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All content with label v130.
Related Labels:
v140, contacts, basics, interactions, filters, metrixadministrator, import, history, importing, advancedfilter, consultant, troubleshooting, systemsettings, developer, modules, knownissues, savedfilters, references
How to integrate the volunteer module into an existing Metrix build
(Documentation for Metrix Developers and Consultants)
instructions and attached files will work with Metrix version 1.3 only; they are not compatible with Later versions of Metrix. # Use the attached devmodule130.mdb to load the tables into Metrix v1.3 through interactsql.adp # Create vwCustomVolunteerAssignmentRole by navigating to "Queries" in the database window of interactsql.adp and choosing "New ...
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modules
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About Contact Records
(Documentation for Metrix Users and Administrators)
See also: About the Contact Overview Form Adding Contacts from the Contact Overview Form About Contacts Metrix is designed to allow nonprofit organizations to track and analyze relationships with contacts. Contacts can be individuals organizations and families The Contact Overview ...
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contacts, basics, v140
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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, metrixadministrator, v140
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Adding Interactions
(Documentation for Metrix Users and Administrators)
Table Of Contents: #Adding an Interaction to an Single Contact #Adding an Interaction to a Filtered Group #Adding Interactions in Metrix version 1.4 and later #The Setup Interactions form in version 1.4 and later #Module Name #Adding and Editing Interaction ...
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contacts, interactions, v140
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Working with Interactions History
(Documentation for Metrix Users and Administrators)
Table Of Contents: #Viewing Interaction History #Adding an Interaction #Adding an Interaction to an Individual Contact #Interactions History in version 1.4 #About the Interactions History form in version 1.4 This page contains content for version 1.3 and version ...
Other labels:
contacts, interactions, history, v140
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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 ...
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contacts, filters, savedfilters, basics, v140
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Setting Up System Settings
(Documentation for Metrix Users and Administrators)
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, metrixadministrator, v140
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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, filters, advancedfilter, basics, v140
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Interface elements that have changed in Metrix 1.3.0
(Documentation for Metrix Users and Administrators)
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Viewing Contacts in the List View
(Documentation for Metrix Users and Administrators)
Viewing Contacts in the List View See also: About the Contact Overview Form Filtering by Name Sorting Contacts Viewing Contacts in the Directory The Contact List View form displays multiple contact records in alphabetical order in table format. In addition ...
Other labels:
contacts
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