Difference between revisions of "ProDon:Client Management"

Revision as of 15:40, 9 August 2011

Introduction

The client management contains ALL the clients of the database (volunteers, donors, suppliers, etc.).

To get to the client management, from the software home page, click on the "Clients" menu, then select " Clients".

Information on Client Management


A: Allows you to search among the active clients of the database.	B: Allows you to search among the inactive clients of the database.
C: Allows you to search among all the clients of the database (active clients and inactive clients).	D: Allows you to search by contact.
E: Allows you to choose the current view. For more information concerning the views, click here.	F: Allows you to choose a current filter. For more information on the filters, click here.
G: Allows you to search or delete information entered in the search bar, or to access the list of search codes available. For more information concerning the search bar, click here.	H: Allows you to access reports related to clients.
I: Allows you to browse through the grid.	J: Displays the selected client's summary of transactions. It will appear at the bottom of the window.
K: Allows you to add, modify or remove a view. For more information concerning the views, click here.	L: Allows you to configure a filter and to delete a filter. For more information on the filters, click here.
M: Allows you to add a client, to modify the selected client or to delete a client. CAUTION: Before adding a client, conduct a keyword search to know if the client already exists in the database. For more information concerning the search, click here.	N: Allows you to export the active list in Excel. For more information concerning data exportation, click here.
O: Allows you to add a task to the selected client or to all the clients of the active list. For more information concerning the tasks, click here.	P: Allows you to conduct an Internet search on certain pieces of information linked to a selected client.
Q: Allows you open a computer file in order to file documents (pdf, jpg, etc.) relating to clients.	R: Allows you to access the "Customized lists" tool. For more information concerning customized lists, click here.
S: Allows you to do client type or contact type Mass Mailing. For more information concerning Mass Mailing, click here.	T: These two buttons are only visible if the E-mail blast module is activated. For more information concerning E-mail Blast, click here.

Client File Details

A client file is divided in two parts: The top part contains the personal information of the client and the bottom part contains tabs related to the client's transactional information, to the client's mailings and relations.

Client's Personal Information


A: Indicates whether the client file is locked or not.	B: Allows you to log the file. If the button is orange, it means that there is something to log in the file. If it is grey, it means that everything is logged.
C: Allows to access reports related to this client.	D: Allows you to browse from one file to another. The order of the files will be the same as the one in the client management grid.
E: This button contains the last ten modified client files, as well as a "Search" option, which allows you to open a new file without having to go back in the "Client management".	F: Allows you to add a task related to the client. For more information concerning the tasks and history, click here.
G: Allows you to conduct an Internet search on certain pieces of information related to the client.	H: Allows you to open a computer file in order to file documents (pdf, jpg, etc.) relating to the client.
I: Allows you to do a client type Mass Mailing. For more information concerning Mass Mailing, click here.	J: This button allows you to activate an alert message that will open during different interactions with the client.
K: Allows you to register the client to a distribution list of the E-mail Blast. For more information concerning E-mail Blast, click here.	L: Allows you to consult the client's former addresses and to plan a change of address.
M: Allows you to open the "Client's address" window containing the address fields, in order to write an address in accordance with Canada Post standards.

"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

Printable version

@@ Line 87: / Line 87: @@
 == Client File Details  ==
+A client file is divided in two parts: The top part contains the personal information of the client and the bottom part contains tabs related to the client's transactional information, to the client's mailings and relations.
 === Client's Personal Information  ===
@@ Line 92: / Line 94: @@
 {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
-| colspan="2" |
+| colspan="2" | [[Image:Client_Management_002.png]]
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates whether the client file is locked or not.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to log the file. If the button is orange, it means that there is something to log in the file. If it is grey, it means that everything is logged.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows to access reports related to this client.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to browse from one file to another. The order of the files will be the same as the one in the client management grid.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">E: </span>'''This button contains the last ten modified client files, as well as a "Search" option, which allows you to open a new file without having to go back in the "Client management".
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to add a task related to the client. For more information concerning the tasks and history, click here.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to conduct an Internet search on certain pieces of information related to the client.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to open a computer file in order to file documents (pdf, jpg, etc.) relating to the client.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to do a client type Mass Mailing. For more information concerning Mass Mailing, click here.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">J: </span>'''This button allows you to activate an alert message that will open during different interactions with the client.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">K: </span>'''Allows you to register the client to a distribution list of the E-mail Blast. For more information concerning E-mail Blast, click here.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">L: </span>'''Allows you to consult the client's former addresses and to plan a change of address.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">M: </span>'''Allows you to open the "Client's address" window containing the address fields, in order to write an address in accordance with Canada Post standards.
 | width="50%" |
 |}