Difference between revisions of "ProDon:Table of Contents"
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| − | + | 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.<br><br> | |
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| − | + | == General == | |
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| − | | | + | [[ProDon:Lexicon|Lexicon]] |
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[[Common functions:Web Update|Web Update]] | [[Common functions:Web Update|Web Update]] | ||
| − | | | + | [[Common functions:Performing Data Backup|Performing Data Backup]] |
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| + | [[Common functions:Restoring Data|Restoring Data]] | ||
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| − | + | <br> | |
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| − | + | == General Configuration == | |
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| − | + | [[ProDon:Preferences|Preferences]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Default Values|Default Values]] |
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| − | + | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Period Management|Period Management]] |
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| − | + | [[ProDon:Region Management|Region Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Summary Management|Summary Management]] |
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| − | + | == Transaction structure configuration == | |
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| − | | | + | [[ProDon:Campaign Management|Campaign Management]] |
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| − | + | [[ProDon:Origin Code Management|Origin Code Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Accounting System Links Management|Accounting System Links Management]] |
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| − | + | [[ProDon:Donation Occasion Management|Donation Occasion Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]] |
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| − | + | [[ProDon:Participant Management|Participant Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Payment Method Management|Payment Method Management]] |
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| − | + | <br> | |
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| − | + | == Receipts configuration == | |
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| − | | | + | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] |
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| − | + | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] |
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| − | + | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] |
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| − | + | <br> | |
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| − | + | == Customization of the database == | |
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| − | | | + | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]] |
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| − | + | [[ProDon:Categorie_Management|Categorie_Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Characteristic Management|Characteristic Management]] |
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| − | | | + | [[ProDon:Customized Field Configuration|Customized Field Configuration]] |
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| − | + | <br> | |
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| − | + | == Transaction processing and Deposit loop == | |
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| − | | | + | [[ProDon:Transaction_Processing|Transaction Processing]] |
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| − | + | [[ProDon:Transaction Logging|Transaction Logging]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] |
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| − | + | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]] |
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| − | + | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]] |
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| − | + | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] |
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| − | + | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] |
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| − | + | <br> | |
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| − | + | == Clients == | |
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| − | | | + | [[ProDon Procedure to add a client|Procedure to add a client]] |
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[[ProDon:Client Management|Client Management]] | [[ProDon:Client Management|Client Management]] | ||
| − | | | + | [[ProDon:Client File|Client file]] |
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| − | + | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Relations|Relations]] |
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[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] | ||
| − | | | + | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]] |
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| − | + | <br> | |
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| − | + | == Couple management == | |
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| − | + | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]] | |
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| − | [[ProDon: | ||
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| − | + | == Multi-management / Information extraction == | |
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| − | + | [[Common functions:View Management|View Management]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] |
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| − | + | [[Common functions:Search Bar|Search Bar]] | |
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| − | | | + | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]] |
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| − | + | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Customized Lists|Customized Lists]] |
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| − | + | [[ProDon:Custom Reports|Custom Reports]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Analysis Summary|Analysis Summary]] |
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| − | + | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] | |
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| − | + | <br> | |
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| − | + | == Mass mailing and master documents == | |
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| − | + | [[ProDon:Master Document Management|Master Document Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]] |
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| − | | | + | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]] |
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| − | | | + | [[ProDon:Mass Mailing|Mass Mailing]] |
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| − | | | + | [[ProDon:Mailing History|Mailing History]] |
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| − | + | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] |
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| − | + | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] | |
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| − | [[ | ||
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| − | + | <br> | |
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| − | + | == Available modules == | |
