Difference between revisions of "ProDon:Customized Lists"
Line 52: | Line 52: | ||
== Creating Customized Lists == | == Creating Customized Lists == | ||
− | After configuring the active list in the chosen management, click on the [[Image: | + | After configuring the active list in the chosen management, click on the [[Image:Button Personnalised lists.png]] button that is at the top of the window, in order to edit the criteria of the customized list. |
− | In the "Client management", two options are available: "Static lists" and "Dynamic lists". In all other managements, only the option "Static lists" is available, so no choices are offered | + | In the "Client management", two options are available: "Static lists" and "Dynamic lists". In all other managements, only the option "Static lists" is available, so no other choices are offered. |
− | |||
− | |||
+ | With the customized lists tool, it is possible to create, modify and remove lists. However, to be able to view them onscreen again or to combine lists together, see the "Viewing / Filtering Customized Lists" section. | ||
+ | <br> | ||
=== Static List (main window) === | === Static List (main window) === | ||
− | Static | + | Static lists remain the same and always contain the same clients. It is sometimes necessary that a list remains the same, for instance, people who received a particular letter for a specific donation occasion. This list must be fixed and cannot change. |
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 517px; height: 684px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 517px; height: 684px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image:Button Personnalised lists.png]] button and | + | After clicking on the [[Image:Button Personnalised lists.png]] button and selecting the "Static lists" option, this window opens. |
|- | |- | ||
Line 75: | Line 75: | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''These are the choices of clients who could be assigned to a static | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''These are the choices of clients who could be assigned to a customized static list. For more details, see this section. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''By checking this box, the clients excluded from | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''By checking this box, the clients excluded from mass mailing who meet the selected criteria will be added to the list. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">C: </span>'''The buttons [[Image:Button add plus.png]], [[Image:Button Edit.png]] and [[Image:Button Minus remove delete.png]] allow you to add a new list, to modify the name of a list or to remove a customized list. | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''The buttons [[Image:Button add plus.png]], [[Image:Button Edit.png]] and [[Image:Button Minus remove delete.png]] allow you to add a new list, to modify the name of a list or to remove a customized list. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">D: </span>'''These are choice lists already created. By clicking on the drop-down menu, all | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''These are choice lists that have already been created. By clicking on the drop-down menu, all existing cutomized lists are present. To modify an existing list, select it, then follow the instructions of the "Static list/Modifying an existing list (Add or remove clients)" section. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to edit the criteria for the customized list. The criteria to be edited will change based on the chosen criterion of static | + | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to edit the criteria for the customized list. The criteria to be edited will change based on the chosen criterion of the customized static list. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Depending on the choice selected | + | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Depending on the choice selected at '''<span style="color: rgb(255, 0, 0);">A</span>''', this button will be visible or not. If it is visible, by clicking on it, the number of clients, in accordance with the chosen criteria, will be indicated. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">G: </span>'''Always considering the criteria selected | + | '''<span style="color: rgb(255, 0, 0);">G: </span>'''Always considering the criteria selected at <span style="color: rgb(255, 0, 0);">'''A'''</span>, this button allows you to add to an existing list the clients of the active list shown onscreen, '''OR''' allows you to add to an existing list the clients of the active list meeting the criteria edited in <span style="color: rgb(255, 0, 0);">'''E'''</span>, '''OR''' allows you to add a new list of clients from the active list corresponding to the selected criteria. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Always considering the | + | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Always considering the criteria selected at <span style="color: rgb(255, 0, 0);">'''A,'''</span> this button allows you to remove from an existing list the clients of the active list shown onscreen, '''OR''' allows you to remove from an existing list the clients of the active list meeting the criteria edited in <span style="color: rgb(255, 0, 0);">'''E'''</span>. |
|- | |- | ||
Line 105: | Line 105: | ||
'''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to empty the chosen existing list before adding the client(s) with the selected criteria. | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to empty the chosen existing list before adding the client(s) with the selected criteria. | ||
− | '''CAUTION:''' By clicking on <span style="color: rgb(255, 0, 0);">'''G'''</span>, this feature will erase the clients previously contained in this list and will modify it with the new corresponding client(s). | + | '''CAUTION:''' By clicking on <span style="color: rgb(255, 0, 0);">'''G'''</span>, this feature will erase the clients previously contained in this list and will modify it with the new corresponding client(s). |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">J: </span>'''Automatically displays onscreen the result of the modified list. | + | '''<span style="color: rgb(255, 0, 0);">J: </span>'''Automatically displays onscreen the result of the modified list. |
− | '''NOTE:''' It is strongly recommended to leave this checkbox unchecked at all times not to lose the previous active list onscreen. To learn how to view or revise the customized lists onscreen, see this section. | + | '''NOTE:''' It is strongly recommended to leave this checkbox unchecked at all times not to lose the previous active list onscreen. To learn how to view or revise the customized lists onscreen, see this section. |
|} | |} | ||
Line 118: | Line 118: | ||
==== Customized Static List Criteria ==== | ==== Customized Static List Criteria ==== | ||
− | There are seven types of static | + | There are seven types of customized static lists and each type contains different criteria. Here they are: |
*All client in the active list | *All client in the active list | ||
− | *All third-party clients of the | + | *All third-party clients of the active list |
− | *All clients in the active list that meet certain | + | *All clients in the active list that meet certain gift criteria |
− | *All clients in the active list that meet certain mailing criteria | + | *All clients in the active list that meet certain mailing criteria |
− | *All potential duplicate clients in the active list | + | *All potential duplicate clients in the active list |
− | *All clients linked to a client in the | + | *All clients linked to a client in the active list that meet certain link criteria |
− | *Only the selected client | + | *Only the selected client |
− | |||
