ProDon:Client Management
Contents
- 1 Introduction
- 2 Information on Client Management
- 3 Client File Details
- 3.1 Client's Personal Information
- 3.2 Client's Transactions, Mailings and Relations
- 3.2.1 "Tr. received" Tab
- 3.2.2 "Beneficiary Tr." Tab
- 3.2.3 "Tr. transferred" Tab
- 3.2.4 "Tr. not transferred" Tab
- 3.2.5 "3rd party tr." Tab
- 3.2.6 "Invoices" Tab
- 3.2.7 "Mailings" Tab
- 3.2.8 "Prospecting activities" Tab
- 3.2.9 "Commitments" Tab
- 3.2.10 "Third-party commitments" Tab
- 3.2.11 "Contacts" Tab
- 3.2.12 "Links" Tab
- 3.2.13 "Affiliations" Tab
Introduction
The client management contains ALL the clients of the database (volunteers, donors, suppliers, etc.).
To get to the client management, from the software home page, click on the "Clients" menu, then select "
Clients".
Information on Client Management
Client File Details
Client's Personal Information
"1-Info" Tab
"2-Info" Tab
"3-Canvasser" Tab
"4-Categories" Tab
"5-Characteristics" Tab
"6-Summary" Tab
"7-Lists" Tab
"8-Merge" Tab
"9-Cust. Fields" Tab
Client's Transactions, Mailings and Relations
"Tr. received" Tab
"Beneficiary Tr." Tab
"Tr. transferred" Tab
"Tr. not transferred" Tab
"3rd party tr." Tab
"Invoices" Tab
"Mailings" Tab
"Prospecting activities" Tab
"Commitments" Tab
"Third-party commitments" Tab
"Contacts" Tab
"Links" Tab
"Affiliations" Tab
Document name: ProDon:Client Management
