Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
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{{Header_TOC}}
  
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Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
+
<br><br>
  
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{| width="100%" class="FCK__ShowTableBorders wikitable"
+
== General ==
−
|-
 
−
! style="text-align: center;" | Title
 
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! Description
 
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! width="60" style="text-align: center;" | Revision
 
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! width="60" style="text-align: center;" | Rev. no.
 
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! width="60" style="text-align: center;" | Version
 
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! width="60" style="text-align: center;" | Status
 
−
|-
 
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| bgcolor="#ffff80" colspan="6" |
 
−
==== Unclassified ====
 
  
−
|-
+
[[ProDon:Lexicon|Lexicon]]
−
|
 
−
[[ProDon:Lexicon|Lexicon]]  
 
  
−
|  
+
[[Common functions:Web Update|Web Update]]
−
Coming soon
+
 
 +
[[Common functions:Performing Data Backup|Performing Data Backup]]
 +
 
 +
[[Common functions:Restoring Data|Restoring Data]]
 +
 
 +
[[ProDon:Preferences|Preferences]]
 +
 
 +
[[ProDon:Default Values|Default Values]]
 +
 
 +
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 +
 
 +
[[ProDon:Region Management|Region Management]]
 +
 
 +
[[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]]
  
−
| <br>
+
== User management ==
−
| <br>
+
[[ProDon:User Management|Creating a new user]]
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Web Update|Web Update]]  
 
  
−
|  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
Procedure to update your application.  
 
  
−
| 2011/06/14
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Saving Data|Saving Data]]  
 
  
−
|  
+
[[ProDon:Change_user_password|Change a user password]]
−
Procedure to perform a data backup.
 
  
−
| 2011/07/12
+
== General Configuration  ==
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Restoring Data|Restoring Data]]
 
  
−
|
+
 
−
Procedure to perform a data restore.
 
  
−
| 2011/07/12
+
[[ProDon:Period Management|Period Management]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Configuration ====
 
  
−
|-
+
[[ProDon:Summary Management|Summary Management]]
−
|
 
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
 
  
−
|
+
== Transaction structure configuration  ==
−
Coming soon
 
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
 
[[ProDon:Campaign Management|Campaign Management]]  
 
[[ProDon:Campaign Management|Campaign Management]]  
  
−
|  
+
[[ProDon:Origin Code Management|Origin Code Management]]
−
Coming soon
+
 
 +
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
 +
 
 +
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 +
 
 +
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
 +
 
 +
[[ProDon:Participant Management|Participant Management]]
 +
 
 +
[[ProDon:Payment Method Management|Payment Method Management]]
 +
 
 +
 
 +
<br>
 +
 
 +
== Receipts configuration  ==
 +
 
 +
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 +
 
 +
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
 +
 
 +
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
 +
 
 +
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
 +
 
 +
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 +
 
 +
 
 +
<br>
 +
 
 +
== Customization of the database  ==
 +
 
 +
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 +
 
 +
[[ProDon:Categorie_Management|Categorie_Management]] 
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
 
[[ProDon:Characteristic Management|Characteristic Management]]  
 
[[ProDon:Characteristic Management|Characteristic Management]]  
  
−
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:General Ledger Account Management|General Ledger Account Management]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
|
+
== Transaction processing and Deposit loop  ==
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Period Management|Period Management]]
 
  
−
|  
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
Procedure to create, manage and use periods.
 
  
−
| 2011/07/21
+
[[ProDon:Transaction Logging|Transaction Logging]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Region Management|Region Management]]  
 
  
−
|  
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
−
Procedure to create, manage and use regions.
 
  
−
| 2011/07/12
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Summary Management|Summary Management]]  
 
  
−
|  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
−
Procedure to create summaries that are used in master documents and custom reports.
 
  
−
| 2011/10/24<br>
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:User Management|User Management]]  
 
  
−
|  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
−
| <br>  
+
 
−
| <br>
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
−
| <br>
+
 
−
|-
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
−
|  
+
 
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
 +
 
 +
 
 +
 
 +
<br>
 +
 
 +
== Clients  ==
 +
 
 +
[[ProDon Procedure to add a client|Procedure to add a client]]
 +
 
 +
[[ProDon:Client Management|Client Management]]
 +
 
 +
[[ProDon:Client File|Client file]]
 +
 
 +
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 +
 
 +
[[ProDon:Relations|Relations]]  
  
−
|  
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Preferences|Preferences]]  
 
  
−
|
 
−
Explanations on the user and the system preferences of '''''ProDon'''''.
 
