Difference between revisions of "ProDon:Table of Contents"

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(→‎General Configuration)
(→‎Transaction structure configuration)
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|-
 
|-
 
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
 
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
−
| Explanations on how to create and manage campaigns.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]  
 
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]  
−
| Procedure to create origin codes.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]  
 
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]  
−
| Procedure to create General Ledger accounts.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]  
 
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]  
−
| Explanations for creating and managing donation occasions. Revenues and expenditures.
 
 
|-
 
|-
 
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
 
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Participant Management|Participant Management]]  
 
| width="400" | [[ProDon:Participant Management|Participant Management]]  
−
| Procedure to configure and use the notion of participant.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Item Management|Item Management]]  
 
| width="400" | [[ProDon:Item Management|Item Management]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
 
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
−
| Procedure to create payment methods.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
 
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
−
| Explanations on the settings relating to receipts.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
 
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
−
| Procedure to configure a standard type receipt.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
| Procedure to configure a '''''Word''''' type receipt.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
| 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.
 
 
|-
 
|-
 
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
 
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
| Comparison and use of the 3 customization methods.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]   
 
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]   
−
| Procedure to create and use categorie.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]  
 
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]  
−
| Procedure to create, manage and use characteristics.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
 
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
−
| Procedure to create and use customized fileds.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
 
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
−
| Simplified transaction processing
 
 
|-
 
|-
 
| width="400" | Transactions management  
 
| width="400" | Transactions management  
−
| Comming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
 
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
−
| Procedure that explains how to enter different types of transactions.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
 
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
| Procedure explaining the entry of expenditure transactions.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
 
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
| Procedure to credit a transaction.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
 
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| Procedure to enter the number of hours worked (e.g. volunteer work).
 
 
|-
 
|-
 
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
 
| 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.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
 
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
| Procedure for the issuance of receipts following transactions entry.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
 
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
| Procedure for the issuance of documents following the entry of transactions.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
 
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| Procedure to cancel a transaction and to understand the impact on the reports.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
 
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
| Procedure to cancel, reissue or reprint receipts.
 
 
|-
 
|-
 
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
| 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.
 
  
 
|}
 
|}
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|-
 
|-
 
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
 
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
−
| Procedure to add a client
 
 
|-
 
|-
 
| width="400" | [[ProDon:Client Management|Client Management]]  
 
| width="400" | [[ProDon:Client Management|Client Management]]  
−
| Explanations on the elements present in the client management and in the client file.
 
 
|-
 
|-
 
| width="400" |[[ProDon:Client File|Client file]]
 
| width="400" |[[ProDon:Client File|Client file]]
−
| Document describing the tabs of the customer record.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
| Document describing the client file tabs.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Relations|Relations]]  
 
| width="400" | [[ProDon:Relations|Relations]]  
−
| Procedure explaining the relation concept and the relation management.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
 
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
| Procedure to search and eliminate duplicates.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
| Procedure to eliminate a known duplicate.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
 
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
−
| Procedure for issuing couple receipts.
 
 
|-
 
|-
 
| width="400" | Mailing to a couple  
 
| width="400" | Mailing to a couple  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
 
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
−
|Coming soon
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[Common functions:View Management|View Management]]  
 
| width="400" | [[Common functions:View Management|View Management]]  
−
| Procedure to configure views in the different managements.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| Explanations on the use of these fields.
 
 
|-
 
|-
 
| width="400" | [[Common functions:Search Bar|Search Bar]]  
 
| width="400" | [[Common functions:Search Bar|Search Bar]]  
−
| Explanations on the search bar.
 
 
|-
 
|-
 
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
| Explanations on the "Filter Data" tool.
 
 
|-
 
|-
 
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
 
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
 
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
−
| Explanations on how to create and use customized lists.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
 
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
−
| Procedure to configure and use custom reports.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
 
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
−
| Explanations concerning the use of summaries in the histories
 
 
|-
 
|-
 
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
 
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
−
|Explanations concerning the use of analysis grid in the histories.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]  
 
| 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.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
 
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
−
| Procedure to create master documents integrated to '''''ProDon'''''.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
 
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
−
| Procedure to create a new master document based on a '''''ProDon''''' master document.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
 
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
 
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
−
| Procedure for the use of the mass mailing functions.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Mailing History|Mailing History]]  
 
| width="400" | [[ProDon:Mailing History|Mailing History]]  
−
| Procedure for the configuration, the creation and the use of mailings.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
 
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
 
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
| Procedure for the configuration and the entry of beneficiary type transaction.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
 
