• Page
|
• Edit

Home: NPSF > Nonprofit Starter Pack > Nonprofit Starter Pack Recurring Donations

Pre-Install Config

If you do not follow these instructions and you have a "Recurring Donations" field, the new package's "Recurring Donation field will be installed but it will be installed with a Field Accessibility of Hidden. You can change that after installation.

1. Rename the existing "Recurring Donations" field (if you have it)
   1. Click on Setup | App Setup | Customize | Opportunities | Fields
   2. Scroll down to Opportunity Custom Fields & Relationships
   3. Click edit next to Recurring Donations
   4. Change the Field Name to something like Recurring Donations Old
   5. Take heed of the subsequent alert message.
   6. Click OK
   7. Click Save.

Version 1.16 added a Recurring Donations & Pledges tab to the managed package. If you have an unmanaged tab with the same name, you'll need to delete that tab before upgrading the package.

1. Click on Setup | App Setup | Create | Tabs
2. Delete the tab named "Recurring Donations & Pledges"

After installing the new tab, set the tab visibility and add it to your Apps as necessary.

Package Install

Install from the Current Version Package Installation Link above.

Here is a screencast showing this installation.

Do not Deploy this package until you have finished the post-install config. Run the installation, but choose Deploy Later.

Post-install Config

If you are converting from the previous version of the nonprofit template, you will have several buttons and page layouts for accounts, contacts and opportunities. These instructions will only reference those items that have to be changed. The new Recurring Donations and Pledges packages does not overwrite anything in the old package, nor does it merge with it in anyway. The best practice is to move the data out of the old recurring donations object in to the new one.

1. Make sure Opportunity Stage has a value for 'Pledged'
   1. Click on Setup | App Setup | Customize | Opportunities | Fields
   2. Add Pledged to the Stage field
2. Update Account Page Layouts to include the Recurring Donations related list#
   1. Click on Setup | App Setup | Customize | Accounts | Page Layouts
   2. Click on Edit to the left of your Page Layout
      1. If you have you are converting from old Nonprofit Template, this change needs to be made only to the organization layout
      2. If you have other layouts you will need to make this change to each of them
   3. Scroll down to the Related List Section
   4. Set the Field Chooser Box to Related Lists
   5. Drag the Recurring Donations related list to the Related List Section
   6. Click Save
3. Update Contact Page Layouts to include the Recurring Donations and Pledges related list
   1. Click on Setup | App Setup | Customize | Contacts | Page Layouts
   2. Click on Edit to the left of your Page Layout
   3. Scroll down to the Related List Section
   4. Set the Field Chooser Box to Related Lists
   5. Drag the Recurring Donations and Pledges related list to the Related List Section
   6. Click Save
4. Update the "Donation" Page Layout to include the Recurring Donations field which is a lookup to the master Recurring Donation/Pledge record. Only the "Donation" layout can be part of a recurring donation/pledge.
   1. Click on Setup | App Setup | Customize | Opportunities | Page Layouts
   2. Click on Edit to the left of your Page Layout
   3. Drag the Recurring Donation field from the Field Chooser Box to your page layout to an appropriate place.
   4. Click Save
   5. Add the fields to the Account
5. Create buttons for New Recurring Donation for Account and New Recurring Donation for Contact
   1. When you click New Recurring Donation you will want certain information to be brought over to the new Recurring Donation Record like a naming convention and the Account and/or Contact record that was the source of the new record. Unfortunately, this is not possible to build in a package.
   2. I have created a short screencast to show how this is done

New Recurring Donation from Contact (you'll need to change the field names, watch the screencast for more info)

{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, 
     [Name = Contact.FirstName & " "& Contact.LastName&" - "& TEXT( TODAY())])}
&CF00N80000002bOmR={!Contact.Name}
&CF00N80000002ahP7={!Account.Name}

New Recurring Donation from Account (you'll need to change the field names, watch the screencast for more info)

{!URLFOR($Action.npe03__Recurring_Donation__c.New, null, 
[Name = Account.Name&" Donation - "& TEXT( TODAY()),
retURL="/"&Contact.Id,
CF00N80000003Oksc = Account.Name,
CF00N80000003Oksc_lkid = Account.Id,
CF00N80000003OksW = Contact.FirstName & " "& Contact.LastName,
CF00N80000003OksW_lkid = Contact.Id])}