Home > Academy Topics: Contacts and Households

Contacts and Households

• Navigation: Learn how to get around the SmartOffice.

• Search: Dive into the basics of finding contacts in the system quickly.

• Adding Contacts: Learn how to create and access information about your clients and other contacts.

• Key Relations: Learn how to capture the personal, business and professional relationships between contacts.

• Households: Set up a household view to gain a consolidated picture of a family’s finances.

• SmartPad: Get to know SmartOffice’s powerful note-taking tool.