Difference between revisions of "ProDon:Donation Occasion Management"
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This tab allows you to document a client, other than the payer of the transaction. For example, if a donation in honour of someone is done, "Client No. 1" could be the person to be honoured, then "Client No. 2" could be the person to be notified of the receipt of the gift. <br> | This tab allows you to document a client, other than the payer of the transaction. For example, if a donation in honour of someone is done, "Client No. 1" could be the person to be honoured, then "Client No. 2" could be the person to be notified of the receipt of the gift. <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 498px; height: 312px;" class="wikitable" |
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− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Donation Occasion Management 006.png]]<br> |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If this box is checked, it is possible to link a client when entering each transaction for this donation occasion. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If this box is checked, it is possible to link a client when entering each transaction for this donation occasion. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is impossible to record a transaction if no linked client is associated with the transaction. | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is impossible to record a transaction if no linked client is associated with the transaction. |
|- | |- | ||
− | | width="50%" | <br> | + | | width="50%" | |
− | | width="50%" | <br> | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to indicate the label of the linked client No. 1, for example, "Person to be honoured".<br> |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to do a shortlisting of the clients of the database to search the linked client. For instance, if the box "From the following category" were checked and that a "Clients to be honoured" category had been created, it would be possible to select this category in order to search the client from a smaller selection, rather than searching the client among "All" the clients of the database.<br> | ||
+ | |||
+ | '''NOTE: '''To edit or delete categories, from the software home page, click on the "Clients" menu, then select " [[Image:Bouton catégories de client.png]] Categories of clients".<br> | ||
+ | |||
|} | |} | ||
<br> | <br> | ||
− | {| | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 504px; height: 329px;" |
|- | |- | ||
− | | colspan="2" | <br> | + | | colspan="2" | [[Image:Donation Occasion Management 007.png]]<br> |
|- | |- | ||
− | | width="50%" | <br> | + | | width="50%" | |
− | | width="50%" | <br> | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If this box is checked, it is possible to link a second client when entering each transaction of this donation occasion.<br> |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is impossible to enter any transaction if the two lonked clients are not associated with the transaction.<br> | ||
+ | |||
|- | |- | ||
− | | width="50%" | <br> | + | | width="50%" | |
− | | width="50%" | <br> | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to indicate the label of the linked client No. 2, for example, "Person to be notified".<br> |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to do a shortlisting of the clients of the database to search the linked client. For instance, if the box "From the following category" were checked and that a "Clients to be notified" category had been created, it would be possible to select this category in order to search the client from a smaller selection, rather than searching the client among "All" the clients of the database.<br> '''NOTE: '''To edit or delete categories, from the software home page, click on the "Clients" menu, then select " [[Image:Bouton catégories de client.png]] Categories of clients". | ||
+ | |||
|} | |} | ||
+ | |||
+ | |||
<br> | <br> | ||
− | {| | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 484px; height: 601px;" |
|- | |- | ||
− | | colspan="2" | <br> | + | | colspan="2" | [[Image:Donation_Occasion_Management_008.png]]<br> |
|- | |- | ||
− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''If this box is checked, it is possible to automatically link the person to be notified to the person to be honoured once a first transaction is entered for this donation occasion. The link between "Client No. 1" and "Client No. 2" will be created in their client files. |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">B: </span>'''This box allows you to indicate the link, for example, "Person to be honoured / Person to be notified". For more details on links, consult this procedure. | ||
+ | |||
|- | |- | ||
− | | width="50%" | < | + | | width="50%" | |
− | | width="50%" | < | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''If this box is checked, the reverse link is used, for example, instead of "Person to be honoured / Person to be notified" in <span style="color: rgb(255, 0, 0);">'''B'''</span>, it would be "Person to be notified / Person to be honoured". |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">D: </span>'''By clicking on the [[Image:Button_link_type.png]] button, it is possible to add a new link type. | ||
+ | |||
|} | |} | ||
− | <br> | + | <br> |
==== "Other" Tab ==== | ==== "Other" Tab ==== |
Revision as of 16:06, 25 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 expenditures.
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 expenditures 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 expenditures 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
"Documents" Tab
This tab allows you to choose the documents to be issued once the donation transaction is transferred. This document can, for instance, be a thank-you letter that will be sent to the donor. For more details concerning the documents to be issued, click here.
"Cust. field" Tab
This tab allows you to activate customized fields to manage notions that do not exist in ProDon.
"Client link" Tab
This tab allows you to document a client, other than the payer of the transaction. For example, if a donation in honour of someone is done, "Client No. 1" could be the person to be honoured, then "Client No. 2" could be the person to be notified of the receipt of the gift.
"Other" 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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"Cust. field" Tab
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"Other" 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