Apsona for Salesforce

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!

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? 

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?

We had a View-Only user report that they are no longer seeing the 'Direct Link' option after running a report. I logged in as them, cleared caches, and I still wasn't seeing the 'Direct Link' visible where it used to be. However, I able able to see it as an admin/Standard user, just not as the View-Only user.  

Has that feature been moved or removed from Apsona? View-Only users used to have it as an option. 

Hi All,  

We are running an audit of all of our Apsona reports, merge actions, etc. I'd like to create a report that will show me the Last Run Date so that we can determine if this is a report worth keeping or deleting from the system. Is this possible for Apsona single and multi-step reports?  

Any help would be much appreciated!  

We are setting up a document merge to create stewardship letters. We want the merge action to include creating an activity and logging it to the account. We easily have this set up, but can we:

1. populate custom fields on the activity? We have a custom field on activity for "Stage" and we'd like all in this action to populate with "Stewardship"
2. log the text of the Word document to the "comments" field on the activity? Or, add the word document as a file on the activity?

I've got a google document template set up, but when I select the output option of single file with page breaks, I get a blank page between each letter.  It's not an extra page break on the template, and my content fits well within a page when populated, so I'm thinking it could be some kind of issue with my browser?  (I'm using Chrome).  Any suggestions on how to resolve?