Difference between revisions of "ProDon:Preferences"

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{{Header_TOC}}<br>
 
{{Header_TOC}}<br>
  
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'''<u>CAUTION</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>
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<span style="color: rgb(255, 0, 0);">'''Caution&nbsp;: This document is being revised, it is possible that some parts are missing or outdated.'''</span><br>
 
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<br>
 
  
 
== Introduction  ==
 
== Introduction  ==
  
−
The preferences allow you to do general configurations in the software. For example, the activation/deactivation of some fields or some options of the software and the configuration of the format or the edition of the layout of some fields. <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>  
  
 
There are 2 types of preferences: system preferences and user preferences.<br>
 
There are 2 types of preferences: system preferences and user preferences.<br>
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−
<br>
 
  
 
== Access to preferences  ==
 
== Access to preferences  ==
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|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
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To configure the preferences from the main page of the software, click on the "&nbsp;Configuration&nbsp;" menu, then select "&nbsp;[[File:ProDon5_Preferences_Button.png]] Preferences&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 ".  
  
 
|-
 
|-
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| colspan="2" | [[File:ProDon5_Preferences_001.png]]
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| colspan="2" | [[File:Prodon5 Preferences 001.png]]
 
|}
 
|}
−
 
−
<br>
 
  
 
== User preferences  ==
 
== User preferences  ==
  
−
The user preferences can be customized by a user. The changes done in this part will only be applied to the current user profile.<br>  
+
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>  
  
−
'''NOTE :''' If some users are not able to edit their user preferences, it is because they do not have the necessary access. Then, you will have to go to [[ProDon:User Management|User Management]] to give the users the rights to customize their preferences. <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>  
  
 
<br>  
 
<br>  
  
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=== " Shortcut Bar" Tab ===
+
=== " Shortcut Bar " tab ===
  
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The "Shortcut Bar" Tab allows an edit of the shortcut bar by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing your users to access different managements or sections of the software in a click.  
+
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"
 
|-
 
|-
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| colspan="2" | [[File:ProDon5_Preferences_002.png]]
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| colspan="2" | [[File:Prodon5 Preferences 002.png|599x599px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows you to choose the size of the buttons on the Shortcut bar (small or large).   
+
<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> Allows you to choose to display text under the buttons of the Shortcut Bar.  
+
<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> Allows you to choose to display the task summary section at the right end of the Shortcut Bar.  
+
<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> Allows you to display the Task Button in the Task summary section at the right end of the Shortcut Bar.   
+
<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 :''' The box in <span style="color: rgb(255, 0, 0);">'''C'''</span> must be checked to let you activate this 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> This is the list of all buttons available in the software. To add one button to the Shortcut Bar, use the button [[File:Button right arrow long.png]] see <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> This is the list of the buttons actually displayed  in the Shortcut Bar. To remove one button, use the button [[File:Button left arrow long.png]] see <span style="color: rgb(255, 0, 0);">'''H'''</span>.  
 
−
 
 
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> To activate the search bar, you have to click on the blue bar on top of the "Available Button" section (see <span style="color: rgb(255, 0, 0);">'''E'''</span>) and the "Selected Buttons" section (see <span style="color: rgb(255, 0, 0);">'''F'''</span>). It will help you find a specific button faster.  
+
<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> The [[File:Button right arrow long.png]] and [[File:Button left arrow long.png]] buttons allow you to add or to remove buttons from the Shortcut Bar.  
+
<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> The [[File:Bouton flèche bas.png]] and [[File:Bouton flèche haut.png]] buttons allow you to choose the display order of the buttons in the Shortcut Bar.  
+
<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.  
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|
 
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<br>
 
  
 
|}
 
|}
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_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> Allow a user to choose the display language of the software.<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> When you do a search, if the option "&nbsp;When the button is clicked&nbsp;" is selected, you will have to click on the button "&nbsp;[[Common_functions:Search_Bar|Search]]&nbsp;" of the Search Bar or press the "&nbsp;Enter&nbsp;" key on the keyboard once the search criteria is specified to start the search. You are able to select a delay to automatically launch the search when the time is over.  
+
<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);">'''C&nbsp;:'''</span> Allows you display the [[Common_functions:Search_Bar|Search bar]] by default.<br>
+
|<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);">'''D&nbsp;:'''</span> Allows you to choose when the Web Section (green section) of the main page will be refreshed. For example, you can choose if the refresh will be done as soon as '''''Logilys''''' will do an edition, or only when the next opening of the software, etc.
 
