Home » Auctions for Salesforce » Auctions for Salesforce Release Notes

Auctions for Salesforce Release Notes

VERSION 4.11

  • Released on the AppExchange and push upgraded on 3/26/2016.
  • Fixes #108. New Ticket Wizard forgets Ticket Non Deductible Amount on editing existing ticket.
  • Fixes #107. New Ticket Wizard page needs to display payment method on existing Opps.
  • New Ticket Wizard and Check Out pages now provide warning if Payment Method custom settings are not specified.
  • Fixes #104. Capitalize ‘Bid number’ on Auction Receipts.
  • Fixes #100. Donated Item Converter hits error if no Amount on Donated Item.
  • Updated Auction Item Piece’s Estimated_FMV formula field to take handle null values in any of the dependent fields.

VERSION 4.9

  • Released on the AppExchange and push upgraded on 10/28/2015.
  • Fixes 103. With NPSP 3, create correct primary OpportunityContactRole when person is not primary contact in their household.
  • bulletproof code when customer org has their own object called Auction_Item__c
  • handle empty string in Attendee lookup on Check In page
  • marked deleted various layouts and items accidentally pulled in to the package

VERSION 4.5

  • Released on the AppExchange and push upgraded on 6/1/2014.
  • Fix to Auction Receipts where Deductible Amount column was removed after many pages.
  • Increased Auction Receipts limit to handle up to 3000 Attendees.
  • Enhancement to provide good default values for empty Auction Settings. Also provide error if Opportunity Stage values are not valid.
  • Added Save & New button to New Auction Item Piece Wizard.

VERSION 4.4

  • Released on the AppExchange and push upgraded on 4/24/2014.
  • Completes support for the Household Account Model in the Nonprofit Starter Pack.

VERSION 4.3

  • Released on the AppExchange and push upgraded on 3/27/2014.
  • Adds support for the Household Account Model in the Nonprofit Starter Pack.
  • Fixes missing space in the salutation on Auction Receipts, that showed up in Firefox.
  • Made multi-line text fields wider and taller on the New Donated Item page and New Ticket page.
  • A warning is now provided on the New Ticket page and Check Out page if Auction Settings for Payment Method are not set.
  • Added a checkbox in the header of the Donated Item Converter to make it easy to check/uncheck all items.

VERSION 4.1.2

  • Released on the AppExchange and push upgraded on 6/27/2013.
  • Fixes a bug for user’s of the Non Profit Starter Pack using the bucket account model.

VERSION 4.1.1

  • Released on the AppExchange on 6/4/2013
  • No additional configuration steps are required.  

Hilights

  • Complete support for the Non Profit Starter Pack
  • Support for Households
  • Integration with credit card processors in the Ticket wizard
  • Usability improvements in Check In and Check Out pages
  • Help panel added to all custom pages
  • A new Donated Item Converter Wizard
  • Over 40 enhancement requests addressed!

