ProDon:Table of Contents

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Title	Description	Revision	Rev. no.	Version	Status
1 Unclassified
Lexicon	Coming soon
Web Update	Procedure to update your application.	2012/07/27	1	4.6.7.24	Active
Performing Data Backup	Procedure to perform a data backup.	2012/07/27	1	4.6.7.24	Active
Restoring Data	Procedure to perform a data restore.	2012/07/27	1	4.6.7.24	Active
2 Making a deposit
Transaction Logging	Procedure that explains how to enter different types of transactions.	2015/02/19	1	4.7.3.4	Active
Validation and Transfer of a Transaction Batch	Procedure that explains how to validate and transfer a transaction batch.	2015/02/19	1	4.7.3.4	Active
Processing Receipts to be Issued	Procedure for the issuance of receipts following transactions entry.	2011/09/29	1	4.6.5.11	Active
Processing Documents to be Issued	Procedure for the issuance of documents following the entry of transactions.	2011/10/19	1	4.6.5.13	Active
3 Configuration
Customized Field Configuration	Procedure to create and use customized fileds.	2014/05/30	1	4.6.7.24	Active
Campaign Management	Explanations on how to create and manage campaigns.	2015/02/19	1	4.7.3.4	Active
Characteristic Management	Procedure to create, manage and use characteristics.	2012/02/16	1	4.6.6.7	Active
Origin Code Management	Procedure to create origin codes.	2012/09/14	1	4.6.7.27	Active
Chart of Account Management	Procedure to create General Ledger accounts.	2012/09/14	1	4.6.7.27	Active
Payment Method Management	Procedure to create payment methods.	2012/09/14	1	4.6.7.27	Active
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	Procedure to create summaries that are used in master documents and custom reports.	2011/10/24	1	4.6.5.13	Active
User Management	Coming soon
Dynamic Drop-down Lists	Coming soon
Preferences	Explanations on the user and the system preferences of ProDon.	2012/02/07	1	4.6.6.5	Active
Default Values	Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.	2011/11/25	1	4.6.6.5	Active
Categories vs Customized Fields vs Characteristics	Comparison and use of the 3 customization methods.	2012/08/09	1	4.6.7.24	Active
4 Receipts
General Configuration of the Receipt	Explanations on the settings relating to receipts.	2011/09/29	1	4.5.6.11	Active
Configuration of a Standard Type Receipt	Procedure to configure a standard type receipt.	2011/10/19	1	4.5.6.11	Active
Configuration of a Word Type Receipt	Procedure to configure a Word type receipt.	2011/09/29	1	4.6.5.11	Active
Configuration of a Thank-you Letter Integrated	Procedure to configure a thank-you letter integrated to a receipt.	2011/10/19	1	4.6.5.13	Active
'To be calculated' Status to 'To be issued'	Procedure to modify the status of a receipt from "To be calculated" to "To be issued".	2012/06/08	1	4.6.6.10	Active
List of Issued and/or Cancelled Receipts	Procedure to view the list of issued and/or cancelled receipts.	2012/02/16	1	4.6.6.10	Active
Cancelling, Reissuing and Reprinting Receipts	Procedure to cancel, reissue or reprint receipts.	2012/06/29	1	4.6.7.20	Active
5 Client
Client Management	Explanations on the elements present in the client management and in the client file.	2011/08/12	1	4.6.5.7	Active
Contacts and Links	Coming soon
Searching and Eliminating Duplicates	Procedure to search and eliminate duplicates.	2011/06/28	1	4.6.5.5	Active
Merging and Deleting a Client	Procedure to eliminate a known duplicate.	2011/10/04	1	4.5.6.13	Active
6 Transactions, Occasions and Batch Processing
Donation Occasion Management	Explanations for creating and managing donation occasions. Revenues and expenditures.	2011/11/15	1	4.5.6.13	Active
Expenditure Transaction Logging	Procedure explaining the entry of expenditure transactions.	2012/02/16	1	4.6.6.10	Active
Different Clients of a Transaction	Coming soon
In Memoriam Gifts	Procedure for the configuration, the entry and the follow-up of In Memoriam gifts.	2011/08/30	1	4.6.5.5	Active
Participant Management	Procedure to configure and use the notion of participant.	2011/07/21	1	4.6.5.5	Active
Item Management	Coming soon
Cancelling a Transaction	Procedure to cancel a transaction and to understand the impact on the reports.	2011/11/25	1	4.6.6.5	Active
Negative Transaction Entry	Procedure to credit a transaction.	2012/07/27	1	4.6.7.23	Active
