Difference between revisions of "ProDon:Customized Field Configuration"

Latest revision as of 16:56, 4 May 2016

Customized Field Configuration

Introduction

Customized fields are entirely configurable. Their main use is to manage information for which no field is provided in the software.

It is possible to configure customized fields in several managements; for instance, the "Client management", "Transaction management", etc.

NOTE: There are 3 types of customizations, client categories, customized fields and characteristics. To make sure that the customized field is the one that suits you best, read the "Categories vs Customized Fields vs Characteristics" document.

Configuration of Customized Fields

To configure a customized field, first click on the "Configuration" menu, then select "Customized fields".

After clicking on "Customized fields", this window opens.

A: The "Clients" tab contains the customized fields available to the clients.These fields are only visible in the client management.	B: The "Transactions" tab contains the customized fields available for transactions. These fields are only visible in the transactions.
C: The "Projects" tab contains the customized fields available for projects. These fields are only visible in the projects.	D: The "Expenditures" tab contains the customized fields available for expenditures. These fields are only visible in the expenditures.
E: These are the customized fields of the "Clients" tab. To create a new customized field, double-click on the line containing the desired field type (the type specified at F) and for which the label (at G) is empty. To modify a customized field, double-click on the line containing the label to be modified. After double-clicking on the line, see this section, that explains how to add or modify a customized field.	F: It is the type of customized field. There are 4 different types of fields: "Text", "Numeric", "Date and time" and "Yes/No".
G: These are the labels, names given to customized fields. The empty labels are the fields that are not used. They are therefore available for creating new customized fields.	H: Buttons and allow you to move the fields at E. To do so, select the field to be moved, then click on the button to move it upward and on the button to move it downward.
CAUTION: The number of customized fileds is limited. The number varies depending on the management in which the customized fields were created and according to the type selected.

Add/Edit Customized Fields

After double-clicking on the line of the customized field to be added or modified at E of the previous window, the addition or modification window of a customized field of a precise type opens.

There are 4 types of customized fields:

"Text" type
"Numeric" type
"Date and time" type
"Yes/No" type

Simply click on the link of the right type to continue with the addition or the modification.

"Text" Type

A "Text" type customized field is a field for which the answer may be text or list of choices.

After double-clicking on the line of a "Text" type customized field at E of this window, this window opens, in order to add or modify a field.

A: Indicates where the field can be used in ProDon (For instance: "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see points A, B and C of this window.	B: Indicates the type of customized field ("Text", "Numeric", "Date and time" and "Yes/No"). The type is not modifiable from this window. To learn how to modify the type of field, see points E and F of this window.
C: Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active. NOTE: When a customized field is inactive, it can no longer be used.	D: Displays the customized field in the management grid. NOTE: In order for this field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see this document.
E: Allows you to make the field mandatory.	F: Displays the customized field in a report. NOTE: This option is only available for transaction type customized fields.
G: Allows you to name the customized field.	H: Allows you to choose whether the answer to the customized field must be text or list of choices.
I: If option "List of choices" is checked at H, choose whether the list of choices must be predefined or modifiable.	J: If option "List of choices" is checked at H and that option "Predefined" is chosen at I, enter here the answer choices that will be available.
K: After specifying the information, click on the " Confirm edit" button.

"Numeric" Type

A "Numeric" type customized field is a field for which the answer is an amount of money, a percentage or a quantity.

After double-clicking on the line of a "Numeric" type customized field at E of this window, the following window opens to add or modify a field.

A: Indicates where the field may be used in ProDon (For instance: "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see points A, B and C of this window.	B: Indicates the type of customized field ("Text", "Numeric", "Date and time" or "Yes/No"). The type is not modifiable from this window. To learn how to modify the type of field, see points E and F of this window.
C: Allows you to activate or deactivate the customized field. If the checkbox is checked, the customized field is active. NOTE: When a customized field is inactive, it can no longer be used.	D: Displays the customized field in the management grid. NOTE: In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see this document.
E: Allows you to make the customized field mandatory.	F: Displays the customized field in a report. NOTE: This option is only available for transaction type customized fields.
G: Allows you to name the customized field.	H: The button allows you to determine which format the "Numeric" type customized field will have (money, percentage or quantity). The button allows you to have more information about the different numeric formats.
I: Indicates the selected format. In this example, it is a "Quantity" format.	J: After specifying all information, click on the " Confirm edit" button.

"Date and time" Type

A "Date and time" type customized field is a field for which the response is a date, a time or a date and a time.

After double-clicking on the line of a "Date and time" type customized field at E of this window, the following window opens to add or modify a field.

A: Indicates where the field can be used in ProDon (For instance, "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see points A, B and C of this window.	B: Indicates the type of customized field ("Text", "Numeric", "Date and Time" or "Yes/No").The type is not modifiable from this window. To learn how to modify the field type, see points E and F of this window.
C: Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active. NOTE: When a customized field is inactive, it can no longer be used.	D: Displays the customized field in the management grid. NOTE: In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see this document.
E: Allows you to make the field mandatory.	F: Allows you to name the customized field.
G: The button allows you to determine which format the "Date and time" type customized field will have (date, time , date and time). The button allows you to get more information on the different date and time formats.	H: Indicates the selected format. In this example, it is a "Quantity" format.
I: After specifying all information, click on the " Confirm edit" button.

"Yes/No" Type

A "Yes/No" type customized field is presented in the form of a checkbox.

After double-clicking on the line of a "Yes/No" type customized field at E of this window, this window opens to add or modify a field.

A: Indicates where the field can be used in ProDon (For instance: "Client, Transaction, Expenditure management" etc.). To learn how to create a field for another management, see points A, B and C of this window.	B: Indicates the type of customized field ("Text", "Numeric", "Date and time" or "Yes/No"). The type is not modifiable from this window. To learn how to modify the field type, see points E and F of this window.
C: Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active. NOTE: When the customized field is inactive, it can no longer be used.	D: Displays the customized field in the management grid. NOTE: In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid, in addition to checking this checkbox. To learn how to modify a view, see this document.
E: Allows you to name the customized field.	F: After specifying all information, click on the " Confirm edit" button.

Using Customized Fields

Customized fields are available in many managements of ProDon. They can be used and viewed from::

NOTE: A transaction customized field must first be activated in a donation occasion or in a donation occasion activity prior to using it in a transaction. If the field has not been activated in the donation occasion or activity, it will simply not appear during the transaction entry.

From the "Client management"

To use a customized field from the "Client management", you must first go to a client file.

To do so, from the software home page, click on the "Clients" menu, then select " Clients".

After clicking on " Clients", this window opens.

A: Search, using the search bar, the client for whom a piece of information must be specified in a customized field.	B: To open the client file, double-click on the corresponding line.
C: Here are a few examples of customized fields visible in the management grid. To learn how to display customized fields in the management grid, see the "View management" document.	NOTE: In the "Client management", it is possible to display only the clients' customized fields.

