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KNOWLEDGE BASE
https://apsona.com/pages/sfdc/doc/custom-objects.html
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*Contacting Apsona Support through their website*
We have a new all-purpose Request Form! This dynamic form will provide you with topic-specific resources and questions to resolve your request faster! Moving forward, please use this form for all sales, renewals, and support needs!
APSONA REPORTS
Apsona Report Name | Sub list report | Template | Salesforce Email Template | Button | Stakeholder Team | Description | Note |
Receipt - Email | USYD_New Standard Receipt Template - Aug 26th _ 2022.docx | Email Receipt | No | Gift Administration | Run weekly by GA team in Apsona to generate and send receipts to donors | Be very careful in prod it sends mass email to donors | |
Receipt - Non-Email | USYD_New Standard Receipt Template - Aug 26th _ 2022.docx | - | No | Gift Administration | Run weekly by GA team in Apsona to generate receipts for donors to print and post | ||
Reprint Receipt | USYD_New Standard Receipt Template_Reprint - Edited - BP.docx | - | No | Gift Administration | In case donor request for a receipt again | ||
Consolidated Receipts - Email | USYD_Consolidated Receipt Template_Updated.docx | Consolidate receipt | No | Gift Administration | Run annual receipts for donors and email | Be very careful in prod it sends mass email to donors | |
Consolidated Receipts - Non Email | USYD_Consolidated Receipt Template_Updated.docx | - | No | Gift Administration | Run annual receipt for donors and post | ||
Reprint Consolidated Receipts | USYD_Consolidated Receipt Template_Reprint.docx | - | No | Gift Administration | In case donor request for a receipt again | ||
Receipt - Grant - Non Email | Grant - Acknowledgement - Feb 2023 (3).docx | - | No | Gift Administration | Generate Non-Tax deductable payment acknowledgement to print and post | ||
Receipt - Grant - Email | Grant - Acknowledgement - Feb 2023 (3).docx | TBC | No | Gift Administration | Generate and email non-Tax deductable payment acknowledgement for grants to print and post | Waiting for the salesforce email template to be created | |
Dues | USYD_Standard MembershipTemplate2.docx | - | Gift Administration | ? | |||
Payment and Reminder (Grant - Pledge) | USYD_New Standard Payment Form - Pledge - BP.docx USYD_New Standard Payment Form- Grant - BP.docx | - | No | Gift Administration | Run weekly to Send reminder to donors to pay their pledges on time | ||
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Event Brief | EventBriefDetails | USYD _Event Brief _BP.docx | - | Yes | Prospect Development | Generating a document with the attendees’ details in the system | |
Mass Event Brief | EventBriefDetails | Usyd - Event Brief - Mass Event - Final.docx | - | Yes | Prospect Development | Generating a document with the attendees’ details in the system |
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TAPSS-
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1008 KT #3 - Apsona Related
Recordings including the previous sessions are commented in TAP-1557 ticket
| Jira Legacy | ||||||
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Confluence: TAP Receipting Blueprint - Techno Functional
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