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Unclassified
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Lexicon
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Coming soon
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Web Update
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Procedure to update your application.
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2012/07/27
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1
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4.6.7.24
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Active
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Performing Data Backup
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Procedure to perform a data backup.
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2012/07/27
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1
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4.6.7.24
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Active
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Restoring Data
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Procedure to perform a data restore.
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2012/07/27
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1
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4.6.7.24
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Active
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Configuration
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Customized Field Configuration
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Coming soon
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Campaign Management
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Coming soon
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Characteristic Management
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Procedure to create, manage and use characteristics.
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2012/02/16
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1
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4.6.6.7
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Active
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Origin Code Management
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Procedure to create origin codes.
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2012/09/14
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1
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4.6.7.27
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Active
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Chart of Account Management
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Procedure to create General Ledger accounts.
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2012/09/14
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1
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4.6.7.27
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Active
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Payment Method Management
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Procedure to create payment methods.
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2012/09/14
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1
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4.6.7.27
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Active
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Period Management
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Procedure to create, manage and use periods.
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2011/07/21
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1
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4.6.5.5
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Active
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Region Management
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Procedure to create, manage and use regions.
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2011/07/12
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1
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4.6.5.5
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Active
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Summary Management
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Procedure to create summaries that are used in master documents and custom reports.
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2011/10/24
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1
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4.6.5.13
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Active
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User Management
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Coming soon
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Dynamic Drop-down Lists
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Coming soon
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Preferences
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Explanations on the user and the system preferences of ProDon.
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2012/02/07
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1
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4.6.6.5
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Active
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Default Values
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Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
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2011/11/25
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1
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4.6.6.5
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Active
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Categories vs Customized Fields vs Characteristics
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Comparison and use of the 3 customization methods.
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2012/08/09
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1
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4.6.7.24
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Active
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Receipts
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General Configuration of the Receipt
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Explanations on the settings relating to receipts.
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2011/09/29
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1
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4.5.6.11
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Active
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Configuration of a Standard Type Receipt
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Procedure to configure a standard type receipt.
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2011/10/19
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1
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4.5.6.11
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Active
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Configuration of a Word Type Receipt
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Procedure to configure a Word type receipt.
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2011/09/29
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1
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4.6.5.11
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Active
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Configuration of a Thank-you Letter Integrated
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Procedure to configure a thank-you letter integrated to a receipt.
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2011/10/19
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1
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4.6.5.13
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Active
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Processing Receipts to be Issued
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Procedure for the issuance of receipts following transactions entry.
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2011/09/29
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1
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4.6.5.11
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Active
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'To be calculated' Status to 'To be issued'
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Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
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2012/06/08
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1
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4.6.6.10
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Active
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List of Issued and/or Cancelled Receipts
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Procedure to view the list of issued and/or cancelled receipts.
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2012/02/16
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1
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4.6.6.10
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Active
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Cancelling, Reissuing and Reprinting Receipts
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Procedure to cancel, reissue or reprint receipts.
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2012/06/29
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1
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4.6.7.20
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Active
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Client
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Client Management
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Explanations on the elements present in the client management and in the client file.
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2011/08/12
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1
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4.6.5.7
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Active
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Contacts and Links
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Coming soon
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Searching and Eliminating Duplicates
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Procedure to search and eliminate duplicates.
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2011/06/28
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1
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4.6.5.5
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Active
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Merging and Deleting a Client
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Procedure to eliminate a known duplicate.
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2011/10/04
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1
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4.5.6.13
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Active
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Transactions, Occasions and Batch Processing
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Donation Occasion Management
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Explanations for creating and managing donation occasions. Revenues and expenditures.
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2011/11/15
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1
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4.5.6.13
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Active
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Transaction Logging
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Coming soon
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Expenditure Transaction Logging
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Procedure explaining the entry of expenditure transactions.
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2012/02/16
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1
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4.6.6.10
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Active
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Different Clients of a Transaction
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Coming soon
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Processing Documents to be Issued
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Procedure for the issuance of documents following the entry of transactions.
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2011/10/19
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1
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4.6.5.13
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Active
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In Memoriam Gifts
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Procedure for the configuration, the entry and the follow-up of In Memoriam gifts.
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2011/08/30
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1
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4.6.5.5
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Active
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Participant Management
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Procedure to configure and use the notion of participant.
