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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

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Quick Donate

Setup Process Type for Payment Transaction

  1. Go to Setup | Object Manager | Payment 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 in the Selected Values column

  2. Payment Type

    1. Ensure all values are in the Selected Values column

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

  3. Card Expiry Month

    1. Ensure all values are in the Selected Values column

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

  4. CardType

    1. Ensure all values are in the Selected Values column

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

  5. Payment Status

    1. Ensure all values are in the Selected Values column

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

Setup Manual Payment record type

Follow the same steps as Cash record type

Setup Field Sets

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. First Name

    2. Last Name

    3. Email

    4. Work Email

    5. Personal Email

    6. Alternate Email

    7. Receipt Email (PPlus)

    8. 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 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)

    1. Add CCV (PPlus) field

Additional Information for Quick Donate

If Account is existing/new 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 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.

  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.

    1. 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

    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 the field specified for Contact

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

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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

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

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

Setup Settings

  1. Go to ProntoGiving Settings | Donation | Settings and make changes to the following according to the client requirements:

    1. Enable Default Campaign

    2. Anonymous Contact

    3. One-Off Record Type.

Recurring Donations

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

  2. Setup Recurring Donation Naming.

  3. Setup Update Payment Sources

NPSP Phone and Email Work Flow

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

...

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

Remote Site Setup

Update Remote Site - Metadata

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Trigger Handler Name

Object

Class

Load Order

Trigger Action

Asynchronous After Events

Purpose 

PGIV_ASPaymentRefund_TDTM

ASPHPP__ASPayment_Refund__c

ASPHPPADDON.PGIV_ASPaymentRefund_TDTM

1

AfterInsert; AfterUpdate

Holds the process for the refunding of a payment

It will create a Negative GAU record

PP_ASPaymentTXN_TDTM

ASPHPP__ASPayment_TXN__c

ASPHPPADDON.ProntoPayments_ASPaymentTXN_TDTM

1

BeforeInsert; BeforeUpdate; AfterInsert; AfterUpdate

If Asynchronous is true cannot process payment.

After creating/updating the Opportunity record, the Last Payment Transaction field will be populated based on the Payment Transaction of the Opportunity

After refunding a payment in Payment Transaction record, the negative Payment Transaction record is populated based on the values from the Payment Refund

PGIV_RecurringDonation_TDTM

npe03__Recurring_Donation__c

ASPHPPADDON.PGIV_RecurringDonation_TDTM

3

BeforeInsert; BeforeUpdate; AfterInsert

Set the important info of Recurring Donation before insert/update of Recurring Donation record

Create Recurring Donation Action records for newly created Recurring Donations

PP_Opportunity_TDTM

Opportunity

ASPHPPADDON.ProntoPayments_Opportunity_TDTM

5

BeforeInsert; BeforeUpdate; BeforeDelete; AfterInsert; AfterUpdate; AfterDelete

Yes

Validates the Opportunity record before updating if “Allow Opportunity Update even Stage Name is Closed Won” is FALSE

e.g. Not allowed to update the Opportunity Amount, this opportunity is already Closed Won

Validate the Opportunity record when deleting the record if it has Pending or Success Payment Transaction

Automatically creates Payment Transaction when the Opportunity’s Do Not Automatically Create Payment is FALSE

PGIV_Opportunity_TDTM

Opportunity

ASPHPPADDON.PGIV_Opportunity_TDTM

6

BeforeInsert; BeforeUpdate; AfterInsert; AfterUpdate

Sets Receipt Number after an Opportunity record is saved

Send Receipts for the list of Opportunities

Logs the Payment Source update from the Opportunity

Default Batches to Run

Go to ProntoGiving Settings | Schedule Process | Settings

Batches

Batch Class Name

Descriptions

Default Scheduled Hour

Delete Donation Page Error Logs

ASPHPPADDON__Donation_Page_Error_Log__c

Donation Page Error Logs records are created if errors are encountered in Donation Page/Forms.

All Donation Page Error_Logs with lookup to Opportunities that are Closed/Won with CreatedDate <LAST_N_DAYS> (settings) It remove records because they’re no longer significant.

Process BDE Items

ASPHPPADDON__BDE_Item__c

Processing BDE Items via list view

Query all BDE Items with Processing Status “Pending Processing”

Every 6pm

Recurring Donations

Batches

Batch Class Name

Descriptions

Default Scheduled Hour

Recurring Donations Monitoring

BatchUpdateRecurringFields

Every Hour

Update Number Of Failed Recurring Donations

BatchUpdateNumberOfFailedRD

Query all non-closed RDs and counts the number of (latest) consecutive closed lost opportunities.

