Difference between revisions of "ProDon:Table of Contents"

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{{Header_ProDon |N.A.|N.A.|N.A.|N.A.|N.A|}}<br>
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{{Header_TOC}}
  
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Here is the table of contents of ProDon help documentation. You can find the document you are looking for, using the list or search with our "Search tool" accessible from the menu in the upper-left corner.
+
<br><br>
  
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{| width="100%" class="FCK__ShowTableBorders wikitable"
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== 100% Web-based PRODON Hybrid Plan ==
−
|-
+
[https://doc.logilys.com/ventes/ProdonPackages.pdf View Plans]
−
! style="text-align: center;" | Title
+
 
−
! Description
+
== Hosted service ==
−
! width="60" style="text-align: center;" | Revision
+
[https://scribehow.com/viewer/Connection_to_the_hosted_service__Gsc2PwWkQxyXTr4iasc5xw Connection to the hosted service]
−
! width="60" style="text-align: center;" | Rev. no.  
+
 
−
! width="60" style="text-align: center;" | Version
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[https://scribehow.com/viewer/Disconnecting_from_the_hosted_service__8eMqeaLOSsKUiUyc6oXkhA Disconnecting from the hosted service]
−
! width="60" style="text-align: center;" | Status
+
 
−
|-
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[https://scribehow.com/viewer/Copy_files_from_the_hosted_service_to_the_computer__1Gww-1c3QEqP5_KEotwKBg Copy files from the hosted service to the computer]
−
| bgcolor="#ffff80" colspan="6" |
+
 
−
==== Unclassified ====
+
[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:Lexicon|Lexicon]]
  
−
|  
+
[[ProDon:Region Management|Region Management]]
−
Coming soon
+
 
 +
[[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]]
 +
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Web Update|Web Update]]
 
  
−
|
+
== Clients & Relations  ==
−
Procedure to update your application.
 
  
−
| 2011/06/14
+
[[ProDon Procedure to add a client|Procedure to add a client]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Saving Data|Saving Data]]
 
  
−
|  
+
[[ProDon:Client Management|Client Management]]
−
Procedure to perform a data backup.
 
  
−
| 2011/07/12
+
[[ProDon:Manipulation_of_client_file_tabs|Manipulation of client file tabs]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Restoring Data|Restoring Data]]
 
  
−
|  
+
[[ProDon:Relations|Relations]]
−
Procedure to perform a data restore.
 
  
−
| 2011/07/12
+
[[ProDon:Relation_Types|Relations Types]]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Configuration  ====
 
  
−
|-
+
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]  
−
|
 
−
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
 
  
−
|  
+
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
−
Coming soon
 
  
−
|
+
== Customization of the database  ==
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
−
[[ProDon:Campaign Management|Campaign Management]]
 
  
−
|  
+
[[ProDon:Categories vs Customized Fields vs Characteristics|Categories vs Customized Fields vs Characteristics]]
−
Coming soon
 
  
−
|
 
−
|
 
−
|
 
−
|
 
−
|-
 
−
|
 
 
[[ProDon:Characteristic Management|Characteristic Management]]
 
[[ProDon:Characteristic Management|Characteristic Management]]
  
−
|  
+
[[ProDon:Customized Field Configuration|Customized Field Configuration]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Preferences|Preferences]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:General Ledger Account Management|General Ledger Account Management]]
 
  
−
|  
+
[[ProDon:Default Values|Default Values]]
−
Coming soon
+
 
 +
[[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]]
 
[[ProDon:Period Management|Period Management]]
  
−
|  
+
[[ProDon:Summary Management|Summary Management]]
−
Procedure to create, manage and use periods.
+
 
 +
== Transaction processing and Deposit loop  ==
  
−
| 2011/07/21
+
[[ProDon:Transaction_Processing|Transaction Processing]]
−
| 1
+
 
−
| 4.6.5.5
+
[[ProDon:Transaction Logging|Transaction Logging]]
−
| Active
+
 
−
|-
+
[[ProDon:Expenditure Transaction Logging|Expenditure Transaction Logging]]
−
|  
+
 
−
[[ProDon:Region Management|Region Management]]
+
[[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]]
 +
 
 +
[[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>
 +
 
 +
== 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: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:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]  
 +
 
 +
 
 +
<br> 
 +
 
 +
 
 +
<br>
 +
 
 +
 
 +
 
 +
<br>
 +
 
 +
 
 +
<br>
 +
 
 +
 
 +
== Multi-management / Information extraction  ==
  
−
|
+
−
Procedure to create, manage and use regions.
 
