Use this link to share with your colleagues:
Lightning Transition: Address Lightning Quirks: https://help.pm.leapevent.tech/a/1770705
Here, you'll tweak a couple of key features to use them in the new interface.
Specifically, you'll
- Unlock your CRM Snapshots and your Door List Reports (right now they may be unusuable)
- Rebuild the Mail Merge button you use on your Donation records to quickly print acknowledgment letters
- Make sure your Contacts and Accounts are playing nicely
- If you use PatronPortal, make the "Enable Customer User" action auto-fill in Lightning like it does in Classic
This should take about one hour to complete. Let's get started!
Unlock some key Reports
When you first get to Lightning, your CRM Snapshots and Door List Reports may automatically lock a filter. This locked filter will prevent these reports from running as they should, so they'll need to be unlocked.
For step-by-step instructions on how to unlock your CRM Snapshots and Door List Reports, check out this article!
Create a Mail Merge button in Lightning
Mail merges allow you to automatically generate acknowledgment letter for your donors. In Lightning, you'll need to create a one-click button to run the mail merge process for you.
We have step-by-step instructions to guide you as you create this button available for you here.
Make sure Contacts and Accounts play nice
When you create new Contacts, you can display and use custom fields. This allows you to quickly and efficiently fill out the information that's important to your organization when you create a new Contact!
For steps on how to get this set up, visit our article on displaying custom fields.
Set up the Enable Customer User action to auto-fill (if your organization uses PatronPortal)
If you use PatronPortal, you can create a Portal user from a Contact record, but you don't want to have to fill out all their contact information again. You can set that information to auto-fill from the Contact record by setting up the Enable Customer User action in Lightning.
To get this magical auto-filling set, check out our instructions here.
You're done!
You can head back to the Lightning Transition Guide: Home article now.