Multi-Currency enabled orgs: Default currency populated on New Gift Interface
Currency code will be defaulted to users default currency on the new gift interface for any clients who have multi-currency enabled.
Recording Reject Codes in Causeview for Declined Payments through Batch/New Gift Interface
On CV’s previous release we populated the “Status Comment” field with the reject code and description for any payment that came in as declined through the CV Service. Now you can expect the same behavior for any gifts made through the Gift Batch or New Gift interface.
iATS - Next Payment Date field added to the Recurring Gift object
A new custom field called “Next Payment Date” is added to the Recurring Gift Object. You can add this new field to the current recurring gift page layout to identify when the next payment for that recurring gift will be processed. For more information on how to customize a page layout, refer to the following salesforce article: https://help.salesforce.com/HTViewHelpDoc?id=customize_layout.htm&language=en_US
Last Payment Date and Last Payment Amount field added to the Contact object
Two new custom fields “Last Payment Date” and “Last Payment Amount” are added to the contact object. These fields will help identify when an individual or account made a donation the last time and its amount. You can add these new fields to your existing Contact page layout. For more information on how to customize a page layout, refer to the following salesforce article: https://help.salesforce.com/HTViewHelpDoc?id=customize_layout.htm&language=en_US. For more information on how to use field level security to control the access users have to certain fields, refer to the following salesforce article: https://help.salesforce.com/HTViewHelpDoc?id=customize_layoutoverview.htm&language=en_US.
Gift Aid – Only for UK Customers
Gift Aid functionality is included as part of the CV package and only enabled for UK customers. This functionality is only meant for any organizations that reside in the UK.
UK Direct Debit Support – Only for UK Customers
Direct Debit is now supported for UK customers.
iATS Re-Presentment facility is now Live
Re-Presentment is a feature that allows clients to set the number of re-tries that iATS should attempt on a CC recurring gift that produces a decline.
You can login to your iATS customer portal and have this feature turned on as follows:
- Navigate to User Profile
- Re-attempt Settings
- Select the number of days you want to re-attempt besides “Credit Card Re-attempts”
- Select the Reject codes you want to apply this for
- Click on Save Settings