Difference between revisions of "ProDon:Table of Contents"

From Logilys
Jump to: navigation, search
m
m (Undo revision 2252 by Jfontaine (Talk))
Line 18: Line 18:
 
| [[ProDon:Lexicon|Lexicon]]  
 
| [[ProDon:Lexicon|Lexicon]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[Common functions:Web Update|Web Update]]<br>  
 
| [[Common functions:Web Update|Web Update]]<br>  
Line 50: Line 50:
 
| [[ProDon:Characteristic management|Characteristic Management]]  
 
| [[ProDon:Characteristic management|Characteristic Management]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Period management|Period Management]]  
 
| [[ProDon:Period management|Period Management]]  
Line 71: Line 71:
 
| [[ProDon:Summary management|Summary Management]]  
 
| [[ProDon:Summary management|Summary Management]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:User management|User Management]]  
 
| [[ProDon:User management|User Management]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[Common functions:Drop-down dynamic lists|Drop-down Dynamic Lists]]  
 
| [[Common functions:Drop-down dynamic lists|Drop-down Dynamic Lists]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Preferences|Preferences]]  
 
| [[ProDon:Preferences|Preferences]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Receipts|Receipts]]  
 
| [[ProDon:Receipts|Receipts]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  
Line 117: Line 117:
 
| [[ProDon:Contacts and Links|Contacts and Links]]  
 
| [[ProDon:Contacts and Links|Contacts and Links]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Researching and eliminating duplicates|Researching and Eliminating Duplicates]]  
 
| [[ProDon:Researching and eliminating duplicates|Researching and Eliminating Duplicates]]  
Line 131: Line 131:
 
| [[ProDon:Merging and deleting a client|Merging and Deleting a Client]]  
 
| [[ProDon:Merging and deleting a client|Merging and Deleting a Client]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  
Line 149: Line 149:
 
| [[ProDon:Transaction logging|Transaction Logging]]  
 
| [[ProDon:Transaction logging|Transaction Logging]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
| [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Processing receipts to be issued|Processing Receipts to be Issued]]  
 
| [[ProDon:Processing receipts to be issued|Processing Receipts to be Issued]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Processing documents to be issued|Processing Documents to be Issued]]  
 
| [[ProDon:Processing documents to be issued|Processing Documents to be Issued]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
 
| [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
Line 191: Line 191:
 
| [[ProDon:Cancelling a transaction|Cancelling a Transaction]]  
 
| [[ProDon:Cancelling a transaction|Cancelling a Transaction]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| Steps on How to Make a Deposit  
 
| Steps on How to Make a Deposit  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  
Line 230: Line 230:
 
| [[Common functions:View management|View Management]]  
 
| [[Common functions:View management|View Management]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Customized lists|Customized Lists]]  
 
| [[ProDon:Customized lists|Customized Lists]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  
 
==== Mass mailing and master documents  ====
 
==== Mass mailing and master documents  ====
  
−
|- | [[ProDon:Master document management|Master Document Management]] | Procedure to create master documents integrated to '''''ProDon'''''.<br> | 2011/08/30<br> | 1<br> | 4.6.5.6<br> | Active<br> |- | [[ProDon:Duplicate a master document|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 |- | [[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. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[ProDon:Mass mailing|Mass Mailing]] | Procedure for the use of the mass mailing functions.<br> | 2011/08/30 | 1 | 4.6.5.8 | Active |- | [[ProDon:Mailing history|Mailing History]] | Coming soon | | | | |- | [[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. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[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. | 2011/08/30 | 1 | 4.6.5.7 | Active |- | [[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> | 2011/08/30 | 1 | 4.6.5.7 | Active |- | bgcolor="#ffff80" colspan="6" | |- | [[ProDon:Default values|Default Values]]<br> | Coming soon<br> | <br> | <br> | <br> | <br> |- | [[Common functions:Exporting and merging data|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 |- | [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]] | Coming soon | | | | |-
+
|-
−
 
+
| [[ProDon:Master document management|Master Document Management]]  
−
==== Analysis and reports ====
+
| Procedure to create master documents integrated to '''''ProDon'''''.<br>  
 +
| 2011/08/30<br>  
 +
| 1<br>  
 +
| 4.6.5.6<br>  
 +
| Active<br>
 +
|-
 +
| [[ProDon:Duplicate a master document|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
 +
|-
 +
| [[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.  
 +
| 2011/08/30  
 +
| 1  
 +
| 4.6.5.7  
 +
| Active
 +
|-
 +
| [[ProDon:Mass mailing|Mass Mailing]]  
 +
| Procedure for the use of the mass mailing functions.<br>  
 +
| 2011/08/30  
 +
| 1  
 +
| 4.6.5.8  
 +
| Active
 +
|-
 +
| [[ProDon:Mailing history|Mailing History]]  
 +
| Coming soon  
 +
| <br>
 +
| <br>
 +
| <br>
 +
| <br>
 +
|-
 +
| [[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.  
 +
| 2011/08/30  
 +
| 1  
 +
| 4.6.5.7  
 +
| Active
 +
|-
 +
| [[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.  
 +
| 2011/08/30  
 +
| 1  
 +
| 4.6.5.7  
 +
| Active
 +
|-
 +
| [[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>  
 +
| 2011/08/30  
 +
| 1  
 +
| 4.6.5.7  
 +
| Active
 +
|-
 +
| <br>
 +
| <br>
 +
|-
 +
| [[ProDon:Default values|Default Values]]<br>  
 +
| Coming soon<br>  
 +
| <br>  
 +
| <br>  
 +
| <br>  
 +
| <br>
 +
|-
 +
| [[Common functions:Exporting and merging data|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
 +
|-
 +
| [[Common functions:Task and history management (CRM)|Task and History Management (CRM)]]  
 +
| Coming soon  
 +
| <br>
 +
| <br>
 +
| <br>
 +
| <br>
 +
|-
 +
| Analysis and reports<br>
 +
|
 +
==== <br> ====
  
 
|-
 
|-
Line 270: Line 351:
 
| [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
| [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Importation modules|Importation Modules]]  
 
| [[ProDon:Importation modules|Importation Modules]]  
Line 284: Line 365:
 
| [[ProDon:Beneficiary Module|Beneficiary Module]]  
 
| [[ProDon:Beneficiary Module|Beneficiary Module]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Prospecting and Commitment Module|Prospecting and Commitment Module]]  
 
| [[ProDon:Prospecting and Commitment Module|Prospecting and Commitment Module]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[ProDon:Invoicing Module|Invoicing Module]]  
 
| [[ProDon:Invoicing Module|Invoicing Module]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| [[Common functions:E-Mail Blast Module|E-Mail Blast Module]]  
 
| [[Common functions:E-Mail Blast Module|E-Mail Blast Module]]  
 
| Coming soon  
 
| Coming soon  
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
−
|  
+
| <br>
 
|-
 
|-
 
| bgcolor="#ffff80" colspan="6" |  
 
| bgcolor="#ffff80" colspan="6" |  

Revision as of 11:25, 2 September 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
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



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


Default Values
 Coming soon



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



Analysis and reports


Custom Reports
 Coming soon



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




Document name: ProDon:Table of Contents


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Table_of_Contents&oldid=2253"