Difference between revisions of "ProDon:Default Values"

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{{Header_TOC}}<br>  
 
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== Introduction  ==
 
== Introduction  ==
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Default values allow the user to speed up high volume data entry.  
 
Default values allow the user to speed up high volume data entry.  
  
−
There are three different types of default values in '''''ProDon''''':  
+
There are three different types of default values in '''''Prodon''''':  
  
 
*Default values for transactions;  
 
*Default values for transactions;  
 
*Default values for clients;  
 
*Default values for clients;  
−
*Default values for commitments (requires the "Prospecting and Commitments Module").
+
*Default values for commitments (requires the [[ProDon:Table of Contents#Commitments module|" Prospecting and Commitments Module "]]).
  
 
<br>  
 
<br>  
  
−
Default values allow the user to configure data that will already be entered when adding new clients, new transactions or new 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.  
+
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 identical commitments are to be entered for several different clients, it is then possible to define the information that are common to all of these commitments. More specifically, if all the commitments start and end on the same dates, it is possible to ensure that '''''Prodon''''' remembers those dates, so the user would not have to enter them each time.  
  
 
<br>  
 
<br>  
  
−
Moreover, it is possible to establish a tabulation order when adding a new transaction.  
+
Furthermore, it is possible to establish a tabulation order when adding new transactions.  
  
 
== Configuring Default Values  ==
 
== 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.  
+
A " Default values " window appears as a blank window for the chosen type (clients, transactions, commitments). Therefore, if the " Clients " type is selected, a blank window identical to a new client window opens.  
  
 
=== Default Values for Transactions  ===
 
=== Default Values for Transactions  ===
  
−
To configure the default values of a transaction addition window, first go to the "Transaction management".  
+
To configure the default values of a transaction addition window, go to " Transaction management ".  
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 444px; height: 354px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 444px; height: 354px;"
 
|-
 
|-
 
|  
 
|  
−
To do so, from the software home page, click on the "Transactions" menu, then select "[[Image:Bouton transactions.png]] Transactions".  
+
To do so, from <nowiki/>the software's home page, click on the " Transactions " menu, then select " [[File:Prodon5 Default Values Transaction Button.png]] Transactions ".  
  
 
|-
 
|-
−
| [[Image:Default Values 001.png]]
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| [[File:Prodon5 Default Values 001.png]]
 
|}
 
|}
  
 
<br>  
 
<br>  
  
−
Then go to the configuration window of the default values.<br>
+
Then go to the configuration window of the default values.  
−
 
 
−
<br>
 
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 347px; height: 340px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 347px; height: 340px;"
 
|-
 
|-
 
|  
 
|  
−
To do so, click on the "Update" menu, then select "Default values F4".  
+
To do so, click on the " Update " menu, then select "Default values F3".  
  
 
|-
 
|-
−
| [[Image:Default Values 002.png]]
+
| [[File:Prodon5 Default Values 002.png]]
 
|}
 
|}
  
−
<br>  
+
<br>
  
−
<br>
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
−
 
+
|-
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 635px; height: 642px;"
+
|After clicking on " Default values F3 ", this window opens up.
 +
|-
 +
|[[File:Prodon5 Default Values 003.png|799x799px|frameless]]
 
|-
 
|-
−
|  
+
|<span style="color:red;">'''A:'''</span> If you select the option to ask for each transaction, it will ask you if you want to make an instant payment, deferred payment or batch payment. It is the default question asked for an electronic payment type. 
−
After clicking on "Default values F4", this window opens.  
 
−
 
 
 
|-
 
|-
−
| [[Image:Default Values 003.png]]
+
|<span style="color:red;">'''B:'''</span> 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 :''' 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, [[ProDon:Transaction Logging|click here]]. To define a tabulation order when entering a transaction, [[ProDon:Default Values#Configuring the Tabulation Order|click here]].
−
Enter the default values in the desired fields.
+
|}<br>
−
 
 
−
'''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, [[ProDon:Transaction Logging|click here]]. To define a tabulation order when entering a transaction, [[ProDon:Default Values#Configuring_the_Tabulation_Order|click here]].  
 
