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Content with label basics in Documentation for Metrix Users and Administrators (See content from all spaces)
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contacts, queries, reports, v140, calendar, filters, connections, edit, contactsdirectory, copy, v130, v150, introduction, flagging, metrixadministrator, development, locations, admin, planning, demographics, plannedtasks, delete, consultant, installation, photos, category, developer, tips, bio, filterbyname, advancedfilter, systemadministrator, intro, savedfilters
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List of Important Things to do After Installing Metrix
Introduction The following list consists of some best practices to ensure that you get the most out of your Metrix experience. Though there are important areas to cover other than those listed here, these are the most basic. List Terms listed on this page ...
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installation, tips
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What can Metrix do for Development Directors?
your organization is considering using Metrix, it may be helpful to know what Metrix can do for your organization's development director. Here are some of the major features related to development/fundraising. Pledges and payments When a donor makes a pledge, you ...
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introduction, intro, development, planning
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Metrix Architecture Explained
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, admin, consultant, developer, introduction
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About the Contacts Directory Form
Table of Contents: #About the Contacts Directory Form #Parts of the Contacts Directory Form #Changes to the this form in version 1.5 About the Contacts Directory Form See also: Adding Contacts from the Contacts Directory About the Contact Overview Form The Contacts ...
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contacts, contactsdirectory, v140, v150
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About the Contact Overview Form
About the Contact Overview Form See also: About Connections About Interactions Adding Contacts from the Contact Overview Form Copying Contacts Flagging Contacts Sorting Contacts Viewing Contacts in the Directory Viewing Contacts in the List View Working ...
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contacts
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Public and Private Reports
Public and Private Reports See also: About Reports Copying Reports Creating New Reports Editing Report Details Working with the Report Manager Reports can be saved and viewed by access level. This allows users to protect the reports that they are developing for their own ...
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reports
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Editing Report Details
Editing Report Details See also: About Reports Copying Reports Editing Reports Public and Private Reports Report Categories Working with the Report Header Template Working with the Report Manager You can edit the report details in the Report Manager ...
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reports, edit
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Editing Reports
Editing Reports See also: Copying Reports Creating New Reports Public and Private Reports Report Categories Working with the Report Manager Reports can easily be edited using the Report Manager. As with report creation, you will be using the Access report ...
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reports, edit
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Copying Reports
Copying Reports See also: Creating New Reports Editing Reports Public and Private Reports Report Categories Working with the Report Manager Reports can be easily copied in the Report Manager. Primary reasons for copying a report include: making a private ...
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reports, copy
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Report Categories
Report Categories See also: About Reports Creating New Reports Editing Report Details Public and Private Reports Working with the Report Manager You can create categories for reports that will make them easier to sort and find. This can be particularly ...
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reports
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