Difference between revisions of "ProDon:Table of Contents"

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{{Header_TOC}}
 
{{Header_TOC}}
  
−
This is the table of contents of ProDon help documentation.
+
<br><br>
−
 
 
−
To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
 
  
 
== General  ==
 
== General  ==
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[[Common functions:Restoring Data|Restoring Data]]  
 
[[Common functions:Restoring Data|Restoring Data]]  
  
 +
[[ProDon:Preferences|Preferences]]
 +
 +
[[ProDon:Default Values|Default Values]]
 +
 +
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 +
 +
[[ProDon:Region Management|Region Management]]
 +
 +
[[Common functions:View Management|View Management]]
  
 +
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
  
−
<br>
+
== Protection of personal information (Law 25) ==
 +
[[ProDon:Anonymization|Anonymization]]
  
−
== General Configuration  ==
+
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
  
 +
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
  
−
[[ProDon:Preferences|Preferences]]  
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
  
−
[[ProDon:Default Values|Default Values]]  
+
[[ProDon:Change_user_password|Change a user password]]
  
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
+
== General Configuration  ==
  
−
[[ProDon:Period Management|Period Management]]
+
 
  
−
[[ProDon:Region Management|Region Management]]  
+
[[ProDon:Period Management|Period Management]]
  
 
[[ProDon:Summary Management|Summary Management]]
 
[[ProDon:Summary Management|Summary Management]]
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== Transaction structure configuration  ==
 
== Transaction structure configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Campaign Management|Campaign Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
+
[[ProDon:Origin Code Management|Origin Code Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]  
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]  
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
−
|-
+
 
−
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
+
[[ProDon:Participant Management|Participant Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Participant Management|Participant Management]]  
+
[[ProDon:Payment Method Management|Payment Method Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Item Management|Item Management]]
 
−
|-
 
−
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
 
−
|}
 
  
−
<br>  
+
<br>
  
 
== Receipts configuration  ==
 
== Receipts configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
−
|-
+
 
−
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
−
|-
+
 
−
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
|-
+
 
−
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
−
|-
+
 
−
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
|-
+
 
−
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
−
|}
 
  
 
<br>  
 
<br>  
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== Customization of the database  ==
 
== Customization of the database  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
|-
+
 
−
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
+
[[ProDon:Categorie_Management|Categorie_Management]]   
−
|-
+
 
−
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]   
+
[[ProDon:Characteristic Management|Characteristic Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
 
−
|}
 
  
 
<br>
 
<br>
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== Transaction processing and Deposit loop  ==
 
== Transaction processing and Deposit loop  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
|-
+
 
−
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
+
[[ProDon:Transaction Logging|Transaction Logging]]  
−
|-
+
 
−
| width="400" | Transactions management
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
|-
+
 
−
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
|-
+
 
−
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
|-
+
 
−
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
|-
+
 
−
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
|-
+
 
−
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
|-
+
 
−
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
|-
+
 
−
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
|-
+
 
−
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
−
|-
+
 
−
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
 
−
|-
 
−
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
 
−
|-
 
−
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
  
−
|}
 
  
 
<br>
 
<br>
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== Clients  ==
 
== Clients  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon Procedure to add a client|Procedure to add a client]]
−
|-
+
 
−
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
+
[[ProDon:Client Management|Client Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Client Management|Client Management]]  
+
[[ProDon:Client File|Client file]]
−
|-
+
 
−
| width="400" |[[ProDon:Client File|Client file]]
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
|-
+
 
−
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
+
[[ProDon:Relations|Relations]]  
−
|-
+
 
−
| width="400" | [[ProDon:Relations|Relations]]  
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
|-
+
 
−
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
|-
+
 
−
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
−
|}
 
  
 
<br>
 
<br>
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== Couple management  ==
 
== Couple management  ==
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
 
−
|-
+
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
−
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
+
 
−
|-
 
−
| width="400" | Mailing to a couple
 
−
|-
 
−
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
 
−
|}
 
  
 
== Multi-management / Information extraction  ==
 
== Multi-management / Information extraction  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
−
|-
+
 
−
| width="400" | [[Common functions:View Management|View Management]]
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
|-
+
 
−
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
+
[[Common functions:Search Bar|Search Bar]]  
−
|-
+
 
−
| width="400" | [[Common functions:Search Bar|Search Bar]]  
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
|-
+
 
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
|-
+
 
−
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
+
[[ProDon:Customized Lists|Customized Lists]]  
−
|-
+
 
