Difference between revisions of "ProDon:Table of Contents"
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{{Header_TOC}} | {{Header_TOC}} | ||
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== General == | == General == | ||
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[[Common functions:Restoring Data|Restoring Data]] | [[Common functions:Restoring Data|Restoring Data]] | ||
| + | [[ProDon:Preferences|Preferences]] | ||
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| + | [[ProDon:Default Values|Default Values]] | ||
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| + | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] | ||
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| + | [[ProDon:Region Management|Region Management]] | ||
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| + | [[Common functions:View Management|View Management]] | ||
| + | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] | ||
| − | + | == Protection of personal information (Law 25) == | |
| + | [[ProDon:Anonymization|Anonymization]] | ||
| − | == | + | == User management == |
| + | [[ProDon:User Management|Creating a new user]] | ||
| + | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]] | ||
| − | [[ProDon: | + | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]] |
| − | [[ProDon: | + | [[ProDon:Change_user_password|Change a user password]] |
| − | + | == General Configuration == | |
| − | + | ||
| − | [[ProDon: | + | [[ProDon:Period Management|Period Management]] |
[[ProDon:Summary Management|Summary Management]] | [[ProDon:Summary Management|Summary Management]] | ||
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== Multi-management / Information extraction == | == Multi-management / Information extraction == | ||
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[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] | ||
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[[ProDon:Custom Reports|Custom Reports]] | [[ProDon:Custom Reports|Custom Reports]] | ||
| − | [[ProDon:Analysis Summary|Analysis Summary | + | [[ProDon:Analysis Summary|Analysis Summary]] |
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[[ProDon:Beneficiaries Module|Beneficiaries Module]] | [[ProDon:Beneficiaries Module|Beneficiaries Module]] | ||
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== Update descriptions == | == Update descriptions == | ||
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| + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18] | ||
[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=5,001700&l=1&w=5,001799 Prodon 5.0.17] | ||
Latest revision as of 11:05, 31 October 2024
| Table of Contents |
Contents
- 1 General
- 2 Protection of personal information (Law 25)
- 3 User management
- 4 General Configuration
- 5 Transaction structure configuration
- 6 Receipts configuration
- 7 Customization of the database
- 8 Transaction processing and Deposit loop
- 9 Clients
- 10 Couple management
- 11 Multi-management / Information extraction
- 12 Mass mailing and master documents
- 13 Available modules
- 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 Technical documents
- 22 Training plans
- 23 Policies
General
Protection of personal information (Law 25)
User management
Visibility in views, filters, tasks, etc.
Copy user preferences to another user
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
Manipulation of client file tabs
Searching and Eliminating Duplicates
Couple management
Multi-management / Information extraction
Client and Individual vs Other Fields
Mass mailing and master documents
Integrating a Word Document in the Database
Labels or Envelopes Word 2002-2003
Available modules
Imports module
Client import and update module
Commitments module
Commitment Management (Objective vs Automatic)
Entering a commitment by objective
Entering an automatic commitment
Automatic Commitment Transactions
Mass Mailing, follow-ups and reminders for commitments by objective
Mass Mailing, follow-ups and reminders for automatic commitments
Link one or more transactions to a commitment
Edit Commitment Payment Information
Electronic Transaction Module
Online donation module
Home Page and Website Configuration
Web Form Customization Configuration
Web Form Parameters (Online Donation Module)
Integration with Online Donation Forms
E-mail blast module
Preparing the Distribution List
eReceipt Module
Update descriptions
Technical documents
Hardware and software requirements
Sending domain authentifications
Office 365 for our LogiCloud hosting service
Training plans
Policies
IMakeAnOnlineDonation Confidentiality policy
Logilys Confidentiality policy
Document name: ProDon:Table of Contents
