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"
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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;" |
 
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Title
 
  
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! width="44%" |
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== General  ==
−
Description
 
  
−
! width="8%" style="text-align: center;" |  
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{| 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]]
 +
| 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]]  
−
[[ProDon:Lexicon|Lexicon]]  
+
| 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]]
 +
| Coming soon
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
−
[[Common functions:Web Update|Web Update]]  
+
| 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.  
+
|-
 +
| 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>
−
2012/07/27
 
  
−
|
+
== Transaction processing and Deposit loop  ==
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
  
 +
{| 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]]  
−
[[Common functions:Restoring Data|Restoring Data]]  
+
| Procedure to credit a transaction.
−
 
 
−
|  
 
−
Procedure to perform a data restore.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to enter the number of hours worked (e.g. volunteer work).
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''2'''
+
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Procedure that explains how to validate and transfer a transaction batch.
−
==== Configuration  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
| Procedure for the issuance of receipts following transactions entry.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
[[ProDon:Campaign Management|Campaign Management]]  
+
| Procedure for the issuance of documents following the entry of transactions.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
[[ProDon:Characteristic Management|Characteristic Management]]  
+
| Procedure to cancel a transaction and to understand the impact on the reports.
−
 
 
−
|  
 
−
Procedure to create, manage and use characteristics.  
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.7
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
[[ProDon:Origin Code Management|Origin Code Management]]  
+
| Procedure to cancel, reissue or reprint receipts.
−
 
 
−
|  
 
−
Procedure to create origin codes.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.27
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
−
[[ProDon:Chart of Account Management|Chart of Account Management]]  
+
| Procedure to view the list of issued and/or cancelled receipts.
  
−
|  
+
|}
−
Procedure to create General Ledger accounts.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.7.27
 
  
−
|
+
== 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:Payment Method Management|Payment Method Management]]  
+
| Procedure to add a client
−
 
 
−
|  
 
−
Procedure to create payment methods.
 
−
 
 
−
|
 
−
2012/09/14
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.27
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Client Management|Client Management]]  
−
[[ProDon:Period Management|Period Management]]  
+
| Explanations on the elements present in the client management and in the client file.
−
 
 
−
|  
 
−
Procedure to create, manage and use periods.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" |[[ProDon:Client File|Client file]]
−
[[ProDon:Region Management|Region Management]]  
+
| Document describing the tabs of the customer record.
−
 
 
−
|
 
−
Procedure to create, manage and use regions.
 
−
 
 
−
|
 
−
2011/07/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
[[ProDon:Summary Management|Summary Management]]  
+
| Document describing the client file tabs.
−
 
 
−
|
 
−
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:Relations|Relations]]  
−
[[ProDon:User Management|User Management]]  
+
| Procedure explaining the relation concept and the relation management.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
| Procedure to search and eliminate duplicates.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
[[ProDon:Preferences|Preferences]]  
+
| Procedure to eliminate a known duplicate.
 +
|}
  
−
|
+
<br>
−
Explanations on the user and the system preferences of '''''ProDon'''''.
 
  
−
|
+
== Couple management  ==
−
2012/02/07
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.5
 
−
 
 
−
|
 
−
Active
 
  
 +
{| 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
−
[[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.
 
−
 
 
−
|
 
−
2011/11/25
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.5
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
−
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
+
|Coming soon
 +
|}
  
−
|
+
== Multi-management / Information extraction  ==
−
Comparison and use of the 3 customization methods.
 
−
 
 
−
|
 
−
2012/08/09
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[Common functions:View Management|View Management]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to configure views in the different managements.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''3'''
+
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Explanations on the use of these fields.
−
==== Receipts  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Search Bar|Search Bar]]  
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
| Explanations on the search bar.
−
 
 
−
|  
 
−
Explanations on the settings relating to receipts.
 
−
 
 
−
|
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
| Explanations on the "Filter Data" tool.
−
 
 
−
|
 
−
Procedure to configure a standard type receipt.
 
−
 
 
−
|
 
−
2011/10/19
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.5.6.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
+
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
−
 
 
−
|
 
−
Procedure to configure a '''''Word''''' type receipt.
 
−
 
 
−
|
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
+
| Explanations on how to create and use customized lists.
−
 
 
−
|  
 
−
Procedure to configure a thank-you letter integrated to a receipt.
 
−
 
 
−
|
 
−
2011/10/19
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]  
+
| Procedure to configure and use custom reports.
−
 
 
−
|  
 
−
Procedure for the issuance of receipts following transactions entry.  
 
