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 ==
−
|-
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[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
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! style="text-align: center;" | Title
 
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! Description
 
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! 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  ====
 
  
−
|-
+
== Hosted service ==
−
|
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[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
−
[[ProDon:Lexicon|Lexicon]]  
 
  
−
|
+
[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>
 
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| <br>
 
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| <br>
 
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|-
 
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|
 
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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
 
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| 4.6.5.5
 
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| Active
 
−
|-
 
−
|
 
−
[[Common functions:Saving Data|Saving Data]]  
 
  
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|
 
−
Procedure to perform a data backup.
 
  
−
| 2011/07/12
+
'''<u>100% Web-based PRODON</u>'''
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| 1
 
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| 4.6.5.5
 
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| Active
 
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|-
 
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|
 
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[[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
+
[[Common functions:Web Update|Web Update]]
−
| 4.6.5.5
+
 
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| Active
+
[[Common functions:Performing Data Backup|Performing Data Backup]]
−
|-
+
 
−
| bgcolor="#ffff80" colspan="6" |  
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[[Common functions:Restoring Data|Restoring Data]]
−
==== Configuration  ====
+
 
 +
== 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.]]
 +
 
 +
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 +
 
 +
[[ProDon:Change_user_password|Change a user password]]
 +
 
 +
 
 +
 
 +
== Clients & Relations  ==
 +
 
 +
[[ProDon Procedure to add a client|Procedure to add a client]]
 +
 
 +
[[ProDon:Client Management|Client Management]]
 +
 
 +
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 +
 
 +
[[ProDon:Relations|Relations]]
 +
 
 +
[[ProDon:Relation_Types|Relations Types]]
 +
 
 +
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 +
 
 +
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 +
 
 +
== Customization of the database  ==
 +
 
 +
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 +
 
 +
[[ProDon:Characteristic Management|Characteristic Management]]
  
−
|-
 
−
|
 
 
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
 
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
  
−
|  
+
[[ProDon:Preferences|Preferences]]
−
Coming soon
+
 
 +
[[ProDon:Default Values|Default Values]]
 +
 
 +
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 +
== Transaction structure configuration  ==
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
 
[[ProDon:Campaign Management|Campaign Management]]  
 
[[ProDon:Campaign Management|Campaign Management]]  
  
−
|  
+
[[ProDon:Origin Code Management|Origin Code Management]]
−
Coming soon
+
 
 +
[[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]]
 +
 
 +
[[ProDon:Period Management|Period Management]]
 +
 
 +
[[ProDon:Summary Management|Summary Management]]
 +
 
 +
== Transaction processing and Deposit loop  ==
 +
 
 +
[[ProDon:Transaction_Processing|Transaction Processing]]
 +
 
 +
[[ProDon:Transaction Logging|Transaction Logging]]
  
−
|
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[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Characteristic Management|Characteristic Management]]  
 
  
−
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:General Ledger Account Management|General Ledger Account Management]]  
 
  
−
|  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
−
Coming soon
 
  
−
|
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Period Management|Period Management]]  
 
  
−
|  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
−
Procedure to create, manage and use periods.
 
  
−
| 2011/07/21
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Payment_Method_Management|Payment Method Management]]
 
  
−
| Coming soon
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Region Management|Region Management]]  
 
  
−
|  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
−
Procedure to create, manage and use regions.
 
  
−
| 2011/07/12
+
== Commitments module  ==
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Summary Management|Summary Management]]
 
  
−
|  
+
[[ProDon:Prospecting_Module|Prospecting]]
−
Procedure to create summaries that are used in master documents and custom reports.
 
  
−
| 2011/10/24<br>
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:User Management|User Management]]  
 
  
−
|  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
 
  
−
|  
+
[[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>
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Preferences|Preferences]]  
 
  
−
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
−
Explanations on the user and the system preferences of '''''ProDon'''''.
 
  
−
| 2012/02/07<br>
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Default Values|Default Values]]  
 
  
−
|  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
−
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
  
−
| 2011/11/25
 
−
| 1
 
−
| 4.6.6.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Categories vs Characteristics vs Customized Fields|Categories vs Characteristics vs Customized Fields]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
|
+
== Receipts configuration ==
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Receipts  ====
 
  
−
|-
 
−
|
 
 
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
 
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
  
−
|  
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
−
Explanations on the settings relating to receipts.
+
 
 +
[[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]]
  
−
| 2011/09/29<br>  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
−
| 1<br>  
+
 
−
| 4.5.6.11<br>  
+
 
−
| Active<br>
+
<br> 
−
|-
+
 
−
|
+
 
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
<br>  
 +
 
 +
 
 +
 
 +
<br>  
 +
 
 +
 
 +
<br>
 +
 
 +
 
 +
== 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]]
−
Procedure to configure a standard type receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Mass Mailing|Mass Mailing]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
  
−
|  
+
[[ProDon:Mailing History|Mailing History]]
−
Procedure to configure a '''''Word''''' type receipt.
 
