ProDon:Lexicon

Summary List of the Main Terms of the Software

Here is a summary list of the main terms used in the help documentation.

Help documents are produced to facilitate learning and to offer a better understanding of the software, which will allow you to use it at its full potential. 

Those documents are updated as much as possible and new ones are created following the analysis of the interventions made with our clients. When reading those documents, if certain parts do not seem clear, or if you find mistakes, it is important to let us know so we can make the necessary corrections. 

Thank you for your cooperation!

Accounting integration	Transfer of accounting information to an accounting software external to ProDon. For more information on the accounting integration module, see the "Accounting Integration Module" document.
Active list	Lists of all the records displayed in the management grid. For further details, see the "Preparing the Active List" section of the "Customized Lists" document.
Activity	For each donation occasion, one or several activities must be created in order to detail the transactions linked to this donation occasion. For more information on the activities, see the "Editing a Donation Occasion" section of the "Donation Occasion Management" document.
Advanced features	Menu available in several ProDon managements which contains many advanced modification functions. This menu is only visible to the supervisor user.
Affiliation	Represents the potential path of a client towards another through the links that bind them to other clients. For example, to quickly verify if the fundation knows someone who knows someone who knows... For more information on affiliations, see the " "Affiliation" Tab" section of the "Clients Management" document.
Age group	Age group of registered clients (for profiling or segmentation).
Analysis & history	ProDon management in which it is possible to view several elements such as all database transactions (transactions received, beneficiary transactions, commitments, expenditures, etc.), mailings, participants, etc.
Analysis summary	Transaction summary based on a specific criterion (e.g. summary by year, summary by client, by city, etc.). For more information on analysis summary, see the "Analysis Summary" document.
Annual receipt	Receipt for which the amount is the cumulative donations of the current year for the same donor. Usually issued once a year. It is possible to note, in a client file, that he or she wishes to receive one consolidated receipt every year. To do so, see the " "2-Info" Tab" section of the "Clients Management" document.
Annonymous client	When a client wishes to remain anonymous, the organization must ensure to never disclose his/her name in public reports. To learn how to indicate in a client file that he or she wishes to remain anonymous, see the " "2-Info" Tab" section of the "Clients Management" document.
Anonymous transaction	When a client wishes to remain anonymous for a transaction, the organization must ensure to never disclose the donor's name in public reports containing this transaction. To learn how to indicate that a transaction is anonymous, see the "Transaction Logging" section of the "Transaction Logging" document.
Appraiser	Field available in a transaction which has an in-kind payment method in order to enter the name and address of an external evaluator. For more information on the in-kind payment method, see the 'Transactions in Goods and Services (In-kind)" of the "Transaction Logging" document.
Bank account	For each transfer of transactions, the bank account into which the deposit will be made must be specified. When a bank account is created in ProDon, the name of the financial institution and the account number must be specified.
Bank instrument	Payment methods requiring a physical deposit at the bank (e.g. cash, money order, check, etc).
Batch	Each transfer of transaction is attached to a unique batch number which facilitates the future verification of information.
Beneficiary	When a beneficiaries module is activated in ProDon, it possible to create beneficiary clients and beneficiary occasions in order to make beneficiary transactions. For more information on the beneficiaries module, see the "Beneficiaries Module" document.
Beneficiary client	Client (association, fundation, student, etc.) to which the organization pays an amount (e.g. loans and grants, services offered, special projects, etc.). To learn how to indicate that a client is a beneficiary, see the " "2-Info" Tab" section of the "Clients Management" document.
Beneficiary occasion	Donation occasion for which it is possible to record beneficiary transactions. To learn how to create a beneficiary occasion, see the "Beneficiary Occasion" section of the "Beneficiaries Module" document.
Beneficiary transaction	Transaction representing an amount (e.g. loans and grants, services offered, special projects, etc.) issued or distributed to a beneficiary client (association, fundation, student, etc.) For more information on beneficiary transactions, see the "Beneficiary Transactions" section of the "Beneficiaries Module" document.
Campaign	Allows you to group donation occasions and to set a goal for selected occasions, over a given period. For more information on campaigns, see the "Campaign Management" document.
Canvasser	Someone who solicits donors. To learn how to indicate that a client in the database is a canvasser, see the " "3-Canvasser" Tab" section of the "Clients Management" document.
Cash	Term to designate money in the form of cash.
Characteristic	Allows the documentation of a piece of information in ProDon if no existing field allows you to do it. It is possible to specify a name, a value, as well as start and end dates. For more information on characteristics, see the "Characteristic Management" document.
