Ebix CRM

Eric Burgess — Tue, 15 May 2012 22:32:07 GMT

Posted your question on our new forum:

http://www.linkedin.com/groups?gid=4402430&goback=%2Eanp_4402430_1337120786892_1%2Egmr_4402430%2Egde_4402430_member_115724481

Eric Burgess — Tue, 15 May 2012 22:26:13 GMT

Posted your comment on the new Ebix CRM forum here:

http://www.linkedin.com/groups?gid=4402430&trk=myg_ugrp_ovr

Subject: Households

shansen — Tue, 08 May 2012 20:13:49 GMT

Looking for feedback on how households can be used in Smartoffice. We are new users of Smartoffice and we are trying to determine 1) who we should actually include in a household - what about trust relationships? and 2) impact of creating households on reporting. Any feedback? Thank you

Subject: The Ebix CRM User Forum is moving

Eric Burgess — Fri, 27 Apr 2012 21:41:55 GMT

Ebix has new discussion forums on LinkedIn Our move to the popular social networking site for professionals provides SmartOffice users and Ebix CRM employees with an even better online space in which to interact.

Because of this transition, we will be shutting down our current forums May 31, 2012. Although these forums will no longer be accessible, we will be incorporating some of the more useful content into the SmartOffice Help System in the near future.

To participate in the new forums, simply join the Ebix CRM group on LinkedIn (you ll need a LinkedIn account; it s free to join). We look forward to your participation in the lively conversation about SmartOffice best practices, future system updates, general industry trends and more.

http://www.linkedin.com/groups?gid=4402430&trk=myg_ugrp_ovr

Subject: The Ebix CRM User Forum is moving

Eric Burgess — Fri, 27 Apr 2012 21:40:38 GMT

Subject: Address Verification at entry...

JCRICKS3 — Thu, 19 Apr 2012 18:45:24 GMT

I have been looking for ways to verify address in SmartOffice. My current work around it to use the tool from USPS: https://tools.usps.com/go/ZipLookupAction_input. However, it seems like this should be an easy tool to implement in SmartOffice. I am seeing more examples of an address verification in other programs we use. In those tools they take the street information and zip code and the verify the address by performing the +plus 4 addition to the Zip code. This would be a great tool to have in SmartOffice. What and how long would it take to implement a tool like this? Thank You for your consideration.

Subject: Re: Spouse DOB Filter

jshimer — Fri, 30 Mar 2012 17:57:32 GMT

While you are still unable to directly filter on the spouse's birthday this can be done through advanced filters. The filter would look something like this: "Contact has key relation where DOB is in Current Month (Ignore Year) and Relationship is equal to Spouse." If you need help creating this fitler please contact our technical support department at (855) Ask-Ebix and they can walk you through the process.

John Shimer
Associate Product Manager

shansen wrote:

We are relatively new users of Smartoffice, was on CDS for years. Is it true that this issue is still outstanding? I am trying to create a similar report for Birthdays and I am struggling on identifying the spouse's DOB.

Subject: Spouse DOB Filter

shansen — Tue, 27 Mar 2012 16:54:20 GMT

jshimer — Tue, 21 Feb 2012 22:30:14 GMT

Scott,

Your second option for creating the business record that has special subtype for this is the best option so that way you are able to track down activities/tasks/smartpad notes and even documents by running filters and reports.

Chaim,

Opportunity module might accomplish what you are looking for on thought number 2. This module allows you to track process through activites for marketing purpose. For further assistance please call our technical support line at 626- 585-3515 so they can best understand what you are trying to accomplish and provide a good direction to workflow that already exist in SmartOffice.

jshimer — Tue, 21 Feb 2012 20:37:03 GMT

Integration with iCloud will be added to our enhancement list.

Thank you