Difference between revisions of "ProDon:Table of Contents"
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− | {{ | + | {{Header_TOC}} |
− | + | This is the table of contents of ProDon help documentation. | |
− | {| width="100%" class=" | + | To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br> |
+ | |||
+ | == General == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | + | | width="400" | [[ProDon:Lexicon|Lexicon]] | |
− | + | | Summary list of the main terms of the software. | |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[Common functions:Web Update|Web Update]] |
− | = | + | | Procedure to update your application. |
+ | |- | ||
+ | | width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]] | ||
+ | | Procedure to perform a data backup. | ||
+ | |- | ||
+ | | width="400" | [[Common functions:Restoring Data|Restoring Data]] | ||
+ | | Procedure to perform a data restore. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | == Updates in Prodon 5 == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]] |
− | | | + | | Impact that '''''Prodon 5''''' will have on client files. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Migration assistant|Migration assistant]] |
− | | Procedure | + | | Procedure for migration assistant. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]] |
− | | Procedure to | + | | Procedure to help filling in questionnaire. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]] |
− | | Procedure to | + | | Procedure to assignment of the information. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]] |
− | + | | '''''Prodon 5''''' presentation. | |
+ | |} | ||
+ | == General Configuration == | ||
+ | |||
+ | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Preferences|Preferences]] |
− | | | + | | Explanations on the user and the system preferences of '''''Prodon'''''. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Default Values|Default Values]] |
− | | | + | | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon:Region | + | | width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] |
+ | | Procedure to use dynamic drop-down lists. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Period Management|Period Management]] | ||
+ | | Procedure to create, manage and use periods. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Region Management|Region Management]] | ||
| Procedure to create, manage and use regions. | | Procedure to create, manage and use regions. | ||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon:Summary | + | | width="400" | [[ProDon:Summary Management|Summary Management]] |
− | | Coming soon | + | | Procedure to create summaries that are used in master documents and custom reports. |
− | | <br> | + | |} |
− | | <br> | + | |
− | | <br> | + | == Transaction structure configuration == |
− | | <br> | + | |
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Campaign Management|Campaign Management]] | ||
+ | | Explanations on how to create and manage campaigns. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Origin Code Management|Origin Code Management]] | ||
+ | | Procedure to create origin codes. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]] | ||
+ | | Procedure to create General Ledger accounts. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]] | ||
+ | | Explanations for creating and managing donation occasions. Revenues and expenditures. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]] | ||
+ | | Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Participant Management|Participant Management]] | ||
+ | | Procedure to configure and use the notion of participant. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Item Management|Item Management]] | ||
+ | | Coming soon | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Payment Method Management|Payment Method Management]] | ||
+ | | Procedure to create payment methods. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Receipts configuration == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] | ||
+ | | Explanations on the settings relating to receipts. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] | ||
+ | | Procedure to configure a standard type receipt. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] | ||
+ | | Procedure to configure a '''''Word''''' type receipt. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] | ||
+ | | Procedure to configure a thank-you letter integrated to a receipt. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] | ||
+ | | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Customization of the database == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]] | ||
+ | | Comparison and use of the 3 customization methods. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Categorie_Management|Categorie_Management]] | ||
+ | | Procedure to create and use categorie. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Characteristic Management|Characteristic Management]] | ||
+ | | Procedure to create, manage and use characteristics. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]] | ||
+ | | Procedure to create and use customized fileds. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Transaction processing and Deposit loop == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Transaction_Processing|Transaction Processing]] | ||
+ | | Simplified transaction processing | ||
+ | |- | ||
+ | | width="400" | Transactions management | ||
+ | | Comming soon | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Transaction Logging|Transaction Logging]] | ||
+ | | Procedure that explains how to enter different types of transactions. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]] | ||
+ | | Coming soon | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] | ||
+ | | Procedure explaining the entry of expenditure transactions. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]] | ||
+ | | Procedure to credit a transaction. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]] | ||
+ | | Procedure to enter the number of hours worked (e.g. volunteer work). | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]] | ||
+ | | Procedure that explains how to validate and transfer a transaction batch. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]] | ||
+ | | Procedure for the issuance of receipts following transactions entry. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] | ||
+ | | Procedure for the issuance of documents following the entry of transactions. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | ||
+ | | Procedure to cancel a transaction and to understand the impact on the reports. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] | ||
+ | | Procedure to cancel, reissue or reprint receipts. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] | ||
+ | | Procedure to view the list of issued and/or cancelled receipts. | ||
+ | |||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Clients == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon Procedure to add a client|Procedure to add a client]] | ||
+ | | Procedure to add a client | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Client Management|Client Management]] | ||
+ | | Explanations on the elements present in the client management and in the client file. | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" |[[ProDon:Client File|Client file]] |
− | | | + | | Document describing the tabs of the customer record. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]] |
− | | | + | | Document describing the client file tabs. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Relations|Relations]] |
− | | | + | | Procedure explaining the relation concept and the relation management. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] |
− | + | | Procedure to search and eliminate duplicates. | |
+ | |- | ||
+ | | width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]] | ||
+ | | Procedure to eliminate a known duplicate. | ||
+ | |} | ||
+ | <br> | ||
+ | |||
+ | == Couple management == | ||
+ | |||
+ | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]] |
− | | | + | | Procedure for issuing couple receipts. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Mailing to a couple |
− | | Coming soon | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting |
− | | Coming soon | + | |Coming soon |
− | | | + | |} |
− | + | ||
− | + | == Multi-management / Information extraction == | |
− | | | + | |
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | | + | | width="400" | [[Common functions:View Management|View Management]] |
− | | | + | | Procedure to configure views in the different managements. |
− | |||
− | |||
− | | | ||
− | | | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] |
− | | | + | | Explanations on the use of these fields. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | " | + | | width="400" | [[Common functions:Search Bar|Search Bar]] |
− | + | | Explanations on the search bar. | |
− | |||
− | | | ||
− | | | ||
− | | | ||
|- | |- | ||
− | | | + | | width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]] |
− | + | | Explanations on the "Filter Data" tool. | |
− | |||
− | | | ||
− | | | ||
− | | | ||
|- | |- | ||
− | | | + | | width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] |
− | | | + | | Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document. |
− | |||
− | |||
− | | | ||
− | | | ||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Customized Lists|Customized Lists]] |
− | + | | Explanations on how to create and use customized lists. | |
− | |||
− | | | ||
− | | | ||
− | | | ||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Custom Reports|Custom Reports]] |
− | === | + | | Procedure to configure and use custom reports. |
+ | |- | ||
+ | | width="400" | [[ProDon:Analysis Summary|Analysis Summary]] | ||
+ | | Explanations concerning the use of summaries in the histories | ||
+ | |- | ||
+ | |[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid] | ||
+ | |Explanations concerning the use of analysis grid in the histories. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] | ||
+ | | Procedure to manage tasks and history, as well as reminders. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Mass mailing and master documents == | ||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Master Document Management|Master Document Management]] | ||
+ | | Procedure to create master documents integrated to '''''ProDon'''''. | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]] |
− | | | + | | Procedure to create a new master document based on a '''''ProDon''''' master document. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]] |
− | | | + | | Procedure to integrate an existing '''''Word''''' document as master document in the database. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Mass Mailing|Mass Mailing]] |
− | | Procedure | + | | Procedure for the use of the mass mailing functions. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Mailing History|Mailing History]] |
− | | | + | | Procedure for the configuration, the creation and the use of mailings. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] |
− | === | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003. |
+ | |- | ||
+ | | width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] | ||
+ | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] | ||
+ | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Available modules == | ||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]] |
− | + | | Configuration and use of importation modules to import data from '''''CSV''''' files. | |
