Difference between revisions of "ProDon:Client importation module"
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{{Header_ProDon|22|4.5|Louis-Sébastien Garneau|Jessy Fontaine|2010/05/26}} | {{Header_ProDon|22|4.5|Louis-Sébastien Garneau|Jessy Fontaine|2010/05/26}} | ||
− | == | + | == List of client fields == |
{| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable sortable" | {| width="100%" cellspacing="1" cellpadding="1" border="1" class="wikitable sortable" | ||
|- | |- | ||
− | ! scope="col" | | + | ! scope="col" | Full Label |
− | ! scope="col" | | + | ! scope="col" | Abbreviation 1 |
− | ! scope="col" | | + | ! scope="col" | Abbreviation 2 |
− | ! scope="col" | | + | ! scope="col" | Possible Values |
− | ! width="75" align="center" scope="col" | | + | ! width="75" align="center" scope="col" | Maximum Length |
− | ! width="90" scope="col" | | + | ! width="90" scope="col" | Specific Properties |
|- | |- | ||
− | | | + | | CliAddress |
| CliAdr<br> | | CliAdr<br> | ||
| <br> | | <br> | ||
Line 19: | Line 19: | ||
| align="center" | [[#plusclients|[+]]]<br> | | align="center" | [[#plusclients|[+]]]<br> | ||
|- | |- | ||
− | | | + | | CliAdrRoad<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 26: | Line 26: | ||
| align="center" | [[#1clients|1]]<br> | | align="center" | [[#1clients|1]]<br> | ||
|- | |- | ||
− | | | + | | CliAdrPointCall<br> |
− | | | + | | CliAdrCall<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 33: | Line 33: | ||
| align="center" | [[#1clients|1]]<br> | | align="center" | [[#1clients|1]]<br> | ||
|- | |- | ||
− | | | + | | CliAdrBuilding<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 40: | Line 40: | ||
| align="center" | [[#1clients|1]]<br> | | align="center" | [[#1clients|1]]<br> | ||
|- | |- | ||
− | | | + | | CliAdrComplRoad<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 47: | Line 47: | ||
| align="center" | [[#1clients|1]]<br> | | align="center" | [[#1clients|1]]<br> | ||
|- | |- | ||
− | | | + | | CliAdrBranch<br> |
− | | | + | | CliAdrBranch<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 61: | Line 61: | ||
| align="center" | [[#1clients|1]]<br> | | align="center" | [[#1clients|1]]<br> | ||
|- | |- | ||
− | | | + | | CliAnonymous<br> |
| CliAnony<br> | | CliAnony<br> | ||
| CliAno<br> | | CliAno<br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T '''= Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliTitle<br> |
− | | | + | | CliTitle<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 75: | Line 75: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliBeneficiary<br> |
− | | | + | | CliBenef<br> |
− | | | + | | CliBen<br> |
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 5<br> | | style="text-align: center;" | 5<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliCodeCategory<br> |
| CliCat<br> | | CliCat<br> | ||
| <br> | | <br> | ||
− | | '''Code''' | + | | Existing category '''Code'''<br> |
| style="text-align: center;" | 255<br> | | style="text-align: center;" | 255<br> | ||
| align="center" | [[#etoileclients|[*]]][[#plusclients|, [+]]]<br> | | align="center" | [[#etoileclients|[*]]][[#plusclients|, [+]]]<br> | ||
|- | |- | ||
− | | | + | | CliPostalCode<br> |
− | | | + | | CliPC<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 96: | Line 96: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliSectorCode<br> |
| CliSec<br> | | CliSec<br> | ||
− | | | + | | CliSector<br> |
− | | '''Code''' | + | | Existing sector '''Code'''<br> |
| style="text-align: center;" | 15<br> | | style="text-align: center;" | 15<br> | ||
| align="center" | [[#etoileclients|[*]]]<br> | | align="center" | [[#etoileclients|[*]]]<br> | ||
