Difference between revisions of "ProDon:Table of Contents"
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| − | + | Voici la table des matières des documents d'aide de '''''ProDon'''''. | |
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| − | + | 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. | |
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| − | + | <br> | |
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| − | + | == General == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | [[ProDon:Lexicon|Lexicon]] <br> |
| − | + | | Summary list of the main terms of the software.<br> | |
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| − | | width=" | + | | width="400" | [[Common functions:Web Update|Web Update]] |
| − | | | + | | Procedure to update your application. |
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| − | | | + | | width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]] |
| − | [[ | + | | Procedure to perform a data backup. |
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| − | | | + | | width="400" | [[Common functions:Restoring Data|Restoring Data]] |
| − | [[Common functions: | + | | Procedure to perform a data restore. |
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| − | + | <br> | |
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| − | + | == General Configuration == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | [[ | + | | width="400" | [[ProDon:Preferences|Preferences]]<br> |
| − | | | + | | Explanations on the user and the system preferences of '''''ProDon'''''.<br> |
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| − | | | + | | width="400" | [[ProDon:Default Values|Default Values]]<br> |
| − | [[ | + | | Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.<br> |
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| − | | | + | | width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]<br> |
| − | + | | Procedure to use dynamic drop-down lists.<br> | |
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| − | | width=" | + | | width="400" | [[ProDon:Period Management|Period Management]]<br> |
| − | | | + | | Procedure to create, manage and use periods.<br> |
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| − | | | + | | width="400" | [[ProDon:Region Management|Region Management]]<br> |
| − | [[ProDon: | + | | Procedure to create, manage and use regions. <br> |
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| − | Procedure | ||
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| − | | | + | | width="400" | [[ProDon:Summary Management|Summary Management]]<br> |
| − | [[ProDon: | + | | Procedure to create summaries that are used in master documents and custom reports.<br> |
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| − | + | == Transaction structure configuration == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | [[ProDon:Campaign Management|Campaign Management]]<br> |
| − | [[ProDon: | + | | Explanations on how to create and manage campaigns.<br> |
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| − | | | + | | width="400" | [[ProDon:Origin Code Management|Origin Code Management]]<br> |
| − | [[ProDon: | + | | Procedure to create origin codes.<br> |
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| − | Procedure | ||
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| − | | | + | | width="400" | [[ProDon:Chart of Account Management|Chart of Account Management]]<br> |
| − | + | | Procedure to create General Ledger accounts.<br> | |
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| − | | width=" | + | | width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]<br> |
| − | | | + | | Explanations for creating and managing donation occasions. Revenues and expenditures. <br> |
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| − | | | + | | width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]<br> |
| − | [[ProDon: | + | | Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts. <br> |
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| − | Procedure | ||
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| − | | | + | | width="400" | [[ProDon:Participant Management|Participant Management]]<br> |
| − | [[ProDon: | + | | Procedure to configure and use the notion of participant. <br> |
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| − | | | + | | width="400" | [[ProDon:Item Management|Item Management]]<br> |
| − | [[ProDon: | + | | Coming soon<br> |
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| − | | | + | | width="400" | [[ProDon:Payment Method Management|Payment Method Management]]<br> |
| − | [[ProDon: | + | | Procedure to create payment methods. <br> |
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| − | + | == Receipts configuration == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] |
| − | [[ProDon: | + | | Explanations on the settings relating to receipts. <br> |
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| − | | | + | | width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] |
| − | [[ProDon: | + | | Procedure to configure a standard type receipt. <br> |
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| − | | | + | | width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] |
| − | [[ProDon: | + | | Procedure to configure a '''''Word''''' type receipt. <br> |
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| − | | | + | | width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] |
| − | [[ | + | | Procedure to configure a thank-you letter integrated to a receipt. <br> |
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| − | Procedure to | ||
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| − | | | + | | width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] |
| − | [[ProDon: | + | | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". <br> |
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| − | + | == Customization of the data base == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]<br> |
| − | [[ProDon: | + | | Comparison and use of the 3 customization methods.<br> |
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| − | | | + | | width="400" | Categories<br> |
| − | + | | Procedure to create and use categorie.<br> | |
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| − | | | + | | width="400" | [[ProDon:Characteristic Management|Characteristic Management]]<br> |