−
 
 
−
|}
 
−
 
 
−
<br>  
 
−
 
 
−
<br>
 
−
 
 
 
=== Default Values for Clients  ===
 
=== Default Values for Clients  ===
−
 
+
To configure default values for the new client window, go to " Client management ".
−
To configure default values to the client addition window, first go to the "Client management".  
+
{| class="wikitable" cellspacing="1" cellpadding="1" border="1" style="width: 409px; height: 263px;"
−
 
 
−
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 409px; height: 263px;"
 
 
|-
 
|-
 
|  
 
|  
−
To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Bouton Client.png]] Clients".  
+
To do so, from <nowiki/>the software's home page, click on the " Clients " menu, then select " [[File:Prodon5 Default Values Bouton Clients.png]] Clients ".  
  
 
|-
 
|-
−
| [[Image:Default Values 004.png]]
+
| [[File:Prodon5 Default Values 004.png]]
 
|}
 
|}
  
 
<br>  
 
<br>  
  
−
Then go to the configuration of default values window.  
+
Then go to the configuration window of the default values.  
−
 
 
−
<br>
 
−
 
 
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 318px; height: 267px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 318px; height: 267px;"
 
|-
 
|-
 
|  
 
|  
−
To do so, click on the "Update" menu, then select "Default values F4".  
+
To do so, click on the " Update " menu, then select " Default values F3 ".  
  
 
|-
 
|-
−
| [[Image:Default Values 005.png]]<br>
+
| [[File:Prodon5 Default Values 005.png]]<br>
 
|}
 
|}
  
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|-
 
|-
 
|  
 
|  
−
After clicking on "Default values F4", this window opens.  
+
After clicking on " Default values F3 ", this window opens up.  
  
 
|-
 
|-
−
| [[Image:Default Values 006.png]]
+
| [[File:Prodon5 Default Values 006.png]]
 
|-
 
|-
 
|  
 
|  
−
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 new 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]].  
  
 
|}
 
|}
  
−
<br>  
+
<br><br>  
−
 
 
−
<br>  
 
  
 
=== Default Values for Commitments  ===
 
=== Default Values for Commitments  ===
  
−
To configure the default values of a commitment addition window, first go to the "Client management".  
+
To configure the default values for a new commitment, go to " Client management ".  
−
 
 
−
'''NOTE: '''The "Prospecting and Commitments Module" must be activated so that the following options are available.
 
−
 
 
−
<br>
 
  
 +
'''NOTE: '''The [[ProDon:Table of Contents#Commitments module|" Prospecting and Commitments Module "]] must be activated for the following options to be accessible.<br>
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 389px; height: 263px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 389px; height: 263px;" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Bouton Client.png]] Clients".  
+
To do so, from the software's home page, click on the " Clients " menu, then select " [[File:Prodon5 Default Values Bouton Clients.png]] Clients ".  
  
 
|-
 
|-
−
| [[Image:Default Values 007.png]]
+
| [[File:Prodon5 Default Values 007.png]]
 
|}
 
|}
  
 
<br>  
 
<br>  
  
−
Then go to the default values configuration window.  
+
Then go to the configuration window of the default values.  
−
 
 
−
<br>
 
−
 
 
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 304px; height: 279px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 304px; height: 279px;" class="wikitable"
 
|-
 
|-
 
|  
 
|  
−
To do so, click on the "Update" menu, then select "Default values (Commitment)".  
+
To do so, click on the " Update " menu, then select " Default values (Commitment) ".  
  
 
|-
 
|-
−
| [[Image:Default Values 008.png]]
+
| [[File:PRodon5 Default Values 008.png]]
 
|}
 
|}
  
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|-
 
|-
 
|  
 
|  
−
After clicking on "Default values (Commitment)", this window opens.  
+
After clicking on " Default values (Commitment) ", this window opens up.  
  
 
|-
 
|-
−
| [[Image:Default Values 009.png]]
+
| [[File:Prodon5 Default Values 009.png]]
 
|-
 
|-
 
|  
 
|  
 
Enter the default values in the desired fields.  
 
