Changes in the latest ProntoGiving minor release version 1.379.36
- Important note about Duplicate Rules
- Updated Quick Donate - required Contact fields are set by field set only
- Enhanced Batch Input – added an intermediary step to capture all information and display any errors
- Modified GAU display on receipts - GAU Receipt Content otherwise GAU Name rather than Description
Important Note on Duplicate Rules
Duplicate rules is a standard Salesforce feature that helps to keep your data clean by alerting or reporting on potential duplicate records based on your matching criteria. However it is important to note that when you use ProntoGiving Donation Forms, you need to set your Account Duplicate Rules and Contact Duplicate Rules be REPORT ONLY, and not Alert, otherwise if there is a duplicate found when a repeat donor enters their details on the donation form, the Contact details will not be passed into Salesforce on the new Donation.
Bypassing Duplicate Rule
Allow to process the Donation via Donation Page using the details of an existing contact by bypassing the Duplicate Rule Alert and linked it to contact and account.
- Conditions for Duplicate Rules:
Filed – Operator – Value
Current User: Last Name – not equal to – Site Guest User (AND)
Current User: Last Name – not equal to – Donation Page (AND)
Set required fields QuickDonate
Previously the email field was defaulted to be always required when creating a new contact using QuickDonate. With this minor release update, we have made it possible to make it non-mandatory, as some organisations may not be collecting the donor’s email.
Q - How to set required fields on Quick Donate?
*** NB Must be done in Classic Salesforce, not currently available in Lightning
A - Navigate to Setup > Contacts > Field Sets > NewContact
From here you can click and drag fields in or out of the top box to the bottom layout to add them to the page.
Click on the field name, then click the spanner icon to bring up the pop up window for the Field Set Item Properties.
Tick the box to mark the field as required and press OK and Save the FieldSet.
Batch input intermediary screen
In order to minimise the possibility of loss of data when there is an issue with an entered batch, the Batch Input ‘Process’ button now goes to a new intermediary screen and saves all the information in the Batch Input Items.
Previous Screen on Submitting/Processing the Batch
New Screen on Submitting/Processing Batch.
Any errors on the batch are captured prior to submission and displayed.
To access the created Opportunities and Recurring Donations, you will need to click into Batch Donation Detail>Related Lists>Batch Donation Items> each individual line corresponds to an Opportunity or Recurring Donation.
Please note that deleting a Batch will not delete the created Opportunities and Recurring Donations.
GAU Receipt Content
Previous coding for receipts used the following logic to display the General Allocation Unit that a donation was allocated to:
Use GAU Description, however, if Blank, use GAU Name
The logic has been updated to:
Use Receipt Content, however, if Blank, use GAU Name.
This is because Description could be an internal description, which you may not want printed on a donor receipt.
Data Update required:
This means that existing clients of ProntoGiving will need to make sure that if they currently have data in the Description field, it is copied over to the Receipt Content field. Steps required:
- Run a report on General Allocation Units, with the General Account Unit ID, and Description field,
- Export to CSV
- Change heading of Description to Receipt Content
- Upload using Data Loader mapping to the General Allocation Unit object, ID and Receipt Content fields.
Should you have any questions about this, or require assistance, please contact AlphaSys Support support@alphasys.com.au or contact your Account Manager.
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