After doucle-clicking on the line of the client for whom a piece of information must be specified in a customized field, this window opens.

All client customized fields appear under the "9-Cust. Field" tab. Check the checkboxes or specify the right information in the fields.

From the Addition File of a Donation Occasion or a Donation Occasion Activity

The addition files of donation occasions or donation occasion acitivities simply allow you to activate a customized field, so it appears during transaction entry, if this donation occasion/activity is selected in the transaction.

To activate a customized field from the addition file of a donation occasion or donation occasion activity, go to the "Donation occasion management".

To do so, from the software home page, click on the "Transactions" menu, then select " Donations occasions".

After clicking on " Donation occasions", this window opens.

A: Search, using the search bar, the donation occasion for which a customized field must be activated.	B: Double-click on the donation occasion for which a customized field must be activated.

After double-clicking on the donation occasion for which a customized field must be activated, this window opens.

A: Under the "Cust. Field" tab, this is the list of all existing transaction type customized fields. To activate one, simply click in the checkbox. NOTE: To create a new transaction customized field or to modify an existing one, see this section.	B: To activate a customized field for a donation occasion activity, double-click on the activity for which a customized field must be created.

After clicking on the donation occasion activity for which a customized field must be activated, this window opens.

Under the "Cust. Field" tab, is the list of all existing transaction customized fields. To activate one, simply click in the checkbox. To create new ones or to modify an existing one, see this section.

From the Addition File of a Transaction

To use a customized field from the addition file of a transaction, you must create a transaction for a client.

To learn how to create a transaction for a client, see the "Transaction Logging" document.

After selecting the donation occasion and/or the donation occasion activity, if a customized field has been activated in this donation occasion/activity, a customized field appears at the bottom of the file. NOTE: To learn how to activate a customized field in a donation occasion/activity, see this section.

From the "Analysis and history"

The "Analysis and History" allows you to view the transaction customized fields that were completed when adding the transaction.

To go to the "Analysis and History" from the software home page, click on the "Analysis" menu, then select " Analysis and History".

After clicking on " Analysis and History", this window opens.

A: Here is an example of customized fields visible in the management grid.To learn how to display customized fields in a management grid, see the "View Management" document.	NOTE: In the "Analysis and History", it is possible to display only the transaction customized fields.

From the Addition File of an Expenditure

To use a customized field from the addition file of an expenditure, you must create an expenditure for the client.

To learn how to create an expenditure for a client, see the "Transaction Logging" document.

To view the expenditure customized fields, go under the "Cust. Field" tab. NOTE: All existing expenditure customized fields are displayed here. It is not possible to choose, as for a transaction customized field, for which donation occasion/activity an expenditure customized field must be displayed.

Document name: ProDon:Customized Field Configuration
Version : 4.6.7.24

Printable version

Difference between revisions of "ProDon:Customized Field Configuration"

Latest revision as of 16:56, 4 May 2016

Contents

Introduction

Configuration of Customized Fields

Add/Edit Customized Fields

"Text" Type

"Numeric" Type

"Date and time" Type

"Yes/No" Type

Using Customized Fields

From the "Client management"

From the Addition File of a Donation Occasion or a Donation Occasion Activity

From the Addition File of a Transaction

From the "Analysis and history"

