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User's Guide
Added by Anthony Hernandez, last edited by Anthony Hernandez on Jun 11, 2008  (view change)
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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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About the Contact Overview Form (Documentation for Metrix Users and Administrators)
About Connections (Documentation for Metrix Users and Administrators)
Adding Connections (Documentation for Metrix Users and Administrators)
Adding Contacts from the Contact Overview Form (Documentation for Metrix Users and Administrators)
Copying Contacts (Documentation for Metrix Users and Administrators)
Flagging Contacts (Documentation for Metrix Users and Administrators)
Flagging Connections (Documentation for Metrix Users and Administrators)
Editing Connections (Documentation for Metrix Users and Administrators)
About Contact Records (Documentation for Metrix Users and Administrators)
Processing Planned Tasks into Interactions (Documentation for Metrix Users and Administrators)
Working with Planned Tasks (Documentation for Metrix Users and Administrators)
Working with Reminders (Documentation for Metrix Users and Administrators)
Working with the Day View (Documentation for Metrix Users and Administrators)
Working with the Month View (Documentation for Metrix Users and Administrators)
Working with the Week View (Documentation for Metrix Users and Administrators)
Editing Contacts and Assigned Users with Tasks (Documentation for Metrix Users and Administrators)
Working with Addresses (Documentation for Metrix Users and Administrators)
Working with Biographical Information (Documentation for Metrix Users and Administrators)
Working with Demographics (Documentation for Metrix Users and Administrators)
User's Guide Overview (Documentation for Metrix Users and Administrators)
Welcome to Metrix (Documentation for Metrix Users and Administrators)
About Interactions (Documentation for Metrix Users and Administrators)
Adding Interactions (Documentation for Metrix Users and Administrators)
Viewing and Editing Interactions (Documentation for Metrix Users and Administrators)
Viewing Summary Information (Documentation for Metrix Users and Administrators)
Working with Interactions History (Documentation for Metrix Users and Administrators)
Flagging Interactions (Documentation for Metrix Users and Administrators)
About Queries (Documentation for Metrix Users and Administrators)
Working with the Query Manager (Documentation for Metrix Users and Administrators)
Creating a New Query with the Advanced Method (Documentation for Metrix Users and Administrators)
Creating New Queries with the Query Wizard (Documentation for Metrix Users and Administrators)
Editing Queries (Documentation for Metrix Users and Administrators)
Public and Private Queries (Documentation for Metrix Users and Administrators)
Types of Queries (Documentation for Metrix Users and Administrators)
Copying Queries (Documentation for Metrix Users and Administrators)
Query Categories (Documentation for Metrix Users and Administrators)
About Filters (Documentation for Metrix Users and Administrators)
About Reports (Documentation for Metrix Users and Administrators)
Copying Reports (Documentation for Metrix Users and Administrators)
Creating New Reports (Documentation for Metrix Users and Administrators)
Editing Report Details (Documentation for Metrix Users and Administrators)
Editing Reports (Documentation for Metrix Users and Administrators)
Filtering By Name (Documentation for Metrix Users and Administrators)
Public and Private Reports (Documentation for Metrix Users and Administrators)
Report Categories (Documentation for Metrix Users and Administrators)
Working with the Report Header Template (Documentation for Metrix Users and Administrators)
Removing a Filter (Documentation for Metrix Users and Administrators)
Viewing Contacts in the Directory (Documentation for Metrix Users and Administrators)
Viewing Contacts in the List View (Documentation for Metrix Users and Administrators)
Working with Advanced Filters (Documentation for Metrix Users and Administrators)
Working with Saved Filters (Documentation for Metrix Users and Administrators)
Working with the Report Manager (Documentation for Metrix Users and Administrators)
Working With Duplicate Contact Records (Documentation for Metrix Users and Administrators)
Sorting Contacts (Documentation for Metrix Users and Administrators)
About the Calendar (Documentation for Metrix Users and Administrators)
Working with To-Do List (Documentation for Metrix Users and Administrators)
Working with the To-Do List (Documentation for Metrix Users and Administrators)
Exporting Data (Documentation for Metrix Users and Administrators)
About the Contacts Directory Form (Documentation for Metrix Users and Administrators)
Deleting Queries (Documentation for Metrix Users and Administrators)
Adding Contacts from the Contacts Directory (Documentation for Metrix Users and Administrators)
Compacting the Workstation Database (Documentation for Metrix Users and Administrators)
About the Navigation Menu (Documentation for Metrix Users and Administrators)
About Communications (Documentation for Metrix Users and Administrators)
Metrix Version 1.4 Key Enhancements and Features (Documentation for Metrix Users and Administrators)
About Events (Documentation for Metrix Users and Administrators)
Modules Explained (Documentation for Metrix Users and Administrators)
Working with Individual Communications (Documentation for Metrix Users and Administrators)
Working with Individual Events (Documentation for Metrix Users and Administrators)
Working with Individual Programs (Documentation for Metrix Users and Administrators)
About Membership (Documentation for Metrix Users and Administrators)
About Programs (Documentation for Metrix Users and Administrators)
About Pledges and Payments (Documentation for Metrix Users and Administrators)
About the Contact Quick View form (Documentation for Metrix Users and Administrators)
Managing Communications (Documentation for Metrix Users and Administrators)
Managing Events (Documentation for Metrix Users and Administrators)
Managing Programs (Documentation for Metrix Users and Administrators)
About Metrix Version 1.5 (Documentation for Metrix Users and Administrators)
Working with Membership (Documentation for Metrix Users and Administrators)
Working with Pledges and Payments (Documentation for Metrix Users and Administrators)
Metrix Plus 2 (Documentation for Metrix Users and Administrators)
Interface Changes in Metrix 1.5 (Documentation for Metrix Users and Administrators)
Programs (Documentation for Metrix Users and Administrators)
Working with a Contact's Program Interaction Details (Documentation for Metrix Users and Administrators)
Working with a Contact's Communication Interaction Details (Documentation for Metrix Users and Administrators)
Working with a Contact's Event Interaction Details (Documentation for Metrix Users and Administrators)
Working with a Contact's Membership Interaction Details (Documentation for Metrix Users and Administrators)
Important Information About 1.5 (and later versions) Interactions Settings (Documentation for Metrix Users and Administrators)
Metrix 1.5.1 Interface Changes (Documentation for Metrix Users and Administrators)
Metrix 1.5.1 Bug Fixes (Documentation for Metrix Users and Administrators)
About Metrix version 1.5.1 (Documentation for Metrix Users and Administrators)
About Pledge and Payment Totals on the Entity Forms in version 1.5.1 (Documentation for Metrix Users and Administrators)
Changing your password (Documentation for Metrix Users and Administrators)

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