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.
+
==  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:
  
−
To find a help document, consult the list or search by using the search tool available in the left-hand menu.<br><br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002100&l=1&w=5,002199 Version 5.0.21]
  
−
== General  ==
 
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
'''<u><big>New features (for plan subscribers)</big></u>'''
−
|-
 
−
| width="400" | [[ProDon:Lexicon|Lexicon]] 
 
−
| Summary list of the main terms of the software.
 
−
|-
 
−
| width="400" | [[Common functions:Web Update|Web Update]]
 
−
| Procedure to update your application.
 
−
|-
 
−
| width="400" | [[Common functions:Performing Data Backup|Performing Data Backup]]
 
−
| Procedure to perform a data backup.
 
−
|-
 
−
| width="400" | [[Common functions:Restoring Data|Restoring Data]]
 
−
| Procedure to perform a data restore.
 
−
|}
 
  
−
<br>  
+
'''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>'''
  
−
== Updates in Prodon 5  ==
+
[https://documentation.logilys.com/en-ca/prodon/prodon-web-integration Prodon Web Integration]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[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)]
−
|-
 
−
| width="400" | [[ProDon:Update to ProDon 5 : impact on the client files|Update to Prodon 5 : impact on the client files]]
 
−
| Impact that '''''Prodon 5''''' will have on client files.
 
−
|-
 
−
| width="400" | [[ProDon:Migration assistant|Migration assistant]]
 
−
| Procedure for migration assistant.
 
−
|-
 
−
| width="400" | [[ProDon:Migration assistant questionnaire|Migration assistant questionnaire]]
 
−
| Procedure to help filling in questionnaire.
 
−
|-
 
−
| width="400" | [[ProDon:Assignment of the informations in the right file|Assignment of the informations in the right file]]
 
−
| Procedure to assignment of the information.
 
−
|-
 
−
| width="400" | [[ProDon:New features in Prodon 5|New features in Prodon 5]]
 
−
| '''''Prodon 5''''' presentation.
 
−
|}
 
  
−
== General Configuration  ==
+
[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]
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[https://documentation.logilys.com/en-ca/prodon/centre-de-notifications Notifications center]
−
|-
 
−
| 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.
 
−
|}
 
  
 +
 +
'''<u><big>Improvements</big></u>''' <u>'''<big>(for plan subscribers)</big>'''</u>
 +
 +
'''Web forms'''
 +
 +
[https://wikien.logilys.com/index.php/ProDon:Table_of_Contents#Form_Designer_.E2.80.93_For_plan_subscribers_ONLY New form Designer]
 +
 +
== 100% Web-based PRODON Hybrid Plan ==
 +
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
 +
 +
== Hosted service ==
 +
[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
 +
 +
[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
 +
 +
[https://scribehow.com/viewer/Copy_files_from_the_hosted_service_to_the_computer__1Gww-1c3QEqP5_KEotwKBg Copy files from the hosted service to the computer]
 +
 +
[https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service]
 +
 +
[https://scribehow.com/viewer/Print_from_the_hosted_service__vVP27rrgQ_ec9VsAVoVdgQ Print from the hosted service]
 +
 +
 +
'''<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]]
 +
 +
[[ProDon:Client Management|Client Management]]
 +
 +
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 +
 +
[[ProDon:Relations|Relations]]
 +
 +
[[ProDon:Relation_Types|Relations Types]]
 +
 +
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 +
 +
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 +
 +
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 +
 +
== Customization of the database  ==
 +
 +
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 +
 +
[[ProDon:Characteristic Management|Characteristic Management]]
 +
 +
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 +
 +
[[ProDon:Preferences|Preferences]]
 +
 +
[[ProDon:Default Values|Default Values]]
 +
 +
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 
== Transaction structure configuration  ==
 
== Transaction structure configuration  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[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.
+
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
−
|-
+
 
−
| width="400" | [[ProDon:Accounting System Links Management|Accounting System Links Management]]  
+
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
−
| Procedure to create General Ledger accounts.
+
 
−
|-
+
[[ProDon:Participant Management|Participant Management]]  
−
| width="400" | [[ProDon:Donation Occasion Management|Donation Occasion Management]]  
+
 
−
| Explanations for creating and managing donation occasions. Revenues and expenditures.
+
[[ProDon:Payment Method Management|Payment Method Management]]
−
|-
+
 
−
| width="400" | [[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]  
+
[[ProDon:Period Management|Period Management]]
−
| Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
+
 
−
|-
+
[[ProDon:Summary Management|Summary Management]]
−
| width="400" | [[ProDon:Participant Management|Participant Management]]  
+
 
−
| Procedure to configure and use the notion of participant.
+
== Transaction processing and Deposit loop  ==
−
|-
+
 
