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 the decision maker, or partner. Watch the video to see how 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.)