Logilys - User contributions [en]

ProDon:Table of Contents

2026-02-06T14:17:33Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

 

== 100% Web-based PRODON Hybrid Plan ==
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]

== Hosted service ==
[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]

[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]

[https://scribehow.com/viewer/Copy_files_from_the_hosted_service_to_the_computer__1Gww-1c3QEqP5_KEotwKBg Copy files from the hosted service to the computer]

[https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service]

[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]

'''100% Web-based PRODON'''

[https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - '''For plan subscribers ONLY'''

== Update & Data Backup ==
[[Common functions:Web Update|Web Update]]

[[Common functions:Performing Data Backup|Performing Data Backup]]

[[Common functions:Restoring Data|Restoring Data]]

== General features ==

[[ProDon:Lexicon|Lexicon]]

[[ProDon:Region Management|Region Management]]

[[Common functions:View Management|View Management]]

[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]

== Protection of personal information (Law 25) ==
[[ProDon:Anonymization|Anonymization]]

== User management ==
[[ProDon:User Management|Creating a new user]]

[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]

[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]

[[ProDon:Change_user_password|Change a user password]]

== Clients & Relations ==

[[ProDon Procedure to add a client|Procedure to add a client]]

[[ProDon:Client Management|Client Management]]

[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]

[[ProDon:Relations|Relations]]

[[ProDon:Relation_Types|Relations Types]]

[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]

[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]

== Customization of the database ==

[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]

[[ProDon:Characteristic Management|Characteristic Management]]

[[ProDon:Customized Field Configuration|Customized Field Configuration]]

[[ProDon:Preferences|Preferences]]

[[ProDon:Default Values|Default Values]]

[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
== Transaction structure configuration ==

[[ProDon:Campaign Management|Campaign Management]]

[[ProDon:Origin Code Management|Origin Code Management]]

[[ProDon:Accounting System Links Management|Accounting System Links Management]]

[[ProDon:Donation Occasion Management|Donation Occasion Management]]

[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]

[[ProDon:Participant Management|Participant Management]]

[[ProDon:Payment Method Management|Payment Method Management]]

[[ProDon:Period Management|Period Management]]

[[ProDon:Summary Management|Summary Management]]

== Transaction processing and Deposit loop ==

[[ProDon:Transaction_Processing|Transaction Processing]]

[[ProDon:Transaction Logging|Transaction Logging]]

[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]

[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]

[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]

[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]

[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]

[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]

[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]

[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]

[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]

== Commitments module ==

[[ProDon:Prospecting_Module|Prospecting]]

[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]

[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]

[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]

[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]

[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]

[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]

[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]

[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]

[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]

 

== Receipts configuration ==

[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]

[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]

[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]

[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]

[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]

 

 

 

 

== Multi-management / Information extraction ==

[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]

[[Common functions:Search Bar|Search Bar]]

[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]

[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]

[[ProDon:Customized Lists|Customized Lists]]

[[ProDon:Custom Reports|Custom Reports]]

[[ProDon:Analysis Summary|Analysis Summary]]

 

== Mass mailing and master documents ==

[[ProDon:Master Document Management|Master Document Management]]

[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]

[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]

[[ProDon:Mass Mailing|Mass Mailing]]

[[ProDon:Mailing History|Mailing History]]

[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]

[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]

[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]

 

== Available modules ==

[[ProDon:Accounting Integration Module|Accounting Integration Module]]

[[ProDon:Beneficiaries Module|Beneficiaries Module]]

 

== Imports module ==

[[ProDon:Importation Modules|Client import and update module]]

[[ProDon:Importation Modules|Transaction import]]

[[ProDon:Importation Modules|Commitment import]]

 

 

== Electronic Transaction Module ==

[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]

[[ProDon:Bank_Rejections|Process Bank Rejections]]

== Online donation module ==

=== Ticketing – For plan subscribers ONLY ===
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]

[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]

[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]

[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]

[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]

[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]

[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]

[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]

[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]

'''Frequently Asked Questions (FAQ)'''

[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]

=== Form Designer – For plan subscribers ONLY ===
[https://scribehow.com/viewer/Form_Designer__Add__edit_your_Web_form_title__hgNNjLgEQ8ONr4vx5SMa9A Form Designer - Add / edit your Web form title]

[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]

[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]

[https://scribehow.com/viewer/Form_Designer__Changing_Email_Options__KomKTxKqTKGNyCkUMVPxpA?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Changing Email Options]

[https://scribehow.com/viewer/Forms_Designer__Modifying_the_total_amount__czyWDgxJQGupIzzXSx8svA?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Modifying the total amount]

[https://scribehow.com/viewer/Form_Designer__Modifying_donor_address_options__CZTz04hZQKqidyD3fOOtTw?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Modifying donor address options]

[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Themes__qjI-PSoCQAepmyCbEOayHg?add_to_team_with_invite=True&sharer_domain=logilys.com&sharer_id=cc291d6a-73f0-4e19-8227-debe8fa59ec7 Form Designer - Adding or Editing Themes]

[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]

'''Frequently Asked Questions (FAQ)'''

[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]

=== Classic Prodon ===
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]

[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]

[[ProDon:Creating a Web Form|Creating a Web Form]]

[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]

[[ProDon:Label Configuration|Label Configuration]]

[[ProDon:Importing Donations|Importing Donations]]

[[ProDon:Viewing Donations|Viewing Donations]]

