Description of the Sub-Menu Address Sources - Revision history

Patrick at 08:32, 4 October 2013

2013-10-04T08:32:51Z

← Older revision		Revision as of 08:32, 4 October 2013
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-	Address sources are used to distinguish which database newly created or imported addresses and contacts belong to. In case of addresses and contacts created in Metis, the default address source is ''Metis''.	+	Address sources are used to distinguish to which database newly created or imported addresses and contacts belong to. In case of addresses and contacts created manually in Metis Smart Quotes, the default address source is ''Metis''.


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-	On the left-hand side of the window, a '''Search''' feature is found. ~~Upon entering~~ only a ~~few characters,~~ the ~~'''Search''' can be launched with~~ the results ~~being~~ displayed ~~just~~ below. Selecting ~~one~~ will ~~also highlight it~~ in the main list ~~on the right~~.	+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Address sources based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.


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	== Adding an Address Source ==		== Adding an Address Source ==

-	~~The~~ "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to create a new ~~address source~~. When ~~the~~ it is clicked, the '''Address Source''' window opens~~. In the field '''Address Source Designation'''~~, ~~the user enters the name of the new address source~~.	+	In the '''Address Sources''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main table allows the user/administrator to create a new Address Source. When it is clicked, the '''Address Source''' creation window opens, it allows to define all related information.


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-	~~Once~~ the ~~name given~~, ~~validating the window will create~~ the new Address Source in the ~~Metis Smart Suite Database~~.	+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
		+
		+	Once all related mandatory and optional information have been set, the new Address Source can be saved by validating the '''Address Source''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


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	== Modifying an Address Source ==		== Modifying an Address Source ==

-	~~The~~ "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to ~~see and modify~~ the ~~name of the address source~~. Selecting ~~an address source~~ and clicking on it ~~button~~ opens the '''Address Source''' window where ~~the name of the address source may~~ be ~~modified~~.	+	In the '''Address Sources''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Address Source. Selecting a Address Source and clicking on it opens the '''Address Source''' edition window where all related properties and information can be edited.


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-	~~Once validated~~ all ~~chances~~ will be saved in the ~~Metis Smart Suite Database~~.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Address Source. Modifications applied to the selected Address Source will only be saved once the Address Source edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.


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	}}		}}
		+
		+

	== Deleting an Address Source==		== Deleting an Address Source==

-	~~The~~ "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete ~~an exisiting address source. Multiple address sources may be~~ selected ~~and deleted together~~. ~~When deleting an address source,~~ the following ~~pop-up~~ window ~~appears:~~	+	In the '''Address Sources''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Address Source. Selecting one or more Address Sources and clicking on it displays the following confirmation window.


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-		+	Once the warning is confirmed, the selected Address Source is removed from Metis Smart Suite and deleted from the Metis Database.
-	~~The Smart Quotes user must confirm~~ the ~~message before~~ the ~~address source~~ is deleted.	+

Patrick: /* Modifying an Address Source */

2013-07-30T09:38:32Z

Modifying an Address Source

← Older revision		Revision as of 09:38, 30 July 2013
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	{{Note		{{Note
	\| Address Sources with a lock icon before them cannot be modified. A waring message will be displayed when trying.		\| Address Sources with a lock icon before them cannot be modified. A waring message will be displayed when trying.
		+

	[[File:MSM_Data_Management_Address_Sources_Edit.png\|center]]		[[File:MSM_Data_Management_Address_Sources_Edit.png\|center]]
-	}}


		+	}}

	== Deleting an Address Source==		== Deleting an Address Source==

Patrick at 09:38, 30 July 2013

2013-07-30T09:38:11Z

← Older revision		Revision as of 09:38, 30 July 2013
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-	~~Description~~ of the ~~Address Sources menu~~	+	Address sources are used to distinguish which database newly created or imported addresses and contacts belong to. In case of addresses and contacts created in Metis, the default address source is ''Metis''.

-	~~[screenshot of the address sources sub-menu]~~
-
-	Address sources are used to distinguish which database newly created or imported addresses and contacts belong to. In the case of addresses and contacts created in Metis, the default address source is ''Metis''.

	The current address sources are listed under designation in the table below. Using the action buttons, the user can add, delete and edit address sources.		The current address sources are listed under designation in the table below. Using the action buttons, the user can add, delete and edit address sources.

-	Address sources with a lock icon in front of them may not be edited however. The lock signifies that they were created in a different version and can only be edited by logging into that specific version.

		+	[[File:MSM-Data-Management-Address-Sources.png\|center\|600x400px]]


		+	Address sources with a lock icon in front of them may not be edited however. The lock signifies that they were created in a different version and can only be edited by logging into that specific version.


