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Content with label contacts in Documentation for Metrix Users and Administrators (See content from all spaces)
Related Labels:
basics, v140, interactions, calendar, v130, filters, connections, flagging, contactsdirectory, edit, v150, plannedtasks, query, transferring, organizations, locations, demographics, filterbyname, photos, savedfilters, bio, history, example, advancedfilter, copy, duplicates, summary
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Creating a Query that Displays Organizations and Primary Contacts
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 ...
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example, query, organizations
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Removing a Filter
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 ...
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filters, basics
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Working with Saved Filters
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 ...
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filters, savedfilters, basics, v140, v130
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Working with Advanced Filters
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 ...
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filters, advancedfilter, basics, v130, v140
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Filtering By Name
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 ...
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filters, filterbyname, basics
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About Filters
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 ...
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filters, basics
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Editing Contacts and Assigned Users with Tasks
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 ...
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calendar, plannedtasks, edit
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Working with Planned Tasks
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 ...
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calendar, plannedtasks, basics
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Working with the Month View
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 ...
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calendar, basics
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Working with the Week View
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 ...
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calendar, basics
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