Difference between revisions of "ProDon:Table of Contents"

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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Lexicon|Lexicon]] <br>
+
| width="400" | [[ProDon:Lexicon|Lexicon]]
−
| Summary list of the main terms of the software.<br>
+
| Summary list of the main terms of the software.
 
|-
 
|-
 
| width="400" | [[Common functions:Web Update|Web Update]]  
 
| width="400" | [[Common functions:Web Update|Web Update]]  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Preferences|Preferences]]<br>
+
| width="400" | [[ProDon:Preferences|Preferences]]  
−
| Explanations on the user and the system preferences of '''''ProDon'''''.<br>
+
| Explanations on the user and the system preferences of '''''ProDon'''''.
 
|-
 
|-
−
| width="400" | [[ProDon:Default Values|Default Values]]<br>
+
| width="400" | [[ProDon:Default Values|Default Values]]  
−
| Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.<br>
+
| Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
|-
 
|-
−
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]<br>
+
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
−
| Procedure to use dynamic drop-down lists.<br>
+
| Procedure to use dynamic drop-down lists.
 
|-
 
|-
−
| width="400" | [[ProDon:Period Management|Period Management]]<br>
+
| width="400" | [[ProDon:Period Management|Period Management]]  
−
| Procedure to create, manage and use periods.<br>
+
| Procedure to create, manage and use periods.
 
|-
 
|-
−
| width="400" | [[ProDon:Region Management|Region Management]]<br>
+
| width="400" | [[ProDon:Region Management|Region Management]]  
−
| Procedure to create, manage and use regions. <br>
+
| Procedure to create, manage and use regions.  
 
|-
 
|-
−
| width="400" | [[ProDon:Summary Management|Summary Management]]<br>
+
| width="400" | [[ProDon:Summary Management|Summary Management]]  
−
| Procedure to create summaries that are used in master documents and custom reports.<br>
+
| Procedure to create summaries that are used in master documents and custom reports.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Campaign Management|Campaign Management]]<br>
+
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
−
| Explanations on how to create and manage campaigns.<br>
+
| Explanations on how to create and manage campaigns.
 
|-
 
|-
−
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]<br>
+
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]  
−
| Procedure to create origin codes.<br>
+
| Procedure to create origin codes.
 
|-
 
|-
−
| width="400" | [[ProDon:Chart of Account Management|Chart of Account Management]]<br>
+
| width="400" | [[ProDon:Chart of Account Management|Chart of Account Management]]  
−
| Procedure to create General Ledger accounts.<br>
+
| Procedure to create General Ledger accounts.
 
|-
 
|-
−
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]<br>
+
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]  
−
| Explanations for creating and managing donation occasions. Revenues and expenditures. <br>
+
| Explanations for creating and managing donation occasions. Revenues and expenditures.  
 
|-
 
|-
−
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]<br>
+
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts. <br>
+
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.  
 
|-
 
|-
−
| width="400" | [[ProDon:Participant Management|Participant Management]]<br>
+
| width="400" | [[ProDon:Participant Management|Participant Management]]  
−
| Procedure to configure and use the notion of participant. <br>
+
| Procedure to configure and use the notion of participant.  
 
|-
 
|-
−
| width="400" | [[ProDon:Item Management|Item Management]]<br>
+
| width="400" | [[ProDon:Item Management|Item Management]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]<br>
+
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
−
| Procedure to create payment methods. <br>
+
| Procedure to create payment methods.  
 
|}
 
|}
  
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|-
 
|-
 
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
 
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
−
| Explanations on the settings relating to receipts. <br>
+
| Explanations on the settings relating to receipts.  
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
 
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
−
| Procedure to configure a standard type receipt. <br>
+
| Procedure to configure a standard type receipt.  
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
 
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
| Procedure to configure a '''''Word''''' type receipt. <br>
+
| Procedure to configure a '''''Word''''' type receipt.  
 
|-
 
|-
 
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
 
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
−
| Procedure to configure a thank-you letter integrated to a receipt. <br>
+
| Procedure to configure a thank-you letter integrated to a receipt.  
 
|-
 
|-
 
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued". <br>
+
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".  
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]<br>
+
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
| Comparison and use of the 3 customization methods.<br>
+
| Comparison and use of the 3 customization methods.
 
|-
 
|-
−
| width="400" | Categories<br>
+
| width="400" | Categories  
−
| Procedure to create and use categorie.<br>
+
| Procedure to create and use categorie.
 
|-
 
|-
−
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]<br>
+
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]  
−
| Procedure to create, manage and use characteristics.<br>
+
| Procedure to create, manage and use characteristics.
 
