The Config Guides will be publicly available in the Posimente Confluence site from late May.
General Fundraising Guides
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| View file |
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| name | Glossary_And_ConceptsReconciliation Guide.pdf |
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| name | SalesforceGlossary_with_Microsoft_Outlook- August 2020 Release.docxAnd_Concepts.pdf |
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| | View file |
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| name | SalesforceBatch_Mobile-_Jan_2020_Release.docxDonation_Processing.pdf |
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| name | Reports_And_Dashboards.pdf |
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| name | Auxiliary_Data_Entry_Functions.pdf |
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| name | Reconciliation Guide.pdf |
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| View file |
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| name | Campaign_Management.pdf |
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| | View file |
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| name | Bulk_Data_Import_Guide.pdf |
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| | View file |
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| name | Major_Gifts_And_Bequests.pdf |
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| | View file |
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| name | Recurring_DonationsQuick Donate Guide.pdf |
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| | View file |
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| name | Receipting April 2020 Version 1.1.pdf |
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| View file |
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| name | Contact_And_Account_Maintenance.pdf |
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| | View file |
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| name | Recurring_Donations.pdf |
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Salesforce Related Guides
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| View file |
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| name | Salesforce_Mobile_App.pdf |
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| | View file |
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| name | Salesforce_with_Microsoft_Outlook- August 2020 Release.docx |
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| | View file |
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| name | Salesforce_Basics.pdf |
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Payment Gateway Guides
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| View file |
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| name | Stripe Payment Gateway Guide.pdf |
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| | View file |
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| name | NAB Payment Gateway Guide.pdf |
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| | View file |
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| name | PayWay Payway_Payment_Gateway.pdf |
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| | View file |
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| name | eWay_Payment_Gateway.pdf |
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| View file |
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| name | SecurePay_Payment_Gateway.pdf |
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| | View file |
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| name | BPOINT_Payment_Gateway.pdf |
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| | View file |
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| name | EziDebit_Payment_Gateway_Guide.pdf |
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| | View file |
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| name | EZIDEBIT Paydock_Payment_Gateway.pdf |
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