ProDon:Table of Contents test

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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 treatment procedure	Comming soon
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

Création d'un nouvel utilisateur
Création d'un groupe d'utilisateurs
Visibilité dans les vues, filtres, tâches, etc.	Vues, filtres, rapports personnalisés, tâches, modèles de texte, alertes, caractéristiques et listes de vérifications
Copier les vues et les préférences d'un utilisateur à un autre
Changer le mot de passe d'un utilisateur

Modules d'importations

Importation de clients/relations
Importation d'adresses
Importation de moyens de communication
Importation de transactions
Importation de reçus
Importation d'engagements
Importation de tâches

Module d'engagements

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

Module de dons en ligne

Configuration de la page d'accueil et du site Web
Création d'un formulaire Web
Configuration des personnalisations d'un formulaire Web
Configuration des libellés
Importation des dons
Consultation des dons
Adresse URL des formulaires Web
Paramètres GET et POST des formulaires Web
Intégration aux formulaires de dons en ligne

Module PubliCourriel

Préparation du document maître
Préparation de la liste de distribution
Envoi du PubliCourriel
Consultation des statistiques d'envoi

Documents techniques

FAQ - Norme PCI
Retirer la source de données d'un document maître
Sauvegarde de données automatisée par une tâche planifiée
VPN et performance

Plans de formation

Module PubliCourriel
Module Dons en ligne
WebActive - Barre de recherche et filtres
WebActive - Boucle de dépôt
WebActive - Dons in memoriam
WebActive - Listes personnalisées
WebActive - Personnalisation de la bse de données
WebActive - Publipostage et historique d'envoi
WebActive - Rapports personnalisés

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