SmartView for Case Status Course

SmartView for Case Status gives you the ability to publish detailed pending case information to a secure web page, providing advisors and agents with all of the case information they require – day or night, seven days a week. SmartView for Case Status can help deliver better service to advisors and free staff from time-consuming status updates, phone calls and activities.

For SmartOffice Administrators

Learn how to set up the SmartView for Case Status office, create a new SmartView for Case Status user and generate a new password.

For Advisors

Learn how to sign in, view pending cases and send an e-mail message to the case manager directly from the pending case list.