Custom Data Sets

April 14, 2019 Online Tools

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 […]

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Custom Data Lists

April 10, 2019 Online Tools

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 […]

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Patch Entry

July 30, 2018 Online Tools

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 […]

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Upload Data Tool – Technical Configuration Details

July 4, 2017 Online Tools

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 […]

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Notes

May 11, 2015 Library

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 […]

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Online Advantage Customer Support Portal

February 11, 2015 Library

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 […]

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Upload Data Tool

November 20, 2014 Online Tools

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 […]

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Customising Search Options

March 28, 2014 Online Tools

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; […]

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Contacts Management

March 14, 2013 Online Tools

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 […]

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User Definable “Custom Data”

April 5, 2012 Online Tools

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 […]

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Spooler Archive Conversion

March 5, 2012 Online Tools

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 […]

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