E-Z Data Confidential SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA...
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Transcript of E-Z Data Confidential SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA...
![Page 1: E-Z Data Confidential SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA for SmartOffice Welcome! This Webinar will be 30 minutes.](https://reader036.fdocuments.in/reader036/viewer/2022070401/56649f165503460f94c2ba64/html5/thumbnails/1.jpg)
E-Z Data Confidential
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
SmartOffice 2008 BGA Webinar Series
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E-Z Data Confidential
AgendaAGENDA
April 20, 2023 Topic Time
Welcome and Introductory Content
John McFaddenGeneral Manager, BGA Services
Meg Rose, FLMI, ACSBusiness Relationship Manager, BGA Division
5 minutes
An Overview and Demo of SmartPDA
Joe YangProduct Manager
20 minutes
Questions and Answer Session 5 minutes
E-Z Data Confidential
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E-Z Data Confidential
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
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E-Z Data Confidential
Ramp Up Your SmartOffice 6 “Know How”…
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It’s like getting a new model of your car…
1) Setting it Up for Your Comfort and “Drivability”> Home Page Personalization> Key BGA Business Management Reports> Highlights of 6.0 Enhancements in SmartOffice Modules
2) Learn More about Options:º WinFlex Web Demoº Example Service Provider and Imaging Integrationsº Mobile PDA Option
3) Maximize Your Investmentº Overview of Wish List Items Integrated from 2007 CPCº Preview and Pre-CPC Wish List Session Webinar (Aug 21, Sept 4)º Attend our Client Partner Conference (BGA CPC) in 2008
SmartOffice 6 -- Mini-Series
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How it Works
Joe Yang
Product Manager, E-Z Data
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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
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What is a Mini SmartPDA?
> Scaled down version of SmartPDA only high level contact data.
> Limited to the following data• 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)
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Quicker Login
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Main Screen
No Menu
Just Contact Search
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SmartPDA Setup
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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.
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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.
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E-Z Data Confidential
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.