Description of the Sub-Menu Addresses
From Metis Documentation
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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. | 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. | ||
| - | In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are | + | In both the '''Address''' and '''Contact''' windows, the properties of the new address or contact are separated into two columns. On the left under the Designation column appear the titles of properties. On the right under the Data column appear the information inputted by the user. Several of the fields are preceded by a red arrow, indicating that the field is mandatory and must be filled in by the user in order to save the new address or contact. If not, the application will show a warning. 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 by Metis Smart Modeling and appears at the top of the window. |
| - | Several of the fields are preceded by a red arrow, indicating that the field is | + | |
| - | 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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| + | [[File:MSM_Data_Management_Addresses_Add.png|center|600x400px]] | ||
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| - | + | In the address creation and edition window, the "CMR", "SAP" and "UANp" fiedls represent external identification number for third party CRMs. | |
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| + | [[File:MSM-Data-Management-Addresses-Contacts-Add.png|center|600x400px]] | ||
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| - | + | In the contact creation and edition window, the company field is a drop-down list of all the addresses defined within the application. The user has to select the appropriate one in order to define the new contact. As it is not a mandatory field, a contact can also be created without a link to an address. | |
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| - | + | Once the window validated, the newly defined address or contact is listed in the database. | |
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| + | ==Editing an existing address or contact== | ||
| - | = | + | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of the address or contact. Selecting an address or contact and clicking on the 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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| - | 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. | + | [[File:MSM_Data_Management_Addresses_Edit.png|center|600x400px]] |
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| + | Once the window validated, the modified address or contact is updated in the database. | ||
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| + | ==Deleting an existing address or contact== | ||
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| + | The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] allows the user to delete an existing address or contact. When deleting an address or contact, the following pop-up window appears: | ||
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| + | [[File:MSM_Data_Management_Addresses_Delete.png|center]] | ||
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| + | The action must be confirmed before the address or contact is deleted from the Metis Smart Suite Database. | ||
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| + | ==Previewing an existing address or contact== | ||
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| + | The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] allows the user to see the properties of the selected address or contact. 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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| + | [[File:MSM_Data_Management_Addresses_Preview.png|center|600x400px]] | ||
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{{Note | {{Note | ||
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| + | {{Note | ||
| + | | Importing information !!! | ||
| + | }} | ||