Episode 34: Backorders and the Federal Trade Commission

The other week, there were discussions about back ordered products in Personify. There are requirements as to how long you have to ship and order once placed. Rob interviews Robert M. Frisby of the Bureau of Consumer Protection at the Federal Trade Commission. They discuss when the clock starts, how much time you have to ship an order, and what you are required to do if you can’t ship the order in that time frame.

More info on the rule can be found here: http://business.ftc.gov/documents/bus02-business-guide-mail-and-telephone-order-merchandise-rule

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Episode 33: WebI Reports and Excel

There have been some discussions lately on the community about exporting data from Data Analyzer WebI reports to Excel, particularly on the formatting. Rob invites Narayan Majji, one of our Business Objects gurus, to talk about formatting WebI reports for Excel.

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Episode 32: May 3, 2012

At TAUG12, Rob was asked if there was a way to view pictures of checks that were applied to an order in Personify. Not part of the base Personify, but fairly easy with Personify Studio. Rob shows how he links check images and other backup documents to a batch in Personify.

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Episode 31: April 26, 2012

Rob recounts the TMA Resources Annual Users Group (TAUG) conference which took place in Indianapolis. He talks about the conference itself, the use of Personify mobile app by attendees, new reveals and featured services, and more. He also gives a peek into next year’s TAUG.

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Episode 30: April 19, 2012

This week’s show was recorded live at TAUG 2012 in Indianapolis, IN.  Rob talks about the different ways TMA Resources’ customers can connect and collaborate including using the TMA Resources Connect site and mobile application.

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Episode 29: April 12, 2012

There have been lots of improvements happening to our Personify documentation. Rob talks with Jessica Godby, Techical Writer in our Documentation team, about the changes you will see on the Customer Support Portal.

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Episode 28: April 5, 2012

This week, Rob talks with Phillip Ryker, Director of Hosting Services, about our TMA Resources hosting offerings. Stemming from a thread on the Connect site, they discuss why associations host Personify with us and the variety of hosting options available.

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Episode 27: March 29, 2012

Rob invites Irene Griffin, Senior Business Consultant at TMA Resources, to discuss scheduling Business Objects WebI reports. Results can be emailed, or even FTP’ed to a vendor, according to the schedule you set.

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Episode 26: March 22, 2012

This week, Rob discusses how you can link screens in Personify to Crystal Reports. Spurred on by a question from one of the local discussion groups, he shows where Crystal Reports are setup, how to link them to a screen, how to pass parameters, and how to call a report directly from a screen.

The blog entry mentioned in the show may be found here: http://tmar.higherlogic.com/TMAR/TMAR/Go.aspx?c=BlogViewer&BlogKey=9320eea7-3360-4c41-9225-ec23f2a67c14

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Episode 25: March 15, 2012


This episode addresses a recent question on the Connect Community site about the availability of the Business Offices service pack that would fix a problem with Internet Explorer 9. Rob talks about what versions of Personify this is now available, as well as highlights Live Office, which is also included with the service pack for Microsoft Office 2010. He demos how you can use Live Office to extract information from WebI reports in Personify that can be embedded in Microsoft Office products, specifically PowerPoint.

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Episode 24: March 8, 2012


After a recent discussion on the Connect Community about what a particular column was used for in Personify, Rob invited Patty Gannon, Senior Software Designer at TMA Resources, to talk about the Personify Data Dictionary.

She talks about using the data dictionary, walks through the lay-out, how to search for items and where to find content in the database. She also shows how you can report on the stored information through a Web Intelligence report.

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Episode 23: March 1, 2012


In this episode Rob talks with Kelly Keefe, Director of Customer Service, about the results of the most recent Customer Service satisfaction survey.

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