|- | |- | ||
− | | | + | | CliComments<br> |
| CliCom<br> | | CliCom<br> | ||
| <br> | | <br> | ||
Line 110: | Line 110: | ||
| align="center" | [[#plusclients|[+]]]<br> | | align="center" | [[#plusclients|[+]]]<br> | ||
|- | |- | ||
− | | | + | | CliCompany<br> |
− | | | + | | CliCo<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 117: | Line 117: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliCompanyCont<br> |
− | | | + | | CliCoCont<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 124: | Line 124: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliEmail<br> |
| CliE-Mail<br> | | CliE-Mail<br> | ||
| CliEmail<br> | | CliEmail<br> | ||
Line 131: | Line 131: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliDateDeath<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 138: | Line 138: | ||
| align="center" | [[#2clients|2]]<br> | | align="center" | [[#2clients|2]]<br> | ||
|- | |- | ||
− | | | + | | CliDateBirth<br> |
− | | | + | | CliBirth<br> |
| <br> | | <br> | ||
| '''Date'''<br> | | '''Date'''<br> | ||
Line 145: | Line 145: | ||
| align="center" | [[#2clients|2]]<br> | | align="center" | [[#2clients|2]]<br> | ||
|- | |- | ||
− | | | + | | CliDateRegistration<br> |
− | | | + | | CliDateReg<br> |
| <br> | | <br> | ||
| '''Date'''<br> | | '''Date'''<br> | ||
Line 152: | Line 152: | ||
| align="center" | [[#2clients|2]]<br> | | align="center" | [[#2clients|2]]<br> | ||
|- | |- | ||
− | | | + | | CliDeceased<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty ''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliExcludeMassMailing<br> |
− | | | + | | CliExclude<br> |
| CliExcl<br> | | CliExcl<br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | [[#3clients|3]]<br> | | align="center" | [[#3clients|3]]<br> | ||
|- | |- | ||
− | | | + | | CliGender<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''M''' = | + | | '''M''' = Male<br>'''F''' = Female<br>'''Empty''' = According to title (Mr. = Male / Mrs. = Female)<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliInactive<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No (Empty = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | [[#4clients|4]]<br> | | align="center" | [[#4clients|4]]<br> | ||
|- | |- | ||
− | | | + | | CliLanguage<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''Code''' | + | | Existing language '''Code'''<br> |
| style="text-align: center;" | 2<br> | | style="text-align: center;" | 2<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliDoNotSuggest<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliDoNotCall<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliName<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 208: | Line 208: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliParticle<br> |
| CliPart<br> | | CliPart<br> | ||
| <br> | | <br> | ||
Line 215: | Line 215: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliSuffix<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 222: | Line 222: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliCountry<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 229: | Line 229: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliFirstName<br> |
− | | | + | | CliPre<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 243: | Line 243: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliReasonExclusion<br> |
− | | | + | | CliReason<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 250: | Line 250: | ||
| align="center" | [[#5clients|5]]<br> | | align="center" | [[#5clients|5]]<br> | ||
|- | |- | ||
− | | | + | | CliRecdAnnual<br> |
− | | | + | | CliRecdA<br> |
