Difference between revisions of "ProDon:Preferences"

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'''<u>ATTENTION</u>''' : This document is for '''VERSION''' '''5''' of ProDon. To get to the document of version 4, [[ProDon:Preferences_(Version_4)|click here]]. <br>
+
'''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[ProDon:Preferences_(Version_4)|click here]]. <br><br>
 
 
<span style="color: rgb(255, 0, 0);">'''Caution&nbsp;: This document is in writing/revision, il est possible que certaines parties soient manquantes ou désuètes.'''</span><br>
 
 
 
<br>
 
  
 
== Introduction  ==
 
== Introduction  ==
  
Les préférences permettent d'effectuer des configurations générales sur le logiciel. Par exemple, l'activation/désactivation de certains champs ou de certaines options du logiciel, la configuration du format de certains champs, ou encore, la modification de la disposition de certains champs. <br>
+
The preferences tab allows the user to customize the general configuration settings in the software. For example, the activation/deactivation of some fields or options in the software, the configuration of the format or the setting for the layout of some fields. <br>  
 
 
Il existe 2 types de préférences, les préférences système et les préférences utilisateur.<br>
 
  
<br>
+
There are 2 types of preferences: system preferences and user preferences.<br>
  
== Accéder aux préférences ==
+
== Access to preferences ==
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
Pour configurer les préférences, à partir de la page principale du logiciel, cliquer sur le menu «&nbsp;Configuration&nbsp;», puis choisir «&nbsp;[[Image:Bouton préférences.png]] Préférences&nbsp;».  
+
To configure the preferences from the main page of the software, click on the " Configuration " menu, then select " [[File:Prodon5 Preferences Button.png]] Preferences ".  
  
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 001.png]]
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| colspan="2" | [[File:Prodon5 Preferences 001.png]]
 
|}
 
|}
  
<br>
+
== User preferences  ==
  
== Préférences utilisateur  ==
+
The user preferences can be customized by any user. The changes done in this section will only be applied to the current user profile.<br>
  
Les préférences utilisateur sont des options configurables par utilisateur. Les changements apportés à ces préférences s'appliquent donc uniquement au profil de l'utilisateur en cours.<br>
+
'''NOTE :''' If some users are not able to edit their user preferences, it is because they do not have the necessary accesses. To get the access needed go to the [[ProDon:User Management|" User Management "]] page to give the users the rights to customize their preferences. <br>  
 
 
'''NOTE :''' Si un utilisateur n'est pas en mesure de modifier ses préférences utilisateur, c'est parce qu'il n'a pas les accès nécessaires. Il faudra donc aller dans la [[ProDon:Gestion_des_utilisateurs|gestion des utilisateurs]] pour lui attribuer l'accès aux préférences utilisateur.<br>  
 
  
 
<br>  
 
<br>  
  
=== Onglet « Barre de raccourcis »  ===
+
=== " Shortcut Bar " tab ===
  
L'onglet « Barre de raccourcis » permet de modifier la barre de raccourcis de l'utilisateur. La barre de raccourcis se trouve dans le haut de la page d'accueil et est constituée de différents boutons/icônes, qui permettent d'accéder en un clic aux différentes gestions ou sections du logiciel.  
+
The " Shortcut Bar " tab allows the shortcut bar to be modified by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing the users to access different management grids or sections of the software in a single click.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 002.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 002.png|599x599px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de choisir la grosseur des boutons de la barre de raccourcis (petits ou grands).  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the button size to be chosen on the Shortcut bar (small or large).
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de choisir d'afficher ou non le texte sous les boutons de la barre de raccourcis.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the text to be displayed under the buttons of the Shortcut Bar.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de choisir d'afficher ou la section du sommaire des tâches à droite complètement de la barre de raccourcis.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the task summary section to be displayed at the right end of the Shortcut Bar.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher le bouton des tâches dans la section du sommaire des tâches à droite complètement de la barre de raccourcis.   
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the task Button to be displayed in the task summary section at the right end of the Shortcut Bar.   
 
 
'''NOTE :''' La case en <span style="color: rgb(255, 0, 0);">'''C'''</span> doit être cochée pour pouvoir activer cette option.
 
  
 +
'''NOTE:''' The box <span style="color: rgb(255, 0, 0);">'''C'''</span> must be checked for this option to be activated.
 
|-
 
|-
|  
+
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> To activate the search bar, click on the blue bar on top of the " Available Button " section (see <span style="color: rgb(255, 0, 0);">'''F'''</span>) and the " Selected Buttons " section (see <span style="color: rgb(255, 0, 0);">'''G'''</span>). It will help in finding a specific button faster.
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Il s'agit de la liste de tous les boutons disponibles du logiciel. Pour en ajouter à la barre de raccourcis, utiliser le bouton [[Image:Bouton flèche droite.png]] en <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> This is the list of all the available buttons in the software. To add a button to the Shortcut Bar, use this arrow button [[File:Button right arrow long.png|frameless]] see <span style="color: rgb(255, 0, 0);">'''H'''</span>.
 
 
|  
 
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Il s'agit de la liste des boutons actuellement affichés sur la barre de raccourcis. Pour en retirer de la barre de raccourcis, utiliser le bouton [[Image:Bouton flèche gauche.png]] en <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
 
 
 
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Cette bande bleue dans le haut des sections « Boutons disponibles » (en <span style="color: rgb(255, 0, 0);">'''E'''</span>) et « Boutons sélectionnés » (en <span style="color: rgb(255, 0, 0);">'''F'''</span>) permet d'activer une barre de recherche, qui permettra de trouver plus facilement un bouton spécifique. Pour activer la barre de recherche, il faut simplement cliquer sur la bande bleue.  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> This is the list of the buttons actually displayed in the Shortcut Bar. To remove a button from this list, use this arrow button [[File:Button left arrow long.png|frameless]] see <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Les boutons [[Image:Bouton flèche droite.png]] et [[Image:Bouton flèche gauche.png]] permettent d'ajouter ou de retirer des boutons à la barre de raccourcis.  
+
<span style="color: rgb(255, 0, 0);">'''H:'''</span> The [[File:Button right arrow long.png|frameless]] and [[File:Button left arrow long.png|frameless]] arrow buttons allow the addition or removal of buttons from the Shortcut Bar.  
  
 
|-
 
|-
|  
+
| colspan="2" |
<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Les boutons [[Image:Bouton flèche haut.png]] et [[Image:Bouton flèche bas.png]] permettent de choisir l'ordre d'affichage des boutons sur la barre de raccourcis.  
+
<span style="color: rgb(255, 0, 0);">'''I:'''</span> The [[File:Button Arrow down.png|frameless]] and [[File:Button Arrow up.png|frameless]] arrow buttons allow the user to customize the display order of the buttons in the Shortcut Bar.  
 
 
|
 
<br>
 
  
 
|}
 
|}
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<br>
 
<br>
  
=== Onglet « Options » ===
+
=== " Options " Tab ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 003.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 003.png|621x621px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet à l'utilisateur de choisir la langue d'affichage du logiciel.<br>
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows a user to choose the display language of the software.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Lorsqu'une recherche est effectuée, si l'option «&nbsp;Au clic du bouton&nbsp;» est sélectionnée ici, il faudra cliquer sur le bouton «&nbsp;[[Fonctions communes:Barre de recherche|Rechercher]]&nbsp;» de la barre de recherche ou sur la touche «&nbsp;Entrée&nbsp;» du clavier une fois que les critères de recherche seront spécifiés, pour que la recherche s'active. Il est également possible de sélectionner un délai afin que le logiciel lance automatiquement la recherche après ce laps de temps.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user the option to change the background color between '''''Prodon''''' (orange) or '''''Prolys''''' (purple).
 
+
|-
 +
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> When searching, if the option " When the button is clicked " is selected, click on the button " Search " of the Search Bar or press the " Enter " key on the keyboard to start the search once the search criteria is specified. Also, a delay can be selected to automatically launch the search when the time criteria is complete.
 +
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user the choice of selecting when the Web Section of the main page will be refreshed. For example, the user can choose if the refresh type will be done as soon as '''''Logilys''''' modifies something, when the user starts up the software, or to not display (not recommended).
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'afficher ou non par défaut la [[Fonctions communes:Barre de recherche|barre de recherche]].<br>
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user to choose the language in which the Web section of the main page will be displayed.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de choisir à quel moment la section Web (section verte) de la page d'accueil sera rafraîchie. Par exemple, si le rafraîchissement se fera dès que '''''Logilys''''' aura effectué une modification, ou bien seulement à la prochaine ouverture du logiciel, etc.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows for the customization of the path to the temporary folder. This configuration is usually done by the technicians at '''''Logilys'''''.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet à l'utilisateur de choisir la langue d'affichage de la section Web (section verte) de la page d'accueil.  
+
<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows the user to choose which of the available shortcuts are to be created in the Start menu. The shortcuts available are: '''''Prodon''''', the Support Center, the backup software, the web update software, the Wiki documentation, and the '''''Logilys''''' web site.
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet de personnaliser le chemin du dossier temporaire. Cette configuration est habituellement effectuée par un technicien de '''''Logilys'''''.  
+
<span style="color: rgb(255, 0, 0);">'''H:'''</span> '''''Prodon''''' automatically keeps a history of the last item visited. This option allows the users to choose how many items they want to keep in their history.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Permet de créer des raccourcis qui seront disponibles dans le menu Démarrer. Les raccourcis qui peuvent être créés sont les suivants : '''''ProDon''''', le centre de soutien, l'utilitaire de sauvegarde, l'utilitaire de mise à jour Web, la documentation wiki et le site Web de '''''Logilys'''''.  
+
<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows a window to open up which contains address fields (number, type of road, road name, point of call, etc.) to help users to use a consistent template for their client files.  
  
|  
+
| <span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the minimization of '''''Prodon''''' and places it in the notification zone of '''''Windows''''' at the bottom right of the screen.
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> '''''ProDon''''' conserve automatiquement un historique des derniers éléments visités. Cette option permet de choisir combien d'éléments l'utilisateur désire conserver en historique.  
+
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''K: '''</span> Allows to automatically open the scan file for additionnal 2D bar codes.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''L:'''</span> This option will allow you to automatically add the selected merge fields to be inserted in a new Master Documents when it opens for the first time.  
  
 
|-
 
|-
|  
+
|<span style="color: rgb(255, 0, 0);">'''M:'''</span> Allows the last filtered period to be automatically selected at the top right corner of the  Analysis and history of transactions grid when opening it again.
<span style="color: rgb(255, 0, 0);">'''I'''</span> <span style="color: rgb(255, 0, 0);">''': '''</span>Permet d’afficher une fenêtre qui contient plusieurs champs d'adresse (numéro, type de voie, nom de voir, point de remise, etc.), afin de saisir les adresses uniformément dans les fiches clients.
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> If this box is activated, '''''Prodon''''' will display a window informing the user that there are online donations to import at each opening of the software (the [[ProDon:Table of Contents#Online donation module|" Online Donation Module "]] must be activated to be able to see this box).
  
| <span style="color: rgb(255, 0, 0);">'''J :'''</span> Permet de minimiser '''''ProDon''''' dans la zone de notification de '''''Windows''''' située au bas, à droite de l'écran.
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''K&nbsp;: '''</span> Permet d'ouvrir automatiquement la fiche de scan lors de l'ajout d'une transaction.
+
|<span style="color: rgb(255, 0, 0);">'''O:'''</span> If this box is activated, '''''Prodon''''' will display a window informing the user that there are online donations to import every X minutes (the [[ProDon:Table of Contents#Online donation module|" Online Donation Module "]] must be activated to be able to  see this box). A number of minutes can be set for each user.
| <span style="color: rgb(255, 0, 0);">'''L&nbsp;:'''</span> Cette option fera en sorte que les champs de fusion cochés dans la configuration des documents maîtres seront automatiquement insérés dans le document maître lors de la première ouverture du document.
+
 
|-
+
|<span style="color: rgb(255, 0, 0);">'''P:'''</span> Allows the codes for the campaigns, occasions, and activities to be displayed in the selection lists.  
|<span style="color: rgb(255, 0, 0);">'''M&nbsp;:'''</span> Permet de conserver la dernière période sélectionnée dans le haut à droit de l'analyse et historique des transactions, de sorte qu'elle reste sélectionnée à la prochaine ouverture de l'analyse et historique des transactions.
+
 
|<span style="color: rgb(255, 0, 0);">'''N&nbsp;:'''</span> Permet de faire clignoter la mention « Reçu annuel » lors de la saisie de transactions, s'il y a lieu.
 
|-
 
|<span style="color: rgb(255, 0, 0);">'''O&nbsp;:'''</span> Si cette case est activée, '''''ProDon''''' affichera une fenêtre informant s'il y a des dons en ligne à importer lors de chaque ouverture du logiciel (le module de dons en ligne doit être actif pour que cette case soit visible).
 
|<span style="color: rgb(255, 0, 0);">'''P :'''</span> Si cette case est activée, '''''ProDon''''' affichera une fenêtre informant s'il y a des dons en ligne à importer à chaque X minutes (le module de dons en ligne doit être actif pour que cette case soit visible). Le nombre de minutes peut être déterminé par chaque utilisateur.
 
|-
 
|<span style="color: rgb(255, 0, 0);">'''Q :'''</span> Permet d'afficher les codes de campagnes, occasions et activités dans les listes de sélections.
 
|
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Onglet « Options régionales »  ===
+
=== " Regional Options " Tab ===
  
'''NOTE : '''Cet onglet est visible dans les «&nbsp;Préférences utilisateur&nbsp;», seulement si l'option a été activée dans les «&nbsp;Préférences système&nbsp;», voir [[#PointA|«&nbsp;Options régionales&nbsp;» point <span style="color: rgb(255, 0, 0);">'''A'''</span>]] des «&nbsp;Préférences système&nbsp;».<br>  
+
'''NOTE: ''' This tab is only displayed in the " User Preferences " if the option has been activated in the " System Preferences ", see [[#PointA|" Regional Options " point <span style="color: rgb(255, 0, 0);">'''A'''</span>]] in the "&nbsp;System Preferences&nbsp;".<br>  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 004.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 004.png]]
 
|-
 
|-
 
| width="50%" |
 
| width="50%" |
<span style="color: rgb(255, 0, 0);">'''A :'''</span> Les onglets « Français » et « Anglais » permettent de configurer des formats différents pour chaque langue. Les formats déterminés ici seront utilisés dans les documents de '''''ProDon'''''.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> The " English " and " French " Tabs allow different formats for each language to be configured. These formats will be used in the '''''Prodon''''' documents.  
  
 
| width="50%" |
 
| width="50%" |
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Si l'option « Utiliser les options régionales de Windows » est cochée, '''''ProDon''''' utilisera les configurations par défaut de '''''Windows'''''. Si l'option « Utiliser une configuration personnalisée » est cochée, il sera possible de choisir les formats des dates et les formats monétaires.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If the option " Use the Regional options of Windows " is activated, '''''Prodon''''' will use the default configurations of '''''Windows'''''. If the option " Use a custom configuration " is checked, the user will be able to choose the money and date formats.  
 +
 
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Ces options permettent de configurer le format des dates. Le bouton [[Image:Bouton point interrogation.png]] permet de consulter la légende des formats de dates.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> These options allow the date format to be configured. The [[Image:Bouton point interrogation.png]] button allows the access to the format legend for the date.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Ces options permettent de configurer le format monétaire.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> These options allow the money format to be configured.
  
 
|-
 
|-
|  
+
| colspan="2" |
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Cette option permet de sélectionner le séparateur de liste désiré.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> This option allows the desired list separator to be selected.  
  