[[ProDon:URL Address of the Form|URL Address of the Form]]

[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]

[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]

[[ProDon:Back office|Back office]]

[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]

 

== E-mail blast module ==

[[ProDon:Preparing the Master Document|Preparing the Master Document]]

[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]

[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]

[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]

 

== eReceipt Module ==
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]

[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]

 

== Update descriptions ==

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002100&l=1&w=5,002199 Prodon 5.0.21]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]

== Technical documents ==

[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]

[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]

[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]

[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]

== Training plans ==
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]

[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]

[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]

== Policies ==

[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]

[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]

[https://www.jedonneenligne.org/logizone/community.html Community regulations]

[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]

[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]

 
{{Footer_ProDon}}

ProDon:Table of Contents

2025-03-04T17:14:11Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

 

== General ==

[[ProDon:Lexicon|Lexicon]]

[[Common functions:Web Update|Web Update]]

[[Common functions:Performing Data Backup|Performing Data Backup]]

[[Common functions:Restoring Data|Restoring Data]]

[[ProDon:Preferences|Preferences]]

[[ProDon:Default Values|Default Values]]

[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]

[[ProDon:Region Management|Region Management]]

[[Common functions:View Management|View Management]]

[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]

== Protection of personal information (Law 25) ==
[[ProDon:Anonymization|Anonymization]]

== User management ==
[[ProDon:User Management|Creating a new user]]

[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]

[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]

[[ProDon:Change_user_password|Change a user password]]

== General Configuration ==

[[ProDon:Period Management|Period Management]]

[[ProDon:Summary Management|Summary Management]]

== Transaction structure configuration ==

[[ProDon:Campaign Management|Campaign Management]]

[[ProDon:Origin Code Management|Origin Code Management]]

[[ProDon:Accounting System Links Management|Accounting System Links Management]]

[[ProDon:Donation Occasion Management|Donation Occasion Management]]

[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]

[[ProDon:Participant Management|Participant Management]]

[[ProDon:Payment Method Management|Payment Method Management]]

 

== Receipts configuration ==

[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]

[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]

[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]

[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]

[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]

 

== Customization of the database ==

[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]

[[ProDon:Categorie_Management|Categorie_Management]]

[[ProDon:Characteristic Management|Characteristic Management]]

[[ProDon:Customized Field Configuration|Customized Field Configuration]]

 

== Transaction processing and Deposit loop ==

[[ProDon:Transaction_Processing|Transaction Processing]]

[[ProDon:Transaction Logging|Transaction Logging]]

[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]

[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]

[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]

[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]

[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]

[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]

[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]

[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]

[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]

 

== Clients ==

[[ProDon Procedure to add a client|Procedure to add a client]]

[[ProDon:Client Management|Client Management]]

[[ProDon:Client File|Client file]]

[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]

[[ProDon:Relations|Relations]]

[[ProDon:Relation_Types|Relations Types]]

[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]

[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]

 

== Couple management ==

[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]

== Multi-management / Information extraction ==

[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]

[[Common functions:Search Bar|Search Bar]]

[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]

[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]

[[ProDon:Customized Lists|Customized Lists]]

[[ProDon:Custom Reports|Custom Reports]]

[[ProDon:Analysis Summary|Analysis Summary]]

 

== Mass mailing and master documents ==

[[ProDon:Master Document Management|Master Document Management]]

[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]

[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]

[[ProDon:Mass Mailing|Mass Mailing]]

[[ProDon:Mailing History|Mailing History]]

[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]

[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]

[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]

 

== Available modules ==

[[ProDon:Accounting Integration Module|Accounting Integration Module]]

[[ProDon:Beneficiaries Module|Beneficiaries Module]]

 

== Imports module ==

[[ProDon:Importation Modules|Client import and update module]]

[[ProDon:Importation Modules|Transaction import]]

[[ProDon:Importation Modules|Commitment import]]

 

== Commitments module ==

[[ProDon:Prospecting_Module|Prospecting]]

[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]

[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]

[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]

[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]

[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]

[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]

[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]

[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]

[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]

 

== Electronic Transaction Module ==

[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]

[[ProDon:Bank_Rejections|Process Bank Rejections]]

== Online donation module ==

[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]

[[ProDon:Creating a Web Form|Creating a Web Form]]

[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]

[[ProDon:Label Configuration|Label Configuration]]

[[ProDon:Importing Donations|Importing Donations]]

[[ProDon:Viewing Donations|Viewing Donations]]

[[ProDon:URL Address of the Form|URL Address of the Form]]

[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]

[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]

[[ProDon:Back office|Back office]]

 

== E-mail blast module ==

[[ProDon:Preparing the Master Document|Preparing the Master Document]]

[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]

[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]

[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]

 

== eReceipt Module ==
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]

[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]

 

== Update descriptions ==

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]

== Technical documents ==

[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]

[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]

[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]

[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]

== Training plans ==
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]

[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]

[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]

== Policies ==

[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]

[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]

[https://www.jedonneenligne.org/logizone/community.html Community regulations]

[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]

[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]

 
{{Footer_ProDon}}

ProDon:Table of Contents

2025-01-24T19:18:00Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

 

== General ==

[[ProDon:Lexicon|Lexicon]]

[[Common functions:Web Update|Web Update]]

[[Common functions:Performing Data Backup|Performing Data Backup]]

[[Common functions:Restoring Data|Restoring Data]]

[[ProDon:Preferences|Preferences]]

