Difference between revisions of "ProDon:Table of Contents"

From Logilys
Jump to: navigation, search
(→‎Update descriptions)
 
(375 intermediate revisions by 14 users not shown)
Line 1: Line 1:
−
{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
+
{{Header_TOC}}
  
−
Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.  
+
This is the table of contents of ProDon help documentation.
  
−
{| width="100%" class="FCK__ShowTableBorders wikitable"
+
To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
 +
 
 +
== General  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Lexicon|Lexicon]] 
 +
| Summary list of the main terms of the software.
 +
|-
 +
| width="400" | [[Common functions:Web Update|Web Update]]
 +
| Procedure to update your application.
 
|-
 
|-
−
! style="text-align: center;" | Title
+
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
−
! Description
+
| Procedure to perform a data backup.
−
! width="60" style="text-align: center;" | Revision
 
−
! width="60" style="text-align: center;" | Rev. no.
 
−
! width="60" style="text-align: center;" | Version
 
−
! width="60" style="text-align: center;" | Status
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
−
==== Unclassified ====
+
| Procedure to perform a data restore.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Updates in Prodon 5 ==
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Lexicon|Lexicon]]  
+
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]  
−
| Coming soon
+
| Impact that '''''Prodon 5''''' will have on client files.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[Common functions:Web Update|Web Update]]<br>
+
| width="400" | [[ProDon:Migration assistant|Migration assistant]]  
−
| Procedure to update your application.
+
| Procedure for migration assistant.
−
| 2011/06/14
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[Common functions:Save data|Saving data]]  
+
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]  
−
| Procedure to perform a data backup.
+
| Procedure to help filling in questionnaire.
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[Common functions:Restore data|Restoring data]]  
+
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]  
−
| Procedure to perform a data restore.
+
| Procedure to assignment of the information.
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
−
==== Configuration  ====
+
| '''''Prodon 5''''' presentation.
 +
|}
 +
 
 +
== General Configuration  ==
  
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 +
|-
 +
| width="400" | [[ProDon:Preferences|Preferences]]
 +
| Explanations on the user and the system preferences of '''''Prodon'''''.
 
|-
 
|-
−
| [[ProDon:Characteristic management|Characteristic management]]  
+
| width="400" | [[ProDon:Default Values|Default Values]]  
−
| Coming soon
+
| Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Period management|Period management]]  
+
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
−
| Coming soon
+
| Procedure to use dynamic drop-down lists.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Region management|Region management]]  
+
| width="400" | [[ProDon:Period Management|Period Management]]
 +
| Procedure to create, manage and use periods.
 +
|-
 +
| width="400" | [[ProDon:Region Management|Region Management]]  
 
| Procedure to create, manage and use regions.  
 
| Procedure to create, manage and use regions.  
−
| 2011/07/12
 
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Summary management|Summary management]]  
+
| width="400" | [[ProDon:Summary Management|Summary Management]]
−
| Coming soon  
+
| Procedure to create summaries that are used in master documents and custom reports.
−
|  
+
|}
−
|  
+
 
−
|  
+
== Transaction structure configuration  ==
−
|  
+
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
 +
| Explanations on how to create and manage campaigns.
 +
|-
 +
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
 +
| Procedure to create origin codes.
 +
|-
 +
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
 +
| Procedure to create General Ledger accounts.
 +
|-
 +
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
 +
| Explanations for creating and managing donation occasions. Revenues and expenditures.
 +
|-
 +
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
 +
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
 +
|-
 +
| width="400" | [[ProDon:Participant Management|Participant Management]]
 +
| Procedure to configure and use the notion of participant.
 +
|-
 +
| width="400" | [[ProDon:Item Management|Item Management]]
 +
| Coming soon
 +
|-
 +
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
 +
| Procedure to create payment methods.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Receipts configuration  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 +
| Explanations on the settings relating to receipts.
 +
|-
 +
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
 +
| Procedure to configure a standard type receipt.
 +
|-
 +
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
 +
| Procedure to configure a '''''Word''''' type receipt.
 +
|-
 +
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
 +
| Procedure to configure a thank-you letter integrated to a receipt.
 +
|-
 +
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 +
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 +
|}
 +
 
