Transcript SmartOffice 6 Mini-Series -- Personalize it! Setting Up

SmartOffice 2008 BGA Webinar Series
SmartOffice 6 Mini Series:
Get Mobile! A Quick Demo and Overview of
SmartPDA for SmartOffice
Welcome! This Webinar will be
30 minutes in length.
Please dial into: (712) 432-3000
Code = 238510
E-Z Data Confidential
Agenda
AGENDA
July 17, 2015
Topic
Time
Welcome and Introductory Content
5 minutes
John McFadden
General Manager, BGA Services
Meg Rose, FLMI, ACS
Business Relationship Manager, BGA Division
An Overview and Demo of SmartPDA
20 minutes
Joe Yang
Product Manager
Questions and Answer Session
E-Z Data Confidential
5 minutes
Webinar Questions & Follow-up
> Text chat available, if needed
> Q&A at the end of call will allow
for verbal questions (5 and then *)
> Follow-up e-mails and phone calls
welcomed
To see the presentation in FULL without
scrolling, click on the minimize option in the
iLinc Application Display Toolbar (then move it
below presentation and then simply
open/maximize it to ask a question)
Type here if needed
E-Z Data Confidential
Ramp Up Your SmartOffice 6 “Know How”…
E-Z Data Confidential
SmartOffice 6 -- Mini-Series
It’s like getting a new model of your car…
1)
Setting it Up for Your Comfort and “Drivability”
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>
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2)
Learn More about Options:
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3)
Home Page Personalization
Key BGA Business Management Reports
Highlights of 6.0 Enhancements in SmartOffice Modules
WinFlex Web Demo
Example Service Provider and Imaging Integrations
Mobile PDA Option
Maximize Your Investment
º
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Overview of Wish List Items Integrated from 2007 CPC
Preview and Pre-CPC Wish List Session Webinar (Aug 21, Sept 4)
Attend our Client Partner Conference (BGA CPC) in 2008
How it Works
Joe Yang
Product Manager, E-Z Data
Summary of Benefits
> Access SmartOffice directly from your PDA
via the web
> Eliminate the time and hassle of data
synchronization
> Drive greater productivity and eliminate
redundant data entry
> Streamline real-time communication
between advisors and your staff
What is a Mini SmartPDA?
> Scaled down version of SmartPDA only high level contact
data.
> Limited to the following data
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Contact’s full name
Spouse’s full name
All phone numbers
All addresses
All e-mail and web addresses
> Allows a separate password for fast access.
• As little as three characters
• No numeric restrictions
º ‘ezd’ is an acceptable Mini-SmartPDA password
> Now available on SmartOffice
> NO additional cost (Part of SmartPDA license)
Quicker Login
Main Screen
No Menu
Just Contact Search
SmartPDA Setup
Today’s Mini-Webinar Takeaways
1. How SmartPDA is set-up and works
through SmartOffice
2. Confirmation of SmartPDA functionality
and ideas for application and use
3. Unique SmartPDA advantages for
continuous workflow and productivity
while out of the office
Apply and customize use in your own
environment.
Don’t Miss It…
Aug 21st SmartOffice BGA Webinar
Thursday August 21st, 2pm ET
2008 BGA CPC Conference
Wish List Session Planning: Session 1 of 2
Hosted by E-Z Data’s
Sherri Isaacson and Stacey Gabaldon
Watch for invite and register online.
C’mon Down to BGA CPC…
Register today at:
http://www.ez-data.com/bga2008
Suggestions or follow-up questions?
Meg Rose, Business Relationship
Manager, BGA Division
phone: 626.585.3505 x7366
e-mail: [email protected]
Thank you for your time
and your business.
Stay tuned for Q&A.
E-Z Data Confidential