Difference between revisions of "ProDon:Table of Contents test"

From Logilys
Jump to: navigation, search
(Multi-gestions / Extraction d'information)
(Publipostage et documents maîtres)
Line 237: Line 237:
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| width="400" | [[ProDon:Gestion des documents maîtres|Gestion des documents maîtres]]<br>  
+
| width="400" | [[ProDon:Master Document Management|Master Document Management]]<br>  
| <br>
+
| Procedure to create master documents integrated to '''''ProDon'''''.<br>
 
|-
 
|-
| width="400" | [[ProDon:Dupliquer un document maître|Dupliquer un document maître]]<br>  
+
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]<br>  
| <br>
+
| Procedure to create a new master document based on a '''''ProDon''''' master document.<br>
 
|-
 
|-
| width="400" | [[ProDon:Intégrer un document Word dans la base de données|Intégrer un document '''''Word''''' dans la base de données]]<br>  
+
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]<br>  
| <br>
+
| Procedure to integrate an existing '''''Word''''' document as master document in the database.<br>
 
|-
 
|-
| width="400" | [[ProDon:Publipostage|Publipostage]]<br>  
+
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]<br>  
| <br>
+
| Procedure for the use of the mass mailing functions.<br>
 
|-
 
|-
| width="400" | [[ProDon:Historique d'envois|Historique d'envois]]<br>  
+
| width="400" | [[ProDon:Mailing History|Mailing History]]<br>  
| <br>
+
| Procedure for the configuration, the creation and the use of mailings.<br>
 
|-
 
|-
| width="400" | [[ProDon:Étiquettes ou enveloppes Word 97-2000|Étiquettes ou enveloppes '''''Word''''' 97-2003]]<br>  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]<br>  
| <br>
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.<br>
 
|-
 
|-
| width="400" | [[ProDon:Étiquettes ou enveloppes Word 2002-2003|Étiquettes ou enveloppes '''''Word''''' 2002-2003]]<br>  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]<br>  
| <br>
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.<br>
 
|-
 
|-
| width="400" | [[ProDon:Étiquettes ou enveloppes Word 2007|Étiquettes ou enveloppes '''''Word''''' 2007]]<br>  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]<br>  
| <br>
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br>
|-
 
| width="400" | [[ProDon:Étiquettes ou enveloppes Word 2010|Étiquettes ou enveloppes '''''Word''''' 2010]]<br>
 
| <br>
 
 
|}
 
|}
  
<br>  
+
<br>
  
 
== Modules complémentaires  ==
 
== Modules complémentaires  ==

Revision as of 12:32, 3 March 2016

Template:Header ProDon TOC


Voici la table des matières des documents d'aide de ProDon.

Pour trouver un document d'aide, consulter la liste ou effectuer une recherche a l'aide de l'outil de recherche disponible dans le menu de gauche.


General

Lexicon
Summary list of the main terms of the software.
Web Update Procedure to update your application.
Performing Data Backup Procedure to perform a data backup.
Restoring Data Procedure to perform a data restore.


General Configuration

Preferences
Explanations on the user and the system preferences of ProDon.
Default Values
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
Dynamic Drop-down Lists
Procedure to use dynamic drop-down lists.
Period Management
Procedure to create, manage and use periods.
Region Management
Procedure to create, manage and use regions.
Summary Management
Procedure to create summaries that are used in master documents and custom reports.


Transaction structure configuration

Campaign Management
Explanations on how to create and manage campaigns.
Origin Code Management
Procedure to create origin codes.
Chart of Account Management
Procedure to create General Ledger accounts.
Donation Occasion Management
Explanations for creating and managing donation occasions. Revenues and expenditures.
In Memoriam Gifts
Procedure for the configuration, the entry and the follow-up of In Memoriam gifts.
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 data base

Categories vs Customized Fields vs Characteristics
Comparison and use of the 3 customization methods.
Categories
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.


Traitement des transactions et boucle de dépôt

Transaction treatment procedure Comming soon
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

Procédure d'ajout d'un client Coming soon
Client Management
Explanations on the elements present in the client management and in the client file.
Fiche client Coming soon
Manipulation des onglets de la fiche client Coming soon
Contacts and Links Coming soon
Searching and Eliminating Duplicates
Procedure to search and eliminate duplicates.
Merging and Deleting a Client
Procedure to eliminate a known duplicate.


Multi-gestions / Extraction d'information

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 "Analysis and history".
Task and History Management Procedure to manage tasks and history, as well as reminders.


Publipostage et documents maîtres

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.


Modules complémentaires

Intégration comptable

Bénéficiaire
Transactions électroniques

Facturation

Multiorganisme


Module multiutilisateur

Création d'un nouvel utilisateur

Création d'un groupe d'utilisateurs

Visibilité dans les vues, filtres, tâches, etc.
Vues, filtres, rapports personnalisés, tâches, modèles de texte, alertes, caractéristiques et listes de vérifications
Copier les vues et les préférences d'un utilisateur à un autre

Changer le mot de passe d'un utilisateur


Modules d'importations

Importation de clients/relations

Importation d'adresses
Importation de moyens de communication
Importation de transactions

Importation de reçus
Importation d'engagements
Importation de tâches


Module d'engagements

Prospections

Engagements
Procédure de génération des transactions d'engagements

Engagement automatique

Engagement par objectif


Module de dons en ligne

Configuration de la page d'accueil et du site Web

Création d'un formulaire Web

Configuration des personnalisations d'un formulaire Web

Configuration des libellés

Importation des dons

Consultation des dons

Adresse URL des formulaires Web

Paramètres GET et POST des formulaires Web

Intégration aux formulaires de dons en ligne


Module PubliCourriel

Préparation du document maître

Préparation de la liste de distribution

Envoi du PubliCourriel

Consultation des statistiques d'envoi


Documents techniques

FAQ - Norme PCI

Retirer la source de données d'un document maître

Sauvegarde de données automatisée par une tâche planifiée

VPN et performance


Plans de formation

Module PubliCourriel

Module Dons en ligne

WebActive - Barre de recherche et filtres

WebActive - Boucle de dépôt

WebActive - Dons in memoriam

WebActive - Listes personnalisées

WebActive - Personnalisation de la bse de données

WebActive - Publipostage et historique d'envoi

WebActive - Rapports personnalisés


Template:BasPage ProDon