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All content with label v140.
Related Labels:
contacts, v130, basics, interactions, metrixadministrator, contactsdirectory, v150, systemsettings, consultant, filters, developer, advancedfilter, admin, installation, introduction, client, savedfilters, upgrade, history
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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v130, contacts, basics
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Modules Explained
(Documentation for Metrix Users and Administrators)
Introduction Metrix version 1.4 has builtin module functionality. Using this new feature, you can distinguish the objects you create from those that are packaged with Metrix version 1.4 when you first install it. Modules defined A module ...
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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, v130
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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 ...
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contacts, interactions, history, v130
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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, v130
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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, v130
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Metrix Version 1.4 Key Enhancements and Features
(Documentation for Metrix Users and Administrators)
Introduction Metrix version 1.4 has a several major enhancements and new features. The Contacts Directory The Contacts Directory form replaces the Directory form from version 1.3 and has been redesigned to serve as a quick and easy way to effectively access ...
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introduction
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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, v130
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Setting Up Interactions
(Documentation for Metrix Users and Administrators)
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, metrixadministrator
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Client Installation Overview
(Documentation for Metrix Users and Administrators)
Installing the Metrix Client See also: Metrix Architecture Explained Server Installation Overview The following is a brief overview of the firsttime installation of the Metrix Client, which consists of Metrix.adp. For a stepbystep walk through, see StepByStep Installation Instructions for Metrix Client ...
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installation, client, consultant, developer, admin
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