|-
 
|-
−
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]<br>
+
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
−
| Procedure to create and use customized fileds.<br>
+
| Procedure to create and use customized fileds.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]<br>
+
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
−
| Simplified transaction processing<br>
+
| Simplified transaction processing
 
|-
 
|-
−
| width="400" | Transactions management<br>
+
| width="400" | Transactions management  
 
| Comming soon
 
| Comming soon
 
|-
 
|-
 
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
 
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
−
| Procedure that explains how to enter different types of transactions.<br>
+
| Procedure that explains how to enter different types of transactions.
 
|-
 
|-
−
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]<br>
+
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
 
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
| Procedure explaining the entry of expenditure transactions. <br>
+
| Procedure explaining the entry of expenditure transactions.  
 
|-
 
|-
 
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
 
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
| Procedure to credit a transaction.<br>
+
| Procedure to credit a transaction.
 
|-
 
|-
 
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
 
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| Procedure to enter the number of hours worked (e.g. volunteer work). <br>
+
| Procedure to enter the number of hours worked (e.g. volunteer work).  
 
|-
 
|-
 
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
 
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
| Procedure that explains how to validate and transfer a transaction batch.<br>
+
| Procedure that explains how to validate and transfer a transaction batch.
 
|-
 
|-
 
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
 
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
| Procedure for the issuance of receipts following transactions entry. <br>
+
| Procedure for the issuance of receipts following transactions entry.  
 
|-
 
|-
 
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
 
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
| Procedure for the issuance of documents following the entry of transactions.<br>
+
| Procedure for the issuance of documents following the entry of transactions.
 
|-
 
|-
 
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
 
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| Procedure to cancel a transaction and to understand the impact on the reports.<br>
+
| Procedure to cancel a transaction and to understand the impact on the reports.
 
|-
 
|-
 
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
 
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
| Procedure to cancel, reissue or reprint receipts.<br>
+
| Procedure to cancel, reissue or reprint receipts.
 
|-
 
|-
 
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
−
| Procedure to view the list of issued and/or cancelled receipts.<br>
+
| Procedure to view the list of issued and/or cancelled receipts.
 
|}
 
|}
  
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| Coming soon
 
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:Client Management|Client Management]]<br>
+
| width="400" | [[ProDon:Client Management|Client Management]]  
 
| Explanations on the elements present in the client management and in the client file.
 
| Explanations on the elements present in the client management and in the client file.
 
|-
 
|-
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|-
 
|-
 
| width="400" | [[ProDon:Contacts and Links|Contacts and Links]]  
 
| width="400" | [[ProDon:Contacts and Links|Contacts and Links]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]<br>
+
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
| Procedure to search and eliminate duplicates.<br>
+
| Procedure to search and eliminate duplicates.
 
|-
 
|-
−
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]<br>
+
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
−
| Procedure to eliminate a known duplicate.<br>
+
| Procedure to eliminate a known duplicate.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[Common functions:View Management|View Management]]<br>
+
| width="400" | [[Common functions:View Management|View Management]]  
−
| Procedure to configure views in the different managements.<br>
+
| Procedure to configure views in the different managements.
 
|-
 
|-
 
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
 
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| Explanations on the use of these fields.<br>
+
| Explanations on the use of these fields.
 
|-
 
|-
−
| width="400" | [[Common functions:Search Bar|Search Bar]]<br>
+
| width="400" | [[Common functions:Search Bar|Search Bar]]  
−
| Explanations on the search bar.<br>
+
| Explanations on the search bar.
 
|-
 
|-
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]<br>
+
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
| Explanations on the "Filter Data" tool.<br>
+
| Explanations on the "Filter Data" tool.
 
|-
 
|-
 
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
 
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.<br>
+
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
|-
 
|-
 
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
 
| width="400" | [[ProDon:Customized Lists|Customized Lists]]  
−
| Explanations on how to create and use customized lists.<br>
+
| Explanations on how to create and use customized lists.
 
|-
 
|-
 
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
 
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
−
| Procedure to configure and use custom reports.<br>
+
| Procedure to configure and use custom reports.
 
|-
 
|-
 
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
 
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]  
−
| Explanations concerning the use of summaries in "Analysis and history". <br>
+
| Explanations concerning the use of summaries in "Analysis and history".  
 
|-
 
|-
 
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]  
 
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]  
−
| Procedure to manage tasks and history, as well as reminders.<br>
+
| Procedure to manage tasks and history, as well as reminders.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Master Document Management|Master Document Management]]<br>
+
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
−
| Procedure to create master documents integrated to '''''ProDon'''''.<br>
+
| Procedure to create master documents integrated to '''''ProDon'''''.
 
