Watch this video to learn how to add a link on your home screen to access Advantage Anywhere in one click (Apple iPhone), then use one click to log in. That’s opening the system and logging in, in just two clicks!! For Android, create home screen icon:1. Launch “Chrome” app.2. Open the website or web page you want to pin Read more

We review emails (individual and bulk), find groups and saved searches and discuss the Mobile Advantage Anywhere version. This is a good video for levels of user. (Approx. 12 mins.): View Open Training Part 1 HERE

We dive into tasks and more! General and specific examples, packed full of good information for all users. (Approx. 32 mins.): Click here to watch Part 2: HERE

Wondering about TaskoMatics? Wondering how to use, configure or even why or when, this video goes in depth answering WHY, HOW, WHEN with examples

Missed live training? Watch the 05-19-20 recording of Open Training. We touch on many topics like The Today Dashboard, Tasks, Email Tasks, TaskoMatics and more with tips and tricks included. Due to the length, we have broken this session into 3 videos.

Missed live training? Watch the 05-19-20 recording of Open Training. We touch on many topics like The Today Dashboard, Tasks, Email Tasks, TaskoMatics and more with tips and tricks included. Due to the length, we have broken this session into 3 videos.

You can add an Email Signature to your account. Once added, your signature will auto-populate when you are sending an email (from the contact record). Learn how to create and save your email signature. (Approx. 4 mins.)