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


EZ Data Customer Support
It all begins here! The first SmartOffice training course, SmartOffice Orientation, covers everything you will need to know to navigate through SmartOffice and begin using your system.
View the movies in the order presented then log in to SmartOffice to practice the functionality presented in each lesson.
SmartOffice Orientation
Lesson One: Database Basics >>
6:37
Lesson Two: Logging In >>
2:56
Lesson Three: Resources & Navigation >>
8:00
Lesson Four: Search Tools >>
8:20
Lesson Five: Summary Screen Basics >>
10:22
Lesson Six: Summary Customization >>
12:47
Lesson Seven: Exporting Summary Data >>
6:35
After completing SmartOffice Orientation, continue on to the next course: SmartOffice Contact Management.
Let us know what you think!
Please take a moment to give us some feedback on SmartOffice Orientation.
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