Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - Default Autoresponder

    Version: 9.190720xxxx Autoresponder automatically fires the Email/SMS to the default Email-id/Contact number when the Autoresponder conditions are satisfied. A: Select Defaults from the Autoresponder (C&P Settings > Autoresponder...

    Last Updated: Aug 15, 2019 10:53AM EDT
  • Donor Management with Salesforce: C&P Alias

    Version: 9.190720xxxx Prerequisite: C&P Contact Alias will be created only when the Match Fields (C&P Settings > Contacts & Accounts > Match Fields) are matched and, at least, one field information is different compare t...

    Last Updated: Jul 09, 2019 09:14AM EDT
  • Donor Management with Salesforce: C&P Settings - Analytics

    Version: 9.190720xxxx Step 1: Click on Analytics in C&P Settings. Step 2: Enable the patron rank so that automatic calculation will starts on 3:00 a.m daily based upon the opportunity SKU Condition. If Patron Rank is disabled, then ...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Donor Management with Salesforce: C&P Invoice Settings

    Version: 9.190720xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. To set up an Invoice, Invoice Setting is the primary step. 1.Site URL: Get the site URL by clicking on G...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Donor Management with Salesforce: C&P Invoice Policy

    Version: 9.190720xxxx Invoicing provides a complete solution for organizations to issue, email, and accepts payments for invoices. Invoices may be setup with various invoice policies with due dates, late fees, and discount schedules. Payme...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Donor Management with Salesforce: Recurring Detailed Page

    Version: 9.190720xxxx Recurring transactions may be updated with new information to be reflected in the future occurrences. The following actions may be taken on a recurring transaction: Edit Field Set Cancel Recurring Edit ...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Donor Management with Salesforce: Power of SKU

    Version: 9.190720xxxx A SKU (Stock-Keeping Unit) is a unique identifier for each item that can be purchased. Attaching SKUs to items allows organizations to track inventory easily and search for items based on a SKU. This will be helpful t...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Auctions for Salesforce and Click & Pledge

    Auctions for Salesforce CRM offers tools for managing information and tasks related to running fundraiser auctions. With the release of version 3.0 they have added credit card pre-authorization and processing using Click & Pledge. This ...

    Last Updated: Jul 30, 2019 10:29AM EDT
  • Donor Management with Salesforce: Report Batch Entry

    Version: 9.190720xxxx Introduction: In C&P Virtual Terminal tab, a user can do single or multiple transactions. While processing multiple transactions, the user can select either Batch upload or Report Batch upload in Processing Type ...

    Last Updated: Jul 09, 2019 09:15AM EDT
  • Donor Management with Salesforce: Single Transaction

    Version: 9.190720xxxx The virtual terminal is a complete PCI compliant [See certification] and certified payment processing system. Patrons' credit card and eChecks may be processed through the terminal within any Salesforce user's accoun...

    Last Updated: Jul 09, 2019 09:16AM EDT
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