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1. Administrators only: Configure your office and add users
Each office should have at least one person who is designated as the SmartOffice administrator. This person will be responsible for defining office default settings, creating user accounts, assigning licenses, and establishing any security needed within the office itself. This is generally the person who will be the primary support contact with E-Z Data.

The SmartOffice administrator should attend our free web-based Administration training class before adding any users to SmartOffice. This class is led by an E-Z Data representative and is offered at convenient, regularly scheduled times to ensure that SmartOffice is properly configured to meet your company’s unique business requirements. The class schedule and registration information is available via the following link:

  >>Access the Training Reservation Calendar
  If you have been designated as the administrator and are unable to attend this session, download the corresponding Implementation Guide available via the following link. The guide is quite comprehensive and contains all the information covered in the live training classes.
  >>Download the SmartOffice Implementation Guide (pdf format)

2. Attend one of our FREE training sessions
We offer a free Getting Started with SmartOffice class designed to give all users a general introduction to SmartOffice navigation, functionality, and helpful resources.

It’s a good idea to attend this training session before you ever log in to SmartOffice to ensure that you have enough base knowledge to navigate to the calendar, search for contacts, access additional training resources, etc. Essentially, we want to give you the tools you need to be productive right out of the gate without spending an extra dime!

The class schedule and registration information is available via the following link:
  >>Access the Training Reservation Calendar
  Each new user receives an e-mail containing the web address needed to access SmartOffice as well as their User Name and Temporary password. Upon your initial login, a number of things happen:
  • You are prompted to change your temporary password to a permanent password.
  • You are prompted with a wizard that helps you automatically configure your Internet Explorer settings to ensure optimal SmartOffice performance.
  • The SmartStart Training Wizard displays.
  Note: Pop-up blockers and spyware on your computer can cause problems when you attempt to log in to SmartOffice. If you encounter difficulties when logging in, please refer to the Avoiding Login Problems guide.
  The SmartStart Training Wizard allows you to select a training program based upon your specific job function. Once the role is selected, a customized class schedule is created that is designed to help you fully leverage the tools and features available in SmartOffice.

With SmartStart you don’t have to worry about trying to learn everything at once. The material is broken up into short, easy to watch videos. If you spend just 20 minutes a day on training you will be an expert in no time. If you spend no time on training, you may never reap the benefits of all the powerful tools SmartOffice has to offer!

You need not remember to watch the training classes as SmartStart will provide you with a training reminder each time you login to SmartOffice.
  If you currently have contact data in another program, it can be imported into SmartOffice. Follow the instructions in the Affiliate Program CSV Export Guide to begin this process. The guide covers exporting data out of ACT!™, Advisor's Assistant, Goldmine®, Microsoft® Outlook®, and Palm™ Desktop.
  >>Download the Affiliate Program CSV Export Guide
It is very important to continue with SmartOffice training to ensure that you get the most out of your SmartOffice investment. We offer a number of training options that make it possible to receive training quickly, easily, and without spending another dime!
  • Live web-based training sessions: Click the following link for the class list and scheduling information. >> Access the Training Reservation Calendar
  • Recorded training sessions: We offer an extensive library of training classes available from our Web site. Unlike other vendors' products, SmartOffice is specifically designed for financial services professionals so the concepts presented in the classes are relevant and meaningful and can be directly applied to your practice.
  • User Guides:  SmartOffice Online user guides are available via the following link: http://www.ez-data.com/support/smartofficeUser.shtml
  • Fast Classes: Every other week, each SmartOffice Online user receives a Fast Class via e-mail that offers training on advanced tools and functionality not covered in the basic lessons.

We recommend that you spend approximately 30 – 60 minutes a day on additional SmartOffice training for at least the first week.

Contacting our Training Department
If you would like to schedule customized web-based or on-site training sessions, please contact Marlon Urias, Manager, Training Services at (626) 585-3505 ext. 7312 or marlon@ez-data.com.

Accessing Support Resources

You may e-mail non-critical issues or questions to our support team at support@ez-data.com.
Turnaround time on questions submitted via e-mail or fax is 24 hours (Monday through Friday); however, in most cases, e-mail questions receive a reply much more quickly--usually in the same business day.

Phone Support:
If you have an urgent or complicated issue it is best to phone our support team at
(626) 585-3515. Our normal business hours are Monday through Thursday, 7:00 a.m. to 5:00 p.m. PST and Friday, 7:00 a.m. to 1:30 p.m. PST.

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