Step1:Createabatchtemplate
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddBatchTransactions,clickBatchEntrySystem.TheBatchEntrypageopens.
3.
ClickNewBatchTemplate.ASetupatemplatepageopens.
4.
CompleteStep1:Setupatemplateasfollows:
a.
ForTemplatename,enteranameforthebatchtemplate.
b.
ForType,selectthetypeofbatchyouarecreating.
c.
Createdshowsthecurrentdateandtimeinformation.
d.
Authorshowsthenameoftheusercurrentlyloggedintotheaccount.
e.
ForDescription,enterabriefdescriptionforthebatch(forexample,RegistrationBatchTemplate).
f.
ClickNext.
5.
CompleteStep2:SelectthefieldsfortheBatchasfollows: 
a.
InAvailableFieldsList,selectthefieldsyouwanttoincludeinthebatchtemplateandthenclick
AddtocopythefieldtoFieldsforBatch.
Note:YoucanselectmorethanonefieldatatimebypressingtheCtrlkeyonthekeyboardasyou
selecteachfield.Includeallfieldsyouconsidertobeimportantandwhichwillbeincludedinthe
template.AllfieldsinFieldsforBatchthatareshownwithinparenthesesarerequired,andfields
withinbracketsarecustomfields.WhenyouselectDonationsorRegistration+Donations,youwill
havetoaddthenecessaryfieldsforthesetemplatetypesintheappropriatepagesthatappear.
Note:Ifthecustomfieldyouarelookingforisnotonthelistofavailablefieldsyoumustactivateit
ontheSphereEntryformwhichyouaccessviaWebsiteInfoinCustomizeForms.
b.
ClickNextwhendone.
6.
CompleteStep3:SetupDefaultsfortheFieldsasfollows:
a.
Foreachfieldyouwanttohaveadefaultvalue,entertheirvalue.
b.
ClickFinishwhendone.TheBatchEntrypageappears,andshowsthenewbatchinthelist.
7.
CreateaKeyEntrybatchasdescribedbelow. 
Step2:CreateaKeyEntrybatch
1.
IntheBatchEntrypage,highlightthetemplate’snameandthenselectBatchEntry.
2.
ClickNewKeyEntryBatch.
TheNew/UncommittedBatchEntrypageopens.Toavoidenteringduplicateinformationinthedatabase,
firstsearchthedatabaseforthecontactrecords.Ifyouareenteringtransactionsforexistingcontact
records,searchfortherecordssothatyoucanlinkthenewtransactiontotherecords.Youcanalsoenter
informationmanuallyinthebatch.
3.
ForNameofBatch,enteranameforthebatchorleavethedefaultname.
4.
ClicktheSearchiconforeachbatchentryrowtolocatethecontactrecordinthedatabasethatyouwill
addtothebatch,orentertheinformationdirectlyintherow.Forexample,youmayhaveanexisting
contactrecordforwhichyouareenteringgiftdata,oracontactrecordforwhichyouareentering
registrationinformation;oryoumaybecreatinganewcontactrecord.
5.
ClickSave&Validatetoverifythatyouhaveenteredthenecessaryinformationineachrowforthetype
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ofbatchyouarecreating.
6.
ClickCommitwhenyouarereadytocreatethebatch.Itisduringthecommitprocessthatthedatawillbe
writtentothedatabase.
7.
Inthepopupwindow,confirmthatyouwanttowritethedatatoSphere.
TheProcessBatchRecordspageopenstonotifyyouthatthebatchisscheduledforprocessing.
Dependingontheamountofinformationandnetworkstatus,thisprocessmaytakeawhiletocomplete.
8.
ClickBacktoManageBatch.
TheManageBatch:EventBookkeepingBatchTemplatepageopens,andshowsthestatusofthebatchin
thelist.Whilethebatchiswaitingtobeprocessed,thestatuswillbeWaitingtobeprocessed.Whenitis
processed,thestatuswillbeProcessed.
9.
Ifnecessary,clickUpdateBatchStatustoupdatetheStatuscolumn.Alternatively,youcanrefreshthe
browserwindow.
Step3:Viewbatchstatus
1.
Afterthebatchcompletes,highlightthebatch’snameandselectStatistics.
2.
Verifythatthetotalnumberofrecordsenteredinthebatchwaswrittentothedatabasewithouterrors.
