Description of the Sub-Menu Addresses
From Metis Documentation
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| - | + | 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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| + | [[File:MSM_Data_Management_Addresses.png|center|600x400px]] | ||
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| + | 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. | ||
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| + | On the '''Contacts''' tab, the user can define a contact person from companies. | ||
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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. | ||
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| + | {{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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| + | ==Search== | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for addresses contain the following search criteria: | ||
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| + | * '''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 | ||
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| + | 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 | ||
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| + | {{Note | ||
| + | | When the '''contacts''' tab is selected the company related fields are marked as "company ID" and so on... | ||
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| + | 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: | ||
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| + | * '''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 | ||
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| + | Contacts listed in the main working area are shown with different properties, including: | ||
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| + | * '''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 | ||
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| + | [[File:MSM-Data-Management-Addresses-Contacts.png|center|600x400px]] | ||
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| + | {{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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| + | ==Creating a new address or contact== | ||
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| + | 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. | ||
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| + | 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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| + | [[File:MSM_Data_Management_Addresses_Add.png|center|600x400px]] | ||
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| + | 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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| + | [[File:MSM-Data-Management-Addresses-Contacts-Add.png|center|600x400px]] | ||
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| + | 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. | ||
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| + | 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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| + | {{Note | ||
| + | | By default all addresses created through this procedure will be flagged as having as source METIS. | ||
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| + | {{Tip | ||
| + | | A specific Address can have an unlimited number of contacts linked to it. | ||
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| + | ==Editing an existing address or contact== | ||
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| + | 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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| + | [[File:MSM_Data_Management_Addresses_Edit.png|center|600x400px]] | ||
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| + | 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. | ||
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| + | ==Deleting an existing address or contact== | ||
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| + | 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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| + | [[File:MSM_Data_Management_Addresses_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected address or contact is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | ==Previewing an existing address or contact== | ||
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| + | 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. | ||
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| + | [[File:MSM_Data_Management_Addresses_Preview.png|center|600x400px]] | ||
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| + | 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. | ||
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| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
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| + | {{Note | ||
| + | | Addresses and Contacts can be imported into Metis Smart Suite using the [[Metis_Smart_Modeling_-_Data|import]] functionality. | ||
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