Use this link to share with your colleagues:
Lightning Transition: Discover Additional Customizations: https://help.pm.leapevent.tech/a/1770704
In this step, you'll find out whether your account has any additional customizations that need to be addressed in Lightning. Specifically, you'll:
- Determine whether you use Notes and Attachments
- Find custom page layouts
Some reports are longer than others, but this step should take about half an hour to 45 minutes.
Before you begin: open a text document or have a pen and paper handy. As you assess the customizations in your PatronManager account, you'll make a checklist to use in the final step of your Lightning Transition.
1. Notes and Attachments
Some PatronManager users utilize the Notes & Attachments related list to add written notes about a record, or PDFs of contracts to artist Contact records. In Lightning, Notes and Attachments have been retired and replaced by Files.
If you know you use Notes and Attachments, jot down "Notes and Attachments" on the checklist you're keeping. You'll migrate them to Files in Lightning later.
If you're not sure, ask your colleagues to see if anyone uses Notes & Attachments. If no one does, then you can skip anything related to Notes & Attachments and continue moving forward.
2. Find custom page layouts
Next, we'll take a trip to Setup and look at the Account, Contact and Donation page layouts. You'll make note of any custom page layouts on these objects in your checklist.
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Account
3. Click on the Page Layouts tab in the left panel
4. Take note of all the custom Account page layouts on your checklist
Not sure which page layouts are custom? Here's a list of packaged Account page layouts - write down all page layouts that aren't these:
- Household Layout
- Individual Layout
- Foundation Layout
- Organization Layout
- TBQ Account Layout
1. Go to the Object Manager tab, then search and click Contact
2. Click on the Page Layouts tab in the left panel
3. Take note of all the custom Contact page layouts on your checklist
Not sure which page layouts are custom? Here's a list of packaged Account page layouts - write down all page layouts that aren't these:
- Patron Contact Layout
- Other Contact Layout
- TBQ Contact Layout
1. Go to the Object Manager tab - search "donation" in the search bar, and click on Donation
2. Click on the Page Layouts tab in the left panel
3. Take note of all the custom Donation page layouts on your checklist
Not sure which page layouts are custom? Here's a list of packaged Donation page layouts - write down all page layouts that aren't these:
- Donation Layout
- Grant Layout
- Grant Payment Layout
- Group Sale Layout
- Group Sale Payment Layout
- Major Gift Layout
- Matching Donation Layout
- Membership Layout
- PatronTicket Donation
- Pledge Layout
- Pledge Payment Layout
- Soft Credit Layout
Now that you're done taking notes on custom page layouts, let's run the Lightning Readiness Report.
You're done!
You can head back to the Lightning Transition Guide: Home article now.