A. There are features that can enabled by user account. The user must be a ‘normal user’ to restrict certain access. Access that can be restricted includes: restricting a user from changing the assigned to Account Executive restricting a user from editing contact records where they are not the Account Executive restricting a user from editing contact records where Read more
Commonly Asked Questions (All Users)
Q. What are scheduled reports and how do they work?
A. Scheduled reports are reports that have been scheduled on a recurring schedule to run and deliver the report to your email inbox. To run a report, click on the reports page, then click on the name of the report you’d like to run. To set a report as a scheduled report, click on the clock next to the name Read more
Q. Why do some of my contacts have a community name displayed and others don’t?
A. The community name is displayed when there is a community selection made within the contact record (valid only for those who have community/locations) configured? If your communities are close together and a contact is shared between locations you may elect to not specify a community choice or depending on your organization preference you could have two contacts with unique Read more
Q. How do I print a list of just my referral sources; exporting data to excel spreadsheet?
A. First search for the contacts by putting in search criteria (CONTACTS > SEARCH FILTERS): In the below selections/filter, we are searching for Referral/Partners where Pat is the account executive: Then Select all (in this case 11 records) by clicking the checkmark at the top or the check mark in front of the contacts you individually select: And lastly, Read more
DEPOSIT – definition
Deposit – monies taken to hold a room/apartment/Home/Lot or other physical item or job. {SENIOR LIVING SPECIFIC}: Deposits or moneys taken to apply for admittance/acceptance to a senior living facility. Can be specific to various types of deposits and each system can have multiple types of deposits. Deposits can be for a community, neighborhood or service line and specific unit. Read more
COMMUNITY/LOCATION – definition
Community/location : the geographic community or location that is assigned to the contact (Prospective buyer, buyer/renter/resident or Referral Source) or the Account Executive (staff member). {SENIOR LIVING SPECIFIC} The assigned community/location determines the counts for that community. For instance a tour completed for a Prospective resident with the ‘Community A’ location would count in the total number of tours completed for Community Read more
Q. My import is failing and no contacts are being created, why?
A. Here are a few items to try if your import from Excel, .csv or text file is failing to import: Note that the first tab is the only tab that can be imported. If you have multiple tabs in your Excel file you will need to make a separate, individual file for each tab. Make sure you are selecting a Read more
Q. How do I enable Pop-ups/Pop ups?
A. Enable Pop-ups in Chrome. When using Chrome having pop-up’s blocked for the Advantage Anywhere can cause system pop-up’s to be blocked. This can affect how the system responds. To allow pop-ups in Chrome Click the Chrome menu on the browser toolbar, then select Settings. Scroll Down and Click on advanced link at the bottom of the listing. In Read more
Q. I have a smartphone, tablet or Ipad, can I access information from there?
A. Yes, you can access Advantage Anywhere from your smartphone. The Advantage Anywhere system will recognize you’ve logged in from a smartphone or tablet device and will give you a responsive view to assist you in retrieving information or imputing information into your database. We recommend using Chrome or Safari. We have provided finger-friendly access to those things most likely Read more
Q. How can I tell if my email sent?
A. Within Advantage Anywhere navigate to MARKETING, then click on EMAIL HISTORY. This will display sent emails by date. Emails not yet deployed and set to deploy on future dates will be visible under SCHEDULED JOBS. Looking at email history for a date range will give you a listing of emails sent from your database with the details such as Read more