ProDon:Table of Contents test
Voici la table des matières des documents d'aide de ProDon.
Pour trouver un document d'aide, consulter la liste ou effectuer une recherche a l'aide de l'outil de recherche disponible dans le menu de gauche.
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the data base
- 6 Traitement des transactions et boucle de dépôt
- 7 Clients
- 8 Multi-gestions / Extraction d'information
- 9 Publipostage et documents maîtres
- 10 Modules complémentaires
- 11 Module multiutilisateur
- 12 Modules d'importations
- 13 Module d'engagements
- 14 Module de dons en ligne
- 15 Module PubliCourriel
- 16 Documents techniques
- 17 Plans de formation
General
Lexicon |
Summary list of the main terms of the software. |
Web Update | Procedure to update your application. |
Performing Data Backup | Procedure to perform a data backup. |
Restoring Data | Procedure to perform a data restore. |
General Configuration
Preferences |
Explanations on the user and the system preferences of ProDon. |
Default Values |
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions. |
Dynamic Drop-down Lists |
Procedure to use dynamic drop-down lists. |
Period Management |
Procedure to create, manage and use periods. |
Region Management |
Procedure to create, manage and use regions. |
Summary Management |
Procedure to create summaries that are used in master documents and custom reports. |
Transaction structure configuration
Campaign Management |
Explanations on how to create and manage campaigns. |
Origin Code Management |
Procedure to create origin codes. |
Chart of Account Management |
Procedure to create General Ledger accounts. |
Donation Occasion Management |
Explanations for creating and managing donation occasions. Revenues and expenditures. |
In Memoriam Gifts |
Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. |
Participant Management |
Procedure to configure and use the notion of participant. |
Item Management |
Coming soon |
Payment Method Management |
Procedure to create payment methods. |
Receipts configuration
General Configuration of the Receipt | Explanations on the settings relating to receipts. |
Configuration of a Standard Type Receipt | Procedure to configure a standard type receipt. |
Configuration of a Word Type Receipt | Procedure to configure a Word type receipt. |
Configuration of a Thank-you Letter Integrated | Procedure to configure a thank-you letter integrated to a receipt. |
'To be calculated' Status to 'To be issued' | Procedure to modify the status of a receipt from "To be calculated" to "To be issued". |
Customization of the data base
Categories vs Customized Fields vs Characteristics |
Comparison and use of the 3 customization methods. |
Categories |
Procedure to create and use categorie. |
Characteristic Management |
Procedure to create, manage and use characteristics. |
Customized Field Configuration |
Procedure to create and use customized fileds. |
Traitement des transactions et boucle de dépôt
Transaction treatment procedure | Comming soon |
Transactions management |
Comming soon |
Transaction Logging | Procedure that explains how to enter different types of transactions. |
Different Clients of a Transaction |
Coming soon |
Expenditure Transaction Logging | Procedure explaining the entry of expenditure transactions. |
Negative Transaction Entry | Procedure to credit a transaction. |
Entry of Volunteer Hours | Procedure to enter the number of hours worked (e.g. volunteer work). |
Validation and Transfer of a Transaction Batch | Procedure that explains how to validate and transfer a transaction batch. |
Processing Receipts to be Issued | Procedure for the issuance of receipts following transactions entry. |
Processing Documents to be Issued | Procedure for the issuance of documents following the entry of transactions. |
Cancelling a Transaction | Procedure to cancel a transaction and to understand the impact on the reports. |
Cancelling, Reissuing and Reprinting Receipts | Procedure to cancel, reissue or reprint receipts. |
List of Issued and/or Cancelled Receipts | Procedure to view the list of issued and/or cancelled receipts. |
Clients
Procédure d'ajout d'un client | Coming soon |
Client Management |
Explanations on the elements present in the client management and in the client file. |
Fiche client | Coming soon |
Manipulation des onglets de la fiche client | Coming soon |
Contacts and Links | Coming soon |
Searching and Eliminating Duplicates |
Procedure to search and eliminate duplicates. |
Merging and Deleting a Client |
Procedure to eliminate a known duplicate. |
Multi-gestions / Extraction d'information
View Management |
