A. We recommend the on-board and off-board resource found here: View PDF Guide
PDF Resource
Q. How can you adjust your margins for printing from within Advantage Anywhere?
A. Printing from Advantage Anywhere is basically printing from a webpage so the margins and configuration are done by one of two options: 1 – If you are printing a letter, we recommend putting the contents of the letter in a table. Even using a one column, one row table allows you to mimic margins. To do this, in Read more
Q. Is there any written documentation on Advantage Anywhere features?
A. There is no written manual or step by step guideline for Advantage Anywhere. The configuration you organization has selected is specific and specialized specifically for your organization. For setup and configuration options, view our administrator section. To provide the best support and answer your questions we’ve taken the time to produce videos, update FAQ’s and provide definitions to assist Read more
Q. How do I print a list of just my referral sources; exporting data to excel spreadsheet?
A. First search for the contacts by putting in search criteria (CONTACTS > SEARCH FILTERS): In the below selections/filter, we are searching for Referral/Partners where Pat is the account executive: Then Select all (in this case 11 records) by clicking the checkmark at the top or the check mark in front of the contacts you individually select: And lastly, Read more