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.