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  1. Navigate to Setup | Users | Choose Profile. (Note: Do to all Profiles or a specific profile

    that you want to hide those tabs)

  2. Click Edit

  3. Go to Tab Settings section and hide the following tabs if visible:

    1. DEPRECATED - BDE Wizard 2.0

    2. DEPRECATED-ProntoPayments Settings

    3. DEPRECATED - Bulk Donation Templates

    4. Deprecated ProntoPayments Settings

    5. DEPRECATED - ProntoGiving Settings2

    6. DEPRECATED-Manage ABA Files

    7. Bulk Donation Entry Wizard v1.0

    8. Bulk Donations (v1.0)

    9. Receipt Templates

    10. Consolidated Statements

    11. Consolidated Statements Settings

    12. Quick Donate 1

    13. Batch Data Entry

Quick Donate

Setup Process Type for Payment Transaction

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Follow the same steps as Cash record type

Setup Field Sets

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This section uses the Field Sets section found under Setup | Object Manager | Opportunity. For each field set type, select Edit and display the following fields:

  1. One-Off Donation

    1. Close Date

    2. Lead Source

    3. Stage

    4. Primary Campaign Source

    5. Receipt Action (PPlus)

    6. Receipt Template (PPlus)

  2. Recurring Donation

    1. Schedule Type

    2. Campaign

    3. Installment Period

    4. Installments

    5. Date Established

    6. Lead Source

    7. Always use last day of month

    8. Exclude in RD Monitoring

    9. Receipt Action (PPlus)

    10. Receipt Template (PPlus)

  3. QD New Contact Fieldset

    1. Email

    2. Work Email

    3. Personal Email

    4. Alternate Email

    5. Receipt Email (PPlus)

    6. Receipt Action Preference (PPlus)

  4. QD Existing Contact

    1. First Name

    2. Last Name

    3. Mailing Street

    4. Mailing City

    5. Mailing Country

    6. Mailing State/Province

    7. Mailing Zip/Postal Code

    8. Phone

    9. Email

    10. Work Email

    11. Personal Email

    12. Alternate Email

    13. Receipt Email (PPlus)

    14. Receipt Action Preference (PPlus)

  5. QD New Account Fieldset

    1. Receipt Recipient (PPlus)

  6. QD

    New

    Existing Account Fieldset

    1. Billing Street

    2. Billing City

    3. Billing State/Province

    4. Billing Zip/Postal Code

    5. Billing Country

    6. Receipt Recipient (PPlus)

  7. QD Credit Card Fields (This is only optional because not all gateways require CCV field)

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    1. Add CCV (PPlus) field

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▪ Go to Setup | Object Manager | Payment Transaction | Field Sets | Credit Card Details.

▪ Add CCV (PPlus) field.

. f. Additional Information for Quick Donate: ▪

If Account is existing/new ▪ If and the Donation Type is equal to Household or Organisation, the account should have Primary Contact or Receipt Recipient (PPlus) as the value.

▪ If Contact is existing/new :
▪ If and the Donation Type is equal to Individual, the contact should have Receipt Email (PPlus) as the value.

Setup Default Values

  1. Set the default values in your Quick Donate Page.

  2. Go to ProntoGiving Settings | Donation | Quick Donate. These will be set by the client

Setup Sales Process

  1. Go to Setup | Feature Settings | Sales | Sales Process.

  2. Ensure that the Pledged or Prospecting stage is selected in your active Sales

    Processes.

Set Default Record Type to Cash

  1. Go to Setup | Profile | System Admin | Object Settings | Payment Transactions.

  2. Set the default record type to Cash.

Donation Fields Mapping

Donation Fields Mapping is a mapping to use for Quick Donate and Batch Donation Entry.

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