ProDon:Characteristic Management

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Introduction

The characteristics are fully configurable fields. Their main use is to manage information for which no field is intended in the software. For instance, someone who would want to manage his or her clients' marital status could easily do it.

It is possible to configure characteristics to manage information in many managements. For example, the "Client management", the "Transaction management", etc.

If the information to be managed requires several precise pieces of information, it is possible to create groups of characteristics that contain many characteristics. When adding a group, all the characteristics that are in the group are added in a single operation. For instance, someone could create a group named "Call", that would contain 2 characteristics. A first one for the type of call, and a second one for the duration of the call.

CAUTION: Prior to creating a characteristic, read the "Categories vs Characteristics vs Customized Fields" document. This document explains the different possibilities of configuration.

Using a Characteristic in Mass Mailing

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Document name: ProDon:Characteristic Management

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