Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
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{{Header_TOC}}
  
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Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
+
<br><br>
  
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{| width="100%" class="FCK__ShowTableBorders wikitable"
+
== General ==
−
|-
 
−
! style="text-align: center;" | Title
 
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! Description
 
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! width="60" style="text-align: center;" | Revision
 
−
! width="60" style="text-align: center;" | Rev. no.
 
−
! width="60" style="text-align: center;" | Version
 
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! width="60" style="text-align: center;" | Status
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== 1 Unclassified ====
 
  
−
|- | [[ProDon:Lexicon|Lexicon]]  
+
[[ProDon:Lexicon|Lexicon]]
  
−
| Coming soon
+
[[Common functions:Web Update|Web Update]]
  
−
| <br> | <br> | <br> | <br> |- | [[Common functions:Web Update|Web Update]]  
+
[[Common functions:Performing Data Backup|Performing Data Backup]]  
  
−
| Procedure to update your application.
+
[[Common functions:Restoring Data|Restoring Data]]
  
−
| 2012/07/27
+
[[ProDon:Preferences|Preferences]]
  
−
| 1
+
[[ProDon:Default Values|Default Values]]
  
−
| 4.6.7.24
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
  
−
| Active
+
[[ProDon:Region Management|Region Management]]
  
−
|- | [[Common functions:Performing Data Backup|Performing Data Backup]]<br> | Procedure to perform a data backup.
+
[[Common functions:View Management|View Management]]
  
−
| 2012/07/27
+
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
  
−
| 1
+
== Protection of personal information (Law 25) ==
 +
[[ProDon:Anonymization|Anonymization]]
  
−
| 4.6.7.24
+
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
  
−
| Active
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
  
−
|- | [[Common functions:Restoring Data|Restoring Data]]  
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
  
−
| Procedure to perform a data restore.
+
[[ProDon:Change_user_password|Change a user password]]
  
−
| 2012/07/27
+
== General Configuration  ==
  
−
| 1
+
 
  
−
| 4.6.7.24
+
[[ProDon:Period Management|Period Management]] 
  
−
| Active
+
[[ProDon:Summary Management|Summary Management]]
  
−
|- | bgcolor="#ffff80" colspan="6" |
+
== Transaction structure configuration  ==
  
−
==== Configuration  ====
+
[[ProDon:Campaign Management|Campaign Management]]
  
−
|- | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
[[ProDon:Origin Code Management|Origin Code Management]]  
  
−
| Coming soon
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
  
−
| <br> | <br> | <br> | <br> |- | [[ProDon:Campaign Management|Campaign Management]]  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
  
−
| Coming soon
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
  
−
| <br> | <br> | <br> | <br> |- | [[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Participant Management|Participant Management]]  
−
 
 
−
| Procedure to create, manage and use characteristics.
 
−
 
 
−
| 2012/02/16
 
−
 
 
−
| 1
 
−
 
 
−
| 4.6.6.7
 
−
 
 
−
| Active
 
−
 
 
−
|- | [[ProDon:Origin Code Management|Origin Code Management]]
 
−
 
 
−
| Procedure to create origin codes.
 
−
 
 
−
| 2012/09/14
 
−
 
 
−
| 1
 
−
 
 
−
| 4.6.7.27
 
−
 
 
−
| Active
 
−
 
 
−
|- | [[ProDon:Chart of Account Management|Chart of Account Management]]
 
−
 
 
−
| Procedure to create General Ledger accounts.
 
−
 
 
−
| 2012/09/14
 
−
 
 
−
| 1
 
−
 
 
−
| 4.6.7.27
 
−
 
 
−
| Active
 
−
 
 
−
|- | [[ProDon:Payment Method Management|Payment Method Management]]
 
−
 
 
−
| Procedure to create payment methods.
 
−
 
 
−
| 2012/09/14
 
−
 
 
−
| 1
 
−
 
 
−
| 4.6.7.27
 
−
 
 
−
| Active
 
−
 
 
−
|- | [[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
 
−
 
 
−
| 1
 
−
 
 
−
| 4.6.6.5
 
−
 
 
−
| Active
 
−
 
 
−
|- | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 
−
 
 
−
| Comparison and use of the 3 customization methods.
 
−
 
 
−
| 2012/08/09
 
−
 
 
−
| 1
 
  
−
| 4.6.7.24
+
[[ProDon:Payment Method Management|Payment Method Management]]
  
−
| Active
 
  
−
|- | bgcolor="#ffff80" colspan="6" |
+
<br>
  
−
==== Receipts  ====
+
== Receipts configuration ==
  
−
|-
 
−
|
 
 
[[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]]  
  
−
|  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
−
Procedure to configure a thank-you letter integrated to a receipt.
 
