ProDon:Table of Contents

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Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.

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

Customized Field Configuration Coming soon
Campaign Management Coming soon
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 Procedure to create summaries that are used in master documents and custom reports. 2011/10/24
 1
 4.6.5.13
 Active
User Management Coming soon



General Ledger Account Management Coming soon
Dynamic Drop-down Lists Coming soon



Preferences Coming soon



Receipts

General Configuration of the Receipt Explanations on the settings relating to receipts.
 2011/09/29
 1
 4.5.6.11
 Active
Configuration of a Standard Type Receipt Procedure to configure a standard type receipt. 2011/10/19
 1
 4.5.6.11
 Active
Configuration of a Word Type Receipt Procedure to configure a Word type receipt.
 2011/09/29 1 4.6.5.11 Active
Configuration of a Thank-you Letter Integrated Procedure to configure a thank-you letter integrated to a receipt.
 2011/10/19
 1
 4.6.5.13
 Active
Processing Receipts to be Issued Procedure for the issuance of receipts following transactions entry.
 2011/09/29 1 4.6.5.11 Active
[[ProDon:|"To be calculated" Status to "To be issued"]] Coming soon



List of Receipts Issued and/or Cancelled Coming soon



Cancelling a Receipt Coming soon



Modifying the Owner of a Receipt 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



Searching and Eliminating Duplicates Procedure to search and eliminate duplicates. 2011/06/28 1
 4.6.5.5 Active
Merging and Deleting a Client Procedure to eliminate a known duplicate. 2011/10/04 1
 4.5.6.13 Active

Transactions, Occasions and Batch Processing

Donation Occasion Management
 Coming soon



Transaction Logging Coming soon



Different Clients of a Transaction Coming soon



Processing Documents to be Issued Procedure for the issuance of documents following the entry of transactions. 2011/10/19
 1
 4.6.5.13
 Active
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



Compiling Time Bank 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 Procedure for the configuration, the creation and the use of mailings. 2011/09/26
 1
 4.6.5.10
 Active
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 Word version 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

Multi-management

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
 Procedure to configure and use custom reports.
 2011/08/17
 1
 4.6.5.8
 Active
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
Beneficiaries 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


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