A. Once you’ve selected the list of recipients through a search and returned the results you can choose CONTACT TOOLS.  In the drop down you’ll see a built in LABELS choice for the standard Avery mailing label 5160 or similar (30 per sheet, size 1″ x  2 5/8″).  Know that this option doesn’t work for all printers due to the Read more

A. If you are trying to fulfill a print or email task from your to-do screen and when you click ‘personalize’ it gives you a pop up that says “Document not available to load”.  This means there is an error in your TaskoMatic.  First try clicking on EDIT under this task and confirm there is a template or document linked Read more

A. Depending on your phone, for an iphone you can save as an icon/app on your homescreen by using Safari to navigate to webpage:  https://abbi.advantageanywhere.com – once you reach the log in screen, choose the box/arrow button which will give you options to bookmark/add to homescreen.  For iphone choose ADD to HOMESCREEN, it will then ask you to name the Read more

A. Yes, you can modify the TaskoMatic you are currently using for a contact by navigating to the contact record, click on Task/TaskoMatic and you’ll see the current TaskoMatic in play listed.  Click EDIT to modify the current next step.  To modify future steps click on the blue word TaskoMatic. In this view you can see the next step and Read more

A. Discovery guides are ways to script questions and answers with contacts.  For instance some Advantage Anywhere users have prospect discovery guides which guide them through the discovery process or reminds them to ask specific questions and give the user a place to correspondingly record the answers.  Saving the discovery guide places this information within the contact record for viewing Read more

A. The administrator of your database has the link to build discovery guides under ADMINISTRATION.  You can edit existing discovery guides or build new ones through this link.  Contact support for specific questions on building discovery guides.

A. Advantage Anywhere makes sure you are the receiver of any bouncebacks.  Allowing you to receive this information gives you the heads up there is something wrong with this person’s email address. It may have changed, or may have been entered incorrectly in your Advantage Anywhere System.  Reading through the bounceback details in the email provided typically gives you direction Read more

A. Navigate to the EDITOR in Advantage Anywhere.  Click on the Create a new Document/Template icon, it will ask you to save your existing work save if you have existing work otherwise simply decline and it will ask you what type of file you’d like to create, choose template.  Also, when saving verify with the drop down next to the Read more

A. Advantage Anywhere merge fields can be inserted into any template built in the Advantage Anywhere editor.  Insert merge fields using the blue “+” icon.  You can merge an entire list of fields from the contact records.  You can choose to use the fields from the contact who is receiving the email, sending the email or even the account executive Read more

A. It seems as though your browser is not opening a new window when you click on a link. This is not due to Advantage Anywhere as Advantage Anywhere lets you have many windows of Advantage Anywhere open and doesn’t involve or close out any other new windows. Assuming you are using Internet Explorer as your browser, I would check Read more