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Specific Receipt for recurring donations?
Hi there! We're hoping to have a different receipt template for recurring donations. Since we don't have a recurring donations campaign, I don't see a...
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Update Monthly Donation Amount
Hello!
I had a monthly donor call wanting to increase their monthly donation amount. I could not find anywhere in Connect to update this...
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Monthly donations declining
Hello, our monthly donations started declining this weekend. Not sure how to resolve this issue. No reason is given in the email notifying us. Please...
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Recurring monthly payments charging the full annual fee each month not 1/12
We have a form on our website that takes donations. There is an annual amount of $250 and an option for a monthly payment of $20.83. When users choose...
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Donor registration and login
Hello! Just wondering if Click and Pledge allows donors to register when donating so that their relevant info (name, contact info, payment info) can be...
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Update Recurring Transaction Campaign
I have a client who receives a lot of recurring transactions and the campaign code is paramount because they actually provide some small commissions to...
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Salesforce PaaS Release 9.3001
Release Date: January 12, 2016
Version #: 9.3001
New Features:- Matching Gift as option for Record Type in Contact Role, Customization
Last edited by CnP.Support; 01-13-2016, 12:38 PM.
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How to Increase a Recurring Donation
We have a good problem. An existing donor would like to double their recurring donation. How do we make those changes or what is the best practices for...
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Feature Suggestion: Gravity Form option to hide # of installments for donor
Feature suggestion: When a donor wishes to make a donation recurring, they are given the option to chose to make the installment recurring, how often...
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Manually processing recurring transactions
Hello,
I am successfully using the Click and Pledge Virtual Terminal plug-in to Salesforce to process one-time manual credit card transactions....
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Ability to edit Recurring Transactions data
Hello,
We previously had some recurring transactions set up that were posted without any SKU data (we were not using the SKU field at that...
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Release 1.1000: Minor adjustment for installment payment
Release Date: May 20,2013
Version #: 1.1000
New Feature:- None
Enhancements:- Adjustment for installment when a large amount
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Recurring Transaction receipts
When we set up a recurring transaction for a donor, four email addresses get the confirmation receipt but only one of our staff-members receives an email...