3.
ClickSendEmailConfirmationifyouwanttosendE-mailconfirmationtothecontactsthatareincludedin
thebatch,iftheirE-mailaddresseswereincludedinthebatch.
4.
ClickBookkeepingintheBreadcrumb.
5.
ClickManageInitiativeRecordsunderEditTransactions.
6.
ForShowMe,clicktheappropriateoptiontoverifythattherecordsweresuccessfullyenteredintothe
database.
EntertransactionsasabatchusingCSVImportBatchineventBookkeeping
Usethisproceduretoenterregistrations,gifts,orsponsorshipinformationforeventparticipantsintothe
databaseusingCSVImportBatchviaBookkeeping.
Prerequisites
TheThoneventsiteiscreated
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
Step1:Createabatchtemplate
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddBatchTransactions,clickBatchEntrySystem.TheBatchEntrypageopens.
3.
ClickNewBatchTemplate.ASetupatemplatepageopens.
4.
CompleteStep1:Setupatemplateasfollows:
a.
ForTemplatename,enteranameforthebatchtemplate.
b.
ForType,selectthetypeofbatchyouarecreating.
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c.
Createdshowsthecurrentdateandtimeinformation.
d.
Authorshowsthenameoftheusercurrentlyloggedintotheaccount.
e.
ForDescription,enterabriefdescriptionforthebatch(forexample,RegistrationBatchTemplate).
f.
ClickNext.
5.
CompleteStep2:SelectthefieldsfortheBatchasfollows:
a. InAvailableFieldsList,selectthefieldsyouwanttoincludeinthebatchtemplateandthenclick
AddtocopythefieldtoFieldsforBatch.
Note:YoucanselectmorethanonefieldatatimebypressingtheCtrlkeyonthekeyboardasyou
selecteachfield.Includeallfieldsyouconsidertobeimportantandwhichwillbeincludedinthe
template.AllfieldsinFieldsforBatchthatareshownwithinparenthesesarerequired,andfields
withinbracketsarecustomfields.WhenyouselectDonationsorRegistration+Donations,you
willhavetoaddthenecessaryfieldsforthesetemplatetypesintheappropriatepagesthat
appear.
Note:Donotincludetheonline_credit_cardsfieldinFieldsforBatch.Ifyouincludethisfield,you
willnotbeabletocreateanewCSVimportbatch.
Note:Ifthecustomfieldyouarelookingforisnotonthelistofavailablefieldsyoumustactivateit
ontheSphereEntryformwhichyouaccessviaWebsiteInfoinCustomizeForms.
b.
Ifyouwanttorearrangetheorderthefieldswillbedisplayed,selectthefieldintheFieldsforBatch
andthenclickTop,Up,Down,orBottom.
c.
ClickNext.
6.
CompleteStep3:SetupDefaultsfortheFieldsasfollows:
a.
Foreachfieldyouwanttohaveadefaultvalue,entertheirvalue.
b.
ClickFinishwhendone.TheBatchEntrypageappears,andshowsthenewbatchinthelist.
7.
CreateaCSVImportbatchasdescribedbelow.
Step2:CreateaCSVImportbatch
1.
IntheBatchEntrypage,highlightthetemplate’snameandthenselectBatchEntry.
2.
ClickNew.CSVImportBatch.
TheImportCSVpageopens.Thelistboxshowsallofthefieldsyouselectedwhenyoucreatedthebatch
template.
3.
Selectthecheckbox.
Mostlikely,the.csvfilecontainsaheaderrowwithfieldtitles.Checkingthisboxwillenabletheimporttool
toignorethefirstrowofinformationinthefile.
4.
BrowsefortheCSVfileyoucreated.
5.
ForOptionsforMappingfields,makeyourselectionasfollows:
l
SelectNoifyouwantSpheretoautomaticallymapthefieldsinyourbatchfilewithcorresponding
fieldsinSphere.
l
SelectYesifyouwanttomanuallymapthefields.
6.
ClickSubmit.
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C# Create PDF from Tiff Library to convert tif images to PDF in C#
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7.
IfyouselectedNoinstep5above,gotostep8below.
IfyouselectedYes,theMapthefieldspageopenswithinwhichyoucanmapeachfield.Completethe
pageasfollows:
a.
