Difference between revisions of "ProDon:Lexicon"
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− | {{ | + | {{Header_NOTOC}}<br> |
− | = | + | ==== SUMMARY LIST OF THE MAIN TERMS OF THE SOFTWARE ==== |
− | + | Here is a summary list of the main terms used in the help documentation. | |
− | + | Help documents are produced to facilitate learning and to offer a better understanding of the software, which will allow you to use it to its full potential. | |
− | + | Those documents are updated as much as possible and new ones are created following the analysis of the interventions made with our clients. When reading those documents, if certain parts do not seem clear, or if you find mistakes, it is important to let us know so we can make the necessary corrections. | |
− | + | Thank you for your cooperation! | |
− | {| width=" | + | <br> |
+ | |||
+ | {| width="821" cellspacing="1" cellpadding="1" border="1" class="wikitable FCK__ShowTableBorders" | ||
|- | |- | ||
− | | | + | | '''Accounting Integration'''<br> |
− | ''' | ||
− | |||
| | | | ||
− | + | Transfer of accounting information to an accounting software external to '''''ProDon'''''. | |
− | + | For more information on the '''accounting integration '''module, see the "[[ProDon:Accounting Integration Module|Accounting Integration Module]]" document. <br> | |
|- | |- | ||
+ | | '''Active List'''<br> | ||
| | | | ||
− | + | List of all the records displayed in the management grid. | |
− | |||
− | |||
− | |||
− | + | For further details on the active list, see the "[[ProDon:Customized Lists#Preparing_the_Active_List|Preparing the Active List]]" section of the "[[ProDon:Customized Lists|Customized Lists]]" document. <br> | |
|- | |- | ||
+ | | '''Activity'''<br> | ||
| | | | ||
− | ''' | + | For each '''donation occasion''', one or several activities must be created in order to detail the transactions linked to this '''donation occasion'''. |
− | + | For more information on '''activities''', see the "[[ProDon:Donation Occasion Management#Adding_.2F_Editing_a_Revenue_Activity|Adding / Editing a Revenue Activity]]" section of the "[[ProDon:Donation Occasion Management|Donation Occasion Management]]" document.<br> | |
− | |||
|- | |- | ||
+ | | '''Advanced Features'''<br> | ||
| | | | ||
− | + | Menu available in several '''''ProDon''''' managements which contains many advanced modification functions. This menu is only visible to the supervisor user. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Affiliation'''<br> | ||
| | | | ||
− | ''' | + | Represents the potential path of a '''client''' towards another through the '''links''' that bind him or her to other '''clients'''. For example, to quickly verify if the fundation knows someone who knows someone who knows...<br> |
− | |||
− | |||
− | |||
− | + | For more information on affiliations, see the " "[[ProDon:Client Management#.22Affiliations.22_Tab|Affiliations]]" Tab" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
|- | |- | ||
+ | | '''Age Group'''<br> | ||
| | | | ||
− | + | Age group of registered clients (for profiling or segmentation).<br> | |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Analysis & History'''<br> | ||
| | | | ||
− | ''' | + | '''''ProDon''''' management in which it is possible to view several elements such as all database transactions ('''received transactions''', '''beneficiary transactions''', '''commitments''', '''expenditures''', etc.), '''mailings''', '''participants''', etc. <br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Analysis Summary'''<br> | ||
| | | | ||
− | + | Transactional summary based on a specific criterion (e.g. summary by year, summary by client, by city, etc.). | |
− | + | For more information on '''analysis summary''', see the "[[ProDon:Analysis Summary|Analysis Summary]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Annual Receipt'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' whose amount is the cumulative of donations of the current year for the same donor. Usually issued once a year. <br> |
− | |||
− | |||
− | |||
− | + | It is possible to note in a '''client''' file that he or she wishes to receive one consolidated receipt every year. To do so, see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
|- | |- | ||
+ | | '''Annonymous Client'''<br> | ||
| | | | ||
− | ''' | + | When a '''client''' wishes to remain anonymous, the organization must ensure to never disclose his or her name in public '''reports'''. <br> |
− | |||
− | |||
− | |||
− | + | To learn how to indicate in a '''client''' file that he or she wishes to remain anonymous, see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
|- | |- | ||
+ | | '''Anonymous Transaction'''<br> | ||
| | | | ||
− | ' | + | When a client wishes to remain anonymous for a transaction, the organization must ensure to never disclose the donor's name in public '''reports''' containing this transaction. |
− | |||
− | |||
− | |||
− | + | To learn how to indicate that a transaction is anonymous, see the "[[ProDon:Transaction Logging#Transaction_Logging|Transaction Logging]]" section of the "[[ProDon:Transaction Logging|Transaction Logging]]" document. <br> | |
|- | |- | ||
+ | | '''Appraiser'''<br> | ||
| | | | ||
− | ''' | + | '''Field''' available in a transaction which has an '''in-kind payment method''' in order to enter the name and address of an '''external''' evaluator. <br> |
− | + | For more information on the '''in-kind payment method''', see the '[[ProDon:Transaction Logging#Transaction_in_Goods_and_Services_.28In-kind.29|Transactions in Goods and Services (In-kind)]]" of the "[[ProDon:Transaction Logging|Transaction Logging]]" document.<br> | |
− | |||
|- | |- | ||
+ | | '''Bank Account'''<br> | ||
| | | | ||
− | ''' | + | For each '''transfer of transactions''', the '''bank account''' into which the deposit will be made must be specified. When a '''bank account''' is created in '''''ProDon''''', the name of the financial institution and the account number must be specified. <br> |
− | |||
− | |||
− | ''' | ||
− | |||
− | |||
|- | |- | ||
+ | | '''Bank Instrument'''<br> | ||
| | | | ||
− | + | Payment methods requiring a physical deposit at the bank (e.g. cash, money order, check, etc).<br> | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Batch'''<br> | ||
| | | | ||
− | ''' | + | Each '''transfer of transactions''' is attached to a unique batch number which facilitates the future verification of information.<br> |
− | |||
− | |||
− | |||
− | |||
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|- | |- | ||
+ | | '''Beneficiary'''<br> | ||
| | | | ||
− | ''' | + | When a beneficiaries module is activated in '''''ProDon''''', it is possible to create '''beneficiary clients''' and '''beneficiary occasions''' in order to make '''beneficiary transactions'''. |
− | + | For more information on the '''beneficiaries''' module, see the "[[ProDon:Beneficiaries Module|Beneficiaries Module]]" document.<br> | |
− | |||
|- | |- | ||
+ | | '''Beneficiary Client'''<br> | ||
| | | | ||
− | '''Client | + | '''Client''' (association, fundation, student, etc.) to whom the organization pays an amount (e.g. loans and grants, offered services, special projects, etc.). |
− | + | To learn how to indicate that a '''client''' is a '''beneficiary''', see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
− | |||
|- | |- | ||
+ | | '''Beneficiary Occasion'''<br> | ||
| | | | ||
− | ''' | + | '''Donation occasion''' for which it is possible to record '''beneficiary transactions'''. <br> |
− | |||
− | |||
− | |||
− | + | To learn how to create a '''beneficiary occasion''', see the "[[ProDon:Beneficiaries Module|Beneficiary Occasion]]" section of the "[[ProDon:Beneficiaries Module|Beneficiaries Module]]" document. <br> | |
|- | |- | ||
+ | | '''Beneficiary Transaction''' | ||
| | | | ||
− | + | Transaction representing an amount (e.g. loans and grants, offered services, special projects, etc.) issued or distributed to a '''beneficiary client''' (associations, fundations, students, etc.)<br> | |
− | |||
− | |||
− | |||
− | + | For more information on '''beneficiary transactions''', see the "[[ProDon:Beneficiaries Module|Beneficiary Transactions]]" section of the "[[ProDon:Beneficiaries Module|Beneficiaries Module]]" document.<br> | |
|- | |- | ||
+ | | '''Campaign'''<br> | ||
| | | | ||
− | ''' | + | Allows you to group '''donation occasions''' and to set a goal for selected occasions, over a given '''period'''. |
− | + | For more information on '''campaigns''', see the "[[ProDon:Campaign Management|Campaign Management]]" document.<br> | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Canvasser'''<br> | ||
| | | | ||
− | + | Someone who solicits donors.<br> | |
− | |||
− | |||
− | |||
− | + | To learn how to indicate that a '''client''' in the database is a '''canvasser''', see the " "[[ProDon:Client Management#.223-Canvasser.22_Tab|3-Canvasser" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