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty ''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliRecdStatus<br> |
− | | | + | | CliRecdS<br> |
| <br> | | <br> | ||
− | | ''' | + | | '''N''' = Never a receipt for this client<br>'''Empty''' = No |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliWebsite<br> |
| CliWeb<br> | | CliWeb<br> | ||
| <br> | | <br> | ||
Line 271: | Line 271: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliSolicitorCode<br> |
| CliSolCode<br> | | CliSolCode<br> | ||
| <br> | | <br> | ||
− | | '''Code ''' | + | | Existing solicitor '''Code '''<br> |
| style="text-align: center;" | 15<br> | | style="text-align: center;" | 15<br> | ||
| align="center" | [[#6clients|6]]<br> | | align="center" | [[#6clients|6]]<br> | ||
|- | |- | ||
− | | | + | | CliSolicitorName<br> |
− | | | + | | CliSolName<br> |
| <br> | | <br> | ||
− | | ''' | + | | '''Firstname Lastname '''of an existing solicitor.<br>'''Note:''' The use of this field is not recommended.<br>A known issue can arise if there are multiple identical existing solicitors.<br> |
| style="text-align: center;" | 15<br> | | style="text-align: center;" | 15<br> | ||
| align="center" | [[#6clients|6]]<br> | | align="center" | [[#6clients|6]]<br> | ||
|- | |- | ||
− | | | + | | CliIsASolicitor<br> |
− | | | + | | CliIsASol<br> |
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | [[#7clients|7]]<br> | | align="center" | [[#7clients|7]]<br> | ||
|- | |- | ||
− | | | + | | CliSolicitorCodePerso<br> |
| CliSolCodePerso<br> | | CliSolCodePerso<br> | ||
| <br> | | <br> | ||
Line 299: | Line 299: | ||
| align="center" | [[#7clients|7]]<br> | | align="center" | [[#7clients|7]]<br> | ||
|- | |- | ||
− | | | + | | CliSolicitorActiveSince<br> |
− | | | + | | CliSolDateActive<br> |
| <br> | | <br> | ||
| '''Date'''<br> | | '''Date'''<br> | ||
Line 306: | Line 306: | ||
| align="center" | [[#2clients|2]], [[#7clients|7]]<br> | | align="center" | [[#2clients|2]], [[#7clients|7]]<br> | ||
|- | |- | ||
− | | | + | | CliSolicitorInactive<br> |
− | | | + | | CliSolInactive<br> |
| <br> | | <br> | ||
− | | '''N''' | + | | '''N''' or '''F''' = No ('''Empty''' = No)<br>'''Y''' or '''T''' = Yes<br> |
| style="text-align: center;" | 1<br> | | style="text-align: center;" | 1<br> | ||
| align="center" | [[#7clients|7]]<br> | | align="center" | [[#7clients|7]]<br> | ||
|- | |- | ||
− | | | + | | CliSolicitorInactiveSince<br> |
− | | | + | | CliSolDateInactive<br> |
| <br> | | <br> | ||
| '''Date'''<br> | | '''Date'''<br> | ||
Line 320: | Line 320: | ||
| align="center" | [[#2clients|2]], [[#7clients|7]]<br> | | align="center" | [[#2clients|2]], [[#7clients|7]]<br> | ||
|- | |- | ||
− | | | + | | CliPager<br> |
− | | | + | | CliPager<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 327: | Line 327: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliFax<br> |
| CliFax<br> | | CliFax<br> | ||
| <br> | | <br> | ||
Line 334: | Line 334: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliPhoneOffice<br> |
− | | | + | | CliOff<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 341: | Line 341: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliPhoneOfficeExt<br> |
− | | | + | | CliOffExt<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 348: | Line 348: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliPhoneCell<br> |
| CliCell<br> | | CliCell<br> | ||
| <br> | | <br> | ||
Line 355: | Line 355: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliPhoneHome<br> |
