ProDon:Preferences (Version 4)
| Preferences (Version 4) |
CAUTION : This document is for VERSION 4 of Prodon. To go to the document of version 5, click here.
Introduction
The configuration of the preferences is used to specify which elements of the software will appear or not in the different managements, and the way they will be presented.
Accessing Preferences
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To configure the preferences, from the software home page, click on the "Configuration" menu, then select " |
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User Preferences
The user preferences are unique to each user or to a group of users. The changes made are therefore applied only to the current user's profile.
NOTE: If it is not possible to modify the current user's preferences, it may be because this right has not previously been activated in the system preferences, that is to be seen with the database administrator.
Shortcut Bar
The shortcut bar is visible under different software menus. The selected icons allow you to quickly open a management or a section of the software.
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A: Allows you to choose the size of the icons of the shortcut bar. |
B: Allows you to choose to display or not the text under the icons of the shortcut bar. |
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C: Allows you to choose to display or not the task summary at the far right of the shortcut bar. |
D: Displays the task icon close to the task summary that is on the upper-right side of the software home page, in order to access the tasks and history. The box in C must be checked to activate it. |
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E: The "Available buttons" list contains all the buttons available in the software. |
F: The "Selected buttons" list contains the buttons that are in the shortcut bar. |
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G: The |
H: The |
Options
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A: Allows the user to choose the display language of the software interface. |
B: When a search is conducted, if the option "When the button is clicked" is selected here, you have to click the "Search" button or the "Enter" of the keyboard once the search criteria are specified. It is also possible to specify a deadline so that the software starts searching automatically after this period of time. The option "When the button is clicked" is recommended. |
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C: Displays or not by default the search bar. |
D: Allows you to choose the moment when the web section (green section) of the home page is refreshed. For instance, the refresh will be done as soon as Logilys makes a modification, or only the next time you open the software, etc. |
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E: Allows you to choose the display language of the web section (green section) of the home page. |
F: The "Open in Explorer" button allows you to view Prodon's temporary folder. The temporary folder is a storage space used by Prodon in mass mailing or in the issuance of reports. |
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G: The "Empty temp folder" button allows you to delete all the elements of the temporary folder of Prodon. |
H: Allows you to minimize Prodon in the Windows notification area placed at the lower-right side of the screen. |
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I: This button allows you to create a shortcut to Prodon in the Windows "Start" menu. |
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Regional Options
NOTE: This tab is visible in the "User preferences" if the option has been activated in the "System preferences", see "Regional Options" letter A of the "System preferences".
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A: If the first option is checked, the software uses Windows default settings. If the second option is checked, it is possible to choose customized settings. |
B: The |
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C: These options allow you to configure the date format. |
D: These options allow you to configure the currency format. |
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E: The "Français" tab allows you to differently configure the currency formats and the date formats if French is used for documents in Prodon. |
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Printers and Other Options
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A: Allows you to select the default printer to be used to print lists and reports. |
B: Allows you to select the default printer to be used to print receipts. |
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C: Allows you to select the default printer to be used to print invoices. |
D: Allows you to select the default printer to be used to print the batch report. |
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E: Allows you to select the type of command to be used and to test the interaction between Prodon and the e-mail utility. |
F: Allows you to integrate a signature from your e-mail manager to the e-mails created in Prodon. |
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G: Allows you to select the software to be used to export data. If the software used is Excel, check this option.
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H: Allows you to select the software to be used to export data. If the software used is other than Excel, check this box. |
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I: If this option is activated, a double-click in a phone number type field dials the number in Skype. |
J: By installing the add-in, a button appears in Outlook, allowing you to save the e-mails in Prodon's tasks. |
Task Options
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A: Allows you to specify the default deadline that will be entered when adding a new task. |
B: If the "Active" box is checked, it is possible to quickly add a task by simply pressing on the "Ctrl" + "Alt" + "T" keys of the keyboard from any Prodon management. |
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C: If this option is activated, it is possible to choose the number of minutes before Prodon notifies you prior to the deadline of a task. |
D: If this option is activated, it is possible to choose the precise date and time when Prodon notifies you of a task deadline. |
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E: Allows you to specify the default delay for reminders. |
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Miscellaneous
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A: Saves the last filtered period at the top, to the right of "Analysis and history"; so that it appears by default on the next use. |
B: Displays a window containing several fields to enter addresses always in the same fashion, rather than a single line in which the address is entered manually. |
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C: Makes the "Annual Receipt" option blink when entering transactions, if it is the case. |
D: This option adds all active fields when creating a master document (first opening). |
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E: If this box is activated, Prodon will notify you when new online donations have been made on every opening of the software (requires the online donation module). |
F: If this box is activated, Prodon will notify you every 60 minutes when new online donations have been made (requires the online donation module). NOTE: The number of minutes may be chosen. |
Questions and warnings
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A: These boxes allow you to activate or deactivate certain warning questions and windows of the software. |
B: The links in blue allow you to enter a predetermined response to the software's questions. To modify the response entered, click on the question and select the response. |
System Preferences
The system preferences can only be modified from Prodon's "Supervisor" profile. In a network version, it is important to know that the changes made to these preferences will affect all Prodon users.
Security and Language
Standard Version
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A: Allows you to request a password to open Prodon. |
B: Allows you to select the language to be used when loading Prodon. |
Network version
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A: Allows you to activate the security management (password and rights by user). |
B: Allows you to connect to Prodon without entering a password. CAUTION: The user name has to be the same as the one used when opening a session in Windows. |
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C: Allows you to manage the type of session on a terminal. For more details, click on the |
D: Allows you to specify the default language in Prodon. |
Regional options
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A: If this box is checked, each user can configure the regional options differently. If this box is not checked, all users have to use the settings defined here. |
B: If the first option is checked, the software uses Windows default configurations. If the second option is checked, it is possible to choose customized options. |
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C: These options allow you to cofigure the dates format. |
D: These options allow you to configure the currency format. |
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E: The |
F: The "Français" tab allows you to differently configure the currency and dates formats if French is used in Prodon's documents. |
E-mail Blast
NOTE: This tab is visible and the options are only modifiable if the E-mail Blast module is active.
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A: Allows you to activate the E-mail Blast module. |
B: These options are the technical configurations assumed by Logilys. |
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C: Allows you to define the administrator and the statistics view accounts. These options are also configurations assumed by Logilys. |
D: Allows you to determine the time before the reminder of an expiration delay for the synchronization of lists. |
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E: Allows you to determine the e-mail batch size when synchronizing lists. |
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Other
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A: Allows you to deactivate, when opening Prodon, the warning message strongly suggesting to perform a data backup if the last backup dates back more than 7 days. |
B: Allows you to keep the task subjects as a history in a drop-down list, in order to be able to reuse them subsequently. For more information on tasks and history, click here. |
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C: Allows you to resize the screen, if the screen used to perform the work does not have good resolution. |
D: Allows you to choose when to display or not the periodic tasks. For example, if the number of months specified here had been 3, the task periodicity would have been 1 year and the beginning of the task would be July 15. Thus the task would be visible in the "Task and history management" every year starting on April 15, up until the taks is performed. For more details concerning the tasks, consult this document. |
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E: Allows you to classify the tasks in a more precise way by adding a level over the type in the tasks. For more information concerning the tasks, consult this document. |
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Performances
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A: Allows you to determine the number of lines displayed in the different managements. NOTE: The more lines displayed there are, the more the software needs an efficient server. |
