Difference between revisions of "ProDon:Table of Contents"

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Revision as of 08:37, 20 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



Dynamic Drop-down Lists Coming soon



Preferences 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