Difference between revisions of "ProDon:Relation Types"
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| + | = Manage relation types = | ||
| + | Relation types can be created according to the needs of the organization. | ||
| + | {| class="wikitable" width="25%" cellspacing="1" cellpadding="1" border="1" | ||
| + | |To manage relation types, go to the "Clients" menu on the ''Prodon'' homepage and click on "Relation Types". | ||
| + | |- | ||
| + | |[[File:Relation types 001.png|center]] | ||
| + | |} | ||
| + | {| class="wikitable" width="25%" cellspacing="1" cellpadding="1" border="1" | ||
| + | | colspan="2" | After clicking on the "Relation Types", this window will open. | ||
| + | |- | ||
| + | | colspan="2" |[[File:Relation types 002.png|center]] | ||
| + | |- | ||
| + | | width="50%" |<span style="color: rgb(255, 0, 0);">'''A :'''</span> Here is a list of relation types. | ||
| + | |<span style="color: rgb(255, 0, 0);">'''B :'''</span> Press the button [[Image:Bouton Ajouter.png]] to add a relation type, | ||
| + | the button [[File:Modifier.png]] to modify a relation type | ||
| + | and the button [[Image:Bouton Retirer.png]] to remove a relation type. | ||
| + | |} | ||
| + | == Add a relation type == | ||
| + | {| class="wikitable" width="25%" cellspacing="1" cellpadding="1" border="1" | ||
| + | | colspan="2" | After clicking on the button [[Image:Bouton Ajouter.png]], this window will open: | ||
| + | |- | ||
| + | | colspan="2" |[[File:Relation types 003.png|center]] | ||
| + | |- | ||
| + | | width="50%" | | ||
| + | <span style="color: rgb(255, 0, 0);">'''A :'''</span> Set the code to the type of relation to be created. | ||
| + | | <span style="color: rgb(255, 0, 0);">'''B :'''</span> Names the type of relation between the two entities. | ||
| + | |- | ||
| + | |<span style="color: rgb(255, 0, 0);">'''C :'''</span> Names the type of inverse relation between the two entities. | ||
| + | |<span style="color: rgb(255, 0, 0);">'''D :'''</span> By checking this box, you can specify contacts for the companies of a relation. Generally, this box is used to link employees to their respective managers, e.g.: the assistant of. | ||
| + | |- | ||
| + | |<span style="color: rgb(255, 0, 0);">'''E :'''</span> The "integrated types" allow you to choose whether the relation will be Company/Contact, which will create relations between a company an an individual; Spouse, which will create relations only between two individuals or Immediate family, which will also link only two individuals. The choice of checkbox selected will automatically tick the possible checkboxes in <span style="color: rgb(255, 0, 0);">'''F'''</span>. | ||
| + | |<span style="color: rgb(255, 0, 0);">'''F :'''</span> "Allow relations" is used to determine whether a relation will be possible between two companies, two individuals or between a company and an individual. | ||
| + | |- | ||
| + | | colspan="2" |<span style="color: rgb(255, 0, 0);">'''G :'''</span> To finish, click on " [[Image:Bouton Crochet ajouter confirmer.png|lien=http://wikifr.logilys.com/index.php/Fichier:Bouton_Crochet_ajouter_confirmer.png]] Confirm Edit". | ||
| + | |} | ||
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Latest revision as of 10:13, 10 January 2025
| Relation Types |
Manage relation types
Relation types can be created according to the needs of the organization.
| To manage relation types, go to the "Clients" menu on the Prodon homepage and click on "Relation Types". |
 |
| After clicking on the "Relation Types", this window will open. | |
 | |
| A : Here is a list of relation types. | B : Press the button  to add a relation type,
the button and the button |
Add a relation type
| After clicking on the button , this window will open:
| |
 | |
|
A : Set the code to the type of relation to be created. |
B : Names the type of relation between the two entities. |
| C : Names the type of inverse relation between the two entities. | D : By checking this box, you can specify contacts for the companies of a relation. Generally, this box is used to link employees to their respective managers, e.g.: the assistant of. |
| E : The "integrated types" allow you to choose whether the relation will be Company/Contact, which will create relations between a company an an individual; Spouse, which will create relations only between two individuals or Immediate family, which will also link only two individuals. The choice of checkbox selected will automatically tick the possible checkboxes in F. | F : "Allow relations" is used to determine whether a relation will be possible between two companies, two individuals or between a company and an individual. |
G : To finish, click on "  Confirm Edit".
| |
Document name: ProDon:Relation Types
Version : 5.0.17.2