ForeachfieldinyourCSVfile,selectthecorrespondingfieldinSphere.Forexample,ifyouhavea
fieldnamedPaymentDatemapthisfieldtoSphere’sPaymentDatefieldbyselectingitfromthe
drop-downlistbox.DothisforallfieldsinyourCSVfilethatyouwanttomaptofieldsinSphere.
b.
ForOptionsforregistration_type,makeyourselectionasfollows:
l
ChoosetheCheckifyouwanttomaptoregistration_typeoptionifyouhavea
RegistrationTypefieldinyourCSVfile,andthenselectRegistrationTypefromthedrop-
downlistbox.
l
ChoosetheCheckifyouwanttosetdefaultvalueoptionifyouhavetheRegistrationType
fieldinyourCSVfile,butthefielddoesnotcontainanydata.Inthedrop-downlistbox,select
thevaluethatwillbethedefault.FortheSizefield,selectanydefaultvaluesifthisfieldis
includedinyourCSVfile.
8.
ClickImportNow
TheNew/UncommittedBatchEntrypageopens.Toavoidenteringduplicateinformationinthedatabase,
firstsearchthedatabaseforthecontactrecords.Ifyouareenteringtransactionsforexistingcontact
records,searchfortherecordssothatyoucanlinkthenewtransactiontotherecords.Youcanalsoenter
informationmanuallyinthebatch.
9.
ClicktheSearchiconforeachbatchentryrowtolocatethecontactrecordinthedatabasethatyouwill
addtothebatch,orentertheinformationdirectlyintherow.Forexample,youmayhaveanexisting
contactrecordforwhichyouareenteringgiftdata,oracontactrecordforwhichyouareentering
registrationinformation;oryoumaybecreatinganewcontactrecord.
10.
ClickSave&Validatetoverifythatyouhaveenteredthenecessaryinformationineachrowforthetype
ofbatchyouarecreating.
11.
ClickCommitwhenyouarereadytocreatethebatch.Itisduringthecommitprocessthatthedatawillbe
writtentothedatabase.
12.
Inthepopupwindow,confirmthatyouwanttowritethedatatoSphere.
TheProcessBatchRecordspageopenstonotifyyouthatthebatchisscheduledforprocessing.
Dependingontheamountofinformationandnetworkstatus,thisprocessmaytakeawhiletocomplete.
13.
ClickBacktoManageBatch.
TheManageBatch:EventBookkeepingBatchTemplatepageopens,andshowsthestatusofthebatchin
thelist.Whilethebatchiswaitingtobeprocessed,thestatuswillbeWaitingtobeprocessed.Whenitis
processed,thestatuswillbeProcessed.
14.
Ifnecessary,clickUpdateBatchStatustoupdatetheStatuscolumn.Alternatively,youcanrefreshthe
browserwindow.
Step3:Viewbatchstatus
1.
Afterthebatchcompletes,highlightthebatch’snameandselectStatistics.
2.
Verifythatthetotalnumberofrecordsenteredinthebatchwaswrittentothedatabasewithouterrors.
3.
ClickSendEmailConfirmationifyouwanttosendE-mailconfirmationtothecontactsthatareincludedin
thebatch,iftheirE-mailaddresseswereincludedinthebatch.
4.
ClickBookkeepingintheBreadcrumb.
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5.
ClickManageInitiativeRecordsunderEditTransactions.
6.
ForShowMe,clicktheappropriateoptiontoverifythattherecordsweresuccessfullyenteredintothe
database.
ApplyautomaticchargesusingeventBookkeeping
Usethisproceduretoenablethesystemtoautomaticallycharge(Auto-Charge)eventparticipants’creditcards,if
theparticipantsdonotmeetrequiredminimumfundraisinggoals.WhenAuto-Chargeisenabled,youhavethe
optiontoreviewthestatusoffailedpayments.
Prerequisites
l
TheThoneventsiteiscreated
l
Registrationtypesmustbecreated
l
ThecheckboxforCollectcreditcardinformationforofflineregistrationsmustbeenabledforthe
registrationtypes
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
Step1:Createaqueryforparticipantswhosecreditcardswillbeautomaticallycharged
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddBatchTransactions,clickBatchAuto-ChargeTool.TheBatchAuto-ChargeToolpageopens.