Every Midnight

Close Open Recurring Donations with Contact Flagged as Deceased

BatchCloseOpenRDWithDeceasedContact

Query all non-closed RDs with Contact npsp__Deceased__c == TRUE 

Open-Ended Status = Closed

Status = Cancelled

Every Midnight

Number of Fails before Cancelling Recurring Donation

Based on “Number of Failed Recurring Donations” field on RD record, if the field matches the set limit in ProntoGiving Settings, RD Status is updated to “Cancelled”, thus Open-Ended Status is updated to “Closed”

Update Paused Donation-s due to Restart

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  1. In the Record Editability Properties section, choose the “Admins ONLY can edit records during the approval process”. Click Next to proceed.

  2. Choose the BDE Approval Process Template (BDE 2.0). Click Next to proceed

  3. Choose the fields to display in the Approval Request page:

    1. Batch Donation Entry Name

    2. Bulk Donation Status

    3. Description

    4. Expected Total Amount of Donations

    5. Expected Number of Donations

    6. Click Next to proceed

  4. Select Record Creator as the "Allowed Submitters”Submitters.  Click Save to finish. After saving, you will be redirected to this page.

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  1. Go to Setup > Custom Settings > BDE Item Record Mapping > Click Manage.

  2. Add the mappings below by clicking the “New” button.

  3. Additionally, these are mostly the fields in BDE Item that should be mapped accordingly and automatically although some fields may be omitted depends to your need. This is the standard BDE Item Record Mapping.

List of BDE Item fields

Label

API Name 

Description

Account Name

ASPHPPADDON__Account_Name__c

Name of the new Account record created through processing

 BDE Item

Amount

ASPHPPADDON__Amount__c

Amount for each donation for payment transactions

Bank Account BSB

ASPHPPADDON__Bank_Account_BSB__c

Bank BSB in bank transactions for payment source creation

Bank Account Name

ASPHPPADDON__Bank_Account_Name__c

Account Name in bank transactions for payment source creation

Bank Account Number

ASPHPPADDON__Bank_Account_Number__c

Bank number in bank transactions for payment source creation

Campaign

ASPHPPADDON__Campaign__c

Campaign lookup of the donation

Campaign Name

ASPHPPADDON__Campaign_Name__c

Name of the new Campaign record created through processing

BDE Item

Cheque BSB Number

Cheque_Bank_Number_BSB__c

Cheque BSB number for cheque transactions

Cheque Number

Cheque_Number__c

Cheque number for cheque transactions

Cheque Transit Number

Cheque_Transit_Number__c

Cheque Transit number for cheque transactions

CCV

ASPHPPADDON__CCV__c

CCV in credit card transaction for payment source creation

Credit Card Expiry Month

ASPHPPADDON__Credit_Card_Expiry_Month__c

Credit card expiry month in credit card transaction for payment

source creation

Credit Card Expiry Year

ASPHPPADDON__Credit_Card_Expiry_Year__c

Credit card expiry year in credit card transaction

for payment source creation

Credit Card Name

ASPHPPADDON__Credit_Card_Name__c

Credit card name in credit card transaction

for payment source creation

Credit Card Number

ASPHPPADDON__Credit_Card_Number__c

Credit card number in credit card transaction

for payment source creation

Credit Card Type

ASPHPPADDON__Credit_Card_Type__c

Credit card type in credit card transaction

for payment source creation

Day of Month

ASPHPPADDON__Day_of_Month__c

Sets the specific day of the month for future

 installment Opportunities when the Installment

Period is Monthly. If you select 29 or 30, the installment

date will be the last day of the month for months that

don&apos;t have that many days.

Recurring Type

ASPHPPADDON__Recurring_Type__c

Select Open for an ongoing Recurring Donation.

Select Fixed for a Recurring Donation that has

a specific number of installments.

RD Effective Date

ASPHPPADDON__Effective_Date__c

The date that new or updated schedule information

(Amount, Day of Month, etc.) for this Recurring

Donation takes effect. The default is the current date.

Number of Planned Installments

ASPHPPADDON__Number_of_Planned_Installments__c

Number of installments (donations) you expect

to receive. For Fixed-Length Recurring Donations only.

Installment Frequency

ASPHPPADDON__Installment_Frequency__c

The Installment Frequency along with Installment

Period defines the installment schedule of the Recurring Donation

Installment Period

ASPHPPADDON__Installment_Period__c

How often you’ll receive the donations.

