Matrix Group Details
Purpose
Used to group together matrices with a common purpose or calculation.
Access
- Control | Edit/View Matrix Groups
- [F2] Lookup on Matrix Group Field
Dialog Details
Related Articles
Matrix Details
Purpose Allow the creation of break level matrices upon which calculations may be undertaken based on the calculation options set on the Account Quote Variable Field Details Calc Method. Access Control | Edit/View Matrix File [F2] Lookup on Matrix ...Matrix Group Browse
Purpose To provide a list of Matrix Groups that have been established Access Control | Edit/View Matrix Groups [F2] Lookup on Matrix Group Field Search CriteriaMatrix Browse
Purpose To provide a list of matrix files that have been established Access Control | Edit/View Matrix File [F2] Lookup on Matrix Field Search Criteria Browse Specific Search Criteria Field Explanation Matrix Group [F2] Lookup for available Matrix ...Client Group/Relationship Details
Purpose To provide a list of Groups associated with the client accessed Access Client Details | | Client Groups Relationship Browse Dialog Details Details Specific Fields Field Explanation Client Display only field Group [F2] to the required Group to ...Group Details
Purpose Allows the maintenance of user defined groups. Groups allows some CRM functionality by limiting reports and exports to clients who have specific group combinations. Multiple groups may be associated with a single client. Access [F2] Lookup on ...