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{{Header_TOC}}
  
<br> 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>
  
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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.
 
 
 
|
 
2012/07/27
 
 
 
|
 
1
 
  
|
 
4.6.7.24
 
 
|
 
Active
 
 
|-
 
| [[Common functions:Performing Data Backup|Performing Data Backup]]<br>
 
|
 
Procedure to perform a data backup.
 
 
|
 
2012/07/27
 
 
|
 
1
 
 
|
 
4.6.7.24
 
 
|
 
Active
 
 
|-
 
|
 
 
[[Common functions:Restoring Data|Restoring Data]]  
 
[[Common functions:Restoring Data|Restoring Data]]  
  
|  
+
[[ProDon:Preferences|Preferences]]
Procedure to perform a data restore.
 
  
|  
+
[[ProDon:Default Values|Default Values]]
2012/07/27
 
  
|
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
1
 
 
 
|
 
4.6.7.24
 
 
 
|
 
Active
 
 
 
|-
 
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{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''2'''
 
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==== Making a deposit  ====
 
 
 
|}
 
 
 
|-
 
|
 
[[ProDon:Transaction Logging|Transaction Logging]]<br>
 
 
 
|
 
Procedure that explains how to enter different types of transactions.&nbsp;
 
 
 
|
 
2015/02/19
 
 
 
|
 
1
 
 
 
|
 
4.7.3.4
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]<br>
 
 
 
|
 
Procedure that explains how to validate and transfer a transaction batch.
 
 
 
|
 
2015/02/19
 
  
|  
+
[[ProDon:Region Management|Region Management]]
1
 
  
|  
+
[[Common functions:View Management|View Management]]
4.7.3.4
 
  
|  
+
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
Active
 
  
|-
+
== Protection of personal information (Law 25) ==
| [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]<br>
+
[[ProDon:Anonymization|Anonymization]]
|
 
Procedure for the issuance of receipts following transactions entry. <br>
 
  
|  
+
== User management ==
2011/09/29<br>
+
[[ProDon:User Management|Creating a new user]]
  
|  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
1<br>
 
  
|  
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
4.6.5.11 <br>
 
  
|  
+
[[ProDon:Change_user_password|Change a user password]]
Active<br>
 
  
|-
+
== General Configuration  ==
|
 
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]<br>
 
  
|
+
 
Procedure for the issuance of documents following the entry of transactions.<br>
 
  
|  
+
[[ProDon:Period Management|Period Management]] 
2011/10/19<br>
 
  
|  
+
[[ProDon:Summary Management|Summary Management]]
1<br>
 
  
|
+
== Transaction structure configuration  ==
4.6.5.13 <br>
 
  
|
 
Active<br>
 
 
|-
 
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{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''3'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Configuration  ====
 
 
|}
 
 
|-
 
|
 
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 
 
|
 
Procedure to create and use customized fileds.
 
 
|
 
2014/05/30
 
 
|
 
1
 
 
|
 
4.6.7.24
 
 
|
 
Active
 
 
|-
 
|
 
 
[[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
 
  
|-
+
<br>
|
 
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 
  
|
+
== Receipts configuration  ==
Comparison and use of the 3 customization methods.
 
  
|
 
2012/08/09
 
 
|
 
1
 
 
|
 
4.6.7.24
 
 
|
 
Active
 
 
|-
 
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{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''4'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== 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]]  
  
|  
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
Procedure to configure a '''''Word''''' type receipt.
 
  
|  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
2011/09/29
 
  
|
 
1
 
  
|
+
<br>
4.6.5.11
 
  
|
+
== Customization of the database  ==
Active
 
  
|-
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
|
 
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
  
|  
+
[[ProDon:Categorie_Management|Categorie_Management]] 
Procedure to configure a thank-you letter integrated to a receipt.
 
  
|  
+
[[ProDon:Characteristic Management|Characteristic Management]]
2011/10/19
 
  
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
1
 
  
|
 
4.6.5.13
 
  
|
+
<br>
Active
 
  
|-
+
== Transaction processing and Deposit loop  ==
|
 
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 
  
|  
+
[[ProDon:Transaction_Processing|Transaction Processing]]
Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
  
|  
+
[[ProDon:Transaction Logging|Transaction Logging]]
2012/06/08
 
  
|  
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
1
 
  
|  
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
4.6.6.10<br>
 
  
|  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
Active
 
  
|-
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
|
 
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
  
|  
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
Procedure to view the list of issued and/or cancelled receipts.<br>
 
  
|  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
2012/02/16
 
  
|  
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
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%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''5'''
 
| 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.
 
