Author Archives: advankb2

Video: New Advantage Anywhere User Logging in and Getting Started

A MUST WATCH first video for New Users. An expanded video with many tips, especially for new users. How to get started, log in and change your password, creating your first contact record, are all addressed in this video. Great for new users, new associates at your organization. Click play below:

Video: TaskoMatics

Learn more about TaskoMatics by watching this video. Learn how to launch, complete and stop a TaskoMatic. How to tell if your contact is on a TaskoMatic and more. (Length 23 min.)

Video: Administration and Configuration

Configuration options available with Administrative access. Learn more about creating fields, campaigns/sources, user access and rights, finding deleted contacts and more (approx. 14 minutes).

Video: Calendar and Appointments

Watch this video to learn more about setting appointments and viewing your calendar in Advantage Anywhere. (Length 8 min.)

Video: Open Training Session 2-15-19

Recorded 2/15/19 open training session on using the Editor to create templates, emails, letters, tasks with emails and letters and more.

Video: Contacts and Contact Record Basics

Learn more about properly filling out contact records and specifics regarding categories of contact records. (Approx. Length 8 min.)

Video: Open Training 1-18-19

Recorded 1/18/19 open training session Topic(s): Introductions Using Configuration Options Questions on Configuration Learning More Open Q&A This is a video for both new users and experienced users (Approx. 23 min.)

Editing Wait-list and Deposit Status in Occupancy

New Feature from Advantage Anywhere. Users now have the ability to edit wait-lists and deposits. A must watch for Occupancy users. (Length 4 min.)

Video: Must Watch! for All Advantage Anywhere Users

This is a must watch video regarding the use of Advantage Anywhere and complying with the CAN SPAM Act of 2003. All users need to know how to comply with this act and why they must completely fill out their own contact record. See the complete list of CAN SPAM Act details in the Q & A section. (Length 4 min.) Read more

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

Knowledge Base

Author Archives: advankb2