[[ProDon:Default Values|Default Values]]

[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]

[[ProDon:Region Management|Region Management]]

[[Common functions:View Management|View Management]]

[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]

== Protection of personal information (Law 25) ==
[[ProDon:Anonymization|Anonymization]]

== User management ==
[[ProDon:User Management|Creating a new user]]

[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]

[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]

[[ProDon:Change_user_password|Change a user password]]

== General Configuration ==

[[ProDon:Period Management|Period Management]]

[[ProDon:Summary Management|Summary Management]]

== Transaction structure configuration ==

[[ProDon:Campaign Management|Campaign Management]]

[[ProDon:Origin Code Management|Origin Code Management]]

[[ProDon:Accounting System Links Management|Accounting System Links Management]]

[[ProDon:Donation Occasion Management|Donation Occasion Management]]

[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]

[[ProDon:Participant Management|Participant Management]]

[[ProDon:Payment Method Management|Payment Method Management]]

 

== Receipts configuration ==

[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]

[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]

[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]

[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]

[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]

 

== Customization of the database ==

[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]

[[ProDon:Categorie_Management|Categorie_Management]]

[[ProDon:Characteristic Management|Characteristic Management]]

[[ProDon:Customized Field Configuration|Customized Field Configuration]]

 

== Transaction processing and Deposit loop ==

[[ProDon:Transaction_Processing|Transaction Processing]]

[[ProDon:Transaction Logging|Transaction Logging]]

[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]

[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]

[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]

[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]

[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]

[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]

[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]

[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]

[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]

 

== Clients ==

[[ProDon Procedure to add a client|Procedure to add a client]]

[[ProDon:Client Management|Client Management]]

[[ProDon:Client File|Client file]]

[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]

[[ProDon:Relations|Relations]]

[[ProDon:Relation_Types|Relations Types]]

[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]

[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]

 

== Couple management ==

[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]

== Multi-management / Information extraction ==

[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]

[[Common functions:Search Bar|Search Bar]]

[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]

[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]

[[ProDon:Customized Lists|Customized Lists]]

[[ProDon:Custom Reports|Custom Reports]]

[[ProDon:Analysis Summary|Analysis Summary]]

 

== Mass mailing and master documents ==

[[ProDon:Master Document Management|Master Document Management]]

[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]

[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]

[[ProDon:Mass Mailing|Mass Mailing]]

[[ProDon:Mailing History|Mailing History]]

[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]

[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]

[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]

 

== Available modules ==

[[ProDon:Accounting Integration Module|Accounting Integration Module]]

[[ProDon:Beneficiaries Module|Beneficiaries Module]]

 

== Imports module ==

[[ProDon:Importation Modules|Client import and update module]]

[[ProDon:Importation Modules|Transaction import]]

[[ProDon:Importation Modules|Commitment import]]

 

== Commitments module ==

[[ProDon:Prospecting_Module|Prospecting]]

[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]

[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]

[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]

[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]

[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]

[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]

[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]

[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]

[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]

 

== Electronic Transaction Module ==

[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]

[[ProDon:Bank_Rejections|Process Bank Rejections]]

== Online donation module ==

[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]

[[ProDon:Creating a Web Form|Creating a Web Form]]

[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]

[[ProDon:Label Configuration|Label Configuration]]

[[ProDon:Importing Donations|Importing Donations]]

[[ProDon:Viewing Donations|Viewing Donations]]

[[ProDon:URL Address of the Form|URL Address of the Form]]

[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]

[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]

[[ProDon:Back office|Back office]]

 

== E-mail blast module ==

[[ProDon:Preparing the Master Document|Preparing the Master Document]]

[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]

[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]

[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]

 

== eReceipt Module ==
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]

[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]

 

== Update descriptions ==

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]

== Technical documents ==

[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]

[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]

[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]

[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]

== Training plans ==
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]

[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]

[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]

== Policies ==

[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]

[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]

[https://www.jedonneenligne.org/logizone/community.html Community regulations]

[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]

[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]

 
{{Footer_ProDon}}

ProDon:Table of Contents

2024-10-07T21:11:21Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

[[ProDon:Lexicon|Lexicon]]

[[Common functions:Web Update|Web Update]]

[[Common functions:Performing Data Backup|Performing Data Backup]]

[[Common functions:Restoring Data|Restoring Data]]

 

== General Configuration ==

[[ProDon:Preferences|Preferences]]

[[ProDon:Default Values|Default Values]]

[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]

[[ProDon:Period Management|Period Management]]

[[ProDon:Region Management|Region Management]]

[[ProDon:Summary Management|Summary Management]]

== Transaction structure configuration ==

[[ProDon:Campaign Management|Campaign Management]]

[[ProDon:Origin Code Management|Origin Code Management]]

[[ProDon:Accounting System Links Management|Accounting System Links Management]]

[[ProDon:Donation Occasion Management|Donation Occasion Management]]

[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]

[[ProDon:Participant Management|Participant Management]]

[[ProDon:Payment Method Management|Payment Method Management]]

 

== Receipts configuration ==

[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]

[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]

[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]

[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]

[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]

 

== Customization of the database ==

[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]

[[ProDon:Categorie_Management|Categorie_Management]]

[[ProDon:Characteristic Management|Characteristic Management]]

[[ProDon:Customized Field Configuration|Customized Field Configuration]]

 

== Transaction processing and Deposit loop ==

[[ProDon:Transaction_Processing|Transaction Processing]]

