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Revision as of 13:50, 29 May 2024
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 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
General Configuration
Transaction structure configuration
Accounting System Links Management
Receipts configuration
General Configuration of the Receipt
Configuration of a Standard Type Receipt
Configuration of a Word Type Receipt
Configuration of a Thank-you Letter Integrated
'To be calculated' Status to 'To be issued'
Customization of the database
Categories vs Customized Fields vs Characteristics
Customized Field Configuration
Transaction processing and Deposit loop
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Clients
| Procedure to add a client |
| Client Management |
| Client file |
| Manipulation of client file tabs |
| Relations |
| Searching and Eliminating Duplicates |
| Merging and Deleting a Client |
Couple management
| Issuance of couple receipt |
| Mailing to a couple |
| Couple greeting |
Multi-management / Information extraction
Mass mailing and master documents
Available modules
| Accounting Integration Module |
| Beneficiaries Module |
| Invoicing Module |
| Multi-organization Module |
Multiuser module
| Creating a new user |
| Creating a new user group |
| Visibility in views, filters, tasks, etc. |
| Copy user preferences to another user |
| Change a user password |
Imports module
| Client import and update module |
| Address import |
| Means of communication import |
| Transaction import |
| Receipts import |
| Commitment import |
| Tasks import |
Commitments module
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
E-mail blast module
| Preparing the Master Document |
| Preparing the Distribution List |
| Sending the E-mail Blast |
| Viewing Mailing Statistics |
eReceipt Module
| eReceipt options |
| Thank-you email configuration |
| Sending eReceipt |
Update descriptions
Documents
Technical documents
| Hardware and software requirements |
| Sending domain authentifications |
| FAQ - PCI Standards |
| Office 365 for our LogiCloud hosting service |
Training plans
| Introduction to ProDon |
| E-mail Blast Module |
| Online Donation Module |
Policies
| Terms of use |
| IMakeAnOnlineDonation Confidentiality policy |
| Community regulations |
| Logilys Confidentiality policy |
| Software Licence Agreement |
Document name: ProDon:Table of Contents
