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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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== General  ==
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Title
 
  
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[[ProDon:Lexicon|Lexicon]] 
Description
 
  
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Revision
 
 
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Rev. no.
 
 
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Version
 
 
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Status
 
 
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| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''1'''
 
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==== Unclassified  ====
 
 
|}
 
 
|-
 
|
 
[[ProDon:Lexicon|Lexicon]]
 
 
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
 
[[Common functions:Web Update|Web Update]]  
 
[[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) ==
4.6.7.24
+
[[ProDon:Anonymization|Anonymization]]
  
|  
+
== User management ==
Active
+
[[ProDon:User Management|Creating a new user]]
  
|-
+
[[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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''2'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |  
 
==== Configuration  ====
 
  
|}
+
== Transaction structure configuration  ==
  
|-
 
|
 
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 
 
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
 
[[ProDon:Campaign Management|Campaign Management]]  
 
[[ProDon:Campaign Management|Campaign Management]]  
  
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Characteristic Management|Characteristic Management]]
 
 
|
 
Procedure to create, manage and use characteristics.
 
 
|
 
2012/02/16
 
 
|
 
1
 
 
|
 
4.6.6.7
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Origin Code Management|Origin Code Management]]  
 
[[ProDon:Origin Code Management|Origin Code Management]]  
  
|  
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
Procedure to create origin codes.
 
  
|  
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
2012/09/14
 
  
|  
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
1
 
  
|
+
[[ProDon:Participant Management|Participant Management]]  
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]]  
 
[[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
 
 
|
 
Active
 
  
|-
+
<br>
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{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''3'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== 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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''4'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== 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.
 
 
|
 
2011/10/04
 
 
|
 
1
 
  
|
+
<br>
4.5.6.13
 
  
|
+
== Couple management  ==
Active
 
  
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''5'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Transactions, Occasions and Batch Processing  ====
 
  
|}
+
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
  
|-
 
|
 
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
  
|
+
== Multi-management / Information extraction  ==
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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''6'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== 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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''7'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== 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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''8'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Multi-management  ====
 
  
|}
+
<br>
  
|-
+
== Imports module  ==
|
 
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
  
|  
+
[[ProDon:Importation Modules|Client import and update module]]
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
|  
+
[[ProDon:Importation Modules|Transaction import]]
2011/08/30
 
  
|  
+
[[ProDon:Importation Modules|Commitment import]]
1
 
  
|
 
4.6.5.5
 
  
|
+
<br>
Active
 
  
|-
+
== Commitments module  ==
| [[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.
 
  
|  
+
[[ProDon:Prospecting_Module|Prospecting]]
2012/07/31
 
  
| <br>
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
|
 
4.6.7.23
 
  
|  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
Active
 
  
|-
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
|
 
[[Common functions:View Management|View Management]]  
 
  
|  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
Procedure to configure views in the different managements.
 
  
|  
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
2012/07/27
 
  
|  
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
1
 
  
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
4.6.7.24
 
  
|  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
Active
 
  
|-
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''9'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |  
 
==== Analysis and Reports  ====
 
  
|}
 
  
|-
+
<br>
|
 
[[ProDon:Custom Reports|Custom Reports]]<br>  
 
  
|
+
== Electronic Transaction Module ==
Procedure to configure and use custom reports.
 
  
|  
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
2011/08/17
 
  
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
1
 
  
|
+
== Online donation module  ==
4.6.5.8
 
  
|  
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
Active
 
  
|-
+
[[ProDon:Creating a Web Form|Creating a Web Form]]  
|
 
[[ProDon:Analysis Summary|Analysis Summary]]  
 
  
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
Explanations concerning the use of summaries in "Analysis and history".
 
  
|  
+
[[ProDon:Label Configuration|Label Configuration]]
2011/08/30
 
  
|  
+
[[ProDon:Importing Donations|Importing Donations]]
1
 
  
|  
+
[[ProDon:Viewing Donations|Viewing Donations]]
4.6.5.8
 
  
|  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
Active
 
  
|-
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''10'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |  
 
==== Add-on Modules (requires purchase of corresponding modules) ====
 
  
|}
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
  
|-
+
[[ProDon:Back office|Back office]]  
|
 
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
  
|
 
Coming soon
 
  
| <br>  
+
<br>
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importation Modules|Importation Modules]]
 
  
|
+
== E-mail blast module  ==
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
|  
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
2011/04/07
 
  
|  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
24
 
  
|  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
4.6.3.24
 
  
|
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
Active
 
 
 
|-
 
|
 
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <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]]
 
 
 
|
 
Coming soon
 
  
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''11'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Online Donation Module (requires purchase of the module)<br>  ====
 
  
|}
+
<br>
  
|-
+
== eReceipt Module ==
|
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>
 
  
|  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
  
|
 
2013/07/10
 
  
|
+
<br>
1
 
  
|
+
== Update descriptions  ==
4.6.9.21
 
  
|
 
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
|
 
[[ProDon:Creating a Web Form|Creating a Web Form]]<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
Explanations on how to create a Web form.  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
2013/07/27
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
1  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
4.6.9.20
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|
 
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
Explanations on how to configure the customizations of a Web form.  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
2013/09/26
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
1  
 
  
|
+
== Technical documents ==
4.6.9.20
 
  
|
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
Active
 
 
 
|-
 
|
 
[[ProDon:Label Configuration|Label Configuration]]<br>
 
 
 
|
 
Coming soon<br>
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importing Donations|Importing Donations]]
 
 
 
|
 
Coming soon<br>
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Viewing Donations|Viewing Donations]]<br>
 
 
 
|
 
Coming soon<br>
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
 
 
 
|
 
Coming soon<br>
 
 
 
| <br>
 
| <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" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''12'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== E-mail Blast Module (requires purchase of the module)<br>  ====
 
 
 
|}
 
 
 
|-
 
|
 
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 
 
 
|
 
Coming soon
 
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
  
|
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
Coming soon
 
  
| <br>
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''13'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |  
 
==== Appendix A - Technical Documents  ====
 
  
|}
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
  
|-
 
|
 
[[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]
 
  
|
+
== 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>
 
|-
 
|
 
[[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
 
  
|  
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
Coming soon<br>
 
  
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[Common functions:VPN and Performance|VPN and Performance]]
 
  
|
+
== Policies ==
Coming soon<br>
 
  
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
| <br>
 
| <br>
 
| <br>
 
  
|-
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''14'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Training Plans  ====
 
  
|}
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
  
|- | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
  
| Coming soon<br>
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
  
| <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