−
 
 
−
|
 
−
2011/09/29
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.11
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
+
| Explanations concerning the use of summaries in the histories
−
 
 
−
|  
 
−
Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
−
 
 
−
|
 
−
2012/06/08
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.10<br>
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
−
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
+
|Explanations concerning the use of analysis grid in the histories.
−
 
 
−
|  
 
−
Procedure to view the list of issued and/or cancelled receipts.<br>
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.10
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]  
−
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
+
| Procedure to manage tasks and history, as well as reminders.
−
 
+
|}
−
|  
 
−
Procedure to cancel, reissue or reprint receipts.  
 
−
 
 
−
|
 
−
2012/06/29
 
−
 
 
−
|  
 
−
1
 
  
−
|
+
<br>
−
4.6.7.20
 
  
−
|
+
== Mass mailing and master documents  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to create master documents integrated to '''''ProDon'''''.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''4'''  
+
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Procedure to create a new master document based on a '''''ProDon''''' master document.
−
==== Client  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
[[ProDon:Client Management|Client Management]]  
+
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
−
 
 
−
|  
 
−
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:Mass Mailing|Mass Mailing]]  
−
[[ProDon:Contacts and Links|Contacts and Links]]  
+
| Procedure for the use of the mass mailing functions.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Mailing History|Mailing History]]  
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
+
| Procedure for the configuration, the creation and the use of mailings.
−
 
 
−
|  
 
−
Procedure to search and eliminate duplicates.
 
−
 
 
−
|
 
−
2011/06/28
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
−
 
 
−
|  
 
−
Procedure to eliminate a known duplicate.
 
−
 
 
−
|
 
−
2011/10/04
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.13
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''5'''  
+
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
−
==== Transactions, Occasions and Batch Processing  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
−
 
 
−
|
 
−
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
−
 
 
−
|
 
−
2011/11/15
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.5.6.13
 
  
−
|
+
== Available modules  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
[[ProDon:Transaction Logging|Transaction Logging]]  
+
| Configuration and use of importation modules to import data from '''''CSV''''' files.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
| Procedure for the configuration and the entry of beneficiary type transaction.
−
 
 
−
|  
 
−
Procedure explaining the entry of expenditure transactions.  
 
−
 
 
−
|
 
−
2012/02/16
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.10
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
+
| Coming soon
−
 
 
−
|  
 
−
Coming soon  
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
+
| Coming soon
−
 
+
|}
−
|
 
−
Procedure for the issuance of documents following the entry of transactions.
 
−
 
 
−
|  
 
−
2011/10/19
 
−
 
 
−
|  
 
−
1
 
  
−
|
+
<br>
−
4.6.5.13
 
  
−
|
+
== Multiuser module  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:User Management|Creating a new user]]  
−
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
+
| Coming soon
−
 
 
−
|  
 
−
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:User Management|Creating a new user group]]  
−
[[ProDon:Participant Management|Participant Management]]  
+
| Coming soon
−
 
 
−
|
 
−
Procedure to configure and use the notion of participant.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
−
[[ProDon:Item Management|Item Management]]  
+
| Procedure explaining the visibility and accessibility options.
−
 
 
−
| Coming soon
 
−
|
 
−
|
 
−
|
 
−
|  
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
+
| Procedure explaining how to copy user preferences to another user.
−
 
 
−
|  
 
−
Procedure to cancel a transaction and to understand the impact on the reports.  
 
−
 
 
−
|
 
−
2011/11/25
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.6.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Change_user_password|Change a user password]]
−
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
| 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>
−
Procedure to credit a transaction.
 
  
−
|
+
== Imports module  ==
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.23
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
−
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
+
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
−
 
 
−
|  
 
−
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" | Address import
−
{| 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" | Means of communication import
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Coming soon
−
==== Search, Query and Information Extraction  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
−
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
+
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
−
 
 
−
|  
 
−
Explanations on the use of these fields.  
 
−
 
 
−
|
 
−
2011/07/12
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Receipts import
−
[[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:Importation Modules|Commitment import]]  
−
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
+
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
−
 
 
−
|
 
−
Explanations on the "Filter Data" tool.
 
−
 
 
−
|
 
−
2011/08/12
 
−
 
 
−
|  
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Tasks import
−
[[ProDon:Customized Lists|Customized Lists]]
+
| Coming soon
−
 
+
|}
−
|  
 
−
Explanations on how to create and use customized lists.
 
−
 
 
−
|  
 
−
2012/07/13
 
−
 
 
−
|
 
−
1
 
  
−
|
+
<br>
−
4.6.6.18
 
  
−
|
+
== Commitments module  ==
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Procedure to enter the information of your prospects
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''7'''
+
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
| Procedure to manage commitments and explanation of each type of commitments.
−
==== Mass Mailing and Master Documents  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | Procedure to generate commitment transactions 
−
[[ProDon:Master Document Management|Master Document Management]]
+
| Coming soon
−
 
 
−
|  
 
−
Procedure to create master documents integrated to '''''ProDon'''''.
 
