2022 Q3 Posi Giving Release Notes

Owned by Posimente
May 23, 2023
6 min read

Product releases in this quarter

ProntoPayments 2022 Q3 release notes are located in the ProntoPayments v2 section.

Web Integration Toolkit (WIT)

1.60 (30/9/2022)

URL: /packaging/installPackage.apexp?p0=04t5g000000psLn

Required packages

  • ProntoPayments 2.85.66 or higher

  • ProntoGiving 2.145 or higher

  • ProntoPlus 2.69 or higher

Enhancement
CCV accepts 4 Digits

Fixes

  • Image URL malformed

  • Dollar Handle Image Not Responsive Donation Page text adjusted

Date Uploaded: Version Number:

1.59 (21/9/2022)

URL: /packaging/installPackage.apexp?p0=04t5g000000pqKx

Required packages

  • ProntoPayments 2.85.66 or higher

  • ProntoGiving 2.145 or higher

  • ProntoPlus 2.69 or higher

Enhancement

Validation rule on Donation options – enforce to have Individual and/or Organisation

Fixes

  • Description text overlaps in Campaign dollar handle

  • Amount Dollar Handle button changes its button size when clicked

1.58 (15/9/22)

URL: /packaging/installPackage.apexp?p0=04t5g000000ppWv

Required packages

  • ProntoPayments 2.85.73

  • ProntoGiving 2.141 or higher

  • ProntoPlus 2.69 or higher

Updates

https://mpsnare.iesnare.com https://ci-mpsnare.iovation.com https://ci-mpsnare.iovation.com/script/logo.js

1.54 (7/9/2022)

URL: /packaging/installPackage.apexp?p0=04t5g000000pimX

Required packages

  • ProntoPayments 2.85.66 or higher

  • ProntoGiving 2.141 or higher

  • ProntoPlus 2.69 or higher

Enhancements
BPoint Customer Info - when donating with a BPoint gateway where the Payment Type is Credit Card and payment processing is successful, the donor details that were provided on the donation page will be registered as a customer on the gateway portal

Checkout Page - Frequency Enable/Disable Feature Checking for its Supported Payment Methods

Fixes

  • Checkout page: param - Account Name and Mobile | Validation message displayed for Last Name and Email

  • Checkout (W23) - Parameter of require field in Personal Details | Validation message displayed for other Personal Details required fields.

1.53 (31/8/2022)

URL: /packaging/installPackage.apexp?p0=04t5g000000piAj

Required packages

  • ProntoPayments 2.85.66 or higher

  • ProntoGiving 2.141 or higher

  • ProntoPlus 2.69 or higher

Enhancements and Fixes

  1. General improvements to the donation form

  2. Guest User Security Updates – tested and confirmed Checkout Donation Page Configuration

  3. New records in Web Page URL custom metadata

For Campaign Banner and Dollar Handle images

Label: Site Image URL
Web Page URL Name: Site_Image_URL
Form Page: Old orgs: --c.documentforce.com, new orgs: .file.force.com

Generate Public URLs for WIT forms

Label: Https Option

Web Page URL Name: HttpsOption

Form Page: CommunityAlt or Community

HttpsOption can have either of the two values:

  1. CommunityAlt - used for Experience Cloud site My Domain

  2. Community - used for Experience Cloud site http://Force.com Subdomain.

1.38 (27/7/2022)

URL: /packaging/installPackage.apexp?p0=04t5g000000pdjS

Required packages

  • ProntoPayments 2.85.59 or higher

  • ProntoGiving 2.132 or higher

  • ProntoPlus 2.69 or higher

Enhancement

  1. Update Contact Details and Subscribe to Newsletter

  2. Add validation on email fields

Bug fix
For Fields First Name, Last Name, Organisation - remove validation that displays error when special characters are entered

ProntoPlus

2.82 (18/8/2022)

URL: /packaging/installPackage.apexp?p0=04t7F000005VKp5

Upgrade Risk

For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches: Send Receipts and Generate Receipts

Bug Fix
Send Receipts: Created a receipt table variable that references the “Close Date" field which is a date field. When a receipt is generated, the field contains a time stamp. Now it is fixed if the type is date field the time stamp will be removed.

2.81 (11/8/2022)

URL: /packaging/installPackage.apexp?p0=04t7F000005VKlN

Upgrade Risk: For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches: Send Receipts and Generate Receipts.
Enhancement
Send Receipts: create new global constructor for BatchUpdateDefaultReceiptAction class

2.80 (8/8/2022)

URL: /packaging/installPackage.apexp?p0=04t7F000005VJCp

Upgrade Risk: For installation or upgrade to version 2.57 or higher, please make sure to reschedule the receipting batches: Send Receipts and Generate Receipts

Enhancement

Receipt Template (PPlus) object: created a new long text area field for the Receipt Content. In generating a Receipt, on the content of the receipt, the {!content} custom merge field will be populated based on the following:

GAU Allocation
If the receipt has only one GAU Allocation record,

The Receipt Content of the General Accounting Unit from the GAU Allocation record will display replacing the {!content} custom merge field

If the receipt has more than one GAU Allocation record,

If the latest GAU Allocation record has a Receipt Content from its General Accounting Unit,

The Receipt Content of the General Accounting Unit from the GAU Allocation record will display replacing the {!content} custom merge field

If the latest GAU Allocation record has NO Receipt Content from its General Accounting Unit,

The other GAU Allocation record prior to the latest will be checked to retrieve the Receipt Content