  
−
| 2012/02/07<br>  
+
<br>
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Default Values|Default Values]]
 
  
−
|
+
== Couple management  ==
−
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
  
−
| 2011/11/25
 
−
| 1
 
−
| 4.6.6.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Categories vs Characteristics vs Customized Fields|Categories vs Characteristics vs Customized Fields]]
 
  
−
|  
+
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
−
Coming soon
 
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Receipts  ====
 
  
−
|-
+
== Multi-management / Information extraction  ==
−
|
 
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 
  
−
|
+
−
Explanations on the settings relating to receipts.
 
  
−
| 2011/09/29<br>
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
 
  
−
|  
+
[[Common functions:Search Bar|Search Bar]]
−
Procedure to configure a standard type receipt.
 
  
−
| 2011/10/19<br>
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
  
−
|  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
−
Procedure to configure a '''''Word''''' type receipt.
 
  
−
| 2011/09/29
+
[[ProDon:Customized Lists|Customized Lists]]  
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
  
−
|  
+
[[ProDon:Custom Reports|Custom Reports]]
−
Procedure to configure a thank-you letter integrated to a receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Analysis Summary|Analysis Summary]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]  
 
  
−
|
 
−
Procedure for the issuance of receipts following transactions entry.
 
  
−
| 2011/09/29
+
<br>
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 
  
−
|
+
== Mass mailing and master documents  ==
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Master Document Management|Master Document Management]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]  
 
  
−
|  
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Receipt|Cancelling a Receipt]]  
 
  
−
|  
+
[[ProDon:Mass Mailing|Mass Mailing]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Mailing History|Mailing History]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Modifying the Owner of a Receipt|Modifying the Owner of a Receipt]]  
 
  
−
|  
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
−
|
 
−
[[ProDon:Client Management|Client Management]]  
 
  
−
|
 
−
Explanations on the elements present in the client management and in the client file.
 
  
−
| 2011/08/12
+
<br>
−
| 1<br>  
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Contacts and Links|Contacts and Links]]
 
  
−
|
+
== Available modules  ==
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
 
  
−
|  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
−
Procedure to search and eliminate duplicates.
 
  
−
| 2011/06/28
 
−
| 1<br>
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
  
−
|
+
<br>
−
Procedure to eliminate a known duplicate.
 
  
−
| 2011/10/04
+
== Imports module ==
−
| 1<br>
 
−
| 4.5.6.13
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing ====
 
  
−
|-
+
[[ProDon:Importation Modules|Client import and update module]]  
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
 
  
−
|  
+
[[ProDon:Importation Modules|Transaction import]]
−
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
  
−
| 2011/11/15<br>
+
[[ProDon:Importation Modules|Commitment import]]  
−
| 1<br>
 
−
| 4.5.6.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Transaction Logging|Transaction Logging]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>  
+
<br>
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
 
  
−
|
+
== Commitments module  ==
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Prospecting_Module|Prospecting]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
 
  
−
|  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
−
Procedure for the issuance of documents following the entry of transactions.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
 
  
−
|  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
  
−
| 2011/08/30
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Participant Management|Participant Management]]  
 
  
−
|  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
Procedure to configure and use the notion of participant.
 
  
−
| 2011/07/21
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
 
  
−
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
−
Procedure to cancel a transaction and to understand the impact on the reports.
 
  
−
| 2011/11/25<br>
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
 
  
−
|  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
Steps on How to Make a Deposit
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
+
== Electronic Transaction Module ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Search, Query and Information Extraction  ====
 
  
−
|-
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
|
 
−
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
  
−
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
Explanations on the use of these fields.
 
  
−
| 2011/07/12<br>
+
== Online donation module  ==
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[Common functions:Search Bar|Search Bar]]
 
  
−
|  
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
−
Explanations on the search bar.
 
  
−
| 2011/07/22
+
[[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
  
−
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
−
Explanations on the "Filter Data" tool.
 
  
−
| 2011/08/12
+
[[ProDon:Label Configuration|Label Configuration]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Customized Lists|Customized Lists]]  
 
  
−
|  
+
[[ProDon:Importing Donations|Importing Donations]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Viewing Donations|Viewing Donations]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Mass Mailing and Master Documents  ====
 
  
−
|-
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
|
 
−
[[ProDon:Master Document Management|Master Document Management]]  
 
  
−
|  
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
−
Procedure to create master documents integrated to '''''ProDon'''''.
 
  
−
| 2011/08/30<br>
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| 1<br>
 
−
| 4.6.5.6<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
 
  
−
|  
+
[[ProDon:Back office|Back office]]
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
  
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.6
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 
  
−
|
+
<br>
−
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
  
−
| 2011/08/30
+
== E-mail blast module  ==
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mass Mailing|Mass Mailing]]
 
  
−
|  
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
−
Procedure for the use of the mass mailing functions.
 
