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 ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
+
<br><br>
  
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{| width="100%" class="FCK__ShowTableBorders wikitable"
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== 100% Web-based PRODON Hybrid Plan ==
−
|-
+
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
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! style="text-align: center;" | Title
 
−
! Description
 
−
! width="60" style="text-align: center;" | Revision
 
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! width="60" style="text-align: center;" | Rev. no.  
 
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! width="60" style="text-align: center;" | Version
 
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! width="60" style="text-align: center;" | Status
 
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|-
 
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| bgcolor="#ffff80" colspan="6" |
 
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==== Unclassified  ====
 
  
−
|-
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== Hosted service ==
−
|
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[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
−
[[ProDon:Lexicon|Lexicon]]  
 
  
−
|
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[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
−
Coming soon
 
  
−
| <br>
+
[https://scribehow.com/viewer/Copy_files_from_the_hosted_service_to_the_computer__1Gww-1c3QEqP5_KEotwKBg Copy files from the hosted service to the computer]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
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[[Common functions:Web Update|Web Update]]  
 
  
−
|
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[https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service]
−
Procedure to update your application.
 
  
−
| 2011/06/14
+
[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]
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| 1
 
−
| 4.6.5.5
 
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| Active
 
−
|-
 
−
|
 
−
[[Common functions:Saving Data|Saving Data]]  
 
  
−
|
 
−
Procedure to perform a data backup.
 
  
−
| 2011/07/12
+
'''<u>100% Web-based PRODON</u>'''
−
| 1
 
−
| 4.6.5.5
 
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| Active
 
−
|-
 
−
|
 
−
[[Common functions:Restoring Data|Restoring Data]]
 
  
−
|
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[https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - <span style="color: rgb(255, 0, 0);">'''For plan subscribers ONLY'''</span>
−
Procedure to perform a data restore.  
 
  
−
| 2011/07/12
+
== Update & Data Backup ==
−
| 1
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[[Common functions:Web Update|Web Update]]
−
| 4.6.5.5
 
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| Active
 
−
|-
 
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| bgcolor="#ffff80" colspan="6" |
 
−
==== Configuration  ====
 
  
−
|-
+
[[Common functions:Performing Data Backup|Performing Data Backup]]
−
|  
+
 
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
[[Common functions:Restoring Data|Restoring Data]]
 +
 
 +
== General features  ==
 +
 
 +
[[ProDon:Lexicon|Lexicon]]
 +
 
 +
[[ProDon:Region Management|Region Management]]
 +
 
 +
[[Common functions:View Management|View Management]]
 +
 
 +
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
 +
 
 +
== Protection of personal information (Law 25) ==
 +
[[ProDon:Anonymization|Anonymization]]
 +
 
 +
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
  
−
|  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
Coming soon
 
  
−
|
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Campaign Management|Campaign Management]]  
 
  
−
|  
+
[[ProDon:Change_user_password|Change a user password]]
−
Coming soon
 
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Characteristic Management|Characteristic Management]]
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Clients & Relations  ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:General Ledger Account Management|General Ledger Account Management]]
 
  
−
|  
+
[[ProDon Procedure to add a client|Procedure to add a client]]
−
Coming soon
 
  
−
|
+
[[ProDon:Client Management|Client Management]]  
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Period Management|Period Management]]  
 
  
−
|  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
Procedure to create, manage and use periods.
 
  
−
| 2011/07/21
+
[[ProDon:Relations|Relations]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Region Management|Region Management]]  
 
  
−
|  
+
[[ProDon:Relation_Types|Relations Types]]
−
Procedure to create, manage and use regions.
 
  
−
| 2011/07/12
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Summary Management|Summary Management]]  
 
  
−
|  
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
−
Procedure to create summaries that are used in master documents and custom reports.
 
  
−
| 2011/10/24<br>
+
== Customization of the database  ==
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:User Management|User Management]]
 
  
−
|  
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Characteristic Management|Characteristic Management]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
 
  
−
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
 
[[ProDon:Preferences|Preferences]]  
 
[[ProDon:Preferences|Preferences]]  
  
−
|  
+
[[ProDon:Default Values|Default Values]]
−
Explanations on the user and the system preferences of '''''ProDon'''''.
 
  
−
| 2012/02/07<br>
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
−
| 1<br>
+
== Transaction structure configuration  ==
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Default Values|Default Values]]  
 
  
−
|  
+
[[ProDon:Campaign Management|Campaign Management]]
−
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
  
−
| 2011/11/25
+
[[ProDon:Origin Code Management|Origin Code Management]]  
−
| 1
 
−
| 4.6.6.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Categories vs Characteristics vs Customized Fields|Categories vs Characteristics vs Customized Fields]]  
 
  
−
|  
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
−
Coming soon
 
  
−
|  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Receipts  ====
 
  
−
|-
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
−
|
 
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
 
  
−
|  
+
[[ProDon:Participant Management|Participant Management]]
−
Explanations on the settings relating to receipts.
 
