Difference between revisions of "ProDon:Customized Lists"

Revision as of 14:16, 8 May 2012

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 onprecise 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

Creating Customized Lists

Static List (main window)

Customized Static List Criteria

All clients of the active list

All third-party clients of the active list

All clients of the active list meeting certain donation criteria

All clients of the active list meeting certain mailing criteria

All clients of the active list who are potential duplicates

All clients who are linked to a client of the active list according to link criteria

The selected client only

Static List / Adding a New List

Static List / Modifying an Existing List (Add or remove clients)

Static List / Renaming a List

Static List / Removing a List

Dynamic List (main window)

Dynamic List / Adding a New List

Types of Customized Dynamic Lists

Donation criteria

Mailing criteria

Dynamic List / Modifying Criteria from an Existing List

Dynamic List / Renaming a List

Dynamic List / Removing a List

Adding or Removing a Client from an Existing List (static or dynamic) from a Client File

Viewing / Filtering Customized Lists

Document name: ProDon:Customized Lists

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 == 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 [[Image:Button_Personnalised_lists.png]] 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 onprecise 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 ==