  
−
| 2011/09/29
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
−
| 1
+
 
−
| 4.6.5.11
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
  
−
|  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
−
Procedure to configure a thank-you letter integrated to a receipt.
 
  
−
| 2011/10/19<br>
 
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]
 
  
−
|
+
<br>
−
Procedure for the issuance of receipts following transactions entry.
 
  
−
| 2011/09/29
+
== Available modules  ==
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 
  
−
|  
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>  
+
<br>
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Receipt|Cancelling a Receipt]]
 
  
−
|
+
== Imports module  ==
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Importation Modules|Client import and update module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Modifying the Owner of a Receipt|Modifying the Owner of a Receipt]]  
 
  
−
|  
+
[[ProDon:Importation Modules|Transaction import]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Importation Modules|Commitment import]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
 
−
|
 
−
[[ProDon:Client Management|Client Management]]
 
  
−
|
+
<br>
−
Explanations on the elements present in the client management and in the client file.
 
  
−
| 2011/08/12
 
−
| 1<br>
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Contacts and Links|Contacts and Links]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
+
== Electronic Transaction Module ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 
  
−
|  
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
−
Procedure to search and eliminate duplicates.
 
  
−
| 2011/06/28
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
| 1<br>
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
  
−
|
+
== Online donation module  ==
−
Procedure to eliminate a known duplicate.
 
  
−
| 2011/10/04
+
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
−
| 1<br>
+
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
−
| 4.5.6.13
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing  ====
 
  
−
|-
+
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
−
Explanations for creating and managing donation occasions. Revenues and expenditures.  
 
  
−
| 2011/11/15<br>
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
−
| 1<br>
 
−
| 4.5.6.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Transaction Logging|Transaction Logging]]  
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
−
Coming soon
 
  
−
| <br>
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
−
Coming soon
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 
  
−
|
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
Procedure for the issuance of documents following the entry of transactions.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
 
  
−
|
+
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
−
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
+
[https://scribehow.com/viewer/Form_Designer__Add__edit_your_Web_form_title__hgNNjLgEQ8ONr4vx5SMa9A Form Designer - Add / edit your Web form title]
  
−
| 2011/08/30
+
[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Participant Management|Participant Management]]  
 
  
−
|
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
−
Procedure to configure and use the notion of participant.  
 
  
−
| 2011/07/21
+
[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]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
 
  
−
|
+
[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]
−
Procedure to cancel a transaction and to understand the impact on the reports.
 
  
−
| 2011/11/25<br>
+
[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]
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
 
  
−
|
+
[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]
−
Coming soon
 
  
−
| <br>
+
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
Steps on How to Make a Deposit
 
  
−
|
 
−
Coming soon
 
  
−
| <br>  
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
| <br>  
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Search, Query and Information Extraction  ====
 
  
−
|-
+
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
−
|
 
−
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
  
−
|  
+
=== Classic Prodon ===
−
Explanations on the use of these fields.
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
  
−
| 2011/07/12<br>
+
[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]  
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[Common functions:Search Bar|Search Bar]]  
 
  
−
|  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
−
Explanations on the search bar.
 
  
−
| 2011/07/22
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
  
−
|  
+
[[ProDon:Label Configuration|Label Configuration]]
−
Explanations on the "Filter Data" tool.
 
  
−
| 2011/08/12
+
[[ProDon:Importing Donations|Importing Donations]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Customized Lists|Customized Lists]]  
 
  
−
|  
+
[[ProDon:Viewing Donations|Viewing Donations]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Mass Mailing and Master Documents  ====
 
  
−
|-
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
|
 
−
[[ProDon:Master Document Management|Master Document Management]]  
 
  
−
|  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
−
Procedure to create master documents integrated to '''''ProDon'''''.
 
  
−
| 2011/08/30<br>
+
[[ProDon:Back office|Back office]]  
−
| 1<br>
 
−
| 4.6.5.6<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
 
  
−
|
 
−
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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