Difference between revisions of "ProDon:Table of Contents"

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<br><br>
  
== General  ==
+
== 100% Web-based PRODON Hybrid Plan ==
 +
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
  
[[ProDon:Lexicon|Lexicon]]
+
== Hosted service ==
 +
[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
  
[[Common functions:Web Update|Web Update]]  
+
[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
  
[[Common functions:Performing Data Backup|Performing Data Backup]]  
+
[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]
  
[[Common functions:Restoring Data|Restoring Data]]  
+
[https://scribehow.com/viewer/Copy_files_from_the_computer_to_the_hosted_service__v2WlDW7KQ7aDOZacanIFpA Copy files from the computer to the hosted service]
  
[[ProDon:Preferences|Preferences]]  
+
[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]]
 
[[ProDon:Region Management|Region Management]]
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[[ProDon:User Management|Creating a new user]]
 
[[ProDon:User Management|Creating a new user]]
  
== General Configuration  ==
+
[[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:Period Management|Period Management]]
+
[[ProDon:Change_user_password|Change a user password]]
  
[[ProDon:Summary Management|Summary Management]]
 
  
== Transaction structure configuration  ==
 
  
[[ProDon:Campaign Management|Campaign Management]]
+
== Clients & Relations  ==
  
[[ProDon:Origin Code Management|Origin Code Management]]  
+
[[ProDon Procedure to add a client|Procedure to add a client]]
  
[[ProDon:Accounting System Links Management|Accounting System Links Management]]  
+
[[ProDon:Client Management|Client Management]]  
  
[[ProDon:Donation Occasion Management|Donation Occasion Management]]  
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
  
[[ProDon:In Memoriam Gifts|''In Memoriam'' Donations]]  
+
[[ProDon:Relations|Relations]]
  
[[ProDon:Participant Management|Participant Management]]  
+
[[ProDon:Relation_Types|Relations Types]]
  
[[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  ==
 
== Transaction processing and Deposit loop  ==
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[[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]]
 +
 +
[[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]]
  
  
 
<br>
 
<br>
  
== Clients ==
+
== Receipts configuration ==
 +
 
 +
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 +
 
 +
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
  
[[ProDon Procedure to add a client|Procedure to add a client]]
+
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]  
  
[[ProDon:Client Management|Client Management]]  
+
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]  
  
[[ProDon:Client File|Client file]]
+
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
  
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
 
  
[[ProDon:Relations|Relations]]
+
<br> 
  
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 
  
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
+
<br>
  
  
<br>
 
  
== Couple management  ==
+
<br>
  
  
[[ProDon:Issuance of couple receipt|Issuance of couple receipt]]
+
<br>
  
  
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<br>
 
<br>
  
== Multiuser module  ==
+
== Imports module  ==
 +
 
 +
[[ProDon:Importation Modules|Client import and update module]]
  
[[Common_functions:Visibility_in_views,_filters,_tasks,_etc.|Visibility in views, filters, tasks, etc.]]
+
[[ProDon:Importation Modules|Transaction import]]
 +
 
 +
[[ProDon:Importation Modules|Commitment import]]  
  
[[ProDon:Copy_user_preferences_to_another_user|Copy user preferences to another user]]
 
  
[[ProDon:Change_user_password|Change a user password]]
+
<br>
  
  
 
<br>
 
<br>
  
== Imports module  ==
+
== Electronic Transaction Module ==
 +
 
 +
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
 +
 
 +
[[ProDon:Bank_Rejections|Process Bank Rejections]]
 +
 
 +
== 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]]
  
[[ProDon:Importation Modules|Client import and update module]]  
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
  
[[ProDon:Importation Modules|Transaction import]]  
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
  
[[ProDon:Importation Modules|Commitment import]]  
+
[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]
  
<br>
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
  
== Commitments module  ==
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
  
[[ProDon:Prospecting_Module|Prospecting]]  
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
  
[[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Management (Objective vs Automatic)]]
 
  
[[ProDon:Entering_a_commitment_by_objective|Entering a commitment by objective]]
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
  
[[ProDon:Entering_an_automatic_commitment|Entering an automatic commitment]]
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
  
[[ProDon:Generate_Automatic_Commitment_Transactions|Automatic Commitment Transactions]]
+
=== 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]
  
[[ProDon:Mass Mailing, follow-ups and reminders for commitments by objective|Mass Mailing, follow-ups and reminders for commitments by objective]]
+
[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]
  
[[ProDon:Mass_Mailing,_follow-ups_and_reminders_for_automatic_commitments|Mass Mailing, follow-ups and reminders for automatic commitments]]
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
  
