Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon | N/A | N/A | N/A | N/A | N/A }}  
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{{Header_TOC}}
  
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<br> Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.  
+
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>
−
|-
 
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! width="24%" style="text-align: center;" |
 
−
Title
 
  
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! width="44%" |
+
== General  ==
−
Description
 
  
−
! width="8%" style="text-align: center;" |  
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
Revision
+
|-
 +
| 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.
 +
|-
 +
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
 +
| Procedure to perform a data backup.
 +
|-
 +
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
 +
| Procedure to perform a data restore.
 +
|}
  
−
! width="8%" style="text-align: center;" |
+
<br>
−
Rev. no.
 
  
−
! width="8%" style="text-align: center;" |
+
== Updates in Prodon 5  ==
−
Version
 
−
 
 
−
! width="8%" style="text-align: center;" |
 
−
Status
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
 +
| Impact that '''''Prodon 5''''' will have on client files.
 +
|-
 +
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
 +
| Procedure for migration assistant.
 +
|-
 +
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
 +
| Procedure to help filling in questionnaire.
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to assignment of the information.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''1'''  
+
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| '''''Prodon 5''''' presentation.
−
==== Unclassified  ====
+
|}
  
−
|}
+
== 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'''''.
 +
|-
 +
| width="400" | [[ProDon:Default Values|Default Values]]
 +
| Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 +
|-
 +
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 +
| Procedure to use dynamic drop-down lists.
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Period Management|Period Management]]
−
[[ProDon:Lexicon|Lexicon]]  
+
| Procedure to create, manage and use periods.
 +
|-
 +
| width="400" | [[ProDon:Region Management|Region Management]]
 +
| Procedure to create, manage and use regions.
 +
|-
 +
| width="400" | [[ProDon:Summary Management|Summary Management]]  
 +
| Procedure to create summaries that are used in master documents and custom reports.
 +
|}
  
−
|
+
== Transaction structure configuration  ==
−
Coming soon
 
  
−
| <br>
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
| <br>
+
|-
−
| <br>
+
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
−
| <br>
+
| 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]]
−
[[Common functions:Web Update|Web Update]]  
+
| Coming soon
 +
|-
 +
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
 +
| Procedure to create payment methods.
 +
|}
  
−
|
+
<br>
−
Procedure to update your application.
 
  
−
|
+
== Receipts configuration  ==
−
2012/07/27
 
  
−
|  
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
1
+
|-
 +
| 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>
−
4.6.7.24
 
  
−
|
+
== Customization of the database  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| [[Common functions:Performing Data Backup|Performing Data Backup]]<br>
+
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
|
+
| Comparison and use of the 3 customization methods.
−
Procedure to perform a data backup.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
−
[[Common functions:Restoring Data|Restoring Data]]  
+
| Procedure to create and use categorie.
−
 
 
−
|  
 
−
Procedure to perform a data restore.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to create, manage and use characteristics.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''2'''
+
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Procedure to create and use customized fileds.
−
==== Configuration ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 
  
−
|
+
== Transaction processing and Deposit loop  ==
−
Coming soon
 
  
−
| <br>
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
| <br>
+
|-
−
| <br>
+
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
−
| <br>
+
| Simplified transaction processing
 +
|-
 +
| width="400" | Transactions management
 +
| Comming soon
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
−
[[ProDon:Campaign Management|Campaign Management]]  
+
| Procedure that explains how to enter different types of transactions.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
−
[[ProDon:Characteristic Management|Characteristic Management]]  
+
| Coming soon
−
 
 
−
|  
 
−
Procedure to create, manage and use characteristics.
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
[[ProDon:Origin Code Management|Origin Code Management]]  
+
| Procedure explaining the entry of expenditure transactions.  
−
 
 
−
|  
 
−
Procedure to create origin codes.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.27
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
[[ProDon:Chart of Account Management|Chart of Account Management]]  
+
| Procedure to credit a transaction.
−
 
 
−
|  
 
−
Procedure to create General Ledger accounts.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.27
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
[[ProDon:Payment Method Management|Payment Method Management]]  
+
| Procedure to enter the number of hours worked (e.g. volunteer work).  
−
 
 
−
|  
 
−
Procedure to create payment methods.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.27
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
[[ProDon:Period Management|Period Management]]  
+
| Procedure that explains how to validate and transfer a transaction batch.
−
 
 
−
|  
 
−
Procedure to create, manage and use periods.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
[[ProDon:Region Management|Region Management]]  
+
| Procedure for the issuance of receipts following transactions entry.  
−
 
 
−
|  
 
−
Procedure to create, manage and use regions.  
 