  
−
|
 
−
2011/10/19
 
  
−
|
+
<br>
−
1
 
  
−
|
+
== Customization of the database  ==
−
4.6.5.13
 
  
−
|  
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
−
Active
 
  
−
|-
+
[[ProDon:Categorie_Management|Categorie_Management]]
−
|
 
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]  
 
  
−
|  
+
[[ProDon:Characteristic Management|Characteristic Management]]
−
Procedure for the issuance of receipts following transactions entry.
 
  
−
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
−
2011/09/29
 
  
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.5.11
 
  
−
|
+
== Transaction processing and Deposit loop  ==
−
Active
 
  
−
|-
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
|
 
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
  
−
|  
+
[[ProDon:Transaction Logging|Transaction Logging]]
−
Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
  
−
|  
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
−
2012/06/08
 
  
−
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
−
1
 
  
−
|  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
−
4.6.6.10<br>
 
  
−
|  
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
−
Active
 
  
−
|-
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
|
 
−
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
  
−
|  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
−
Procedure to view the list of issued and/or cancelled receipts.<br>
 
  
−
|  
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
−
2012/02/16
 
  
−
|
 
−
1
 
−
 
−
|
 
−
4.6.6.10
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
 
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
  
−
|  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
−
Procedure to cancel, reissue or reprint receipts.
 
  
−
|
 
−
2012/06/29
 
  
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.7.20
 
  
−
|
+
== Clients  ==
−
Active
 
  
−
|-
+
[[ProDon Procedure to add a client|Procedure to add a client]]
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
 
−
|
 
 
[[ProDon:Client Management|Client Management]]  
 
[[ProDon:Client Management|Client Management]]  
  
−
|  
+
[[ProDon:Client File|Client file]]
−
Explanations on the elements present in the client management and in the client file.
 
−
 
 
−
|
 
−
2011/08/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
  
−
|-
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
|
 
−
[[ProDon:Contacts and Links|Contacts and Links]]  
 
  
−
|  
+
[[ProDon:Relations|Relations]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
 
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
 
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
  
−
|
 
−
Procedure to search and eliminate duplicates.
 
−
 
−
|
 
−
2011/06/28
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.5
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
  
−
|
 
−
Procedure to eliminate a known duplicate.
 
  
−
|
+
<br>
−
2011/10/04
 
  
−
|
+
== Couple management  ==
−
1
 
  
−
|
 
−
4.5.6.13
 
  
−
|  
+
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
−
Active
 
  
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing  ====
 
  
−
|-
+
== Multi-management / Information extraction  ==
−
|
 
−
[[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]]
 
−
 
−
|
 
−
Procedure to credit a transaction.
 
−
 
−
|
 
−
2012/07/27
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.7.23
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
−
[[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
 
−
 
−
|-
 
−
| 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
 
  
−
|
+
== Mass mailing and master documents  ==
−
Active
 
  
−
|-
 
−
| 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]]  
  
−
|
 
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
−
 
−
|
 
−
2011/07/21
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.6
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
 
[[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.
 
−
 
−
|
 
−
2011/08/30
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.7
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Mass Mailing|Mass Mailing]]  
 
[[ProDon:Mass Mailing|Mass Mailing]]  
  
−
|
 
−
Procedure for the use of the mass mailing functions.
 
−
 
−
|
 
−
2011/08/30
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.8
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Mailing History|Mailing History]]  
 
[[ProDon:Mailing History|Mailing History]]  
  
−
|
 
−
Procedure for the configuration, the creation and the use of mailings.
 
−
 
−
|
 
−
2011/09/26
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.10
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
  
−
|
 
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
−
 
−
|
 
−
2011/08/30
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.7
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
 
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
  
−
|
 
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
−
 
−
|
 
−
2011/08/30
 
−
 
−
|
 
−
1
 
−
 
−
|
 
−
4.6.5.7
 
−
 
−
|
 
−
Active
 
−
 
−
|-
 
−
|
 
 
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
 
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
  
−
|
 
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
  
−
|
+
<br>
−
2011/08/30
 
  
−
|
+
== Available modules  ==
−
1
 
  
−
|  
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
−
4.6.5.7
 
  
−
|  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
−
Active
 
  
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Multi-management  ====
 
  
−
|-
+
<br>
−
|
 
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
  
−
|
+
== Imports module  ==
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
−
|  
+
[[ProDon:Importation Modules|Client import and update module]]
−
2011/08/30
 
  
−
|  
+
[[ProDon:Importation Modules|Transaction import]]
−
1
 
  
−
|  
+
[[ProDon:Importation Modules|Commitment import]]
−
4.6.5.5
 
  
−
|
 
−
Active
 
  
−
|-
+
<br>
−
| [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]<br>  
 
−
|
 
−
Procedure to manage tasks and history, as well as reminders.
 