3.
ClickNew.
4.
IntheNewAuto-ChargeBatchpage,performthefollowingsteps:
a.
UnderAuto-ChargeConfiguration,selectthecheckboxfortheregistrationtypetobeincludedin
theAuto-Chargelist.Selectasmanycheckboxesasnecessary.
b.
UnderCriteriaforCalculation,selecttheappropriatecheckboxtodeterminethecriteriathatwillbe
usedtocalculatewhichparticipants’creditcardswillbeautomaticallycharged.Selectasmany
checkboxesasnecessary.
TheTotalConfirmedRaisedcheckboxisautomaticallyselected,andyoucannotchangethis
setting.TheCalculationfieldshowstheformulathatwillbeusedtodeterminewhowillbe
automaticallycharged.
5.
ClickRunQuery.
TheQualifyingParticipantspageopenstoshowallparticipantsthatmeettheAuto-Chargecriteria.Ifthe
listisempty,itisbecausenoparticipantsinyourdatabasematchedyourspecifiedcriteria.Youmayneed
tonarrowyourquery.
Note:TheAuto-ChargecolumndisplaysYESforallparticipantswhosecreditcardswillbeautomatically
charged.YoucandisableAuto-Chargeforoneormoreparticipantsbyselectingtheparticipants’check
boxandclickingDoNotAuto-Charge.Afteryouconfirmnottoauto-chargeparticipants,theirstatusin
theAuto-ChargecolumnchangestoNO.
6.
ApplytheAuto-Chargeasdescribedintheproceduresbelow.
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C# WPF Viewer: Load, View, Convert, Annotate and Edit Tiff
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Step2:Applyautomaticcharges
Note:AllparticipantswithaYESstatusintheAuto-Chargecolumnwillbeautomaticallycharged.
1.
ClickAuto-ChargeParticipants.
2.
Inthepopupwindow,confirmthatyouwanttoapplytheAuto-Charge.
ApageopenstoshowthatanAuto-Chargebatchisscheduledtobeprocessed.Whilethebatchiswaiting
tocomplete,thestatuswillbeScheduled.Whenitisprocessed,thestatuswillchangetoComplete.
ReviewfailedAuto-ChargepaymentsusingeventBookkeeping
Usethisproceduretoreviewthestatusofautochargepayments.
Prerequisites
l
TheThoneventsiteisalreadycreated
l
Automaticchargeshavebeenapplied
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,select
Communities>SpecialEvents>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddBatchTransactions,clickReviewFailedAuto-ChargePayments.TheReviewFailed
AutochargePaymentspageopens,andthelistshowsallAuto-Chargepaymentsthatfailedtoprocess.
3.
ClickDetailforaparticipant.Awindowopensthatshowsmoreinformationregardingthetransaction.An
Auto-Chargemayfailforanumberofreasonsincludingthecreditcardmayhaveexpiredorwasclosed,or
thedonormayhaveoverextendedtheircreditlimit.Resolvetheseissuesandthenre-initiatetheAuto-
Charge.
EnterasingledonationforaneventparticipantusingeventBookkeeping
UsethisproceduretoenteragiftforaneworexistingdonorusingeventBookkeeping.
Prerequisites
TheThoneventsiteiscreated
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
Enteragiftforanewdonor
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickGiftEntry.TheSingleDonationEntrypageopens.
3.
UnderSearchForDonor,clickNew.
4.
UnderSearchforParticipant,TeamorGroup,searchfortheparticipant,teamorcompanytowhomthe
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giftwillbecreditedfortheevent.
5.
Clicktheoptionfortheindividual.Ifthegiftisageneraldonationtotheevent,thenclickNoneinsteadof
searchingforaparticipant,team,orcompany.Thedonationformopens.
6.
Completethedonationformasfollows:
a.
ClickIndividualdonororOrganizationdonor.
b.
Clicktheappropriateoptiontoindicatewhetheryouareenteringaone-timecontributionor
recurringdonation.
c.
Completeallrequiredfieldsontheform.
d.
ClickSubmit.ADedicationpageappears.Completeitasfollows:
i.
ForRecognitionFrom,selecttheappropriateoptiontoindicatehowthedonorwouldliketo
berecognizedforthecontribution.IfyouselectOther,youmustprovidetheinformation.
ii.