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
 
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
−
| Coming soon
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:User Management|Creating a new user]]  
 
| width="400" | [[ProDon:User Management|Creating a new user]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:User Management|Creating a new user group]]  
 
| width="400" | [[ProDon:User Management|Creating a new user group]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
 
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
| Procedure explaining the visibility and accessibility options.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
| Procedure explaining how to copy user preferences to another user.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Change_user_password|Change a user password]]
 
| width="400" | [[ProDon:Change_user_password|Change a user password]]
−
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
 
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
−
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
 
 
|-
 
|-
 
| width="400" | Address import  
 
| width="400" | Address import  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | Means of communication import  
 
| width="400" | Means of communication import  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
 
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
−
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
 
 
|-
 
|-
 
| width="400" | Receipts import  
 
| width="400" | Receipts import  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
 
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
−
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
 
 
|-
 
|-
 
| width="400" | Tasks import  
 
| width="400" | Tasks import  
−
| Coming soon
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
 
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
−
| Procedure to enter the information of your prospects
 
 
|-
 
|-
 
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
 
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
| Procedure to manage commitments and explanation of each type of commitments.
 
 
|-
 
|-
 
| width="400" | Procedure to generate commitment transactions   
 
| width="400" | Procedure to generate commitment transactions   
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
 
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
| Procedure to guide you with entering commitment by objective.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
 
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
| Procedure to guide you with entering automatic commitments.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
 
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
| Procedure to guide you with automatic type Commitment transactions
 
 
|-
 
|-
 
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
 
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
 
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
 
 
|-
 
|-
 
| width="400" | Commitment by objective  
 
| width="400" | Commitment by objective  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
 
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
| Procedure for generating reports with commitments.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
 
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
| Procedure for linking transactions to commitment.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
 
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
−
| Procedure to help you edit the commitment payment information.
 
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
 
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
| Procedure to enter and process electronic transactions.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
 
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
−
| Procedure to help with the processing of bank rejects.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
 
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
 
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| Explanations on how to create a Web form.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
 
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| Explanations on how to configure the customizations of a Web form.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
 
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
| Explanations on how to configure the labels of a Web form.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
 
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
−
| Explanations on how to import donations online.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
 
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
−
| Explanations on how to view imported online donations.
 
 
|-
 
|-
 
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
 
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
| Explanations on how to find the hyperlink of a Web form.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
 
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
| Explanations on the possible fields and values of the Web forms.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
 
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| Explanations on the integration with Online Donation Forms.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Back office|Back office]]  
 
| width="400" | [[ProDon:Back office|Back office]]  
−
| Explanation to help the user to understand the Back office.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
 
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| Procedure to add and modify an E-mail Blast master document.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
 
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
| Procedure to prepare a distribution list.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
 
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| Procedure to configure the mailing of an E-mail Blast.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
| Procedure to view the mailing statistics of an E-mail Blast.
 
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
 
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
| Procedure to configure the eReceipt options in client files and transaction.
 
 
|-
 
|-
 
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
 
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
−
|Procedure to configure thank-you email.
 
 
|-
 
|-
 
|Sending eReceipt
 
|Sending eReceipt
−
|Procedure to send eReceipt
 
 
|-
 
|-
 
|Assignment of the thank-you for transaction already entered
 
|Assignment of the thank-you for transaction already entered
−
|Coming soon
 
 
|-
 
|-
 
|}
 
|}
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{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
|Hardware and software requirements for Logilys applications.
 
 
|-
 
|-
 
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
|Procedure for sending domain authentication.
 
 
|-
 
|-
 
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]  
 
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]  
−
| Frequently asked questions concerning the PCI Standards.
 
 
|-
 
|-
 
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
 
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
 
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
−
| Coming soon
 
 
|-
 
|-
 
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]  
 
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]  
−
| Coming soon
 
 
|-
 
|-
 
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
 
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
|Training plan on the basis of ProDon.
 
 
|-
 
|-
 
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
 
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
−
| Training plan E-mail Blast module.
 
 
|-
 
|-
 
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
 
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| Training plan Online donation module.
 
 
|}
 
|}
  
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|-
 
|-
 
|Report Occasion results - Annual campaign
 
|Report Occasion results - Annual campaign
−
|Coming soon.  Example of a report of a donation occasion results.
 
 
|-
 
|-
 
|Report Occasion results - Fundraising cocktail party
 
|Report Occasion results - Fundraising cocktail party
−
|Coming soon.  Example of a report of a donation occasion results.
 