  
−
|
+
== Commitments module  ==
−
2012/07/31
 
  
−
| <br>
+
[[ProDon:Prospecting_Module|Prospecting]]
−
|
 
−
4.6.7.23
 
  
−
|  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
−
Active
 
  
−
|-
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
|
 
−
[[Common functions:View Management|View Management]]  
 
  
−
|  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
Procedure to configure views in the different managements.
 
  
−
|  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
2012/07/27
 
  
−
|  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
1
 
  
−
|  
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
4.6.7.24
 
  
−
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
−
Active
 
  
−
|-
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Analysis and Reports  ====
 
  
−
|-
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
−
|
 
−
[[ProDon:Custom Reports|Custom Reports]]<br>
 
  
−
|
 
−
Procedure to configure and use custom reports.
 
  
−
|
+
<br>
−
2011/08/17
 
  
−
|
+
== Electronic Transaction Module ==
−
1
 
  
−
|  
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
−
4.6.5.8
 
  
−
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
Active
 
  
−
|-
+
== Online donation module  ==
−
|
 
−
[[ProDon:Analysis Summary|Analysis Summary]]
 
  
−
|  
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
−
Explanations concerning the use of summaries in "Analysis and history".
 
  
−
|  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
−
2011/08/30
 
  
−
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
−
1
 
  
−
|  
+
[[ProDon:Label Configuration|Label Configuration]]
−
4.6.5.8
 
  
−
|  
+
[[ProDon:Importing Donations|Importing Donations]]
−
Active
 
  
−
|-
+
[[ProDon:Viewing Donations|Viewing Donations]]
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Add-on Modules (requires purchase of corresponding modules)  ====
 
  
−
|-
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
|
 
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
  
−
|  
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Importation Modules|Importation Modules]]  
 
  
−
|  
+
[[ProDon:Back office|Back office]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
−
|
 
−
2011/04/07
 
  
−
|
+
<br>
−
24
 
  
−
|
+
== E-mail blast module  ==
−
4.6.3.24
 
  
−
|  
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
−
Active
 
  
−
|-
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
|
 
−
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
  
−
|  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Invoicing Module|Invoicing Module]]  
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:E-Mail Blast Module|E-Mail Blast Module]]
 
−
 
 
−
|
 
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Multi-organization Module|Multi-organization Module]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
+
== eReceipt Module ==
−
| <br>
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Online Donation Module (requires purchase of the module)<br>  ====
 
  
−
|-
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
|
 
−
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>
 
  
−
|
 
−
Coming soon<br>
 
  
−
| <br>
+
<br>
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Creating a Web Form|Creating a Web Form]]<br>  
 
  
−
|
+
== Update descriptions  ==
−
Coming soon<br>
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
−
Coming soon<br>
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Label Configuration|Label Configuration]]<br>
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
−
Coming soon<br>
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Importing Donations|Importing Donations]]  
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
−
Coming soon<br>
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Viewing Donations|Viewing Donations]]<br>
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
Coming soon<br>
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
Coming soon<br>
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
 
  
−
|
+
== Technical documents ==
−
Coming soon
 
  
−
| <br>
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== E-mail Blast Module (requires purchase of the module)<br>  ====
 
  
−
|-
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
|
 
−
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
 
  
−
|  
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
−
Coming soon
 
  
−
| <br>
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Training plans ==
−
| <br>
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
 
  
−
|
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
  
−
|  
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Appendix A - Technical Documents  ====
 
  
−
|-
+
== Policies ==
−
|
 
−
[[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]
 
  
−
|
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
−
Coming soon<br>
 
  
−
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
 
  
−
|
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
Coming soon<br>
 
  
−
| <br>
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:VPN and Performance|VPN and Performance]]  
 
  
−
|
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
−
Coming soon<br>
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|}
 
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 11:05, 31 October 2024

Table of Contents



General

Lexicon

Web Update

Performing Data Backup

Restoring Data

Preferences

Default Values

Dynamic Drop-down Lists

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

General Configuration

Period Management

Summary Management

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method 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



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

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

Home Page and Website Configuration

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 5.0.18

Prodon 5.0.17

Prodon 5.0.16

Prodon 5.0.15

Prodon 5.0.14

Prodon 5.0.13

Prodon 5.0.12

Prodon 5.0.11

Prodon 5.0.10

Prodon 5.0.9

Technical documents

Hardware and software requirements

Sending domain authentifications

FAQ - PCI Standards

Office 365 for our LogiCloud hosting service


Training plans

Introduction to ProDon

E-mail Blast Module

Online Donation Module


Policies

Terms of use

IMakeAnOnlineDonation Confidentiality policy

Community regulations

Logilys Confidentiality policy

Software Licence Agreement



Document name: ProDon:Table of Contents


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