ProDon:Table of Contents

Table of Contents

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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

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.
Help for the update of Prodon 4 to ProDon 5	Procedure to complete the migration assistant.

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 database

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.

Transaction processing and Deposit loop

Transaction Processing	Simplified transaction processing
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.
Process Bank Rejections	Procedure to help with the processing of bank rejects.

Clients

Procedure to add a client	Procedure to add a client
Client Management	Explanations on the elements present in the client management and in the client file.
Client file	Coming soon
Manipulation of client file tabs	Document describing the client file tabs.
Relations	Coming soon
Searching and Eliminating Duplicates	Procedure to search and eliminate duplicates.
Merging and Deleting a Client	Procedure to eliminate a known duplicate.

Multi-management / Information extraction

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.

Mass mailing and master documents

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.

Available modules

Accounting Integration Module	Configuration and use of importation modules to import data from CSV files.
Beneficiaries Module	Procedure for the configuration and the entry of beneficiary type transaction.
Electronic Transaction Module	Procedure to enter and process electronic transactions.
Invoicing Module	Coming soon
Multi-organization Module	Coming soon

Multiuser module

Creating a new user	Coming soon
Creating a new user group	Coming soon
Visibility in views, filters, tasks, etc.	Procedure explaining the visibility and accessibility options.
Copy user preferences to another user	Procedure explaining how to copy user preferences to another user.
Change a user password	Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.

Imports module

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

Commitments module

Prospecting	Procedure to enter the information of your prospects
Commitment Management (Objective vs Automatic)	Procedure to manage commitments and explanation of each type of commitments.
Procedure to generate commitment transactions	Coming soon
Entering a commitment by objective	Procedure to guide you with entering commitment by objective.
Entering an automatic commitment	Procedure to guide you with entering automatic commitments.
Automatic Commitment Transactions	Procedure to guide you with automatic type Commitment transactions
Mass Mailing, follow-ups and reminders for commitments by objective	Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
Mass Mailing, follow-ups and reminders for automatic commitments	Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
Commitment by objective	Coming soon
Generate Commitment Reports	Procedure for generating reports with commitments.
Link one or more transactions to a commitment	Procedure for linking transactions to commitment.
Edit Commitment Payment Information	Procedure to help you edit the commitment payment information.

Online donation module

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

E-mail blast module

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.

Technical documents

FAQ - PCI Standards	Frequently asked questions concerning the PCI Standards.
Removing the Data Source from a Master Document	Coming soon
Automated Data Saving through a Planned Task	Coming soon
VPN and Performance	Coming soon

Update descriptions

ProDon 5.0.4	List of changes and corrections.
ProDon 5.0.3	List of changes and corrections.
ProDon 5.0.2	List of changes and corrections.
ProDon 5.0.1	List of changes and corrections.
ProDon 5.0.0	List of changes and corrections.
ProDon 4.7.3	List of changes and corrections.

Training plans

E-mail Blast Module	Training plan E-mail Blast module.
Online Donation Module	Training plan Online donation module.

Training Documents(PDF)

Introduction to ProDon	Training plan on the basis of ProDon.
Donation occasions - Templates	Coming soon. Donation occasion structure (example and template).
Report Occasion results - Annual campaign	Coming soon. Example of a report of a donation occasion results.
Report Occasion results - Fundraising cocktail party	Coming soon. Example of a report of a donation occasion results.
Deposit report - Batch transactions	Coming soon. Example of a deposit report.
Deposit report - Deposit slip	Coming soon. Example of a deposit report.
Rapport de dépôt - Résumé d'un dépôt	Coming soon. Exemple d'un rapport de dépôt.
Rapport de dons in memoriam - Liste des donateurs	Coming soon. Exemple d'un rapport de dons in memoriam.
Reçu - Canada	Coming soon. Exemple d'un reçu fiscal.
Reçu - France	Coming soon. Exemple d'un reçu fiscal.

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Document name: ProDon:Table of Contents

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