−
 
 
−
|  
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.6
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
+
| Procedure to guide you with entering commitment by objective.
−
 
 
−
|  
 
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
−
 
 
−
|
 
−
2011/07/21
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.6
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
+
| Procedure to guide you with entering automatic commitments.
−
 
 
−
|  
 
−
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:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
[[ProDon:Mass Mailing|Mass Mailing]]  
+
| Procedure to guide you with automatic type Commitment transactions
−
 
 
−
|  
 
−
Procedure for the use of the mass mailing functions.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.8
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
[[ProDon:Mailing History|Mailing History]]  
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.  
−
 
 
−
|  
 
−
Procedure for the configuration, the creation and the use of mailings.  
 
−
 
 
−
|
 
−
2011/09/26
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.10
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
+
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.  
−
 
 
−
|  
 
−
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" | Commitment by objective
−
[[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
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
4.6.5.7
 
−
 
 
−
|  
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
+
| Procedure for generating reports with commitments.
−
 
 
−
|  
 
−
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: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%" | '''8'''
+
| 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.
−
==== Multi-management  ====
+
|}
  
−
|}
+
<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]]  
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
+
| Procedure to help with the processing of bank rejects.
 +
|}
  
−
|
+
== Online donation module  ==
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
−
 
 
−
|
 
−
2011/08/30
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.5
 
−
 
 
−
|
 
−
Active
 
  
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 +
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 +
|-
 +
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
 +
| Explanations on how to create a Web form.
 
|-
 
|-
−
| [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management - Customer Relationship Management (CRM)]]<br>
+
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
|  
+
| Explanations on how to configure the customizations of a Web form.
−
Procedure to manage tasks and history, as well as reminders.
 
−
 
 
−
|
 
−
2012/07/31
 
−
 
 
−
| <br>
 
−
|
 
−
4.6.7.23
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
[[Common functions:View Management|View Management]]  
+
| Explanations on how to configure the labels of a Web form.
−
 
 
−
|  
 
−
Procedure to configure views in the different managements.
 
−
 
 
−
|
 
−
2012/07/27
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.7.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |  
+
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
| Explanations on how to import donations online.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''9'''
+
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |  
+
| Explanations on how to view imported online donations.
−
==== Analysis and Reports  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
[[ProDon:Custom Reports|Custom Reports]]<br>
+
| Explanations on how to find the hyperlink of a Web form.
−
 
 
−
|  
 
−
Procedure to configure and use custom reports.
 
−
 
 
−
|
 
−
2011/08/17
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.6.5.8
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
[[ProDon:Analysis Summary|Analysis Summary]]  
+
| Explanations on the possible fields and values of the Web forms.
−
 
 
−
|  
 
−
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: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%" | '''10'''
+
| 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.
−
==== Add-on Modules (requires purchase of corresponding modules)  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
  
−
|
+
== E-mail blast module  ==
−
Coming soon
 
  
−
| <br>
+
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
[[ProDon:Importation Modules|Importation Modules]]  
+
| Procedure to add and modify an E-mail Blast master document.
−
 
+
|-
−
|  
+
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.  
+
| Procedure to prepare a distribution list.
−
 
 
−
|  
 
−
2011/04/07
 
−
 
 
−
|  
 
−
24
 
−
 
 
−
|  
 
−
4.6.3.24
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
+
| Procedure to configure the mailing of an E-mail Blast.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
[[ProDon:Prospecting and Commitments Module|Prospecting and Commitments Module]]  
+
| Procedure to view the mailing statistics of an E-mail Blast.
 +
|}
  
−
|
+
<br>
−
Coming soon
 
  
−
| <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:Electronic Transaction Module - Optimal|Electronic Transaction Module]]  
+
| Procedure to configure the eReceipt options in client files and transaction.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
|
 
−
|
 
−
|
 
−
|  
 
 
|-
 
|-
−
|  
+
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
−
[[ProDon:Invoicing Module|Invoicing Module]]  
+
|Procedure to configure thank-you email.
−
 
 
−
|
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|Sending eReceipt
−
[[ProDon:Multi-organization Module|Multi-organization 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%" | '''11'''
 
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
 
−
==== Online Donation 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]
−
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>
+
|-
−
 
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
|  
+
|-
−
Explanations on how to configure the IMakeAnOnlineDonation home page and website.  
+
|[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]
−
2013/07/10
 
−
 
 
−
|  
 
−
1
 
−
 
 
−
|  
 
−
4.6.9.21
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
[[ProDon:Creating a Web Form|Creating a Web Form]]<br>
 
−
 
 
−
|
 
−
Explanations on how to create a Web form.  
 