From the Addition File of an Expenditure

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Menu

ProDon

Tools

@@ Line 1: / Line 1: @@
-{{Header_ProDon}}
+{{Header_TOC}}<br>
 == Introduction  ==
-Les champs personnalisés sont des champs entièrement configurables. Leur utilité principale est de gérer des informations pour lesquelles aucun champ n’est prévu dans le logiciel.
+Customized fields are entirely configurable. Their main use is to manage information for which no field is provided in the software.&nbsp;
 <br>
-Il est possible de configurer des champs personnalisés dans plusieurs gestions, par exemple, la «&nbsp;Gestion des clients&nbsp;», la «&nbsp;Gestion des transactions&nbsp;», etc.
+It is possible to configure customized fields in several managements; for instance, the "Client management", "Transaction management", etc.
 <br>
-'''NOTE&nbsp;:''' Il existe 3 types de personnalisations, les catégories de clients, les champs personnalisés et les caractéristiques. Pour s'assurer que le champ personnalisé est celui qui convient le mieux, prendre connaissance du document «&nbsp;[[ProDon:Catégories/champs personnalisés/caractéristiques|Catégories/champs personnalisés/caractéristiques]]&nbsp;».
+'''NOTE:''' There are 3 types of customizations, client categories, customized fields and characteristics. To make sure that the customized field is the one that suits you best, read the [[ProDon:Categories vs Customized Fields vs Characteristics|"Categories vs Customized Fields vs Characteristics"]] document.<br>
 <br>
-== Configuration de champs personnalisés<br>  ==
+== Configuration of Customized Fields<br>  ==
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour configurer un champ personnalisé, cliquer d'abord sur le menu «&nbsp;Configuration&nbsp;», puis sur «&nbsp;Champs personnalisés&nbsp;».
+To configure a customized field, first click on the "Configuration" menu, then select "Customized fields".
 |-
@@ Line 31: / Line 31: @@
 |-
 | colspan="2" |
-Après avoir cliqué sur «&nbsp;Champs personnalisés&nbsp;», la fenêtre suivante s'ouvre.
+After clicking on "Customized fields", this window opens.
 |-
-| colspan="2" | {{Anchor||ConfigurationChampPerso}}[[Image:Customized_Field_Configuration_002.png]]
+| colspan="2" | {{Anchor||ConfigurationCustomField}}[[Image:Customized Field Configuration 002.png]]
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> L'onglet «&nbsp;Clients&nbsp;» contient les champs personnalisés disponibles pour les clients. Ces champs sont donc visibles seulement dans la gestion des clients.<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> The "Clients" tab contains the customized fields available to the clients.These fields are only visible in the client management.<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> L'onglet «&nbsp;Transactions&nbsp;» contient les champs personnalisés disponibles pour les transactions. Ces champs sont donc visibles seulement dans les transactions.<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Transactions" tab contains the customized fields available for transactions. These fields are only visible in the transactions.<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> L'onglet «&nbsp;Projets&nbsp;» contient les champs personnalisés disponibles pour les projets. Ces champs sont donc visibles seulement dans les projets.<br>
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> The "Projects" tab contains the customized fields available for projects. These fields are only visible in the projects.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> L'onglet «&nbsp;Dépenses&nbsp;» contient les champs personnalisés disponibles pour les dépenses. Ces champs sont donc visibles seulement dans les dépenses.<br>
+<span style="color: rgb(255, 0, 0);">'''D:'''</span> The "Expenditures" tab contains the customized fields available for expenditures. These fields are only visible in the expenditures.<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Il s'agit des champs personnalisés de l'onglet «&nbsp;clients&nbsp;». Pour créer un nouveau champ personnalisé, double-cliquer sur une ligne contenant le type de champ désiré (le type est spécifié en <span style="color: rgb(255, 0, 0);">'''F'''</span>) et dont le libellé (en <span style="color: rgb(255, 0, 0);">G</span>) est vide. Pour modifier un champ personnalisé, double-cliquer sur la ligne contenant le libellé à modifier. Après avoir double-cliqué sur une ligne, consulter [[ProDon:Configuration de champs personnalisés#Ajout_.2F_modification_d.27un_champ_personnalis.C3.A9|cette section]], qui explique comment ajouter ou modifier un champ personnalisé.<br>
+<span style="color: rgb(255, 0, 0);">'''E:'''</span> These are the customized fields of the "Clients" tab. To create a new customized field, double-click on the line containing the desired field type (the type specified at <span style="color: rgb(255, 0, 0);">'''F'''</span>) and for which the label (at '''<span style="color: rgb(255, 0, 0);">G</span>''') is empty. To modify a customized field, double-click on the line containing the label to be modified. After double-clicking on the line, see [[ProDon:Customized Field Configuration#Add.2FEdit_Customized_Fields|this section]], that explains how to add or modify a customized field. <br>
 |
-<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Il s'agit du type du champ personnalisé. Il existe 4 différents types de champs&nbsp;: «&nbsp;[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0texte.C2.A0.C2.BB|Texte]]&nbsp;», «&nbsp;[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0num.C3.A9rique.C2.A0.C2.BB|Numérique]]&nbsp;», «&nbsp;[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0date_et_heure.C2.A0.C2.BB|Date et heure]]&nbsp;» et «&nbsp;[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0oui.2Fnon.C2.A0.C2.BB|Oui/Non]]&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''F:'''</span> It is the type of customized field. There are 4 different types of fields: [[ProDon:Customized Field Configuration#.22Text.22_Type|"Text"]], [[ProDon:Customized Field Configuration#.22Numeric.22_Type|"Numeric"]], [[ProDon:Customized Field Configuration#.22Date_and_time.22_Type.C2.A0|"Date and time"]] and [[ProDon:Customized Field Configuration#.22Yes.2FNo.22_Type.C2.A0|"Yes/No"]].
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Il s'agit des libellés, des noms, donnés aux champs personnalisés. Les libellés qui sont vides sont des champs qui ne sont pas encore utilisés. Ils sont donc disponibles pour créer de nouveaux champs personnalisés.
+<span style="color: rgb(255, 0, 0);">'''G:'''</span> These are the labels, names given to customized fields. The empty labels are the fields that are not used. They are therefore available for creating new customized fields.
 |
-<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Les boutons [[Image:Bouton flèche haut a.png]] et [[Image:Bouton flèche bas.png]] permettent de déplacer les champs en <span style="color: rgb(255, 0, 0);">'''E'''</span>. Pour ce faire, sélectionner le champ à déplacer, puis cliquer sur le bouton [[Image:Bouton flèche haut a.png]] pour le monter et sur le bouton [[Image:Bouton flèche bas.png]] pour le descendre.
+<span style="color: rgb(255, 0, 0);">'''H:'''</span> Buttons [[Image:Button Arrow up.png]] and [[Image:Bouton flèche bas.png]] allow you to move the fields at <span style="color: rgb(255, 0, 0);">'''E'''</span>. To do so, select the field to be moved, then click on the [[Image:Button Arrow up.png]] button to move it upward and on the [[Image:Bouton flèche bas.png]] button to move it downward.
 |-
 | colspan="2" |
-'''ATTENTION&nbsp;:''' Le nombre de champs personnalisés est limité. Le nombre varie dépendamment de la gestion dans laquelle il est créé et selon le type de champ personnalisé choisi.
