Difference between revisions of "ProDon:Client Management"

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== Client File Details  ==
 
== Client File Details  ==
  
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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.
+
A client file is divided in two parts: The top part contains the personal information of the client and the bottom part contains tabs relating to the client's transactional information, to the client's mailings and relations.  
  
 
=== Client's Personal Information  ===
 
=== Client's Personal Information  ===
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| colspan="2" | [[Image:Client_Management_002.png]]
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| colspan="2" | [[Image:Client Management 002.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates whether the client file is locked or not.
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Indicates whether the client file is locked or not.  
  
 
| width="50%" |  
 
| 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.
+
'''<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%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows to access reports related to this client.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to access reports related to this client.  
  
 
| width="50%" |  
 
| 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.
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'''<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%" |  
 
| 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".
+
'''<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%" |  
 
| width="50%" |  
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'''<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.
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'''<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 &amp; History", click here.  
  
 
|-
 
|-
 
| width="50%" |  
 
| 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.
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to conduct an Internet search on certain pieces of information relating to the client.  
  
 
| width="50%" |  
 
| 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.
+
'''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client.  
  
 
|-
 
|-
 
| width="50%" |  
 
| 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.
+
'''<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%" |  
 
| width="50%" |  
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'''<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.
+
'''<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%" |  
 
| 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.
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'''<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%" |  
 
| 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.
+
'''<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%" |  
 
| 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.
+
'''<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.  
−
 
 
  
 +
<br>
  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''By clicking on the [[Image:Button Selection 3 dots.png]] button, a window opens allowing you to select the client's canvasser or to assign a sector of activity to the client.  
 
'''<span style="color: rgb(255, 0, 0);">B: </span>'''By clicking on the [[Image:Button Selection 3 dots.png]] button, a window opens allowing you to select the client's canvasser or to assign a sector of activity to the client.  
  
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'''NOTE: '''It is also possible to use the drop-down list that gives access to the same choices. However, for the "Sector" field, by clicking on the [[Image:Button_Selection_3_dots.png]] button, it is possible to add one.
+
'''NOTE: '''It is also possible to use the drop-down list that gives access to the same choices. However, for the "Sector" field, by clicking on the [[Image:Button Selection 3 dots.png]] button, it is possible to add one.  
  
 
|}
 
|}
  
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<br>
+
<br>  
  
 
==== "2-Info" Tab  ====
 
==== "2-Info" Tab  ====
  
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The "2-Info" tab contains the information related to the client's status.  
+
The "2-Info" tab contains the information relating to the client's status.  
  
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''If this box is checked, all the client's new transactions will be marked as "Without receipt". The date when the box has been checked is automatically entered in the "Date" field.  
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''If this box is checked, all the client's new transactions will be marked as "Without receipt". The date when the box was checked is automatically entered in the "Date" field.  
  
 
| width="50%" |  
 
| width="50%" |  
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| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''This box allows you to specify whether the client has to be excluded from mass mailing. The date when the box has been checked is automatically entered in the "date" field and it is possible to state a reason (e.g. unsubscription).  
+
'''<span style="color: rgb(255, 0, 0);">H: </span>'''This box allows you to specify whether the client has to be excluded from "Mass Mailing". The date when the box was checked is automatically entered in the "date" field and it is possible to state a reason (e.g. unsubscription).  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">I: </span>'''This box allows you to specify if the client died. When it is checked, the boxes "Exclude from mass mailing" and "This client is inactive" are automatically checked. It is also possible to enter the date of death and a General Ledger account if the deceased person expressed the wish that the donations made in his or her memory would be awarded to a particular fund. For more details concerning ''In Memoriam gifts'', click here.  
+
'''<span style="color: rgb(255, 0, 0);">I: </span>'''This box allows you to specify if the client died. When it is checked, the boxes "Exclude from mass mailing" and "This client is inactive" are automatically checked. It is also possible to enter the date of death and a General Ledger account. If the deceased person expressed the wish that the donations made in his or her memory would be awarded to a particular fund. For more details concerning ''In Memoriam gifts'', click here.  
  
 
| width="50%" |  
 
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|}
 
|}
  
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<br>
+
<br>  
  
 
==== "3-Canvasser" Tab  ====
 
==== "3-Canvasser" Tab  ====
  
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The "3-Canvasser" tab indicates whether or not the client is a canvasser.
+
The "3-Canvasser" tab indicates whether or not the client is a canvasser.  
  
