Difference between revisions of "ProDon:Table of Contents"
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| − | {{ | + | {{Header_TOC}} |
| − | + | == Descriptions of the recent update - 5.0.21 == | |
| + | In order to have the complete description of the recent update, please refer to the following document: | ||
| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002100&l=1&w=5,002199 Version 5.0.21] | |
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| − | + | '''<u><big>New features (for plan subscribers)</big></u>''' | |
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| − | + | '''Prodon web - New features <span style="color: rgb(255, 0, 0);">(You will be redirected to our brand new platform dedicated to the documentation of Prodon Web)</span>''' | |
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| − | + | [https://documentation.logilys.com/en-ca/prodon/prodon-web-integration Prodon Web Integration] | |
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| − | + | [https://documentation.logilys.com/en-ca/prodon/r%C3%A9sum%C3%A9-de-fiche-client-g%C3%A9n%C3%A9r%C3%A9-par-lia Client File Summary (AI-generated)] | |
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| − | + | [https://documentation.logilys.com/en-ca/prodon/g%C3%A9n%C3%A9rer-et-envoyer-les-re%C3%A7us-%C3%A9lectroniques Generating and Sending Electronic Receipts] | |
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| − | + | [https://documentation.logilys.com/en-ca/prodon/centre-de-notifications Notifications center] | |
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| − | + | '''<u><big>Improvements</big></u>''' <u>'''<big>(for plan subscribers)</big>'''</u> | |
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| − | + | '''Web forms''' | |
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| − | + | [https://wikien.logilys.com/index.php/ProDon:Table_of_Contents#Form_Designer_.E2.80.93_For_plan_subscribers_ONLY New form Designer] | |
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| − | + | == 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] | |
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| − | + | [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] | |
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| − | + | [https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service] | |
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| − | + | [https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service] | |
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| − | + | '''<u>100% Web-based PRODON</u>''' | |
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| − | + | [https://scribehow.com/viewer/Prodon_Web_Integration__dr4l06Y2Qh-ezUn117VJUA Prodon Web Integration] - <span style="color: rgb(255, 0, 0);">'''For plan subscribers ONLY'''</span> | |
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| − | + | == Update & Data Backup == | |
| − | + | [[Common functions:Web Update|Web Update]] | |
| − | [[Common functions: | ||
| − | | | + | [[Common functions:Performing Data Backup|Performing Data Backup]] |
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| − | | | + | [[Common functions:Restoring Data|Restoring Data]] |
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| − | + | == General features == | |
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| − | | | + | [[ProDon:Lexicon|Lexicon]] |
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| − | | | + | [[ProDon:Region Management|Region Management]] |
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| − | + | [[Common functions:View Management|View Management]] | |
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| − | | | + | [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] |
| − | + | == Protection of personal information (Law 25) == | |
| − | + | [[ProDon:Anonymization|Anonymization]] | |
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| − | [[ProDon: | ||
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| − | | | + | == User management == |
| − | + | [[ProDon:User Management|Creating a new user]] | |
| − | + | [[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]] |
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| − | | | + | [[ProDon:Change_user_password|Change a user password]] |
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| − | + | == Clients & Relations == | |
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| − | + | [[ProDon Procedure to add a client|Procedure to add a client]] | |
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| − | [[ProDon | ||
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[[ProDon:Client Management|Client Management]] | [[ProDon:Client Management|Client Management]] | ||
| − | | | + | [[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]] |
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| − | | | + | [[ProDon:Relations|Relations]] |
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| − | | | + | [[ProDon:Relation_Types|Relations Types]] |
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| − | + | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]] | |
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| − | [[ProDon: | ||
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[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] | [[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]] | ||
| − | | | + | [[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]] |
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| − | + | == Customization of the database == | |
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| − | | | + | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]] |
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| − | | | + | [[ProDon:Characteristic Management|Characteristic Management]] |
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| − | | | + | [[ProDon:Customized Field Configuration|Customized Field Configuration]] |
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| − | + | [[ProDon:Preferences|Preferences]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Default Values|Default Values]] |
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| − | | | + | [[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]] |
| − | + | == Transaction structure configuration == | |
| − | | | + | [[ProDon:Campaign Management|Campaign Management]] |
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| − | | | + | [[ProDon:Origin Code Management|Origin Code Management]] |
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| − | | | + | [[ProDon:Accounting System Links Management|Accounting System Links Management]] |
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| − | + | [[ProDon:Donation Occasion Management|Donation Occasion Management]] | |
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| − | | | + | [[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]] |
| − | + | [[ProDon:Participant Management|Participant Management]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Payment Method Management|Payment Method Management]] |
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| − | | | + | [[ProDon:Period Management|Period Management]] |
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| − | | | + | [[ProDon:Summary Management|Summary Management]] |
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| − | + | == Transaction processing and Deposit loop == | |
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| − | | | + | [[ProDon:Transaction_Processing|Transaction Processing]] |
