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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Master Document Management|Master Document Management]]<br> |
− | | <br> | + | | Procedure to create master documents integrated to '''''ProDon'''''.<br> |
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− | | width="400" | [[ProDon: | + | | 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> |
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− | | width="400" | [[ProDon: | + | | 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> |
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Mass Mailing|Mass Mailing]]<br> |
− | | <br> | + | | Procedure for the use of the mass mailing functions.<br> |
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Mailing History|Mailing History]]<br> |
− | | <br> | + | | Procedure for the configuration, the creation and the use of mailings.<br> |
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− | | width="400" | [[ProDon: | + | | 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> |
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− | | width="400" | [[ProDon: | + | | 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> |
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− | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]<br> |
− | | | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br> |
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− | <br> | + | <br> |
== Modules complémentaires == | == Modules complémentaires == |
Revision as of 12:32, 3 March 2016
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.
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the data base
- 6 Traitement des transactions et boucle de dépôt
- 7 Clients
- 8 Multi-gestions / Extraction d'information
- 9 Publipostage et documents maîtres
- 10 Modules complémentaires
- 11 Module multiutilisateur
- 12 Modules d'importations
- 13 Module d'engagements
- 14 Module de dons en ligne
- 15 Module PubliCourriel
- 16 Documents techniques
- 17 Plans de formation
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 |
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Engagement par objectif | |
Module 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