− | | | + | | CliRes<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 362: | Line 362: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliTitle<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 369: | Line 369: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliCity<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 376: | Line 376: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | CliCharacteristicLabel<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 383: | Line 383: | ||
| align="center" | [[#8clients|8]]<br> | | align="center" | [[#8clients|8]]<br> | ||
|- | |- | ||
− | | | + | | CliCustomLabel<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 390: | Line 390: | ||
| align="center" | [[#8clients|8]]<br> | | align="center" | [[#8clients|8]]<br> | ||
|- | |- | ||
− | | | + | | MailActSource<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
− | | ''' | + | | Existing '''source'''<br> |
| style="text-align: center;" | 100<br> | | style="text-align: center;" | 100<br> | ||
| align="center" | [[#10clients|10]]<br> | | align="center" | [[#10clients|10]]<br> | ||
|- | |- | ||
− | | | + | | MailActivityCode<br> |
− | | | + | | MailAct<br> |
− | | | + | | MailActivity<br> |
− | | '''Code''' | + | | Existing activity '''Code'''<br> |
| style="text-align: center;" | 15<br> | | style="text-align: center;" | 15<br> | ||
| align="center" | [[#etoileclients|[*]]], [[#9clients|9]]<br> | | align="center" | [[#etoileclients|[*]]], [[#9clients|9]]<br> | ||
|- | |- | ||
− | | | + | | MailOccasionCode<br> |
− | | | + | | MailOcc<br> |
− | | | + | | MailOccasion<br> |
− | | '''Code''' | + | | Existing occasion '''Code'''<br> |
| style="text-align: center;" | 15<br> | | style="text-align: center;" | 15<br> | ||
| align="center" | [[#etoileclients|[*]]]<br> | | align="center" | [[#etoileclients|[*]]]<br> | ||
|- | |- | ||
− | | | + | | MailRegDate<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 418: | Line 418: | ||
| align="center" | [[#2clients|2]]<br> | | align="center" | [[#2clients|2]]<br> | ||
|- | |- | ||
− | | | + | | MailActDesc<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 425: | Line 425: | ||
| align="center" | [[#9clients|9]]<br> | | align="center" | [[#9clients|9]]<br> | ||
|- | |- | ||
− | | | + | | MailOccasionDesc<br> |
| <br> | | <br> | ||
| <br> | | <br> | ||
Line 432: | Line 432: | ||
| align="center" | <br> | | align="center" | <br> | ||
|- | |- | ||
− | | | + | | MailResponse<br> |
− | | | + | | MailResp<br> |
| <br> | | <br> | ||
− | | ''' | + | | Existing solicitation '''response'''<br> |
| style="text-align: center;" | 100<br> | | style="text-align: center;" | 100<br> | ||
| align="center" | <br> | | align="center" | <br> | ||
|} | |} | ||
− | '''{{Anchor|[+]|plusclients}}''' : | + | '''{{Anchor|[+]|plusclients}}''' : If the symbol [+] is added to the end of the label, the imported data will be added to the existing information in the database. Otherwise, the imported data will replace the existing information. |
− | '''{{Anchor|[*]|etoileclients}}''' : | + | '''{{Anchor|[*]|etoileclients}}''' : If the symbol [*] is added to the end of the label, the code will be created if it does not already exist. |
− | '''{{Anchor|1|1clients}}''' : | + | '''{{Anchor|1|1clients}}''' : To use this field, you must select the option "Use the address pad rather than the standard address import." |
− | '''{{Anchor|2|2clients}}''' : | + | '''{{Anchor|2|2clients}}''' : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored |
− | '''{{Anchor|3|3clients}}''' : | + | '''{{Anchor|3|3clients}}''' : The mass mailing exclusion date is always the current date. |
