Difference between revisions of "ProDon:Table of Contents"

@@ Line 1: / Line 1: @@
 {{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)]
-[[ProDon:Preferences|Preferences]]
+[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]
+'''<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]]
-[[ProDon:Default Values|Default Values]]
+== General features  ==
-[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
+[[ProDon:Lexicon|Lexicon]]
 [[ProDon:Region Management|Region Management]]
@@ Line 30: / Line 65: @@
 [[ProDon:Anonymization|Anonymization]]
-== General Configuration  ==
+== 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]]
-[[ProDon:Period Management|Period Management]]
-[[ProDon:Summary Management|Summary Management]]
-== Transaction structure configuration  ==
+== Clients & Relations  ==
-[[ProDon:Campaign Management|Campaign Management]]
+[[ProDon Procedure to add a client|Procedure to add a client]]
-[[ProDon:Origin Code Management|Origin Code Management]]
+[[ProDon:Client Management|Client Management]]
-[[ProDon:Accounting System Links Management|Accounting System Links Management]]
+[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
-[[ProDon:Donation Occasion Management|Donation Occasion Management]]
+[[ProDon:Relations|Relations]]
-[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
+[[ProDon:Relation_Types|Relations Types]]
-[[ProDon:Participant Management|Participant Management]]
+[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
-[[ProDon:Payment Method Management|Payment Method Management]]
+[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
+[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
-<br>
+== Customization of the database  ==
-== Receipts configuration  ==
+[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
-[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
+[[ProDon:Characteristic Management|Characteristic Management]]
-[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
+[[ProDon:Customized Field Configuration|Customized Field Configuration]]
-[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
+[[ProDon:Preferences|Preferences]]
-[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
+[[ProDon:Default Values|Default Values]]
-[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
+[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
+== Transaction structure configuration  ==
+[[ProDon:Campaign Management|Campaign Management]]
-<br>
+[[ProDon:Origin Code Management|Origin Code Management]]
-== Customization of the database  ==
+[[ProDon:Accounting System Links Management|Accounting System Links Management]]
-[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
+[[ProDon:Donation Occasion Management|Donation Occasion Management]]
-[[ProDon:Categorie_Management|Categorie_Management]]
+[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]
-[[ProDon:Characteristic Management|Characteristic Management]]
+[[ProDon:Participant Management|Participant Management]]
-[[ProDon:Customized Field Configuration|Customized Field Configuration]]
+[[ProDon:Payment Method Management|Payment Method Management]]
+[[ProDon:Period Management|Period Management]]
-<br>
+[[ProDon:Summary Management|Summary Management]]
 == Transaction processing and Deposit loop  ==
@@ Line 107: / Line 149: @@
 [[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]]
+== 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:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
-[[ProDon:Client Management|Client Management]]
+[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
-[[ProDon:Client File|Client file]]
+[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
-[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
+[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
-[[ProDon:Relations|Relations]]
+[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
-[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
+[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
-[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
+== Receipts configuration  ==
+[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
-<br>
+[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
-== Couple management  ==
+[[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]]
-[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
+[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
+== eReceipt Module ==
+[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
-== Multi-management / Information extraction  ==
+[[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]
-[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
+== Information extraction  ==
 [[Common functions:Search Bar|Search Bar]]
 [[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
@@ Line 154: / Line 204: @@
 [[ProDon:Custom Reports|Custom Reports]]
 [[ProDon:Analysis Summary|Analysis Summary]]
-<br>
 == Mass mailing and master documents  ==
@@ Line 175: / Line 222: @@
 [[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   ==
-<br>
+[[ProDon:Preparing the Master Document|Preparing the Master Document]]
-== Available modules  ==
+[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
-[[ProDon:Accounting Integration Module|Accounting Integration Module]]
+[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
-[[ProDon:Beneficiaries Module|Beneficiaries Module]]
+[[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]
-== Multiuser module  ==
+[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
-[[ProDon:User Management|Creating a new user]]
+[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
-[[ProDon:User Management|Creating a new user group]]
+[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
-[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
+[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
-[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
+[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
-[[ProDon:Change_user_password|Change a user password]]
+[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]
-<br>
+[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
-== Imports module  ==
-[[ProDon:Importation Modules|Client import and update module]]
+'''<u>Frequently Asked Questions (FAQ)</u>'''
-[[ProDon:Importation Modules|Transaction import]]
+[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
-[[ProDon:Importation Modules|Commitment import]]
+=== 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]
-<br>
+[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
-== Commitments module  ==
+[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]
-[[ProDon:Prospecting_Module|Prospecting]]
+[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]
-[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
+[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]
-[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+[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]
-[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
-[[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]]
+'''<u>Frequently Asked Questions (FAQ)</u>'''
-[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
+[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
-[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]
+=== Classic Prodon ===
+[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
-[[ProDon:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]
+[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]
-[[ProDon:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]
-<br>
-== Electronic Transaction Module ==
-[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
-[[ProDon:Bank_Rejections|Process Bank Rejections]]
-== Online donation module  ==
-[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
 [[ProDon:Creating a Web Form|Creating a Web Form]]
@@ Line 268: / Line 305: @@
 [[ProDon:Back office|Back office]]
+[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]
-<br>
+== Available modules  ==
-== E-mail blast module   ==
+[[ProDon:Accounting Integration Module|Accounting Integration Module]]
-[[ProDon:Preparing the Master Document|Preparing the Master Document]]
+[[ProDon:Beneficiaries Module|Beneficiaries Module]]
-[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
+== Imports module  ==
-[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]
+[[ProDon:Importation Modules|Client import and update module]]
-[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
+[[ProDon:Importation Modules|Transaction import]]
+[[ProDon:Importation Modules|Commitment import]]
-<br>
+== Electronic Transaction Module ==
-== eReceipt Module ==
+[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
-[[ProDon:Client_file's_eReceipt_options|eReceipt options]]
-[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
+[[ProDon:Bank_Rejections|Process Bank Rejections]]
+== Update descriptions  ==
-<br>
+[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002100&l=1&w=5,002199 Prodon 5.0.21]
-== Update descriptions  ==
+[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]
@@ Line 314: / Line 354: @@
 [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]
 == Technical documents ==

Difference between revisions of "ProDon:Table of Contents"

Latest revision as of 15:23, 9 March 2026

Contents

Descriptions of the recent update - 5.0.21

100% Web-based PRODON Hybrid Plan

Hosted service

Update & Data Backup

General features

Protection of personal information (Law 25)

User management

Clients & Relations

Customization of the database

Transaction structure configuration

Transaction processing and Deposit loop

Commitments module

Receipts configuration

eReceipt Module

Information extraction

Mass mailing and master documents

E-mail blast module

Online donation module

Ticketing – For plan subscribers ONLY

Form Designer – For plan subscribers ONLY

Classic Prodon

Available modules

Imports module

Electronic Transaction Module

Update descriptions

Technical data sheet

Technical documents

Training plans

Policies

Navigation menu

Search