+ | <br> | ||
===== All clients of the active list ===== | ===== All clients of the active list ===== | ||
− | Allows you to include all the clients who are currently in the active list. | + | Allows you to include all the clients who are currently in the active list. |
− | This type of customized list is useful if all the clients to be added or removed from a list are already isolated in the active list | + | This type of customized list is useful if all the clients to be added or removed from a list are already isolated in the active list. |
− | |||
− | |||
+ | After choosing "All clients in the active list" in <span style="color: rgb(255, 0, 0);">'''A'''</span>, determine what must be done by following the instructions in the main window "Static list (main window)". | ||
+ | <br> | ||
===== All third-party clients of the active list ===== | ===== All third-party clients of the active list ===== | ||
− | Only available in some tabs of "Analysis and history" and allows you to extract all third-party clients registered in the transactions of the active list. | + | Only available in some tabs of "Analysis and history" and allows you to extract all third-party clients registered in the transactions of the active list. |
− | After choosing "All clients in the active list" | + | After choosing "All clients in the active list" at <span style="color: rgb(255, 0, 0);">'''A'''</span>, determine what must be done by following the instructions of the main window "Static list (main window)". |
+ | <br> | ||
+ | ===== All clients of the active list meeting certain gift criteria ===== | ||
− | + | Allows you to include the clients of the active list who correspond to certain gift criteria. | |
− | |||
− | Allows you to include the clients | ||
{| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | This window appears after | + | This window appears after selecting "All clients in the active list that meet certain gift criteria" at<span style="color: rgb(255, 0, 0);">''' A'''</span>, determine what must be done at <span style="color: rgb(255, 0, 0);">'''C'''</span>, then click on the "Edit criteria" button at <span style="color: rgb(255, 0, 0);">'''E'''</span>. |
In this window, you must select the desired options in order to target clients in relation with a transaction history. | In this window, you must select the desired options in order to target clients in relation with a transaction history. | ||
Line 174: | Line 174: | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">C: </span>'''This option is not available in the first criterion. It allows you to target a variation | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''This option is not available in the first criterion. It allows you to target a variation in relation to the previous criterion. For instance, if $50 were entered, the clients who gave $50 more or less in a donation occasion in comparison to another donation occasion would be have been found. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to specify the number of instalments to reach the amount targeted | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to specify the number of instalments in order to reach the amount targeted at <span style="color: rgb(255, 0, 0);">'''A'''</span> or iat '''<span style="color: rgb(255, 0, 0);">B</span>'''. For instance, if the amounts indicated at <span style="color: rgb(255, 0, 0);">'''A '''</span>had been $500 to $1,000 and that a minimum of 1 transaction and a maximum of 2 transactions would have been defined, a client who made 3 transactions of $200 could not be found. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to base your search on the highest transactions to reach the amount targeted | + | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to base your search on the highest transactions in order to reach the amount targeted at <span style="color: rgb(255, 0, 0);">'''A'''</span> or at <span style="color: rgb(255, 0, 0);">'''B'''</span>. For instance, if the amounts indicated at<span style="color: rgb(255, 0, 0);">''' A'''</span> had been $500 to $1,000 and that only the 2 highest transactions of the clients would be considered, a client for whom the 2 highest transactions were $500 and $600 would not be found. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to define the interval | + | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to define the date interval (according to the periods created in '''''ProDon''''') in which the transactions must have been made. |
|- | |- | ||
Line 196: | Line 196: | ||
|- | |- | ||
− | |||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">J: </span>'''Allows you to decide whether the search should be based on all the transactions or if it should be based on donation | + | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to select the type of transaction among three choices "Client", "Third-party client" or "Client and third-party client". |
+ | |||
+ | | width="50%" | | ||
+ | '''<span style="color: rgb(255, 0, 0);">J: </span>'''Allows you to decide whether the search should be based on all the transactions or if it should be based on donation occasions, campaigns or activities in particular. | ||
|- | |- | ||
Line 205: | Line 207: | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">L: </span>'''Allows you to base the search on origin | + | '''<span style="color: rgb(255, 0, 0);">L: </span>'''Allows you to base the search on origin codes. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">M: </span>'''Depending on the type of selection chosen | + | '''<span style="color: rgb(255, 0, 0);">M: </span>'''Depending on the type of selection chosen at <span style="color: rgb(255, 0, 0);">'''J'''</span>, the [[Image:Button funky check mark.png]] and [[Image:Button funky x.png]] buttons and the boxes on the left will be available or not. The [[Image:Button funky check mark.png]] button allows you to check all the boxes to the left of the buttons and the [[Image:Button funky x.png]] allows you to uncheck them all. It is also possible to select one by one the donation occasions, activities or campaigns that should be considered in the search. In the example above, all the clients who gave less than $1 in either donation occasions will be found. |
| width="50%" | | | width="50%" | | ||
Line 216: | Line 218: | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">O: </span>'''The buttons "[[Image:Button add plus.png]] Add criterion" and "[[Image:Button Minus remove delete.png]] Delete criterion" | + | '''<span style="color: rgb(255, 0, 0);">O: </span>'''The buttons "[[Image:Button add plus.png]] Add criterion" and "[[Image:Button Minus remove delete.png]] Delete criterion" allow you to add or delete a criterion. In this example, there are two criteria. The number of criteria is visible from the tabs in the upper-left of the window. By adding a criterion you must go in the tab to configure criterion 2, 3, etc. To delete a criterion, select the tab of the criterion, then click on the "[[Image:Button Minus remove delete.png]] Delete criterion" button. |
| width="50%" | | | width="50%" | | ||
Line 223: | Line 225: | ||
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | '''NOTE: '''For points <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''E'''</span>, the "0" indicate that the box should not be considered. Therefore, if "0" is entered | + | '''NOTE: '''For points <span style="color: rgb(255, 0, 0);">'''D'''</span> and <span style="color: rgb(255, 0, 0);">'''E'''</span>, the "0" indicate that the box should not be considered. Therefore, if "0" is entered at <span style="color: rgb(255, 0, 0);">'''D'''</span>, this field will not be considered. At <span style="color: rgb(255, 0, 0);">'''E'''</span>, for instance, if the minimum is "2", but there is no maximum, you must enter "0" as maximum and if the maximum is "10" but there is no minimum, you must enter "0" as minimum. |