−
 
 
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows the user to choose the language in which the Web section (green section) of the main page will be displayed.  
+
<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);">'''F&nbsp;:'''</span> Allows to customize the path of the temporary folder. This configuration is usually done by '''''Logilys'''''' technicians.  
+
<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);">'''G&nbsp;:'''</span> Allows to create shortcuts that will be available in the Start menu. '''''ProDon''''', the Support Center , the backup software, the Web update software, the wiki documentation, and '''''Logilys''''' Web site are the shortcuts that can be created in the Start menu.  
+
<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);">'''H&nbsp;:'''</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);">'''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);">'''I'''</span> <span style="color: rgb(255, 0, 0);">''': '''</span> Allows to display a window which contains address fields (number, type of road, road name, point of call, etc.), to give a consistent template for the client files.  
+
<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 to minimize '''''ProDon''''' in the '''''Windows''''' notification zone at the bottom right of the screen.
+
| <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);">'''K&nbsp;: '''</span> Allows to open automatically the scan file when you add a transaction.
+
|<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&nbsp;:'''</span> This option will allow the merge fields checked in the Master Documents configuration to be automatically inserted in a new Master Documents at its first opening.  
+
| <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&nbsp;:'''</span> Allows to keep the last selected period at the top right of the Transactions analysis and history. It will stay selected at the next opening of Transactions analysis and history.  
+
|<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);">'''N&nbsp;:'''</span> Allows to make the label "Annual receipt" flash when you enter transactions if necessary.
+
|<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);">'''O&nbsp;:'''</span> If this box is activated, '''''ProDon''''' will display a window informing if there are online donations to import at each opening of the software (the Online Donation module must be activated to let you see this box).
+
|<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);">'''P :'''</span> If this box is activated, '''''ProDon''''' will display a window informing if there are online donations to import at each X minutes (the Online Donation module must be activated to let you see this box). A number of minutes can be set for each user.  
+
|<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);">'''Q :'''</span> Allows to display the codes of the campaign, occasion, and activities in the selection lists.
 
−
 
−
|
 
 
|}
 
|}
  
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=== " Regional Options " Tab ===
 
=== " Regional Options " Tab ===
  
−
'''NOTE : ''' This tab is only displayed in the "&nbsp;User Preferences&nbsp;" if the option has been activated in the "&nbsp;System Preferences&nbsp;", see [[#PointA|«&nbsp;Regional Options&nbsp;» point <span style="color: rgb(255, 0, 0);">'''A'''</span>]] of the «&nbsp;System preferences&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" | [[File:ProDon5_Preferences_004.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 004.png]]
 
|-
 
|-
 
| width="50%" |
 
| width="50%" |
−
<span style="color: rgb(255, 0, 0);">'''A :'''</span> The "English" and "French" Tabs allow to configure different formats for each language. These formats will be used in the documents of '''''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> If the option "Use the Regional options of Windows" is activated, '''''ProDon''''' will use the default configurations of '''''Windows'''''. If the option "Use custom configuration" is checked, you will be able to choose money and date format.  
+
<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> These options allow you to configure the date format. The button [[Image:Bouton point interrogation.png]] allows you to access the date format legend.  
+
<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> These options allow you to configure the money format.   
+
<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> This option allows you to select the list separator that you want.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> This option allows the desired list separator to be selected.  
  
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|
 
 
|}
 
|}
  
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_005.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 005.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to choose the default printers to use for each of those elements: lists and reports, receipts, invoices, and batch report.  
+
<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> This section allows to configure the Email Integration to '''''ProDon'''''. These configurations are usually done by '''''Logilys'''''' technicians.  
+
<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> This section allows to configure the integration of '''''ProDon''''' to '''''Excel''''' or to another software similar to '''''Excel''''' to export data.  
+
<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> If this option is activated, you will only have to double-click in a phone number type field and the number will automatically be composed in '''''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> By installing the complement, a button will appear in '''''Outlook''''' allowing you  to save emails in '''''ProDon''''''s tasks.  
+
<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'''''.  
−
+
 
−
| 
 
 
|}
 
|}
  
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_006.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 006.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to determine the deadline by default when you add a new task.  
+
<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> If the box "&nbsp;Active&nbsp;" is checked, you will be able to add a task fastly by pressing the "&nbsp;Ctrl&nbsp;" + "&nbsp;Alt&nbsp;" + "&nbsp;T&nbsp;" keys from any '''''ProDon''''' management.  
+
<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> If this option is activated, you will be able to choose how many minutes before the deadline of a tasks '''''ProDon''''' will send you a warning.  
+
<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> If this option is activated, you will be able to choose the precise time that '''''ProDon''''' will warn you of the deadline of a task.
+
<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> Allows to determine the default delay for the reminder.  
 
