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SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA for SmartOffice

SmartOffice 2008 BGA Webinar Series. 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. Agenda. E-Z Data Confidential.

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SmartOffice 6 Mini Series: Get Mobile! A Quick Demo and Overview of SmartPDA for SmartOffice

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  1. SmartOffice 2008 BGA Webinar Series 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 E-Z Data Confidential

  2. Agenda E-Z Data Confidential E-Z Data Confidential

  3. 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 E-Z Data Confidential

  4. Ramp Up Your SmartOffice 6 “Know How”… E-Z Data Confidential

  5. SmartOffice 6 -- Mini-Series It’s like getting a new model of your car… • Setting it Up for Your Comfort and “Drivability” • Home Page Personalization • Key BGA Business Management Reports • Highlights of 6.0 Enhancements in SmartOffice Modules • Learn More about Options: • WinFlex Web Demo • Example Service Provider and Imaging Integrations • Mobile PDA Option • Maximize Your Investment • Overview of Wish List Items Integrated from 2007 CPC • Preview and Pre-CPC Wish List Session Webinar (Aug 21, Sept 4) • Attend our Client Partner Conference (BGA CPC) in 2008

  6. How it Works Joe Yang Product Manager, E-Z Data

  7. 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

  8. 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 • ‘ezd’ is an acceptable Mini-SmartPDA password • Now available on SmartOffice • NO additional cost (Part of SmartPDA license)

  9. Quicker Login

  10. Main Screen No Menu Just Contact Search

  11. SmartPDA Setup

  12. Today’s Mini-Webinar Takeaways • How SmartPDA is set-up and works through SmartOffice • Confirmation of SmartPDA functionality and ideas for application and use • Unique SmartPDA advantages for continuous workflow and productivity while out of the office Apply and customize use in your own environment.

  13. 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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