FAQ - Ava PA Web

Question
Creating Info place holders or entries in employee, customer, or other record cards to store any information on customers or employees.
Answer

You can completely customise the information our Advanced Agency Web Sytem with RTI holds about Employees and Customers. All this information can be used (for example) for email mail merge, compliance checking, HR admin, Customer CRM and various reports.

 

The process is very simple using one of our unique drag and drop designers.

 

First use the setup Button to go to setup search:

 

Setup

 

For Jobs or skills, type jobs or skills or an existing job or skill name and click search or hit enter:

For addition record card information place holders, type info or an existing info name.

 

Search Setup Pages Info

 

Select the category of record cards:  Employee, Customer, Department, Location etc.

If this is for an employee, then there will be the current customisation for your agency.

If this is for a Customer entry or other type of record card, there may not be a heading or tab for the entry. If not, then add a new tab and this will create a heading for your information.

 

New Customer Info Document 1

 

Now type the name you want for the heading in the new Tab heading

 

New Customer Info Document 2

 

Then add a new item

 

New Customer Info Document 4

 

Now expand it by clicking on it:

 

 

New Customer Info Document 5

 

You can title it, give it start and finish dates for each record card entry, text and allow documents or images to be attached.

 

Finally save,

 

This entry is noe availble for placing on your custom record cardso it can be updated, and the information can for example be added to custom emails and used else where in your database.

 

Other help articles

 Customising record card displays

 

 Setup Custom email messages

 

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This FAQ was last updated on Monday, October 3, 2016

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