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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 …



  • Dan's Blog: The Gift of Criticism

    Recently, my wife needed to go back to a doctor's office where she'd had some minor surgery done some months earlier.  She was in pain and was concerned about infection.  She called the office to find out when they could see her but was met with the proverbial "please leave a message" announcement, rather than being answered by a human.  Instead of leaving a message and sitting by the phone for the rest of the morning, she decided to drive to the office and see them face-to-face and ask in person for a last-minute appointment.  I decided to join her so we could chat on the way.

    When we walked into the office, I knew we were going to have a less-than-pleasant customer service experience.  It was written all over the face of the receptionist.  She was cool, aloof, and lacking in compassion. …



  • 2015 Advantage Users Group Review

    After the recent user conference, several coworkers inquired as to how it went. Before answering, I asked myself: what really makes a user conference successful? Was it successful because of the many smiles in the room throughout the conference? What about the presentations? The weather? Maybe the end-of-week surveys? In the end, I determined, it all boils down to one thing: relationships. 

    Why is this so important? For one thing, sharing ideas and solving problems are a direct result of building successful relationships. Many of the roundtables demonstrated this. In the upload and upgrade roundtables alone, lessons learned were shared, questions were answered, and creative solutions explored. We also had some excellent presentations and panel discussions that really helped facilitate …



  • 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 …



  • 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 …



  • 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 …



  • Dan's Blog: Invite Us Over for Dinner and We'll Look at Your Leaky Faucet

       

    How many of us have ever dreamed of having a chiropractor in the family?  Or a carpenter?  Or a mechanic?  As it turns out that neither my wife nor I are any of these things, I have often mused at how nice it would be if one of our offspring would fall in love with such a person.  I can just imagine inviting the kids over for dinner and just mentioning a drippy faucet we have in a sink upstairs to the now-fed plumber and hearing those magical words, "Why don't I go and have a look?"

    Perhaps others of us wish we had a computer expert in the family.  Most of my colleagues with aging parents become the de facto helpdesk for their parents' computer issues.  When I go visit my father and watch him at his computer, I am sometimes amazed at the habits humans form which cause us to do …



  • How to Quickly View Recent Session Customers

    A new Ribbon button called ‘Recent Session Customers’ exists (beginning with version 14.1) that reveals a list of customers recently accessed. This button displays, at any time and from any view, the most recent customers that you have selected.

    A system option (RCTCTMLM – Recent Customer Limit) determines how many customers to save in the database table CDSRSC_T.

    View the list of most recent customers by clicking the button in the Ribbon in the Home group.

    The Recent Session Customers view pops up. From this view you can reselect a customer account to work with again or choose to add, change, or inquire on one.



  • European Taxation Change 1/1/15

    Starting 1 January 2015, supplies of telecommunications, broadcasting and electronically supplied services made by EU suppliers to private individuals and non-business customers will be taxable in the member state of the customer. Current rules stipulate that the place of taxation is the supplier’s location, but starting 1 January 2015, this will change to the place of consumption (i.e. the customer’s location).

    Suppliers of such services will therefore need to determine where their customers are established and to account for VAT at the applicable rate in that member state. This is a requirement irrespective of where the supplier itself is established or registered for VAT.

    If your organization is located in the EU and you are using the Advantage taxation feature, this means you will …



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