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All content with label v150.
Related Labels:
contacts, contactsdirectory, v140, basics, features, changes, interactions, about, flagging, introduction
Managing Communications
(Documentation for Metrix Users and Administrators)
See also Working with Individual Communications Working with Pledges and Payments Table of Contents: #Filtering Communications #Viewing Revenue Totals #Adding a Communication #Editing and Viewing Communication Details #Deleting a Communication #Alternative Marking Communications Inactive #Deleting a communication with associated ...
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Working with a Contact's Communication Interaction Details
(Documentation for Metrix Users and Administrators)
Working with a Contact's Communication Interaction Details Once a contact has been added to a communication, the contact gets a "communication" interaction. This topic covers editing and entering communicationrelated interaction data via the interaction form. !CommunicationsInteractionFormOverview.gif thumbnail! Figure: Viewing communication ...
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Working with a Contact's Program Interaction Details
(Documentation for Metrix Users and Administrators)
Working with a Contact's Program Interaction Details Once a contact has been enrolled in a program, the contact gets a "program" interaction. This section covers editing and entering programrelated interaction data via the interaction form. See Working with Individual Programs for enrolling ...
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About the Contacts Directory Form
(Documentation for Metrix Users and Administrators)
Table of Contents: #About the Contacts Directory Form #Parts of the Contacts Directory Form #Changes to the this form in version 1.5 About the Contacts Directory Form See also: Adding Contacts from the Contacts Directory About the Contact Overview Form The Contacts ...
Other labels:
contacts, contactsdirectory, v140, basics
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Adding Contacts from the Contacts Directory
(Documentation for Metrix Users and Administrators)
See also: Working with Pledges and Payments Adding Contacts from the Contact Overview Form Working With Duplicate Contact Records Interface Changes in Metrix 1.5 Table of Contents: #Adding Contacts from the Contacts Directory #Adding Possible Duplicates #About ...
Other labels:
contacts, basics, contactsdirectory, v140
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Flagging Interactions
(Documentation for Metrix Users and Administrators)
TOC: #Flagging Interactions for Deletion #Unflagging an Interaction for Deletion Flagging Interactions See also: About Interactions About User Roles Viewing and Editing Interactions Working with Duplicate Contact Records Working with the Recycle Bin In Metrix version 1.5 ...
Other labels:
contacts, interactions, flagging
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Metrix Plus 2
(Documentation for Metrix Users and Administrators)
Metrix Plus 2 is a combination of Metrix 1.5 and support and services provided by the Fund for the City of New York
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Interface Changes in Metrix 1.5
(Documentation for Metrix Users and Administrators)
Refresh Filter Results button updates the return results of a filter about Filters. For example, if your viewing individuals and another Metrix user adds more individuals and you click the Refresh Filter Results button, the added individuals will appear on screen ...
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About Metrix Version 1.5
(Documentation for Metrix Users and Administrators)
Introduction Metrix 1.5 builds upon the strength of previous versions of Metrix. Specifically, for the first time, it includes functionality to: Track the Pledges and payments About Pledges and Payments made for programs, events, communications, membership, in addition to other fund raising areas ...
Other labels:
about, introduction, features, changes
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Working with Individual Events
(Documentation for Metrix Users and Administrators)
Table of Contents: #Adding Invitees #Adding Existing Contacts #Adding Newly Added Contacts #Adding Guests for Invitees #Logging Responses #Delete an Attendee from an Event #Viewing the Quick View Form #Working with a Contact's Event Interaction ...
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