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_005.png]]
+
| colspan="2" | [[Image:Client Management 005.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to specify that the client is a canvasser.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to specify that the client is a canvasser.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to assign a canvasser code. If no code is entered, the software automatically assigns the "UCN" as canvasser code.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to assign a canvasser code. If no code is entered, the software automatically assigns the "UCN" as canvasser code.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The current date is automatically entered when the box in '''<span style="color: rgb(255, 0, 0);">A </span>'''is checked.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The current date is automatically entered when the box in '''<span style="color: rgb(255, 0, 0);">A </span>'''is checked.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to indicate that the client is no longer a canvasser.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to indicate that the client is no longer a canvasser.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The current date is automatically entered when the box in '''<span style="color: rgb(255, 0, 0);">D</span>''' is checked.
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The current date is automatically entered when the box in '''<span style="color: rgb(255, 0, 0);">D</span>''' is checked.  
  
 
| width="50%" |  
 
| width="50%" |  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "4-Categories" Tab  ====
 
==== "4-Categories" Tab  ====
  
−
THe "4-Categories" tab allows you to assign categories to the client.
+
The "4-Categories" tab allows you to assign categories to the client.  
  
−
To modify or delete categories, from the software home page, click on the "Clients" menu, then select "[[Image:Button_Client_Categories.png]] Add client category".
+
To modify or delete categories, from the software home page, click on the "Clients" menu, then select "[[Image:Button Client Categories.png]] Add client category".  
  
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_006.png]]
+
| colspan="2" | [[Image:Client Management 006.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It consists of all the existing categories of the database. To assign one to the client, click in the check box to check it.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''It consists of all the existing categories of the database. To assign one to the client, simply click in the check box to check it.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Shows the code of each category before the category name (e.g. "BM" is the code for the "Board member" category). If the box would not have been checked, only "Board member" would be written next to the check box.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Shows the code of each category before the name of the category (e.g. "BM" is the code for the "Board member" category). If the box would not have been checked, only "Board member" would be written next to the check box.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Displays the codes of the client's checked categories. This option is useful if the categories list is longer than what is visible onscreen.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Displays the codes of the client's checked categories. This option is useful if the categories list is longer than what is visible onscreen.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to add a new category as needed.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to add a new category as needed.  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "5-Characteristics" Tab  ====
 
==== "5-Characteristics" Tab  ====
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|}
 
|}
  
−
For more information concerning characteristic management, click here.<br>
+
For more information concerning characteristic management, click here.<br>  
  
 
==== "6-Summary" Tab  ====
 
==== "6-Summary" Tab  ====
  
−
The "6-Summary" tab summarizes the client's donation history by period.
+
The "6-Summary" tab summarizes the client's donation history by period.  
  
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_008.png]]
+
| colspan="2" | [[Image:Client Management 008.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Displays a summary of the client's transactions by period.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Displays a summary of the client's transactions by period.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Displays a summary of the client's beneficiary transactions by period.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''Displays a summary of the client's beneficiary transactions by period.  
  
−
'''NOTE:''' A beneficiary transaction is a transaction that was issued to the client through a foundation.
+
'''NOTE:''' A beneficiary transaction is a transaction that was issued to the client through a foundation.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to include the third-party transactions in the summary of the transactions received.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to include the third-party transactions in the summary of the transactions received.  
  
−
'''NOTE: '''A third-party transaction is a transaction for which the client is marked, but that has been paid by someone else. For more information concerning the different clients of a transaction, click here.
+
'''NOTE: '''A third-party transaction is a transaction for which the client is marked, but that has been paid by someone else. For more information concerning the different clients of a transaction, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "7-Lists" Tab  ====
 
==== "7-Lists" Tab  ====
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to see if the client is a potential duplicate. If one or more customized lists of duplicates have been created, they would be visible in this tab. If the client is part of a list, the box is checked. However, it is not possible to check or uncheck this box, this tab is for informational purposes only. For more details concerning duplicates search, click here.  
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to see if the client is a potential duplicate. If one or more customized lists of duplicates were created, they would be visible in this tab. If the client is part of a list, the box is checked. However, it is not possible to check or uncheck this box, this tab is for informational purposes only. For more details concerning duplicate search, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
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|}
 
|}
  
−
Fore more details concerning customized lists, click here.<br>
+
Fore more details concerning customized lists, click here.<br>  
  
 
==== "8-Merge" Tab  ====
 
==== "8-Merge" Tab  ====
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| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''If the box is checked, the "Standard" type of greeting will be attributed to the client. This type is always checked by default and is modifiable only in the system preferences of the software, so to use a different title for a client, you have to select the "Custom" type of greeting.  
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''If the box is checked, the "Standard" type of greeting will be attributed to the client. This type is always checked by default and is modifiable only in the system preferences of the software. So to use a different title for a client, you have to select the "Custom" type of greeting.  
  
 
|-
 
|-
−
| width="50%" | '''<span style="color: rgb(255, 0, 0);">C: </span>'''If the box is checked, the "Couple" type of greeting is attibuted to the client. This type is modifiable only in the system preferences of the software.  
+
| width="50%" | '''<span style="color: rgb(255, 0, 0);">C: </span>'''If the box is checked, the "Couple" type of greeting is attributed to the client. This type is modifiable only in the system preferences of the software.  
 
| width="50%" |  
 
| width="50%" |  
 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''It consists of the greeting long presented by the fields and the merged greeting long (containing the client's information).  
 
