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We also have BDE and Quick Donate configuration guides available. |
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Go to ProntoGiving Settings | Donation | Settings | Barcode
Enable the barcode. Once enabled, the barcode field will display in the Quick Donate and Batch Donation Entries page.
Unique ID Campaign Member Field Name - It will recognised the campaign based on what was being setup in the BDE Template. a. Scenario: If the user chooses Barcode Number field the workaround will be; In order to recognise all campaigns with its campaign member barcodes, untick the Campaign as required and remove the campaign from the default list in all templates
Unique ID Account Field Name - scans a matching value on the field specified for Account
Unique ID Contact Field Name - scans a matching value on the field specified for Contact
Unique ID Recurring Donation Field Name - scans a matching value on the field specified for Recurring Donation.
Access permissions
Set these permissions for users to access Quick Donate.
Object | Object Permission | Field Permission | Read Access | Edit Access |
Accounts | Read, Create | Billing Address Receipt Recipient (PPlus) | TRUE | TRUE |
Campaigns | Read, View All | |||
Contacts | Read, Create | Alternate Email Mailing Address Personal Email Receipt Action Preferences (PPlus) Receipt Email (PPlus), Work Email | TRUE | TRUE |
Gateways | Read | |||
GAU Allocations | Read, Create | Amount Percent | TRUE | TRUE |
General Accounting Units | Read | |||
Opportunities | Read, Create | Lead Source Receipt Action (PPlus) Receipt Template (PPlus) | TRUE | TRUE |
Payment Sources | Read, Create | All fields | TRUE | TRUE |
Payments | Read | All fields | TRUE | |
Payment Transactions | Read, Create | All fields | TRUE | TRUE |
Receipt Template (PPlus) | Read | All fields | ||
Recurring Donations | Read, Create | Always use last day of month Campaign Date Established Department Exclude in RD Monitoring Installment Period Lead Source Number of Planned Installments Open Ended Status Receipt Action (PPlus) Receipt Template (PPlus) Schedule Type | TRUE | TRUE |
Visualforce Page access | ASPHPPADDON.QuickDonate2 | |||
ProntoGiving Settings
Setup Opportunity Stages
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