Apsona for Salesforce

Hello, 

When I first logged in this morning, I did not encounter any issues downloading our batch receipt Word files from Apsona.  However, after installing an update on my laptop (2026-07 Update (KB5121767) (26200.8894)), blank pages are appearing between each receipt within the downloaded Word files.  A colleague of mine is also encountering the same issue after installing the update on her laptop. 

I also notice that when I click into the blank page near the header, the blank page disappears, but it sometimes comes back depending on where you click (very finicky). 

Is this a bug/glitch between Apsona and the recent Windows update, similar to what was discussed several months ago?  Is anyone else experiencing the same issue?  Thanks in advance for any help!

Hi colleagues,   I am building a Mail Merge solution that creates a "Donor Profile" one page PDF.  So far, I'm pulling in data from recent opportunities, open opportunities, tasks/activities, contacts/affiliations, and fields from the Account (org/household).  I'm wondering, what's most important to you and your teammates to surface in a document like this? LMK!

#Nonprofit

Will GAU allocations appear in Batch Export where payment is matched to an open opportunity in Salesforce? Our fundraisers are now entering opportunities for their pipeline management. Our donor services team is receiving the payments for those opportunities and entering them through Apsona Batch. We have also recently begun using GAU Allocations. During our testing today, we discovered that if a fundraiser has already put a Campaign with Allocations on their opportunity, those allocations are not showing in our batch export. What is the issue and what is the solution?

We do not have multi-step reporting. I need a report that I can build in SF that will replace the Apsona Batch report. I need to have one row per batch entry with corresponding gau allocation. In the case of multiple allocations on the same opportunity I need the details in the report, not a concatenated field. I also need the batch details that are already included in the batch report. Is this possible? 

There's been some buzz around the new security changes for Salesforce reports and dashboards. Will Apsona be adopting any of those requirements? I'm trying to prepare my team and our userbase if there will be a requirement to use MFA to access their Apsona reports just like with Salesforce reports.  

See this Free Like a Puppy article

Not specifically Apsona related but figured I'd start here. I send our donors thank you emails via Apsona with the send email through Gmail connection. I recently had to change my Gmail password and this process no longer works. I keep digging around but cannot find a way to reconnect/re-authenticate this process. The error I get when attempting to send email in Apsona is : Email External Transport Token Error. I'm quite sure this has to do with the password change but am not sure how to fix it. Any help would be greatly appreciated!

Does someone with the generic Apsona for Salesforce license have access to a mail merge setup as a button? Is there permissions guide available? 

I am looking to create a lapse donor report for our development team. I am close, but the cross filters aren't applying as well as I thought. I am getting the same person multiple times, and definitely have donors who aren't "lapsed" appearing in the report. Any ideas?

Hello-- I have multiple report processes that when merged.. create a letter (and sometimes a report after) Lately, my templates are producing a document with no page break between each letter... when i try to add a page break to the template of course.. it adds an extra page to the template. 

Is there somethign I"m missing to ensure the  output does in deed have the page breaks in it between letters?