ProDon:Table of Contents

Template:Header ProDon

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
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
Dynamic Drop-down Lists	Coming soon
Preferences	Coming soon
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
Categories vs Characteristics vs Customized Fields	Coming soon
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
'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
Entry of Volunteer Hours	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
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
View Management	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
Invoicing Module	Coming soon
E-Mail Blast Module	Coming soon
Multi-organization Module	Coming soon
Appendix A - Technical Documents
Coming soon

---

Document name: ProDon:Table of Contents

Printable version