|
All content with label contacts.
Related Labels:
basics, v140, interactions, calendar, v130, filters, connections, flagging, contactsdirectory, edit, v150, plannedtasks, bio, history, example, design, advancedfilter, copy, duplicates, summary, query, transferring, organizations, locations, directory, forms, demographics, filterbyname, overview, customization, photos, savedfilters, spec
more »
Creating a Query that Displays Organizations and Primary Contacts
(Documentation for Metrix Users and Administrators)
twostep query process. The first query selects all of the organizations with Primary contacts # Go to Queries # New Query, select Advanced # Save it with a name that is in keeping with your naming conventions (e.g. "OrgsWithPrimaryContacts") # tblContacts is already there. Press the "Add Table\" button ...
Other labels:
example, query, organizations
|
Removing a Filter
(Documentation for Metrix Users and Administrators)
Removing a Filter See also: About Filters Filtering by Name Working with Advanced Filters Working with Saved Filters Once you have turned a filter on, you must turn the filter off before you can view your complete ...
Other labels:
filters, basics
|
Working with Saved Filters
(Documentation for Metrix Users and Administrators)
Table Of Contents: #Creating and Saving an Advanced Filter #Accessing Saved Filters #Deleting Saved Filters #Working with Saved Filters in Version 1.4 (for version 1.4 only) #About the Use Saved Filter form This page contains information for two ...
Other labels:
filters, savedfilters, basics, v140, v130
|
Working with Advanced Filters
(Documentation for Metrix Users and Administrators)
Table Of Contents: #Working with Advanced Filters (for version 1.3 only) #Working with Advanced Filters in version 1.4 (for version 1.4 and later) #Filter Options #Finish without Saving Filter #Finish and Save Filter #Saving a Filter #Continue Building Filter ...
Other labels:
filters, advancedfilter, basics, v130, v140
|
Filtering By Name
(Documentation for Metrix Users and Administrators)
Filtering by Name About Contact Records About the Contact Overview Form About the Contacts Directory Form Working with Advanced Filters Working with Saved Filters You can filter by name on the Contacts Directory form in Metrix version 1.4 in addition ...
Other labels:
filters, filterbyname, basics
|
About Filters
(Documentation for Metrix Users and Administrators)
About Filters See also: About Contact Records About Interactions Filtering by Name Removing a Filter Working with Advanced Filters Working with Saved Filters Filters are used to temporarily view only certain records in the database. Filters are similar to queries ...
Other labels:
filters, basics
|
Editing Contacts and Assigned Users with Tasks
(Documentation for Metrix Users and Administrators)
TOC: #View or Edit Assignees to a Task #Viewing Assigned Contacts #Adding Assigned Contacts #Deleting Assigned Contacts Editing Contacts and Editing Users Assigned to Tasks See also: About Contact Records Setting Up Users Working with Planned ...
Other labels:
calendar, plannedtasks, edit
|
Working with Planned Tasks
(Documentation for Metrix Users and Administrators)
TOC: #Adding a Planned Task #Adding Contacts To Tasks #Deleting a Contact from a Planned Task #Deleting a Planned Task #Deleting a Task in the Week View #Making a Task Inactive #Marking a Task as Complete #Archiving Planned Tasks Working with Planned ...
Other labels:
calendar, plannedtasks, basics
|
Working with the Month View
(Documentation for Metrix Users and Administrators)
Working with the Month View See also: Working with Planned Tasks Working with the Day View Working with the Week View The Month View form displays your calendar for the entire month, defaulting to the current date's month. The tasks that you have scheduled ...
Other labels:
calendar, basics
|
Working with the Week View
(Documentation for Metrix Users and Administrators)
Working with the Week View See also: Working with Planned Tasks Working with the Day View Working with the Month View When you open the calendar, it will automatically open to the Week View form showing the current date. !About the Week View.gif thumbnail ...
Other labels:
calendar, basics
|
|
|
