A. Follow up is a link to show you all the scheduled follow up for a contact. Create New Tasks, Start Follow Up Assistant or Start a TaskoMatic all from here. Or view those follow up items created but not yet complete or due. Learn more about Tasks, the Follow Up Assistant and TaskoMatics under each specific search items. Read more
Help Desk
Q. How do I use Search Filters to find contacts?
A. Follow up is a link to show you all the scheduled follow up for a contact. Create New Tasks, Start Follow Up Assistant or Start a TaskoMatic all from here. Or view those follow up items created but not yet complete or due. Learn more about Tasks, the Follow Up Assistant and TaskoMatics under each specific search items. Read more
Q. I am clicking on links in Advantage Anywhere and I don’t see anything happening – I should see something?
A. First, try a refresh with F5 or CONTROL F5. If you are still not seeing anything happening when you click on a blue link try allowing Pop-ups for Advantage Anywhere in your browser. For step by step instructions click on this FAQ item: https://kb.advantageanywhere.com/q-im-clicking-on-things-and-nothing-happens-why/
Q: Should I delete a user or archive a user?
Archiving a user = keeping the notes they took, the activities recorded, keeping the sales/opportunities/move-in’s created while they were a user is retained. Deleting a user = reverting saved notes with no account executive, no account executive listed as A/E on contacts, appointments will be without an A/E, sales/opportunities/move-in’s lose the account executive links. A: BEFORE you delete or Read more
Q. How do I add to the source list/How did you hear about us options list?
A. Adding on to the list of Sources/”how did you hear about us?” list of selectable options is easy. Contact your administrator or contact the Help Desk and request an add to the “How did you hear about us source list”. As an Administrator, you can add to the list of campaigns/sources under Administration > Campaigns. Adding is easy, click Read more
Q. Having trouble with my microphone, it works in Google but not on Advantage Anywhere, help.
A. {Advanced Solution}: The first solution to try to fix this problem can be found here : Microphone Fix If the microphone responds/functions at google.com when clicking on the microphone found there but not on Advantage Anywhere database, we recommend following these steps to modify your browser settings. Open Google Chrome. Click the three dots icon in Read more
Q. How do you set up the email inbox?
A. To enable the email inbox, you must have this tab enabled. Contact Support or your Administrator for access rights. Once you see the email inbox link in the main menu, click Add Email Account. Fill out the pop up form with the necessary credentials: The most used selections are already selected, however, update a necessary to make the Read more
Q. I just had a microphone installed on my computer and it works but it does not work in the Advantage Anywhere application, help.
A. All microphone settings are in your computer and/or browser. Advantage Anywhere does not control these features. Here’s how to change the settings in your Chrome (recommended as this is the only platform that has microphone technology to date): Navigate and log into your Occupancy Advantage/Advantage Anywhere database. Once you are logged in, look in the address bar at the Read more
Q. I am sending email, it shows sent but it’s not in my inbox, help?
A. If you are sending emails to yourself and you are not seeing them in your inbox check these items: Make sure the email address logged in your log-in/contact record is correct and up to date. To view your contact record, click on your name or the head/shoulders icon in the top left once you’ve logged in. This will Read more
Q. What are Responsibilities?
A. Responsibilities help to define a person’s role in a relationship. Responsibilities can be used to identity the Primary Contact, the Responsible Party, the Power of Attorney and more. These are attributes given in the relationship section and can help with determining the roles of the family members, related parties, friends or other acquaintances. Administrators can modify the list of Read more