[[ProDon:Transaction Logging|Transaction Logging]]

[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]

[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]

[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]

[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]

[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]

[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]

[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]

[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]

[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]

 

== Clients ==

[[ProDon Procedure to add a client|Procedure to add a client]]

[[ProDon:Client Management|Client Management]]

[[ProDon:Client File|Client file]]

[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]

[[ProDon:Relations|Relations]]

[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]

[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]

 

== Couple management ==

[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]

== Multi-management / Information extraction ==

[[Common functions:View Management|View Management]]

[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]

[[Common functions:Search Bar|Search Bar]]

[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]

[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]

[[ProDon:Customized Lists|Customized Lists]]

[[ProDon:Custom Reports|Custom Reports]]

[[ProDon:Analysis Summary|Analysis Summary]]

[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]

 

== Mass mailing and master documents ==

[[ProDon:Master Document Management|Master Document Management]]

[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]

[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]

[[ProDon:Mass Mailing|Mass Mailing]]

[[ProDon:Mailing History|Mailing History]]

[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]

[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]

[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]

 

== Available modules ==

[[ProDon:Accounting Integration Module|Accounting Integration Module]]

[[ProDon:Beneficiaries Module|Beneficiaries Module]]

 

== Multiuser module ==

[[ProDon:User Management|Creating a new user]]

[[ProDon:User Management|Creating a new user group]]

[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]

[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]

[[ProDon:Change_user_password|Change a user password]]

 

== Imports module ==

[[ProDon:Importation Modules|Client import and update module]]

[[ProDon:Importation Modules|Transaction import]]

[[ProDon:Importation Modules|Commitment import]]

 

== Commitments module ==

[[ProDon:Prospecting_Module|Prospecting]]

[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]

[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]

[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]

[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]

[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]

[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]

[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]

[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]

[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]

 

== Electronic Transaction Module ==

[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]

[[ProDon:Bank_Rejections|Process Bank Rejections]]

== Online donation module ==

[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]

[[ProDon:Creating a Web Form|Creating a Web Form]]

[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]

[[ProDon:Label Configuration|Label Configuration]]

[[ProDon:Importing Donations|Importing Donations]]

[[ProDon:Viewing Donations|Viewing Donations]]

[[ProDon:URL Address of the Form|URL Address of the Form]]

[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]

[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]

[[ProDon:Back office|Back office]]

 

== E-mail blast module ==

[[ProDon:Preparing the Master Document|Preparing the Master Document]]

[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]

[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]

[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]

 

== eReceipt Module ==
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]

[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]

 

== Update descriptions ==

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]

[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]

== Technical documents ==

[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]

[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]

[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]

[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]

== Training plans ==
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]

[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]

[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]

== Policies ==

[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]

[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]

[https://www.jedonneenligne.org/logizone/community.html Community regulations]

[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]

[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]

 
{{Footer_ProDon}}

ProDon:Table of Contents

2024-04-23T15:53:38Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
|Procedure for sending domain authentication.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2024-02-28T16:36:12Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
|Procedure for sending domain authentication.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-11-17T21:17:31Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-09-18T17:39:50Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-05-11T14:06:50Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-28T14:02:22Z

Stalbot: Undo revision 10176 by Stalbot (talk)

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-28T14:01:50Z

Stalbot: Undo revision 10177 by Stalbot (talk)

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Changelogs ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-28T13:59:57Z

Stalbot: /* Changelogs */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Change logs ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-28T13:59:35Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Changelogs ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-28T12:33:24Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-27T20:52:27Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-27T20:51:55Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:Table of Contents

2023-04-27T20:51:25Z

Stalbot: /* Update descriptions */

{{Header_TOC}}

This is the table of contents of ProDon help documentation.

To find a help document, consult the list or search by using the search tool available in the left-hand menu. 

== General ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Lexicon|Lexicon]]
| Summary list of the main terms of the software.
|-
| width="400" | [[Common functions:Web Update|Web Update]]
| Procedure to update your application.
|-
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
| Procedure to perform a data backup.
|-
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
| Procedure to perform a data restore.
|}

 

== Updates in Prodon 5 ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
| Impact that '''''Prodon 5''''' will have on client files.
|-
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
| Procedure for migration assistant.
|-
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
| Procedure to help filling in questionnaire.
|-
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
| Procedure to assignment of the information.
|-
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
| '''''Prodon 5''''' presentation.
|}

== General Configuration ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Preferences|Preferences]]
| Explanations on the user and the system preferences of '''''Prodon'''''.
|-
| 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.
|-
| width="400" | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
| Procedure to use dynamic drop-down lists.
|-
| width="400" | [[ProDon:Period Management|Period Management]]
| Procedure to create, manage and use periods.
|-
| width="400" | [[ProDon:Region Management|Region Management]]
| Procedure to create, manage and use regions.
|-
| width="400" | [[ProDon:Summary Management|Summary Management]]
| Procedure to create summaries that are used in master documents and custom reports.
|}

== Transaction structure configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Campaign Management|Campaign Management]]
| Explanations on how to create and manage campaigns.
|-
| width="400" | [[ProDon:Origin Code Management|Origin Code Management]]
| Procedure to create origin codes.
|-
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]
| Procedure to create General Ledger accounts.
|-
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]
| Explanations for creating and managing donation occasions. Revenues and expenditures.
|-
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' Donations.
|-
| width="400" | [[ProDon:Participant Management|Participant Management]]
| Procedure to configure and use the notion of participant.
|-
| width="400" | [[ProDon:Item Management|Item Management]]
| Coming soon
|-
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]
| Procedure to create payment methods.
|}

