|
All content with label filters.
Related Labels:
basics, contacts, queries, reports, v130, v140, savedfilters, filterbyname, advancedfilter, introduction, export, email
Sending an email blast to a filtered group of contacts
(Documentation for Metrix Users and Administrators)
Option 1. Copy & Paste Create the query, then highlight the Email field, rightclick and copy, then paste into the BCC field in Outlook. When sending bulk email via Outlook, there are some best practices that should be followed. See http://www.emaillabs.com/bestpractices ...
Other labels:
email
|
Creating a filter to see all contacts missing data in a certain field
(Documentation for Metrix Users and Administrators)
method can be used in Metrix version 1.3 and later Instructions for creating a filter to find contacts missing data in a specific field The process for filtering contacts who are missing data is a twostep process. In this example, we will build a filter for all contacts ...
|
Explanation of Methods for Getting Data out of Metrix
(Documentation for Metrix Users and Administrators)
Table of Contents: #Filters #When to use them #Filters versus Queries #Queries #When to use them #Reports #When to use them #Exports #When to use them Methods of Output In order to effectively use Metrix, or any database, users ...
Other labels:
introduction, queries, reports, export
|
Filters
(Documentation for Metrix Developers and Consultants)
TOC: #When to Use a Filter #Creating and Saving a Filter #Running a Saved Filter Filters See also: About Filters Docs:About Filters Filters, Queries, and Reports Removing a Filter Docs:Removing a Filter Working with Advanced Filters Docs ...
|
Filters, Queries, and Reports
(Documentation for Metrix Developers and Consultants)
Filters, Queries, and Reports See also: Filters Queries and Reports Reports Overview Metrix offers several methods of finding, sorting, and presenting data. Each method can be customized to gather the required data and display it in a suitable manner. Filters allow ...
Other labels:
queries, reports
|
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:
contacts, 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:
contacts, 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:
contacts, 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:
contacts, 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:
contacts, basics
|
|
|
