Difference between revisions of "ProDon:Table of Contents"
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== Receipts configuration == | == Receipts configuration == | ||
| − | + | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]] | |
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| − | + | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]] | |
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| − | + | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]] | |
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| − | + | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] | |
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| − | + | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] | |
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== Customization of the database == | == Customization of the database == | ||
| − | + | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]] | |
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| − | + | [[ProDon:Categorie_Management|Categorie_Management]] | |
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| − | + | [[ProDon:Characteristic Management|Characteristic Management]] | |
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| − | + | [[ProDon:Customized Field Configuration|Customized Field Configuration]] | |
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== Transaction processing and Deposit loop == | == Transaction processing and Deposit loop == | ||
| − | + | [[ProDon:Transaction_Processing|Transaction Processing]] | |
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| width="400" | Transactions management | | width="400" | Transactions management | ||
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| − | | | + | [[ProDon:Transaction Logging|Transaction Logging]] |
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| + | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]] | ||
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| + | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] | ||
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| + | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]] | ||
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| + | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]] | ||
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| + | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]] | ||
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| + | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]] | ||
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| + | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] | ||
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| + | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | ||
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| + | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]] | ||
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| + | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]] | ||
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Revision as of 13:44, 29 May 2024
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
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
General Configuration
Transaction structure configuration
Accounting System Links Management
Receipts configuration
General Configuration of the Receipt
Configuration of a Standard Type Receipt
Configuration of a Word Type Receipt
Configuration of a Thank-you Letter Integrated
'To be calculated' Status to 'To be issued'
Customization of the database
Categories vs Customized Fields vs Characteristics
Customized Field Configuration
Transaction processing and Deposit loop
| width="400" | Transactions management
Different Clients of a Transaction
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Clients
| Procedure to add a client |
| Client Management |
| Client file |
| Manipulation of client file tabs |
| Relations |
| Searching and Eliminating Duplicates |
| Merging and Deleting a Client |
Couple management
| Issuance of couple receipt |
| Mailing to a couple |
| Couple greeting |
Multi-management / Information extraction
Mass mailing and master documents
Available modules
| Accounting Integration Module |
| Beneficiaries Module |
| Invoicing Module |
| Multi-organization Module |
Multiuser module
| Creating a new user |
| Creating a new user group |
| Visibility in views, filters, tasks, etc. |
| Copy user preferences to another user |
| Change a user password |
Imports module
| Client import and update module |
| Address import |
| Means of communication import |
| Transaction import |
| Receipts import |
| Commitment import |
| Tasks import |
Commitments module
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
E-mail blast module
| Preparing the Master Document |
| Preparing the Distribution List |
| Sending the E-mail Blast |
| Viewing Mailing Statistics |
eReceipt Module
| eReceipt options |
| Thank-you email configuration |
| Sending eReceipt |
| Assignment of the thank-you for transaction already entered |
Update descriptions
Documents
Technical documents
Training plans
| Introduction to ProDon |
| E-mail Blast Module |
| Online Donation Module |
Training Documents(PDF)
| Report Occasion results - Annual campaign |
| Report Occasion results - Fundraising cocktail party |
Policies
| Terms of use |
| IMakeAnOnlineDonation Confidentiality policy |
| Community regulations |
| Logilys Confidentiality policy |
| Software Licence Agreement |
Document name: ProDon:Table of Contents