|
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Imprimantes &amp; autres options  ===
+
=== Printers and other options  ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 005.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 005.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de choisir les imprimantes à utiliser par défaut pour chacun de ces éléments : listes et rapports, reçus, factures et report d'un lot.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to choose the default printers to be used for each of the following elements: lists and reports, receipts, invoices, and batch report.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Cette section permet de configurer l'intégration des courriels à '''''ProDon'''''. Ces configurations sont habituellement effectuées par les techniciens de '''''Logilys'''''.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> This section allows the Email Integration for '''''Prodon'''''. These configurations are usually done by the '''''Logilys''''' technicians.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Cette section permet de configurer l'intégration de '''''ProDon''''' à '''''Excel''''' ou à un autre logiciel comparable à '''''Excel''''' pour l'exportation de données.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> This section allows the connection of '''''Prodon''''' to '''''Excel''''' or to another software similar to '''''Excel''''' in order to export data.  
 +
 
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Si cette option est activée, un double-clique dans un champ de type numéro de téléphone composera le numéro dans '''''Skype'''''.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> If this option is activated, the user only has to double-click in the phone number field type and the number will automatically be dialed into '''''Skype'''''.
 +
 
 +
'''NOTE:''' You must have a '''''Skype''''' subscription or credits for this option to work.  
  
 
|-
 
|-
|  
+
| colspan="2" |
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> En installant le complément, un bouton apparaîtra dans '''''Outlook''''', permettant d'enregistrer les courriels dans des tâches de '''''ProDon'''''.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> By installing this additionnal feature, an icon will appear in '''''Outlook''''' allowing the user to record the emails into tasks in '''''Prodon'''''.  
 
+
 
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Options des tâches<br>  ===
+
=== Task options<br>  ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 006.png|615x615px]]
+
| colspan="2" | [[File:Prodon5 Preferences 006.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de déterminer l'échéance qui s'inscrira par défaut lors de l'ajout d'une nouvelle tâche.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows a deadline to be determined by default when adding a new task.  
 +
 
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Si la case «&nbsp;Actif&nbsp;» est cochée, il sera possible d'ajouter une tâche rapidement en appuyant simplement sur les touches «&nbsp;Ctrl&nbsp;» + «&nbsp;Alt&nbsp;» + «&nbsp;T&nbsp;», à partir de n'importe quelle gestion de '''''ProDon'''''.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If the box " Active " is checked, it will be possible to quickly add a task by pressing the " Ctrl " + " Alt " + " T " keys from any management list in '''''Prodon'''''.
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Si cette option est activée, il sera possible de choisir combien de minutes avant l'échéance d'une tâche '''''ProDon''''' doit avertir.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> These two options are associated to reminders for tasks. It is possible to choose between the two choices, the default value that will be assigned when creating a new task. For more informations about these options, consult the " [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Reminder.22 Tab|Reminder Tab]] " section of the " [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] " document.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Si cette option est activée, il sera possible de choisir à quelle date et quelle heure précise '''''ProDon''''' doit avertir de l'échéance d'une tâche.
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the default delay for the repeat of the reminders to be set.  
 
 
|-
 
|
 
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de déterminer le délai de rappel par défaut.  
 
 
 
| <br>
 
 
|}
 
|}
  
<br>  
+
<br>
 
 
=== Feuilles de temps  ===
 
  
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
=== Time sheet  ===
 +
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 007.png|613x613px]]
+
| colspan="2" | [[File:Prodon5 Preferences 007.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'activer et de modifier les raccourcis d'accès aux feuilles de temps.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to activate and modify the access keyboard shorcuts to the time sheets.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d'activer différentes couleurs pour séparer les jours sur une feuille de temps.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to activate the colour change by day in a time sheet.  
  
 
|-
 
|-
 
|  
 
|  
 
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to configure the number of items created or edited for '''''Prodon''''' to remember.
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de conserver un historique des derniers éléments créé ou modifié.&nbsp;
 
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet la configuration des temps de pauses par défaut.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows a default break time to be configured.
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de demander à l'utilisateur d'ajouter les nouvelles pauses à un élément.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to ask the user to add a new break time to a item.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet d'ajouter un délai avant le début d'un second chronomètre suite à la fermeture d'un élément de la feuille de temps.'''&nbsp;'''
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the addition of a maximum delay time before beginning a second timer after ending an item on the time sheet.
  
 
|}
 
|}
  
<br>  
+
<br>
  
=== Questions et avertissements ===
+
=== Questions and warnings ===
 
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 008.png|639x639px]]
+
| colspan="2" | [[File:Prodon5 Preferences 008.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Les cases permettent d'activer ou de désactiver certaines questions et fenêtres d'avertissement dans le logiciel.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> These boxes allow for the activation or deactivation from some questions to be asked or warning windows to be viewed in '''''Prodon'''''.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Les liens en bleu permettent d'enregistrer une réponse préétablie pour les questions du logiciel. Pour modifier la réponse enregistrée, cliquer sur la question et sélectionner la réponse.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The links in blue allows the user to save a preset answer for the questions asked in '''''Prodon'''''. To edit the saved answer, click on the question and select the answer.  
  
 
|}
 
|}
Line 270: Line 247:
 
<br>
 
<br>
  
== Préférences système<br>  ==
+
== System Preferences<br>  ==
  
Les préférences système ne peuvent être modifiées que par le profil «&nbsp;Superviseur&nbsp;» de '''''ProDon'''''.&nbsp; Dans une version réseau, il est important de savoir que les changements apportés à ces préférences affecteront tous les utilisateurs de '''''ProDon'''''.<br>  
+
System preferences can only be edited by the " Supervisor " profile in '''''Prodon'''''. In the Network Version, please be advised that the changes done to these preferences will be applied to all of the users of '''''Prodon'''''.<br>  
  
=== Sécurité et langue<br>  ===
+
=== Security and languages<br>  ===
  
==== Version Standard  ====
+
==== Standard Version ====
 
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 027.png|584x584px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 009.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de demander un mot de passe pour ouvrir '''''ProDon'''''.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows for a password to be required when accessing '''''Prodon'''''.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de sélectionner le nombre de tentatives de connexion lors de l'oubli du mot de passe.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''.
 +
 
 +
|-
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows for a password to be required when opening a PDF document via '''''Prodon'''''.
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set the default language for '''''Prodon'''''.  
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Permet de demander un mot de passe lors de l'ouverture des documents PDF via '''''ProDon'''''.
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user the option to change the background color between '''''Prodon''''' (orange) or '''''Prolys''''' (purple).
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Permet de choisir la langue à utiliser pour le chargement de '''''ProDon'''''.
 
 
|}
 
|}
  
<br>
+
==== Network Version  ====
 
 
==== Version réseau ====
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 009.png|616x616px]]
+
| colspan="2" | [[File:Prodon5 Preferences 010.png|618x618px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d’activer la gestion de la sécurité (mot de passe et droits par usager).  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Activates security management per user (password and acesses).  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de se connecter à '''''ProDon''''' sans entrer de mot de passe.<br>  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to log into '''''Prodon''''' without entering a password. <br>'''''CAUTION:''''' The name of the user must be the same used at the opening of the '''''Windows''''' session.
 
+
'''ATTENTION&nbsp;:''' Le nom d’usager doit être le même que celui utilisé à l’ouverture de la session de '''''Windows'''''.  
 
