Difference between revisions of "ProDon:Relations"

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{{Header_TOC}}<br>
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<span style="color: rgb(255, 0, 0);">'''Caution:''' </span>This document is for the '''version 5 and higher''' of '''''Prodon'''''.
 +
== Introduction ==
 +
The relations are the contact network within ProDon. From this function, it is possible to link contacts to their organization, their family, their friends and their acquaintances. Furthermore, ProDon keeps a memory because it is important to be able to redraw the contact network of clients and organizations. The relations are also important because they are linked to the mass mailing and E-mail blast.
 +
 
 +
 
 +
== The Relation concept ==
 +
A relation is the link between 2 entities. These entities can be individuals or companies. These links are depicted by Client 1 (C1) is linked to Client 2 (C2).
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" |<u>Possible type of relations</u>
 +
|-
 +
| width="50%" |
 +
C1
 +
|
 +
C2
 +
|-
 +
| Individual
 +
| Individual
 +
|-
 +
| Individual
 +
| Company
 +
|-
 +
| Company
 +
| Individual
 +
|-
 +
| Company
 +
| Company
 +
|}
 +
 
 +
From a theoretical perspective, a relation should be shown as followed:
 +
 
 +
[[File:ProDon5_Relation_Relation_concept_001.png]] <br>
 +
 
 +
Here are the results with examples:
 +
 
 +
1) If C1 is an individual and C2 is also an individual:<br>
 +
[[File:ProDon5_Relation_Relation_concept_002.png]] <br>
 +
 
 +
2) If C1 is an individual and C2 is a company: <br>
 +
[[File:ProDon5_Relation_Relation_concept_005.png]] <br>
 +
 
 +
3) If C1 is a company and C2 is an individual: <br>
 +
[[File:ProDon5_Relation_Relation_concept_003.png]] <br>
 +
 
 +
4) If C1 is a company and C2 is also a company: <br>
 +
[[File:ProDon5_Relation_Relation_concept_004.png]] <br>
 +
 
 +
Please note that even if a relation is '''''MUTUAL''''', it must always be read from C1 to C2: <br>
 +
 
 +
 
 +
[[File:ProDon5_Relation_Relation_concept_006.png]] <br>
 +
 
 +
So, with a example from the relation tab of the client management of ProDon: <br>
 +
 
 +
[[File:ProDon5_Relation_Relation_concept_007.png]] <br>
 +
 
 +
One should understand this: <br>
 +
 
 +
[[File:ProDon5_Relation_Relation_concept_008.png]] <br>
 +
 
 +
== Add a relation type ==
 +
To add a relation type, go to the "Client" tab of the homepage and click on "Relation types".
 +
 
 +
[[File:ProDon5_Relations_Add_a_relation_type_001.png]]
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | This window will open:
 +
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_002.png]]
 +
|-
 +
| width="50%" |
 +
Click on the [[File:Button_add_plus.png]] button to add a relation type, on the [[File:Edit_button.png]] button to edit and on the [[File:Button_Minus_remove_delete.png]] button to remove a relation type.
 +
|}
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | Then, this window will open:
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_003.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> The "Code" section is used to name a relation.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Description" section is used to explain the link from client 1 to client 2.
 +
|-
 +
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Reverse description" section is used to explain the link from client 2 to client 1.
 +
 +
|}
 +
 
 +
The "Integrated types" section shows preset configurations for a relation.
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_004.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> When the option "Company/Contact" is checked, automatically the options of the section "Allow the relations" are checked. The context where this option must be selected is when new relation type must be limited to a company and an individual.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.
 +
|}
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_005.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> When the option "Spouse(s)" is checked, automatically the options of the section "Allow the relations" and the "Immediate family" box are checked. The context where this option must be selected is when new relation type must be limited to two persons that are in couple. 
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.
 +
|}
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_006.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> When the option "Immediate family" is checked, automatically the options of the section "Allow the relations" are checked. The context where this option must be selected is when new relation type must be limited to two persons that are from the same family. 
 +
 
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.
 +
|}
 +
 
 +
The "Allow the relations" section allows the customization of the configuration of the relation types.
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_type_007.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> When the option "Between 2 companies" is checked, the relation will be able to be set between 2 companies.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> When the option "Between 2 individuals" is checked, the relation will be able to be set between 2 individuals.
 +
|-
 +
| colspan=2 |<span style="color: rgb(255, 0, 0);">'''C:'''</span> When the option "Between a company and an individual" is checked, the relation will be able to be set between a company and an individual.
 +
|}
 +
 