  
−
| 2011/08/30
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mailing History|Mailing History]]  
 
  
−
|  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
−
Procedure for the configuration, the creation and the use of mailings.
 
  
−
| 2011/09/26<br>
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
| 1<br>
 
−
| 4.6.5.10<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[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.
 
  
−
| 2011/08/30
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<br>
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
  
−
|
+
== eReceipt Module ==
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
  
−
| 2011/08/30
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[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.
 
  
−
| 2011/08/30
+
<br>
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
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| bgcolor="#ffff80" colspan="6" |
 
−
==== Multi-management  ====
 
  
−
|-
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== Update descriptions  ==
−
|
 
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
  
−
|
 
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
−
| 2011/08/30  
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
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| 1  
 
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| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Task and History Management (CRM)|Task and History Management (CRM)]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
−
Coming soon
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:View Management|View Management]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
−
Coming soon
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
−
|
 
−
|
 
−
|
 
−
|-
 
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| bgcolor="#ffff80" colspan="6" |
 
−
==== Analysis and Reports  ====
 
  
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
|
 
−
[[ProDon:Customized Reports|Custom Reports]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
Procedure to configure and use custom reports.  
 
  
−
| 2011/08/17<br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
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| 1<br>
 
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| 4.6.5.8<br>
 
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| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Analysis Summary|Analysis Summary]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
Explanations concerning the use of summaries in "Analysis and history".  
 
  
−
| 2011/08/30
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
| 1
 
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| 4.6.5.8
 
−
| Active
 
−
|-
 
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| bgcolor="#ffff80" colspan="6" |
 
−
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
−
|-
+
== Technical documents ==
−
|
 
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
  
−
|
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
Coming soon
 
  
−
| <br>
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Importation Modules|Importation Modules]]  
 
  
−
|  
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
−
| 2011/04/07
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| 24
 
−
| 4.6.3.24
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Beneficiary Module|Beneficiaries Module]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Training plans ==
−
| <br>
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Prospecting and Commitment Module|Prospecting and Commitments Module]]  
 
  
−
|  
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Invoicing Module|Invoicing Module]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Policies ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:E-Mail Blast Module|E-Mail Blast Module]]
 
  
−
|
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
−
Coming soon
 
  
−
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Multi-organization Module|Multi-organization Module]]  
 
  
−
|
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
Coming soon
 
  
−
|
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Appendix A - Technical Documents  ====
 
  
−
|-
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
−
|
 
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|}
 
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 11:05, 31 October 2024

Table of Contents



General

Lexicon

Web Update

Performing Data Backup

Restoring Data

Preferences

Default Values

Dynamic Drop-down Lists

Region Management

View Management

Task and History Management

Protection of personal information (Law 25)

Anonymization

User management

Creating a new user

Visibility in views, filters, tasks, etc.

Copy user preferences to another user

Change a user password

General Configuration

Period Management

Summary Management

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method 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

Categorie_Management

Characteristic Management

Customized Field Configuration



Transaction processing and Deposit loop

Transaction Processing

Transaction Logging

Expenditure Transaction Logging

Negative Transaction Entry

Entry of Volunteer Hours

Validation and Transfer of a Transaction Batch

Processing Receipts to be Issued

Processing Documents to be Issued

Cancelling a Transaction

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


Multi-management / Information extraction

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary



Mass mailing and master documents

Master Document Management

Duplicating a Master Document

Integrating a Word Document in the Database

Mass Mailing

Mailing History

Labels or Envelopes Word 2002-2003

Labels or Envelopes Word 2007

Labels or Envelopes Word 2010



Available modules

Accounting Integration Module

Beneficiaries Module



Imports module

Client import and update module

Transaction import

Commitment import



Commitments module

Prospecting

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

Generate Commitment Reports

Link one or more transactions to a commitment

Edit Commitment Payment Information



Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Home Page and Website Configuration

Creating a Web Form

Web Form Customization Configuration

Label Configuration

Importing Donations

Viewing Donations

URL Address of the Form

Web Form Parameters (Online Donation Module)

Integration with Online Donation Forms

Back office



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



Update descriptions

Prodon 5.0.18

Prodon 5.0.17

Prodon 5.0.16

Prodon 5.0.15

Prodon 5.0.14

Prodon 5.0.13

Prodon 5.0.12

Prodon 5.0.11

Prodon 5.0.10

Prodon 5.0.9

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


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