 

== Receipts configuration ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
| Explanations on the settings relating to receipts.
|-
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
| Procedure to configure a standard type receipt.
|-
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
| 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]]
| 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']]
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
|}

 

== Customization of the database ==

{| 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]]
| Comparison and use of the 3 customization methods.
|-
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
| Procedure to create and use categorie.
|-
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
| Procedure to create, manage and use characteristics.
|-
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]
| Procedure to create and use customized fileds.
|}

 

== Transaction processing and Deposit loop ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
| Simplified transaction processing
|-
| width="400" | Transactions management
| Comming soon
|-
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
| Procedure that explains how to enter different types of transactions.
|-
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
| Coming soon
|-
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
| Procedure explaining the entry of expenditure transactions.
|-
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
| Procedure to credit a transaction.
|-
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
| 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]]
| Procedure that explains how to validate and transfer a transaction batch.
|-
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
| Procedure for the issuance of receipts following transactions entry.
|-
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
| Procedure for the issuance of documents following the entry of transactions.
|-
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
| 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]]
| Procedure to cancel, reissue or reprint 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.

|}

 

== Clients ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
| Procedure to add a client
|-
| width="400" | [[ProDon:Client Management|Client Management]]
| Explanations on the elements present in the client management and in the client file.
|-
| width="400" |[[ProDon:Client File|Client file]]
| Document describing the tabs of the customer record.
|-
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
| Document describing the client file tabs.
|-
| width="400" | [[ProDon:Relations|Relations]]
| Procedure explaining the relation concept and the relation management.
|-
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
| Procedure to search and eliminate duplicates.
|-
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
| Procedure to eliminate a known duplicate.
|}

 

== Couple management ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|-
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
| Procedure for issuing couple receipts.
|-
| width="400" | Mailing to a couple
| Coming soon
|-
| width="400" |[[ProDon:Client File|C]]<nowiki/>ouple greeting
|Coming soon
|}

== Multi-management / Information extraction ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[Common functions:View Management|View Management]]
| Procedure to configure views in the different managements.
|-
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
| Explanations on the use of these fields.
|-
| width="400" | [[Common functions:Search Bar|Search Bar]]
| Explanations on the search bar.
|-
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
| Explanations on the "Filter Data" tool.
|-
| 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.
|-
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
| Explanations on how to create and use customized lists.
|-
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
| Procedure to configure and use custom reports.
|-
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
| Explanations concerning the use of summaries in the histories
|-
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
|Explanations concerning the use of analysis grid in the histories.
|-
| 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.
|}

 

== Mass mailing and master documents ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Master Document Management|Master Document Management]]
| Procedure to create master documents integrated to '''''ProDon'''''.
|-
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
| 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]]
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
|-
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]
| Procedure for the use of the mass mailing functions.
|-
| width="400" | [[ProDon:Mailing History|Mailing History]]
| 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]]
| 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]]
| 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]]
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
|}

 

== Available modules ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
| Configuration and use of importation modules to import data from '''''CSV''''' files.
|-
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
| Procedure for the configuration and the entry of beneficiary type transaction.
|-
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]
| Coming soon
|-
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]
| Coming soon
|}

 

== Multiuser module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:User Management|Creating a new user]]
| Coming soon
|-
| width="400" | [[ProDon:User Management|Creating a new user group]]
| Coming soon
|-
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
| Procedure explaining the visibility and accessibility options.
|-
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
| Procedure explaining how to copy user preferences to another user.
|-
| width="400" | [[ProDon:Change_user_password|Change a user password]]
| Procedure to change the password of the user account, of the SUPERVISOR/Admin account and what to do when the SUPERVISOR's password is lost.
|}

 

== Imports module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
|-
| width="400" | Address import
| Coming soon
|-
| width="400" | Means of communication import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Transaction import]]
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
|-
| width="400" | Receipts import
| Coming soon
|-
| width="400" | [[ProDon:Importation Modules|Commitment import]]
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
|-
| width="400" | Tasks import
| Coming soon
|}

 

== Commitments module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
| Procedure to enter the information of your prospects
|-
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
| Procedure to manage commitments and explanation of each type of commitments.
|-
| width="400" | Procedure to generate commitment transactions
| Coming soon
|-
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
| Procedure to guide you with entering commitment by objective.
|-
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
| Procedure to guide you with entering automatic commitments.
|-
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
| Procedure to guide you with automatic type Commitment transactions
|-
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
|-
| width="400" | Commitment by objective
| Coming soon
|-
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
| Procedure for generating reports with commitments.
|-
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
| Procedure for linking transactions to commitment.
|-
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
| Procedure to help you edit the commitment payment information.
|}

 
== Electronic Transaction Module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
| Procedure to enter and process electronic transactions.
|-
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
| Procedure to help with the processing of bank rejects.
|}

== Online donation module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
|-
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
| Explanations on how to create a Web form.
|-
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
| Explanations on how to configure the customizations of a Web form.
|-
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
| Explanations on how to configure the labels of a Web form.
|-
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
| Explanations on how to import donations online.
|-
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
| Explanations on how to view imported online donations.
|-
| width="400" | [[ProDon:URL Address of the Form|URL Address of the Form]]
| 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)]]
| Explanations on the possible fields and values of the Web forms.
|-
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
| Explanations on the integration with Online Donation Forms.
|-
| width="400" | [[ProDon:Back office|Back office]]
| Explanation to help the user to understand the Back office.
|}