|-
 
|-
−
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]<br>
+
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
−
| Procedure to create a new master document based on a '''''ProDon''''' master document.<br>
+
| Procedure to create a new master document based on a '''''ProDon''''' master document.
 
|-
 
|-
−
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]<br>
+
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
| Procedure to integrate an existing '''''Word''''' document as master document in the database.<br>
+
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
|-
 
|-
−
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]<br>
+
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
−
| Procedure for the use of the mass mailing functions.<br>
+
| Procedure for the use of the mass mailing functions.
 
|-
 
|-
−
| width="400" | [[ProDon:Mailing History|Mailing History]]<br>
+
| width="400" | [[ProDon:Mailing History|Mailing History]]  
−
| Procedure for the configuration, the creation and the use of mailings.<br>
+
| Procedure for the configuration, the creation and the use of mailings.
 
|-
 
|-
−
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]<br>
+
| width="400" | [[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.<br>
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
|-
 
|-
−
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]<br>
+
| width="400" | [[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.<br>
+
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
|-
 
|-
−
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]<br>
+
| width="400" | [[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.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]<br>
+
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.<br>
+
| Configuration and use of importation modules to import data from '''''CSV''''' files.
 
|-
 
|-
 
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
 
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]<br>
+
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
| Procedure to enter and process electronic transactions.<br>
+
| Procedure to enter and process electronic transactions.
 
|-
 
|-
−
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]<br>
+
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
 
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
−
| Coming soon<br>
+
| Coming soon
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:User Management|Creating a new user]]<br>
+
| width="400" | [[ProDon:User Management|Creating a new user]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:User Management|Creating a new users group]]<br>
+
| width="400" | [[ProDon:User Management|Creating a new users group]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | Visibilité dans les vues, filtres, tâches, etc.<br>
+
| width="400" | Visibilité dans les vues, filtres, tâches, etc.  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | Copier les vues et les préférences d'un utilisateur à un autre<br>
+
| width="400" | Copier les vues et les préférences d'un utilisateur à un autre  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | Changer le mot de passe d'un utilisateur<br>
+
| width="400" | Changer le mot de passe d'un utilisateur  
−
| Coming soon<br>
+
| Coming soon
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Importation Modules|Client import and update module]]<br>
+
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
−
| Configuration and use of importation modules to import clients from '''''CSV''''' files.<br>
+
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
 
|-
 
|-
 
| width="400" | Address import  
 
| width="400" | Address import  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | Means of communication import  
 
| width="400" | Means of communication import  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[ProDon:Importation Modules|Transaction import]]<br>
+
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
−
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.<br>
+
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
 
|-
 
|-
 
| width="400" | Receipts import  
 
| width="400" | Receipts import  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
 
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
−
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.<br>
+
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
 
|-
 
|-
−
| width="400" | Tasks import<br>
+
| width="400" | Tasks import  
−
| Coming soon<br>
+
| Coming soon
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Prospecting and Commitments Module|Prospections]]<br>
+
| width="400" | [[ProDon:Prospecting and Commitments Module|Prospections]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | [[ProDon:Prospecting and Commitments Module|Engagements]]  
 
| width="400" | [[ProDon:Prospecting and Commitments Module|Engagements]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | Procédure de génération des transactions d'engagements<br>
+
| width="400" | Procédure de génération des transactions d'engagements  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | Engagement automatique<br>
+
| width="400" | Engagement automatique  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
 
| width="400" | Engagement par objectif  
 
| width="400" | Engagement par objectif  
−
| Coming soon<br>
+
| Coming soon
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]<br>
+
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
−
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.<br>
+
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
|-
 
|-
−
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]<br>
+
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| Explanations on how to create a Web form. <br>
+
| Explanations on how to create a Web form.  
 
|-
 
|-
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]<br>
+
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
−
| Explanations on how to configure the customizations of a Web form.<br>
+
| Explanations on how to configure the customizations of a Web form.
 
|-
 
|-
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]<br>
+
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
−
| Explanations on how to configure the labels of a Web form.<br>
+
| Explanations on how to configure the labels of a Web form.
 
|-
 
|-
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]<br>
+
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
−
| Explanations on how to import donations online.<br>
+
| Explanations on how to import donations online.
 
|-
 
|-
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]<br>
+
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
−
| Explanations on how to view imported online donations.<br>
+
| Explanations on how to view imported online donations.
 
|-
 
|-
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]<br>
+
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
−
| Explanations on how to find the hyperlink of a Web form.<br>
+
| Explanations on how to find the hyperlink of a Web form.
 
