Difference between revisions of "ProDon:Table of Contents test"
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− | {{ | + | {{Header_TOC}}<br> |
<br> | <br> | ||
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<br> | <br> | ||
− | == | + | == General == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| width="400" | [[ProDon:Lexicon|Lexicon]] <br> | | width="400" | [[ProDon:Lexicon|Lexicon]] <br> | ||
− | | | + | | Summary list of the main terms of the software.<br> |
|- | |- | ||
| width="400" | [[Common functions:Web Update|Web Update]] | | width="400" | [[Common functions:Web Update|Web Update]] | ||
− | | | + | | Procedure to update your application. |
|- | |- | ||
− | | width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]] | + | | width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]] |
− | | | + | | Procedure to perform a data backup. |
|- | |- | ||
| width="400" | [[Common functions:Restoring Data|Restoring Data]] | | width="400" | [[Common functions:Restoring Data|Restoring Data]] | ||
− | | | + | | Procedure to perform a data restore. |
|} | |} | ||
<br> | <br> | ||
− | == | + | == General Configuration == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Preferences|Preferences]]<br> |
− | | | + | | Explanations on the user and the system preferences of '''''ProDon'''''.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Default Values|Default Values]]<br> |
− | | | + | | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.<br> |
|- | |- | ||
− | | width="400" | [[ | + | | width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]<br> |
− | | | + | | Procedure to use dynamic drop-down lists.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Period Management|Period Management]]<br> |
− | | | + | | Procedure to create, manage and use periods.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Region Management|Region Management]]<br> |
− | | | + | | Procedure to create, manage and use regions. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Summary Management|Summary Management]]<br> |
− | | | + | | Procedure to create summaries that are used in master documents and custom reports.<br> |
|} | |} | ||
<br> | <br> | ||
− | == | + | == Transaction structure configuration == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Campaign Management|Campaign Management]]<br> |
− | | | + | | Explanations on how to create and manage campaigns.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Origin Code Management|Origin Code Management]]<br> |
− | | | + | | Procedure to create origin codes.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Chart of Account Management|Chart of Account Management]]<br> |
− | | | + | | Procedure to create General Ledger accounts.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]<br> |
− | | | + | | Explanations for creating and managing donation occasions. Revenues and expenditures. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]<br> |
− | | | + | | Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Participant Management|Participant Management]]<br> |
− | | | + | | Procedure to configure and use the notion of participant. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Item Management|Item Management]]<br> |
− | | | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Payment Method Management|Payment Method Management]]<br> |
− | | | + | | Procedure to create payment methods. <br> |
|} | |} | ||
<br> | <br> | ||
− | == | + | == Receipts configuration == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] |
− | | | + | | Explanations on the settings relating to receipts. <br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] |
− | | | + | | Procedure to configure a standard type receipt. <br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] |
− | | | + | | Procedure to configure a '''''Word''''' type receipt. <br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] |
− | | | + | | Procedure to configure a thank-you letter integrated to a receipt. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] |
− | | | + | | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". <br> |
|} | |} | ||
<br> | <br> | ||
− | == | + | == Customization of the data base == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]<br> |
− | | | + | | Comparison and use of the 3 customization methods.<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Categories<br> |
− | | | + | | Procedure to create and use categorie.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Characteristic Management|Characteristic Management]]<br> |
− | | | + | | Procedure to create, manage and use characteristics.<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]<br> |
− | | | + | | Procedure to create and use customized fileds.<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]<br> |
− | | | + | | Simplified transaction processing<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Transactions management<br> |
− | | | + | | Comming soon |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Transaction Logging|Transaction Logging]] |
− | | <br> | + | | Procedure that explains how to enter different types of transactions.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]<br> |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] |
− | | <br> | + | | Procedure explaining the entry of expenditure transactions. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]] |
− | | <br> | + | | Procedure to credit a transaction.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]] |
− | | <br> | + | | Procedure to enter the number of hours worked (e.g. volunteer work). <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]] |
− | | <br> | + | | Procedure that explains how to validate and transfer a transaction batch.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]] |
− | | <br> | + | | Procedure for the issuance of receipts following transactions entry. <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] |
− | | <br> | + | | Procedure for the issuance of documents following the entry of transactions.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] |