− | |||
− | |||
− | |||
− | | | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]] |
− | | | + | | Procedure for the configuration and the entry of beneficiary type transaction. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Invoicing Module|Invoicing Module]] |
− | | Coming soon | + | | Coming soon |
− | | <br> | + | |- |
− | | | + | | width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]] |
− | | <br> | + | | Coming soon |
− | | | + | |} |
+ | |||
+ | <br> | ||
+ | |||
+ | == Multiuser module == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:User Management|Creating a new user]] | ||
+ | | Coming soon | ||
+ | |- | ||
+ | | width="400" | [[ProDon:User Management|Creating a new user group]] | ||
+ | | Coming soon | ||
+ | |- | ||
+ | | width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]] | ||
+ | | Procedure explaining the visibility and accessibility options. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]] | ||
+ | | Procedure explaining how to copy user preferences to another user. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Change_user_password|Change a user password]] | ||
+ | | Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Imports module == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Importation Modules|Client import and update module]] |
− | | | + | | Configuration and use of importation modules to import clients from '''''CSV''''' files. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Address import |
− | | | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Means of communication import |
− | + | | Coming soon | |
− | |||
− | |||
− | |||
− | | | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Importation Modules|Transaction import]] |
− | | | + | | Configuration and use of importation modules to import transactions from '''''CSV''''' files. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Receipts import |
− | | Coming soon | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Importation Modules|Commitment import]] |
− | | | + | | Configuration and use of importation modules to import commitments from '''''CSV''''' files. |
− | | | ||
− | | | ||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Tasks import |
− | == | + | | Coming soon |
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == Commitments module == | ||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Prospecting_Module|Prospecting]] | ||
+ | | Procedure to enter the information of your prospects | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]] |
− | | | + | | Procedure to manage commitments and explanation of each type of commitments. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | Procedure to generate commitment transactions |
− | | | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]] |
− | | | + | | Procedure to guide you with entering commitment by objective. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]] |
− | | | + | | Procedure to guide you with entering automatic commitments. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]] |
− | | | + | | Procedure to guide you with automatic type Commitment transactions |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]] |
− | + | | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. | |
+ | |- | ||
+ | | width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]] | ||
+ | | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. | ||
+ | |- | ||
+ | | width="400" | Commitment by objective | ||
+ | | Coming soon | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]] | ||
+ | | Procedure for generating reports with commitments. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]] | ||
+ | | Procedure for linking transactions to commitment. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]] | ||
+ | | Procedure to help you edit the commitment payment information. | ||
+ | |} | ||
+ | <br> | ||
+ | == Electronic Transaction Module == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | | width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]] | ||
+ | | Procedure to enter and process electronic transactions. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]] | ||
+ | | Procedure to help with the processing of bank rejects. | ||
+ | |} | ||
+ | |||
+ | == Online donation module == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]] | ||
+ | | Explanations on how to configure the IMakeAnOnlineDonation home page and website. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]] | ||
+ | | Explanations on how to create a Web form. | ||
+ | |- | ||
+ | | width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]] | ||
+ | | Explanations on how to configure the customizations of a Web form. | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Label Configuration|Label Configuration]] |
− | | | + | | Explanations on how to configure the labels of a Web form. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Importing Donations|Importing Donations]] |
− | | | + | | Explanations on how to import donations online. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Viewing Donations|Viewing Donations]] |
− | | | + | | Explanations on how to view imported online donations. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]] |
− | | | + | | Explanations on how to find the hyperlink of a Web form. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]] |
− | | | + | | Explanations on the possible fields and values of the Web forms. |
− | | | + | |- |
− | | | + | | width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]] |
− | | <br> | + | | Explanations on the integration with Online Donation Forms. |
− | | | + | |- |
+ | | width="400" | [[ProDon:Back office|Back office]] | ||
+ | | Explanation to help the user to understand the Back office. | ||