− | |||
− | |||
|- | |- | ||
+ | | '''Cash'''<br> | ||
| | | | ||
− | + | Term to designate money in the form of cash. <br> | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Characteristic'''<br> | ||
| | | | ||
− | ''' | + | Allows the documentation of a piece of information in '''''ProDon''''' if no existing '''field''' allows you to do it already. It is possible to specify a name, a value, as well as start and end dates. |
− | + | For more information on '''characteristics''', see the "[[ProDon:Characteristic Management|Characteristic Management]]" document. <br> | |
− | |||
|- | |- | ||
+ | | '''Client'''<br> | ||
| | | | ||
− | ''' | + | Any person or company registered in the client management of '''''ProDon''''' (e.g. donor, '''beneficiary''', '''deceased person''', '''canvasser''', etc.).<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Client Category'''<br> | ||
| | | | ||
− | ''' | + | Allows the documentation of a piece of information in '''''ProDon''''' if no existing '''field''' allows you to do it already. A '''client category''' is displayed in the form of a check box.<br> |
− | |||
− | |||
− | |||
− | + | For more information on '''client categories''', see the " "[[ProDon:Client Management#.224-Categories.22_Tab|4-Categories" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
|- | |- | ||
+ | | '''Co.'''<br> | ||
| | | | ||
− | ''' | + | Existing '''field''' in '''''ProDon'''''. It specifies the company name of the '''client'''. |
− | |||
− | |||
− | |||
− | |||
− | |||
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|- | |- | ||
+ | | '''Commitment'''<br> | ||
| | | | ||
− | + | Donation in installments. | |
− | + | For more information on the '''commitment''' module, see the "[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Contact'''<br> | ||
| | | | ||
− | + | Contact person within a client file (e.g. contact person in a company). | |
− | | | + | For more information on contacts, see the "[[ProDon:Contacts and Links|Contacts and Links]]" document. |
− | |||
|- | |- | ||
+ | | '''Creation'''<br> | ||
| | | | ||
− | + | Date shown when creating a file (client, task, transaction, etc.).<br> | |
− | |||
− | |||
− | |||
− | + | To see the creation date of a client file, see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
− | + | To see the creation date of a task, see the " "[[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Add.2F_Edit.22_Tab|Add / Edit " Tab]]" section of the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]" document.<br> | |
|- | |- | ||
+ | | '''CRM'''<br> | ||
| | | | ||
− | ' | + | Means "Customer Relationship Management". In '''''ProDon''''', the customer relationship management is made from the '''tasks and history'''.<br> |
− | |||
− | |||
− | |||
− | + | For more information on the '''tasks and history''', see the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]" document.<br> | |
|- | |- | ||
+ | | '''Current Filter'''<br> | ||
| | | | ||
− | + | Allows the creation of a filter based on specific search criteria, then save it for reuse. | |
− | |||
− | |||
− | |||
− | + | For more information on the '''current filter''', see the "[[Common functions:Filter Data (Queries)#Adding_a_Filter|Adding a Filter]]" section of "[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]" document. | |
|- | |- | ||
+ | | '''Custom Report'''<br> | ||
| | | | ||
− | + | Document made by a user representing a set of transaction items, clients or otherwise. | |
− | |||
− | |||
− | |||
− | + | For more information on '''custom reports''', see the "[[ProDon:Custom Reports|Custom Reports]]" document. | |
|- | |- | ||
+ | | '''Customized Field'''<br> | ||
| | | | ||
− | ''' | + | Allows you to document a piece information in '''''ProDon''''' if no existing '''field''' allows you to do it already. It is possible to specify a name and a value.<br> |
− | |||
− | |||
− | |||
− | + | For more infomation on '''customized fields''', see the "[[ProDon:Customized Field Configuration|Customized Field Configuration]]" document. | |
|- | |- | ||
+ | | '''Customized List'''<br> | ||
| | | | ||
− | ''' | + | Tool used to create lists of '''clients''' from an '''active list''' or different criteria (e.g. transaction criteria, mailing criteria, etc.). |
− | |||
− | |||
− | |||
− | + | For more information on '''customized lists''', see the "[[ProDon:Customized Lists|Customized Lists]]" document.<br> | |
|- | |- | ||
+ | | '''CVV'''<br> | ||
| | | | ||
− | ' | + | The Card Verification Value (CVV) is a 3-digit number that appears on the back of credit cards (Visa, Eurocard and Mastercard), in the band reserved for the cardholder's signature. This additional protection is used to validate the transaction and to fight against fraud. This value is not mentioned in the magnetic stripe information and will not appear on receipts. This information should be disclosed over the phone or entered on the Web. <u>In no case should it be visible on a reply coupon.</u><br> |
+ | |- | ||
+ | | '''Data Backup'''<br> | ||
| | | | ||
− | ''' | + | Allows you to save the data of the database. After each backup, '''''ProDon''''' creates a file whose name is the backup date and time. |
− | + | For more information on '''backing up data''', see the "[[Common functions:Performing Data Backup|Performing Data Backup]]" document. <br> | |
|- | |- | ||
+ | | '''Data Restore'''<br> | ||
| | | | ||
− | ''' | + | Allows you to reset the database to the state it was at a previous '''data backup'''. Warning: all changes (transactions, address corrections, issurance of receipts, etc.) made since the last '''data backup''' will be lost. |
− | | | + | For more information on restoring data, see the "[[Common functions:Restoring Data|Restoring Data]]" document. <br> |
− | |||
|- | |- | ||
+ | | '''Deceased'''<br> | ||
| | | | ||
− | ''' | + | Person for whom a '''donation''' was made '''in memoriam'''. |
− | | | + | For more information on the '''deceased person''' in a transaction, see the "[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]" document. |
− | |||
− | + | For more information on '''in memoriam gifts''', see the "[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]" document. | |
|- | |- | ||
+ | | '''Distribution List'''<br> | ||
| | | | ||
− | ''' | + | List of '''clients''' to whom an '''E-mail Blast''' will be sent. |
− | |||
− | |||
− | |||
− | + | For more information on '''distribution lists''', see the "[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]" document. | |
− | |||
− | |||
|- | |- | ||
+ | | '''Document to be Issued'''<br> | ||
| | | | ||
− | ''' | + | Document linked to a transaction (e.g. thank-you letter) located in the "Batch Processing: Documents" management of '''''ProDon''''' after a transaction has been entered.<br> |
− | | | + | For more information on '''documents to be issued''', see the "[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]" document.<br> |
− | |||
|- | |- | ||
+ | | '''Donation Occasion'''<br> | ||
| | | | ||
− | ''' | + | Centre of the financial structure in '''''ProDon'''''. A '''donation occasion''' is a source of revenue (e.g. general donation, event, scheduled donation, etc.) and consists of '''activities''' and '''expenditures'''.<br> |
− | |||
− | |||
− | ''' | ||
− | + | For more information on '''donation occasions''', see the "[[ProDon:Donation Occasion Management|Donation Occasion Management]]" document.<br> | |
|- | |- | ||
+ | | '''Duplicate'''<br> | ||
| | | | ||
− | + | '''Client''' present more than once in the database. | |
− | |||
− | |||
− | '''Client''' | ||
− | + | To learn how to merge '''clients''', see the "[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]" document. | |
|- | |- | ||
+ | | '''Dynamic Customized List'''<br> | ||
| | | | ||
− | ''' | + | '''Customized list''' that keeps up to date according to the criteria that were used to create it. The number of '''clients''' that are part of this list may then vary.<br> |
− | |||
− | |||
− | |||
− | + | For more information on '''dynamic customized lists''', see the "[[ProDon:Customized Lists#Dynamic_List_.28main_window.29|Dynamic List (main window)]]" section of the "[[ProDon:Customized Lists|Customized Lists]]" document. | |
|- | |- | ||
+ | | '''Dynamic Drop-down List'''<br> | ||
| | | | ||
− | ''' | + | '''Field''' in the database that comes in the form of a list of options. Options can be predifined or added when entering the field. |
− | + | For more information on '''dynamic drop-down lists''', see the "[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]" document.<br> | |
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | '''Electronic Payment'''<br> |
− | ''' | + | | Any payment made with a credit card or a debit card.<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''E-mail Blast'''<br> | ||
