Effective Causeview release version 2.81 (on April 13, 2016), a new process / interface for managing recurring gifts is automatically available to all iATS customers. All non-iATS customers will continue with a modified version of the original recurring gift interface.
Prior to version 2.81, editing or cancelling recurring gifts outside the required process could cause data model inconsistencies that prevented the Payment Gateway from reflecting the appropriate changes. The changes detailed below are intended to make the process more efficient, and minimize the opportunity for such data model inconsistencies.
New Process for iATS Customers
For all current iATS customers the new recurring gift interface allows for a smooth, "one size fits all solution to editing and canceling recurring gifts. The only button present for iATS customers on the recurring gift record detail page is the “Edit” button.
Once the "Edit" button is pressed, you will be directed to the new recurring gift interface which has all of your payment, recurring profile, and gift cancellation options.
To edit the constituent’s recurring gift information in the new interface, edit the highlighted fields below.
To cancel the recurring gift, use “Status” drop down menu and change the setting to “Cancelled”.
The “Schedule Day” field sets the day of the month to withdraw the funds for the recurring gift. (Ie. “10” would mean the 10th day of the month).
To change the frequency of the recurring gift, use the “Frequency” drop down menu to change the setting.
End Date: You can set the end date of the Recurring Gift which will be enforced by iATS. If no end date is desired, please leave this value blank. While Causeview does not require an End Date, iATS does, we will set the end date to +50 years from start date in iATS.
Amount: To modify the amount, you can adjust the Recurring Gift Allocations Amount which will ensure the next payment is charged with the new amount. Click on the Pencil icon next to the Allocation.
You can then modify the Amount, Appeal and Fund if desired, click Save to have the changes updated in Causeview as well as in iATS.
New Process for Non-iATS Customers
For non iATS supported customers, the correct process will be identical to the previous process, however the "Edit", "Delete", and "Clone" buttons have been removed from the layout to avoid causing any improper data creation or deletion. These buttons are Salesforce default buttons which remain in the page layout, however pressing one of these three buttons to update a recurring gift can cause serious data errors.
The correct process to edit and delete recurring gifts in the updated version of the previous interface remains choosing one of the three buttons shown below:
- “Update Payment Information” – to update credit card information (ie. number or expiry date)
- “Update Recurring Profile” – to update recurring information (ie. frequency of gifts)
- “Cancel Recurring Gift” – to cancel the recurring gift
If any non-iATS customers are interested in switching over to iATS please contact Causeview Customer Support at ClientSuccess@breakeveninc.com.