Details

  • Check In Tab
    • Optimized for large lists of contacts by changing autocomplete lookups to wait for 4 characters and 1/2 second, before querying for matches.
    • Guest lookup first looks for match on Attendees campaign, and if not found, then looks at all contacts in the database.
    • Autocomplete lookups no longer change the contents of the edit control until you click on an entry or type the enter key.
    • Improved status text.
    • Preserves new unsaved contact when their table captain is changed.
    • Supports table captains having multiple ticket opportunities.
    • Supports table captains having no ticket opportunity.
    • Supports a new CampaignMember field set, AuctionsCheckInGuestsCMFS, to control the fields displayed in the Guests data table on the right hand side of the page.
  • Check Out Tab
    • Optimized for large lists of contacts by changing autocomplete lookups to wait for 3 characters and 1/2 second, before querying for matches.
    • Autocomplete lookups no longer change the contents of the edit control until you click on an entry or type the enter key.
    • Displays the guest’s name and bid number after being selected in the Guest lookup.
    • Supports a field set to display optional Opportunity fields in the purchases table.
    • New layout to make the steps one should follow more obvious.
    • Supports a payment method of Cash, Check, or Credit Card, and will automatically save this information on the Opportunities (two new custom settings to specify which fields), or on the Payment Object if you are using Payments with the Non Profit Starter Pack.
  • New Ticket Wizard
    • Added a Save & Close button.
    • Allow contacts to purchase multiple separate ticket opportunities, and to handle contacts already on the Tickets campaign and Attendees campaign.
    • Added a “Per Ticket Non-Deductible Amount” field, to allow the user to override the Auction’s default ticket non-deductible amount, in scenarios where different ticket levels are being used.
    • New expandable/collapsible Help text area.
    • Supports a payment method of Cash, Check, or Credit Card, and will automatically save this information on the Ticket Opportunity (two new custom settings to specify which fields), or on the Payment Object if you are using Payments with the Non Profit Starter Pack.
    • Support for credit card processing on the page, similar to the Check Out page.
  • Tickets Tab
    • Clicking on the Ticket Opportunity Name will now go directly into Edit mode using the New Ticket Wizard, rather than displaying the normal Opportunity detail page.
  • Donated Items, Auction Items, Tickets, and Purchases Tabs
    • Each tab’s current Sort Field, Sort Direction, Page Number, as well as the current Auction for all tabs, are saved, so you will no longer lose your last place on a tab when browsing another page.
    • Each tab has a field set to allow the user to specify which fields to display on the tab.
  • Miscellaneous
    • New custom setting, Set Account On New Opportunities, to force Auctions to set the Account Id field on new Auction Opportunities (Donated Items, Tickets, Purchases).  If you are running the Non Profit Starter Pack, this will now automatically occur.
    • Updated the code that detect Non Profit Starter Pack One-to-One model to check NPSP’s custom setting.
    • Auction campaigns can no longer be deleted before the Auction.
  • Support for Households in Auctions
    • three new custom settings to allow the user to specify the lookup field on Contact to a household object, the household objects Name field, and the household objects greeting field.
    • automatically supporting NPSP Households if it is installed, and the custom settings aren’t set.
  • Assign Bid Numbers Wizard (formerly auto assign bid numbers)
    • Displays the current bid numbers, as well as an edit field pre-filled with new bid numbers.
    • Provides checkbox to only set a bid number for the first member of each household.
    • Provides a field to specify the starting bid number.
    • New expandable/collapsible Help text area.
  • New Purchase Wizard
    • Allows an amount of $0.
    • Defaults the Paid checkbox to unchecked.
    • Defaults to 15 rows if custom settings is not specified.
    • New expandable/collapsible Help text area.
    • Filters out auction items that have already been purchased (and don’t have Allow Multiple Purchases checked)
    • Gives an error during Save if one tries to purchase an already purchased item that doesn’t have Allow Multiple Purchases checked.
    • Soql queries optimized to support saving larger batches of purchases.
  • New Donated Items Wizard
    • New expandable/collapsible Help text area.
  • Auction Items Object
    • Added Allow Multiple Purchases checkbox field.  You must manually add this field to your Auction Item Layout page layout.
  • Donated Items Object (Opportunity)
    • Added text field Auction Donated Item Restrictions, which will get copied over to the Auction Item when the Auction Item is created.  You must manually add this field to your Opportunity Auction Donated Item Layout page layout.
  • Purchases Object (Opportunity)
    • Added number field Bid Number, which will get copied to the purchase when creating purchases through the New Purchase Wizard.  This was added to enable reporting on purchases by bid number.
  • Donated Item Converter
    • A new wizard that you can invoke from a button on the Donated Items tab or Auction Items tab.
    • It displays a set of new Auction Items to create from available Donated Items.
    • You can edit any fields on the Auction Items before creating them.
    • This will greatly help user’s who don’t initially create Auction Items when using the New Donated Item wizard.
    • Custom Setting, Donated Item Converter Batch Size, to control how many items are displayed at once.
    • New expandable/collapsible Help text area.
  • Auction Receipts
    • Now includes Bid Number on the PDF
    • New expandable/collapsible Help text area that describes supported customization.
    • Uses the custom settings for Household Name field and Household Greeting field in place of the contact’s name on the receipts PDF, if the contact has a household.
    • Added Deductible Amount column and total to the receipt’s table.
    • right aligned text for totalled fields (Amount, FMV, Deductible Amount).
  • Reports
    • new report Auction Attendees by Ticket
    • new report Auction Items without Purchases.
    • new report Auction Purchases, by Bid Number
    • new report Available Donated Items
    • new report Donated Items and their Auction Items
    • new report type Auction Donated Items and their Auction Items
    • report type Auction Items and their Purchases was changed to include Auction Items without purchases.

VERSION 3.29

  • Released on 2/15/2013 on the AppExchange.
  • New logo (which you must modify the app to use)
  • About Auctions tab changed to Auctions Help, which points at all the resource on djhconsulting.com/auctions-for-salesforce

VERSION 3.27.3

  • Released on 10/1/2012 on the AppExchange.
  • Added non breaking space between Dear Firstname on the Auction Receipts page.

