|
All content with label metrixadministrator.
Related Labels:
consultant, developer, interactions, admin, systemadministrator, custom, v140, customfields, tables, systemsettings, v130, customize, erdiagrams, databases, summary, lists, components, edit, devloper, introduction, datarequirements, basics, delete, relationships, metrixreadiness
more »
Gathering Data Requirements
(Documentation for Metrix Developers and Consultants)
Gathering Data Requirements Overview Discuss with the organization precisely what it will be using Metrix for, and make a list of those functions. Will it be using Metrix for tracking all its contacts and interactions with contacts, or will it continue to maintain existing databases for certain functions (such as fundraising)? With the organization ...
Other labels:
datarequirements, consultant, developer, admin, systemadministrator
|
Metrix Files and Technical Components
(Documentation for Metrix Developers and Consultants)
Metrix Files and Technical Components See also: Installation Guide Introduction Docs: Installation Guide Introduction Introduction to METRIX Understanding Interactions and Custom Tables Understanding METRIX Tables and Relationships Metrix consists of several components, each of which serves ...
Other labels:
components, devloper, consultant, admin, systemadministrator
|
Understanding Interactions and Custom Tables
(Documentation for Metrix Developers and Consultants)
Understanding Interactions and Custom Tables See also: About Interactions Docs: ABout Interactions Introduction to METRIX Metrix Files and Technical Components Understanding METRIX Tables and Relationships !IGInteractionsCustomTblsEntityRelationships2.gif thumbnail! Figure: Table Relationships with Custom Table It is likely that the default ...
Other labels:
interactions, custom, consultant, developer, admin, systemadministrator
|
Understanding METRIX Tables and Relationships
(Documentation for Metrix Developers and Consultants)
TOC: #Contacts #Contact Locations #Interactions #Interaction Definitions Understanding Metrix Tables and Relationships See also: About Contact Records Docs: About Contact Records About Interactions Docs: About Interactions Introduction to METRIX Metrix Files and Technical ...
Other labels:
relationships, erdiagrams, consultant, developer, admin, systemadministrator
|
About Metrix Customization
(Documentation for Metrix Developers and Consultants)
About Metrix Customization See also: About Interactions docs:About Interactions Configuring Custom Fields Metrix Files and Technical Components Understanding and Planning Interactions Understanding Metrix Tables and Relationships The Metrix Build The build is the customized version of Metrix ...
Other labels:
customize, consultant, developer, admin, systemadministrator
|
Working with the Recycle Bin
(Documentation for Metrix Users and Administrators)
TOC: #Records Marked for Deletion #Permanently Removing Records Flagged for Deletion #Restoring Records Flagged for Deletion Working with the Recycle Bin See also: About User Roles Flagging Connections Flagging Contacts Flagging Interactions Working with Duplicate Contact ...
Other labels:
delete
|
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 ...
Other labels:
systemsettings, v140, v130
|
Editing Value Lists
(Documentation for Metrix Users and Administrators)
Editing Value Lists See also: About the Contact Overview Form About User Roles Note: Only the Metrix Administrator can access the Edit Value Lists form. Most users can add new values for dropdown lists ...
Other labels:
lists
|
Setting up Summary Information
(Documentation for Metrix Users and Administrators)
Setting Up Summary Information See also: About Interactions About User Roles Viewing Summary Information Working with Interactions History Note: Only the Metrix Administrator is able to access the Summary Info form. Requests for summary information need ...
Other labels:
summary
|
Setting Up Custom Fields
(Documentation for Metrix Users and Administrators)
TOC: #About Custom Fields #Customizing the Label #Adding a Custom Open Text Field #Adding a Custom Dropdown Field #Editing a Custom Field #Hiding/Removing a Custom Field #Disabling the "Users Can Add to List" Functionality Setting Up ...
Other labels:
customfields
|
|
|