+ | |} | ||
+ | |||
+ | <br> | ||
+ | |||
+ | == E-mail blast module == | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]] |
− | | Procedure to | + | | Procedure to add and modify an E-mail Blast master document. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]] |
− | | Procedure to | + | | Procedure to prepare a distribution list. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]] |
− | | Procedure to | + | | Procedure to configure the mailing of an E-mail Blast. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]] |
− | + | | Procedure to view the mailing statistics of an E-mail Blast. | |
+ | |} | ||
+ | <br> | ||
+ | |||
+ | == eReceipt Module == | ||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]] |
− | + | | Procedure to configure the eReceipt options in client files and transaction. | |
− | |||
− | |||
− | |||
− | | | ||
|- | |- | ||
− | | [ | + | |[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration] |
− | + | |Procedure to configure thank-you email. | |
− | |||
− | |||
− | |||
− | | | ||
|- | |- | ||
− | | | + | |Sending eReceipt |
− | + | |Procedure to send eReceipt | |
− | |||
− | |||
− | |||
− | | | ||
|- | |- | ||
− | | | + | |Assignment of the thank-you for transaction already entered |
− | == | + | |Coming soon |
+ | |- | ||
+ | |} | ||
+ | <br> | ||
+ | == Update descriptions == | ||
+ | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9] | ||
+ | |- | ||
+ | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8] | ||
|- | |- | ||
− | | [ | + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7] |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [ | + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6] |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5] |
− | ==== | + | |- |
+ | | width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4] | ||
+ | |- | ||
+ | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3] | ||
+ | |- | ||
+ | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2] | ||
+ | |} | ||
+ | |||
+ | == Documents == | ||
+ | === Technical documents === | ||
+ | |||
+ | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" | ||
+ | |[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements] | ||
+ | |Hardware and software requirements for Logilys applications. | ||
|- | |- | ||
− | | [ | + | |[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications] |
− | | | + | |Procedure for sending domain authentication. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ProDon: | + | | width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]] |
− | | | + | | Frequently asked questions concerning the PCI Standards. |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]] |
− | | Coming soon | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]] |
− | | Coming soon | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[ | + | | width="400" | [[Common functions:VPN and Performance|VPN and Performance]] |
− | | Coming soon | + | | Coming soon |
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
− | | [[Common functions: | + | |[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]] |
− | | | + | |This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service. |
− | | | + | |} |
− | | | + | |
− | | | + | === Training plans === |
− | | | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
+ | |[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon] | ||
+ | |Training plan on the basis of ProDon. | ||
|- | |- | ||
− | | | + | | width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]] |
− | + | | Training plan E-mail Blast module. | |
+ | |- | ||
+ | | width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]] | ||
+ | | Training plan Online donation module. | ||
+ | |} | ||
+ | === Training Documents(PDF) === | ||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | |- | ||
+ | |Report Occasion results - Annual campaign | ||
+ | |Coming soon. Example of a report of a donation occasion results. | ||
+ | |- | ||
+ | |Report Occasion results - Fundraising cocktail party | ||
+ | |Coming soon. Example of a report of a donation occasion results. | ||
+ | |} | ||
+ | |||
+ | === Policies === | ||
+ | |||
+ | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
+ | | width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use] | ||
+ | |Terms of use for IMakeAnOnlineDonation and IRegisterNow. | ||
+ | |- | ||
+ | |[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy] | ||
+ | |Confidentiality policy of our websites. | ||
+ | |- | ||
+ | |[https://www.jedonneenligne.org/logizone/community.html Community regulations] | ||
+ | |Logilys community regulations. | ||
+ | |- | ||
+ | | [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy] | ||
+ | |Commitment policy of confidentiality regarding your data. | ||
|- | |- | ||
− | | | + | |[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement] |
− | | | + | |Logilys Sofware Licence Agreement ("SLA") |
− | |||
− | |||
− | |||
− | |||
|} | |} | ||
+ | <br> | ||
{{Footer_ProDon}}<br> | {{Footer_ProDon}}<br> |
Revision as of 11:53, 23 April 2024
Table of Contents |
Contents
- 1 General
- 2 Updates in Prodon 5
- 3 General Configuration
- 4 Transaction structure configuration
- 5 Receipts configuration
- 6 Customization of the database
- 7 Transaction processing and Deposit loop
- 8 Clients
- 9 Couple management
- 10 Multi-management / Information extraction
- 11 Mass mailing and master documents
- 12 Available modules
- 13 Multiuser module
- 14 Imports module
- 15 Commitments module
- 16 Electronic Transaction Module
- 17 Online donation module
- 18 E-mail blast module
- 19 eReceipt Module
- 20 Update descriptions
- 21 Documents
This is the table of contents of ProDon help documentation.
To find a help document, consult the list or search by using the search tool available in the left-hand menu.
