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  ==
 
  
[[ProDon:Lexicon|Lexicon]] 
+
'''<u><big>New features (for plan subscribers)</big></u>'''
  
[[Common functions:Web Update|Web Update]]
+
'''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>'''
  
[[Common functions:Performing Data Backup|Performing Data Backup]]  
+
[https://documentation.logilys.com/en-ca/prodon/prodon-web-integration Prodon Web Integration]
  
[[Common functions:Restoring Data|Restoring Data]]  
+
[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)]
  
 +
[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]
  
 +
[https://documentation.logilys.com/en-ca/prodon/centre-de-notifications Notifications center]
  
<br>
 
  
== General Configuration  ==
+
'''<u><big>Improvements</big></u>''' <u>'''<big>(for plan subscribers)</big>'''</u>
  
 +
'''Web forms'''
  
[[ProDon:Preferences|Preferences]]  
+
[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]]
  
[[ProDon:Default Values|Default Values]]  
+
[[Common functions:Performing Data Backup|Performing Data Backup]]
  
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]  
+
[[Common functions:Restoring Data|Restoring Data]]
  
[[ProDon:Period Management|Period Management]]
+
== General features  ==
  
[[ProDon:Region Management|Region Management]]  
+
[[ProDon:Lexicon|Lexicon]]
  
[[ProDon:Summary Management|Summary Management]]
+
[[ProDon:Region Management|Region Management]]
  
== Transaction structure configuration  ==
+
[[Common functions:View Management|View Management]]
  
[[ProDon:Campaign Management|Campaign Management]]  
+
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
  
[[ProDon:Origin Code Management|Origin Code Management]]  
+
== Protection of personal information (Law 25) ==
 +
[[ProDon:Anonymization|Anonymization]]
  
[[ProDon:Accounting System Links Management|Accounting System Links Management]]  
+
== User management ==
 +
[[ProDon:User Management|Creating a new user]]
  
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
+
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
  
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
+
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
  
[[ProDon:Participant Management|Participant Management]]  
+
[[ProDon:Change_user_password|Change a user password]]
  
[[ProDon:Payment Method Management|Payment Method Management]]
 
  
  
<br>
+
== Clients & Relations  ==
  
== Receipts configuration  ==
+
[[ProDon Procedure to add a client|Procedure to add a client]]
  
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]  
+
[[ProDon:Client Management|Client Management]]  
  
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
  
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
+
[[ProDon:Relations|Relations]]
  
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
+
[[ProDon:Relation_Types|Relations Types]]
  
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
  
 +
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
  
<br>
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
  
 
== Customization of the database  ==
 
== Customization of the database  ==
Line 72: Line 98:
 
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
 
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]  
  
[[ProDon:Categorie_Management|Categorie_Management]]
+
[[ProDon:Characteristic Management|Characteristic Management]]
  
[[ProDon:Characteristic Management|Characteristic Management]]  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]  
  
[[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  ==
 +
 
 +
[[ProDon:Campaign Management|Campaign Management]]
 +
 
 +
[[ProDon:Origin Code Management|Origin Code Management]]
 +
 
 +
[[ProDon:Accounting System Links Management|Accounting System Links Management]]
 +
 
 +
[[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]]
  
<br>
+
[[ProDon:Summary Management|Summary Management]]
  
 
== Transaction processing and Deposit loop  ==
 
== Transaction processing and Deposit loop  ==
Line 103: Line 149:
 
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
 
[[ProDon:Cancelling, Reissuing and Reprinting Receipts|Cancelling, Reissuing and Reprinting Receipts]]  
  
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]  
+
[[ProDon:List of Issued and/or Cancelled Receipts|List of Issued and/or Cancelled Receipts]]
  
 +
== Commitments module  ==
  
 +
[[ProDon:Prospecting_Module|Prospecting]]
  
<br>
+
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
  
== Clients  ==
+
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
  
[[ProDon Procedure to add a client|Procedure to add a client]]
+
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
  
[[ProDon:Client Management|Client Management]]  
+
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
  
[[ProDon:Client File|Client file]]
+
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
  
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
+
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
  
[[ProDon:Relations|Relations]]  
+
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
  
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
+
[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
  
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]  
+
[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
  
 +
== Receipts configuration  ==
  
<br>
+
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
  
== Couple management  ==
+
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
  
 +
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
  
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
  
 +
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
  
== Multi-management / Information extraction  ==
+
== eReceipt Module ==
 +
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
  
 +
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
  
[[Common functions:View Management|View Management]]  
+
[https://scribehow.com/viewer/Assignment_of_acknowledgements_to_previously_entered_transactions__wpbG2ZbiSpSlDkDWeb8dRg Assignment of acknowledgements to previously entered transactions]
  
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
+
== Information extraction  ==
  
[[Common functions:Search Bar|Search Bar]]  
+
[[Common functions:Search Bar|Search Bar]]
  
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
 
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
Line 152: Line 205:
  
 
[[ProDon:Analysis Summary|Analysis Summary]]
 
[[ProDon:Analysis Summary|Analysis Summary]]
 
[[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]]
 
 
 
<br>
 
  
 
== Mass mailing and master documents  ==
 
== Mass mailing and master documents  ==
Line 174: Line 222:
 
[[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]]  
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 +
 
