Difference between revisions of "ProDon:Customized Lists"

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{{Header_ProDon | | 4.6.6.10 | Nadia Carrier | | 2012/05/07 }}  
 
{{Header_ProDon | | 4.6.6.10 | Nadia Carrier | | 2012/05/07 }}  
  
−
== Introduction ==
+
== Introduction ==
 +
 
 +
 
 +
 
 +
== Preparing the Active List ==
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
|
 +
|-
 +
|
 +
|-
 +
|
 +
|-
 +
|
 +
|}
 +
 
 +
 
 +
 
 +
== Creating Customized Lists ==
 +
 
 +
 
 +
 
 +
=== Static List (main window) ===
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Customized Static List Criteria ====
 +
 
 +
 
 +
 
 +
===== All clients of the active list =====
 +
 
 +
 
 +
 
 +
===== All third-party clients of the active list =====
 +
 
 +
 
 +
 
 +
===== All clients of the active list meeting certain donation criteria =====
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
===== All clients of the active list meeting certain mailing criteria =====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
===== All clients of the active list who are potential duplicates =====
 +
 
 +
 
 +
 
 +
===== All clients who are linked to a client of the active list according to link criteria =====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
===== The selected client only =====
 +
 
 +
 
 +
 
 +
==== Static List / Adding a New List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Static List / Modifying an Existing List (Add or remove clients) ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Static List / Renaming a List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
 
 +
 
 +
==== Static List / Removing a List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
|
 +
|-
 +
|
 +
|-
 +
|
 +
|}
 +
 
 +
 
 +
 
 +
=== Dynamic List (main window) ===
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Dynamic List / Adding a New List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
|
 +
|-
 +
|
 +
|-
 +
|
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Types of Customized Dynamic Lists ====
 +
 
 +
 
 +
 
 +
===== Donation criteria =====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
===== Mailing criteria =====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Dynamic List / Modifying Criteria from an Existing List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Dynamic List / Renaming a List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
==== Dynamic List / Removing a List ====
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
|
 +
|-
 +
|
 +
|-
 +
|
 +
|}
 +
 
 +
 
 +
 
 +
== Adding or Removing a Client from an Existing List (static or dynamic) from a Client File ==
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
== Viewing / Filtering Customized Lists ==
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|}
 +
 
 +
 
 +
 
 +
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 +
|-
 +
| colspan="2" |
 +
|-
 +
| colspan="2" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| width="50%" |
 +
| width="50%" |
 +
|-
 +
| colspan="2" |
 +
|}
 +
 
 +
 
 +
 
 +
 
 +
 
 +
{{Footer_ProDon}}

Revision as of 14:23, 7 May 2012

Template:Header ProDon

Introduction

Preparing the Active List


Creating Customized Lists

Static List (main window)


Customized Static List Criteria

All clients of the active list
All third-party clients of the active list
All clients of the active list meeting certain donation criteria


All clients of the active list meeting certain mailing criteria


All clients of the active list who are potential duplicates
All clients who are linked to a client of the active list according to link criteria


The selected client only

Static List / Adding a New List



Static List / Modifying an Existing List (Add or remove clients)


Static List / Renaming a List




Static List / Removing a List



Dynamic List (main window)


Dynamic List / Adding a New List



Types of Customized Dynamic Lists

Donation criteria


Mailing criteria


Dynamic List / Modifying Criteria from an Existing List



Dynamic List / Renaming a List



Dynamic List / Removing a List



Adding or Removing a Client from an Existing List (static or dynamic) from a Client File


Viewing / Filtering Customized Lists




Document name: ProDon:Customized Lists

Retrieved from "http://wikien.logilys.com/index.php?title=ProDon:Customized_Lists&oldid=3363"