Difference between revisions of "ProDon:Table of Contents"
(→General Configuration) |
(→General Configuration) |
||
| Line 22: | Line 22: | ||
| − | |||
[[ProDon:Preferences|Preferences]] | [[ProDon:Preferences|Preferences]] | ||
| − | |||
|- | |- | ||
| − | + | [[ProDon:Default Values|Default Values]] | |
| − | |||
|- | |- | ||
| − | + | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] | |
| − | |||
|- | |- | ||
| − | + | [[ProDon:Period Management|Period Management]] | |
| − | |||
|- | |- | ||
| − | + | [[ProDon:Region Management|Region Management]] | |
| − | |||
|- | |- | ||
| − | + | [[ProDon:Summary Management|Summary Management]] | |
| − | |||
| − | |||
== Transaction structure configuration == | == Transaction structure configuration == | ||
Revision as of 13:40, 29 May 2024
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
This is the table of contents of ProDon help documentation.
To find a help document, consult the list or search by using the search tool available in the left-hand menu.
General
General Configuration
Preferences |- Default Values |- Dynamic Drop-down Lists |- Period Management |- Region Management |- Summary Management
Transaction structure configuration
| Campaign Management | Explanations on how to create and manage campaigns. |
| Origin Code Management | Procedure to create origin codes. |
| Accounting System Links Management | Procedure to create General Ledger accounts. |
| Donation Occasion Management | Explanations for creating and managing donation occasions. Revenues and expenditures. |
| In Memoriam Donations | Procedure for the configuration, the entry and the follow-up of In Memoriam Donations. |
| Participant Management | Procedure to configure and use the notion of participant. |
| Item Management | Coming soon |
| Payment Method Management | Procedure to create payment methods. |
Receipts configuration
| General Configuration of the Receipt | Explanations on the settings relating to receipts. |
| Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. |
| Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
| Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
| 'To be calculated' Status to 'To be issued' | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". |
Customization of the database
| Categories vs Customized Fields vs Characteristics | Comparison and use of the 3 customization methods. |
| Categorie_Management | Procedure to create and use categorie. |
| Characteristic Management | Procedure to create, manage and use characteristics. |
| Customized Field Configuration | Procedure to create and use customized fileds. |
Transaction processing and Deposit loop
| Transaction Processing | Simplified transaction processing |
| Transactions management | Comming soon |
| Transaction Logging | Procedure that explains how to enter different types of transactions. |
| Different Clients of a Transaction | Coming soon |
| Expenditure Transaction Logging | Procedure explaining the entry of expenditure transactions. |
| Negative Transaction Entry | Procedure to credit a transaction. |
| Entry of Volunteer Hours | Procedure to enter the number of hours worked (e.g. volunteer work). |
| Validation and Transfer of a Transaction Batch | Procedure that explains how to validate and transfer a transaction batch. |
| Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
| Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. |
| Cancelling a Transaction | Procedure to cancel a transaction and to understand the impact on the reports. |
| Cancelling, Reissuing and Reprinting Receipts | Procedure to cancel, reissue or reprint receipts. |
| List of Issued and/or Cancelled Receipts | Procedure to view the list of issued and/or cancelled receipts. |
Clients
| Procedure to add a client | Procedure to add a client |
| Client Management | Explanations on the elements present in the client management and in the client file. |
| Client file | Document describing the tabs of the customer record. |
| Manipulation of client file tabs | Document describing the client file tabs. |
| Relations | Procedure explaining the relation concept and the relation management. |
| Searching and Eliminating Duplicates | Procedure to search and eliminate duplicates. |
| Merging and Deleting a Client | Procedure to eliminate a known duplicate. |
Couple management
| Issuance of couple receipt | Procedure for issuing couple receipts. |
| Mailing to a couple | Coming soon |
| Couple greeting | Coming soon |
Multi-management / Information extraction
| View Management | Procedure to configure views in the different managements. |
| Client and Individual vs Other Fields | Explanations on the use of these fields. |
| Search Bar | Explanations on the search bar. |
| Filter Data (Queries) | Explanations on the "Filter Data" tool. |
| Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. |
| Customized Lists | Explanations on how to create and use customized lists. |
| Custom Reports | Procedure to configure and use custom reports. |
| Analysis Summary | Explanations concerning the use of summaries in the histories |
| Analysis Grid | Explanations concerning the use of analysis grid in the histories. |
| Task and History Management | Procedure to manage tasks and history, as well as reminders. |
Mass mailing and master documents
| Master Document Management | Procedure to create master documents integrated to ProDon. |
| Duplicating a Master Document | Procedure to create a new master document based on a ProDon master document. |
| Integrating a Word Document in the Database | Procedure to integrate an existing Word document as master document in the database. |
| Mass Mailing | Procedure for the use of the mass mailing functions. |
| Mailing History | Procedure for the configuration, the creation and the use of mailings. |
| Labels or Envelopes Word 2002-2003 | Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003. |