−
 
 
−
|
 
−
2011/07/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
[[ProDon:Summary Management|Summary Management]]  
+
| Procedure for the issuance of documents following the entry of transactions.
−
 
 
−
|  
 
−
Procedure to create summaries that are used in master documents and custom reports.  
 
−
 
 
−
|
 
−
2011/10/24
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
[[ProDon:User Management|User Management]]  
+
| Procedure to cancel a transaction and to understand the impact on the reports.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
| Procedure to cancel, reissue or reprint receipts.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
−
[[ProDon:Preferences|Preferences]]  
+
| Procedure to view the list of issued and/or cancelled receipts.
  
−
|  
+
|}
−
Explanations on the user and the system preferences of '''''ProDon'''''.
 
−
 
 
−
|
 
−
2012/02/07
 
−
 
 
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.6.5
 
  
−
|
+
== Clients  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
−
[[ProDon:Default Values|Default Values]]  
+
| Procedure to add a client
−
 
 
−
|  
 
−
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
−
 
 
−
|
 
−
2011/11/25
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Client Management|Client Management]]  
−
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
+
| Explanations on the elements present in the client management and in the client file.
−
 
 
−
|  
 
−
Comparison and use of the 3 customization methods.
 
−
 
 
−
|
 
−
2012/08/09
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" |[[ProDon:Client File|Client file]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Document describing the tabs of the customer record.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''3'''
+
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Document describing the client file tabs.
−
==== Receipts  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Relations|Relations]]  
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
| Procedure explaining the relation concept and the relation management.  
−
 
 
−
|  
 
−
Explanations on the settings relating to receipts.  
 
−
 
 
−
|
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
| Procedure to search and eliminate duplicates.
−
 
 
−
|  
 
−
Procedure to configure a standard type receipt.
 
−
 
 
−
|
 
−
2011/10/19
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
| Procedure to eliminate a known duplicate.
−
 
+
|}
−
|  
 
−
Procedure to configure a '''''Word''''' type receipt.  
 
−
 
 
−
|  
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.5.11
 
  
−
|
+
== Couple management  ==
−
Active
 
  
 +
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
+
| Procedure for issuing couple receipts.
−
 
 
−
|  
 
−
Procedure to configure a thank-you letter integrated to a receipt.  
 
−
 
 
−
|
 
−
2011/10/19
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Mailing to a couple
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]
+
| Coming soon
−
 
 
−
|  
 
−
Procedure for the issuance of receipts following transactions entry.
 
−
 
 
−
|
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
+
|Coming soon
−
 
+
|}
−
|  
 
−
Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
−
 
 
−
|  
 
−
2012/06/08
 
−
 
 
−
|
 
−
1
 
  
−
|
+
== Multi-management / Information extraction  ==
−
4.6.6.10<br>
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:View Management|View Management]]  
−
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
+
| Procedure to configure views in the different managements.
−
 
 
−
|  
 
−
Procedure to view the list of issued and/or cancelled receipts.<br>
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.10
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
+
| Explanations on the use of these fields.
−
 
 
−
|
 
−
Procedure to cancel, reissue or reprint receipts.
 
−
 
 
−
|
 
−
2012/06/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.7.20
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[Common functions:Search Bar|Search Bar]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Explanations on the search bar.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''4'''
+
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Explanations on the "Filter Data" tool.
−
==== Client  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
[[ProDon:Client Management|Client Management]]  
+
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
−
 
 
−
|  
 
−
Explanations on the elements present in the client management and in the client file.  
 
−
 
 
−
|
 
−
2011/08/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
−
[[ProDon:Contacts and Links|Contacts and Links]]  
+
| Explanations on how to create and use customized lists.
−
 
 
−
|  
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
+
| Procedure to configure and use custom reports.
−
 
 
−
|  
 
−
Procedure to search and eliminate duplicates.
 
−
 
 
−
|
 
−
2011/06/28
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
+
| Explanations concerning the use of summaries in the histories
−
 
 
−
|  
 
−
Procedure to eliminate a known duplicate.
 
