How-To

Edit Multiple Codes
Only specific fields can be edited when editing multiple codes as shown below. 1. Find the codes you want to edit.       Access codes from the Ad-ID Co...
Wed, Apr 26, 2023 at 4:19 PM
Export Codes
The fields included in the exports can be customized.   1. Find the code(s) you want to export.       Access codes from the Ad-ID Codes table. Sort co...
Wed, Mar 29, 2023 at 10:50 AM
Email Codes
Codes can be emailed from the Ad-ID Codes table found on the Dashboard, group page(s), prefix page(s) or search results.  The fields displayed in the Ad...
Wed, Apr 26, 2023 at 4:24 PM
Search for Codes
There are two search options: Quick Search and Advanced Code Search. Quick Search is located at the right of the top navigation bar. Enter a full Ad-ID code...
Tue, Apr 25, 2023 at 2:37 PM
Void Codes (for Contract clients)
Voiding a code removes the code from the Ad-ID Codes table and search results. If the code has not been distributed and you want to use it later, the code c...
Wed, Apr 26, 2023 at 4:55 PM
Edit Invoice
Invoices are accessible through an account. Anyone with access to the account can view the associated invoices, but only the account Administrator or the us...
Wed, Apr 26, 2023 at 4:57 PM
Search for Invoices
Only an account administrator can view the associated invoices and search for invoices.   1. Click on Accounts menu and select account. 2. Click...
Tue, Apr 25, 2023 at 2:41 PM
Customize Export Settings
The following instructions explain how to customize which fields will be included when exporting Ad-ID codes to CSV, Excel or XML. The selections made ...
Tue, Apr 25, 2023 at 2:43 PM
Customize Display Settings
The following instructions explain how to customize which fields will be displayed in the Ad-ID Code table. The selections made will display on all code...
Tue, Apr 25, 2023 at 2:44 PM
How to gain access an existing prefix
In order to be able to create codes using a specific prefix, you will need to be added to a group that contains the prefix. The administrator of the gr...
Thu, Oct 19, 2023 at 3:23 PM