  
−
| 2011/09/29<br>
+
[[ProDon:Payment Method Management|Payment Method Management]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
 
  
−
|  
+
[[ProDon:Period Management|Period Management]]
−
Procedure to configure a standard type receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Summary Management|Summary Management]]
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
  
−
|
+
== Transaction processing and Deposit loop  ==
−
Procedure to configure a '''''Word''''' type receipt.
 
  
−
| 2011/09/29
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
  
−
|  
+
[[ProDon:Transaction Logging|Transaction Logging]]
−
Procedure to configure a thank-you letter integrated to a receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]  
 
  
−
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
−
Procedure for the issuance of receipts following transactions entry.
 
  
−
| 2011/09/29
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
  
−
|  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]  
 
  
−
|  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Receipt|Cancelling a Receipt]]  
 
  
−
|  
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Modifying the Owner of a Receipt|Modifying the Owner of a Receipt]]  
 
  
−
|
+
== Commitments module  ==
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Prospecting_Module|Prospecting]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
|
 
−
[[ProDon:Client Management|Client Management]]  
 
  
−
|  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
Explanations on the elements present in the client management and in the client file.
 
  
−
| 2011/08/12
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
| 1<br>
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Contacts and Links|Contacts and Links]]  
 
  
−
|  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
 
  
−
|  
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
Procedure to search and eliminate duplicates.
 
  
−
| 2011/06/28
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
| 1<br>
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
  
−
|  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
−
Procedure to eliminate a known duplicate.
 
  
−
| 2011/10/04
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
−
| 1<br>
 
−
| 4.5.6.13
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing  ====
 
  
−
|-
 
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
  
−
|
+
<br>
−
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
  
−
| 2011/11/15<br>
+
== Receipts configuration  ==
−
| 1<br>
 
−
| 4.5.6.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Transaction Logging|Transaction Logging]]
 
  
−
|  
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
|
 
−
Coming soon
 
  
−
|
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
  
−
|  
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
 
  
−
|
 
−
Procedure for the issuance of documents following the entry of transactions.
 
  
−
| 2011/10/19<br>  
+
<br>  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<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
+
<br>
−
| 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]]
 
  
−
|
+
<br>
−
Procedure to cancel a transaction and to understand the impact on the reports.
 
  
−
| 2011/11/25<br>
 
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
Steps on How to Make a Deposit
 
  
−
|
+
== Multi-management / Information extraction  ==
−
Coming soon
 
  
−
| <br>
+
   
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Search, Query and Information Extraction ====
 
  
−
|-
 
−
|
 
 
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
  
−
|
 
−
Explanations on the use of these fields.
 
−
 
−
| 2011/07/12<br>
 
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
 
[[Common functions:Search Bar|Search Bar]]  
 
[[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)]]  
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
  
−
|  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
−
Explanations on the "Filter Data" tool.
 
  
−
| 2011/08/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
 
[[ProDon:Customized Lists|Customized Lists]]  
 
[[ProDon:Customized Lists|Customized Lists]]  
  
−
|  
+
[[ProDon:Custom Reports|Custom Reports]]
−
Coming soon
+
 
 +
[[ProDon:Analysis Summary|Analysis Summary]]
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Mass Mailing and Master Documents  ====
 
  
−
|-
+
<br>
−
|
+
 
 +
== Mass mailing and master documents  ==
 +
 
 
[[ProDon:Master Document Management|Master Document Management]]  
 
[[ProDon:Master Document Management|Master Document Management]]  
  
−
|  
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
−
Procedure to create master documents integrated to '''''ProDon'''''.
+
 
 +
[[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]]
  
−
| 2011/08/30<br>  
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
−
| 1<br>  
+
 
−
| 4.6.5.6<br>  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
−
| Active<br>
+
 
−
|-
+
 
−
|  
+
<br>
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
+
 
 +
== 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>  
 +
 
 +
 
 +
<br>
 +
 
 +
== Electronic Transaction Module ==
 +
 
 +
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 +
 
 +
[[ProDon:Bank_Rejections|Process Bank Rejections]]
 +
 
 +
== Online donation module  ==
 +
 
 +
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
 +
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
 +
 
 +
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
 +
 
 +
 
 +
'''<u>Frequently Asked Questions (FAQ)</u>'''
 +
 
 +
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
 +
 
 +
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
 +
[https://scribehow.com/viewer/Form_Designer__Add__edit_your_Web_form_title__hgNNjLgEQ8ONr4vx5SMa9A Form Designer - Add / edit your Web form title]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__Changing_Email_Options__KomKTxKqTKGNyCkUMVPxpA?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Changing Email Options]
 +
 