ForRecognitionType,selecttheappropriateoptiontoindicatethetypeofrecognition.
iii.
ForRecognitionTo,enterthenameoftheindividualbeingrecognized.
iv.
Selectthecheckboxifthedonorwouldliketheirdonationamounttobedisplayedinthe
HonorRollscrollontheeventsite.
v.
ClickPreviewtopreviewtheHonorRollscroll.
vi.
ClickSubmitwhenyouaresatisfiedwithyourselections.
Aconfirmationpageopenstoindicatethatthegiftwasenteredinthedatabase.Thedonor
willreceiveanotificationE-mail(ifavalidE-mailaddresswasenteredintheEmailfield).
7.
ClickBookkeepingintheBreadcrumb.
8.
ClickManageInitiativeRecordsunderEditTransactions.
9.
ForShowMe,clickDonors.
10.
SearchforthedonororclickShowAlltodisplayalldonorsoftheThonevent.
11.
Verifythatthedonor’snameisincludedinthelist.
Enteragiftforanexistingdonororparticipant
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickGiftEntry.TheSingleDonationEntrypageopens.
3.
UnderSearchforDonor,searchfortheexistingdonor.
4.
Clicktheoptionforthedonor.
5.
UnderSearchforParticipant,TeamorGroup,searchfortheparticipant,teamorcompanytowhomthe
giftwillbecreditedfortheevent.
6.
Clicktheoptionfortheindividual.Ifthegiftisageneraldonationtotheevent,thenclickNoneinsteadof
searchingforaparticipant,team,orcompany.Thedonationformappears.
7.
CompletetheformasdescribedinEnteragiftforanewdonorabove,startingwithstep6a.
RegisteraparticipantusingeventBookkeeping
UsethisproceduretoregisteraparticipantforaneventusingBookkeeping.
Prerequisites
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153
l
TheThoneventsiteiscreated
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,select
Communities>SpecialEvents>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickRegistrationEntry.TheSingleRegistrationEntrypageopens.
3.
UnderSearchforRegistrant,searchthedatabasetoseeiftheindividualisalreadyacontacttoavoid
creatingaduplicatecontact.Iftheindividualisnotinthedatabase,clickNew.
4.
Iftheappropriaterecordislistedinthesearchresults,clicktheoptionfortheregistrant.
5.
Maketheappropriateselectionforthetypeofregistrationyouwant.
6.
Completeallrequiredfields.
7.
Completetheregistrationform.
8.
ClickSubmit.ADedicationpageappearsonlyifanAmountwasenteredundertheDonationheading
duringtheregistrationprocess.Thepagewillbecompletedasdescribedinthestepsbelow.Ifadonation
amountwasnotentered,thispagewillnotappearandyoucancompleteitasfollows:
a.
ForRecognitionFrom,selecttheappropriateoptiontoindicatehowtheparticipantwouldliketo
berecognizedfortheirownpersonalcontribution.IfyouselectOther,youmustprovidethe
necessaryinformation.
b.
ForRecognitionType,selecttheappropriateoptiontoindicatethetypeofrecognition.
c.
ForRecognitionTo,enterthenameoftheindividualbeingrecognized.
d.
SelectthecheckboxiftheregistrantwouldliketheirdonationamounttobedisplayedintheHonor
Rollscrollontheeventsite.
e.
ClickPreviewtoseehowtheinformationwillappearintheHonorRollscroll.
f.
ClickSubmitwhenyouaresatisfiedwithyourselections.Aconfirmationpageopenstoindicate
thattheregistrationwassuccessfullyentered.TheregistrantwillreceiveanotificationE-mail(ifa
validE-mailaddresswasenteredintheEmailfield).
9.
ClickBookkeepingintheBreadcrumb.
10.
ClickManageInitiativeRecordsunderEditTransactions.
11.
ForShowMe,clickParticipants.
12.
SearchfortheparticipantorclickShowAlltodisplayallparticipantsoftheThonevent.
13.
Verifythattheregistrant’snameisincludedinthelist.
EnterasponsorusingeventBookkeeping
UsethisproceduretoenteraneventsponsorusingBookkeeping.
Prerequisites
l
TheThoneventsiteiscreated
154
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Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickSingleSponsorshipEntry.TheSingleSponsorshipEntrypageopens.