+'''CAUTION:''' The number of customized fileds is limited. The number varies depending on the management in which the customized fields were created and according to the type selected.
 |}
 <br>
-== Ajout / modification d'un champ personnalisé<br>  ==
+== Add/Edit Customized Fields<br>  ==
-Après avoir double-cliqué sur la ligne du champ personnalisé à ajouter ou à modifier en '''<span style="color: rgb(255, 0, 0);">E</span>''' de la [[#ConfigurationChampPerso|fenêtre précédente]], la fenêtre d'ajout ou de modification d'un champ personnalisé de type précis s'ouvre.
+After double-clicking on the line of the customized field to be added or modified at '''<span style="color: rgb(255, 0, 0);">E</span>''' of the [[#ConfigurationCustomField|previous window]], the addition or modification window of a customized field of a precise type opens.
-Il existe 4 différents types de champ personnalisé&nbsp;: <br>
+There are 4 types of customized fields: <br>
-*[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0texte.C2.A0.C2.BB|Type «&nbsp;texte&nbsp;»]]<br>
+*[[ProDon:Customized Field Configuration#.22Text.22_Type|"Text"]] type<br>
-*[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0num.C3.A9rique.C2.A0.C2.BB|Type «&nbsp;numérique&nbsp;»]]<br>
+*[[ProDon:Customized Field Configuration#.22Numeric.22_Type|"Numeric"]] type<br>
-*[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0date_et_heure.C2.A0.C2.BB|Type «&nbsp;date et heure&nbsp;»]]<br>
+*[[ProDon:Customized Field Configuration#.22Date_and_time.22_Type.C2.A0|"Date and time"]] type<br>
-*[[ProDon:Configuration de champs personnalisés#Type_.C2.AB.C2.A0oui.2Fnon.C2.A0.C2.BB|Type «&nbsp;oui/non&nbsp;»]]<br>
+*[[ProDon:Customized Field Configuration#.22Yes.2FNo.22_Type.C2.A0|"Yes/No"]] type
 <br>
-Cliquer simplement sur le lien du bon type pour continuer l'ajout ou la modification.
+Simply click on the link of the right type to continue with the addition or the modification.
 <br>
-=== Type «&nbsp;texte&nbsp;»  ===
+=== "Text" Type  ===
-Un champ personnalisé de type «&nbsp;texte&nbsp;» est un champ dont la réponse peut être du texte ou une liste de choix.
+A "Text" type customized field is a field for which the answer may be text or list of choices.
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Après avoir double-cliqué sur la ligne d'un champ personnalisé de type «&nbsp;texte&nbsp;» en '''<span style="color: rgb(255, 0, 0);">E</span>''' de [[#ConfigurationChampPerso|cette fenêtre]], la fenêtre suivante s'ouvre, afin d'ajouter ou de modifier un champ.
+After double-clicking on the line of a "Text" type customized field at '''<span style="color: rgb(255, 0, 0);">E</span>''' of [[#ConfigurationCustomField|this window]], this window opens, in order to add or modify a field.
 |-
@@ Line 101: / Line 101: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Indique où le champ peut ou pourra être utilisé dans '''''ProDon'''''. (Par exemple&nbsp;: «&nbsp;Gestion des clients&nbsp;», transactions, dépenses, etc.). Pour savoir comment créer un champ pour une autre gestion, voir les lettres <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> et <span style="color: rgb(255, 0, 0);">'''C'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Indicates where the field can be used in '''''ProDon''''' (For instance: "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see '''points''' <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> and <span style="color: rgb(255, 0, 0);">'''C'''</span> of [[#ConfigurationCustomField|this window]].<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Indique le type du champ personnalisé («&nbsp;texte&nbsp;», «&nbsp;numérique&nbsp;», «&nbsp;date et heure&nbsp;» ou «&nbsp;oui/non&nbsp;»). Le type n'est pas modifiable à partir de cette fenêtre. Pour savoir comment modifier le type de champ, voir les lettres <span style="color: rgb(255, 0, 0);">'''E'''</span> et <span style="color: rgb(255, 0, 0);">'''F'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> Indicates the type of customized field&nbsp; ("Text", "Numeric", "Date and time" and "Yes/No"). The type is not modifiable from this window. To learn how to modify the type of field, see '''points''' <span style="color: rgb(255, 0, 0);">'''E'''</span> and <span style="color: rgb(255, 0, 0);">'''F'''</span> of [[#ConfigurationCustomField|this window]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'activer et désactiver le champ personnalisé. Si la case est cochée, le champ personnalisé est actif.<br>
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active.<br>
-'''NOTE&nbsp;:''' Lorsqu'un champ personnalisé est inactif, il ne peut plus être utilisé.<br>
+'''NOTE:''' When a customized field is inactive, it can no longer be used.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans la grille de gestion.
+<span style="color: rgb(255, 0, 0);">'''D:'''</span> Displays the customized field in the management grid.
-'''NOTE&nbsp;:''' Pour que le champ personnalisé soit affiché dans la grille de gestion, il faut ajouter le champ à la vue de la bonne grille de gestion en plus de cocher cette case. Pour savoir comment modifier une vue, consulter [[Fonctions communes:Gestion des vues|ce document]].<br>
+'''NOTE:''' In order for this field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see [[Common functions:View Management|this document]]. <br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de rendre le champ personnalisé obligatoire.
+<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to make the field mandatory.
 |
-<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans un rapport.<br>
+<span style="color: rgb(255, 0, 0);">'''F:'''</span> Displays the customized field in a report.<br>
-'''NOTE&nbsp;:''' Cette option est disponible seulement pour les champs personnalisés de transaction.
+'''NOTE:''' This option is only available for transaction type customized fields.
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Permet de nommer le champ personnalisé.
+<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows you to name the customized field.
 |
-<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Permet de choisir si la réponse au champ personnalisé doit être du texte ou une liste de choix.
+<span style="color: rgb(255, 0, 0);">'''H:'''</span> Allows you to choose whether the answer to the customized field must be text or list of choices.
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Si l'option «&nbsp;Liste de choix&nbsp;» est cochée en <span style="color: rgb(255, 0, 0);">'''H'''</span>, choisir si la liste de choix doit être prédéfinie ou si elle peut être modifiable.
+<span style="color: rgb(255, 0, 0);">'''I:'''</span> If option "List of choices" is checked at <span style="color: rgb(255, 0, 0);">'''H'''</span>, choose whether the list of choices must be predefined or modifiable.
 |
-<span style="color: rgb(255, 0, 0);">'''J&nbsp;:'''</span> Si l'option «&nbsp;Liste de choix&nbsp;» est cochée en <span style="color: rgb(255, 0, 0);">'''H'''</span> et que l'option «&nbsp;Prédéfinie&nbsp;» est choisie en <span style="color: rgb(255, 0, 0);">'''I'''</span>, inscrire ici les choix de réponses qui seront disponibles.
+<span style="color: rgb(255, 0, 0);">'''J:'''</span> If option "List of choices" is checked at <span style="color: rgb(255, 0, 0);">'''H'''</span> and that option "Predefined" is chosen at <span style="color: rgb(255, 0, 0);">'''I'''</span>, enter here the answer choices that will be available.
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''K&nbsp;:'''</span> Après avoir spécifié toutes les informations, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''K:'''</span> After specifying the information, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.
 | <br>
@@ Line 149: / Line 149: @@
 <br>
-=== Type «&nbsp;numérique&nbsp;»  ===
+=== "Numeric" Type  ===
-Un champ personnalisé de type «&nbsp;numérique&nbsp;» est un champ dont la réponse peut être un montant d'argent, un pourcentage ou une quantité.<br>
