ProDon:Summary Management
Revision as of 15:42, 19 October 2011 by Jfontaine (talk | contribs) (moved ProDon:Summary management to ProDon:Summary Management)
Contents
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
Fisrt go to the "Summary management".
"Summary" Tab
| To do so, | |
"Selection" Tab
Document name: ProDon:Summary Management