| | | | ||
− | ''' | + | E-mail sent to a list of '''clients''' from the database. |
− | + | For more information on '''e-mail blasting''', see the "[[ProDon:Table of Contents#E-mail_Blast_Module_.28requires_purchase_of_the_module.29|E-mail Blast Module (requires purchase of the module)]]" section of the [[ProDon:Table of Contents|wiki table of contents]]. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Excluded from E-mail Blast'''<br> | ||
| | | | ||
− | ''' | + | '''Client''' in the database who no longer wishes to be solicited by '''e-mail blasting'''.<br> |
− | |||
− | |||
− | |||
− | + | To learn how to exclude a '''client''' from an '''e-mail blast''', see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document.<br> | |
|- | |- | ||
+ | | '''Expenditure'''<br> | ||
| | | | ||
− | ''' | + | For each '''donation occasion''', one or several '''expenditure''' activities must be created to detail the transactions linked to the '''expenditures''' arising from the holding of this '''donation occasion'''. |
− | + | For more information on '''expenditures''', see the "[[ProDon:Donation Occasion Management#Adding_.2F_Editing_an_Expenditure_Activity|Adding / Editing an Expenditure Activity]]" section of the "[[ProDon:Donation Occasion Management|Donation Occasion Management]]" document. | |
− | |||
|- | |- | ||
+ | | '''Expenditure Transaction'''<br> | ||
| | | | ||
− | ''' | + | Payment of an '''expenditure''' arising from the holding of a '''donation occasion'''. |
− | + | For more information on '''expenditure transactions''', see the "[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]" document. | |
− | |||
|- | |- | ||
+ | | '''Export and Merge'''<br> | ||
| | | | ||
− | + | Allows you to export data to Word, Excel or Text documents. | |
− | + | For more information on '''exporting and merging''', see the "[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]" document. | |
− | |||
|- | |- | ||
+ | | '''Feature and Search'''<br> | ||
| | | | ||
− | ''' | + | Special function entered in the '''search box''' to isolate specific elements. The legend of the '''search bar''' contains all the different '''search functions'''. |
− | + | For more information on '''search functions''', see the "[[Common functions:Search Bar|Search Bar]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Field'''<br> | ||
| | | | ||
− | ''' | + | In '''''ProDon''''', every data entry is inserted into a column that has a unique name. Generally, the column header name is the '''field''' name. <br> |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Format'''<br> | ||
| | | | ||
− | ''' | + | Predefined arrangement of data to be entered in a '''field''' (e.g. a postal code field must contain 3 letters and 3 numbers, the letters must be in uppercase and there must be a space between the first 3 and the last 3 characters. If the '''format''' is predefined and the information entered does not meet these criteria, a warning window will be displayed). <br> |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''GL Account'''<br> | ||
| | | | ||
− | ''' | + | The GL accounts created in '''''ProDon''''' are usually linked to the accounts used in the accounting software of the organization. |
− | |||
− | |||
− | |||
− | + | To learn how to create a '''GL account''' in '''''ProDon''''', see the "[[ProDon:Chart of Account Management|Chart of Account Management]]" document. <br> | |
|- | |- | ||
+ | | '''Greeting'''<br> | ||
| | | | ||
− | ''' | + | Merge '''field''' combining several '''fields''' with a specific provision which will be used in '''master documents'''. There are several types of '''greetings''' and each type is customizable as needed. <br> |
− | |||
− | |||
− | |||
− | + | For more information on greetings, see the " "[[ProDon:Client Management#.228-Merge.22_Tab|8-Merge" Tab]] section of the "[[ProDon:Client Management|Client Management]]" document. <br> | |
|- | |- | ||
+ | | '''Importation'''<br> | ||
| | | | ||
− | ''' | + | The '''importation''' modules allow you to import external data into '''''ProDon''''' (e.g. from a txt or Excel file). |
− | + | For more information on importing data into '''''ProDon''''', see the "[[ProDon:Importation Modules|Importation Modules]]" document. | |
− | |||
|- | |- | ||
+ | | '''''In Memoriam'' Gift'''<br> | ||
| | | | ||
− | ''' | + | Donation made in memory of a '''deceased person'''. This type of transaction generally involves 3 individuals: the donor, the '''deceased person''' and the '''person to notify''' for the donation. |
− | |||
− | |||
− | |||
− | + | For more information on '''in memoriam gifts''', see the "[[ProDon:In Memoriam Gifts|In Memoriam Gifts]]" document. | |
|- | |- | ||
+ | | '''Inactive'''<br> | ||
| | | | ||
− | ''' | + | Element that can no longer be used, but still existing and available in '''''ProDon''''' to generate '''reports''', '''filters''', searches, etc. Multiple elements can be disabled, such as '''donation occasions''', '''master documents''', '''GL accounts''', '''payment methods''', etc. <br> |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Inactive client'''<br> | ||
| | | | ||
− | ''' | + | '''Client''' to whom no transaction can be assigned. He or she can however be used as a '''deceased person''' in an '''in memoriam gift''' transaction. <br> |
− | |||
− | |||
− | |||
− | + | To learn how to deactivate a '''client''', see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document.<br> | |
|- | |- | ||
+ | | '''In-kind Payment Method'''<br> | ||
| | | | ||
− | + | Allows you to save donations of goods and services in the database. To learn how to create a new '''payment method''', see the "[[ProDon:Payment Method Management|Payment Method Management]]" document. <br> | |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Invoicing'''<br> | ||
| | | | ||
− | ''' | + | Allows you to generate invoices to '''clients''' in the database. |
− | |||
− | |||
− | |||
− | + | For more information on '''invoicing''', see the "[[ProDon:Invoicing Module|Invoicing Module]]" document. <br> | |
|- | |- | ||
− | | | + | | '''Label'''<br> |
− | ''' | + | | <br> |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Link'''<br> | ||
| | | | ||
− | ''' | + | Element linking two '''client''' files (e.g. parent/child, spouse/partner, brother/sister, etc.). |
− | |||
− | |||
− | |||
− | + | For more information on '''links''', see the "[[ProDon:Contacts and Links|Contacts and Links]]" document. | |
|- | |- | ||
+ | | '''Linked Client'''<br> | ||
| | | | ||
− | ''' | + | '''Client linked''' to a transaction while not being the donor nor the '''third-party client''' (e.g. parent, caregiver, honoree, etc.). |
− | + | For more information on '''liked clients''', see the "[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]" document. | |
− | |||
− | + | To learn how to activate linked clients in an occasion, see the " "[[ProDon:Donation Occasion Management#.22Client_link.22_Tab|Client Link" Tab]]" section of the "[[ProDon:Donation Occasion Management|Donation Occasion Management]]" document. | |
|- | |- | ||
+ | | '''Mailing History'''<br> | ||
| | | | ||
− | + | Tool used to keep track of mailings sent to '''clients''' in the database. | |
− | |||
− | |||
− | |||
− | + | For more information on '''mailing history''', see the "[[ProDon:Mailing History|Mailing History]]" document. | |
|- | |- | ||
− | | | + | | '''Management Grid'''<br> |
− | ''' | + | | Grid which presents all the data from the database in each management.<br> |
− | |||
− | | | ||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Mass Mailing'''<br> | ||
| | | | ||
− | ''' | + | Mass and customized production of a '''master document''' merged with some '''''ProDon''''' '''fields''', for several '''clients''' at once. |
− | + | For more information on '''mass mailing''', see the "[[ProDon:Mass Mailing|Mass Mailing]]" document. <br> | |
− | |||
|- | |- | ||
+ | | '''Master Document'''<br> | ||
| | | | ||
− | ''' | + | Word document that uses '''merge fields''' for '''mass mailing''' or '''e-mail blasting'''. <br> |
− | |||
− | |||
− | |||
− | + | For more information on '''master documents''', see the "[[ProDon:Master Document Management|Master Document Management]]" document. <br> | |
|- | |- | ||
+ | | '''Merge Field'''<br> | ||
| | | | ||
− | ''' | + | '''Fields''' to be inserted into the '''master document''' when '''mass mailing'''.<br> |
− | |||
− | |||
− | |||
− | + | For more information on '''merge fields''' and '''master documents''', see the "[[ProDon:Master Document Management|Master Document Management]]" document.<br> | |
|- | |- | ||
+ | | '''Modification'''<br> | ||
| | | | ||
− | ''' | + | Date shown when '''modifying''' a '''client''' or '''task''' file. <br> |