 

== E-mail blast module ==

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
| Procedure to add and modify an E-mail Blast master document.
|-
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
| Procedure to prepare a distribution list.
|-
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
| Procedure to configure the mailing of an E-mail Blast.
|-
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
| Procedure to view the mailing statistics of an E-mail Blast.
|}

 

== eReceipt Module ==
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
| Procedure to configure the eReceipt options in client files and transaction.
|-
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
|Procedure to configure thank-you email.
|-
|Sending eReceipt
|Procedure to send eReceipt
|-
|Assignment of the thank-you for transaction already entered
|Coming soon
|-
|}
 
== Update descriptions ==

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
|List of changes and corrections.
|-
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
|List of changes and corrections.
|-
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
|List of changes and corrections.
|-
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
|List of changes and corrections.
|}

== Documents ==

=== Technical documents ===

{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
|Hardware and software requirements for Logilys applications.
|-
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
| 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]]
| Coming soon
|-
| width="400" | [[Common functions:Automated Data Saving through a Planned Task|Automated Data Saving through a Planned Task]]
| Coming soon
|-
| width="400" | [[Common functions:VPN and Performance|VPN and Performance]]
| Coming soon
|-
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|This document presents the available options for use and aquisition of the required Office 365 license(s) for the LogiCloud hosting service.
|}

=== Training plans ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
|Training plan on the basis of ProDon.
|-
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
| Training plan E-mail Blast module.
|-
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
| Training plan Online donation module.
|}

=== Training Documents(PDF) ===
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
|-
|Report Occasion results - Annual campaign
|Coming soon. Example of a report of a donation occasion results.
|-
|Report Occasion results - Fundraising cocktail party
|Coming soon. Example of a report of a donation occasion results.
|}

=== Policies ===

{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
|Terms of use for IMakeAnOnlineDonation and IRegisterNow.
|-
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
|Confidentiality policy of our websites.
|-
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|Logilys community regulations.
|-
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
|Commitment policy of confidentiality regarding your data.
|-
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
|Logilys Sofware Licence Agreement ("SLA")
|}

 
{{Footer_ProDon}}

ProDon:UPDATE 506 Column Titles

2018-03-15T19:57:03Z

Stalbot:

