ProDon: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

As stated in the introduction, customized lists can be created from different ProDon managements. Although each grid contains different elements (Client management = clients, Analysis and history = transactions, etc.), the result of a list will always be a clients list.

Example of an active list containing all the clients of the "Client management", no search or filter have been applied.

For instance, after searching for the clients living in Toronto, the number of items onscreen has decreased, but it still is the active list on which the customized list will be based.

Creating Customized Lists

After configuring the active list in the chosen management, click on the button that is at the top of the window, in order to write the criteria in the customized list.

In the "Client management", two options are available: "Static lists" and "Dynamic lists". In all other managements, only the option "Static lists" is available, so no choices are offered.

In the customized lists tool, it is possible to create, edit and remove lists. However, to be able to view them onscreen again or to combine lists together, see the "Viewing / Filtering Customized Lists" section.

Static List (main window)

Static listsremain the same and always contain the same clients. It is sometimes necessary that a list remains the same, for instance, people having received a particular letter for a specific donation occasion. This list must be fixed and cannot change.

After clicking on the button and choosing the "Static lists" option, this window opens.
A: These are the choices of clients who could be assigned to a static customized list. For more details, consult this section.	B: By checking this box, the clients excluded from the E-mail Blast who meet the selected criteria will be added to the list.
C: The buttons , and

Viewing / Filtering Customized Lists

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Document name: ProDon:Customized Lists

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