  
−
| 2011/07/12
+
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Summary Management|Summary Management]]
 
  
−
|  
+
[[Common functions:Search Bar|Search Bar]]
−
Procedure to create summaries that are used in master documents and custom reports.
 
  
−
| 2011/10/24<br>
+
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:User Management|User Management]]
 
  
−
|  
+
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Customized Lists|Customized Lists]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:Dynamic Drop-down Lists|Dynamic Drop-down Lists]]
 
  
−
|  
+
[[ProDon:Custom Reports|Custom Reports]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Analysis Summary|Analysis Summary]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Preferences|Preferences]]
 
  
−
|
 
−
Coming soon
 
  
−
| <br>  
+
<br>  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Default Values|Default Values]]
 
  
−
|
+
== Mass mailing and master documents  ==
−
Explanations on the configuration of default values, in order to speed up the high volume entry of clients, commitments and transactions.
 
  
−
| 2011/11/25
+
[[ProDon:Master Document Management|Master Document Management]]  
−
| 1
 
−
| 4.6.6.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Categories_vs_Characteristics_vs_Customized_Fields|Categories vs Characteristics vs Customized Fields]]
 
  
−
|  
+
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
−
Coming soon
 
  
−
|  
+
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Receipts  ====
 
  
−
|-
+
[[ProDon:Mass Mailing|Mass Mailing]]  
−
|
 
−
[[ProDon:General Configuration of the Receipt|General Configuration of the Receipt]]
 
  
−
|  
+
[[ProDon:Mailing History|Mailing History]]
−
Explanations on the settings relating to receipts.
 
  
−
| 2011/09/29<br>
+
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Standard Type Receipt|Configuration of a Standard Type Receipt]]
 
  
−
|  
+
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
−
Procedure to configure a standard type receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]  
−
| 1<br>
 
−
| 4.5.6.11<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Word Type Receipt|Configuration of a '''''Word''''' Type Receipt]]
 
  
−
|
 
−
Procedure to configure a '''''Word''''' type receipt.
 
  
−
| 2011/09/29
+
<br>
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Configuration of a Thank-you Letter Integrated to a Receipt|Configuration of a Thank-you Letter Integrated]]
 
  
−
|
+
== Available modules  ==
−
Procedure to configure a thank-you letter integrated to a receipt.
 
  
−
| 2011/10/19<br>
+
[[ProDon:Accounting Integration Module|Accounting Integration Module]]  
−
| 1<br>
 
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Receipts to be Issued|Processing&nbsp;Receipts to be Issued]]
 
  
−
|  
+
[[ProDon:Beneficiaries Module|Beneficiaries Module]]
−
Procedure for the issuance of receipts following transactions entry.
 
  
−
| 2011/09/29
 
−
| 1
 
−
| 4.6.5.11
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:'To be calculated' Status to 'To be issued'|'To be calculated' Status to 'To be issued']]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
+
== Imports module  ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:List of Receipts Issued and/or Cancelled|List of Receipts Issued and/or Cancelled]]
 
  
−
|  
+
[[ProDon:Importation Modules|Client import and update module]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Importation Modules|Transaction import]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Receipt|Cancelling a Receipt]]
 
  
−
|  
+
[[ProDon:Importation Modules|Commitment import]]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Modifying the Owner of a Receipt|Modifying the Owner of a Receipt]]
 
  
−
|
+
<br>
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Client  ====
 
  
−
|-
+
<br>
−
|
 
−
[[ProDon:Client Management|Client Management]]
 
  
−
|
+
== Electronic Transaction Module ==
−
Explanations on the elements present in the client management and in the client file.
 
  
−
| 2011/08/12
+
[[ProDon:Electronic Transaction Module - PaySafe|Electronic Transaction Module]]  
−
| 1<br>
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Contacts and Links|Contacts and Links]]
 
  
−
|  
+
[[ProDon:Bank_Rejections|Process Bank Rejections]]
−
Coming soon
 
  
−
| <br>
+
== Online donation module  ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Searching and Eliminating Duplicates|Searching and Eliminating Duplicates]]
 
  
−
|
+
=== Ticketing – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
−
Procedure to search and eliminate duplicates.
+
[https://scribehow.com/embed/Ticketing__bkdK2M7IRJC8xtkJ4rf2gw?as=scrollable Ticketing]
  
−
| 2011/06/28
+
[[ProDon:Detailed_Procedure_-_Ticketing |Ticketing - Detailed Procedure]]
−
| 1<br>
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Merging and Deleting a Client|Merging and Deleting a Client]]
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Activity_Configuration__TMoEXNw5SlWUbyRWN7poeQ Ticketing - Activity Configuration]
−
Procedure to eliminate a known duplicate.
 