−
 
 
−
|
 
−
2011/10/04
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |
+
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
|Explanations concerning the use of analysis grid in the histories.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''5'''
+
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Procedure to manage tasks and history, as well as reminders.
−
==== Transactions, Occasions and Batch Processing  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
  
−
|
+
== Mass mailing and master documents  ==
−
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
−
 
 
−
|
 
−
2011/11/15
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.13
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
−
[[ProDon:Transaction Logging|Transaction Logging]]  
+
| Procedure to create master documents integrated to '''''ProDon'''''.
−
 
 
−
|  
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
−
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
| Procedure to create a new master document based on a '''''ProDon''''' master document.
−
 
 
−
|  
 
−
Procedure explaining the entry of expenditure transactions.  
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.10
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
+
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
+
| Procedure for the use of the mass mailing functions.
−
 
 
−
|  
 
−
Procedure for the issuance of documents following the entry of transactions.  
 
−
 
 
−
|
 
−
2011/10/19
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Mailing History|Mailing History]]  
−
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
+
| Procedure for the configuration, the creation and the use of mailings.
−
 
 
−
|  
 
−
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
[[ProDon:Participant Management|Participant Management]]  
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
−
 
 
−
|  
 
−
Procedure to configure and use the notion of participant.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
[[ProDon:Item Management|Item Management]]  
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
−
 
 
−
| Coming soon
 
−
|
 
−
|
 
−
|
 
−
|  
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
−
 
+
|}
−
|  
 
−
Procedure to cancel a transaction and to understand the impact on the reports.  
 
−
 
 
−
|  
 
−
2011/11/25
 
−
 
 
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.6.5
 
  
−
|
+
== Available modules  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
| Configuration and use of importation modules to import data from '''''CSV''''' files.
−
 
 
−
|  
 
−
Procedure to credit a transaction.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.23
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
+
| Procedure for the configuration and the entry of beneficiary type transaction.
−
 
 
−
|  
 
−
Procedure to enter the number of hours worked (e.g. volunteer work).
 
−
 
 
−
|
 
−
2012/02/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Coming soon
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''6'''
+
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Coming soon
−
==== Search, Query and Information Extraction  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 
−
 
 
−
|
 
−
Explanations on the use of these fields.
 
  
−
|
+
== Multiuser module  ==
−
2011/07/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:User Management|Creating a new user]]  
−
[[Common functions:Search Bar|Search Bar]]  
+
| Coming soon
−
 
 
−
|  
 
−
Explanations on the search bar.
 
−
 
 
−
|
 
−
2011/07/22
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:User Management|Creating a new user group]]  
−
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
+
| Coming soon
−
 
 
−
|  
 
−
Explanations on the "Filter Data" tool.
 
−
 
 
−
|
 
−
2011/08/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
[[ProDon:Customized Lists|Customized Lists]]  
+
| Procedure explaining the visibility and accessibility options.
−
 
 
−
|  
 
−
Explanations on how to create and use customized lists.
 
−
 
 
−
|
 
−
2012/07/13
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.18
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure explaining how to copy user preferences to another user.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''7'''
+
| width="400" | [[ProDon:Change_user_password|Change a user password]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| 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.
−
==== Mass Mailing and Master Documents  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Master Document Management|Master Document Management]]
 
  
−
|
+
== Imports module  ==
−
Procedure to create master documents integrated to '''''ProDon'''''.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.6
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
 +
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
 
|-
 
|-
−
|  
+
| width="400" | Address import
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
+
| Coming soon
−
 
 
−
|
 
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.6
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Means of communication import
−
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
+
| Coming soon
−
 
 
−
|
 
−
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.7
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
−
[[ProDon:Mass Mailing|Mass Mailing]]  
+
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
−
 
 
−
|  
 
−
Procedure for the use of the mass mailing functions.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.8
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Receipts import
−
[[ProDon:Mailing History|Mailing History]]
+
| Coming soon
−
 
 
−
|
 
−
Procedure for the configuration, the creation and the use of mailings.
 
−
 
 
−
|
 
−
2011/09/26
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.10
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
−
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
+
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
−
 
 
−
|  
 
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Tasks import
−
[[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.
 
−
 
 
−
|  
 
−
2011/08/30
 
  
−
|
+
<br>
−
1
 
  
−
|
+
== Commitments module  ==
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
−
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
+
| Procedure to enter the information of your prospects
−
 
 
−
|  
 
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to manage commitments and explanation of each type of commitments.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''8'''
+
| width="400" | Procedure to generate commitment transactions  
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Coming soon
−
==== Multi-management ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
+
| Procedure to guide you with entering commitment by objective.
−
 
 
−
|  
 
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]<br>
+
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
|  
+
| Procedure to guide you with entering automatic commitments.
−
Procedure to manage tasks and history, as well as reminders.
 
