Difference between revisions of "ProDon:Summary Management"
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| + | === Add/Edit a Summary === | ||
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Revision as of 14:42, 19 October 2011
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