  
−
| 2011/10/04
+
[https://scribehow.com/viewer/Ticketing__Inventory__9zzkvwSASRWsUi4zi5WtJg Ticketing - Inventory]
−
| 1<br>
 
−
| 4.5.6.13
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Transactions, Occasions and Batch Processing  ====
 
  
−
|-
+
[https://scribehow.com/viewer/Ticketing__Event__Raffle__3fzNbbrrSb6UtSrR2Z33ag Ticketing - Event / Raffle]
−
|
 
−
[[ProDon:Donation Occasion Management|Donation Occasion Management]]
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__View_and_Transfer_Tickets__imwMmk1aRb-diY0d-BdSJw Ticketing - View and Transfer Tickets]
−
Explanations for creating and managing donation occasions. Revenues and expenditures.
 
  
−
| 2011/11/15<br>
+
[https://scribehow.com/viewer/Ticketing__QR_code_scanning__1skdSkyqRxKm_PYlF1wFKw Ticketing - QR code scanning]
−
| 1<br>
 
−
| 4.5.6.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Transaction Logging|Transaction Logging]]
 
  
−
|
+
[https://scribehow.com/viewer/Ticketing__Tickets_tab_in_the_Prodon_web_form__QeXPgENET3elbh0XGJfVOA Ticketing - "Tickets" tab in the Prodon web form]
−
Coming soon
 
  
−
| <br>
+
[https://scribehow.com/viewer/Ticketing__Drawing__Regulatory_requirements__JuTqBtt2SnCu4rIkpUeqfw Ticketing - Drawing - Regulatory requirements]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Different Clients of a Transaction|Different Clients of a Transaction]]
 
  
−
|
 
−
Coming soon
 
  
−
| <br>  
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
| <br>  
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Processing Documents to be Issued|Processing Documents to be Issued]]
 
  
−
|  
+
[[ProDon:Frequently_Asked_Questions_(FAQ)_-_Ticketing |Ticketing - Frequently Asked Questions (FAQ)]]
−
Procedure for the issuance of documents following the entry of transactions.
 
  
−
| 2011/10/19<br>  
+
=== Form Designer – <span style="color: rgb(255, 0, 0);">For plan subscribers ONLY</span> ===
−
| 1<br>  
+
[https://scribehow.com/viewer/Form_Designer__Add__edit_your_Web_form_title__hgNNjLgEQ8ONr4vx5SMa9A Form Designer - Add / edit your Web form title]
−
| 4.6.5.13<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:In Memoriam Gifts|''In Memoriam'' Gifts]]
 
  
−
|
+
[https://scribehow.com/viewer/Form_Designer__General_Options__55UFuTSGS2mlKkK04_GvLg Form Designer - General Options]
−
Procedure for the configuration, the entry and the follow-up of ''In Memoriam'' gifts.
 
  
−
| 2011/08/30
+
[https://scribehow.com/viewer/Form_Designer__Editing_Donor_Information__4CljCvYgTCOKFESKZuuCMA Form Designer - Editing Donor Information]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Participant Management|Participant Management]]
 
  
−
|
+
[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]
−
Procedure to configure and use the notion of participant.
 
  
−
| 2011/07/21
+
[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]
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Cancelling a Transaction|Cancelling a Transaction]]
 
  
−
|
+
[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]
−
Procedure to cancel a transaction and to understand the impact on the reports.
 
  
−
| 2011/11/25<br>
+
[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]
−
| 1<br>
 
−
| 4.6.6.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
Compiling Time Bank
 
  
−
|
+
[https://scribehow.com/viewer/Form_Designer__Adding_or_Editing_Image_Groups__gFqfFNc1SMGcmHJItuo_kg Form Designer - Adding or Editing Image Groups]
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
Steps on How to Make a Deposit
 
  
−
|
+
'''<u>Frequently Asked Questions (FAQ)</u>'''
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Frequently Asked Questions (FAQ) - Form designer|Form designer - Frequently Asked Questions (FAQ)]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Search, Query and Information Extraction  ====
 
  
−
|-
+
=== Classic Prodon ===
−
|
+
[[ProDon:Home Page and Website Configuration|Home Page and Website Configuration]]
−
[[ProDon:Client and Individual vs Other Fields|Client and Individual vs Other Fields]]
 
  
−
|
+
[https://scribehow.com/viewer/Creating_a_Client_Web_form__2mPKv9wdTRmeRFU5zhD-zw Creating a Client Web form]
−
Explanations on the use of these fields.
 
