A. Yes, Advantage Anywhere has the ability to require a field be filled out/or a selection at at the point of creation. Once a field has been set to ‘required’ a user can not save the contact until this form field has been filled in or selected an option in the drop down. To do this contact your administrator or Read more
Help Desk
Q. What is Next Step and where does it come from (visible on the summary page of a contact record)?
A. The Next Step is showing the next cued up task to be performed with/for this contact record. If no next step scheduled is displayed this means there is no future to-do items scheduled for this contact. To change this, click on New Task and set a task into the future, perhaps schedule a call, set a reminder to send Read more
Q. Can you set up a contact record field that allows you to select more than one selection?
A. Yes, there is a feature that allows the set up and configuration of a multi-selection checkbox as a field in the contact record. This feature allows the user to check more than one option in the drop down of available options on the contact record. This feature is available for use however, we strongly urge you to contact the Read more
Q. Can you import a list of contacts into Advantage Anywhere?
A. Yes, It’s easy to do. Navigate to Tools > Import Contacts. The import contacts feature allows you to import from any Excel, .csv, or text file. The files are best loaded from Excel without extra formatting such as cell outlines, colored cells etc. The fields to be uploaded do not need to be in a specific order. The first line Read more
Q. What do I need to do when an employee/associate/team member leaves our company or is no longer the point person for Prospects?
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 happens when I export from the Contact Tools drop down?
A. First pull up a list of contacts you like to export. Do this through any of these methods: a search using search filters clicking on a total in a report or creating a custom report to give you the specific contacts requested Clicking on a graph Use any of the above means to full the list of contacts you Read more
Q: How do I see my move-ins/clients plotted on a map?
A: To see move-ins plotted on a map, follow these steps: 1. Go to “Reports”, and run a custom report that shows residents and their original address prior to moving in 2. Highlight and Copy all the data in the report 3. Go to https://batchgeo.com/ and paste the data, including the header, in the box, and click “Map Now.” Or Read more
Q. Is Advantage Anywhere HIPAA Compliant?
A. Advantage Anywhere provides a HIPAA compliant version – you can opt in/out upon request. We have ensured the Advantage Anywhere web based service complies with all current HIPAA guidelines. We are pleased to reassure people that its Internet security measures are continually updated and monitored and that all transactions are protected and safe. NOTE: Secure pages (https:) will display a Read more
Q. What are the password requirements?
A. Password requirements include: must be between 8 and 20 characters long must contain at least one upper case and one lower case letter must contain at least 1 number If utilizing the HIPAA compliant version, please see the additional HIPAA requirements found here
Q. How do I create a new user?
A. For those with Administrative rights/access, you can create new user: Login and go to TOOLS, ADMINISTRATION, MANAGE USERS Click + NEW USER Fill in first name, last name email address in the top section For the bottom section, the username is the first name plus last initial NOTE: do not add the ‘ – and company acronym ‘ but Read more