Ebix CRM

Subject: Insurance Policy Module

Bonnie Silverman — Wed, 25 Jan 2012 23:21:27 GMT

I am a long time CDS/Smart Office user and run a one person office. The Insurance Policy module and PreSale Activity features are vital to my operation. In addition to Life Insurance, I also sell Commercial Property and Casualty Insurance. However, Smart Office only has Insurance types for Personal lines of Property & Casualty, nothing for Commercial Lines. Are there other users who sell Commercial P & C out there, who could benefit from tracking these insurance policies for their commercial clients, so that EBIX could add these Policy Types to the default selections?

Subject: cross platform solely needed

ESkelly — Sun, 22 Jan 2012 20:30:20 GMT

I cannot agree more with the others. If EBIX is not committed to having Firefox, Safari and Chrome browers as an option to its users, and fully implementing changes to integrate Apple users it would be very short sighted. SmartOffice is THE only application that is drving us to use Parallels on the Mac OS. It will soon become a business decision for us as well.

Subject: iPad, iCloud and SmartOffice activity synchronization

erintom — Wed, 04 Jan 2012 21:03:14 GMT

How can I get the SmartOffice/Outlook sync to work with iCloud so I can co-ordinate business activities on my iPad ? Detailed instruction would be appreciated. Thank you.

Subject: Mail Merge-Creating Labels

jkbutler — Wed, 09 Nov 2011 21:42:27 GMT

I called support today to get help on editing merged labels. The only way I have been able to edit my output is by selecting Preview All, then print. The problem is that there is then a "read only" message on the output, even when you save it to word.

Do you have a timeline for producing more easily editable label output?

Thanks,
Jennifer

Subject: KYC- unreportable????

SCD — Thu, 20 Oct 2011 14:27:32 GMT

After several days of searching through the SO help system and a couple calls to tech support, I've found that you cannot create Reports based on your custom KYC fields. While custom fields come up as options for Report filters, when you enter them, they don't work. EBix should seriously fix this- I know there is the Custom fields tab, but it can't be organized nicely like the KYC tab. The KYC feature would be so great if reporting worked

Subject: Custom Fields in PCM Requirements

chaim — Thu, 06 Oct 2011 22:21:16 GMT

in the PCM Requirements there is a section for "Medical Requirement Details" and another section for "Reimbursement Info".

many times the requirement is not related to either of the 2, yet we still have some special field'ed data we would like to store for this particular Requirement.

how about this idea, the requirement should have a custom field section which should be customizable for each requirement type?

Subject: Add Priority Field to "Requirement Follow-Up's"

chaim — Wed, 05 Oct 2011 14:56:34 GMT

in our office each employee has numerous followup's* for each day, it would be really helpful to have a priorty field for each requiremnet so we can sort it accordingly (just like you have in the Activities).

Underwriting Requirements - PCM
Policy Owner Services Requirements - POS
Delivery Requirements
...
basically for all Requirements coming up when navigating to Insurance > Requirement Follow-Ups

bwalter — Mon, 26 Sep 2011 21:20:27 GMT

OK, I know how you delete the household. You will go to the Household tab in the client record and select the trash can. It will then have you confirm the deletion. Once confirmed you will go back into the wife's record and add the husband as spouse. This should cause the system to put her name first on correspondence.

Hope that helps.

Brooke

bwalter — Mon, 26 Sep 2011 21:15:56 GMT

Hi Again,

I believe it always lists head of household first on the address line when preforming a mailing. So, I believe you have to delete the household and recreate the household by adding the husband to the wife's record. This will then designate her as the head of household and her name should appear first on correspondence. I have forgotten how to delete households though I hope this helps.

Best,

Brooke

Kathy — Mon, 26 Sep 2011 18:52:58 GMT

No, the female is the primary client, but not head of household in SmartOffice