 +
== E-mail blast module  ==
 +
 
 +
[[ProDon:Preparing the Master Document|Preparing the Master Document]]
 +
 
 +
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 +
 
 +
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
 +
 
 +
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 +
 
 +
== Online donation module  ==
 +
 
 +
=== 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]]
  
<br>
+
[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]
  
== Available modules  ==
+
[[ProDon:Creating a Web Form|Creating a Web Form]]
  
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]  
  
[[ProDon:Beneficiaries Module|Beneficiaries Module]]  
+
[[ProDon:Label Configuration|Label Configuration]]  
  
 +
[[ProDon:Importing Donations|Importing Donations]]
  
<br>
+
[[ProDon:Viewing Donations|Viewing Donations]]
  
== Multiuser module  ==
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
  
[[ProDon:User Management|Creating a new user]]  
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]  
  
[[ProDon:User Management|Creating a new user group]]  
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
  
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
+
[[ProDon:Back office|Back office]]  
  
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
+
[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]
  
[[ProDon:Change_user_password|Change a user password]]
+
== Available modules  ==
  
 +
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
  
<br>
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
  
 
== Imports module  ==
 
== Imports module  ==
Line 209: Line 319:
 
[[ProDon:Importation Modules|Transaction import]]  
 
[[ProDon:Importation Modules|Transaction import]]  
  
[[ProDon:Importation Modules|Commitment import]]  
+
[[ProDon:Importation Modules|Commitment import]]
  
 +
== Electronic Transaction Module ==
  
<br>
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
  
== Commitments 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]
 +
 
 +
[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]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&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]
 +
 
 +
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
 +
 
 +
== 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]
  
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
== Technical documents ==
|-
 
| width="400" | [[ProDon:Prospecting_Module|Prospecting]]
 
|-
 
| width="400" | [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
 
|-
 
| width="400" | [[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
 
|-
 
| width="400" | [[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
 
|-
 
| width="400" | [[ProDon:Generate_Automatic_Commitment_Transactions|Automatic 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]]
 
|-
 
| width="400" | [[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
 
|-
 
| width="400" | [[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
 
|-
 
| width="400" | [[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
 
|-
 
| width="400" | [[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
 
|}
 
  
<br>
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
== Electronic Transaction Module ==
 
  
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
| width="400" | [[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 
|-
 
| width="400" | [[ProDon:Bank_Rejections|Process Bank Rejections]]  
 
|}
 
  
== Online donation module  ==
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
  
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
|-
 
| width="400" | [[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 
|-
 
| width="400" | [[ProDon:Creating a Web Form|Creating a Web Form]]
 
|-
 
| width="400" | [[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
 
|-
 
| width="400" | [[ProDon:Label Configuration|Label Configuration]]
 
|-
 
| width="400" | [[ProDon:Importing Donations|Importing Donations]]
 
|-
 
| width="400" | [[ProDon:Viewing Donations|Viewing Donations]]
 
|-
 
| width="400" | [[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]  
 
|-
 
| width="400" | [[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
 
|-
 
| width="400" | [[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]
 
|-
 
| width="400" | [[ProDon:Back office|Back office]]
 
|}
 
  
<br>
 
  
== E-mail blast module  ==
+
== Training plans ==
 +
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
  
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]  
|-
 
| width="400" | [[ProDon:Preparing the Master Document|Preparing the Master Document]]
 
|-
 
| width="400" | [[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
 
|-
 
| width="400" | [[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
 
|-
 
| width="400" | [[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
 
|}
 
  
<br>
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]
  
== eReceipt Module ==
 
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
| width="400" | [[ProDon:Client_file's_eReceipt_options|eReceipt options]]
 
|-
 
|[http://wikien.logilys.com/index.php/ProDon:Thank-you_email_configuration Thank-you email configuration]
 
|-
 
|}
 
<br>
 
== Update descriptions  ==
 
  
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
== Policies ==
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&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]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000800&l=1&w=5,000899 Prodon 5.0.8]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000700&l=1&w=5,000799 Prodon 5.0.7]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000600&l=1&w=5,000699 Prodon 5.0.6]
 
|-
 
|[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000500&l=1&w=5,000599 Prodon 5.0.5]
 
|-
 
| width="400" | [http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000400&l=1&w=5,000499 ProDon 5.0.4]
 
|-
 
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000300&l=1&w=5,000399 ProDon 5.0.3]
 
|-
 
| width="400" |[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000200&l=1&w=5,000299 ProDon 5.0.2]
 
|}
 
  
== Documents ==
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
  
=== Technical documents  ===
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
  
{| class="wikitable" width="100%" cellspacing="1" cellpadding="1" border="1"
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
|[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
 
|-
 
|[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
 
|-
 
| width="400" | [[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
 
|-
 
|[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
 
|}
 
  
=== Training plans ===
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
 
|-
 
| width="400" | [[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
 
|-
 
| width="400" | [[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
 
|}
 
  
=== Policies ===
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
  
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
| width="400" |[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
 
|-
 
|[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
 
|-
 
|[https://www.jedonneenligne.org/logizone/community.html Community regulations]
 
|-
 
| [http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
 
|-
 
|[http://doc.logilys.com/politiques/SLA.pdf Software Licence Agreement]
 
|}
 
  
 
<br>  
 
<br>  
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

Latest revision as of 15:23, 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