6.1/6.2 August 2017

6.1/6.2 Release Notes

Stripe Payment Gateway Added

  • Purchase, Refund, Authorise/Authorise Complete, Recurring Payments (Credit Card/ACH), Card Update, ACH update, Bank Verify, Webhooks for ensuring transactions recorded correctly, Custom Meta Data.

Card Update

  • Enhanced to have option of updating contact details and/or card details.  Select “Form Processing Actions” on the Payment Form or URL Token to select options for Card Holders to update.

Lightning Ready

  • App now fully works with lightning.  All javascript buttons are now replaced with compliant buttons.
  • Styling of some classic screens are still on the roadmap

New Payment Form

  • Card Number/CCV set as tel type.  Enables quicker/simpler entry from mobile
  • My choice now clears out $0 to make entry simpler
  • Added new field on Merchant Facility and URL Token called “Default Payment Form Mode”.  This enables to default the newer (Modern) form vs. the older (Classic) version.  The links on URL tokens and buttons on Payment Form/Account/Contact/Opportunity/Campaign/Campaign Member will all use the checkform based on the “Default Payment Form Mode” selected.
  • Various corrections.  
    • Donation by just company now allowed
    • Amounts passed in correctly from URL Tokens
    • Surcharge calculations corrected

Captchas

  • Added strict option

Upgrade Scripts

  • Some customers had issues upgrading last time and this has been addressed wit this release.  Those organisations that had not upgrade for quite some time were more likely to have had issues with upgrading.  AAkonsult recommends upgrading as regularly as possible.  

6.1/6.2 Upgrade Notes

  1. Merchant Facility
    • Add "Stripe" to Merchant Facility "Payment Gateway" picklist values. Setup > create > custom objects. Click in Merchant Facility, scroll down to fields and click into Payment Gateway. Add "Stripe". MAKE SURE to select to add this to all record types.
    • Add "Im Not a Robot - Strict" to Merchant Facility "Captcha Type" picklist values. Setup > create > custom objects. Click in Merchant Facility, scroll down to fields and click into Captcha Type. Add "Im Not a Robot - Strict". MAKE SURE to select to add this to all record types.
    • Update Record type options for "Gateway Metadata". Setup > create > custom objects. Click in Merchant Facility, scroll down to record types.  Click into "Payment". Click edit next to "Gateway Metadata" and add all.
    • Update Record Type options for "Gateway Metadata". Setup > create > custom objects. Click in Merchant Facility, scroll down to record types.  Click into "Payment". Click edit next to "Gateway Metadata" and add all.
    • Update Record Type options for "Default Payment Form Mode". Setup > create > custom objects. Click in Merchant Facility, scroll down to record types.  Click into "Payment". Click edit next to "Default Payment Form Mode" and add all.
    • Add new fields ("Default Payment Form Mode" and "Gateway Metadata") to the Merchant Facility Page Layout.  Setup > create > custom objects. Click in Merchant Facility, scroll down Page Layouts and press edit. Drag/Drop  "Default Payment Form Mode" and "Gateway Metadata" fields onto the Page.
  2. Payment Form
    • Add "Form Processing Actions" to Page Layout. Setup > create > custom objects. Click in Payment Form, scroll down Page Layouts and press edit. Drag/Drop  "Form Processing Actions" fields onto the Page.
  3. URL Tokens
    • Add "Contact and Credit Card Update" to Form Processing Actions.   Setup > create > custom objects. Click in URL Tokens, scroll down to fields and click into "Form Processing Actions". Add Contact and Credit Card Update".