See also:
Table of Contents
User's Guide
The User's Guide is intended for Metrix users who perform basic data entry tasks and create queries and reports. For information about administering Metrix, see the Administrator's Guide.
 | Note about the User's Guide Some features may only be available in the version of Metrix specified. |
Introduction
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Viewing Contact Records
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Adding, Copying, and Flagging Contacts
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Adding Contact-related Information
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Working With Duplicate Contact Records
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Making Connections Between Contacts
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Managing Interactions with Contacts
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Working with Entities in Metrix 1.5 and later
See the Glossary of Metrix terminology for an explanation of entities. Metrix 1.5 introduces several major new features:
Working with the Calendar
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Working with Filters, Queries, Reports, and Exports
Filtering Data
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Retrieve Data with Queries
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Display Data with Reports
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Exporting Data from Metrix
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Database Options
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Other
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