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[[ProDon:Transaction Logging|Transaction Logging]] | [[ProDon:Transaction Logging|Transaction Logging]] | ||
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[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]] | ||
| − | | | + | [[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]] | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]] | ||
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[[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]] | ||
| − | | | + | [[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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| − | + | == Commitments module == | |
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| − | + | [[ProDon:Prospecting_Module|Prospecting]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]] |
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| − | | | + | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]] |
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| − | | | + | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]] |
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| − | | | + | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]] |
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| − | | | + | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]] |
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| − | + | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]] |
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| − | | | + | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]] |
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| − | | | + | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]] |
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| − | + | == Receipts configuration == | |
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| − | | | + | [[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]] |
| − | + | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']] |
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| − | | | + | == eReceipt Module == |
| − | + | [[ProDon:Client_file's_eReceipt_options|eReceipt options]] | |
| − | | | + | [[ProDon:Thank-you_email_configuration|Thank-you email configuration]] |
| − | |||
| − | + | [https://scribehow.com/viewer/Assignment_of_acknowledgements_to_previously_entered_transactions__wpbG2ZbiSpSlDkDWeb8dRg Assignment of acknowledgements to previously entered transactions] | |
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| − | + | == Information extraction == | |
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| − | + | [[Common functions:Search Bar|Search Bar]] | |
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| − | [[Common functions:Search Bar|Search Bar]] | ||
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[[Common functions:Filter Data (Queries)|Filter Data (Queries)]] | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]] | ||
| − | | | + | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]] |
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[[ProDon:Customized Lists|Customized Lists]] | [[ProDon:Customized Lists|Customized Lists]] | ||
| − | | | + | [[ProDon:Custom Reports|Custom Reports]] |
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| − | | | + | [[ProDon:Analysis Summary|Analysis Summary]] |
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| − | + | == Mass mailing and master documents == | |
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[[ProDon:Master Document Management|Master Document Management]] | [[ProDon:Master Document Management|Master Document Management]] | ||
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[[ProDon:Duplicating a Master Document|Duplicating a Master Document]] | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]] | ||
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[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]] | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]] | ||
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[[ProDon:Mass Mailing|Mass Mailing]] | [[ProDon:Mass Mailing|Mass Mailing]] | ||
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[[ProDon:Mailing History|Mailing History]] | [[ProDon:Mailing History|Mailing History]] | ||
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[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | [[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]] | ||
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[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]] | ||
| − | | | + | [[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]] |
| − | |||
| − | + | == E-mail blast module == | |
| − | |||
| − | | | + | [[ProDon:Preparing the Master Document|Preparing the Master Document]] |
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| − | | | + | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]] |
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| − | | | + | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]] |
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| − | + | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]] | |
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| − | [[ProDon: | ||
| − | + | == Online donation module == | |
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| − | + | === Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> === | |
| − | + | [https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing] | |
| − | | | + | [[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]] |
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| − | + | [https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration] | |
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| − | + | [https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory] | |
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| − | + | [https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle] | |
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| − | + | [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] | |
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| − | [ | ||
| − | + | [https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form] | |
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| − | + | [https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements] | |
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| − | + | '''<u>Frequently Asked Questions (FAQ)</u>''' | |
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| − | | | + | [[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]] |
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| − | + | === 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] | |
| − | |||
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| − | + | [https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options] | |
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| − | + | [https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information] | |
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| − | + | [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] | |
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| − | + | [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] | |
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| − | + | [https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups] | |
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| − | + | '''<u>Frequently Asked Questions (FAQ)</u>''' | |
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| − | + | [[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]] | |
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| − | | | + | === 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] | |