− | | | + | To see the '''modification''' date of a '''client''' file, see the " "[[ProDon:Client Management#.222-Info.22_Tab|2-Info" Tab]]" section of the "[[ProDon:Client Management|Client Management]]" document.<br> |
− | |||
− | + | To see the '''modification''' date of a '''task''', see the " "[[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Add.2F_Edit.22_Tab|Add / Edit" Tab]]" section of the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)" document]].<br> | |
|- | |- | ||
+ | | '''Multiorganization'''<br> | ||
| | | | ||
− | + | Module allowing you to manage donations from two different organizations within the same database.<br> | |
− | + | For more information on the '''multi-organization''' module, see the "[[ProDon:Multi-organization Module|Multi-organization Module]]" document. | |
− | |||
|- | |- | ||
+ | | '''Negative Transaction'''<br> | ||
| | | | ||
− | + | Credit of a transaction (e.g. repayment of an electronic transaction). | |
− | + | For more information on '''negative transactions''', see the "[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Online Donation'''<br> | ||
| | | | ||
− | '' | + | '''''ProDon''''' module that allows donors to make donations or to register to some of the organization's events from the Web. <br> |
− | |||
− | |||
− | |||
− | + | For more information on online donations, see the documents in the "[[ProDon:Table of Contents#Online_Donation_Module_.28requires_purchase_of_the_module.29|Online Donation Module (requires purchase of the module]])" section of the [[ProDon:Table of Contents|wiki table of contents]]. <br> | |
− | |||
− | |||
|- | |- | ||
+ | | '''Origin'''<br> | ||
| | | | ||
− | ''' | + | Allows you to group different types of transactions for donations as well as '''beneficiary transactions''' (e.g. donation, fundraising activity, grant, volunteer hours, etc.). |
− | + | For more information on '''origins''', see the "[[ProDon:Origin Code Management|Origin Code Management]]" document. | |
− | |||
|- | |- | ||
+ | | '''Participant'''<br> | ||
| | | | ||
− | ''' | + | '''Client''' participating in an event. |
− | + | For more information on '''participants''', see the "[[ProDon:Participant Management|Participant Management]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Payment Method'''<br> | ||
| | | | ||
− | ''' | + | Method used for the payment of a transaction (e.g. cash, check, MasterCard, Visa, '''in-kind''', etc.).<br> |
− | + | To learn how to create a new '''payment method''', see the "[[ProDon:Payment Method Management|Payment Method Management]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | '''PaySafe'''<br> |
− | ''' | + | | '''''Logilys'''''' realtime electronic payment provider (Web, virtual terminal).<br> |
− | |||
− | | | ||
− | |||
− | |||
|- | |- | ||
+ | | '''Pending Transaction'''<br> | ||
| | | | ||
− | ''' | + | Transaction entered in '''''ProDon''''' to be paid later.<br> |
− | | | + | For more information on '''pending transactions''' (to be received), see the "[[ProDon:Transaction Logging#Transaction_Management|Transaction Management]]" section of the "[[ProDon:Transaction Logging|Transaction Logging]]" document.<br> |
− | |||
|- | |- | ||
+ | | '''Period'''<br> | ||
| | | | ||
− | ''' | + | Predefined '''period''' of time that can be used in '''reports''','''customized lists''', etc. (e.g. lifetime, fiscal 2011-2012, year 2012, etc.).<br> |
− | + | For more information on '''periods''', see the "[[ProDon:Period Management|Period Management]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Person to Notify'''<br> | ||
| | | | ||
− | ''' | + | '''Person to notify''' for '''in memoriam gifts''' that were made in memory of a loved one. |
− | + | For more information on the '''person to notify''' in a transaction, see the "[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]" document. | |
− | |||
− | + | For more information on '''in memoriam gifts''', see the "[[ProDon:In Memoriam Gifts|In Memoriam Gifts]]" document. | |
|- | |- | ||
+ | | '''Promise Payment Method'''<br> | ||
| | | | ||
− | + | Allows you to save a transaction that will be paid later. | |
− | |||
− | |||
− | |||
− | + | For more information on how to create a new '''payment method''', see the "[[ProDon:Payment Method Management|Payment Method Management]]" document. | |
− | |||
− | |||
|- | |- | ||
+ | | '''Property'''<br> | ||
| | | | ||
− | ''' | + | When a donation is made, other than a monetary donation, the'''"In-kind" payment method''' must be selected in the transaction, then you must specify the nature of the '''property''' that was donated (e.g. furniture, miscellaneous items).<br> |
− | |||
− | |||
− | |||
− | + | To learn how to enter an in-kind donation transaction, see the "[[ProDon:Transaction Logging#Transaction_in_Goods_and_Services_.28In-kind.29|Transaction in Goods and Services (In-kind)]]" section of the "[[ProDon:Transaction Logging|Transaction Logging]]" document.<br> | |
|- | |- | ||
+ | | '''Prospection'''<br> | ||
| | | | ||
− | ''' | + | Allows you to plan objectives linked to '''commitments'''.<br> |
− | |||
− | |||
− | |||
− | + | For more information on '''prospection''', see the "[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]" document. | |
|- | |- | ||
+ | | '''Receipt'''<br> | ||
| | | | ||
− | ''' | + | For each donation, a '''receipt''' is automatically generated by '''''ProDon''''' (depending on the configuration of the '''donation occasion''' for which the donation was made).<br> |
− | |||
− | |||
− | |||
− | + | For more information on '''receipts''', see the documents in the "[[ProDon:Table of Contents#Receipts|Receipts]]" section of the [[ProDon:Table of Contents|wiki table of contents]]. <br> | |
|- | |- | ||
+ | | '''Receipt to be Calculated'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' whose amount should be calculated according to the '''expenditures''' arising from the holding of the '''donation occasion'''. <br> |
− | |||
− | |||
− | |||
− | + | For more information on '''receipts to be calculated''', see the " '[[ProDon:'To be calculated' Status to 'To be issued'|To be calculated' Status to 'To be issued' ]]" document.<br> | |
|- | |- | ||
+ | | '''Receipt to be Issued'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' whose amount is known and which can be issued. |
− | |||
− | |||
− | |||
− | + | To learn how to proceed with the '''issue of a receipt''', see the "[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]" document. | |
|- | |- | ||
+ | | '''Receipt with Integrated Thank-you'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' with an integrated thank-you note. This type of '''receipt''' is generated in two copies, the thank-you letter at the top and the two copies of the '''receipt''' at the bottom of the sheet. |
− | + | For more information on '''receipts with integrated thank-you''', see the "[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated to a Receipt]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Regions'''<br> | ||
| | | | ||
− | ''' | + | There are three concepts related to '''regions''' in '''''ProDon''''': the types of regions, the regions and the definition of regions. |
− | | | + | For more information on how to configure these three notions, see the "[[ProDon:Region Management|Region Management]]" document. |
− | |||
|- | |- | ||
+ | | '''Reminder'''<br> | ||
| | | | ||
− | ''' | + | With the '''task and history management (CRM)''' in '''''ProDon''''', it is possible to activate a '''reminder''' on a task. |
− | + | For more information on '''reminders''', see the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)#Reminder_Window|Reminder Window]]" section of the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
− | | | + | | '''Report'''<br> |
− | ''' | + | | Document representing a set of transactional items, clients or otherwise.<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Required Field'''<br> | ||
| | | | ||
− | ''' | + | It is possible to make some '''fields''' required. If a '''required field''' is not filled in upon confirmation of the addition or modification of a file, a message will be displayed and the '''label''' of the '''required field''' will turn blue.<br> |
− | |||
− | |||
− | ''' | ||
− | |||
− | |||
|- | |- | ||
+ | | '''Search Bar'''<br> | ||
| | | | ||
− | ''' | + | Tool located at the top of practically all '''''ProDon''''' '''management grids''' allowing you to conduct searches by entering a keyword, a part of a word or a '''search function''' into a '''search box'''. |
− | |||
− | |||
− | ''' | ||
− | + | For more information on the '''search bar''', see the "[[Common functions:Search Bar|Search Bar]]" document. | |
|- | |- | ||
+ | | '''Search Box'''<br> | ||
| | | | ||
− | ''' | + | The '''search bar''' contains a '''search box''' for each '''field''' of the '''management grid'''. It is in these '''search boxes''' that search criteria must be specified. <br> |
− | |||
− | |||
− | ''' | ||