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| − | + | [[ProDon:Accounting Integration Module|Accounting Integration Module]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Beneficiaries Module|Beneficiaries Module]] |
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| − | + | <br> | |
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| − | + | == Multiuser module == | |
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| − | + | [[ProDon:User Management|Creating a new user]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:User Management|Creating a new user group]] |
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| − | + | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]] |
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| − | + | [[ProDon:Change_user_password|Change a user password]] | |
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| − | [[ProDon: | ||
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| − | + | <br> | |
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| − | + | == Imports module == | |
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| − | + | [[ProDon:Importation Modules|Client import and update module]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Importation Modules|Transaction import]] |
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| − | + | [[ProDon:Importation Modules|Commitment import]] | |
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| − | [[ProDon: | ||
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| − | + | <br> | |
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| − | + | == Commitments module == | |
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| − | | | + | [[ProDon:Prospecting_Module|Prospecting]] |
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| − | + | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]] |
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| − | + | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]] |
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| − | + | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]] |
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| − | | | + | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]] |
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| − | + | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]] |
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| − | + | <br> | |
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| − | + | == Electronic Transaction Module == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
| + | | width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]] | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]] |
| − | [[ProDon: | + | |} |
| − | + | == Online donation module == | |
| − | |||
| − | | | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
| − | | | + | |- |
| − | | | + | | width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]] |
| − | | | + | |- |
| + | | width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Label Configuration|Label Configuration]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Importing Donations|Importing Donations]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Viewing Donations|Viewing Donations]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]] | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]] |
| − | [[ProDon: | + | |- |
| + | | width="400" | [[ProDon:Back office|Back office]] | ||
| + | |} | ||
| + | |||
| + | <br> | ||
| − | + | == E-mail blast module == | |
| − | |||
| − | | | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
| − | | | + | |- |
| − | | | + | | width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]] |
| − | | | + | |- |
| + | | width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]] | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]] | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]] |
| − | [[ProDon: | + | |} |
| − | + | <br> | |
| − | |||
| − | | | + | == eReceipt Module == |
| − | | | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
| − | | | + | |- |
| − | | | + | | width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]] |
| + | |- | ||
| + | |[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration] | ||
|- | |- | ||
| − | | | + | |} |
| − | + | <br> | |
| + | == Update descriptions == | ||
| − | | | + | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" |
| − | + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17] | |
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6] | ||
| + | |- | ||
| + | |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5] | ||
| + | |- | ||
| + | | width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4] | ||
| + | |- | ||
| + | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3] | ||
| + | |- | ||
| + | | width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2] | ||
| + | |} | ||
| − | + | == Documents == | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | === Technical documents === | |
| − | |||
| − | | | + | {| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1" |
| − | | | + | |[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements] |
| − | | | + | |- |
| − | | | + | |[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications] |
| + | |- | ||
| + | | width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]] | ||
|- | |- | ||
| − | | | + | |[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]] |
| − | [[Common functions: | + | |} |
| − | | | + | === Training plans === |
| − | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | |
| − | + | |[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon] | |
| − | | | + | |- |
| − | | | + | | width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]] |
| − | | | ||
| − | | | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]] |
| − | [[ProDon: | + | |} |
| − | + | === Policies === | |
| − | |||
| − | | | + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
| − | | | + | | width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use] |
| − | |||
| − | | | ||
|- | |- | ||
| − | | | + | |[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy] |
| − | + | |- | |
| − | + | |[https://www.jedonneenligne.org/logizone/community.html Community regulations] | |
| + | |- | ||
| + | | [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy] | ||
|- | |- | ||
| − | | | + | |[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement] |
| − | |||
| − | |||
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| − | |||
| − | |||
|} | |} | ||
| + | <br> | ||
{{Footer_ProDon}}<br> | {{Footer_ProDon}}<br> | ||
Latest revision as of 15:06, 29 May 2024
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
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
General Configuration
Transaction structure configuration
Accounting System Links 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
Customized Field Configuration
Transaction processing and Deposit loop
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Clients
Manipulation of client file tabs
Searching and Eliminating Duplicates
Couple management
Multi-management / Information extraction
Client and Individual vs Other Fields
Mass mailing and master documents
Integrating a Word Document in the Database
Labels or Envelopes Word 2002-2003
Available modules
Multiuser module
Visibility in views, filters, tasks, etc.
Copy user preferences to another user
Imports module
Client import and update module
Commitments module
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
Link one or more transactions to a commitment
Edit Commitment Payment Information
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
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
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