|} | |} | ||
− | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the main menu screen. To | + | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the main menu screen. To pursue with the customized list, see points <span style="color: rgb(255, 0, 0);">'''F'''</span>, '''<span style="color: rgb(255, 0, 0);">G</span>''', '''<span style="color: rgb(255, 0, 0);">H</span>''', '''<span style="color: rgb(255, 0, 0);">I</span>''' and '''<span style="color: rgb(255, 0, 0);">J</span>''' of the "Static List (main window)" section.<br> |
===== All clients of the active list meeting certain mailing criteria ===== | ===== All clients of the active list meeting certain mailing criteria ===== | ||
Line 233: | Line 235: | ||
Allows you to include the clients of the active list who correspond to certain mailing criteria. | Allows you to include the clients of the active list who correspond to certain mailing criteria. | ||
− | A list by mailing criterion mainly allows you to find all the clients who have not responded following a mailing, in order to solicit them again. This type of list is also useful to find the clients who responded positively , or to find the clients who have not received a mailing. | + | A list by mailing criterion mainly allows you to find all the clients who have not responded following a mailing, in order to solicit them again. This type of list is also useful to find the clients who responded positively, or to find the clients who have not received a mailing. |
− | To use the customized list of the clients meeting certain mailing criteria, it is important that the mailing histories have been adequately documented in the database. To learn how to use the mailing history, | + | To use the customized list of the clients meeting certain mailing criteria, it is important that the mailing histories have been adequately documented in the database. To learn how to use the mailing history, see this document. |
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 585px; height: 580px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | This window opens after selecting "All clients in the active list that meet certain mailing criteria" | + | This window opens after selecting "All clients in the active list that meet certain mailing criteria" at '''<span style="color: rgb(255, 0, 0);">A</span>''', determine what must be done at <span style="color: rgb(255, 0, 0);">'''C'''</span>, then click on the "Edit criteria" button at '''<span style="color: rgb(255, 0, 0);">E</span>'''. |
In this window, you must select the desired options in order to target clients by mailing history report. | In this window, you must select the desired options in order to target clients by mailing history report. | ||
Line 273: | Line 275: | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">F:</span>''' Select the "response value" of the mailing history to be considered for the search according to the configuration of default responses. In this example, "No answer" means that I want to search the clients to whom I have sent a solicitation, but for which I did not get any response; all this aiming at sending a second mailing. | + | '''<span style="color: rgb(255, 0, 0);">F:</span>''' Select the "response value" of the mailing history to be considered for the search according to the configuration of default responses. In this example, "No answer" means that I want to search the clients to whom I have sent a solicitation, but for which I did not get any response; all this aiming at sending a second mailing. |
|- | |- | ||
Line 302: | Line 304: | ||
<br> | <br> | ||
− | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the main menu screen. To continue the customized list, see points '''F''', '''G''', '''H''', '''I '''and '''J''' of the "Static List (main window)" section. | + | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the main menu screen. To continue the customized list, see points '''F''', '''G''', '''H''', '''I '''and '''J''' of the "Static List (main window)" section. |
===== All clients of the active list who are potential duplicates ===== | ===== All clients of the active list who are potential duplicates ===== | ||
− | Allows you to find the clients who potentially are more than once in the database from an active list. | + | Allows you to find the clients who potentially are more than once in the database from an active list. |
− | There is a duplicate when there is more than one client file for the same client. | + | There is a duplicate when there is more than one client file for the same client. |
− | To learn how to use this type of customized list, consult the "Searching and Eliminating Duplicates" procedure. | + | To learn how to use this type of customized list, consult the "Searching and Eliminating Duplicates" procedure. |
===== All clients who are linked to a client of the active list according to link criteria ===== | ===== All clients who are linked to a client of the active list according to link criteria ===== | ||
Line 322: | Line 324: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 485px; height: 378px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 485px; height: 378px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 358: | Line 360: | ||
<br> | <br> | ||
− | After clicking on "[[Image: | + | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the main menu screen. To continue the customized list, see points <span style="color: rgb(255, 0, 0);">'''F'''</span>, '''<span style="color: rgb(255, 0, 0);">G</span>''', '''<span style="color: rgb(255, 0, 0);">H</span>''', '''<span style="color: rgb(255, 0, 0);">I</span>''' and '''<span style="color: rgb(255, 0, 0);">J</span>''' of the "Static List (main window)" section. |
===== The selected client only ===== | ===== The selected client only ===== | ||
Line 368: | Line 370: | ||
However, to add or remove clients individually, it is rather preferable to proceed directly from the client file. | However, to add or remove clients individually, it is rather preferable to proceed directly from the client file. | ||
− | To learn how to add or remove a client in a customized list from the client file, consult this section. | + | To learn how to add or remove a client in a customized list from the client file, consult this section. |
==== Static List / Adding a New List ==== | ==== Static List / Adding a New List ==== | ||
Line 376: | Line 378: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 517px; height: 837px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 382: | Line 384: | ||
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 007.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
Line 417: | Line 419: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 455px; height: 382px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 446: | Line 448: | ||
|} | |} | ||
− | <br> | + | <br> |
==== Static List / Modifying an Existing List (Add or remove clients) ==== | ==== Static List / Modifying an Existing List (Add or remove clients) ==== | ||
Line 452: | Line 454: | ||
To modify an existing customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be modified, then prepare the active list of the clients who have to be added or removed from the existing list. Once the active list is created, click on the [[Image:Bouton Listes personnalisees.png]] button, that is at the top of the window, then select "Static list". | To modify an existing customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be modified, then prepare the active list of the clients who have to be added or removed from the existing list. Once the active list is created, click on the [[Image:Bouton Listes personnalisees.png]] button, that is at the top of the window, then select "Static list". | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 516px; height: 819px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 516px; height: 819px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 480: | Line 482: | ||
