Difference between revisions of "ProDon:Table of Contents test"
(→Plans de formation) |
|||
| Line 26: | Line 26: | ||
|} | |} | ||
| − | <br> | + | <br> |
== General Configuration<br> == | == General Configuration<br> == | ||
| Line 51: | Line 51: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Transaction structure configuration<br> == | == Transaction structure configuration<br> == | ||
| Line 82: | Line 82: | ||
|} | |} | ||
| − | <br> | + | <br> |
| − | == Receipts configuration<br> == | + | == Receipts configuration<br> == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
| Line 104: | Line 104: | ||
|} | |} | ||
| − | <br> | + | <br> |
| − | == Customization of the data base<br> == | + | == Customization of the data base<br> == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
| Line 123: | Line 123: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Traitement des transactions et boucle de dépôt == | == Traitement des transactions et boucle de dépôt == | ||
| Line 169: | Line 169: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Clients == | == Clients == | ||
| Line 179: | Line 179: | ||
|- | |- | ||
| width="400" | [[ProDon:Client Management|Client Management]]<br> | | width="400" | [[ProDon:Client Management|Client Management]]<br> | ||
| − | | 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. |
|- | |- | ||
| width="400" | Fiche client | | width="400" | Fiche client | ||
| Line 197: | Line 197: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Multi-gestions / Extraction d'information<br> == | == Multi-gestions / Extraction d'information<br> == | ||
| Line 231: | Line 231: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Publipostage et documents maîtres == | == Publipostage et documents maîtres == | ||
| Line 262: | Line 262: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Modules complémentaires == | == Modules complémentaires == | ||
| Line 284: | Line 284: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Module multiutilisateur == | == Module multiutilisateur == | ||
| Line 306: | Line 306: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Modules d'importations == | == Modules d'importations == | ||
| Line 312: | Line 312: | ||
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Importation Modules|Client import and update module]]<br> |
| 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.<br> | ||
|- | |- | ||
| Line 321: | Line 321: | ||
| Coming soon<br> | | Coming soon<br> | ||
|- | |- | ||
| − | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:Importation Modules|Transaction import]]<br> |
| 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.<br> | ||
|- | |- | ||
| Line 327: | Line 327: | ||
| Coming soon<br> | | Coming soon<br> | ||
|- | |- | ||
| − | | width="400" | [[ProDon: | + | | 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.<br> | ||
|- | |- | ||
| Line 334: | Line 334: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Module d'engagements == | == Module d'engagements == | ||
| Line 356: | Line 356: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Module de dons en ligne == | == Module de dons en ligne == | ||
| Line 390: | Line 390: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Module PubliCourriel == | == Module PubliCourriel == | ||
| Line 409: | Line 409: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Documents techniques == | == Documents techniques == | ||
| Line 415: | Line 415: | ||
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| − | | width="400" | [[ProDon: | + | | width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]<br> |
| Frequently asked questions concerning the PCI Standards.<br> | | Frequently asked questions concerning the PCI Standards.<br> | ||
|- | |- | ||
| Line 428: | Line 428: | ||
|} | |} | ||
| − | <br> | + | <br> |
== Plans de formation == | == Plans de formation == | ||
| Line 443: | Line 443: | ||
<br> | <br> | ||
| − | {{ | + | {{Footer_ProDon}}<br> |
Revision as of 17:41, 3 March 2016
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.
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the data base
- 6 Traitement des transactions et boucle de dépôt
- 7 Clients
- 8 Multi-gestions / Extraction d'information
- 9 Publipostage et documents maîtres
- 10 Modules complémentaires
- 11 Module multiutilisateur
- 12 Modules d'importations
- 13 Module d'engagements
- 14 Module de dons en ligne
- 15 Module PubliCourriel
- 16 Documents techniques
- 17 Plans de formation
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
| 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 test
