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    Advantage Software: Billing Promotion Codes on Payments

    In order to see how well a billing promotion did, you need to have your customer service reps enter the billing promotion code when entering the payment. You can enforce entry of a billing promotion code during payment entry at the view and in the Sequential Payment Upload process (ARP192) using the ARP option BLPRMREQ. But perhaps the CSR doesn’t always have the billing promotion code readily available when they are entering the payment. How can you successfully record the billing promotion code on the payment?

    ARP Option BLPRMASN

    The Billing Promotion Assignment option is used to set a keyword for your CSR’s to enter during payment entry. During payment entry at the view and in the Sequential Payment Upload process (ARP192), use of this keyword in the Promotion Code field causes the …



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    Advantage Software: Improving the Flow of Streams of Orders

    Advantage’s OrderStream Framework Breaks the Log Jam of Order Upload

    While Advantage is a customer-centric system, order transactions are a central component of the customer profile. Getting orders processed quickly and efficiently is paramount, and the flexibility to accept order transactions from a variety of sources is a critical component of the system. Our clients take orders from sources such as eCommerce sites, trade shows, phone calls, postcards, mobile applications, agents, lockboxes, SMS, and other third-parties. To accommodate these sources, Advantage offers three basic types of input---through the application’s user interface, through the use of the Software Development Kit (SDK), and through file uploads. Over its history, Advantage has consistently been the market leader …



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    Preview of Some Advantage Features Coming This Fall

    These are just some of the new Advantage features that will be available in the fall of 2015. Contact your Advantage account manager for more information.

    Autocomplete Feature: An optional autocomplete feature is available (triggered at the user level), whereby Advantage will suggest values for validated fields based on what the user has typed in to that point.  Under this feature, the more the user types, the narrower the list of possible matches (the user can arrow up and down to see the possible matches). At any time, the user can stop and select one of the suggested values.

    Separate “Promote by Phone” Flags: You can now expose and use separate “promote by” flags on each of the three telephone numbers on the customer address record. (The fourth telephone number field is dedicated …



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    Preview of Advantage Features Coming This Summer

    There are some exciting new features coming your way this summer in Advantage. Here are just a few--contact your Advantage account manager for more information.

    Streamlined Customer Information Maintenance: Customer and address maintenance via the SVCCTM view and Customer Lookup dialog has been significantly enhanced. Replacing the static, tabbed entry dialog is an approach using Advantage scripts. You can reduce the entry fields to just those required for your business---as well as take advantage of other script entry features such as open/close/require, user-definable field captions, and customizable presentation.

    ARPCAR Reorganization: The ARPCAR view has been changed from a list frame of credits and debits that satisfy your search criteria to top-pane list frame and bottom-pane …



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    Continuity Programs in Advantage

    Did you know that Advantage offers continuity programs for your books and products? A continuity series allows customers to purchase a set of related products that are released to them sequentially over a period of time.  Continuity programs give you the opportunity to periodically remind customers of your brand; the customer gets more exposure to your content and they get to “belong” to a club.  Throw in some premiums and it’s a recipe for happy, loyal customers.

    You can set up a continuity program using the Book Club functionality or the Standing Order program.

    Here’s how Book Club works. Customers join a club (they become members) by responding to your offers to join, or you can select people and automatically add them.  Alternatively, you directly add them as part of an order (for …



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    Preview of Advantage Features Coming This Spring

    There are some nifty new features coming in Advantage. Here are just a few--available in the spring of 2015. Contact your Advantage account manager for more information.

    • AMB Transaction History Tables: You can activate a feature to log history records (i.e., “events”) when AMB agreements are added, changed, or canceled. The feature uses workflow events, and can be used to create an event record when a new agreement version is added, a component is changed, a participant is removed, and so on. The resulting event records are viewable along with the other agreement information at Advantage customer service views.

    • User-defined Renewal Flag Values: Advantage allows you to define custom values for CIR and AMB renewal flags. Each user-defined value must map to one of the base …



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    Conference and Event Management in Advantage

    Did you know that Advantage has a solution for handling events that you put on for customers?  The Conference and Event Management (CEM) module supports the registration, invoicing, and informational tracking for conferences (or other events) that your company offers as part of its product line.

    Don’t do events?  Think about that possibility for a second.  Some of your customers (and prospects) may well be so interested in your subjects that they are willing to pay to have more involvement.  In addition to servicing some of your most important customers, you can get some actual human interaction and find out what they like and what could work better.

    Outsource your events?  There are several alternatives for that.  Can they sell/bundle other products along with the registration?  Do …



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    Cooking with QA

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    As Product Manager, I spend the majority of my days designing new, cool features (e.g., Cider and Call Center) and working with clients to build solutions. This typically involves lots of computer time, and when my day is done, I like to turn to something equally creative, but in the analog world: cooking. My favorite source of recipes is Cook’s Illustrated—I subscribe to both digital and print versions (… sounds like a mixed Advantage agreement to me ). So, what does this have to do with software QA? Well, cooking can serve as an analogy to describe some exciting new features coming with the 2015 release of Advantage due out in January 2015.

    While I enjoy cooking, I'm less excited about cooking in someone else’s kitchen. The stove is electric, the salt isn’t in the right place, …



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    Help Is Just A Click Away!

    New User Interface on Advantage Help Website Offers Click-through Browsing, Focused Search, and Proximity Search

    Now it’s much easier to find the help you need on the Advantage help website.  It’s been reformatted using the Orchard online platform. This change, effective with the 2014r1 version of the help, offers an improved user interface, easier click-through browsing, and powerful search tools to help focus your search results.

    The help content remains what you’re used to seeing, with how-to explanations, screen images, and report samples for the standard documentation set. However, hyperlinks have been added for each level of the help to allow you to quickly access the subsidiary topics underneath. For example, the topic “Basic Agreement Information” includes quick links to …



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