Difference between revisions of "ProDon:Table of Contents"
| Line 109: | Line 109: | ||
|- | |- | ||
| [[ProDon:Client Management|Client Management]]<br> | | [[ProDon:Client Management|Client Management]]<br> | ||
| − | | | + | | Explanations on the elements present in the client management and in the client file.<br> |
| − | | <br> | + | | 2011/08/12<br> |
| − | | <br> | + | | 1<br> |
| − | | <br> | + | | 4.6.5.7<br> |
| − | | <br> | + | | Active<br> |
|- | |- | ||
| [[ProDon:Contacts and Links|Contacts and Links]] | | [[ProDon:Contacts and Links|Contacts and Links]] | ||
| Line 154: | Line 154: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon: | + | | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]] |
| − | | Coming soon | + | | Coming soon |
| | | | ||
| | | | ||
Revision as of 13:07, 12 August 2011
Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.
| Title | Description | Revision | Rev. no. | Version | Status |
|---|---|---|---|---|---|
ContentsUnclassified | |||||
| Lexicon | Coming soon | ||||
| Web Update |
Procedure to update your application. | 2011/06/14 | 1 | 4.6.5.5 | Active |
| Saving Data | Procedure to perform a data backup. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Restoring Data | Procedure to perform a data restore. | 2011/07/12 | 1 | 4.6.5.5 | Active |
Configuration | |||||
| Characteristic Management | Coming soon | ||||
| Period Management | Procedure to create, manage and use periods. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Region Management | Procedure to create, manage and use regions. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Summary Management | Coming soon | ||||
| User Management | Coming soon | ||||
| Drop-down Dynamic Lists | Coming soon | ||||
| Preferences | Coming soon | ||||
| Receipts | Coming soon | ||||
Client | |||||
| Client Management |
Explanations on the elements present in the client management and in the client file. |
2011/08/12 |
1 |
4.6.5.7 |
Active |
| Contacts and Links | Coming soon | ||||
| Researching and Eliminating Duplicates | Researching and eliminating duplicates procedure. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Merging and Deleting a Client | Coming soon | ||||
Transaction, occasion and batch processing | |||||
| Donation Occasion Management |
Coming soon |
|
|
|
|
| Transaction Logging | Coming soon | ||||
| Different Clients of a Transaction | Coming soon | ||||
| Processing Receipts to be Issued | Coming soon | ||||
| Processing Documents to be Issued | Coming soon | ||||
| In Memoriam Gifts | Coming soon | ||||
| Participant Management | Procedure to configure and use the notion of participant. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Cancelling a Transaction | Coming soon | ||||
| Steps on How to Make a Deposit | Coming soon | ||||
Search, query and information extraction | |||||
| Client and Individual vs Other Fields | Explanations on the use of these fields. |
2011/07/12 |
1 |
4.6.5.5 |
Active |
| Search Bar | Explanations on the search bar. | 2011/07/22 | 1 | 4.6.5.7 | Active |
| Filter Data (Queries) | Explanations on the "Filter Data" tool. |
2011/08/12 | 1 | 4.6.5.5 | Active |
| View Management | Coming soon | ||||
| Customized Lists | Coming soon | ||||
Mass mailing and master documents | |||||
| Master Document Management | Coming soon |
|
|
|
|
| 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 |
| Integrating a Word Document in the Database | Coming soon | ||||
| Mass Mailing | Coming soon | ||||
| Mailing History | Coming soon | ||||
| Labels or Envelopes Word 2002-2003 | Coming soon | ||||
| Labels or Envelopes Word 2007 | Coming soon | ||||
| Labels or Envelopes Word 2010 | Coming soon | ||||
| Default Values |
Coming soon |
|
|
|
|
| Exporting and Merging Data | Coming soon | ||||
| Task and History Management (CRM) | Coming soon | ||||
Analysis and reports | |||||
| Customized Reports |
Coming soon |
|
|
|
|
| Analysis Summary | Coming soon | ||||
Add-on Modules (requires purchasing of corresponding modules) | |||||
| Accounting Integration Module | Coming soon | ||||
| Importation Modules | Configuration and use of importation modules to import data from CSV files. | 2011/04/07 | 24 | 4.6.3.24 | Active |
| Beneficiary Module | Coming soon | ||||
| Prospecting and Commitment Module | Coming soon | ||||
| Invoicing Module | Coming soon | ||||
| E-Mail Blast Module | Coming soon | ||||
Appendix A - Technical documents | |||||
| coming soon | |
|
|
|
|
Document name: ProDon:Table of Contents