'''<span style="color: rgb(255, 0, 0);">F: </span>'''To modify the customized list by adding clients, once steps <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', '''<span style="color: rgb(255, 0, 0);">C</span>''' and '''<span style="color: rgb(255, 0, 0);">D</span>''' are completed, click on "[[Image:Button add plus.png]] Add to the client list" to add the clients with the selected criteria in the list chosen at <span style="color: rgb(255, 0, 0);">'''C'''</span>. | '''<span style="color: rgb(255, 0, 0);">F: </span>'''To modify the customized list by adding clients, once steps <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', '''<span style="color: rgb(255, 0, 0);">C</span>''' and '''<span style="color: rgb(255, 0, 0);">D</span>''' are completed, click on "[[Image:Button add plus.png]] Add to the client list" to add the clients with the selected criteria in the list chosen at <span style="color: rgb(255, 0, 0);">'''C'''</span>. | ||
− | '''CAUTION: '''The list will henceforth comprise the clients who were already part of the list '''AND''' the clients meeting the edited criteria. | + | '''CAUTION: '''The list will henceforth comprise the clients who were already part of the list '''AND''' the clients meeting the edited criteria. |
<br> | <br> | ||
Line 486: | Line 488: | ||
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">G: </span>'''To modify the customized list by removing clients, once steps <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', '''<span style="color: rgb(255, 0, 0);">C</span>''' and <span style="color: rgb(255, 0, 0);">'''D'''</span> are completed, click on "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">G: </span>'''To modify the customized list by removing clients, once steps <span style="color: rgb(255, 0, 0);">'''A'''</span>, '''<span style="color: rgb(255, 0, 0);">B</span>''', '''<span style="color: rgb(255, 0, 0);">C</span>''' and <span style="color: rgb(255, 0, 0);">'''D'''</span> are completed, click on "[[Image:Button Minus remove delete.png]] Remove from the client list" to remove clients with the selected criteria of the list chosen at <span style="color: rgb(255, 0, 0);">'''C'''</span>. |
− | '''CAUTION: '''The list will henceforth comprise the clients who were part of list '''MINUS''' the clients meeting the edited driteria. | + | '''CAUTION: '''The list will henceforth comprise the clients who were part of list '''MINUS''' the clients meeting the edited driteria. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to empty the existing list chosen prior to adding the client(s) with the selected criteria, or being in the active list. | + | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to empty the existing list chosen prior to adding the client(s) with the selected criteria, or being in the active list. |
− | '''CAUTION: '''By clicking on <span style="color: rgb(255, 0, 0);">'''F'''</span>, this feature will erase the clients previously contained in this list and will modify with the new corresponding client(s). | + | '''CAUTION: '''By clicking on <span style="color: rgb(255, 0, 0);">'''F'''</span>, this feature will erase the clients previously contained in this list and will modify with the new corresponding client(s). |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Automatically displays onscreen the result of the modified list. | + | '''<span style="color: rgb(255, 0, 0);">I: </span>'''Automatically displays onscreen the result of the modified list. |
− | '''NOTE: '''It is strongly recommended to leave this box unchecked at all times not to lose the previous active list onscreen. To learn how to view or see the customized lists onscreen again, see this section. | + | '''NOTE: '''It is strongly recommended to leave this box unchecked at all times not to lose the previous active list onscreen. To learn how to view or see the customized lists onscreen again, see this section. |
| width="50%" | | | width="50%" | | ||
− | '''NOTE: '''To learn how to view or see the customized lists onscreen again, see the "Viewing/Filtering Customized Lists". | + | '''NOTE: '''To learn how to view or see the customized lists onscreen again, see the "Viewing/Filtering Customized Lists". |
|} | |} | ||
− | <br> | + | <br> |
==== Static List / Renaming a List ==== | ==== Static List / Renaming a List ==== | ||
− | To rename a customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be renamed, then click on the [[Image: | + | To rename a customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be renamed, then click on the [[Image:Bouton Listes personnalisees.png]] button that is at the top of the window.<br> |
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 518px; height: 582px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Bouton Listes personnalisees.png]] button, this window opens.<br> |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 010.png]]<br> |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Using the drop-down list, select the customized list to be renamed. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Using the drop-down list, select the customized list to be renamed. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized static list to be renamed, click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized static list to be renamed, click on the [[Image:Button Edit.png]] button. |
|} | |} | ||
Line 530: | Line 532: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 458px; height: 343px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Button Edit.png]] button, this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 011.png]]<br> |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the new name in the "Name" field. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the new name in the "Name" field. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button, then click on the "[[Image:Bouton annuler.png]] Close" in the next window. |
|} | |} | ||
Line 548: | Line 550: | ||
<br> | <br> | ||
− | <br> | + | <br> |
==== Static List / Removing a List ==== | ==== Static List / Removing a List ==== | ||
Line 554: | Line 556: | ||
To delete a customized static list for good, go to the proper management (client management, analysis and history, etc.) in order to find the list to be removed, then click on the [[Image:Bouton Listes personnalisees.png]] button that is at the top of the window. | To delete a customized static list for good, go to the proper management (client management, analysis and history, etc.) in order to find the list to be removed, then click on the [[Image:Bouton Listes personnalisees.png]] button that is at the top of the window. | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 520px; height: 544px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 520px; height: 544px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 572: | Line 574: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 456px; height: 343px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 456px; height: 343px;" |
|- | |- | ||
| | | | ||
Line 585: | Line 587: | ||
|} | |} | ||
− | <br> | + | <br> |
=== Dynamic List (main window) === | === Dynamic List (main window) === | ||
− | A dynamic list, as opposed to a static list, keeps itself updated. Upon each viewing, all the clients it contains correspond exactly to the criteria specified in the creation of the list. Moreover, only the mailing or the donation criteria can be used for the dynamic lists. | + | A dynamic list, as opposed to a static list, keeps itself updated. Upon each viewing, all the clients it contains correspond exactly to the criteria specified in the creation of the list. Moreover, only the mailing or the donation criteria can be used for the dynamic lists. |
