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]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
−
|-
 
−
| width="400" | [[ProDon:Lexicon|Lexicon]] 
 
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| 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.
 
−
|}
 
  
−
<br>  
+
[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]
 +
 
 +
 
 +
'''<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]]
 +
 
 +
 
 +
 
 +
== Clients & Relations  ==
 +
 
 +
[[ProDon Procedure to add a client|Procedure to add a client]]
  
−
== Updates in Prodon 5  ==
+
[[ProDon:Client Management|Client Management]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
|-
 
−
| 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.
 
−
|-
 
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| 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:Region Management|New features in Prodon 5]]
 
−
| '''''Prodon 5''''' presentation.
 
−
|}
 
  
−
== General Configuration  ==
+
[[ProDon:Relations|Relations]]
  
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{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[[ProDon:Relation_Types|Relations Types]]
−
|-
 
−
| 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.
 
−
|}
 
  
−
<br>
+
[[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  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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[[ProDon:Campaign Management|Campaign Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Campaign Management|Campaign Management]]  
+
[[ProDon:Origin Code Management|Origin Code Management]]  
−
| Explanations on how to create and manage campaigns.
+
 
−
|-
+
[[ProDon:Accounting System Links Management|Accounting System Links Management]]  
−
| 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]]
 
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| Explanations for creating and managing donation occasions. Revenues and expenditures.
 
−
|-
 
−
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]
 
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
−
|-
 
−
| 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.
 
−
|}
 
  
−
<br>  
+
[[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]]
 +
 
 +
 
 +
<br>
  
 
== Receipts configuration  ==
 
== Receipts configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
−
|-
+
 
−
| width="400" | [[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
−
| Explanations on the settings relating to receipts.
+
 
−
|-
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
−
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
 
−
| Procedure to configure a standard type receipt.
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
−
|-
+
 
−
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
−
| 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".
 
−
|}
 
  
 
<br>  
 
<br>  
Line 124: Line 108:
 
== Customization of the database  ==
 
== Customization of the database  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
−
|-
+
 
−
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
+
[[ProDon:Characteristic Management|Characteristic Management]]
−
| Comparison and use of the 3 customization methods.
+
 
−
|-
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
−
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]]
+
 
−
| Procedure to create and use categorie.
+
[[ProDon:Preferences|Preferences]]  
−
|-
+
 
−
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Default Values|Default Values]]
−
| Procedure to create, manage and use characteristics.
+
 
−
|-
+
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] 
−
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
+
 
−
| Procedure to create and use customized fileds.
 
−
|}
 
  
 
<br>
 
<br>
Line 143: Line 125:
 
== Transaction processing and Deposit loop  ==
 
== Transaction processing and Deposit loop  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
|-
+
 
−
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
+
[[ProDon:Transaction Logging|Transaction Logging]]  
−
| Simplified transaction processing
+
 
−
|-
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
−
| width="400" | Transactions management
+
 
−
| Comming soon
+
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
−
|-
+
 
−
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]  
+
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]  
−
| Procedure that explains how to enter different types of transactions.
+
 
−
|-
+
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]  
−
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
+
 
−
| Coming soon
+
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
−
|-
+
 
−
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]  
+
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]  
−
| Procedure explaining the entry of expenditure transactions.
+
 
−
|-
+
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]  
−
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]  
+
 
−
| Procedure to credit a transaction.
+
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
−
|-
 
−
| 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.
 
  
−
|}
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
  
−
<br>
 
  
−
== Clients  ==
 
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
<br>
−
|-
+
 
−
| 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" |Client file
 
−
| Coming soon
 
−
|-
 
−
| 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.
 
−
|}
 
  
 
<br>
 
<br>
 +
  
 
== Multi-management / Information extraction  ==
 
== Multi-management / Information extraction  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
−
|-
+
 
−
| width="400" | [[Common functions:View Management|View Management]]
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| Procedure to configure views in the different managements.
+
 
−
|-
+
[[Common functions:Search Bar|Search Bar]]  
−
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
+
 
−
| Explanations on the use of these fields.
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
|-
+
 
−
| width="400" | [[Common functions:Search Bar|Search Bar]]  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
−
| Explanations on the search bar.
+
 
−
|-
+
[[ProDon:Customized Lists|Customized Lists]]  
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
+
 
−
| Explanations on the "Filter Data" tool.
+
[[ProDon:Custom Reports|Custom Reports]]  
−
|-
+
 
−
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]  
+
[[ProDon:Analysis Summary|Analysis Summary]]  
−
| 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 "Analysis and history".
 
−
|-
 
−
| 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.
 
