Difference between revisions of "ProDon:Table of Contents"

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{{Header_TOC}}
 
{{Header_TOC}}
  
−
This is the table of contents of ProDon help documentation.
+
<br><br>
  
−
To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
+
== 100% Web-based PRODON Hybrid Plan ==
 +
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
  
−
== General  ==
+
== Hosted service ==
 +
[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
  
−
[[ProDon:Lexicon|Lexicon]] 
+
[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
  
−
[[Common functions:Web Update|Web Update]]  
+
[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]
  
−
[[Common functions:Performing Data Backup|Performing Data Backup]]  
+
[https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service]
  
−
[[Common functions:Restoring Data|Restoring Data]]  
+
[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]
  
  
 +
'''<u>100% Web-based PRODON</u>'''
 +
 +
[https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - <span style="color: rgb(255, 0, 0);">'''For plan subscribers ONLY'''</span>
 +
 +
== 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]]
  
−
<br>
 
  
−
== General Configuration  ==
 
  
 +
== Clients & Relations  ==
  
−
[[ProDon:Preferences|Preferences]]  
+
[[ProDon Procedure to add a client|Procedure to add a client]]
  
−
[[ProDon:Default Values|Default Values]]  
+
[[ProDon:Client Management|Client Management]]  
  
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
  
−
[[ProDon:Period Management|Period Management]]  
+
[[ProDon:Relations|Relations]]
  
−
[[ProDon:Region Management|Region Management]]  
+
[[ProDon:Relation_Types|Relations Types]]
  
−
[[ProDon:Summary Management|Summary Management]]
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
  
 +
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
== Transaction structure configuration  ==
 
== Transaction structure configuration  ==
  
Line 48: Line 82:
 
[[ProDon:Participant Management|Participant Management]]  
 
[[ProDon:Participant Management|Participant Management]]  
  
−
[[ProDon:Item Management|Item Management]]  
+
[[ProDon:Payment Method Management|Payment Method Management]]  
  
−
[[ProDon:Payment Method Management|Payment Method Management]]  
+
[[ProDon:Period Management|Period Management]]
  
 +
[[ProDon:Summary Management|Summary Management]]
  
 +
 
 
<br>
 
<br>
  
Line 74: Line 110:
 
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
 
[[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]]
 +
 
 +
[[ProDon:Preferences|Preferences]]  
  
−
[[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Default Values|Default Values]]
  
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
  
  
Line 107: Line 147:
 
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
 
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
  
 +
 +
 +
<br>
  
  
 
<br>
 
<br>
  
−
== Clients  ==
 
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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== Multi-management / Information extraction  ==
−
|-
+
 
−
| width="400" | [[ProDon Procedure to add a client|Procedure to add a client]]
+
−
|-
+
 
−
| width="400" | [[ProDon:Client Management|Client Management]]
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
|-
 
−
| width="400" |[[ProDon:Client File|Client file]]
 
−
|-
 
−
| width="400" | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 
−
|-
 
−
| width="400" | [[ProDon:Relations|Relations]]
 
−
|-
 
−
| width="400" | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 
−
|-
 
−
| width="400" | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
 
−
|}
 
  
−
<br>
+
[[Common functions:Search Bar|Search Bar]]
 +
 
 +
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
  
−
== Couple management  ==
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
  
 +
[[ProDon:Customized Lists|Customized Lists]]
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[[ProDon:Custom Reports|Custom Reports]]  
−
|-
 
−
| width="400" | [[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
 
−
|}
 
  
−
== Multi-management / Information extraction  ==
+
[[ProDon:Analysis Summary|Analysis Summary]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[Common functions:View Management|View Management]]
 
−
|-
 
−
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 
−
|-
 
−
| width="400" | [[Common functions:Search Bar|Search Bar]]
 
−
|-
 
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
 
−
|-
 
−
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
−
|-
 
−
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
 
−
|-
 
−
| width="400" | [[ProDon:Custom Reports|Custom Reports]]
 
−
|-
 
−
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
 
−
|-
 
−
|[http://wikien.logilys.com/index.php/ProDon:Analysis_Grid Analysis Grid]
 
−
|-
 
−
| width="400" | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
 
−
|}
 
  
 
<br>  
 
<br>  
Line 169: Line 178:
 
== Mass mailing and master documents  ==
 
== Mass mailing and master documents  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Master Document Management|Master Document Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Master Document Management|Master Document Management]]  
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
−
|-
+
 
−
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
|-
+
 
−
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
+
[[ProDon:Mass Mailing|Mass Mailing]]  
−
|-
+
 
−
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
+
[[ProDon:Mailing History|Mailing History]]  
−
|-
+
 
