Difference between revisions of "ProDon:Table of Contents"
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== Transaction structure configuration == | == Transaction structure configuration == | ||
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| − | <br> | + | [[ProDon:Origin Code Management|Origin Code Management]] |
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| + | [[ProDon:Accounting System Links Management|Accounting System Links Management]] | ||
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| + | [[ProDon:Donation Occasion Management|Donation Occasion Management]] | ||
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| + | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]] | ||
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| + | [[ProDon:Participant Management|Participant Management]] | ||
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| + | [[ProDon:Item Management|Item Management]] | ||
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| + | [[ProDon:Payment Method Management|Payment Method Management]] | ||
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== Receipts configuration == | == Receipts configuration == | ||
Revision as of 13:42, 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
Transaction structure configuration
Accounting System Links Management
Receipts configuration
Customization of the database
| Categories vs Customized Fields vs Characteristics |
| Categorie_Management |
| Characteristic Management |
| Customized Field Configuration |
Transaction processing and Deposit loop
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 |
| Mailing to a couple |
| Couple greeting |
Multi-management / Information extraction
Mass mailing and master documents
Available modules
| Accounting Integration Module |
| Beneficiaries Module |
| Invoicing Module |
| Multi-organization Module |
Multiuser module
| Creating a new user |
| Creating a new user group |
| Visibility in views, filters, tasks, etc. |
| Copy user preferences to another user |
| Change a user password |
Imports module
| Client import and update module |
| Address import |
| Means of communication import |
| Transaction import |
| Receipts import |
| Commitment import |
| Tasks import |
Commitments module
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
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 |
| Sending eReceipt |
| Assignment of the thank-you for transaction already entered |
Update descriptions
Documents
Technical documents
Training plans
| Introduction to ProDon |
| E-mail Blast Module |
| Online Donation Module |
Training Documents(PDF)
| Report Occasion results - Annual campaign |
| Report Occasion results - Fundraising cocktail party |
Policies
| Terms of use |
| IMakeAnOnlineDonation Confidentiality policy |
| Community regulations |
| Logilys Confidentiality policy |
| Software Licence Agreement |
Document name: ProDon:Table of Contents