| − | + | | Procedure to create, manage and use characteristics.<br> | |
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| − | | width=" | + | | width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]<br> |
| − | | | + | | Procedure to create and use customized fileds.<br> |
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| − | + | == Traitement des transactions et boucle de dépôt == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]<br> |
| − | [[ProDon: | + | | Simplified transaction processing<br> |
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| − | | | + | | width="400" | Transactions management<br> |
| − | + | | Comming soon | |
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| − | | | + | | width="400" | [[ProDon:Transaction Logging|Transaction Logging]] |
| − | [[ProDon: | + | | Procedure that explains how to enter different types of transactions.<br> |
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| − | | | + | | width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]<br> |
| − | [[ProDon: | + | | Coming soon<br> |
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| − | | | + | | width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] |
| − | [[ProDon: | + | | Procedure explaining the entry of expenditure transactions. <br> |
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| − | | | + | | width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]] |
| − | [[ProDon: | + | | Procedure to credit a transaction.<br> |
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| − | | | + | | width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]] |
| − | + | | Procedure to enter the number of hours worked (e.g. volunteer work). <br> | |
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| − | | width=" | + | | width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]] |
| − | | | + | | Procedure that explains how to validate and transfer a transaction batch.<br> |
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| − | | | + | | width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]] |
| − | [[ProDon: | + | | Procedure for the issuance of receipts following transactions entry. <br> |
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| − | | | + | | width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] |
| − | [[ProDon: | + | | Procedure for the issuance of documents following the entry of transactions.<br> |
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| − | | | + | | width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] |
| − | + | | Procedure to cancel a transaction and to understand the impact on the reports.<br> | |
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| − | | | + | | width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] |
| − | + | | Procedure to cancel, reissue or reprint receipts.<br> | |
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| − | | width=" | + | | width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] |
| − | | | + | | Procedure to view the list of issued and/or cancelled receipts.<br> |
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| − | + | == Clients == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
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| − | | | + | | width="400" | Procédure d'ajout d'un client |
| − | + | | Coming soon | |
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| − | | | + | | width="400" | [[ProDon:Client Management|Client Management]]<br> |
| − | [[ProDon: | + | | Explanations on the elements present in the client management and in the client file. |
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| − | | | + | | width="400" | Fiche client |
| − | + | | Coming soon | |
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| − | | | + | | width="400" | Manipulation des onglets de la fiche client |
| − | + | | Coming soon | |
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| − | | | + | | width="400" | [[ProDon:Contacts and Links|Contacts and Links]] |
| − | [[ProDon: | + | | Coming soon<br> |
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| − | | Coming soon | ||
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| − | | | + | | width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]<br> |
| − | [[ProDon: | + | | Procedure to search and eliminate duplicates.<br> |
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| − | | | + | | width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]<br> |
| − | [[ProDon: | + | | Procedure to eliminate a known duplicate.<br> |
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| − | + | == Multi-gestions / Extraction d'information == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[Common functions:View Management|View Management]]<br> |
| − | [[ | + | | Procedure to configure views in the different managements.<br> |
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| − | Procedure to | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] |
| − | + | | Explanations on the use of these fields.<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | [[Common functions:Search Bar|Search Bar]]<br> |
| − | | | + | | Explanations on the search bar.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]<br> |
| − | [[ | + | | Explanations on the "Filter Data" tool.<br> |
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| − | Explanations on the | ||
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| − | | | + | | width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] |
| − | [[Common functions: | + | | Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Customized Lists|Customized Lists]] |
| − | [[ | + | | Explanations on how to create and use customized lists.<br> |
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| − | Explanations on | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Custom Reports|Custom Reports]] |
| − | [[ProDon: | + | | Procedure to configure and use custom reports.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Analysis Summary|Analysis Summary]] |
| − | + | | Explanations concerning the use of summaries in "Analysis and history". <br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] |
| − | | | + | | Procedure to manage tasks and history, as well as reminders.<br> |
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|} | |} | ||