3.
UnderSearchforSponsor,searchthedatabasetoseeifthesponsor(forexample,company)isalreadya
contacttoavoidcreatingaduplicatecontact.Ifthesponsorisnotinthedatabase,clickNew.
4.
Iftheappropriaterecordislistedinthesearchresults,clicktheoptionforthesponsorship.
Thesponsorformopens.Completeitasfollows:
a.
ClickIndividualSponsororOrganizationSponsor.
b.
Completeallrequiredfieldsontheformincludingthefollowinginformationlistedunder
SponsorshipLevelInformation.
l
SponsorshipLevel
l
SponsorLogo
l
SponsorWebsiteAddress
l
Amount
c.
ClickSubmit.
Aconfirmationpageappearstoindicatethatthesponsorwasenteredinthedatabase.Thesponsor
willreceiveanotificationE-mail(ifavalidE-mailaddresswasenteredintheEmailfield).
5.
Ifyouwanttoaddanothersponsor,clickEnterAnotherSponsor.Otherwise,clickGoToMain
BookkeepingtoreturntotheBookkeepingpage.
6.
ClickManageInitiativeRecordsunderEditTransactions.
7.
ForShowMe,clickSponsors.
8.
Searchforthesponsor,orclickShowAlltodisplayallsponsorsoftheThonevent.
9.
Verifythatthesponsor’snameisincludedinthelist.
EnterapurchaseusingeventBookkeeping
UsethisproceduretoenterapurchaseforaneventparticipantusingeventBookkeeping.
Prerequisites
l
TheThoneventsiteiscreated
l
Theelectronicstoremustalreadybesetup
Starting
point:
YouareloggedintoSphere.
TheSpecialEvents:KinteraThonEventspageisdisplayed.Ifnot,selectCommunities>
SpecialEvents>FriendsAskingFriends>KinteraThon.
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1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickSingleEcommerceEntry.TheEcommerceEntrypageopens.
3.
UnderSearchforBuyer,clickNew.
4.
Iftheappropriaterecordislistedinthesearchresults,clicktheoptionforthebuyer.
5.
Selecttheproductcategory.
6.
Selecttheproduct.
7.
ClickAddtoCarttoaddtheproducttotheshoppingcart.
8.
CompletetheShoppingCartpage.
9.
ClickProceedtoCheckoutwhendone.
10.
Completerequiredfields,andanyotherfieldsyouwant,intheBillingform.
11.
ClickSubmit.
12.
Completerequiredfields,andanyotherfieldsintheShippingInformationform.
13.
ClickSubmit.
14.
VerifythattheinformationintheBillingInformationpageisaccurate.
15.
ClickSubmit.Aconfirmationpageappearstoindicatethatthepurchasewasenteredinthedatabase.The
buyerwillreceiveanotificationE-mail.
16.
Ifyouwanttomakeanotherpurchase,clickMakeAnotherEcommerceEntry.Otherwise,click
BookkeepingintheBreadcrumb.
17.
ClickManageInitiativeRecordsunderEditTransactions.
18.
ForShowMe,clickEcommerce.
19.
Searchforthebuyer,orclickShowAlltodisplayallbuyersoftheThonevent.
20.
Verifythatthebuyer’snameisincludedinthelist.
Enterapurchaseforanexistingbuyer
1.
Highlighttheevent’snameandthenselectBookkeeping.TheBookkeepingpageopens.
2.
UnderAddSingleTransactions,clickSingleEcommerceEntry.TheEcommerceEntrypageopens.
3.
UnderSearchforBuyer,searchthedatabasetoseeifthebuyerisalreadyacontacttoavoidcreatinga
duplicatecontact.
4.
Iftheappropriaterecordislistedinthesearchresults,clicktheoptionforthebuyer.
5.
CompletethepurchaseasdescribedinEnterapurchaseforanewbuyerabove,startingwithstep5.
Note:Whenyoureachstep10,allfieldsintheformthatwerepreviouslycompletedforthebuyerwill
automaticallybepopulatedwithexistinginformation.
EnteraparticipantinanOpportunityDrawingusingeventBookkeeping
UsethisproceduretoenteraneventparticipantinanOpportunityDrawingusingBookkeeping.
Prerequisites
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