Contacts and Businesses - Introduction

To retain customers, a business owner must remember clients on important days such as birthdays, anniversaries and annuity/policy renewal dates. SmartOffice enables a user to track this important information. SmartOffice stores everything from addresses and phone numbers to key relationships and household members. Users can look up this information as well as create reports based on the data.

Contact and business records are closely integrated with other SmartOffice modules. For example, users who have the SmartPolicies module can view a contact's insurance policies directly from the contact record, while SmartInvestments users can access contact-specific account and position information.

Select a topic below for more information:

• Contact Classifications
• Searching for Contacts and Businesses
• Creating and Deleting Contacts and Businesses
• Viewing and Editing Contacts and Businesses
• Adding a Contact Photo
• Page Layout Customization
• Households
• SmartPad
• Customer Referral Value
• Exporting Contacts to Another Office
• Record Conversion
• Additional Contact and Business Features

Watch related training movies: Contact Management Course