 +
<br>
 +
 
 +
== Customization of the database  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 +
| Comparison and use of the 3 customization methods.
 +
|-
 +
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]] 
 +
| Procedure to create and use categorie.
 +
|-
 +
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
 +
| Procedure to create, manage and use characteristics.
 +
|-
 +
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
 +
| Procedure to create and use customized fileds.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Transaction processing and Deposit loop  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
 +
| Simplified transaction processing
 +
|-
 +
| width="400" | Transactions management  
 +
| Comming soon
 +
|-
 +
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
 +
| Procedure that explains how to enter different types of transactions.
 +
|-
 +
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
 +
| Coming soon
 +
|-
 +
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
 +
| Procedure explaining the entry of expenditure transactions.
 +
|-
 +
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
 +
| Procedure to credit a transaction.
 +
|-
 +
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
 +
| Procedure to enter the number of hours worked (e.g. volunteer work).
 +
|-
 +
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
 +
| Procedure that explains how to validate and transfer a transaction batch.
 +
|-
 +
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
 +
| Procedure for the issuance of receipts following transactions entry.
 +
|-
 +
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 +
| Procedure for the issuance of documents following the entry of transactions.
 +
|-
 +
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 +
| Procedure to cancel a transaction and to understand the impact on the reports.
 +
|-
 +
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
 +
| Procedure to cancel, reissue or reprint receipts.
 +
|-
 +
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
 +
| Procedure to view the list of issued and/or cancelled receipts.
 +
 
 +
|}
 +
 
 +
<br>
 +
 
 +
== Clients  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
 +
| Procedure to add a client
 +
|-
 +
| width="400" | [[ProDon:Client Management|Client Management]]
 +
| Explanations on the elements present in the client management and in the client file.
 +
|-
 +
| width="400" |[[ProDon:Client File|Client file]]
 +
| Document describing the tabs of the customer record.
 +
|-
 +
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 +
| Document describing the client file tabs.
 +
|-
 +
| width="400" | [[ProDon:Relations|Relations]]
 +
| Procedure explaining the relation concept and the relation management.
 +
|-
 +
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 +
| Procedure to search and eliminate duplicates.
 +
|-
 +
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 +
| Procedure to eliminate a known duplicate.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Couple management ==
 +
 
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 +
|-
 +
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
 +
| Procedure for issuing couple receipts.
 +
|-
 +
| width="400" | Mailing to a couple
 +
| Coming soon
 +
|-
 +
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
 +
|Coming soon
 +
|}
 +
 
 +
== Multi-management / Information extraction  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[Common functions:View Management|View Management]]
 +
| Procedure to configure views in the different managements.
 +
|-
 +
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 +
| Explanations on the use of these fields.
 +
|-
 +
| width="400" | [[Common functions:Search Bar|Search Bar]]
 +
| Explanations on the search bar.
 +
|-
 +
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
 +
| Explanations on the "Filter Data" tool.
 +
|-
 +
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 +
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 +
|-
 +
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
 +
| Explanations on how to create and use customized lists.
 +
|-
 +
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
 +
| Procedure to configure and use custom reports.
 +
|-
 +
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
 +
| Explanations concerning the use of summaries in the histories
 +
|-
 +
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
 +
|Explanations concerning the use of analysis grid in the histories.
 +
|-
 +
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
 +
| Procedure to manage tasks and history, as well as reminders.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Mass mailing and master documents  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
 +
| Procedure to create master documents integrated to '''''ProDon'''''.
 +
|-
 +
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
 +
| Procedure to create a new master document based on a '''''ProDon''''' master document.
 +
|-
 +
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 +
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
|-
 
