Difference between revisions of "ProDon:Preferences"
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{{Header_TOC}}<br> | {{Header_TOC}}<br> | ||
− | '''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of | + | '''<u>CAUTION</u>''' : This document is for '''VERSION''' '''5''' of '''''Prodon'''''. To go to the document for version 4, [[ProDon:Preferences_(Version_4)|click here]]. <br><br><span style="color: rgb(255, 0, 0);">'''WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.'''</span> |
== Introduction == | == Introduction == | ||
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− | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows shortcuts that will be available in the Start menu to be created. ''''' | + | <span style="color: rgb(255, 0, 0);">'''G:'''</span> Allows shortcuts that will be available in the Start menu to be created. '''''Prodon''''', the Support Centre , the backup software, the Web update software, the wiki documentation, and '''''Logilys''''' Web site are the shortcuts that can be created in the Start menu. |
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− | <span style="color: rgb(255, 0, 0);">'''H:'''</span> ''''' | + | <span style="color: rgb(255, 0, 0);">'''H:'''</span> '''''Prodon''''' automatically keeps a history of the last item visited. This option allows the users to choose how many items they want to keep in their history. |
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<span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows a window which contains address fields (number, type of road, road name, point of call, etc.) to be displayed, to give a consistent template for the client files. | <span style="color: rgb(255, 0, 0);">'''I:'''</span> Allows a window which contains address fields (number, type of road, road name, point of call, etc.) to be displayed, to give a consistent template for the client files. | ||
− | | <span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the minimization of ''''' | + | | <span style="color: rgb(255, 0, 0);">'''J:'''</span> Allows the minimization of '''''Prodon''''' in the '''''Windows''''' notification zone at the bottom right of the screen. |
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− | |<span style="color: rgb(255, 0, 0);">'''O:'''</span> If this box is activated, ''''' | + | |<span style="color: rgb(255, 0, 0);">'''O:'''</span> If this box is activated, '''''Prodon''''' will display a window informing if there are online donations to import at each opening of the software (the Online Donation module must be activated to be able to see this box). |
− | |<span style="color: rgb(255, 0, 0);">'''P:'''</span> If this box is activated, ''''' | + | |<span style="color: rgb(255, 0, 0);">'''P:'''</span> If this box is activated, '''''Prodon''''' will display a window informing if there are online donations to import at each X minutes (the Online Donation module must be activated to make this box able to be seen). A number of minutes can be set for each user. |
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> The "English" and "French" Tabs allow different formats for each language to be configured. These formats will be used in the documents of ''''' | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> The "English" and "French" Tabs allow different formats for each language to be configured. These formats will be used in the documents of '''''Prodon'''''. |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> If the option "Use the Regional options of Windows" is activated, ''''' | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> If the option "Use the Regional options of Windows" is activated, '''''Prodon''''' will use the default configurations of '''''Windows'''''. If the option "Use custom configuration" is checked, the user will be able to choose the money and date format. |
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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This section allows the Email Integration to ''''' | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This section allows the Email Integration to '''''Prodon'''''. These configurations are usually done by '''''Logilys'''''' technicians to be configured. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> This section allows the integration of ''''' | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> This section allows the integration of '''''Prodon''''' to '''''Excel''''' or to another software similar to '''''Excel''''' to export data to be configured. |
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| colspan="2" | | | colspan="2" | | ||
− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> By installing the complement, a button will appear in '''''Outlook''''' allowing the user to save emails in ''''' | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> By installing the complement, a button will appear in '''''Outlook''''' allowing the user to save emails in '''''Prodon''''''s tasks. |