 +
== Edit a relation type ==
 +
Ideally, a relation type should be edited before creating a relation that will be using it because the used sections will be locked. It is mostly identical to the addition of a relation type: it is possible to edit the "Code", the "Description", the "Reverse description", the "Integrated types" options and the "Allow the relations" section. To do so, select the relation to edit and click on the [[File:Edit_button.png]] button.
 +
 
 +
'''''CAUTION!'''''
 +
 
 +
In the following example, the relation has been configured in function that everything could be spouse of everything.
 +
 
 +
[[File:ProDon5_Relations_Edit_a_relation_type_001.png]]
 +
 
 +
So, it creates cases like these:
 +
 
 +
{| width="40%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="3" |<u>Possible relations from this template</u>
 +
|-
 +
| width="25%" | C1
 +
| width="50%" | Relation 
 +
| width="25%" | C2
 +
|-
 +
| Individual
 +
|is spouse of
 +
| Individual
 +
|-
 +
| Individual
 +
|is spouse of
 +
| Company
 +
|-
 +
| Company
 +
|is spouse of
 +
| Individual
 +
|-
 +
| Company
 +
|is spouse of
 +
| Company
 +
|}
 +
 
 +
So, because there is already existing cases that imply all possibilities in this ProDon database, it is not possible to edit this relation example before adjusting all relations using this relation type first. Please be cautious to not create a catch-all relation.
 +
 
 +
== Remove a relation type ==
 +
It is possible to remove the relation types that are not used anymore. If the type is still used, the software will block the removal.
 +
 
 +
Please select the relation type that must be removed and select the [[File:Button_Minus_remove_delete.png]] button in the Relation type management.
 +
 +
 
 +
[[File:ProDon5_Relations_Delete_a_relation_type_001.png]]
 +
 
 +
Then, click on "Confirm deletion" to finish the operation.
 +
<br>
 +
[[File:ProDon5_Relations_Delete_a_relation_type_002.png]]
 +
 
 +
== Add a relation ==
 +
To add a relation, go to the relation tab of a client's file.
 +
Pour ajouter une relation, il faut aller dans l'onglet relation de la fiche d'un client.
 +
 
 +
=== The "Main info" tab ===
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" |Press on the [[File:Button_add_plus.png]] button to add a relation.
 +
 
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_001.png]]
 +
 
 +
|}
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | Then, this page opens:
 +
 
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_002.png]]
 +
|-
 +
| width="50%" |
 +
<span style="color: rgb(255, 0, 0);">'''A:'''</span> This option allows the selection among all clients and all companies of the database.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''B:'''</span> This option allows the creation of a contact who will be visible only as C2 in ProDon. Even if a client number will be reserved for this C2, the result will not be an official client file, it will be a file accessible only from this relation.
 +
 
 +
|-
 +
| <span style="color: rgb(255, 0, 0);">'''C:'''</span> This option allows the determination of the relation type between these two parties.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''D:'''</span> The "Reverse" checkbox allows the inversion of the selected relation in the type. For example, if the relation is "is the parent of", when the "Reverse" checkbox is checked, the relation should become "is the child of".
 +
 
 +
|-
 +
| <span style="color: rgb(255, 0, 0);">'''E:'''</span> This section is used to indicate when the relation between these 2 parties has started.
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''F:'''</span> This section is used to indicate when the relation between these 2 parties has ended. Usually, this section is documented later.
 +
 
 +
|-
 +
| <span style="color: rgb(255, 0, 0);">'''G:'''</span> The address option allows C1 (Client 1) address to be placed as the origin of the address of C2 (Client 2).
 +
 
 +
L'option adresse permet de placer l'adresse du C1(Client 1) comme la provenance de l'adresse du C2 (Client 2).
 +
 
 +
| <span style="color: rgb(255, 0, 0);">'''H:'''</span> This checkbox allows C2 to become the main contact of C1. A company cannot become the main contact of an individual. This information will be stored in the relation.
 +
 
 +
|-
 +
| colspan="2" | <span style="color: rgb(255, 0, 0);">'''I:'''</span> If this box is checked, C2 will become the contact for receipts of C1. This information will be stored in the relation.
 +
|}
 +
 
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | If the option '''A''' is selected, this window will open:
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_003.png]]
 +
|-
 +
| In this window, there will be all clients of the database. The user will have to select the client 2 with whom the client 1 is in relation.
 +
 
 +
|}
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_004.png]]
 +
|-
 +
| colspan="2" | Then, the user will have to complete the relation section.
 +
|}
 +
 
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | If the option '''B''' is selected, this window will open:
 +
 
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_005.png]]
 +
|-
 +
| The user will have to enter the information as if it was a new client and then complete the relation section. '''Note:''' A client number will be preset.
 +
|}
 +
 