|-
−
| [[ProDon:User management|User management]]  
+
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
−
| Coming soon
+
| Procedure for the use of the mass mailing functions.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[Common functions:Drop-down dynamic lists|Drop-down dynamic lists]]  
+
| width="400" | [[ProDon:Mailing History|Mailing History]]  
−
| Coming soon
+
| Procedure for the configuration, the creation and the use of mailings.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Preferences|Preferences]]  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
| Coming soon
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Receipts|Receipts]]  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
| Coming soon
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
−
==== Client ====
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 +
|}
 +
 
 +
<br>
 +
 
 +
== Available modules ==
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Client management|Client management]]<br>
+
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
| Coming soon<br>
+
| Configuration and use of importation modules to import data from '''''CSV''''' files.
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Researching and eliminating duplicates|Researching and eliminating duplicates]]  
+
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
| Coming soon
+
| Procedure for the configuration and the entry of beneficiary type transaction.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Merging and deleting a client|Merging and deleting a client]]  
+
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
−
| Coming soon  
+
| Coming soon
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
−
==== Transaction, occasion and batch processing  ====
+
| Coming soon
 +
|}
  
 +
<br>
 +
 +
== Multiuser module  ==
 +
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Donation occasion management|Donation occasion management]]<br>
+
| width="400" | [[ProDon:User Management|Creating a new user]]  
−
| Coming soon<br>
+
| Coming soon
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Transaction logging|Transaction logging]]  
+
| width="400" | [[ProDon:User Management|Creating a new user group]]  
−
| Coming soon  
+
| Coming soon
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Processing receipts to be issued|Processing receipts to be issued]]  
+
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
| Coming soon
+
| Procedure explaining the visibility and accessibility options.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Processing documents to be issued|Processing documents to be issued]]  
+
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
| Coming soon
+
| Procedure explaining how to copy user preferences to another user.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:In Memoriam gifts|''In Memoriam'' gifts]]  
+
| width="400" | [[ProDon:Change_user_password|Change a user password]]
−
| Coming soon
+
| 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.
−
|  
+
|}
−
|
+
 
−
|
+
<br>
−
|  
+
 
 +
== Imports module  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Participant management|Participant management]]  
+
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
−
| Coming soon
+
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Cancelling a transaction|Cancelling a transaction]]
+
| width="400" | Address import
−
| Coming soon  
+
| Coming soon
−
|  
+
|-
−
|  
+
| width="400" | Means of communication import
−
|  
+
| Coming soon
−
|  
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importation Modules|Transaction import]]
−
| Coming soon
+
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
−
|
 
−
|  
 
−
|  
 
−
|  
 
 
|-
 
|-
−
| Steps on how to make a deposit
+
| width="400" | Receipts import
 
| Coming soon
 
| Coming soon
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Importation Modules|Commitment import]]
−
==== Search, query and information extraction  ====
+
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
 +
|-
 +
| width="400" | Tasks import
 +
| Coming soon
 +
|}
 +
 
 +
<br>
  
 +
== Commitments module  ==
 +
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
 +
| Procedure to enter the information of your prospects
 +
|-
 +
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
 +
| Procedure to manage commitments and explanation of each type of commitments.
 +
|-
 +
| width="400" | Procedure to generate commitment transactions 
 +
| Coming soon
 +
|-
 +
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
 +
| Procedure to guide you with entering commitment by objective.
 
|-
 
|-
−
| [[ProDon:Client and individual vs other fields|Client and individual vs other fields]]  
+
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
| Explanations on the use of these fields.<br>
+
| Procedure to guide you with entering automatic commitments.
−
| 2011/07/12<br>
 