General
Lexicon | Summary list of the main terms of the software. |
Web Update | Procedure to update your application. |
Performing Data Backup | Procedure to perform a data backup. |
Restoring Data | Procedure to perform a data restore. |
Updates in Prodon 5
Update to Prodon 5 : impact on the client files | Impact that Prodon 5 will have on client files. |
Migration assistant | Procedure for migration assistant. |
Migration assistant questionnaire | Procedure to help filling in questionnaire. |
Assignment of the informations in the right file | Procedure to assignment of the information. |
New features in Prodon 5 | Prodon 5 presentation. |
General Configuration
Preferences | Explanations on the user and the system preferences of Prodon. |
Default Values | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. |
Dynamic Drop-down Lists | Procedure to use dynamic drop-down lists. |
Period Management | Procedure to create, manage and use periods. |
Region Management | Procedure to create, manage and use regions. |
Summary Management | Procedure to create summaries that are used in master documents and custom reports. |
Transaction structure configuration
Campaign Management | Explanations on how to create and manage campaigns. |
Origin Code Management | Procedure to create origin codes. |
Accounting System Links Management | Procedure to create General Ledger accounts. |
Donation Occasion Management | Explanations for creating and managing donation occasions. Revenues and expenditures. |
In Memoriam Donations | Procedure for the configuration, the entry and the follow-up of In Memoriam Donations. |
Participant Management | Procedure to configure and use the notion of participant. |
Item Management | Coming soon |
Payment Method Management | Procedure to create payment methods. |
Receipts configuration
General Configuration of the Receipt | Explanations on the settings relating to receipts. |
Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. |
Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
'To be calculated' Status to 'To be issued' | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". |
Customization of the database
Categories vs Customized Fields vs Characteristics | Comparison and use of the 3 customization methods. |
Categorie_Management | Procedure to create and use categorie. |
Characteristic Management | Procedure to create, manage and use characteristics. |
Customized Field Configuration | Procedure to create and use customized fileds. |
Transaction processing and Deposit loop
Transaction Processing | Simplified transaction processing |
Transactions management | Comming soon |
Transaction Logging | Procedure that explains how to enter different types of transactions. |
Different Clients of a Transaction | Coming soon |
Expenditure Transaction Logging | Procedure explaining the entry of expenditure transactions. |
Negative Transaction Entry | Procedure to credit a transaction. |
Entry of Volunteer Hours | Procedure to enter the number of hours worked (e.g. volunteer work). |
Validation and Transfer of a Transaction Batch | Procedure that explains how to validate and transfer a transaction batch. |
Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. |
Cancelling a Transaction | Procedure to cancel a transaction and to understand the impact on the reports. |
Cancelling, Reissuing and Reprinting Receipts | Procedure to cancel, reissue or reprint receipts. |
List of Issued and/or Cancelled Receipts | Procedure to view the list of issued and/or cancelled receipts. |
Clients
Procedure to add a client | Procedure to add a client |
Client Management | Explanations on the elements present in the client management and in the client file. |
Client file | Document describing the tabs of the customer record. |
Manipulation of client file tabs | Document describing the client file tabs. |
Relations | Procedure explaining the relation concept and the relation management. |
Searching and Eliminating Duplicates | Procedure to search and eliminate duplicates. |
Merging and Deleting a Client | Procedure to eliminate a known duplicate. |
Couple management
Issuance of couple receipt | Procedure for issuing couple receipts. |
Mailing to a couple | Coming soon |
Couple greeting | Coming soon |
Multi-management / Information extraction
View Management | Procedure to configure views in the different managements. |
Client and Individual vs Other Fields | Explanations on the use of these fields. |
Search Bar | Explanations on the search bar. |
Filter Data (Queries) | Explanations on the "Filter Data" tool. |
Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. |
Customized Lists | Explanations on how to create and use customized lists. |
Custom Reports | Procedure to configure and use custom reports. |
Analysis Summary | Explanations concerning the use of summaries in the histories |
Analysis Grid | Explanations concerning the use of analysis grid in the histories. |
Task and History Management | Procedure to manage tasks and history, as well as reminders. |
Mass mailing and master documents
Master Document Management | Procedure to create master documents integrated to ProDon. |
Duplicating a Master Document | Procedure to create a new master document based on a ProDon master document. |
Integrating a Word Document in the Database | Procedure to integrate an existing Word document as master document in the database. |
Mass Mailing | Procedure for the use of the mass mailing functions. |
Mailing History | Procedure for the configuration, the creation and the use of mailings. |
Labels or Envelopes Word 2002-2003 | Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003. |
Labels or Envelopes Word 2007 | Procedure to create labels or envelopes master documents if your Word version is from 2007. |
