All Parties articles – Page 3
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User guides
Person - Data Protection
The data protection page displays all data protection preferences for the party.
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User guides
Person - Custom Attributes
The custom attributes page displays party details based on information provided by people.
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User guides
Person - Web Activity
The web activity page records party interactions - e.g. content access, email unsubscribes
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User guidesPerson - Customer Diary
The customer diary provides a record of actions, updates and transactions associated with the party and their orders.
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User guides
Person - Tax Exemptions
The tax exemption page is used to manage tax costs for different parties when they make a purchase.
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User guides
Person - 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
Person - Dashboard
The dashboard page shows a summary of the details held in the party record:
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User guides
Credentials (Company)
The Credentials page shows the details the customer must use to log into a website which is integrated with ADvance
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