Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
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{{Header_TOC}}
  
Here is the table of contents of 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>
  
{| 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]
! style="text-align: center;" | Title
 
! Description
 
! width="60" style="text-align: center;" | Revision
 
! width="60" style="text-align: center;" | Rev. no.  
 
! width="60" style="text-align: center;" | Version
 
! width="60" style="text-align: center;" | Status
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Unclassified  ====
 
  
|-
+
== 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>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:Web Update|Web Update]]  
 
  
|
+
[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.
 
  
|
+
[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]
2011/06/14
 
  
|
 
1
 
  
|
+
'''<u>100% Web-based PRODON</u>'''
4.6.5.5
 
  
|
+
[https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - <span style="color: rgb(255, 0, 0);">'''For plan subscribers ONLY'''</span>
Active
 
  
|-
+
== Update & Date Backup ==
|
+
[[Common functions:Web Update|Web Update]]
[[Common functions:Saving Data|Saving Data]]  
 
  
|  
+
[[Common functions:Performing Data Backup|Performing Data Backup]]
Procedure to perform a data backup.
 
  
|  
+
[[Common functions:Restoring Data|Restoring Data]]
2011/07/12
 
  
|
+
== General features  ==
1
 
  
|  
+
[[ProDon:Lexicon|Lexicon]]
4.6.5.5
 
  
|  
+
[[ProDon:Region Management|Region Management]]
Active
 
  
|-
+
[[Common functions:View Management|View Management]]
|
 
[[Common functions:Restoring Data|Restoring Data]]  
 
  
|  
+
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
Procedure to perform a data restore.
 
  
|  
+
== Protection of personal information (Law 25) ==
2011/07/12
+
[[ProDon:Anonymization|Anonymization]]
  
|  
+
== User management ==
1
+
[[ProDon:User Management|Creating a new user]]
  
|  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
4.6.5.5
 
  
|  
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
Active
+
 
 +
[[ProDon:Change_user_password|Change a user password]]
  
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Configuration  ====
 
  
|-
 
|
 
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 
  
|
+
== Transaction structure configuration  ==
Coming soon
 
  
|
 
|
 
|
 
|
 
|-
 
|
 
 
[[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:Characteristic Management|Characteristic Management]]  
 
  
|  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
Procedure to create, manage and use characteristics.
 
  
|  
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
2012/02/16
 
  
|
+
[[ProDon:Participant Management|Participant Management]]  
1
 
 
 
|
 
4.6.6.7
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Origin Code Management|Origin Code Management]]  
 
 
 
|
 
Coming soon
 
  
|
 
|
 
|
 
|
 
|-
 
|
 
[[ProDon:General Ledger Account Management|General Ledger Account Management]]
 
 
|
 
Coming soon
 
 
|
 
|
 
|
 
|
 
|-
 
|
 
 
[[ProDon:Payment Method Management|Payment Method Management]]  
 
[[ProDon:Payment Method Management|Payment Method Management]]  
  
|
+
[[ProDon:Period Management|Period Management]]
Coming soon
 
 
 
|
 
|
 
|
 
|
 
|-
 
|
 
[[ProDon:Period Management|Period Management]]  
 
 
 
|
 
Procedure to create, manage and use periods.
 
 
 
|
 
2011/07/21
 
 
 
|
 
1
 
 
 
|
 
4.6.5.5
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Region Management|Region Management]]
 
 
 
|
 
Procedure to create, manage and use regions.
 
 
 
|
 
2011/07/12
 
 
 
|
 
1
 
 
 
|
 
4.6.5.5
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Summary Management|Summary Management]]
 
 
 
|
 
Procedure to create summaries that are used in master documents and custom reports.
 
 
 
|
 
2011/10/24
 
 
 
|
 
1
 
 
 
|
 
4.6.5.13
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:User Management|User Management]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Preferences|Preferences]]
 
 
 
|
 
Explanations on the user and the system preferences of '''''ProDon'''''.
 
