Difference between revisions of "ProDon:Table of Contents"

From Logilys
Jump to: navigation, search
Line 69: Line 69:
 
| Active
 
| Active
 
|-
 
|-
| Summary management  
+
| [[ProDon:Summary_management|Summary management]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 76: Line 76:
 
|  
 
|  
 
|-
 
|-
| User management  
+
| [[ProDon:User_management|User management]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 90: Line 90:
 
|  
 
|  
 
|-
 
|-
| Preferences  
+
| [[ProDon:Preferences|Preferences]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 97: Line 97:
 
|  
 
|  
 
|-
 
|-
| Receipts  
+
| [[ProDon:Receipts|Receipts]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 108: Line 108:
  
 
|-
 
|-
| Client management<br>  
+
| [[ProDon:Client_management|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  
 
|  
 
|  
Line 122: Line 122:
 
|  
 
|  
 
|-
 
|-
| Merge and delete a client  
+
| [[ProDon:Merging_and_deleting_a_client|Merging and deleting a client]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 133: Line 133:
  
 
|-
 
|-
| Donation occasion management<br>  
+
| [[ProDon:Donation_occasion_management|Donation occasion management]]<br>  
 
| Coming soon<br>  
 
| Coming soon<br>  
 
| <br>  
 
| <br>  
Line 140: Line 140:
 
| <br>
 
| <br>
 
|-
 
|-
| Transaction logging  
+
| [[ProDon:Transaction_logging|Transaction logging]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 147: Line 147:
 
|  
 
|  
 
|-
 
|-
| Processing receipts to be issued  
+
| [[ProDon:Processing_receipts_to_be_issued|Processing receipts to be issued]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 154: Line 154:
 
|  
 
|  
 
|-
 
|-
| Processing documents to be issued  
+
| [[ProDon:Processing_documents_to_be_issued|Processing documents to be issued]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 175: Line 175:
 
|  
 
|  
 
|-
 
|-
| Cancelling a transaction  
+
| [[ProDon:Cancelling_a_transaction|Cancelling a transaction]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 221: Line 221:
 
|  
 
|  
 
|-
 
|-
| Customized lists  
+
| [[ProDon:Customized_lists|Customized lists]]
 
| Coming soon  
 
| Coming soon  
 
|  
 
|  
Line 232: Line 232:
  
 
|-
 
|-
| Master document management
+
| Master document management  
 
| Coming soon<br>  
 
| Coming soon<br>  
 
| <br>  
 
| <br>  
Line 239: Line 239:
 
| <br>
 
| <br>
 
|-
 
|-
| Duplicate a master document
+
| Duplicate a master document  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 246: Line 246:
 
|  
 
|  
 
|-
 
|-
| Integrating a Word document in the database
+
| Integrating a Word document in the database  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 253: Line 253:
 
|  
 
|  
 
|-
 
|-
| Mass mailing
+
| [[ProDon:Mass_mailing|Mass mailing]]
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 260: Line 260:
 
|  
 
|  
 
|-
 
|-
| Mailing history
+
| Mailing history  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 267: Line 267:
 
|  
 
|  
 
|-
 
|-
| Labels or envelopes Word 2002-2003
+
| Labels or envelopes Word 2002-2003  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 274: Line 274:
 
|  
 
|  
 
|-
 
|-
| Labels or envelopes Word 2007
+
| Labels or envelopes Word 2007  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 281: Line 281:
 
|  
 
|  
 
|-
 
|-
| Labels or envelopes Word 2010
+
| Labels or envelopes Word 2010  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 290: Line 290:
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  
 
|-
 
|-
| Default values<br>
+
| Default values<br>  
 
| Coming soon<br>  
 
| Coming soon<br>  
 
| <br>  
 
| <br>  
Line 297: Line 297:
 
| <br>
 
| <br>
 
|-
 
|-
| Exporting and merging data
+
| Exporting and merging data  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 304: Line 304:
 
|  
 
|  
 
|-
 
|-
| Task and history management (CRM)
+
| Task and history management (CRM)  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  
Line 315: Line 315:
  
 
|-
 
|-
| Customized reports<br>
+
| Customized reports<br>  
 
| Coming soon<br>  
 
| Coming soon<br>  
 
| <br>  
 
| <br>  
Line 322: Line 322:
 
| <br>
 
| <br>
 
|-
 
|-
| Analysis summary
+
| Analysis summary  
| Coming soon
+
| Coming soon  
 
|  
 
|  
 
|  
 
|  

Revision as of 08:52, 21 July 2011

Template:Header ProDon

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

Unclassified

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
Merging and deleting 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