A. Within Advantage Anywhere navigate to MARKETING, then click on EMAIL HISTORY. This will display sent emails by date. Emails not yet deployed and set to deploy on future dates will be visible under SCHEDULED JOBS. Looking at email history for a date range will give you a listing of emails sent from your database with the details such as Read more
Help Desk
Q. If someone asks to be removed from my e-mail list, what should I do?
A. Advantage Anywhere allows you to manual check the unsubscribe check-mark in their contact record. This will prevent ANY emails from being deployed to that contact whether in a bulk email or individually sent from the contact record. Should you want to use Advantage Anywhere to sent a personal email to them you’ll need to temporarily uncheck that box. The system Read more
Q. Can you edit an opportunity?
A. {SENIOR LIVING} Yes you can edit an opportunity. Inside the opportunity box you’ll notice the edit link. This allows to edit the opportunity date as well as include or exclude those related parties. Excluding a related contact means the status of the related party will not be included in the opportunity for the contact record you are on. Example: Read more
Q. I set a scheduled report, where can I change who is on the recipient list?
A. If you have the administrative rights to create scheduled reports you can edit the report recipients, change the frequency or preview at any time. Click on the Reports page, then click on ‘View your scheduled reports’ link. Click on Edit to change the frequency or recipient list, delete will delete this report from running and delivering to your email Read more
Q. Help, I can’t save my template in the editor
A. Make sure you give the template a name and tell it the folder to save into. When saving, make sure you have a name for your template, otherwise the system will give it a name {New Template} that you can later re-name. A;so be sure to tell the system which folder you’d like to save you masterpiece in or it Read more
Q. Folders and templates in the editor, what are the triangles and why aren’t the names clickable?
A. The Advantage Anywhere editor allows you to create templates for letters and emails. This way these files are always at your fingertips and merge with your contacts name, address or other relevant fields. The triangles represent folders. The triangles pointing to the right are unopened folders, the triangles pointing down reflect a folder that is open and the Read more
Q. How do I view my email inbox items?
A. Click on the subject line of any of the emails, it will then be displayed on the right. It will be larger and you can view the entire email when viewed there. Keep in mind this is an extension of your Outlook. Anything you delete here will also delete in your Outlook inbox. The features of the Read more
Q. How do you interact with ABBI and what commands does she recognize?
A. Here is a list of recognizable commands for ABBI found exclusively inside of Advantage Anywhere. ABBI using and recognizes the clickable links inside of Advantage Anywhere and the keywords of “Go to” and “Find” before the page or tab and before a contacts name. For example, say “Go to my record” and ABBI will locate and bring up your Read more
Q. How do I get my report exported into Excel?
A. All reports generated in Advantage Anywhere are exportable to Excel. We recommend using the CONTROL + A on the keyword and then Paste with Match Destination formatting or Paste Keep Source Formatting if you want the colored backgrounds and spacing. Steps to export file to Excel: Run the report in Advantage Anywhere Click the background of the report and Read more
Q. How do I delete a contact?
A. Advantage Anywhere best practice suggests marking a contact as LOST or INACTIVE. To do this, (navigate to the contact and click on the pencil icon to edit the record) change the contact’s category to Lost/Inactive and make a note with activity describing the reason you are marking this contact as lost/inactive. Recording this information allows for reports to track Read more