 
 
|
 
2012/02/07
 
 
 
|
 
1
 
 
 
|
 
4.6.6.5
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Default Values|Default Values]]
 
 
 
|
 
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:Summary Management|Summary Management]]
1
 
  
|
+
 
4.6.6.5
+
<br>
  
|
+
== Receipts configuration  ==
Active
 
  
|-
 
|
 
[[ProDon:Categories vs Characteristics vs Customized Fields|Categories vs Characteristics vs Customized Fields]]
 
 
|
 
Coming soon
 
 
|
 
|
 
|
 
|
 
|-
 
| 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]]  
  
|
 
Explanations on the settings relating to receipts.
 
 
|
 
2011/09/29
 
 
|
 
1
 
 
|
 
4.5.6.11
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
 
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
  
|
 
Procedure to configure a standard type receipt.
 
 
|
 
2011/10/19
 
 
|
 
1
 
 
|
 
4.5.6.11
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
  
|
 
Procedure to configure a '''''Word''''' type receipt.
 
 
|
 
2011/09/29
 
 
|
 
1
 
 
|
 
4.6.5.11
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
  
|
 
Procedure to configure a thank-you letter integrated to a receipt.
 
 
|
 
2011/10/19
 
 
|
 
1
 
 
|
 
4.6.5.13
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]
 
 
|
 
Procedure for the issuance of receipts following transactions entry.
 
 
|
 
2011/09/29
 
 
|
 
1
 
 
|
 
4.6.5.11
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
  
|
 
Coming soon<br>
 
  
|
 
 
<br>  
 
<br>  
  
| <br>
+
== Customization of the database  ==
|
 
<br>
 
  
|  
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
<br>
 
  
|-
+
[[ProDon:Categorie_Management|Categorie_Management]]
|
 
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
  
|  
+
[[ProDon:Characteristic Management|Characteristic Management]]
Procedure to view the list of issued and/or cancelled receipts.<br>
 
  
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
2012/02/16
 
  
|
+
[[ProDon:Preferences|Preferences]]  
1
 
 
 
|
 
4.6.6.10
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Cancelling a Receipt|Cancelling a Receipt]]  
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Client  ====
 
 
 
|-
 
|
 
[[ProDon:Client Management|Client Management]]
 
 
 
|
 
Explanations on the elements present in the client management and in the client file.
 
 
 
|
 
2011/08/12
 
 
 
|
 
1
 
 
 
|
 
4.6.5.7
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Contacts and Links|Contacts and Links]]
 
 
 
|
 
Coming soon
 
  
| <br>
+
[[ProDon:Default Values|Default Values]]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
 
  
|  
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] 
Procedure to search and eliminate duplicates.
 
  
|
 
2011/06/28
 
  
|
+
<br>
1
 
  
|
+
== Transaction processing and Deposit loop  ==
4.6.5.5
 
  
|  
+
[[ProDon:Transaction_Processing|Transaction Processing]]
Active
 
  
|-
 
|
 
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
 
|
 
Procedure to eliminate a known duplicate.
 
 
|
 
2011/10/04
 
 
|
 
1
 
 
|
 
4.5.6.13
 
 
|
 
Active
 
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Transactions, Occasions and Batch Processing  ====
 
 
|-
 
|
 
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
 
|
 
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
 
|
 
2011/11/15
 
 
|
 
1
 
 
|
 
4.5.6.13
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Transaction Logging|Transaction Logging]]  
 
[[ProDon:Transaction Logging|Transaction Logging]]  
  
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
 
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
 
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
  
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
Procedure explaining the entry of expenditure transactions.
 
  
|  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
2012/02/16
 
  
|  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
1
 
  
|  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
4.6.6.10
 
  
|  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
Active
 
  
|-
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
|
 
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
  
|  
+
[[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: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>
1
 
  
|
+
== Clients  ==
4.6.5.13
 
  
|  
+
[[ProDon Procedure to add a client|Procedure to add a client]]
Active
 
  
|-
+
[[ProDon:Client Management|Client Management]]  
|
 
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
 
  
|  
+
[[ProDon:Client File|Client file]]
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
  
|  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
2011/08/30
 
  
|  
+
[[ProDon:Relations|Relations]]
1
 
  
|  
+
[[ProDon:Relation_Types|Relations Types]]
4.6.5.5
 
  
|  
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
Active
 
  
|-
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
|
 
[[ProDon:Participant Management|Participant Management]]  
 
  
|
 
Procedure to configure and use the notion of participant.
 
  
|
+
<br>
2011/07/21
 
  
|
+
== Couple management  ==
1
 
  
|
 
4.6.5.5
 
  
|  
+
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
Active
 
  
|-
 
|
 
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 
  
|
+
== Multi-management / Information extraction  ==
Procedure to cancel a transaction and to understand the impact on the reports.
 
