Insert Advanced Field from the Gift Affidavit and eSign it in minutes

Aug 6th, 2022
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A step-by-step instructions on the way to Insert Advanced Field from the Gift Affidavit

  1. Drag and drop your file to the Dashboard or add it from cloud storage solutions.
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  3. Change your file making more changes if required.
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  7. Make reusable templates for frequently used documents.

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How to Insert Advanced Field from the Gift Affidavit

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okay I am showing one oclock so Im gonna go ahead and get things started welcome everybody to this months webinar the laserfiche build long about advanced forms the one youve all been waiting for right my name is Steven kruetzfeldt Im a pre-sales engineer here with CDI todays gonna be just slightly different the first thing I want to do is oh there should be questions chat and then theres a handout so todays meeting actually has a handout a lot of what Im gonna be covering today well be showing things like JavaScript and CSS and if youre anything like me Im not a programmer so Im gonna go ahead and gift you with the JavaScript you can go ahead and just drag and drop or copy and paste into the form to utilize some of the things well look at here so this will kind of help you to follow along also so with that out of the way if this is your first build along welcome thank you for joining what is it build along in short a build along is an interactive experience designed to g

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Edit the Default Gift Entry Template Click the Templates tab in Gift Entry. Select Default Gift Entry Template from the table. Click Next: Form Fields. In the Configure Form Fields area, select the Donation Information section. In the Form Fields menu, select Opportunity then select the field we created, Source Code.
Add Custom Fields Click the gear icon. and select Setup. This launches Setup in a new tab. Click the Object Manager tab. From the list of objects in the dropdown, click Suggestion. Click the Fields Relationships section. Click New.
Create a custom field in Project In Grid view, select Add column New field. Choose a field Type: Important: A custom fields type cannot be changed after its created. If a custom field is the wrong type, delete the field, then create it again using the correct type. Enter a Field name, then select Create.
To enable Advanced Mapping and Gift Entry: Confirm you have My Domain enabled. Click the NPSP Settings tab. Click System Tools | Advanced Mapping for Data Import Gift Entry. In the first section, enable Advanced Mapping . When the page reloads, in the second section, enable Gift Entry .
In Salesforce, click the App Launcher ( ) and find and select Gift Entry. Click New Single Gift. Enter your donation details. Select the appropriate Payment Method, either ACH or Credit Card.
Gift Entry allows you to enter a gift on behalf of a donor using the payment details given to you via an alternate method. For example, if you use envelope giving, your offline donations can later be entered through Gift Entry.
Change the Single Gift Entry Form Layout Click. Click the Object Manager tab. In the list of objects, click Opportunity. Click Page Layouts. Click Single Gift Entry Customization. Drag a Section from the palette to below the section marked DO NOT EDIT. Now drag fields into the sections you just created. Click Save.

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