− | + | For more information on the '''search bar''', see the "[[Common functions:Search Bar|Search Bar]]" document.<br> | |
|- | |- | ||
− | | ''' | + | | '''Sector of Activity'''<br> |
| | | | ||
− | ''' | + | Type of job held by the '''clients''' in the database (e.g. agriculture, retail, medical, industrial, educational, etc.).<br> |
− | |||
− | |||
|- | |- | ||
+ | | '''Special Features'''<br> | ||
| | | | ||
− | ' | + | Menu available in several '''''ProDon''''' managements which contains many advanced modification functions. This menu is visible to all users, but only accessible for those who have access to it. <br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Standard Receipt'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' available in many formats, but with a limited customization. This type of '''receipt''' is kept up to date by '''''Logilys''''' and complies with Canada Revenue Agency (CRA) and with the Canadian standards.<br> |
− | |||
− | |||
− | ''' | ||
− | + | For more information on '''standard receipts''', see the "[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]" document. | |
|- | |- | ||
+ | | '''Suffix'''<br> | ||
| | | | ||
− | ''' | + | '''Field''' in '''''ProDon''''' which is entered after the name of an individual (e.g. "Dr." for doctor, "Eng." for engineer, etc.).<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Summary'''<br> | ||
| | | | ||
− | ''' | + | Financial calculation tool whose result can be used in a '''customized report''' or in a '''master document'''. |
− | |||
− | |||
− | |||
− | + | For more information on '''summaries''', see the "[[ProDon:Summary Management|Summary Management]]" document. | |
|- | |- | ||
+ | | '''Tasks & History'''<br> | ||
| | | | ||
− | ''' | + | '''''ProDon''''' management that allows you to manage all communications and follow-ups with the clients in the database and to save all history. <br> |
− | |||
− | |||
− | |||
− | + | For more information on '''tasks and history''', see the "[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]" document.<br> | |
|- | |- | ||
+ | | '''Temporary Filter'''<br> | ||
| | | | ||
− | ''' | + | Allows you to filter information based on specific search criteria. A '''temporary filter''' can be used only once, to save a filter, use the '''current filter''' instead. |
− | + | For more information on the '''temporary filter''', see the "[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]" document. | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Temporary Mailing'''<br> | ||
| | | | ||
− | ''' | + | Sends an '''e-mail blast''' test. <br> |
− | + | For more information on the '''e-mail blast''' module, see the documents in the "[[ProDon:Table of Contents#E-mail_Blast_Module_.28requires_purchase_of_the_module.29|E-mail Blast Module (requires purchase of the module)]]" section of the [[ProDon:Table of Contents|wiki table of contents]].<br> | |
− | |||
− | + | For more information on '''temporary mailings''', see the "[[ProDon:Sending the E-mail Blast#Testing_the_Mailing|Testing the Mailing]]" section of the "[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]" document. | |
|- | |- | ||
+ | | '''Third-party Client'''<br> | ||
| | | | ||
− | ''' | + | '''Client''' through which a transaction is made without him or her being the donor or '''canvasser''' (e.g. Client A is being solicited and his spouse will send us a donation, in this example, Client A is the '''third-party client''' and his spouse is the donor). |
− | + | For more information on '''third-party clients''', see the "[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]" document. | |
− | |||
− | + | For an example of a transaction with a third-party client, see the "[[ProDon:Transaction Logging#Transaction_with_a_Third-party_Client|Transaction with a Third-party Client]]" section of the "[[ProDon:Transaction Logging|Transaction Logging]]" document. | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Title'''<br> | ||
| | | | ||
− | ''' | + | Existing '''field''' in '''''ProDon'''''. It reprensents the word preceeding the name of a '''client''' in a '''greeting''' (e.g. Mr., Ms., etc.).<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Token'''<br> | ||
| | | | ||
− | + | The authentication token is a [http://en.wikipedia.org/wiki/Strong_authentication strong authentication] solution. | |
− | + | Tokens are used as proof of identity by electronic means (such as a client trying to access his or her bank account). <br> | |
− | |||
− | + | The token acts as an electronic key to open access to data and is used in complement or instead of a password to prove that the client is who he or she claims to be.<br> | |
|- | |- | ||
+ | | '''Transaction Received'''<br> | ||
| | | | ||
− | ''' | + | General transaction in '''''ProDon''''', paid by '''deposit slip''', '''electronic payment''', '''donation''' in goods, etc.<br> |
− | |||
− | |||
− | ''' | ||
|- | |- | ||
+ | | '''Transaction Transfer'''<br> | ||
| | | | ||
− | + | Once the transactions are entered and validated in '''''ProDon''''', they must be transferred. Generally, a '''transaction transfer''' is made for each deposit. <br> | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | + | For more information on '''transaction transfer''', see the "[[ProDon:Validation and Transfer of a Transaction Batch#Transaction_Transfer|Transaction Transfer]]" section of the "[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]" document. <br> | |
|- | |- | ||
− | | '''Transaction | + | | '''Transferred Transaction'''<br> |
| | | | ||
− | Transaction | + | Transaction that has been validated and deposited. Each '''transaction transfer''' is attached to a unique '''batch''' number which facilitates the future verification of information. <br> |
− | |||
− | |||
|- | |- | ||
+ | | '''UCN'''<br> | ||
| | | | ||
− | ''' | + | Unique client number that '''ProDon''' automatically assigns when creating a new '''client'''.<br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''Untransferred Transaction'''<br> | ||
| | | | ||
− | ''' | + | Transaction entered in '''''ProDon''''' that has not been validated and deposited. The '''receipt''' and the '''documents''' cannot be issued as long as the transaction has not been transferred. <br> |
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''User / System Preferences'''<br> | ||
| | | | ||
− | ''' | + | Allows you to configure several elements in '''''ProDon'''''. '''User preferences''' are unique for each '''''ProDon''''' user profile. '''System preferences''' can only be modified by the supervisor profile and have an impact on all users.<br> |
− | + | For more information on '''user / system preferences''', see the "[[ProDon:Preferences|Preferences]]" document. <br> | |
− | |||
− | |||
− | |||
|- | |- | ||
+ | | '''View'''<br> | ||
| | | | ||
− | ''' | + | Configuration of visible '''fields''' in the '''management grid'''. |
− | | | + | For more information on views, see the "[[Common functions:View Management|View Management]]" document. |
− | |||
|- | |- | ||
+ | | '''Web Form'''<br> | ||
| | | | ||
− | ''' | + | Form hosted on the '''online donation''' website. Each form is attached to a '''donation occasion''' so that Internet users can register online to the fundraising activities of the organization, or make a donation directly over the Web. <br> |
− | + | For more information on '''Web forms''', see the "[[ProDon:Creating a Web Form|Creating a Web Form]]" document. | |
− | |||
|- | |- | ||
+ | | '''Web Update'''<br> | ||
| | | | ||
− | ''' | + | Allows the update of '''''ProDon'''''.<br> |
− | + | To learn how to make a '''Web update''', see the "[[Common functions:Web Update|Web Update]]" document. <br> | |
− | |||
|- | |- | ||
+ | | '''Word Receipt'''<br> | ||
| | | | ||
− | ''' | + | '''Receipt''' edited with ''Word'' and customized with a '''''ProDon''''' instructor, as requested. This type of '''receipt''' complies with Canada Revenue Agency (CRA) only upon delivery of the software, so it is important to keep up to date according to the Canadian standards subsequently.<br> |
− | + | For more information on '''''Word'''''<b>receipts</b>, see the "[[ProDon:Configuration of a Word Type Receipt|Configuration of a Word Type Receipt]]" document. | |
− | |||
− | + | |} | |
− | + | <br> | |
− | {{Footer_ProDon}} | + | {{Footer_ProDon}}<br> |
Latest revision as of 16:53, 4 May 2016
Lexicon |
SUMMARY LIST OF THE MAIN TERMS OF THE SOFTWARE
Here is a summary list of the main terms used in the help documentation.
Help documents are produced to facilitate learning and to offer a better understanding of the software, which will allow you to use it to its full potential.
Those documents are updated as much as possible and new ones are created following the analysis of the interventions made with our clients. When reading those documents, if certain parts do not seem clear, or if you find mistakes, it is important to let us know so we can make the necessary corrections.
