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Every other week a new Fast Class movie will be published on the SmartOffice Training and Support home page. Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. A comprehensive listing by date of all previously published Fast Classes appears below. 

Volume 113: Uploading a Document
Published March 14, 2008
Volume 112: Copying SmartPad Notes
Published February 29, 2008
Volume 111: Headers and Footers
Published February 15, 2008
Volume 110: Sending Broadcast Messages
Published February 1, 2008
Volume 109: Data Import
Re-Published January 18, 2008
Volume 108: Letter Usage Report
Published January 4, 2008
Volume 107: Viewing Record Totals
Published December 21, 2007
Volume 106: Printing Envelopes
Published December 7, 2007
Volume 105: Creating Labels
Published November 9, 2007
Volume 104: Advanced Date Filters
Published October 26, 2007
Volume 103: Calendar Reports
Published October 12, 2007
Volume 102: Activity Search
Published September 28, 2007
Volume 101: Ten Year Term Renewals
Published September 14, 2007
Volume 100: Excel Templates
Published August 31, 2007
Volume 99: List Customization
Published August 17, 2007
Volume 98: Appending SmartPad Notes
Published August 3, 2007
Volume 97: Dynamic Report Download
Published July 20, 2007
Volume 96: Resetting Passwords
Published July 6, 2007
Volume 95: Importing Microsoft Word Documents
Published June 22, 2007
Volume 94: SmartLink for Labels
Published June 8, 2007
Volume 93: Contact Assignment
Published May 25, 2007
Volume 92: System Filters III: Policy Data Mining
Published May 11, 2007
Volume 91: System Filters II: No Client Contact in the Last Year
Published April 27, 2007
Volume 90: System Filters I: Introduction
Published April 13, 2007
Volume 89: Changing Area Codes
Published March 30, 2007
Volume 88: Keyboard Shortcuts
Published March 16, 2007
Volume 87: Favorite Dynamic Reports
Published March 2, 2007
Volume 86: Sorting and Grouping Summary Data
Published February 16, 2007
Volume 85: Policy Upselling
Published February 3, 2007
Volume 84: Export to Excel
Published January 19, 2007
Volume 83: Data Import
Published January 5, 2007
Volume 82: Prospect Follow-up with Mass Activity Creation
Published December 22, 2006
Volume 81: Printing Envelopes
Published December 8, 2006
Volume 80: Creating Labels
Published November 10, 2006
Volume 79: Building Filters for Age 70 1/2
Published October 27, 2006
Volume 78: LTC Prospecting
Published October 13, 2006
Volume 77: Dynamic Report Overview III: Data
Published September 29, 2006
Volume 76: Dynamic Report Overview II: Dynamic Reports
Published September 15, 2006
Volume 75: Dynamic Report Overview I: Filters
Published September 1, 2006
Volume 74: Dynamic Report Download
Published August 18, 2006
Volume 73: Optimal Internet Explorer Cache Settings
Published August 4, 2006
Volume 72: Appending SmartPad™ Notes
Published July 21, 2006
Volume 71: Deleting Contacts
Published July 7, 2006
Volume 70: SmartOffice Branding
Published June 23, 2006
Volume 69: SmartLink for Laser App
Published June 9, 2006
Volume 68: SmartOffice Context Menus
Published May 26, 2006
Volume 67: The Custom Form Letter
Published May 12, 2006
Volume 66: SmartLink for Quik! Forms
Published April 28, 2006
Volume 65: Column Search Feature
Published April 14, 2006
Volume 64: New SmartCaseManager Features
Published March 31, 2006
Volume 63: New Features in SmartOffice v5.1
Published March 17, 2006
Volume 62: Managing Duplicate Contacts
Published March 3, 2006
Volume 61: Creating a Contact Phone List
Published February 17, 2006
Volume 60: Important Dates Posting
Published February 3, 2006
Volume 59: Dynamic Report Sorting and Display Options
Published January 20, 2006
Volume 58: Creating Recurring Activities
Published January 6, 2006
Volume 57: System Filters
Published December 23, 2005
