Difference between revisions of "ProDon:Donation Occasion Management"
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== Donation Occasion Management == | == Donation Occasion Management == | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 448px; height: 434px;" class="wikitable" |
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− | To go to the "Donation Occasion Management", from the software home page, click on the "Transactions" menu, then select "[[Image: | + | To go to the "Donation Occasion Management", from the software home page, click on the "Transactions" menu, then select "[[Image:Bouton Occasion de dons.png]] Donation occasions". |
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− | | [[Image: | + | | [[Image:Donation Occasion Management 001.png]]<br> |
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− | {| | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 638px; height: 566px;" |
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| colspan="2" | | | colspan="2" | | ||
− | After clicking on "[[Image: | + | After clicking on "[[Image:Bouton Occasion de dons.png]] Donation occasions", this window opens. |
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− | | colspan="2" | <br> | + | | colspan="2" | [[Image:Donation_Occasion_Management_002.png]]<br> |
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− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''The "Donation occasions" tab contains all the active donation occasions. |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">B: </span>'''The "Beneficiary occasions" tab contains the beneficiary occasions. For more details concerning the beneficiary occasions, consult this procedure. | ||
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− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Deactivated occasions" contains the deactivated donation occasions. To learn how to reactivate a donation occasion, click here. |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''It is the list of donation occasions active in the database. | ||
+ | |||
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− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_add_plus.png]] button allows you to create a new donation occasion. |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a donation occasion. To do so, select the donation occasion to be modified, then click on the [[Image:Button_Edit.png]] button, or simply double-click on the donation occasion to be modified. | ||
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− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button_cancel.png]] button allows you to deactivate a donation occasion. To do so, select the donation occasion to be deactivated, then click on the [[Image:Button_cancel.png]] button. After clicking on the button, the donation occasion will be found in the "Deactivated occasions" tab. For more details, see letter <span style="color: rgb(255, 0, 0);">'''C'''</span>. |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a donation occasion from the list. | ||
+ | |||
+ | '''NOTE:''' This option is not recommended, it is preferable to deactivate an occasion rather than delete it. | ||
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− | | colspan="2" | | + | | colspan="2" | |
+ | After clicking on the [[Image:Button_Edit.png]] or [[Image:Button_add_plus.png]] button, this window opens. | ||
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| colspan="2" | <br> | | colspan="2" | <br> |
Revision as of 15:26, 24 October 2011
Contents
Introduction
A donation occasion is a source of funding. It is the centre of ProDon's financial structure. An event is a donation occasion; but other sources of revenues, such as general donations or planned gifts are also donation occasions. Each of the donation occasions comprises activities and expenses.
For instance :
For a gala dinner, it is possible to define:
The activities that generate revenues, such as:
- Tickets
- Platinum Sponsorship
- Gold Sponsorship
- Donations
The expenses for carrying out of the gala dinner, such as:
- Reception hall rental
- Caterer
- Entertainement expenses
For an annual fundraising campaign, it is possible to define:
The solicitation activities, such as:
- First mailing
- Second mailing as reminder
- First mailing - Commitment (recurring donations, requires the commitment module)
- Second mailing - Commitment (recurring donations, requires the commitment module)
- Unsolicitated donations
The expenses for carrying out the campaign, such as:
- Postal charges
- Promotional material
NOTE: For donation occasions related to "In Memoriam Gifts" and "Beneficiary Donation Occasions", first consult these documents:
- In Memoriam Gifts
- Beneficiary Module
Donation Occasion Management
To go to the "Donation Occasion Management", from the software home page, click on the "Transactions" menu, then select " Donation occasions". |
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Adding / Editing a Donation Occasion
Main Window / Editing a Donation Occasion
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"Documents" Tab
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"Custom. fields" Tab
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"Link client(s)" Tab
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"Others" Tab
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"Note" Tab
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Adding /Editing a Revenue Activity
Main screen / Editing an Activity
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"Documents" Tab
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"Custom. fields" Tab
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"Others" Tab
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"Characteristics" Tab
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"Trans. Charact." Tab
"Commit. charact." Tab
"Participants" Tab
Adding / Editing an Expenditure Activity
Document name: ProDon:Donation Occasion Management