Online Tools
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Contact Job Title Code The Contact Job Title Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Job Title Name Enter text to describe the Contact Job Title. For more details on descriptions, see The Role of “Names & Descriptions” in Online […]
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Accounts Payable Accounts Receivable Online Tools
Contact Type Code The Contact Type Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Type Name Enter text to describe the Contact Type. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Accounts Payable Accounts Receivable Online Tools System Manager
Use Contact Types to categorise contacts in any way that suits your business needs. Each contact must be allocated a type, so it is important to establish the list of types early before you have too many recorded in the Contacts database. Contact Types are particularly relevant when looking up contacts or when performing any […]
Use Job Titles to classify contacts in way that suits your needs. The Job Title can be used to filter Contact selections so you can target certain contacts for mail outs and other digital communcations that you might want to have with the people recorded in your Contacts database. Example Some examples to use are: […]
Contact Personal Title Code The Contact Personal Title Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Personal Title Name Enter text for the honorific. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Contact Classification Code The Contact Classification Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Classification Name Enter text to describe the Contact Classification. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Contact Classifications are used to “categorise” your contacts in a way that helps you define them for your purposes. For instance, classification(s) can be used to filter Contact selections so you can target certain contacts for mail merges, marketing or sales call targeting. You can include a given contact under multiple classifications. This means you […]
Use Personal Titles to record the contacts preferred title or honorific when addressing them. The Title can be used when formulating a full contact name for emails and addresses e.g. Sir Elton John, Dame Judy Dench and so on. Use of a title for a contact is optional. Example Some examples to use are: Mr, […]
Purpose This function is used to create and update Custom Data Sets. This ‘Custom Data’ tool offers you the opportunity to store data specific to your business needs. Data that is not covered in the standard Online Advantage database structures. For example, with Assets you may want to record additional purchase and/or insurance details. Perhaps […]
Purpose This function is used to set up and maintain ‘Custom Data Lists’ that can be used within ‘Custom Data Sets’. If you’re not familiar with ‘Custom Data Sets’, then we recommend you take a look at the details of that function before determining whether you need to set up any ‘Custom Data Lists’ via this function. You would create […]
Purpose This procedure is used to record a description of a change to software and the software items that were involved in making that change. This function should only be used by Unipix staff and is a software developer tool, not a user function. Data Input Step 1 – Version Number Version Number Enter […]
Purpose This function can be used to upload data into an Online Advantage file from a csv format spread sheet. Before using this function a system administrator must have previously configured the upload parameters to match the required spread sheet data. There are limitations on what can be uploaded. Typically, static master file data that […]
Library Online Tools
Purpose The Notes feature is used to view/add whatever notes (or internal “memos”) are required against selected important “data” elements of the Online Advantage system. At any time in the system you can view/add notes from the displays menus, or you can directly view/add notes relating to a particular element via the menu link that […]
Library Online Tools System Manager
The Online Advantage Customer Portal is our tool for recording and controlling all the tasks associated with the Support and Enhancement of the system. We use the tracking system internally and provide you, the customer, with the ability to interact on tasks that relate to you through the portal. The portal allows you to enter […]
Purpose This function can be used to upload data into an Online Advantage data table (file) from a csv format spread sheet. Before using this function a system administrator must have previously configured the upload parameters to match the required spread sheet data. It is a great way to make mass changes across many items […]
In Online Advantage we deliver each data table (or file) with a set of search fields. The search fields we select may not be the ‘best fit’ for everyone, so this document explains how you can add your own search fields or re-arrange the existing search fields. There are 2 types of searches in OA; […]
Online Tools Release 9.4
We have made Contacts an “entity” in their own right in Online Advantage given the increasing importance of maintaining and nurturing relationships with people to your business. In particular the ability to add and record details on individual contacts is becoming a significant activity for users in the areas of Customer Service, Account Management, Sales […]
Online Tools Release 9.3
The Custom Data function is arguably one of the most powerful additions to Online Advantage in years. With this tool users can effectively change what data is stored in the system and decide what additional information they need to keep in Online. There is no limit to the number and amount of custom data you […]
Online Tools Release 9.2 Reporting
The Online 2000 “terminal emulation” system contained a Spooler Archive that allowed users to store reports from their “Print Spooler” into predefined sections called “Archive Types”. Many Online 2000 users would use this facility to store important reports that they wanted to have ongoing access to. In particular users would store their useful End Of […]