A. The following IPs should be whitelisted to help ensure email from Advantage Anywhere is received by clients:   abbimail1.advantageanywhere.com abbimail2.advantageanywhere.com   New Advantage Anywhere clients should setup SPF records to help ensure that email they send from Advantage Anywhere is received – contact your IT provider for assistance:   SPF records are a type of DNS record that helps prevent Read more

A. Depending on your device and browser here are some ways to create a permanent link directly to the Advantage Anywhere Log In page: First, open your browser and navigate to the log in page (https://abbi.advantageanywhere.com): We recommend using Chrome to enable all the features within Advantage Anywhere. On your Desktop Computer using Chrome: Once you see the log in Read more

A. Notes and activity are recorded on the Contact record of the person you ware working with. To create a note, use the following steps: Click on “+Note/Activity.” (Optional date/time adjustment, default is now according to your computer)  Select a date and time that the task was completed from the blue underlined date, and the boxes containing the time. Under Read more

A.  Here are the steps to creating and completing a Task How to create a task, use the following steps Tasks are created from the contact record of the person you want to follow up with. Navigate to the contact record for this contact. Directly beneath the contacts name, you will see a blue “+Task” button. Click on this button, Read more

A. The built in Chat feature in Advantage Anywhere lets you communicate with other Account Executives from within Advantage Anywhere.   Click on the speech bubble in the top right once you log onto Advantage Anywhere. Once the additional tab opens you’ll see a listing on the left hand side for all the users configured in your system. Click on Read more

A. Want to mention a co-worker or team member in a chat or note so they can view it? Use the available mention feature in the Chat or notes area. To add a mention, type @ and the name of the person you’d like to mention. it would look like this: @marysmith Advantage Anywhere will give you suggested names as Read more

A.  Instructions to clear your cache:   Instructions to clear your cache in Chrome: Open Chrome, Click on the 3 dots link in the top right     Click on ‘More Tools’ Choose ‘Delete Browsing History’   Select ‘the past week’ and the first ‘3 checkboxes’, select ‘clear browsing data’   Instructions to clear your cache in Internet Explorer: Internet Explorer Read more

A. Click on the Pencil next to the contact record name edit, update or change fields, categories, account executive or location:    

A. the ‘Print a letter’ link found within the contact record lets you print an existing letter.  Depending on the template, the letter can be pre-populated with the contact records name, address or any specific piece of information from a field in the contact record.  Most often a template letter is built first using the Advantage Merge fields (blue plus Read more

A. Replicate (previously known as duplicate) is a feature that allows you to create a contact record starting with the contents of an existing record. For instance, you have two referral source contacts at St. Joseph Hospital.  This feature lets you create a contact record for one of the contacts, let’s say Joe’s record.  Once you complete Joe’s record you Read more