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
 
|-
 
|-
−
| [[Common functions:Search bar|Search bar]]  
+
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
| Coming soon
+
| Procedure to guide you with automatic type Commitment transactions
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[Common functions:Filter information (queries)|Filter information (queries)]]  
+
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
| Coming soon
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[Common functions:View management|View management]]  
+
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
| Coming soon
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Customized lists|Customized lists]]
+
| width="400" | Commitment by objective
−
| Coming soon  
+
| Coming soon
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
−
==== Mass mailing and master documents  ====
+
| Procedure for generating reports with commitments.
 +
|-
 +
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
 +
| Procedure for linking transactions to commitment.
 +
|-
 +
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
 +
| Procedure to help you edit the commitment payment information.
 +
|}
 +
 
 +
<br>
 +
== Electronic Transaction Module ==
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 +
| Procedure to enter and process electronic transactions.
 
|-
 
|-
−
| [[ProDon:Master document management|Master document management]]  
+
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
−
| Coming soon<br>
+
| Procedure to help with the processing of bank rejects.
−
| <br>
+
|}
−
| <br>
+
 
−
| <br>
+
== Online donation module  ==
−
| <br>
+
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[ProDon:Duplicate a master document|Duplicating a master document]]  
+
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
| Procedure to create a new master document based on a '''''ProDon''''' master document.  
+
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
−
| 2011/07/21
 
−
| 1
 
−
| 4.6.5.6
 
−
| Active
 
 
|-
 
|-
−
| [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' document in the database]]  
+
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| Coming soon
+
| Explanations on how to create a Web form.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Mass mailing|Mass mailing]]  
+
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| Coming soon
+
| Explanations on how to configure the customizations of a Web form.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Mailing history|Mailing history]]  
+
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
| Coming soon
+
| Explanations on how to configure the labels of a Web form.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Labels or envelopes Word 2002-2003|Labels or envelopes '''''Word''''' 2002-2003]]  
+
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
−
| Coming soon
+
| Explanations on how to import donations online.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Labels or envelopes Word 2007|Labels or envelopes '''''Word''''' 2007]]  
+
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
−
| Coming soon
+
| Explanations on how to view imported online donations.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| [[ProDon:Labels or envelopes Word 2010|Labels or envelopes '''''Word''''' 2010]]  
+
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
| Coming soon
+
| Explanations on how to find the hyperlink of a Web form.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 +
| Explanations on the possible fields and values of the Web forms.
 
|-
 
|-
−
| [[ProDon:Default values|Default values]]<br>
+
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| Coming soon<br>
+
| Explanations on the integration with Online Donation Forms.
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[Common functions:Exporting and merging data|Exporting and merging data]]  
+
| width="400" | [[ProDon:Back office|Back office]]  
−
| Coming soon
+
| Explanation to help the user to understand the Back office.
−
|  
+
|}
−
|
+
 
−
|
+
<br>
−
|  
+
 
 +
== E-mail blast module  ==
 +
 
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[Common functions:Task and history management (CRM)|Task and history management (CRM)]]  
+
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| Coming soon
+
| Procedure to add and modify an E-mail Blast master document.
−
|
 
−
|
 
−
|
 
−
|
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
−
==== Analysis and reports  ====
+
| Procedure to prepare a distribution list.
 +
|-
 +
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 +
| Procedure to configure the mailing of an E-mail Blast.
 +
|-
 +
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 +
| Procedure to view the mailing statistics of an E-mail Blast.
 +
|}
 +
 
 +
<br>
  
 +
== eReceipt Module ==
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
 +
| Procedure to configure the eReceipt options in client files and transaction.
 
|-
 
|-
−
| [[ProDon:Customized reports|Customized reports]]<br>
+
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
−
| Coming soon<br>
+
|Procedure to configure thank-you email.
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| [[ProDon:Analysis summary|Analysis summary]]
+
|Sending eReceipt
−
| Coming soon
+
|Procedure to send eReceipt
−
|
 
−
|
 
−
|
 
−
|  
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
|Assignment of the thank-you for transaction already entered
−
==== Add-on Modules (requires purchasing of corresponding modules) ====
+
|Coming soon
 +
|-
 +
|}
 +
<br>
 +
== Update descriptions ==
  
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
 
|-
 
|-
−
| [[ProDon:Importation modules|Importation modules]]
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.  
 