= List of columns whose title changed =
{| class="wikitable sortable"
!Old name
!New name
|-
|Acc. desc.
|GL desc.
|-
|Accoun. code
|GL code
|-
|Account No.
|Bank code
|-
|Account No.
|Pay. account No.
|-
|Accounting proj. ID
|Acct. proj. ID
|-
|Accounting project
|Acct. proj. desc.
|-
|Acct.
|GL code
|-
|Acct. desc.
|GL desc.
|-
|Acct. exp. code
|GL exp. code
|-
|Acct. proj.
|Acct. proj. desc.
|-
|Acct. proj. code
|Acct. proj. code
|-
|Acct. sys. desc. (client)
|Cli. GL desc.
|-
|Acct. sys. desc. (designated donation)
|Designated donation
|-
|Acct. sys. desc. (designated donation) (client's language)
|Designated donation (client's language)
|-
|Acct. sys. desc. (designated donation, client's language)
|Designated donation (client's language)
|-
|Acctg proj. ID
|Acct. proj. ID
|-
|Acctg. sys. code (client)
|Cli. GL code
|-
|Act. code
|Act. code
|-
|Active canv. since
|Canv. active since
|-
|Active canvasser?
|Canv. inactive?
|-
|Activity
|Act. desc.
|-
|Activity (client's language)
|Act. desc. (client's language)
|-
|Activity ID
|Act. ID
|-
|Automatic relation
|Rel. automatic?
|-
|Bank account
|Bank desc.
|-
|Bank account ID
|Bank ID
|-
|C1-Canv. code
|C1-Canv. code
|-
|C1-Canvasser (First name Last name)
|C1-Canv. (First name Last name)
|-
|C1-Canvasser (Last name, First name)
|C1-Canv. (Last name, First name)
|-
|C1-Canvasser Contact
|C1-Canv. contact (First name Last name)
|-
|C1-Canvasser Job title
|C1-Canv. job title
|-
|C1-Code lng.
|C1-Language code
|-
|C1-Code sect.
|C1-Sector code
|-
|C1-Division
|C1-Division desc.
|-
|C1-Division code
|C1-Division code
|-
|C1-Gender
|C1-Gender desc.
|-
|C1-ID Language
|C1-Language ID
|-
|C1-ID sector
|C1-Sector ID
|-
|C1-Language
|C1-Language desc.
|-
|C1-Sector
|C1-Sector desc.
|-
|C2-Canv. code
|C2-Canv. code
|-
|C2-Canvasser (First name Last name)
|C2-Canv. (First name Last name)
|-
|C2-Canvasser (Last name, First name)
|C2-Canv. (Last name, First name)
|-
|C2-Canvasser Contact
|C2-Canv. contact (First name Last name)
|-
|C2-Canvasser Job title
|C2-Canv. job title
|-
|C2-Code lng.
|C2-Language code
|-
|C2-Code sect.
|C2-Sector code
|-
|C2-Division
|C2-Division desc.
|-
|C2-Division code
|C2-Division code
|-
|C2-Gender
|C1-Gender desc.
|-
|C2-ID Language
|C2-Language ID
|-
|C2-ID sector
|C2-Sector ID
|-
|C2-Language
|C2-Language desc.
|-
|C2-Sector
|C2-Sector desc.
|-
|Camp. code
|Campaign code
|-
|Camp. ID
|Campaign ID
|-
|Campaign
|Campaign desc.
|-
|Campaign id.
|Campaign ID
|-
|Canv. (Last name, First name)
|Canv. (Last name, First name)
|-
|Canv. active since
|Canv. active since
|-
|Canv. code
|Canv. code
|-
|Canv. code
|Cli. Canv. code
|-
|Canv. code (client)
|Cli. Canv. code
|-
|Canv. contact (Last name, First name)
|Canv. contact (Last name, First name)
|-
|Canv. contact Preferred email
|Canv. contact preferred email
|-
|Canv. contact Preferred telephone
|Canv. contact preferred telephone
|-
|Canv. contact Preferred website
|Canv. contact preferred website
|-
|Canv. inactive since
|Canv. inactive since
|-
|Canv. inactive?
|Canv. inactive?
|-
|Canv. job title (client)
|Cli. Canv. job title
|-
|Canvasser (First name Last name)
|Canv. (First name Last name)
|-
|Canvasser (First name Last name)
|Canv. (First name Last name)
|-
|Canvasser (Last name, First name)
|Canv. (Last name, First name)
|-
|Canvasser Client No.
|Canv. No.
|-
|Canvasser Contact
|Canv. contact (First name Last name)
|-
|Canvasser Contact (Last name, First name)
|Canv. contact (Last name, First name)
|-
|Canvasser Contact canv. (First name Last name)
|Canv. contact (First name Last name)
|-
|Canvasser ID
|Canv. No.
|-
|Canvasser Job title
|Canv. job title
|-
|Canvasser Preferred email
|Canv. preferred email
|-
|Canvasser Preferred telephone
|Canv. preferred telephone
|-
|Canvasser Preferred website
|Canv. preferred website
|-
|Canvasser?
|Canv.?
|-
|Cash?
|Pay. cash?
|-
|Cli. Canv. (Last name, First name)
|Cli. Canv. (Last name, First name)
|-
|Client Can. code
|Cli. Canv. code
|-
|Client canvasser (First name Last name)
|Cli. Canv. (First name Last name)
|-
|Client canvasser (Last name, First name)
|Cli. Canv. (Last name, First name)
|-
|CliLanguage
|Language ID
|-
|Code lng.
|Language code
|-
|Code tax grp
|Tax group code
|-
|Conf. No (Instant pay.)
|Pay. instant Conf. No.
|-
|Contact canv. (First name Last name)
|Canv. contact (First name Last name)
|-
|Contact canv. (Last name First name)
|Canv. contact (Last name, First name)
|-
|Contact Code lng. (billed to)
|Contact Language code (billed to)
|-
|Contact Language (billed to)
|Contact Language desc. (billed to)
|-
|Contact Language (delivered to)
|Contact Language desc. (delivered to)
|-
|Contact Language ID (billed to)
|Contact Language ID (billed to)
|-
|Contact Language ID (delivered to)
|Contact Language ID (delivered to)
|-
|Contact Lng. code (billed to)
|Contact Language code (billed to)
|-
|Created on
|Document issued on
|-
|Credit card No.
|Pay. credit card No.
|-
|Cust. canv. code
|Canv.? (code)
|-
|Date act. sol.
|Canv. active since
|-
|Date inact. sol.
|Canv. inactive since
|-
|Description instant paym.
|Pay. instant desc.
|-
|Division
|Division desc.
|-
|Division code
|Division code
|-
|Doc. code
|Document code
