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There must be a Contact that is directly linked to the account (Account is NOT Orphaned) for the receipt record to be created(That is why we were forced to use Sir/Madam dummy contact). However on version 24, that will no longer be the case. There is a new feature where a special indirect contact relationship can be linked to the account and the receipt will be created.
The Contact Role of Signator can be used in a Contact to Account relationship to relate a Contact from a Household Account to a Non-Household Account to allow for receipting of the Non-Household Account.Gift Date is not in the future
Transaction has not already been receipted
Transaction’s Do Not Receipt is not ticked
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Merge Document (Doc template) | Jarvis (Apsona) - Field Mapping | ||||||
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Date | «ReceiptDate» | ||||||
Heading | «IF CareOf»«AccountName» «ELSE IF AccrecordType !="Household"» «AccountName»«ENDIF» «IF CareOf»Care Of: «CareOf» «ELSE IF Deceased»Sir/Madam «ELSE IF LegalCreditCheckLess100Greater0» «IF PSalutation»«PSalutation»«ENDIF» «PFirstName» «PLastName»«IF PSuffix»«PSuffix»«ENDIF» and «IFSSalutation»«SSalutation»«ENDIF» «SFirstName» «SLastName»«IF SSuffix» «SSuffix»«ENDIF» «ELSE IF LegalCreditCheck100» «IF LegalCreditSalutation»«LegalCreditSalutation»«ENDIF» «LegalCreditFirstName» «LegalCreditLastName» «IF LegalCreditSuffix» «LegalCreditSuffix»«ENDIF»«ENDIF» «IF MailingLine1»«MailingLine1»«ENDIF» «IF MailingLine2»«MailingLine2»«ENDIF» «IF MailingLine3»«MailingLine3»«ENDIF» «IF City»«City»«ENDIF» «State» «PostCode» «Country» |
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Salutation | «SalutationJava» |
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Body | |||||||
Date | «IF Pledge»«LastPaymentDate»«ELSE»«GiftDate»«ENDIF» |
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Received from | «GiftRecognitionCredit» |
Flow: Gift Pledge Update - V6 Trigger: Gift/Pledge Created or Edited If GRC exist: concatenate contacts’: Contact.Receipt Name or Contact.FirstName Contact.LastName else: Account.Account Name Gift Pledge Update - V6 | |||||
Amount | «GiftAmount» |
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Receipt | «ReceiptNum» |
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«COADesignation» |
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Email Recipient | Receipt.Receipt Email | AQB__Receipt__c.AQC_Receipt_Email__c which is a formula: If the Contact email is blank or the Account is not a household, this will display the Account email, otherwise it will display the Contact email. IF(ISBLANK(AQB__ContactId__r.Email),AQB__AccountId__r.AQB__Email__c, AQB__ContactId__r.Email) |
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