Difference between revisions of "ProDon:Client Management"

Revision as of 14:35, 9 August 2011

Introduction

The client management contains ALL the clients of the database (volunteers, donors, suppliers, etc.).

To get to the client management, from the software home page, click on the "Clients" menu, then select " Clients".

Information on Client Management


A: Allows you to search among the active clients of the database.	B: Allows you to search among the inactive clients of the database.
C: Allows you to search among all the clients of the database (active clients and inactive clients).	D: Allows you to search by contact.
E: Allows you to choose the current view. For more information concerning the views, click here.	F: Allows you to choose a current filter. For more information on the filters, click here.
G: Allows you to search or delete information entered in the search bar, or to access the list of search codes available. For more information concerning the search bar, click here.	H: Allows you to access reports related to clients.
I: Allows you to browse through the grid.	J: Displays the selected client's summary of transactions. It will appear at the bottom of the window.
K: Allows you to add, modify or remove a view. For more information concerning the views, click here.	L: Allows you to configure a filter and to delete a filter. For more information on the filters, click here.
M: Allows you to add a client, to modify the selected client or to delete a client. CAUTION: Before adding a client, conduct a keyword search to know if the client already exists in the database. For more information concerning the search, click here.	N: Allows you to export the active list in Excel. For more information concerning data exportation, click here.
O: Allows you to add a task to the selected client or to all the clients of the active list. For more information concerning the tasks, click here.	P: Allows you to conduct an Internet search on certain pieces of information linked to a selected client.
Q: Allows you open a computer file in order to file documents (pdf, jpg, etc.) relating to clients.	R: Allows you to access the "Customized lists" tool. For more information concerning customized lists, click here.
S: Allows you to do client type or contact type Mass Mailing. For more information concerning Mass Mailing, click here.	T: These two buttons are only visible if the E-mail blast module is activated. For more information concerning E-mail Blast, click here.

Client File Details

Client's Personal Information

"1-Info" Tab

"2-Info" Tab

"3-Canvasser" Tab

"4-Categories" Tab

"5-Characteristics" Tab

"6-Summary" Tab

"7-Lists" Tab

"8-Merge" Tab

"9-Cust. Fields" Tab

Client's Transactions, Mailings and Relations

"Tr. received" Tab

"Beneficiary Tr." Tab

"Tr. transferred" Tab

"Tr. not transferred" Tab

"3rd party tr." Tab

"Invoices" Tab

"Mailings" Tab

"Prospecting activities" Tab

"Commitments" Tab

"Third-party commitments" Tab

"Contacts" Tab

"Links" Tab

"Affiliations" Tab

Document name: ProDon:Client Management

Printable version

@@ Line 11: / Line 11: @@
 {| width="50%" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 |-
-| colspan="2" | [[Image:Client_Management_001.png]]
+| colspan="2" | [[Image:Client Management 001.png]]
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to search among the active clients of the database.
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">B: </span>'''Allows you to search among the inactive clients of the database.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">C: </span>'''Allows you to search among all the clients of the database (active clients and inactive clients).
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to search by contact.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">E: </span>'''Allows you to choose the current view. For more information concerning the views, click here.
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to choose a current filter. For more information on the filters, click here.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">G: </span>'''Allows you to search or delete information entered in the search bar, or to access the list of search codes available. For more information concerning the search bar, click here.
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to access reports related to clients.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to browse through the grid.
 | width="50%" |
 <span style="color: rgb(255, 0, 0);">'''J: '''</span>Displays the selected client's summary of transactions. It will appear at the bottom of the window.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">K: </span>'''Allows you to add, modify or remove a view. For more information concerning the views, click here.
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">L: </span>'''Allows you to configure a filter and to delete a filter. For more information on the filters, click here.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">M: </span>'''Allows you to add a client, to modify the selected client or to delete a client. '''CAUTION: '''Before adding a client, conduct a keyword search to know if the client already exists in the database. For more information concerning the search, click here.
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">N: </span>'''Allows you to export the active list in '''''Excel'''''. For more information concerning data exportation, click here.
 |-
 | width="50%" |
 '''<span style="color: rgb(255, 0, 0);">O: </span>'''Allows you to add a task to the selected client or to all the clients of the active list. For more information concerning the tasks, click here.
+| width="50%" |
+'''<span style="color: rgb(255, 0, 0);">P: </span>'''Allows you to conduct an Internet search on certain pieces of information linked to a selected client.
-| width="50%" | '''<span style="color: rgb(255, 0, 0);">P: </span>'''Allows you to conduct an Internet search
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">Q: </span>'''Allows you open a computer file in order to file documents (pdf, jpg, etc.) relating to clients.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">R: </span>'''Allows you to access the "Customized lists" tool. For more information concerning customized lists, click here.
 |-
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">S: </span>'''Allows you to do client type or contact type Mass Mailing. For more information concerning Mass Mailing, click here.
 | width="50%" |
+'''<span style="color: rgb(255, 0, 0);">T: </span>'''These two buttons are only visible if the E-mail blast module is activated. For more information concerning E-mail Blast, click here.
 |}