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
Publipostage et documents maîtres
Modules complémentaires
| Intégration comptable |
|
| Bénéficiaire | |
| Transactions électroniques |
|
| Facturation |
|
| Multiorganisme | |
Module multiutilisateur
| Création d'un nouvel utilisateur |
|
| Création d'un groupe d'utilisateurs |
|
| Visibilité dans les vues, filtres, tâches, etc. |
Vues, filtres, rapports personnalisés, tâches, modèles de texte, alertes, caractéristiques et listes de vérifications |
| Copier les vues et les préférences d'un utilisateur à un autre |
|
| Changer le mot de passe d'un utilisateur |
|
Modules d'importations
| Importation de clients/relations |
|
| Importation d'adresses | |
| Importation de moyens de communication | |
| Importation de transactions |
|
| Importation de reçus | |
| Importation d'engagements | |
| Importation de tâches |
|
Module d'engagements
| Prospections |
|
| Engagements | |
| Procédure de génération des transactions d'engagements |
|
| Engagement automatique |
|
| Engagement par objectif | |
Module de dons en ligne
Module PubliCourriel
| Préparation du document maître |
|
| Préparation de la liste de distribution |
|
| Envoi du PubliCourriel |
|
| Consultation des statistiques d'envoi |
|
Documents techniques
| FAQ - Norme PCI |
|
| Retirer la source de données d'un document maître |
|
| Sauvegarde de données automatisée par une tâche planifiée |
|
| VPN et performance |
|
Plans de formation