−
| width="400" | [[ProDon:Mailing History|Mailing History]]  
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
 
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
−
|-
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 
−
|}
 
  
−
<br>
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
  
−
== Available modules  ==
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]
 
−
|}
 
  
 
<br>
 
<br>
  
−
== Multiuser module ==
+
== Available modules ==
 +
 
 +
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 +
 
 +
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[ProDon:User Management|Creating a new user]]
 
−
|-
 
−
| width="400" | [[ProDon:User Management|Creating a new user group]]
 
−
|-
 
−
| width="400" | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
 
−
|-
 
−
| width="400" | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 
−
|-
 
−
| width="400" | [[ProDon:Change_user_password|Change a user password]]
 
−
|}
 
  
 
<br>
 
<br>
Line 220: Line 208:
 
== Imports module  ==
 
== Imports module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Importation Modules|Client import and update module]]  
−
|-
+
 
−
| width="400" | [[ProDon:Importation Modules|Client import and update module]]  
+
[[ProDon:Importation Modules|Transaction import]]  
−
|-
+
 
−
| width="400" | [[ProDon:Importation Modules|Transaction import]]  
+
[[ProDon:Importation Modules|Commitment import]]  
−
|-
+
 
−
| width="400" | [[ProDon:Importation Modules|Commitment import]]  
 
−
|}
 
  
−
<br>  
+
<br>
  
 
== Commitments module  ==
 
== Commitments module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Prospecting_Module|Prospecting]]  
−
|-
+
 
−
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]  
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
−
|-
+
 
−
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
|-
+
 
−
| width="400" | [[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]]
−
|-
+
 
−
| width="400" | [[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]]
−
|-
+
 
−
| width="400" | [[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]]  
−
|-
+
 
−
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
|-
+
 
−
| width="400" | [[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]]  
−
|-
+
 
−
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
 
−
|}
 
  
 
<br>
 
<br>
 +
 
== Electronic Transaction Module ==
 
== Electronic Transaction Module ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
+
 
−
|-
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
 
−
|}
 
  
 
== Online donation module  ==
 
== Online donation module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
−
|-
+
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
−
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]  
+
 
−
|-
+
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
−
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
−
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
−
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
+
 
−
|-
+
 
−
| width="400" | [[ProDon:Back office|Back office]]  
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
|}
+
 
 +
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
 +
 
 +
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
 +
[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]
 +
 
 +
 
 +
'''<u>Frequently Asked Questions (FAQ)</u>'''
 +
 
 +
[[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&nbsp;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]]  
 +
 
  
 
<br>
 
<br>
Line 294: Line 324:
 
== E-mail blast module  ==
 
== E-mail blast module  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
|-
+
 
−
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
−
|-
+
 
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
|-
+
 
−
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
|-
+
 
−
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
−
|}
 
  
 
<br>
 
<br>
  
 
== eReceipt Module ==
 
== eReceipt Module ==
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
|-
+
 
−
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
|-
+
 
−
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
+
 
−
|-
 
−
|}
 
 
<br>
 
<br>
 +
 
== Update descriptions  ==
 
== Update descriptions  ==
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[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=5,001700&l=1&w=5,001799 Prodon 5.0.17]
+
 
−
|-
+
[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=5,001600&l=1&w=5,001699 Prodon 5.0.16]
+
 
−
|-
+
[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=5,001500&l=1&w=5,001599 Prodon 5.0.15]
+
 
−
|-
+
[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=5,001400&l=1&w=5,001499 Prodon 5.0.14]
+
 
−
|-
+
[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=5,001300&l=1&w=5,001399 Prodon 5.0.13]
+
 
−
|-
+
[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=5,001200&l=1&w=5,001299 Prodon 5.0.12]
+
 
−
|-
+
[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=5,001100&l=1&w=5,001199 Prodon 5.0.11]
+
 
−
|-
+
[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=5,001000&l=1&w=5,001099 Prodon 5.0.10]
+
 
−
|-
+
[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=5,000900&l=1&w=5,000999 Prodon 5.0.9]
+
 
−
|-
+
[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=5,000800&l=1&w=5,000899 Prodon 5.0.8]
+
 
−
|-
+
[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=5,000700&l=1&w=5,000799 Prodon 5.0.7]
+
 
−
|-
+
[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=5,000600&l=1&w=5,000699 Prodon 5.0.6]
+
 
−
|-
+
== Technical documents ==
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
+
 
−
|-
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]  
+
 
−
|-
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[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
+
 
−
|-
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
+
 
−
|}
+
[[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 ==
  
−
== Documents ==
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
  
−
=== Technical documents  ===
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
|[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]
 
