Knowledge Base

Donor Management (Salesforce App)

  • Donor Management for Salesforce: Edit Recurring Transaction

    Version: 9.171213xxxx Recurring transactions may be edited, canceled, run ahead of schedule, or reprocessed if failed through the C&P Recurring in Salesforce. The features included in Salesforce match the same features in the Connect ...

    Last Updated: Dec 19, 2017 03:58AM EST
  • Delete the legacy tab - C&P Temporary Contact

    When the “Click & Pledge Payment as a Service” application is updated from V9.1014 (or prior) to V9.2030, you will find two C&P Temporary Contacts in the “All Tabs” screen. NOTE: This is not for new customers who are directly insta...

    Last Updated: Dec 16, 2015 03:28AM EST
  • Donor Management for Salesforce: Index Page for Third Party Integration

    Version: 9.171213xxxx Here you will find all the links which are related to Third Party Integration. Twilio Integration: http://help.clickandpledge.com/customer/portal/articles/2554117 GoToWebinar Integration: http://help.clickandpledge....

    Last Updated: Dec 19, 2017 03:59AM EST
  • Donor Management for Salesforce: Default Autoresponder

    Version: 9.171213xxxx When a transaction is processed, Autoresponder automatically fires the Email/SMS to the default Email-id/Contact number. Autoresponder only fires when the conditions are satisfied. Step 1: Select Defaults from the ...

    Last Updated: Dec 19, 2017 03:59AM EST
  • Donor Management for Salesforce: C&P Alias

    Version: 9.171213xxxx Prerequisite: C&P Contact Alias will be created only when the Match Fields (C&P Settings > Contacts & Accounts > Match Fields) are matched and, at least, one field information is different compare t...

    Last Updated: Dec 19, 2017 04:00AM EST
  • Donor Management for Salesforce: Analytics

    Version: 9.171213xxxx Step 1: Click on Analytics in C&P Settings. Step 2: Enable the patron rank so that automatic calculation will starts on 3:00 a.m daily based upon the opportunity SKU Condition. If Patron Rank is disabled, then ...

    Last Updated: Dec 19, 2017 04:00AM EST
  • Donor Management for Salesforce: C&P Invoice Settings

    Version: 9.170911xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. To set up an Invoice, Invoice Setting is the primary step. 1.Site URL: Get the site URL by clicking on G...

    Last Updated: Sep 25, 2017 05:41AM EDT
  • Donor Management for Salesforce: C&P Invoice Policy

    Version: 9.171213xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. Invoices may be setup with various invoice policies with due dates, late fees, and discount schedules. Payme...

    Last Updated: Dec 19, 2017 04:01AM EST
  • Donor Management for Salesforce: Recurring Detailed Page

    Version: 9.171213xxxx Recurring transactions may be updated with new information to be reflected in the future occurrences. The following actions may be taken on a recurring transaction: Edit Field Set Cancel Recurring ...

    Last Updated: Dec 19, 2017 04:01AM EST
  • Donor Management for Salesforce: Power of SKU

    Version: 9.171213xxxx A SKU (Stock-Keeping Unit) is a unique identifier for each item that can be purchased. Attaching SKUs to items allows organizations to track inventory easily and search for items based on a SKU. This will be helpful t...

    Last Updated: Dec 19, 2017 04:39AM EST
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