|-
 
|-
−
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]<br>
+
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
−
| Explanations on the possible fields and values of the Web forms.<br>
+
| Explanations on the possible fields and values of the Web forms.
 
|-
 
|-
−
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]<br>
+
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
| Explanations on the integration with Online Donation Forms<br>
+
| Explanations on the integration with Online Donation Forms
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]<br>
+
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| Procedure to add and modify an E-mail Blast master document.<br>
+
| Procedure to add and modify an E-mail Blast master document.
 
|-
 
|-
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]<br>
+
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
| Procedure to prepare a distribution list.<br>
+
| Procedure to prepare a distribution list.
 
|-
 
|-
−
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]<br>
+
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| Procedure to configure the mailing of an E-mail Blast.<br>
+
| Procedure to configure the mailing of an E-mail Blast.
 
|-
 
|-
−
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]<br>
+
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
| Procedure to view the mailing statistics of an E-mail Blast.<br>
+
| Procedure to view the mailing statistics of an E-mail Blast.
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]<br>
+
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]  
−
| Frequently asked questions concerning the PCI Standards.<br>
+
| Frequently asked questions concerning the PCI Standards.
 
|-
 
|-
−
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]<br>
+
| width="400" | [[Common functions:Removing the Data Source from a Master Document|Removing the Data Source from a Master Document]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]<br>
+
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]  
−
| Coming soon<br>
+
| Coming soon
 
|-
 
|-
−
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]<br>
+
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]  
−
| Coming soon<br>
+
| Coming soon
 
|}
 
|}
  
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{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]<br>
+
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
−
| Training plan E-mail Blast module.<br>
+
| Training plan E-mail Blast module.
 
|-
 
|-
−
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]<br>
+
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| Training plan Online donation module.<br>
+
| Training plan Online donation module.
 
|}
 
|}
  

Revision as of 16:52, 25 May 2016

Table of Contents


Voici la table des matières des documents d'aide de ProDon.

Pour trouver un document d'aide, consulter la liste ou effectuer une recherche a l'aide de l'outil de recherche disponible dans le menu de gauche.


General

Lexicon Summary list of the main terms of the software.
Web Update Procedure to update your application.
Performing Data Backup Procedure to perform a data backup.
Restoring Data Procedure to perform a data restore.


General Configuration

Preferences Explanations on the user and the system preferences of ProDon.
Default Values Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
Dynamic Drop-down Lists Procedure to use dynamic drop-down lists.
Period Management Procedure to create, manage and use periods.
Region Management Procedure to create, manage and use regions.
Summary Management Procedure to create summaries that are used in master documents and custom reports.


Transaction structure configuration

Campaign Management Explanations on how to create and manage campaigns.
Origin Code Management Procedure to create origin codes.
Chart of Account Management Procedure to create General Ledger accounts.
Donation Occasion Management Explanations for creating and managing donation occasions. Revenues and expenditures.
In Memoriam Gifts Procedure for the configuration, the entry and the follow-up of In Memoriam gifts.
Participant Management Procedure to configure and use the notion of participant.
Item Management Coming soon
Payment Method Management Procedure to create payment methods.


Receipts configuration

General Configuration of the Receipt Explanations on the settings relating to receipts.
Configuration of a Standard Type Receipt Procedure to configure a standard type receipt.
Configuration of a Word Type Receipt Procedure to configure a Word type receipt.
Configuration of a Thank-you Letter Integrated Procedure to configure a thank-you letter integrated to a receipt.
'To be calculated' Status to 'To be issued' Procedure to modify the status of a receipt from "To be calculated" to "To be issued".


Customization of the data base

Categories vs Customized Fields vs Characteristics Comparison and use of the 3 customization methods.
Categories Procedure to create and use categorie.
Characteristic Management Procedure to create, manage and use characteristics.
Customized Field Configuration Procedure to create and use customized fileds.


Traitement des transactions et boucle de dépôt

Transaction Processing Simplified transaction processing
Transactions management Comming soon
Transaction Logging Procedure that explains how to enter different types of transactions.
Different Clients of a Transaction Coming soon
Expenditure Transaction Logging Procedure explaining the entry of expenditure transactions.
Negative Transaction Entry Procedure to credit a transaction.
Entry of Volunteer Hours Procedure to enter the number of hours worked (e.g. volunteer work).
Validation and Transfer of a Transaction Batch Procedure that explains how to validate and transfer a transaction batch.
Processing Receipts to be Issued Procedure for the issuance of receipts following transactions entry.
Processing Documents to be Issued Procedure for the issuance of documents following the entry of transactions.
Cancelling a Transaction Procedure to cancel a transaction and to understand the impact on the reports.
Cancelling, Reissuing and Reprinting Receipts Procedure to cancel, reissue or reprint receipts.
List of Issued and/or Cancelled Receipts Procedure to view the list of issued and/or cancelled receipts.