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| − | | | + | [[ProDon:Creating a Web Form|Creating a Web Form]] |
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| − | | | + | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]] |
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| − | | | + | [[ProDon:Label Configuration|Label Configuration]] |
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| − | | | + | [[ProDon:Importing Donations|Importing Donations]] |
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| − | | | + | [[ProDon:Viewing Donations|Viewing Donations]] |
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| − | + | [[ProDon:URL Address of the Form|URL Address of the Form]] | |
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| − | [[ProDon: | ||
| − | | | + | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]] |
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| − | | | + | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]] |
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| − | | | + | [[ProDon:Back office|Back office]] |
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| − | + | [https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email] | |
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| − | + | == Available modules == | |
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[[ProDon:Accounting Integration Module|Accounting Integration Module]] | [[ProDon:Accounting Integration Module|Accounting Integration Module]] | ||
| − | + | [[ProDon:Beneficiaries Module|Beneficiaries Module]] | |
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| − | + | == Imports module == | |
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| − | | | + | [[ProDon:Importation Modules|Client import and update module]] |
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| − | + | [[ProDon:Importation Modules|Transaction import]] | |
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| − | [[ | ||
| − | | | + | [[ProDon:Importation Modules|Commitment import]] |
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| − | + | == Electronic Transaction Module == | |
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| − | | | + | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]] |
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| − | + | [[ProDon:Bank_Rejections|Process Bank Rejections]] | |
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| − | + | == 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] | |
| − | 1 | ||
| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12] | |
| − | 1 | ||
| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10] | |
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| − | + | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9] | |
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| − | [ | ||
| − | + | == Technical data sheet == | |
| − | + | [https://doc.logilys.com/ventes/AAC.pdf Address Auto-completion] | |
| − | + | [https://doc.logilys.com/ventes/Automated_processes.pdf Automated Processes] | |
| − | |||
| − | + | [https://doc.logilys.com/ventes/Ticketing.pdf Ticketing] | |
| − | |||
| − | + | == 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]] |
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| − | + | [[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]] | |
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| − | [[ | ||
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| − | + | == Training plans == | |
| − | + | [http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon] | |
| − | |||
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| − | + | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]] | |
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| − | | | + | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]] |
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| − | |||
| − | |||
| − | + | == Policies == | |
| − | |||
| − | + | [https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use] | |
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| − | + | [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] | |
| − | |||
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| − | |||
| − | + | [https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement] | |
| − | |||
| − | + | <br> | |
| + | {{Footer_ProDon}}<br> | ||
Latest revision as of 15:23, 9 March 2026
| Table of Contents |
Contents
- 1 Descriptions of the recent update - 5.0.21
- 2 100% Web-based PRODON Hybrid Plan
- 3 Hosted service
- 4 Update & Data Backup
- 5 General features
- 6 Protection of personal information (Law 25)
- 7 User management
- 8 Clients & Relations
- 9 Customization of the database
- 10 Transaction structure configuration
- 11 Transaction processing and Deposit loop
- 12 Commitments module
- 13 Receipts configuration
- 14 eReceipt Module
- 15 Information extraction
- 16 Mass mailing and master documents
- 17 E-mail blast module
- 18 Online donation module
- 19 Available modules
- 20 Imports module
- 21 Electronic Transaction Module
- 22 Update descriptions
- 23 Technical data sheet
- 24 Technical documents
- 25 Training plans
- 26 Policies
Descriptions of the recent update - 5.0.21
In order to have the complete description of the recent update, please refer to the following document:
New features (for plan subscribers)
Prodon web - New features (You will be redirected to our brand new platform dedicated to the documentation of Prodon Web)
Client File Summary (AI-generated)
Generating and Sending Electronic Receipts
Improvements (for plan subscribers)
Web forms
100% Web-based PRODON Hybrid Plan
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
100% Web-based PRODON
Prodon Web Integration - For plan subscribers ONLY
Update & Data Backup
General features
Protection of personal information (Law 25)
User management
Visibility in views, filters, tasks, etc.
Copy user preferences to another user
Clients & Relations
Manipulation of client file tabs
Client and Individual vs Other Fields
Searching and Eliminating Duplicates
Customization of the database
Categories vs Customized Fields vs Characteristics
Customized Field Configuration
Transaction structure configuration
Accounting System Links Management
Transaction processing and Deposit loop
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
Commitments module
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
Link one or more transactions to a commitment
Edit Commitment Payment Information
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'
eReceipt Module
Assignment of acknowledgements to previously entered transactions
Information extraction
Mass mailing and master documents
Integrating a Word Document in the Database
Labels or Envelopes Word 2002-2003
E-mail blast module
Preparing the Distribution List
Online donation module
Ticketing – For plan subscribers ONLY
Ticketing - Detailed Procedure
Ticketing - Activity Configuration
Ticketing - View and Transfer Tickets
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
Web Form Customization Configuration
Web Form Parameters (Online Donation Module)
Integration with Online Donation Forms
Resend a IMakeAnOnlineDonation confirmation email
Available modules
Imports module
Client import and update module
Electronic Transaction Module
Update descriptions
Technical data sheet
Technical documents
Hardware and software requirements
Sending domain authentifications
Office 365 for our LogiCloud hosting service
Training plans
Policies
IMakeAnOnlineDonation Confidentiality policy
Logilys Confidentiality policy
Document name: ProDon:Table of Contents