'''<span style="color: rgb(255, 0, 0);">D: </span>'''It consists of the greeting long presented by the fields and the merged greeting long (containing the client's information).  
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">I: <span style="color: rgb(0, 0, 0);">*Refers to French mass mailing only.* </span></span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">If the client file had been in the plural form (e.g. a "Couple" type file), there would have been an "s" entered in the box and next to it, the word "Plural" instead of "Singular". In</span></span><span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> French mass mailing, if the "s" merge field is used, an "s" will be added to all the words for which this field was selected.&nbsp;
+
'''<span style="color: rgb(255, 0, 0);">I: <span style="color: rgb(0, 0, 0);">*Refers to French mass mailing only.* </span></span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">If the client file had been in the plural form (e.g. a "Couple" type file), there would have been an "s" entered in the box and next to it, and the word "Plural" instead of "Singular". In</span></span><span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> French mass mailing, if the "s" merge field is used, an "s" will be added to all the words for which this field was selected.&nbsp;
−
</span></span>
+
</span></span>  
  
 
| width="50%" |  
 
| width="50%" |  
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|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "9-Cust. Fields" Tab  ====
 
==== "9-Cust. Fields" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_011.png]]
+
| colspan="2" | [[Image:Client Management 011.png]]
 
|-
 
|-
 
| colspan="2" |  
 
| colspan="2" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''These are all the active customized fields available in the database. To activate new ones, from the software home page, click on the "Configuration" menu, then select "Customized field".
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''These are all the active customized fields available in the database. To activate new ones, from the software home page, click on the "Configuration" menu, then select "Customized field".  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
=== Client's Transactions, Mailings and Relations  ===
 
=== Client's Transactions, Mailings and Relations  ===
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> Contains all the transactions that have been transferred.
+
'''<span style="color: rgb(255, 0, 0);">A:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> Contains all the transactions that were transferred.
 
</span></span>  
 
</span></span>  
  
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'''<span style="color: rgb(255, 0, 0);">E:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> The&nbsp;[[Image:Button cancel.png]] button allows you to cancel and to reactivate transactions.  
 
'''<span style="color: rgb(255, 0, 0);">E:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> The&nbsp;[[Image:Button cancel.png]] button allows you to cancel and to reactivate transactions.  
 
<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">'''NOTE:''' If a receipt has already been issued, you have to cancel it in </span><span style="color: rgb(255, 0, 0);">'''C '''</span></span><span style="color: rgb(0, 0, 0);">before being able to cancel the transaction.
 
<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">'''NOTE:''' If a receipt has already been issued, you have to cancel it in </span><span style="color: rgb(255, 0, 0);">'''C '''</span></span><span style="color: rgb(0, 0, 0);">before being able to cancel the transaction.
−
</span></span></span>
+
</span></span></span>  
  
 
| width="50%" |  
 
| width="50%" |  
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|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">G:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> The&nbsp;[[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.  
+
'''<span style="color: rgb(255, 0, 0);">G:</span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);"> The&nbsp;[[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.  
 
</span></span>  
 
</span></span>  
  
Line 468: Line 468:
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Beneficiary Tr." Tab  ====
 
==== "Beneficiary Tr." Tab  ====
Line 477: Line 477:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Contains all the beneficiary type transactions.
+
<span style="color: rgb(255, 0, 0);">'''A:'''</span> Contains all the beneficiary type transactions.  
  
 
| width="50%" |  
 
| width="50%" |  
Line 500: Line 500:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">G: </span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.</span></span>  
+
'''<span style="color: rgb(255, 0, 0);">G: </span>'''<span style="color: rgb(255, 0, 0);"><span style="color: rgb(0, 0, 0);">The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.</span></span>  
  
 
| width="50%" |  
 
| width="50%" |  
Line 507: Line 507:
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Tr. transferred" Tab  ====
 
==== "Tr. transferred" Tab  ====
Line 513: Line 513:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_014.png]]
+
| colspan="2" | [[Image:Client Management 014.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the transactions visible in the "Tr. received" and "Beneficiary Tr." tabs.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the transactions visible in the "Tr. received" and "Beneficiary Tr." tabs.  
  
