A. To do this in Chrome, go to the 3 dots on the far right or click Ctrl+p at the same time, once the print settings appear click More Settings then under options remove the Headers and footers check. In Firefox go to the 3 bars on the far right, then click print, then select page setup and click Read more
Help Desk
Q. Is there a way I can customize or build my own TaskoMatics?
A. Yes. You can edit existing TaskoMatics or create new customized TaskoMatics within your Advantage Anywhere System. Simply navigate to the existing TaskoMatic to make necessary changes inclung adding steps,deleting steps, modifying instructions within the steps or changing the timeline. Remember that modifying a TaskoMatic from the TOOLS, TASKOMATIC editor will change the TaskoMatic template permanently and it will be Read more
Q. Can I quickly see my leads or prospects and which ones I’ve followed up on?
A. Yes. Us the Contact Touch Report. The Contact Touch Report can be run on any search (by A/E, by date range, by anything). It shows you the name of each contact, the date of their last note, task and appointment, and the date of their future scheduled next task and appointment. Again, an amazing way to identify Contacts that Read more
Q. How do I see how many leads I have per active Marketing Campaign and which ones have been followed up on?
A. The Contact Touch report by Source Code is a great way to see your campaign results. The Touch Report by Source Code shows you a list of each active marketing campaign, how many leads you got from it, how many of those leads were touched, how many tasks were completed, how many tasks were assigned and how many leads Read more
Q. Why do I continually get a pop up asking about changing a contacts category?
A. When you have a sales opportunity or occupancy move-in or out the system will pop up to ask you about changing the contact’s category. This feature will prompt users to change the category at critical steps in the sales process with just two clicks. Advantage Anywhere is driven by the contact record and being able to access those records Read more
Q. What are unsubscribes and how can I process them or tell who unsubscribed?
A. Unsubscribes are those who have requested to be unsubscribed from receiving any further emails from you. You can see tally of the recently unsubscribes by clicking on MARKETING, PROCESS STICKY POINT LEADS/SLPs within Advantage Anywhere as well as those individually requesting to be unsubscribed. Unsubscribing those who wish to be unsubscribed from your emails are viewable under Marketing or Read more
Q. When I log in my account information is popping up and requiring fields to be completed, why?
A. This typically means your user account has not been completely filled out. Advantage Anywhere users with a user account that is not completely filled out will find the system notifying them. Upon logging into Advantage Anywhere, the system checks for the minimum required fields. Should the system find any of those required fields empty, it will pop up and Read more
Q. Can I search on null fields or choose ‘not’ to include some field responses?
A. Yes, you can search on the fields in all contact records for null or empty fields as well as narrow down the criteria within a field. To further explain, by adding criteria (keywords) to search fields the System allows you to return results for fields that are blank or empty as well as narrowing down the results for a Read more
Q. Are there any shortcuts to assist you?
A. Yes, click on the HOME icon for short links to assist with everyday and beginner user tasks.
Q. What does the link to Occupancy do and when do you use it?
A. Occupancy is used to record move-in’s and move-out’s and Occupancy in a lease or agreement situation. Move in options, services and fees can also be configured to describe the availability, size and more related to your rooms. Contact support for more information or to configure this in your database.