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Setup and contacts

• Getting started: Find out how to sign in to SmartOffice from your desktop.

• Orientation: Learn how to get around SmartOffice.

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

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

• Lists: Find out how you can customize contact and other lists to show the columns you want.

• Sets: Explore this method of grouping contacts in ways that will help you work faster.

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

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

• Custom fields: Find out how to create your own fields to track additional data that is important to you.

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

• Mass modification: Learn how to edit the same field in multiple contacts at once.

• Duplicate records: Find out how to identify and merge duplicate contacts.

• Creating contacts: Learn how to add contacts to the system to keep track of your clients’ key information.

• Data import: Explore how to import contacts from other programs into SmartOffice Pro.