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| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> If the box "Active" is checked, the addition of a task quickly by pressing the "Ctrl" + "Alt" + "T" keys from any ''''' | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> If the box "Active" is checked, the addition of a task quickly by pressing the "Ctrl" + "Alt" + "T" keys from any '''''Prodon''''' management. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> If this option is activated, the user can choose in how many minutes before the deadline of a tasks ''''' | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> If this option is activated, the user can choose in how many minutes before the deadline of a tasks '''''Prodon''''' will send a warning to the user. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> If this option is activated, the user will be able to choose the precise time that ''''' | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> If this option is activated, the user will be able to choose the precise time that '''''Prodon''''' will warn the user of the deadline of a task. |
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== System Preferences<br> == | == System Preferences<br> == | ||
− | System preferences can only be edited by the "Supervisor" profile of ''''' | + | System preferences can only be edited by the "Supervisor" profile of '''''Prodon'''''. In a Network Version, please note that the changes done to these preferences will be applied to all users of '''''Prodon'''''.<br> |
− | <br> | ||
=== Security and languages<br> === | === Security and languages<br> === | ||
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows a password for opening ''''' | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows a password for opening '''''Prodon''''' to be asked. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows a password when opening a PDF via ''''' | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows a password when opening a PDF via '''''Prodon''''' to be asked. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the choice of the default language of ''''' | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the choice of the default language of '''''Prodon'''''. |
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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to log in ''''' | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to log in '''''Prodon''''' without entering a password. <br> |
'''''CAUTION:''''' The name of the user must be the same used at the opening of the '''''Windows''''' session. | '''''CAUTION:''''' The name of the user must be the same used at the opening of the '''''Windows''''' session. | ||
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| colspan="2" | | | colspan="2" | | ||
− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the selection of the default language of ''''' | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the selection of the default language of '''''Prodon'''''. |
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− | <span style="color: rgb(255, 0, 0);">'''F:'''</span> The "French" tab allows different money and date formats to be set if the French is used for documents in ''''' | + | <span style="color: rgb(255, 0, 0);">'''F:'''</span> The "French" tab allows different money and date formats to be set if the French is used for documents in '''''Prodon'''''. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to choose how many characters on which ''''' | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the user to choose how many characters on which '''''Prodon''''' will base itself to search for duplicates. |
<br> | <br> | ||
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− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the selection of by which field ''''' | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the selection of by which field '''''Prodon''''' will detect the identical transactions. |
<br> | <br> | ||
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| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows at the opening of ''''' | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows at the opening of '''''Prodon''''' the deactivation of the warning strongly suggesting to do a backup if the last one was done for more than a week ago. |
| width="50%" | | | width="50%" | |
Revision as of 10:22, 8 May 2018
Preferences |
Contents
- 1 Introduction
- 2 Access to preferences
- 3 User preferences
- 4 System Preferences
CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.
WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.
Introduction
The preferences allow general configurations in the software to be done. For example, the activation/deactivation of some fields or some options of the software and the configuration of the format or the edition of the layout of some fields.
There are 2 types of preferences: system preferences and user preferences.
Access to preferences
To configure the preferences from the main page of the software, click on the "Configuration" menu, then select "Preferences". | |
User preferences
The user preferences can be customized by a user. The changes done in this part will only be applied to the current user profile.
NOTE : If some users are not able to edit their user preferences, it is because they do not have the necessary accesses. Then, go to User Management to give the users the rights to customize their preferences.
"Shortcut Bar" tab
The "Shortcut Bar" tab allows the shortcut bar to be edited by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing the users to access different managements or sections of the software in a click.