Thank you for your cooperation!
Accounting Integration |
Transfer of accounting information to an accounting software external to ProDon. For more information on the accounting integration module, see the "Accounting Integration Module" document. |
Active List |
List of all the records displayed in the management grid. For further details on the active list, see the "Preparing the Active List" section of the "Customized Lists" document. |
Activity |
For each donation occasion, one or several activities must be created in order to detail the transactions linked to this donation occasion. For more information on activities, see the "Adding / Editing a Revenue Activity" section of the "Donation Occasion Management" document. |
Advanced Features |
Menu available in several ProDon managements which contains many advanced modification functions. This menu is only visible to the supervisor user. |
Affiliation |
Represents the potential path of a client towards another through the links that bind him or her to other clients. For example, to quickly verify if the fundation knows someone who knows someone who knows... For more information on affiliations, see the " "Affiliations" Tab" section of the "Client Management" document. |
Age Group |
Age group of registered clients (for profiling or segmentation). |
Analysis & History |
ProDon management in which it is possible to view several elements such as all database transactions (received transactions, beneficiary transactions, commitments, expenditures, etc.), mailings, participants, etc. |
Analysis Summary |
Transactional summary based on a specific criterion (e.g. summary by year, summary by client, by city, etc.). For more information on analysis summary, see the "Analysis Summary" document. |
Annual Receipt |
Receipt whose amount is the cumulative of donations of the current year for the same donor. Usually issued once a year. It is possible to note in a client file that he or she wishes to receive one consolidated receipt every year. To do so, see the " "2-Info" Tab" section of the "Client Management" document. |
Annonymous Client |
When a client wishes to remain anonymous, the organization must ensure to never disclose his or her name in public reports. To learn how to indicate in a client file that he or she wishes to remain anonymous, see the " "2-Info" Tab" section of the "Client Management" document. |
Anonymous Transaction |
When a client wishes to remain anonymous for a transaction, the organization must ensure to never disclose the donor's name in public reports containing this transaction. To learn how to indicate that a transaction is anonymous, see the "Transaction Logging" section of the "Transaction Logging" document. |
Appraiser |
Field available in a transaction which has an in-kind payment method in order to enter the name and address of an external evaluator. For more information on the in-kind payment method, see the 'Transactions in Goods and Services (In-kind)" of the "Transaction Logging" document. |
Bank Account |
For each transfer of transactions, the bank account into which the deposit will be made must be specified. When a bank account is created in ProDon, the name of the financial institution and the account number must be specified. |
Bank Instrument |
Payment methods requiring a physical deposit at the bank (e.g. cash, money order, check, etc). |
Batch |
Each transfer of transactions is attached to a unique batch number which facilitates the future verification of information. |
Beneficiary |
When a beneficiaries module is activated in ProDon, it is possible to create beneficiary clients and beneficiary occasions in order to make beneficiary transactions. For more information on the beneficiaries module, see the "Beneficiaries Module" document. |
Beneficiary Client |
Client (association, fundation, student, etc.) to whom the organization pays an amount (e.g. loans and grants, offered services, special projects, etc.). To learn how to indicate that a client is a beneficiary, see the " "2-Info" Tab" section of the "Client Management" document. |
Beneficiary Occasion |
Donation occasion for which it is possible to record beneficiary transactions. To learn how to create a beneficiary occasion, see the "Beneficiary Occasion" section of the "Beneficiaries Module" document. |
Beneficiary Transaction |
Transaction representing an amount (e.g. loans and grants, offered services, special projects, etc.) issued or distributed to a beneficiary client (associations, fundations, students, etc.) For more information on beneficiary transactions, see the "Beneficiary Transactions" section of the "Beneficiaries Module" document. |
Campaign |
Allows you to group donation occasions and to set a goal for selected occasions, over a given period. For more information on campaigns, see the "Campaign Management" document. |
Canvasser |
Someone who solicits donors. To learn how to indicate that a client in the database is a canvasser, see the " "3-Canvasser" Tab" section of the "Client Management" document. |
Cash |
Term to designate money in the form of cash. |
Characteristic |
Allows the documentation of a piece of information in ProDon if no existing field allows you to do it already. It is possible to specify a name, a value, as well as start and end dates. For more information on characteristics, see the "Characteristic Management" document. |
Client |
Any person or company registered in the client management of ProDon (e.g. donor, beneficiary, deceased person, canvasser, etc.). |
Client Category |
Allows the documentation of a piece of information in ProDon if no existing field allows you to do it already. A client category is displayed in the form of a check box. For more information on client categories, see the " "4-Categories" Tab" section of the "Client Management" document. |
Co. |
Existing field in ProDon. It specifies the company name of the client. |
Commitment |
Donation in installments. For more information on the commitment module, see the "Prospecting and Commitments Module" document. |
Contact |
Contact person within a client file (e.g. contact person in a company). For more information on contacts, see the "Contacts and Links" document. |
Creation |
Date shown when creating a file (client, task, transaction, etc.). To see the creation date of a client file, see the " "2-Info" Tab" section of the "Client Management" document. To see the creation date of a task, see the " "Add / Edit " Tab" section of the "Task and History Management - Customer Relationship Management (CRM)" document. |
CRM |
Means "Customer Relationship Management". In ProDon, the customer relationship management is made from the tasks and history. For more information on the tasks and history, see the "Task and History Management - Customer Relationship Management (CRM)" document. |
Current Filter |
Allows the creation of a filter based on specific search criteria, then save it for reuse. For more information on the current filter, see the "Adding a Filter" section of "Filter Data (Queries)" document. |
Custom Report |
Document made by a user representing a set of transaction items, clients or otherwise. For more information on custom reports, see the "Custom Reports" document. |
Customized Field |
Allows you to document a piece information in ProDon if no existing field allows you to do it already. It is possible to specify a name and a value. For more infomation on customized fields, see the "Customized Field Configuration" document. |
Customized List |
Tool used to create lists of clients from an active list or different criteria (e.g. transaction criteria, mailing criteria, etc.). For more information on customized lists, see the "Customized Lists" document. |
CVV |
The Card Verification Value (CVV) is a 3-digit number that appears on the back of credit cards (Visa, Eurocard and Mastercard), in the band reserved for the cardholder's signature. This additional protection is used to validate the transaction and to fight against fraud. This value is not mentioned in the magnetic stripe information and will not appear on receipts. This information should be disclosed over the phone or entered on the Web. In no case should it be visible on a reply coupon. |
Data Backup |
Allows you to save the data of the database. After each backup, ProDon creates a file whose name is the backup date and time. For more information on backing up data, see the "Performing Data Backup" document. |
Data Restore |
Allows you to reset the database to the state it was at a previous data backup. Warning: all changes (transactions, address corrections, issurance of receipts, etc.) made since the last data backup will be lost. For more information on restoring data, see the "Restoring Data" document. |
