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Monica Kluegel

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

 

Enter username

 

 

Enter Password

 

 

Click on Log in to Sandbox

 

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

 

 

Once in Affinaquest app, go to Gear Icon

 

 

Click on Set up - Blue icon

 

 

Click on Users tab

 

 

Click on Users

 

 

Click on login against the user ( GA User) having all permissions

Ana Simic

 

User 

choose current user

Goto the batch → Batch Items tab ->Click on the batch item name → Copy the Dues Number

Image Added

Click Apsona Tab

click reporting tools > Multi-step reports

 

 

clic All reports

find report

Dues

click report "Dues" > run

click change filters

if any filter on dues, remove all

click add term on Dues

choose

Dues > Dues Number

comparisson

equals

Due Number

type in the due number eg 000013534

click Change button

click Merge Mail

click Run an existing merge action

Select the action to run

Print Dues

Click Run

Click Download Results

Dues receipt is downloaded

View file
namePrint Dues_2023-03-29_1537.docx

Logout of the User

Close the Browser