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.)  

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.

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

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.)

Use the available Replicate feature to make a similar contact.  Replicate a contact to separate a married couple, having one contact for the husband and one for the wife.  Another example is using replicate to create a partner or professional contacting working at the same company or organization, easily.(Approx. 7 mins.)

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: