|
|
| (106 intermediate revisions by 8 users not shown) |
| Line 1: |
Line 1: |
| − | {{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]]
| + | [[ProDon:Period Management|Period Management]] |
| − | | 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.
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Summary Management|Summary Management]]
| |
| − | | Procedure to create summaries that are used in master documents and custom reports.
| |
| − | |}
| |
| | | | |
| − | <br>
| + | [[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]]
| |
| − | | 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: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:Origin Code Management|Origin Code Management]] |
| | + | |
| | + | [[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 == | | == 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]]
| + | [[ProDon:Categorie_Management|Categorie_Management]] |
| − | | Comparison and use of the 3 customization methods.
| + | |
| − | |- | + | [[ProDon:Characteristic Management|Characteristic Management]] |
| − | | width="400" | Categories
| + | |
| − | | Procedure to create and use categorie.
| + | [[ProDon:Customized Field Configuration|Customized Field Configuration]] |
| − | |-
| + | |
| − | | 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> | + | <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.
| |
| | | | |
| − | |}
| |
| | | | |
| | <br> | | <br> |
| Line 171: |
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|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> | | <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 233: |
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'''''.
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| |
| − | | Procedure to create a new master document based on a '''''ProDon''''' master document.
| |
| − | |-
| |
| − | | 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.
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| |
| − | | Procedure for the use of the mass mailing functions.
| |
| − | |-
| |
| − | | 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>
| + | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]] |
| | + | |
| | + | [[ProDon:Mass Mailing|Mass Mailing]] |
| | + | |
| | + | [[ProDon:Mailing History|Mailing History]] |
| | + | |
| | + | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] |
| | + | |
| | + | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] |
| | | | |
| − | == Available modules ==
| + | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] |
| | | | |
| − | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Accounting Integration Module|Accounting Integration 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:Invoicing Module|Invoicing Module]]
| |
| − | | Coming soon
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| |
| − | | Coming soon
| |
| − | |}
| |
| | | | |
| | <br> | | <br> |
| | | | |
| − | == Multiuser module == | + | == Available modules == |
| | + | |
| | + | [[ProDon:Accounting Integration Module|Accounting Integration Module]] |
| | + | |
| | + | [[ProDon:Beneficiaries Module|Beneficiaries 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> | | <br> |
| Line 305: |
Line 198: |
| | == Imports module == | | == Imports module == |
| | | | |
| − | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| + | [[ProDon:Importation Modules|Client import and update module]] |
| − | |-
| + | |
| − | | width="400" | [[ProDon:Importation Modules|Client import and update module]]
| + | [[ProDon:Importation Modules|Transaction import]] |
| − | | Configuration and use of importation modules to import clients from '''''CSV''''' files.
| + | |
| − | |-
| + | [[ProDon:Importation Modules|Commitment import]] |
| − | | 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]]
| |
| − | | Procedure to help you edit the commitment payment information.
| |
| − | |}
| |
| | | | |
| | <br> | | <br> |
| | + | |
| | == Electronic Transaction Module == | | == Electronic Transaction Module == |
| | | | |
| − | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| + | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]] |
| − | |-
| + | |
| − | | width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| + | [[ProDon:Bank_Rejections|Process Bank Rejections]] |
| − | | Procedure to help with the processing of bank rejects.
| |
| − | |}
| |
| | | | |
| | == 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.
| + | [[ProDon:URL Address of the Form|URL Address of the Form]] |
| − | |-
| + | |
| − | | width="400" | [[ProDon:Importing Donations|Importing Donations]]
| + | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]] |
| − | | Explanations on how to import donations online.
| + | |
| − | |-
| + | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]] |
| − | | width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| + | |
| − | | Explanations on how to view imported online donations.
| + | [[ProDon:Back office|Back office]] |
| − | |-
| + | |
| − | | width="400" | [[ProDon:URL Address of the Form|URL 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.
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Back office|Back office]]
| |
| − | | Explanation to help the user to understand the Back office.
| |
| − | |}
| |
| | | | |
| | <br> | | <br> |
| Line 420: |
Line 265: |
| | == 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]]
| + | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]] |
| − | | Procedure to add and modify an E-mail Blast master document.
| + | |
| − | |-
| + | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]] |
| − | | width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| + | |
| − | | Procedure to prepare a distribution list.
| + | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]] |
| − | |-
| + | |
| − | | 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> | | <br> |
| | | | |
| | == eReceipt Module == | | == eReceipt Module == |
| − | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| + | [[ProDon:Client_file's_eReceipt_options|eReceipt options]] |
| − | |-
| |
| − | | width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| |
| − | | Procedure to enter and process electronic transactions.
| |
| − | |-
| |
| − | | width="400" | [[ProDon:Client_file's_eReceipt_options|Client file's eReceipt options]]
| |
| − | | Coming soon
| |
| − | |-
| |
| − | |}
| |
| − | <br>
| |
| | | | |
| − | == Technical documents ==
| + | [[ProDon:Thank-you_email_configuration|Thank-you email configuration]] |
| | | | |
| − | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| |
| − | |-
| |
| − | | 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> | | <br> |
| | + | |
| | == Update descriptions == | | == Update descriptions == |
| | | | |
| − | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
| |
| − | |-
| |
| − | | width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
| |
| − | |List of changes and corrections.
| |
| − | |-
| |
| − | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
| |
| − | |List of changes and corrections.
| |
| − | |-
| |
| − | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
| |
| − | |List of changes and corrections.
| |
| − | |-
| |
| − | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000100&l=1&w=5,000199 ProDon 5.0.1]
| |
| − | |List of changes and corrections.
| |
| − | |-
| |
| − | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000000&l=1&w=5,000099 ProDon 5.0.0]
| |
| − | |List of changes and corrections.
| |
| − | |-
| |
| − | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=4,070300&l=1&w=4,070399 ProDon 4.7.3]
| |
| − | |List of changes and corrections.
| |
| − | |}
| |
| | | | |
| − | <br>
| + | [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] |
| | | | |
| − | == Training plans ==
| + | [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" | [[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>
| + | [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy] |
| | | | |
| − | == Training Documents(PDF) ==
| + | [https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement] |
| | | | |
| − | {| 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" |[http://logilys.com/documents/occasion_structure_template.pdf Occasions - Templates]
| |
| − | |Coming soon. Occasion structure (example and template).
| |
| − | |-
| |
| − | |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.
| |
| − | |-
| |
| − | |Deposit report - Batch transactions
| |
| − | |Coming soon. Example of a deposit report.
| |
| − | |-
| |
| − | |Deposit report - Deposit slip
| |
| − | |Coming soon. Example of a deposit report.
| |
| − | |-
| |
| − | |Deposit report - Deposit summary
| |
| − | |Coming soon. Example of a deposit report.
| |
| − | |-
| |
| − | |In Memoriam Gift report - Donor list
| |
| − | |Coming soon. Example of an In Memoriam Gifts report.
| |
| − | |-
| |
| − | |Receipt - Canada
| |
| − | |Coming soon. Example of a fiscal receipt.
| |
| − | |-
| |
| − | |Receipt - France
| |
| − | |Coming soon. Example of a fiscal receipt.
| |
| − | |}
| |
| | | | |
| | <br> | | <br> |
| | {{Footer_ProDon}}<br> | | {{Footer_ProDon}}<br> |
