Difference between revisions of "ProDon:Table of Contents"

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(→‎Couple management)
(→‎Commitments module)
 
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[[ProDon:Client Management|Client Management]]  
 
[[ProDon:Client Management|Client Management]]  
−
 
−
[[ProDon:Client File|Client file]]
 
  
 
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
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[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 +
 +
== Customization of the database  ==
 +
 +
[[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:Default Values|Default Values]]
 +
 +
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 
== Transaction structure configuration  ==
 
== Transaction structure configuration  ==
  
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[[ProDon:Summary Management|Summary Management]]
 
[[ProDon:Summary Management|Summary Management]]
  
−
 
+
== Transaction processing and Deposit loop  ==
−
<br>
+
 
 +
[[ProDon:Transaction_Processing|Transaction Processing]]
 +
 
 +
[[ProDon:Transaction Logging|Transaction Logging]]
 +
 
 +
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
 +
 
 +
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
  
−
== Receipts configuration  ==
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
  
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
  
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
  
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
  
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
  
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
+
[[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]]
  
−
<br>
+
== Commitments module  ==
  
−
== Customization of the database  ==
+
[[ProDon:Prospecting_Module|Prospecting]]
  
−
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
  
−
[[ProDon:Categorie_Management|Categorie_Management]]
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
  
−
[[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
  
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
  
−
[[ProDon:Preferences|Preferences]]  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
  
−
[[ProDon:Default Values|Default Values]]
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
  
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
  
 +
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
  
−
<br>
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
  
−
== Transaction processing and Deposit loop  ==
 
  
−
[[ProDon:Transaction_Processing|Transaction Processing]]
+
<br>
  
−
[[ProDon:Transaction Logging|Transaction Logging]]
+
== Receipts configuration  ==
  
−
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
  
−
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
  
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
  
−
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
  
−
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
  
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 
  
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
+
<br> 
  
−
[[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]]
+
<br>
  
  
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−
<br>
+
<br>  
−
 
 
−
== 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]]
 
  
  

Latest revision as of 11:27, 10 December 2025

Table of Contents



100% Web-based PRODON Hybrid Plan

View Plans

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

Print from the hosted service


100% Web-based PRODON

Prodon Web Integration - For plan subscribers ONLY

Update & Data Backup

Web Update

Performing Data Backup

Restoring Data

General features

Lexicon

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


Clients & Relations

Procedure to add a client

Client Management

Manipulation of client file tabs

Relations

Relations Types

Searching and Eliminating Duplicates

Merging and Deleting a Client

Customization of the database

Categories vs Customized Fields vs Characteristics

Characteristic Management

Customized Field Configuration

Preferences

Default Values

Dynamic Drop-down Lists

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method Management

Period Management

Summary Management

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

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



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

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





Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Ticketing – For plan subscribers ONLY

Ticketing

Ticketing - Detailed Procedure

Ticketing - Activity Configuration

Ticketing - Inventory

Ticketing - Event / Raffle

Ticketing - View and Transfer Tickets

Ticketing - QR code scanning

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

Creating a Client Web form

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 5.0.20

Prodon 5.0.19

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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