A. Due to a recent browser update, making a relationship can be difficult or ‘not take’. Here are two work-arounds: When you are creating a new relationship, try not selecting a choice in the relationship drop down for either of the contacts (skip the blue arrow fields below). Simply click on the +ADD to create the relationship, once the Read more
Results for relationship
Q. Help, I can’t find my relationships!
A. Relationships moved to be under the Umbrella icon. For some contact records the list of relationships is long. In order to better see them near the top and to prevent the contact record from a long scroll to move past them, the relationships are now visible under the umbrella icon.
Video: Creating Relationships
Want to recognize a relationship? Wish you could tie contacts together? Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are the decision maker, or partner. Watch the video to see how Read more
Q. How do I create or edit a relationship?
A. Use the Relationship +Add link to create a relationship. Relationships are used to show the connection between two contacts. For instance a Resident and a Son, From either the Mom’s record or the Son’s record click +Add relationship. The system gives you the available drop down choices to identity the Mother and the Son. Click New if the other party Read more
RELATIONSHIPS – definition
Relationships : the ability to link related parties in Advantage Anywhere. Relationships allow for linking of related parties, whether associates,partners, referral source to referred party, friends, project managers, attorney’s or contacts. These options are configured at implementation for possible relationship options including the responsibilities for each of the contacts such as Power of Attorney, Primary Contact, Responsible Party etc. to further identify Read more
Q. What are the user access levels in Advantage Anywhere?
A. There are 4 main types of access(user types) in Advantage Anywhere. Administrator Power User Normal User Data Entry Access is limited as you go down the list of access types (Administrator having full access and Data Entry having very restricted access). B. There are Tab Access restrictions available for all non-administrator level users. Administrator can turn on/off Read more
Q. Why do some of my contacts have a community name displayed and others don’t?
A. The community name is displayed when there is a community selection made within the contact record (valid only for those who have community/locations) configured? If your communities are close together and a contact is shared between locations you may elect to not specify a community choice or depending on your organization preference you could have two contacts with unique Read more
Academy
Welcome to the Advantage Anywhere Academy Learn the Basics or Take your training and skills to a new level. Use the self-guided Academy to become proficient in Advantage Anywhere. The opportunity to learn at your speed with our Academy videos and tutorials, go at your own pace. The links below are grouped based on skill level. We recommend starting at Read more
Q. What are Responsibilities?
A. Responsibilities help to define a person’s role in a relationship. Responsibilities can be used to identity the Primary Contact, the Responsible Party, the Power of Attorney and more. These are attributes given in the relationship section and can help with determining the roles of the family members, related parties, friends or other acquaintances. Administrators can modify the list of Read more
CATEGORIES – definition
Categories : groupings of types of Contacts. Common categories include Leads, Prospect, Employees, Referral Sources, Customers, etc. Categories are used to identify types of contacts for marketing, communications, tracking and reports. Certain categories can be flagged as “prospects” and other designations for reporting, based on Client preferences during the implementation. The transition of Contacts through Categories represents their movement through Read more