 +
=== The "Greeting" tab ===
 +
It is possible to customize the greetings or it is possible to use the standard greetings.
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" | [[File:ProDon5_Relations_Add_a_relation_006.png]]
 +
|-
 +
| width="50%" |When the option '''A''' is selected, it is possible to customize which merge fields will be used when a user will have to send documents for the 2 contacts of the relation.
 +
 
 +
| When the option '''B''' is selected, all choices are preset.
 +
 
 +
|}
 +
 
 +
== Edit a relation ==
 +
To edit a relation, go to the relation tab of the client file, click on the relation that need to be edited and click on the [[File:Edit_button.png]] button or double-click on the relation.
 +
 
 +
 
 +
[[File:ProDon5_Relations_Edit_a_relation_001.png]]
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | Then, the user will edit what needs edition and click on "Confirm Edit" to edit the link between these clients.
 +
 
 +
|-
 +
|[[File:ProDon5_Relations_Edit_a_relation_002.png]]
 +
|}
 +
 
 +
'''NOTE:''' To archive a relation, set its end date. So, the organization will be able to keep traces in its database inactive relations. To see them, go to the relation tab of the client management and click on the [[File:Button_R-Inactive.png]] button.
 +
 
 +
== Delete a relation ==
 +
To delete a relation, go to the relation tab of the client file, click on the relation to delete and click on the [[File:Button_Minus_remove_delete.png]] button.
 +
 
 +
[[File:ProDon5_Relations_Delete_a_relation_001.png]]
 +
 
 +
{| width="25%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
| colspan="2" | Then, click on the "Confirm Deletion" to delete the link between these clients.
 +
|-
 +
|[[File:ProDon5_Relations_Delete_a_relation_002.png]]
 +
|}
 +
 
 +
 
 +
 
 +
{{Footer_ProDon_Version|5.0.3.3}}<br>

Latest revision as of 10:37, 17 May 2019

Relations

Caution: This document is for the version 5 and higher of Prodon.

Introduction

The relations are the contact network within ProDon. From this function, it is possible to link contacts to their organization, their family, their friends and their acquaintances. Furthermore, ProDon keeps a memory because it is important to be able to redraw the contact network of clients and organizations. The relations are also important because they are linked to the mass mailing and E-mail blast.


The Relation concept

A relation is the link between 2 entities. These entities can be individuals or companies. These links are depicted by Client 1 (C1) is linked to Client 2 (C2).

Possible type of relations

C1

C2

Individual Individual
Individual Company
Company Individual
Company Company

From a theoretical perspective, a relation should be shown as followed:

ProDon5 Relation Relation concept 001.png

Here are the results with examples:

1) If C1 is an individual and C2 is also an individual:
ProDon5 Relation Relation concept 002.png

2) If C1 is an individual and C2 is a company:
ProDon5 Relation Relation concept 005.png

3) If C1 is a company and C2 is an individual:
ProDon5 Relation Relation concept 003.png

4) If C1 is a company and C2 is also a company:
ProDon5 Relation Relation concept 004.png

Please note that even if a relation is MUTUAL, it must always be read from C1 to C2:


ProDon5 Relation Relation concept 006.png

So, with a example from the relation tab of the client management of ProDon:

ProDon5 Relation Relation concept 007.png

One should understand this:

ProDon5 Relation Relation concept 008.png

Add a relation type

To add a relation type, go to the "Client" tab of the homepage and click on "Relation types".

ProDon5 Relations Add a relation type 001.png

This window will open:
ProDon5 Relations Add a relation type 002.png

Click on the Button add plus.png button to add a relation type, on the Edit button.png button to edit and on the Button Minus remove delete.png button to remove a relation type.

Then, this window will open:
ProDon5 Relations Add a relation type 003.png

A: The "Code" section is used to name a relation.

B: The "Description" section is used to explain the link from client 1 to client 2.
C: The "Reverse description" section is used to explain the link from client 2 to client 1.

The "Integrated types" section shows preset configurations for a relation.

ProDon5 Relations Add a relation type 004.png

A: When the option "Company/Contact" is checked, automatically the options of the section "Allow the relations" are checked. The context where this option must be selected is when new relation type must be limited to a company and an individual.

B: Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.
ProDon5 Relations Add a relation type 005.png

A: When the option "Spouse(s)" is checked, automatically the options of the section "Allow the relations" and the "Immediate family" box are checked. The context where this option must be selected is when new relation type must be limited to two persons that are in couple.

B: Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.
ProDon5 Relations Add a relation type 006.png

A: When the option "Immediate family" is checked, automatically the options of the section "Allow the relations" are checked. The context where this option must be selected is when new relation type must be limited to two persons that are from the same family.


