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The Konect solution requires the configuration of default donation pages for various functions, including processing PCI-compliant single donations. In order to set the default donation page, the following steps are required:

  1. Open the Konect Settings Page via the App Launcher

  2. Click on Web Donation Pages as shown below

  3. Select the Site (as described below in this article)

  4. Select the Default Page which will be used as the default donation page in all Konect operations

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Information on how to create donation page(s) can be found in https://verticconsulting.atlassian.net/wiki/pages/resumedraft.action?draftId=1777270962.

In order to configure donations form(s), user are required to set up a Salesforce Site, as per the below:

  1. Open the Setup Menu within Salesforce

  2. Type Sites into the Search and select Sites

  3. If a Site is already configured within the Konect settings, click Edit and amend the details as required (and shown below)

  4. If no Site is configured within the Konect settings, click New and capture the details as required (and shown below)

  5. Click Save

Image Removed InfoSalesforce Sites allow a donation page (or multiple pages) to be publicly shown.

Program Enrolments within the Maica solution are aimed at capturing an initial interest in a a set of service offerings without necessarily knowing what specific Support Items are required.

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A typical example of a Program Enrolment might be A Participant is interested in 40 hours of physiotherapy. Is this case, we know what type of service will be required but don’t know delivery hours, daytime, weekdays, etc so the selection of an actual NDIS Support Item is difficult.

Each Program Enrolment is based on a Program record which, in turn, captures multiple Services. A Service can be marked as Default which means it will automatically add a set of Support Items to the onboarding Opportunity.

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The Maica Program Enrolment setting allows for the automatic inclusion of a particular Program (and therefore its default Support Items). You can configure which Program is to be automatically enrolled for any given Opportunity record type by following the below steps:

  1. Navigate to Maica Settings

  2. Click on the Program Enrolment Tab

  3. Select the Program for the desired record type

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