Date

ASPHPPADDON__Date__c

Close Date for Opportunity record, Date Established

in Recurring Donation record and Payment Date in

 Payment Transaction record

Email

ASPHPPADDON__Email__c

Email of the Contact record

Account Email

ASPHPPADDON__Account_Email__c

Email of the Account record

First Name

ASPHPPADDON__First_Name__c

First name of the new Contact record created through

 processing BDE Item

Frequency

ASPHPPADDON__Frequency__c

Installment Period of the Recurring Donation

Gateway

ASPHPPADDON__Gateway__c

Gateway used for processing the payments from the donation

Last Name

ASPHPPADDON__Last_Name__c

Last name of the new Contact record created through

 processing BDE Item

Lead Source

LeadSource__c

Lead Source for Opportunity record and Recurring Donation record

Billing Street

Billing_Street__c

Billing street of the Account’s billing address

Billing City

Billing_City__c

Billing city of the Account’s billing address

Billing State

Billing_State__c

Billing state of the Account’s billing address

Billing Postal Code

Billing_Postal_Code__c

Billing postal code of the Account’s billing address

Billing Country

Billing_Country__c

Billing country of the Account’s billing address

Department

Department__c

Department for the Opportuntiy record and Recurring Donation record

Receipt Template (PPlus)

Receipt_Template__c

Receipt template in Opportuntiy record and

Recurring Donation record used for the receipt of the donation

Donation Type

ASPHPPADDON__Donation_Type__c

Donation Type for the donation if it is Individual,

Household, Organisation or Anonymous

Cheque Date

Cheque_Date__c

Cheque date for cheque transactions

Cheque Account Number

Cheque_Account_Number__c

Cheque account number for cheque transactions

Cheque Drawers Name

Cheque_Drawers_Name__c

Cheque drawer’s name for cheque transactions

Open Ended Status

Open_Ended_Status__c

Open Ended Status of the Recurring Donation record

Payment Type 2

Payment_Type_2__c

Payment Type for Opportunity record and

Recurring Donation record with eWallet and BPAY options

Parent Campaign Name

ASPHPPADDON__Parent_Campaign_Name__c

Parent campaign name of the new Campaign record

created through processing BDE Item

Payment Source

ASPHPPADDON__Payment_Source__c

Payment Source of the of the payments

Payment Source Token

ASPHPPADDON__Payment_Source_Token__c

Payment source token of the Payment Source

Payment Type

Payment_Type__c

Payment Type of the payment for Opportunity record

and Recurring Donation record

Donor Organisation

ASPHPPADDON__Primary_Account__c

Account lookup for the Opportunity record and

Recurring Donation record

Donor Contact

ASPHPPADDON__Primary_Contact__c

Contact lookup for the Opportunity record and

Recurring Donation record

Primary Contact Address 1

ASPHPPADDON__Primary_Contact_Address_1__c

Mailing street of the Contact’s mailing address

Primary Contact City

ASPHPPADDON__Primary_Contact_City__c

Mailing city of the Contact’s mailing address

Primary Contact Country

ASPHPPADDON__Primary_Contact_Country__c

Mailing country of the Contact’s mailing address

Primary Contact Postal Code

ASPHPPADDON__Primary_Contact_Postal_Code__c

Mailing postal code of the Contact’s mailing address

Primary Contact State

ASPHPPADDON__Primary_Contact_State__c

Mailing state of the Contact’s mailing address

Receipt Action (PPlus)

Receipt_Action__c

Receipt action in Opportuntiy record and Recurring

 Donation record used if the receipt of the donation is Post or Email

RD Status

ASPHPPADDON__RD_Status__c

Status of the Recurring Donation record

Soft Credit Account Email

ASPHPPADDON__Soft_Credit_Account_Email__c

Email for the soft credit Account record

Soft Credit Account Name

ASPHPPADDON__Soft_Credit_Account_Name__c

Name for the soft credit Account record

Soft Credit Account

ASPHPPADDON__Soft_Credit_Account__c

Account lookup for the Recurring Donation record

Soft Credit Contact Address

ASPHPPADDON__Soft_Credit_Contact_Address__c

Mailing street of the soft credit Contact’s mailing address

Soft Credit Contact City

ASPHPPADDON__Soft_Credit_Contact_City__c

Mailing city of the soft credit Contact’s mailing address

Soft Credit Contact Country

ASPHPPADDON__Soft_Credit_Contact_Country__c

Mailing country of the soft credit Contact’s mailing address

Soft Credit Contact Email

ASPHPPADDON__Soft_Credit_Contact_Email__c

Email of the soft credit Contact record

Soft Credit Contact First Name

ASPHPPADDON__Soft_Credit_Contact_First_Name__c

First name of the soft credit Contact record

Soft Credit Contact Last Name

ASPHPPADDON__Soft_Credit_Contact_Last_Name__c

Last Name of the soft credit Contact record

Soft Credit Contact Phone

ASPHPPADDON__Soft_Credit_Contact_Phone__c

Phone number of the soft credit Contact record

Soft Credit Contact Postal Code

ASPHPPADDON__Soft_Credit_Contact_Postal_Code__c

Mailing postal code of the soft credit Contact’s mailing address

Soft Credit Contact State

ASPHPPADDON__Soft_Credit_Contact_State__c

Mailing state of the soft credit Contact’s mailing address

Soft Credit Card Contact

ASPHPPADDON__Soft_Credit_Contact__c

Contact lookup for the Recurring Donation record

List of BDE Item fields Mapping

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