Difference between revisions of "ProDon:Table of Contents"

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{{Header_TOC}}This is the table of contents of ProDon help documentation.
+
{{Header_TOC}}
  
−
To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
+
<br><br>
  
 
== General  ==
 
== General  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Lexicon|Lexicon]]   
−
|-
 
−
| 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.
 
−
|-
 
−
| width="400" | [[ProDon:Update-Help_-_from_ProDon_4_to_ProDon_5|Help for the update of Prodon 4 to ProDon 5]]
 
−
|Procedure to complete the migration assistant.
 
−
|}
 
  
−
<br>
+
[[Common functions:Web Update|Web Update]]
 +
 
 +
[[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]]
 +
 
 +
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
 +
 
 +
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
 +
 
 +
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 +
 
 +
[[ProDon:Change_user_password|Change a user password]]
  
 
== General Configuration  ==
 
== General Configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
 
−
|-
 
−
| width="400" | [[ProDon:Preferences|Preferences]]
 
−
| Explanations on the user and the system preferences of '''''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.
 
−
|-
 
−
| 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.
 
−
|-
 
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| width="400" | [[ProDon:Summary Management|Summary Management]]
 
−
| Procedure to create summaries that are used in master documents and custom reports.
 
−
|}
 
  
−
<br>
+
[[ProDon:Period Management|Period Management]] 
 +
 
 +
[[ProDon:Summary Management|Summary Management]]
  
 
== Transaction structure configuration  ==
 
== Transaction structure configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Campaign Management|Campaign Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
+
[[ProDon:Origin Code Management|Origin Code Management]]  
−
| Explanations on how to create and manage campaigns.
+
 
−
|-
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]  
−
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]  
 
−
| Procedure to create origin codes.
 
−
|-
 
−
| width="400" | [[ProDon:Chart of Account Management|Chart of Account 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'' Gifts]]
 
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
−
|-
 
−
| 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>  
+
[[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  ==
 
== Receipts configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
−
|-
+
 
−
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
−
| Explanations on the settings relating to receipts.
+
 
−
|-
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
 
−
| Procedure to configure a standard type receipt.
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
−
|-
+
 
−
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
| 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>  
 
<br>  
Line 105: Line 81:
 
== Customization of the database  ==
 
== Customization of the database  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
|-
 
−
| 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" | Categories
 
−
| 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>  
+
[[ProDon:Categorie_Management|Categorie_Management]] 
 +
 
 +
[[ProDon:Characteristic Management|Characteristic Management]]
 +
 
 +
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 +
 
 +
 
 +
<br>
  
 
== Transaction processing and Deposit loop  ==
 
== Transaction processing and Deposit loop  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
|-
+
 
−
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
+
[[ProDon:Transaction Logging|Transaction Logging]]  
−
| Simplified transaction processing
+
 
−
|-
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
| width="400" | Transactions management
+
 
−
| Comming soon
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
|-
+
 
−
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| Procedure that explains how to enter different types of transactions.
+
 
−
|-
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
+
 
−
| Coming soon
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
|-
+
 
−
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
| Procedure explaining the entry of expenditure transactions.
+
 
−
|-
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
 
−
| Procedure to credit a transaction.
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
|-
+
 
−
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
−
| 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.
 
−
|-
 
−
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
 
−
| Procedure to help with the processing of bank rejects.
 
−
|}
 
  
 
<br>
 
<br>
Line 173: Line 122:
 
== Clients  ==
 
== Clients  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon Procedure to add a client|Procedure to add a client]]
−
|-
+
 
−
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
+
[[ProDon:Client Management|Client Management]]  
−
| Procedure to add a client
+
 
−
|-
+
[[ProDon:Client File|Client file]]
−
| width="400" | [[ProDon:Client Management|Client Management]]  
+
 
−
| Explanations on the elements present in the client management and in the client file.
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
|-
+
 
−
| width="400" |Client file
+
[[ProDon:Relations|Relations]]  
−
| Coming soon
+
 
−
|-
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
+
 
−
| Document describing the client file tabs.
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
|-
+
 
−
| width="400" | [[ProDon:Relations|Contacts and Links]]  
 
−
| Coming soon
 
−
|-
 
−
| 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>
 
<br>
 +
 +
== Couple management  ==
 +
 +
 +
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
 +
  
 
== Multi-management / Information extraction  ==
 
== Multi-management / Information extraction  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
−
|-
+
 
−
| width="400" | [[Common functions:View Management|View Management]]
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| Procedure to configure views in the different managements.
+
 
−
|-
+
[[Common functions:Search Bar|Search Bar]]  
−
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
+
 
−
| Explanations on the use of these fields.
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
|-
+
 
−
| width="400" | [[Common functions:Search Bar|Search Bar]]  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
| Explanations on the search bar.
+
 
−
|-
+
[[ProDon:Customized Lists|Customized Lists]]  
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
+
 
−
| Explanations on the "Filter Data" tool.
+
[[ProDon:Custom Reports|Custom Reports]]  
−
|-
+
 
−
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
+
[[ProDon:Analysis Summary|Analysis Summary]]  
−
| 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 "Analysis and history".
 
