Description of the Sub-Menu Address Roles
From Metis Documentation
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| - | + | In this sub-menu, the user defines address roles to be used in Metis Smart Quotes in conjunction with projects, offers, and systems. The sub-menu consists of a search function on the left side and a table containing all address roles along with their codes and the checkboxes for project, offer, and system which are currently ticked or not ticked. | |
| + | Address roles with a lock icon before them are from a parent version and can only have their description modified. | ||
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| + | The address roles themselves are a means of identifying the different destinations a company or contact may have, such as a shipping address, a billing address, or an installation address. | ||
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| + | In Smart Quotes, address roles may be found on the '''Addresses''' tab when adding addresses and contacts to projects, offers and systems. Once the '''Add''' button has been clicked, the '''Addresses and Contacts Role selections''' window opens. | ||
| + | Once an address or contact has been found using the search function, checkboxes become available for each of the address roles. When a checkbox is ticked for a certain address role, the address role is then associated with the address or contact. | ||
| + | Numerous address roles may be selected if desired. Once finished selecting address roles, the user clicks on the confirm button to save the changes. | ||
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| + | [screenshot of the address role sub-menu, screenshots of address roles in smart quotes; adding them, ticking checkboxes, etc.] | ||
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| + | ==Search== | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. | ||
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| + | Upon entering only a few characters, the '''Search''' can be launched with the results appearing just below. | ||
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== Adding an Address Role == | == Adding an Address Role == | ||
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| + | The '''Add''' button allows the user to create a new address role. When the '''Add''' button is clicked, the '''Address Role''' window opens. | ||
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| + | The window contains the following fields: | ||
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| + | *Code: an additional reference to the address role that the user can provide. The user is limited to 10 characters. | ||
| + | *Description: The address role can be named for each of the available languages. The user is limited to 50 characters. | ||
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| + | Three checkboxes are also found on the top right of the window: | ||
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| + | *Project | ||
| + | *Offer | ||
| + | *System | ||
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| + | The user should tick the applicable checkbox(es) depending on what items they would like the address role to be associated with. | ||
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== Modifying an Address Role == | == Modifying an Address Role == | ||
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| + | The '''Edit''' button allows the user to see and modify the properties of the address roles. | ||
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| + | Selecting an address role and clicking on the '''Edit''' button opens the '''Address Role''' window. All of the fields that were available when creating a new address role are still available and can be modified in this '''Edit''' window. | ||
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| + | {{Note | ||
| + | | Address roles with a lock icon before them can only have their description edited. | ||
| + | }} | ||
== Deleting an Address Role == | == Deleting an Address Role == | ||
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| + | The '''Delete''' button allows the user to delete an exisiting address role. | ||
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| + | When deleting an address role, the following pop-up window appears: | ||
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| + | [Screen shots of the delete address role window] | ||
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| + | The user must confirm the message before the address role can be deleted. | ||
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| + | {{Note | ||
| + | | Address roles with a lock icon before them can only be deleted by the administrator of the version they were created in. | ||
| + | }} | ||
== Sorting through Address Roles == | == Sorting through Address Roles == | ||
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| + | == Previewing an Address Role == | ||
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| + | The '''Preview''' button allows the user to see the properties of the selected address role. | ||
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| + | Selecting an address role and clicking on the '''Preview''' button opens the '''Address Role''' window. The name of the address role is presented in the description field for each of the available languages as well as the external code and checkboxes. | ||
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| + | {{Note | ||
| + | | It is not possible to edit the properties of the address role in the '''Preview''' address role window. This must be done with the '''Edit''' button. | ||
| + | }} | ||