  
|
+
2011/11/25
 
  
|  
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
1
 
  
|  
+
[[Common functions:Search Bar|Search Bar]]
4.6.6.5
 
  
|  
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
Active
 
  
|-
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
|
 
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
 
  
|  
+
[[ProDon:Customized Lists|Customized Lists]]
Procedure to enter the number of hours worked (e.g. volunteer work).
 
  
|  
+
[[ProDon:Custom Reports|Custom Reports]]
2012/02/14
 
  
|  
+
[[ProDon:Analysis Summary|Analysis Summary]]
1
 
  
|
 
4.6.6.7
 
  
|
+
<br>
Active
 
  
|-
+
== Mass mailing and master documents  ==
|
 
[[ProDon:Steps on How to Make a Deposit|Steps on How to Make a Deposit]]
 
  
|  
+
[[ProDon:Master Document Management|Master Document Management]]
Coming soon
 
  
| <br>
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Search, Query and Information Extraction  ====
 
  
|-
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
|
 
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
  
|  
+
[[ProDon:Mass Mailing|Mass Mailing]]
Explanations on the use of these fields.
 
  
|  
+
[[ProDon:Mailing History|Mailing History]]
2011/07/12
 
  
|  
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
1
 
  
|  
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
4.6.5.5
 
  
|  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
Active
 
  
|-
 
|
 
[[Common functions:Search Bar|Search Bar]]
 
  
|
+
<br>
Explanations on the search bar.
 
  
|
+
== Available modules  ==
2011/07/22
 
  
|  
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
1
 
  
|  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
4.6.5.7
 
  
|
 
Active
 
  
|-
+
<br>
|
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
 
  
|
+
== Imports module  ==
Explanations on the "Filter Data" tool.
 
  
|  
+
[[ProDon:Importation Modules|Client import and update module]]
2011/08/12
 
  
|  
+
[[ProDon:Importation Modules|Transaction import]]
1
 
  
|  
+
[[ProDon:Importation Modules|Commitment import]]
4.6.5.5
 
  
|
 
Active
 
  
|-
+
<br>
|
 
[[ProDon:Customized Lists|Customized Lists]]
 
  
|
+
== Commitments module  ==
Coming soon
 
  
| <br>
+
[[ProDon:Prospecting_Module|Prospecting]]
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Mass Mailing and Master Documents  ====
 
  
|-
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
|
 
[[ProDon:Master Document Management|Master Document Management]]  
 
  
|  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
Procedure to create master documents integrated to '''''ProDon'''''.
 
  
|  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
2011/08/30
 
  
|  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
1
 
  
|  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
4.6.5.6
 
  
|  
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
Active
 
  
|-
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
|
 
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
 
  
|  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
  
|  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
2011/07/21
 
  
|
 
1
 
  
|
+
<br>
4.6.5.6
 
  
|
+
== Electronic Transaction Module ==
Active
 
  
|-
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
|
 
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
 
  
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
  
|
+
== Online donation module  ==
2011/08/30
 
  
|
+
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
1
+
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
  
|  
+
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
4.6.5.7
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
Active
 
  
|-
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
|
 
[[ProDon:Mass Mailing|Mass Mailing]]  
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
Procedure for the use of the mass mailing functions.  
 
  
|
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
2011/08/30
 
  
|
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
1
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
4.6.5.8
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
Active
 
  
|-
 
|
 
[[ProDon:Mailing History|Mailing History]]
 
  
|
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
Procedure for the configuration, the creation and the use of mailings.
 
  
|  
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
2011/09/26
 
  
|
+
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
1
+
[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]
4.6.5.10
 
  
|
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
Active
 
  
|-
+
[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]
|
 
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
  
|
+
[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 create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.  
 