Client	Any person or company registered in the client management of ProDon (e.g. donor, beneficiary, deceased, canvasser, etc.).
Client category	Allows the documentation of a piece of information in ProDon if no existing field allows you to do it. A client category is displayed in the form of a check box. For more information on client categories, see the " "4-Characteristics" Tab" section of the "Clients Management" document.
Co.	Existing field in ProDon. It specifies the company name of the client.
Commitment	Donation in installments. For more information on the commitment module, see the "Commitment Module" document.
Contact	Contact person within a client file (e.g. contact person in a company). For more information on contacts, see the "Contacts and Links" document.
Creation	Date shown when creating a file (client, task, transaction, etc.). To see the creation date of a client file, see the " "2-Info" Tab" section of the "Clients Management" document. To see the creation date of a task, see the " "Configuring / Editing a task " Tab" section of the "Task and History Management - Customer Relationship Management (CRM)" document.
CRM	Means "Customer Relationship Management". In ProDon, the customer relationship management is made in the tasks and history. For more information on the tasks and history, see the "Task and History Management - Customer Relationship Management (CRM)" document.
Current filter	Allows the creation of a filter based on specific search criteria, then save it for reuse. For more information on the current filter, see the "Adding a Filter" section of "Filter Data (Queries)" document.
Custom report	Document made by a user representing a set of transaction items, clients or otherwise. For more information on custom reports, see the "Custom Reports" document.
Customized field	Allows you to document a piece information in ProDon if no existing field allows you to do it. It is possible to specify a name and a value. For more infomation on customized fields, see the "Customized Field Configuration" document.
Customized list	Tool used to create lists of clients from an active list or different criteria (e.g. transaction criteria, mailing criteria, etc.). For more information on customized lists, see the "Customized Lists" document.
CVV	The Card Verification Value (CVV) is a 3-digit number that appears on the back of credit cards (Visa, Eurocard and Mastercard), in the band reserved for the holder's signature. This additional protection is used to validate the transaction and to fight against fraud. This value is not mentioned in the magnetic stripe information and will not appear on receipts. This information should be disclosed over the phone or entered on the Web. In no case should it be visible on a reply coupon.
Data backup	Allows you to save the data in the database. After each backup, ProDon creates a file whose name is the backup date and time. For more information on backing up data, see the "Performing Data Backup" document.
Data restore	Allows you to reset the database to the state it was at a previous data backup. Warning: all changes (transactions, address corrections, issurance of receipts, etc.) made since the last data backup will be lost. For more information on restoring data, see the "Restoring Data" document.
Deceased	Person for whom a donation was made in memoriam. For more information on the deceased in a transaction, see the "Different Clients of a Transaction" document. For more information on in memoriam gifts, see the "In Memoriam Gifts" document.
Distribution list	List of clients to whom an E-mail Blast will be sent. For more information on distribution lists, see the "Preparing the Distribution List" document.
Document to be issued	Document linked to a transaction (e.g. thank-you letter) located in the "Batch Processing: Documents" management in ProDon after a transaction has been entered. For more information on documents to be issued, see the "Processing Documents to be Issued" document.
Donation occasion	Centre of the financial structure in ProDon. A donation occasion is a source of revenue (e.g. general donation, event, scheduled donation, etc.) and consists of activities and expenditures. For more information on donation occasions, see the "Donation Occasion Management" document.
Duplicate	Client present more than once in the database. To learn how to merge clients, see the "Merging and Deleting a Client" document.
Dynamic customized list	Customized list that keeps up to date according to the criteria that were used to create it. The number of clients that are part of this list may vary. For more information on dynamic customized lists, see the "Dynamic List (main window)" section of the "Customized Lists" document.
Dynamic drop-down list	Field in the database that comes in the form of a list of options. Options can be predifined or added when entering the field. For more information on dynamic drop-down lists, see the "Dynamic Drop-down Lists" document.
Electronic payment	Any payment made with a credit card or a debit card.
E-mail Blast	E-mail sent to a list of clients from the database. For more information on e-mail blasts, see the "E-mail Blast Module (requires purchase of the module)" section of the wiki table of contents.
Excluded from E-mail Blast	Client in the database who no longer wishes to be solicited by e-mail blasting. To learn how to exclude a client from an e-mail blast, see the " "2-Info" Tab" section of the "Client Management" document.
