A. Open the Email in the editor, Click on the Source button (upper right). Once you see the raw coding, cut and paste this code in the editor placing it above the first line of code: <body style=”background-color:powderblue;”> Click SOURCE one more time and then Save. Want a different color for the background? Here is a listing of the Read more
Help Desk
Q. How do you flag or short list your favorite reports?
A. There are blue-star outlines to the left of the report names on the Reports page. Clicking on the star to the left of a favorite report will short-list it on the right hand side of the reports page. This will allow you to quickly and easily find your favorite reports and click to run them from either location. See Read more
Q. I’m clicking on things and nothing happens, why?
A. You may have your pop up blocker on in your browser. Typically there is a notice, sometimes in yellow, that is visible at the bottom of the page or in other browsers near the top. This is letting you know your settings are on to block pop ups. To enable pop up’s only on the Advantage Anywhere site follow Read more
Q. How can I make the blocks / reverse printing with white text and colored background on my email?
A. The editor allows you the ability to change the background color of a cell. Navigate to the cell you’d like to have colored and right click this will show you the options, choose CELL, CELL PROPERTIES. This gives you the ability to set the background color. You can select from the color selection boxes or you can add a Read more
Q. I would like to retain some new data for a contact record, can we do that?
A. Your database is configurable and can be used to record and capture various types of information in the Contact Records. You can record answers to specific questions or put contacts using drop downs, text fields, custom selections drop down and more. For instance, you have a prospect interested in one of your services/products. You can configure a field which Read more
Q. How do I get my Prospects or Referral Sources to display on the Today Dashboard?
A. The top right portion of the dashboard is populated with your top Prospects or using the radio button, toggles to view top Referral Sources. This information comes from the contact record, specifically the ranking fields. These fields can be made to display in this section by altering your field name used for Prospect ranking and Referral Ranking. Those ranking Read more
ACCOUNT EXECUTIVE or A/E – definition
Account Executive: an Account Executive is a staff member, employee and Advantage Anywhere user. Often abbreviated as A/E the Account Executive has a unique log in and password which ties to their ‘smart’ contact record. The category for A/E is decided during implementation but is often called Staff, staff member, employee or sales counselor. The category for the A/E’s is Read more
Q. I would like to see the report I’m viewing in Excel, can I export it?
A. All reports can be exported into Excel for further manipulation. Simply highlight all the data in the report on screen in Advantage Anywhere, right click and choose copy. Open Excel or another program and choose paste. In most instances the columns, rows and fields will all retain their original placement and can be manipulated from there.
Q. Can you search for words saved in a note or discovery guide?
A. Yes you can use the KEYWORD SEARCH to search on a word/words saved in a note or Discovery Guide. Remember making a note about their dog, house, family or other item? Now search on the information easily to locate the associate contact. Example: I remember talking to a prospect and he mentioned his dog named Bo. You can Read more
Q. Is it possible to delete open tasks?
A. Yes, you can delete uncompleted tasks. Perhaps you have a task you want to cancel, delete or just plain want to make it go away. Here’s how; from the TASK page, click on the person’s name for which the task is for and this will take you to the contact record. Once there, click on TASKS/TASKOMATICS for this contact Read more