−
 
 
−
|
 
−
2013/07/27
 
−
 
 
−
|
 
−
1  
 
−
 
 
−
|
 
−
4.6.9.20
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
 
−
 
 
−
|
 
−
Explanations on how to configure the customizations of a Web form.  
 
−
 
 
−
|
 
−
2013/09/26
 
−
 
 
−
|
 
−
1  
 
−
 
 
−
|
 
−
4.6.9.20
 
−
 
 
−
|
 
−
Active
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
−
[[ProDon:Label Configuration|Label Configuration]]<br>
 
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
−
[[ProDon:Importing Donations|Importing Donations]]  
 
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <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:Viewing Donations|Viewing Donations]]<br>
 
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <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:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
 
−
 
 
−
|
 
−
Coming soon<br>
 
−
 
 
−
| <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:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 
−
 
 
−
|
 
−
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%" | '''12'''
+
| 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" |
 
−
==== E-mail Blast Module (requires purchase of the module)<br>  ====
 
−
 
 
 
|}
 
|}
  
−
|-
+
== Documents ==
−
|
 
−
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
 
  
−
|
+
=== Technical documents  ===
−
Coming soon
 
  
−
| <br>
+
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
−
| <br>
+
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
| <br>
+
|Hardware and software requirements for Logilys applications.
−
| <br>
+
|-
 +
|[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]]  
−
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
+
| Frequently asked questions concerning the PCI Standards.
−
 
 
−
|  
 
−
Coming soon
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
−
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
+
| Coming soon
−
 
 
−
|  
 
−
Coming soon  
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
|  
+
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
−
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
+
| Coming soon
−
 
 
−
|  
 
−
Coming soon  
 
−
 
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
 
|-
 
|-
−
| 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%" | '''13'''
+
|[[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.
−
==== Appendix A - Technical Documents  ====
 
−
 
 
 
|}
 
|}
  
 +
=== 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]]  
−
[[ProDon:FAQ - Norme PCI|FAQ - Norme PCI]]<br>
+
| Training plan E-mail Blast module.
−
 
 
−
|  
 
−
Foire aux questions sur la norme PCI.  
 
−
 
 
−
|
 
−
2014/01/06
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
s.o.
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
[[Fonctions communes:Retirer la source de données|Retirer la source de données d'un document maître]]  
+
| Training plan Online donation module.
−
 
+
|}
−
|
 
−
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
 
  
 +
=== Training Documents(PDF) ===
 +
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
|  
+
|Report Occasion results - Annual campaign
−
[[Fonctions communes:Sauvegarde de données automatisée par une tâche planifiée|Sauvegarde de données automatisée par une tâche planifiée]]
+
|Coming soon. Example of a report of a donation occasion results.  
−
 
 
−
|
 
−
Création et configuration d'une tâche planifiée pour automatiser la sauvegarde de données quotidienne.  
 
−
 
 
−
|
 
−
2009/04/23
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
4.0.4.0
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
|Report Occasion results - Fundraising cocktail party
−
[[Fonctions communes:VPN et performance|VPN et performance]]
+
|Coming soon. Example of a report of a donation occasion results.  
−
 
+
|}
−
|
 
−
Explications relatives aux performances d'une connexion VPN.  
 
−
 
 
−
|
 
−
s.o.  
 
−
 
 
−
|  
 
−
1
 
  
−
|
+
=== Policies ===
−
s.o.
 
−
 
 
−
|
 
−
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.
 
|-
 
|-
−
| bgcolor="#ffff80" colspan="6" |
+
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
{| width="100%" border="0" cellspacing="0" cellpadding="0"
+
|Confidentiality policy of our websites.
 
|-
 
|-
−
| width="1%" bgcolor="#ffff80" style="text-align: center;border:0;font-size:116%" | '''14'''
+
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
| bgcolor="#ffff80" style="text-align: left;border:0" |
+
|Logilys community regulations.
−
==== Training Plans  ====
 
−
 
 
−
|}
 
−
 
 
 
|-
 
|-
−
|  
+
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
[[Fonctions communes:Plan de formation - Module PubliCourriel|Module PubliCourriel]]<br>
+
|Commitment policy of confidentiality regarding your data.
−
 
 
−
|
 
−
Plan de formation du module PubliCourriel.  
 
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|  
 
−
s.o.  
 
−
 
 
−
|
 
−
En vigueur
 
−
 
 
 
|-
 
|-
−
|  
+
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
−
[[ProDon:Plan de formation - Module Dons en ligne|Module Dons en ligne]]
+
|Logilys Sofware Licence Agreement ("SLA")
 +
|}
  
−
|
+
<br>
−
Plan de formation du module Dons en ligne.
+
{{Footer_ProDon}}<br>
−
 
 
−
|
 
−
2014/03/20
 
−
 
 
−
|
 
−
1
 
−
 
 
−
|
 
−
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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