Description of the Sub-Menu Address Roles
From Metis Documentation
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| - | In | + | In order to use the defined Addresses and contacts created in the previous in Metis Smart Quotes, the administrator can define address roles to be used in conjunction with projects, offers, and systems. The '''Address Roles''' sub-menu consists of a search function on the left side and a table containing all address roles along with their codes and checkboxes to define the links with project, offer, and system which are currently ticked or not ticked. |
| - | Address roles with a lock icon | + | Address roles with a lock icon in front of them are from a parent version and can only have their description modified. |
| - | The address roles themselves are a means of identifying the different | + | The address roles themselves are a means of identifying the different activity a company or contact may have in a project, offer or system; such as a shipping address, a billing address, or an installation address. |
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| + | [[File:MSM-Data-Management-Address-Roles.png|center|600x400px]]MSM-Data-Management-Address-Roles.png | ||
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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. Multiple address roles may be selected if desired. Once finished selecting address roles, the user clicks on the confirm button to save the changes. | ||