−
|}
 
  
 
<br>  
 
<br>  
Line 252: 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]]  
 
−
| 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.
 
−
|}
 
  
−
<br>
+
[[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]]
  
−
== 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]]
 
−
| 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
 
−
|}
 
  
 
<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]]
 
−
| 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.
 
−
|}
 
  
 
<br>
 
<br>
Line 324: 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]]  
−
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
+
 
−
|-
+
[[ProDon:Importation Modules|Commitment import]]  
−
| 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
 
−
|}
 
  
−
<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)]]  
−
| Procedure to enter the information of your prospects
+
 
−
|-
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
−
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]  
+
 
−
| Procedure to manage commitments and explanation of each type of commitments.
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
−
|-
+
 
−
| width="400" | Procedure to generate commitment transactions 
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
−
| Coming soon
+
 
−
|-
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
−
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+
 
−
| Procedure to guide you with entering commitment by objective.
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
−
|-
+
 
−
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
−
| Procedure to guide you with entering automatic commitments.
+
 
−
|-
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
−
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
+
 
−
| Procedure to guide you with automatic type Commitment transactions
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
−
|-
+
 
−
| 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.
 
−
|}
 
  
 
<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]]  
+
 
−
| Procedure to enter and process electronic transactions.
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
|-
 
−
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
 
−
| Procedure to help with the processing of bank rejects.
 
−
|}
 
  
 
== 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]]  
+
 
−
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
+
[[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]
−
| Explanations on how to create a Web form.
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
+
 
−
| Explanations on how to configure the customizations of a Web form.
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
−
|-
+
 
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]  
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
−
| Explanations on how to configure the labels of a Web form.
+
 
−
|-
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]  
+
 
−
| Explanations on how to import donations online.
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
−
|-
+
 
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]  
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
−
| Explanations on how to view imported online donations.
+
 
−
|-
+
 
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
| Explanations on how to find the hyperlink of a Web form.
+
 
−
|-
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
−
| 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.
+
=== 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]
−
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
+
 
−
| Explanations on the integration with Online Donation Forms.
+
[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]
−
|-
+
 
−
| width="400" | [[ProDon:Back office|Back office]]  
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
−
| Explanation to help the user to understand the Back office.
+
 
−
|}
+
[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 441: 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]]  
−
| Procedure to add and modify an E-mail Blast master document.
+
 
−
|-
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]  
+
 
−
| Procedure to prepare a distribution list.
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
−
|-
+
 
−
| 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.
 
−
|}
 
  
 
<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|Client file's eReceipt options]]  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
| Procedure to configure the eReceipt options in client files.
+
 
−
|-
+
 
−
|}
 
 
<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]
−
|-
+
 
−
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]  
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
−
|List of changes and corrections.
+
 
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
−
| 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.
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
−
|-
+
 
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
+
[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]
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000100&l=1&w=5,000199 ProDon 5.0.1]
+
 
−
|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]
−
|-
+
 
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000000&l=1&w=5,000099 ProDon 5.0.0]
+
[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]
−
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=4,070300&l=1&w=4,070399 ProDon 4.7.3]
+
 
−
|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]
−
|}
+
 
 +
[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]]
 +
 
  
−
== Documents ==
+
== Policies ==
  
−
=== Technical documents  ===
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
|[http://www.logilys.com/documents/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 ===
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| 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) ===
+
[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]
 
−
|Training plan on the basis of ProDon.  
 
−
|-
 
−
| width="400" |[http://logilys.com/documents/occasion_structure_template.pdf Occasions - Templates]
 
−
|Coming soon. Occasion structure (example and template).
 
−
|-
 
−
|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.
 
−
|-
 
−
|Deposit report - Batch transactions
 
−
|Coming soon.  Example of a deposit report.
 
−
|-
 
−
|Deposit report - Deposit slip
 
−
|Coming soon.  Example of a deposit report.
 
−
|-
 
−
|Deposit report - Deposit summary
 
−
|Coming soon.  Example of a deposit report.
 
−
|-
 
−
|In Memoriam Gift report - Donor list
 
−
|Coming soon.  Example of an In Memoriam Gifts report.
 
−
|-
 
−
|Receipt - Canada
 
−
|Coming soon.  Example of a fiscal receipt.
 
−
|-
 
−
|Receipt - France
 
−
|Coming soon.  Example of a fiscal receipt.
 
−
|}
 
  
−
=== 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]
 
−
|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://www.logilys.com/entreprise/confidentialite/ Logilys Confidentiality policy]
 
−
|Commitment policy of confidentiality regarding your data.
 
−
|}
 
  
 
<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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