Difference between revisions of "ProDon:Table of Contents"
| Line 108: | Line 108: | ||
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| − | | Client management<br> | + | | Client management<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 115: | Line 115: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | Researching and eliminating duplicates | + | | Researching and eliminating duplicates |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 122: | Line 122: | ||
| | | | ||
|- | |- | ||
| − | | Merge and delete a client | + | | Merge and delete a client |
| − | | Coming soon | + | | Coming soon |
| | | | ||
| | | | ||
| Line 133: | Line 133: | ||
|- | |- | ||
| − | | Donation occasion management<br> | + | | Donation occasion management<br> |
| Coming soon<br> | | Coming soon<br> | ||
| <br> | | <br> | ||
| Line 140: | Line 140: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | Transaction logging | + | | Transaction logging |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 147: | Line 147: | ||
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|- | |- | ||
| − | | Processing receipts to be issued | + | | Processing receipts to be issued |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 154: | Line 154: | ||
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|- | |- | ||
| − | | Processing documents to be issued | + | | Processing documents to be issued |
| − | | Coming soon | + | | Coming soon |
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| Line 161: | Line 161: | ||
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|- | |- | ||
| − | | In Memoriam gifts | + | | In Memoriam gifts |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 168: | Line 168: | ||
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|- | |- | ||
| − | | Participant management | + | | Participant management |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 175: | Line 175: | ||
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|- | |- | ||
| − | | Cancelling a transaction | + | | Cancelling a transaction |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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|- | |- | ||
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| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 200: | Line 200: | ||
| Active<br> | | Active<br> | ||
|- | |- | ||
| − | | Search bar | + | | Search bar |
| − | | Coming soon | + | | Coming soon |
| | | | ||
| | | | ||
| Line 207: | Line 207: | ||
| | | | ||
|- | |- | ||
| − | | Filter information (queries) | + | | Filter information (queries) |
| − | | Coming soon | + | | Coming soon |
| | | | ||
| | | | ||
| Line 214: | Line 214: | ||
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|- | |- | ||
| − | | View management | + | | View management |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 221: | Line 221: | ||
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|- | |- | ||
| − | | Customized lists | + | | Customized lists |
| − | | Coming soon | + | | Coming soon |
| | | | ||
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| Line 232: | Line 232: | ||
|- | |- | ||
| − | | | + | | Master document management |
| − | | <br> | + | | Coming soon<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
| Line 239: | Line 239: | ||
| <br> | | <br> | ||
|- | |- | ||
| − | | | + | | Duplicate a master document |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 246: | Line 246: | ||
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|- | |- | ||
| − | | | + | | Integrating a Word document in the database |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 253: | Line 253: | ||
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|- | |- | ||
| − | | | + | | Mass mailing |
| − | | | + | | Coming soon |
| | | | ||
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| Line 260: | Line 260: | ||
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|- | |- | ||
| − | | | + | | Mailing history |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 267: | Line 267: | ||
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|- | |- | ||
| − | | | + | | Labels or envelopes Word 2002-2003 |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 274: | Line 274: | ||
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|- | |- | ||
| − | | | + | | Labels or envelopes Word 2007 |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 281: | Line 281: | ||
| | | | ||
|- | |- | ||
| − | | | + | | Labels or envelopes Word 2010 |
| − | | | + | | Coming soon |
| | | | ||
| | | | ||
| Line 290: | Line 290: | ||
| bgcolor="#ffff80" colspan="6" | | | bgcolor="#ffff80" colspan="6" | | ||
|- | |- | ||
| − | | | + | | Default values<br> |
| − | | <br> | + | | Coming soon<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
| <br> | | <br> | ||
| <br> | | <br> | ||
| + | |- | ||
| + | | Exporting and merging data | ||
| + | | Coming soon | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | |- | ||
| + | | Task and history management (CRM) | ||
| + | | Coming soon | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | | | ||
|- | |- | ||
| bgcolor="#ffff80" colspan="6" | | | bgcolor="#ffff80" colspan="6" | | ||
| Line 301: | Line 315: | ||
|- | |- | ||
| − | | | + | | Customized reports<br> |
| − | | <br> | + | | Coming soon<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
| <br> | | <br> | ||
| <br> | | <br> | ||
| + | |- | ||
| + | | Analysis summary | ||
| + | | Coming soon | ||
| + | | | ||
| + | | | ||
| + | | | ||
| + | | | ||
|- | |- | ||
| bgcolor="#ffff80" colspan="6" | | | bgcolor="#ffff80" colspan="6" | | ||
Revision as of 16:38, 20 July 2011
Here is the table of contents of the ProDon help documentation. You can find the document you are looking for using the list, or search with our "Search tool" accessible from the left menu.
| Title | Description | Revision | Rev. no. | Version | Status |
|---|---|---|---|---|---|
ContentsUnclassified | |||||
| Lexicon | Coming soon | ||||
| Web Update |
Procedure to update your application. | 2011/06/14 | 1 | 4.6.5.5 | Active |
| Save data | Procedure to perform a data backup. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Restore data | Procedure to perform a data restore. | 2011/07/12 | 1 | 4.6.5.5 | Active |
Configuration | |||||
| Characteristic management | Coming soon | ||||
| Period management | Coming soon | ||||
| Region management | Procedure to create, manage and use regions. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Summary management | Coming soon | ||||
| User management | Coming soon | ||||
| Drop-down dynamic lists | Coming soon | ||||
| Preferences | Coming soon | ||||
| Receipts | Coming soon | ||||
Client | |||||
| Client management |
Coming soon |
|
|
|
|
| Researching and eliminating duplicates | Coming soon | ||||
| Merge and delete a client | Coming soon | ||||
Transaction, occasion and batch processing | |||||
| Donation occasion management |
Coming soon |
|
|
|
|
| Transaction logging | Coming soon | ||||
| Processing receipts to be issued | Coming soon | ||||
| Processing documents to be issued | Coming soon | ||||
| In Memoriam gifts | Coming soon | ||||
| Participant management | Coming soon | ||||
| Cancelling a transaction | Coming soon | ||||
| Coming soon | |||||
Search, query and information extraction | |||||
| Client and individual vs other fields | Explanations on the use of these fields. |
2011/07/12 |
1 |
4.6.5.5 |
Active |
| Search bar | Coming soon | ||||
| Filter information (queries) | Coming soon | ||||
| View management | Coming soon | ||||
| Customized lists | Coming soon | ||||
Mass mailing and master documents | |||||
| Master document management | Coming soon |
|
|
|
|
| Duplicate a master document | Coming soon | ||||
| Integrating a Word document in the database | Coming soon | ||||
| Mass mailing | Coming soon | ||||
| Mailing history | Coming soon | ||||
| Labels or envelopes Word 2002-2003 | Coming soon | ||||
| Labels or envelopes Word 2007 | Coming soon | ||||
| Labels or envelopes Word 2010 | Coming soon | ||||
| Default values |
Coming soon |
|
|
|
|
| Exporting and merging data | Coming soon | ||||
| Task and history management (CRM) | Coming soon | ||||
Analysis and reports | |||||
| Customized reports |
Coming soon |
|
|
|
|
| Analysis summary | Coming soon | ||||
Add-on Modules (requires purchasing of corresponding modules) | |||||
| Importation modules | Configuration and use of importation modules to import data from CSV files. | 2011/04/07 | 24 | 4.6.3.24 | Active |
Appendix A - Technical documents | |||||
| coming soon | |
|
|
|
|
Document name: ProDon:Table of Contents
