Difference between revisions of "ProDon:Table of Contents"

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 5.0.17
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
Prodon 5.0.8
Prodon 5.0.7
Prodon 5.0.6
Prodon 5.0.5
ProDon 5.0.4
ProDon 5.0.3
ProDon 5.0.2

Documents

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

Printable version

Difference between revisions of "ProDon:Table of Contents"

Latest revision as of 15:06, 29 May 2024

Contents

General

General Configuration

Transaction structure configuration

Receipts configuration

Customization of the database

Transaction processing and Deposit loop

Clients

Couple management

Multi-management / Information extraction

Mass mailing and master documents

Available modules

Multiuser module

Imports module

Commitments module

Electronic Transaction Module

Online donation module

E-mail blast module

eReceipt Module

Update descriptions

Documents

Technical documents

Training plans

Policies

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Menu

ProDon

Tools

@@ Line 1: / Line 1: @@
-{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
+{{Header_TOC}}
-Table of contents for ProDon's help documents. You can look through the list or use our search tool on the left.
+This is the table of contents of ProDon help documentation.
-{| width="100%" class="FCK__ShowTableBorders wikitable"
+To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
+== General  ==
+[[ProDon:Lexicon|Lexicon]]
+[[Common functions:Web Update|Web Update]]
+[[Common functions:Performing Data Backup|Performing Data Backup]]
+[[Common functions:Restoring Data|Restoring Data]]
+<br>
+== General Configuration  ==
+[[ProDon:Preferences|Preferences]]
+[[ProDon:Default Values|Default Values]]
+[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
+[[ProDon:Period Management|Period Management]]
+[[ProDon:Region Management|Region Management]]
+[[ProDon:Summary Management|Summary Management]]
+== Transaction structure configuration  ==
+[[ProDon:Campaign Management|Campaign Management]]
+[[ProDon:Origin Code Management|Origin Code Management]]
+[[ProDon:Accounting System Links Management|Accounting System Links Management]]
+[[ProDon:Donation Occasion Management|Donation Occasion Management]]
+[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
+[[ProDon:Participant Management|Participant Management]]
+[[ProDon:Payment Method Management|Payment Method Management]]
+<br>
+== Receipts configuration  ==
+[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
+[[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]]
+[[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']]
+<br>
+== Customization of the database  ==
+[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
+[[ProDon:Categorie_Management|Categorie_Management]]
+[[ProDon:Characteristic Management|Characteristic Management]]
+[[ProDon:Customized Field Configuration|Customized Field Configuration]]
+<br>
+== Transaction processing and Deposit loop  ==
+[[ProDon:Transaction_Processing|Transaction Processing]]
+[[ProDon:Transaction Logging|Transaction Logging]]
+[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
+[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
+[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
+[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
+[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
+[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
+[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
+[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
+[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
+<br>
+== Clients  ==
+[[ProDon Procedure to add a client|Procedure to add a client]]
+[[ProDon:Client Management|Client Management]]
+[[ProDon:Client File|Client file]]
+[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
+[[ProDon:Relations|Relations]]
+[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
+[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
+<br>
+== Couple management  ==
+[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
+== Multi-management / Information extraction  ==
+[[Common functions:View Management|View Management]]
+[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
+[[Common functions:Search Bar|Search Bar]]
+[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
+[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
+[[ProDon:Customized Lists|Customized Lists]]
+[[ProDon:Custom Reports|Custom Reports]]
+[[ProDon:Analysis Summary|Analysis Summary]]
+[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
+<br>
+== Mass mailing and master documents  ==
+[[ProDon:Master Document Management|Master Document Management]]
+[[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]]
+[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
+<br>
+== Available modules  ==
+[[ProDon:Accounting Integration Module|Accounting Integration Module]]
+[[ProDon:Beneficiaries Module|Beneficiaries Module]]
+<br>
+== Multiuser module  ==
+[[ProDon:User Management|Creating a new user]]
+[[ProDon:User Management|Creating a new user group]]
+[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
+[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
+[[ProDon:Change_user_password|Change a user password]]
+<br>
+== Imports module  ==
+[[ProDon:Importation Modules|Client import and update module]]
+[[ProDon:Importation Modules|Transaction import]]
+[[ProDon:Importation Modules|Commitment import]]
+<br>
+== Commitments module  ==
+[[ProDon:Prospecting_Module|Prospecting]]
+[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
+[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
+[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
+[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
+[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
+[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
+[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
+<br>
+== Electronic Transaction Module ==
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
+|-
+| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
+|}
+== Online donation module  ==
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+|-
+| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
+|-
+| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
+|-
+| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
+|-
+| width="400" | [[ProDon:Label Configuration|Label Configuration]]
+|-
+| width="400" | [[ProDon:Importing Donations|Importing Donations]]
+|-
+| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
+|-
+| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
+|-
+| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 |-
-! style="text-align: center;" | Title
+| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
-! Description
-! width="60" style="text-align: center;" | Revision
-! width="60" style="text-align: center;" | Rev. no.
-! width="60" style="text-align: center;" | Version
-! width="60" style="text-align: center;" | Status
 |-
-| bgcolor="#ffff80" colspan="6" |
+| width="400" | [[ProDon:Back office|Back office]]
-==== Unclassified  ====
+|}
+<br>
+== E-mail blast module   ==
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+|-
+| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
 |-
-| coming soon
+| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
-==== Configuration  ====
+|-
+| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
+|}
+<br>
+== eReceipt Module ==
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
-| coming soon
+| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
-==== Client  ====
+|-
+|}
+<br>
+== 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]
 |-
-| coming soon
+|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
-==== Transaction, occasion and batch processing  ====
+|-
+|[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 ==
+=== Technical documents  ===
+{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 |-
-| coming soon
+|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
-==== Search, querry and information extraction  ====
+|-
+|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
+|}
+=== Training plans ===
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 |-
-| coming soon
+| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
-==== Mass mailing and master documents  ====
+|}
+=== Policies ===
+{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 |-
-| coming soon
+|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
-|
-|
-|
-|
-|
 |-
-| bgcolor="#ffff80" colspan="6" |
+|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
-==== Annex A - Technical documents  ====
+|-
+| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
 |-
-| coming soon
+|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
-|
-|
-|
-|
-|
 |}
+<br>
+{{Footer_ProDon}}<br>