− | '''{{Anchor|4|4clients}}''' : | + | '''{{Anchor|4|4clients}}''' : If the "CliInactive" column exists, its value will always be applied. If the column does not exist, the client will be inactive if it has a date of death or if there is an "O" or "V" in the CliDeceased column. |
− | '''{{Anchor|5|5clients}}''' : | + | '''{{Anchor|5|5clients}}''' : This value will be processed only if the client is excluded from mass mailing. |
− | '''{{Anchor|6|6clients}}''' : | + | '''{{Anchor|6|6clients}}''' : Enables you to define the solicitor assigned to the client. Be careful to not confuse with '''7'''. |
− | '''{{Anchor|7|7clients}}''' : | + | '''{{Anchor|7|7clients}}''' : Enables you to specify the information of a client that is a solicitor. Be careful to not confuse with '''6'''. |
− | '''{{Anchor|8|8clients}}''' : | + | '''{{Anchor|8|8clients}}''' : For custom values and characteristics, it is necessary to specify the label defined in ProDon using the prefix "Cli" and only letters and/or numbers (no spaces). For example, a field named "% people" would become CliDPeople. |
{| width="635" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="635" cellspacing="1" cellpadding="1" border="1" class="wikitable" |
Revision as of 15:01, 25 October 2010
List of client fields
Full Label | Abbreviation 1 | Abbreviation 2 | Possible Values | Maximum Length | Specific Properties |
---|---|---|---|---|---|
CliAddress | CliAdr |
|
|
150 |
[+] |
CliAdrRoad |
|
|
|
100 |
1 |
CliAdrPointCall |
CliAdrCall |
|
|
100 |
1 |
CliAdrBuilding |
|
|
|
100 |
1 |
CliAdrComplRoad |
|
|
|
100 |
1 |
CliAdrBranch |
CliAdrBranch |
|
|
100 |
1 |
CliCedex |
|
|
|
100 |
1 |
CliAnonymous |
CliAnony |
CliAno |
N or F = No (Empty = No) Y or T = Yes |
1 |
|
CliTitle |
CliTitle |
|
|
50 |
|
CliBeneficiary |
CliBenef |
CliBen |
N or F = No (Empty = No) Y or T = Yes |
5 |
|
CliCodeCategory |
CliCat |
|
Existing category Code |
255 |
[*], [+] |
CliPostalCode |
CliPC |
|
|
15 |
|
CliSectorCode |
CliSec |
CliSector |
Existing sector Code |
15 |
[*] |
CliComments |
CliCom |
|
|
5000 |
[+] |
CliCompany |
CliCo |
|
|
100 |
|
CliCompanyCont |
CliCoCont |
|
|
100 |
|
CliEmail |
CliE-Mail |
CliEmail |
|
100 |
|
CliDateDeath |
|
|
Date |
10 |
2 |
CliDateBirth |
CliBirth |
|
Date |
10 |
2 |
CliDateRegistration |
CliDateReg |
|
Date |
10 |
2 |
CliDeceased |
|
|
N or F = No (Empty = No) Y or T = Yes |
1 |
|
CliExcludeMassMailing |
CliExclude |
CliExcl |
N or F = No (Empty = No) Y or T = Yes |
1 |
3 |
CliGender |
|
|
M = Male F = Female Empty = According to title (Mr. = Male / Mrs. = Female) |
1 |
|
CliInactive |
|
|
N or F = No (Empty = No) Y or T = Yes |
1 |
4 |
CliLanguage |
|
|
Existing language Code |
2 |
|
CliDoNotSuggest |
|
|
N or F = No (Empty = No) Y or T = Yes |
1 |
|
CliDoNotCall |
|
|
N or F = No (Empty = No) Y or T = Yes |
1 |
|
CliName |
|
|
|
100 |
|
CliParticle |
CliPart |
|
|
15 |
|
CliSuffix |
|
|
|
50 |
|
CliCountry |
|
|
|
40 |
|
CliFirstName |
CliPre |
|
|
100 |
|
CliProvince |
CliProv |
CliPro |
|
25 |
|
CliReasonExclusion |
CliReason |
|
|
100 |
5 |
CliRecdAnnual |
CliRecdA |
|
N or F = No (Empty = No) Y or T = Yes |
1 |
|
CliRecdStatus |
CliRecdS |
|
N = Never a receipt for this client Empty = No |
1 |
|
CliWebsite |
CliWeb |
|
|
100 |
|
CliSolicitorCode |
CliSolCode |
|
Existing solicitor Code |
15 |
6 |
CliSolicitorName |
CliSolName |
|
Firstname Lastname of an existing solicitor. Note: The use of this field is not recommended. A known issue can arise if there are multiple identical existing solicitors. |
15 |
6 |
CliIsASolicitor |
CliIsASol |
|
N or F = No (Empty = No) Y or T = Yes |
1 |
7 |
CliSolicitorCodePerso |
CliSolCodePerso |
|
|
25 |
7 |
CliSolicitorActiveSince |
CliSolDateActive |
|
Date |
10 |
2, 7 |
CliSolicitorInactive |
CliSolInactive |
|
