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 (if the [[News | News menu]] is disabled or if all the current news have been read by the Smart Quotes user). |
It allows the Smart Quotes user to quickly find and open a project or an offer saved on a local or central database. | It allows the Smart Quotes user to quickly find and open a project or an offer saved on a local or central database. | ||
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* [[#Project | Project]] | * [[#Project | Project]] | ||
* [[#Offer | Offer]] | * [[#Offer | Offer]] | ||
| - | * [[# | + | * [[#Customer | Customer]] |
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== Project == | == Project == | ||
| - | The Project tab allows the Smart Quotes user to search for projects, as shown in the following example: | + | The ''Project'' tab allows the Smart Quotes user to search for projects, as shown in the following example: |
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| - | + | By default, the ''Last Read'' radio button is selected. Therefore, the last projects opened by the Smart Quotes user are displayed in the main table. | |
| - | * Start Date: to define the beginning of the search timeframe. The default start date | + | |
| + | {{Note | ||
| + | | The maximum number of projects visible in this window depends upon a setting of the administrator. | ||
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| + | By clicking on the ''Search'' radio button, the search criteria become available. The search criteria correspond to the properties of the project. The search fields are as it follows: | ||
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| + | * Start Date: to define the beginning of the search timeframe. The default start date 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. | ||
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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. | * 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. | * 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: the reference of the project automatically generated by Smart Quotes or manually entered by the Smart Quotes user (this depends upon 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 third reference also manually entered by the Smart Quotes User. This field is usually linked to external CRM | + | * Opportunity ID: a third reference also manually entered by the Smart Quotes User. This field is usually linked to an external CRM tool to which Metis Smart Quotes may interact with. |
| - | Special characters (e.g. " | + | Special characters (e.g. "‰", "È", "*", "/", etc.) can be typed into the search field. |
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. | 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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| - | Upon clicking on the | + | {{Note |
| + | | Additional search fields known as "customized" fields may appear. The presence of these fields depends upon the version administrator. | ||
| + | }} | ||
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| + | Upon clicking on the ''Search'' button, the table on the right is populated with the projects matching with the search criteria. For each project, the following properties are displayed in the table: | ||
* The Opportunity ID | * The Opportunity ID | ||
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{{Note | {{Note | ||
| - | | In the online mode, the projects made in some other versions can appear (this depends on the administrator settings). | + | | In the online mode, the projects made in some other versions can appear (this depends upon on the administrator settings). |
}} | }} | ||
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== Offer == | == Offer == | ||
| - | The Offer tab works in the same way as the [[#Project | Project tab]] described above. It allows the Smart Quotes user to search for offers, as shown in the following example: | + | The ''Offer'' tab works in the same way as the [[#Project | ''Project'' tab]] described above. It allows the Smart Quotes user to search for offers, as shown in the following example: |
[[File:MetisSmartQuotesMenuOpenOfferTab.png|center|850x700px]] | [[File:MetisSmartQuotesMenuOpenOfferTab.png|center|850x700px]] | ||
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| + | [[File:MetisSmartQuotesMenuOpenOfferTab_SearchSystem.png|center|850x700px]] | ||
The search criteria are as it follows: | The search criteria are as it follows: | ||
| - | * Start Date: to define the beginning of the search timeframe. The default start date | + | * Start Date: to define the beginning of the search timeframe. The default start date 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: 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. | * 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. | ||
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| + | Then, two tabs can be selected: ''Offer'' and ''System''. | ||
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| + | When the Offer tab is selected, the following criteria can be defined: | ||
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* Description: the name given to the offer | * Description: the name given to the offer | ||
| - | * | + | * Reference: 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 | ||
| - | * | + | * Address: a company that may have been defined at the offer level. |
| + | * Contact: a contact person that may have been defined at the offer level | ||
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| - | + | When clicking in the ''Address'' field mentionned above, a ''Search Address'' window opens as shown in the following example: | |
| - | + | [[File:MetisSmartQuotesMenuOpenOfferTab_SearchAddress.png|center|632x477px]] | |
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| + | The Smart Quotes user can then select a company using the following criteria: | ||
| + | * Company ID: the identifier of the company | ||
| + | * Company: the name of the company | ||
| + | * Zip Code: the zip code of the company | ||
| + | * City: the location of the company | ||
| + | * Source: the originator (or the creator) of the company | ||
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| + | When clicking in the ''Contact'' field mentionned above, a ''Search Contact'' window opens as shown in the following example: | ||
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| - | + | [[File:MetisSmartQuotesSearchContact.PNG|center|632x477px]] | |
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| + | The Smart Quotes user can then select a contact person using the same criteria than the ''Search Address'' window, and with the following additional criteria: | ||
| + | * Contact Last Name: the surname of the contact person | ||
| + | * Contact First Name: the first name of the contact person | ||
| + | * Contact Zip Code: the zip code of the contact person | ||
| + | * Contact City: the location of the contact person | ||
{{Note | {{Note | ||
| - | | | + | | Refer to the description of the [[Description of the Menu Addresses | Addresses]] menu for a details about the search criteria of the Address and Contact tabs. |
}} | }} | ||
| - | + | When the ''System'' tab is selected, a drop-down list is displayed. The drop-down list contains the list of authorized systems and sub-systems. The Smart Quotes user can then select an entry from the list to display only the offers that contain a specific system. | |
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| - | + | The offers matching with the search criteria are displayed in the main table. For each offer, the following properties are displayed in the table: | |
| + | * the offer number automatically generated by Smart Quotes | ||
| + | * the offer name (in the ''Description'' column) | ||
| + | * the offer reference entered by the Smart Quotes user | ||
| + | * the offer creation date | ||
| + | * the offer total amount | ||
| + | * the offer currency | ||
| + | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||
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| - | Double-clicking on an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | + | == Customer == |
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| + | The ''Customer'' tab works in the same way as the [[#Project | ''Project'' tab]] described above. It allows the Smart Quotes user to search for projects or offers containing a specfic address or contact person, as shown in the following example: | ||
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| + | [[File:MetisSmartQuotesMenuOpenCustomerTab.png|center|850x700px]] | ||
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| + | A radio button allows the Smart Quotes user to search for a specific address or contact person defined either at the project level or at the offer level. | ||
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| + | The Smart Quotes user can then perform the search using the following criteria: | ||
| + | * Company ID: the identifier of the company | ||
| + | * Company: the name of the company | ||
| + | * Zip Code: the zip code of the company | ||
| + | * City: the location of the company | ||
| + | * Contact: the surname or the first name of the contact person | ||
| + | * Role: the address role of the company or of the contact person | ||
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| + | The projects / offers matching with the search criteria are displayed in the main table. For each project / offer, the following properties are displayed in the table: | ||
| + | * the project or offer name | ||
| + | * the name of the company | ||
| + | * the zip code of the company | ||
| + | * the location (i.e. city) of the company | ||
| + | * the creation date of the project or the offer | ||
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| + | Double-clicking on a project or an offer opens it and the Smart Quotes user is redirected to the [[Description of the Menu Project | Project menu]]. | ||
{{Note | {{Note | ||
| - | | | + | | Clicking on the ''Search'' button without entering any search criterion launches the search anyway. In this case, in the main table are diplayed all the projects or offers containing a company at the project or at the offer level respectively. |
}} | }} | ||