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

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SmartOffice 6 Mini Series Get Mobile! A Quick
Demo and Overview of SmartPDA for SmartOffice
SmartOffice 2008 BGA Webinar Series

• Welcome! This Webinar will be 30 minutes in
  length.
• Please dial into [phone]
• Code 238510

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Agenda
E-Z Data Confidential
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Webinar Questions Follow-up

• Text chat available, if needed
• QA 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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Ramp Up Your SmartOffice 6 Know How
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SmartOffice 6 -- Mini-Series

• Its 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

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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
• Contacts full name
• Spouses 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)

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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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Todays 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.

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Dont 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 Datas Sherri Isaacson and Stacey
  Gabaldon
• Watch for invite and register online.

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Cmon 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 [phone] x7366 e-mail
meg.rose_at_ezdata.com Thank you for your time and
your business. Stay tuned for QA.