Difference between revisions of "ProDon:Table of Contents"
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[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans] | [https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans] | ||
| − | == | + | == Hosted service == |
| + | [https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service] | ||
| − | [ | + | [https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service] |
| − | [ | + | [https://scribehow.com/viewer/Copy_files_from_the_hosted_service_to_the_computer__1Gww-1c3QEqP5_KEotwKBg Copy files from the hosted service to the computer] |
| − | [ | + | [https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service] |
| − | [ | + | [https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service] |
| − | |||
| − | [[ | + | '''<u>100% Web-based PRODON</u>''' |
| + | |||
| + | [https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - <span style="color: rgb(255, 0, 0);">'''For plan subscribers ONLY'''</span> | ||
| + | |||
| + | == Update & Data Backup == | ||
| + | [[Common functions:Web Update|Web Update]] | ||
| + | |||
| + | [[Common functions:Performing Data Backup|Performing Data Backup]] | ||
| + | |||
| + | [[Common functions:Restoring Data|Restoring Data]] | ||
| + | |||
| + | == General features == | ||
| − | [[ | + | [[ProDon:Lexicon|Lexicon]] |
[[ProDon:Region Management|Region Management]] | [[ProDon:Region Management|Region Management]] | ||
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[[ProDon:Change_user_password|Change a user password]] | [[ProDon:Change_user_password|Change a user password]] | ||
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| − | |||
| − | + | == Clients & Relations == | |
| − | [[ProDon | + | [[ProDon Procedure to add a client|Procedure to add a client]] |
| − | + | [[ProDon:Client Management|Client Management]] | |
| − | [[ProDon: | + | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]] |
| − | [[ProDon: | + | [[ProDon:Relations|Relations]] |
| − | [[ProDon: | + | [[ProDon:Relation_Types|Relations Types]] |
| − | [[ProDon: | + | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] |
| − | [[ProDon: | + | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]] |
| − | + | == Customization of the database == | |
| − | [[ProDon: | + | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]] |
| + | [[ProDon:Characteristic Management|Characteristic Management]] | ||
| − | + | [[ProDon:Customized Field Configuration|Customized Field Configuration]] | |
| − | + | [[ProDon:Preferences|Preferences]] | |
| − | [[ProDon: | + | [[ProDon:Default Values|Default Values]] |
| − | [[ | + | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] |
| + | == Transaction structure configuration == | ||
| − | [[ProDon: | + | [[ProDon:Campaign Management|Campaign Management]] |
| − | [[ProDon: | + | [[ProDon:Origin Code Management|Origin Code Management]] |
| − | [[ProDon: | + | [[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: | + | [[ProDon:Payment Method Management|Payment Method Management]] |
| − | [[ProDon: | + | [[ProDon:Period Management|Period Management]] |
| − | [[ProDon: | + | [[ProDon:Summary Management|Summary Management]] |
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== Transaction processing and Deposit loop == | == Transaction processing and Deposit loop == | ||
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[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] | ||
| − | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] | + | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] |
| + | |||
| + | == Commitments module == | ||
| + | |||
| + | [[ProDon:Prospecting_Module|Prospecting]] | ||
| + | |||
| + | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]] | ||
| + | |||
| + | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]] | ||
| + | |||
| + | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]] | ||
| + | |||
| + | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]] | ||
| + | |||
| + | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]] | ||
| + | |||
| + | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]] | ||
| + | |||
| + | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]] | ||
| + | |||
| + | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]] | ||
| + | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]] | ||
<br> | <br> | ||
| − | == | + | == Receipts configuration == |
| + | |||
| + | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] | ||
| − | [[ProDon | + | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] |
| − | [[ProDon: | + | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] |
| − | [[ProDon: | + | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] |
| − | [[ProDon: | + | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] |
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=== Classic Prodon === | === Classic Prodon === | ||
| − | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]] | + | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]] |
| + | |||
| + | [https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form] | ||
[[ProDon:Creating a Web Form|Creating a Web Form]] | [[ProDon:Creating a Web Form|Creating a Web Form]] | ||
Latest revision as of 11:27, 10 December 2025
| Table of Contents |
Contents
- 1 100% Web-based PRODON Hybrid Plan
- 2 Hosted service
- 3 Update & Data Backup
- 4 General features
- 5 Protection of personal information (Law 25)
- 6 User management
- 7 Clients & Relations
- 8 Customization of the database
- 9 Transaction structure configuration
- 10 Transaction processing and Deposit loop
- 11 Commitments module
- 12 Receipts configuration
- 13 Multi-management / Information extraction
- 14 Mass mailing and master documents
- 15 Available modules
- 16 Imports module
- 17 Electronic Transaction Module
- 18 Online donation module
- 19 E-mail blast module
- 20 eReceipt Module
- 21 Update descriptions
- 22 Technical documents
- 23 Training plans
- 24 Policies
100% Web-based PRODON Hybrid Plan
Hosted service
Connection to the hosted service
Disconnecting from the hosted service
Copy files from the hosted service to the computer
Copy files from the computer to the hosted service
100% Web-based PRODON
Prodon Web Integration - For plan subscribers ONLY
Update & Data Backup
General features
Protection of personal information (Law 25)
User management
Visibility in views, filters, tasks, etc.
Copy user preferences to another user
Clients & Relations
Manipulation of client file tabs
Searching and Eliminating Duplicates
Customization of the database
Categories vs Customized Fields vs Characteristics
Customized Field Configuration
Transaction structure configuration
Accounting System Links Management
Transaction processing and Deposit loop
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Commitments module
Commitment Management (Objective vs Automatic)
Entering a commitment by objective
Entering an automatic commitment
Automatic Commitment Transactions
Mass Mailing, follow-ups and reminders for commitments by objective
Mass Mailing, follow-ups and reminders for automatic commitments
Link one or more transactions to a commitment
Edit Commitment Payment Information
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'
Multi-management / Information extraction
Client and Individual vs Other Fields
Mass mailing and master documents
Integrating a Word Document in the Database
Labels or Envelopes Word 2002-2003
Available modules
Imports module
Client import and update module
Electronic Transaction Module
Online donation module
Ticketing – For plan subscribers ONLY
Ticketing - Detailed Procedure
Ticketing - Activity Configuration
Ticketing - View and Transfer Tickets
Ticketing - "Tickets" tab in the Prodon web form
Ticketing - Drawing - Regulatory requirements
Frequently Asked Questions (FAQ)
Ticketing - Frequently Asked Questions (FAQ)
Form Designer – For plan subscribers ONLY
Form Designer - Add / edit your Web form title
Form Designer - General Options
Form Designer - Editing Donor Information
Form Designer - Changing Email Options
Form Designer - Modifying the total amount
Form Designer - Modifying donor address options
Form Designer - Adding or Editing Themes
Form Designer - Adding or Editing Image Groups
Frequently Asked Questions (FAQ)
Form designer - Frequently Asked Questions (FAQ)
Classic Prodon
Home Page and Website Configuration
Web Form Customization Configuration
Web Form Parameters (Online Donation Module)
Integration with Online Donation Forms
E-mail blast module
Preparing the Distribution List
eReceipt Module
Update descriptions
Technical documents
Hardware and software requirements
Sending domain authentifications
Office 365 for our LogiCloud hosting service
Training plans
Policies
IMakeAnOnlineDonation Confidentiality policy
Logilys Confidentiality policy
Document name: ProDon:Table of Contents