|
Content with label v130 in Documentation for Metrix Users and Administrators (See content from all spaces)
Related Labels:
v140, contacts, basics, interactions, metrixadministrator, filters, troubleshooting, systemsettings, developer, knownissues, savedfilters, references, import, history, importing, advancedfilter, consultant
About Contact Records
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 ...
Other labels:
contacts, basics, v140
|
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:
interactions, consultant, developer, metrixadministrator, v140
|
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, interactions, v140
|
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, interactions, history, v140
|
Working with Saved Filters
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 ...
Other labels:
contacts, filters, savedfilters, basics, v140
|
Setting Up System Settings
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, metrixadministrator, v140
|
Working with Advanced Filters
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
|
Interface elements that have changed in Metrix 1.3.0
|
Viewing Contacts in the List View
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
|
Known Issue - Import problems in some METRIX 1.3 clients
you downloaded the METRIX 1.3 before March 29, 2006, you may have a problem importing external data into METRIX. This is due to a missing "reference" that METRIX needs to import the data. The error will occur after selecting a file to import. To resolve ...
Other labels:
knownissues, references, import, importing, troubleshooting
|
|
|