Expenditure	For each donation occasion, one or more expenditure activities must be created to detail the transactions related to the expenditures arising from the holding of this donation occasion. For more information on expenditures, see the "Adding / Editing an Expenditure Activity" section of the "Donation Occasion Management" document.
Expenditure transaction	Payment of an expenditure arising from the holding of a donation occasion. For more information on expenditure transactions, see the "Expenditure Transaction Logging" document.
Export and merge	Allows you to export data to Word, Excel or Text documents. For more information on exporting and merging, see the "Exporting and Merging Data" document.
Feature and search	Special function entered in the search box to isolate specific elements. The legend of the search bar contains all the different search functions. For more information on search functions, see the "Search Bar" document.
Field	In ProDon, every data entry is inserted into a column that has a unique name. Generally, the column header name is the field name.
Format	Predefined arrangement of data to be entered in a field (e.g. a postal code field must contain 3 letters and 3 numbers, the letters must be in uppercase and there must be a space between the first 3 and the last 3 characters. If the format is predefined and the information entered does not meet these criteria, a warning window will appear.
GL account	The GL accounts created in ProDon are usually linked to the accounts used in the accounting software of the organization. To learn how to create a GL account in ProDon, see the "Chart of Account Management" document.
Greeting	Merge field combining several fields with a specific provision which will be used in master documents. There are several types of greeting and each type is customizable as needed. For more information on greetings, see the " "8-Merge" Tab section of the "Client Management" document.
Importation	The importation modules allow you to import external data into ProDon (e.g. from a txt or Excel file). For more information on importing data into ProDon, see the "Importation Modules" document.
In Memoriam gift	Donation made in memory of a deceased person. This type of transaction generally involves 3 individuals: the donor, the deceased person and the person to notify for the donation. For more information on in memoriam gifts, see the "In Memoriam Gifts" document.
Inactive	Element that can no longer be used, but still existing and available in ProDon to generate reports, filters, searches, etc. Multiple elements can be disabled, such as donation occasions, master documents, GL accounts, payment methods, etc.
Inactive client	Client to which no transaction can be assigned. He or she can however be used as a deceased person in an in memoriam gift transaction. To learn how to deactivate a client, see the " "2-Info" Tab" section of the "Clients Management" document.
In-kind payment method	Allows you to save donations of goods and services in the database. To learn how to create a new payment method, see the "Payment Method Management" document.
Invoicing	Allows you to generate invoices to clients in the database. For more information on invoicing, see the "Invoicing Module" document.
Label
Link	Element linking two client files (e.g. parent/child, spouse/partner, brother/sister, etc.). For more information on links, see the "Contacts and Links" document.
Linked client	Client linked to a transaction while not being the donor nor the third-party client (e.g. parent, caregiver, honoree, etc.). For more information on liked clients, see the "Different Clients of a Transaction" document. To learn how to activate linked clients in an occasion, see the " "Client Link" Tab" section of the "Donation Occasion Management" document.
Mailing history	Tool used to keep track of mailings sent to clients from the database. For more information on mailing history, see the "Mailing History" document.
Management grid	Grid which presents all the data from the database in each management.
Mass mailing	Mass and customized production of a master document merged with some ProDon fields, for several clients at once. For more information on mass mailing, see the "Mass Mailing" document.
Master document	Word document that uses merge fields for mass mailing or e-mail blasting. For more information on master documents, see the "Master Document Management" document.
Merge field	Fields to be inserted into the master document when mass mailing. For more information on merge fields and master documents, see the "Master Document Management" document.
Modification	Date shown when modifying a client or task file. To see the modification date of a client file, see the " "2-Info" Tab" section of the "Client Management" document. To see the modification date of a task, see the " "Configuring / Editing a Task" Tab" section of the "Task and History Management - Customer Relationship Management (CRM)" document.
Multiorganization	Module allowing you to manage donations from two different organizations within the same database. For more information on the multi-organization module, see the "Multi-organization Module" document.
Negative transaction	Credit of a transaction (e.g. repayment of an electronic transaction). For more information on negative transactions, see the "Negative Transaction Entry" document.
Online donation	ProDon module that allows donors to make donations or to register to some of the organization's events from the Web. For more information on online donations, see the documents in the "12 Online Donation Module (requires purchase of the module)" section of the wiki table of contents.
Optimal	Logilys' realtime electronic payment provider (Web, virtual terminal).
Origin	Allows you to group different types of transaction for donations as well as beneficiary transactions (e.g. donation, fundraiser, grant, volunteer hours, etc.). For more information on origins, see the "Origin Code Management" document.