− | '''NOTE: '''The dynamic lists are only available in the "Client management". | + | '''NOTE: '''The dynamic lists are only available in the "Client management". |
'''CAUTION: '''Contrary to static lists, dynamic lists '''are not''' based on the active list onscreen. The clients found during the configuration of a dynamic list are '''all the clients in the database''' meeting the edited criteria. | '''CAUTION: '''Contrary to static lists, dynamic lists '''are not''' based on the active list onscreen. The clients found during the configuration of a dynamic list are '''all the clients in the database''' meeting the edited criteria. | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 567px; height: 418px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Bouton Listes personnalisees.png]] button at the top of the "Client management" and selecting the option "Dynamic list", this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 014.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''These are all the existing dynamic lists in the database. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''These are all the existing dynamic lists in the database. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button add plus.png]], [[Image:Button Edit.png]] and [[Image:Button Minus remove delete.png]] buttons allow you to add, modify or remove a customized dynamic list. |
|} | |} | ||
Line 615: | Line 617: | ||
==== Dynamic List / Adding a New List ==== | ==== Dynamic List / Adding a New List ==== | ||
− | To create a new customized dynamic list , go to the "Client management", click on the [[Image: | + | To create a new customized dynamic list , go to the "Client management", click on the [[Image:Bouton Listes personnalisees.png]] button, that is at the top of the window, then select the "Dynamic list" option. |
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 565px; height: 396px;" class="wikitable" |
|- | |- | ||
| | | | ||
− | After clicking on "Dynamic list", this window opens. | + | After clicking on "Dynamic list", this window opens. |
|- | |- | ||
− | | [[Image: | + | | [[Image:Customized Lists 015.png]] |
|- | |- | ||
| | | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''To create a new list, click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''To create a new list, click on the [[Image:Button add plus.png]] button. |
|} | |} | ||
Line 632: | Line 634: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 502px; height: 401px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Button add plus.png]] button of the previous window, this window then opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 016.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Name the new customized list. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Name the new customized list. |
− | '''NOTE: '''The name given here must be meaningful since this list will be saved for future viewing. | + | '''NOTE: '''The name given here must be meaningful since this list will be saved for future viewing. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''It is not possible to modify the type of list from this window. | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''It is not possible to modify the type of list from this window. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">C: </span>'''By checking this box, the clients excluded from the E-mail Blast and who meet the criteria will be added to the list. | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''By checking this box, the clients excluded from the E-mail Blast and who meet the criteria will be added to the list. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to select the sub-type of customized list. | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to select the sub-type of customized list. |
− | '''NOTE: '''There are only two choices with regards to dynamic lists: "Gift criteria" and "Mailing criteria". | + | '''NOTE: '''There are only two choices with regards to dynamic lists: "Gift criteria" and "Mailing criteria". |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">E: </span>'''allows you to edit the criteria of the customized dynamic list. The criteria to be edited will change based on the chosen sub-type of customized dynamic list. | + | '''<span style="color: rgb(255, 0, 0);">E: </span>'''allows you to edit the criteria of the customized dynamic list. The criteria to be edited will change based on the chosen sub-type of customized dynamic list. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">F: </span>'''By clicking on the "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">F: </span>'''By clicking on the "[[Image:Button Check mark Confirm.png]] Confirm addition", clients meeting the criteria edited at <span style="color: rgb(255, 0, 0);">'''E'''</span> will be added to the list. |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | '''NOTE: '''To see the list onscreen, see the "Viewing/Filtering Customized Lists". | + | '''NOTE: '''To see the list onscreen, see the "Viewing/Filtering Customized Lists". |
|} | |} | ||
− | <br> | + | <br> |
==== Types of Customized Dynamic Lists ==== | ==== Types of Customized Dynamic Lists ==== | ||
− | There are two types of customized dynamic lists and each contains different criteria.<br> | + | There are two types of customized dynamic lists and each contains different criteria.<br> |
− | Here are the two types:<br> | + | Here are the two types:<br> |
− | *Gift criteria<br> | + | *Gift criteria<br> |
*Mailing criteria<br> | *Mailing criteria<br> | ||
− | <br> | + | <br> |
===== Gift criteria ===== | ===== Gift criteria ===== | ||
Line 766: | Line 768: | ||
<br> | <br> | ||
− | After clicking on "[[Image: | + | After clicking on "[[Image:Button Check mark Confirm.png]] OK",'''''ProDon''''' will go back to the Customized list management screen. |
− | To see the dynamic list onscreen, consult the "Viewing/Filtering Customized Lists" section. | + | To see the dynamic list onscreen, consult the "Viewing/Filtering Customized Lists" section. |
===== Mailing criteria ===== | ===== Mailing criteria ===== | ||
Line 782: | Line 784: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 574px; height: 514px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 574px; height: 514px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 807: | Line 809: | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Choose the activity for which the mailing has been sent. If no activity is to be considered for the search, simply leave this box empty. | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''Choose the activity for which the mailing has been sent. If no activity is to be considered for the search, simply leave this box empty. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Enter the canvasser for the mailing, if desired. | + | '''<span style="color: rgb(255, 0, 0);">E: </span>'''Enter the canvasser for the mailing, if desired. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Choose the "response value" of the mailing history to be considered for the search in accordance with the configuration of the default responses. In this example, "No answer" means that I want to search the clients to whom I have sent a solicitation, but from whom I did not receive any response, so that I can send them another solicitation. | + | '''<span style="color: rgb(255, 0, 0);">F: </span>'''Choose the "response value" of the mailing history to be considered for the search in accordance with the configuration of the default responses. In this example, "No answer" means that I want to search the clients to whom I have sent a solicitation, but from whom I did not receive any response, so that I can send them another solicitation. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">G: </span>'''Enter the description of the mailing that has been sent, if desired. | + | '''<span style="color: rgb(255, 0, 0);">G: </span>'''Enter the description of the mailing that has been sent, if desired. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to search for the mailings for which no activity had been specified. | + | '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to search for the mailings for which no activity had been specified. |