−
 
−
| <br>
 
 
|}
 
|}
  
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=== Time sheet  ===
 
=== Time sheet  ===
−
 
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
−
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_007.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 007.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to activate and to edit the access shortcut to time sheets.  
+
<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> Allows to activate different colours to divide the days in a time sheet.  
+
<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> Allows to keep a history of the last created or edited items.
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Allows to configure default break time.
+
<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> Allows to ask a user to add a new break to an item.  
+
<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> Allows to add a delay before the beginning a second chronometer after the closing of an item of the time sheet.
+
<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.
  
 
|}
 
|}
Line 266: Line 233:
  
 
=== Questions and warnings  ===
 
=== 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" | [[File:ProDon5_Preferences_008.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 008.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> The boxes allow to activate or deactivate some questions and warning windows in the software.  
+
<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> The links in blue allow to save a preset answer for the question of the software. To edit the saved answer, click on the question and select the answer.  
+
<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 284: Line 249:
 
== System Preferences<br>  ==
 
== System Preferences<br>  ==
  
−
System preferences can only be edited by the " Supervisor " profile of '''''ProDon'''''. In a Network Version, you must know that the changes done to this preferences will be applied to all users of '''''ProDon'''''.
+
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>  
−
 
 
−
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>  
 
  
 
=== Security and languages<br>  ===
 
=== Security and languages<br>  ===
  
 
==== Standard Version ====
 
==== Standard Version ====
−
 
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
−
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_009.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 009.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to ask a password for opening '''''ProDon'''''.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows for a password to be required when accessing '''''Prodon'''''.  
−
Permet de demander un mot de passe pour ouvrir '''''ProDon'''''.  
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to select how many chances users have to enter the password.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''.  
  
−
Permet de sélectionner le nombre de tentatives de connexion lors de l'oubli du mot de passe.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Allows to ask a password when opening a PDF via '''''ProDon'''''. Permet de demander un mot de passe lors de l'ouverture des documents PDF via '''''ProDon'''''.
+
|
−
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Allows to choose the default language of '''''ProDon'''''. Permet de choisir la langue à utiliser pour le chargement de '''''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'''''.  
 +
|-
 +
| 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).
 
|}
 
|}
−
 
−
<br>
 
  
 
==== Network Version  ====
 
==== Network Version  ====
Line 315: Line 277:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_010.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 010.png|618x618px]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to activate the security management (password and rights by users).
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Activates security management per user (password and acesses).  
−
Permet d’activer la gestion de la sécurité (mot de passe et droits par usager).  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to login to '''''ProDon''''' without entering a password.
+
<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.
−
Permet de se connecter à '''''ProDon''''' sans entrer de mot de passe.<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> Allows to manage the computer session type. For more information, click on the [[Image:Bouton point interrogation.png]] button. 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> Allows to select how many chances a user have to enter the password.
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''.
−
Permet de sélectionner le nombre de tentatives de connexion lors de l'oubli du mot de passe.  
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows to choose the default language of '''''ProDon'''''. 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).
 
|}
 
|}
  
Line 346: Line 303:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_011.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 011.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''{{Anchor||PointA}}A&nbsp;:'''</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 in this part.  
+
<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.  
  
−
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.
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> If the first options is checked, the sowftare will use the default options of '''''Windows'''''. Si the second one is checked, you will be able to customize these options.
+
<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'''''.
−
 
 
−
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);">'''C&nbsp;:'''</span> These options allow to configure the date format.
+
<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.  
−
 
 
−
Ces options permettent de configurer le format des dates.  
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> These options allow to configure the money format.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> These options allow the date format to be configured.  
−
 
 
−
Ces options permettent de configurer le format monétaire.
 
−
 
 
 
|-
 
|-
−
|  
+
|<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> The [[Image:Bouton point interrogation.png]] button allows to display the date format legend. 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> The " French " tab allows to set different money and date formats if the French is used for documents in '''''ProDon'''''.
 