− | | <br> | + | | Procedure to cancel a transaction and to understand the impact on the reports.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] |
− | | <br> | + | | Procedure to cancel, reissue or reprint receipts.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] |
− | | <br> | + | | Procedure to view the list of issued and/or cancelled receipts.<br> |
|} | |} | ||
− | <br> | + | <br> |
== Clients == | == Clients == | ||
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|- | |- | ||
| width="400" | Procédure d'ajout d'un client | | width="400" | Procédure d'ajout d'un client | ||
− | | | + | | Coming soon |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Client Management|Client Management]]<br> |
− | | | + | | Explanations on the elements present in the client management and in the client file. |
|- | |- | ||
| width="400" | Fiche client | | width="400" | Fiche client | ||
− | | | + | | Coming soon |
|- | |- | ||
| width="400" | Manipulation des onglets de la fiche client | | width="400" | Manipulation des onglets de la fiche client | ||
− | | | + | | Coming soon |
|- | |- | ||
− | | width="400" | [[ProDon:Contacts | + | | width="400" | [[ProDon:Contacts and Links|Contacts and Links]] |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]<br> |
− | | <br> | + | | Procedure to search and eliminate duplicates.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]<br> |
− | | <br> | + | | Procedure to eliminate a known duplicate.<br> |
|} | |} | ||
<br> | <br> | ||
− | == Multi-gestions / Extraction d'information | + | == Multi-gestions / Extraction d'information == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ | + | | width="400" | [[Common functions:View Management|View Management]]<br> |
− | | <br> | + | | Procedure to configure views in the different managements.<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Client | + | | width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] |
− | | <br> | + | | Explanations on the use of these fields.<br> |
|- | |- | ||
− | | width="400" | [[ | + | | width="400" | [[Common functions:Search Bar|Search Bar]]<br> |
− | | <br> | + | | Explanations on the search bar.<br> |
|- | |- | ||
− | | width="400" | [[ | + | | width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]<br> |
− | | <br> | + | | Explanations on the "Filter Data" tool.<br> |
|- | |- | ||
− | | width="400" | [[ | + | | width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] |
− | | <br> | + | | Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Customized Lists|Customized Lists]] |
− | | <br> | + | | Explanations on how to create and use customized lists.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Custom Reports|Custom Reports]] |
− | | <br> | + | | Procedure to configure and use custom reports.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Analysis Summary|Analysis Summary]] |
− | | <br> | + | | Explanations concerning the use of summaries in "Analysis and history". <br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] |
− | | <br> | + | | Procedure to manage tasks and history, as well as reminders.<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Master Document Management|Master Document Management]]<br> |
− | | <br> | + | | Procedure to create master documents integrated to '''''ProDon'''''.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]<br> |
− | | <br> | + | | Procedure to create a new master document based on a '''''ProDon''''' master document.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]<br> |
− | | <br> | + | | Procedure to integrate an existing '''''Word''''' document as master document in the database.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Mass Mailing|Mass Mailing]]<br> |
− | | <br> | + | | Procedure for the use of the mass mailing functions.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Mailing History|Mailing History]]<br> |
− | | <br> | + | | Procedure for the configuration, the creation and the use of mailings.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]<br> |
− | | <br> | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]<br> |
− | | <br> | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]<br> |
− | | | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br> |
− | |||
− | |||
− | |||
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]<br> |
− | | <br> | + | | Configuration and use of importation modules to import data from '''''CSV''''' files.<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]] |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]<br> |
− | | <br> | + | | Procedure to enter and process electronic transactions.<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Invoicing Module|Invoicing Module]]<br> |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]] |
− | | <br> | + | | Coming soon<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:User Management|Creating a new user]]<br> |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:User Management|Creating a new users group]]<br> |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Visibilité dans les vues, filtres, tâches, etc.<br> | | width="400" | Visibilité dans les vues, filtres, tâches, etc.<br> | ||
− | | | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Copier les vues et les préférences d'un utilisateur à un autre<br> | | width="400" | Copier les vues et les préférences d'un utilisateur à un autre<br> | ||
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Changer le mot de passe d'un utilisateur<br> | | width="400" | Changer le mot de passe d'un utilisateur<br> | ||
− | | <br> | + | | Coming soon<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon:Modules | + | | width="400" | [[ProDon:Importation Modules|Client import and update module]]<br> |
− | | <br> | + | | Configuration and use of importation modules to import clients from '''''CSV''''' files.<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Address import |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Means of communication import |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Modules | + | | width="400" | [[ProDon:Importation Modules|Transaction import]]<br> |