− | '''NOTE: '''If <span style="color: rgb(255, 0, 0);">'''D'''</span> is empty and that this box is not checked, the mailings for which no activity had been specified and the mailings for which any activity had been specified will be found. If <span style="color: rgb(255, 0, 0);">'''D'''</span> is empty and that this box is checked, only the mailings with no activity specified will be found. | + | '''NOTE: '''If <span style="color: rgb(255, 0, 0);">'''D'''</span> is empty and that this box is not checked, the mailings for which no activity had been specified and the mailings for which any activity had been specified will be found. If <span style="color: rgb(255, 0, 0);">'''D'''</span> is empty and that this box is checked, only the mailings with no activity specified will be found. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">I: </span>'''The reversed search allows you to find all the clients who '''do not correspond''' to '''all''' the criteria entered. | + | '''<span style="color: rgb(255, 0, 0);">I: </span>'''The reversed search allows you to find all the clients who '''do not correspond''' to '''all''' the criteria entered. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">J: </span>'''This option allows you to include, in addition to the clients meeting the edited criteria, all the clients with no mailing documented. | + | '''<span style="color: rgb(255, 0, 0);">J: </span>'''This option allows you to include, in addition to the clients meeting the edited criteria, all the clients with no mailing documented. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">K: </span>'''The buttons "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">K: </span>'''The buttons "[[Image:Button add plus.png]] Add criterion" and "[[Image:Button Minus remove delete.png]] Delete criterion" allow you to add or remove a criterion. In this example, there is only 1 criterion. The number of criteria is visible from the tabs in the upper-left of the window. By adding a criterion, you must go in the tab to configure criterion 2, 3, etc. To delete a criterion, select the criterion tab, then click on the "[[Image:Button Minus remove delete.png]] Delete criterion". |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">L: </span>'''When all the criteria are selected, click on "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">L: </span>'''When all the criteria are selected, click on "[[Image:Button Check mark Confirm.png]] OK". |
|} | |} | ||
Line 843: | Line 845: | ||
<br> | <br> | ||
− | After clicking on "[[Image: | + | After clicking on "[[Image:Button Check mark Confirm.png]] OK", '''''ProDon''''' will go back to the Customized list management screen. |
− | To see the list onscreen, consult the "Viewing/Filtering Customized Lists" section. | + | To see the list onscreen, consult the "Viewing/Filtering Customized Lists" section. |
==== Dynamic List / Modifying Criteria from an Existing List ==== | ==== Dynamic List / Modifying Criteria from an Existing List ==== | ||
− | To modify an existing customized dynamic list, go to the "Client management", click on the [[Image: | + | To modify an existing customized dynamic list, go to the "Client management", click on the [[Image:Bouton Listes personnalisees.png]] at the top of the window, then select the "Dynamic list" option. |
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 564px; height: 417px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on "Dynamic lists", this window opens. | + | After clicking on "Dynamic lists", this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 019.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the customized list to be modified. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the customized list to be modified. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized dynamic to be modified, click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized dynamic to be modified, click on the [[Image:Button Edit.png]] button. |
|} | |} | ||
Line 869: | Line 871: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 480px; height: 382px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Button Edit.png]] button, this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 020.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Click on the "Edit criteria" button to modify the gift criteria or the mailing criteria. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Click on the "Edit criteria" button to modify the gift criteria or the mailing criteria. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''It is possible to check or uncheck the "Include clients excluded from mass mailing" box. | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''It is possible to check or uncheck the "Include clients excluded from mass mailing" box. |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">C: </span>'''It is possible to modify the sub-type of the customized dynamic list, then the criteria at <span style="color: rgb(255, 0, 0);">'''A'''</span>. | + | '''<span style="color: rgb(255, 0, 0);">C: </span>'''It is possible to modify the sub-type of the customized dynamic list, then the criteria at <span style="color: rgb(255, 0, 0);">'''A'''</span>. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To save the new edited criteria, click on the "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">D: </span>'''To save the new edited criteria, click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button. |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | '''NOTE: '''To see the modified list onscreen, consult the "Viewing/Filtering Customized Lists" section. | + | '''NOTE: '''To see the modified list onscreen, consult the "Viewing/Filtering Customized Lists" section. |
|} | |} | ||
− | <br> | + | <br> |
==== Dynamic List / Renaming a List ==== | ==== Dynamic List / Renaming a List ==== | ||
− | To rename an existing customized dynamic list, go to the "Client management", click on the [[Image: | + | To rename an existing customized dynamic list, go to the "Client management", click on the [[Image:Bouton Listes personnalisees.png]] button at the top of the window, then click the "Dynamic list" option. |
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 566px; height: 417px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on "Dynamic lists", this window opens. | + | After clicking on "Dynamic lists", this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 021.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the customized list to be renamed. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Select the customized list to be renamed. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized dynamic list to be renamed, click on the [[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''After selecting the customized dynamic list to be renamed, click on the [[Image:Bouton Listes personnalisees.png]] button. |
|} | |} | ||
Line 920: | Line 922: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1 | + | {| cellspacing="1" cellpadding="1" border="1" style="width: 468px; height: 362px;" class="wikitable" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | After clicking on the [[Image: | + | After clicking on the [[Image:Button Edit.png]] button, this window opens. |
