Description of the Sub-Menu Address Sources
From Metis Documentation
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| - | + | Address sources are used to distinguish which database newly created or imported addresses and contacts belong to. In case of addresses and contacts created in Metis, the default address source is ''Metis''. | |
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The current address sources are listed under designation in the table below. Using the action buttons, the user can add, delete and edit address sources. | The current address sources are listed under designation in the table below. Using the action buttons, the user can add, delete and edit address sources. | ||
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| + | [[File:MSM-Data-Management-Address-Sources.png|center|600x400px]] | ||
| + | Address sources with a lock icon in front of them may not be edited however. The lock signifies that they were created in a different version and can only be edited by logging into that specific version. | ||
| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the window, a '''Search''' feature is found. Upon entering only a few characters, the '''Search''' can be launched with the results being displayed just below. Selecting one will also highlight it in the main list on the right. |
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| + | {{Note | ||
| + | | Address Sources can be used when importing Addresses and Contacts from external list (for example MS Excel). | ||
| + | }} | ||
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== Adding an Address Source == | == Adding an Address Source == | ||
| - | [ | + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to create a new address source. When the it is clicked, the '''Address Source''' window opens. In the field '''Address Source Designation''', the user enters the name of the new address source. |
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| + | [[File:MSM_Data_Management_Address_Sources_Add.png|center]] | ||
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| + | Once the name given, validating the window will create the new Address Source in the Metis Smart Suite Database. | ||
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== Modifying an Address Source == | == Modifying an Address Source == | ||
| - | [ | + | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the name of the address source. Selecting an address source and clicking on it button opens the '''Address Source''' window where the name of the address source may be modified. |
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| + | [[File:MSM-Data-Management-Address-Sources-Edit.png|center]] | ||
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| + | Once validated all chances will be saved in the Metis Smart Suite Database. | ||
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| + | {{Note | ||
| + | | Address Sources with a lock icon before them cannot be modified. A waring message will be displayed when trying. | ||
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| + | [[File:MSM_Data_Management_Address_Sources_Edit.png|center]] | ||
| + | }} | ||
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== Deleting an Address Source== | == Deleting an Address Source== | ||
| - | The | + | The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] allows the user to delete an exisiting address source. Multiple address sources may be selected and deleted together. When deleting an address source, the following pop-up window appears: |
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| - | + | [[File:MSM-Data-Management-Address-Sources-Delete.png|center]] | |
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| - | The Smart Quotes user must confirm the message before the address source | + | The Smart Quotes user must confirm the message before the address source is deleted. |