−
'''NOTE: '''If the "Beneficiary" module is not activated, the "Tr. transferred" tab contain the exact same transactions as the "Tr. recived" tab.
+
'''NOTE: '''If the "Beneficiary" module is not activated, the "Tr. transferred" tab contains the exact same transactions as the "Tr. recived" tab.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The&nbsp;[[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The&nbsp;[[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Receipt_cancellation.png]] button allows you to cancel, reissue or reprint a receipt.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Receipt cancellation.png]] button allows you to cancel, reissue or reprint a receipt.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a transaction.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify a transaction.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_cancel.png]] button allows you to cancel and to reactivate the transactions.
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button cancel.png]] button allows you to cancel and to reactivate the transactions.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a transaction.
+
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a transaction.  
  
−
'''CAUTION: '''This option is not recommended, it is better to cancel than to delete.
+
'''CAUTION: '''This option is not recommended, it is better to cancel than to delete.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''G: '''</span>The [[Image:Bouton_document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.
+
<span style="color: rgb(255, 0, 0);">'''G: '''</span>The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''H: '''</span>The [[Image:Button_Print_Report.png]] button allows you to reprint the batch report corresponding to the selected transaction.
+
<span style="color: rgb(255, 0, 0);">'''H: '''</span>The [[Image:Button Print Report.png]] button allows you to reprint the batch report corresponding to the selected transaction.  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Tr. not transferred" Tab  ====
 
==== "Tr. not transferred" Tab  ====
Line 576: Line 576:
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.  
+
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "3rd party tr." Tab  ====
 
==== "3rd party tr." Tab  ====
Line 586: Line 586:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_016.png]]
+
| colspan="2" | [[Image:Client Management 016.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the transactions in which the client is mentioned as third-party donor. For more information concerning the different clients of a transaction, click here.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the transactions for which the client is mentioned as third-party donor. For more information concerning the different clients of a transaction, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Receipt_cancellation.png]] button allows you to cancel, reissue or reprint a receipt.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Receipt cancellation.png]] button allows you to cancel, reissue or reprint a receipt.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The&nbsp;[[Image:Button_Edit.png]] button allows you to modify a transaction.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The&nbsp;[[Image:Button Edit.png]] button allows you to modify a transaction.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The&nbsp;[[Image:Button_cancel.png]] button allows you to cancel and to reactivate the transactions.
+
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The&nbsp;[[Image:Button cancel.png]] button allows you to cancel and to reactivate the transactions.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''F: '''</span>The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a transaction.
+
<span style="color: rgb(255, 0, 0);">'''F: '''</span>The [[Image:Button Minus remove delete.png]] button allows you to delete a transaction.  
  
−
'''CAUTION: '''This option is not recommended, it is better to cancel than to delete.
+
'''CAUTION: '''This option is not recommended, it is better to cancel than to delete.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Bouton_document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.
+
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button_Print_Report.png]] button allows you to reprint the batch report corresponding to the selected transaction.
+
'''<span style="color: rgb(255, 0, 0);">H: </span>'''The [[Image:Button Print Report.png]] button allows you to reprint the batch report corresponding to the selected transaction.  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Invoices" Tab  ====
 
==== "Invoices" Tab  ====
Line 625: Line 625:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_017.png]]
+
| colspan="2" | [[Image:Client Management 017.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the invoices related to the client.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the invoices related to the client.  
  
−
'''NOTE: '''This tab is visible only if the "Invoicing" module is activated. For more details concerning invoicing, click here.
+
'''NOTE: '''This tab is visible only if the "Invoicing" module is activated. For more details concerning invoicing, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button_add_plus.png]] button allows you to create a new invoice for the client.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button add plus.png]] button allows you to create a new invoice for the client.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify an invoice.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify an invoice.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete an invoice.
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete an invoice.  
  
−
'''CAUTION: '''The cancellation of an invoice will delete all the transactions related to it.
+
'''CAUTION: '''The cancellation of an invoice will delete all the transactions attached to it.  
  
 
| width="50%" |  
 
| width="50%" |  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Mailings" Tab  ====
 
==== "Mailings" Tab  ====
Line 657: Line 657:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_018.png]]
+
| colspan="2" | [[Image:Client Management 018.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains all the mailings related to the client. For more infomation concerning the mailings history, click here.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains all the mailings regarding the client. For more infomation concerning the mailings history, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''C: '''</span>The [[Image:Button_add_plus.png]] button allows you to create a new mailing.
+
<span style="color: rgb(255, 0, 0);">'''C: '''</span>The [[Image:Button add plus.png]] button allows you to create a new mailing.  
−
 
 
−
| width="50%" | '''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a mailing.
 
