Difference between revisions of "ProDon:Preferences"
(finished the changes in the User Preferences document) (Tag: Visual edit) |
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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 the Network Version, please be advised that the changes done to these preferences will be applied to all of the users of '''''Prodon'''''.<br> |
− | <br> | ||
=== Security and languages<br> === | === Security and languages<br> === | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | [[File:ProDon5_Preferences_009.png]] | + | | colspan="2" | [[File:ProDon5_Preferences_009.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows a password | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows for a password to be required when opening '''''Prodon'''''. |
| | | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''. |
|- | |- | ||
| | | | ||
− | <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 for a password to be required when opening a PDF document via '''''Prodon'''''. |
| | | | ||
− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set the default language for '''''Prodon'''''. |
|} | |} | ||
− | |||
− | |||
==== Network Version ==== | ==== Network Version ==== | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | [[File: | + | | colspan="2" | [[File:Prodon5 Preferences 010.png|656x656px]] |
|- | |- | ||
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Activates security management per user (password and rights). |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to log | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user to log into '''''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. | ||
|- | |- | ||
| | | | ||
− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows the | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows for the session type on the workstation to be managed. For more information, click on the [[Image:Bouton point interrogation.png]] button. |
| | | | ||
− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set a maximum number of attemps to connect to '''''Prodon'''''. |
|- | |- | ||
− | + | | | |
− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to set the default language for '''''Prodon'''''. |
+ | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows the option to change the background color between Prodon (orange) or Prolys (purple). | ||
|} | |} | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
|- | |- | ||
− | | colspan="2" | [[File: | + | | colspan="2" | [[File:Prodon5 Preferences 011.png]] |
|- | |- | ||
| width="50%" | | | width="50%" | |
Revision as of 15:46, 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 tab allows the user to costomize general configuration settings in the software. For example, the activation/deactivation of some fields or options in the software, the configuration of the format or the setting 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 section 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. To get the access needed go to User Management page 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: Allows a user to choose the display language of the software. |
B: Allows the user the option to change the background color between Prodon (orange) or Prolys (purple). |
C: 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 criteria is complete. | D: Allows the user the choice of selecting when the Web Section of the main page will be refreshed. For example, the user can choose if the refresh type will be done as soon as Logilys modifies something, when the user starts up the software, etc. |
E: Allows the user to choose the language in which the Web section of the main page will be displayed. |
F: Allows for the customization of the path to the temporary folder. This configuration is usually done by the technicians at Logilys. |
G: Allows the user to chosse which of the available shortcuts are to be created in the Start menu. The shortcuts available are: Prodon, the Support Center, the backup software, the web update software, the Wiki documentation, and the Logilys web site. |
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 to open up which contains address fields (number, type of road, road name, point of call, etc.) to help users to use a consistent template for their client files. |
J: Allows the minimization of Prodon and places it in the notification zone of Windows 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 you to automatically add the selected merge fields to be inserted in a new Master Documents when it opens for the first time. |
M: Allows the last filtered period to be automatically selected at the top right corner of the Analysis and history of transactions view when opening it again. | N: If this box is activated, Prodon will display a window informing the user that 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). |
O: If this box is activated, ProDon will display a window informing the user that there are online donations to import at each X minutes (the Online Donation module must be activated to be able to see this box). A number of minutes can be set for each user. | P: Allows the codes for the campaigns, occasions, 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
A: Allows a deadline to be determined by default when adding a new task.
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B: If the box "Active" is checked, it will be possible to quickly add a task by pressing the « Ctrl » + « Alt » + « T » keys from any management list in Prodon. |
C: These two options are associated to reminders for tasks. It is possible to choose between the two choices, the default value that will be assigned when creating a new task. For more informations about these options, consult the section « Reminder Tab » of the « Task and History Management » document. |
D: Allows the default delay for the reminder to be set. |
Time sheet
Questions and warnings
System Preferences
System preferences can only be edited by the "Supervisor" profile of Prodon. In the Network Version, please be advised that the changes done to these preferences will be applied to all of the 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.
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E: Allows the selection of by which field ProDon will detect the identical transactions.
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NOTE: For the search and the deletion of potential duplicates in the database, go to this procedure.
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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
| ||
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
| |
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