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, [[ProDon:Prospecting and Commitments Module|click here]].  
+
'''NOTE: '''All fields for which values have been entered here will automatically be pre-filled when adding new commitments. However, the user can always change the values manually when entering a commitment. For more details concerning commitments, [[ProDon:Commitment Management (Objective vs Automatic)|click here]].  
  
 
|}
 
|}
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== Configuring the Tabulation Order  ==
 
== 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.  
+
It is possible to configure the tabulation order in the transaction window. This function allows to define the order in which the cursor moves from one field to the other while pressing the " TAB " key on the keyboard. By default, the cursor goes over every field. However, it is possible to have it go over only certain fields in a precise order.
−
 
 
−
To modify the tabulation order of the transaction addition window, first follow the steps of the [[ProDon:Default Values#Default_Values_for_Transactions|"Default Values for Transactions"]] section.
 
−
 
 
−
<br>
 
  
 +
To modify the tabulation order in the transaction window, follow the steps in the [[ProDon:Default Values#Default_Values_for_Transactions|" Default Values for Transactions "]] section.<br>
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 322px; height: 242px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 322px; height: 242px;" class="wikitable"
 
|-
 
|-
−
| [[Image:Default Values 010.png]]
+
| [[File:PRodon5 Default Values 010.png]]
 
|-
 
|-
 
|  
 
|  
−
In the "Default transaction values" window, click on the [[Image:Button 123.png]].  
+
In the " Default transaction values " window, click on the [[Image:Button 123.png]] button.  
  
 
|}
 
|}
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
−
After clicking on the [[Image:Button 123.png]] button, this window opens.  
+
After clicking on the [[Image:Button 123.png]] button, this window opens up.  
  
 
|-
 
|-
−
| colspan="2" | [[Image:Default Values 011.png]]<br>
+
| colspan="2" | [[File:Prodon5 Default Values 011.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of all fields available when adding a transaction.  
+
'''<span style="color: rgb(255, 0, 0);">A: </span>''' This is the list of all the fields that are available when adding a new transaction.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''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.  
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''This is the list of the fields that the cursor will go to when pressing the " TAB " key on the keyboard. The tabulation order must be placed downwards.  
  
 
|-
 
|-
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
−
'''NOTE: '''If there is no field in column '''<span style="color: rgb(255, 0, 0);">B</span>''', the tabulation order follows the order of the fields that are in column '''<span style="color: rgb(255, 0, 0);">A</span>'''. However, the tabulation order can not be determined in column <span style="color: rgb(255, 0, 0);">'''A'''</span>. To establish an order different from the one in column <span style="color: rgb(255, 0, 0);">'''A'''</span>, which contains all the fields, the user have to move all the fields from column <span style="color: rgb(255, 0, 0);">'''A'''</span> to column '''<span style="color: rgb(255, 0, 0);">B</span>''', using the [[Image:Button right arrow long.png]] and [[Image:Button left arrow long.png]] buttons, and then define the tabulation order using the [[Image:Button Arrow up.png]] and [[Image:Button Arrow down.png]] buttons.  
+
'''NOTE: '''If there are no fields in column '''<span style="color: rgb(255, 0, 0);">B</span>''', the tabulation order follows the order of the fields that are in column '''<span style="color: rgb(255, 0, 0);">A</span>'''. However, the tabulation order can not be determined in column <span style="color: rgb(255, 0, 0);">'''A'''</span>. To establish an order different from the one in column <span style="color: rgb(255, 0, 0);">'''A'''</span>, which contains all the fields, the user has to move all the fields from column <span style="color: rgb(255, 0, 0);">'''A'''</span> to column '''<span style="color: rgb(255, 0, 0);">B</span>''', using the [[Image:Button right arrow long.png]] and [[Image:Button left arrow long.png]] buttons, and then define the tabulation order using the [[Image:Button Arrow up.png]] and [[Image:Button Arrow down.png]] buttons.  
  