−
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'''''. 
 
−
 
 
 
|}
 
|}
  
Line 385: Line 329:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_012.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 012.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to define the display and the fields of clients.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to set the display and fields for the clients.  
−
Permet de définir les affichages et les champs du client.  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to define the format of reference number.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows you to set the format for the reference number.
−
Permet de définir le format du numéro de référence.  
+
|-
−
 
+
|<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> Allows to define the path of the clients file.
+
<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
−
Permet de définir l'emplacement des dossiers clients.
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Allows to define the path of the secure client file.
+
<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.
−
Permet de définir l'emplacement des dossiers clients sécurisés.  
 
  
−
|-
+
|}
−
|
 
−
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows to edit the label for the reference number field in a client file in French and in English.
 
  
−
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> Allows to edit the label for the comments field in a client file in French and in English.
 
−
 
 
−
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> Allows to select the field to use to select a client.
 
−
 
 
−
Permet de sélectionner le champ à utiliser pour la sélection d'un client.
 
−
 
 
−
|  
 
−
<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Allows to select the default language for adding clients.
 
−
 
 
−
Permet de sélectionner la langue par défaut pour l'ajout de clients.  
 
−
 
 
 
|-
 
|-
−
|  
+
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Allows to select the tab of the client file where the Social Security Number will be displayed. 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> Allows to select the main email for companies.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to define if the address is in uppercase or in lowercase.
−
 
 
−
Permet de sélectionner le courriel prioritaire pour les compagnies.  
 
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''K&nbsp;:'''</span> Allows to select the main email for Individuals.
+
<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.  
−
 
 
−
Permet de sélectionner le courriel prioritaire pour les individus.  
 
  
 
|  
 
|  
−
<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.
  
 
|}
 
|}
Line 448: Line 382:
 
<br>
 
<br>
  
−
=== Adresses ===
+
=== Means of communication ===
  
−
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_013.png]]<br>
+
| colspan="2" |[[File:Prodon5 Preferences 014.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to manage some adress options.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows to validate the means of communication.  
−
 
 
−
Permet de gérer certaines options d'adresse.<br>
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to define if the address is in lowercase or in uppercase.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the activation of the use of a reference number for a means of communication.  
−
Permet de définir la casse pour les adresses.<br>
 
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Allows to choose the order of the address fields that will appear in the client file.  
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows to include the inactive means of communication when verifying a unique reference number.
  
−
Permet de choisir l'ordre des champs d'adresse apparaissant dans la fiche du client.<br>  
+
|
 +
<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> Allows to select the region that will be displayed in the client file.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Takes the current date as the start date for a new means of communication.  
−
 
 
−
Permet de sélectionner les régions qui seront affichées dans la fiche du client.<br>
 
  
 +
|
 +
<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  ===
 
=== Duplicates  ===
Line 482: Line 419:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_014.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 015.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows the verification of potential duplicates when you create new client files.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the detection of potential duplicates when creating a new client file.  
−
 
 
−
Permet la vérification de doublon potentiel lors de la création de nouvelles fiches clients.<br>
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to define the search criteria for duplicates.  
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the search criteria for duplicates to be defined.  
−
 
 
−
Permet de définir les critères de recherche de doublons.<br>
 
  
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Allows to choose the detection method for duplicates linked to the client importation. This option is linked to the [[ProDon:Importation_Modules|"]][[ProDon:Importation_Modules|Importation Modules]][[ProDon:Commitment Module|"]].<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]] ".
−
 
 
−
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);">'''D&nbsp;:'''</span> Allows to choose how many characters on which '''''ProDon''''' will base itself to search for duplicates.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to choose how many characters '''''Prodon''''' will use to search for duplicates.  
−
 
 
−
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);">'''E&nbsp;:'''</span> Allows to select by which field '''''ProDon''''' will detect the identical transactions.  
+
<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user to choose the order of sorting the clients when merging duplicates.  
−
 
 
−
Permet de sélectionner par quel champ '''''ProDon''''' va faire la détection de transactions semblables.<br>
 
  
 
|  
 
|  
−
'''NOTE&nbsp;:''' For the search and the deletion of potential diplucates in the database, go to [[ProDon:Searching_and_Eliminating_Duplicates|this procedure]]
+
<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the selection of which fields '''''Prodon''''' will use to detect the identical transactions.
−
Pour la recherche et l'élimination de doublons potentiels dans la base de données, consulter [[ProDon:Recherche et élimination de doublons|cette procédure]].<br>
+
|-
−
 
+
| 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 523: Line 450:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_015.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 016.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to add the client' canvasser when a transaction is added.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the client's canvasser to be added by default when adding a transaction.  
−
 
 
−
Permet d'inscrire par défaut le solliciteur du client lors de l'ajout d'une transaction.  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to display the number of the next batch that will be generated from the transaction management.  
+
<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.  
  
