Difference between revisions of "ProDon:Table of Contents"
m (→Transaction, occasion and batch processing) |
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| Active | | Active | ||
|- | |- | ||
| − | | [[Common functions:Save data|Saving | + | | [[Common functions:Save data|Saving Data]] |
| Procedure to perform a data backup. | | Procedure to perform a data backup. | ||
| 2011/07/12 | | 2011/07/12 | ||
| Line 37: | Line 37: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[Common functions:Restore data|Restoring | + | | [[Common functions:Restore data|Restoring Data]] |
| Procedure to perform a data restore. | | Procedure to perform a data restore. | ||
| 2011/07/12 | | 2011/07/12 | ||
| Line 48: | Line 48: | ||
|- | |- | ||
| − | | [[ProDon:Characteristic management|Characteristic | + | | [[ProDon:Characteristic management|Characteristic Management]] |
| Coming soon | | Coming soon | ||
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|- | |- | ||
| − | | [[ProDon:Period management|Period | + | | [[ProDon:Period management|Period Management]] |
| Procedure to create, manage and use periods. | | Procedure to create, manage and use periods. | ||
| 2011/07/21 | | 2011/07/21 | ||
| Line 62: | Line 62: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[ProDon:Region management|Region | + | | [[ProDon:Region management|Region Management]] |
| Procedure to create, manage and use regions. | | Procedure to create, manage and use regions. | ||
| 2011/07/12 | | 2011/07/12 | ||
| Line 69: | Line 69: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[ProDon:Summary management|Summary | + | | [[ProDon:Summary management|Summary Management]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 76: | Line 76: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:User management|User | + | | [[ProDon:User management|User Management]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 83: | Line 83: | ||
| | | | ||
|- | |- | ||
| − | | [[Common functions:Drop-down dynamic lists|Drop-down | + | | [[Common functions:Drop-down dynamic lists|Drop-down Dynamic Lists]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 108: | Line 108: | ||
|- | |- | ||
| − | | [[ProDon:Client management|Client | + | | [[ProDon:Client management|Client Management]]<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 115: | Line 115: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | [[ProDon:Researching and eliminating duplicates|Researching and | + | | [[ProDon:Researching and eliminating duplicates|Researching and Eliminating Duplicates]] |
| Researching and eliminating duplicates procedure. | | Researching and eliminating duplicates procedure. | ||
| 2011/07/21 | | 2011/07/21 | ||
| Line 122: | Line 122: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[ProDon:Merging and deleting a client|Merging and | + | | [[ProDon:Merging and deleting a client|Merging and Deleting a Client]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 133: | Line 133: | ||
|- | |- | ||
| − | | [[ProDon:Donation occasion management|Donation | + | | [[ProDon:Donation occasion management|Donation Occasion Management]]<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 140: | Line 140: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | [[ProDon:Transaction logging|Transaction | + | | [[ProDon:Transaction logging|Transaction Logging]] |
| Coming soon | | Coming soon | ||
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|- | |- | ||
| − | | [[ProDon:Processing receipts to be issued|Processing | + | | [[ProDon:Processing receipts to be issued|Processing Receipts to be Issued]] |
| Coming soon | | Coming soon | ||
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|- | |- | ||
| − | | [[ProDon:Processing documents to be issued|Processing | + | | [[ProDon:Processing documents to be issued|Processing Documents to be Issued]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 161: | Line 161: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:In Memoriam gifts|''In Memoriam'' | + | | [[ProDon:In Memoriam gifts|''In Memoriam'' Gifts]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 168: | Line 168: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Participant management|Participant | + | | [[ProDon:Participant management|Participant Management]] |
| Procedure to configure and use the notion of participant. | | Procedure to configure and use the notion of participant. | ||
| 2011/07/21 | | 2011/07/21 | ||
| Line 175: | Line 175: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[ProDon:Cancelling a transaction|Cancelling a | + | | [[ProDon:Cancelling a transaction|Cancelling a Transaction]] |
| Coming soon | | Coming soon | ||
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| Line 182: | Line 182: | ||
| | | | ||
|- | |- | ||
| − | | Steps on | + | | Steps on How to Make a Deposit |
| Coming soon | | Coming soon | ||
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| Line 189: | Line 189: | ||