−
| width="400" | [[ProDon:Item Management|Item Management]]  
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
| Coming soon
+
 
−
|-
+
[[ProDon:Transaction Logging|Transaction Logging]]  
−
| width="400" | [[ProDon:Payment Method Management|Payment Method Management]]  
+
 
−
| Procedure to create payment methods.
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
−
|}
+
 
 +
[[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
 +
 
 +
[[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
 +
 
 +
[[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
 +
 
 +
[[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]  
 +
 
 +
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 +
 
 +
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 +
 
 +
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
  
−
<br>
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
 +
 
 +
== Commitments module  ==
 +
 
 +
[[ProDon:Prospecting_Module|Prospecting]]
 +
 
 +
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
 +
 
 +
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
 +
 
 +
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
 +
 
 +
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
 +
 
 +
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
 +
 
 +
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
 +
 
 +
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
 +
 
 +
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
 +
 
 +
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
  
 
== Receipts configuration  ==
 
== 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]]  
 
−
| Explanations on the settings relating to receipts.
 
−
|-
 
−
| width="400" | [[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
 
−
| Procedure to configure a standard type receipt.
 
−
|-
 
−
| width="400" | [[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
 
−
| Procedure to configure a '''''Word''''' type receipt.
 
−
|-
 
−
| width="400" | [[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
 
−
| Procedure to configure a thank-you letter integrated to a receipt.
 
−
|-
 
−
| width="400" | [[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 
−
| Procedure to modify the status of a receipt from "To be calculated" to "To be issued".
 
−
|}
 
  
−
<br>
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
  
−
== Customization of the database  ==
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
−
|-
 
−
| width="400" | [[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
 
−
| Comparison and use of the 3 customization methods.
 
−
|-
 
−
| width="400" | [[ProDon:Categorie_Management|Categorie_Management]] 
 
−
| Procedure to create and use categorie.
 
−
|-
 
−
| width="400" | [[ProDon:Characteristic Management|Characteristic Management]]
 
−
| Procedure to create, manage and use characteristics.
 
−
|-
 
−
| width="400" | [[ProDon:Customized Field Configuration|Customized Field Configuration]]  
 
−
| Procedure to create and use customized fileds.
 
−
|}
 
  
−
<br>
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
  
−
== Transaction processing and Deposit loop  ==
+
== eReceipt Module ==
 +
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
|-
 
−
| width="400" | [[ProDon:Transaction_Processing|Transaction Processing]]
 
−
| Simplified transaction processing
 
−
|-
 
−
| width="400" | Transactions management
 
−
| Comming soon
 
−
|-
 
−
| width="400" | [[ProDon:Transaction Logging|Transaction Logging]]
 
−
| Procedure that explains how to enter different types of transactions.
 
−
|-
 
−
| width="400" | [[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]  
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
 
−
| Procedure explaining the entry of expenditure transactions.
 
−
|-
 
−
| width="400" | [[ProDon:Negative Transaction Entry|Negative Transaction Entry]]
 
−
| Procedure to credit a transaction.
 
−
|-
 
−
| width="400" | [[ProDon:Entry of Volunteer Hours|Entry of Volunteer Hours]]
 
−
| Procedure to enter the number of hours worked (e.g. volunteer work).
 
−
|-
 
−
| width="400" | [[ProDon:Validation and Transfer of a Transaction Batch|Validation and Transfer of a Transaction Batch]]
 
−
| Procedure that explains how to validate and transfer a transaction batch.
 
−
|-
 
−
| width="400" | [[ProDon:Processing Receipts to be Issued|Processing Receipts to be Issued]]
 
−
| Procedure for the issuance of receipts following transactions entry.
 
−
|-
 
−
| width="400" | [[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 
−
| Procedure for the issuance of documents following the entry of transactions.
 
−
|-
 
−
| width="400" | [[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 
−
| Procedure to cancel a transaction and to understand the impact on the reports.
 
−
|-
 
−
| width="400" | [[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]
 
−
| Procedure to cancel, reissue or reprint receipts.
 
−
|-
 
−
| width="400" | [[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
 
−
| Procedure to view the list of issued and/or cancelled receipts.
 
  
−
|}
+
[https://scribehow.com/viewer/Assignment_of_acknowledgements_to_previously_entered_transactions__wpbG2ZbiSpSlDkDWeb8dRg Assignment of acknowledgements to previously entered transactions]
  
−
<br>
+
== Information extraction  ==
  
−
== Clients  ==
+
[[Common functions:Search Bar|Search Bar]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
|-
 
−
| 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>
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
  
−
== Multi-management / Information extraction  ==
+
[[ProDon:Customized Lists|Customized Lists]]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Custom Reports|Custom Reports]]  
−
|-
 
−
| width="400" | [[Common functions:View Management|View Management]]
 
−
| Procedure to configure views in the different managements.
 
