SmartOffice Professional Help

Find answers, learn features, and get the most out of SmartOffice Professional

Help System Home

SmartOffice functionality and features

Popular topics: Using This Help System, System Requirements, Release Notes

Getting Started

Learn the basics of SmartOffice and get up and running quickly

Popular topics: Introduction, Running SmartAnalyzer, Signing In to SmartOffice

Office Settings and Administration

SmartOffice functionality and features

Popular topics: Introduction, Configuring the Office (Office Settings), Office Security (SmartSecurity)

Basics

SmartOffice functionality and features

Popular topics: Introduction, Home Page and Dashboards, Working with Lists

Calendar

SmartOffice functionality and features

Popular topics: Introduction, Calendar Settings, Opening the Calendar

People & Companies

Contact management and relationship tracking

Popular topics: Households, Contacts/Businesses, Candidates

Sales & Marketing

SmartOffice functionality and features

Popular topics: Presale Activities/Proposals, Opportunities, Leads

Reports

SmartAnalyzer and comprehensive reporting tools

Popular topics: Activity Statistics Report, Analytic (Excel) Reports, Audit Report

Insurance

SmartOffice functionality and features

Popular topics: Individual Insurance, Group Insurance, Pending Cases

Investments

SmartOffice functionality and features

Popular topics: Introduction, SmartInvestments Setup, Working with Investment Accounts

Commissions

SmartOffice functionality and features

Popular topics: SmartCommissions Introduction, Setup, Reconciliation and Statements

Utilities

SmartOffice functionality and features

Popular topics: Last Active Contact/Distributor, Record Sharing, Add Important Dates to the Calendar, DataXchange

Setup

SmartOffice functionality and features

Popular topics: User Setup, Office Setup, Filters, Document Administration and Call Scripts

Integrations

Third-party integrations and connected services

Popular topics: AdvisoryWorld, Albridge AppLink, Albridge Web Services

Mobile Applications

SmartOffice functionality and features

Popular topics: SmartOffice Anywhere, Legacy Products

Training & Support

Training courses, documentation, and support resources

Popular topics: Training Center, Training Movies, SmartOffice Orientation

Quick Links

Getting Started

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Mobile Solutions

Access SmartOffice on mobile devices

Technical Support

Get help from our support team