N or F = No (Empty = No) Y or T = Yes |
1 |
7 |
CliSolicitorInactiveSince |
CliSolDateInactive |
|
Date |
10 |
2, 7 |
CliPager |
CliPager |
|
|
25 |
|
CliFax |
CliFax |
|
|
25 |
|
CliPhoneOffice |
CliOff |
|
|
25 |
|
CliPhoneOfficeExt |
CliOffExt |
|
|
10 |
|
CliPhoneCell |
CliCell |
|
|
25 |
|
CliPhoneHome |
CliRes |
|
|
25 |
|
CliTitle |
|
|
|
150 |
|
CliCity |
|
|
|
50 |
|
CliCharacteristicLabel |
|
|
Variable |
Variable |
8 |
CliCustomLabel |
|
|
Variable |
Variable |
8 |
MailActSource |
|
|
Existing source |
100 |
10 |
MailActivityCode |
MailAct |
MailActivity |
Existing activity Code |
15 |
[*], 9 |
MailOccasionCode |
MailOcc |
MailOccasion |
Existing occasion Code |
15 |
[*] |
MailRegDate |
|
|
Date |
10 |
2 |
MailActDesc |
|
|
|
100 |
9 |
MailOccasionDesc |
|
|
|
100 |
|
MailResponse |
MailResp |
|
Existing solicitation response |
100 |
|
[+] : If the symbol [+] is added to the end of the label, the imported data will be added to the existing information in the database. Otherwise, the imported data will replace the existing information.
[*] : If the symbol [*] is added to the end of the label, the code will be created if it does not already exist.
1 : To use this field, you must select the option "Use the address pad rather than the standard address import."
2 : The date format is determined by the format selected in the import options. Characters that extend beyond the maximum length will be ignored
3 : The mass mailing exclusion date is always the current date.
4 : If the "CliInactive" column exists, its value will always be applied. If the column does not exist, the client will be inactive if it has a date of death or if there is an "O" or "V" in the CliDeceased column.
5 : This value will be processed only if the client is excluded from mass mailing.
6 : Enables you to define the solicitor assigned to the client. Be careful to not confuse with 7.
7 : Enables you to specify the information of a client that is a solicitor. Be careful to not confuse with 6.
8 : For custom values and characteristics, it is necessary to specify the label defined in ProDon using the prefix "Cli" and only letters and/or numbers (no spaces). For example, a field named "% people" would become CliDPeople.
Type |
Valeurs possibles |
Longeur maximale |
---|---|---|
Numérique |
Chiffre uniquement |
|
Texte |
|
255 |
Date et heure |
Format de date tel que specifié dans les options d'importation |
10 |
Vrai/Faux |
N ou F = Non (Vide = Non) O ou V = Oui |
1 |
Liste de choix |
Si la valeur n'existe pas déjà, elle sera automatiquement ajoutée à la liste |
250 |
Liste de choix prédéfinie |
Choix existant dans ProDon |
250 |
Pour ajouter une note, une date de début ou de fin à une caractéristique par une importation, il faut ajouter un suffixe approprié. Les suffixes sont : _note, _début et _fin. Par exemple : CliDIndividus_note. La note peut contenir jusqu'à 255 caractères et les dates doivent correspondre au format spécifié dans les options d'importation. Ces informations sont ignorées si la colonne de base ne contient pas de valeurs (ie CliDIndividus serait vide). Pour pouvoir utiliser les dates de début et fin, il faut aussi que les cases correspondantes soient cochées dans la configuration de la caractéristique.
Si la caractéristique le permet, il est possible d'importer plusieurs valeurs en utilisant le suffixe -1, -2 à la toute fin du libellé. Par exemple : CliDIndividus_note-1.
9 : Ce champ requiert la présence du champ similaire en Occasion.
10 : Utile seulement si vous utilisez l'option « Créer les activités inexistantes ». Il est impossible d'avoir plus d'une provenance pour un code d'activité donné.
