Author Archives: KnowledgeBase

Video: Open Training 1-18-19

Recorded 1/18/19 open training session Topic(s): Introductions Using Configuration Options Questions on Configuration Learning More Open Q&A This is a video for both new users and experienced users (Approx. 23 min.)

Video: Must Watch! for All Advantage Anywhere Users

This is a must watch video regarding the use of Advantage Anywhere and complying with the CAN SPAM Act of 2003.  All users need to know how to comply with this act and why they must completely fill out their own contact record. See the complete list of CAN SPAM Act details in the Q & A section. (Length 4 min.) Read more

Video: Recognizing Relationships

Want to recognize a relationship? Wish you could tie contacts together? Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are a primary party or the Realtor/Broker. Watch the video to see Read more

Video: Administrative Access and Administrative Features

MUST WATCH FOR ADMINISTRATORS – Watch this video if you manage a business, location or users.  This video is an introduction to all things for Administrators including: Access levels, adding users, archiving users, restricting access, making changes, viewing dashboards and more (approx. 32 mins.)  

Video: Changing Passwords

Learn more about how to change or reset passwords for both the user and the Administrator. Also includes use of the ‘Forgot Password’ link found on the sign in page. (Length 2 min.)  

Video: Creating a new team member log-in (user account)

Creating a user account step-by-step and how to edit, how to change a users password, change access rights, provide tab access or lock down rights.  Watch this video to learn the various user set up options and how to create and enable an account or archive and terminate access.

Video: Lost and Inactive contacts

Recording lost and inactive or lost and deceased contacts in Advantage Anywhere.  We recommend not deleting any contacts but instead marking them as lost/inactive contacts.  This will preserve the recorded notes and activities any opportunities or past sales or residence.  All of this information is used to populate reports so deleting is not recommended.  Simply change the category of the Read more

Video: Open Training 10-5-18

Recorded 10/5/18 open training session Topic:  New Features and Efficiency Boosters   See how to use both new features and efficiency boosters like ABBI, @mentions, chat, face sheets, vCards and more. This is a video for both new users and experienced users (Approx. 33 min.)

Video: Referral Source Tracking and Reporting

Advantage Anywhere has the ability to track your referrals and referral sources.  Record a referral in a note and listing the referring party and their referral type.  Referrals can then be reported on in 3 ways: by navigating to the contact record and clicking on the connection icon to show referrals provided by this contact or by running a referral Read more