Difference between revisions of "ProDon:Default Values"

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=== Default Values for Clients  ===
 
=== Default Values for Clients  ===
  
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To configure defaule values of client addition file, first go to the "Client management".
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To configure defaule values of client addition file, first go to the "Client management".  
  
 
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To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Bouton_Client.png]] Clients".
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To do so, from the software home page, click on the "Clients" menu, then select "[[Image:Bouton Client.png]] Clients".  
  
 
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Then go to the configuration of default values window.
  
 
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To do so, click on the "Update" menu, then select "Default values F4".
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After clicking on "Default values F4", this window opens.
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Enter the default valuesin the wanted fields. For instance, "English" as language of communication.
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'''NOTE: '''All fields for which values have been entered here will automatically be filled in when adding other clients. On the other hand, you can always manually change the value when creating a new client. For more details concerning the addition of new clients, click here.
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=== Default Values for Commitments  ===
 
=== Default Values for Commitments  ===

Revision as of 10:25, 16 November 2011

Template:Header ProDon

Introduction

Default values allow you to speed up high volume data entry.

There are three different types of default values in ProDon:

  • Default values for transactions;
  • Default values for clients;
  • Default values for commitments (requires the "Prospecting and Commitments Module").


Default values allow you to configure data that will already be entered when adding new clients, new transactions or new commitments. The communication language "English" could be assigned each time a new client file is created. Another example of this would be if a virtually identical commitment must be entered for several different clients, it is possible to define the pieces of information that are common to all these commitments. More specifically, if all the commitments start and end on the same date, it is possible to ensure that ProDon remembers those dates, so you would not have to enter them each time.


Moreover, it is possible to establish a tab order for the addition file of a new transaction.

Configuring Default Values

A "Default values" window appears as a blank window of the chosen type (clients, transactions, commitments). Therefore, if the "Clients" type is selected, a blank window identical to a client addition window opens

Default Values for Transactions

To configure the default values of a transaction addition file, first go to the "Transaction management".

To do so, from the software home page, click on the "Transactions" menu, then select "Bouton transactions.png Transactions".

Default Values 001.png


Then go to the configuration window of the default values.


To do so, click on the "Update" menu, then select "Default values F4".

Default Values 002.png



After clicking on "Default values F4", this window opens.

Default Values 003.png

Enter the default values in the wanted fields.

NOTE: All the fields for which values have been entered here will automatically be filled in when adding future transactions. On the other hand, you can always change the values manually from the transaction entry window. For more details concerning transactions, click here. To define a tab order when entering a transaction, click here.



Default Values for Clients

To configure defaule values of client addition file, first go to the "Client management".

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

Default Values 004.png


Then go to the configuration of default values window.


To do so, click on the "Update" menu, then select "Default values F4".

Default Values 005.png


After clicking on "Default values F4", this window opens.

Default Values 006.png

Enter the default valuesin the wanted fields. For instance, "English" as language of communication.

NOTE: All fields for which values have been entered here will automatically be filled in when adding other clients. On the other hand, you can always manually change the value when creating a new client. For more details concerning the addition of new clients, click here.



Default Values for Commitments




Configuring the Tab Order



Document name: ProDon:Default Values

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