 
|}
 
|}
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<br>  
 
<br>  
  
−
{{Footer_ProDon_Version|4.6.6.5}}<br>
+
{{Footer_ProDon_Version|5.0.5}}<br>

Latest revision as of 15:39, 18 June 2018

Default Values


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 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 identical commitments are to be entered for several different clients, it is then possible to define the information that are common to all of these commitments. More specifically, if all the commitments start and end on the same dates, 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 new transactions.

Configuring Default Values

A " Default values " window appears as a blank window for the chosen type (clients, transactions, commitments). Therefore, if the " Clients " type is selected, a blank window identical to a new client window opens.

Default Values for Transactions

To configure the default values of a transaction addition window, go to " Transaction management ".

To do so, from the software's home page, click on the " Transactions " menu, then select " Prodon5 Default Values Transaction Button.png Transactions ".

Prodon5 Default Values 001.png


Then go to the configuration window of the default values.

To do so, click on the " Update " menu, then select "Default values F3".

Prodon5 Default Values 002.png


After clicking on " Default values F3 ", this window opens up.
Prodon5 Default Values 003.png
A: If you select the option to ask for each transaction, it will ask you if you want to make an instant payment, deferred payment or batch payment. It is the default question asked for 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 : 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 ".

To do so, from the software's home page, click on the " Clients " menu, then select " Prodon5 Default Values Bouton Clients.png Clients ".

Prodon5 Default Values 004.png


Then go to the configuration window of the default values.

To do so, click on the " Update " menu, then select " Default values F3 ".

Prodon5 Default Values 005.png


After clicking on " Default values F3 ", this window opens up.

Prodon5 Default Values 006.png

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 new 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 for the following options to be accessible.

To do so, from the software's home page, click on the " Clients " menu, then select " Prodon5 Default Values Bouton Clients.png Clients ".

Prodon5 Default Values 007.png


Then go to the configuration window of the default values.

To do so, click on the " Update " menu, then select " Default values (Commitment) ".

PRodon5 Default Values 008.png


After clicking on " Default values (Commitment) ", this window opens up.

Prodon5 Default Values 009.png

Enter the default values in the desired fields.

NOTE: All fields for which values have been entered here will automatically be pre-filled when adding new commitments. However, the user can always change the values 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 window. This function allows to define the order in which the cursor moves from one field to the other while pressing the " TAB " key on the keyboard. By default, the cursor goes over every field. However, it is possible to have it go over only certain fields in a precise order.

To modify the tabulation order in the transaction window, follow the steps in the " Default Values for Transactions " section.

PRodon5 Default Values 010.png

In the " Default transaction values " window, click on the Button 123.png button.


After clicking on the Button 123.png button, this window opens up.

Prodon5 Default Values 011.png

A: This is the list of all the fields that are available when adding a new transaction.

B: This is the list of the fields that the cursor will go to when pressing the " TAB " key on the keyboard. The tabulation order must be placed downwards.

C: The Button right arrow long.png and Button left arrow long.png buttons allow the fields to be moved from column A to column B and vice versa.

D: The Button Arrow up.png and Button Arrow down.png buttons allow the tabulation order of the fields in column B to be specified.

NOTE: If there are no fields 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 Button right arrow long.png and Button left arrow long.png buttons, and then define the tabulation order using the Button Arrow up.png and Button Arrow down.png buttons.


Document name: ProDon:Default Values
Version : 5.0.5


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Default_Values&oldid=9549"