6 of the Latest & Greatest SmartOffice Changes

SmartOffice has just released its first update for 2017. In a new video, Director of Product Management, Bryan Eshelbrenner, has highlighted 6 of the latest and greatest changes SmartOffice users can take advantage of. Here’s a look at the changes: Hi, I’m Bryan Eschelbrenner from Ebix here to go over some of the highlights in SmartOffice 2017 Release 1 available [now]. 1. Ever go to add a customer in SmartOffice, only to find out you’re out of available fields? Well, try again now. We’ve added 20 fields or more to every data type on every custom field object in SmartOffice. As always you can add these fields to your page layouts, you can add them as columns to your reports and they’re available as merge codes on your letter templates. 2. For those of you who bounce back and forth between SmartOffice Anywhere and SmartOffice Pro, it can be frustrating …


You Asked. We Answered. Your Top 5 SmartOffice Questions

SmartOffice, Top 5 Questions, Training, Help, SmartOffice Pro, Mobile App

If you’re a SmartOffice user you are intimately familiar with the life changing benefits of this industry leading agency management system that include streamlined client management, increased sales revenue, higher client retention, a surge in productivity; we could go on, but we’d be preaching to the choir. In keeping with the spirit of SmartOffice, we are constantly striving to make your life easier.  So we collected your top 5 SmartOffice questions and sat down with our support team to get the answers you seek. What web browsers support SmartOffice? A: SmartOffice Pro, the newest version of SmartOffice which launched this month for all of our users, is browser independent, meaning you can use your favorite CRM on your favorite browser. Is SmartOffice supported on Windows 10? A: Yes, SmartOffice is supported on Windows 7, 8.1 and 10 (32 and 64 bit). Can SmartOffice sync with your Outlook contacts and calendar …