Hide Unused/Deprecated Components

1. Hide the ProntoPlus App, there are two ProntoPlus Apps you can see in the App Launcher.

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c. Search for ProntoPlus and click “Visible in App Launcher” to hide

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Product Risk

1. If the organisation has been installed PPlus version 1.28 and wants to upgrade to the latest version of ProntoPlus, make sure that the “SendReceiptPPTXN” apex trigger is inactive.

a. Go to Setup > Custom Code > Apex Triggers > SendReceiptPPTXN > Edit.

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Notes

1. The “RFM Scoring” feature is disabled in ProntoPlus Version 2.6. If this feature has been configured before, please remove/disable the config.

2. Trigger Handler records are automatically included in the post installation script if the organisation is fresh/new but if you are only upgrading, it is not. You’ll have to manually create them.

Opportunity Layout

Show the following buttons, fields, related list, compact layouts and search layouts below. Repeat for all record types if needed.

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b. Make sure that these are the only activated values.

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Recurring Donation Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

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Go to App Launcher > Recurring Donations > New List View

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Contact Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

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

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Account Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

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b. Change from “Organisation” to “Organization”.

Consolidated Statement (PPlus) Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

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2. Related List on record page

a. Show “Files“

Receipt (PPlus) Layout

Show the following buttons, fields, related list and search layouts below. Repeat for all record types if needed.

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2. Related List on record page

a. Show “Files“

Receipting

Note: Reschedule the Send Receipts batch, stop and start.

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

Consolidated Statement

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

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b. Under the Optional Features section, tick Allow Activities

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NPSP Settings

1. Setup Default GAU

a. Go to NPSP Settings > Donations > GAU Allocations

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b. Under the Optional Features section, tick Allow Activities

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Remote Sites Setup

Add the “ProntoPlus_Remote_Site” remote site.

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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.

2. Contact Page Layouts

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

b.      Show Segment History (PPlus) related list.

3. 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.

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

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

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

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.

Add using Trigger Handlers tab:

Go to App Launcher > Trigger Handlers > Add New

Default Batches to Run

Go to ProntoPlus Settings | Schedule Processes

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.

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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