Knowledge Base

Donor Management with Salesforce

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

    Version: 9.190519xxxx When a transaction is processed, Autoresponder automatically fires the Email/SMS to the default Email-id/Contact number. Autoresponder only fires when the conditions are satisfied. Step 1: Select Defaults from the ...

    Last Updated: May 22, 2019 02:19AM EDT
  • Donor Management with Salesforce: C&P Alias

    Version: 9.190519xxxx 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: May 22, 2019 02:19AM EDT
  • Donor Management with Salesforce: C&P Settings - Analytics

    Version: 9.190519xxxx 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: May 22, 2019 02:19AM EDT
  • Donor Management with Salesforce: C&P Invoice Settings

    Version: 9.190519xxxx 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: May 22, 2019 02:18AM EDT
  • Donor Management with Salesforce: C&P Invoice Policy

    Version: 9.190519xxxx 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: May 22, 2019 02:18AM EDT
  • Donor Management with Salesforce: Recurring Detailed Page

    Version: 9.190519xxxx 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: May 22, 2019 02:34AM EDT
  • Donor Management with Salesforce: Power of SKU

    Version: 9.190519xxxx 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: May 22, 2019 02:34AM EDT
  • Donor Management with Salesforce: Report Batch Entry

    Version: 9.190519xxxx 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: May 22, 2019 02:34AM EDT
  • Donor Management with Salesforce: Single Transaction

    Version: 9.190519xxxx 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: Jun 12, 2019 07:54AM EDT
  • Donor Management with Salesforce: Batch Processing

    Version: 9.190519xxxx You can process batch transactions using the Virtual Terminal. To complete a batch transaction, you will be prompted to import an Excel spreadsheet (.CSV format). In order to ensure processing, batch transactions are ...

    Last Updated: May 22, 2019 02:35AM EDT
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