−
Permet d'afficher le numéro du prochain lot qui sera généré à partir de la gestion des transactions.
 
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''C :'''</span> Allows to generate the ******* 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> Allows to display a warning when the date is earlier or later than the selected parameters.
+
<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.  
−
 
 
−
Permet d'afficher un avertissement lorsque la date est supérieure ou inférieure aux paramètres sélectionnés.  
 
 
|-
 
|-
−
| 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> This is the path where the document attached to the transactions will be saved.  
+
|}
  
−
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> Allows to choose the order of the default values of the characteristics of transaction type.
 
  
−
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]]
 
|-
 
|-
−
| colspan="2" |  
+
|
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet de modifier le pourcentage des taxes relié aux dépenses qui seront saisies.  
+
<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" |<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the creation of recurrent commitments with instalments equal to $0.00.
 
|}
 
|}
−
<br>  
+
<br>
−
 
 
  
 +
=== Tasks  ===
  
−
=== Commitments  ===
+
{| class="wikitable" width="200" cellspacing="1" cellpadding="1" border="1"
−
 
 
−
'''NOTE: ''' This tab is only visible and these options are only editable if the [[ProDon:Prospecting_and_Commitments_Module|"&nbsp;Prospecting and Commitments Module&nbsp;"]] is activated in the database.
 
−
 
 
−
Cet onglet est visible et les options sont modifiables que si le [[ProDon:Prospecting_and_Commitments_Module|"&nbsp;Prospecting and Commitments Module&nbsp;"]] est actif dans la base de données.
 
−
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_016.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 025.png]]
 
|-
 
|-
−
|  
+
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> This is where the files attached to the commitments will be saved.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the task subject to be displayed in " drop-down list " format.
 +
 
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows tasks to be gathered in a family type concept.
  
−
Il s'agit de l'emplacement où seront enregistrés les documents joints aux engagements.
 
−
|<span style="color: rgb(255, 0, 0);">'''B :'''</span> Allows to automatically check the box " End when the objective is reached " when you add a commitment by objective.
 
−
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> Allows to automatically check the box " End vhen the objective is reached " when adding an automatic commitment.
+
| colspan="2" |
−
 
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows periodic tasks to be seen in advance.  
−
Permet de cocher automatiquement la case «Terminer lorsque l'objectif est atteint» pendant un ajout automatique.
 
−
|<span style="color: rgb(255, 0, 0);">'''D :'''</span> Allows to add commitment with instalment equal to $0.00.
 
−
Permet l'ajout d'engagement avec des montants de versements à 0.00$.
 
 
|}
 
|}
−
<br>
 
  
 
=== Time Sheets  ===
 
=== Time Sheets  ===
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_017.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 018.png]]
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to select which day start the week.  
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the selection of the day on which the week starts.  
−
Permet de sélectionner la journée qui débute une semaine.
+
 
−
|<span style="color: rgb(255, 0, 0);">'''B :'''</span> Allows to select the day which a week end.
+
|<span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the selection of the day on which a week ends.
−
Permet de sélectionner la journée que prend fin une semaine.
+
 
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''C :'''</span> Allows to specify the first day of work.
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the first day of work to be specified.
  
−
Permet de spécifier le premier jour de travail.
+
|<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);">'''D :'''</span> Allows to display the time bank.
+
|-
−
 
+
|<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the factor used to calculate the overtime to be displayed.
−
Permet d'afficher la banque d'heure.
+
|<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to display scheduling conflicts in red.
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''E :'''</span> Allows to display the overtime.
+
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to suggest a start time when adding an item.
−
Affiche les détails des heures supplémentaires.
 