|-
|Doc. language
|Document language desc.
|-
|Doc. to be reprinted
|Document to be reprinted?
|-
|Document
|Document desc.
|-
|Document (status)
|Document status
|-
|Document ID (status)
|Document status ID
|-
|Edit date instant paym. status
|Pay. instant status date
|-
|Electronic type ID
|Pay. credit or debit
|-
|English message (Instant pay.)
|Pay. instant err. desc. en.
|-
|Error code (Instant pay.)
|Pay. instant err. code
|-
|Exp. code
|Expense code
|-
|Expense
|Expense desc.
|-
|Expiration (Instant Pay.)
|Pay. instant expir.
|-
|Expiration date required
|Pay. expir. required?
|-
|Expiry
|Pay. expir.
|-
|Form language ID
|Form Language ID
|-
|French message (Instant pay.)
|Pay. instant err. desc. fr.
|-
|Gender
|Gender desc.
|-
|Gender (abbr.)
|Gender code
|-
|Gender ID
|Gender ID
|-
|GL account code
|GL code
|-
|GL account desc.
|GL desc.
|-
|GL account ID
|GL ID
|-
|Holder
|Pay. holder
|-
|ID gender
|Gender ID
|-
|ID Language
|Language ID
|-
|ID Occa.
|Occa. ID
|-
|ID Sector
|Sector ID
|-
|In-kind?
|Pay. in-kind?
|-
|Inactive canv.?
|Canv. inactive?
|-
|Instant pay. status
|Pay. instant status
|-
|Instant paym. No.
|Pay. instant card No.
|-
|Instant payment
|Pay. instant?
|-
|Institution name
|Pay. institution name
|-
|Institution No.
|Pay. institution No.
|-
|Instrument?
|Pay. instrument?
|-
|Invoice payment
|Pay. of an invoice
|-
|Invoice payment
|Pay. of an invoice?
|-
|Invoice payment?
|Pay. of an invoice?
|-
|Is a canv.?
|Canv.?
|-
|Issued
|Document issued?
|-
|Item
|Item desc.
|-
|Item category
|Item category
|-
|Item code
|Item code
|-
|Item ID
|Item ID
|-
|Item note
|Item note
|-
|Job title (canvasser)
|Canv. job title
|-
|Language
|Language desc.
|-
|Language (billed to)
|Language desc. (billed to)
|-
|Language (delivered to)
|Language desc. (delivered to)
|-
|Language ID
|Language ID
|-
|Language ID (billed to)
|Language ID (billed to)
|-
|Language ID (client)
|Language ID
|-
|Language ID (delivered to)
|Language ID (delivered to)
|-
|Letter code for email
|Thx email doc. code
|-
|Letter for email
|Thx email doc. desc.
|-
|Lng. code
|Language code
|-
|Lng. code (billed to)
|Language code (billed to)
|-
|Lng. code (delivered to)
|Language code (delivered to)
|-
|Merchant tr. No
|Pay. instant status
|-
|Occa. code
|Occa. code
|-
|Occa. Desc.
|Occa. desc.
|-
|Occasion
|Occa. desc.
|-
|Occasion (client's language)
|Occa. desc. (client's language)
|-
|Occasion code (Eng)
|Occa. code (Eng)
|-
|Occasion code (Trx)
|Occa. code (Trx)
|-
|Occasion desc. (Eng)
|Occa. desc. (Eng)
|-
|Occasion desc. (Trx)
|Occa. desc. (Trx)
|-
|Occasion ID
|Occa. ID
|-
|Origin
|Origin desc.
|-
|Origin ID
|Origin ID
|-
|P-Can. active since
|P-Canv. active since
|-
|P-Can. inactive since
|P-Canv. inactive since
|-
|P-Can. inactive?
|P-Canv. inactive?
|-
|P-Division
|P-Division desc.
|-
|P-Division code
|P-Division code
|-
|P-Gender
|P-Gender desc.
|-
|P-Gender (abbr.)
|P-Gender code
|-
|P-Gender ID
|P-Gender ID
|-
|P-Is a can.?
|P-Canv.?
|-
|P-Language
|P-Language desc.
|-
|P-Language ID
|P-Language ID
|-
|P-Lng. code
|P-Language code
|-
|P-Sec. code
|P-Sector code
|-
|P-Sector
|P-Sector desc.
|-
|P-Sector ID
|P-Sector ID
|-
|Part. gender
|Part. gender desc.
|-
|Part. relation type
|Part. Rel. type desc.
|-
|Part. Sect. code
|Part. Sector code
|-
|Part. Sector
|Part. Sector desc.
|-
|Pay. code
|Pay. code
|-
|Pay. code (Grouping)
|Pay. code (Grouping)
|-
|Pay. Ref.
|Pay. ref.
|-
|Payer gender
|Payer gender desc.
|-
|Payer Sect. code
|Payer Sector code
|-
|Payer Sector
|Payer Sector desc.
|-
|Payment
|Pay. desc.
|-
|Payment (Grouping)
|Pay. desc. (Grouping)
|-
|Payment (type)
|Pay. type ID
|-
|Payment for invoicing
|Pay. for invoicing
|-
|Payment ID
|Pay. ID
|-
|Payment pending
|Pay. type ID
|-
|Pending
|Pay. type ID
|-
|R-Relation
|R-Rel. type desc.
|-
|R-Relation code
|R-Rel. type code
|-
|Regist. Gender
|Regist. gender desc.
|-
|Regist. Sect. code
|Regist. Sector code
|-
|Regist. Sector
|Regist. Sector desc.
|-
|Relation Type ID
|Rel. type ID
|-
|Request expiration date
|Pay. expir.?
|-
|Reverse relation
|Rel. reverse?
|-
|Sec. code
|Sector code
|-
|Sect. Code
|Sector code
|-
|Sector
|Sector desc.
|-
|Sector code
|Sector code
|-
|Sector ID
|Sector ID
|-
|Show instit. name?
|Pay. show institution?
|-
|Tax group
|Tax group desc.
|-
|Thank-you
|Thx name
|-
|Thank-you ID
|Thx ID
|-
|Third-party Division
|Third-party Division desc.
|-
|Third-party Division code
|Third-party Division code
|-
|Third-party Division ID
|Third-party Division ID
|-
|Third-party ID Sector
|Third-party Sector ID
|-
|Third-party Language (abbr.)
|Third-party Language code
|-
|Third-party Sec. code
|Third-party Sector code
|-
|Third-party Sector
|Third-party Sector desc.
|-
|Tr. form
|Tr. form desc.
|-
|Tr. form code
|Tr. form code
|-
|Tr. nature
|Tr. nature desc.
|-
|Tr. nature code
|Tr. nature code
|-
|Transfer/Credit card
|Pay. credit or debit
|-
|Transit
|Pay. transit
|}

ProDon:UPDATE 506 Column Titles

2018-03-15T19:53:54Z

Stalbot: Created page with "= List of columns whose title changed = {| class="wikitable sortable" !Old name !New name |- |Acc. desc. |GL desc. |- |Accoun. code |GL code |- |Account No. |Bank code |- |Acc..."