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consultant, developer, metrixadministrator, systemadministrator, administration, shiftbypass, custom, introduction, reports, components, basics, troubleshooting, devloper, installation, users, relationships, datarequirements, client, customize, erdiagrams, metrixreadiness, v140, help, interactions, databases
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Client Installation Overview
(Documentation for Metrix Users and Administrators)
Installing the Metrix Client See also: Metrix Architecture Explained Server Installation Overview The following is a brief overview of the firsttime installation of the Metrix Client, which consists of Metrix.adp. For a stepbystep walk through, see StepByStep Installation Instructions for Metrix Client ...
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installation, client, v140, consultant, developer
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Metrix Architecture Explained
(Documentation for Metrix Users and Administrators)
Table of Contents: #Understanding Key Terms #Key Terms #Installers and Installation Files #Installation and Configuration #Alternative Setups #When One Computer Functions as the Client and Server #Metrix on a PeertoPeer (P2P) Network #Contacting Us Introduction This document explains the clientserver ...
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systemadministrator, metrixadministrator, consultant, developer, introduction, basics
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Assessing Readiness for METRIX
(Documentation for Metrix Developers and Consultants)
Assessing Readiness for Metrix See also: Introduction to Metrix The METRIX Readiness Survey Background Metrix is currently in Phase III of its development and is thus a work in progress, designed to be owned by its community of users. This means that the Fund for the City of New York ...
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metrixreadiness, databases, consultant, developer, metrixadministrator, systemadministrator
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Gathering Data Requirements
(Documentation for Metrix Developers and Consultants)
Gathering Data Requirements Overview Discuss with the organization precisely what it will be using Metrix for, and make a list of those functions. Will it be using Metrix for tracking all its contacts and interactions with contacts, or will it continue to maintain existing databases for certain functions (such as fundraising)? With the organization ...
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datarequirements, consultant, developer, metrixadministrator, systemadministrator
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Metrix Files and Technical Components
(Documentation for Metrix Developers and Consultants)
Metrix Files and Technical Components See also: Installation Guide Introduction Docs: Installation Guide Introduction Introduction to METRIX Understanding Interactions and Custom Tables Understanding METRIX Tables and Relationships Metrix consists of several components, each of which serves ...
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components, devloper, consultant, metrixadministrator, systemadministrator
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Understanding Interactions and Custom Tables
(Documentation for Metrix Developers and Consultants)
Understanding Interactions and Custom Tables See also: About Interactions Docs: ABout Interactions Introduction to METRIX Metrix Files and Technical Components Understanding METRIX Tables and Relationships !IGInteractionsCustomTblsEntityRelationships2.gif thumbnail! Figure: Table Relationships with Custom Table It is likely that the default ...
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interactions, custom, consultant, developer, metrixadministrator, systemadministrator
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Understanding METRIX Tables and Relationships
(Documentation for Metrix Developers and Consultants)
TOC: #Contacts #Contact Locations #Interactions #Interaction Definitions Understanding Metrix Tables and Relationships See also: About Contact Records Docs: About Contact Records About Interactions Docs: About Interactions Introduction to METRIX Metrix Files and Technical ...
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relationships, erdiagrams, consultant, developer, metrixadministrator, systemadministrator
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About Metrix Customization
(Documentation for Metrix Developers and Consultants)
About Metrix Customization See also: About Interactions docs:About Interactions Configuring Custom Fields Metrix Files and Technical Components Understanding and Planning Interactions Understanding Metrix Tables and Relationships The Metrix Build The build is the customized version of Metrix ...
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customize, consultant, developer, metrixadministrator, systemadministrator
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Troubleshooting Issues for Users and Administrators
(Documentation for Metrix Users and Administrators)
Troubleshooting Issues for Users and Administrators If you are having an issue that isn't listed below, see the known issues http://metrix.fcny.org/support/knownissues/ section of the Metrix website for other know issues. See also: Troubleshooting Issues for Developers and Consultants ...
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troubleshooting, users
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Working with the Report Header Template
(Documentation for Metrix Users and Administrators)
TOC: #About the Metrix Report Header Template #Editing the Report Header Template #Inserting the Header Template #Adding the Header Template for a New Report #Removing the Header Template Working with the Report Header Template See also: Creating New Reports ...
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reports
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