Clients

Procédure d'ajout d'un client Coming soon
Client Management Explanations on the elements present in the client management and in the client file.
Fiche client Coming soon
Manipulation des onglets de la fiche client Coming soon
Contacts and Links Coming soon
Searching and Eliminating Duplicates Procedure to search and eliminate duplicates.
Merging and Deleting a Client Procedure to eliminate a known duplicate.


Multi-gestions / Extraction d'information

View Management Procedure to configure views in the different managements.
Client and Individual vs Other Fields Explanations on the use of these fields.
Search Bar Explanations on the search bar.
Filter Data (Queries) Explanations on the "Filter Data" tool.
Exporting and Merging Data Procedure to export a grid from ProDon to a Word, Excel or Text document.
Customized Lists Explanations on how to create and use customized lists.
Custom Reports Procedure to configure and use custom reports.
Analysis Summary Explanations concerning the use of summaries in "Analysis and history".
Task and History Management Procedure to manage tasks and history, as well as reminders.


Publipostage et documents maîtres

Master Document Management Procedure to create master documents integrated to ProDon.
Duplicating a Master Document Procedure to create a new master document based on a ProDon master document.
Integrating a Word Document in the Database Procedure to integrate an existing Word document as master document in the database.
Mass Mailing Procedure for the use of the mass mailing functions.
Mailing History Procedure for the configuration, the creation and the use of mailings.
Labels or Envelopes Word 2002-2003 Procedure to create labels or envelopes master documents if your Word version is from 2002 or 2003.
Labels or Envelopes Word 2007 Procedure to create labels or envelopes master documents if your Word version is from 2007.
Labels or Envelopes Word 2010 Procedure to create labels or envelopes master documents if your Word version is from 2010.


Modules complémentaires

Accounting Integration Module Configuration and use of importation modules to import data from CSV files.
Beneficiaries Module Coming soon
Electronic Transaction Module Procedure to enter and process electronic transactions.
Invoicing Module Coming soon
Multi-organization Module Coming soon


Module multiutilisateur

Creating a new user Coming soon
Creating a new users group Coming soon
Visibilité dans les vues, filtres, tâches, etc. Coming soon
Copier les vues et les préférences d'un utilisateur à un autre Coming soon
Changer le mot de passe d'un utilisateur Coming soon


Modules d'importations

Client import and update module Configuration and use of importation modules to import clients from CSV files.
Address import Coming soon
Means of communication import Coming soon
Transaction import Configuration and use of importation modules to import transactions from CSV files.
Receipts import Coming soon
Commitment import Configuration and use of importation modules to import commitments from CSV files.
Tasks import Coming soon


Module d'engagements

Prospections Coming soon
Engagements Coming soon
Procédure de génération des transactions d'engagements Coming soon
Engagement automatique Coming soon
Engagement par objectif Coming soon


Module de dons en ligne

Home Page and Website Configuration Explanations on how to configure the IMakeAnOnlineDonation home page and website.
Creating a Web Form Explanations on how to create a Web form.
Web Form Customization Configuration Explanations on how to configure the customizations of a Web form.
Label Configuration Explanations on how to configure the labels of a Web form.
Importing Donations Explanations on how to import donations online.
Viewing Donations Explanations on how to view imported online donations.
URL Address of the Form Explanations on how to find the hyperlink of a Web form.
Web Form Parameters (Online Donation Module) Explanations on the possible fields and values of the Web forms.
Integration with Online Donation Forms Explanations on the integration with Online Donation Forms


Module PubliCourriel

Preparing the Master Document Procedure to add and modify an E-mail Blast master document.
Preparing the Distribution List Procedure to prepare a distribution list.
Sending the E-mail Blast Procedure to configure the mailing of an E-mail Blast.
Viewing Mailing Statistics Procedure to view the mailing statistics of an E-mail Blast.


Documents techniques

FAQ - PCI Standards Frequently asked questions concerning the PCI Standards.
Removing the Data Source from a Master Document Coming soon
Automated Data Saving through a Planned Task Coming soon
VPN and Performance Coming soon


Plans de formation

E-mail Blast Module Training plan E-mail Blast module.
Online Donation Module Training plan Online donation module.


Document name: ProDon:Table of Contents


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