+A "Numeric" type customized field is a field for which the answer is an amount of money, a percentage or a quantity.<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Après avoir double-cliqué sur la ligne d'un champ personnalisé de type «&nbsp;numérique&nbsp;» en '''<span style="color: rgb(255, 0, 0);">E</span>''' de [[#ConfigurationChampPerso|cette fenêtre]], la fenêtre suivante s'ouvre, afin d'ajouter ou de modifier un champ.
+After double-clicking on the line of a "Numeric" type customized field at '''<span style="color: rgb(255, 0, 0);">E</span>''' of [[#ConfigurationCustomField|this window]], the following window opens to add or modify a field.
 |-
@@ Line 162: / Line 162: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Indique où le champ peut ou pourra être utilisé dans '''''ProDon'''''. (Par exemple&nbsp;: «&nbsp;Gestion des clients&nbsp;», transactions, dépenses, etc.). Pour savoir comment créer un champ pour une autre gestion, voir les lettres <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> et <span style="color: rgb(255, 0, 0);">'''C'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Indicates where the field may be used in '''''ProDon''''' (For instance: "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see '''points''' <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> and <span style="color: rgb(255, 0, 0);">'''C'''</span> of [[#ConfigurationCustomField|this window]].<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Indique le type du champ personnalisé («&nbsp;texte&nbsp;», «&nbsp;numérique&nbsp;», «&nbsp;date et heure&nbsp;» ou «&nbsp;oui/non&nbsp;»). Le type n'est pas modifiable à partir de cette fenêtre. Pour savoir comment modifier le type de champ, voir les lettres <span style="color: rgb(255, 0, 0);">'''E'''</span> et <span style="color: rgb(255, 0, 0);">'''F'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> Indicates the type of customized field ("Text", "Numeric", "Date and time" or "Yes/No"). The type is not modifiable from this window. To learn how to modify the type of field, see '''points''' <span style="color: rgb(255, 0, 0);">'''E'''</span> and <span style="color: rgb(255, 0, 0);">'''F'''</span> of [[#ConfigurationCustomField|this window]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'activer et désactiver le champ personnalisé. Si la case est cochée, le champ personnalisé est actif.
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to activate or deactivate the customized field. If the checkbox is checked, the customized field is active.
-'''NOTE&nbsp;:''' Lorsqu'un champ personnalisé est inactif, il ne peut plus être utilisé.<br>
+'''NOTE:''' When a customized field is inactive, it can no longer be used.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans la grille de gestion.
+<span style="color: rgb(255, 0, 0);">'''D:'''</span> Displays the customized field in the management grid.
-'''NOTE&nbsp;:''' Pour que le champ personnalisé soit affiché dans la grille de gestion, il faut ajouter le champ à la vue de la bonne grille de gestion en plus de cocher cette case. Pour savoir comment modifier une vue, consulter [[Fonctions communes:Gestion des vues|ce document]].<br>
+'''NOTE:''' In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see [[Common functions:View Management|this document]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de rendre le champ personnalisé obligatoire. <br>
+<span style="color: rgb(255, 0, 0);">'''E'''</span><span style="color: rgb(255, 0, 0);">''':'''</span> Allows you to make the customized field mandatory. <br>
 |
-<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans un rapport.
+<span style="color: rgb(255, 0, 0);">'''F:'''</span> Displays the customized field in a report.
-'''NOTE&nbsp;:''' Cette option est disponible seulement pour les champs personnalisés de transaction. <br>
+'''NOTE:''' This option is only available for transaction type customized fields. <br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Permet de nommer le champ personnalisé.
+<span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows you to name the customized field.
 |
-<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Le bouton «&nbsp;Formats&nbsp;» permet de déterminer quel format le champ personnalisé «&nbsp;numérique&nbsp;» aura (argent, pourcentage ou quantité). Le bouton «&nbsp;?&nbsp;» permet d'avoir plus d'informations sur les différents formats numériques.
+<span style="color: rgb(255, 0, 0);">'''H:'''</span> The&nbsp;[[Image:Formats button.png]] button allows you to determine which format the "Numeric" type customized field will have (money, percentage or quantity). The&nbsp;[[Image:Bouton point interrogation.png]] button allows you to have more information about the different numeric formats.
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span>&nbsp;Indique le format choisi. Dans cet exemple, il s'agit d'un format «&nbsp;Quantité&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''I:'''</span> Indicates the selected format. In this example, it is a "Quantity" format.
 |
-<span style="color: rgb(255, 0, 0);">'''J&nbsp;:'''</span> Après avoir spécifié toutes les informations, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''J:'''</span> After specifying all information, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.
 |}
@@ Line 205: / Line 205: @@
 <br>
-=== Type «&nbsp;date et heure&nbsp;»  ===
+=== "Date and time" Type&nbsp;  ===
-Un champ personnalisé de type «&nbsp;date et heure&nbsp;» est un champ dont la réponse peut être une date, une heure ou une date et une heure.<br>
+A "Date and time" type customized field is a field for which the response is a date, a time or a date and a time.<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Après avoir double-cliqué sur la ligne d'un champ personnalisé de type «&nbsp;date et heure&nbsp;» en '''<span style="color: rgb(255, 0, 0);">E</span>''' de [[#ConfigurationChampPerso|cette fenêtre]], la fenêtre suivante s'ouvre, afin d'ajouter ou de modifier un champ.
+After double-clicking on the line of a "Date and time" type customized field at '''<span style="color: rgb(255, 0, 0);">E</span>''' of [[#ConfigurationCustomField|this window]], the following window opens to add or modify a field.
 |-
@@ Line 218: / Line 218: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Indique où le champ peut ou pourra être utilisé dans '''''ProDon'''''. (Par exemple&nbsp;: «&nbsp;Gestion des clients&nbsp;», transactions, dépenses, etc.). Pour savoir comment créer un champ pour une autre gestion, voir les lettres <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> et <span style="color: rgb(255, 0, 0);">'''C'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Indicates where the field can be used in '''''ProDon''''' (For instance, "Client, Transaction, Expenditure management", etc.). To learn how to create a field for another management, see '''points''' <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> and <span style="color: rgb(255, 0, 0);">'''C'''</span> of [[#ConfigurationCustomField|this window]].<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Indique le type du champ personnalisé («&nbsp;texte&nbsp;», «&nbsp;numérique&nbsp;», «&nbsp;date et heure&nbsp;» ou «&nbsp;oui/non&nbsp;»). Le type n'est pas modifiable à partir de cette fenêtre. Pour savoir comment modifier le type de champ, voir les lettres <span style="color: rgb(255, 0, 0);">'''E'''</span> et <span style="color: rgb(255, 0, 0);">'''F'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> Indicates the type of customized field ("Text", "Numeric", "Date and Time" or "Yes/No").The type is not modifiable from this window. To learn how to modify the field type, see '''points''' <span style="color: rgb(255, 0, 0);">'''E'''</span> and <span style="color: rgb(255, 0, 0);">'''F'''</span> of [[#ConfigurationCustomField|this window]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'activer et désactiver le champ personnalisé. Si la case est cochée, le champ personnalisé est actif.
