Difference between revisions of "ProDon:Table of Contents"

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==== Mass mailing and master documents  ====
 
==== Mass mailing and master documents  ====
  
|-  
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|- | [[ProDon:Master document management|Master Document Management]] | Procedure to create master documents integrated to '''''ProDon'''''.<br> | 2011/08/30<br> | 1<br> | 4.6.5.6<br> | Active<br> |- | [[ProDon:Duplicate a master document|Duplicating a Master Document]] | Procedure to create a new master document based on a '''''ProDon''''' master document. | 2011/07/21 | 1 | 4.6.5.6 | Active |- | [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' Document in the Database]] | Procedure to integrate an existing '''''Word''''' document as master document in the database. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[ProDon:Mass mailing|Mass Mailing]] | Procedure for the use of the mass mailing functions.<br> | 2011/08/30 | 1 | 4.6.5.8 | Active |- | [[ProDon:Mailing history|Mailing History]] | Coming soon | | | | |- | [[ProDon:Labels or envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[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. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br> | 2011/08/30 | 1 | 4.6.5.7 | Active |- | bgcolor="#ffff80" colspan="6" | |- | [[ProDon:Default values|Default Values]]<br> | Coming soon<br> | <br> | <br> | <br> | <br> |- | [[Common functions:Exporting and merging data|Exporting and Merging Data]] | Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document. | 2011/08/30 | 1 | 4.6.5.5 | Active |- | [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]] | Coming soon | | | | |-
| [[ProDon:Master document management|Master Document Management]]  
 
| Procedure to create master documents integrated to '''''ProDon'''''.<br>  
 
| 2011/08/30<br>  
 
| 1<br>  
 
| 4.6.5.6<br>  
 
| Active<br>  
 
|-  
 
| [[ProDon:Duplicate a master document|Duplicating a Master Document]]  
 
| Procedure to create a new master document based on a '''''ProDon''''' master document.  
 
| 2011/07/21  
 
| 1  
 
| 4.6.5.6  
 
| Active  
 
|-  
 
| [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' Document in the Database]]  
 
| Procedure to integrate an existing '''''Word''''' document as master document in the database.  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.7  
 
| Active  
 
|-  
 
| [[ProDon:Mass mailing|Mass Mailing]]  
 
| Procedure for the use of the mass mailing functions.<br>  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.8  
 
| Active  
 
|-  
 
| [[ProDon:Mailing history|Mailing History]]  
 
| Coming soon  
 
|  
 
|  
 
|  
 
|  
 
|-  
 
| [[ProDon:Labels or envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.7  
 
| Active  
 
|-  
 
| [[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.  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.7  
 
| Active  
 
|-  
 
| [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
 
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br>  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.7  
 
| Active  
 
|-  
 
| bgcolor="#ffff80" colspan="6"  
 
|  
 
|-  
 
| [[ProDon:Default values|Default Values]]<br>  
 
| Coming soon<br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
| <br>  
 
|-  
 
| [[Common functions:Exporting and merging data|Exporting and Merging Data]]  
 
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.  
 
| 2011/08/30  
 
| 1  
 
| 4.6.5.5  
 
| Active  
 
|-  
 
| [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]]  
 
| Coming soon  
 
|  
 
|  
 
|  
 
|  
 
|-  
 
| bgcolor="#ffff80" colspan="6"
 
|
 
  
 
==== Analysis and reports  ====
 
==== Analysis and reports  ====

Revision as of 11:22, 2 September 2011

Template:Header ProDon

Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.

Analysis and reports

Title Description Revision Rev. no. Version Status

Unclassified

Lexicon Coming soon
Web Update
Procedure to update your application. 2011/06/14 1 4.6.5.5 Active
Saving Data Procedure to perform a data backup. 2011/07/12 1 4.6.5.5 Active
Restoring Data Procedure to perform a data restore. 2011/07/12 1 4.6.5.5 Active

Configuration

Characteristic Management Coming soon
Period Management Procedure to create, manage and use periods. 2011/07/21 1 4.6.5.5 Active
Region Management Procedure to create, manage and use regions. 2011/07/12 1 4.6.5.5 Active
Summary Management Coming soon
User Management Coming soon
Drop-down Dynamic Lists Coming soon
Preferences Coming soon
Receipts Coming soon

Client

Client Management
Explanations on the elements present in the client management and in the client file.
2011/08/12
1
4.6.5.7
Active
Contacts and Links Coming soon
Researching and Eliminating Duplicates Procedure to research and eliminate duplicates. 2011/07/21 1 4.6.5.5 Active
Merging and Deleting a Client Coming soon

Transaction, occasion and batch processing

Donation Occasion Management
Coming soon




Transaction Logging Coming soon
Different Clients of a Transaction Coming soon
Processing Receipts to be Issued Coming soon
Processing Documents to be Issued Coming soon
In Memoriam Gifts Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. 2011/08/30 1 4.6.5.5 Active
Participant Management Procedure to configure and use the notion of participant. 2011/07/21 1 4.6.5.5 Active
Cancelling a Transaction Coming soon
Steps on How to Make a Deposit Coming soon

Search, query and information extraction

Client and Individual vs Other Fields Explanations on the use of these fields.
2011/07/12
1
4.6.5.5
Active
Search Bar Explanations on the search bar. 2011/07/22 1 4.6.5.7 Active
Filter Data (Queries) Explanations on the "Filter Data" tool.
2011/08/12 1 4.6.5.5 Active
View Management Coming soon
Customized Lists Coming soon

Mass mailing and master documents

Custom Reports
Coming soon




Analysis Summary Explanations concerning the use of summaries in "Analysis and history". 2011/08/30 1 4.6.5.8 Active

Add-on Modules (requires purchasing of corresponding modules)

Accounting Integration Module Coming soon
Importation Modules Configuration and use of importation modules to import data from CSV files. 2011/04/07 24 4.6.3.24 Active
Beneficiary Module Coming soon
Prospecting and Commitment Module Coming soon
Invoicing Module Coming soon
E-Mail Blast Module Coming soon

Appendix A - Technical documents

coming soon





Document name: ProDon:Table of Contents