 
 
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de gérer le type de session sur un terminal. Pour plus de détails, cliquer sur le bouton [[Image:Bouton point interrogation.png]].  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows for the session type on the workstation to be managed. For more information, click on the [[Image:Bouton point interrogation.png]] button.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de sélectionner le nombre de tentatives de connexion lors de l'oubli du mot de passe.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de déterminer la langue par défaut de '''''ProDon'''''.
 
 
|
 
|
 +
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to set the default language for '''''Prodon'''''.
 +
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the option to change the background color between '''''Prodon''''' (orange) or '''''Prolys''''' (purple).
 
|}
 
|}
  
<br>  
+
<br>
  
=== Options Régionales  ===
+
=== Regional Options ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 010.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 011.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''{{Anchor||PointA}}A&nbsp;:'''</span> Si cette case est cochée, chaque usager pourra configurer les options régionales différemment. Si la case n'est pas cochée, tous les usagers devront utiliser les paramètres définis ici.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> If this box is checked, each user will be able to configure their own regional options. If the box is not checked, all users will have to use the parameters defined here.  
 +
 
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Si la première option est cochée, le logiciel utilisera les configurations par défaut de '''''Windows'''''. Si la deuxième option est cochée, il sera possible de choisir des options personnalisées. 
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> The " French " tab allows for a different format to be used for the monetary and date formats if the french language is used for documents in '''''Prodon'''''.
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Ces options permettent de configurer le format des dates.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> If the first option is checked, the software will use the default options of '''''Windows'''''. If the second one is checked, the user will be able to customize these options.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Ces options permettent de configurer le format monétaire.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> These options allow the date format to be configured.  
 
 
 
|-
 
|-
|  
+
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> These options allow the money format to be configured.
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Le bouton [[Image:Bouton point interrogation.png]] permet de consulter la légende des formats de dates.  
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to choose the list seperator by default.
 
 
|  
 
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> L'onglet «&nbsp;English&nbsp;» permet de configurer différemment les formats monétaires et de dates si l'anglais est utilisé pour des documents dans '''''ProDon'''''.
 
 
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Client ===
+
=== Clients ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 011.png|916x916px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 012.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de définir les affichages et les champs du client.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to set the display and fields for the clients.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de définir le format du numéro de référence.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to set the format for the reference number.
 
+
|-
 +
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the label for the reference number field to be personnalised in the client files in English and in French.
 +
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the label for the comments field to be personnalised in a client file in English and in French.
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the selection of the field to be used to select a client.
 +
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the selection of the default language to be used when adding clients.
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows the selection of the tab of the client file where the Social Security Number will be displayed.
 +
|<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows you to activate the level of visibility for the clients.
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows you to choose a company as main contact or contact for receipts for another company.
 +
|<span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows you to choose an individual as main contact or contact for receipts for another individual.
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de définir l'emplacement des dossiers clients.
+
<span style="color: rgb(255, 0, 0);">'''K:'''</span> Allows you to choose a company as main contact or contact for receipts for an individual
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de définir l'emplacement des dossiers clients sécurisés.  
+
<span style="color: rgb(255, 0, 0);">'''L:'''</span> Allows you to select which email to choose for the companys and individuals when the auto-completion of the client's information on a web form is done.
  
|-
+
|}
|
+
 
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de modifier le libellé pour le champ numéro de référence dans une fiche client en français et en anglais.
+
<br>
  
|
+
=== Addresses  ===
<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet de modifier le libellé pour le champ commentaires dans une fiche client en français et en anglais.
 
  
 +
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
|  
+
| colspan="2" | [[File:Prodon5 Preferences 013.png]]
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Permet de sélectionner le champ à utiliser pour la sélection d'un client.
 
 
 
|  
 
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Permet de sélectionner la langue par défaut pour l'ajout de clients.  
 
 
 
 
|-
 
|-
|  
+
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Permet de sélectionner l'onglet de la fiche client ou apparaîtra le numéro de sécurité sociale.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to manage some address options.  
  
|  
+
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''J&nbsp;:'''</span> Permet de sélectionner le courriel prioritaire pour les compagnies.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to define if the address is in uppercase or in lowercase.
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''K&nbsp;:'''</span> Permet de sélectionner le courriel prioritaire pour les individus.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to define the order of the address fields that will appear in the client file.  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''&nbsp;'''</span>  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to define the region that will be displayed in the client file.
  
 
|}
 
|}
  
 
<br>
 
<br>
=== Adresses  ===
 
  
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
=== Means of communication  ===
 +
 
 +
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 012.png|684x684px]]<br>
+
| colspan="2" |[[File:Prodon5 Preferences 014.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de gérer certaines options d'adresse.<br>
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows to validate the means of communication.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de définir la casse pour les adresses.<br>
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the activation of the use of a reference number for a means of communication.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de choisir l'ordre des champs d'adresse apparaissant dans la fiche du client.<br>  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows to include the inactive means of communication when verifying a unique reference number.
 +
 
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to transfer the reference number to the new means of communication when changing a means of communication.
  
 +
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de sélectionner les régions qui seront affichées dans la fiche du client.<br>
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Takes the current date as the start date for a new means of communication.  
  
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to select the email's automatic selection when doing mass mailings for companies and individuals.
 +
|-
 +
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to select the order for the automatic selection for the preferred means of communication for the companies and individuals. These options are for these means of communications:
 +
# Telephones
 +
# Emails
 +
# Websites
 +
'''NOTE:''' Use the scroll bar at the right side of the window, to determine the order for the automatic selection for the emails and websites.
 
|}
 
|}
  
<br>
+
=== Duplicates ===
 
 
=== Doublons ===
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:ProDon5 Préférences 013.png|609x609px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 015.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet la vérification de doublon potentiel lors de la création de nouvelles fiches clients.<br>
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the detection of potential duplicates when  creating a new client file.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de définir les critères de recherche de doublons.<br>
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the search criteria for duplicates to be defined.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de choisir le mode de détection de doublon lié à l’importation de clients. Cette option est relié au  [[ProDon:Module engagement|«]][[ProDon:Module d'importation clients|module d'importation]][[ProDon:Module engagement|»]].<br>
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the user to choose the detection method for duplicates when importing client files. This option is only available with the [[ProDon:Importation_Modules|"]] [[ProDon:Importation_Modules|Importation Modules]] ".
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de choisir le nombre de caractères sur lesquelles '''''ProDon''''' doit se baser pour rechercher les doublons.<br>
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to choose how many characters '''''Prodon''''' will use to search for duplicates.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de sélectionner par quel champ '''''ProDon''''' va faire la détection de transactions semblables.<br>
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user to choose the order of sorting the clients when merging duplicates.  
  
 
|  
 
|  
'''NOTE&nbsp;:''' Pour la recherche et l'élimination de doublons potentiels dans la base de données, consulter [[ProDon:Recherche et élimination de doublons|cette procédure]].<br>
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the selection of which fields '''''Prodon''''' will use to detect the identical transactions.
 
+
|-
 +
| colspan="2" |'''NOTE:''' For the search and the deletion of potential duplicates in the database, go to [[ProDon:Searching_and_Eliminating_Duplicates|this procedure]].
 
|}
 
|}
  
Line 458: Line 450:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 014.png|608x608px]]
+
| colspan="2" | [[File:Prodon5 Preferences 016.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'inscrire par défaut le solliciteur du client lors de l'ajout d'une transaction.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the client's canvasser to be added by default when adding a transaction.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d'afficher le numéro du prochain lot qui sera généré à partir de la gestion des transactions.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows for the next batch number to be generated to be displayed in the transaction management grid.  
 +
 
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''C :'''</span> Permet de générer le fichier de transactions électroniques pendant le report du lot.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the electronic transaction file to be generated while transferring the batch.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''D :'''</span> Permet d'afficher un avertissement lorsque la date est supérieure ou inférieure aux paramètres sélectionnés.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows a warning to be displayed when the date is earlier or later than the selected parameters.  
 
|-
 
|-
| width="50%" |  
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user to choose the order of the default values for the transaction characteristics.
<span style="color: rgb(255, 0, 0);">'''E :'''</span> Il s'agit de l'emplacement où seront enregistrés les documents joints aux transactions.  
+
|}
 +
 
 +
<br>
  
| width="50%" |
+
=== Commitments  ===
<span style="color: rgb(255, 0, 0);">'''F :'''</span> Permet de mettre dans l'ordre désiré les valeurs par défaut des caractéristiques de type transactions.
 
  
|}
+
'''NOTE: ''' This tab is only visible and these options are only editable if the [[ProDon:Table of Contents#Commitments module|"&nbsp;Commitments Module&nbsp;"]] is activated in the database.
  
