ProDon:Default Values

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Introduction

Default values allow you to speed up high volume data entry.

There are three different types of default values in ProDon:

• Default values for transactions;
• Default values for clients;
• Default values for commitments (requires the "Prospecting and Commitments Module").

Default values allow you to configure data that will already be entered when adding new clients, new transactions or new commitments. For example, the communication language "English" could be assigned each time a new client file is created. Another example of this would be if a virtually identical commitment must be entered for several different clients, it is possible to define the pieces of information that are common to all these commitments. More specifically, if all the commitments start and end on the same date, it is possible to ensure that ProDon remembers those dates, so you would not have to enter them each time.

Moreover, it is possible to establish a tabulation order when adding a new transaction.

Configuring Default Values

A "Default values" window appears as a blank window of the chosen type (clients, transactions, commitments). Therefore, if the "Clients" type is selected, a blank window identical to a client addition window opens.

Default Values for Transactions

To configure the default values of a transaction addition window, first go to the "Transaction management".

To do so, from the software home page, click on the "Transactions" menu, then select " Transactions".

Then go to the configuration window of the default values.

To do so, click on the "Update" menu, then select "Default values F4".

After clicking on "Default values F4", this window opens.

Enter the default values in the desired fields. NOTE: All the fields for which values have been entered here will automatically be filled in when adding transactions. On the other hand, you can always change the values manually from the transaction entry window. For more details concerning transactions, click here. To define a tabulation order when entering a transaction, click here.

Default Values for Clients

To configure default values to the client addition window, first go to the "Client management".

To do so, from the software home page, click on the "Clients" menu, then select " Clients".

Then go to the configuration of default values window.

To do so, click on the "Update" menu, then select "Default values F4".

After clicking on "Default values F4", this window opens.

Enter the default values in the desired fields. For instance, "English" as language of communication. NOTE: All fields for which values have been entered here will automatically be filled in when adding clients. On the other hand, you can always change the value manually when creating a new client. For more details concerning the addition of new clients, click here.

Default Values for Commitments

To configure the default values of a commitment addition window, first go to the "Client management".

NOTE: The "Prospecting and Commitments Module" must be activated so that the following options are available.

To do so, from the software home page, click on the "Clients" menu, then select " Clients".

Then go to the default values configuration window.

To do so, click on the "Update" menu, then select "Default values (Commitment)".

After clicking on "Default values (Commitment)", this window opens.

Enter the default values in the desired fields. NOTE: All fields for which values have been entered here will automatically be filled in when adding commitments. On the other hand, you can always change the value manually when entering a commitment. For more details concerning commitments, click here.

Configuring the Tabulation Order

It is possible to configure the tab order in the transaction addition window. This function allows you to define the order in which the cursor moves from one field to the other when pressing on the "TAB" key of the keyboard. By default, the cursor passes over all the fields. However, it is possible to have it pass only over certain fields in a precise order.

To modify the tabulation order of the transaction addition window, first follow the steps of the "Default Values for Transactions" section.

In the "Default transaction values" window, click on the .

After clicking on the button, this window opens.
A: It is the list of all fields available when adding a transaction.	B: It is the list of fields on which the cursor will stop when pressing on the "TAB" key of the keyboard. The tabulation order must be placed downward.
C: The  and buttons allow you to move the fields from column A to column B.	D: The and buttons allow you to specify the tabulation order of the fields in column B.
NOTE: If there is no field in column B, the tabulation order follows the order of the fields that are in column A. However, the tabulation order can not be determined in column A. To establish an order different from the one in column A, which contains all the fields, you have to move all the fields from column A to column B, using the and buttons, and then define the tabulation order using the and buttons.

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Document name: ProDon:Default Values

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