  
 +
| width="50%" | '''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify a mailing.
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a mailing.
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a mailing.  
  
 
| width="50%" |  
 
| width="50%" |  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Prospecting activities" Tab  ====
 
==== "Prospecting activities" Tab  ====
Line 687: Line 686:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the prospecting activities in anticipation of a commitment done with the client.<br>
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the prospecting activities in anticipation of a commitment done with the client.<br>  
  
−
'''NOTE:''' This tab is visible only when the "Prospecting and Commitments" module is activated. For more details concerning prospecting activities, click here.
+
'''NOTE:''' This tab is visible only when the "Prospecting and Commitments" module is activated. For more details concerning prospecting activities, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] displays the search bar.
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);" />''''''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button_add_plus.png]] button allows you to add a prospecting activity.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button add plus.png]] button allows you to add a prospecting activity.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a prospecting activity.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify a prospecting activity.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a prospecting activity.
+
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button Minus remove delete.png]] button allows you to delete a prospecting activity.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton_document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the client's transaction.
+
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected prospecting activity.<br>
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button_tasks_and_history.png]] button allows you to add a task related to prospecting activities. For more information concerning the tasks and history, click here.
+
'''<span style="color: rgb(255, 0, 0);">G: </span>'''The [[Image:Button tasks and history.png]] button allows you to add a task linked to prospecting activities. For more information concerning the tasks and history, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Commitments" Tab  ====
 
==== "Commitments" Tab  ====
Line 721: Line 720:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_020.png]]
+
| colspan="2" | [[Image:Client Management 020.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the client's commitments.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the client's commitments.  
  
−
'''NOTE: '''This tab is visible only if the "Prospecting and Commitments" module is activated. For more details concerning commitments, click here.
+
'''NOTE: '''This tab is visible only if the "Prospecting and Commitments" module is activated. For more details concerning commitments, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button_add_plus.png]] button allows you to add a commitment.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button add plus.png]] button allows you to add a commitment.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a commitment.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify a commitment.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a commitment.
+
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button Minus remove delete.png]] button allows you to delete a commitment.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton_document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the selected commitment.
+
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected commitment.  
  
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Third-party commitments" Tab  ====
 
==== "Third-party commitments" Tab  ====
Line 756: Line 755:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Conains the commitments for which the client is mentioned as a third party.  
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the commitments for which the client is mentioned as third party.  
  
 
'''NOTE: '''This tab is visible only when the "Prospecting and Commitment" module is activated. For more details concerning commitments, click here.  
 
'''NOTE: '''This tab is visible only when the "Prospecting and Commitment" module is activated. For more details concerning commitments, click here.  
Line 772: Line 771:
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) related to the selected commitment.  
+
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Bouton document.png]] button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected commitment.  
  
 
| width="50%" | <br>
 
| width="50%" | <br>
 
|}
 
|}
  
−
<br>
+
<br>  
  
 
==== "Contacts" Tab  ====
 
==== "Contacts" Tab  ====
Line 783: Line 782:
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_022.png]]
+
| colspan="2" | [[Image:Client Management 022.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the client's contacts list. For more information concerning contacts, click here.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Contains the client's contacts list. For more information concerning contacts, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''C: '''</span>The [[Image:Button_add_plus.png]] button allows you to add a contact to the list.
+
<span style="color: rgb(255, 0, 0);">'''C: '''</span>The [[Image:Button add plus.png]] button allows you to add a contact to the list.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Edit.png]] button allows you to modify a contact.
+
'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button Edit.png]] button allows you to modify a contact.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a contact.
+
'''<span style="color: rgb(255, 0, 0);">E: </span>'''The [[Image:Button Minus remove delete.png]] button allows you to delete a contact.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''F: '''</span>The [[Image:Bouton_Client.png]] button allows you to open the contact's file.
+
<span style="color: rgb(255, 0, 0);">'''F: '''</span>The [[Image:Bouton Client.png]] button allows you to open the contact's file.  
  
 
|}
 
|}
  
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<br>
+
<br>  
  
 
==== "Links" Tab  ====
 
==== "Links" Tab  ====
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<br>
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<br>  
  
 
==== "Affiliations" Tab  ====
 
==== "Affiliations" Tab  ====
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{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
−
| colspan="2" | [[Image:Client_Management_024.png]]
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| colspan="2" | [[Image:Client Management 024.png]]
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to find the path between two clients, or a client and a customized list, through the links and the contacts of the client files. For more information concerning the contacts and the links, click here.
+
'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to find the path between two clients, or a client and a customized list through the links and the contacts of the client files. For more information concerning the contacts and the links, click here.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button_Search.png]] button displays the search bar.
+
'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button Search.png]] button displays the search bar.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button_add_plus.png]] button allows you to add an affiliation.
+
'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button add plus.png]] button allows you to add an affiliation.  
  
