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Description of the Metis Smart Quotes Button - Metis Documentation

Description of the Metis Smart Quotes Button

From Metis Documentation

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The '''Metis Smart Quotes''' button enables the user report by e-mail any problems that they might face with the application. It also allows the Smart Quotes user to see general information regarding the application.
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The ''Metis Smart Quotes'' button enables the user report by e-mail any problems that they might face with the application. It also allows the Smart Quotes user to see general information regarding the application or their version.
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Clicking on the '''Metis Smart Quotes''' button displays two menu options:
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Clicking on the ''Metis Smart Quotes'' button displays two menu options:
* [[#Send to support |Send to support]]
* [[#Send to support |Send to support]]
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== Send to support ==
== Send to support ==
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The '''Send to Support''' button can be used when the user is confronted with an error or problem and is in need of assistance from the support team.  
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The ''Send to Support'' button can be used when the user needs assistance from the support team when they face an issue or an unexpected behaviour with Metis Smart Quotes.  
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Clicking on the '''Send to support''' button opens an e-mail window, as shown in the following example:
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Clicking on the ''Send to support'' button opens an e-mail window, as shown in the following example:
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The contents of this window varies depending upon the fact that an offer is opened or not and the menu in which the Smart Quotes user is when clicking on the '''Send to support" button.
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The contents of this window varies depending upon the fact that an offer is opened or not and the menu in which the Smart Quotes user is when clicking on the ''Send to support'' button.
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If an offer is opened and if the Smart Quotes user is in the [[Description of the Menu Price | Price menu]], then the following pieces of information appears or is generated by default in the e-mail window:
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If an offer is opened and if the Smart Quotes user is in the [[Description of the Menu Price | Price menu]], then the following pieces of information appears or is generated by default as e-mail attachments:
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* The ''To'' field is filled in with the e-mail address defined by the administrator
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* The ''To'' field is filled in with the default e-mail address defined by the administrator
* The ''Subject'' field is filled in with the offer number and the offer name
* The ''Subject'' field is filled in with the offer number and the offer name
* 3 files are generated and attached to the e-mail:
* 3 files are generated and attached to the e-mail:
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If an offer is opened but the Smart Quotes user is not in the [[Description of the Menu Price | Price menu]], when clicking on the '''Send to support''' button, the behaviour is similar except that the offer debug file is not generated.
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If an offer is opened but the Smart Quotes user is not in the [[Description of the Menu Price | Price menu]], when clicking on the ''Send to support'' button, the behaviour is similar except that the offer debug file is not generated.
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Finally, if no offer is opened when clicking on the '''Send to support''' button, the ''Subject'' field is filled in with the text "Request for help / Metis Smart Quotes" and only the ''VersionInfo.xls'' file is generated and attached to the e-mail.
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Finally, if no offer is opened when clicking on the ''Send to support'' button, the ''Subject'' field is filled in with the text "Request for help / Metis Smart Quotes" and only the ''VersionInfo.xls'' file is generated and attached to the e-mail.
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== About Metis ==
== About Metis ==
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Clicking on the '''About Metis''' menu option opens a window where information regarding Metis Smart Quotes is displayed, as shown in the following examples:
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Clicking on the ''About Metis'' menu option opens a window where information regarding Metis Smart Quotes is displayed, as shown in the following examples:
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Information presented in the first part of the window consist of a link to Xpert Technologies' web site, a contact detail as well as the software license agreement.
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Information presented in the first part of the window consist of a link to Xpert Technologies' web site, a contact e-mail as well as the software license agreement.
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* Login: Information regarding the version in use and the user currently logged in are displayed here, as well as additional information regarding the databases being used.
* Login: Information regarding the version in use and the user currently logged in are displayed here, as well as additional information regarding the databases being used.
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* Release: The path to the Metis Smart Quotes installation folder is shown, as well as other general information regarding the components associated with the release.
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* Release: The path to the Metis Smart Quotes installation folder is shown, as well as other general information such as the components associated with the release or the structure of the databases.
* Content: The attributes, hierarchies, price categories, systems and variants that the current Smart Quotes user is authorized to use can be found in this tab. This content can also be found in the ''VersionInfo.xls'' file generated when clicking on the [[#Send to support | Send to support button]].
* Content: The attributes, hierarchies, price categories, systems and variants that the current Smart Quotes user is authorized to use can be found in this tab. This content can also be found in the ''VersionInfo.xls'' file generated when clicking on the [[#Send to support | Send to support button]].

Latest revision as of 08:30, 10 March 2014

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