Difference between revisions of "ProDon:Table of Contents"

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[[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]  
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Procedure to enter the number of hours worked (e.g. volunteer work).
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Revision as of 15:19, 14 February 2012

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





Origin Code Management

Coming soon

General Ledger Account Management

Coming soon

Payment Method 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

Explanations on the user and the system preferences of ProDon.

2012/02/07

1

4.6.6.5

Active

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 Issued and/or Cancelled Receipts

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





Expenditure 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

Procedure to enter the number of hours worked (e.g. volunteer work).

2012/02/14

1

4.6.6.7

Active

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


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