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Setup and contacts
Browser Setup and Signing In: Lean how to configure your web browser and access SmartOffice Pro.
Orientation: Learn how to navigate 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.
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.
Custom Fields: Find out how to create your own fields to track additional data that is important to you.
SmartPad: Get familiar with 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.