ProDon:Table of Contents
Revision as of 13:31, 26 June 2017 by Jguillemette (talk | contribs) (→Electronic Transaction Module)
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 Multi-management / Information extraction
- 9 Mass mailing and master documents
- 10 Available modules
- 11 Multiuser module
- 12 Imports module
- 13 Commitments module
- 14 Electronic Transaction Module
- 15 Online donation module
- 16 E-mail blast module
- 17 eReceipt Module
- 18 Technical documents
- 19 Update descriptions
- 20 Training plans
- 21 Training Documents(PDF)
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. |
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 | Procedure explaining the relation concept and the relation management. |
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. |
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. |
Electronic Transaction Module
Electronic Transaction Module | Procedure to enter and process electronic transactions. |
Process Bank Rejections | Procedure to help with the processing of bank rejects. |
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. |
Back office | Explanation to help the user to understand the Back office. |
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. |
eReceipt Module
Client file's eReceipt options | Coming soon |
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. |
Occasions - Templates | Coming soon. 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. |
Deposit report - Deposit summary | Coming soon. Example of a deposit report. |
In Memoriam Gift report - Donor list | Coming soon. Example of an In Memoriam Gifts report. |
Receipt - Canada | Coming soon. Example of a fiscal receipt. |
Receipt - France | Coming soon. Example of a fiscal receipt. |
Document name: ProDon:Table of Contents