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2025 Q1 Posi Giving Release Notes

2025 Q1 Posi Giving Release Notes

ProntoGiving

2.216 (03/03/2025)

URL: /packaging/installPackage.apexp?p0=04tIT000001Zn8i

Required packages

ProntoPayments 2.85.121 or higher

Enhancements

  • Process BDE Item - Add a flag to indicate not to process a payment

    • If the Do Not Process Payment parameter is TRUE,

      • Regardless of whether the ProntoGiving Settings custom setting’s Process Payment Immediately is TRUE or FALSE, do NOT process a payment

    • If the Do Not Process Payment parameter is FALSE,

      • The existing functionality will be followed where a payment will be processed

2.215 (06/02/2025)

URL: /packaging/installPackage.apexp?p0=04tIT000001Zk54

Required packages

ProntoPayments 2.85.121 or higher

Fixes

Upgrade the API Version for Apex Classes, Apex Triggers, and Visualforce Pages

  • All apex classes, apex triggers, and visualforce pages with an API Version lower than 45.0 are upgraded to version 55.0

ProntoEngage

2.21 (06/02/2025)

URL: /packaging/installPackage.apexp?p0=04t0K000001E4Yv

Fixes

Upgrade the API Version for Apex Classes, Apex Triggers, and Visualforce Pages

  • All apex classes, apex triggers, and visualforce pages with an API Version lower than 45.0 are upgraded to version 55.0

ProntoPlus

2.100 (19/03/2025)

URL: /packaging/installPackage.apexp?p0=04tGA000004NLzl

Upgrade Risk

  • For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches  

    • Send Receipts  

    • Generate Receipts 

  • For installation or upgrade to version 2.94 or higher, do this configuration

Enhancements

  • Generate Receipt - Exclude 'AgeInDays' Field in Opportunity Query

    • AgeInDays field is available if Pipeline Inspection is enabled

    • When generating a receipt via button or schedule batch every 10 mins

      • A Receipt (PPlus) record is created and linked to the Opportunity record

      • A receipt file is generated successfully

Fixes

  • Historic Opportunity that use the old Receipt Number (PPlus) won't be generated via Manual and Batch

    • When generating a receipt using old Opportunity receord and Receipt Number (PPlus) is empty (before version 2.94), an error will occur ‘Error: Cannot generate receipt copy. Please provide Donation Type and Receipt Number.’

    • This issue is now fixed.

2.97 (06/02/2025)

URL: /packaging/installPackage.apexp?p0=04tGA000004NKnD

Upgrade Risk

  • For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches  

    • Send Receipts  

    • Generate Receipts 

  • For installation or upgrade to version 2.94 or higher, do this configuration

Fixes

Upgrade the API Version for Apex Classes, Apex Triggers, and Visualforce Pages

  • All apex classes, apex triggers, and visualforce pages with an API Version lower than 45.0 are upgraded to version 55.0

2.96 (23/01/2025)

URL: /packaging/installPackage.apexp?p0=04tGA000004NFAF

Upgrade Risk

  • For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches  

    • Send Receipts  

    • Generate Receipts 

  • For installation or upgrade to version 2.94 or higher, do this configuration

Bug Fixes

  • Incorrect Receipt Date '{!relatedToCloseDate}' when generated

    • Both the Opportunity and Receipt record has a CloseDate of 31/12/2024, but when it open the PDF file via View Receipt Copy button or sending receipts via email, the CloseDate was then changed to 31/12/2025.

    • This issue is now fixed.

    • Post Config:

      • When upgrading this version, the date format we updated in Close Date Format picklist in Receipt Setting (PPlus) was not updated due to the salesforce limitation in First-Generation Manage Package when packaging a Picklist Value.

        • Adding or Updating a Picklist Values in a managed package was initially deployed during Winter '18 but Salesforce had to revert that change and pull it from the release. They are evaluating it for a future release.

        • For further information, please refer to this articles:

        • To update the date format, go to Setup > Object Manager > Receipt Setting (PPlus) > Click Close Date Format

          image-20250205-002849.png
        • Update the Label and API Name from “dd/MM/YYYY” to “dd/MM/yyyy”

          • NOTE: This update doesn’t affect since it only get the Close Date Format picklist in ProntoPlus Settings for generating a receipts.

        • Do the same for Current Date Format and Payment Date Format

        • When generating a receipt after saving the picklist, both the Opportunity and generating receipt has a CloseDate of “31/12/2024” rather than “31/12/2025”

      • Our updates in this version was only shown in the newly freshed org.

 

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