<br>
 
=== Dépenses  ===
 
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 015.png|580x580px]]
+
| colspan="2" | [[File:Prodon5 Preferences 017.png]]
 +
|-
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the box " End when the objective is reached " to automatically be checked when the user adds a planned commitment.
 +
 
 +
|<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the box " End when the objective is reached " to automatically be checked when adding a recurrent commitment.
 
|-
 
|-
| colspan="2" |  
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the creation of recurrent commitments with instalments equal to $0.00.
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de modifier le pourcentage des taxes relié aux dépenses qui seront saisies.  
 
 
|}
 
|}
<br>  
+
<br>
  
 +
=== Tasks  ===
  
 +
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 +
|-
 +
| colspan="2" | [[File:Prodon5 Preferences 025.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the task subject to be displayed in " drop-down list " format.
  
=== Engagement  ===
+
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows tasks to be gathered in a family type concept.
  
'''NOTE: '''Cet onglet est visible et les options sont modifiables que si le [[ProDon:Module engagement|«&nbsp;Module engagements&nbsp;»]] est actif dans la base de données.
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
| colspan="2" | [[Fichier:Prodon5 Préférences 016.png|614x614px]]
 
|-
 
|
 
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Il s'agit de l'emplacement où seront enregistrés les documents joints aux engagements.
 
|<span style="color: rgb(255, 0, 0);">'''B :'''</span> Permet de cocher automatiquement la case «Terminer lorsque l'objectif est atteint» pendant un ajout par objectif.
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Permet de cocher automatiquement la case «Terminer lorsque l'objectif est atteint» pendant un ajout automatique.
+
| colspan="2" |
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Permet l'ajout d'engagement avec des montants de versements à 0.00$.
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows periodic tasks to be seen in advance.  
 
|}
 
|}
<br>
 
  
=== Feuilles de temps ===
+
=== Time Sheets ===
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 017.png|587x587px]]
+
| colspan="2" | [[File:Prodon5 Preferences 018.png]]
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de sélectionner la journée qui débute une semaine.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the day on which the week starts.  
|<span style="color: rgb(255, 0, 0);">'''B :'''</span> Permet de sélectionner la journée que prend fin une semaine.
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the selection of the day on which a week ends.
 +
 
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C :'''</span> Permet de spécifier le premier jour de travail.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the first day of work to be specified.
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Permet d'afficher la banque d'heure.
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the rounding of the time bank to be displayed.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''E :'''</span> Affiche les détails des heures supplémentaires.
+
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the factor used to calculate the overtime to be displayed.
|
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to display scheduling conflicts in red.
 +
|-
 +
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to suggest a start time when adding an item.
 
|}
 
|}
  
 
+
=== Greetings ===
 
 
 
 
=== Salutations ===
 
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 018.png|583x583px]]
+
| colspan="2" | [[File:Prodon5 Preferences 019.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de modifier le résultat des champs de fusion «&nbsp;Salutation longue&nbsp;» et «&nbsp;Salutation courte&nbsp;» pour une compagnie.<br>
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a company.
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de modifier le résultat des champs de fusion « Salutation longue » et «Salutation courte » pour un individu.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for an individual.
 +
 
 +
|-
 +
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a couple.
 +
 
 +
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a relation between two individuals.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Permet de modifier le résultat des champs de fusion « Salutation longue » et « Salutation courte »  pour un couple.
+
| colspan="2" |'''NOTE:''' The drop-down lists at the right allow the desired fields to be sent to the fields on the left. Select the fields one by one to add them into the left section.
|'''NOTE :''' Les listes déroulantes de droite permettent de choisir les champs désirés afin de les envoyer dans le champ de gauche. Il suffit de les sélectionner un à un pour que les champs s'ajoutent dans la section de gauche.
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Rapports ===
+
=== Reports ===
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 019.png|615x615px]]
+
| colspan="2" | [[File:Prodon5 Preferences 020.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'afficher les champs personnalisés désirés sur les rapports de type «Transactions d'un lot».  
+
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows the desired custom fields to be displayed in the " Batch Transactions " type reports.
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d'afficher les caractéristiques désirées sur les rapports de type «Transactions d'un lot».  
+
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows the desired characteristics to be displayed in the " Batch Transactions " type reports.
 
|}
 
|}
  
 
<br>
 
<br>
  
 
+
=== Display ===
=== Affichage ===
 
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 020.png|587x587px]]
+
| colspan="2" | [[File:Prodon5 Preferences 021.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Affiche le contact sur les documents et reçus si le client est une compagnie.
+
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows the user to decide which contact and adress information will be displayed in the entry window of a transaction or commitment.
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Affiche le contact sur les documents et reçus si le client est un tiers. 
+
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> When this box is checked it allows the " Third-party " section to be displayed.  
|-
 
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Affiche le contact sur les documents et reçus si le client lié 1 est une compagnie.
 
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Affiche le contact sur les documents et reçus si le client lié 2 est une compagnie.
 
|-
 
|<span style="color: rgb(255, 0, 0);">''' E :'''</span> Affiche le contact sur les documents et reçus si le solliciteur est une compagnie.
 
|<span style="color: rgb(255, 0, 0);">'''F :'''</span> Permet d'afficher la section «tiers».
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== PubliCourriel / Reçus électroniques ===
+
=== E-mail Blast / eReceipts ===
  
'''NOTE: '''Cet onglet est visible et les options sont modifiables que si le [[ProDon:Préparation du document maître|module PubliCourriel]] est actif.  
+
'''NOTE: '''This tab is only visible and the options are only editable if the [[ProDon:Table of Contents#E-mail blast module|" E-mail Blast module " or " eReceipts "]] module is active.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 021.png|649x649px]]
+
| colspan="2" | [[File:Prodon5 Preferences 022.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'activer le module PubliCourriel.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the [[ProDon:Table of Contents#E-mail blast module|" E-mail Blast / eReceipts Modules "]] to be activated.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Ces options sont des configurations techniques assumées par '''''Logilys'''''.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> These options are technical configurations assumed by '''''Logilys'''''.
 
 
 
|-
 
|-
|  
+
|<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the time to be set before calling the delay expiration for the synchronization of lists.
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de définir les compte administrateur. Cette option est également une configuration assumée par '''''Logilys'''''.  
+
|<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the size of the email batches to be set for the synchronization of lists.
 
 
|  
 
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet de définir le compte de consultation des statistiques. Cette option est également une configuration assumée par '''''Logilys'''''.  
 
 
 
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de déterminer le temps avant l’appel d’une expiration de délais pour une synchronisation de listes.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the definition of the administrator accounts. Again, this option is a configuration assumed by '''''Logilys'''''. 
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''F :'''</span> Permet de déterminer la taille des lots de courriel lors de la synchronisation de listes.  
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the definition of the Statistics view account and the eReceipt account. Again, this option is a configuration assumed by '''''Logilys'''''.  
 
 
 
|}
 
|}
  
 
<br>
 
<br>
  
=== Autre ===
+
=== Other ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 022.png|851x851px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 023.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de désactiver, à l'ouverture de '''''ProDon''''', le message d’avertissement suggérant fortement de faire une sauvegarde de données si la dernière sauvegarde date de plus de 7 jours.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to deactivate the warning strongly suggesting to do a backup at the opening of '''''Prodon,''''' if the last one dates back to more than 7 days.  
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet d’ajuster l’écran, si l'écran utilisé pour effectuer le travail n'a pas une bonne résolution.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the screen to be adjusted if the resolution is not the right one when opening up '''''Prodon'''''.  
  
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Oblige la validation des lignes dans le module d'importation.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Forces the validation of the warnings in the " Importation Module ".  
  
