Description of the Menu Open - Revision history

Ibrahim: Update of contents

2014-03-10T07:57:50Z

Update of contents

Ibrahim: Rewording + Screenshot added

2011-11-11T15:05:57Z

Rewording + Screenshot added

← Older revision		Revision as of 15:05, 11 November 2011
Line 1:		Line 1:
	The Open menu is the menu displayed by default when the application starts.		The Open menu is the menu displayed by default when the application starts.

-	It allows the Smart Quotes user to quickly find and open a project or an offer.	+	It allows the Smart Quotes user to quickly find and open a project or an offer saved on a local or central database.

	The Open menu consists of the following tabs:		The Open menu consists of the following tabs:
Line 22:		Line 22:


-	The left-hand part displays the search criteria. The search criteria correspond to the properties of the project ~~which~~ are as it follows:	+	The left-hand part displays the search criteria. The search criteria correspond to the properties of the project. The search fields are as it follows:

-	* Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.	+	* Start Date: to define the beginning of the search timeframe. The default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.
-	* End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.	+
-	* Description: the name of the project	+
-	* Reference: the reference of the project automatically generated by Smart Quotes	+	{{Note
		+	\| Clicking on the calendar icon opens an interactive calendar. The Smart Quotes user can then select the desired date.
		+	}}
		+
		+
		+	* End Date: to define the end of the search timeframe. Together with the ''Start Date'', it defines the timeframe in which the sought project has been created. The default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.
		+	* Description: the name given to the project.
		+	* Reference: the reference of the project automatically generated by Smart Quotes or manually entered by the Smart Quotes user (this depends on a setting of the administrator)
	* Reference 1: a reference manually entered by the Smart Quotes User		* Reference 1: a reference manually entered by the Smart Quotes User
-	* Opportunity ID: a ~~second~~ reference manually entered by the Smart Quotes User	+	* Opportunity ID: a third reference also manually entered by the Smart Quotes User. This field is usually linked to external CRM tools to which Metis Smart Quotes could interact with.
		+
		+	Special characters (e.g. "ä", "é", "*", "/", etc.) can be typed into the search field.
		+
		+	It is not necessary to type in the full name or references of a project to see it the result table. For example, when searching for a project named "Example", the Smart Quotes user can type in the letters "am" in the ''Description'' field. Metis Smart Quotes looks for the projects including the letters "am" in their name and displays the project named "Example". However, adding a character before or after the letters "am" (e.g "am", "am", "am") causes the project named "Example" not being found because Metis Smart Quotes explicitly searches for projects that contains the chain of characters in their name.
		+
		+
		+	{{Note
		+	\| The search fields are not case-sensitive.
		+	}}
		+
		+
		+	{{Note
		+	\| If the search fields are left empty, all the projects created within the specified search timeframe are displayed.
		+	}}
		+
		+
		+	Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. For each project, the following properties are displayed in the table:

		+	* The Opportunity ID
		+	* The name of the project (in the ''Description'' column)
		+	* The references of the project (in the ''Reference'' & ''Reference 1'' columns)
		+	* The project creation date

-	~~Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.~~

-	Each column includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title.	+	Each column (except the ''Date'' column) includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title.

-	Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title.	+	Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title. They can be sorted either from the oldest to the newest or from the newest to the oldest.

	Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].		Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].
Line 47:		Line 74:

	{{Note		{{Note
-	\| In the online mode, all the projects made by the other users of the same version are displayed.	+	\| In the online mode, all the projects made by the other users of the same version are displayed in the search result.
	}}		}}

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	The search criteria are as it follows:		The search criteria are as it follows:

-	* Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.	+	* Start Date: to define the beginning of the search timeframe. The default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.
-	* End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.	+	* End Date: to define the end of the search timeframe. Together with the ''Start Date'', it defines the timeframe in which the sought offer has been created. The default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.
-	* Description: the name of the offer	+	* Description: the name given to the offer
-	* Object: ~~further~~ information that may have been entered by the Smart Quotes user to better describe the offer	+	* Object: additional information that may have been entered by the Smart Quotes user to better describe the offer
	* Offer Number: the reference of the offer automatically generated by Smart Quotes		* Offer Number: the reference of the offer automatically generated by Smart Quotes
	* Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user		* Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user
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	[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG\|center\|850x700px]]		[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG\|center\|850x700px]]

		+
		+	The table in this tab contains the same columns as the table in the [[#Project \| Project tab]].

	Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].		Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].
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	== Last Opened Offers ==		== Last Opened Offers ==

-	The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user.	+	The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user, as shown in the following example:
		+
		+
		+	[[File:MetisSmartQuotesLastOpenedOffersTab.PNG\|center\|850x700px]]
		+
		+
		+	The table in this tab contains the same columns as the table in the [[#Offer \| Offer tab]].

	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].		Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].

Ibrahim: Rewording

2011-11-03T11:51:11Z

Rewording

← Older revision		Revision as of 11:51, 3 November 2011
Line 1:		Line 1:
	The Open menu is the menu displayed by default when the application starts.		The Open menu is the menu displayed by default when the application starts.

-	It allows to quickly find and open a project or an offer.	+	It allows the Smart Quotes user to quickly find and open a project or an offer.

	The Open menu consists of the following tabs:		The Open menu consists of the following tabs:
Line 19:		Line 19:


-	[[File:MetisSmartQuotesMenuOpenProjectTab.PNG\|center\|~~750x650px~~]]	+	[[File:MetisSmartQuotesMenuOpenProjectTab.PNG\|center\|850x700px]]


Line 34:		Line 34:
	Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.		Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.

-	Each column includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. ~~The contents of each column~~ can ~~also~~ be sorted ~~by alphabetic order or~~ by date by clicking on the up and down arrows located on the left of the column title.	+	Each column includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title.
		+
		+	Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title.

	Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].		Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].
Line 40:		Line 42:

	{{Note		{{Note
-	\| By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the Open Project menu.	+	\| By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the ''Open Project'' menu.
	}}		}}

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-	[[File:~~TBD~~\|center\|~~750x650px~~]]	+	[[File:MetisSmartQuotesMenuOpenOfferTab.png\|center\|850x700px]]


Line 69:		Line 71:
	* Object: further information that may have been entered by the Smart Quotes user to better describe the offer		* Object: further information that may have been entered by the Smart Quotes user to better describe the offer
	* Offer Number: the reference of the offer automatically generated by Smart Quotes		* Offer Number: the reference of the offer automatically generated by Smart Quotes
-	* Manual Offer Number: the reference of the offer ~~manually~~ that may have been entered by the Smart Quotes user	+	* Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user
	* System: a filter to display only the offers that contain a specific system		* System: a filter to display only the offers that contain a specific system

Line 75:		Line 77:
	The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:		The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:
	* the offer number automatically generated by Smart Quotes		* the offer number automatically generated by Smart Quotes
-	* the offer name (in the ~~description~~ column)	+	* the offer name (in the ''Description'' column)
-	* the offer ~~manual number~~	+	* the object of the offer (in the ''Reference'' column)
	* the offer creation date		* the offer creation date
	* the offer total amount		* the offer total amount
Line 88:		Line 90:


-	[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG\|center\|~~750x650px~~]]	+	[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG\|center\|850x700px]]

Ibrahim: Addition of screenshots and text review

2011-10-14T09:32:33Z

Addition of screenshots and text review

← Older revision		Revision as of 09:32, 14 October 2011
Line 9:		Line 9:
	* [[#Last Opened Projects \| Last Opened Projects]]		* [[#Last Opened Projects \| Last Opened Projects]]
	* [[#Last Opened Offers \| Last Opened Offers]]		* [[#Last Opened Offers \| Last Opened Offers]]
		+

