https://fdnpartners.wiki/ 2026-08-18T14:43:41+00:00 https://fdnpartners.wiki/ https://fdnpartners.wiki/lib/exe/fetch.php?media=logo.png text/html 2026-08-05T14:17:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:1accounts&rev=1785939475&do=diff Accounts This section is for working through buttons, related lists and Lightning Pages for the Account object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Accounts * Select Household Layout (either the one labeled with FDNP or a custom version), Click text/html 2026-08-05T14:22:02+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:2contacts&rev=1785939722&do=diff Contacts This section is for working through buttons, related lists and Lightning Pages for the Contact object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Contacts * Select Page Layouts, Select Contact Layout (either the one labeled with FDNP or a custom version), Click text/html 2026-08-05T14:27:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:3affiliations&rev=1785940030&do=diff Affiliations This section is for working through buttons, related lists and Lightning Pages for the Affiliation object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Affiliation * Select Page Layouts, Select Affiliation Layout (either the one labeled with FDNP or a custom version), Click text/html 2026-08-05T14:26:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:4addresses&rev=1785939997&do=diff Addresses This section is for working through buttons, related lists and Lightning Pages for the Address object. Content * Page Layouts * Lightning Page Page Layouts Separate Page Layouts exist for Organizations and Household due to seasonal address fields on the Household layout. Prepare separate layouts. text/html 2026-08-05T14:46:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:4opportunities&rev=1785941197&do=diff Opportunities This section is for working through buttons, related lists and Lightning Pages for the Opportunity object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Opportunities * Select Page Layouts, Select Opportunity Layout (either the one labeled with FDNP or a custom version), Click text/html 2025-05-16T20:20:10+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:5letter_generation&rev=1747426810&do=diff Letter Generation This section covers general setup of Letter Generation tool included in the Donor 360 package. It includes general permissions, page layouts, templates, automation to assign templates and letter output. NOTE: The Letter Generation tool generates the text of a letter which is then merged with a Word document using a document merge tool such as Conga or Apsona (licenses needed). text/html 2026-08-05T15:22:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:5payments&rev=1785943350&do=diff Payments This section is for working through buttons, related lists and Lightning Pages for the Payments object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Payments * Select Page Layouts, Select Payments (Cash) in the pallet text/html 2026-08-05T15:29:32+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:6fundsgau&rev=1785943772&do=diff Funds (General Accounting Units) This section is for working through buttons, related lists and Lightning Pages for the Fund object. Content * Page Layouts * Lightning Page Page Layouts * Click Setup, Object Manager, Funds * Select Page Layouts, Select Fund (FDNP) text/html 2025-05-16T20:14:27+00:00 Anonymous (anonymous@undisclosed.example.com) https://fdnpartners.wiki/doku.php?id=donor360:object_configuration:letter_generation&rev=1747426467&do=diff Letter Templates Overview This section will review how the Letter Template is designed to work and guide setup of a letter template. Create a Letter Template * From App Launcher, search and select Letter Template, Click New * Add a Name for the template