−
 
 
−
|
 
−
2012/07/31
 
−
 
 
−
| <br>
 
−
|
 
−
4.6.7.23
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
[[Common functions:View Management|View Management]]  
+
| Procedure to guide you with automatic type Commitment transactions
−
 
 
−
|  
 
−
Procedure to configure views in the different managements.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''9'''
+
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
−
==== Analysis and Reports  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Commitment by objective
−
[[ProDon:Custom Reports|Custom Reports]]<br>
+
| Coming soon
−
 
 
−
|
 
−
Procedure to configure and use custom reports.
 
−
 
 
−
|
 
−
2011/08/17
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.8
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
[[ProDon:Analysis Summary|Analysis Summary]]  
+
| Procedure for generating reports with commitments.
−
 
 
−
|
 
−
Explanations concerning the use of summaries in "Analysis and history".
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|  
 
−
1
 
−
 
 
−
|
 
−
4.6.5.8
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure for linking transactions to commitment.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''10'''
+
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Procedure to help you edit the commitment payment information.
−
==== Add-on Modules (requires purchase of corresponding modules)  ====
+
|}
  
−
|}
+
<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.
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
+
| Procedure to help with the processing of bank rejects.
 +
|}
  
−
|
+
== Online donation module  ==
−
Coming soon
 
  
−
| <br>
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
| <br>
+
|-
−
| <br>
+
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
−
| <br>
+
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
−
[[ProDon:Importation Modules|Importation Modules]]  
+
| Explanations on how to create a Web form.  
−
 
+
|-
−
|  
+
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.  
+
| Explanations on how to configure the customizations of a Web form.
−
 
 
−
|  
 
−
2011/04/07
 
−
 
 
−
|  
 
−
24
 
−
 
 
−
|  
 
−
4.6.3.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
+
| Explanations on how to configure the labels of a Web form.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
−
[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]  
+
| Explanations on how to import donations online.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
−
[[ProDon:Electronic Transaction Module - Optimal|Electronic Transaction Module]]  
+
| Explanations on how to view imported online donations.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
|
 
−
|
 
−
|
 
−
|  
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
[[ProDon:Invoicing Module|Invoicing Module]]  
+
| Explanations on how to find the hyperlink of a Web form.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
[[ProDon:Multi-organization Module|Multi-organization Module]]  
+
| Explanations on the possible fields and values of the Web forms.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Explanations on the integration with Online Donation Forms.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''11'''
+
| width="400" | [[ProDon:Back office|Back office]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Explanation to help the user to understand the Back office.
−
==== Online Donation Module (requires purchase of the module)<br>  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>  
 
−
 
 
−
|
 
−
Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
  
−
|
+
== E-mail blast module  ==
−
2013/07/10
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.9.21
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
[[ProDon:Creating a Web Form|Creating a Web Form]]<br>
+
| Procedure to add and modify an E-mail Blast master document.
−
 
 
−
|  
 
−
Explanations on how to create a Web form.
 
−
 
 
−
|
 
−
2013/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.9.20
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
+
| Procedure to prepare a distribution list.
−
 
 
−
|  
 
−
Explanations on how to configure the customizations of a Web form.  
 
−
 
 
−
|
 
−
2013/09/26
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.9.20
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
[[ProDon:Label Configuration|Label Configuration]]<br>
+
| Procedure to configure the mailing of an E-mail Blast.
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
[[ProDon:Importing Donations|Importing Donations]]  
+
| Procedure to view the mailing statistics of an E-mail Blast.
 +
|}
  
−
|
+
<br>
−
Coming soon<br>  
 
  
−
| <br>
+
== eReceipt Module ==
−
| <br>
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
[[ProDon:Viewing Donations|Viewing Donations]]<br>
+
| Procedure to configure the eReceipt options in client files and transaction.
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
−
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
+
|Procedure to configure thank-you email.
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|Sending eReceipt
−
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
+
|Procedure to send eReceipt
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |
+
|Assignment of the thank-you for transaction already entered
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
|Coming soon
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''12'''
 
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
−
==== E-mail Blast Module (requires purchase of the module)<br>  ====
 
−
 
 
|}
 
|}
 +
<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]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
 +
|-
 +
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
 +
|-
 +
|[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]
−
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
−
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
−
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]  
−
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
 
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''13'''
+
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
−
==== Appendice A - Documents techniques  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
== Documents ==
−
|
 
−
[[ProDon:FAQ - Norme PCI|FAQ - Norme PCI]]<br>
 
  
−
|
+
=== Technical documents  ===
−
Foire aux questions sur la norme PCI.
 
