Ebix CRM
CRM Solutions for Insurance and Financial Services
Canada   Contact Us


EZ Data Customer Support

E-Z Data is pleased to introduce SmartOffice 5! This latest version of SmartOffice includes many new features as well as enhancements to virtually all areas of the system.

SmartOffice 5 reflects E-Z Data's commitment to making the system easy to use by improving navigation and consistency while continuing our efforts to reduce keystrokes.
As one example, reporting capability has been significantly improved in SmartOffice 5, making it easier to locate the information required to sell products and service clients and prospects.
Additional enhancements to the system include:
  • Expanded Security Settings
  • Streamlined Data Entry
  • SmartCalendar Enhancements
  • HTML Email Features
  • Simplified Pending Case Add Process
To see some of the exciting changes and new features in SmartOffice 5, view the New Features in SmartOffice 5 Overview. For a comprehensive listing of all updates in SmartOffice 5, download the Summary of Changes Guide.
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.
Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback