Author Archives: KnowledgeBase

Video: 7 Ways to Clean Up Advantage Anywhere Data

There are 7 recommendations from March 2014’s open training session for cleaning up your data.  Everything from locating past prospects to revive to deleting Tasks on your Tasks page you just aren’t going to do..  Learn how to keep your contacts engaged and your contacts up to date with this video (Length 20 minutes).

Video: New User Introduction to Advantage Anywhere

This video is an introduction to Advantage Anywhere with a list of items to complete and know before getting started in Advantage Anywhere.  If you are a new user we recommend you start here.  If you train new employees or frequently answer questions at your location, this video is for you.  (Length 8 min.)

Video: Today Link

The Today link, it’s uses and how it relates to the other links and functions within Advantage Anywhere. Watch to see how to use the Today link for your daily routine. (Length 4 min.)

Video: Deleting a Task

Yes, you can delete an active task. Watch this video to learn how to delete a task whether it’s an individual task or a task within an active TaskoMatic. It’s quick and easy to delete an open task, watch the video to learn more. (Length 3 min.)

Video: Social media posting from within Advantage Anywhere

Advantage Anywhere has a social media module which let’s you connect to your social media and create and post in one click.  Link your Twitter, LinkedIn or Facebook pages to Advantage Anywhere and post away.  The module even lets you post to company pages within Facebook.  Watch the video to see live postings to social media locations, all from within Read more

Video: The Home Icon

Watch this video to learn more about the Home icon in the upper left-hand corner of Advantage Anywhere. When and how to use to assist in quicklinks for Advantage Anywhere. (Length: 2 min.)

Video: Reports

Learn about reports, where to find them and what to expect when running reports.  Learn about the Contact Touch Report, how and when to use it. (Length 6 min.)

Video: Waitlists (using Fields/legacy method)

Learn how to create a waitlist or waiting list in your Advantage Anywhere database.  This is for Advantage Anywhere users who have Waitlist Fields already configured in your database.  Note some communities who track Occupancy may use the Occupancy tab within the contact record to record deposits.  Contact support if you need clarification or would like to set up Wait list options within your Read more