Labels or Envelopes Word 2010 | Procedure to create labels or envelopes master documents if your Word version is from 2010. |
Available modules
Accounting Integration Module | Configuration and use of importation modules to import data from CSV files. |
Beneficiaries Module | Procedure for the configuration and the entry of beneficiary type transaction. |
Invoicing Module | Coming soon |
Multi-organization Module | Coming soon |
Multiuser module
Creating a new user | Coming soon |
Creating a new user group | Coming soon |
Visibility in views, filters, tasks, etc. | Procedure explaining the visibility and accessibility options. |
Copy user preferences to another user | Procedure explaining how to copy user preferences to another user. |
Change a user password | Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost. |
Imports module
Client import and update module | Configuration and use of importation modules to import clients from CSV files. |
Address import | Coming soon |
Means of communication import | Coming soon |
Transaction import | Configuration and use of importation modules to import transactions from CSV files. |
Receipts import | Coming soon |
Commitment import | Configuration and use of importation modules to import commitments from CSV files. |
Tasks import | Coming soon |
Commitments module
Prospecting | Procedure to enter the information of your prospects |
Commitment Management (Objective vs Automatic) | Procedure to manage commitments and explanation of each type of commitments. |
Procedure to generate commitment transactions | Coming soon |
Entering a commitment by objective | Procedure to guide you with entering commitment by objective. |
Entering an automatic commitment | Procedure to guide you with entering automatic commitments. |
Automatic Commitment Transactions | Procedure to guide you with automatic type Commitment transactions |
Mass Mailing, follow-ups and reminders for commitments by objective | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. |
Mass Mailing, follow-ups and reminders for automatic commitments | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. |
Commitment by objective | Coming soon |
Generate Commitment Reports | Procedure for generating reports with commitments. |
Link one or more transactions to a commitment | Procedure for linking transactions to commitment. |
Edit Commitment Payment Information | Procedure to help you edit the commitment payment information. |
Electronic Transaction Module
Electronic Transaction Module | Procedure to enter and process electronic transactions. |
Process Bank Rejections | Procedure to help with the processing of bank rejects. |
Online donation module
Home Page and Website Configuration | Explanations on how to configure the IMakeAnOnlineDonation home page and website. |
Creating a Web Form | Explanations on how to create a Web form. |
Web Form Customization Configuration | Explanations on how to configure the customizations of a Web form. |
Label Configuration | Explanations on how to configure the labels of a Web form. |
Importing Donations | Explanations on how to import donations online. |
Viewing Donations | Explanations on how to view imported online donations. |
URL Address of the Form | Explanations on how to find the hyperlink of a Web form. |
Web Form Parameters (Online Donation Module) | Explanations on the possible fields and values of the Web forms. |
Integration with Online Donation Forms | Explanations on the integration with Online Donation Forms. |
Back office | Explanation to help the user to understand the Back office. |
E-mail blast module
Preparing the Master Document | Procedure to add and modify an E-mail Blast master document. |
Preparing the Distribution List | Procedure to prepare a distribution list. |
Sending the E-mail Blast | Procedure to configure the mailing of an E-mail Blast. |
Viewing Mailing Statistics | Procedure to view the mailing statistics of an E-mail Blast. |
eReceipt Module
eReceipt options | Procedure to configure the eReceipt options in client files and transaction. |
Thank-you email configuration | Procedure to configure thank-you email. |
Sending eReceipt | Procedure to send eReceipt |
Assignment of the thank-you for transaction already entered | Coming soon |
Update descriptions
Documents
Technical documents
Hardware and software requirements | Hardware and software requirements for Logilys applications. |
Sending domain authentifications | Procedure for sending domain authentication. |
FAQ - PCI Standards | Frequently asked questions concerning the PCI Standards. |
Removing the Data Source from a Master Document | Coming soon |
Automated Data Saving through a Planned Task | Coming soon |
VPN and Performance | Coming soon |
Office 365 for our LogiCloud hosting service | This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service. |
Training plans
Introduction to ProDon | Training plan on the basis of ProDon. |
E-mail Blast Module | Training plan E-mail Blast module. |
Online Donation Module | Training plan Online donation module. |
Training Documents(PDF)
Report Occasion results - Annual campaign | Coming soon. Example of a report of a donation occasion results. |
Report Occasion results - Fundraising cocktail party | Coming soon. Example of a report of a donation occasion results. |
Policies
Terms of use | Terms of use for IMakeAnOnlineDonation and IRegisterNow. |
IMakeAnOnlineDonation Confidentiality policy | Confidentiality policy of our websites. |
Community regulations | Logilys community regulations. |
Logilys Confidentiality policy | Commitment policy of confidentiality regarding your data. |
Software Licence Agreement | Logilys Sofware Licence Agreement ("SLA") |
Document name: ProDon:Table of Contents