All the details for the finance category.
Adds a new benevolence request to the system.
Added the Benevolence Type required setting.v13.6
Adds a document to the provided benevolence request.
If no document is provided the action will continue on its way. This
allows you to use the action without a bunch of action filters if the
document is optional.
Sets the provided benevolence request attribute to the value provided.
The 'Use Blank Value' will determine what to do with the value you
provide when it's blank. The default is to use it which will have the
effect of blanking out any existing value.
Adds a benevolence result
Creates (or updates) a business from the given data.
If the first 12 characters of the given business name and any one of the following match, it will match that business: Phone, Email, Street Line 1
If a record is matched it will be updated with the information provided from the workflow action.
The created/matched business will be put into the optional Business field attribute.
Creates and uploads a contribution statement for a given person.
The statements will automatically be uploaded to the selected person
record in the same way that the Statement Generator handles the files.
The PDF will also be saved into the optional 'Document' attribute. This is handy if you want to use it in a subsequent workflow action.
The Document Person Key you provide will be what is shown to indivduals to describe what period the statement is for. In most cases this should be the year.
Sets an attribute with the default or first saved account for the given person and gateway.
Processes a payment from a saved account.