Description of the Sub-Menu Address Sources
From Metis Documentation
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| - | + | 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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| + | 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. | ||
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| + | [[File:MSM-Data-Management-Address-Sources.png|center|600x400px]] | ||
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| + | 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. | ||
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| + | 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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| + | {{Note | ||
| + | | Address Sources can be used when importing Addresses and Contacts from external list (for example MS Excel). | ||
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== Adding an Address Source == | == Adding an Address Source == | ||
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| + | 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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| + | [[File:MSM_Data_Management_Address_Sources_Add.png|center]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| + | 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 == | ||
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| + | 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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| + | [[File:MSM-Data-Management-Address-Sources-Edit.png|center]] | ||
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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 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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| + | {{Note | ||
| + | | Address Sources with a lock icon before them cannot be modified. A waring message will be displayed when trying. | ||
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| + | [[File:MSM_Data_Management_Address_Sources_Edit.png|center]] | ||
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| + | }} | ||
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== Deleting an Address Source== | == Deleting an Address Source== | ||
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| + | 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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| + | [[File:MSM-Data-Management-Address-Sources-Delete.png|center]] | ||
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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. | ||