ProDon:Table of Contents
| Table of Contents |
Contents
- 1 General
- 2 General Configuration
- 3 Transaction structure configuration
- 4 Receipts configuration
- 5 Customization of the database
- 6 Transaction processing and Deposit loop
- 7 Clients
- 8 Couple management
- 9 Multi-management / Information extraction
- 10 Mass mailing and master documents
- 11 Available modules
- 12 Multiuser module
- 13 Imports module
- 14 Commitments module
- 15 Electronic Transaction Module
- 16 Online donation module
- 17 E-mail blast module
- 18 eReceipt Module
- 19 Update descriptions
- 20 Documents
This is the table of contents of ProDon help documentation.
To find a help document, consult the list or search by using the search tool available in the left-hand menu.
General
General Configuration
Transaction structure configuration
Accounting System Links Management
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'
Customization of the database
Categories vs Customized Fields vs Characteristics
Customized Field Configuration
Transaction processing and Deposit loop
| width="400" | Transactions management
Different Clients of a Transaction
Expenditure Transaction Logging
Validation and Transfer of a Transaction Batch
Processing Receipts to be Issued
Processing Documents to be Issued
Cancelling, Reissuing and Reprinting Receipts
List of Issued and/or Cancelled Receipts
Clients
| Procedure to add a client |
| Client Management |
| Client file |
| Manipulation of client file tabs |
| Relations |
| Searching and Eliminating Duplicates |
| Merging and Deleting a Client |
Couple management
| Issuance of couple receipt |
| Mailing to a couple |
| Couple greeting |
Multi-management / Information extraction
Mass mailing and master documents
Available modules
| Accounting Integration Module |
| Beneficiaries Module |
| Invoicing Module |
| Multi-organization Module |
Multiuser module
| Creating a new user |
| Creating a new user group |
| Visibility in views, filters, tasks, etc. |
| Copy user preferences to another user |
| Change a user password |
Imports module
| Client import and update module |
| Address import |
| Means of communication import |
| Transaction import |
| Receipts import |
| Commitment import |
| Tasks import |
Commitments module
Electronic Transaction Module
| Electronic Transaction Module |
| Process Bank Rejections |
Online donation module
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 |
| Sending eReceipt |
| Assignment of the thank-you for transaction already entered |
Update descriptions
Documents
Technical documents
Training plans
| Introduction to ProDon |
| E-mail Blast Module |
| Online Donation Module |
Training Documents(PDF)
| Report Occasion results - Annual campaign |
| Report Occasion results - Fundraising cocktail party |
Policies
| Terms of use |
| IMakeAnOnlineDonation Confidentiality policy |
| Community regulations |
| Logilys Confidentiality policy |
| Software Licence Agreement |
Document name: ProDon:Table of Contents
