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

1

Unclassified

Lexicon

Coming soon





Web Update

Procedure to update your application.

2012/07/27

1

4.6.7.24

Active

Performing Data Backup

Procedure to perform a data backup.

2012/07/27

1

4.6.7.24

Active

Restoring Data

Procedure to perform a data restore.

2012/07/27

1

4.6.7.24

Active

2

Making a deposit

Transaction Logging

Procedure that explains how to enter different types of transactions. 

2015/02/19

1

4.7.3.4

Active

Validation and Transfer of a Transaction Batch

Coming soon





Processing Receipts to be Issued

Procedure for the issuance of receipts following transactions entry.

2011/09/29

1

4.6.5.11

Active

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

3

Configuration

Customized Field Configuration

Procedure to create and use customized fileds.

2014/05/30

1

4.6.7.24

Active

Campaign Management

Coming soon





Characteristic Management

Procedure to create, manage and use characteristics.

2012/02/16

1

4.6.6.7

Active

Origin Code Management

Procedure to create origin codes.

2012/09/14

1

4.6.7.27

Active

Chart of Account Management

Procedure to create General Ledger accounts.

2012/09/14

1

4.6.7.27

Active

Payment Method Management

Procedure to create payment methods.

2012/09/14

1

4.6.7.27

Active

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





Dynamic Drop-down Lists

Coming soon





Preferences

Explanations on the user and the system preferences of ProDon.

2012/02/07

1

4.6.6.5

Active

Default Values

Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.

2011/11/25

1

4.6.6.5

Active

Categories vs Customized Fields vs Characteristics

Comparison and use of the 3 customization methods.

2012/08/09

1

4.6.7.24

Active

4

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

'To be calculated' Status to 'To be issued'

Procedure to modify the status of a receipt from "To be calculated" to "To be issued".

2012/06/08

1

4.6.6.10

Active

List of Issued and/or Cancelled Receipts

Procedure to view the list of issued and/or cancelled receipts.

2012/02/16

1

4.6.6.10

Active

Cancelling, Reissuing and Reprinting Receipts

Procedure to cancel, reissue or reprint receipts.

2012/06/29

1

4.6.7.20

Active

5

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

6

Transactions, Occasions and Batch Processing

Donation Occasion Management

Explanations for creating and managing donation occasions. Revenues and expenditures.

2011/11/15

1

4.5.6.13

Active

Expenditure Transaction Logging

Procedure explaining the entry of expenditure transactions.

2012/02/16

1

4.6.6.10

Active

Different Clients of a Transaction

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

Item Management

Coming soon



Cancelling a Transaction

Procedure to cancel a transaction and to understand the impact on the reports.

2011/11/25

1

4.6.6.5

Active

Negative Transaction Entry

Procedure to credit a transaction.

2012/07/27

1

4.6.7.23

Active

Entry of Volunteer Hours

Procedure to enter the number of hours worked (e.g. volunteer work).

2012/02/14

1

4.6.6.7

Active

7

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

Customized Lists

Explanations on how to create and use customized lists.

2012/07/13

1

4.6.6.18

Active

8

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

9

Multi-management

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 - Customer Relationship Management (CRM)

Procedure to manage tasks and history, as well as reminders.

2012/07/31


4.6.7.23

Active

View Management

Procedure to configure views in the different managements.

2012/07/27

1

4.6.7.24

Active

10

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

11

Add-on Modules (requires purchase 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 Commitments Module

Coming soon





Electronic Transaction Module

Procedure to enter and process electronic transactions.

2014/07/30

1

4.7.3.1

Active

Invoicing Module

Coming soon





Multi-organization Module

Coming soon





12

Online Donation Module (requires purchase of the module)

Home Page and Website Configuration

Explanations on how to configure the IMakeAnOnlineDonation home page and website.

2013/07/10

1

4.6.9.21

Active

Creating a Web Form

Explanations on how to create a Web form.

2013/07/27

1

4.6.9.20

Active

Web Form Customization Configuration

Explanations on how to configure the customizations of a Web form.

2013/09/26

1

4.6.9.20

Active

Label Configuration

Explanations on how to configure the labels of a Web form.

2014/04/29

1

4.6.9.20

Active

Importing Donations

Explanations on how to import donations online.

2014/05/15

1

4.6.9.20

Active

Viewing Donations

Explanations on how to view imported online donations.

2014/05/16

1

4.6.9.20

Active

URL Address of the Form

Explanations on how to find the hyperlink of a Web form.

2014/05/07

1

4.6.9.6

Active

Web Form Parameters (Online Donation Module)

Explanations on the possible fields and values of the Web forms.

2012/03/20

1

4.5.6.16

Active

13

E-mail Blast Module (requires purchase of the module)

Preparing the Master Document

Procedure to add and modify an E-mail Blast master document.

2014/12/12

1

4.7.3.4

Active

Preparing the Distribution List

Procedure to prepare a distribution list.

2015/01/16

1

4.7.3.4

Active

Sending the E-mail Blast

Procedure to configure the mailing of an E-mail Blast.

2015/02/13

1

4.7.3.4

Active

Viewing Mailing Statistics

Procedure to view the mailing statistics of an E-mail Blast.

2015/02/13

1

4.7.3.4

Active

14

Appendix A - Technical Documents

FAQ - PCI Standards

Frequently asked questions concerning the PCI Standards.

2014/11/24

1

N/A

Active

Removing the Data Source from a Master Document

Coming soon





Automated Data Saving through a Planned Task

Coming soon





VPN and Performance

Coming soon





15

Training Plans

E-mail Blast Module

Training plan E-mail Blast module.

2014/04/17

1

N/A

Active

Online Donation Module

Training plan Online donation module.

2014/04/17

1

N/A

Active

Document name: ProDon:Table of Contents

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