Hide Unused/Deprecated Components
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
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
The “RFM Scoring” feature is disabled in ProntoPlus Version 2.6. If this feature has been configured before, please remove/disable the config.
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
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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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.
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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.
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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..
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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.
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b. Show Lock/Unlock Opportunity button.
Object Related Fields
If the “Object Related Fields Mappings” already exist, please check if the mappings are
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b. Object Name: ProntoPlusObject_Related_Fieldsc
c. CSV File: Click here.
This mapping will fix the error in sending/generating receipts and sending/generating consolidated statements.
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 | |
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__ |
Recurring | ||
PPL__Opportunity__TDTM | Opportunity | ProntoPlus.PPL_ |
_Opportunity | ||
PPL__Opportunity_Allocation__TDTM | Opportunity | ProntoPlus.PPL_ |
_Opportunity | ||
PPL_OpportunityRecItemAutomation__TDTM | Opportunity | ProntoPlus.PPL__ |
Opportunity | ||
PPL_Opportunity_AddToRecBatch__TDTM | Opportunity | ProntoPlus.PPL_ |
_Opportunity |
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.
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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)
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