Description of the Sub-Menu Addresses - Revision history

Patrick at 08:19, 4 October 2013

2013-10-04T08:19:09Z

← Older revision		Revision as of 08:19, 4 October 2013
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-	Metis Smart Suite includes ~~a light-weight~~ CRM in order for end-users to address there offers to customers. Of course an offer can be made out to a new customer by entering all its contact information in Metis Smart Quotes, but Metis Smart Suites allows also the administrator to set up the database with existing customers. In the later, this is done for individual addresses in the addresses sub-menu. It is split into two different tabs, for the two different type of addresses which can be entered, '''Addresses''' (for companies) and '''Contacts''' (for contact persons).	+	Metis Smart Suite includes an easy to use CRM in order for end-users to address there offers to customers. Of course an offer can be made out to a new customer by entering all its contact information in Metis Smart Quotes, but Metis Smart Suites allows also the administrator to set up the database with existing customers. In the later, this is done for individual addresses in the addresses sub-menu. It is split into two different tabs, for the two different type of addresses which can be entered, '''Addresses''' (for companies) and '''Contacts''' (for contact persons).


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	The action buttons for both the '''Address''' and '''Contact''' tabs are the same except for a few minor differences and therefore will only be explained once.		The action buttons for both the '''Address''' and '''Contact''' tabs are the same except for a few minor differences and therefore will only be explained once.
		+
		+
		+	{{Note
		+	\| The Addresses and Contacts defined in Metis Smart Modeling can have several roles based on how they are used in Metis Smart Quotes. This means that this functionality not only allows to define customers, but also partners, subcontractors or providers for example. Please refer to this section for more info an [[Description_of_the_Sub-Menu_Address_Roles\|Address roles]].
		+	}}
		+


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-	~~The~~ "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to ~~add~~ a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.	+	In the '''Addresses''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main table allows the user/administrator to create a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.

-	In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are separated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the information inputted by the user. Several of the fields are preceded by a red arrow, indicating that the field is mandatory and must be filled in by the user in order to save the new address or contact. If not, the application will show a warning. The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated by Metis Smart Modeling and appears at the top of the window.	+
		+	In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are separated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the information inputted by the user. Several of the fields are preceded by a red arrow, indicating that the field is mandatory and must be filled in by the user in order to save the new address or contact. If not, the application will show a warning and ask to fill in the mandatory fields. The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated by Metis Smart Modeling and appears at the top of the window.


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-	Once ~~the window validated~~, the ~~newly defined~~ address or contact ~~is listed in~~ the ~~database~~.	+	Once all related mandatory and optional information have been set, the new address or contact can be saved by validating the '''address or contact''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


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	\| By default all addresses created through this procedure will be flagged as having as source METIS.		\| By default all addresses created through this procedure will be flagged as having as source METIS.
	}}		}}
		+
		+
		+	{{Tip
		+	\| A specific Address can have an unlimited number of contacts linked to it.
		+	}}
		+


	==Editing an existing address or contact==		==Editing an existing address or contact==

-	~~The~~ "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to ~~see and modify the~~ properties of the address or contact. Selecting an address or contact and clicking on the button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window.	+	In the '''Addresses''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected address or contact. Selecting an address or contact and clicking on the button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window.


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-	~~Once the~~ window ~~validated,~~ the ~~modified~~ address or contact is ~~updated in~~ the ~~database~~.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new address or contact. Modifications applied to the selected address or contact will only be saved once the address or contact edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.
		+


	==Deleting an existing address or contact==		==Deleting an existing address or contact==

-	~~The~~ "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete ~~an existing~~ address or contact. ~~When deleting an~~ address or contact, the following ~~pop-up~~ window ~~appears:~~	+	In the '''Addresses''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main table allows the user/administrator to delete the selected address or contact. Selecting one or more address or contact and clicking on it displays the following confirmation window.


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-	~~The action must be~~ confirmed ~~before~~ the address or contact is ~~deleted~~ from ~~the~~ Metis Smart Suite Database.	+	Once the warning is confirmed, the selected address or contact is removed from Metis Smart Suite and deleted from the Metis Database.
		+


	==Previewing an existing address or contact==		==Previewing an existing address or contact==

-	~~The~~ "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see ~~the~~ properties of the selected address or contact~~. Selecting an address or contact and clicking on the '''Preview''' button opens a window where all the properties of the address or contact are presented along with the Address ID~~.	+	In the '''Addresses''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected address or contact.


	[[File:MSM_Data_Management_Addresses_Preview.png\|center\|600x400px]]		[[File:MSM_Data_Management_Addresses_Preview.png\|center\|600x400px]]
		+
		+
		+	Selecting an address or contact from the table and clicking on it opens the '''Addresses''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new address or contact.