−
|
 
 
|}
 
|}
  
Line 620: Line 529:
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_018.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 019.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to edit the results of merge fields "&nbsp;Long Greeting&nbsp;" and "&nbsp;Short Greeting&nbsp;" for a company.  
+
<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.
−
 
 
−
Permet de modifier le résultat des champs de fusion «&nbsp;Salutation longue&nbsp;» et «&nbsp;Salutation courte&nbsp;» pour une compagnie.<br>
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to edit the result of "&nbsp;Long Greeting&nbsp;" and "&nbsp;Short Greeting&nbsp;" for an individual.
+
<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.
  
−
Permet de modifier le résultat des champs de fusion « Salutation longue » et «Salutation courte » pour un individu.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Allows to edit the result of "&nbsp;Long Greeting&nbsp;" and "&nbsp;Short Greeting&nbsp;" for couple.
+
|<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.
−
Permet de modifier le résultat des champs de fusion « Salutation longue » et « Salutation courte »  pour un couple.
 
  
−
|'''NOTE :''' The drop-down lists at the right allows to choose the wanted fields to send them to the left field. You have to select the fields one by one to add them into the left section.
+
|<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.
−
 
+
|-
−
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.
+
| 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.
 
|}
 
|}
  
Line 645: Line 550:
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_019.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 020.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to display the wanted custom fields in the reports of "Batch Transactions" type.
+
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows the desired custom fields to be displayed in the " Batch Transactions " type reports.
−
Permet d'afficher les champs personnalisés désirés sur les rapports de type «Transactions d'un lot».  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows to display the wanted characteristics in the reports of "Batch Transactions" type.
+
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Allows the desired characteristics to be displayed in the " Batch Transactions " type reports.
−
 
 
−
Permet d'afficher les caractéristiques désirées sur les rapports de type «Transactions d'un lot».  
 
 
|}
 
|}
  
Line 662: Line 564:
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
{| class="wikitable" border="1" cellpadding="1" cellspacing="1" width="200"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_020.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 021.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Display the contact on documents and receipts if the client is a company.
+
<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.
−
 
 
−
Affiche le contact sur les documents et reçus si le client est une compagnie. 
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Display the contact on documents and receipts if the client is a third-party.
+
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> When this box is checked it allows the " Third-party " section to be displayed.  
−
 
 
−
Affiche le contact sur les documents et reçus si le client est un tiers. 
 
−
|-
 
−
|<span style="color: rgb(255, 0, 0);">'''C :'''</span> Display the contact on documents and receipts if the linked client 1 is a company.
 
−
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> Display the contact on documents and receipts if the linked client 2 is a company.
 
−
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> Display the contact on documents and receipts if the canvasser is a company.
 
−
Affiche le contact sur les documents et reçus si le solliciteur est une compagnie.
 
−
|<span style="color: rgb(255, 0, 0);">'''F :'''</span> Allows to display the "Third-party" section.
 
−
 
 
−
Permet d'afficher la section «tiers».
 
 
|}
 
|}
  
 
<br>
 
<br>
  
−
=== E-mail Blast ===
+
=== E-mail Blast / eReceipts ===
  
−
'''NOTE: '''This tab is only visible and the options are only editable if the [[ProDon:Preparing_the_Master_Document|E-mail Blast module]] is active. 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" | [[File:ProDon5_Preferences_021.png]]
+
| colspan="2" | [[File:Prodon5 Preferences 022.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to activate the E-mail Blast Module.
+
<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.  
−
 
 
−
Permet d'activer le module PubliCourriel.  
 
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> These options are the technical configurations assumed by '''''Logilys'''''.
+
<span style="color: rgb(255, 0, 0);">'''B:'''</span> These options are technical configurations assumed by '''''Logilys'''''.
−
 
 
−
Ces options sont des configurations techniques assumées par '''''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> Allows to define the adminitrator accounts. Again, this option is a configuration assumed by '''''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.
−
 
 
−
Permet de définir les compte administrateur. Cette option est également une configuration assumée par '''''Logilys'''''.
 
−
 
 
−
|  
 
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Allows to define the Statistic view account. Again, this option is a configuration assumed by '''''Logilys'''''.  
 
−
 
 
−
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> Allows to set time before calling the expiration of delay for synchronization of lists.  
+
<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'''''.
−
 
 
−
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);">'''F :'''</span> Allows to set the size of the email batches in the synchronization of lists.
+
<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'''''.  
−
 
 
−
Permet de déterminer la taille des lots de courriel lors de la synchronisation de listes.  
 
