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  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.

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

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  1. Go to ProntoGiving Settings | Donation Fields Mapping.

  2. Create new mapping by clicking the New button.

  3. Add the mapping below

    1. Donation Type (PPlus)

    2. Receipt Action (PPlus) - for clients that use Wordpress in their Donation Form.

Barcode

  1. Go to ProntoGiving Settings | Donation | Settings | Barcode

  2. Enable the barcode. Once enabled, the barcode field will display in the Quick Donate and Batch Donation Entries page.

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    1. Unique ID Campaign Member Field Name - It will recognised the

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    1. campaign based on what was being setup in the BDE Template. a. Scenario: If the user

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    1. chooses Barcode Number field the

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    1. workaround will be; In order to

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    1. recognise all

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    1. campaigns with its campaign member barcodes, untick the Campaign as required and remove the campaign from the default list in all templates

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    2. Unique ID Account Field Name - scans a matching value on the field specified for Account

    3. Unique ID Contact Field Name - scans a matching value on

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Unique ID Recurring Donation Field Name - scans a matching value on the field specified for Recurring Donation.

Donation Form

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

Batch Donation Entry 2.0

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    1. the field specified for Contact

    2. Unique ID Recurring Donation Field Name - scans a matching value on the field specified for Recurring Donation.

ProntoGiving Settings

Setup Opportunity Stages

a. Go to ProntoGiving Settings | Donation | Stage.Stage and set according to the client requirements

Setup Settings

  1. Go to ProntoGiving Settings | Donation | Settings .Please confirm with the FC if the client wants to and make changes to the following according to the client requirements:

    1. Enable Default Campaign

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    Please confirm with the FC what

    1. Anonymous Contact

    will be used.

    Please confirm with the FC what

    1. One-Off Record Type

    the client wants

    1. .

Recurring Donations

  1. Go to ProntoGiving Settings | Recurring Donations | Recurring Donation Naming.

  2. Setup Recurring Donation Naming.

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  1. Setup Update Payment Sources

NPSP Phone and Email Work Flow

These Phone and Email Work Flow Rules should be turned on by default.

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Contact.EmailChanged_Alternate

Contact.EmailChanged_Personal

Contact.EmailChanged_Work

Contact.Preferred_Email__c

Email only: Paste to Work

Phone Workflow Rule

Contact.PhoneChanged_Home

Contact.PhoneChanged_Mobile

Contact.PhoneChanged_Other

Contact.PhoneChanged_Work

Contact.Preferred_Phone__c

Phone only: Paste to Work

  • Go to Setup > Workflow Rules. Click Activate the workflow rule’s name

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Donation Fields Mapping

  1. Go to ProntoGiving Settings | Donation Fields Mapping.

  2. Create new mapping by clicking the New button.

  3. Add the mapping below.

a. Donation Type (PPlus)

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Remote Site Setup

Update this Remote Site . a. Metadata

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