All Parties articles – Page 2
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User guides
Order Management - paid, gifts, free trials & complimentary corporates
This page provides guidance on order management in ADvance. This includes guidance on how to view and edit each type of order and the actions you can perform.
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User guides
Orders
Orders are created to manage the sale and distribution of your products to a customer.
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User guides
Company - Custom attributes
Custom attributes are questions which the customer can answer in a form.
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User guides
Company - Web activity
Web activity records party interactions - usually with another system e.g. website or email.
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User guides
Company - Customer Diary
The customer diary provides a record of actions, updates and transactions associated to the party and their orders.
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User guides
Company - Person details
Person details are displayed on a company party record to list all people who are associated with that company.
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User guides
Company - Tax Exemptions
Tax exemptions are used to remove or reduce tax costs which are applied when the party purchases a product.
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User guides
Company - Addresses and Contacts
The addresses and contacts page displays all addresses and contact details associated with the company.
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User guides
Company - Sales Summary
The sales summary page displays a summary of the financial transactions between your organisation and the party.
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User guides
Company - Basic Details
The basic details page shows the basic details of a company in ADvance.
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User guides
Person - Credentials
Credentials are details the customer must use to log into a website which is integrated with ADvance.
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User guides
Company - Tickets
Tickets in ADvance are designed to be used as a means of flagging an issue or task related to a party.
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User guides
Company - IP sets
IP sets are used to define which IP addresses are used by a company. This allows you to restrict access to online products based on the users IP address.
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User guides
Parties & Party Search
This article provides an introduction to parties and party records in ADvance. It also provides guidance on how to search for a party, how to create a record for people or companies and how to merge duplicate records.
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User guides
Person - Tickets
Tickets in ADvance are designed to be used as a means of flagging an issue or task related to a party.
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