Difference between revisions of "ProDon:Table of Contents"
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==== Mass mailing and master documents ==== | ==== Mass mailing and master documents ==== | ||
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| [[ProDon:Master document management|Master Document Management]] | | [[ProDon:Master document management|Master Document Management]] | ||
| Procedure to create master documents integrated to '''''ProDon'''''.<br> | | Procedure to create master documents integrated to '''''ProDon'''''.<br> | ||
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| 1<br> | | 1<br> | ||
| 4.6.5.6<br> | | 4.6.5.6<br> | ||
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| [[ProDon:Duplicate a master document|Duplicating a Master Document]] | | [[ProDon:Duplicate a master document|Duplicating a Master Document]] | ||
| Procedure to create a new master document based on a '''''ProDon''''' master document. | | Procedure to create a new master document based on a '''''ProDon''''' master document. | ||
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| 4.6.5.6 | | 4.6.5.6 | ||
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| [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' Document in the Database]] | | [[ProDon:Integrating a master document in the database|Integrating a '''''Word''''' Document in the Database]] | ||
| Procedure to integrate an existing '''''Word''''' document as master document in the database. | | Procedure to integrate an existing '''''Word''''' document as master document in the database. | ||
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| 4.6.5.7 | | 4.6.5.7 | ||
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| [[ProDon:Mass mailing|Mass Mailing]] | | [[ProDon:Mass mailing|Mass Mailing]] | ||
| Procedure for the use of the mass mailing functions.<br> | | Procedure for the use of the mass mailing functions.<br> | ||
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| 4.6.5.8 | | 4.6.5.8 | ||
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| [[ProDon:Mailing history|Mailing History]] | | [[ProDon:Mailing history|Mailing History]] | ||
| Coming soon | | Coming soon | ||
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| [[ProDon:Labels or envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | | [[ProDon:Labels or envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | ||
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003. | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003. | ||
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| 4.6.5.7 | | 4.6.5.7 | ||
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| [[ProDon:Labels or envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] | | [[ProDon:Labels or envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] | ||
| Procedure to create labels or envelopes master documents if your '''''Word'''''version is from 2007. | | Procedure to create labels or envelopes master documents if your '''''Word'''''version is from 2007. | ||
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| 4.6.5.7 | | 4.6.5.7 | ||
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| [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] | | [[ProDon:Labels or envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] | ||
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br> | | Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.<br> | ||
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| 4.6.5.7 | | 4.6.5.7 | ||
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| − | | bgcolor="#ffff80" colspan="6" | | + | | bgcolor="#ffff80" colspan="6" |
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| [[ProDon:Default values|Default Values]]<br> | | [[ProDon:Default values|Default Values]]<br> | ||
| Coming soon<br> | | Coming soon<br> | ||
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| [[Common functions:Exporting and merging data|Exporting and Merging Data]] | | [[Common functions:Exporting and merging data|Exporting and Merging Data]] | ||
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document. | | Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document. | ||
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| 4.6.5.5 | | 4.6.5.5 | ||
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| [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]] | | [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]] | ||
| Coming soon | | Coming soon | ||
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==== Analysis and reports ==== | ==== Analysis and reports ==== | ||
Revision as of 11:22, 2 September 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 |
| Saving Data | Procedure to perform a data backup. | 2011/07/12 | 1 | 4.6.5.5 | Active |
| Restoring Data | Procedure to perform a data restore. | 2011/07/12 | 1 | 4.6.5.5 | Active |
Configuration | |||||
| Characteristic Management | Coming soon | ||||
| Period Management | Procedure to create, manage and use periods. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| 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 |
Explanations on the elements present in the client management and in the client file. |
2011/08/12 |
1 |
4.6.5.7 |
Active |
| Contacts and Links | Coming soon | ||||
| Researching and Eliminating Duplicates | Procedure to research and eliminate duplicates. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Merging and Deleting a Client | Coming soon | ||||
Transaction, occasion and batch processing | |||||
| Donation Occasion Management |
Coming soon |
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| Transaction Logging | Coming soon | ||||
| Different Clients of a Transaction | Coming soon | ||||
| Processing Receipts to be Issued | Coming soon | ||||
| Processing Documents to be Issued | Coming soon | ||||
| In Memoriam Gifts | Procedure for the configuration, the entry and the follow-up of In Memoriam gifts. | 2011/08/30 | 1 | 4.6.5.5 | Active |
| Participant Management | Procedure to configure and use the notion of participant. | 2011/07/21 | 1 | 4.6.5.5 | Active |
| Cancelling a Transaction | Coming soon | ||||
| Steps on How to Make a Deposit | 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 | Explanations on the search bar. | 2011/07/22 | 1 | 4.6.5.7 | Active |
| Filter Data (Queries) | Explanations on the "Filter Data" tool. |
2011/08/12 | 1 | 4.6.5.5 | Active |
| View Management | Coming soon | ||||
| Customized Lists | Coming soon | ||||
Mass mailing and master documents | |||||
| Master Document Management | Procedure to create master documents integrated to ProDon. |
2011/08/30 |
1 |
4.6.5.6 |
Active |
| Duplicating a Master Document | Procedure to create a new master document based on a ProDon master document. | 2011/07/21 | 1 | 4.6.5.6 | Active |
| Integrating a Word Document in the Database | Procedure to integrate an existing Word document as master document in the database. | 2011/08/30 | 1 | 4.6.5.7 | Active |
| Mass Mailing | Procedure for the use of the mass mailing functions. |
2011/08/30 | 1 | 4.6.5.8 | Active |
| Mailing History | Coming soon | ||||
| Labels or Envelopes Word 2002-2003 | 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 |
| Labels or Envelopes Word 2007 | Procedure to create labels or envelopes master documents if your Wordversion is from 2007. | 2011/08/30 | 1 | 4.6.5.7 | Active |
| Labels or Envelopes Word 2010 | 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" | |||||
| Default Values |
Coming soon |
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| Exporting and Merging Data | Procedure to export a grid from ProDon to a Word, Excel or Text document. | 2011/08/30 | 1 | 4.6.5.5 | Active |
| Task and History Management (CRM) | Coming soon | ||||
| bgcolor="#ffff80" colspan="6" |
Analysis and reports | ||||
| Custom Reports |
Coming soon |
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| Analysis Summary | Explanations concerning the use of summaries in "Analysis and history". | 2011/08/30 | 1 | 4.6.5.8 | Active |
Add-on Modules (requires purchasing of corresponding modules) | |||||
| Accounting Integration Module | Coming soon | ||||
| Importation Modules | Configuration and use of importation modules to import data from CSV files. | 2011/04/07 | 24 | 4.6.3.24 | Active |
| Beneficiary Module | Coming soon | ||||
| Prospecting and Commitment Module | Coming soon | ||||
| Invoicing Module | Coming soon | ||||
| E-Mail Blast Module | Coming soon | ||||
Appendix A - Technical documents | |||||
| coming soon | |
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Document name: ProDon:Table of Contents
