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}}
  
−
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.  
+
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]]
 
|-
 
|-
−
! style="text-align: center;" | Title
+
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
−
! 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  ====
 
  
−
|-
+
== Online donation module ==
−
| [[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:Saving Data|Saving Data]]
 
−
| Procedure to perform a data backup.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| [[Common functions:Restoring Data|Restoring Data]]
 
−
| Procedure to perform a data restore.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Configuration ====
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
| Coming soon
 
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Characteristic Management|Characteristic Management]]  
+
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Period Management|Period Management]]  
+
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| Procedure to create, manage and use periods.
 
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Region Management|Region Management]]  
+
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
| Procedure to create, manage and use regions.
 
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Summary Management|Summary Management]]  
+
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
−
| Procedure to create summaries that are used in master documents and custom reports.
 
−
| 2011/10/24<br>
 
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
 
|-
 
|-
−
| [[ProDon:User Management|User Management]]  
+
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:General_Ledger_Account_Management|General Ledger Account Management]]
+
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
| Coming soon
 
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Preferences|Preferences]]  
+
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Back office|Back office]]
−
==== Receipts  ====
+
|}
  
 +
<br>
 +
 +
== E-mail blast module  ==
 +
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| 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]]  
+
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
| Procedure to configure a standard type receipt.
 
−
| 2011/10/19<br>
 
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
 
|-
 
|-
−
| [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| 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]]  
+
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
| Procedure to configure a thank-you letter integrated to a receipt.<br>
+
|}
−
| 2011/10/19<br>  
+
 
−
| 1<br>
+
<br>
−
| 4.6.5.13<br>
+
 
−
| Active<br>
+
== eReceipt Module ==
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]  
+
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
| 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"]]  
+
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
−
| 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>
+
== Update descriptions ==
−
| <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 ====
 
  
 +
{| 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]
 
|-
 
|-
−
| [[ProDon:Client Management|Client Management]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
−
| Explanations on the elements present in the client management and in the client file.<br>
 
−
| 2011/08/12
 
−
| 1<br>
 
−
| 4.6.5.7
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Contacts and Links|Contacts and Links]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
−
| Procedure to search and eliminate duplicates.  
 
−
| 2011/06/28
 
−
| 1<br>
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
| Procedure to eliminate a known duplicate.  
 
−
| 2011/10/04
 
−
| 1<br>
 
−
| 4.5.6.13  
 
−
| Active
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
==== Transactions, Occasions and Batch Processing  ====
 
−
 
 
 
|-
 
|-
−
| [[ProDon:Donation Occasion Management|Donation Occasion Management]]<br>
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
−
| Coming soon<br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Transaction Logging|Transaction Logging]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
−
| Procedure for the issuance of documents following the entry of transactions.  
 
−
| 2011/10/19<br>
 
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
 
|-
 
|-
−
| [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
−
| 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]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
−
| 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]]  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| Compiling Time Bank
+
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| Steps on How to Make a Deposit
+
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
−
==== Search, Query and Information Extraction  ====
+
|}
  
−
|-
+
== Documents ==
−
| [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
+
 
−
| Explanations on the use of these fields.<br>
+
=== Technical documents ===
−
| 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 ====
 
  
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 +
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 
|-
 
|-
−
| [[ProDon:Master Document Management|Master Document Management]]
+
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
| Procedure to create master documents integrated to '''''ProDon'''''.<br>
 
−
| 2011/08/30<br>
 
−
| 1<br>
 
−
| 4.6.5.6<br>
 
−
| Active<br>
 
 
|-
 
|-
−
| [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
+
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]  
−
| 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]]
+
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| 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  ====
 
  
 +
=== Training plans ===
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 
|-
 
|-
−
| [[ProDon:Default Values|Default Values]]<br>
+
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
−
| Coming soon<br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
+
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| 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  ====
 
  
−
|-
+
=== Policies ===
−
| [[ProDon:Customized Reports|Custom Reports]]<br>
 
−
| Procedure to configure and use custom reports.<br>
 
−
| 2011/08/17<br>
 
−
| 1<br>
 
−
| 4.6.5.8<br>
 
−
| Active<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)  ====
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 
|-
 
|-
−
| [[ProDon:Accounting Integration Module|Accounting Integration Module]]
+
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
| 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]]
+
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
| Coming soon
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Prospecting and Commitment Module|Prospecting and Commitment Module]]
+
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
| 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  ====
 
−
 
 
 
|-
 
|-
−
| coming soon
+
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|}
 
|}
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 15:06, 29 May 2024

Table of Contents

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu.

General

Lexicon

Web Update

Performing Data Backup

Restoring Data



General Configuration

Preferences

Default Values

Dynamic Drop-down Lists

Period Management

Region 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

View Management

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary

Task and History Management



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



Multiuser module

Creating a new user

Creating a new user group

Visibility in views, filters, tasks, etc.

Copy user preferences to another user

Change a user password



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 5.0.17
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


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Table_of_Contents&oldid=10270"