The Plan for a given Participant is an important piece of the information chain and underpins most of the functions within the Maica solution. A plan can be access via a given Contact record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen a Plan to access the currently active Plan for the selected Participant
The Plan object captures a number of critical and useful data points, as described below.
Data Point | Description |
|---|---|
Start Date and End Date | The start and end date are significant data points within a Plan, as several business processes are typically built around these. Plan dates are automatically synchronised with Salesforce from the NDIS (alongside additional information). |
Aggregated Budget Information | At the highest level, the Plan holds budget information which summarised all available Plan Budgets as approved by the NDIS. |
Plan Budget Items | |
Plan Goals |
How would the Donor like to process the Credit Card payment?
Secure Payment Link
When the Secure Payment Link option is selected - Konect
Konect creates a Donation Opportunity with the Stage = Pledged prior to processing the payment with Stripe. In the event this payment is declined by Stripe, an Opportunity record with a Stage of Pledged will exist. Don’t forget to delete this if want to remove it from Salesforce.
Related Pages