  
|  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
2011/08/12
 
  
|  
+
[[ProDon:Relations|Relations]]
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]]  
 
[[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
 
 
|
 
4.5.6.13
 
  
|
+
<br>
Active
 
  
|-
+
== Couple management ==
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''6'''
 
| 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]]  
 
  
|
 
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
  
|
+
== Multi-management / Information extraction  ==
2011/11/15
 
  
|
+
1
 
  
|
 
4.5.6.13
 
 
|
 
Active
 
 
|-
 
|
 
[[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: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:Item Management|Item Management]]
 
 
| Coming soon
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[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%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''7'''
 
| 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
 
 
 
|
 
Active
 
 
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''8'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Mass Mailing and Master Documents  ====
 
  
|}
+
== 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
 
  
|
 
4.6.5.7
 
 
|
 
Active
 
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''9'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Multi-management  ====
 
 
|}
 
 
|-
 
|
 
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
 
|
 
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
 
|
 
2011/08/30
 
 
|
 
1
 
 
|
 
4.6.5.5
 
 
|
 
Active
 
 
|-
 
| [[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.
 
 
|
 
2012/07/31
 
 
| <br>
 
|
 
4.6.7.23
 
 
|
 
Active
 
 
|-
 
|
 
[[Common functions:View Management|View Management]]
 
 
|
 
Procedure to configure views in the different managements.
 
 
|
 
2012/07/27
 
 
|
 
1
 
 
|
 
4.6.7.24
 
 
|
 
Active
 
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''10'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Analysis and Reports  ====
 
 
|}
 
 
|-
 
|
 
[[ProDon:Custom Reports|Custom Reports]]<br>
 
 
|
 
Procedure to configure and use custom reports.
 
 
|
 
2011/08/17
 
 
|
 
1
 
 
|
 
4.6.5.8
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Analysis Summary|Analysis Summary]]
 
 
|
 
Explanations concerning the use of summaries in "Analysis and history".
 
 
|
 
2011/08/30
 
 
|
 
1
 
 
|
 
4.6.5.8
 
 
|
 
Active
 
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''11'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Add-on Modules (requires purchase of corresponding modules)  ====
 
 
|}
 
 
|-
 
|
 
 
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
  
|
 
Coming soon
 
 
| <br>
 
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Importation Modules|Importation Modules]]
 
 
|
 
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
 
|
 
2011/04/07
 
 
|
 
24
 
 
|
 
4.6.3.24
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
  
|
 
Coming soon
 
  
| <br>  
+
<br>
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]
 
  
|
+
== Imports module  ==
Coming soon
 
  
| <br>
+
[[ProDon:Importation Modules|Client import and update module]]  
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Electronic Transaction Module - Optimal|Electronic Transaction Module]]  
 
  
|  
+
[[ProDon:Importation Modules|Transaction import]]
Procedure to enter and process electronic transactions.
 
  
|  
+
[[ProDon:Importation Modules|Commitment import]]
2014/07/30
 
  
|
 
1
 
  
|
+
<br>
4.7.3.1
 
  
|
+
== Commitments module  ==
Active
 
  
|-
+
[[ProDon:Prospecting_Module|Prospecting]]  
|
 
[[ProDon:Invoicing Module|Invoicing Module]]  
 
  
|  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
Coming soon
 
  
| <br>
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| <br>
 
| <br>
 
| <br>
 
|-
 
|
 
[[ProDon:Multi-organization Module|Multi-organization Module]]  
 
  
|  
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
Coming soon
 
  
| <br>
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| <br>
 
| <br>
 
| <br>
 
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''12'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |  
 
==== Online Donation Module (requires purchase of the module)<br>  ====
 
  
|}
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
  
|-
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
|
 
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>
 
  
|  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
  
|  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
2013/07/10
 
  
|  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
1
 
  
|
 
4.6.9.21
 
  
|
+
<br>
Active
 
  
|-
+
== Electronic Transaction Module ==
|
 
[[ProDon:Creating a Web Form|Creating a Web Form]]<br>
 
  
|  
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
Explanations on how to create a Web form.
 
