Northteq has a new release of the PayNet Direct app now available on the Salesforce AppExchange. In the new release, we have resolved some defects and added a few features to the product. Please see the release notes below for more information or contact support@northteq.com to get the updated app.
Product Name: PayNet Direct
Release # 4.9
Release Date: 4/7/2021
Issue Fix Summary
| Reference # | Issue | Resolution Details |
| 1.1 | Issues were reported where clients with PayNet settings that allowed for additional data from PayNet, in some cases | Refactored CDATA tags to improve performance and avoid Salesforce CPU limit timeout |
| 1.2 | After calling out to get the credit history report and generate a PDF a null value was returned | An adjustment was made to how the variables were assigned to fix this issue. |
Feature List
| Reference # | Feature Name | Feature Description |
| 1.2 | Require PayNet ID Search | Require searching for customer before every PayNet pull. Clear out the PayNet ID after each PayNet pull. |
| 1.3 | Additional fields from existing groups of data | nameAddressNode businessBackgroundNode reportDataNode otherNamesNode managersNode corporateRegNode bankruptcySummaryNode judgementSummaryNode memberLendersNode contractsNode uccFilingsNode taxLiensNodes |
| 1.4 | Additional groups of data | Paynet_Judgement__c Paynet_Bankruptcy__c Paynet_Inquiry__c Paynet_Legal_Name__c Paynet_UCC_Filing__c |
Upgrade Considerations
| Topic | Information |
| See PayNet Install and Upgrade Considerations Documentation For Details | Option 1: Fresh Start Remove all old Paynet buttons/related lists from Account/Contact page layouts. This comes with the option to uninstall the old Paynet application. In order to determine what steps need to be taken to uninstall the old app in your org, go to Setup>Installed Packages>Paynet for Salesforce>Uninstall. Option 2: Keep Historical Data For this option remove the following buttons on the page layout. – Account – Contact For this option leave all old related lists on the page layouts Option 3: Transfer Historical Data Add an external Id field to the following objects: Paynet Credit History Report (old and new), Paynet Member Lenders (old and new) Open the Developer Console>Debug>Open Execute Anonymous Window. Run the Upgrade Script. For this option open Salesforce’ Data Loader and export all Paynet object records. (Paynet Credit History Report, Paynet Member Lender, Paynet Contract, Tax Lien, Paynet UCC). Use the provided Paynet Upgrade Mappings sdl files to map the old fields to the new fields. Remove all old Paynet buttons/related lists from Account/Contact page layouts. This comes with the option to uninstall the old Paynet application. In order to determine what steps need to be taken to uninstall the old app in your org, go to Setup>Installed Packages>Paynet for Salesforce>Uninstall. |