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher les remarques en lien avec les doublons réels dans le module d'importation.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the remarks linked with real duplicates to be displayed in the Importation module.
 +
 +
|-
 +
|
 +
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to not mark the line as in error if the following required fields are not documented in the importation module: client's reference number, sector of activity, characteristics and custom fields.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the activation of the accounting project concept.  
  
 
|-
 
|-
|  
+
|<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to change the print format of the reports from letter format to A4 format.
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de ne pas mettre la ligne en erreur si les champs obligatoires numéro de référence du client, secteur d'activité, caractéristiques et champs personnalisés ne sont pas documentés à partir du module d'importation.
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''H:'''</span> Activates the GL groups option.  
  
| <span style="color: rgb(255, 0, 0);">'''F :'''</span> Permet l'activation de la gestion des projets comptables.
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''G :'''</span> Permet de changer le format lettre des rapports en format A4.  
+
|<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows the user to select the relation type contact information used to send emails.
|<span style="color: rgb(255, 0, 0);">'''H :'''</span> Permet de sélectionner la liste des relations utilisées pour les envois courriels.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the configuration of not displaying the warnings if they have been displayed in the last X minutes.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''I :'''</span> Configuration permettant l'utilisation des envois courriels via le programme Outlook.  
+
|<span style="color: rgb(255, 0, 0);">'''K:'''</span> Allows to highlight in red the values not found in the dynamic drop-down lists in the importation module.  
|<span style="color: rgb(255, 0, 0);">'''J :'''</span> Permet de configurer l'affichage des alertes.  
+
|<span style="color: rgb(255, 0, 0);">'''L:'''</span> Allows the user to select how many numbers is to be used for the receipts.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''K :'''</span> Permet d'ajuster le nombre de chiffres compris dans le numéro de reçu.  
+
|<span style="color: rgb(255, 0, 0);">'''M:'''</span> Displays the question to postpone the next instalment date when deleting a transaction linked with a commitment.  
|<span style="color: rgb(255, 0, 0);">'''L :'''</span> Afficher la question pour reculer la date du prochain versement lors de la suppression d'une transaction en lien avec un engagement.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> Activates the encryption of the bank account numbers.
 +
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''M :'''</span> Permet l'affichage des numéros de compte de banque.  
+
|<span style="color: rgb(255, 0, 0);">'''O:'''</span> Allows the bank information to be displayed in the commitment management grid.  
|<span style="color: rgb(255, 0, 0);">'''N :'''</span> Permet d'afficher les informations bancaires dans la grille de gestion des engagements.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''P:'''</span> Activates messages and warnings in the receipts and documents to be issued grids.
 +
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''O :'''</span> Permet d'utiliser les alertes et messages à partir de la gestion des reçus et des documents à émettre.  
+
|<span style="color: rgb(255, 0, 0);">'''Q:'''</span> Allows the identification of the third-party's client canvasser if the client has no canvasser.  
|<span style="color: rgb(255, 0, 0);">'''P :'''</span> Permet d'identifier le solliciteur d'un client tiers si le client n'a pas de solliciteur relié.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''R:'''</span> Activates the notion of a transaction form.  
 +
 
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''Q :'''</span> Permet d'afficher différentes formes de transactions.  
+
|<span style="color: rgb(255, 0, 0);">'''S:'''</span> Activates the notion of a transaction nature.  
|<span style="color: rgb(255, 0, 0);">'''R :'''</span> Permet d'afficher la nature de la transaction.  
+
 
 +
|<span style="color: rgb(255, 0, 0);">'''T:'''</span> Sorts transactions and commitments per contact in the advanced analysis.
 
|-
 
|-
|<span style="color: rgb(255, 0, 0);">'''S :'''</span> Permet de séparer les transactions et engagements par contacts.
+
| colspan="2" |<span style="color: rgb(255, 0, 0);">'''U:'''</span> Uses the language of the contact of the person to contact when generating the " Gifts in memory of " reports.
|<span style="color: rgb(255, 0, 0);">'''T :'''</span> Permet de gérer les comptes de Grand Livre en groupe.  
 
 
|}
 
|}
  
<br>  
+
<br>
  
 
=== Performances  ===
 
=== Performances  ===
Line 666: Line 667:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 023.png|580x580px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 024.png]]
 
|-
 
|-
 
|  
 
|  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de déterminer le nombre de lignes affichées dans les différentes gestions.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to determine how many lines can be displayed in each management grids.  
|<span style="color: rgb(255, 0, 0);">'''B :'''</span> Permet de déterminer le nombre de lignes affichées dans les différentes gestions n'apparaissant pas plus haut.
 
|-
 
| colspan="2" |'''NOTE :''' Plus il y a de lignes affichées, plus le logiciel a besoin d'un serveur performant.
 
|}
 
  
<br>
+
|<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to determine how many lines can be displayed in the managements grids that are not listed above.
 
 
=== Tâches  ===
 
 
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 024.png|580x580px]]<br>
+
| colspan="2" |'''NOTE:''' The more lines that are displayed, the more the software will need a powerful server.  
|-
 
| width="50%" |
 
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'afficher l'objets des tâches en format «Liste déroulante».  
 
  
| width="50%" |
+
|}
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de regrouper les tâches par type de famille.
 
  
|-
+
<br>  
|
 
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet de voir les tâches en avance.
 
  
|
+
<br>
|}
 
  
<br>
 
 
=== Documents  ===
 
=== Documents  ===
  
Lorsque des reçus ou des documents (ex.&nbsp;: lettres de remerciements) sont générée, il est possible de spécifier l'ordre dans lequel ils ouvriront afin que les documents soient tous imprimés dans un ordre précis. Ainsi, si, par exemple une série de reçus '''et''' une série de lettres de remerciements doivent être imprimés, les deux piles de documents seront dans le même ordre.<br>
+
When receipts or documents (e.g.: Thank-you letters) are generated, it is now possible to specify in which order they will be opened for the purpose of having them printed in a precise order. Thus, if, for example a receipt series and a document series must be printed, both categories of documents will be printed in the same order.
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 025.png|608x608px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 026.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Génère les documents dans une ordre préétabli.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to generate documents in a preset order.
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Permet de définir le numéro de départ pour les factures.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the setting of the next invoice number.
  
'''NOTE :''' Ce champ est disponible seulement si le [[ProDon:Module facturation|module facturation]] est activé dans la base de données.  
+
'''NOTE :''' This field is only available if the " [[ProDon:Invoicing Module|Invoicing module]] " is activated in the database.  
  
 
|}
 
|}
  
<br>  
+
<br>
  
=== Envois ===
+
=== Mailings ===
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
| colspan="2" | [[Fichier:Prodon5 Préférences 026.png|584x584px]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 027.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de configurer les réponses par défaut pour l’historique des envois.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the configuration of the default responses for Mailing history.
  
 
| width="50%" |  
 
| width="50%" |  
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Si cette option est cochée, l'occasion et l'activité sélectionnées dans le dernier envoi documenté dans le dossier du client s'inscriront automatiquement lors de l'entrée d'une nouvelle transaction.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> If this option is checked, the selected occasion and activity used in the last mailing for the client (latest mailing date) will be displayed when entering new transactions.  
  
 
|-
 
|-
|  
+
|
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Ces options sont disponibles seulement si l'option en <span style="color: rgb(255, 0, 0);">'''B'''</span> est cochée et permettent de rechercher un envoi par «&nbsp;Réponse&nbsp;». Par exemple, je veux que lors de la prochaine entrée d'une transaction, l'occasion et l'activité du dernier envoi ayant la réponse «&nbsp;Paiement en attente&nbsp;» s'inscrivent automatiquement.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> These options are only available if the option in <span style="color: rgb(255, 0, 0);">'''B'''</span> is checked and allows to search a mailing by "&nbsp;Responses&nbsp;". For example, you want the occasion and activity of the last mailing that has " Payment in waiting " to be automatically entered when you are entering the next transaction.  
  
 
|  
 
|  
'''NOTE&nbsp;:''' Pour plus d'informations concernant l'historique d'envois, [[ProDon:Historique d'envois|cliquer ici]].  
+
'''NOTE&nbsp;:''' For more information about Mailing History, [[ProDon:Mailing History|click here]].
  
 
|}
 
|}
  
{{BasPage_ProDon_Version|5.0.2.11}}
+
{{Footer_ProDon_Version|5.0.5}}

Latest revision as of 13:22, 26 July 2018

Preferences


CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.

