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Prodon
Frequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ)
FAQ - Logging out of Prodon Web
Hosted services (LogiCloud)
FAQ - Connection to the hosted service
FAQ - Copy files from the hosted service to the computer
FAQ - Copy files from the computer to the hosted service
FAQ - Print from the hosted service
FAQ - Disconnecting from the hosted service
Clients & Relations
FAQ - Add a client
FAQ - Add a company
FAQ - Add a relationship
FAQ - Edit a client
FAQ – Edit a relation
FAQ - Detailed Client Record
FAQ - Client File Summary
FAQ - Email – Add / Edit / Remove
FAQ – Phone – Add / Modify / Remove
FAQ - RFM indicator (Recency, Frequency, Monetary)
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Navigation
FAQ - How to search using the search bar
FAQ - Select a filter
FAQ - Select a view
Transactions
FAQ — Add a Transaction from the Client File
FAQ - Adding a transaction via the client file
FAQ – Adding a Transaction Through a Form (via a Client File)
FAQ — Modify or View a Transaction
FAQ - Import transactions into Prodon
FAQ - Submit a deposit
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Home
FAQ - Prodon Web Integration
FAQ - Change your password in Prodon Web
FAQ - Forgotten Password
FAQ - Change multi-factor authentication
FAQ - Generating and Sending Electronic Receipts
FAQ – Notification Center
FAQ - Switching Organizations (requires the Multi-Organization module)
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Dashboard
FAQ - Dashboard - Add / Edit / Delete
FAQ - Widget - Add / Edit / Delete
Commitments
FAQ - Generate automated commitments