected?
Secondly, I can’t actually create any new email templates. When I open the Designer in Chrome, it just has a spinning icon. When I inspect element, I see that I am getting a Visualforce Remoting Exception: Script thrown exception from CnP_PaaS.EmailBuilderController, method getMergeTags. Since I haven’t been able to get it to load, I can’t tell, but is there a way to edit the HTML of the email directly? Also, I see that our old C&P Designer templates are listed in the autoresponder settings, but not in Designer. Are they legacy templates and will they need to be switched over?
Thirdly, when I try to create a new Store, it says that I’m missing required fields even though I’ve filled out all the required fields. Are there some fields that aren’t marked as required but really are required? Or maybe there are some other settings I have to create first? If so, it would be helpful to provide guidance for that on the create store page. As a side note, when creating a store the field Automatic Process Order Status has the wrong help text and wrong validation title. It thinks it is the Counter Increment which is further down.
Fourthly, I’ve added the Analyst - Patron Demographic Screening box to our contact pages. However, I’m not seeing any data in it. Is there something I have to do to make that work? What I’m noticing is that if the contact doesn’t have any C&P donations, the Year field doesn’t show any options at all. And the data under “contributions relative to zip code data” is blank. If the contact does have C&P transactions, the year field shows up (with options from 2010 - 2020), but I don’t see any data under “contributions relative to zip code data” I think this may be because the people in our sandbox don’t have C&P transactions in 2020 or before, so nothing is showing up. It would be great to show the IRS zip code data regardless of whether a contact has C&P transactions (and then just show 0 for the contact’s data). Perhaps there is something I’m missing in setting it up?
Thanks for your help!
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