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

EZ Data Customer Support
Track contact related activities - phone calls, appointments, and projects - in the SmartOffice Calendar.
View the movies in the order presented then log in to SmartOffice to practice the functionality presented in each lesson.
The SmartOffice Activity Management Course
Lesson One: Calendar Navigation >>
Lesson Two: Creating a New Activity >>
Lesson Three: Tracked Activities >>
Lesson Four: Activity Options >>
After completing SmartOffice Activity Management, continue on to the next course: SmartOffice Contact Correspondence.
Let us know what you think!
Please take a moment to give us some feedback on the SmartOffice Activity Management Course.
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