Difference between revisions of "ProDon:Preferences"
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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user the option to change the background color (orange or purple). | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the user the option to change the background color between '''''Prodon''''' (orange) or '''''Prolys''''' (purple). |
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|<span style="color: rgb(255, 0, 0);">'''C:'''</span> When searching, if the option " When the button is clicked " is selected, click on the button [[Common_functions:Search_Bar|" 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. | |<span style="color: rgb(255, 0, 0);">'''C:'''</span> When searching, if the option " When the button is clicked " is selected, click on the button [[Common_functions:Search_Bar|" 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. | ||
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=== " Regional Options " Tab === | === " Regional Options " Tab === | ||
− | '''NOTE: ''' This tab is only displayed in the " User Preferences " if the option has been activated in the " System Preferences ", see [[#PointA|" Regional Options " point <span style="color: rgb(255, 0, 0);">'''A'''</span>]] in the " System Preferences ".<br> | + | '''NOTE: ''' This tab is only displayed in the [[ProDon:Preferences (Version 5)|" User Preferences "]] if the option has been activated in the [[ProDon:Preferences (Version 5)|" System Preferences "]], see [[#PointA|" Regional Options " point <span style="color: rgb(255, 0, 0);">'''A'''</span>]] in the " System Preferences ".<br> |
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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 | + | <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 '''''Prodon''''' documents. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> These options allow the date format to be configured. The | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> These options allow the date format to be configured. The [[Image:Bouton point interrogation.png]] button allows the access to the format legend for the date. |
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows the user to choose the default printers to be used for each of the following elements: lists and reports, receipts, invoices, and batch report. |
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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This section allows the Email Integration | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> This section allows the Email Integration for '''''Prodon'''''. These configurations are usually done by the '''''Logilys''''' technicians. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> This section allows the connection of '''''Prodon''''' to '''''Excel''''' or to another software similar to '''''Excel''''' in order to export | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> This section allows the connection of '''''Prodon''''' to '''''Excel''''' or to another software similar to '''''Excel''''' in order to export data. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> If this option is activated, the user only has to double-click in the phone number field type and the number will automatically be dialed | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> If this option is activated, the user only has to double-click in the phone number field type and the number will automatically be dialed into '''''Skype'''''. |
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| colspan="2" | | | colspan="2" | | ||
− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> By installing this additionnal feature, an icon will appear in '''''Outlook''''' allowing the user to record the emails in '''''Prodon''''' | + | <span style="color: rgb(255, 0, 0);">'''E:'''</span> By installing this additionnal feature, an icon will appear in '''''Outlook''''' allowing the user to record the emails into tasks in '''''Prodon'''''. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> 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 | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> 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 " [[ProDon:Task and History Management - Customer Relationship Management (CRM)#.22Reminder.22 Tab|Reminder Tab]] " section of the " [[ProDon:Task and History Management - Customer Relationship Management (CRM)|Task and History Management]] " document. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the default delay for the reminders to be set. | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows the default delay for the repeat of the reminders to be set. |
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> These boxes allow for the activation or deactivation | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> These boxes allow for the activation or deactivation from some questions to be asked or warning windows to be viewed in '''''Prodon'''''. |
| width="50%" | | | width="50%" | | ||
− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The links in blue allows the user to save a preset answer for the questions in | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The links in blue allows the user to save a preset answer for the questions asked in '''''Prodon'''''. To edit the saved answer, click on the question and select the answer. |
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== System Preferences<br> == | == System Preferences<br> == | ||
− | System preferences can only be edited by the " Supervisor " profile | + | System preferences can only be edited by the " Supervisor " profile in '''''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> |
=== Security and languages<br> === | === Security and languages<br> === | ||
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows for a password to be required when | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows for a password to be required when accessing '''''Prodon'''''. |
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<span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set the default language for '''''Prodon'''''. | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to set the default language for '''''Prodon'''''. | ||
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− | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user the option to change the background color between Prodon (orange) or Prolys (purple). | + | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows the user the option to change the background color between '''''Prodon''''' (orange) or '''''Prolys''''' (purple). |
