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


EZ Data Customer Support

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.

 

 

 

Copyright 2012 Ebix, Inc. Terms of Use Privacy Policy Sitemap Send us Feedback
s