  
−
| 2011/07/12<br>
+
[[ProDon:Creating a Web Form|Creating a Web Form]]  
−
| 1<br>
 
−
| 4.6.5.5<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[Common functions:Search Bar|Search Bar]]
 
  
−
|  
+
[[ProDon:Web Form Customization Configuration|Web Form Customization Configuration]]
−
Explanations on the search bar.
 
  
−
| 2011/07/22
+
[[ProDon:Label Configuration|Label Configuration]]  
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Filter Data (Queries)|Filter Data (Queries)]]
 
  
−
|  
+
[[ProDon:Importing Donations|Importing Donations]]
−
Explanations on the "Filter Data" tool.
 
  
−
| 2011/08/12
+
[[ProDon:Viewing Donations|Viewing Donations]]  
−
| 1
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Customized Lists|Customized Lists]]
 
  
−
|  
+
[[ProDon:URL Address of the Form|URL&nbsp;Address of the Form]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Web Form Parameters (Online Donation Module)|Web Form Parameters (Online Donation Module)]]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Mass Mailing and Master Documents  ====
 
  
−
|-
+
[[ProDon:Integration with Online Donation Forms|Integration with Online Donation Forms]]  
−
|
 
−
[[ProDon:Master Document Management|Master Document Management]]
 
  
−
|  
+
[[ProDon:Back office|Back office]]
−
Procedure to create master documents integrated to '''''ProDon'''''.
 
  
−
| 2011/08/30<br>
+
[https://scribehow.com/viewer/Resend_a_IMakeAnOnlineDonation_confirmation_email__O9ZtxLa2RWSfsimLh2cK8Q Resend a IMakeAnOnlineDonation confirmation email]  
−
| 1<br>
 
−
| 4.6.5.6<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Duplicating a Master Document|Duplicating a Master Document]]
 
  
−
|
 
−
Procedure to create a new master document based on a '''''ProDon''''' master document.
 
  
−
| 2011/07/21
+
<br>
−
| 1
 
−
| 4.6.5.6
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Integrating a Word Document in the Database|Integrating a '''''Word''''' Document in the Database]]
 
  
−
|
+
== E-mail blast module  ==
−
Procedure to integrate an existing '''''Word''''' document as master document in the database.
 
  
−
| 2011/08/30
+
[[ProDon:Preparing the Master Document|Preparing the Master Document]]  
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mass Mailing|Mass Mailing]]
 
  
−
|  
+
[[ProDon:Preparing the Distribution List|Preparing the Distribution List]]
−
Procedure for the use of the mass mailing functions.
 
  
−
| 2011/08/30
+
[[ProDon:Sending the E-mail Blast|Sending the E-mail Blast]]  
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Mailing History|Mailing History]]
 
  
−
|  
+
[[ProDon:Viewing Mailing Statistics|Viewing Mailing Statistics]]
−
Procedure for the configuration, the creation and the use of mailings.
 
  
−
| 2011/09/26<br>
 
−
| 1<br>
 
−
| 4.6.5.10<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Labels or Envelopes Word 2002-2003|Labels or Envelopes '''''Word''''' 2002-2003]]
 
  
−
|
+
<br>
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2002 or 2003.
 
  
−
| 2011/08/30
+
== eReceipt Module ==
−
| 1
+
[[ProDon:Client_file's_eReceipt_options|eReceipt options]]  
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Labels or Envelopes Word 2007|Labels or Envelopes '''''Word''''' 2007]]
 
  
−
|  
+
[[ProDon:Thank-you_email_configuration|Thank-you email configuration]]
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2007.
 
  
−
| 2011/08/30
 
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Labels or Envelopes Word 2010|Labels or Envelopes '''''Word''''' 2010]]
 
  
−
|
+
<br>
−
Procedure to create labels or envelopes master documents if your '''''Word''''' version is from 2010.
 
  
−
| 2011/08/30
+
== Update descriptions ==
−
| 1
 
−
| 4.6.5.7
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Multi-management ====
 
  
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,002000&l=1&w=5,002099 Prodon 5.0.20]
−
|
 
−
[[Common functions:Exporting and Merging Data|Exporting and Merging Data]]
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001900&l=1&w=5,001999 Prodon 5.0.19]
−
Procedure to export a grid from '''''ProDon''''' to a '''''Word''''', '''''Excel''''' or '''''Text''''' document.
 
