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Video: TaskoMatics

Learn more about TaskoMatics by watching this video.  Learn how to launch, complete and stop a TaskoMatic.  How to tell if your contact is on a TaskoMatic and more.  (Length 23 min.)

Video: Administration and Configuration

Configuration options available with Administrative access. Learn more about creating fields, campaigns/sources, user access and rights, finding deleted contacts and more (approx. 14 minutes). Leave a Reply Logged in as advankb2. Log out »CommentCopyright 2018. Powered by AdvantageAnywhereSkip to toolbar About WordPress Advantage Knowledge Base Customize 63 Plugin Updates, 3 Theme Updates 00 comments awaiting moderation New Edit Post Search Howdy, advankb2 Log Out

Video: Open Training 2/15/19

Recorded 2/15/19 open training session Topic(s): Introductions Using the Editor Uses for the Editor Open Q&A This is a video for both new users and experienced users (Approx. 37 min.)

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: 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: 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: ABBI and Advantage Anywhere Mobile

Advantage Anywhere is now mobile friendly! Log in and select the mobile site in the bottom right hand corner – it’s a finger friendly lite version of Advantage Anywhere. Things you’d do on a smart phone or smaller device are still at your fingertips. See the mobile version of Advantage Anywhere below: