Difference between revisions of "ProDon:Preferences"
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Revision as of 10:04, 28 November 2016
| Preferences |
Contents
- 1 Introduction
- 2 Access to preferences
- 3 User preferences
- 4 System Preferences
CAUTION : This document is for VERSION 5 of ProDon. To get to the document of version 4, click here.
Caution : This document is being revised, it is possible that some parts are missing or outdated.
Introduction
The preferences allow you to do general configurations in the software. For example, the activation/deactivation of some fields or some options of the software and the configuration of the format or the edition of the layout of some fields.
There are 2 types of preferences: system preferences and user preferences.
Access to preferences
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To configure the preferences from the main page of the software, click on the "Configuration" menu, then select " | |
User preferences
The user preferences can be customized by a user. The changes done in this part 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 access. Then, you will have to go to User Management to give the users the rights to customize their preferences.
"Shortcut Bar" Tab
The "Shortcut Bar" Tab allows an edit of the shortcut bar by the user. The Shortcut bar is at the top of the homepage and contains different buttons/icons, allowing your users to access different managements or sections of the software in a click.
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A : Allows you to choose the size of the buttons on the Shortcut bar (small or large). |
B : Allows you to choose to display text under the buttons of the Shortcut Bar. |
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C : Allows you to choose to display the task summary section at the right end of the Shortcut Bar. |
D : Allows you to display the Task Button in the Task summary section at the right end of the Shortcut Bar. NOTE : The box in C must be checked to let you activate this option. |
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E : This is the list of all buttons available in the software. To add one button to the Shortcut Bar, use the button |
F : This is the list of the buttons actually displayed in the Shortcut Bar. To remove one button, use the button |
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G : To activate the search bar, you have to click on the blue bar on top of the "Available Button" section (see E) and the "Selected Buttons" section (see F). It will help you find a specific button faster. |
H : The |
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I : The |
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"Options" Tab
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A : Allow a user to choose the display language of the software. |
B : When you do a search, if the option "When the button is clicked" is selected, you will have to click on the button "Search" of the Search Bar or press the "Enter" key on the keyboard once the search criteria is specified to start the search. You are able to select a delay to automatically launch the search when the time is over. |
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C : Allows you display the Search bar by default. |
D : Allows you to choose when the Web Section (green section) of the main page will be refreshed. For example, you can choose if the refresh will be done as soon as Logilys will do an edition, or only when the next opening of the software, etc. |
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E : Allows the user to choose the language in which the Web section (green section) of the main page will be displayed. |
F : Allows to customize the path of the temporary folder. This configuration is usually done by Logilys' technicians. |
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G : Allows to create shortcuts that will be available in the Start menu. ProDon, the Support Centre , the backup software, the Web update software, the wiki documentation, and Logilys Web site are the shortcuts that can be created in the Start menu. |
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. |
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I : Allows to display a window which contains address fields (number, type of road, road name, point of call, etc.), to give a consistent template for the client files. |
J : Allows to minimize ProDon in the Windows notification zone at the bottom right of the screen. |
| K : Allows to open automatically the scan file when you add a transaction. | L : This option will allow the merge fields checked in the Master Documents configuration to be automatically inserted in a new Master Documents at its first opening. |
| M : Allows to keep the last selected period at the top right of the Transactions analysis and history. It will stay selected at the next opening of Transactions analysis and history. | N : Allows to make the label "Annual receipt" flash when you enter transactions if necessary. |
| O : If this box is activated, ProDon will display a window informing if there are online donations to import at each opening of the software (the Online Donation module must be activated to let you see this box). | P : If this box is activated, ProDon will display a window informing if there are online donations to import at each X minutes (the Online Donation module must be activated to let you see this box). A number of minutes can be set for each user. |
| Q : Allows to display the codes of the campaign, occasion, and activities 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 ».
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A : The "English" and "French" Tabs allow to configure different formats for each language. These formats will be used in the documents of ProDon. |
B : If the option "Use the Regional options of Windows" is activated, ProDon will use the default configurations of Windows. If the option "Use custom configuration" is checked, you will be able to choose money and date format. |
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C : These options allow you to configure the date format. The button |
D : These options allow you to configure the money format. |
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E : This option allows you to select the list separator that you want. |
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Printers and other options
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A : Allows to choose the default printers to use for each of those elements: lists and reports, receipts, invoices, and batch report. |
B : This section allows to configure the Email Integration to ProDon. These configurations are usually done by Logilys' technicians. |
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C : This section allows to configure the integration of ProDon to Excel or to another software similar to Excel to export data.
