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Content with label interactions in Documentation for Metrix Users and Administrators (See content from all spaces)
Related Labels:
contacts, v140, v130, metrixadministrator, v150, history, duplicates, summary, transferring, calendar, consultant, edit, plannedtasks, developer, flagging
Processing Planned Tasks into Interactions
Processing Planned Tasks into Interactions see also: About Interactions Editing Contacts and Assigned Users with Tasks Setting up Interactions Planned Tasks can become part of a contact's Interaction history in Metrix. You can process tasks for individuals ...
Other labels:
calendar, plannedtasks
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Viewing Summary Information
Viewing Summary Information See also: About Interactions About the Contact Overview Form About User Roles Adding Interactions Setting up Interactions Setting up Summary Information The Metrix Administrator can define summaries for individual contact ...
Other labels:
contacts, summary
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Working with Interactions History
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, history, v130, v140
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Flagging Interactions
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, flagging, v150
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Viewing and Editing Interactions
TOC: #Working with Different Interaction Details Forms #Data Sheet View #Form View Viewing and Editing Interactions See also: About Interactions About the Contact Overview Form About User Roles Adding Interactions Setting up Interactions ...
Other labels:
contacts, edit
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Adding Interactions
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 ...
Other labels:
contacts, v130, v140
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About Interactions
About Interactions See also: About the Contact Overview Form About User Roles Adding Interactions Flagging Interactions Setting up Interactions Setting Up the Interactions Portal Working with Interactions History Introduction to Interactions Metrix Interactions allow ...
Other labels:
contacts
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Working With Duplicate Contact Records
TOC: #Transferring Interactions #Flagging Duplicates for Deletion #Unflagging a Contact Working with Duplicate Contacts See also: About Interactions About User Roles Working with the Recycle Bin Do not flag contacts for deletion until you've transferred any interactions ...
Other labels:
contacts, duplicates, transferring
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Setting Up the Interactions Portal
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 ...
Other labels:
consultant, developer, metrixadministrator, v140, v130
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Setting Up Interactions
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 ...
Other labels:
metrixadministrator, v140
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