VERSION 3.27.2

  • Released on 5/18/2012 on the AppExchange.
  • Fix to Check Out page and Auction Receipts page to ignore guests whose status is RSVP No.

VERSION 3.27.1

  • Released on 4/23/2012 on the AppExchange.
  • All code now detects if any of the required Auction campaigns are missing, and provides a useful error message.
  • Fix to Auto Assign Bid Number to ignore guests whose status is RSVP No.

VERSION 3.27

  • Released on 3/29/2012 on the AppExchange.
  • All auction related tabs now use a common component to provide a much improved interface for paging, sorting, filtering, and deleting objects.
  • A new override page for the New button on Opportunities, AuctionEditOpportunity, allows the AuctionNewTicketWizard to be used whenever editing Auction Ticket Opportunities.  See the installation guide for information on setting this up.
  • A new page for Check In, which allows you to look up guests and their tables, update their information, add additional ticket payments, and create new contacts for people you didn’t know about before the auction, and capture credit card information if you are using a payment processor integrated with Salesforce.  NOTE: the new Check In tab must be manually added to the list of tabs in the Auctions application; see the installation guide for the easy steps to do this.
  • A new page for Check Out, which allows you to look up guests and review all their auction purchases and tickets, charge for selected items if you are using a payment processor integrated with Salesforce, and to print receipts.  NOTE: the new Check Out tab must be manually added to the list of tabs in the Auctions application; see the installation guide for the easy steps to do this.
  • Auction Tickets may now be purchased by Organizations (Accounts), rather than requiring all ticket purchases to be done by Contacts.  This allows an organization to purchase a set of tickets, and using the new Check In tab, handle people the night of showing up to sit at the organization’s table.
  • new Auction custom setting to allow duplicate bid numbers to be assigned to auction attendees.
  • new Auction custom setting to specify the number of records per page to display on all Auction related tabs.
  • new Auction custom setting to specify how to display the payment processor’s window from the Check In and Check Out pages.
  • new Auction custom settings to support payment processor integration in the Check In and Check Out tabs.  See the installation guide for information on setting this up.
  • The Auction Ticket Wizard now allows deleting of Campaign Member records from within the page, so you can remove a guest from a ticket purchaser’s list of guests.
  • new join report, Auction Items – Donations & Purchases, to show you what donations went into an item, and who purchased it.
  • The Auction New Donated Item Wizard now supports customization using field sets from Opportunity and Auction Item.   See the installation guide for information on setting this up.
  • The Auction Ticket Wizard now supports customization using field sets from Opportunity and Campaign Member.  See the installation guide for information on setting this up.
  • The Auction New Purchase Wizard now supports customization using field sets from Opportunity.  See the installation guide for information on setting this up.
  • The Auction Check In page supports customization using fields sets from Contact, Campaign Member, and Opportunity.   See the installation guide for information on setting this up.
  • The Auction Receipts PDF now supports customization using field sets from Opportunity.   See the installation guide for information on setting this up.
  • The Auction Receipts tab now supports looking up a guest by name or Bid Number.
  • Added a “Checked In” Status value on the Attendee Campaign Member record, which the new Check In page sets.
  • New report, Auction Checked In Status, that lists all attendees for an auction, grouped by Checked In status.
  • An assortment of minor bug fixes and requests.

VERSION 2.22

  • Released on 6/14/2011 on the AppExchange.
  • enabled the Auctions Purchase wizard to handle auctions with over 2000 attendees. It now gives a warning that you should mark the non-attendees as ‘RSVP No’.
  • similarly, Auctions Purchase wizard gives a warning if you have over 2000 auction items.
  • Auto-Assign Bid Number now ignores attendees whose status is ‘RSVP No’.

VERSION 2.21

  • Released on 5/2/2011 on the AppExchange.
  • Auto Assign Bid Numbers now handles auctions with over 1000 attendees.
  • New Auction Item Purchases wizard now handles auctions with over 1000 attendees, and over 1000 auction items.
  • Auction Receipts now handles auctions with over 1000 attendees and purchasers.
  • Auctions dropdown now sorts by Auction date descending, rather than by the Auction’s name.
  • test code no longer assumes order of Auctions dropdown.
  • Now handles Auctions created before version 2.15, which specified the auction campaign type in the standard Type field, rather than the newer Auction Campaign Type field.
  • Now handles both older and newer versions of the Non Profit Starter Pack, by detecting whether to create Opportunity Contact Roles for auction related opportunities, by testing whether the contact role was automatically created after the opportunity was inserted.