	Each tab is described below.		Each tab is described below.
		+

	== Project ==		== Project ==
Line 17:		Line 19:


-	[~~Screenshot of the Open / Project~~]	+	[[File:MetisSmartQuotesMenuOpenProjectTab.PNG\|center\|750x650px]]


	The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows:		The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows:

-	* Start Date: the default start date is 01.01.2000 ~~but it~~ can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date	+	* Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.
-	* End Date: the default end date is the current date ~~but it~~ can be manually defined using the calendar icon or by typing in the desired date	+	* End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.
	* Description: the name of the project		* Description: the name of the project
-	* Reference: the reference of the project	+	* Reference: the reference of the project automatically generated by Smart Quotes
-	* Reference 1: ~~the~~ reference ~~1 of~~ the ~~project~~	+	* Reference 1: a reference manually entered by the Smart Quotes User
-	* Opportunity ID: ~~if enabled, the opportunity ID of~~ the ~~project~~	+	* Opportunity ID: a second reference manually entered by the Smart Quotes User

-	~~!!! Check if Opportunity ID is always visible !!!~~

	Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.		Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.

-	Each ~~columns include~~ a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. The contents of each column can also be sorted by alphabetic order or by date by clicking on the up and down arrows located on the left of the column title.	+	Each column includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. The contents of each column can also be sorted by alphabetic order or by date by clicking on the up and down arrows located on the left of the column title.
		+
		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].

-	~~Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.~~

	{{Note		{{Note
Line 48:		Line 50:

	{{Note		{{Note
-	\| In the online mode, the projects made in some other versions ~~could be displayed~~ (this depends on the administrator's settings).	+	\| In the online mode, the projects made in some other versions can appear (this depends on the administrator settings).
	}}		}}
		+

	== Offer ==		== Offer ==
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-	[~~Screenshot of the Open / Offer~~]	+	[[File:TBD\|center\|750x650px]]


	The search criteria are as it follows:		The search criteria are as it follows:

-	* Start Date: the default start date is 01.01.2000 ~~but it~~ can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date	+	* Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date.
-	* End Date: the default end date is the current date ~~but it~~ can be manually defined using the calendar icon or by typing in the desired date	+	* End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date.
	* Description: the name of the offer		* Description: the name of the offer
-	* Object: the ~~object of~~ the offer	+	* Object: further information that may have been entered by the Smart Quotes user to better describe the offer
-	* Offer Number: the reference of the offer	+	* Offer Number: the reference of the offer automatically generated by Smart Quotes
-	* Manual Offer Number: the ~~manual~~ reference of the offer	+	* Manual Offer Number: the reference of the offer manually that may have been entered by the Smart Quotes user
-	* System: to display only the offers that contain a specific system	+	* System: a filter to display only the offers that contain a specific system


	The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:		The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:
-	* the offer number	+	* the offer number automatically generated by Smart Quotes
-	* the offer name (description)	+	* the offer name (in the description column)
-	* the ~~object~~	+	* the offer manual number
	* the offer creation date		* the offer creation date
	* the offer total amount		* the offer total amount

-	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.	+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].


	== Last Opened Projects ==		== Last Opened Projects ==

-	The Last Opened Projects tab ~~shows~~ the last projects that were opened by the Smart Quotes user.	+	The Last Opened Projects tab displays the last projects that were opened by the Smart Quotes user, as shown in the following example:
		+
		+
		+	[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG\|center\|750x650px]]
		+
		+
		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].

-	~~Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.~~

	{{Note		{{Note
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	The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user.		The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user.

