Difference between revisions of "ProDon:Default Values"
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| − | Enter the default values in the desired fields. For instance, "English" as language of communication. | + | Enter the default values in the desired fields. For instance, " English " as language of communication. |
'''NOTE: '''All fields for which values have been entered here will automatically be filled in when adding clients. However, the user can always change the value manually when creating a new client. For more details concerning the addition of new clients, [[ProDon:Client Management|click here]]. | '''NOTE: '''All fields for which values have been entered here will automatically be filled in when adding clients. However, the user can always change the value manually when creating a new client. For more details concerning the addition of new clients, [[ProDon:Client Management|click here]]. | ||
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=== Default Values for Commitments === | === Default Values for Commitments === | ||
| − | To configure the default values | + | To configure the default values for a new commitment, go to " Client management ". |
| − | '''NOTE: '''The "Prospecting and Commitments Module" must be activated | + | '''NOTE: '''The " Prospecting and Commitments Module " must be activated to make the following options available. |
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| − | To do so, from the software home page, click on the "Clients" menu, then select "[[ | + | To do so, from the software home page, click on the " Clients " menu, then select " [[File:Prodon5 Default Values Bouton Clients.png]] Clients ". |
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Revision as of 07:00, 23 May 2018
| Default Values |
WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.
Introduction
Default values allow the user to speed up high volume data entry.
There are three different types of default values in Prodon:
- Default values for transactions;
- Default values for clients;
- Default values for commitments (requires the " Prospecting and Commitments Module ").
Default values allow the user to configure data that will be filled automatically when adding clients, transactions or commitments. For example, the communication language "English" could be assigned each time a new client file is created. Another example of this would be if a virtually identical commitment must be entered for several different clients, it is possible to define the pieces of information that are common to all these commitments. More specifically, if all the commitments start and end on the same date, it is possible to ensure that Prodon remembers those dates, so the user would not have to enter them each time.
Furthermore, it is possible to establish a tabulation order when adding a new transaction.
Configuring Default Values
A "Default values" window appears as a blank window of the chosen type (clients, transactions, commitments). Therefore, if the "Clients" type is selected, a blank window identical to a client addition window opens.
Default Values for Transactions
To configure the default values of a transaction addition window, first go to the "Transaction management".
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To do so, from Prodon's home page, click on the " Transactions " menu, then select " |
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Then go to the configuration window of the default values.
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To do so, click on the " Update " menu, then select " Default values F3 ". |
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| After clicking on "Default values F3", this window opens. |
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| A: If you select the option to ask for each transaction, it will ask if you want to make an instant payment, deferred payment or batch payment. It is the default question's answer to an electronic payment type. |
| B: The fields that are in blue are the fields available to insert default answer's when entering a new transaction. The user can decide which fields will be pre-filled. |
| NOTE : NOTE: All the fields for which values have been entered here will automatically be filled in when adding transactions. However, the user can always change the values manually from the transaction entry window. For more details concerning transactions, click here. To define a tabulation order when entering a transaction, click here. |
Default Values for Clients
To configure default values for the new client window, go to " Client management ".
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To do so, from Prodon's home page, click on the " Clients " menu, then select " |
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Then go to the configuration of default values window.
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To do so, click on the " Update " menu, then select " Default values F3 ". |
 |
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After clicking on " Default values F3 ", this window opens. |
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Enter the default values in the desired fields. For instance, " English " as language of communication. NOTE: All fields for which values have been entered here will automatically be filled in when adding clients. However, the user can always change the value manually when creating a new client. For more details concerning the addition of new clients, click here. |
Default Values for Commitments
To configure the default values for a new commitment, go to " Client management ".
NOTE: The " Prospecting and Commitments Module " must be activated to make the following options available.
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To do so, from the software home page, click on the " Clients " menu, then select " |
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Then go to the default values configuration window.
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To do so, click on the "Update" menu, then select "Default values (Commitment)". |
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After clicking on "Default values (Commitment)", this window opens. |
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Enter the default values in the desired fields. NOTE: All fields for which values have been entered here will automatically be filled in when adding commitments. However, the user can always change the value manually when entering a commitment. For more details concerning commitments, click here. |
Configuring the Tabulation Order
It is possible to configure the tabulation order in the transaction addition window. This function allows the order in which the cursor moves from one field to the other when pressing on the "TAB" key of the keyboard to be defined. By default, the cursor passes over all the fields. However, it is possible to have it pass only over certain fields in a precise order.
To modify the tabulation order of the transaction addition window, first follow the steps of the "Default Values for Transactions" section.
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In the "Default transaction values" window, click on the |
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After clicking on the | |
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A: It is the list of all fields available when adding a transaction. |
B: It is the list of fields on which the cursor will stop when pressing on the "TAB" key of the keyboard. The tabulation order must be placed downward. |
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C: The |
D: The |
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NOTE: If there is no field in column B, the tabulation order follows the order of the fields that are in column A. However, the tabulation order can not be determined in column A. To establish an order different from the one in column A, which contains all the fields, the user has to move all the fields from column A to column B, using the | |
Document name: ProDon:Default Values
Version : 5.0.5.2
