ProDon:Categories vs Customized Fields vs Characteristics

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Introduction

When designing ProDon, general information that is necessary for the majority of organizations has been integrated, Also, the software developed to allow the users to configure and customize the options according to their specific needs.

There are three ways to customize the different management of the software ("Client Management", "Transaction Management", "Donation Occasion Management", etc.). Depending on the future use and where the customization is necessary, one of the three methods could be more adequat. To know the situations where customizations can be used, see this section.

The 3 different methods to customize the system are the following:

• Client categories
• Customized fields
• Characteristics

The first questions to ask yourself in order to find the most appropriate customization method are the following:

• For which type of information this customization is necessary? (Is it for clients, transactions, donation occasion activities, etc.)?
• Is a start date and/or end date necessary?
• Is it possible that I need to use this customization more than once for an element? (For instance, a volunteer can have the "professional competence" in accounting, and the "professional competence" in reading.)

It is also possible to conduct a serach or apply a filter from the customizations and to use them in custom reports.

NOTE: It is important to know that the customization methods can be complementary amongst themselves. More than one customization can therefore be used at the same time in a single filter and it is possible to match them to fields of the database. For example, I could search all the clients in the Toronto area (Field in the database), who are volunteers (client category) and who are available on Saturday night (Characteristic).

Client Categories

Only available in the "Client Management", this type of customization is actually a checkbox, a piece of information on the client that will be useful for internal purposes. That is the easiets to use, but the most limited one, since it does not allow for keeping a long-term history. It is therefore advisable to use this type of customization only if the present time is imortant. For instance, if a client is a volunteer and decides not to be one anymore, you must uncheck this checkbox. Once the box unchecked, you do not have any means to know that the client has been a volunteer in the past.

Client categories are visible in the client file and can be used to retreive clients lists or filters containing one or more categories, for example, "Volunteer".

Positive and Negative Points of the Client Categories

• Can be used t as filters
• Cannot be used in custom reports
• Cannot be configured to be compulsory in information entry
• Cannot be  visible in the management grid and are not available for search purposes
• Cannot keep a history of the past since it is only a checkbox

To learn how to create and use client categories, see the "Tab "4-Categories"" section of the "Client Management" document.

Customized Fields

This type of customization is actually a customized field containing:

• A name
• A response value

Customized fields are available in several mangement of ProDon. They can be created to manage information specific to:

• Clients
• Donation occaiosn activities
• Transactions
• Expenditures

Positive and Negative Points of the Customized Fields

• Can be used to make filters
• Can be used in custom reports
• Cannot be used more than once (a customized fiels is there only once and has no response value)
• Can be configured to be compulsory in information entry
• Can be used as merge fields in master documents
• Can be visible in the management grids and are available for search purposes

NOTE: To learn how to make a customized field visible in a management grid, see the "View Management" document.

Summary of Previous Explanations

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Document name: ProDon:Categories vs Customized Fields vs Characteristics

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