  
−
| 2011/08/30  
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001800&l=1&w=5,001899 Prodon 5.0.18]
−
| 1  
 
−
| 4.6.5.5
 
−
| Active
 
−
|-
 
−
|
 
−
[[Common functions:Task and History Management (CRM)|Task and History Management (CRM)]]
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001700&l=1&w=5,001799 Prodon 5.0.17]
−
Coming soon
 
  
−
| <br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001600&l=1&w=5,001699 Prodon 5.0.16]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common_functions:View_Management|View Management]]
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001500&l=1&w=5,001599 Prodon 5.0.15]
−
Coming soon
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001400&l=1&w=5,001499 Prodon 5.0.14]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Analysis and Reports  ====
 
  
−
|-
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001300&l=1&w=5,001399 Prodon 5.0.13]
−
|
 
−
[[ProDon:Customized Reports|Custom Reports]]
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001200&l=1&w=5,001299 Prodon 5.0.12]
−
Procedure to configure and use custom reports.
 
  
−
| 2011/08/17<br>
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001100&l=1&w=5,001199 Prodon 5.0.11]
−
| 1<br>
 
−
| 4.6.5.8<br>
 
−
| Active<br>
 
−
|-
 
−
|
 
−
[[ProDon:Analysis Summary|Analysis Summary]]
 
  
−
|
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,001000&l=1&w=5,001099 Prodon 5.0.10]
−
Explanations concerning the use of summaries in "Analysis and history".
 
  
−
| 2011/08/30
+
[http://public.logilys.net/updater/versionProLys.asp?a=30&v=5,000900&l=1&w=5,000999 Prodon 5.0.9]
−
| 1
 
−
| 4.6.5.8
 
−
| Active
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Add-on Modules (requires purchasing of corresponding modules)  ====
 
  
−
|-
+
== Technical documents ==
−
|
 
−
[[ProDon:Accounting Integration Module|Accounting Integration Module]]
 
  
−
|
+
[http://doc.logilys.com/ventes/hardware_software_requirements.pdf Hardware and software requirements]
−
Coming soon
 
  
−
| <br>
+
[https://wikien.logilys.com/index.php/ProDon:Sending_domain_authentifications Sending domain authentifications]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Importation Modules|Importation Modules]]
 
  
−
|  
+
[[ProDon:FAQ - PCI Standards|FAQ - PCI Standards]]
−
Configuration and use of importation modules to import data from '''''CSV''''' files.
 
  
−
| 2011/04/07
+
[[Common functions:Office 365 for our LogiCloud hosting service|Office 365 for our LogiCloud hosting service]]
−
| 24
 
−
| 4.6.3.24
 
−
| Active
 
−
|-
 
−
|
 
−
[[ProDon:Beneficiary Module|Beneficiaries Module]]
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Training plans ==
−
| <br>
+
[http://logilys.com/documents/prodon/introduction_to_prodon.pdf Introduction to ProDon]
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Prospecting and Commitment Module|Prospecting and Commitments Module]]
 
  
−
|  
+
[[Common functions:Training Plan - E-mail Blast Module|E-mail Blast Module]]
−
Coming soon
 
  
−
| <br>
+
[[ProDon:Training Plan - Online Donation Module|Online Donation Module]]  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Invoicing Module|Invoicing Module]]
 
  
−
|
 
−
Coming soon
 
  
−
| <br>
+
== Policies ==
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[Common functions:E-Mail Blast Module|E-Mail Blast Module]]
 
  
−
|
+
[https://www.imakeanonlinedonation.org/logizone/conditions.html Terms of use]
−
Coming soon
 
  
−
| <br>
+
[https://www.imakeanonlinedonation.org/logizone/privacy.html IMakeAnOnlineDonation Confidentiality policy]
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|-
 
−
|
 
−
[[ProDon:Multi-organization Module|Multi-organization Module]]
 
  
−
|
+
[https://www.jedonneenligne.org/logizone/community.html Community regulations]
−
Coming soon
 
  
−
|
+
[http://doc.logilys.com/politiques/confidentiality.pdf Logilys Confidentiality policy]
−
|
 
−
|
 
−
|
 
−
|-
 
−
| bgcolor="#ffff80" colspan="6" |
 
−
==== Appendix A - Technical Documents  ====
 
  
−
|-
+
[https://doc.logilys.com/politiques/SLA_Logilys.pdf Software Licence Agreement]
−
|
 
−
Coming soon
 
  
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
| <br>
 
−
|}
 
  
 +
<br>
 
{{Footer_ProDon}}<br>
 
{{Footer_ProDon}}<br>

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


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