−
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
+
[[ProDon:Custom Reports|Custom Reports]]  
−
|-
+
 
−
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
+
[[ProDon:Analysis Summary|Analysis Summary]]  
−
|-
+
 
−
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
 
−
|-
 
−
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
 
−
|-
 
−
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
 
−
|}
 
  
 
<br>  
 
<br>  
Line 184: Line 168:
 
== Mass mailing and master documents  ==
 
== Mass mailing and master documents  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Master Document Management|Master Document Management]]  
−
|-
 
−
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
 
−
|-
 
−
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
 
−
|-
 
−
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 
−
|-
 
−
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
 
−
|-
 
−
| width="400" | [[ProDon:Mailing History|Mailing History]]
 
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
 
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 
−
|}
 
  
−
<br>
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
 +
 
 +
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 +
 
 +
[[ProDon:Mass Mailing|Mass Mailing]]
 +
 
 +
[[ProDon:Mailing History|Mailing History]]
 +
 
 +
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
 +
 
 +
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
  
−
== Available modules  ==
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
 
−
|}
 
  
 
<br>
 
<br>
  
−
== Multiuser module ==
+
== Available modules ==
 +
 
 +
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 +
 
 +
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[ProDon:User Management|Creating a new user]]
 
−
|-
 
−
| width="400" | [[ProDon:User Management|Creating a new user group]]
 
−
|-
 
−
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
 
−
|-
 
−
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 
−
|-
 
−
| width="400" | [[ProDon:Change_user_password|Change a user password]]
 
−
|}
 
  
 
<br>
 
<br>
Line 239: Line 198:
 
== Imports module  ==
 
== Imports module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Importation Modules|Client import and update module]]  
−
|-
+
 
−
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
+
[[ProDon:Importation Modules|Transaction import]]  
−
|-
+
 
−
| width="400" | Address import
+
[[ProDon:Importation Modules|Commitment import]]  
−
|-
+
 
−
| width="400" | Means of communication import
 
−
|-
 
−
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
 
−
|-
 
−
| width="400" | Receipts import
 
−
|-
 
−
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
 
−
|-
 
−
| width="400" | Tasks import
 
−
|}
 
  
−
<br>  
+
<br>
  
 
== Commitments module  ==
 
== Commitments module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Prospecting_Module|Prospecting]]  
−
|-
+
 
−
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
|-
+
 
−
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
|-
+
 
−
| width="400" | Procedure to generate commitment transactions 
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
|-
+
 
−
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
|-
+
 
−
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
|-
+
 
−
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
|-
+
 
−
| width="400" | Commitment by objective
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
−
|-
+
 
−
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
 
−
|-
 
−
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
 
−
|-
 
−
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
 
−
|}
 
  
 
<br>
 
<br>
 +
 
== Electronic Transaction Module ==
 
== Electronic Transaction Module ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
+
 
−
|-
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
 
−
|}
 
  
 
== Online donation module  ==
 
== Online donation module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]  
−
|-
+
 
−
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
+
[[ProDon:Label Configuration|Label Configuration]]  
−
|-
+
 
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
+
[[ProDon:Importing Donations|Importing Donations]]  
−
|-
+
 
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
+
[[ProDon:Viewing Donations|Viewing Donations]]  
−
|-
+
 
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
|-
+
 
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
|-
+
 
−
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
|-
+
 
−
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
+
[[ProDon:Back office|Back office]]  
−
|-
+
 
−
| width="400" | [[ProDon:Back office|Back office]]  
 
−
|}
 
  
 
<br>
 
<br>
Line 325: Line 265:
 
== E-mail blast module  ==
 
== E-mail blast module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
|-
+
 
−
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
|-
+
 
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
|-
+
 
−
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
|-
+
 
−
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
−
|}
 
  
 
<br>
 
<br>
  
 
== eReceipt Module ==
 
== eReceipt Module ==
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
|-
+
 
−
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
|-
+
 
−
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
+
 
−
|-
 
−
|Sending eReceipt
 
−
|-
 
−
|Assignment of the thank-you for transaction already entered
 
−
|-
 
−
|}
 
 
<br>
 
<br>
 +
 
== Update descriptions  ==
 
== Update descriptions  ==
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
 
−
|-
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
 
−
|-
 
−
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
 
−
|-
 
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
 
−
|-
 
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
 
−
|}
 
  
−
== Documents ==
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
 +
 
 +
== Technical documents ==
 +
 
 +
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 +
 
 +
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 +
 
 +
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
 +
 
 +
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 +
 
 +
 
 +
== Training plans ==
 +
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 +
 