 +
[https://scribehow.com/viewer/Forms_Designer__Modifying_the_total_amount__czyWDgxJQGupIzzXSx8svA?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Modifying the total amount]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__Modifying_donor_address_options__CZTz04hZQKqidyD3fOOtTw?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Modifying donor address options]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Themes__qjI-PSoCQAepmyCbEOayHg?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Adding or Editing Themes]
 +
 
 +
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
 +
 
 +
 
 +
'''<u>Frequently Asked Questions (FAQ)</u>'''
 +
 
 +
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
 +
 
 +
=== Classic Prodon ===
 +
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 +
 
 +
[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]
 +
 
 +
[[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]]  
  
−
|
 
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
  
−
| 2011/07/21
+
<br>
−
| 1
 
−
| 4.6.5.6
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 
  
−
|
+
== E-mail blast module  ==
−
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
  
−
| 2011/08/30
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mass Mailing|Mass Mailing]]  
 
  
−
|  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
−
Procedure for the use of the mass mailing functions.
 
  
−
| 2011/08/30
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mailing History|Mailing History]]  
 
  
−
|  
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
−
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]]
 
  
−
|
+
<br>
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
  
−
| 2011/08/30
+
== eReceipt Module ==
−
| 1
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
 
  
−
|  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
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]]
 
  
−
|
+
<br>
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
  
−
| 2011/08/30
+
== Update descriptions ==
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Multi-management ====
 
  
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]
−
|
 
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.  
 
  
−
| 2011/08/30  
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
−
| 1  
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Task and History Management (CRM)|Task and History Management (CRM)]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
−
Coming soon
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:View Management|View Management]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
−
Coming soon
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Analysis and Reports  ====
 
  
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
|
 
−
[[ProDon:Customized Reports|Custom Reports]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
Procedure to configure and use custom reports.  
 
  
−
| 2011/08/17<br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
−
| 1<br>
 
−
| 4.6.5.8<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Analysis Summary|Analysis Summary]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
Explanations concerning the use of summaries in "Analysis and history".  
 
  
−
| 2011/08/30
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
−
|-
+
== Technical documents ==
−
|
 
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
  
−
|
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
Coming soon
 
  
−
| <br>
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Importation Modules|Importation Modules]]  
 
  
−
|  
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
−
| 2011/04/07
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| 24
 
−
| 4.6.3.24
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Beneficiary Module|Beneficiaries Module]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Training plans ==
−
| <br>
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Prospecting and Commitment Module|Prospecting and Commitments Module]]  
 
  
−
|  
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Invoicing Module|Invoicing Module]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Policies ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:E-Mail Blast Module|E-Mail Blast Module]]
 
  
−
|
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
−
Coming soon
 
  
−
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Multi-organization Module|Multi-organization Module]]  
 
  
−
|
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
Coming soon
 
  
−
|
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Appendix A - Technical Documents  ====
 
  
−
|-
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
−
|
 
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|}
 
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 11:27, 10 December 2025

Table of Contents



100% Web-based PRODON Hybrid Plan

View Plans

Hosted service

Connection to the hosted service

Disconnecting from the hosted service

Copy files from the hosted service to the computer

Copy files from the computer to the hosted service

Print from the hosted service


100% Web-based PRODON

Prodon Web Integration - For plan subscribers ONLY

Update & Data Backup

Web Update

Performing Data Backup

Restoring Data

General features

Lexicon

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


Clients & Relations

Procedure to add a client

Client Management

Manipulation of client file tabs

Relations

Relations Types

Searching and Eliminating Duplicates

Merging and Deleting a Client

Customization of the database

Categories vs Customized Fields vs Characteristics

Characteristic Management

Customized Field Configuration

Preferences

Default Values

Dynamic Drop-down Lists

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method Management

Period Management

Summary Management

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

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



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'










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





Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Ticketing – For plan subscribers ONLY

Ticketing

Ticketing - Detailed Procedure

Ticketing - Activity Configuration

Ticketing - Inventory

Ticketing - Event / Raffle

Ticketing - View and Transfer Tickets

Ticketing - QR code scanning

Ticketing - "Tickets" tab in the Prodon web form

Ticketing - Drawing - Regulatory requirements


Frequently Asked Questions (FAQ)

Ticketing - Frequently Asked Questions (FAQ)

Form Designer – For plan subscribers ONLY

Form Designer - Add / edit your Web form title

Form Designer - General Options

Form Designer - Editing Donor Information

Form Designer - Changing Email Options

Form Designer - Modifying the total amount

Form Designer - Modifying donor address options

Form Designer - Adding or Editing Themes

Form Designer - Adding or Editing Image Groups


Frequently Asked Questions (FAQ)

Form designer - Frequently Asked Questions (FAQ)

Classic Prodon

Home Page and Website Configuration

Creating a Client Web form

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 5.0.20

Prodon 5.0.19

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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