DONNA MITCHELL

TRAINING SPECIALIST

Your Data, Your Screens, Your Way!

Why Use Screen Designer?

�Add section�Re-position field�Move to Main/Bio�Hide field�Add field

X Design Basics

X Entry Screen Purpose

X Add Section

X Add Field

X User Group Permissions

X SmartScreens *

* included in Premier and Enterprise packages

AGENDA

Design Basics

�Which screen?�Which section?�Type of information�Placement

Which Screen Should I Change?

�Does not change often�Current snapshot�One item

�Transactional (can be more than one)

�Current and historical

Static Dynamic

Entry Screen Purpose

�Main/Bio�Gift/Pledge *�Other Info *�Contacts *�Addresses *

* Transactional screen

To Add or Not to Add

�Does a section exist with similar information?

� If not, add a section

Add a Section

�Screen�Description�Number of Columns�Expanded/Collapsed

Add a Field

�Make a backup�Assign field properties� Name +� Prompt� Data Type +� Data Properties +

�Assign display properties� Display� Required� Position

+ cannot be modified after saving the field

Field Properties

�Textbox�Drop-down�Multi-select�Memo�Logical (yes/no)�HTML

�Character�Date�Currency�Number

Display Type Data Type

Check Your Work

�Save or Save and Exit�Preview Screen�Drag to the new position

User Group Permissions

�Read-only�Hide a field�Required

Time for a Demonstration

SmartScreens *Modify entry screen based on values in fields* Included in Premier and Enterprise packages

SmartScreensRequires a field as the trigger and an operator

(value is optional)

SmartScreen Actions

�Hide a field or section�Show pop-up message�Rename field prompt�Make field required�Set custom tab order

SmartScreen Example

SmartScreen Example

BEFORE

AFTER

SmartScreen Example

SmartScreen Example

Time for a Demonstration

REVIEW

User Group PermissionsRead-onlyHide a fieldRequired

SmartScreensControl to change fields or sections!• Displayed or hidden• Required• Alerts• Tab order

Field TypesDrop-down/Multi-selectTextboxLogicMemoHTML

Screen Designer Create/Hide FieldsCreate SectionsSet as Required or Read-only

My Screens, My Way

And now, my screens are set, to capture all my donors' infoI've added sections too, And hidden fields I didn’t need though,I've cleaned my system up, I've traveled on the DP Highway,And more, much more than this, My screens are my way.

Do you have any questions?THANK YOU!