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− | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Activates security management per user (password and | + | <span style="color: rgb(255, 0, 0);">'''A:'''</span> Activates security management per user (password and acesses). |
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<span style="color: rgb(255, 0, 0);">'''E:'''</span> Allows to set the default language for '''''Prodon'''''. | <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). | + | |<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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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> The " French " tab allows for a different format to be used for the monetary and date formats if the french language is used for documents in '''''Prodon'''''. |
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− | <span style="color: rgb(255, 0, 0);">'''C:'''</span> | + | <span style="color: rgb(255, 0, 0);">'''C:'''</span> If the first option is checked, the software will use the default options of '''''Windows'''''. If the second one is checked, the user will be able to customize these options. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> These options allow the | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> These options allow the date format to be configured. |
− | |||
|- | |- | ||
− | | | + | |<span style="color: rgb(255, 0, 0);">'''E:'''</span> These options allow the money format to be configured. |
− | <span style="color: rgb(255, 0, 0);">'''E:'''</span> | + | |<span style="color: rgb(255, 0, 0);">'''F:'''</span> Allows to choose the list seperator by default. |
− | |||
− | | | ||
− | <span style="color: rgb(255, 0, 0);">'''F:'''</span> | ||
− | |||
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− | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the activation the use of a reference number for | + | <span style="color: rgb(255, 0, 0);">'''B:'''</span> Allows the activation of the use of a reference number for a means of communication. |
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− | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to transfer the reference number to the new means of communication when changing | + | <span style="color: rgb(255, 0, 0);">'''D:'''</span> Allows to transfer the reference number to the new means of communication when changing a means of communication. |
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− | | colspan="2" | [[File:Prodon5 Preferences 015.png | + | | colspan="2" | [[File:Prodon5 Preferences 015.png]] |
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Revision as of 13:09, 5 July 2018
Preferences |
Contents
- 1 Introduction
- 2 Access to preferences
- 3 User preferences
- 4 System Preferences
- 4.1 Security and languages
- 4.2 Regional Options
- 4.3 Clients
- 4.4 Addresses
- 4.5 Means of communication
- 4.6 Duplicates
- 4.7 Transactions
- 4.8 Commitments
- 4.9 Time Sheets
- 4.10 Greetings
- 4.11 Reports
- 4.12 Display
- 4.13 E-mail Blast / eReceipts
- 4.14 Other
- 4.15 Performances
- 4.16 Tasks
- 4.17 Documents
- 4.18 Mailings
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 customize the 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 for 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 any 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 the " 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 modified by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing the users to access different management grids or sections of the software in a single 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, or to not display (not recommended). |
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 choose 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 to automatically open the scan file for additionnal 2D bar codes. | 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 grid 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 every 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 in the " System Preferences ".
Printers and other options
Task options
A: Allows a deadline to be determined by default when adding a new task.
|
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 " Reminder Tab " section of the " Task and History Management " document. |
D: Allows the default delay for the repeat of the reminders to be set. |
Time sheet
Questions and warnings
System Preferences
System preferences can only be edited by the " Supervisor " profile in 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
Means of communication
Duplicates
A: Allows the detection of potential duplicates when creating a new client file. |
B: Allows the search criteria for duplicates to be defined. |
C: Allows the user to choose the detection method for duplicates when importing client files. This option is only available with the " Importation Modules ". |
D: Allows the user to choose how many characters Prodon will use to search for duplicates. |
E: Allows the user to choose the order of sorting the clients when merging duplicates. |
F: Allows the selection of which fields Prodon will use to 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 " Commitments Module " is activated in the database.
Time Sheets
Greetings
Reports
A : Allows the desired custom fields to be displayed in the " Batch Transactions " type reports. |
B : Allows the desired characteristics to be displayed in the " Batch Transactions " type reports. |
Display
A : Allows the user to decide which contact and adress information will be displayed in the entry window of a transaction or commitment. |
B : Allows the " Third-party " section to be displayed. |
E-mail Blast / eReceipts
NOTE: This tab is only visible and the options are only editable if the " E-mail Blast module " or " eReceipts " 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 in a family type concept. |
C: Allows periodic 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: Allows the user to generate documents in a preset order. |
B: Allows the setting of the next invoice number. 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 activity used in the last mailing for the client (latest mailing date) will be displayed when entering new transactions. |
C: These options are only available if the option in B is checked and allow to search a mailing by " Responses ". For example, you want the occasion and activity of the last mailing that has " Payment in waiting " is automatically entered when you are entering the next transaction |
NOTE : For more information about Mailing History, click here. |
Document name: ProDon:Preferences
Version : 5.0.5