You use SmartOffice every day to make your life easier. But we want to make your life even easier. So here are our 3 simple steps to make adding a contact in SmartOffice a breeze.
Step 1:
Using the Quick Add feature, located in the middle, at the top of your screen, select Contact from the new drop down list.
Step 2:
When the New - Contact form opens, enter your client's information.
*To kick-off a work-flow process remember to add them to an Opportunity.
Step 3:
Click Save & New if you have more contacts to add or Save & Close if you're finished.
Voilà! You've just added a new contact to SmartOffice in 3 simple steps.
If you have any questions about your SmartOffice products or services we’re here for you! Contact your SmartOffice sales rep or reach out to our support team by calling 855.275.3249 or emailing smartofficesupport@ebix.com.