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
−
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
 
 
|-
 
|-
 
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
 
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
|Confidentiality policy of our websites.
 
 
|-
 
|-
 
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
 
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
|Logilys community regulations.
 
 
|-
 
|-
 
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
 
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
|Commitment policy of confidentiality regarding your data.
 
 
|-
 
|-
 
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
 
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
−
|Logilys Sofware Licence Agreement ("SLA")
 
 
|}
 
|}
  
 
<br>  
 
<br>  
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Revision as of 13:42, 29 May 2024

Table of Contents

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu.

General

Lexicon

Web Update

Performing Data Backup

Restoring Data



General Configuration

Preferences

Default Values

Dynamic Drop-down Lists

Period Management

Region Management

Summary Management

Transaction structure configuration

Campaign Management
Origin Code Management
Accounting System Links Management
Donation Occasion Management
In Memoriam Donations
Participant Management
Item Management
Payment Method Management


Receipts configuration

General Configuration of the Receipt
Configuration of a Standard Type Receipt
Configuration of a Word Type Receipt
Configuration of a Thank-you Letter Integrated
'To be calculated' Status to 'To be issued'


Customization of the database

Categories vs Customized Fields vs Characteristics
Categorie_Management
Characteristic Management
Customized Field Configuration


Transaction processing and Deposit loop

Transaction Processing
Transactions management
Transaction Logging
Different Clients of a Transaction
Expenditure Transaction Logging
Negative Transaction Entry
Entry of Volunteer Hours
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling a Transaction
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts


Clients

Procedure to add a client
Client Management
Client file
Manipulation of client file tabs
Relations
Searching and Eliminating Duplicates
Merging and Deleting a Client


Couple management

Issuance of couple receipt
Mailing to a couple
Couple greeting

Multi-management / Information extraction

View Management
Client and Individual vs Other Fields
Search Bar
Filter Data (Queries)
Exporting and Merging Data
Customized Lists
Custom Reports
Analysis Summary
Analysis Grid
Task and History Management


Mass mailing and master documents

Master Document Management
Duplicating a Master Document
Integrating a Word Document in the Database
Mass Mailing
Mailing History
Labels or Envelopes Word 2002-2003
Labels or Envelopes Word 2007
Labels or Envelopes Word 2010


Available modules

Accounting Integration Module
Beneficiaries Module
Invoicing Module
Multi-organization Module


Multiuser module

Creating a new user
Creating a new user group
Visibility in views, filters, tasks, etc.
Copy user preferences to another user
Change a user password


Imports module

Client import and update module
Address import
Means of communication import
Transaction import
Receipts import
Commitment import
Tasks import


Commitments module

Prospecting
Commitment Management (Objective vs Automatic)
Procedure to generate commitment transactions
Entering a commitment by objective
Entering an automatic commitment
Automatic Commitment Transactions
Mass Mailing, follow-ups and reminders for commitments by objective
Mass Mailing, follow-ups and reminders for automatic commitments
Commitment by objective
Generate Commitment Reports
Link one or more transactions to a commitment
Edit Commitment Payment Information


Electronic Transaction Module

Electronic Transaction Module
Process Bank Rejections

Online donation module

Home Page and Website Configuration
Creating a Web Form
Web Form Customization Configuration
Label Configuration
Importing Donations
Viewing Donations
URL Address of the Form
Web Form Parameters (Online Donation Module)
Integration with Online Donation Forms
Back office


E-mail blast module

Preparing the Master Document
Preparing the Distribution List
Sending the E-mail Blast
Viewing Mailing Statistics


eReceipt Module

eReceipt options
Thank-you email configuration
Sending eReceipt
Assignment of the thank-you for transaction already entered


Update descriptions

Prodon 5.0.17
Prodon 5.0.16
Prodon 5.0.15
Prodon 5.0.14
Prodon 5.0.13
Prodon 5.0.12
Prodon 5.0.11
Prodon 5.0.10
Prodon 5.0.9
Prodon 5.0.8
Prodon 5.0.7
Prodon 5.0.6
Prodon 5.0.5
ProDon 5.0.4
ProDon 5.0.3
ProDon 5.0.2

Documents

Technical documents

Hardware and software requirements
Sending domain authentifications
FAQ - PCI Standards
Removing the Data Source from a Master Document
Automated Data Saving through a Planned Task
VPN and Performance
Office 365 for our LogiCloud hosting service

Training plans

Introduction to ProDon
E-mail Blast Module
Online Donation Module

Training Documents(PDF)

Report Occasion results - Annual campaign
Report Occasion results - Fundraising cocktail party

Policies

Terms of use
IMakeAnOnlineDonation Confidentiality policy
Community regulations
Logilys Confidentiality policy
Software Licence Agreement


Document name: ProDon:Table of Contents


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