A. Clearing Autofill Data in Chrome: Click the Chrome menu icon. (Three lines at top right of screen.) Click on Tools. Select Clear browsing data. At the top, choose “the beginning of time” option to clear all saved data. Make sure that the “Clear saved Autofill form data” option is checked. Click Clear browsing data.
Commonly Asked Questions (All Users)
Q. How does the Advantage Anywhere mail feature sync emails?
A. For a new account being connected to Advantage Anywhere for the first time, the system is configured to only bring in a few days at a time so not to bottle neck either the Advantage Anywhere inbox or the draw to the server/stored history email location. It will start with the most current first and then work backwards. It can Read more
Q. How to turn Voice Commands (ABBI) on or off?
A. To turn Voice Commands (ABBI) on or off (from the Advantage Anywhere website): Voice Commands (ABBI) can be turned on or turned off by clicking on the microphone icon located on the top right hand side of the Advantage Anywhere website: When Voice Commands (ABBI) is off the microphone icon is white. When Voice Commands (ABBI) is on the Read more
Q. What is the recommended browser Chrome or Internet Explorer?
A. Advantage Anywhere can be used from a variety of computers, laptops, smartphones and tablets. We recommend and have built the core functionality on Chrome. Not utilizing Chrome can result in some unexpected results or functionality. Contact the help desk for specific issues or questions. The mobile version utilizes your smart phone platform and any on-board voice to text features. Read more
Q. What are the stars for on the Reports page?
A. the stars on the reports page allow you to select a report to be short-listed in the list of favorite reports. The favorite reports short list, on the right hand side of the reports page lists all the reports you run frequently. This allows the user to narrow down the list of reports they typically run and make them Read more
Q. My dashboard statistics don’t represent my entire community or company, why?
A. The Today dashboard is meant to show you, the Account Executive and the contacts you are connected with as the Account Executive. This is specific to your log in. The Today Dashboard shows your contacts broken down by Category as well as prospects or referral sources where you are the Account Executive, Tasks that are set for you, appointments where Read more
Q. I have accidentially deleted a contact record, can you help me?
A. Yes, please contact support with the name of the contact record or as much information as you know and we can usually re-instate that (those) contact record.The record has not been permanently deleted and can be returned to it’s original state with all the same information retained. OR Ask the administrator at your location to re-instate deleted contacts. A 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. I think I have a task coming up but not sure when, where can I see upcoming tasks?
A. You can view upcoming tasks and sort them on the Tasks screen. For tasks further out, we recommend running a report. Under reports, click Current Task Report, choose your name and run the report. This will show you all the current uncompleted tasks yet to be completed.
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