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''D: '''</span>The [[Image:Button_Minus_remove_delete.png]] button allows you to delete an affiliation.
+
<span style="color: rgb(255, 0, 0);">'''D: '''</span>The [[Image:Button Minus remove delete.png]] button allows you to delete an affiliation.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
−
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button_eraser.png]] button allows you to delete all the affiliations.
+
<span style="color: rgb(255, 0, 0);">'''E: '''</span>The [[Image:Button eraser.png]] button allows you to delete all the affiliations.  
  
 
| width="50%" |  
 
| width="50%" |  
−
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton_Client.png]] button allows you to open the linked client's file.
+
'''<span style="color: rgb(255, 0, 0);">F: </span>'''The [[Image:Bouton Client.png]] button allows you to open the linked client's file.  
  
 
|}
 
|}

Revision as of 15:44, 11 August 2011

Template:Header ProDon

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 "Bouton Client.png Clients".

Information on Client Management

Client Management 001.png

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:

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 folder in order to file documents (pdf, jpg, etc.) relating to the client.

R: Allows you to access the "Customized lists" tool. For more information concerning customized lists, click here.

S: Allows you to do a 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 relating to the client's transactional information, to the client's mailings and relations.

Client's Personal Information

Client Management 002.png

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 you 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 & History", click here.

G: Allows you to conduct an Internet search on certain pieces of information relating to the client.

H: Allows you to open a computer folder 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

The "1-Info" tab contains all the necessary information to contact the client.

Client Management 003.png

A: Allows you to open the client's website or to send an e-mail directly to the client by clicking on the links.

B: By clicking on the Button Selection 3 dots.png button, a window opens allowing you to select the client's canvasser or to assign a sector of activity to the client.

NOTE: It is also possible to use the drop-down list that gives access to the same choices. However, for the "Sector" field, by clicking on the Button Selection 3 dots.png button, it is possible to add one.


"2-Info" Tab

The "2-Info" tab contains the information relating to the client's status.

Client Management 004.png

A: If this box is checked, all of the client's following transactions will be anonymous by default.

B: This box allows you to activate the client. When a client is inactive, it is impossible to assign him or her any transactions.

C: This box automatically checks itself when the client receives a beneficiary type transaction.

D: This box is useful mainly during telemarketing campaigns (it is for informational purposes only).

E: If this box is checked, all the client's new transactions will be marked as "Without receipt". The date when the box was checked is automatically entered in the "Date" field.

F: If this box is checked, all of the client's new transactions will be marked as "Annual receipt" by default.

G: This box is useful mainly during telemarketing campaigns (it is for informational purposes only).

H: This box allows you to specify whether the client has to be excluded from "Mass Mailing". The date when the box was checked is automatically entered in the "date" field and it is possible to state a reason (e.g. unsubscription).

I: This box allows you to specify if the client died. When it is checked, the boxes "Exclude from mass mailing" and "This client is inactive" are automatically checked. It is also possible to enter the date of death and a General Ledger account. If the deceased person expressed the wish that the donations made in his or her memory would be awarded to a particular fund. For more details concerning In Memoriam gifts, click here.

J: Allows you to enter the client's birth date.

K: Allows you to enter the date when the client was listed in the database.


"3-Canvasser" Tab

The "3-Canvasser" tab indicates whether or not the client is a canvasser.

Client Management 005.png

A: Allows you to specify that the client is a canvasser.

B: Allows you to assign a canvasser code. If no code is entered, the software automatically assigns the "UCN" as canvasser code.

C: The current date is automatically entered when the box in A is checked.

D: Allows you to indicate that the client is no longer a canvasser.

E: The current date is automatically entered when the box in D is checked.


"4-Categories" Tab

The "4-Categories" tab allows you to assign categories to the client.

To modify or delete categories, from the software home page, click on the "Clients" menu, then select "File:Button Client Categories.png Add client category".

Client Management 006.png

A: It consists of all the existing categories of the database. To assign one to the client, simply click in the check box to check it.

B: Shows the code of each category before the name of the category (e.g. "BM" is the code for the "Board member" category). If the box would not have been checked, only "Board member" would be written next to the check box.

C: Displays the codes of the client's checked categories. This option is useful if the categories list is longer than what is visible onscreen.

D: Allows you to add a new category as needed.


"5-Characteristics" Tab

The "5-Characteristics" tab allows you to assign characteristics to the client.

Client Management 007.png

A: Shows the list of all the client's characteristics.

B: Allows you to add a new characteristic.

C: Allows you to add a group of characteristics.

D: Allows you to modify a characteristic.

E: Allows you to delete a characteristic.

F: Allows you to delete a group of characteristics.