Participant	Client participating in an event. For more information on participants, see the "Participant Management" document.
Payment method	Method used for the payment of a transaction (e.g. cash, check, MasterCard, Visa, in-kind, etc.). To learn how to create a new payment method, see the "Payment Method Management" document.
Pending transaction	Transaction entered in ProDon to be paid later. For more information on pending transactions (to be received), see the "Transaction Management" section of the "Transaction Logging" document.
Period	Predefined period of time that can be used in reports, customized lists, etc. (e.g. lifetime, fiscal 2011-2012, year 2012, etc.). For more information on periods, see the "Period Management" document.
Person to notify	Person to notify for in memoriam gifts that were made in memory of a loved one. For more information on the person to notify in a transaction, see the "Different Client of a Transaction" document. For more information on in memoriam gifts, see the "In Memoriam Gifts" document.
Promise payment method	Allows you to save a transaction that will be paid later. For more information on how to create a new payment method, see the "Payment Method Management" document.
Property	When a donation is made, other than a monetary donation, the "In-kind" payment method must be selected in the transaction, then you must specify the nature of the property that was donated (e.g. furniture, miscellaneous items). To learn how to enter an in-kind donation transaction, see the "Transaction in Goods and Services (In-kind)" section of the "Transaction Logging" document.
Prospection	Allows you to plan objectives linked to commitments. For more information on prospection, see the "Prospecting and Commitments Module" document.
Receipt	For each donation, a reciept is automatically generated by ProDon (depending on the configuration of the donation occasion for which the donation was made). For more information on receipts, see the documents in the "4 Receipts" section of the wiki table of contents.
Receipt to be calculated	Receipt whose amount should be calculated according to the expenditures arising from the holding of this donation occasion. For more information on receipts to be calculated, see the " 'To be calculated' Status to 'To be issued' " document.
Receipt to be issued	Receipt whose amount is known and which can be issued. To learn how to proceed with the issue of a receipt, see the "Processing Receipts to be Issued" document.
Receipt with integrated thank-you	Reçu avec un mot de remerciement intégré. Ce type de reçu est généré en 2 copies, la lettre de remerciement dans le haut et les 2 copies du reçu dans le bas de la feuille. Pour plus d'informations sur les reçus avec remerciement intégré, consulter le document « Configuration d'un reçu avec remerciement intégré ».
Regions	Il existe trois notions relatives aux régions dans ProDon : les types de régions, les régions et la définition des régions. Pour savoir comment configurer ces trois notions, consulter le document « Gestion des régions ».
Reminder	Avec la gestion des tâches et historique (CRM) de ProDon, il est possible d'activer un rappel sur une tâche. Pour plus d'informations sur les rappels, consulter la section « Fenêtre de rappel » du document « Gestion des tâches et historique - Gestion de la relation client (CRM) ».
Report	Document représentant un ensemble d'éléments transactionnels, clients ou autre.
Required field	Il est possible de rendre obligatoire des champs. Si un champ obligatoire n'est pas rempli lors de la confirmation de l'ajout ou de la modification d'une fiche, un message apparaît et le libellé du champ obligatoire devient bleu.
Search bar	Outil présent dans le haut de pratiquement toutes les grilles de gestion de ProDon, qui permet d'effectuer des recherches en inscrivant un mot clé, une portion de mot ou une fonction de recherche dans une boîte de recherche. Pour plus d'informations sur la barre de recherche, consulter le document « Barre de recherche ».
Search box	La barre de recherche contient une boîte de recherche pour chaque champ de la grille de gestion. C'est dans ces boîtes de recherche que les critères de recherche doivent être spécifiés. Pour plus d'informations sur la barre de recherche, consulter le document « Barre de recherche ».
Sector of activity	Type d'emploi que les clients de la base de données occupent (ex. : agriculture, commerce au détail, médical, industriel, enseignement, etc.).
Special features	Menu disponible dans plusieurs gestions de ProDon, qui contient plusieurs fonctions de modifications avancées. Ce menu est visible par tous les utilisateurs, mais accessible seulement par ceux qui ont l'accès.
Standard receipt	Reçu disponible en plusieurs formats, mais avec une personnalisation limitée. Ce type de reçu est maintenu à jour par Logilys et il est conforme avec l’ARC (Agence du Revenu du Canada) et avec les normes canadiennes. Pour plus d'informations sur les reçus standards, consulter le document « Configuration d'un reçu standard ».
