Author Archives: advankb2

Video: Open Training 10-5-18

Recorded 10/5/18 open training session Topic:  New Features and Efficiency Boosters   See how to use both new features and efficiency boosters like ABBI, @mentions, chat, face sheets, vCards and more. This is a video for both new users and experienced users (Approx. 33 min.)

Video: Referral Source Tracking and Reporting

Advantage Anywhere has the ability to track your referrals and referral sources.  Record a referral in a note and listing the referring party and their referral type.  Referrals can then be reported on in 3 ways: by navigating to the contact record and clicking on the connection icon to show referrals provided by this contact or by running a referral Read more

Video: ABBI and Advantage Anywhere Mobile

Advantage Anywhere is now mobile friendly! Log in and select the mobile site in the bottom right hand corner – it’s a finger friendly lite version of Advantage Anywhere. Things you’d do on a smart phone or smaller device are still at your fingertips. See the mobile version of Advantage Anywhere below:

Video: Meet ABBI

Meet ABBI, your new personal assistant.  Incorporated into Advantage Anywhere is the first voice-driven, interactive assistant designed to make you more efficient.  ABBI enables voice-driven navigation, dictation and speaks to you.  Here’s an introduction to ABBI:

Video: Contacts (Basics)

This video goes over entering and editing contact records, including recommendations on searching first before entering and using the proper punctuation and capitalization. (Approx. 7 minutes)

Video: 8-10-18 Open Training Recording

Recorded 8/10/18 open training session Topic:  A Slice of Life   Example of everyday use and scenarios, see Advantage Anywhere in use.  Open Q & A session and more tips – includes some coming features. This is a video for both new users and experienced users (Approx. 1 hour).