−
|-
 
−
| width="400" | [[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 
−
| Explanations on the use of these fields.
 
−
|-
 
−
| width="400" | [[Common functions:Search Bar|Search Bar]]
 
−
| Explanations on the search bar.
 
−
|-
 
−
| width="400" | [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
 
−
| Explanations on the "Filter Data" tool.
 
−
|-
 
−
| width="400" | [[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
−
| Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
−
|-
 
−
| width="400" | [[ProDon:Customized Lists|Customized Lists]]
 
−
| Explanations on how to create and use customized lists.
 
−
|-
 
−
| width="400" | [[ProDon:Custom Reports|Custom Reports]]  
 
−
| Procedure to configure and use custom reports.
 
−
|-
 
−
| width="400" | [[ProDon:Analysis Summary|Analysis Summary]]
 
−
| Explanations concerning the use of summaries in "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>
+
[[ProDon:Analysis Summary|Analysis Summary]]
  
 
== 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]]  
−
| Procedure to create master documents integrated to '''''ProDon'''''.
+
 
−
|-
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
−
| width="400" | [[ProDon:Duplicating a Master Document|Duplicating a Master Document]]  
+
 
−
| Procedure to create a new master document based on a '''''ProDon''''' master document.
+
[[ProDon:Mass Mailing|Mass Mailing]]  
−
|-
+
 
−
| width="400" | [[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]  
+
[[ProDon:Mailing History|Mailing History]]  
−
| Procedure to integrate an existing '''''Word''''' document as master document in the database.
+
 
−
|-
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
| width="400" | [[ProDon:Mass Mailing|Mass Mailing]]  
+
 
−
| Procedure for the use of the mass mailing functions.
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
−
|-
+
 
−
| width="400" | [[ProDon:Mailing History|Mailing History]]  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
−
| Procedure for the configuration, the creation and the use of mailings.
+
 
−
|-
+
== E-mail blast module  ==
−
| 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.
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
−
|-
+
 
−
| width="400" | [[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
−
| Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
+
 
−
|-
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
−
| 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.
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
−
|}
+
 
 +
== Online donation module  ==
  
−
<br>  
+
=== 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]]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
 +
 
 +
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
 +
 
 +
 
 +
'''<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]]
 +
 
 +
[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]
  
 
== Available modules  ==
 
== Available modules  ==
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
|-
+
 
−
| width="400" | [[ProDon:Accounting Integration Module|Accounting Integration Module]]  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
−
| Configuration and use of importation modules to import data from '''''CSV''''' files.
+
 
−
|-
+
== Imports module  ==
−
| width="400" | [[ProDon:Beneficiaries Module|Beneficiaries Module]]  
+
 
−
| Procedure for the configuration and the entry of beneficiary type transaction.
+
[[ProDon:Importation Modules|Client import and update module]]
−
|-
+
 
−
| width="400" | [[ProDon:Invoicing Module|Invoicing Module]]  
+
[[ProDon:Importation Modules|Transaction import]]  
−
| Coming soon
+
 
−
|-
+
[[ProDon:Importation Modules|Commitment import]]
−
| width="400" | [[ProDon:Multi-organization Module|Multi-organization Module]]  
+
 
−
| Coming soon
+
== Electronic Transaction Module ==
−
|}
+
 
 +
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
 +
 
 +
[[ProDon:Bank_Rejections|Process Bank Rejections]]
 +
 
 +
== Update descriptions  ==
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002100&l=1&w=5,002199 Prodon 5.0.21]
  
−
<br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]
  
−
== Multiuser module  ==
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
−
|-
 
−
| 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>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
  
−
== Imports module  ==
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
|-
 
−
| width="400" | [[ProDon:Importation Modules|Client import and update module]]
 
−
| Configuration and use of importation modules to import clients from '''''CSV''''' files.
 
−
|-
 
−
| width="400" | Address import
 
−
| Coming soon
 
−
|-
 
−
| width="400" | Means of communication import
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Importation Modules|Transaction import]]
 
−
| Configuration and use of importation modules to import transactions from '''''CSV''''' files.
 
−
|-
 
−
| width="400" | Receipts import
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Importation Modules|Commitment import]]
 
−
| Configuration and use of importation modules to import commitments from '''''CSV''''' files.
 
−
|-
 
−
| width="400" | Tasks import
 
−
| Coming soon
 
−
|}
 
  
−
<br>
+
== Technical data sheet ==
 +
[https://doc.logilys.com/ventes/AAC.pdf Address Auto-completion]
  
−
== Commitments module  ==
+
[https://doc.logilys.com/ventes/Automated_processes.pdf Automated Processes]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[https://doc.logilys.com/ventes/Ticketing.pdf Ticketing]
−
|-
 
−
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
 
−
| Procedure to enter the information of your prospects
 
−
|-
 
−
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
 
−
| Procedure to manage commitments and explanation of each type of commitments.
 