−
 
 
 
|}
 
|}
  
Line 736: Line 605:
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[File:ProDon5_Preferences_022.png]]<br>
+
| colspan="2" | [[File:Prodon5 Preferences 023.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Allows to deactivate, at the opening of '''''ProDon''''', the warning strongly suggesting to do a backup if the last one 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> Allows to adjust the screen, if the screen used to work does not have the right resolution.
+
<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'''''.  
−
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);">'''C&nbsp;:'''</span> Force to validate the lines in the Importation module.
+
<span style="color: rgb(255, 0, 0);">'''C:'''</span> Forces the validation of the warnings in the " Importation Module ".  
−
Oblige la validation des lignes dans le module d'importation.  
 
  
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Allows to displays the remarks linked with real duplicates in the Importation module.  
+
<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the remarks linked with real duplicates to be displayed in the Importation module.  
−
Permet d'afficher les remarques en lien avec les doublons réels dans le module d'importation.
+
−
 
 
 
|-
 
|-
 
|  
 
|  
−
<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Allows  
+
<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.  
−
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);">'''F :'''</span> Allows the activation of accounting project management.  
+
| <span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the activation of the accounting project concept.  
  
−
Permet l'activation de la gestion des projets comptables.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''G :'''</span> Allows to change the report letter format in report A4 format.
+
|<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows to change the print format of the reports from letter format to A4 format.
  
−
Permet de changer le format lettre des rapports en format A4.
+
|<span style="color: rgb(255, 0, 0);">'''H:'''</span> Activates the GL groups option.  
−
|<span style="color: rgb(255, 0, 0);">'''H :'''</span> Allows to select the relation list used to send email.  
 
  
−
Permet de sélectionner la liste des relations utilisées pour les envois courriels.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''I :'''</span> Configuration allowing to use email sendings via the Outlook software.
+
|<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows the user to select the relation type contact information used to send emails.
  
−
Configuration permettant l'utilisation des envois courriels via le programme Outlook.
+
|<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);">'''J :'''</span> Allows to configure the warnings display.
 
−
 
 
−
Permet de configurer l'affichage des alertes.  
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''K :'''</span> Allows to adjust how many numbers will be in the receipt number.
+
|<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.  
−
Permet d'ajuster le nombre de chiffres compris dans le numéro de reçu.  
+
|<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);">'''L :'''</span> Display the question to rewind the next installment date when deleting a transaction linked with a commitment.
 
−
 
 
−
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);">'''M :'''</span> Allows to display the bank account numbers.  
+
|<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.  
  
−
Permet l'affichage des numéros de compte de banque.
+
|<span style="color: rgb(255, 0, 0);">'''N:'''</span> Activates the encryption of the bank account numbers.
−
|<span style="color: rgb(255, 0, 0);">'''N :'''</span> Allows to display the bank information in the commitment management grid.  
 
  
−
Permet d'afficher les informations bancaires dans la grille de gestion des engagements.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''O :'''</span> Allows to use warnings and messages from the receipts management and documents to issue.
+
|<span style="color: rgb(255, 0, 0);">'''O:'''</span> Allows the bank information to be displayed in the commitment management grid.  
−
 
 
−
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);">'''P :'''</span> Allows to identify the canvasser of a third-party client if the client does not have a linked canvasser.  
+
|<span style="color: rgb(255, 0, 0);">'''P:'''</span> Activates messages and warnings in the receipts and documents to be issued grids.
  
−
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);">'''Q :'''</span> Allows to display different transactions form.  
+
|<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.  
  
−
Permet d'afficher différentes formes de transactions.
+
|<span style="color: rgb(255, 0, 0);">'''R:'''</span> Activates the notion of a transaction form.  
−
|<span style="color: rgb(255, 0, 0);">'''R :'''</span> Allows to display the transaction nature.  
 
  
−
Permet d'afficher la nature de la transaction.
 
 
|-
 
|-
−
|<span style="color: rgb(255, 0, 0);">'''S :'''</span> Allows to split transactions and commitments by contacts.  
+
|<span style="color: rgb(255, 0, 0);">'''S:'''</span> Activates the notion of a transaction nature.  
  
−
Permet de séparer les transactions et engagements par contacts.  
+
|<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);">'''T :'''</span> Allows to manage the GL Account in group.
+
|-
−
 
+
| 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.
−
Permet de gérer les comptes de Grand Livre en groupe.  
 
 
|}
 
|}
  
Line 819: 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

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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

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