All User guides articles – Page 14
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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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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 - Basic Details
The basic details page shows the basic details of a person in ADvance.
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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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User guides
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