ProDon:Customized Lists

Introduction

The customized list tool allows you to create clients lists. Once created, these clients lists are saved and can be viewed again at will. They can also be combined with one another and can be modified or deleted if desired. Although it is possible to create lists somewhere else than in the "Client management", they still are clients lists.

The button allows you to create a customized list and can be found in the following ProDon managements:

• Client management
• Task and history management
• Analysis and history
• Receipts to be issued
• Documents to be issued

There are two types of customized lists: static lists and dynamic lists.

Static lists remain the same and always contain the same clients (e.g. a list people having received a particular letter), whereas a dynamic list is automatically modified by ProDon each time a client enters the requested criteria (e.g. all the clients who gave $1,000 or more in a lifetime). To be noted that the dynamic lists are only available in the "Client management".

Customized lists can be based on precise clients (e.g. all clients, potential duplicates, etc.) AND on different criteria. Therefore, a list is created from certain clients (or all clients) who meet certain criteria.

Preparing the Active List

As stated in the introduction, customized lists can be created from different ProDon managements. Although each grid contains different elements (Client management = clients, Analysis and history = transactions, etc.), the result of a list will always be a clients list.

Example of an active list containing all the clients of the "Client management", no search or filter have been applied.

For instance, after searching for the clients living in Toronto, the number of items onscreen has decreased, but it still is the active list on which the customized list will be based.

Viewing / Filtering Customized Lists

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Document name: ProDon:Customized Lists

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