Difference between revisions of "ProDon:Customized Lists"
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== Introduction == | == 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 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. |
| + | <br> | ||
| + | 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 | |
| − | *Client management | + | *Analysis and history |
| − | *Task and history management | + | *Receipts to be issued |
| − | *Analysis and history | ||
| − | *Receipts to be issued | ||
*Documents to be issued | *Documents to be issued | ||
| + | <br> | ||
| + | There are two types of customized lists: static lists and dynamic lists. | ||
| − | + | <br> | |
| − | |||
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| + | 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". | ||
| + | <br> | ||
| + | <br> | ||
| − | Customized lists can be based | + | Customized lists can be based on precise 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 == | == Preparing the Active List == | ||
Revision as of 14:16, 8 May 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 donation 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 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 on precise 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