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2011/07/21
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1
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4.6.5.5
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Active
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Cancelling a Transaction
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Procedure to cancel a transaction and to understand the impact on the reports.
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2011/11/25
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1
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4.6.6.5
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Active
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Negative Transaction Entry
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Procedure to credit a transaction.
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2012/07/27
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1
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4.6.7.23
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Active
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Entry of Volunteer Hours
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Procedure to enter the number of hours worked (e.g. volunteer work).
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2012/02/14
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1
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4.6.6.7
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Active
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Search, Query and Information Extraction
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Client and Individual vs Other Fields
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Explanations on the use of these fields.
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2011/07/12
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1
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4.6.5.5
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Active
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Search Bar
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Explanations on the search bar.
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2011/07/22
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1
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4.6.5.7
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Active
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Filter Data (Queries)
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Explanations on the "Filter Data" tool.
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2011/08/12
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1
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4.6.5.5
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Active
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Customized Lists
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Explanations on how to create and use customized lists.
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2012/07/13
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1
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4.6.6.18
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Active
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Mass Mailing and Master Documents
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Master Document Management
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Procedure to create master documents integrated to ProDon.
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2011/08/30
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1
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4.6.5.6
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Active
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Duplicating a Master Document
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Procedure to create a new master document based on a ProDon master document.
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2011/07/21
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1
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4.6.5.6
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Active
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Integrating a Word Document in the Database
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Procedure to integrate an existing Word document as master document in the database.
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2011/08/30
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1
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4.6.5.7
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Active
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Mass Mailing
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Procedure for the use of the mass mailing functions.
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2011/08/30
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1
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4.6.5.8
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Active
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Mailing History
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Procedure for the configuration, the creation and the use of mailings.
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2011/09/26
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1
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4.6.5.10
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Active
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Labels or Envelopes Word 2002-2003
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Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003.
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2011/08/30
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1
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4.6.5.7
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Active
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Labels or Envelopes Word 2007
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Procedure to create labels or envelopes master documents if your Word version is from 2007.
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2011/08/30
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1
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4.6.5.7
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Active
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Labels or Envelopes Word 2010
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Procedure to create labels or envelopes master documents if your Word version is from 2010.
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2011/08/30
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1
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4.6.5.7
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Active
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Multi-management
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Exporting and Merging Data
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Procedure to export a grid from ProDon to a Word, Excel or Text document.
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2011/08/30
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1
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4.6.5.5
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Active
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Task and History Management - Customer Relationship Management (CRM)
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Procedure to manage tasks and history, as well as reminders.
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2012/07/31
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4.6.7.23
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Active
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View Management
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Procedure to configure views in the different managements.
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2012/07/27
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1
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4.6.7.24
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Active
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Analysis and Reports
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Custom Reports
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Procedure to configure and use custom reports.
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2011/08/17
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1
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4.6.5.8
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Active
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Analysis Summary
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Explanations concerning the use of summaries in "Analysis and history".
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2011/08/30
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1
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4.6.5.8
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Active
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Add-on Modules (requires purchase of corresponding modules)
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Accounting Integration Module
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Coming soon
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Importation Modules
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Configuration and use of importation modules to import data from CSV files.
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2011/04/07
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24
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4.6.3.24
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Active
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Beneficiaries Module
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Coming soon
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Prospecting and Commitments Module
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Coming soon
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Invoicing Module
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Coming soon
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E-Mail Blast Module
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Coming soon
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Multi-organization Module
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Coming soon
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Online Donation Module (requires purchase of the module)
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Home Page and Website Configuration
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Coming soon
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Creating a Web Form
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Coming soon
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Web Form Customization Configuration
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Coming soon
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Label Configuration
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Coming soon
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Importing Donations
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Coming soon
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Viewing Donations
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Coming soon
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URL Address of the Form
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Coming soon
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Web Form Parameters (Online Donation Module)
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Coming soon
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E-mail Blast Module (requires purchase of the module)
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Preparing the Master Document
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Coming soon
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Preparing the Distribution List
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Coming soon
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Sending the E-mail Blast
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Coming soon
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Viewing Mailing Statistics
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Coming soon
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Appendix A - Technical Documents
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Removing the Data Source from a Master Document
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Coming soon
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Automated Data Saving through a Planned Task
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Coming soon
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VPN and Performance
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Coming soon
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