| Fast Classes spotlight advanced tools and functionality and serve as a supplement to the Core Courses offered on this web site. The following Fast Classes cover tools unique to the SmartOffice Client File. |
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Advanced Search Tools
The Advanced Search Tools give you the option to perform a contact search based on city, state, zip code, account number, or phone number information. You can also perform a contact search using a filter saved in SmartOffice.
Runtime 4:06 |
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Appending SmartPad™ Notes
Now you can add additional content to a SmartPad™ record while preserving the content and date of the original note.
Runtime 1:48 |
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Changing Area Codes
When an area code change happens, hundreds of phone numbers captured in SmartOffice can be affected. The Area Code Change tool makes it possible to quickly change area codes in SmartOffice in a few simple steps!
Runtime: 5:02 |
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Contact Reports
Learn how to generate contact detail and phone list reports. Reports can be run for individual or multiple contacts.
Runtime 6:17 |
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Contact Super Add
One of your contacts has just given you a referral for family that would make ideal prospects. Rather than using the add button to add each family member separately, you can use the Super Add button to create all the family records at once, join them in a new Household record, and add SmartPad notes.
Runtime 7:51 |
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Copying SmartPad™ Notes
Copy a SmartPad note from one contact record and add it to the SmartPad of another contact in SmartOffice.
Runtime 3:35 |
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The Consolidated SmartPad™
Need to review important SmartPad information for two or more contacts at one time? SmartOffice gives you the ability to view SmartPad records for multiple contacts in one consolidated SmartPad.
Runtime 4:35 |
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Creating a Contact Phone List
Creating a contact phone list for a select group of contacts is quick and easy.
Runtime 2:19 |
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Data Import
Save time by imorting data from a .csv file into SmartOffice. This Fast Class covers the proper formatting of data to be imported and how to map data from a .csv file to specific fields in SmartOffice.
Runtime 12:55 |
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Defining Custom Fields
Modify Custom Field labels for multiple field types and use the Custom Fields to capture data critical to your practice.
Runtime 3:47 |
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Deleting Contacts
From time to time it may become necessary to delete contacts from SmartOffice. The Summary of Deleted Contacts in SmartOffice makes it easy for you to manage deleted contacts and protect your valuable data.
Runtime 4:07 |
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Duplicate Contacts
Want a quick way to check for duplicate contacts in SmartOffice? The Duplicate Contacts utility will search for duplicate individual and business contacts with sophisticated RMAs (Record Matching Algorithms). Once duplicate contacts have been found, use the Record Merge tool to clean up your system and preserve important information that may be unique to each duplicate record.
Runtime 6:58 |
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Employee Census Import
You’ve got hundreds of contacts to enter into the Employee Census of a business record in SmartOffice. You can spend all day adding the contacts by hand, or you can quickly import the contacts directly into the Employee Census of the business record using the Employee Census Import tool.
Runtime 11:32 |
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Export to Excel
SmartOffice allows you to store an amazing amount of data for each of your contacts. From time to time, you may need to export some of that data to add it to a report or e-mail it to a client. Data from virtually any Summary screen in SmartOffice can easily be exported directly into Microsoft Excel.
Runtime: 5:22 |
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HIPAA Compliance Features
This Fast Class edition will demonstrate the HIPAA workflow that you can use to help you ensure that HIPAA protected insurance products, individual contacts, and letters are correctly identified in SmartOffice.
Runtime 9:29 |
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Keyboard Shortcuts
Let SmartOffice keyboard shortcuts save you time when performing frequent tasks such as adding SmartPad records and creating Calendar Activities.
Runtime: 3:29 |
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Laser App Integration
Published March 18 , 2005
Let SmartOffice and SmartLink for Laser App save you time by quickly populating Laser App forms with data captured in SmartOffice*.
Runtime: 6:28
* Laser App and SmartLink for Laser App both purchased separately. |
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Policy Upselling
Published April 29, 2005
Capturing up-to-date contact information in SmartOffice is vital to ensuring that the insurance needs of your contacts are met as their lives change. The dynamic reports featured in this Fast Class will help you meet the changing needs of your clients by taking advantage of up-to-date contact income information.
Runtime: 5:35 |
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Record Privatization
With the Record Privacy tool, you can mark contact records, calendar events, form letters, and saved contact letters and documents as private.
Runtime 3:08 |
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SmartOffice Alerts
You’ve just created an activity that includes other SmartOffice users and you want to make sure they are notified of the new activity quickly. Have no fear! The SmartOffice Alert button will automatically alert users when new activities have been created in their SmartOffice Calendars.
Runtime 3:13 |
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Sorting and Grouping Summary Data
SmartOffice offers a number of tools that you can use to sort and group summary data - compare contact source data, identify contacts in a specific zip code, or group contacts by birthday in a few simple steps.
Runtime: 5:11 |
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Summary Spreadsheet Customization
Get access to the data you need, when you need it! The Spreadsheet Customization utility in SmartOffice gives you the flexibility to change summary data views on-the-fly and save your customizations for easy access to the data you need.
Runtime: 9:13 |
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Useful Internet Tools
Perform Yahoo!® and Google™ searches and generate Yahoo!® Maps from within SmartOffice.
Runtime 2:58 |
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