Procedure to configure views in the different managements. |
Client and Individual vs Other Fields | Explanations on the use of these fields. |
Search Bar |
Explanations on the search bar. |
Filter Data (Queries) |
Explanations on the "Filter Data" tool. |
Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. |
Customized Lists | Explanations on how to create and use customized lists. |
Custom Reports | Procedure to configure and use custom reports. |
Analysis Summary | Explanations concerning the use of summaries in "Analysis and history". |
Task and History Management | Procedure to manage tasks and history, as well as reminders. |
Publipostage et documents maîtres
Master Document Management |
Procedure to create master documents integrated to ProDon. |
Duplicating a Master Document |
Procedure to create a new master document based on a ProDon master document. |
Integrating a Word Document in the Database |
Procedure to integrate an existing Word document as master document in the database. |
Mass Mailing |
Procedure for the use of the mass mailing functions. |
Mailing History |
Procedure for the configuration, the creation and the use of mailings. |
Labels or Envelopes Word 2002-2003 |
Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003. |
Labels or Envelopes Word 2007 |
Procedure to create labels or envelopes master documents if your Word version is from 2007. |
Labels or Envelopes Word 2010 |
Procedure to create labels or envelopes master documents if your Word version is from 2010. |
Modules complémentaires
Accounting Integration Module |
Configuration and use of importation modules to import data from CSV files. |
Beneficiaries Module | Coming soon |
Electronic Transaction Module |
Procedure to enter and process electronic transactions. |
Invoicing Module |
Coming soon |
Multi-organization Module | Coming soon |
Module multiutilisateur
Creating a new user |
Coming soon |
Creating a new users group |
Coming soon |
Visibilité dans les vues, filtres, tâches, etc. |
Coming soon |
Copier les vues et les préférences d'un utilisateur à un autre |
Coming soon |
Changer le mot de passe d'un utilisateur |
Coming soon |
Modules d'importations
Client import and update module |
Configuration and use of importation modules to import clients from CSV files. |
Address import | Coming soon |
Means of communication import | Coming soon |
Transaction import |
Configuration and use of importation modules to import transactions from CSV files. |
Receipts import | Coming soon |
Commitment import | Configuration and use of importation modules to import commitments from CSV files. |
Tasks import |
Coming soon |
Module d'engagements
Prospections |
Coming soon |
Engagements | Coming soon |
Procédure de génération des transactions d'engagements |
Coming soon |
Engagement automatique |
Coming soon |
Engagement par objectif | Coming soon |
Module de dons en ligne
Home Page and Website Configuration |
Explanations on how to configure the IMakeAnOnlineDonation home page and website. |
Creating a Web Form |
Explanations on how to create a Web form. |
Web Form Customization Configuration |
Explanations on how to configure the customizations of a Web form. |
Label Configuration |
Explanations on how to configure the labels of a Web form. |
Importing Donations |
Explanations on how to import donations online. |
Viewing Donations |
Explanations on how to view imported online donations. |
URL Address of the Form |
Explanations on how to find the hyperlink of a Web form. |
Web Form Parameters (Online Donation Module) |
Explanations on the possible fields and values of the Web forms. |
Integration with Online Donation Forms |
Explanations on the integration with Online Donation Forms |
Module PubliCourriel
Preparing the Master Document |
Procedure to add and modify an E-mail Blast master document. |
Preparing the Distribution List |
Procedure to prepare a distribution list. |
Sending the E-mail Blast |
Procedure to configure the mailing of an E-mail Blast. |
Viewing Mailing Statistics |
Procedure to view the mailing statistics of an E-mail Blast. |
Documents techniques
FAQ - Norme PCI |
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Retirer la source de données d'un document maître |
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Sauvegarde de données automatisée par une tâche planifiée |
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VPN et performance |
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Plans de formation
Module PubliCourriel |
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Module Dons en ligne |
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