Liste des champs contacts
Libellé complet | Abrégé 1 | Abrégé 2 | Valeurs possibles | Longeur maximale | Particularité |
---|---|---|---|---|---|
NoContact | |
|
Numéro de contact existant |
10 |
1 |
ConNom |
|
|
|
100 |
|
ConPrenom |
ConPre |
|
|
100 |
|
ConTéléphoneRésidence | ConRés | |
|
25 | |
ConTéléphoneBureau | ConBur | |
|
25 | |
ConTéléphoneBureauPoste | ConBurPoste | |
|
10 | |
ConTélécopieur | ConFax | |
|
25 | |
ConTéléphoneCellulaire | ConCell | |
|
25 | |
ConTéléavertisseur | ConPaget | |
|
25 | |
ConCourriel | ConE-mail | ConEmail | |
100 | |
ConSiteInternet | ConWeb | |
|
100 | |
ConDateNaissance | ConNais | |
Date |
10 | 2 |
ConAppellation | ConApp | |
|
50 | |
ConTitre | |
|
|
255 | |
ConGenre |
|
|
M = Masculin F = Féminin Vide = Selon appellation (Monsieur = Masculin / Madame = Féminin) |
1 |
|
ConCommentaires |
ConCom |
|
|
5000 |
[+] |
ConOrdre |
|
|
Entre 1 et 10 chiffres |
10 |
3 |
ConOpération |
|
|
A = Ajouter un contact M = Modifier un contact existant D = Détruire un contact existant |
1 |
|
ConLien |
|
|
Code de type de lien existant |
25 |
|
ConLienInverse |
|
|
N ou F = Non (Vide = Non) O ou V = Oui |
1 |
|
ConDateDebut |
|
|
Date |
10 |
2 |
ConDateFin |
|
|
Date |
10 |
2 |
[+] : Si le code [+] est ajouté à la fin du libellé, l'information importée sera ajoutée à l'information déjà présente dans la base de données. Dans le cas contraire, l'information importée remplacera l'information déjà présente.
1 : Champ obligatoire sauf si on ajoute un nouveau contact. En lien avec ConOpération.
2 : Le format de date est dicté par le format choisi dans les options d'importation. Les caractères en trop par rapport à la longueur maximale seront ignorés.
3 : Le comportement de cette valeur est dicté par l'opération indiquée dans ConOpération.
En destruction, l'ordre est inutile. Sinon, une procédure détermine le numéro à utiliser afin d'éviter des incohérences.
En modification, le contact se verra attribuer l'ordre spécifié dans la colonne. Si la colonne est vide ou inexistante, le contact gardera son ordre actuel.
En ajout, le contact se verra attribuer l'ordre spécifié dans la colonne. Si la colonne est vide ou inexistante, le contact se verra attribuer l'ordre 0.
Pour déterminer quel client obtiendra un ordre plutôt qu'un autre ayant le même numéro d'ordre, ProDon utilisera la séquence suivante :
- Les contacts ayant déjà un ordre plus grand que 0 sont attribués en premier
- Si deux contacts obtiennent le même numéro d'ordre, le contact le plus récent conservera son numéro d'ordre
- Les contacts ayant un ordre 0 obtiendront leur ordre en dernier.
Liste des champs liens
Libellé complet | Abrégé 1 | Abrégé 2 | Valeurs possibles | Longeur maximale | Particularité |
---|---|---|---|---|---|
NUC2 | NoClient2 |
NoCli2 |
NUC existant du client à lier |
7 |
|
NoRéférence2 |
Réf2 |
NoRéf2 |
Numéro de référence existant du client à lier |
25 |
|
LienOpération |
|
|
A = Ajouter D = Détruire I = Ignorer |
1 |
|
Lien |
|
|
Code de type de lien existant |
25 |
|
LienInverse |
|
|
N ou F = Non (Vide = Non) O ou V = Oui |
1 |
|
LienType |
|
|
L = Lien (Vide = Lien) C = Contact |
1 |
|
LienDateDébut |
|
|
Date |
10 |
1 |
LienDateFin | |
|
Date |
10 | 1 |
LienNote | |
|
|
5000 | |
1 : Le format de date est dicté par le format choisi dans les options d'importation. Les caractères en trop par rapport à la longueur maximale seront ignorés.
Document name: ProDon:Client importation module