Difference between revisions of "ProDon:Table of Contents"
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| [[ProDon:Default Values|Default Values]] | | [[ProDon:Default Values|Default Values]] | ||
| − | | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. | + | | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. |
| − | | 2011/11/25 | + | | 2011/11/25 |
| − | | 1 | + | | 1 |
| − | | 4.6.6.5 | + | | 4.6.6.5 |
| Active | | Active | ||
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| Line 271: | Line 271: | ||
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| [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | ||
| − | | | + | | Procedure to cancel a transaction and to understand the impact on the reports.<br> |
| − | | <br> | + | | 2011/11/25<br> |
| − | | <br> | + | | 1<br> |
| − | | <br> | + | | 4.6.6.5<br> |
| − | | <br> | + | | Active<br> |
|- | |- | ||
| Compiling Time Bank | | Compiling Time Bank | ||
Revision as of 15:31, 25 November 2011
Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
| Title | Description | Revision | Rev. no. | Version | Status |
|---|---|---|---|---|---|
Contents
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 | |||||
| Customized Field Configuration | Coming soon | ||||
| Campaign Management | Coming soon | ||||
| Characteristic Management | Coming soon | |
|
|
|
| General Ledger Account 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 | Procedure to create summaries that are used in master documents and custom reports. | 2011/10/24 |
1 |
4.6.5.13 |
Active |
| User Management | Coming soon | |
|
|
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| Dynamic Drop-down Lists | Coming soon | |
|
|
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| Preferences | Coming soon | |
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|
|
| Default Values | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. | 2011/11/25 | 1 | 4.6.6.5 | Active |
Receipts | |||||
| General Configuration of the Receipt | Explanations on the settings relating to receipts. |
2011/09/29 |
1 |
4.5.6.11 |
Active |
| Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. | 2011/10/19 |
1 |
4.5.6.11 |
Active |
| Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
2011/09/29 | 1 | 4.6.5.11 | Active |
| Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
2011/10/19 |
1 |
4.6.5.13 |
Active |
| Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
2011/09/29 | 1 | 4.6.5.11 | Active |
| [[ProDon:|"To be calculated" Status to "To be issued"]] | Coming soon | |
|
|
|
| List of Receipts Issued and/or Cancelled | Coming soon | |
|
|
|
| Cancelling a Receipt | Coming soon | |
|
|
|
| Modifying the Owner of a Receipt | 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 | |
|
|
|
| Searching and Eliminating Duplicates | Procedure to search and eliminate duplicates. | 2011/06/28 | 1 |
4.6.5.5 | Active |
| Merging and Deleting a Client | Procedure to eliminate a known duplicate. | 2011/10/04 | 1 |
4.5.6.13 | Active |
Transactions, Occasions and Batch Processing | |||||
| Donation Occasion Management |
Explanations for creating and managing donation occasions. Revenues and expenditures. |
2011/11/15 |
1 |
4.5.6.13 |
Active |
| Transaction Logging | Coming soon | |
|
|
|
| Different Clients of a Transaction | Coming soon | |
|
|
|
| Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. | 2011/10/19 |
1 |
4.6.5.13 |
Active |
| 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 | Procedure to cancel a transaction and to understand the impact on the reports. |
2011/11/25 |
1 |
4.6.6.5 |
Active |
| Compiling Time Bank | 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 | |||||
| Master Document Management | Procedure to create master documents integrated to ProDon. |
2011/08/30 |
1 |
4.6.5.6 |
Active |
| 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 |
| 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 |
| Mass Mailing | Procedure for the use of the mass mailing functions. |
2011/08/30 | 1 | 4.6.5.8 | Active |
| Mailing History | Procedure for the configuration, the creation and the use of mailings. | 2011/09/26 |
1 |
4.6.5.10 |
Active |
| 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 |
| 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 |
| Labels or Envelopes Word 2010 | Procedure to create labels or envelopes master documents if your Word version is from 2010. |
2011/08/30 | 1 | 4.6.5.7 | Active |
Multi-management | |||||
| 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 |
| Task and History Management (CRM) | Coming soon | |
|
|
|
| Categories vs Characteristics vs Customized Fields | Coming soon | ||||
Analysis and Reports | |||||
| Custom Reports |
Procedure to configure and use custom reports. |
2011/08/17 |
1 |
4.6.5.8 |
Active |
| 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 |
| Beneficiaries Module | Coming soon | |
|
|
|
| Prospecting and Commitments Module | Coming soon | |
|
|
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| Invoicing Module | Coming soon | |
|
|
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| E-Mail Blast Module | Coming soon | |
|
|
|
| Multi-organization Module | Coming soon | ||||
Appendix A - Technical Documents | |||||
| coming soon | |
|
|
|
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Document name: ProDon:Table of Contents
