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.
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<br><br>
  
{| 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]
! 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  ====
 
  
|-
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== Hosted service ==
|
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[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
[[ProDon:Lexicon|Lexicon]]  
 
  
|
+
[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]]  
 
  
|
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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.
 
  
|
+
[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]
2012/07/27
 
  
|
 
1
 
  
|
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'''<u>100% Web-based PRODON</u>'''
4.6.7.24
 
  
|
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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>
Active
 
  
|-
+
== Update & Data Backup ==
|
+
[[Common functions:Web Update|Web Update]]
[[Common functions:Performing Backup|Performing Backup]]  
 
  
|  
+
[[Common functions:Performing Data Backup|Performing Data Backup]]
Procedure to perform a data backup.
 
  
|  
+
[[Common functions:Restoring Data|Restoring Data]]
2012/07/27
 
  
|
+
== General features  ==
1
 
  
|  
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[[ProDon:Lexicon|Lexicon]]
4.6.7.24
 
  
|  
+
[[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) ==
2012/07/27
+
[[ProDon:Anonymization|Anonymization]]
  
|  
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== User management ==
1
+
[[ProDon:User Management|Creating a new user]]
  
|  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
4.6.7.24
 
  
|  
+
[[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]]
 
  
|
 
Coming soon
 
  
| <br>
+
== Clients & Relations  ==
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Campaign Management|Campaign Management]]
 
  
|  
+
[[ProDon Procedure to add a client|Procedure to add a client]]
Coming soon
 
  
| <br>
+
[[ProDon:Client Management|Client Management]]  
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Characteristic Management|Characteristic Management]]  
 
  
|  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
Procedure to create, manage and use characteristics.
 
  
|  
+
[[ProDon:Relations|Relations]]
2012/02/16
 
  
|  
+
[[ProDon:Relation_Types|Relations Types]]
1
 
  
|  
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
4.6.6.7
 
  
|  
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
Active
 
  
|-
+
== Customization of the database  ==
|
 
[[ProDon:Origin Code Management|Origin Code Management]]
 
  
|  
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
Coming soon
 
  
| <br>
+
[[ProDon:Characteristic Management|Characteristic Management]]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:General Ledger Account Management|General Ledger Account Management]]  
 
  
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
Coming soon
 
  
| <br>
+
[[ProDon:Preferences|Preferences]]  
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Payment Method Management|Payment Method Management]]  
 
  
|  
+
[[ProDon:Default Values|Default Values]]
Coming soon
 
  
| <br>
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| <br>
+
== Transaction structure configuration  ==
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Period Management|Period Management]]  
 
  
|  
+
[[ProDon:Campaign Management|Campaign Management]]
Procedure to create, manage and use periods.
 
  
|  
+
[[ProDon:Origin Code Management|Origin Code Management]]
2011/07/21
 
  
|  
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
1
 
  
|  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
4.6.5.5
 
  
|  
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
Active
 
  
|-
+
[[ProDon:Participant Management|Participant Management]]  
|
 
[[ProDon:Region Management|Region Management]]  
 
  
|  
+
[[ProDon:Payment Method Management|Payment Method Management]]
Procedure to create, manage and use regions.
 
  
|  
+
[[ProDon:Period Management|Period Management]]
2011/07/12
 
  
|  
+
[[ProDon:Summary Management|Summary Management]]
1
 
  
|
+
== Transaction processing and Deposit loop  ==
4.6.5.5
 
  
|  
+
[[ProDon:Transaction_Processing|Transaction Processing]]
Active
 
  
|-
+
[[ProDon:Transaction Logging|Transaction Logging]]  
|
 
[[ProDon:Summary Management|Summary Management]]  
 
  
|  
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
Procedure to create summaries that are used in master documents and custom reports.
 
  
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
2011/10/24
 
  
|  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
1
 
  
|  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
4.6.5.13
 
  
|  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
Active
 
  
|-
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
|
 
[[ProDon:User Management|User Management]]  
 
  
|  
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
Coming soon
 
  
| <br>
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
 
  
|
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Preferences|Preferences]]  
 
  
|
+
== Commitments module  ==
Explanations on the user and the system preferences of '''''ProDon'''''.
 