−
|-
 
−
| width="400" | Procedure to generate commitment transactions 
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
 
−
| Procedure to guide you with entering commitment by objective.
 
−
|-
 
−
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
 
−
| Procedure to guide you with entering automatic commitments.
 
−
|-
 
−
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
 
−
| Procedure to guide you with automatic type Commitment transactions
 
−
|-
 
−
| width="400" | [[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
 
−
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.  
 
−
|-
 
−
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
 
−
| Procedure to produce Mass Mailing documents from commitment by objective with the goal of doing follow-ups and reminders.
 
−
|-
 
−
| width="400" | Commitment by objective
 
−
| Coming soon
 
−
|-
 
−
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
 
−
| Procedure for generating reports with commitments.
 
−
|-
 
−
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
 
−
| Procedure for linking transactions to commitment.  
 
−
|-
 
−
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
 
−
| Procedure to help you edit the commitment payment information.
 
−
|}
 
  
−
<br>
+
== Technical documents ==
−
== Electronic Transaction Module ==
 
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 
−
| Procedure to enter and process electronic transactions.
 
−
|-
 
−
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]
 
−
| Procedure to help with the processing of bank rejects.
 
−
|}
 
  
−
== Online donation module  ==
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]  
−
|-
 
−
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 
−
| Explanations on how to configure the IMakeAnOnlineDonation home page and website.
 
−
|-
 
−
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
 
−
| Explanations on how to create a Web form.
 
−
|-
 
−
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
 
−
| Explanations on how to configure the customizations of a Web form.
 
−
|-
 
−
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
 
−
| Explanations on how to configure the labels of a Web form.
 
−
|-
 
−
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
 
−
| Explanations on how to import donations online.
 
−
|-
 
−
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
 
−
| Explanations on how to view imported online donations.
 
−
|-
 
−
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
 
−
| Explanations on how to find the hyperlink of a Web form.
 
−
|-
 
−
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 
−
| Explanations on the possible fields and values of the Web forms.
 
−
|-
 
−
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
 
−
| Explanations on the integration with Online Donation Forms.
 
−
|-
 
−
| width="400" | [[ProDon:Back office|Back office]]
 
−
| Explanation to help the user to understand the Back office.
 
−
|}
 
  
−
<br>
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
  
−
== E-mail blast module  ==
 
  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
== Training plans ==
−
|-
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
 
−
| Procedure to add and modify an E-mail Blast master document.
 
−
|-
 
−
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 
−
| Procedure to prepare a distribution list.
 
−
|-
 
−
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 
−
| Procedure to configure the mailing of an E-mail Blast.
 
−
|-
 
−
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]  
 
−
| Procedure to view the mailing statistics of an E-mail Blast.
 
−
|}
 
  
−
<br>
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
  
−
== eReceipt Module ==
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
−
|-
 
−
| width="400" | [[ProDon:Client_file's_eReceipt_options|Client file's eReceipt options]]  
 
−
| Procedure to configure the eReceipt options in client files.
 
−
|-
 
−
|}
 
−
<br>
 
−
== Update descriptions  ==
 
  
−
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
 
−
|-
 
−
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
 
−
|List of changes and corrections.
 
−
|-
 
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
 
−
|List of changes and corrections.
 
−
|-
 
−
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
 
−
|List of changes and corrections.
 
−
|-
 
−
| 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=5,000000&l=1&w=5,000099 ProDon 5.0.0]
 
−
|List of changes and corrections.
 
−
|-
 
−
|[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.
 
−
|}
 
  
−
== 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 15:23, 9 March 2026

Table of Contents

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:

Version 5.0.21


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)

Prodon Web Integration

Client File Summary (AI-generated)

Generating and Sending Electronic Receipts

Notifications center


Improvements (for plan subscribers)

Web forms

New form Designer

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

Client and Individual vs Other Fields

Searching and Eliminating Duplicates

Merging and Deleting a Client

Customization of the database

Categories vs Customized Fields vs Characteristics

Characteristic Management

Customized Field Configuration

Preferences

Default Values

Dynamic Drop-down Lists

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

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

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

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

eReceipt options

Thank-you email configuration

Assignment of acknowledgements to previously entered transactions

Information extraction

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

E-mail blast module

Preparing the Master Document

Preparing the Distribution List

Sending the E-mail Blast

Viewing Mailing Statistics

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

Resend a IMakeAnOnlineDonation confirmation email

Available modules

Accounting Integration Module

Beneficiaries Module

Imports module

Client import and update module

Transaction import

Commitment import

Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Update descriptions

Prodon 5.0.21

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 data sheet

Address Auto-completion

Automated Processes

Ticketing

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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