− | | <br> | + | | Configuration and use of importation modules to import transactions from '''''CSV''''' files.<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Receipts import |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Modules | + | | width="400" | [[ProDon:Importation Modules|Commitment import]] |
− | | <br> | + | | Configuration and use of importation modules to import commitments from '''''CSV''''' files.<br> |
|- | |- | ||
− | | width="400" | | + | | width="400" | Tasks import<br> |
− | | <br> | + | | Coming soon<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Prospecting and Commitments Module|Prospections]]<br> |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Module | + | | width="400" | [[ProDon:Prospecting and Commitments Module|Engagements]] |
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Procédure de génération des transactions d'engagements<br> | | width="400" | Procédure de génération des transactions d'engagements<br> | ||
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Engagement automatique<br> | | width="400" | Engagement automatique<br> | ||
− | | <br> | + | | Coming soon<br> |
|- | |- | ||
| width="400" | Engagement par objectif | | width="400" | Engagement par objectif | ||
− | | <br> | + | | Coming soon<br> |
|} | |} | ||
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br> |
− | | <br> | + | | Explanations on how to configure the IMakeAnOnlineDonation home page and website.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]<br> |
− | | <br> | + | | Explanations on how to create a Web form. <br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br> |
− | | <br> | + | | Explanations on how to configure the customizations of a Web form.<br> |
|- | |- | ||
− | | width="400" | [[ProDon:Configuration | + | | width="400" | [[ProDon:Label Configuration|Label Configuration]]<br> |
− | | <br> | + | | Explanations on how to configure the labels of a Web form.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Importing Donations|Importing Donations]]<br> |
− | | <br> | + | | Explanations on how to import donations online.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Viewing Donations|Viewing Donations]]<br> |
− | | <br> | + | | Explanations on how to view imported online donations.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]<br> |
− | | <br> | + | | Explanations on how to find the hyperlink of a Web form.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]<br> |
− | | <br> | + | | Explanations on the possible fields and values of the Web forms.<br> |
|- | |- | ||
− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]<br> |
− | | <br> | + | | Explanations on the integration with Online Donation Forms<br> |
|} | |} | ||
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− | | <br> | + | | Procedure to add and modify an E-mail Blast master document.<br> |
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]<br> |
− | | <br> | + | | Procedure to prepare a distribution list.<br> |
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]<br> |
− | | <br> | + | | Procedure to configure the mailing of an E-mail Blast.<br> |
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− | | <br> | + | | Coming soon<br> |
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Latest revision as of 10:37, 25 May 2016
Table of Contents test |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the data base
- 6 Traitement des transactions et boucle de dépôt
- 7 Clients
- 8 Multi-gestions / Extraction d'information
- 9 Publipostage et documents maîtres
- 10 Modules complémentaires
- 11 Module multiutilisateur
- 12 Modules d'importations
- 13 Module d'engagements
- 14 Module de dons en ligne
- 15 Module PubliCourriel
- 16 Documents techniques
- 17 Plans de formation
Voici la table des matières des documents d'aide de ProDon.
Pour trouver un document d'aide, consulter la liste ou effectuer une recherche a l'aide de l'outil de recherche disponible dans le menu de gauche.
General
Lexicon |
Summary list of the main terms of the software. |
Web Update | Procedure to update your application. |
Performing Data Backup | Procedure to perform a data backup. |
Restoring Data | Procedure to perform a data restore. |
General Configuration
Preferences |
Explanations on the user and the system preferences of ProDon. |
Default Values |
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. |
Dynamic Drop-down Lists |
Procedure to use dynamic drop-down lists. |
Period Management |
Procedure to create, manage and use periods. |
Region Management |
Procedure to create, manage and use regions. |
Summary Management |
Procedure to create summaries that are used in master documents and custom reports. |
Transaction structure configuration
Campaign Management |
Explanations on how to create and manage campaigns. |
Origin Code Management |
Procedure to create origin codes. |
Chart of Account Management |
Procedure to create General Ledger accounts. |
Donation Occasion Management |
Explanations for creating and managing donation occasions. Revenues and expenditures. |
In Memoriam Gifts |
Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. |
Participant Management |
Procedure to configure and use the notion of participant. |
Item Management |
Coming soon |
Payment Method Management |
Procedure to create payment methods. |
Receipts configuration
General Configuration of the Receipt | Explanations on the settings relating to receipts. |
Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. |
Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
'To be calculated' Status to 'To be issued' | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". |
Customization of the data base
Categories vs Customized Fields vs Characteristics |
Comparison and use of the 3 customization methods. |
Categories |
Procedure to create and use categorie. |
Characteristic Management |
Procedure to create, manage and use characteristics. |
Customized Field Configuration |
Procedure to create and use customized fileds. |
