Difference between revisions of "ProDon:Table of Contents"

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Revision as of 12:41, 12 August 2011

Template:Header ProDon

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

Unclassified

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




Contacts and Links 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
Different Clients of a Transaction 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 Data (Queries) Explanations on the "Filter Data" tool.
2011/08/12 1 4.6.5.5 Active
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)

Accounting Integration Module Coming soon
Importation Modules Configuration and use of importation modules to import data from CSV files. 2011/04/07 24 4.6.3.24 Active
Beneficiary Module Coming soon
Prospecting and Commitment Module Coming soon
Invoicing Module Coming soon
E-Mail Blast Module Coming soon

Appendix A - Technical documents

coming soon





Document name: ProDon:Table of Contents