ProDon:Summary Management

Template:Header ProDon

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

First, go to the "Summary management".

To do so, from the software home page, click on the "Configuration" menu and then select "Summaries".

A: It is the list of active summaries.	B: The button allows you to create a new summary. The button allows you to edit an existing summary. The button allows you to delete a summary from the list.
C: The "Active" tab contains the active summaries. To learn how to activate and deactivate a summary, see letter C of the "Add/Edit a Summary" section.	D: The "Inactive tab contains the inactive summaries. To learn how to activate and deactivate a summary, see letter C of the "Add/Edit a Summary" section.

Add/Edit a Summary

"Selection" Tab

---

Document name: ProDon:Summary Management

Printable version