|- | |- | ||
− | | colspan="2" | [[Image: | + | | colspan="2" | [[Image:Customized Lists 022.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the new name in the "Name" field. | + | '''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the new name in the "Name" field. |
| width="50%" | | | width="50%" | | ||
− | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the "[[Image: | + | '''<span style="color: rgb(255, 0, 0);">B: </span>'''Click on the "[[Image:Button Check mark Confirm.png]] Confirm edit" button. |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
− | '''NOTE: '''To see the renamed list onscreen, consult the "Viewing/Filtering Customized Lists" section. | + | '''NOTE: '''To see the renamed list onscreen, consult the "Viewing/Filtering Customized Lists" section. |
|} | |} | ||
− | <br> | + | <br> |
==== Dynamic List / Removing a List ==== | ==== Dynamic List / Removing a List ==== | ||
Line 946: | Line 948: | ||
To delete a customized dynamic list for good, go to the "Client management", click on the [[Image:Bouton Listes personnalisees.png]] button at the top of the window, then select the "Dynamic list" option. | To delete a customized dynamic list for good, go to the "Client management", click on the [[Image:Bouton Listes personnalisees.png]] button at the top of the window, then select the "Dynamic list" option. | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 563px; height: 417px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 563px; height: 417px;" |
|- | |- | ||
| colspan="2" | | | colspan="2" | | ||
Line 964: | Line 966: | ||
<br> | <br> | ||
− | {| cellspacing="1" cellpadding="1" border="1" style="width: 466px; height: 343px; | + | {| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 466px; height: 343px;" |
|- | |- | ||
| | | |
Revision as of 10:42, 22 June 2012
Contents
- 1 Introduction
- 2 Preparing the Active List
- 3 Creating Customized Lists
- 3.1 Static List (main window)
- 3.1.1 Customized Static List Criteria
- 3.1.1.1 All clients of the active list
- 3.1.1.2 All third-party clients of the active list
- 3.1.1.3 All clients of the active list meeting certain gift criteria
- 3.1.1.4 All clients of the active list meeting certain mailing criteria
- 3.1.1.5 All clients of the active list who are potential duplicates
- 3.1.1.6 All clients who are linked to a client of the active list according to link criteria
- 3.1.1.7 The selected client only
- 3.1.2 Static List / Adding a New List
- 3.1.3 Static List / Modifying an Existing List (Add or remove clients)
- 3.1.4 Static List / Renaming a List
- 3.1.5 Static List / Removing a List
- 3.1.1 Customized Static List Criteria
- 3.2 Dynamic List (main window)
- 3.1 Static List (main window)
- 4 Adding or Removing a Client from an Existing List (static or dynamic) from a Client File
- 5 Viewing / Filtering 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 client 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 of people who 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 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 as well. Therefore, a list is created with 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 outcome of a list will always be a client list.
Creating Customized Lists
After configuring the active list in the chosen management, click on the button that is at the top of the window, in order to edit the criteria of the customized list.
In the "Client management", two options are available: "Static lists" and "Dynamic lists". In all other managements, only the option "Static lists" is available, so no other choices are offered.
With the customized lists tool, it is possible to create, modify and remove lists. However, to be able to view them onscreen again or to combine lists together, see the "Viewing / Filtering Customized Lists" section.
Static List (main window)
Static lists remain the same and always contain the same clients. It is sometimes necessary that a list remains the same, for instance, people who received a particular letter for a specific donation occasion. This list must be fixed and cannot change.
Customized Static List Criteria
There are seven types of customized static lists and each type contains different criteria. Here they are:
- All client in the active list
- All third-party clients of the active list
- All clients in the active list that meet certain gift criteria
- All clients in the active list that meet certain mailing criteria
- All potential duplicate clients in the active list
- All clients linked to a client in the active list that meet certain link criteria
- Only the selected client
All clients of the active list
Allows you to include all the clients who are currently in the active list.
This type of customized list is useful if all the clients to be added or removed from a list are already isolated in the active list.
After choosing "All clients in the active list" in A, determine what must be done by following the instructions in the main window "Static list (main window)".
All third-party clients of the active list
Only available in some tabs of "Analysis and history" and allows you to extract all third-party clients registered in the transactions of the active list.
After choosing "All clients in the active list" at A, determine what must be done by following the instructions of the main window "Static list (main window)".
All clients of the active list meeting certain gift criteria
Allows you to include the clients of the active list who correspond to certain gift criteria.
After clicking on " OK", ProDon will go back to the main menu screen. To pursue with the customized list, see points F, G, H, I and J of the "Static List (main window)" section.
All clients of the active list meeting certain mailing criteria
Allows you to include the clients of the active list who correspond to certain mailing criteria.
A list by mailing criterion mainly allows you to find all the clients who have not responded following a mailing, in order to solicit them again. This type of list is also useful to find the clients who responded positively, or to find the clients who have not received a mailing.
To use the customized list of the clients meeting certain mailing criteria, it is important that the mailing histories have been adequately documented in the database. To learn how to use the mailing history, see this document.
After clicking on " OK", ProDon will go back to the main menu screen. To continue the customized list, see points F, G, H, I and J of the "Static List (main window)" section.
All clients of the active list who are potential duplicates
Allows you to find the clients who potentially are more than once in the database from an active list.
There is a duplicate when there is more than one client file for the same client.
To learn how to use this type of customized list, consult the "Searching and Eliminating Duplicates" procedure.
All clients who are linked to a client of the active list according to link criteria
Allows you to include the clients in the active list corresponding to certain types of links between client files.
A list by link criteria is used to find all the clients linked to one of the clients in the active list. For example, if the active list consists of of five client files of schools in which exist links to students, it would be possible to find all students of either of the five schools. Or, if the active list consists of all the students' client files of one school, in which exist the links to their parents, it would be possible to find all the students' parents of the school.
To use this type of customized list by link criterion, all the links must have been documented in the database. To learn how to add contacts linked to client files, consult the "Contacts and Links" document.