| − | + | <br> | |
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| − | + | == Publipostage et documents maîtres == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Master Document Management|Master Document Management]]<br> |
| − | [[ProDon: | + | | Procedure to create master documents integrated to '''''ProDon'''''.<br> |
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| − | Procedure to create | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]<br> |
| − | [[ProDon: | + | | Procedure to create a new master document based on a '''''ProDon''''' master document.<br> |
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| − | Procedure to | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]<br> |
| − | [[ProDon: | + | | Procedure to integrate an existing '''''Word''''' document as master document in the database.<br> |
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| − | Procedure | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Mass Mailing|Mass Mailing]]<br> |
| − | [[ProDon:Mailing | + | | Procedure for the use of the mass mailing functions.<br> |
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| − | Procedure for | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Mailing History|Mailing History]]<br> |
| − | [[ProDon: | + | | Procedure for the configuration, the creation and the use of mailings.<br> |
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| − | Procedure | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]<br> |
| − | [[ProDon:Labels or Envelopes Word | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.<br> |
| − | |||
| − | | | ||
| − | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]<br> |
| − | [[ProDon:Labels or Envelopes Word | + | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.<br> |
| − | |||
| − | | | ||
| − | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from | ||
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|- | |- | ||
| − | | width=" | + | | 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> | |
| − | |||
| − | |||
| − | + | == Modules complémentaires == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
| + | |- | ||
| + | | width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]<br> | ||
| + | | Configuration and use of importation modules to import data from '''''CSV''''' files.<br> | ||
|- | |- | ||
| − | | [[ProDon: | + | | width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]] |
| − | + | | Coming soon<br> | |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]<br> |
| − | [[ | + | | Procedure to enter and process electronic transactions.<br> |
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| − | Procedure to | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Invoicing Module|Invoicing Module]]<br> |
| − | + | | Coming soon<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]] |
| − | | | + | | Coming soon<br> |
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|} | |} | ||
| − | + | <br> | |
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| − | + | == Module multiutilisateur == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:User Management|Creating a new user]]<br> |
| − | [[ProDon: | + | | Coming soon<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:User Management|Creating a new users group]]<br> |
| − | + | | Coming soon<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | Visibilité dans les vues, filtres, tâches, etc.<br> |
| − | + | | Coming soon<br> | |
| − | |||
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| − | | | ||
| − | |||
|- | |- | ||
| − | | | + | | width="400" | Copier les vues et les préférences d'un utilisateur à un autre<br> |
| − | + | | Coming soon<br> | |
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| − | | <br> | ||
|- | |- | ||
| − | | | + | | width="400" | Changer le mot de passe d'un utilisateur<br> |
| − | + | | Coming soon<br> | |
| + | |} | ||
| − | + | <br> | |
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| − | + | == Modules d'importations == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Importation Modules|Client import and update module]]<br> |
| − | [[ProDon: | + | | Configuration and use of importation modules to import clients from '''''CSV''''' files.<br> |
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|- | |- | ||
| − | | | + | | width="400" | Address import |
| − | + | | Coming soon<br> | |
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| − | Coming soon | ||
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|- | |- | ||
| − | | | + | | width="400" | Means of communication import |
| − | + | | Coming soon<br> | |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Importation Modules|Transaction import]]<br> |
| − | [[ProDon: | + | | Configuration and use of importation modules to import transactions from '''''CSV''''' files.<br> |
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|- | |- | ||
| − | | | + | | width="400" | Receipts import |
| − | + | | Coming soon<br> | |
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| − | Coming soon | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Importation Modules|Commitment import]] |
| − | + | | Configuration and use of importation modules to import commitments from '''''CSV''''' files.<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | Tasks import<br> |
| − | | | + | | Coming soon<br> |
| − | |||
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|} | |} | ||
| − | + | <br> | |
| − | |||
| − | |||
| − | + | == Module d'engagements == | |
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| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Prospecting and Commitments Module|Prospections]]<br> |
| − | [[ProDon: | + | | Coming soon<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Prospecting and Commitments Module|Engagements]] |
| − | [[ProDon: | + | | Coming soon<br> |
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|- | |- | ||
| − | | | + | | width="400" | Procédure de génération des transactions d'engagements<br> |
| − | + | | Coming soon<br> | |
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|- | |- | ||
| − | | | + | | width="400" | Engagement automatique<br> |
| − | + | | Coming soon<br> | |
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| − | | | + | | width="400" | Engagement par objectif |
| − | + | | Coming soon<br> | |