-	On the left-hand side of the window, a '''Search''' feature is found.	+	On the left-hand side of the window, a '''Search''' feature is found. Upon entering only a few characters, the '''Search''' can be launched with the results being displayed just below. Selecting one will also highlight it in the main list on the right.
		+
		+
		+	{{Note
		+	\| Address Sources can be used when importing Addresses and Contacts from external list (for example MS Excel).
		+	}}

-	~~Upon entering only a few characters, the '''Search''' can be launched with the results appearing just below.~~


	== Adding an Address Source ==		== Adding an Address Source ==

-	[~~screenshot of~~ the ~~add~~ source window]	+	The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to create a new address source. When the it is clicked, the '''Address Source''' window opens. In the field '''Address Source Designation''', the user enters the name of the new address source.
		+
		+
		+	[[File:MSM_Data_Management_Address_Sources_Add.png\|center]]
		+
		+
		+	Once the name given, validating the window will create the new Address Source in the Metis Smart Suite Database.
		+

-	The '''Add''' button allows the user to add a new address source. When the '''Add''' button is clicked, the '''Address Source''' window opens. In the field '''Address Source Designation''', the user enters the name of the new address source.

	== Modifying an Address Source ==		== Modifying an Address Source ==

-	[~~screenshot~~ of the ~~edit~~ source window]	+	The "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to see and modify the name of the address source. Selecting an address source and clicking on it button opens the '''Address Source''' window where the name of the address source may be modified.
		+
		+
		+	[[File:MSM-Data-Management-Address-Sources-Edit.png\|center]]
		+
		+
		+	Once validated all chances will be saved in the Metis Smart Suite Database.
		+
		+
		+	{{Note
		+	\| Address Sources with a lock icon before them cannot be modified. A waring message will be displayed when trying.
		+
		+	[[File:MSM_Data_Management_Address_Sources_Edit.png\|center]]
		+	}}

-	~~The '''Edit''' button allows the user to see and modify the properties of the address source.~~

-	~~Selecting an address source and clicking on the '''Edit''' button opens the '''Address Source''' window where the name of the address source may be modified.~~

	== Deleting an Address Source==		== Deleting an Address Source==

-	The ~~'''~~Delete~~'''~~ button allows the user to delete an exisiting address source.	+	The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete an exisiting address source. Multiple address sources may be selected and deleted together. When deleting an address source, the following pop-up window appears:
		+

-	~~Multiple address sources may be selected and deleted together~~.	+	[[File:MSM-Data-Management-Address-Sources-Delete.png\|center]]

-	~~When deleting an address source, the following pop-up window appears:~~

-	~~[Screen shots of the delete address source window]~~

-	The Smart Quotes user must confirm the message before the address source ~~can be~~ deleted.	+	The Smart Quotes user must confirm the message before the address source is deleted.

Patrick at 09:08, 30 July 2013

2013-07-30T09:08:32Z

← Older revision		Revision as of 09:08, 30 July 2013
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-	Description of the ~~different functionalities~~ and ~~their impact on~~ the ~~other windows/menus~~ of Metis.	+	Description of the Address Sources menu
		+
		+	[screenshot of the address sources sub-menu]
		+
		+	Address sources are used to distinguish which database newly created or imported addresses and contacts belong to. In the case of addresses and contacts created in Metis, the default address source is ''Metis''.
		+
		+	The current address sources are listed under designation in the table below. Using the action buttons, the user can add, delete and edit address sources.
		+
		+	Address sources with a lock icon in front of them may not be edited however. The lock signifies that they were created in a different version and can only be edited by logging into that specific version.
		+
		+
		+
		+
		+
		+	On the left-hand side of the window, a '''Search''' feature is found.
		+
		+	Upon entering only a few characters, the '''Search''' can be launched with the results appearing just below.
		+

	== Adding an Address Source ==		== Adding an Address Source ==
		+
		+	[screenshot of the add source window]
		+
		+	The '''Add''' button allows the user to add a new address source. When the '''Add''' button is clicked, the '''Address Source''' window opens. In the field '''Address Source Designation''', the user enters the name of the new address source.

	== Modifying an Address Source ==		== Modifying an Address Source ==
		+
		+	[screenshot of the edit source window]
		+
		+	The '''Edit''' button allows the user to see and modify the properties of the address source.
		+
		+	Selecting an address source and clicking on the '''Edit''' button opens the '''Address Source''' window where the name of the address source may be modified.

	== Deleting an Address Source==		== Deleting an Address Source==
		+
		+	The '''Delete''' button allows the user to delete an exisiting address source.
		+
		+	Multiple address sources may be selected and deleted together.
		+
		+	When deleting an address source, the following pop-up window appears:
		+
		+	[Screen shots of the delete address source window]
		+
		+	The Smart Quotes user must confirm the message before the address source can be deleted.

Patrick at 07:06, 8 October 2012

2012-10-08T07:06:55Z

← Older revision		Revision as of 07:06, 8 October 2012
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	Description of the different functionalities and their impact on the other windows/menus of Metis.		Description of the different functionalities and their impact on the other windows/menus of Metis.
		+
		+	== Adding an Address Source ==
		+
		+	== Modifying an Address Source ==
		+
		+	== Deleting an Address Source==

Ibrahim: Creation of the page

2011-02-13T19:47:33Z

Creation of the page

New page

Description of the different functionalities and their impact on the other windows/menus of Metis.