Author Archives: advankb2

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: 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.)

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