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Content with label metrixadministrator in Documentation for Metrix Users and Administrators (See content from all spaces)
Related Labels:
v140, developer, systemsettings, interactions, v130, consultant, summary, lists, systemadministrator, admin, introduction, delete, basics, customfields
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, admin, consultant, developer, introduction, basics
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Setting Up the Interactions Portal
page contains information for two different versions of the Format Interactions Portal form, one version for Metrix 1.3 and the other for Metrix 1.4 and later. TOC: #Setting up the Interactions Portal in version 1.4 and later #Setting Up the Interactions Portal ...
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interactions, consultant, developer, v140, v130
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Working with the Recycle Bin
TOC: #Records Marked for Deletion #Permanently Removing Records Flagged for Deletion #Restoring Records Flagged for Deletion Working with the Recycle Bin See also: About User Roles Flagging Connections Flagging Contacts Flagging Interactions Working with Duplicate Contact ...
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delete
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Setting Up System Settings
Table of Contents: #Entering Organizational Information #File Path Locations #Entering Values for Fiscal Year #Adding a New Fiscal Year #Entering Default Salutations #Disabling the Shiftkey Bypass of Startup Options #Setting up System Settings in version 1.4 ...
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systemsettings, v140, v130
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Editing Value Lists
Editing Value Lists See also: About the Contact Overview Form About User Roles Note: Only the Metrix Administrator can access the Edit Value Lists form. Most users can add new values for dropdown lists ...
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lists
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Setting up Summary Information
Setting Up Summary Information See also: About Interactions About User Roles Viewing Summary Information Working with Interactions History Note: Only the Metrix Administrator is able to access the Summary Info form. Requests for summary information need ...
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summary
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Setting Up Custom Fields
TOC: #About Custom Fields #Customizing the Label #Adding a Custom Open Text Field #Adding a Custom Dropdown Field #Editing a Custom Field #Hiding/Removing a Custom Field #Disabling the "Users Can Add to List" Functionality Setting Up ...
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customfields
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Setting Up Interactions
Table Of Contents: #About Interactions #Setting Up Simple Interaction Definitions #Creating Definitions for Simple Interactions #Editing an Interaction Definition #Copying an Interaction Definition #Deleting an Interaction Definition #Marking an Interaction Definition Inactive ...
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interactions, v140
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