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active.
-'''NOTE&nbsp;:''' Lorsqu'un champ personnalisé est inactif, il ne peut plus être utilisé.<br>
+'''NOTE:''' When a customized field is inactive, it can no longer be used.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans la grille de gestion.
+<span style="color: rgb(255, 0, 0);">'''D:'''</span> Displays the customized field in the management grid.
-'''NOTE&nbsp;:''' Pour que le champ personnalisé soit affiché dans la grille de gestion, il faut ajouter le champ à la vue de la bonne grille de gestion en plus de cocher cette case. Pour savoir comment modifier une vue, consulter [[Fonctions communes:Gestion des vues|ce document]].<br>
+'''NOTE:''' In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid in addition to checking this checkbox. To learn how to modify a view, see [[Common functions:View Management|this document]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de rendre le champ personnalisé obligatoire. <br>
+<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to make the field mandatory. <br>
 |
-<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Permet de nommer le champ personnalisé.<br>
+<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows you to name the customized field.<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''G&nbsp;:'''</span> Le bouton «&nbsp;Formats&nbsp;» permet de déterminer quel format le champ personnalisé «&nbsp;date et heure&nbsp;» aura (date, heure, date et heure).
+<span style="color: rgb(255, 0, 0);">'''G:'''</span> The [[Image:Formats button.png]] button allows you to determine which format the "Date and time" type customized field will have (date, time , date and time).
-Le bouton «&nbsp;?&nbsp;» permet d'avoir plus d'informations sur les différents formats de date et heure.<br>
+The [[Image:Bouton point interrogation.png]] button allows you to get more information on the different date and time formats.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''H&nbsp;:'''</span> Indique le format choisi. Dans cet exemple, il s'agit d'un format «&nbsp;Quantité&nbsp;».<br>
+<span style="color: rgb(255, 0, 0);">'''H:'''</span> Indicates the selected format. In this example, it is a "Quantity" format.<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''I&nbsp;:'''</span> Après avoir spécifié toutes les informations, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;». <br>
+<span style="color: rgb(255, 0, 0);">'''I:'''</span> After specifying all information, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button. <br>
 | <br>
@@ Line 259: / Line 259: @@
 <br>
-=== Type «&nbsp;oui/non&nbsp;»  ===
+=== "Yes/No" Type&nbsp;  ===
-Un champ personnalisé de type «&nbsp;oui/non&nbsp;» se présente sous forme de case à cocher.<br>
+A "Yes/No" type customized field is presented in the form of a checkbox.<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Après avoir double-cliqué sur la ligne d'un champ personnalisé de type «&nbsp;oui/non&nbsp;» en '''<span style="color: rgb(255, 0, 0);">E</span>''' de [[#ConfigurationChampPerso|cette fenêtre]], la fenêtre suivante s'ouvre, afin d'ajouter ou de modifier un champ.
+After double-clicking on the line of a "Yes/No" type customized field at '''<span style="color: rgb(255, 0, 0);">E</span>''' of [[#ConfigurationCustomField|this window]], this window opens to add or modify a field.
 |-
@@ Line 272: / Line 272: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Indique où le champ peut ou pourra être utilisé dans '''''ProDon'''''. (Par exemple&nbsp;: «&nbsp;Gestion des clients&nbsp;», transactions, dépenses, etc.). Pour savoir comment créer un champ pour une autre gestion, voir les lettres <span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> et <span style="color: rgb(255, 0, 0);">'''C'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Indicates where the field can be used in '''''ProDon''''' (For instance: "Client, Transaction, Expenditure management" etc.). To learn how to create a field for another management, see '''points '''<span style="color: rgb(255, 0, 0);">'''A'''</span>, <span style="color: rgb(255, 0, 0);">'''B'''</span> and <span style="color: rgb(255, 0, 0);">'''C'''</span> of [[#ConfigurationCustomField|this window]].<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Indique le type du champ personnalisé («&nbsp;texte&nbsp;», «&nbsp;numérique&nbsp;», «&nbsp;date et heure&nbsp;» ou «&nbsp;oui/non&nbsp;»). Le type n'est pas modifiable à partir de cette fenêtre. Pour savoir comment modifier le type de champ, voir les lettres <span style="color: rgb(255, 0, 0);">'''E'''</span> et <span style="color: rgb(255, 0, 0);">'''F'''</span> de [[#ConfigurationChampPerso|cette fenêtre]].<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> Indicates the type of customized field ("Text", "Numeric", "Date and time" or "Yes/No"). The type is not modifiable from this window. To learn how to modify the field type, see '''points''' <span style="color: rgb(255, 0, 0);">'''E'''</span> and <span style="color: rgb(255, 0, 0);">'''F'''</span> of [[#ConfigurationCustomField|this window]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Permet d'activer et désactiver le champ personnalisé. Si la case est cochée, le champ personnalisé est actif.
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to activate and deactivate the customized field. If the checkbox is checked, the customized field is active.
-'''NOTE&nbsp;:''' Lorsqu'un champ personnalisé est inactif, il ne peut plus être utilisé.
+'''NOTE:''' When the customized field is inactive, it can no longer be used.
 |
-<span style="color: rgb(255, 0, 0);">'''D&nbsp;:'''</span> Permet d'afficher le champ personnalisé dans la grille de gestion.
+<span style="color: rgb(255, 0, 0);">'''D:'''</span> Displays the customized field in the management grid.
-'''NOTE&nbsp;:''' Pour que le champ personnalisé soit affiché dans la grille de gestion, il faut ajouter le champ à la vue de la bonne grille de gestion, en plus de cocher cette case. Pour savoir comment modifier une vue, consulter [[Fonctions communes:Gestion des vues|ce document]].<br>
+'''NOTE:''' In order for the customized field to be displayed in the management grid, you must add the field to the view of the right management grid, in addition to checking this checkbox. To learn how to modify a view, see [[Common functions:View Management|this document]].<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''E&nbsp;:'''</span> Permet de nommer le champ personnalisé.<br>
+<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows you to name the customized field.<br>
 |
-<span style="color: rgb(255, 0, 0);">'''F&nbsp;:'''</span> Après avoir spécifié toutes les informations, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''F:'''</span> After specifying all information, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button.
 |}
 <br>
-== Utilisation des champs personnalisés  ==
+== Using Customized Fields  ==
-Les champs personnalisés sont disponibles dans plusieurs gestions de '''''ProDon'''''. Ils peuvent être utilisés et consultés à partir de&nbsp;: <br>
+Customized fields are available in many managements of '''''ProDon'''''. They can be used and viewed from:: <br>
-*[[ProDon:Configuration de champs personnalisés#.C3.80_partir_de_la_.C2.AB.C2.A0Gestion_des_clients.C2.A0.C2.BB|La «&nbsp;Gestion des clients&nbsp;»]]
+*[[ProDon:Customized Field Configuration#From_the_.22Client_management.22.C2.A0|The "Client management"]]
-*[[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_d.27occasion_de_dons_ou_d.27activit.C3.A9_d.27occasion_de_dons|Une fiche d'ajout d'occasion de dons ou d'activité d'occasion de dons]]
