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SmartOffice 6 Mini Series: Personalize it!: Customizing Your SmartOffice 6 Home Page

SmartOffice 2008 BGA Webinar Series. SmartOffice 6 Mini Series: Personalize it!: Customizing Your SmartOffice 6 Home Page. Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) 432-3000 Code = 238510. Agenda. E-Z Data Confidential. Webinar Questions & Follow-up.

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SmartOffice 6 Mini Series: Personalize it!: Customizing Your SmartOffice 6 Home Page

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  1. SmartOffice 2008 BGA Webinar Series SmartOffice 6 Mini Series: Personalize it!: Customizing Your SmartOffice 6 Home Page 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 • Type your questions and click the “send” button • Questions will be answered in Q&A at the end of call as timing permits with follow up in User Forum and direct e-mail • Note: 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 and send questions here . . . 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 • Learn More about Options: • WinFlex Web Demo • PaperClip Integration • Mobile PDA Option 3) Maximize Your Investment

  6. Key Changes Home Page Changes • Redesigned • Serves as Information Gateway • Navigation Simplified Quick Action Corner • Search and Add capabilities • Menu Options All done based on User Group feedback

  7. DEMO • Let’s take a look at what it would take to optimize your home page and make it your personalized space in SmartOffice… • http://demo.ez-data.com/USA60/

  8. Today’s Mini-Webinar Takeaways • Familiarity with Features and Options on Home Page • Creating New Tabs • Adding Content to Fit Your Role • Confidence and Know-How to Adjust as Needs Change • Next time – Building and Adding Key Reports for Your Agency Management

  9. Mark the Date and C’mon Down… BGA Client Partner Conference Sept 14 – 16th, 2008 in Dallas, TX Register today at: http://www.ez-data.com/bga2008 Suggestions for topics, speakers, etc? E-mail or call Meg at 626.585.3505 x7366 or meg.rose@ezdata.com Thank you for your time and your business. Stay tuned for Q&A. E-Z Data Confidential

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