| 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 SmartOffice Correspondence. |
 |
Creating Templates
Use a template in SmartOffice for your contact correspondence.
Runtime 6:12 |
|
|
The Custom Form Letter
Why send an ordinary form letter when you can send a personalized letter without having to start from scratch? By learning how to customize a form letter for just one contact, you can give your correspondence that little something extra and save time in the process.
Runtime 3:37 |
|
|
Envelope Creation
You’ve just picked up your holiday greeting cards and now you can add that extra touch by printing the addresses of your contacts directly on the matching envelopes. With SmartLink for Word, you can combine the document customization tools of Microsoft Word with contact data to create custom envelope documents that can be printed directly from SmartOffice.
Runtime 6:07 |
|
|
Headers and Footers
SmartLink for Word allows you to use the Header and Footer tool in Microsoft® Word to create custom Headers and Footers that can be stored in SmartOffice and used with typewritten contact correspondence.
Runtime 5:24 |
|
|
Importing Microsoft® Word Documents
Save time and effort by importing documents created in Microsoft® Word directly into SmartOffice.
Runtime: 3:48 |
|
|
Label Creation
You have contact addresses stored in SmartOffice and you have Avery© labels. SmartOffice allows you to combine the two with pre-formatted Avery© label documents that can be used when sending mass correspondence. You can easily create labels for birthday wishes, holiday greetings, and marketing materials.
Runtime 7:28 |
|
|
Letter Usage Report
You’re getting ready to send an invitation to your semi-annual investment seminar and you need to a get a comprehensive list of all the contacts you invited to the previous seminar. The Letter Usage Report allows you to gather information regarding the contacts you sent form letters to and when the letters were sent.
Runtime 3:18 |
|
|
Run Time User Inputs
Learn to use special merge codes to add important information to correspondence and run time.
Runtime 6:14 |
|
|
SmartLink for Microsoft® Outlook® Email
Now you can merge the powerful communication tools in Microsoft® Outlook® with the powerful contact management tools in SmartOffice. SmartLink for Outlook Email allows you to post all outgoing and incoming email to any contact SmartPad record in SmartOffice. Runtime: 5:54 |
|
|
Working with Spouse Merge Codes
SmartOffice gives you the ability maintain excellent client relationships by addressing contact correspondence in accordance with your client’s wishes. This Fast Class will demonstrate the different ways in which SmartOffice merge codes will populate contact information for spouses and domestic partners. |
|
