ProntoGiving - additional configuration

On this page

Hide Unused/Deprecated Components

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

Open

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.

Open

Setup Field Dependencies on Process Type

1. Go to Setup | Object Manager | Payment Transactions | Fields & Relationships | Process Type

   1. Edit the Field Dependencies

Open

1. Under Manual Payment select:

   1. Cash

   2. Cheque

   3. Bank Account

   4. Credit Card

   5. Under Via ProntoPayments select:

      1. Bank Account

      2. Credit Card

Open

Enable the Manual Payment record type

1. Go to Setup | Object Manager | Payment Transaction | Record Types | Manual Payment | Edit

Open

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

Open

1. 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

Open

1. 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

Open

1. 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

Open

1. 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

Open

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)

      Open

      

2. Recurring Donation

   1. Recurring Type

   2. Date Established

   3. Installment Period

   4. Installment Frequency

   5. Day Of Month

   6. Number of Planned installments

   7. Receipt Action (PPlus)

   8. Receipt Template (PPlus)

   9. Campaign

Open

1. 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)

Open

1. 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)

Open

1. QD New Account Fieldset

   1. Account Name

   2. Receipt Recipient (PPlus)

Open

1. 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)

Open

1. QD Credit Card Fields (This is only optional because not all gateways require CCV field)

   1. Add CCV (PPlus) field

Open

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

Open

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

Open

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.

Open

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.

Access permissions

Set these permissions for users to access Quick Donate.

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.

Open

Email Workflow Rule

Contact.EmailChanged_Alternate

Contact.EmailChanged_Personal

Contact.EmailChanged_Work

Contact.Preferred_Email__c

Email only: Paste to Work

Phone Workflow Rule

Contact.PhoneChanged_Home

Contact.PhoneChanged_Mobile

Contact.PhoneChanged_Other

Contact.PhoneChanged_Work

Contact.Preferred_Phone__c

Phone only: Paste to Work

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

Remote Site Setup

Update Remote Site - Metadata

1. Setup Remote Site Settings

   1. Switch to Classic Environment

   2. Go to ProntoGiving Settings and copy the highlighted link below.

   3. Note: Every org has a different URL

   4. Go to Setup > Security > Remote Site Settings. Update Metadata Remote Site

   5. Make sure that the “Active” checkbox is ticked and save when done.

Trigger Handlers
Note: Ensure these triggers are added and activated. Adjust the load order accordingly if the client is not using the other features.

1. Go to App Launcher | Trigger Handler

2. The PP_ASPaymentTXN_TDTM trigger handler requires ProntoPayments version 2.7 or

   higher

3. Add the PP_Opportunity_TDTM trigger handler if:

   1. The org has NPSP installed, if none, don’t add

   2. Once the trigger is added, enable the NPSP TDTM toggle in ProntoPayments Settings

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

Please note: all triggers should be Active.