  
|  
+
[[ProDon:Prospecting_Module|Prospecting]]
2012/02/07
 
  
|  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
1
 
  
|  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
4.6.6.5
 
  
|  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
Active
 
  
|-
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
|
 
[[ProDon:Default Values|Default Values]]  
 
  
|  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
  
|  
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
2011/11/25
 
  
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
1
 
  
|  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
4.6.6.5
 
  
|  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
Active
 
  
|-
 
|
 
[[ProDon:Categories vs Characteristics vs Customized Fields|Categories vs Characteristics vs Customized Fields]]
 
  
|
+
<br>
Coming soon
 
  
| <br>
+
== Receipts configuration ==
| <br>
 
| <br>
 
| <br>
 
|-
 
| 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']]  
  
|
 
Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
  
|
+
<br> 
2012/06/08
 
  
|
 
1
 
  
|
+
<br>  
4.6.6.10<br>  
 
  
|
 
Active
 
  
|-
 
|
 
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
 
  
|
+
<br>  
Procedure to view the list of issued and/or cancelled receipts.<br>  
 
 
 
|
 
2012/02/16
 
 
 
|
 
1
 
 
 
|
 
4.6.6.10
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]<br>
 
 
 
|
 
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>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 
 
 
|
 
Procedure to search and eliminate duplicates.
 
 
 
|
 
2011/06/28
 
 
 
|
 
1
 
  
|
 
4.6.5.5
 
  
|
+
<br>
Active
 
  
|-
 
|
 
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
  
|
+
== Multi-management / Information extraction  ==
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]]
 
 
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
 
 
|
 
Procedure explaining the entry of expenditure transactions.
 
 
|
 
2012/02/16
 
 
|
 
1
 
 
|
 
4.6.6.10
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
 
 
|
 
Coming soon
 
 
| <br>
 
| <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
 
 
|
 
1
 
 
|
 
4.6.5.13
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]
 
 
|
 
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
 
|
 
2011/08/30
 
 
|
 
1
 
 
|
 
4.6.5.5
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Participant Management|Participant Management]]
 
 
|
 
Procedure to configure and use the notion of participant.
 
 
|
 
2011/07/21
 
 
|
 
1
 
 
|
 
4.6.5.5
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 
 
|
 
Procedure to cancel a transaction and to understand the impact on the reports.
 
 
|
 
2011/11/25
 
 
|
 
1
 
 
|
 
4.6.6.5
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
 
 
|
 
Coming soon
 
 
|
 
|
 
|
 
|
 
|-
 
|
 
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
 
 
|
 
Procedure to enter the number of hours worked (e.g. volunteer work).
 
 
|
 
2012/02/14
 
 
|
 
1
 
 
|
 
4.6.6.7
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Steps on How to Make a Deposit|Steps on How to Make a Deposit]]
 
 
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Search, Query and Information Extraction  ====
 
 
|-
 
|
 
 
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
  
|
 
Explanations on the use of these fields.
 
 
|
 
2011/07/12
 
 
|
 
1
 
 
|
 
4.6.5.5
 
 
|
 
Active
 
 
|-
 
|
 
 
[[Common functions:Search Bar|Search Bar]]  
 
[[Common functions:Search Bar|Search Bar]]  
  
|
 
Explanations on the search bar.
 
 
|
 
2011/07/22
 
 
|
 
1
 
 
|
 
4.6.5.7
 
 
|
 
Active
 
 
|-
 
|
 
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
  
|  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
Explanations on the "Filter Data" tool.
 
 
 
|
 
2011/08/12
 
 
 
|
 
1
 
 
 
|
 
4.6.5.5
 
 
 
|
 
Active
 
  
|-
 
|
 
 
[[ProDon:Customized Lists|Customized Lists]]  
 
[[ProDon:Customized Lists|Customized Lists]]  
  
|  
+
[[ProDon:Custom Reports|Custom Reports]]
Explanations on how to create and use customized lists.
 
  
|  
+
[[ProDon:Analysis Summary|Analysis Summary]]
2012/07/13
 
  
|
 
1
 
  
|
+
<br>
4.6.6.18
 
 
 
|
 
Active
 
  
|-
+
== Mass mailing and master documents ==
| bgcolor="#ffff80" colspan="6" |
 
==== Mass Mailing and Master Documents ====
 
  
|-
 
|
 
 
[[ProDon:Master Document Management|Master Document Management]]  
 
[[ProDon:Master Document Management|Master Document Management]]  
  
|
 
Procedure to create master documents integrated to '''''ProDon'''''.
 
 
|
 
2011/08/30
 
 
|
 
1
 
 
|
 
4.6.5.6
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
 
[[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 create a new master document based on a '''''ProDon''''' master document.
 