	{{Note		{{Note
-	\| It is not possible ~~to edit~~ the ~~properties of the address or contact in the '''Preview''' address or contact window. This must~~ be ~~done with the '''Edit''' button~~.	+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
	}}		}}


-	{{~~Open~~	+	{{Note
-	\| ~~Importing information !!!~~	+	\| Addresses and Contacts can be imported into Metis Smart Suite using the [[Metis_Smart_Modeling_-_Data\|import]] functionality.
	}}		}}

Patrick at 08:31, 30 July 2013

2013-07-30T08:31:03Z

← Older revision		Revision as of 08:31, 30 July 2013
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	[[File:MSM-Data-Management-Addresses-Contacts.png\|center\|600x400px]]		[[File:MSM-Data-Management-Addresses-Contacts.png\|center\|600x400px]]

		+
		+	{{Note
		+	\| The source field represents the origin tag for the listed address or contact. The number of option for this fields varies based on the sources required in the organization in which Metis Smart Suite is being rolled-out.
		+	}}


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	Once the window validated, the newly defined address or contact is listed in the database.		Once the window validated, the newly defined address or contact is listed in the database.
		+
		+
		+	{{Note
		+	\| By default all addresses created through this procedure will be flagged as having as source METIS.
		+	}}
		+

	==Editing an existing address or contact==		==Editing an existing address or contact==

Patrick: /* Creating a new address or contact */

2013-07-30T08:27:02Z

Creating a new address or contact

← Older revision		Revision as of 08:27, 30 July 2013
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-	In the address creation and edition window, the "CMR", "SAP" and "UANp" ~~fiedls~~ represent external identification number for third party CRMs.	+	In the address creation and edition window, the "CMR", "SAP" and "UANp" fields represent external identification number for third party CRMs.


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	Once the window validated, the newly defined address or contact is listed in the database.		Once the window validated, the newly defined address or contact is listed in the database.
-

	==Editing an existing address or contact==		==Editing an existing address or contact==

Patrick: /* Previewing an existing address or contact */

2013-07-30T08:25:46Z

Previewing an existing address or contact

← Older revision		Revision as of 08:25, 30 July 2013
Line 118:		Line 118:


-	{{~~Note~~	+	{{Open
	\| Importing information !!!		\| Importing information !!!
	}}		}}

Patrick at 08:24, 30 July 2013

2013-07-30T08:24:30Z

← Older revision		Revision as of 08:24, 30 July 2013
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	The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to add a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.		The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to add a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.

-	In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are ~~seperated~~ into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the ~~informations~~ inputted by the user.	+	In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are separated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the information inputted by the user. Several of the fields are preceded by a red arrow, indicating that the field is mandatory and must be filled in by the user in order to save the new address or contact. If not, the application will show a warning. The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated by Metis Smart Modeling and appears at the top of the window.
-	Several of the fields are preceded by a red arrow, indicating that the field is ~~obligatory~~ and must be filled in by the user.	+
-	The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.	+

-	~~[screenshots of the add address and add contact windows]~~

		+	[[File:MSM_Data_Management_Addresses_Add.png\|center\|600x400px]]

-	~~==Edit==~~

-	~~The '''Edit''' button allows~~ the ~~user to see~~ and ~~modify~~ the ~~properties of the address or contact~~.	+	In the address creation and edition window, the "CMR", "SAP" and "UANp" fiedls represent external identification number for third party CRMs.

-	Selecting an address or contact and clicking on the '''Edit''' button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window.

		+	[[File:MSM-Data-Management-Addresses-Contacts-Add.png\|center\|600x400px]]

-	~~==Delete==~~

-	~~The '''Delete''' button allows~~ the user to ~~delete~~ an ~~exisiting~~ address ~~or contact~~.	+	In the contact creation and edition window, the company field is a drop-down list of all the addresses defined within the application. The user has to select the appropriate one in order to define the new contact. As it is not a mandatory field, a contact can also be created without a link to an address.

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

-	~~[Screen shots of~~ the ~~delete~~ address ~~and delete~~ contact ~~window]~~	+	Once the window validated, the newly defined address or contact is listed in the database.

-	~~The user must confirm the message before the address can be deleted.~~

		+	==Editing an existing address or contact==

-	=~~=Preview==~~	+	The "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to see and modify the properties of the address or contact. Selecting an address or contact and clicking on the button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window.

-	~~The '''Preview''' button allows the user to see the properties of the selected address or contact.~~

-	Selecting an address or contact and clicking on the '''Preview''' button opens a window where all the properties of the address or contact are presented along with the Address ID.	+	[[File:MSM_Data_Management_Addresses_Edit.png\|center\|600x400px]]
		+
		+
		+	Once the window validated, the modified address or contact is updated in the database.
		+
		+
		+	==Deleting an existing address or contact==
		+
		+	The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete an existing address or contact. When deleting an address or contact, the following pop-up window appears:
		+
		+
		+	[[File:MSM_Data_Management_Addresses_Delete.png\|center]]
		+
		+
		+	The action must be confirmed before the address or contact is deleted from the Metis Smart Suite Database.
		+
		+
		+	==Previewing an existing address or contact==
		+
		+	The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see the properties of the selected address or contact. Selecting an address or contact and clicking on the '''Preview''' button opens a window where all the properties of the address or contact are presented along with the Address ID.
		+
		+
		+	[[File:MSM_Data_Management_Addresses_Preview.png\|center\|600x400px]]
		+