| | | | ||
|- | |- | ||
| − | | bgcolor="#ffff80" colspan="6" | | + | | bgcolor="#ffff80" colspan="6" | |
| − | |||
==== Search, query and information extraction ==== | ==== Search, query and information extraction ==== | ||
|- | |- | ||
| − | | [[ProDon:Client and individual vs other fields|Client and | + | | [[ProDon:Client and individual vs other fields|Client and Individual vs Other Fields]] |
| Explanations on the use of these fields.<br> | | Explanations on the use of these fields.<br> | ||
| 2011/07/12<br> | | 2011/07/12<br> | ||
| Line 201: | Line 200: | ||
| Active<br> | | Active<br> | ||
|- | |- | ||
| − | | [[Common functions:Search bar|Search | + | | [[Common functions:Search bar|Search Bar]] |
| Explanations on the search bar. | | Explanations on the search bar. | ||
| − | | 2011/07/22 | + | | 2011/07/22 |
| − | | 1 | + | | 1 |
| − | | 4.6.5.7 | + | | 4.6.5.7 |
| Active | | Active | ||
|- | |- | ||
| − | | [[Common functions:Filter information (queries)|Filter | + | | [[Common functions:Filter information (queries)|Filter Information (Queries)]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 215: | Line 214: | ||
| | | | ||
|- | |- | ||
| − | | [[Common functions:View management|View | + | | [[Common functions:View management|View Management]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 222: | Line 221: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Customized lists|Customized | + | | [[ProDon:Customized lists|Customized Lists]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 233: | Line 232: | ||
|- | |- | ||
| − | | [[ProDon:Master document management|Master | + | | [[ProDon:Master document management|Master Document Management]] |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 240: | Line 239: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | [[ProDon:Duplicate a master document|Duplicating a | + | | [[ProDon:Duplicate a master document|Duplicating a Master Document]] |
| Procedure to create a new master document based on a '''''ProDon''''' master document. | | Procedure to create a new master document based on a '''''ProDon''''' master document. | ||
| 2011/07/21 | | 2011/07/21 | ||
| Line 247: | Line 246: | ||
| Active | | Active | ||
|- | |- | ||
| − | | [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' | + | | [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' Document in the Database]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 254: | Line 253: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Mass mailing|Mass | + | | [[ProDon:Mass mailing|Mass Mailing]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 261: | Line 260: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Mailing history|Mailing | + | | [[ProDon:Mailing history|Mailing History]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 268: | Line 267: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Labels or envelopes Word 2002-2003|Labels or | + | | [[ProDon:Labels or envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 275: | Line 274: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Labels or envelopes Word 2007|Labels or | + | | [[ProDon:Labels or envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 282: | Line 281: | ||
| | | | ||
|- | |- | ||
| − | | [[ProDon:Labels or envelopes Word 2010|Labels or | + | | [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 291: | Line 290: | ||
| bgcolor="#ffff80" colspan="6" | | | bgcolor="#ffff80" colspan="6" | | ||
|- | |- | ||
| − | | [[ProDon:Default values|Default | + | | [[ProDon:Default values|Default Values]]<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 298: | Line 297: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | [[Common functions:Exporting and merging data|Exporting and | + | | [[Common functions:Exporting and merging data|Exporting and Merging Data]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 305: | Line 304: | ||
| | | | ||
|- | |- | ||
| − | | [[Common functions:Task and history management (CRM)|Task and | + | | [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 316: | Line 315: | ||
|- | |- | ||
| − | | [[ProDon:Customized reports|Customized | + | | [[ProDon:Customized reports|Customized Reports]]<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 323: | Line 322: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | [[ProDon:Analysis summary|Analysis | + | | [[ProDon:Analysis summary|Analysis Summary]] |
| Coming soon | | Coming soon | ||
| | | | ||
| Line 334: | Line 333: | ||
|- | |- | ||
| − | | [[ProDon:Importation modules|Importation | + | | [[ProDon:Importation modules|Importation Modules]] |
| Configuration and use of importation modules to import data from '''''CSV''''' files. | | Configuration and use of importation modules to import data from '''''CSV''''' files. | ||
| 2011/04/07 | | 2011/04/07 | ||
Revision as of 08:29, 22 July 2011
Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.