Introduction

The preferences tab allows the user to customize the general configuration settings in the software. For example, the activation/deactivation of some fields or options in the software, the configuration of the format or the setting for the layout of some fields.

There are 2 types of preferences: system preferences and user preferences.

Access to preferences

To configure the preferences from the main page of the software, click on the " Configuration " menu, then select " Prodon5 Preferences Button.png Preferences ".

Prodon5 Preferences 001.png

User preferences

The user preferences can be customized by any user. The changes done in this section will only be applied to the current user profile.

NOTE : If some users are not able to edit their user preferences, it is because they do not have the necessary accesses. To get the access needed go to the " User Management " page to give the users the rights to customize their preferences.


" Shortcut Bar " tab

The " Shortcut Bar " tab allows the shortcut bar to be modified by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing the users to access different management grids or sections of the software in a single click.

Prodon5 Preferences 002.png

A: Allows the button size to be chosen on the Shortcut bar (small or large).

B: Allows the text to be displayed under the buttons of the Shortcut Bar.

C: Allows the task summary section to be displayed at the right end of the Shortcut Bar.

D: Allows the task Button to be displayed in the task summary section at the right end of the Shortcut Bar.

NOTE: The box C must be checked for this option to be activated.

E: To activate the search bar, click on the blue bar on top of the " Available Button " section (see F) and the " Selected Buttons " section (see G). It will help in finding a specific button faster. F: This is the list of all the available buttons in the software. To add a button to the Shortcut Bar, use this arrow button Button right arrow long.png see H.

G: This is the list of the buttons actually displayed in the Shortcut Bar. To remove a button from this list, use this arrow button Button left arrow long.png see H.

H: The Button right arrow long.png and Button left arrow long.png arrow buttons allow the addition or removal of buttons from the Shortcut Bar.

I: The Button Arrow down.png and Button Arrow up.png arrow buttons allow the user to customize the display order of the buttons in the Shortcut Bar.


" Options " Tab

Prodon5 Preferences 003.png

A: Allows a user to choose the display language of the software.

B: Allows the user the option to change the background color between Prodon (orange) or Prolys (purple).

C: When searching, if the option " When the button is clicked " is selected, click on the button " Search " of the Search Bar or press the " Enter " key on the keyboard to start the search once the search criteria is specified. Also, a delay can be selected to automatically launch the search when the time criteria is complete. D: Allows the user the choice of selecting when the Web Section of the main page will be refreshed. For example, the user can choose if the refresh type will be done as soon as Logilys modifies something, when the user starts up the software, or to not display (not recommended).

E: Allows the user to choose the language in which the Web section of the main page will be displayed.

F: Allows for the customization of the path to the temporary folder. This configuration is usually done by the technicians at Logilys.

G: Allows the user to choose which of the available shortcuts are to be created in the Start menu. The shortcuts available are: Prodon, the Support Center, the backup software, the web update software, the Wiki documentation, and the Logilys web site.

H: Prodon automatically keeps a history of the last item visited. This option allows the users to choose how many items they want to keep in their history.

I: Allows a window to open up which contains address fields (number, type of road, road name, point of call, etc.) to help users to use a consistent template for their client files.

J: Allows the minimization of Prodon and places it in the notification zone of Windows at the bottom right of the screen.
K: Allows to automatically open the scan file for additionnal 2D bar codes. L: This option will allow you to automatically add the selected merge fields to be inserted in a new Master Documents when it opens for the first time.
M: Allows the last filtered period to be automatically selected at the top right corner of the Analysis and history of transactions grid when opening it again. N: If this box is activated, Prodon will display a window informing the user that there are online donations to import at each opening of the software (the " Online Donation Module " must be activated to be able to see this box).
O: If this box is activated, Prodon will display a window informing the user that there are online donations to import every X minutes (the " Online Donation Module " must be activated to be able to see this box). A number of minutes can be set for each user. P: Allows the codes for the campaigns, occasions, and activities to be displayed in the selection lists.


" Regional Options " Tab

NOTE: This tab is only displayed in the " User Preferences " if the option has been activated in the " System Preferences ", see " Regional Options " point A in the " System Preferences ".

Prodon5 Preferences 004.png

A: The " English " and " French " Tabs allow different formats for each language to be configured. These formats will be used in the Prodon documents.

B: If the option " Use the Regional options of Windows " is activated, Prodon will use the default configurations of Windows. If the option " Use a custom configuration " is checked, the user will be able to choose the money and date formats.

C: These options allow the date format to be configured. The Bouton point interrogation.png button allows the access to the format legend for the date.

D: These options allow the money format to be configured.

E: This option allows the desired list separator to be selected.


Printers and other options

Prodon5 Preferences 005.png

A: Allows the user to choose the default printers to be used for each of the following elements: lists and reports, receipts, invoices, and batch report.

B: This section allows the Email Integration for Prodon. These configurations are usually done by the Logilys technicians.

C: This section allows the connection of Prodon to Excel or to another software similar to Excel in order to export data.


D: If this option is activated, the user only has to double-click in the phone number field type and the number will automatically be dialed into Skype.

NOTE: You must have a Skype subscription or credits for this option to work.

E: By installing this additionnal feature, an icon will appear in Outlook allowing the user to record the emails into tasks in Prodon.


Task options

Prodon5 Preferences 006.png

A: Allows a deadline to be determined by default when adding a new task.


B: If the box " Active " is checked, it will be possible to quickly add a task by pressing the " Ctrl " + " Alt " + " T " keys from any management list in Prodon.

C: These two options are associated to reminders for tasks. It is possible to choose between the two choices, the default value that will be assigned when creating a new task. For more informations about these options, consult the " Reminder Tab " section of the " Task and History Management " document.

D: Allows the default delay for the repeat of the reminders to be set.


Time sheet

Prodon5 Preferences 007.png

A: Allows the user to activate and modify the access keyboard shorcuts to the time sheets.

B: Allows the user to activate the colour change by day in a time sheet.

C: Allows the user to configure the number of items created or edited for Prodon to remember.

D: Allows a default break time to be configured.

E: Allows to ask the user to add a new break time to a item.

F: Allows the addition of a maximum delay time before beginning a second timer after ending an item on the time sheet.


Questions and warnings

Prodon5 Preferences 008.png

A: These boxes allow for the activation or deactivation from some questions to be asked or warning windows to be viewed in Prodon.

B: The links in blue allows the user to save a preset answer for the questions asked in Prodon. To edit the saved answer, click on the question and select the answer.


System Preferences

System preferences can only be edited by the " Supervisor " profile in Prodon. In the Network Version, please be advised that the changes done to these preferences will be applied to all of the users of Prodon.

Security and languages

Standard Version

Prodon5 Preferences 009.png

A: Allows for a password to be required when accessing Prodon.

B: Allows to set a maximum number of attemps to connect to Prodon.

C: Allows for a password to be required when opening a PDF document via Prodon.

D: Allows to set the default language for Prodon.

E: Allows the user the option to change the background color between Prodon (orange) or Prolys (purple).

Network Version

Prodon5 Preferences 010.png

A: Activates security management per user (password and acesses).

B: Allows the user to log into Prodon without entering a password.
CAUTION: The name of the user must be the same used at the opening of the Windows session.

C: Allows for the session type on the workstation to be managed. For more information, click on the Bouton point interrogation.png button.

D: Allows to set a maximum number of attemps to connect to Prodon.

E: Allows to set the default language for Prodon.

F: Allows the option to change the background color between Prodon (orange) or Prolys (purple).


Regional Options

Prodon5 Preferences 011.png

A: If this box is checked, each user will be able to configure their own regional options. If the box is not checked, all users will have to use the parameters defined here.


B: The " French " tab allows for a different format to be used for the monetary and date formats if the french language is used for documents in Prodon.

C: If the first option is checked, the software will use the default options of Windows. If the second one is checked, the user will be able to customize these options.

D: These options allow the date format to be configured.