Suffix	Champ de ProDon qui s'inscrit après le nom d’un individu (ex. : « ,Md. » pour médecin, « ,Ing. » pour ingénieur, etc.).
Summary	Outil de calcul financier dont le résultat peut être utilisé dans un rapport personnalisé ou dans un document maître. Pour plus d'informations sur les sommaires, consulter le document « Gestion des sommaires ».
Tasks & history	Gestion de ProDon qui permet de gérer toutes les communications et les suivis auprès des clients de la base de données et de conserver tout historique. Pour plus d'informations sur les tâches et historique, consulter le document « Gestion des tâches et historique - Gestion de la relation client (CRM) ».
Temporary filter	Permet de filtrer des informations selon des critères de recherche spécifiques. Un filtre temporaire ne peut s'utiliser qu'une seule fois, pour enregistrer un filtre, utiliser plutôt le filtre courant. Pour plus d'informations sur le filtre temporaire, consulter le document « Filtrer les informations (Requêtes) ».
Temporary mailing	Envoi test d'un PubliCourriel. Pour plus d'informations sur le module PubliCourriel, consulter les documents de la section « Module PubliCourriel (nécessite l'achat du module) » de la table des matières du wiki. Pour plus d'informations sur les envois provisoires, consulter la section « Tester l'envoi » du document « Envoi du PubliCourriel ».
Third-party client	Client grâce auquel une transaction est effectuée sans qu'il soit le donateur ou le solliciteur (ex. : le client A est sollicité et sa conjointe nous envoie un don, dans cet exemple, le client A est le client tiers et la conjointe est le donateur). Pour plus d'information sur les clients tiers, consulter le document « Différents clients d'une transaction ». Pour un exemple de transaction avec un client tiers, consulter la section « Transaction avec un client tiers » du document « Saisie de transactions ».
Title	Champ existant dans ProDon. Il représente le mot précédant le prénom d’un client dans une salutation (ex. : monsieur, madame, etc.).
Token	Le jeton d'authentification est une solution d'authentification forte. Les jetons sont utilisés pour prouver une identité par voie électronique (comme un client tentant d'accéder à son compte en banque). Le jeton agit comme une clé électronique pour ouvrir l’accès à des données et est utilisé en complément ou à la place d'un mot de passe pour prouver que le client est bien celui qu'il prétend être.
Transaction received	Transaction générale de ProDon, payée par effet bancaire, paiement électronique, don en biens, etc.
Transaction transfer	Une fois que les transactions sont saisies et validées dans Prodon, il faut les reporter. Généralement, un report de transactions est effectué lors de chaque dépôt. Pour plus d'informations sur le report de transactions, consulter la section « Report des transactions » du document « Saisie de transactions ».
Transferred transaction	Transaction qui a été validée et déposée. Chaque report de transactions est rattaché à un numéro de lot unique, ce qui facilite la vérification future des informations.
UCN	Numéro unique client que ProDon attribue automatiquement lors de la création d’un nouveau client.
Untransferred transaction	Transaction saisie dans ProDon qui n'a pas été validée et déposée. Le reçu et les documents ne peuvent pas être émis tant que la transaction n'a pas été reportée.
User / System preferences	Permet de configurer plusieurs éléments de ProDon. Les préférences utilisateur sont uniques par profil utilisateur de ProDon. Les préférences systèmes sont modifiables uniquement par le profil superviseur et ont un impact sur tous les usagers. Pour plus d'informations sur les préférences utilisateur et système, consulter le document « Préférences ».
View	Configuration des champs visibles dans la grille de gestion. Pour plus d'informations sur les vues, consulter le document « Gestion des vues ».
Web form	Formulaire hébergé sur le site Web de dons en ligne. Chaque formulaire est attaché à une occasion de dons, ce qui fait que les internautes peuvent s'inscrire en ligne aux activités bénéfices de l'organisme, ou faire un don directement par le Web. Pour plus d'informations sur les formulaires Web, consulter le document « Création d'un formulaire Web ».
Web update	Permet de mettre à jour ProDon. Pour savoir comment effectuer une mise à jour Web, consulter le document « Mise à jour Web ».
Word receipt	Reçu édité avec Word et personnalisé avec un formateur ProDon, selon la demande. Ce type de reçu est conforme avec l'ARC (Agence du Revenu du Canada) seulement au moment de la livraison du logiciel, il est donc important de le maintenir à jour selon les normes canadiennes par la suite. Pour plus d'informations sur les reçus Word, consulter le document « Configuration d'un reçu Word ».

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Document name: ProDon:Lexicon

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