	{{Note		{{Note
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	}}		}}

-	~~NOTE -~~ Importing information !!!	+
		+	{{Note
		+	\| Importing information !!!
		+	}}

Patrick at 08:07, 30 July 2013

2013-07-30T08:07:46Z

← Older revision		Revision as of 08:07, 30 July 2013
Line 1:		Line 1:
-	~~Description of~~ the different ~~functionalities and their impact on~~ the ~~other windows/menus~~ of ~~Metis~~.	+	Metis Smart Suite includes a light-weight CRM in order for end-users to address there offers to customers. Of course an offer can be made out to a new customer by entering all its contact information in Metis Smart Quotes, but Metis Smart Suites allows also the administrator to set up the database with existing customers. In the later, this is done for individual addresses in the addresses sub-menu. It is split into two different tabs, for the two different type of addresses which can be entered, '''Addresses''' (for companies) and '''Contacts''' (for contact persons).

-	~~== Adding an Address ==~~

-	~~== Modifying an Address ==~~	+	[[File:MSM_Data_Management_Addresses.png\|center\|600x400px]]

-	== ~~Deleting~~ an Address ==	+
		+	On the '''Addresses''' tab, the user can define an address for a company or companies. Addresses represent the company and are used for several reasons, such as defining billing and installation addresses, shipping details, and so on.
		+
		+	On the '''Contacts''' tab, the user can define a contact person from companies.
		+
		+	The action buttons for both the '''Address''' and '''Contact''' tabs are the same except for a few minor differences and therefore will only be explained once.
		+
		+
		+	==Search==
		+
		+	On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for addresses contain the following search criteria:
		+
		+	* '''ID Company''' : the company ID
		+	* '''Company''' : the company name
		+	* '''Zip Code''' : the zip code of the company city
		+	* '''City''' : the city in which the company is found
		+	* '''Source''' : the source database
		+
		+
		+	For contacts it contain the following additional search criteria:
		+	* '''Contact Last Name''' : the last name of the contact
		+	* '''Contact First Name''' : the first name of the contact
		+	* '''Contact Zip Code''' : the first name of the contact
		+	* '''Contact City''' : the first name of the contact
		+
		+
		+	{{Note
		+	\| When the '''contacts''' tab is selected the company related fields are marked as "company ID" and so on...
		+	}}
		+
		+
		+	Upon entering only a few characters in the corresponding search field, the search can be launched with the results appearing under the tabs in the main working area. Addresses listed in the main work area are shown with several different properties, including:
		+
		+	* '''Company ID''' : the address reference number
		+	* '''Source''' : the source database
		+	* '''Company''' : the company name
		+	* '''Address''' : the company street address along with the house number
		+	* '''Zip Code''' : the zip code of the company's city
		+	* '''City''' : the city in which the company is located
		+
		+
		+	Contacts listed in the main working area are shown with different properties, including:
		+
		+	* '''Company ID''' : the address reference number
		+	* '''Contact ID''' : the contact reference number
		+	* '''Last Name''' : the last name of the contact person
		+	* '''First Name''' : the first name of the contact person
		+	* '''Company''': the company name
		+
		+
		+
		+	[[File:MSM-Data-Management-Addresses-Contacts.png\|center\|600x400px]]
		+
		+
		+
		+
		+	==Creating a new address or contact==
		+
		+
		+	The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to add a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.
		+
		+	In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are seperated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the informations inputted by the user.
		+	Several of the fields are preceded by a red arrow, indicating that the field is obligatory and must be filled in by the user.
		+	The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window.
		+
		+	[screenshots of the add address and add contact windows]
		+
		+
		+	==Edit==
		+
		+	The '''Edit''' button allows the user to see and modify the properties of the address or contact.
		+
		+	Selecting an address or contact and clicking on the '''Edit''' button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window.
		+
		+
		+	==Delete==
		+
		+	The '''Delete''' button allows the user to delete an exisiting address or contact.
		+
		+	When deleting an address or contact, the following pop-up window appears:
		+
		+	[Screen shots of the delete address and delete contact window]
		+
		+	The user must confirm the message before the address can be deleted.
		+
		+
		+	==Preview==
		+
		+	The '''Preview''' button allows the user to see the properties of the selected address or contact.
		+
		+	Selecting an address or contact and clicking on the '''Preview''' button opens a window where all the properties of the address or contact are presented along with the Address ID.
		+
		+	{{Note
		+	\| It is not possible to edit the properties of the address or contact in the '''Preview''' address or contact window. This must be done with the '''Edit''' button.
		+	}}

	NOTE - Importing information !!!		NOTE - Importing information !!!

Patrick at 07:05, 8 October 2012

2012-10-08T07:05:05Z

← Older revision		Revision as of 07:05, 8 October 2012
Line 1:		Line 1:
	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 ==
		+
		+	== Modifying an Address ==
		+
		+	== Deleting an Address ==
		+
		+	NOTE - Importing information !!!

Ibrahim: Creation of the page

2011-02-13T19:46:54Z

Creation of the page

New page

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