−
|-
 
−
| width="400" | [[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://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 
−
|-
 
−
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 
−
|-
 
−
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
 
−
|}
 
  
−
=== Policies ===
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
| width="400" |[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]
 
−
|-
 
−
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
 
−
|}
 
  
 
<br>  
 
<br>  
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 15:45, 25 November 2025

Table of Contents



100% Web-based PRODON Hybrid Plan

View Plans

Hosted service

Connection to the hosted service

Disconnecting from the hosted service

Copy files from the hosted service to the computer

Copy files from the computer to the hosted service

Print from the hosted service


100% Web-based PRODON

Prodon Web Integration - For plan subscribers ONLY

Update & Data Backup

Web Update

Performing Data Backup

Restoring Data

General features

Lexicon

Region Management

View Management

Task and History Management

Protection of personal information (Law 25)

Anonymization

User management

Creating a new user

Visibility in views, filters, tasks, etc.

Copy user preferences to another user

Change a user password


Clients & Relations

Procedure to add a client

Client Management

Manipulation of client file tabs

Relations

Relations Types

Searching and Eliminating Duplicates

Merging and Deleting a Client

Transaction structure configuration

Campaign Management

Origin Code Management

Accounting System Links Management

Donation Occasion Management

In Memoriam Donations

Participant Management

Payment Method Management

Period Management

Summary 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

Characteristic Management

Customized Field Configuration

Preferences

Default Values

Dynamic Drop-down Lists



Transaction processing and Deposit loop

Transaction Processing

Transaction Logging

Expenditure Transaction Logging

Negative Transaction Entry

Entry of Volunteer Hours

Validation and Transfer of a Transaction Batch

Processing Receipts to be Issued

Processing Documents to be Issued

Cancelling a Transaction

Cancelling, Reissuing and Reprinting Receipts

List of Issued and/or Cancelled Receipts






Multi-management / Information extraction

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary



Mass mailing and master documents

Master Document Management

Duplicating a Master Document

Integrating a Word Document in the Database

Mass Mailing

Mailing History

Labels or Envelopes Word 2002-2003

Labels or Envelopes Word 2007

Labels or Envelopes Word 2010



Available modules

Accounting Integration Module

Beneficiaries Module



Imports module

Client import and update module

Transaction import

Commitment import



Commitments module

Prospecting

Commitment Management (Objective vs Automatic)

Entering a commitment by objective

Entering an automatic commitment

Automatic Commitment Transactions

Mass Mailing, follow-ups and reminders for commitments by objective

Mass Mailing, follow-ups and reminders for automatic commitments

Generate Commitment Reports

Link one or more transactions to a commitment

Edit Commitment Payment Information



Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Ticketing – For plan subscribers ONLY

Ticketing

Ticketing - Detailed Procedure

Ticketing - Activity Configuration

Ticketing - Inventory

Ticketing - Event / Raffle

Ticketing - View and Transfer Tickets

Ticketing - QR code scanning

Ticketing - "Tickets" tab in the Prodon web form

Ticketing - Drawing - Regulatory requirements


Frequently Asked Questions (FAQ)

Ticketing - Frequently Asked Questions (FAQ)

Form Designer – For plan subscribers ONLY

Form Designer - Add / edit your Web form title

Form Designer - General Options

Form Designer - Editing Donor Information

Form Designer - Changing Email Options

Form Designer - Modifying the total amount

Form Designer - Modifying donor address options

Form Designer - Adding or Editing Themes

Form Designer - Adding or Editing Image Groups


Frequently Asked Questions (FAQ)

Form designer - Frequently Asked Questions (FAQ)

Classic Prodon

Home Page and Website Configuration

Creating a Client Web form

Creating a Web Form

Web Form Customization Configuration

Label Configuration

Importing Donations

Viewing Donations

URL Address of the Form

Web Form Parameters (Online Donation Module)

Integration with Online Donation Forms

Back office



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



Update descriptions

Prodon 5.0.20

Prodon 5.0.19

Prodon 5.0.18

Prodon 5.0.17

Prodon 5.0.16

Prodon 5.0.15

Prodon 5.0.14

Prodon 5.0.13

Prodon 5.0.12

Prodon 5.0.11

Prodon 5.0.10

Prodon 5.0.9

Technical documents

Hardware and software requirements

Sending domain authentifications

FAQ - PCI Standards

Office 365 for our LogiCloud hosting service


Training plans

Introduction to ProDon

E-mail Blast Module

Online Donation Module


Policies

Terms of use

IMakeAnOnlineDonation Confidentiality policy

Community regulations

Logilys Confidentiality policy

Software Licence Agreement



Document name: ProDon:Table of Contents


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