B: Please observe that by selecting this potion in the "Integrated types", the other options of the same section and also the section "Allow the relations" become locked.

The "Allow the relations" section allows the customization of the configuration of the relation types.

ProDon5 Relations Add a relation type 007.png

A: When the option "Between 2 companies" is checked, the relation will be able to be set between 2 companies.

B: When the option "Between 2 individuals" is checked, the relation will be able to be set between 2 individuals.
C: When the option "Between a company and an individual" is checked, the relation will be able to be set between a company and an individual.

Edit a relation type

Ideally, a relation type should be edited before creating a relation that will be using it because the used sections will be locked. It is mostly identical to the addition of a relation type: it is possible to edit the "Code", the "Description", the "Reverse description", the "Integrated types" options and the "Allow the relations" section. To do so, select the relation to edit and click on the Edit button.png button.

CAUTION!

In the following example, the relation has been configured in function that everything could be spouse of everything.

ProDon5 Relations Edit a relation type 001.png

So, it creates cases like these:

Possible relations from this template
C1 Relation C2
Individual is spouse of Individual
Individual is spouse of Company
Company is spouse of Individual
Company is spouse of Company

So, because there is already existing cases that imply all possibilities in this ProDon database, it is not possible to edit this relation example before adjusting all relations using this relation type first. Please be cautious to not create a catch-all relation.

Remove a relation type

It is possible to remove the relation types that are not used anymore. If the type is still used, the software will block the removal.

Please select the relation type that must be removed and select the Button Minus remove delete.png button in the Relation type management.


ProDon5 Relations Delete a relation type 001.png

Then, click on "Confirm deletion" to finish the operation.
ProDon5 Relations Delete a relation type 002.png

Add a relation

To add a relation, go to the relation tab of a client's file. Pour ajouter une relation, il faut aller dans l'onglet relation de la fiche d'un client.

The "Main info" tab

Press on the Button add plus.png button to add a relation.
ProDon5 Relations Add a relation 001.png
Then, this page opens:
ProDon5 Relations Add a relation 002.png

A: This option allows the selection among all clients and all companies of the database.

B: This option allows the creation of a contact who will be visible only as C2 in ProDon. Even if a client number will be reserved for this C2, the result will not be an official client file, it will be a file accessible only from this relation.
C: This option allows the determination of the relation type between these two parties. D: The "Reverse" checkbox allows the inversion of the selected relation in the type. For example, if the relation is "is the parent of", when the "Reverse" checkbox is checked, the relation should become "is the child of".
E: This section is used to indicate when the relation between these 2 parties has started. F: This section is used to indicate when the relation between these 2 parties has ended. Usually, this section is documented later.
G: The address option allows C1 (Client 1) address to be placed as the origin of the address of C2 (Client 2).

L'option adresse permet de placer l'adresse du C1(Client 1) comme la provenance de l'adresse du C2 (Client 2).

H: This checkbox allows C2 to become the main contact of C1. A company cannot become the main contact of an individual. This information will be stored in the relation.
I: If this box is checked, C2 will become the contact for receipts of C1. This information will be stored in the relation.


If the option A is selected, this window will open:
ProDon5 Relations Add a relation 003.png
In this window, there will be all clients of the database. The user will have to select the client 2 with whom the client 1 is in relation.
ProDon5 Relations Add a relation 004.png
Then, the user will have to complete the relation section.


If the option B is selected, this window will open:
ProDon5 Relations Add a relation 005.png
The user will have to enter the information as if it was a new client and then complete the relation section. Note: A client number will be preset.

The "Greeting" tab

It is possible to customize the greetings or it is possible to use the standard greetings.

ProDon5 Relations Add a relation 006.png
When the option A is selected, it is possible to customize which merge fields will be used when a user will have to send documents for the 2 contacts of the relation. When the option B is selected, all choices are preset.

Edit a relation

To edit a relation, go to the relation tab of the client file, click on the relation that need to be edited and click on the Edit button.png button or double-click on the relation.


ProDon5 Relations Edit a relation 001.png

Then, the user will edit what needs edition and click on "Confirm Edit" to edit the link between these clients.
ProDon5 Relations Edit a relation 002.png

NOTE: To archive a relation, set its end date. So, the organization will be able to keep traces in its database inactive relations. To see them, go to the relation tab of the client management and click on the Button R-Inactive.png button.

Delete a relation

To delete a relation, go to the relation tab of the client file, click on the relation to delete and click on the Button Minus remove delete.png button.

ProDon5 Relations Delete a relation 001.png

Then, click on the "Confirm Deletion" to delete the link between these clients.
ProDon5 Relations Delete a relation 002.png


Document name: ProDon:Relations
Version : 5.0.3.3


Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Relations&oldid=10113"