-	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.	+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project \| Project menu]].
		+

	{{Note		{{Note
	\| The maximum number of offers visible in this window depends on a setting of the administrator.		\| The maximum number of offers visible in this window depends on a setting of the administrator.
	}}		}}

Ibrahim: Project from other versions

2011-06-10T11:46:57Z

Project from other versions

← Older revision		Revision as of 11:46, 10 June 2011
Line 46:		Line 46:
	}}		}}

		+
		+	{{Note
		+	\| In the online mode, the projects made in some other versions could be displayed (this depends on the administrator's settings).
		+	}}

	== Offer ==		== Offer ==

Ibrahim: Creation of the page

2011-06-08T08:16:59Z

Creation of the page

← Older revision		Revision as of 08:16, 8 June 2011
Line 1:		Line 1:
-	Description of the ~~different functionalities~~.	+	The Open menu is the menu displayed by default when the application starts.
		+
		+	It allows to quickly find and open a project or an offer.
		+
		+	The Open menu consists of the following tabs:
		+
		+	* [[#Project \| Project]]
		+	* [[#Offer \| Offer]]
		+	* [[#Last Opened Projects \| Last Opened Projects]]
		+	* [[#Last Opened Offers \| Last Opened Offers]]
		+
		+	Each tab is described below.
		+
		+	== Project ==
		+
		+	The Project tab allows the Smart Quotes user to search for projects, as shown in the following example:
		+
		+
		+	[Screenshot of the Open / Project]
		+
		+
		+	The left-hand part displays the search criteria. The search criteria correspond to the properties of the project which are as it follows:
		+
		+	* Start Date: the default start date is 01.01.2000 but it can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date
		+	* End Date: the default end date is the current date but it can be manually defined using the calendar icon or by typing in the desired date
		+	* Description: the name of the project
		+	* Reference: the reference of the project
		+	* Reference 1: the reference 1 of the project
		+	* Opportunity ID: if enabled, the opportunity ID of the project
		+
		+	!!! Check if Opportunity ID is always visible !!!
		+
		+	Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria.
		+
		+	Each columns include a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. The contents of each column can also be sorted by alphabetic order or by date by clicking on the up and down arrows located on the left of the column title.
		+
		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+	{{Note
		+	\| By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the Open Project menu.
		+	}}
		+
		+
		+	{{Note
		+	\| In the online mode, all the projects made by the other users of the same version are displayed.
		+	}}
		+
		+
		+	== Offer ==
		+
		+	The Offer tab works in the same way as the [[#Project \| Project tab]] described above. It allows the Smart Quotes user to search for offers, as shown in the following example:
		+
		+
		+	[Screenshot of the Open / Offer]
		+
		+
		+	The search criteria are as it follows:
		+
		+	* Start Date: the default start date is 01.01.2000 but it can be defined by the Smart Quotes user in the [[Description of the Menu Setup \| Setup menu]] or manually using the calendar icon or by typing in the desired date
		+	* End Date: the default end date is the current date but it can be manually defined using the calendar icon or by typing in the desired date
		+	* Description: the name of the offer
		+	* Object: the object of the offer
		+	* Offer Number: the reference of the offer
		+	* Manual Offer Number: the manual reference of the offer
		+	* System: to display only the offers that contain a specific system
		+
		+
		+	The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table:
		+	* the offer number
		+	* the offer name (description)
		+	* the object
		+	* the offer creation date
		+	* the offer total amount
		+
		+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+
		+	== Last Opened Projects ==
		+
		+	The Last Opened Projects tab shows the last projects that were opened by the Smart Quotes user.
		+
		+	Double-clicking on a project opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+	{{Note
		+	\| The maximum number of projects visible in this window depends on a setting of the administrator.
		+	}}
		+
		+
		+	== Last Opened Offers ==
		+
		+	The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user.
		+
		+	Double-clicking on an offer opens it and the Smart Quotes user is redirected to the Project menu.
		+
		+	{{Note
		+	\| The maximum number of offers visible in this window depends on a setting of the administrator.
		+	}}

Ibrahim: Creation of the page

2011-02-16T13:11:05Z

Creation of the page

New page

Description of the different functionalities.