  
|  
+
[[ProDon:Mass Mailing|Mass Mailing]]
2011/07/21
 
  
|  
+
[[ProDon:Mailing History|Mailing History]]
1
 
  
|  
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
4.6.5.6
 
  
|  
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
Active
 
  
|-
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
|
 
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
 
  
|
 
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
  
|
+
<br>
2011/08/30
 
  
|
+
== Available modules  ==
1
 
  
|  
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
4.6.5.7
 
  
|  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
Active
 
  
|-
 
|
 
[[ProDon:Mass Mailing|Mass Mailing]]
 
  
|
+
<br>
Procedure for the use of the mass mailing functions.
 
  
|
+
== Imports module  ==
2011/08/30
 
  
|  
+
[[ProDon:Importation Modules|Client import and update module]]
1
 
  
|  
+
[[ProDon:Importation Modules|Transaction import]]
4.6.5.8
 
  
|  
+
[[ProDon:Importation Modules|Commitment import]]
Active
 
  
|-
 
|
 
[[ProDon:Mailing History|Mailing History]]
 
  
|
+
<br>
Procedure for the configuration, the creation and the use of mailings.
 
  
|
 
2011/09/26
 
  
|
+
<br>
1
 
  
|
+
== Electronic Transaction Module ==
4.6.5.10
 
  
|  
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
Active
 
  
|-
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
|
 
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
  
|
+
== Online donation module  ==
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
  
|
+
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
2011/08/30
+
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
  
|  
+
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
1
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
4.6.5.7
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
Active
 
  
|-
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
|
 
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
 
  
|
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.  
 
  
|
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
2011/08/30
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
1
 
  
|
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
4.6.5.7
 
  
|
 
Active
 
  
|-
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
|
 
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 
  
|  
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
  
|
+
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
2011/08/30
+
[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]
1
 
  
|
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
4.6.5.7
 
  
|
+
[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]
Active
 
  
|-
+
[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]
| bgcolor="#ffff80" colspan="6" |
 
==== Multi-management  ====
 
  
|-
+
[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]
|
 
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
 
  
|
+
[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]
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
|
+
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
2011/08/30
 
  
|
 
1
 
  
|
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
4.6.5.5
 
  
|  
+
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
Active
 
  
|-
+
=== Classic Prodon ===
| [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]<br>
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
|
 
Coming soon
 
  
| <br>
+
[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]  
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:View Management|View Management]]  
 
  
|  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
Procedure to configure views in the different managements.
 
  
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
2012/07/27
 
  
|  
+
[[ProDon:Label Configuration|Label Configuration]]
1
 
  
|  
+
[[ProDon:Importing Donations|Importing Donations]]
4.6.7.24
 
  
|  
+
[[ProDon:Viewing Donations|Viewing Donations]]
Active
 
  
|-
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
| bgcolor="#ffff80" colspan="6" |
 
==== Analysis and Reports  ====
 
  
|-
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
|
 
[[ProDon:Custom Reports|Custom Reports]]<br>
 
  
|  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
Procedure to configure and use custom reports.
 
  
|  
+
[[ProDon:Back office|Back office]]
2011/08/17
 
  
|
 
1
 
  
|
+
<br>
4.6.5.8
 
  
|
+
== E-mail blast module  ==
Active
 
  
|-
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
|
 
[[ProDon:Analysis Summary|Analysis Summary]]  
 
  
|  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
Explanations concerning the use of summaries in "Analysis and history".
 
  
|  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
2011/08/30
 
  
|  
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
1
 
  
|
 
4.6.5.8
 
  
|
+
<br>
Active
 
  
|-
+
== eReceipt Module ==
| bgcolor="#ffff80" colspan="6" |
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
|-
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
|
 
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
  
|
 
Coming soon
 
  
| <br>  
+
<br>
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importation Modules|Importation Modules]]
 
  
|
+
== Update descriptions  ==
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]
2011/04/07
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
24
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
4.6.3.24
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
|
 
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
Coming soon
 
  
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
Coming soon
 
  
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Invoicing Module|Invoicing Module]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
Coming soon
 
  
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:E-Mail Blast Module|E-Mail Blast 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:Multi-organization Module|Multi-organization 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>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Online Donation Module  ====
 
  
|-
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
|
 
<br>
 
  
|  
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
Coming soon
 
  
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
<br>
 
  
|
+
== Training plans ==
Coming soon<br>
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
  
| <br>
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
<br>
 
  
|  
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
Coming soon<br>
 
  
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
<br>
 
  
|
+
== Policies ==
Coming soon<br>
 
  
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importing Donations|Importing Donations]]  
 
  
|
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
Coming soon<br>
 
  
| <br>
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
<br>
 
  
|
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
Coming soon<br>
 
  
| <br>
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
 
  
|
 
Coming soon
 
  
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
==== Appendix A - Technical Documents  ====
 
 
|-
 
|
 
 
<br>  
 
<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