Description of the Sub-Menu Addresses
From Metis Documentation
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| - | + | Metis Smart Suite includes a light-weight CRM in order for end-users to address there offers to customers. Of course an offer can be made out to a new customer by entering all its contact information in Metis Smart Quotes, but Metis Smart Suites allows also the administrator to set up the database with existing customers. In the later, this is done for individual addresses in the addresses sub-menu. It is split into two different tabs, for the two different type of addresses which can be entered, '''Addresses''' (for companies) and '''Contacts''' (for contact persons). | |
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| - | + | [[File:MSM_Data_Management_Addresses.png|center|600x400px]] | |
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| + | On the '''Addresses''' tab, the user can define an address for a company or companies. Addresses represent the company and are used for several reasons, such as defining billing and installation addresses, shipping details, and so on. | ||
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| + | On the '''Contacts''' tab, the user can define a contact person from companies. | ||
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| + | The action buttons for both the '''Address''' and '''Contact''' tabs are the same except for a few minor differences and therefore will only be explained once. | ||
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| + | ==Search== | ||
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| + | On the left-hand side of the window, a '''Search''' feature is found. The '''Search''' feature for addresses contain the following search criteria: | ||
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| + | * '''ID Company''' : the company ID | ||
| + | * '''Company''' : the company name | ||
| + | * '''Zip Code''' : the zip code of the company city | ||
| + | * '''City''' : the city in which the company is found | ||
| + | * '''Source''' : the source database | ||
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| + | For contacts it contain the following additional search criteria: | ||
| + | * '''Contact Last Name''' : the last name of the contact | ||
| + | * '''Contact First Name''' : the first name of the contact | ||
| + | * '''Contact Zip Code''' : the first name of the contact | ||
| + | * '''Contact City''' : the first name of the contact | ||
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| + | {{Note | ||
| + | | When the '''contacts''' tab is selected the company related fields are marked as "company ID" and so on... | ||
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| + | Upon entering only a few characters in the corresponding search field, the search can be launched with the results appearing under the tabs in the main working area. Addresses listed in the main work area are shown with several different properties, including: | ||
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| + | * '''Company ID''' : the address reference number | ||
| + | * '''Source''' : the source database | ||
| + | * '''Company''' : the company name | ||
| + | * '''Address''' : the company street address along with the house number | ||
| + | * '''Zip Code''' : the zip code of the company's city | ||
| + | * '''City''' : the city in which the company is located | ||
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| + | Contacts listed in the main working area are shown with different properties, including: | ||
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| + | * '''Company ID''' : the address reference number | ||
| + | * '''Contact ID''' : the contact reference number | ||
| + | * '''Last Name''' : the last name of the contact person | ||
| + | * '''First Name''' : the first name of the contact person | ||
| + | * '''Company''': the company name | ||
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| + | [[File:MSM-Data-Management-Addresses-Contacts.png|center|600x400px]] | ||
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| + | ==Creating a new address or contact== | ||
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| + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to add a new address or contact. When the '''Add''' button is clicked, the '''Address''' or '''Contact''' window opens, based on the selected tab. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window. | ||
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| + | In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are seperated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the informations inputted by the user. | ||
| + | Several of the fields are preceded by a red arrow, indicating that the field is obligatory and must be filled in by the user. | ||
| + | The address and contact property titles differ quite significantly, and can be seen in the pictures below. When creating a new address or contact, an address ID is automatically generated and appears at the top of the window. | ||
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| + | [screenshots of the add address and add contact windows] | ||
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| + | ==Edit== | ||
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| + | The '''Edit''' button allows the user to see and modify the properties of the address or contact. | ||
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| + | Selecting an address or contact and clicking on the '''Edit''' button opens the '''Address''' or '''Contact''' window. All of the fields that were available when creating a new address or contact are still available and can be modified in this '''Edit''' window. | ||
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| + | ==Delete== | ||
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| + | The '''Delete''' button allows the user to delete an exisiting address or contact. | ||
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| + | When deleting an address or contact, the following pop-up window appears: | ||
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| + | [Screen shots of the delete address and delete contact window] | ||
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| + | The user must confirm the message before the address can be deleted. | ||
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| + | ==Preview== | ||
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| + | The '''Preview''' button allows the user to see the properties of the selected address or contact. | ||
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| + | Selecting an address or contact and clicking on the '''Preview''' button opens a window where all the properties of the address or contact are presented along with the Address ID. | ||
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| + | {{Note | ||
| + | | It is not possible to edit the properties of the address or contact in the '''Preview''' address or contact window. This must be done with the '''Edit''' button. | ||
| + | }} | ||
NOTE - Importing information !!! | NOTE - Importing information !!! | ||