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D : If this option is activated, you will only have to double-click in a phone number type field and the number will automatically be composed in Skype. |
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E : By installing the complement, a button will appear in Outlook allowing you to save emails in ProDon's tasks. |
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Task options
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A : Allows to determine the deadline by default when you add a new task.
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B : If the box "Active" is checked, you will be able to add a task quickly by pressing the "Ctrl" + "Alt" + "T" keys from any ProDon management. |
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C : If this option is activated, you will be able to choose how many minutes before the deadline of a tasks ProDon will send you a warning. |
D : If this option is activated, you will be able to choose the precise time that ProDon will warn you of the deadline of a task. |
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E : Allows to determine the default delay for the reminder. |
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Time sheet
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A : Allows to activate and to edit the access shortcut to time sheets. |
B : Allows to activate different colours to divide the days in a time sheet. |
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C : Allows to keep a history of the last created or edited items. |
D : Allows to configure default break time. |
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E : Allows to ask a user to add a new break to an item. |
F : Allows to add a delay before the beginning a second chronometer after the closing of an item of the time sheet. |
Questions and warnings
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A : The boxes allow to activate or deactivate some questions and warning windows in the software.
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B : The links in blue allow to save a preset answer for the question of the software. To edit the saved answer, click on the question and select the answer. |
System Preferences
System preferences can only be edited by the "Supervisor" profile of ProDon. In a Network Version, you must know that the changes done to these preferences will be applied to all users of ProDon.
Security and languages
Standard Version
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A : Allows to ask a password for opening ProDon. |
B : Allows to select how many chances users have to enter the password. |
| C : Allows to ask a password when opening a PDF via ProDon. | D : Allows to choose the default language of ProDon. |
Network Version
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A : Allows to activate the security management (password and rights by users). |
B : Allows to login to ProDon without entering a password. CAUTION: The name of the user must be the same used at the opening of the Windows session.
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C : Allows to manage the computer session type. For more information, click on the |
D : Allows to select how many chances a user has to enter the password. |
| E : Allows to choose the default language of ProDon. | |
Regional Options
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A : If this box is checked, each user will be able to configure their own regional options. If the box is not checked, all users will have to use the parameters defined in this part.
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B : If the first option is checked, the software will use the default options of Windows. Si the second one is checked, you will be able to customize these options. |
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C : These options allow to configure the date format. |
D : These options allow to configure the money format. |
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E : The |
F : The "French" tab allows to set different money and date formats if the French is used for documents in ProDon. |
Clients
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A : Allows to define the display and the fields of clients. |
B : Allows to define the format of reference number. |
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C : Allows to define the path of the client files. |
D : Allows to define the path of the secure client files. |
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E : Allows to edit the label for the reference number field in a client file in English and in French. |
F : Allows to edit the label for the comments field in a client file in French and in English. |
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G : Allows to select the field to use to select a client. |
H : Allows to select the default language for adding clients. |
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I : Allows to select the tab of the client file where the Social Security Number will be displayed. |
J : Allows to select the main email for companies. |
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K : Allows to select the main email for Individuals. |
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Addresses
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A : Allows to manage some address options. |
B : Allows to define if the address is in lowercase or in uppercase.
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C : Allows to choose the order of the address fields that will appear in the client file.
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D : Allows to select the region that will be displayed in the client file.
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Duplicates
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A : Allows the verification of potential duplicates when you create new client files.
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B : Allows to define the search criteria for duplicates.
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C : Allows to choose the detection method for duplicates linked to the client importation. This option is linked to the "Importation Modules". . |
D : Allows to choose how many characters on which ProDon will base itself to search for duplicates.
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E : Allows to select 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
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A : Allows to add the client's canvasser when a transaction is added. |
B : Allows to display the number of the next batch that will be generated from the transaction management. |
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C : Allows to generate the electronic transaction file while transferring the batch. |
D : Allows to display a warning when the date is earlier or later than the selected parameters. |
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E : This is the path where the document attached to the transactions will be saved. |
F : Allows to choose the order of the default values of the characteristics of transaction type. |
Commitments
NOTE: This tab is only visible and these options are only editable if the " Prospecting and Commitments Module " is activated in the database.
