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c. Create a user with this Profile to test the locking of opportunities

Reconciliation Batch

Return To Senderhttps://paper.dropbox.com/doc/ProntoPlus-2.16-2.20- Return-To-Sender-RTS-Config-Guide--AyofVK5hOFWS5QGCLlpfZ5aSAg- YyVcsRfJuGnS9gp5B4tDl(RTS)

Segmentation

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

  1. Enable Segmentation

a.      Go to ProntoPlus Settings > General Settings > Enable Segmentation toggle to enable.

  1. Contact Page Layouts

a.      Go to Setup > Object Manager > Contact > Page Layouts > Contact Layout

b.      Show Segment History (PPlus) related list.

  1. Account Page Layouts

a.      Go to Setup > Object Manager > Account > Page Layouts > Household/Organization Layout.

b.      Show the Segment History (PPlus) related list.

 Delete Segment History

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

Normally, we cannot delete segment history but if this feature is enabled, you will have the access to delete it. For both account and contact objects.

  1. Enable Delete Segment History

a.      Go to ProntoPlus Settings > General Settings > Allow Delete Segment History toggle to enable.

  1. Contact Layout

a.      Go to Setup > Object Manager > Contact > Page Layouts > Contact Layout

b.      Add Segment History (PPlus) in related list.

3.      Account Layout

a.      Go to Setup | Object Manager | Account| Page Layouts | Household/Organisation Layout.

b. AddSegmentHistory(PPlus) in related list.

ProntoMerch

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

1. Enabale ProntoMerch

a.      Go to ProntoPlus Settings > General Settings > Enable ProntoMerch toggle to enable.

2. Opportunity Page Layout

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

3. Opportunity Search Layouts

a.      Go to Setup > Object Manager > Opportunity > Search Layouts for Salesforce Classic > List View > Edit.

b.      Show Run Recalculation and Schedule Recalculation buttons.

Opportunity Audit Lock

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

1. Enable Opportunity Audit Lock

a.      Go to ProntoPlus Settings > General Settings > Opportunity Audit Lock toggle to enable.

2. Opportunity Layout

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

b.      Show Lock/Unlock Opportunity button.

3. Opportunity Search Layouts

a.      Go to Setup > Object Manager > Opportunity > Page Layouts > Donation Layout (Do to all layouts if needed).

b.      Show Lock/Unlock Opportunity button.

Object Related Fields

  1. If the “Object Related Fields Mappings” already exist, please check if the mappings are

complete by checking the csv file below.

a.      To check the existing mapping, go to ProntoPlus Settings > Object Related Fields.

  1. If not, add the missing mappings using the UI or import it using Data Loader.

a.      Import this file using Data Loader

b.      Object Name: ProntoPlusObject_Related_Fieldsc

c.      CSV File: Click here.

  1. This mapping will fix the error in sending/generating receipts and sending/generating consolidated statements.

  2. Mapping for Send Statement Copy to User in the Object Related Fields

.       a. This will send a statement copy to the specified user.

OBJECT NAME

RELATED OBJECT NAME

RELAT ED FIELD NAME

ProntoPlusConsolidated_Statement_S ettingsc

ProntoPlusSend_Statement_Copy_t o_Userc

Email

ProntoPlusConsolidated_Statement_S ettingsc

ProntoPlusSend_Statement_Copy_t o_Userc

Name

Trigger Handlers

Note: Make sure that these triggers are added and activated. Adjust the load order accordingly if the client is not using the other features.

Note: Load Order should be ProntoPayments, ProntoGiving, ProntoPlus and org customisation for every object.

Import using Data Loader:

Download and import the csv file. Click here.

Add using Trigger Handlers tab:

Go to App Launcher > Trigger Handlers > Add New

Trigger Handler Name

Object

Class

PPL_Recurring_TDTM

npe03  Recurring_Donation  c

ProntoPlus.PPL_Recurrin

PPL_Opportunity_TDTM

Opportunity

ProntoPlus.PPL_Opportu

PPL_Opportunity_Allocation_TDTM

Opportunity

ProntoPlus.PPL_Opportu

PPL_OpportunityRecItemAutomation_TDTM

Opportunity

ProntoPlus.PPL_Opportu

PPL_Opportunity_AddToRecBatch_TDTM

Opportunity

ProntoPlus.PPL_Opportu

Default Batches to Run

Go to ProntoPlus Settings | Schedule Processes

Batches

Batch Class Name

Descriptions

Default Scheduled Hour

Send Receipts

 

·        Query all Opportunities with Receipt Action Default and update to Email or Post. From Opportunities with receipt action Email it generate receipts of theopportunity without the Last Receipt populated.

BDE Receipt Action Emailitwillbereceipted every 10mins

Every 10 mins

Generate Receipts

List view from the Opportunity level without the Last Receipt populated for Post.

Single Combined PDF Receipting

On custom settings > ProntoPlus Settings, make sure that “Maximum Receipts in 1 PDF" is added.

Go to ProntoPlus Settings > Receipting > Settings, on the “Maximum Receipts in 1 PDF” input field, it allows a dynamic number of receipts per 1 PDF file, set maximum 1000.

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Post Config ProntoPlus 2.33

Subject defined in the Receipt Template displays on Email.

A. On the Receipt Template, create a new template then input the required fields. The example shows on the screenshot below.

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B. On ProntoPlus Settings → Object Related Fields, add the following fields that shows on the screenshot below.

Subject Defined in the Consolidated Statement displays on Email

A. On the Receipt Template, create a new template for record type “ATS” . Please see screenshots below.

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B. On ProntoPlus Settings → Object Related Fields, add the following fields below.

Object Name

Related Object Name

Related Field Name

ProntoPlus__Consolidated_State ment_Settings__c

ProntoPlus__Receipt_ Template__c

ProntoPlus__Receipt_Em ail_Subject__c

 

 

 

 

 

 

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Multiple-Page Receipt Display (Bug fix)

A. In classic email template for Receipting, the table tag must have a class “tableMAIN_receiptRows” to render properly the table in receipt.

o   Go to Setup > Classic Email Templates > (choose the template)

o   Edit the desired template

Example:

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Archives

Gather all data that will be archived per changes for documentation purposes only. Archive History Prontos