A. Office365 has specific setup information that can be referenced here: Microsoft Help We recommend using IMAP with the following information: Choose: Exchange Incoming Server name: smtp.office365.com SSL (Checked)
Commonly Asked Questions (All Users)
Q. How-to for off-boarding/on-boarding (on board and off board) an Advantage Anywhere user?
A. We recommend the on-board and off-board resource found here: View PDF Guide
Q. How do you on-board or off-board a user in Advantage Anywhere?
A. When an account executive/staff member leaves your organization or will no longer be using Advantage Anywhere, use the handy and printable resource or follow these steps: View this helpful and printable guide for assistance (short version below) : View PDF Guide First, archive the user account (requires administrative access)Go to TOOLS > ADMINISTRATOR > MANAGE USERS Locate the user Read more
Q. How does the duplicate check work in Advantage Anywhere?
A. The Advantage Anywhere duplicate check looks at Company Name, email address, address and first and last name as the fields to check when a new contact record is created. If it gets a hit on two or more of these it presents (by popping up) this comparative list of the ‘potential matching’ existing contacts to select from prior to Read more
Q. What does Note: SRP Contact Lead Processed ‘Unsubscribe’ mean?
A. The ‘SRP Contact Lead Processed ‘Unsubscribe’ found in the notes/activity/history on a contact record means, this contact clicked on the Unsubscribe link at the bottom of an email you/your team sent out of Advantage Anywhere. At the bottom of every email sent out of Advantage Anywhere is a link for the recipient to ‘Unsubscribe’. This is the link where Read more
Q. How do you make a follow up appointment?
A. For follow up appointments, you have two options. One is making a New TASK as an Appointment. In other words, an appointment you can check off on your to-do list. To use this method (#1): Navigate to the contact record to add the follow up appointment Click on the +Task visible under the contact’s name Fill in the name Read more
Q. How do I record a referral given? (NEW)
A. Recording a referral is now one click with intuitive suggestions. Why the change? We know logging your referrals are an important element in your organization’s referral strategy. To make this process easier, we’ve added a quick-link way to record them. Here’s where you’ll see the New Referral link, in the quick links under the contacts name. What else is Read more
Q. How do I connect my Outlook calendar to Advantage Anywhere
A. You can now connect your Outlook Calendar if you are using Server Exchange 2013 (or newer) OR Outlook 365. Please contact support if you are using a prior Exchange version or if you are having problems connecting. To connect the calendars, log into Advantage Anywhere, navigate to your Calendar and click on the gear on the right hand side. Read more
Q. What is ‘weighted’ or weighted activity points and how do they work?
A. Activity recorded on a note with items like: ‘Made a follow up call’; ‘Did a demo/tour/visit’ can be weighted to change the way the reports display the activity in the Activity Stack Bar Chart reports. Specifically the Activity Stacked Bar Chart (weight/unweighted) reports report on these logged activities. The unweighted version refers to the activity logged and counted as Read more
Q. Turning off autofill in Chrome
A. Turning off autofill in Chrome: Click the Chrome menu icon. (Three lines at top right of screen.) Click on Settings. At the bottom of the page, click “Show advanced Settings” In the Passwords and Forms section, uncheck “Enable autofill to fill out web forms in a single click”