Difference between revisions of "ProDon:Client Management"

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{{Header_ProDon | | 4.6.5.7 | Nadia Carrier | | 2011/08/09 }}<br>
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{{Header_ProDon | | 4.6.5.7 | Nadia Carrier | | 2011/08/09 }}<br>  
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== Introduction  ==
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== Information on Client Management  ==
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|}
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<br>
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== Client File Details  ==
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=== Client's Personal Information  ===
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "1-Info" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "2-Info" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "3-Canvasser" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "4-Categories" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "5-Characteristics" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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<br>
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==== "6-Summary" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "7-Lists" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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<br>
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==== "8-Merge" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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|-
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "9-Cust. Fields" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| colspan="2" |
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|}
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<br>
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=== Client's Transactions, Mailings and Relations  ===
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==== "Tr. received" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Beneficiary Tr." Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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|-
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Tr. transferred" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Tr. not transferred" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "3rd party tr." Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Invoices" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Mailings" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Prospecting activities" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Commitments" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Third-party commitments" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Contacts" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Links" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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==== "Affiliations" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
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| colspan="2" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|-
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| width="50%" |
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| width="50%" |
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|}
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<br>
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<br>
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{{Footer_ProDon}}
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====  ====

Revision as of 13:57, 9 August 2011

Template:Header ProDon

Introduction

Information on Client Management


Client File Details

Client's Personal Information


"1-Info" Tab


"2-Info" Tab


"3-Canvasser" Tab


"4-Categories" Tab


"5-Characteristics" Tab



"6-Summary" Tab


"7-Lists" Tab



"8-Merge" Tab


"9-Cust. Fields" Tab


Client's Transactions, Mailings and Relations

"Tr. received" Tab


"Beneficiary Tr." Tab


"Tr. transferred" Tab


"Tr. not transferred" Tab


"3rd party tr." Tab


"Invoices" Tab


"Mailings" Tab


"Prospecting activities" Tab


"Commitments" Tab


"Third-party commitments" Tab


"Contacts" Tab


"Links" Tab


"Affiliations" Tab



Document name: ProDon:Client Management

Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Client_Management&oldid=1715"