SmartOffice Anywhere
免費
3.1for iPhone, iPad and more
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SmartOffice Anywhere 螢幕截圖
About SmartOffice Anywhere
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 other financial services professionals.*
Smartoffice Anywhere is only available to the SmartOffice users.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.
It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.*
Smartoffice Anywhere is only available to the SmartOffice users.
With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you.
· Contacts: Look up client contact information; call or e-mail clients quickly; use the maps integration to get to client meetings on time.
· Appointments: Stay on top of meetings, calls and other appointments.
· Tasks: Take control of your daily task list and track completed tasks.
· Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.
· Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.
· Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs; track the status of new business, including quotes and illustrations.
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最新版本3.1更新日誌
Last updated on 2019年10月16日
歷史版本
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
• Support for Australia version
• Support for custom SmartOffice version
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Version History
3.1
2019年10月16日
• Performance improvements
• Support for Australia version
• Support for custom SmartOffice version
• Support for Australia version
• Support for custom SmartOffice version
3.0
2019年02月28日
· Support for Touch ID/Face ID sign-in
· One-time code generator for SmartOffice Pro two-step authentication (SmartOffice Pro will support this authentication method in an upcoming release)
· Back, Refresh and Log Out buttons
· Buttons for switching between SmartOffice Anywhere and the one-time code generator
· Performance improvements
· One-time code generator for SmartOffice Pro two-step authentication (SmartOffice Pro will support this authentication method in an upcoming release)
· Back, Refresh and Log Out buttons
· Buttons for switching between SmartOffice Anywhere and the one-time code generator
· Performance improvements
2.3
2016年08月23日
Fixed an issue with contact links and contact search not working in some cases.
2.2
2016年07月07日
Fixed a "page not found" error that appeared during sign-in.
2.1
2016年06月06日
bug fixing
2.0
2016年05月06日
bug fixing
1.1.8
2015年11月24日
bug fixing
1.1.6
2015年09月21日
Bug fix
1.1.5
2015年03月24日
Major Bug Fixes
1.1.4
2015年02月04日
Major Bug Fixes
1.1.3
2015年01月24日
Major Bug Fixes
1.1.2
2014年12月10日
Critical Bug Fixes
1.1.1
2014年10月17日
now its an universal app
1.0
2014年08月27日
SmartOffice Anywhere FAQ
點擊此處瞭解如何在受限國家或地區下載SmartOffice Anywhere。
以下為SmartOffice Anywhere的最低配置要求。
iPhone
須使用 iOS 10.0 或以上版本。
iPad
須使用 iPadOS 10.0 或以上版本。
iPod touch
須使用 iOS 10.0 或以上版本。
SmartOffice Anywhere支持英文