| + | |} | ||
| − | + | <br> | |
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| − | + | == Module de dons en ligne == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br> |
| − | [[ProDon: | + | | Explanations on how to configure the IMakeAnOnlineDonation home page and website.<br> |
| − | |||
| − | | | ||
| − | Explanations on how to | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]<br> |
| − | [[ProDon:Web Form | + | | Explanations on how to create a Web form. <br> |
| − | |||
| − | | | ||
| − | Explanations on | ||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br> |
| − | [[ProDon: | + | | Explanations on how to configure the customizations of a Web form.<br> |
| − | |||
| − | | | ||
| − | Explanations on the | ||
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| − | | | + | | width="400" | [[ProDon:Label Configuration|Label Configuration]]<br> |
| − | + | | Explanations on how to configure the labels of a Web form.<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | [[ProDon:Importing Donations|Importing Donations]]<br> |
| − | + | | Explanations on how to import donations online.<br> | |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Viewing Donations|Viewing Donations]]<br> |
| − | [[ProDon: | + | | Explanations on how to view imported online donations.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]<br> |
| − | [[ProDon: | + | | Explanations on how to find the hyperlink of a Web form.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]<br> |
| − | [[ProDon: | + | | Explanations on the possible fields and values of the Web forms.<br> |
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]<br> |
| − | [[ProDon: | + | | Explanations on the integration with Online Donation Forms<br> |
| + | |} | ||
| − | + | <br> | |
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| − | + | == Module PubliCourriel == | |
| − | |||
| + | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]<br> |
| − | + | | Procedure to add and modify an E-mail Blast master document.<br> | |
|- | |- | ||
| − | | width=" | + | | width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]<br> |
| − | | | + | | Procedure to prepare a distribution list.<br> |
| − | |||
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|- | |- | ||
| − | | | + | | width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]<br> |
| − | [[ProDon: | + | | Procedure to configure the mailing of an E-mail Blast.<br> |
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| + | | width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]<br> | ||
| + | | Frequently asked questions concerning the PCI Standards.<br> | ||
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| + | | width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]<br> | ||
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| − | | | + | | width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]<br> |
| − | + | | Training plan E-mail Blast module.<br> | |
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Revision as of 15:44, 25 May 2016
| Table of Contents |
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
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 Processing |
Simplified transaction processing |
| 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
| Accounting Integration Module |
Configuration and use of importation modules to import data from CSV files. |
| Beneficiaries Module | Coming soon |
| Electronic Transaction Module |
Procedure to enter and process electronic transactions. |
| Invoicing Module |
Coming soon |
| Multi-organization Module | Coming soon |
Module multiutilisateur
| Creating a new user |
Coming soon |
| Creating a new users group |
Coming soon |
| Visibilité dans les vues, filtres, tâches, etc. |
Coming soon |
| Copier les vues et les préférences d'un utilisateur à un autre |
Coming soon |
| Changer le mot de passe d'un utilisateur |
Coming soon |
Modules d'importations
| Client import and update module |
Configuration and use of importation modules to import clients from CSV files. |
| Address import | Coming soon |
| Means of communication import | Coming soon |
| Transaction import |
Configuration and use of importation modules to import transactions from CSV files. |
| Receipts import | Coming soon |
| Commitment import | Configuration and use of importation modules to import commitments from CSV files. |
| Tasks import |
Coming soon |
Module d'engagements
| Prospections |
Coming soon |
| Engagements | Coming soon |
| Procédure de génération des transactions d'engagements |
Coming soon |
| Engagement automatique |
Coming soon |
| Engagement par objectif | Coming soon |
Module de dons en ligne
| Home Page and Website Configuration |
Explanations on how to configure the IMakeAnOnlineDonation home page and website. |
| Creating a Web Form |
Explanations on how to create a Web form. |
| Web Form Customization Configuration |
Explanations on how to configure the customizations of a Web form. |
| Label Configuration |
Explanations on how to configure the labels of a Web form. |
| Importing Donations |
Explanations on how to import donations online. |
| Viewing Donations |
Explanations on how to view imported online donations. |
| URL Address of the Form |
Explanations on how to find the hyperlink of a Web form. |
| Web Form Parameters (Online Donation Module) |
Explanations on the possible fields and values of the Web forms. |
| Integration with Online Donation Forms |
Explanations on the integration with Online Donation Forms |
Module PubliCourriel
| Preparing the Master Document |
Procedure to add and modify an E-mail Blast master document. |
| Preparing the Distribution List |
Procedure to prepare a distribution list. |
| Sending the E-mail Blast |
Procedure to configure the mailing of an E-mail Blast. |
| Viewing Mailing Statistics |
Procedure to view the mailing statistics of an E-mail Blast. |
Documents techniques
| FAQ - PCI Standards |
Frequently asked questions concerning the PCI Standards. |
| Removing the Data Source from a Master Document |
Coming soon |
| Automated Data Saving through a Planned Task |
Coming soon |
| VPN and Performance |
Coming soon |
Plans de formation
| E-mail Blast Module |
Training plan E-mail Blast module. |
| Online Donation Module |
Training plan Online donation module. |
Document name: ProDon:Table of Contents
