February 15, 2007
Volume 3 Issue 2

In this issue: Avoid These Pitfalls to Keep Agency Advantage Running Smoothly

 

 From the Editor

The Agency Advantage is user friendly, but like all business applications, it requires one to absorb a lot of information. This month's newsletter is dedicated to explaining some of the more common pitfalls that are made in the setup, installation, and day to day use of the software.

If you have a question or topic you would like explained, a story to share, or just a quick useful tip, we'd love to hear from you. Please send your responses to tina@agencyadvantage.com.

Tina Stewart
Editor

 

 Avoid These Pitfalls to Keep Agency Advantage Running Smoothly

These are in order from least severe to most critical. Most of the items on this list can be corrected by simply heeding the warnings, talking with your local computer technician, or giving us a call here at the support center.

10. Ignoring the expiration warnings until you're locked out.

There are two types of warnings, license and version. The license expiration means that your software needs an access code [Click on the key on the Main Menu of the registered computer in the office and then click on Get Access Code Via Internet]. The version update means you need to update the program [Utilities - Internet Update].

9. Using the X in the upper right hand corner to close the program.

The Agency Advantage is designed to use the Exit button (lower left) to return to the previous screen. Program code is assigned to this button and may not run if you close the program using Alt-F4 (the red X in Windows XP). Always use the Exit button (Alt-X) in the lower left hand corner to exit each screen as well as the program.

8. Not making users at least Power Users on XP Pro.

Many computer technicians want to keep a tight and secure network, however, users need to have at least Power User rights on their XP Pro computer for the Agency Advantage to work correctly.

7. Having multiple AA folders across the network.

If you have multiple AA folders across the network then chances are there are multiple databases. This can cause confusion with the program and increase the chances that users will be connected to different databases. This can result in loss of data.

6. Mapping directly to the AA folder.

The Agency Advantage looks for the AA folder when connecting to the database, importing quotes and doing updates. Mapping the drive directly to the AA folder can cause the quoting and updating functions not to work.

5. Using different drive letters on each computer.

This can cause problems when using the Attachments feature. Attachments are saved using a path to the file. On one computer the path may say S:\aa\attachments, but on another computer that path may not exist. It may be connected to the server as F: or another drive letter. If this is the case, the attachments will not open.

4. Not restarting computers when problems appear.

One of the most common phrases we hear is "It was working fine earlier, and I haven't changed a thing." Restarting the computer will solve a large percentage of these "mystery problems."

3. Server never restarts.

Sometimes files get locked open on the server and it can cause errors. Restarting the server periodically solves these issues and is a healthy practice on your network. Your technician can even create a scheduled task to restart the server after hours.

2. Databases never Repaired/Reindexed.

Databases can become corrupt and still be usable. Reindexing the database can speed up the program, shrink the database, and correct minor database problems.

1. No backups.

This is the most fatal of all mistakes! Not having a backup can mean the loss of all your data. Hardware failure or database corruption can lead to loss of data. Database corruptions this severe are rare, but it can happen. Take five minutes out of your day and back up your data. It can save you hours in the future.

 

 

Quick Tips

What does Open Suspense for This Customer mean?

One of the new features in Version 3 is the addition of the Open Suspense reminder at the bottom of the customer folder. This simply means that there is a Note or a Letter that has a follow-up date on it that has not been checked completed.


Related Links

Version Updates

Mapping a Drive

Reindexing the Database

Database Backups

Newsletter Article on Database Backups
 


Agency Advantage
No No's!

Windows Vista is now coming standard on new PCs. Make sure you request the Business version of Vista when you order your new computer. The Home version of Vista lacks network protocols that are vital to the security of your network.

For more tips visit our customer support website at http://www.agencyadvantage.net/.


Copyright 2006 Advantage Information Systems, Inc.