Deceased |
Person for whom a donation was made in memoriam. For more information on the deceased person in a transaction, see the "Different Clients of a Transaction" document. For more information on in memoriam gifts, see the "In Memoriam Gifts" document. |
Distribution List |
List of clients to whom an E-mail Blast will be sent. For more information on distribution lists, see the "Preparing the Distribution List" document. |
Document to be Issued |
Document linked to a transaction (e.g. thank-you letter) located in the "Batch Processing: Documents" management of ProDon after a transaction has been entered. For more information on documents to be issued, see the "Processing Documents to be Issued" document. |
Donation Occasion |
Centre of the financial structure in ProDon. A donation occasion is a source of revenue (e.g. general donation, event, scheduled donation, etc.) and consists of activities and expenditures. For more information on donation occasions, see the "Donation Occasion Management" document. |
Duplicate |
Client present more than once in the database. To learn how to merge clients, see the "Merging and Deleting a Client" document. |
Dynamic Customized List |
Customized list that keeps up to date according to the criteria that were used to create it. The number of clients that are part of this list may then vary. For more information on dynamic customized lists, see the "Dynamic List (main window)" section of the "Customized Lists" document. |
Dynamic Drop-down List |
Field in the database that comes in the form of a list of options. Options can be predifined or added when entering the field. For more information on dynamic drop-down lists, see the "Dynamic Drop-down Lists" document. |
Electronic Payment |
Any payment made with a credit card or a debit card. |
E-mail Blast |
E-mail sent to a list of clients from the database. For more information on e-mail blasting, see the "E-mail Blast Module (requires purchase of the module)" section of the wiki table of contents. |
Excluded from E-mail Blast |
Client in the database who no longer wishes to be solicited by e-mail blasting. To learn how to exclude a client from an e-mail blast, see the " "2-Info" Tab" section of the "Client Management" document. |
Expenditure |
For each donation occasion, one or several expenditure activities must be created to detail the transactions linked to the expenditures arising from the holding of this donation occasion. For more information on expenditures, see the "Adding / Editing an Expenditure Activity" section of the "Donation Occasion Management" document. |
Expenditure Transaction |
Payment of an expenditure arising from the holding of a donation occasion. For more information on expenditure transactions, see the "Expenditure Transaction Logging" document. |
Export and Merge |
Allows you to export data to Word, Excel or Text documents. For more information on exporting and merging, see the "Exporting and Merging Data" document. |
Feature and Search |
Special function entered in the search box to isolate specific elements. The legend of the search bar contains all the different search functions. For more information on search functions, see the "Search Bar" document. |
Field |
In ProDon, every data entry is inserted into a column that has a unique name. Generally, the column header name is the field name. |
Format |
Predefined arrangement of data to be entered in a field (e.g. a postal code field must contain 3 letters and 3 numbers, the letters must be in uppercase and there must be a space between the first 3 and the last 3 characters. If the format is predefined and the information entered does not meet these criteria, a warning window will be displayed). |
GL Account |
The GL accounts created in ProDon are usually linked to the accounts used in the accounting software of the organization. To learn how to create a GL account in ProDon, see the "Chart of Account Management" document. |
Greeting |
Merge field combining several fields with a specific provision which will be used in master documents. There are several types of greetings and each type is customizable as needed. For more information on greetings, see the " "8-Merge" Tab section of the "Client Management" document. |
Importation |
The importation modules allow you to import external data into ProDon (e.g. from a txt or Excel file). For more information on importing data into ProDon, see the "Importation Modules" document. |
In Memoriam Gift |
Donation made in memory of a deceased person. This type of transaction generally involves 3 individuals: the donor, the deceased person and the person to notify for the donation. For more information on in memoriam gifts, see the "In Memoriam Gifts" document. |
Inactive |
Element that can no longer be used, but still existing and available in ProDon to generate reports, filters, searches, etc. Multiple elements can be disabled, such as donation occasions, master documents, GL accounts, payment methods, etc. |
Inactive client |
Client to whom no transaction can be assigned. He or she can however be used as a deceased person in an in memoriam gift transaction. To learn how to deactivate a client, see the " "2-Info" Tab" section of the "Client Management" document. |
In-kind Payment Method |
Allows you to save donations of goods and services in the database. To learn how to create a new payment method, see the "Payment Method Management" document. |
Invoicing |
Allows you to generate invoices to clients in the database. For more information on invoicing, see the "Invoicing Module" document. |
Label |
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Link |
Element linking two client files (e.g. parent/child, spouse/partner, brother/sister, etc.). For more information on links, see the "Contacts and Links" document. |
Linked Client |
Client linked to a transaction while not being the donor nor the third-party client (e.g. parent, caregiver, honoree, etc.). For more information on liked clients, see the "Different Clients of a Transaction" document. To learn how to activate linked clients in an occasion, see the " "Client Link" Tab" section of the "Donation Occasion Management" document. |
Mailing History |
Tool used to keep track of mailings sent to clients in the database. For more information on mailing history, see the "Mailing History" document. |
Management Grid |
Grid which presents all the data from the database in each management. |
Mass Mailing |
Mass and customized production of a master document merged with some ProDon fields, for several clients at once. For more information on mass mailing, see the "Mass Mailing" document. |
Master Document |
Word document that uses merge fields for mass mailing or e-mail blasting. For more information on master documents, see the "Master Document Management" document. |
Merge Field |
Fields to be inserted into the master document when mass mailing. For more information on merge fields and master documents, see the "Master Document Management" document. |
Modification |
Date shown when modifying a client or task file. To see the modification date of a client file, see the " "2-Info" Tab" section of the "Client Management" document. To see the modification date of a task, see the " "Add / Edit" Tab" section of the "Task and History Management - Customer Relationship Management (CRM)" document. |
Multiorganization |
Module allowing you to manage donations from two different organizations within the same database. For more information on the multi-organization module, see the "Multi-organization Module" document. |
Negative Transaction |
Credit of a transaction (e.g. repayment of an electronic transaction). For more information on negative transactions, see the "Negative Transaction Entry" document. |
Online Donation |
ProDon module that allows donors to make donations or to register to some of the organization's events from the Web. For more information on online donations, see the documents in the "Online Donation Module (requires purchase of the module)" section of the wiki table of contents. |
Origin |
Allows you to group different types of transactions for donations as well as beneficiary transactions (e.g. donation, fundraising activity, grant, volunteer hours, etc.). For more information on origins, see the "Origin Code Management" document. |
Participant |
Client participating in an event. For more information on participants, see the "Participant Management" document. |
Payment Method |
Method used for the payment of a transaction (e.g. cash, check, MasterCard, Visa, in-kind, etc.). To learn how to create a new payment method, see the "Payment Method Management" document. |
PaySafe |
Logilys' realtime electronic payment provider (Web, virtual terminal). |
Pending Transaction |
