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

Using the Custom Contact Report Creation tool. Step by step record creation in real-time. Tips and ways to use custom contact reporting to send bulk emails, export contacts or letters.(Approx. 6 min.)  

An open training session recorded.  Great intro for both new and existing users.  Good pointers and info for everyone.  Topics covered include: Contact records, finding duplicates, searching, using search filters, running reports, taking notes and recording activity.  Some marketing and follow up suggestions.  

Learn more about making notes and recording activity for viewing later and populating reports. (Length 4 min.)