Description of the Menu Open
From Metis Documentation
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The Open menu is the menu displayed by default when the application starts. | The Open menu is the menu displayed by default when the application starts. | ||
| - | It allows the Smart Quotes user to quickly find and open a project or an offer. | + | It allows the Smart Quotes user to quickly find and open a project or an offer saved on a local or central database. |
The Open menu consists of the following tabs: | The Open menu consists of the following tabs: | ||
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| - | The left-hand part displays the search criteria. The search criteria correspond to the properties of the project | + | The left-hand part displays the search criteria. The search criteria correspond to the properties of the project. The search fields are as it follows: |
| - | * Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date. | + | * Start Date: to define the beginning of the search timeframe. The default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date. |
| - | * End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. | + | |
| - | * Description: the name | + | |
| - | * Reference: the reference of the project automatically generated by Smart Quotes | + | {{Note |
| + | | Clicking on the calendar icon opens an interactive calendar. The Smart Quotes user can then select the desired date. | ||
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| + | * End Date: to define the end of the search timeframe. Together with the ''Start Date'', it defines the timeframe in which the sought project has been created. The default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. | ||
| + | * Description: the name given to the project. | ||
| + | * Reference: the reference of the project automatically generated by Smart Quotes or manually entered by the Smart Quotes user (this depends on a setting of the administrator) | ||
* Reference 1: a reference manually entered by the Smart Quotes User | * Reference 1: a reference manually entered by the Smart Quotes User | ||
| - | * Opportunity ID: a | + | * Opportunity ID: a third reference also manually entered by the Smart Quotes User. This field is usually linked to external CRM tools to which Metis Smart Quotes could interact with. |
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| + | Special characters (e.g. "ä", "é", "*", "/", etc.) can be typed into the search field. | ||
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| + | It is not necessary to type in the full name or references of a project to see it the result table. For example, when searching for a project named "Example", the Smart Quotes user can type in the letters "am" in the ''Description'' field. Metis Smart Quotes looks for the projects including the letters "am" in their name and displays the project named "Example". However, adding a character before or after the letters "am" (e.g "*am", "am*", "*am*") causes the project named "Example" not being found because Metis Smart Quotes explicitly searches for projects that contains the chain of characters in their name. | ||
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| + | {{Note | ||
| + | | The search fields are not case-sensitive. | ||
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| + | {{Note | ||
| + | | If the search fields are left empty, all the projects created within the specified search timeframe are displayed. | ||
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| + | Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. For each project, the following properties are displayed in the table: | ||
| + | * The Opportunity ID | ||
| + | * The name of the project (in the ''Description'' column) | ||
| + | * The references of the project (in the ''Reference'' & ''Reference 1'' columns) | ||
| + | * The project creation date | ||
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| - | Each column includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. | + | Each column (except the ''Date'' column) includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. |
| - | Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title. | + | Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title. They can be sorted either from the oldest to the newest or from the newest to the oldest. |
Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||
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{{Note | {{Note | ||
| - | | In the online mode, all the projects made by the other users of the same version are displayed. | + | | In the online mode, all the projects made by the other users of the same version are displayed in the search result. |
}} | }} | ||
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The search criteria are as it follows: | The search criteria are as it follows: | ||
| - | * Start Date: the default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date. | + | * Start Date: to define the beginning of the search timeframe. The default start date is 01.01.2000. It can be defined by the Smart Quotes user in the [[Description of the Menu Setup | Setup menu]] or manually using the calendar icon or by typing in the desired date. |
| - | * End Date: the default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. | + | * End Date: to define the end of the search timeframe. Together with the ''Start Date'', it defines the timeframe in which the sought offer has been created. The default end date is the current date. It can be manually defined using the calendar icon or by typing in the desired date. |
| - | * Description: the name | + | * Description: the name given to the offer |
| - | * Object: | + | * Object: additional information that may have been entered by the Smart Quotes user to better describe the offer |
* Offer Number: the reference of the offer automatically generated by Smart Quotes | * Offer Number: the reference of the offer automatically generated by Smart Quotes | ||
* Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user | * Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user | ||
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[[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG|center|850x700px]] | [[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG|center|850x700px]] | ||
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| + | The table in this tab contains the same columns as the table in the [[#Project | Project tab]]. | ||
Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | Double-clicking on a project opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||
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== Last Opened Offers == | == Last Opened Offers == | ||
| - | The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user. | + | The Last Opened Offers tab shows the last offers that were opened by the Smart Quotes user, as shown in the following example: |
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| + | [[File:MetisSmartQuotesLastOpenedOffersTab.PNG|center|850x700px]] | ||
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| + | The table in this tab contains the same columns as the table in the [[#Offer | Offer tab]]. | ||
Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||