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

About Us… Lori McNeely Ultriva Customer Support Specialist Supporting Ultriva > 5 years 2 Naveen Gottumukkala Application Consultant Supporting Ultriva > 10 years

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 3 rd Friday of every month. The next webinar will be August 16 th – Item Attributes We are doing the demos in Ultriva Version 7.5 and higher. 3

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 4

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 5

For Additional Information 6 Ultriva Inc S. De Anza Blvd., # 260 Cupertino, CA (408) Lori McNeely Customer Support Specialist (408) Helpdesk Ticket