How To Use Metis Smart Modeling
From Metis Documentation
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| How to add a country, state and city? | | How to add a country, state and city? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/58/VID_CreatingCityState.PNG'>File:Creating_State_City_OK.mp4</mediaplayer> |
| - | | The list of country, state and city can be imported or manually created. They displayed in a drop-down list when creating a company or a contact person (for example). | + | | The list of country, state and city can be imported or manually created. They are displayed in a drop-down list when creating a company or a contact person (for example). |
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| How to create an address role? | | How to create an address role? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/6/67/VID_Defining_an_adress_role.png'>File:Defining_address_roles_OK.mp4</mediaplayer> |
| In Smart Quotes, a company or a contact person must be mapped with an address role. An address role can be defined at the project, offer and system level. An address role can be, for example, a delivery address. | | In Smart Quotes, a company or a contact person must be mapped with an address role. An address role can be defined at the project, offer and system level. An address role can be, for example, a delivery address. | ||
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| How to create and manage a list? | | How to create and manage a list? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_CreatingList.PNG'>File:Creating_a_List_OK.mp4</mediaplayer> |
| The list is to be used in Smart Quotes. The administrator can create a list with pre-defined entries that the Smart Quotes user can choose from. | | The list is to be used in Smart Quotes. The administrator can create a list with pre-defined entries that the Smart Quotes user can choose from. | ||
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| How to a create and manage the notes? | | How to a create and manage the notes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/36/VID_Defining_managing_notes.png'>File:Defining_and_managing_the_notes_OK.mp4</mediaplayer> |
| The note is to be used in Smart Quotes. The administrator can create a note at the offer or the system/sub-system level. The Smart Quotes user can then type in a text or personal notes that can be printed out in the documents. | | The note is to be used in Smart Quotes. The administrator can create a note at the offer or the system/sub-system level. The Smart Quotes user can then type in a text or personal notes that can be printed out in the documents. | ||
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| How to add a clipart? | | How to add a clipart? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/56/VID_Adding_Cliparts.png'>File:Adding_a_clipart_OK.mp4</mediaplayer> |
| - | | In several places of Metis, icons or pictures can be used to make the tool more user friendly. These icons or pictures must be uploaded. | + | | In several places of Metis, icons or pictures can be used to make the tool more user friendly and ease the task of the users. These icons or pictures must be uploaded beforehand. |
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| How to enable the connection to other databases? | | How to enable the connection to other databases? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Enable_connection_to_other_databases_OK.mp4</mediaplayer> |
| After the login, Metis users can connect to and work with other authorized databases. | | After the login, Metis users can connect to and work with other authorized databases. | ||
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| How to add a customized field at the project level? | | How to add a customized field at the project level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/4b/VID_AddingFieldProjectLevel.PNG'>File:Adding_a_Field_at_the_Project_Level_OK.mp4</mediaplayer> |
| - | | It is possible | + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the project properties. |
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| How to add a customized field at the offer level? | | How to add a customized field at the offer level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/7c/VID_AddingFieldOfferLevel.PNG'>File:Adding_a_Field_at_the_Offer_Level_OK.mp4</mediaplayer> |
| - | | It is possible to customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the offer properties. | + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the offer properties. |
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| Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | ||
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== Profiles == | == Profiles == | ||