VERSION 2.18

  • 2.18 is the next official release after 2.15!
  • released on 1/28/2011 on the AppExchange.
  • fixes to several pages to handle no auctionId passed in.
  • new logo!
  • new About Auctions tab
  • fix to Auction Receipts page to include Auction Item Purchases that are treated as gifts (ie., Raise your paddle)
  • resolved  issue 24 , by adding “Include ticket purchases” checkbox to Auction Receipts page.
  • resolved  issue 28 , by only displaying people with purchases (items, gifts, tickets) from the auction on the Auction Receipts page.
  • fixed  issue 23 , by always setting an amount on Opportunities and an Account on Contacts created in our test code.
  • resolved  issue 29 , how to deal with raffle tickets, in the user’s guide.
  • fixed  issue 25 , by providing new Custom Settings to replace the Custom Labels used by the Auction Receipts page. Now users are able to modify the text.
  • fixed New Auction Donated Item page to hide the Save button when the Auction Item section is being loaded.
  • tested to work under Internet Explorer, Firefox, and Google Chrome.
  • Updated documentation, including both User Guide and Installation Guide.
  • Note: users who upgrade from a previous version to 2.18 will need to manually:
  1. Update the application logo to a new image in the package.
  2. Add the About Auctions tab to the Auctions Application.
  3. Please review the Installation Guide for full details.
  • Caution for those using Non Profit Starter Pack: In the Non Profit Starter Pack Households version 2.0 and later release, NPSP no longer looks at the system processor fields that Auctions tells users to set to avoid getting duplicate Opportunity Contact Roles. The current workaround is to set the Household Settings field “Household Contact Roles On” to unchecked. This issue is fixed in Auctions version 2.21.

VERSION 2.15

  • Released 11/12/2010 on the AppExchange.
  • Added Campaign custom field, Auction Campaign Type, which is now used instead of the standard Type field. Fixed up reports and code to use this new field. Had to do this, because Salesforce does not add picklist values to existing fields when a package is installed or upgraded.
  • Note: users who upgrade from a previous version to 2.15 will need to manually:
  1. Customize all of their Auction reports to filter on ‘Auction Campaign Type’ rather than ‘Type’
  2. Modify the page layout for Auction Campaigns, adding the field ‘Auction Campaign Type’ and removing the field ‘Type’
  3. Modify all of their auction campaigns to set ‘Auction Campaign Type’ to the correct value.
  • On the New Auction Donated Item page, I changed the label of Amount to Total Value, to make it clearer it was the total value of the donation, even if it was multiple items. I also rearranged the page layout to be a little more useful.
  • The code now queries for Record Types by Record Type Name (Developer Name) rather than Record Type Label (Name), in case the user has renamed the record types.
  • Fixed  issue 20 so that the Auction Purchases page also displays Gifts.
  • Fixed the Auction Purchases page, so it correctly names purchases that are gifts as Auction Gift, not Auction Purchased Item.
  • Updated documentation, including both User Guide and Installation Guide.

VERSION 2.14

  • Minor changes from Security Review to always run with user’s permissions.
  • Fix to Auction Receipts page to handle opportunities with no value specified.
  • Auction Receipts page now uses two custom labels the user can set to control the introductory and footer text of the report. The labels areAuction Receipt Intro and Auction Receipt Footer. In Salesforce, Custom Labels can be filled out by going to Setup, App Setup, Create, Custom Labels.
  • In the Auction Item Donation wizard, if you check the box to create the Auction Item, the Auction Item ID field is now included, so you can enter in a reasonable short ID, rather than getting the default Salesforce auto-generated string.
  • The default record type for Auction Items that are marked to be saved as a ‘gift’ has been changed from ‘gift’ to ‘GW Auction Purchased Item’. This change was made because the Non Profit Starter Pack has an option to automatically create Opportunity Contact Roles for members of a household. To avoid conflict with Auctions, one should disable this for all auction related Opportunity Record Types. One can still override what record type is used in this scenario by setting the Custom Settings for this.

VERSION 2.13

  • Initial released version from March 24, 2010
  • Full documentation of features and installation guide can be found on the Downloads tab.

Version 4.1.2

  • not released
  • fix in Donated Item Converter to handle Donated Items whose Amount or Number of Items field is null.
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