| Title | Description | Revision | Rev. no. | Version | Status |
|---|---|---|---|---|---|
ContentsUnclassified | |||||
| Lexicon | Coming soon | ||||
| Web Update |
Procedure to update your application. | 2011/06/14 | 1 | 4.6.5.5 | Active |
| Saving Data | Procedure to perform a data backup. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Restoring Data | Procedure to perform a data restore. | 2011/07/12 | 1 | 4.6.5.5 | Active |
Configuration | |||||
| Characteristic Management | Coming soon | ||||
| Period Management | Procedure to create, manage and use periods. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Region Management | Procedure to create, manage and use regions. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Summary Management | Coming soon | ||||
| User Management | Coming soon | ||||
| Drop-down Dynamic Lists | Coming soon | ||||
| Preferences | Coming soon | ||||
| Receipts | Coming soon | ||||
Client | |||||
| Client Management |
Coming soon |
|
|
|
|
| Researching and Eliminating Duplicates | Researching and eliminating duplicates procedure. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Merging and Deleting a Client | Coming soon | ||||
Transaction, occasion and batch processing | |||||
| Donation Occasion Management |
Coming soon |
|
|
|
|
| Transaction Logging | Coming soon | ||||
| Processing Receipts to be Issued | Coming soon | ||||
| Processing Documents to be Issued | Coming soon | ||||
| In Memoriam Gifts | Coming soon | ||||
| Participant Management | Procedure to configure and use the notion of participant. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Cancelling a Transaction | Coming soon | ||||
| Steps on How to Make a Deposit | Coming soon | ||||
Search, query and information extraction | |||||
| Client and Individual vs Other Fields | Explanations on the use of these fields. |
2011/07/12 |
1 |
4.6.5.5 |
Active |
| Search Bar | Explanations on the search bar. | 2011/07/22 | 1 | 4.6.5.7 | Active |
| Filter Information (Queries) | Coming soon | ||||
| View Management | Coming soon | ||||
| Customized Lists | Coming soon | ||||
Mass mailing and master documents | |||||
| Master Document Management | Coming soon |
|
|
|
|
| Duplicating a Master Document | Procedure to create a new master document based on a ProDon master document. | 2011/07/21 | 1 | 4.6.5.6 | Active |
| Integrating a Word Document in the Database | Coming soon | ||||
| Mass Mailing | Coming soon | ||||
| Mailing History | Coming soon | ||||
| Labels or Envelopes Word 2002-2003 | Coming soon | ||||
| Labels or Envelopes Word 2007 | Coming soon | ||||
| Labels or Envelopes Word 2010 | Coming soon | ||||
| Default Values |
Coming soon |
|
|
|
|
| Exporting and Merging Data | Coming soon | ||||
| Task and History Management (CRM) | Coming soon | ||||
Analysis and reports | |||||
| Customized Reports |
Coming soon |
|
|
|
|
| Analysis Summary | Coming soon | ||||
Add-on Modules (requires purchasing of corresponding modules) | |||||
| Importation Modules | Configuration and use of importation modules to import data from CSV files. | 2011/04/07 | 24 | 4.6.3.24 | Active |
Appendix A - Technical documents | |||||
| coming soon | |
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Document name: ProDon:Table of Contents
