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consultant, developer, interactions, admin, systemadministrator, custom, v140, tables, systemsettings, v130, customfields, summary, lists, components, edit, devloper, introduction, datarequirements, basics, delete, relationships, metrixreadiness, customize, erdiagrams, databases
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Metrix Architecture Explained
(Documentation for Metrix Users and Administrators)
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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Planning and Building Custom Tables
(Documentation for Metrix Developers and Consultants)
Planning and Building Custom Tables Introduction Once you have gathered the requirements and planned the Custom Interactions, you are ready to build the custom tables that will hold the Interaction data. There are two strategies for building custom tables in Metrix: Creating new data ...
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custom, consultant, developer, tables
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Planning Custom Interactions
(Documentation for Metrix Developers and Consultants)
Planning Custom Interactions See also: About Interactions Docs:About Interactions Building Complex Custom Interactions with Existing Data Importing Custom Tables into Metrix Preparing Custom Tables for Importing Interactions Understanding and Planning Interactions During the planning ...
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interactions, custom, consultant, developer
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Editing an Existing Interaction
(Documentation for Metrix Developers and Consultants)
TOC: #Connecting a Custom Table to an Existing Interaction #Adding a Custom Interaction to an Existing Metrix Database #Editing the Values in an Existing Lookup Table Associated with a Custom Table #Adding a Field to an Existing Custom Table #Deleting ...
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interactions, edit, consultant, developer
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Setting Up the Interactions Portal
(Documentation for Metrix Users and Administrators)
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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Including Custom Tables in an Interaction Definition
(Documentation for Metrix Developers and Consultants)
Including Custom Tables in an Interaction Definition Custom tables are associated with an Interaction through the Interaction Definition. You must be logged in as the Metrix Administrator in order to add Interactions. # Log in to Metrix with Metrix Administrator rights. # Click Customize in the Navigation ...
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interactions, custom, consultant, developer, tables
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Creating Simple Interactions
(Documentation for Metrix Developers and Consultants)
Creating Simple Interactions See also: About Interactions Docs: About Interactions About Metrix Customization Adding Interactions Docs: Adding Interactions Editing an Existing Interaction Understanding and Planning Interactions Simple Interactions have limited fields ...
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interactions, consultant, developer
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Understanding and Planning Interactions
(Documentation for Metrix Developers and Consultants)
TOC: #About Interactions #Planning an Organization's Interactions #Planning Interactions #Interaction Definitions #Simple Interactions Versus Custom Interactions #Understanding Where Interaction Data is Stored #The Logical Data Model in a Nutshell Understanding and Planning Interactions See also ...
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interactions, consultant, developer
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Configuring Custom Fields
(Documentation for Metrix Developers and Consultants)
TOC: #When to Configure a Custom Field #Features of Custom Fields #Configuring a Custom Field Configuring Custom Fields See also: About METRIX Customization About User Roles Docs:About User Roles Working with Demographics Docs:Working ...
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customfields, consultant, developer
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Assessing Readiness for METRIX
(Documentation for Metrix Developers and Consultants)
Assessing Readiness for Metrix See also: Introduction to Metrix The METRIX Readiness Survey Background Metrix is currently in Phase III of its development and is thus a work in progress, designed to be owned by its community of users. This means that the Fund for the City of New York ...
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metrixreadiness, databases, consultant, developer, systemadministrator, admin
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