Entry of Volunteer Hours	Procedure to enter the number of hours worked (e.g. volunteer work).	2012/02/14	1	4.6.6.7	Active
7 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
Customized Lists	Explanations on how to create and use customized lists.	2012/07/13	1	4.6.6.18	Active
8 Mass Mailing and Master Documents
Master Document Management	Procedure to create master documents integrated to ProDon.	2011/08/30	1	4.6.5.6	Active
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	Procedure to integrate an existing Word document as master document in the database.	2011/08/30	1	4.6.5.7	Active
Mass Mailing	Procedure for the use of the mass mailing functions.	2011/08/30	1	4.6.5.8	Active
Mailing History	Procedure for the configuration, the creation and the use of mailings.	2011/09/26	1	4.6.5.10	Active
Labels or Envelopes Word 2002-2003	Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003.	2011/08/30	1	4.6.5.7	Active
Labels or Envelopes Word 2007	Procedure to create labels or envelopes master documents if your Word version is from 2007.	2011/08/30	1	4.6.5.7	Active
Labels or Envelopes Word 2010	Procedure to create labels or envelopes master documents if your Word version is from 2010.	2011/08/30	1	4.6.5.7	Active
9 Multi-management
Exporting and Merging Data	Procedure to export a grid from ProDon to a Word, Excel or Text document.	2011/08/30	1	4.6.5.5	Active
Task and History Management - Customer Relationship Management (CRM)	Procedure to manage tasks and history, as well as reminders.	2012/07/31		4.6.7.23	Active
View Management	Procedure to configure views in the different managements.	2012/07/27	1	4.6.7.24	Active
10 Analysis and Reports
Custom Reports	Procedure to configure and use custom reports.	2011/08/17	1	4.6.5.8	Active
Analysis Summary	Explanations concerning the use of summaries in "Analysis and history".	2011/08/30	1	4.6.5.8	Active
11 Add-on Modules (requires purchase 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
Beneficiaries Module	Coming soon
Prospecting and Commitments Module	Coming soon
Electronic Transaction Module	Procedure to enter and process electronic transactions.	2014/07/30	1	4.7.3.1	Active
Invoicing Module	Coming soon
Multi-organization Module	Coming soon
12 Online Donation Module (requires purchase of the module)
Home Page and Website Configuration	Explanations on how to configure the IMakeAnOnlineDonation home page and website.	2013/07/10	1	4.6.9.21	Active
Creating a Web Form	Explanations on how to create a Web form.	2013/07/27	1	4.6.9.20	Active
Web Form Customization Configuration	Explanations on how to configure the customizations of a Web form.	2013/09/26	1	4.6.9.20	Active
Label Configuration	Explanations on how to configure the labels of a Web form.	2014/04/29	1	4.6.9.20	Active
Importing Donations	Explanations on how to import donations online.	2014/05/15	1	4.6.9.20	Active
Viewing Donations	Explanations on how to view imported online donations.	2014/05/16	1	4.6.9.20	Active
URL Address of the Form	Explanations on how to find the hyperlink of a Web form.	2014/05/07	1	4.6.9.6	Active
Web Form Parameters (Online Donation Module)	Explanations on the possible fields and values of the Web forms.	2012/03/20	1	4.5.6.16	Active
13 E-mail Blast Module (requires purchase of the module)
Preparing the Master Document	Procedure to add and modify an E-mail Blast master document.	2014/12/12	1	4.7.3.4	Active
Preparing the Distribution List	Procedure to prepare a distribution list.	2015/01/16	1	4.7.3.4	Active
Sending the E-mail Blast	Procedure to configure the mailing of an E-mail Blast.	2015/02/13	1	4.7.3.4	Active
Viewing Mailing Statistics	Procedure to view the mailing statistics of an E-mail Blast.	2015/02/13	1	4.7.3.4	Active
14 Appendix A - Technical Documents
FAQ - PCI Standards	Frequently asked questions concerning the PCI Standards.	2014/11/24	1	N/A	Active
Removing the Data Source from a Master Document	Coming soon
Automated Data Saving through a Planned Task	Coming soon
VPN and Performance	Coming soon
15 Training Plans
E-mail Blast Module	Training plan E-mail Blast module.	2014/04/17	1	N/A	Active
Online Donation Module	Training plan Online donation module.	2014/04/17	1	N/A	Active

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