Transaction entered in ProDon to be paid later. For more information on pending transactions (to be received), see the "Transaction Management" section of the "Transaction Logging" document. |
Period |
Predefined period of time that can be used in reports,customized lists, etc. (e.g. lifetime, fiscal 2011-2012, year 2012, etc.). For more information on periods, see the "Period Management" document. |
Person to Notify |
Person to notify for in memoriam gifts that were made in memory of a loved one. For more information on the person to notify in a transaction, see the "Different Clients of a Transaction" document. For more information on in memoriam gifts, see the "In Memoriam Gifts" document. |
Promise Payment Method |
Allows you to save a transaction that will be paid later. For more information on how to create a new payment method, see the "Payment Method Management" document. |
Property |
When a donation is made, other than a monetary donation, the"In-kind" payment method must be selected in the transaction, then you must specify the nature of the property that was donated (e.g. furniture, miscellaneous items). To learn how to enter an in-kind donation transaction, see the "Transaction in Goods and Services (In-kind)" section of the "Transaction Logging" document. |
Prospection |
Allows you to plan objectives linked to commitments. For more information on prospection, see the "Prospecting and Commitments Module" document. |
Receipt |
For each donation, a receipt is automatically generated by ProDon (depending on the configuration of the donation occasion for which the donation was made). For more information on receipts, see the documents in the "Receipts" section of the wiki table of contents. |
Receipt to be Calculated |
Receipt whose amount should be calculated according to the expenditures arising from the holding of the donation occasion. For more information on receipts to be calculated, see the " 'To be calculated' Status to 'To be issued' " document. |
Receipt to be Issued |
Receipt whose amount is known and which can be issued. To learn how to proceed with the issue of a receipt, see the "Processing Receipts to be Issued" document. |
Receipt with Integrated Thank-you |
Receipt with an integrated thank-you note. This type of receipt is generated in two copies, the thank-you letter at the top and the two copies of the receipt at the bottom of the sheet. For more information on receipts with integrated thank-you, see the "Configuration of a Thank-you Letter Integrated to a Receipt" document. |
Regions |
There are three concepts related to regions in ProDon: the types of regions, the regions and the definition of regions. For more information on how to configure these three notions, see the "Region Management" document. |
Reminder |
With the task and history management (CRM) in ProDon, it is possible to activate a reminder on a task. For more information on reminders, see the "Reminder Window" section of the "Task and History Management - Customer Relationship Management (CRM)" document. |
Report |
Document representing a set of transactional items, clients or otherwise. |
Required Field |
It is possible to make some fields required. If a required field is not filled in upon confirmation of the addition or modification of a file, a message will be displayed and the label of the required field will turn blue. |
Search Bar |
Tool located at the top of practically all ProDon management grids allowing you to conduct searches by entering a keyword, a part of a word or a search function into a search box. For more information on the search bar, see the "Search Bar" document. |
Search Box |
The search bar contains a search box for each field of the management grid. It is in these search boxes that search criteria must be specified. For more information on the search bar, see the "Search Bar" document. |
Sector of Activity |
Type of job held by the clients in the database (e.g. agriculture, retail, medical, industrial, educational, etc.). |
Special Features |
Menu available in several ProDon managements which contains many advanced modification functions. This menu is visible to all users, but only accessible for those who have access to it. |
Standard Receipt |
Receipt available in many formats, but with a limited customization. This type of receipt is kept up to date by Logilys and complies with Canada Revenue Agency (CRA) and with the Canadian standards. For more information on standard receipts, see the "Configuration of a Standard Type Receipt" document. |
Suffix |
Field in ProDon which is entered after the name of an individual (e.g. "Dr." for doctor, "Eng." for engineer, etc.). |
Summary |
Financial calculation tool whose result can be used in a customized report or in a master document. For more information on summaries, see the "Summary Management" document. |
Tasks & History |
ProDon management that allows you to manage all communications and follow-ups with the clients in the database and to save all history. For more information on tasks and history, see the "Task and History Management - Customer Relationship Management (CRM)" document. |
Temporary Filter |
Allows you to filter information based on specific search criteria. A temporary filter can be used only once, to save a filter, use the current filter instead. For more information on the temporary filter, see the "Filter Data (Queries)" document. |
Temporary Mailing |
Sends an e-mail blast test. For more information on the e-mail blast module, see the documents in the "E-mail Blast Module (requires purchase of the module)" section of the wiki table of contents. For more information on temporary mailings, see the "Testing the Mailing" section of the "Sending the E-mail Blast" document. |
Third-party Client |
Client through which a transaction is made without him or her being the donor or canvasser (e.g. Client A is being solicited and his spouse will send us a donation, in this example, Client A is the third-party client and his spouse is the donor). For more information on third-party clients, see the "Different Clients of a Transaction" document. For an example of a transaction with a third-party client, see the "Transaction with a Third-party Client" section of the "Transaction Logging" document. |
Title |
Existing field in ProDon. It reprensents the word preceeding the name of a client in a greeting (e.g. Mr., Ms., etc.). |
Token |
The authentication token is a strong authentication solution. Tokens are used as proof of identity by electronic means (such as a client trying to access his or her bank account). The token acts as an electronic key to open access to data and is used in complement or instead of a password to prove that the client is who he or she claims to be. |
Transaction Received |
General transaction in ProDon, paid by deposit slip, electronic payment, donation in goods, etc. |
Transaction Transfer |
Once the transactions are entered and validated in ProDon, they must be transferred. Generally, a transaction transfer is made for each deposit. For more information on transaction transfer, see the "Transaction Transfer" section of the "Validation and Transfer of a Transaction Batch" document. |
Transferred Transaction |
Transaction that has been validated and deposited. Each transaction transfer is attached to a unique batch number which facilitates the future verification of information. |
UCN |
Unique client number that ProDon automatically assigns when creating a new client. |
Untransferred Transaction |
Transaction entered in ProDon that has not been validated and deposited. The receipt and the documents cannot be issued as long as the transaction has not been transferred. |
User / System Preferences |
Allows you to configure several elements in ProDon. User preferences are unique for each ProDon user profile. System preferences can only be modified by the supervisor profile and have an impact on all users. For more information on user / system preferences, see the "Preferences" document. |
View |
Configuration of visible fields in the management grid. For more information on views, see the "View Management" document. |
Web Form |
Form hosted on the online donation website. Each form is attached to a donation occasion so that Internet users can register online to the fundraising activities of the organization, or make a donation directly over the Web. For more information on Web forms, see the "Creating a Web Form" document. |
Web Update |
Allows the update of ProDon. To learn how to make a Web update, see the "Web Update" document. |
Word Receipt |
Receipt edited with Word and customized with a ProDon instructor, as requested. This type of receipt complies with Canada Revenue Agency (CRA) only upon delivery of the software, so it is important to keep up to date according to the Canadian standards subsequently. For more information on Wordreceipts, see the "Configuration of a Word Type Receipt" document. |
Document name: ProDon:Lexicon