Traitement des transactions et boucle de dépôt
Transaction Processing |
Simplified transaction processing |
Transactions management |
Comming soon |
Transaction Logging | Procedure that explains how to enter different types of transactions. |
Different Clients of a Transaction |
Coming soon |
Expenditure Transaction Logging | Procedure explaining the entry of expenditure transactions. |
Negative Transaction Entry | Procedure to credit a transaction. |
Entry of Volunteer Hours | Procedure to enter the number of hours worked (e.g. volunteer work). |
Validation and Transfer of a Transaction Batch | Procedure that explains how to validate and transfer a transaction batch. |
Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. |
Cancelling a Transaction | Procedure to cancel a transaction and to understand the impact on the reports. |
Cancelling, Reissuing and Reprinting Receipts | Procedure to cancel, reissue or reprint receipts. |
List of Issued and/or Cancelled Receipts | Procedure to view the list of issued and/or cancelled receipts. |
Clients
Procédure d'ajout d'un client | Coming soon |
Client Management |
Explanations on the elements present in the client management and in the client file. |
Fiche client | Coming soon |
Manipulation des onglets de la fiche client | Coming soon |
Contacts and Links | Coming soon |
Searching and Eliminating Duplicates |
Procedure to search and eliminate duplicates. |
Merging and Deleting a Client |
Procedure to eliminate a known duplicate. |
Multi-gestions / Extraction d'information
View Management |
Procedure to configure views in the different managements. |
Client and Individual vs Other Fields | Explanations on the use of these fields. |
Search Bar |
Explanations on the search bar. |
Filter Data (Queries) |
Explanations on the "Filter Data" tool. |
Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. |
Customized Lists | Explanations on how to create and use customized lists. |
Custom Reports | Procedure to configure and use custom reports. |
Analysis Summary | Explanations concerning the use of summaries in "Analysis and history". |
Task and History Management | Procedure to manage tasks and history, as well as reminders. |
Publipostage et documents maîtres
Master Document Management |
Procedure to create master documents integrated to ProDon. |
Duplicating a Master Document |
Procedure to create a new master document based on a ProDon master document. |
Integrating a Word Document in the Database |
Procedure to integrate an existing Word document as master document in the database. |
Mass Mailing |
Procedure for the use of the mass mailing functions. |
Mailing History |
Procedure for the configuration, the creation and the use of mailings. |
Labels or Envelopes Word 2002-2003 |
Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003. |
Labels or Envelopes Word 2007 |
Procedure to create labels or envelopes master documents if your Word version is from 2007. |
Labels or Envelopes Word 2010 |
Procedure to create labels or envelopes master documents if your Word version is from 2010. |
Modules complémentaires
Accounting Integration Module |
Configuration and use of importation modules to import data from CSV files. |
Beneficiaries Module | Coming soon |
Electronic Transaction Module |
Procedure to enter and process electronic transactions. |
Invoicing Module |
Coming soon |
Multi-organization Module | Coming soon |
Module multiutilisateur
Creating a new user |
Coming soon |
Creating a new users group |
Coming soon |
Visibilité dans les vues, filtres, tâches, etc. |
Coming soon |
Copier les vues et les préférences d'un utilisateur à un autre |
Coming soon |
Changer le mot de passe d'un utilisateur |
Coming soon |
Modules d'importations
Client import and update module |
Configuration and use of importation modules to import clients from CSV files. |
Address import | Coming soon |
Means of communication import | Coming soon |
Transaction import |
Configuration and use of importation modules to import transactions from CSV files. |
Receipts import | Coming soon |
Commitment import | Configuration and use of importation modules to import commitments from CSV files. |
Tasks import |
Coming soon |
Module d'engagements
Prospections |
Coming soon |
Engagements | Coming soon |
Procédure de génération des transactions d'engagements |
Coming soon |
Engagement automatique |
Coming soon |
Engagement par objectif | Coming soon |
Module de dons en ligne
Home Page and Website Configuration |
Explanations on how to configure the IMakeAnOnlineDonation home page and website. |
Creating a Web Form |
Explanations on how to create a Web form. |
Web Form Customization Configuration |
Explanations on how to configure the customizations of a Web form. |
Label Configuration |
Explanations on how to configure the labels of a Web form. |
Importing Donations |
Explanations on how to import donations online. |
Viewing Donations |
Explanations on how to view imported online donations. |
URL Address of the Form |
Explanations on how to find the hyperlink of a Web form. |
Web Form Parameters (Online Donation Module) |
Explanations on the possible fields and values of the Web forms. |
Integration with Online Donation Forms |
Explanations on the integration with Online Donation Forms |
Module PubliCourriel
Preparing the Master Document |
Procedure to add and modify an E-mail Blast master document. |
Preparing the Distribution List |
Procedure to prepare a distribution list. |
Sending the E-mail Blast |
Procedure to configure the mailing of an E-mail Blast. |
Viewing Mailing Statistics |
Procedure to view the mailing statistics of an E-mail Blast. |
Documents techniques
FAQ - PCI Standards |
Frequently asked questions concerning the PCI Standards. |
Removing the Data Source from a Master Document |
Coming soon |
Automated Data Saving through a Planned Task |
Coming soon |
VPN and Performance |
Coming soon |
Plans de formation
E-mail Blast Module |
Training plan E-mail Blast module. |
Online Donation Module |
Training plan Online donation module. |
Document name: ProDon:Table of Contents test