+*[[ProDon:Customized Field Configuration#From_the_Addition_File_of_a_Donation_Occasion_or_a_Donation_Occasion_Activity|The "Addition of a Donation Occasion or a Donation Occasion Activity"]]
-*[[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_de_transaction|Une fiche d'ajout d'une transaction]]
+*[[ProDon:Customized Field Configuration#From_the_Addition_File_of_a_Transaction|The "Addition File of a Transaction"]]<br>
-*[[ProDon:Configuration de champs personnalisés#.C3.80_partir_de_.C2.AB.C2.A0Analyse_et_historique.C2.A0.C2.BB|À partir de « Analyse et historique »]]<br>
+*[[ProDon:Customized Field Configuration#From_the_.22Analysis_and_history.22|The "Analysis and History"]]
-*[[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_de_d.C3.A9pense|Une fiche d'ajout de dépense]]
+*[[ProDon:Customized Field Configuration#From_the_Addition_File_of_an_Expenditure.C2.A0|The "Addition File of an Expenditure"]]
 <br>
-'''NOTE&nbsp;:''' Un champ personnalisé de transaction doit d'abord être activé dans une occasion de dons ou une activité d'occasion de dons avant de pouvoir être utilisé dans une transaction. Si le champ n'a pas été activé dans l'occasion ou l'activité, il n'apparaîtra simplement pas lors de la saisie de la transaction.<br>
+'''NOTE:''' A transaction customized field must first be activated in a donation occasion or in a donation occasion activity prior to using it in a transaction. If the field has not been activated in the donation occasion or activity, it will simply not appear during the transaction entry.<br>
 <br>
-=== À partir de la «&nbsp;Gestion des clients&nbsp;»  ===
+=== From the "Client management"&nbsp;  ===
-Pour utiliser un champ personnalisé à partir de la «&nbsp;Gestion des clients&nbsp;», il faut se rendre dans une fiche client.
+To use a customized field from the "Client management", you must first go to a client file.
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour ce faire, à partir de la page d'accueil du logiciel, cliquer sur le menu «&nbsp;Clients&nbsp;», puis choisir «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;».<br>
+To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Client button (colour).png]] Clients".<br>
 |-
@@ Line 333: / Line 333: @@
 |-
 | colspan="2" |
-Après avoir cliqué sur «&nbsp;[[Image:Bouton client couleur.png]] Clients&nbsp;», la fenêtre suivante s'ouvre.<br>
+After clicking on "[[Image:Client button (colour).png]] Clients", this window opens.<br>
 |-
@@ Line 339: / Line 339: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher, à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]], le client pour lequel une information doit être spécifiée dans un champ personnalisé.<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search, using the [[Common functions:Search Bar|search bar]], the client for whom a piece of information must be specified in a customized field.<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Pour ouvrir la fiche du client, double-cliquer sur la bonne ligne.<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> To open the client file, double-click on the corresponding line.<br>
 |-
 |
-<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Voici des exemples de champs personnalisés visibles dans la grille de gestion. Pour savoir comment afficher des champs personnalisés dans un grille de gestion, consulter le document «&nbsp;[[Fonctions communes:Gestion des vues|Gestion des vues]]&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''C:'''</span> Here are a few examples of customized fields visible in the management grid. To learn how to display customized fields in the management grid, see the [[Common functions:View Management|"View management"]] document.
 |
-'''NOTE&nbsp;:''' Dans la «&nbsp;Gestion des clients&nbsp;», il est possible d'afficher seulement les champs personnalisés de clients.
+'''NOTE:''' In the "Client management", it is possible to display only the clients' customized fields.
 |}
@@ Line 358: / Line 358: @@
 |-
 | colspan="2" |
-Après avoir double-cliqué sur la ligne du client pour lequel une information doit être spécifiée dans un champ personnalisé, la fenêtre suivante s'ouvre.
+After doucle-clicking on the line of the client for whom a piece of information must be specified in a customized field, this window opens.
 |-
@@ Line 364: / Line 364: @@
 |-
 | colspan="2" |
-Tous les champs personnalisés de client apparaîssent dans l'onglet «&nbsp;9-Champs pers.&nbsp;». Cocher les cases ou spécifier la bonne information dans les champs.
+All client customized fields appear under the "9-Cust. Field" tab. Check the checkboxes or specify the right information in the fields.
 |}
@@ Line 370: / Line 370: @@
 <br>
-=== À partir d'une fiche d'ajout d'occasion de dons ou d'activité d'occasion de dons  ===
+=== From the Addition File of a Donation Occasion or a Donation Occasion Activity  ===
-Les fiches d'ajout d'occasion de dons ou d'activité d'occasion de dons permettent simplement d'activer un champ personnalisé, afin qu'il apparaisse lors de la saisie d'une transaction, si cette occasion/activité est sélectionnée dans la transaction.<br>
+The addition files of donation occasions or donation occasion acitivities simply allow you to activate a customized field, so it appears during transaction entry, if this donation occasion/activity is selected in the transaction.<br>
-Pour activer un champ personnalisé à partir d'une fiche d'ajout d'occasion de dons ou d'activité d'occasion de dons, se rendre dans la «&nbsp;Gestion des occasions de dons&nbsp;».<br>
+To activate a customized field from the addition file of a donation occasion or donation occasion activity, go to the "Donation occasion management".<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour ce faire, à partir de la page d'accueil du logiciel, cliquer sur le menu «&nbsp;Transactions&nbsp;», puis choisir «&nbsp;[[Image:Bouton Occasion de dons.png]] Occasions de dons&nbsp;».<br>
+To do so, from the software home page, click on the "Transactions" menu, then select "[[Image:Bouton Occasion de dons.png]] Donations occasions".<br>
 |-
@@ Line 390: / Line 390: @@
 |-
 | colspan="2" |
-Après avoir cliqué sur «&nbsp;[[Image:Bouton Occasion de dons.png]] Occasions de dons&nbsp;», la fenêtre suivante s'ouvre.<br>
+After clicking on " [[Image:Bouton Occasion de dons.png]] Donation occasions", this window opens.<br>
 |-
@@ Line 396: / Line 396: @@
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Rechercher, à l'aide de la [[Fonctions communes:Barre de recherche|barre de recherche]], l'occasion de dons pour laquelle un champ personnalisé doit être activé.<br>
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Search, using the [[Common functions:Search Bar|search bar]], the donation occasion for which a customized field must be activated.<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Double-cliquer sur l'occasion de dons pour laquelle un champ personnalisé doit être activé.<br>
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> Double-click on the donation occasion for which a customized field must be activated.<br>
 |}
@@ Line 408: / Line 408: @@
 |-
 | colspan="2" |
-Après avoir double-cliqué sur l'occasion de dons pour laquelle un champ personnalisé doit être activé, la fenêtre suivante s'ouvre.<br>
+After double-clicking on the donation occasion for which a customized field must be activated, this window opens.<br>
 |-
-| colspan="2" | [[Image:Customized_Field_Configuration_012.png]]
+| colspan="2" | [[Image:Customized Field Configuration 012.png]]
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Dans l'onglet «&nbsp;Champs pers.&nbsp;», il s'agit de la liste de tous les champs personnalisés de transaction existants. Pour en activer un, cliquer simplement dans la case à cocher.
