Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
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{{Header_TOC}}
  
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Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.
+
<br><br>
  
−
{| width="100%" class="FCK__ShowTableBorders wikitable"
+
== General ==
−
|-
 
−
! style="text-align: center;" | Title
 
−
! 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" |
 
−
==== Unclassified ====
 
  
−
|-
+
[[ProDon:Lexicon|Lexicon]]   
−
| [[ProDon:Lexicon|Lexicon]]  
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[Common functions:Web Update|Web Update]]<br>
 
−
| Procedure to update your application.
 
−
| 2011/06/14
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[Common functions:Save data|Saving Data]]
 
−
| Procedure to perform a data backup.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[Common functions:Restore data|Restoring Data]]
 
−
| Procedure to perform a data restore.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Configuration ====
 
  
−
|-
+
[[Common functions:Web Update|Web Update]]  
−
| [[ProDon:Characteristic management|Characteristic Management]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Period management|Period Management]]
 
−
| Procedure to create, manage and use periods.
 
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[ProDon:Region management|Region Management]]
 
−
| Procedure to create, manage and use regions.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[ProDon:Summary management|Summary Management]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:User management|User Management]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[Common functions:Drop-down dynamic lists|Dynamic Drop-down Lists]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Preferences|Preferences]]  
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Receipts  ====
 
  
−
|-
+
[[Common functions:Performing Data Backup|Performing Data Backup]]  
−
| [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 
−
| Explanations on the settings relating to receipts.<br>
 
−
| 2011/09/29<br>
 
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
| [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
 
−
| Procedure to configure a '''''Word''''' type receipt.<br>
 
−
| 2011/09/29
 
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
| [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Processing receipts to be issued|Processing&nbsp;Receipts to be Issued]]
 
−
| Procedure for the issuance of receipts following transactions entry.<br>
 
−
| 2011/09/29
 
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
| [[ProDon:"To_be_calculated"_Status_to_"To_be_issued"|"To be calculated" Status to "To be issued"]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Cancelling a Receipt|Cancelling a Receipt]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Modifying the Owner of a Receipt|Modifying the Owner of a Receipt]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
+
[[Common functions:Restoring Data|Restoring Data]]  
−
| [[ProDon:Client Management|Client Management]]<br>
 
−
| Explanations on the elements present in the client management and in the client file.<br>
 
−
| 2011/08/12<br>
 
−
| 1<br>
 
−
| 4.6.5.7<br>
 
−
| Active<br>
 
−
|-
 
−
| [[ProDon:Contacts and Links|Contacts and Links]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Researching and eliminating duplicates|Searching and Eliminating Duplicates]]
 
−
| Procedure to research and eliminate duplicates.
 
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[ProDon:Merging and deleting a client|Merging and Deleting a Client]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing  ====
 
  
−
|-
+
[[ProDon:Preferences|Preferences]]  
−
| [[ProDon:Donation occasion management|Donation Occasion Management]]<br>
 
−
| Coming soon<br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Transaction logging|Transaction Logging]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Processing documents to be issued|Processing Documents to be Issued]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]
 
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[ProDon:Participant management|Participant Management]]
 
−
| Procedure to configure and use the notion of participant.
 
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[ProDon:Cancelling a transaction|Cancelling a Transaction]]  
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| Compiling Time Bank
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| Steps on How to Make a Deposit
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Search, Query and Information Extraction  ====
 
  
−
|-
+
[[ProDon:Default Values|Default Values]]  
−
| [[ProDon:Client and individual vs other fields|Client and Individual vs Other Fields]]
 
−
| Explanations on the use of these fields.<br>
 
−
| 2011/07/12<br>
 
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
−
|-
 
−
| [[Common functions:Search bar|Search Bar]]
 
−
| Explanations on the search bar.
 
−
| 2011/07/22
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
−
| Explanations on the "Filter Data" tool.<br>
 
−
| 2011/08/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[Common functions:View management|View Management]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Customized lists|Customized Lists]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Mass Mailing and Master Documents  ====
 
  
−
|-
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
−
| [[ProDon:Master Document Management|Master Document Management]]
 
−
| Procedure to create master documents integrated to '''''ProDon'''''.<br>
 
−
| 2011/08/30<br>
 
−
| 1<br>
 
−
| 4.6.5.6<br>
 
−
| Active<br>
 
−
|-
 
−
| [[ProDon:Duplicate a master document|Duplicating a Master Document]]
 
−
| Procedure to create a new master document based on a '''''ProDon''''' master document.
 
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.6
 
−
| Active
 
−
|-
 
−
| [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 
−
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| [[ProDon:Mass mailing|Mass Mailing]]
 
−
| Procedure for the use of the mass mailing functions.<br>
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
| [[ProDon:Mailing history|Mailing History]]
 
−
| Procedure for the configuration, the creation and the use of mailings.
 
−
| 2011/09/26<br>
 
−
| 1<br>
 
−
| 4.6.5.10<br>
 
−
| Active<br>
 
−
|-
 
−
| [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br>
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Multi-management  ====
 
  
−
|-
+
[[ProDon:Region Management|Region Management]]
−
| [[ProDon:Default values|Default Values]]<br>
 
−
| Coming soon<br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
−
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]]  
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Analysis and Reports  ====
 
  
−
|-
+
[[Common functions:View Management|View Management]]
−
| [[ProDon:Customized reports|Custom Reports]]<br>
 
−
| Coming soon<br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Analysis summary|Analysis Summary]]
 
−
| Explanations concerning the use of summaries in "Analysis and history".
 
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
−
|-
+
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
−
| [[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Importation modules|Importation Modules]]
 
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.
 
−
| 2011/04/07
 
−
| 24
 
−
| 4.6.3.24
 
−
| Active
 
−
|-
 
−
| [[ProDon:Beneficiary Module|Beneficiary Module]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Prospecting and Commitment Module|Prospecting and Commitment Module]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[ProDon:Invoicing Module|Invoicing Module]]
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| [[Common functions:E-Mail Blast Module|E-Mail Blast Module]]  
 
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Appendix A - Technical Documents  ====
 
  
−
|-
+
== Protection of personal information (Law 25) ==
−
| coming soon
+
[[ProDon:Anonymization|Anonymization]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|}
 
  
 +
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
 +
 +
[[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]]
 +
 +
== General Configuration  ==
 +
 +
 
 +
 +
[[ProDon:Period Management|Period 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  ==
 +
 +
 +
 +
[[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]]
 +
 +
 +
<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>
 +
 +
== 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 ==
 +
 +
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 +
 +
[[ProDon:Bank_Rejections|Process Bank Rejections]]
 +
 +
== Online donation module  ==
 +
 +
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 +
 +
[[ProDon:Creating a Web Form|Creating a Web Form]]
 +
 +
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
 +
 +
[[ProDon:Label Configuration|Label Configuration]]
 +
 +
[[ProDon:Importing Donations|Importing Donations]]
 +
 +
[[ProDon:Viewing Donations|Viewing Donations]]
 +
 +
[[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)]]
 +
 +
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
 +
 +
[[ProDon:Back office|Back office]]
 +
 +
 +
<br>
 +
 +
== E-mail blast module  ==
 +
 +
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
 +
 +
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 +
 +
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 +
 +
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 +
 +
 +
<br>
 +
 +
== eReceipt Module ==
 +
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
 +
 +
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
 +
 +
 +
<br>
 +
 +
== Update descriptions  ==
 +
 +
 +
[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 ==
 +
 +
[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]
 +
 +
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
 +
 +
 +
<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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