After clicking on " OK", ProDon will go back to the main menu screen. To continue the customized list, see points F, G, H, I and J of the "Static List (main window)" section.
The selected client only
Allows you to only the client of the active list who is selected.
This type of customized list is useful if a client must be added or removed from an existing customized list, or if a new list to which it is necessary to add clients one by one to be created.
However, to add or remove clients individually, it is rather preferable to proceed directly from the client file.
To learn how to add or remove a client in a customized list from the client file, consult this section.
Static List / Adding a New List
To create a new static customized list, go to the management proper to the type of list to be created (client management, analysis and history, etc.), then prepare the active list of the clients who must be in the new customized static list. Once the active list is created, click on the button, which is at the top of the window, then select "Static list".
Static List / Modifying an Existing List (Add or remove clients)
To modify an existing customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be modified, then prepare the active list of the clients who have to be added or removed from the existing list. Once the active list is created, click on the button, that is at the top of the window, then select "Static list".
Static List / Renaming a List
To rename a customized static list, go to the proper management (client management, analysis and history, etc.) in order to find the list to be renamed, then click on the button that is at the top of the window.
| |
A: Using the drop-down list, select the customized list to be renamed. |
B: After selecting the customized static list to be renamed, click on the button. |
| |
A: Enter the new name in the "Name" field. |
B: Click on the " Confirm edit" button, then click on the " Close" in the next window. |
Static List / Removing a List
To delete a customized static list for good, go to the proper management (client management, analysis and history, etc.) in order to find the list to be removed, then click on the button that is at the top of the window.
A: Using the drop-down list, select the customized list to be deleted. |
B: After selecting the customized static list to be deleted, click on the button. |
A: To delete the list that is found in the "name" field for good, click on the " Confirm deletion", then click on the " Close" button of the next window. |
Dynamic List (main window)
A dynamic list, as opposed to a static list, keeps itself updated. Upon each viewing, all the clients it contains correspond exactly to the criteria specified in the creation of the list. Moreover, only the mailing or the donation criteria can be used for the dynamic lists.
NOTE: The dynamic lists are only available in the "Client management".
CAUTION: Contrary to static lists, dynamic lists are not based on the active list onscreen. The clients found during the configuration of a dynamic list are all the clients in the database meeting the edited criteria.
Dynamic List / Adding a New List
To create a new customized dynamic list , go to the "Client management", click on the button, that is at the top of the window, then select the "Dynamic list" option.
After clicking on "Dynamic list", this window opens. |
Types of Customized Dynamic Lists
There are two types of customized dynamic lists and each contains different criteria.
Here are the two types:
- Gift criteria
- Mailing criteria
Gift criteria
Allow you to include all the clients in the database who correspond to certain gift criteria.
NOTE: Contrary to the static lists, as far as the dynamic lists are concerned, the criteria are not based on the active list, but rather on the clients in the database.
After clicking on " OK",ProDon will go back to the Customized list management screen.
To see the dynamic list onscreen, consult the "Viewing/Filtering Customized Lists" section.
Mailing criteria
Allows you to include all the clients in the database who meet certain mailing criteria.
A list by mailing criteria mainly allows you to find the clients who have not responded following a maiilng, in order to solicit them again. This type of list is also useful to find the clients who have responded positively, or to find the clients who have not received the mailing.
To use the customized list of teh clients meeting certain mailing criteria, it is important that the mailing history had been documented adequately in the database. To learn how to use the mailing history, consult this document.
NOTE: Contrary to the static lists, as far as the dynamic lists are concerned, the criteria are not based on the active list, but rather on all the clients in the database.
After clicking on " OK", ProDon will go back to the Customized list management screen.
To see the list onscreen, consult the "Viewing/Filtering Customized Lists" section.
Dynamic List / Modifying Criteria from an Existing List
To modify an existing customized dynamic list, go to the "Client management", click on the at the top of the window, then select the "Dynamic list" option.
After clicking on "Dynamic lists", this window opens. | |
A: Select the customized list to be modified. |
B: After selecting the customized dynamic to be modified, click on the button. |
Dynamic List / Renaming a List
To rename an existing customized dynamic list, go to the "Client management", click on the button at the top of the window, then click the "Dynamic list" option.
After clicking on "Dynamic lists", this window opens. | |
A: Select the customized list to be renamed. |
B: After selecting the customized dynamic list to be renamed, click on the button. |
A: Enter the new name in the "Name" field. |
|
NOTE: To see the renamed list onscreen, consult the "Viewing/Filtering Customized Lists" section. |
Dynamic List / Removing a List
To delete a customized dynamic list for good, go to the "Client management", click on the button at the top of the window, then select the "Dynamic list" option.
After clicking on "Dynamic lists", this window opens. | |
File:Customized Lists 023.png | |
A: Select the customized list to be deleted. |
B: After selecting the customized dynamic list to be deleted, click on the button. |
A: To delete the list that is in the "Name" field for good, click on the " Confirm deletion" button. |
Adding or Removing a Client from an Existing List (static or dynamic) from a Client File
To add clients individually to the customized lists, it is preferable and faster to do it from their client files.
Viewing / Filtering Customized Lists
To view a customized list, you must apply a filter.
First go to the proper management (client management, analysis and history, etc.) to find the list to be viewed.
CAUTION: When a customized list is generated in "Analysis and history", all the "transactions" of the clients are included in this list are found. For instance, if you isolate the transactions of "Golf Tournament 2012" by using the "Donation occasion" column, you would find 150 transactions , but for 125 clients. When all the clients of theactive list are added to the customized list, 125 clients will be added and not 150 transactions. When viewing this list in "Analysis and history", the result would not be of 150 transactions, but rather all the transactions of the 125 clients in the list. If the same list is viewed in the "Client management", 125 clients would be found.
Document name: ProDon:Customized Lists