E-Z Data Inc.

RE: The Page Cannot be Displayed

Tanguiano — Fri, 10 Oct 2008 02:37:58 GMT

You can also click the back arrow button rather than refresh.
Tiffani

RE: The Page Cannot be Displayed

Sara Viramontes — Thu, 09 Oct 2008 22:59:45 GMT

dzonghi wrote:

I have seen posts about being logged out, but it seems that in my office we have to refresh our browers a lot.

When I am in the middle of doing editing on a clients information I will be ready to save and then get a Page Cannot be Displayed error in SmartOffice and will have to hit the refresh button which makes me have to go all the way back and retype anything that I just updated.

Any explanation on why this is happening or what can be done? Anyone else having this same issue?

The first step in correcting this issue would be to use our SmartAnalyzer tool available at the following address:

https://www.ez-data.com/support/

This tool will check your browser settings to make sure that they have been optimized for use with SmartOffice.

If the issue persists, you will want to contact our Technical Support department for more help troubleshooting the issue. You may reach Support by phone at 626 585 3515 or by email at support@ezdata.com.

Thanks,
Sara

The Page Cannot be Displayed

dzonghi — Thu, 09 Oct 2008 14:23:14 GMT

RE: Filters

Sara Viramontes — Tue, 07 Oct 2008 01:08:29 GMT

dzonghi wrote:

Is there a way to build a filter using type and primary advisor?

I am trying to build a list of a specific advisors clients/prospects, from there I want to be able to pull up that specific advisors clients/prospects with birthdays coming up in the next month.

Any help would be appreciated.

The best way to gather this kind of information from SmartOffice is through a Dynamic Report.

You may create a Dynamic Report by using the side menu and selecting Reports > Dynamic Reports > New > Contacts/Businesses. From here you will then select the columns you want to show in the report and build a filter to mine the data you need.

I have created an example report which you may import into SmartOffice and adjust as needed to get the data you want. You can download the file below (right click on the link and select Save As to save it to your local computer):

ftp://forum:forum@ftp.ezdata.com/BDAY_PrimaryAdvisor.xml

Once you've saved the file to your local computer, please do the following to import it into SmartOffice:

1. From the Side Menu select Reports
2. Click Search
3. From the Menu, select the option for Import - Dynamic Report Definition
4. Browse to the file you just saved and click OK

Once you've imported the file, search for the report which will be called, "Birthdays Next 30 Days - Sorted by Primary Advisor"

RE: SmartPad Data Tree

Sara Viramontes — Mon, 06 Oct 2008 23:37:36 GMT

dzonghi wrote:

My office is having an issue with the SmartPad and that everytime we schedule an appointment and then have to reschedule an appointment we get a tree of rechedules. Is there a way to have the rescheduled appointment just replace the original?

Thank you

This structure is for historical purposes. There is no way to turn off the tracking feature that appends the notes to the activity. We are currently exploring the possibility of having the tree structure collapsed by default. This way you will only see the most recent change to the activity.

RE: Mine data from excel

John Stiefeling — Mon, 06 Oct 2008 22:16:13 GMT

Grant wrote:

I was wondering if there was a way to retrieve data from the excel side rather than exporting lists to excel.

In other words: when opening an excel spreadsheet, the excel spreadsheet query's SmartOffice (prompting the username and password), and then gathers the information into the spreadsheet.

Hi Grant,

We do have a development kit that can accomplish this, please contact us directly to see if tailoring a solution for your practice is worthwhile and practical.

Best,
John

RE: SmartPad

John Stiefeling — Mon, 06 Oct 2008 22:13:12 GMT

jsteger wrote:

SmartPad entries not visable to all users. Notes are not being privatized, however a couple of our users the smartpad appears empty.

Hi J,

The best answer is to contact technical support as this is a strange one, however here are few things to look at:

1. Is office security on? Might try turning off office security after hours and seeing if that user account can see the SmartPad notes. If yes - make sure that the user who isn't seeing them is in the contact record user assignments list

2. Even if nothing is in the privatization for those notes - try adding a new user and then clearing it.

Best,
John

SmartPad

jsteger — Mon, 06 Oct 2008 21:05:11 GMT

SmartPad entries not visable to all users. Notes are not being privatized, however a couple of our users the smartpad appears empty.

Mine data from excel

Grant — Fri, 03 Oct 2008 20:20:09 GMT

Filters

dzonghi — Fri, 03 Oct 2008 19:34:30 GMT