 +
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 +
 
 +
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
 +
 
 +
 
 +
== Policies ==
  
−
=== Technical documents  ===
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 
−
|-
 
−
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 
−
|-
 
−
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
 
−
|-
 
−
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]
 
−
|-
 
−
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
 
−
|-
 
−
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
 
−
|-
 
−
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 
−
|}
 
  
−
=== Training plans ===
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 
−
|-
 
−
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
 
−
|}
 
  
−
=== Training Documents(PDF) ===
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
|Report Occasion results - Annual campaign
 
−
|-
 
−
|Report Occasion results - Fundraising cocktail party
 
−
|}
 
  
−
=== Policies ===
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 
−
|-
 
−
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
 
−
|-
 
−
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
 
−
|-
 
−
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
 
−
|-
 
−
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
 
−
|}
 
  
 
<br>  
 
<br>  
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 11:05, 31 October 2024

Table of Contents



General

Lexicon

Web Update

Performing Data Backup

Restoring Data

Preferences

Default Values

Dynamic Drop-down Lists

Region Management

View Management

Task and History Management

Protection of personal information (Law 25)

Anonymization

User management

Creating a new user

Visibility in views, filters, tasks, etc.

Copy user preferences to another user

Change a user password

General Configuration

Period Management

Summary Management

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method Management



Receipts configuration

General Configuration of the Receipt

Configuration of a Standard Type Receipt

Configuration of a Word Type Receipt

Configuration of a Thank-you Letter Integrated

'To be calculated' Status to 'To be issued'



Customization of the database

Categories vs Customized Fields vs Characteristics

Categorie_Management

Characteristic Management

Customized Field Configuration



Transaction processing and Deposit loop

Transaction Processing

Transaction Logging

Expenditure Transaction Logging

Negative Transaction Entry

Entry of Volunteer Hours

Validation and Transfer of a Transaction Batch

Processing Receipts to be Issued

Processing Documents to be Issued

Cancelling a Transaction

Cancelling, Reissuing and Reprinting Receipts

List of Issued and/or Cancelled Receipts



Clients

Procedure to add a client

Client Management

Client file

Manipulation of client file tabs

Relations

Searching and Eliminating Duplicates

Merging and Deleting a Client



Couple management

Issuance of couple receipt


Multi-management / Information extraction

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary



Mass mailing and master documents

Master Document Management

Duplicating a Master Document

Integrating a Word Document in the Database

Mass Mailing

Mailing History

Labels or Envelopes Word 2002-2003

Labels or Envelopes Word 2007

Labels or Envelopes Word 2010



Available modules

Accounting Integration Module

Beneficiaries Module



Imports module

Client import and update module

Transaction import

Commitment import



Commitments module

Prospecting

Commitment Management (Objective vs Automatic)

Entering a commitment by objective

Entering an automatic commitment

Automatic Commitment Transactions

Mass Mailing, follow-ups and reminders for commitments by objective

Mass Mailing, follow-ups and reminders for automatic commitments

Generate Commitment Reports

Link one or more transactions to a commitment

Edit Commitment Payment Information



Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Home Page and Website Configuration

Creating a Web Form

Web Form Customization Configuration

Label Configuration

Importing Donations

Viewing Donations

URL Address of the Form

Web Form Parameters (Online Donation Module)

Integration with Online Donation Forms

Back office



E-mail blast module

Preparing the Master Document

Preparing the Distribution List

Sending the E-mail Blast

Viewing Mailing Statistics



eReceipt Module

eReceipt options

Thank-you email configuration



Update descriptions

Prodon 5.0.18

Prodon 5.0.17

Prodon 5.0.16

Prodon 5.0.15

Prodon 5.0.14

Prodon 5.0.13

Prodon 5.0.12

Prodon 5.0.11

Prodon 5.0.10

Prodon 5.0.9

Technical documents

Hardware and software requirements

Sending domain authentifications

FAQ - PCI Standards

Office 365 for our LogiCloud hosting service


Training plans

Introduction to ProDon

E-mail Blast Module

Online Donation Module


Policies

Terms of use

IMakeAnOnlineDonation Confidentiality policy

Community regulations

Logilys Confidentiality policy

Software Licence Agreement



Document name: ProDon:Table of Contents


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