−
| 2011/04/07
 
−
| 24
 
−
| 4.6.3.24
 
−
| Active
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
−
==== Appendix A - Technical documents  ====
+
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
 +
|-
 +
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
 +
|-
 +
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
 +
|-
 +
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
 +
|}
  
 +
== Documents ==
 +
 +
=== Technical documents  ===
 +
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 +
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 +
|Hardware and software requirements for Logilys applications.
 +
|-
 +
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 +
|Procedure for sending domain authentication.
 +
|-
 +
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
 +
| Frequently asked questions concerning the PCI Standards.
 +
|-
 +
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]
 +
| Coming soon
 +
|-
 +
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
 +
| Coming soon
 +
|-
 +
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
 +
| Coming soon
 +
|-
 +
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 +
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
 +
|}
 +
 +
=== Training plans ===
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 +
|Training plan on the basis of ProDon.
 +
|-
 +
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 +
| Training plan E-mail Blast module.
 +
|-
 +
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
 +
| Training plan Online donation module.
 +
|}
 +
 +
=== Training Documents(PDF) ===
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
|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.
 +
|}
 +
 +
=== Policies ===
 +
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 +
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
 +
|-
 +
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
 +
|Confidentiality policy of our websites.
 +
|-
 +
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
 +
|Logilys community regulations.
 +
|-
 +
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
 +
|Commitment policy of confidentiality regarding your data.
 
|-
 
|-
−
| coming soon
+
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
−
| <br>
+
|Logilys Sofware Licence Agreement ("SLA")
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|}
 
|}
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 11:53, 23 April 2024

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 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.


Updates in Prodon 5

Update to Prodon 5 : impact on the client files Impact that Prodon 5 will have on client files.
Migration assistant Procedure for migration assistant.
Migration assistant questionnaire Procedure to help filling in questionnaire.
Assignment of the informations in the right file Procedure to assignment of the information.
New features in Prodon 5 Prodon 5 presentation.

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.
Accounting System Links Management Procedure to create General Ledger accounts.
Donation Occasion Management Explanations for creating and managing donation occasions. Revenues and expenditures.
In Memoriam Donations Procedure for the configuration, the entry and the follow-up of In Memoriam Donations.
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.
Categorie_Management 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 Document describing the tabs of the customer record.
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.


Couple management

Issuance of couple receipt Procedure for issuing couple receipts.
Mailing to a couple Coming soon
Couple greeting Coming soon

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 the histories
Analysis Grid Explanations concerning the use of analysis grid in the histories.
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

eReceipt options Procedure to configure the eReceipt options in client files and transaction.
Thank-you email configuration Procedure to configure thank-you email.
Sending eReceipt Procedure to send eReceipt
Assignment of the thank-you for transaction already entered Coming soon


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 Hardware and software requirements for Logilys applications.
Sending domain authentifications Procedure for sending domain authentication.
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
Office 365 for our LogiCloud hosting service This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.

Training plans

Introduction to ProDon Training plan on the basis of ProDon.
E-mail Blast Module Training plan E-mail Blast module.
Online Donation Module Training plan Online donation module.

Training Documents(PDF)

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.

Policies

Terms of use Terms of use for IMakeAnOnlineDonation and IRegisterNow.
IMakeAnOnlineDonation Confidentiality policy Confidentiality policy of our websites.
Community regulations Logilys community regulations.
Logilys Confidentiality policy Commitment policy of confidentiality regarding your data.
Software Licence Agreement Logilys Sofware Licence Agreement ("SLA")


Document name: ProDon:Table of Contents


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Table_of_Contents&oldid=10234"