[[ProDon:Generate_Commitment_Reports|Generate Commitment Reports]]  
+
[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:Link_one_or_more_transactions_to_a_commitment|Link one or more transactions to a commitment]]  
+
[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:Edit_Commitment_Payment_Information|Edit Commitment Payment Information]]  
+
[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]
  
<br>
+
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
  
== Electronic Transaction Module ==
 
  
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
  
[[ProDon:Bank_Rejections|Process Bank Rejections]]
+
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
  
== Online donation module  ==
+
=== Classic Prodon ===
 +
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
  
[[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:Creating a Web Form|Creating a Web Form]]  
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[[ProDon:Back office|Back office]]  
 
[[ProDon:Back office|Back office]]  
 +
 +
[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]
  
  
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== Update descriptions  ==
 
== 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]
 
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]

Latest revision as of 12:17, 22 January 2026

Table of Contents



100% Web-based PRODON Hybrid Plan

View Plans

Hosted service

Connection to the hosted service

Disconnecting from the hosted service

Copy files from the hosted service to the computer

Copy files from the computer to the hosted service

Print from the hosted service


100% Web-based PRODON

Prodon Web Integration - For plan subscribers ONLY

Update & Data Backup

Web Update

Performing Data Backup

Restoring Data

General features

Lexicon

Region Management

View Management

Task and History Management

Protection of personal information (Law 25)

Anonymization

User management

Creating a new user

Visibility in views, filters, tasks, etc.

Copy user preferences to another user

Change a user password


Clients & Relations

Procedure to add a client

Client Management

Manipulation of client file tabs

Relations

Relations Types

Searching and Eliminating Duplicates

Merging and Deleting a Client

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'










Multi-management / Information extraction

Client and Individual vs Other Fields

Search Bar

Filter Data (Queries)

Exporting and Merging Data

Customized Lists

Custom Reports

Analysis Summary



Mass mailing and master documents

Master Document Management

Duplicating a Master Document

Integrating a Word Document in the Database

Mass Mailing

Mailing History

Labels or Envelopes Word 2002-2003

Labels or Envelopes Word 2007

Labels or Envelopes Word 2010



Available modules

Accounting Integration Module

Beneficiaries Module



Imports module

Client import and update module

Transaction import

Commitment import





Electronic Transaction Module

Electronic Transaction Module

Process Bank Rejections

Online donation module

Ticketing – For plan subscribers ONLY

Ticketing

Ticketing - Detailed Procedure

Ticketing - Activity Configuration

Ticketing - Inventory

Ticketing - Event / Raffle

Ticketing - View and Transfer Tickets

Ticketing - QR code scanning

Ticketing - "Tickets" tab in the Prodon web form

Ticketing - Drawing - Regulatory requirements


Frequently Asked Questions (FAQ)

Ticketing - Frequently Asked Questions (FAQ)

Form Designer – For plan subscribers ONLY

Form Designer - Add / edit your Web form title

Form Designer - General Options

Form Designer - Editing Donor Information

Form Designer - Changing Email Options

Form Designer - Modifying the total amount

Form Designer - Modifying donor address options

Form Designer - Adding or Editing Themes

Form Designer - Adding or Editing Image Groups


Frequently Asked Questions (FAQ)

Form designer - Frequently Asked Questions (FAQ)

Classic Prodon

Home Page and Website Configuration

Creating a Client Web form

Creating a Web Form

Web Form Customization Configuration

Label Configuration

Importing Donations

Viewing Donations

URL Address of the Form

Web Form Parameters (Online Donation Module)

Integration with Online Donation Forms

Back office

Resend a IMakeAnOnlineDonation confirmation email



E-mail blast module

Preparing the Master Document

Preparing the Distribution List

Sending the E-mail Blast

Viewing Mailing Statistics



eReceipt Module

eReceipt options

Thank-you email configuration



Update descriptions

Prodon 5.0.20

Prodon 5.0.19

Prodon 5.0.18

Prodon 5.0.17

Prodon 5.0.16

Prodon 5.0.15

Prodon 5.0.14

Prodon 5.0.13

Prodon 5.0.12

Prodon 5.0.11

Prodon 5.0.10

Prodon 5.0.9

Technical documents

Hardware and software requirements

Sending domain authentifications

FAQ - PCI Standards

Office 365 for our LogiCloud hosting service


Training plans

Introduction to ProDon

E-mail Blast Module

Online Donation Module


Policies

Terms of use

IMakeAnOnlineDonation Confidentiality policy

Community regulations

Logilys Confidentiality policy

Software Licence Agreement




Document name: ProDon:Table of Contents