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).
Author Archives: KnowledgeBase
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
Video: Deleting a Task
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
Video: Reports
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