ProDon:Table of Contents
Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
This is the table of contents of ProDon help documentation.
To find a help document, consult the list or search by using the search tool available in the left-hand menu.
General
General Configuration
Transaction structure configuration
Accounting System Links Management
Receipts configuration
Customization of the database
Categories vs Customized Fields vs Characteristics |
Categorie_Management |
Characteristic Management |
Customized Field Configuration |
Transaction processing and Deposit loop
Clients
Procedure to add a client |
Client Management |
Client file |
Manipulation of client file tabs |
Relations |
Searching and Eliminating Duplicates |
Merging and Deleting a Client |
Couple management
Issuance of couple receipt |
Mailing to a couple |
Couple greeting |
Multi-management / Information extraction
Mass mailing and master documents
Available modules
Accounting Integration Module |
Beneficiaries Module |
Invoicing Module |
Multi-organization Module |
Multiuser module
Creating a new user |
Creating a new user group |
Visibility in views, filters, tasks, etc. |
Copy user preferences to another user |
Change a user password |
Imports module
Client import and update module |
Address import |
Means of communication import |
Transaction import |
Receipts import |
Commitment import |
Tasks import |
Commitments module
Electronic Transaction Module
Electronic Transaction Module |
Process Bank Rejections |
Online donation module
E-mail blast module
Preparing the Master Document |
Preparing the Distribution List |
Sending the E-mail Blast |
Viewing Mailing Statistics |
eReceipt Module
eReceipt options |
Thank-you email configuration |
Sending eReceipt |
Assignment of the thank-you for transaction already entered |
Update descriptions
Documents
Technical documents
Training plans
Introduction to ProDon |
E-mail Blast Module |
Online Donation Module |
Training Documents(PDF)
Report Occasion results - Annual campaign |
Report Occasion results - Fundraising cocktail party |
Policies
Terms of use |
IMakeAnOnlineDonation Confidentiality policy |
Community regulations |
Logilys Confidentiality policy |
Software Licence Agreement |
Document name: ProDon:Table of Contents