  
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
2013/07/27
 
  
|
+
== Online donation module  ==
1
 
  
|  
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
4.6.9.20
 
  
|  
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
Active
 
  
|-
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
|
 
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
 
  
|  
+
[[ProDon:Label Configuration|Label Configuration]]
Explanations on how to configure the customizations of a Web form.
 
  
|
 
2013/09/26
 
 
|
 
1
 
 
|
 
4.6.9.20
 
 
|
 
Active
 
 
|-
 
|
 
[[ProDon:Label Configuration|Label Configuration]]<br>
 
 
|
 
Explanations on how to configure the labels of a Web form.
 
 
|
 
2014/04/29
 
 
|
 
1
 
 
|
 
4.6.9.20
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Importing Donations|Importing Donations]]  
 
[[ProDon:Importing Donations|Importing Donations]]  
  
|
+
[[ProDon:Viewing Donations|Viewing Donations]]  
Explanations on how to import donations online.
 
 
 
|
 
2014/05/15
 
 
 
|
 
1
 
 
 
|
 
4.6.9.20
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:Viewing Donations|Viewing Donations]]<br>
 
 
 
|
 
Explanations on how to view imported online donations.
 
 
 
|
 
2014/05/16
 
 
 
|
 
1
 
 
 
|
 
4.6.9.20
 
 
 
|
 
Active
 
 
 
|-
 
|
 
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
 
 
 
|
 
Explanations on how to find the hyperlink of a Web form.
 
 
 
|
 
2014/05/07
 
 
 
|
 
1
 
  
|  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
4.6.9.6
 
  
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
 
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
  
|  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
Explanations on the possible fields and values of the Web forms.<br>
 
 
 
|
 
2012/03/20
 
 
 
|
 
1
 
  
|  
+
[[ProDon:Back office|Back office]]
4.5.6.16
 
  
|
 
Active
 
  
|-
+
<br>
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''13'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== E-mail Blast Module (requires purchase of the module)<br> ====
 
  
|}
+
== E-mail blast module  ==
  
|-
 
|
 
 
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
 
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
  
|
 
Procedure to add and modify an E-mail Blast master document.
 
 
|
 
2014/12/12
 
 
|
 
1
 
 
|
 
4.7.3.4
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
 
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
  
|
 
Procedure to prepare a distribution list.
 
 
|
 
2015/01/16
 
 
|
 
1
 
 
|
 
4.7.3.4
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
 
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
  
|
 
Procedure to configure the mailing of an E-mail Blast.
 
 
|
 
2015/02/13
 
 
|
 
1
 
 
|
 
4.7.3.4
 
 
|
 
Active
 
 
|-
 
|
 
 
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
  
|
 
Procedure to view the mailing statistics of an E-mail Blast.
 
  
|
+
<br>
2015/02/13
 
  
|  
+
== eReceipt Module ==
1
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
  
|  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
4.7.3.4
 
  
|
 
Active
 
  
|-
+
<br>
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''14'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Appendix A - Technical Documents  ====
 
  
|}
+
== Update descriptions  ==
  
|-
 
|
 
[[ProDon:FAQ - PCI Requirements|FAQ - PCI Standards]]<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
Frequently asked questions concerning the PCI Standards.  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
2014/11/24
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
1  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
N/A
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
Active
 
  
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
|
 
[[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
Coming soon<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
<br>
 
  
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
<br>
 
  
|
+
== Technical documents ==
<br>
 
  
|-
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|
 
[[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
 
  
|
+
[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>
 
 
 
|
 
<br>
 
 
 
|-
 
|
 
[[Common functions:VPN and Performance|VPN and Performance]]  
 
 
 
|
 
Coming soon<br>
 
 
 
|
 
<br>
 
 
 
|
 
<br>
 
 
 
|
 
<br>
 
  
|  
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
<br>
 
  
|-
 
| bgcolor="#ffff80" colspan="6" |
 
{| width="100%" cellspacing="0" cellpadding="0" border="0"
 
|-
 
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''15'''
 
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
==== Training Plans  ====
 
  
|}
+
== Training plans ==
 +
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
  
|-
 
|
 
 
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
 
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
  
|
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
Training plan E-mail Blast module.<br>
 
  
|
 
2014/04/17
 
  
|
+
== Policies ==
1
 
  
|
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
N/A
 
  
|
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
Active
 
  
|-
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|
 
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
 
  
|
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
Training plan Online donation module.<br>
 
  
|
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
2014/04/17
 
  
|
 
1
 
  
|
+
<br>
N/A
+
{{Footer_ProDon}}<br>
 
 
|
 
Active
 
 
 
|}
 
 
 
{{Footer_ProDon}}
 

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