Recent Updates
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Updated on: May 04, 2023
How to publish an Event Calendar
The Events Calendar can be published to your website, set up with Salesforce Sites.
If you have set up an event, it should appear on your calendar.
Manual Payments2Us User Manual -
Updated on: May 01, 2023
9.3.1 February 2023
Manual Payments2Us User Manual -
Updated on: Apr 16, 2023
Xero Journal Summarisation
Manual Payments2Us User Manual -
Updated on: Apr 16, 2023
Splits Payment Overview
Manual Payments2Us User Manual -
Updated on: Apr 08, 2023
How to enable Validate vs. Auth for Card Tokenisation with Windcave
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Updated on: Apr 08, 2023
How to setup PayPal - Modern
You can configure Payments2Us to work with a PayPal Sandbox (Test) account or Production account. Payments2Us supports PayPal offerings that support the PayPal Express Checkout option.
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Updated on: Apr 04, 2023
How to order Payments2Us
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Updated on: Mar 15, 2023
Block/Allow Users by IP Address
Manual Payments2Us User Manual -
Updated on: Mar 13, 2023
What are data can be validated and where.
DataTools Kleber provide a number of different validation options for data.
Payments2Us allows your organisation to select which pieces of data you wish to have populated or validated. This enables to you control costs and to validate data where and when its needed.
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Updated on: Mar 13, 2023
How to setup Data Validation for new/edit page overrides for Leads, Contacts and Accounts
This setup procedure overrides the standard new and/or edit page layouts for Leads, Accounts or Contacts. This option allows for similar functionality to standard salesforce, but includes auto-complete and address validation.
The alternative option for the buttons and links for address validation provides one option for using the address validation. This option places a button and/or a link that when press pops up a screen for entering the address information.
Address buttons and links auto-complete and new/edit page override is available for the following objects in Salesforce CRM:
- Leads
- Contacts
- Accounts
You must first have DataTools Kleber setup.
Quick Steps for installation:
- On the objects you wish to add validation, do the following:
- Navigate to setup > customize > {object} > Buttons, Links and Actions
- Press edit next to "New" link - select visualforce page AAkPay__{object}Edit and Save
- Press edit next to "Edit" link - select visualforce page AAkPay__{object}Edit and Save
If you wish to change the section headings, please see: How to change field names, section heading names and information messages