ProDon:Summary Management

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Revision as of 14:33, 19 October 2011 by Ncarrier (talk | contribs) (Introduction)
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Introduction

The summaries allow you to target information relating to a client's transaction history. They are used as:

  • merge field of a master document;
  • field in a custom report;
  • period in the "Clients with detailed history" report.

Summary Management



Add/Edit a Summary

"Summary" Tab


"Selection" Tab




Document name: ProDon:Summary Management