If ever a Receipt Content will be retrieved,

The Receipt Content of the General Accounting Unit from the GAU Allocation record will display replacing the {!content} custom merge field

Receipt Template

If the Receipt Content field of the General Accounting Unit per GAU Allocation record is empty OR

If the receipt has NO GAU Allocation record

The Receipt Content of the Receipt Template (PPlus) used in the receipting will display replacing the {!content} custom merge field

Receipt Settings

If the Receipt Content field of the General Accounting Unit per GAU Allocation record is empty OR

If the receipt has NO GAU Allocation record OR

If the Receipt Content field of the Receipt Template (PPlus) used in the receipting is empty

The Default Receipt Content of the ProntoPlus Settings → Receipting → Settings will display replacing the {!content} custom merge field

If the Receipt Content of all of the mentioned checking above is empty, The {!content} custom merge field will be displayed as empty (blank)

2.75.1 (4/7/2022)

URL: /packaging/installPackage.apexp?p0=04t7F000005dEUy

Bug fixes
Fix Amount displayed in Receipt Template – setScale(2)

ProntoGiving

2.145 (20/9/2022)

URL: /packaging/installPackage.apexp?p0=04t0K0000013MiD

Enhancements

  1. Simultaneous Guest User enhancements

  2. BDE Items may be queued to let running / previous BDE processing batches finish

  3. Queued items will be scheduled to run 3 minutes after inserting to the queue

Bug fixes

  • Replace Payment Source issues are fixed

  • Deactivate PS: redirect after replacing PS

2.141 (20/8/2022)

URL: /packaging/installPackage.apexp?p0=04t0K0000013Mf4

Enhancements
BDE Item – Country field - adjust length to 255

 

ProntoEngage

2.15 (7/9/2022)

URL: /packaging/installPackage.apexp?p0=04t0K000001E4Q3

Updates 

  • Fixed the Profile Component – the photo is overlapping and the profile details are not showing 

  • Added the Communication Log Send SMS feature

    •  Configuration: Add a ClickSend account in the SMS Settings tab

    • When clicking the update button, it will display a message

      •  If Success: Account’s current balance has been retrieved

      •  If Failed: An error has occurred

    •  Send SMS in Opportunity

      • When an opportunity is created and it will match the criteria below, an automation will run to create a communication log records and it will also send SMS 

        • Opportunity

          • Stage -  Closed Won

          • Has Contact/Account and has mobile provided

          • Channel – SMS

          • Has Communication Log Template

2.14 (18/8/2022)

URL: /packaging/installPackage.apexp?p0=04t0K000001E4PK

Updates

  • Added the Upload Profile Photo functionality 

  • Post-configuration:

    • If user wants to use the component via another Object (not Contact object), user manually creates fieldset under the Object he preferred for Profile Header and Profile Details. Then, whatever name of the field set he chose to create, it is used to map to Profile Header and Profile Details attributes of the component

    • Run this command once in the org (used the Anonymous Windows in the Develop Console) – this is used for a real-time updates of the photo uploaded
      PushTopic pushTopic = new PushTopic(); pushTopic.Name = 'ContactPhotoUpdates'; 

      pushTopic.Query = 'SELECT Id, ASCI__Profile_Image_Reference__c FROM Contact'; 

      pushTopic.ApiVersion = 55.0; 

      pushTopic.NotifyForOperationCreate = true; 

      pushTopic.NotifyForOperationUpdate = true; 

      pushTopic.NotifyForOperationUndelete = true; 

      pushTopic.NotifyForOperationDelete = true; 

      pushTopic.NotifyForFields = 'Referenced'; insert pushTopic; 

    • The component can be added to any objects

      • Object API Name – will contain the selected object 

      • Profile Header – will contain the Profile Header Fieldset API Name

      • Profile Details – will contain the Profile Details Fieldset API Name

      • Profile Color – will contain the selected Hex color code 

  • Process

    • If Object API Name attribute is NOT empty

      • If Profile Header attribute is empty

        • Contact Profile Header fieldset is displayed disregarding the provided Object API Name value

      • If Profile Header attribute is NOT empty

        • Field set should exist under the provided Object API Name

        • If the field set exists, it should display as the Profile Header

        • If the field set does not exist, the default Contact Profile Details field set is displayed disregarding the Object and Profile Header values

      • If Profile Details attribute is empty

        • Contact Profile Details fieldset is displayed disregarding the provided Object API Name value

      • If Profile Details attribute is NOT empty

        • Field set should exist under the provided Object API Name 

        •  If the field set exists, it should display as the Profile Details

        • If the field set does not exist, the default Contact Profile Details field set is displayed disregarding the Object and Profile Details values

      • If Object API Name attribute is empty:

        • Contact is set as the Object API Name

        • Contact Profile Header field set is set as the default Profile Header

        • Contact Profile Details field set is set  as the default Profile Details

    • When uploading a photo: 

      • Create an action button named Update Photo, and add it to the Contact layout (Please see the image below for the action button information) 

 

2.13 (8/7/2022)

URL: /packaging/installPackage.apexp?p0=04t0K000001E4NY

Updates

  • Added the Donation Receipt functionality 

  • Added a functionality that will support Opportunity Product Line Items and GAU Allocations Table 

  • If the org has an installed NPSP 

  • It will display the table in the receipt with the GAU Allocations 

  • If the org has no installed NPSP 

  • It will display the table in the receipt with the Opportunity Products