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#IATS0 discussing

Hello, we are trying to deactivate the account of a user who has left our organization, and we are getting a "Error: This user is the default owner of records created by guest users and can’t be deactivated." message. Directions provided on the internet are fruitless because it leads us to site settings but we don't have any sites. I think it is referring to how this user is the default owner for NPSP/IATS records for donors and donations. But I cannot find where to change that owner so I can deactivate the account. Please help. Thank you! #NPSP #IATS #Record Owners

2 answers
  1. Jun 27, 2022, 1:19 PM

    Hi Tirthna,

     

    We have it configured under Setup > Sites then 'Edit' the iATS site.  You can change the default owner on that screen.

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Is anyone using iATS Aura/Brickwork with a custom built donation page (as opposed to one of the out of the box options provided by iATS)? I am interested to know how the process went and how things got set up.

@Fundraising

@Nonprofit Success Pack

@System Administrators

@App Advice and Consumer Reports

@Brickwork by iATS Payments

3 answers
  1. Feb 12, 2019, 5:58 PM
    My org has two forms set up using their Aura form builder on our website currently. One accepts donations, either one-time or monthly, the other takes payments for the services we provide during Cycle Oregon's Classic Ride. The hardest part of setting things up for me was the HTML of the donation receipt, a lot of trial and error to get it to look like one of our acknowledgment letters.
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My organization is looking for an applicant tracking system for our Fellowship program and I would love to figure out what our options are!  Some details on volume in case that's helpful - we get about 2,500 - 3,000 applications per year and have 800+ evaluators access our current ATS to rate applications.  Any thoughts or guidance would be much appreciated!

1 answer
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We previously had the Payment Method on the Payment object automatically populating via the iATS transaction Payment Method but this is now not working for July. I rely on the Payment Method living on the payment object for reconciliation reporting purposes and I am not keen to manually update this each month.

I do not see a way to build a roll up for this function, any thoughts?

I have spoken to iATS and they say they cannot resolve this.

3 answers
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I wanted online users to login to a public webpage and let them donate which in turn needs to update the amount for the contact in salesforce platform. Can you please provide suggestions?
6 answers
  1. Jun 25, 2014, 9:30 PM
    Thanks all for the super fast response. Do we need customer portal enabled for using any of the above mentioned solutions? As of now we dont have licenses for customer portal
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