−
|-
 
−
| 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>  
 
<br>  
Line 235: Line 168:
 
== Mass mailing and master documents  ==
 
== Mass mailing and master documents  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Master Document Management|Master Document Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
−
| Procedure to create master documents integrated to '''''ProDon'''''.
+
 
−
|-
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
| 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:Mass Mailing|Mass Mailing]]  
−
|-
+
 
−
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
+
[[ProDon:Mailing History|Mailing History]]  
−
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
+
 
−
|-
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
+
 
−
| Procedure for the use of the mass mailing functions.
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
|-
+
 
−
| width="400" | [[ProDon:Mailing History|Mailing History]]  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
−
| 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>  
+
 
 +
<br>
  
 
== Available modules  ==
 
== Available modules  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
|-
+
 
−
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.
+
 
−
|-
 
−
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
−
| Procedure for the configuration and the entry of beneficiary type transaction.
 
−
|-
 
−
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 
−
| Procedure to enter and process electronic transactions.
 
−
|-
 
−
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
 
−
| Coming soon
 
−
|}
 
  
 
<br>
 
<br>
  
−
== Multi-user module  ==
+
== Imports module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Importation Modules|Client import and update module]]  
−
|-
 
−
| 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" | Visibility in views, filters, tasks, etc.
 
−
| Coming soon
 
−
|-
 
−
| width="400" | Copy the views and preferences from one user to another
 
−
| Coming soon
 
−
|-
 
−
| width="400" | Change a user password
 
−
| Coming soon
 
−
|}
 
  
−
<br>
+
[[ProDon:Importation Modules|Transaction import]]
  
−
== Imports module  ==
+
[[ProDon:Importation Modules|Commitment import]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| 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
 
−
|-
 
−
| 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
 
−
|-
 
−
| 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>  
+
<br>
  
 
== Commitments module  ==
 
== Commitments module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Prospecting_Module|Prospecting]]  
−
|-
+
 
−
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
| Procedure to enter the information of your prospects
+
 
−
|-
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
+
 
−
| Procedure to manage commitments and explanation of each type of commitments.
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
|-
+
 
−
| width="400" | Procedure to generate commitment transactions 
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
| Coming soon
+
 
−
|-
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+
 
−
| Procedure to guide you with entering commitment by objective.
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
| Procedure to guide you with entering automatic commitments.
+
 
−
|-
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
+
 
−
| Procedure to guide you with automatic type Commitment transactions
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
−
|-
+
 
−
| 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]]  
 
−
| Coming soon
 
−
|}
 
  
 
<br>
 
<br>
 +
 +
== Electronic Transaction Module ==
 +
 +
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 +
 +
[[ProDon:Bank_Rejections|Process Bank Rejections]]
  
 
== Online donation module  ==
 
== Online donation module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
+
 
−
|-
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
+
 
−
| Explanations on how to create a Web form.
+
[[ProDon:Label Configuration|Label Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
+
[[ProDon:Importing Donations|Importing Donations]]  
−
| Explanations on how to configure the customizations of a Web form.
+
 
−
|-
+
[[ProDon:Viewing Donations|Viewing Donations]]  
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
 
−
| Explanations on how to configure the labels of a Web form.
 
−
|-
 
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
 
−
| Explanations on how to import donations online.
 
−
|-
 
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
 
−
| Explanations on how to view imported online donations.
 
−
|-
 
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
 
−
| Explanations on how to find the hyperlink of a Web form.
 
−
|-
 
−
| 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]]
 
−
| Explanations on the integration with Online Donation Forms
 
−
|}
 
  
−
<br>  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
 +
 
 +
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 +
 
 +
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
 +
 
 +
[[ProDon:Back office|Back office]]
 +
 
 +
 
 +
<br>
  
 
== E-mail blast module  ==
 
== E-mail blast module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
|-
 
−
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
 
−
| Procedure to add and modify an E-mail Blast master document.
 
−
|-
 
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 
−
| Procedure to prepare a distribution list.
 
−
|-
 
−
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 
−
| 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>  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 +
 
 +
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 +
 
 +
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 +
 
 +
 
 +
<br>
 +
 
 +
== eReceipt Module ==
 +
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
 +
 
 +
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
 +
 
 +
 
 +
<br>
 +
 
 +
== Update descriptions  ==
 +
 
 +
 
 +
[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=5,001600&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]
 +
 
 +
== Technical documents ==
 +
 
 +
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 +
 
 +
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 +
 
 +
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
 +
 
 +
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 +
 
 +
 
 +
== Training plans ==
 +
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 +
 
 +
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 +
 
 +
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
 +
 
 +
 
 +
== Policies ==
 +
 
 +
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
  
−
== Technical documents  ==
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
|-
 
−
| 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
 
−
|-
 
−
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]  
 
−
| Coming soon
 
−
|}
 
  
−
<br>
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
  
−
== Training plans  ==
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| 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.
 
−
|}
 
  
 
<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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