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.