Recent updates
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Adding Appeal Codes to Aquirt
Updated onArticleIn order for AQ2 to recognized scanlines properly, we need to import the appeal codes prior to processing checks.
Overall Manuals AQ2 - Check Processing Support / Misc Processes
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Testing
Updated onArticleWhen you want to test items without actually creating live data in production, it is recommended that you test using the Salesforce sandbox.
Overall Manuals AQ2 - Check Processing Support / Misc Processes
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Logging a Previous Text in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous texts to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous text sent or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to send a text through RingCentral for Salesforce, click here.
Partnerships I'm a Volunteer Engagement Manager, Now What? Salesforce
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Sending a Text through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you send text messages to donors, volunteers, and corporate partners directly from your Salesforce account. Once you've sent your text, you can log the text message with details and notes as activity on the account. This article shares how to send texts through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Partnerships I'm a Volunteer Engagement Manager, Now What? Salesforce
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Logging a Previous Call in RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you easily log previous call activity to clients and corporate partners directly from your Salesforce account. This article shares how to log a previous call made or received through the RingCentral Apps or Desk Phone in Salesforce. To learn how to make a call through RingCentral for Salesforce, click here.
Partnerships I'm a Volunteer Engagement Manager, Now What? Salesforce
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Making a Call through RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you make and receive calls to donors, volunteers, and corporate partners directly from your Salesforce account. Once your call has begun, you can log the call with details and notes as activity on the account. This article shares how to make a call and log activity through RingCentral for Salesforce. To learn how to login to RingCentral for Salesforce for the first time, click here.
Partnerships I'm a Volunteer Engagement Manager, Now What? Salesforce
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Logging into RingCentral for Salesforce
Updated onArticleRingCentral for Salesforce lets you make and receive calls directly from your Salesforce account. Once your call has begun, you can log the call with details and notes as activity on the account. This article shares how to log in to RingCentral for Salesforce for the first time. To learn how to make a call through RingCentral for Salesforce, click here.
Partnerships I'm a Volunteer Engagement Manager, Now What? Salesforce
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Sending File to Bank
Updated onArticleAKA depositing the money in the bank account.
Overall Manuals AQ2 - Check Processing Daily Donations
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Adjusting the Scanline in AQ2
Updated onArticleThe scanline is the set of numbers and letters in the bottom right corner of a remit. It is made up of typically two sets of numbers and in some occassion three sets of numbers. The first number is the donor ID with leading zeros to make it a 12 digit number. The second number is the appeal code (mapped to Salesforce as the Appeal Code). The scanline area is what dictates if the scanline is readable by the scanner. If a scanline is outside the scanable area, !!!!! will appear in Job Manage as the scanline. On rare occasion, you will need to adjust the scanline in order to make the scanner recognize the scanline properly. When creating a scanline you will need to use OCR font to ensure readability by the scanner. As of July 2015 measurements are: 8mm Vertical Cntr 95 Width and 15mm height starting in the bottom right corner. NOTE: Open other jobs that you use with a coupon and verify the change has been inherited. If not then change them as well.
Overall Manuals AQ2 - Check Processing Support / Misc Processes