Difference between revisions of "ProDon:Table of Contents test"

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== General<br> ==
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== General  ==
  
 
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== General Configuration<br> ==
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== General Configuration  ==
  
 
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== Transaction structure configuration<br> ==
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== Transaction structure configuration  ==
  
 
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== Receipts configuration<br> ==
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== Receipts configuration ==
  
 
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== Customization of the data base<br> ==
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== Customization of the data base ==
  
 
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== Traitement des transactions et boucle de dépôt  ==
 
== Traitement des transactions et boucle de dépôt  ==
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| width="400" | Transaction treatment procedure
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| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]<br>
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| Comming soon
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| Simplified transaction processing<br>
 
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| width="400" | Transactions management<br>  
 
| width="400" | Transactions management<br>  
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| width="400" | [[ProDon:Client Management|Client Management]]<br>  
 
| width="400" | [[ProDon:Client Management|Client Management]]<br>  
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| Explanations on the elements present in the client management and in the client file.  
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| Explanations on the elements present in the client management and in the client file.
 
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| width="400" | Fiche client  
 
| width="400" | Fiche client  
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== Multi-gestions / Extraction d'information<br> ==
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== Multi-gestions / Extraction d'information  ==
  
 
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== Publipostage et documents maîtres  ==
 
== Publipostage et documents maîtres  ==
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== Modules complémentaires  ==
 
== Modules complémentaires  ==
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== Module multiutilisateur  ==
 
== Module multiutilisateur  ==
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== Modules d'importations  ==
 
== Modules d'importations  ==
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| width="400" | [[ProDon:Importation_Modules|Client import and update module]]<br>  
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| width="400" | [[ProDon:Importation Modules|Client import and update module]]<br>  
 
| Configuration and use of importation modules to import clients from '''''CSV''''' files.<br>
 
| Configuration and use of importation modules to import clients from '''''CSV''''' files.<br>
 
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| Coming soon<br>
 
| Coming soon<br>
 
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| width="400" | [[ProDon:Importation_Modules|Transaction import]]<br>  
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| width="400" | [[ProDon:Importation Modules|Transaction import]]<br>  
 
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.<br>
 
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.<br>
 
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| Coming soon<br>
 
| Coming soon<br>
 
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| width="400" | [[ProDon:Importation_Modules|Commitment import]]  
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| width="400" | [[ProDon:Importation Modules|Commitment import]]  
 
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.<br>
 
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.<br>
 
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== Module d'engagements  ==
 
== Module d'engagements  ==
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== Module de dons en ligne  ==
 
== Module de dons en ligne  ==
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== Module PubliCourriel  ==
 
== Module PubliCourriel  ==
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| width="400" | [[ProDon:Préparation du document maître|Préparation du document maître]]<br>  
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| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]<br>  
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| Procedure to add and modify an E-mail Blast master document.<br>
 
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| width="400" | [[ProDon:Préparation de la liste de distribution|Préparation de la liste de distribution]]<br>  
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| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]<br>  
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| Procedure to prepare a distribution list.<br>
 
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| width="400" | [[ProDon:Envoi du PubliCourriel|Envoi du PubliCourriel]]<br>  
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| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]<br>  
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| Procedure to configure the mailing of an E-mail Blast.<br>
 
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| width="400" | [[ProDon:Consultation des statistiques d'envoi|Consultation des statistiques d'envoi]]<br>  
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| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]<br>  
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| Procedure to view the mailing statistics of an E-mail Blast.<br>
 
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| width="400" | [[ProDon:FAQ - Norme PCI|FAQ - Norme PCI]]<br>  
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| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]<br>  
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| <br>
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| Frequently asked questions concerning the PCI Standards.<br>
 
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|-
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| width="400" | [[Fonctions communes:Retirer la source de données|Retirer la source de données d'un document maître]]<br>  
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| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]<br>  
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| <br>
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| Coming soon<br>
 
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| width="400" | [[Fonctions communes:Sauvegarde de données automatisée par une tâche planifiée|Sauvegarde de données automatisée par une tâche planifiée]]<br>  
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| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]<br>  
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| <br>
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| Coming soon<br>
 
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| width="400" | [[Fonctions communes:VPN et performance|VPN et performance]]<br>  
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| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]<br>  
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| Coming soon<br>
 
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| width="400" | [[Fonctions communes:Plan de formation - Module PubliCourriel|Module PubliCourriel]]<br>  
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| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]<br>  
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| Training plan E-mail Blast module.<br>
 
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| width="400" | [[ProDon:Plan de formation - Module Dons en ligne|Module Dons en ligne]]<br>  
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| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]<br>  
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| Training plan Online donation module.<br>
 
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{{BasPage_ProDon}}<br>
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{{Footer_ProDon}}<br>

Latest revision as of 09:37, 25 May 2016

Table of Contents test


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


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