For an upcoming live event, we're customizing the C&P donation receipt:
One-time gifts should see info about today's gift.
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CCNadmin7 started a topic Donation receipt — dynamically display different info for one-time & recurring giftsin CONNECTDonation receipt — dynamically display different info for one-time & recurring gifts
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Issue Credit - Credit te
I was trying to issue credit for one of my recurring payments, but an error alert popped up. The name of the error is "null---(3501)", as reflected...
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Receipt Confusion
I've been noticing something strange happening with our transaction receipts, which I am cc'd on. Someone donated a one-time gift through our Recurring...Last edited by Hermen Felten; 03-02-2021, 09:10 AM.
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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, 11:38 AM.
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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....