E: These options allow the money format to be configured. F: Allows to choose the list seperator by default.


Clients

Prodon5 Preferences 012.png

A: Allows you to set the display and fields for the clients.

B: Allows you to set the format for the reference number.

C: Allows the label for the reference number field to be personnalised in the client files in English and in French. D: Allows the label for the comments field to be personnalised in a client file in English and in French.
E: Allows the selection of the field to be used to select a client. F: Allows the selection of the default language to be used when adding clients.
G: Allows the selection of the tab of the client file where the Social Security Number will be displayed. H: Allows you to activate the level of visibility for the clients.
I: Allows you to choose a company as main contact or contact for receipts for another company. J: Allows you to choose an individual as main contact or contact for receipts for another individual.

K: Allows you to choose a company as main contact or contact for receipts for an individual

L: Allows you to select which email to choose for the companys and individuals when the auto-completion of the client's information on a web form is done.


Addresses

Prodon5 Preferences 013.png

A: Allows the user to manage some address options.

B: Allows the user to define if the address is in uppercase or in lowercase.

C: Allows the user to define the order of the address fields that will appear in the client file.

D: Allows the user to define the region that will be displayed in the client file.


Means of communication

Prodon5 Preferences 014.png

A: Allows to validate the means of communication.

B: Allows the activation of the use of a reference number for a means of communication.

C: Allows to include the inactive means of communication when verifying a unique reference number.

D: Allows to transfer the reference number to the new means of communication when changing a means of communication.

E: Takes the current date as the start date for a new means of communication.

F: Allows to select the email's automatic selection when doing mass mailings for companies and individuals.

G: Allows to select the order for the automatic selection for the preferred means of communication for the companies and individuals. These options are for these means of communications:
  1. Telephones
  2. Emails
  3. Websites

NOTE: Use the scroll bar at the right side of the window, to determine the order for the automatic selection for the emails and websites.

Duplicates

Prodon5 Preferences 015.png

A: Allows the detection of potential duplicates when creating a new client file.

B: Allows the search criteria for duplicates to be defined.

C: Allows the user to choose the detection method for duplicates when importing client files. This option is only available with the " Importation Modules ".

D: Allows the user to choose how many characters Prodon will use to search for duplicates.

E: Allows the user to choose the order of sorting the clients when merging duplicates.

F: Allows the selection of which fields Prodon will use to detect the identical transactions.

NOTE: For the search and the deletion of potential duplicates in the database, go to this procedure.


Transactions

Prodon5 Preferences 016.png

A: Allows the client's canvasser to be added by default when adding a transaction.

B: Allows for the next batch number to be generated to be displayed in the transaction management grid.

C: Allows the electronic transaction file to be generated while transferring the batch.

D: Allows a warning to be displayed when the date is earlier or later than the selected parameters.

E: Allows the user to choose the order of the default values for the transaction characteristics.


Commitments

NOTE: This tab is only visible and these options are only editable if the " Commitments Module " is activated in the database.

Prodon5 Preferences 017.png

A: Allows the box " End when the objective is reached " to automatically be checked when the user adds a planned commitment.

B: Allows the box " End when the objective is reached " to automatically be checked when adding a recurrent commitment.
C: Allows the creation of recurrent commitments with instalments equal to $0.00.


Tasks

Prodon5 Preferences 025.png

A: Allows the task subject to be displayed in " drop-down list " format.

B: Allows tasks to be gathered in a family type concept.

C: Allows periodic tasks to be seen in advance.

Time Sheets

Prodon5 Preferences 018.png

A: Allows the selection of the day on which the week starts.

B: Allows the selection of the day on which a week ends.

C: Allows the first day of work to be specified.

D: Allows the rounding of the time bank to be displayed.
E: Allows the factor used to calculate the overtime to be displayed. F: Allows to display scheduling conflicts in red.
G: Allows to suggest a start time when adding an item.

Greetings

Prodon5 Preferences 019.png

A: Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a company.

B: Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for an individual.

C: Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a couple. D: Allows the results of merge fields " Long Greeting " and " Short Greeting " to be edited for a relation between two individuals.
NOTE: The drop-down lists at the right allow the desired fields to be sent to the fields on the left. Select the fields one by one to add them into the left section.


Reports

Prodon5 Preferences 020.png

A : Allows the desired custom fields to be displayed in the " Batch Transactions " type reports.

B : Allows the desired characteristics to be displayed in the " Batch Transactions " type reports.


Display

Prodon5 Preferences 021.png

A : Allows the user to decide which contact and adress information will be displayed in the entry window of a transaction or commitment.

B : When this box is checked it allows the " Third-party " section to be displayed.


E-mail Blast / eReceipts

NOTE: This tab is only visible and the options are only editable if the " E-mail Blast module " or " eReceipts " module is active.

Prodon5 Preferences 022.png

A: Allows the " E-mail Blast / eReceipts Modules " to be activated.

B: These options are technical configurations assumed by Logilys.

C: Allows the time to be set before calling the delay expiration for the synchronization of lists. D: Allows the size of the email batches to be set for the synchronization of lists.

E: Allows the definition of the administrator accounts. Again, this option is a configuration assumed by Logilys.

F: Allows the definition of the Statistics view account and the eReceipt account. Again, this option is a configuration assumed by Logilys.


Other

Prodon5 Preferences 023.png

A: Allows the user to deactivate the warning strongly suggesting to do a backup at the opening of Prodon, if the last one dates back to more than 7 days.

B: Allows the screen to be adjusted if the resolution is not the right one when opening up Prodon.

C: Forces the validation of the warnings in the " Importation Module ".

D: Allows the remarks linked with real duplicates to be displayed in the Importation module.

E: Allows to not mark the line as in error if the following required fields are not documented in the importation module: client's reference number, sector of activity, characteristics and custom fields.

F: Allows the activation of the accounting project concept.
G: Allows to change the print format of the reports from letter format to A4 format. H: Activates the GL groups option.
I: Allows the user to select the relation type contact information used to send emails. J: Allows the configuration of not displaying the warnings if they have been displayed in the last X minutes.
K: Allows to highlight in red the values not found in the dynamic drop-down lists in the importation module. L: Allows the user to select how many numbers is to be used for the receipts.
M: Displays the question to postpone the next instalment date when deleting a transaction linked with a commitment. N: Activates the encryption of the bank account numbers.
O: Allows the bank information to be displayed in the commitment management grid. P: Activates messages and warnings in the receipts and documents to be issued grids.
Q: Allows the identification of the third-party's client canvasser if the client has no canvasser. R: Activates the notion of a transaction form.
S: Activates the notion of a transaction nature. T: Sorts transactions and commitments per contact in the advanced analysis.
U: Uses the language of the contact of the person to contact when generating the " Gifts in memory of " reports.


Performances

Prodon5 Preferences 024.png

A: Allows the user to determine how many lines can be displayed in each management grids.

B: Allows the user to determine how many lines can be displayed in the managements grids that are not listed above.
NOTE: The more lines that are displayed, the more the software will need a powerful server.



Documents

When receipts or documents (e.g.: Thank-you letters) are generated, it is now possible to specify in which order they will be opened for the purpose of having them printed in a precise order. Thus, if, for example a receipt series and a document series must be printed, both categories of documents will be printed in the same order.

Prodon5 Preferences 026.png

A: Allows the user to generate documents in a preset order.

B: Allows the setting of the next invoice number.

NOTE : This field is only available if the " Invoicing module " is activated in the database.


Mailings

Prodon5 Preferences 027.png

A: Allows the configuration of the default responses for Mailing history.

B: If this option is checked, the selected occasion and activity used in the last mailing for the client (latest mailing date) will be displayed when entering new transactions.

C: These options are only available if the option in B is checked and allows to search a mailing by " Responses ". For example, you want the occasion and activity of the last mailing that has " Payment in waiting " to be automatically entered when you are entering the next transaction.

NOTE : For more information about Mailing History, click here.


Document name: ProDon:Preferences
Version : 5.0.5