ProDon:Table of Contents
Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
| Title | Description | Revision | Rev. no. | Version | Status |
|---|---|---|---|---|---|
Contents
Unclassified | |||||
|
Coming soon |
|
|
|
| |
|
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 |
|
Procedure to perform a data restore. |
2012/07/27 |
1 |
4.6.7.24 |
Active | |
Configuration | |||||
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Procedure to create, manage and use characteristics. |
2012/02/16 |
1 |
4.6.6.7 |
Active | |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Procedure to create, manage and use periods. |
2011/07/21 |
1 |
4.6.5.5 |
Active | |
|
Procedure to create, manage and use regions. |
2011/07/12 |
1 |
4.6.5.5 |
Active | |
|
Procedure to create summaries that are used in master documents and custom reports. |
2011/10/24 |
1 |
4.6.5.13 |
Active | |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Explanations on the user and the system preferences of ProDon. |
2012/02/07 |
1 |
4.6.6.5 |
Active | |
|
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 | |
|
Comparison and use of the 3 customization methods. |
2012/08/09 |
1 |
4.6.7.24 |
Active | |
Receipts | |||||
|
Explanations on the settings relating to receipts. |
2011/09/29 |
1 |
4.5.6.11 |
Active | |
|
Procedure to configure a standard type receipt. |
2011/10/19 |
1 |
4.5.6.11 |
Active | |
|
Procedure to configure a Word type receipt. |
2011/09/29 |
1 |
4.6.5.11 |
Active | |
|
Procedure to configure a thank-you letter integrated to a receipt. |
2011/10/19 |
1 |
4.6.5.13 |
Active | |
|
Procedure for the issuance of receipts following transactions entry. |
2011/09/29 |
1 |
4.6.5.11 |
Active | |
|
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 | |
|
Procedure to view the list of issued and/or cancelled receipts. |
2012/02/16 |
1 |
4.6.6.10 |
Active | |
|
Procedure to cancel, reissue or reprint receipts. |
2012/06/29 |
1 |
4.6.7.20 |
Active | |
Client | |||||
|
Explanations on the elements present in the client management and in the client file. |
2011/08/12 |
1 |
4.6.5.7 |
Active | |
|
Coming soon |
|
|
|
| |
|
Procedure to search and eliminate duplicates. |
2011/06/28 |
1 |
4.6.5.5 |
Active | |
|
Procedure to eliminate a known duplicate. |
2011/10/04 |
1 |
4.5.6.13 |
Active | |
Transactions, Occasions and Batch Processing | |||||
|
Explanations for creating and managing donation occasions. Revenues and expenditures. |
2011/11/15 |
1 |
4.5.6.13 |
Active | |
|
Coming soon |
|
|
|
| |
|
Procedure explaining the entry of expenditure transactions. |
2012/02/16 |
1 |
4.6.6.10 |
Active | |
|
Coming soon |
|
|
|
| |
|
Procedure for the issuance of documents following the entry of transactions. |
2011/10/19 |
1 |
4.6.5.13 |
Active | |
|
Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. |
2011/08/30 |
1 |
4.6.5.5 |
Active | |
|
Procedure to configure and use the notion of participant. |
2011/07/21 |
1 |
4.6.5.5 |
Active | |
|
Procedure to cancel a transaction and to understand the impact on the reports. |
2011/11/25 |
1 |
4.6.6.5 |
Active | |
|
Procedure to credit a transaction. |
2012/07/27 |
1 |
4.6.7.23 |
Active | |
|
Procedure to enter the number of hours worked (e.g. volunteer work). |
2012/02/14 |
1 |
4.6.6.7 |
Active | |
|
Coming soon |
|
|
|
| |
Search, Query and Information Extraction | |||||
|
Explanations on the use of these fields. |
2011/07/12 |
1 |
4.6.5.5 |
Active | |
|
Explanations on the search bar. |
2011/07/22 |
1 |
4.6.5.7 |
Active | |
|
Explanations on the "Filter Data" tool. |
2011/08/12 |
1 |
4.6.5.5 |
Active | |
|
Explanations on how to create and use customized lists. |
2012/07/13 |
1 |
4.6.6.18 |
Active | |
Mass Mailing and Master Documents | |||||
|
Procedure to create master documents integrated to ProDon. |
2011/08/30 |
1 |
4.6.5.6 |
Active | |
|
Procedure to create a new master document based on a ProDon master document. |
2011/07/21 |
1 |
4.6.5.6 |
Active | |
|
Procedure to integrate an existing Word document as master document in the database. |
2011/08/30 |
1 |
4.6.5.7 |
Active | |
|
Procedure for the use of the mass mailing functions. |
2011/08/30 |
1 |
4.6.5.8 |
Active | |
|
Procedure for the configuration, the creation and the use of mailings. |
2011/09/26 |
1 |
4.6.5.10 |
Active | |
|
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 | |
|
Procedure to create labels or envelopes master documents if your Word version is from 2007. |
2011/08/30 |
1 |
4.6.5.7 |
Active | |
|
Procedure to create labels or envelopes master documents if your Word version is from 2010. |
2011/08/30 |
1 |
4.6.5.7 |
Active | |
Multi-management | |||||
|
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 |
|
Procedure to configure views in the different managements. |
2012/07/27 |
1 |
4.6.7.24 |
Active | |
Analysis and Reports | |||||
|
Procedure to configure and use custom reports. |
2011/08/17 |
1 |
4.6.5.8 |
Active | |
|
Explanations concerning the use of summaries in "Analysis and history". |
2011/08/30 |
1 |
4.6.5.8 |
Active | |
Add-on Modules (requires purchase of corresponding modules) | |||||
|
Coming soon |
|
|
|
| |
|
Configuration and use of importation modules to import data from CSV files. |
2011/04/07 |
24 |
4.6.3.24 |
Active | |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
|
Coming soon |
|
|
|
| |
Online Donation Module (requires purchase of the module)
| |||||
|
Home Page and Website Configuration |
Coming soon |
|
|
|
|
|
Creating a Web Form |
Coming soon |
|
|
|
|
|
Web Form Customization Configuration |
Coming soon |
|
|
|
|
|
Label Configuration |
Coming soon |
|
|
|
|
|
Coming soon |
|
|
|
| |
|
Viewing Donations |
Coming soon |
|
|
|
|
|
URL Address of the Form |
Coming soon |
|
|
|
|
|
Coming soon |
|
|
|
| |
E-mail Blast Module (requires purchase of the module)
| |||||
|
Preparing the Master Document |
Coming soon |
||||
|
Preparing the Distribution List |
Coming soon |
||||
|
Sending the E-mail Blast |
Coming soon |
||||
|
Viewing Mailing Statistics |
Coming soon |
||||
Appendix A - Technical Documents | |||||
|
Removing the Data Source from a Master Document |
Coming soon |
|
|
|
|
|
Saving Automated Data through a Planned Task |
Coming soon |
|
|
|
|
|
VPN and Performance |
Coming soon |
|
|
|
|
Document name: ProDon:Table of Contents