Miscellaneous
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A: Allows you to specify the number of digits comprised in the receipt number. |
B: If this option is checked and a transaction is deleted, a question requesting you to postpone the date of the next instalment will be asked. NOTE: This box is related to the "Prospecting and Commitments" module. |
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C: Activates the encryption of bank account numbers. |
D: Displays the banking information in the commitment grids for the bank transfers that are not necessarily encrypted. |
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E: Displays a warning when processing the receipts/documents to be issued if a client has an active alert message. |
F: Allows you to use accounting projects in addition to the General ledger codes. |
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G: Makes compulsory the validation of the lines containing a warning when importing with the importation module. |
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Miscellaneous (cont'd)
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A: Allows you to configure the warnings display for the dates of the transactions. |
B: Automatically generates the electronic transactions file when transferring transactions. This option is linked to the "Electronic Transactions Module". |
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C: Allows you to enter the percentage of tax credit applicable to the paid taxes, in order to improve the "Donation Occasion Results" report. |
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Client
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A: Allows you to define the visibility of clients in multi-organization (requires the "Multi-organization Module". |
B: Allows you to activate the postal code automations. |
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C: Allows you to deactivate the message of request to add a new province when a new province is entered. |
D: Allows the compatibility with the French postal service, named Cedex. This option is interesting for users living in Europe. |
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E: Activates the follow-up of the clients' address history. |
F: Allows you to automatically insert the comma after the civic number. |
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G: Allows you to modify the label for the reference number field in a client file. |
H: Allows you to modify the label for the comments field in a client file. |
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I: If this box is checked, it is not possible to create or modify a client without assigning him or her a sector of activity. |
J: Adds a box to enter the short name in the client file. |
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K: Adds a box to enter the particle in a client file. This option is useful for people living in Europe. |
L: Allows you to choose the order of the information to enter in a client file. For example, it is wise to type the postal code first if the postal code automation is used. |
Documents
When receipts or documents (e.g. thank-you letter) are integrated, it is possible to specify the order in which they will be produced so the documents are printed in a precise order. Thus if, for instance, a series of receipts and a series of thank-you letters have to be printed, both document piles will be in the same order.
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A: Generates the documents in alphabetical order of donors. |
B: Generates in order of date of entry of the transactions attached to the document. |
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C: Generates the documents according to the order visible onscreen. |
D: Allows you to specify the departure number of the invoices. NOTE: This field is only available if the "Invoicing Module" is activated in the database. |
Duplicates
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A: Allows the verification of potential duplicates when creating new client files. |
B: Allows you to define the search criteria of the duplicates. |
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C: Allows you to choose the detection mode of a duplicate linked to clients' importation. This option is related to the "Importation Modules". |
D: Allows you to choose the number of characters on which the software relies to search the duplicates. |
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E: Allows you to activate the detection of similar transactions to avoid entering the same transaction twice. |
NOTE: To search and eliminate potential duplicates in the database, consult this procedure. |
Greetings
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A: Allows you to modify the result of the "Greeting long" and "Greeting short" merge fields for an individual, a company without contact and a couple. |
B: The drop-down lists on the right allow you to select the desired fields in order to send them in the field on the left. You simply need to select them one by one so that the fields are added in the section on the left. |
Mailings
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A: Allows you to configure the default responses for the mailing history. |
B: If this option is checked, the donation occasion and the activity selected in the last mailing documented in the client file will automatically be entered when entering a new transaction. |
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C: These options are only available if the option in B is checked and allow you to search a mailing by "Response". For instance, you want that when you enter the next transaction, the donation occasion and the activity of the last mailing having the response "Pending" are entered automatically. |
NOTE: For more information concerning the mailing history, click here. |
Transactions
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A: Allows you to enter the client's default canvasser when adding a transaction. |
B: It is the location where the documents attached to the transactions are saved. |
Commitment
NOTE: This tab is visible and the options are modifiable only if the "Prospecting and Commitments Module" is active in the database.
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A: It is the location where the documents attached to the commitments are saved. |
Document name: ProDon:Preferences (Version 4)
Version : 4.6.6.5
