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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

Note: If client will not use this feature, hide all tabs, buttons, object or fields associated with the feature.

Setup Process Type for Payment Transaction

  1. Go to Setup | Object Manager | Payment

    Transaction

    Transactions | Fields & Relationships |

    Process Type

    .

  2. Make sure that the Manual Payment and Via ProntoPayments are active in the

    picklist values section.

Setup Field Dependencies on Process Type

  1. Go to Setup | Object Manager | Payment Transactions | Fields & Relationships

    | Process Type

    .

    1. Edit the Field Dependencies

    2. Under Manual Payment select:

      1. Cash

      2. Cheque

      3. Bank Account

      4. Credit Card

    3. Under Via ProntoPayments select:

      1. Bank Account

      2. Credit Card

Enable the Manual Payment record type

  1. Go to Setup | Object Manager | Payment Transaction | Record Types | Manual Payment | Edit

Setup Cash record type

  1. Process Type

    1. Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Process Type → Edit

    2. Ensure Manual Payment and Via ProntoPayments are selected

  2. Payment Type

    1. Ensure all values are selected

    2. Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Type

  3. Card Expiry Month

    1. Ensure all values are selected

    2. Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Expiry Month

  4. CardType

    1. Ensure all values are selected

    2. Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Card Type

  5. Payment Status

    1. Ensure all values are selected

    2. Go to Setup | Object Manager | Payment Transactions | Record Types | Cash | Edit Payment Status

Setup Manual Payment record type

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Follow the same steps as

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Cash record type

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  1. Setup Field Sets

a. One-Off Donation

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  1. . This section uses the Field Sets section found under Setup | Object Manager | Opportunity

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  1. . For each field set type, select Edit and display the following fields

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. b. Recurring Donation
▪ Go to Setup | Object Manager | Recurring Donations | Field Sets | QD

Recurring Donation.
▪ Display the following fields.

. c. QD New Contact Fieldset
▪ Go to Setup | Object Manager | Contact | Field Sets | QD New Contact. ▪ Display the following fields.

▪ Go to Setup | Object Manager | Contact | Field Sets | QD Existing Contact. ▪ Display the following fields.

. d. QD New Account Fieldset
▪ Go to Setup | Object Manager | Account | Field Sets | QD New Account. ▪ Add Receipt Recipient (PPlus) field.

▪ Go to Setup | Object Manager | Account | Field Sets | QD Existing Account. ▪ Display the following fields.

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  1. :

    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 Account Fieldset

      1. Billing Street

      2. Billing City

      3. Billing State/Province

      4. Billing Zip/Postal Code

      5. Billing Country

      6. Receipt Recipient (PPlus)

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

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

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