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SmartOffice  /  Support & FAQ

  • User Guide and Other References

    SmartOffice offers a range of user support. There is a helpful user guide which is available for free download here. A range of training videos which can be accessed via the SmartOffice program are also available. The link, titled 'Help/Training' can be found in the top right hand corner of the SmartOffice window, or access the Training Centre here.

    Alternatively the SmartOffice helpdesk is available Monday to Friday, 8:30 to 5:30pm. Simply call +61 2 8467 3000 to speak with one of our friendly staff, or email support@ebix.com.au.

  • Frequently Asked Questions

    Below are some commonly asked questions about SmartOffice CRM software.

    Q: With MS Office integration, does it sync my contacts and activities from Outlook, as well as emails?
    A: Yes it does.

    Q: I keep my prospect list in an excel spreadsheet. Is there a way I can put this into SmartOffice?
    A: Yes. As part of the MS Office integration, you can import spreadsheets of lists of prospect into SmartOffice in just a few steps that the Data Import Wizard will guide you through.

    Q: Can I set up SmartOffice so that only the relevant reports are available to relevant people e.g sales people see sales reports?
    A: Yes you can. With Administrator rights, you can set and customise specific user rights and permissions for every single user in your office at an individual level, or for groups of staff.

    Q: How specific can my reports be?
    A: As specific as you like. If you input the data into SmartOffice, you can report on it. Every report is completely customisable.

    Q: Are there any pre-loaded Opportunity Processes in SmartOffice?
    A: Yes. As a new SmartOffice user, we provide you with a few processes to get you up and running for things you might want to report on straight away. From there you can create your own, or edit the existing ones to suit your business.

    Q: If I want my staff to send out a letter to a prospect at a certain stage of a process, how do I do that?
    A: When you set up the stages in an opportunity process, you can attach an action to a stage. That action would instruct the person to send the prospect a letter. You can also make it so the relevant letter is attached to that stage to avoid confusion.

    Q: Can a stage be mandatory?
    A: Yes. You can set it so that the broker cannot progress a prospect or client to a certain stage without completing the one before it.

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SmartOffice Support
SmartOffice Support
+61 2 8467 3000
Fax: +61 2 8467 3099
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8.30am to 5.30pm AEST (AEDT when applicable)
Mon to Fri

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