Difference between revisions of "ProDon:Table of Contents"
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| Procedure to create a new master document based on a '''''ProDon''''' master document. | | Procedure to create a new master document based on a '''''ProDon''''' master document. | ||
| 2011/07/21 | | 2011/07/21 | ||
Revision as of 16:14, 19 October 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 |
|---|---|---|---|---|---|
Contents
Unclassified | |||||
| Lexicon | Coming soon | |
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|
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| 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 | |
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|
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| 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 | |
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| User Management | Coming soon | |
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| Dynamic Drop-down Lists | Coming soon | |
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| Preferences | Coming soon | |
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Receipts | |||||
| General Configuration of the Receipt | Explanations on the settings relating to receipts. |
2011/09/29 |
1 |
4.5.6.11 |
Active |
| Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. | 2011/10/19 |
1 |
4.5.6.11 |
Active |
| Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
2011/09/29 | 1 | 4.6.5.11 | Active |
| Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
2011/10/19 |
1 |
4.6.5.13 |
Active |
| Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
2011/09/29 | 1 | 4.6.5.11 | Active |
| "To be calculated" Status to "To be issued" | Coming soon | |
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| List of Receipts Issued and/or Cancelled | Coming soon | |
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| Cancelling a Receipt | Coming soon | |
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| Modifying the Owner of a Receipt | Coming soon | |
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Client | |||||
| Client Management | Explanations on the elements present in the client management and in the client file. |
2011/08/12 | |
4.6.5.7 | Active |
| Contacts and Links | Coming soon | |
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| Searching and Eliminating Duplicates | Procedure to search and eliminate duplicates. | 2011/06/28 | |
4.6.5.5 | Active |
| Merging and Deleting a Client | Procedure to eliminate a known duplicate. | 2011/10/04 | |
4.5.6.13 | Active |
Transactions, Occasions and Batch Processing | |||||
| Donation Occasion Management |
Coming soon |
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| Transaction Logging | Coming soon | |
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| Different Clients of a Transaction | Coming soon | |
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| Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. | 2011/10/19 |
1 |
4.6.5.13 |
Active |
| In Memoriam Gifts | Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. | 2011/08/30 | 1 | 4.6.5.5 | Active |
| 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 | |
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| Compiling Time Bank | Coming soon | |
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| Steps on How to Make a Deposit | Coming soon | |
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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 | |
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| Customized Lists | Coming soon | |
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Mass Mailing and Master Documents | |||||
| Master Document Management | Procedure to create master documents integrated to ProDon. |
2011/08/30 |
1 |
4.6.5.6 |
Active |
| 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 | Procedure to integrate an existing Word document as master document in the database. | 2011/08/30 | 1 | 4.6.5.7 | Active |
| Mass Mailing | Procedure for the use of the mass mailing functions. |
2011/08/30 | 1 | 4.6.5.8 | Active |
| Mailing History | Procedure for the configuration, the creation and the use of mailings. | 2011/09/26 |
1 |
4.6.5.10 |
Active |
| Labels or Envelopes Word 2002-2003 | Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003. | 2011/08/30 | 1 | 4.6.5.7 | Active |
| Labels or Envelopes Word 2007 | Procedure to create labels or envelopes master documents if your Word version is from 2007. | 2011/08/30 | 1 | 4.6.5.7 | Active |
| Labels or Envelopes Word 2010 | Procedure to create labels or envelopes master documents if your Word version is from 2010. |
2011/08/30 | 1 | 4.6.5.7 | Active |
Multi-management | |||||
| Default Values |
Coming soon |
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| Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. | 2011/08/30 | 1 | 4.6.5.5 | Active |
| Task and History Management (CRM) | Coming soon | |
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Analysis and Reports | |||||
| Custom Reports |
Coming soon |
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| Analysis Summary | Explanations concerning the use of summaries in "Analysis and history". | 2011/08/30 | 1 | 4.6.5.8 | Active |
Add-on Modules (requires purchasing of corresponding modules) | |||||
| Accounting Integration Module | Coming soon | |
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| 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 | |
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| Prospecting and Commitment Module | Coming soon | |
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| Invoicing Module | Coming soon | |
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| E-Mail Blast Module | Coming soon | |
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Appendix A - Technical Documents | |||||
| coming soon | |
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Document name: ProDon:Table of Contents