−
 
 
−
|
 
−
2014/01/06
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
  
 +
{| 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]]  
−
[[Fonctions communes:Retirer la source de données|Retirer la source de données d'un document maître]]  
+
| Frequently asked questions concerning the PCI Standards.
−
 
 
−
|  
 
−
Procédure pour corriger un message d'exécution SQL à l'ouverture de documents maître depuis le publipostage de votre logiciel.  
 
−
 
 
−
|
 
−
2009/09/22
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
−
[[Fonctions communes:Sauvegarde de données automatisée par une tâche planifiée|Sauvegarde de données automatisée par une tâche planifiée]]  
+
| Coming soon
−
 
 
−
|  
 
−
Création et configuration d'une tâche planifiée pour automatiser la sauvegarde de données quotidienne.
 
−
 
 
−
|
 
−
2009/04/23
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.0.4.0
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
−
[[Fonctions communes:VPN et performance|VPN et performance]]  
+
| Coming soon
−
 
 
−
|  
 
−
Explications relatives aux performances d'une connexion VPN.
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Coming soon
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''14'''
+
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
−
==== Plans de formation  ====
 
−
 
 
 
|}
 
|}
  
 +
=== 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]]  
−
[[Fonctions communes:Plan de formation - Module PubliCourriel|Module PubliCourriel]]<br>
+
| Training plan E-mail Blast module.
−
 
 
−
|  
 
−
Plan de formation du module PubliCourriel.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
[[ProDon:Plan de formation - Module Dons en ligne|Module Dons en ligne]]  
+
| Training plan Online donation module.
−
 
+
|}
−
|  
 
−
Plan de formation du module Dons en ligne.  
 
−
 
 
−
|  
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
  
 +
=== Training Documents(PDF) ===
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
|Report Occasion results - Annual campaign
−
[[ProDon:Plan de formation WebActive - Barre de recherche et filtres|WebActive - Barre de recherche et filtres]]
+
|Coming soon. Example of a report of a donation occasion results.  
−
 
 
−
|  
 
−
Plan de formation WebActive sur la barre de recherche et les filtres.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
|Report Occasion results - Fundraising cocktail party
−
[[ProDon:Plan de formation WebActive - Boucle de dépôt|WebActive - Boucle de dépôt]]
+
|Coming soon. Example of a report of a donation occasion results.  
−
 
+
|}
−
|  
 
−
Plan de formation WebActive sur la boucle de dépôt.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
−
|-
 
−
|
 
−
[[ProDon:Plan de formation WebActive - Dons in memoriam|WebActive - Dons in memoriam]]
 
−
 
 
−
|
 
−
Plan de formation WebActive sur la gestion des dons in memoriam.
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
  
−
|
+
=== Policies ===
−
En vigueur
 
  
 +
{| 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]
−
[[ProDon:Plan de formation WebActive - Listes personnalisées|WebActive - Listes personnalisées]]
+
|Confidentiality policy of our websites.
−
 
 
−
|
 
−
Plan de formation WebActive sur les listes personnalisées.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
s.o.  
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
[[ProDon:Plan de formation WebActive - Personnalisation de la base de données|WebActive - Personnalisation de la base de données]]
+
|Logilys community regulations.
−
 
 
−
|
 
−
Plan de formation WebActive sur les catégories, les champs personnalisés et les caractéristiques.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
s.o.  
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
[[ProDon:Plan de formation WebActive - Publipostage et historique d'envoi|WebActive - Publipostage et historique d'envoi]]
+
|Commitment policy of confidentiality regarding your data.
−
 
 
−
|
 
−
Plan de formation WebActive sur le publipostage et l'historique d'envoi.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
s.o.  
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
−
[[ProDon:Plan de formation WebActive - Rapports personnalisés|WebActive - Rapports personnalisés]]  
+
|Logilys Sofware Licence Agreement ("SLA")
−
 
+
|}
−
|  
 
−
Plan de formation WebActive sur les rapports personnalisés.
 
−
 
 
−
|  
 
−
2014/03/20
 
  
−
|
+
<br>
−
1
+
{{Footer_ProDon}}<br>
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
−
|}
 

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


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