Volume 56: HIPAA Compliance Features
Published December 9, 2005
Volume 55: Creating Envelopes
Published November 23, 2005
Volume 54: Creating Labels
Published November 11, 2005
Volume 53: Data Import
Published October 28, 2005
Volume 52: The Consolidated SmartPad™
Published October 14, 2005
Volume 51: Importing Microsoft® Word Documents
Published September 30, 2005
Volume 50: Sorting and Grouping Summary Data
Published September 16, 2005
Volume 49: Optimal Internet Explorer Cache Settings
Published September 2, 2005
Volume 48: Summary Spreadsheet Customization
Published August 19, 2005
Volume 47: SmartLink for Microsoft® Outlook® Email
Published August 5, 2005
Volume 46: Sending Broadcast Messages
Published July 22, 2005
Volume 45: Working with Spouse Merge Codes
Published July 8, 2005
Volume 44: Activity Search
Published June 24, 2005
Volume 43: Changing Area Codes
Published June 10, 2005
Volume 42: Excel Templates
Published May 27, 2005
Volume 41: Keyboard Shortcuts
Published May 13, 2005
Volume 40: Policy Upselling
Published April 29, 2005
Volume 39: Dynamic Report Download
Published April 15, 2005
Volume 38: Life Settlement Prospects
Published April 1, 2005
Volume 37: Laser App Integration
Published March 18, 2005
Volume 36: Integration with Profiles+ Professional
Published March 4, 2005
Volume 35: Business Contact Report
Published February 18, 2005
Volume 34: New Training Resources for SmartOffice 3.5
Published February 4, 2005
Volume 33: Mass Activity Creation
Published January 21, 2005
Volume 32: Export to Excel
Published January 7, 2005
Volume 31: LTC Prospecting
Published December 23, 2004
Volume 30: Important Dates Posting
Published December 10, 2004
Volume 29: Creating Envelopes
Published November 26, 2004
Volume 28: "Cache" Management
Published November 12, 2004
Volume 27: Label Creation
Published October 29, 2004
Volume 26: IRA Contribution History
Published October 15, 2004
Volume 25: Ten-year Term Renewals
Published October 1, 2004
Volume 24: Building Filters for Age 70 1/2
Published September 17, 2004
Volume 23: Building Filters for the Half
(Filtering for age nearest birthday)
Published September 3, 2004
Volume 22: The Custom Form Letter
Published August 20, 2004
Volume 21: Duplicate Contacts
Published August 6, 2004
Volume 20: The Consolidated SmartPad
Published July 23, 2004
Volume 19: Employee Census Import
Published July 9, 2004
Volume 18: Contact Super Add
Published June 25, 2004
Volume 17: Case Study - The Annual Review
Published June 11, 2004
Volume 16: Envelope Creation
Published May 28, 2004
Volume 15: Label Creation
Published May 14, 2004
Volume 14: Activity Auto move
Published April 30, 2004
Volume 13: Time Zone Adjustment
Published April 16, 2004
Volume 12: Record Privatization
Published April 2, 2004
Volume 11: Smart Office Alerts
Published March 19, 2004
Volume 10: Using Headers and Footers
Published March 5, 2004
Volume 9: Letter Usage Report
Published February 20, 2004
Volume 8: Copying SmartPad Notes
Published February 6, 2004
Volume 7: Advanced Search Tools
Published January 23, 2004
Volume 6: Useful Internet Tools
Published January 9, 2004
Volume 5: Contact Reports
Published December 26, 2003
Volume 4: Outlook E-mail Interface
Published December 12, 2003
Volume 3: Advanced Date Filters
Published November 14, 2003
Volume 2: Calendar Activity Reports
Published October 31, 2003
Volume 1: Important Dates Posting
Published October 17, 2003

The following Fast Classes were published with the Core Smart Office Classes on October 1, 2003.

Client File: Defining Custom Fields
Calendar: Creating Recurring Activities
Letters: Creating Templates
Letters: Run Time User Inputs
Filters, Sets, and Dynamic Reports: Exporting Spreadsheet Data
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.

 

 

 

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