This video shows how to add a link from your home screen to Advantage Anywhere in one click (Apple iPhone), then one click log in. That’s logged in in just two clicks!! For Android, create home screen icon:1. Launch “Chrome” app.2. Open the website or web page you want to pin to your home screen.3. Tap the menu icon (3 Read more

We review emails (individual and bulk), find groups and saved searches and discuss the Mobile Advantage Anywhere version. This is a good video for levels of user. (Approx. 12 mins.): View Part 1 HERE

We dive into tasks and more! General and specific examples, packed full of good information for all users. (Approx. 32 mins.): View Part 2 HERE

Missed live training? Watch the 05-19-20 recording of Open Training. We touch on many topics like The Today Dashboard, Tasks, Email Tasks, TaskoMatics and more with tips and tricks included. Due to the length, we have broken this session into 3 videos.

Missed live training? Watch the 05-19-20 recording of Open Training. We touch on many topics like The Today Dashboard, Tasks, Email Tasks, TaskoMatics and more with tips and tricks included. Due to the length, we have broken this session into 3 videos.

How to set follow up and use the tools in Advantage Anywhere to create a referral strategy. A strategy to ensure each referral has the same follow up. Watch this training session to learn more about converting an organization’s strategy into a time saving sequence (Approx. 20 mins.)