For more information concerning characteristic management, click here.

"6-Summary" Tab

The "6-Summary" tab summarizes the client's donation history by period.

Client Management 008.png

A: Displays a summary of the client's transactions by period.

B: Displays a summary of the client's beneficiary transactions by period.

NOTE: A beneficiary transaction is a transaction that was issued to the client through a foundation.

C: Allows you to include the third-party transactions in the summary of the transactions received.

NOTE: A third-party transaction is a transaction for which the client is marked, but that has been paid by someone else. For more information concerning the different clients of a transaction, click here.


"7-Lists" Tab

Client Management 009.png

A: Displays the static customized lists. For more information concerning static customized lists, click here.

B: To register the client to customized lists, simply click in the box to check it.

C: Allows you to see if the client is a potential duplicate. If one or more customized lists of duplicates were created, they would be visible in this tab. If the client is part of a list, the box is checked. However, it is not possible to check or uncheck this box, this tab is for informational purposes only. For more details concerning duplicate search, click here.

D: Displays dynamic customized lists. For more details concerning dynamic customized lists, click here.

Fore more details concerning customized lists, click here.

"8-Merge" Tab

The "8-Merge" tab allows you to manage the client's greeting type.

Client Management 010.png

A: If the box is checked, a "Custom" type of greetings is attributed to the client. This type allows you to modify greetings long and short.

B: If the box is checked, the "Standard" type of greeting will be attributed to the client. This type is always checked by default and is modifiable only in the system preferences of the software. So to use a different title for a client, you have to select the "Custom" type of greeting.

C: If the box is checked, the "Couple" type of greeting is attributed to the client. This type is modifiable only in the system preferences of the software.

D: It consists of the greeting long presented by the fields and the merged greeting long (containing the client's information).

E: It is the greeting short presented by the fields and the merged greeting short (containing the client's information).

F: It is the client's job title presented by the field and the merged information (the client's job title).

G: These are the client's categories (e.g. volunteer (golf), board member).

H: *Refers to French mass mailing only.* In this example the client is a woman, so there is an "e" entered in the box next to the word "Female". In French mass mailing, if the "e" merge field is used, an "e" will be added to all the words for which this field was selected.


I: *Refers to French mass mailing only.* If the client file had been in the plural form (e.g. a "Couple" type file), there would have been an "s" entered in the box and next to it, and the word "Plural" instead of "Singular". In French mass mailing, if the "s" merge field is used, an "s" will be added to all the words for which this field was selected. 

J: This button allows you to check the result of the client type merge fields. It is useful to validate the content of one or the other merge fields of the software.


"9-Cust. Fields" Tab

Client Management 011.png

A: These are all the active customized fields available in the database. To activate new ones, from the software home page, click on the "Configuration" menu, then select "Customized field".


Client's Transactions, Mailings and Relations

"Tr. received" Tab

Client Management 012.png

A: Contains all the transactions that were transferred.

B: The Button Search.png button displays the search bar.

C: The Receipt cancellation.png button allows you to cancel, reissue and reprint a receipt.

D: The Button Edit.png button allows you to edit a transaction.

E: The Button cancel.png button allows you to cancel and to reactivate transactions. NOTE: If a receipt has already been issued, you have to cancel it in C before being able to cancel the transaction.

F: The Button Minus remove delete.png button allows you to delete a transaction.  CAUTION: This option is not recommended, it is better to cancel than to delete.

G: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.

H: The Button Print Report.png button allows you to reprint the batch report corresponding to the selected transaction.


"Beneficiary Tr." Tab

Client Management 013.png

A: Contains all the beneficiary type transactions.

B: The Button Search.png button displays the search bar.

C: The Receipt cancellation.png button allows you to cancel, reissue or reprint a receipt.

D: The Button Edit.png button allows you to modify a transaction.

E: The Button cancel.png button allows you to cancel and to reactivate the transactions.

F: The Button Minus remove delete.png button allows you to delete a transaction.

CAUTION: This option is not recommended, it is better to cancel than to delete.

G: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.

H: The Button Print Report.png button allows you to reprint the batch report corresponding to the selected transaction.


"Tr. transferred" Tab

Client Management 014.png

A: Contains the transactions visible in the "Tr. received" and "Beneficiary Tr." tabs.

NOTE: If the "Beneficiary" module is not activated, the "Tr. transferred" tab contains the exact same transactions as the "Tr. recived" tab.

B: The Button Search.png button displays the search bar.

C: The Receipt cancellation.png button allows you to cancel, reissue or reprint a receipt.

D: The Button Edit.png button allows you to modify a transaction.

E: The Button cancel.png button allows you to cancel and to reactivate the transactions.

F: The Button Minus remove delete.png button allows you to delete a transaction.

