Help Desk

Q. How can I reduce the amount of leads showing in the lead category?

A.  The LEAD category is used for new leads coming in and may need to periodically be purged/reviewed.  If you lead category has a significant count, reviewing them individually may be arduous.  Follow these instructions to narrow down the leads to be those touched in the recent past and mark all others as lost/inactive.  Marking them lost/inactive keeps their information Read more

Q. How to set Google Chrome as default browser

A. There are a few ways to set goggle Chrome as your default browser. Using Windows 10: On your computer, click the Start menu . Click Settings . Open your default apps: Original version: Click System > Default apps. Creators Update: Click Apps > Default apps. At the bottom, under “Web browser,” click your current browser (typically Microsoft Edge). In the “Choose an app” window, click Google Read more

Q. How to enable/disable the microphone in Google Chrome

A. To disable the microphone (Google Chrome instructions for all websites):   Disable the microphone in Google Chrome by going to the upper right hand corner of your Google Chrome browser and clicking on the Chrome’s black microphone icon and selecting “Always block microphone access”: (this step blocks the microphone until you unblock it manually ).   To enable the microphone Read more

Q. I have an Account Executive that no longer works with us, what should I do?

A.  Here are suggestions for when an associate who is no longer an active Account Executive in Advantage Anywhere: Reassign a new Account Executive (A/E) to any Sticky Point/SLPs – if this exiting member was the point person on any Sticky Points you will need to select a new point person. This requires Administrative access, click on TOOLS, ADMINISTRATION, CAMPAIGNS Read more

Q. What is service line?

A. Service line in Advantage Anywhere for Senior Living is a way to use a single contact field to denote the service line associated with a contact.  For instance, a prospect that is inquiring about independent living would be a Prospective Resident with the Service line selector of IL.  Making one field representative of all the community/company related service lines Read more

Q. What is the move-in service line selector?

A.  Advantage Anywhere for Senior Living includes the ability to note or label a move-in as to the service line being received.  A move-in to Apt.102 can be an AL move-in thus allowing the reporting to count/display the number of AL residents for occupancy/census. The service line field on the contact record is shared at the time of move-in to Read more

Q. What is the HOME link for?

A. Users will notice that under the HOME link you’ll find additional assistance to perform daily activites.  Great for new users and those who like shortcuts. You’ll notice a new HOME   link on the navigation tab in Advantage Anywhere.  You can click on this link at any time and you’ll see a pop up window that helps guide you 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