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 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. |
The Open menu consists of the following tabs: | The Open menu consists of the following tabs: | ||
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| - | [[File:MetisSmartQuotesMenuOpenProjectTab.PNG|center| | + | [[File:MetisSmartQuotesMenuOpenProjectTab.PNG|center|850x700px]] |
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Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. | Upon clicking on the '''Search''' button, the table on the right is populated with the projects matching the search criteria. | ||
| - | 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 includes a search functionality which becomes available by clicking on the magnifying glass icon located on the right of the column title. |
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| + | Also, projects can be sorted by date by clicking on the up and down arrows located on the left of the ''Date'' column title. | ||
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 | ||
| - | | By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the Open Project menu. | + | | By default, the table with the search results is empty. Also, the table is emptied when the Smart Quotes user leaves the ''Open Project'' menu. |
}} | }} | ||
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| - | [[File: | + | [[File:MetisSmartQuotesMenuOpenOfferTab.png|center|850x700px]] |
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* Object: further information that may have been entered by the Smart Quotes user to better describe the offer | * Object: further 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 | + | * Manual Offer Number: the reference of the offer that may have been manually entered by the Smart Quotes user |
* System: a filter to display only the offers that contain a specific system | * System: a filter to display only the offers that contain a specific system | ||
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The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table: | The offers matching the search criteria are displayed in the table. For each offer, the following properties are displayed in the table: | ||
* the offer number automatically generated by Smart Quotes | * the offer number automatically generated by Smart Quotes | ||
| - | * the offer name (in the | + | * the offer name (in the ''Description'' column) |
| - | * the offer | + | * the object of the offer (in the ''Reference'' column) |
* the offer creation date | * the offer creation date | ||
* the offer total amount | * the offer total amount | ||
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| - | [[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG|center| | + | [[File:MetisSmartQuotesMenuOpenLastOpenedProjectsTab.PNG|center|850x700px]] |