Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

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Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers

Transcript of Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

Page 1: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers

Page 2: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

About Us…

Lori [email protected] Customer Support SpecialistSupporting Ultriva > 5 years

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Naveen [email protected] ConsultantSupporting Ultriva > 10 years

mailto:[email protected]
Page 3: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

General Webinar FAQ

• If you have a question please use the question box and we will try to go over them at the end.

• We will be recording this webinar and will have it available on the help site for download in the future.

• We plan on hosting additional webinars at this time on the 3rd Friday of every month. The next webinar will be August 16th – Item Attributes

• We are doing the demos in Ultriva Version 7.5 and higher.

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Page 4: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

Tips and Tricks Webinar – General Info

• Most of these tips are available on version 7.0 a few may be on 7.5 and higher

• Better understanding of how to optimize your Ultriva session and get around easier on the website

• We will have a few short surveys throughout this webinar and will give you the results

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Page 5: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

Tips and Tricks Webinar – Agenda

Filters – Changing Filters for My Items, Category, etc. or Creating Custom Filters

Custom Views – Change sort, add an available column

Favorites Button

My Account –My Preference – Start Page, # of records, Max Width

Action Screens- checkmark for ALL items and APPLY ALL for some options

Export and Print

Search - PO#-PO Line#, Item, Card ID, Supplier,

Expand and collapse Title Bar, Task Bar, Filter Options

IE – Open in New Tab, Open New Session

How to tell what version – features and license info

How Do I? / Help

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Page 6: Ultriva Tips and Tricks– Filters, Favorites, Creating Views and Other Practical Pointers.

For Additional Information

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Ultriva Inc.1601 S. De Anza Blvd., # 260Cupertino, CA 95014(408) 248-9803www.ultriva.com

Lori McNeelyCustomer Support [email protected](408) 961-2485

Helpdesk [email protected]

http://www.ultriva.com/
mailto:[email protected]
mailto:[email protected]

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