ProDon:Table of Contents

From Logilys
Revision as of 13:52, 29 May 2024 by Smartel (talk | contribs) (eReceipt Module)
Jump to: navigation, search
Table of Contents

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

Web Update

Performing Data Backup

Restoring Data



General Configuration

Preferences

Default Values

Dynamic Drop-down Lists

Period Management

Region Management

Summary Management

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Item Management

Payment Method Management



Receipts configuration

General Configuration of the Receipt

Configuration of a Standard Type Receipt

Configuration of a Word Type Receipt

Configuration of a Thank-you Letter Integrated

'To be calculated' Status to 'To be issued'



Customization of the database

Categories vs Customized Fields vs Characteristics

Categorie_Management

Characteristic Management

Customized Field Configuration



Transaction processing and Deposit loop

Transaction Processing

Transaction Logging

Expenditure Transaction Logging

Negative Transaction Entry

Entry of Volunteer Hours

Validation and Transfer of a Transaction Batch

Processing Receipts to be Issued

Processing Documents to be Issued

Cancelling a Transaction

Cancelling, Reissuing and Reprinting Receipts

List of Issued and/or Cancelled Receipts



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

View Management
Client and Individual vs Other Fields
Search Bar
Filter Data (Queries)
Exporting and Merging Data
Customized Lists
Custom Reports
Analysis Summary
Analysis Grid
Task and History Management


Mass mailing and master documents

Master Document Management
Duplicating a Master Document
Integrating a Word Document in the Database
Mass Mailing
Mailing History
Labels or Envelopes Word 2002-2003
Labels or Envelopes Word 2007
Labels or Envelopes Word 2010


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
Transaction import
Commitment import


Commitments module

Prospecting
Commitment Management (Objective vs Automatic)
Entering a commitment by objective
Entering an automatic commitment
Automatic Commitment Transactions
Mass Mailing, follow-ups and reminders for commitments by objective
Mass Mailing, follow-ups and reminders for automatic commitments
Generate Commitment Reports
Link one or more transactions to a commitment
Edit Commitment Payment Information


Electronic Transaction Module

Electronic Transaction Module
Process Bank Rejections

Online donation module

Home Page and Website Configuration
Creating a Web Form
Web Form Customization Configuration
Label Configuration
Importing Donations
Viewing Donations
URL Address of the Form
Web Form Parameters (Online Donation Module)
Integration with Online Donation Forms
Back office


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


Update descriptions

Prodon 5.0.17
Prodon 5.0.16
Prodon 5.0.15
Prodon 5.0.14
Prodon 5.0.13
Prodon 5.0.12
Prodon 5.0.11
Prodon 5.0.10
Prodon 5.0.9
Prodon 5.0.8
Prodon 5.0.7
Prodon 5.0.6
Prodon 5.0.5
ProDon 5.0.4
ProDon 5.0.3
ProDon 5.0.2

Documents

Technical documents

Hardware and software requirements
Sending domain authentifications
FAQ - PCI Standards
Office 365 for our LogiCloud hosting service

Training plans

Introduction to ProDon
E-mail Blast Module
Online Donation Module

Policies

Terms of use
IMakeAnOnlineDonation Confidentiality policy
Community regulations
Logilys Confidentiality policy
Software Licence Agreement



Document name: ProDon:Table of Contents