ProDon:Characteristic Management

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Introduction

The characteristics are fully configurable fields. Their main use is to manage information for which no field is intended in the software. For instance, someone who would want to manage his or her clients' marital status could easily do it.

It is possible to configure characteristics to manage information in many managements. For example, the "Client management", the "Transaction management", etc.

If the information to be managed requires several precise pieces of information, it is possible to create groups of characteristics that contain many characteristics. When adding a group, all the characteristics that are in the group are added in a single operation. For instance, someone could create a group named "Call", that would contain 2 characteristics. A first one for the type of call, and a second one for the duration of the call.

CAUTION: Prior to creating a characteristic, read the "Categories vs Characteristics vs Customized Fields" document. This document explains the different possibilities of configuration.

Configuring Characteristics

To go to the "Characteristic Management", from the software home page, click on the "Configuration" menu, then select "Characteristics".

A: List of all the characteristics.	B: The button allows you to add a new characteristic. The button allows you to modify an existing characteristic. The button allows you to delete a characteristic from the list.

Add / Edit a Characteristic

"General" Tab

After clicking on the button, this window opens.
A: This line contains the name of the characteristic.	B: This line allows you to write notes on the use of the characteristic for the different users.
C: This field allows you to specify the management in which the characteristic will be available to use. For instance, to be able to use a characteristic in a client file,you must choose "Client management" here.	D: The type of characteristic must be chosen based on the way the characteristic information is entered. For more details on the types of characteristics, consult the "Different Types of Characteristics" section.
E: If this box is checked, it is not possible to add the characteristic more than once in an element of the management chosen in C.	F: Allows you to add a field to the characteristic in order to enter the start date.
G: Allows you to add a field to the characteristic in order to enter the end date.	H: Allows you to add the column corresponding to the characteristic in different management grids of the software. CAUTION: This box can be checked only the option in E is checked. Moreover, to be able to view the column in a management, consult the "View management" document.
I: Allows you to add the characteristic to all the elements of management chosen in C.	J: Allows you to require information entry for that characteristic.
K: Allows you to specify a default value for new entries.

"Mass Mailing" Tab

This tab allows you to configure a characteristic with the intention of including it to a mass mailing.

For more details on the use of a characteristic in mass mailing, click here.

"Format" Tab

Different types of characteristics

There are 7 types of characteristics:

• Numeric
• Text
• Date and time
• Check box
• List of choices
• List of predefined choices
• Long text

"Numeric" Type

A "Numeric" type characteristic contains numbers exclusively.

A: The button contains three configurations of predefined formats: monetary, percentage and quantity. By selecting one of them, the B, C and D fields are automatically filled in. It is also possible to fill in these fields manually.	B: Allows you to choose the number of decimals the number will comprise. For example, for a "Monetary" format, you must enter "2", since a monetary format only has two decimals. It is easier to use the button explained in A.
C: Allows you to specify if the numbers should contain a separation between the decimals or the thousands. For instance, for a "Monetary" format, you must enter a "." in the "Decimal" box. The use of the button explained in A is easier.	D: Allows you to specify if a symbol must be added to the number. For example, for a "Monetary" format, you must choose "Before" in the drop-down list, then "$" in the second box. The use of the button explained in A is faster.

"Text" Type

A "Text" type characteristic has no predefined format. It is in a text form and may contain a maximum of 255 alphanumeric characters.

"Date and time" Type

A "Date and time" type characteristic must contain only one date, only one time, or a date and a time.

A: The button contains three configurations of predefined formats: Date only, time only or date and time.	B: The button displays the legend of all the formats of date and time.
C: This line allows you to enter the date and time format. In this example, it is date only.	D: This field allows you to specify the separator to be used for the date. For instance, if the "3" separator is chosen, the date will entered as "2012/01/27".

Using a Characteristic in Mass Mailing

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Document name: ProDon:Characteristic Management

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