A. When an account executive/staff member leaves your organization or will no longer be using Advantage Anywhere, follow these steps: First, archive the user account (requires administrative access)Go to TOOLS > ADMINISTRATOR > MANAGE USERS Locate the user and click on their name in the list to edit, click ‘Archive” on the pop up. Note: Archiving a user immediately terminates Read more
Help Desk
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 can someone see my calendar or appointments in Advantage Anywhere?
A. Yes, in one of two ways: 1.) Go to your Calendar and Click on VIEW CALENDARS to update the calendars to view. 2.) Click REPORTS and scroll down to the Appointments Scheduled section. Choose to view scheduled appointments by person or by date.
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. Setting up SMTP Email Server Option
A. Advantage Anywhere Email can be sent through your company SMTP Email Server. Here are the details you’ll need to configure this feature: To access these configuration items, you’ll need administrator access from the Administration page gear. Contact support for help or additional questions related to SMTP.
Q. Why don’t I see the email I sent?
A. If you have sent an email to yourself or others and it doesn’t arrive, check these items: make sure the contact record for the recipient does not have the Unsubscribed or No Spam checkbox checked which scores out the email address. Edit the contact record to uncheck the box for this item make sure the email address is Read more
Q. I’m getting ‘E-Mail Failed: 4.4.2 Message submission rate for this client has exceeded the configured limit’ message on an email sent
A. When looking at the email history, there are emails which show a failed message like this: E-Mail Failed: 4.4.2 Message submission rate for this client has exceeded the configured limit This can be happening when you using your local SMTP server to send email messages from Advantage Anywhere. It is an Exchange issue, but easily updated. The Read more
Q. Can I unsubscribe (I am a user)?
A. All active user accounts receive daily morning assistant notifications from Advantage Anywhere. You may also receive appointment and task notifications, notifications of new leads, click-throughs on your emails or webpages, and other user set and requested notifications. As an Active user, you will be notified up upcoming training, system updates, modifications, outages, changes in licensing, subscriptions status or other Read more
Q. How do I remove contacts from a group?
A. If there is a group created (example: Newsletter subscribers) and you have one or more contacts that should be removed from the group, follow these steps: Pull up the group list (CONTACTS > GROUPS/SAVED) find the group name and click on it to display all the contacts in that group. Put a checkmark in front of the names 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