| Labels or Envelopes Word 2007 | Procedure to create labels or envelopes master documents if your Word version is from 2007. |
| Labels or Envelopes Word 2010 | Procedure to create labels or envelopes master documents if your Word version is from 2010. |
Available modules
| Accounting Integration Module | Configuration and use of importation modules to import data from CSV files. |
| Beneficiaries Module | Procedure for the configuration and the entry of beneficiary type transaction. |
| Invoicing Module | Coming soon |
| Multi-organization Module | Coming soon |
Multiuser module
| Creating a new user | Coming soon |
| Creating a new user group | Coming soon |
| Visibility in views, filters, tasks, etc. | Procedure explaining the visibility and accessibility options. |
| Copy user preferences to another user | Procedure explaining how to copy user preferences to another user. |
| Change a user password | Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost. |
Imports module
| Client import and update module | Configuration and use of importation modules to import clients from CSV files. |
| Address import | Coming soon |
| Means of communication import | Coming soon |
| Transaction import | Configuration and use of importation modules to import transactions from CSV files. |
| Receipts import | Coming soon |
| Commitment import | Configuration and use of importation modules to import commitments from CSV files. |
| Tasks import | Coming soon |
Commitments module
| Prospecting | Procedure to enter the information of your prospects |
| Commitment Management (Objective vs Automatic) | Procedure to manage commitments and explanation of each type of commitments. |
| Procedure to generate commitment transactions | Coming soon |
| Entering a commitment by objective | Procedure to guide you with entering commitment by objective. |
| Entering an automatic commitment | Procedure to guide you with entering automatic commitments. |
| Automatic Commitment Transactions | Procedure to guide you with automatic type Commitment transactions |
| Mass Mailing, follow-ups and reminders for commitments by objective | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. |
| Mass Mailing, follow-ups and reminders for automatic commitments | Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders. |
| Commitment by objective | Coming soon |
| Generate Commitment Reports | Procedure for generating reports with commitments. |
| Link one or more transactions to a commitment | Procedure for linking transactions to commitment. |
| Edit Commitment Payment Information | Procedure to help you edit the commitment payment information. |
Electronic Transaction Module
| Electronic Transaction Module | Procedure to enter and process electronic transactions. |
| Process Bank Rejections | Procedure to help with the processing of bank rejects. |
Online donation module
| Home Page and Website Configuration | Explanations on how to configure the IMakeAnOnlineDonation home page and website. |
| Creating a Web Form | Explanations on how to create a Web form. |
| Web Form Customization Configuration | Explanations on how to configure the customizations of a Web form. |
| Label Configuration | Explanations on how to configure the labels of a Web form. |
| Importing Donations | Explanations on how to import donations online. |
| Viewing Donations | Explanations on how to view imported online donations. |
| URL Address of the Form | Explanations on how to find the hyperlink of a Web form. |
| Web Form Parameters (Online Donation Module) | Explanations on the possible fields and values of the Web forms. |
| Integration with Online Donation Forms | Explanations on the integration with Online Donation Forms. |
| Back office | Explanation to help the user to understand the Back office. |
E-mail blast module
| Preparing the Master Document | Procedure to add and modify an E-mail Blast master document. |
| Preparing the Distribution List | Procedure to prepare a distribution list. |
| Sending the E-mail Blast | Procedure to configure the mailing of an E-mail Blast. |
| Viewing Mailing Statistics | Procedure to view the mailing statistics of an E-mail Blast. |
eReceipt Module
| eReceipt options | Procedure to configure the eReceipt options in client files and transaction. |
| Thank-you email configuration | Procedure to configure thank-you email. |
| Sending eReceipt | Procedure to send eReceipt |
| Assignment of the thank-you for transaction already entered | Coming soon |
Update descriptions
Documents
Technical documents
| Hardware and software requirements | Hardware and software requirements for Logilys applications. |
| Sending domain authentifications | Procedure for sending domain authentication. |
| FAQ - PCI Standards | Frequently asked questions concerning the PCI Standards. |
| Removing the Data Source from a Master Document | Coming soon |
| Automated Data Saving through a Planned Task | Coming soon |
| VPN and Performance | Coming soon |
| Office 365 for our LogiCloud hosting service | This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service. |
Training plans
| Introduction to ProDon | Training plan on the basis of ProDon. |
| E-mail Blast Module | Training plan E-mail Blast module. |
| Online Donation Module | Training plan Online donation module. |
Training Documents(PDF)
| Report Occasion results - Annual campaign | Coming soon. Example of a report of a donation occasion results. |
| Report Occasion results - Fundraising cocktail party | Coming soon. Example of a report of a donation occasion results. |
Policies
| Terms of use | Terms of use for IMakeAnOnlineDonation and IRegisterNow. |
| IMakeAnOnlineDonation Confidentiality policy | Confidentiality policy of our websites. |
| Community regulations | Logilys community regulations. |
| Logilys Confidentiality policy | Commitment policy of confidentiality regarding your data. |
| Software Licence Agreement | Logilys Sofware Licence Agreement ("SLA") |
Document name: ProDon:Table of Contents