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A : This is where the files attached to the commitments will be saved. |
B : Allows to automatically check the box "End when the objective is reached" when you add a commitment by objective. |
| C : Allows to automatically check the box "End when the objective is reached" when adding an automatic commitment. | D : Allows to add commitment with instalments equal to $0.00. |
Time Sheets
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A : Allows to select which day start the week. |
B : Allows to select the day which a week end. |
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C : Allows to specify the first day of work. |
D : Allows to display the time bank. |
| E : Allows to display the overtime. | |
Greetings
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A : Allows to edit the results of merge fields "Long Greeting" and "Short Greeting" for a company.
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B : Allows to edit the result of "Long Greeting" and "Short Greeting" for an individual. |
| C : Allows to edit the result of "Long Greeting" and "Short Greeting" for a couple. | NOTE : The drop-down lists at the right allow the wished fields to be sent to the left field. You have to select the fields one by one to add them into the left section. |
Reports
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A : Allows to display the wished custom fields in the reports of "Batch Transactions" type. |
B : Allows to display the wished characteristics in the reports of "Batch Transactions" type. |
Display
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A : Display the contact on documents and receipts if the client is a company. |
B : Display the contact on documents and receipts if the client is a third-party.
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| C : Display the contact on documents and receipts if the linked client 1 is a company. | D : Display the contact on documents and receipts if the linked client 2 is a company. |
| E : Display the contact on documents and receipts if the canvasser is a company. | F : Allows to display the "Third-party" section.
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E-mail Blast
NOTE: This tab is only visible and the options are only editable if the E-mail Blast module is active.
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A : Allows to activate the E-mail Blast Module. |
B : These options are the technical configurations assumed by Logilys. |
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C : Allows to define the administrator accounts. Again, this option is a configuration assumed by Logilys. |
D : Allows to define the Statistic view account. Again, this option is a configuration assumed by Logilys.
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E : Allows to set time before calling the expiration of delay for synchronization of lists. |
F : Allows to set the size of the email batches in the synchronization of lists. |
Other
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A : Allows to deactivate, at the opening of ProDon, the warning strongly suggesting to do a backup if the last one was done for more than a week ago. |
B : Allows to adjust the screen, if it used to work, it does not have the right resolution. |
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C : Force to validate the lines in the Importation module. |
D : Allows to displays the remarks linked with real duplicates in the Importation module. |
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E : Allows to not mark the line in error if the following required fields are not documented in the importation module: client's reference number, sector of activity, characteristics and custom fields. |
F : Allows the activation of accounting project management. |
| G : Allows to change the report letter format in reports of A4 format. | H : Allows to select the relation list used to send email. |
| I : Configuration allowing to use email sending via the Outlook software. | J : Allows to configure the warnings display. |
| K : Allows to adjust how many numbers will be in the receipt number. | L : Display the question to rewind the next instalment date when deleting a transaction linked with a commitment. |
| M : Allows to display the bank account numbers. | N : Allows to display the bank information in the commitment management grid. |
| O : Allows to use warnings and messages from the receipts management and documents to issue. | P : Allows to identify the canvasser of a third-party client if the client does not have a linked canvasser. |
| Q : Allows to display different transactions form. | R : Allows to display the transaction nature. |
| S : Allows to split transactions and commitments by contacts. | T : Allows to manage the GL Account in a group. |
Performances
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A : Allows to determine how many lines can be displayed in each management. |
B : Allows to determine how many lines can be displayed in managements that are not set above. |
| NOTE : The more lines you display, the more the software will need a powerful server. | |
Tasks
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A : Allows to display the task subject in "drop-down list" format. |
B : Allows to gather tasks by family type. |
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C : Allows to see tasks in advance. |
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Documents
When receipts or documents (e.g.: Thank-you letters) are generated, you are now able 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.
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A : Generate documents in a preset order. |
B : Allows to set the starting number for invoices. NOTE : This field is only available if the Invoicing module is activated in the database. |
Mailings
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A : Allows to configure 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. |
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C : These options are only available if the option in B is checked. They allow to search a mailing by " Response ". 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
