Difference between revisions of "ProDon:Table of Contents"
(→Clients) |
|||
| Line 131: | Line 131: | ||
| − | + | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]] | |
| − | + | ||
| − | |||
| − | |||
== Multi-management / Information extraction == | == Multi-management / Information extraction == | ||
| − | + | ||
| − | + | [[Common functions:View Management|View Management]] | |
| − | + | ||
| − | + | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] | |
| − | + | ||
| − | + | [[Common functions:Search Bar|Search Bar]] | |
| − | + | ||
| − | + | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]] | |
| − | + | ||
| − | + | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] | |
| − | + | ||
| − | + | [[ProDon:Customized Lists|Customized Lists]] | |
| − | + | ||
| − | + | [[ProDon:Custom Reports|Custom Reports]] | |
| − | + | ||
| − | + | [[ProDon:Analysis Summary|Analysis Summary]] | |
| − | + | ||
| − | |||
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid] | |[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid] | ||
| − | + | ||
| − | + | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] | |
| − | + | ||
<br> | <br> | ||
Revision as of 14:02, 29 May 2024
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
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
General Configuration
Transaction structure configuration
Accounting System Links 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
Customized Field Configuration
Transaction processing and Deposit loop
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Clients
Manipulation of client file tabs
Searching and Eliminating Duplicates
Couple management
Multi-management / Information extraction
Client and Individual vs Other Fields
Mass mailing and master documents
Available modules
| Accounting Integration Module |
| Beneficiaries 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 |
| Transaction import |
| Commitment import |
Commitments module
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
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 |
Update descriptions
Documents
Technical documents
| Hardware and software requirements |
| Sending domain authentifications |
| FAQ - PCI Standards |
| Office 365 for our LogiCloud hosting service |
Training plans
| Introduction to ProDon |
| E-mail Blast Module |
| Online Donation Module |
Policies
| Terms of use |
| IMakeAnOnlineDonation Confidentiality policy |
| Community regulations |
| Logilys Confidentiality policy |
| Software Licence Agreement |
Document name: ProDon:Table of Contents
