SmartOffice Anywhere


What's New
Bug fix...
Size:
0.1 MB
Category:
Business
OS:
iOS
Developer:
ebix
Price:
Free
Compatible:
iPhone iPad
Requirements:
Requires iOS 6.0 or la
Version:
1.0

Description - SmartOffice Anywhere

ebix , the publisher behind many iOS app (SmartOffice ,SmartOffice Anywhere), brings SmartOffice Anywhere with a number of new features along with the usual bug fixes. SmartOffice Anywhere app has been update to version 1.0 with several major changes and improvements. App release that improves performance, provides several new options.

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notes record notes about your client interactions using your device x2019. found in 1 reviews
track the status of new business including quotes and illustrations. found in 1 reviews
insurance and investments view details about clients x2019. found in 1 reviews
contacts look up client contact information. found in 1 reviews
tasks take control of your daily task list and track completed tasks. found in 1 reviews
call or e mail clients quickly. found in 1 reviews
insurance policies and investments to better understand clients x2019. found in 1 reviews
use the maps integration to get to client meetings on time. found in 1 reviews

If you are iPhone and iPad owner,you now can download SmartOffice Anywhere for free from Apple Store. The application is supporting English language. It weighs in at only 0.1 MB to download. It is highly advisable to have the latest app version installed so that you don`t miss out on the fresh new features and improvements. The current app version 1.0 has been released on 2014-08-27. The Apple Store includes a very useful feature that will check if your device and iOS version are both compatible with the app. Most iPhone and iPad are compatible. Here is the app`s compatibility information: Requires iOS 6.0 or later. Compatible with iPhone, iPad, and iPod touch. This app is optimized for iPhone 5.
More Info: Find more info about SmartOffice Anywhere in ebix`s Official Website : http://www.ebixcrm.com/contactus/


SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks. It`s the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and ...
Things do not seem to respond when you touch them The timer just spins and spins eventually it loads         Slow and unresponsive CReynoso
Contact information is easy to find but there is no registration information on accounts It would be more useful if I could tell if the account was an IRA JtWros TOD etc             It s ok ViolentTech
Can t open or search for contacts completely unresponsive Everything else seems to work okay         Can t click on contacts zukow18
App crashes every time since the update It has been over a week When is a fix coming     Crash crash crash Icknickoli
The update crashes after login every time 1 All Dials from application should auto date stamp and create activity in contact record 2 Smartpad shoul automatically add a activity as a not call or todo back to contact record 3 You really overcomplicate creating a lead or prospect list Way too much going on there 4 In 2015 It s vital to post docs pdf s to contact record from the app 5 Email integration is antiquated as is ms os Desktop non html is irritating and you market 90 of actions can be completed on SOA Not true Lose the outdated Lotus Notes backbone of this CRM Trying to make it adapt to today s world is costly and lacks in results Simplify and streamline interface without all the sub menus reports that are garbage I use 3 5 but should be able to creat from a simple Bolean menu or drop down not a completely different application within the app I can t keep track of all the differs categories I have to creat for clients I could go on on I m so fed up with this companies desktop and iOS software It does little while trying to do too much IOS app is so frustrating prior to the update it functioned doing the few tasks it can do while trying to integrate too many other functions Guys time to loose the barley salvageable backbone of this CRM antiquated Lotus Notes while trying to make it operate in a HTML 5 world That recent update is useless I can t figure out why you EBIX who caters to financial advisors Insurance and Medical field cannot make a functional app that works efficiently and enhances productivity not bog you down with patches slow your browser down with add on software not one but 4 5 running simultaneously The software is great on looks but design functionality are poor Tries to do too much and user spends a lot of time trying to link and update data while losing valuable but productive time trying to integrate and link clients to activities The have a smartpad that tracks actions but doesn t entries in it do no automatically update to tasks and todos and contact activities w o going back in the contact manually integrating each time When dialing from app it does not record call with day time stamp in activity log I have to manually do it and record notes When dialing out of an app it should automatically time stamps the contact record as a dial Not complicated stuff I can t post docs on iOS app unless thru email from contacts app still uses only smtp while desktop version uses exchange so they offer a 3rd party that I pay 15 a month I thought CRM is supposed to help you save time not waste time trying to get it to function how advertised         Should be much more efficient Needs major overhaul from scratch JEP_II
The update crashes after login every time 1 All Dials from application should auto date stamp and create activity in contact record 2 Smartpad shoul automatically add a activity as a not call or todo back to contact record 3 You really overcomplicate creating a lead or prospect list Way too much going on there 4 In 2015 Its vital to post docspdfs to contact record from the app 5 Email integration is antiquated as is ms os Desktop non html is irritating and you market 90 of actions can be completed on SOA Not true Lose the outdated Lotus Notes backbone of this CRM Trying to make it adapt to todays world is costly and lacks in results Simplify and streamline interface without all the submenus reports that are garbage I use 35 but should be able to creat from a simple Bolean menu or drop down not a completely different application within the app I cant keep track of all the differs categories I have to creat for clients I could go on on Im so fed up with this companies desktop and iOS software It does little while trying to do too much IOS app is so frustrating prior to the update it functioned doing the few tasks it can do while trying to integrate too many other functions Guys time to loose the barley salvageable backbone of this CRM antiquated Lotus Notes while trying to make it operate in a HTML 5 world That recent update is useless I cant figure out why you EBIX who caters to financial advisors Insurance and Medical field cannot make a functional app that works efficiently and enhances productivity not bog you down with patches slow your browser down with addon software not one but 45 running simultaneously The software is great on looks but design functionality are poor Tries to do too much and user spends a lot of time trying to link and update data while losing valuable but productive time trying to integrate and link clients to activities The have a smartpad that tracks actions but doesnt entries in it do no automatically update to tasks and todos and contact activities wo going back in the contact manually integrating each time When dialing from app it does not record call with day time stamp in activity log I have to manually do it and record notes When dialing out of an app it should automatically time stamps the contact record as a dial Not complicated stuff I cant post docs on iOS app unless thru email from contacts app still uses only smtp while desktop version uses exchange so they offer a 3rd party that I pay 15 a month I thought CRM is supposed to help you save time not waste time trying to get it to function how advertised        Should be much more efficient Needs major overhaul from scratch
App crashes every time since the update It has been over a week When is a fix coming     Crash crash crash


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