CAUTION: This option is not recommended, it is better to cancel than to delete.

G: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.

H: The Button Print Report.png button allows you to reprint the batch report corresponding to the selected transaction.


"Tr. not transferred" Tab

Client Management 015.png

A: Contains the transactions of the "Deposit" tab from the "Transaction management".

B: The Button Search.png button displays the search bar.

C: The Button Edit.png button allows you to modify a transaction.

D: The Button cancel.png button allows you to cancel and to reactivate the transactions.

E: The Button Minus remove delete.png button allows you to delete a transaction.

CAUTION: This option is not recommended, it is better to cancel than to delete.

F: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.


"3rd party tr." Tab

Client Management 016.png

A: Contains the transactions for which the client is mentioned as third-party donor. For more information concerning the different clients of a transaction, click here.

B: The Button Search.png button displays the search bar.

C: The Receipt cancellation.png button allows you to cancel, reissue or reprint a receipt.

D: The Button Edit.png button allows you to modify a transaction.

E: The Button cancel.png button allows you to cancel and to reactivate the transactions.

F: The Button Minus remove delete.png button allows you to delete a transaction.

CAUTION: This option is not recommended, it is better to cancel than to delete.

G: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the client's transaction.

H: The Button Print Report.png button allows you to reprint the batch report corresponding to the selected transaction.


"Invoices" Tab

Client Management 017.png

A: Contains the invoices related to the client.

NOTE: This tab is visible only if the "Invoicing" module is activated. For more details concerning invoicing, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to create a new invoice for the client.

D: The Button Edit.png button allows you to modify an invoice.

E: The Button Minus remove delete.png button allows you to delete an invoice.

CAUTION: The cancellation of an invoice will delete all the transactions attached to it.


"Mailings" Tab

Client Management 018.png

A: Contains all the mailings regarding the client. For more infomation concerning the mailings history, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to create a new mailing.

D: The Button Edit.png button allows you to modify a mailing.

E: The Button Minus remove delete.png button allows you to delete a mailing.


"Prospecting activities" Tab

Client Management 019.png

A: Contains the prospecting activities in anticipation of a commitment done with the client.

NOTE: This tab is visible only when the "Prospecting and Commitments" module is activated. For more details concerning prospecting activities, click here.

B: The Button Search.png displays the search bar.

C: The Button add plus.png button allows you to add a prospecting activity.

D: The Button Edit.png button allows you to modify a prospecting activity.

E: The Button Minus remove delete.png button allows you to delete a prospecting activity.

F: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected prospecting activity.

G: The Button tasks and history.png button allows you to add a task linked to prospecting activities. For more information concerning the tasks and history, click here.


"Commitments" Tab

Client Management 020.png

A: Contains the client's commitments.

NOTE: This tab is visible only if the "Prospecting and Commitments" module is activated. For more details concerning commitments, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to add a commitment.

D: The Button Edit.png button allows you to modify a commitment.

E: The Button Minus remove delete.png button allows you to delete a commitment.

F: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected commitment.


"Third-party commitments" Tab

Client Management 021.png

A: Contains the commitments for which the client is mentioned as third party.

NOTE: This tab is visible only when the "Prospecting and Commitment" module is activated. For more details concerning commitments, click here.

B: The Button Search.png button displays the search bar.

C: The Button Edit.png button allows you to modify a third-party commitment.

D: The Button Minus remove delete.png button allows you to delete a third-party commitment.

E: The Bouton document.png button allows you to open a computer folder in order to file documents (pdf, jpg, etc.) relating to the selected commitment.



"Contacts" Tab

Client Management 022.png

A: Contains the client's contacts list. For more information concerning contacts, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to add a contact to the list.

D: The Button Edit.png button allows you to modify a contact.

E: The Button Minus remove delete.png button allows you to delete a contact.

F: The Bouton Client.png button allows you to open the contact's file.


"Links" Tab

Client Management 023.png

A: Allows you to make links between two client files. For more information concerning the links, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to add a link.

D: The Button Edit.png button allows you to modify a link.

E: The Button Minus remove delete.png button allows you to delete a link.

F: The Bouton Client.png button allows you to open the linked client's file.


"Affiliations" Tab

Client Management 024.png

A: Allows you to find the path between two clients, or a client and a customized list through the links and the contacts of the client files. For more information concerning the contacts and the links, click here.

B: The Button Search.png button displays the search bar.

C: The Button add plus.png button allows you to add an affiliation.

D: The Button Minus remove delete.png button allows you to delete an affiliation.

E: The Button eraser.png button allows you to delete all the affiliations.

F: The Bouton Client.png button allows you to open the linked client's file.



Document name: ProDon:Client Management

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