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Under the "Cust. Field" tab, this is the list of all existing transaction type customized fields. To activate one, simply click in the checkbox.
-'''NOTE&nbsp;:''' Pour créer un nouveau champ personnalisé de transaction ou en modifier un déjà existant, consulter [[ProDon:Configuration de champs personnalisés#Configuration_de_champs_personnalis.C3.A9s|cette section]].<br>
+'''NOTE:''' To create a new transaction customized field or to modify an existing one, see [[ProDon:Customized Field Configuration#Configuration_of_Customized_Fields|this section]].<br>
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> Pour activer un champ personnalisé pour une activité d'occasion de dons, double-cliquer sur l'activité pour laquelle un champ personnalisé doit être activé.
+<span style="color: rgb(255, 0, 0);">'''B:'''</span> To activate a customized field for a donation occasion activity, double-click on the activity for which a customized field must be created.
 |}
@@ Line 428: / Line 428: @@
 |-
 | colspan="2" |
-Après avoir cliqué sur l'activité d'occasion de dons pour laquelle un champ personnalisé doit être activé, la fenêtre suivante s'ouvre.<br>
+After clicking on the donation occasion activity for which a customized field must be activated, this window opens.<br>
 |-
-| colspan="2" | [[Image:Customized_Field_Configuration_013.png]]
+| colspan="2" | [[Image:Customized Field Configuration 013.png]]
 |-
 | colspan="2" |
-Dans l'onglet «&nbsp;Champs pers.&nbsp;», il s'agit de la liste de tous les champs personnalisés de transaction déjà créés. Pour en activer un, cliquer simplement dans la case à cocher. Pour en créer de nouveaux ou en modifier un déjà existant, consulter [[ProDon:Configuration de champs personnalisés#Configuration_de_champs_personnalis.C3.A9s|cette section]].
+Under the "Cust. Field" tab, is the list of all existing transaction customized fields. To activate one, simply click in the checkbox. To create new ones or to modify an existing one, see [[ProDon:Customized Field Configuration#Configuration_of_Customized_Fields|this section]].
 |}
 <br>
-=== À partir d'une fiche d'ajout de transaction  ===
+=== From the Addition File of a Transaction  ===
-Pour utiliser un champ personnalisé à partir d'une fiche d'ajout de transaction, il faut créer une transaction pour un client.<br>
+To use a customized field from the addition file of a transaction, you must create a transaction for a client.<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour savoir comment créer une transaction pour un client, consulter le document «&nbsp;[[ProDon:Saisie de transactions|Saisie de transactions]]&nbsp;».
+To learn how to create a transaction for a client, see the [[ProDon:Transaction Logging|"Transaction Logging"]] document.
 |-
-| colspan="2" | [[Image:Customized_Field_Configuration_014.png]]
+| colspan="2" | [[Image:Customized Field Configuration 014.png]]
 |-
 | colspan="2" |
-Après avoir choisi l'occasion de dons et/ou l'activité d'occasion de dons, si un champ personnalisé a été activé dans cette occasion/activité, un champ personnalisé apparaît dans le bas de la fiche.
+After selecting the donation occasion and/or the donation occasion activity, if a customized field has been activated in this donation occasion/activity, a customized field appears at the bottom of the file.
-'''NOTE&nbsp;:''' Pour savoir comment activer un champ personnalisé dans une occasion/activité, consulter [[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_d.27occasion_de_dons_ou_d.27activit.C3.A9_d.27occasion_de_dons|cette section]].<br>
+'''NOTE:''' To learn how to activate a customized field in a donation occasion/activity, see [[ProDon:Customized Field Configuration#From_the_Addition_File_of_a_Donation_Occasion_or_a_Donation_Occasion_Activity|this section]].<br>
 |}
 <br>
-=== À partir de «&nbsp;Analyse et historique&nbsp;»  ===
+=== From the "Analysis and history"  ===
-«&nbsp;Analyse et historique&nbsp;» permet de consulter les champs personnalisés de transaction, qui ont été complétés lors de l'[[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_de_transaction|ajout de la transaction]].
+The "Analysis and History" allows you to view the transaction customized fields that were completed when [[ProDon:Customized Field Configuration#From_the_Addition_File_of_a_Transaction|adding the transaction]].&nbsp;
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour se rendre dans «&nbsp;Analyse et historique&nbsp;», à partir de la page d'accueil du logiciel, cliquer sur le menu «&nbsp;Analyse&nbsp;», puis choisir «&nbsp;[[Image:Bouton analyse et historique.png]] Analyse et historique&nbsp;».<br>
+To go to the "Analysis and History" from the software home page, click on the "Analysis" menu, then select "[[Image:Button analysis and history.png]] Analysis and History".<br>
 |-
-| colspan="2" |
+| colspan="2" | [[Image:Customized Field Configuration 015.png]]
 |}
@@ Line 479: / Line 479: @@
 |-
 | colspan="2" |
-Après avoir cliqué sur «&nbsp;[[Image:Bouton analyse et historique.png]] Analyse et historique&nbsp;», la fenêtre suivante s'ouvre.<br>
+After clicking on "[[Image:Button analysis and history.png]] Analysis and History", this window opens.<br>
 |-
-| colspan="2" |
+| colspan="2" | [[Image:Customized Field Configuration 016.png]]
 |-
 | width="50%" |
-<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Voici un exemple de champ personnalisé visible dans la grille de gestion. Pour savoir comment afficher un champ personnalisé dans un grille de gestion, consulter le document «&nbsp;[[Fonctions communes:Gestion des vues|Gestion des vues]]&nbsp;».
+<span style="color: rgb(255, 0, 0);">'''A:'''</span> Here is an example of customized fields visible in the management grid.To learn how to display customized fields in a management grid, see the [[Common functions:View Management|"View Management"]] document.
 | width="50%" |
-'''NOTE&nbsp;:''' Dans «&nbsp;Analyse et historique&nbsp;», il est possible d'afficher seulement les champs personnalisés de transactions.
+'''NOTE:''' In the "Analysis and History", it is possible to display only the transaction customized fields.
 |}
@@ Line 494: / Line 494: @@
 <br>
-=== À partir d'une fiche d'ajout de dépense  ===
+=== From the Addition File of an Expenditure&nbsp;  ===
-Pour utiliser un champ personnalisé à partir d'une fiche d'ajout de dépense, il faut créer une dépense pour un client.<br>
+To use a customized field from the addition file of an expenditure, you must create an expenditure for the client.<br>
 {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
 | colspan="2" |
-Pour savoir comment créer une dépense pour un client, consulter le document «&nbsp;[[ProDon:Saisie de transactions de dépenses|Saisie de transactions de dépenses]]&nbsp;».<br>
+To learn how to create an expenditure for a client, see the [[ProDon:Transaction Logging|"Transaction Logging"]] document.<br>
 |-
-| colspan="2" |
+| colspan="2" | [[Image:Customized Field Configuration 017.png]]
 |-
 | colspan="2" |
-Pour voir les champs personnalisés de dépenses, aller dans l'onglet «&nbsp;Champs pers.&nbsp;».<br>
+To view the expenditure customized fields, go under the "Cust. Field" tab.<br>
-'''NOTE&nbsp;:'''&nbsp;Tous les champs personnalisés de dépense existants apparaissent ici. Il n'est pas possible de choisir, comme pour un [[ProDon:Configuration de champs personnalisés#.C3.80_partir_d.27une_fiche_d.27ajout_de_transaction|champ personnalisé de transaction]], pour quelle occasion/activité un champ personnalisé de dépense doit apparaître.<br>
+'''NOTE:''' All existing expenditure customized fields are displayed here. It is not possible to choose, as for a [[ProDon:Customized Field Configuration#From_the_Addition_File_of_a_Transaction|transaction customized field]], for which donation occasion/activity an expenditure customized field must be displayed.<br>
 |}
-{{Footer_ProDon}}
+{{Footer_ProDon_Version|4.6.7.24}}<br>