"Options" Tab
| |
A: Allow a user to choose the display language of the software. |
B: When searching, if the option "When the button is clicked" is selected, click on the button "Search" of the Search Bar or press the "Enter" key on the keyboard to start the search once the search criteria is specified. Also, a delay can be selected to automatically launch the search when the time is over. |
C: Allows the Search bar to be displayed by default. |
D: Allows the choice of when the Web Section (green section) of the main page will be refreshed. For example, the user can choose if the refresh will be done as soon as Logilys will do an edition, or only when the next opening of the software, etc. |
E: Allows the user to choose the language in which the Web section (green section) of the main page will be displayed. |
F: Allows the customization the path of the temporary folder. This configuration is usually done by Logilys' technicians. |
G: Allows shortcuts that will be available in the Start menu to be created. Prodon, the Support Centre , the backup software, the Web update software, the wiki documentation, and Logilys Web site are the shortcuts that can be created in the Start menu. |
H: Prodon automatically keeps a history of the last item visited. This option allows the users to choose how many items they want to keep in their history. |
I: Allows a window which contains address fields (number, type of road, road name, point of call, etc.) to be displayed, to give a consistent template for the client files. |
J: Allows the minimization of Prodon in the Windows notification zone at the bottom right of the screen. |
K: Allows the scan file to be opened automatically when adding a transaction. | L: This option will allow the merge fields checked in the Master Documents configuration to be automatically inserted in a new Master Documents at its first opening. |
M: Allows the last selected period to be kept at the top right of the Transactions analysis and history. It will stay selected at the next opening of Transactions analysis and history. | N: Allows the label "Annual receipt" to be flashing when entering transactions if necessary. |
O: If this box is activated, Prodon will display a window informing if there are online donations to import at each opening of the software (the Online Donation module must be activated to be able to see this box). | P: If this box is activated, Prodon will display a window informing if there are online donations to import at each X minutes (the Online Donation module must be activated to make this box able to be seen). A number of minutes can be set for each user. |
Q: Allows the codes of the campaign, occasion, and activities to be displayed in the selection lists. |
"Regional Options" Tab
NOTE: This tab is only displayed in the "User Preferences" if the option has been activated in the " System Preferences ", see « Regional Options » point A of the « System preferences ».
Printers and other options
Task options
Time sheet
Questions and warnings
System Preferences
System preferences can only be edited by the "Supervisor" profile of Prodon. In a Network Version, please note that the changes done to these preferences will be applied to all users of Prodon.
Security and languages
Standard Version
Network Version
Regional Options
Clients
Addresses
Duplicates
| |
A: Allows the verification of potential duplicates when a user create new client files.
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B: Allows the search criteria for duplicates to be defined.
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C: Allows the user to choose the detection method for duplicates linked to the client importation. This option is linked to the "Importation Modules". . |
D: Allows the user to choose how many characters on which Prodon will base itself to search for duplicates.
|
E: Allows the selection of by which field Prodon will detect the identical transactions.
|
NOTE: For the search and the deletion of potential duplicates in the database, go to this procedure.
|
Transactions
Commitments
NOTE: This tab is only visible and these options are only editable if the " Prospecting and Commitments Module " is activated in the database.
Time Sheets
Greetings
Reports
A : Allows the wished custom fields to be displayed in the reports of "Batch Transactions" type. |
B : Allows the wished characteristics to be displayed in the reports of "Batch Transactions" type. |
Display
E-mail Blast
NOTE: This tab is only visible and the options are only editable if the E-mail Blast module is active.
Other
Performances
Tasks
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A: Allows the task subject to be displayed in "drop-down list" format. |
B: Allows tasks to be gathered by family type. | |
C: Allows tasks to be seen in advance. |
Documents
When receipts or documents (e.g.: Thank-you letters) are generated, it is now possible to specify in which order they will be opened for the purpose of having them printed in a precise order. Thus, if, for example a receipt series and a document series must be printed, both categories of documents will be in the same order.
| |
A: Generate documents in a preset order. |
B: Allows the setting of the starting number for invoices. NOTE : This field is only available if the Invoicing module is activated in the database. |
Mailings
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A: Allows the configuration of the default responses for Mailing history. |
B: If this option is checked, the selected occasion and the selected activity in the last documented mailing in the client folder will be automatically registered when entering a new transaction. |
C: These options are only available if the option in B is checked. They allow a mailing by " Response " to be searched. For example, wanting, at the next transaction entry, that the occasion and the activity of the last mailing that are having a "Payment in pending" to be automatically registered. |
NOTE : For more information about Mailing History, click here. |
Document name: ProDon:Preferences
Version : 5.0.3