  
|
+
[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]
2011/08/30
 
  
|
+
[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]
1
 
  
|
+
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
4.6.5.7
 
  
|
 
Active
 
  
|-
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
|
 
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
  
|  
+
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
  
|  
+
=== Classic Prodon ===
2011/08/30
+
[[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]
1
 
  
|  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
4.6.5.7
 
  
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
Active
 
  
|-
+
[[ProDon:Label Configuration|Label Configuration]]  
|
 
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
 
  
|  
+
[[ProDon:Importing Donations|Importing Donations]]
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
  
|  
+
[[ProDon:Viewing Donations|Viewing Donations]]
2011/08/30
 
  
|  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
1
 
  
|  
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
4.6.5.7
 
  
|  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
Active
 
  
|-
+
[[ProDon:Back office|Back office]]
| bgcolor="#ffff80" colspan="6" |
 
==== Multi-management  ====
 
  
|-
 
|
 
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
  
|
+
<br>
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
|
+
== E-mail blast module  ==
2011/08/30
 
  
|  
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
1
 
  
|  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
4.6.5.5
 
  
|  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
Active
 
  
|-
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
|
 
[[Common functions:Task and History Management (CRM)|Task and History Management (CRM)]]  
 
  
|
 
Coming soon
 
  
| <br>  
+
<br>
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:View Management|View Management]]
 
  
|  
+
== eReceipt Module ==
Coming soon
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
  
|  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
|
 
|
 
|
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Analysis and Reports  ====
 
  
|-
 
|
 
[[ProDon:Customized Reports|Custom Reports]]
 
  
|
+
<br>
Procedure to configure and use custom reports.
 
  
|
+
== Update descriptions  ==
2011/08/17
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]
1  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
4.6.5.8
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
|
 
[[ProDon:Analysis Summary|Analysis Summary]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
Explanations concerning the use of summaries in "Analysis and history".  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
2011/08/30  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
1  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
4.6.5.8
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
| bgcolor="#ffff80" colspan="6" |
 
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|
 
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
Coming soon
 
  
| <br>
+
== Technical documents ==
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importation Modules|Importation Modules]]
 
  
|
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
|
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
2011/04/07
 
  
|  
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
24
 
  
|  
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
4.6.3.24
 
  
|
 
Active
 
  
|-
+
== Training plans ==
|
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
[[ProDon:Beneficiary Module|Beneficiaries 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:Prospecting and Commitment Module|Prospecting and Commitments Module]]  
 
  
|
 
Coming soon
 
  
| <br>
+
== Policies ==
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Invoicing Module|Invoicing 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>
 
|-
 
|
 
[[Common functions:E-Mail Blast Module|E-Mail Blast Module]]  
 
  
|
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
Coming soon
 
  
| <br>
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Multi-organization Module|Multi-organization Module]]  
 
  
|
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
Coming soon
 
  
|
 
|
 
|
 
|
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Appendix A - Technical Documents  ====
 
 
|-
 
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|}
 
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 14:34, 13 November 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 & Date 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


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



Receipts configuration

General Configuration of the Receipt

Configuration of a Standard Type Receipt

Configuration of a Word Type Receipt

Configuration of a Thank-you Letter Integrated

'To be calculated' Status to 'To be issued'



Customization of the database

Categories vs Customized Fields vs Characteristics

Categorie_Management

Characteristic Management

Customized Field Configuration

Preferences

Default Values

Dynamic Drop-down Lists



Transaction processing and Deposit loop

Transaction Processing

Transaction Logging

Expenditure Transaction Logging

Negative Transaction Entry

Entry of Volunteer Hours

Validation and Transfer of a Transaction Batch

Processing Receipts to be Issued

Processing Documents to be Issued

Cancelling a Transaction

Cancelling, Reissuing and Reprinting Receipts

List of Issued and/or Cancelled Receipts



Clients

Procedure to add a client

Client Management

Client file

Manipulation of client file tabs

Relations

Relations Types

Searching and Eliminating Duplicates

Merging and Deleting a Client



Couple management

Issuance of couple receipt


Multi-management / Information extraction

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary



Mass mailing and master documents

Master Document Management

Duplicating a Master Document

Integrating a Word Document in the Database

Mass Mailing

Mailing History

Labels or Envelopes Word 2002-2003

Labels or Envelopes Word 2007

Labels or Envelopes Word 2010



Available modules

Accounting Integration Module

Beneficiaries Module



Imports module

Client import and update module

Transaction import

Commitment import



Commitments module

Prospecting

Commitment Management (Objective vs Automatic)

Entering a commitment by objective

Entering an automatic commitment

Automatic Commitment Transactions

Mass Mailing, follow-ups and reminders for commitments by objective

Mass Mailing, follow-ups and reminders for automatic commitments

Generate Commitment Reports

Link one or more transactions to a commitment

Edit Commitment Payment Information



Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

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