SmartOffice (messaging)

SmartOffice

Integration by Ebix Inc.

Messaging

Productivity
Financial services professionals: Schedule, manage, and track Cisco Webex meetings together with all of your other appointments and communications in one powerful practice management solution.

SmartOffice, powered by Ebix, is a practice management solution for financial services professionals.

Manage and track Cisco Webex Meetings together with your other appointments, e-mails, and notes in SmartOffice.

Key features: • Schedule and update Cisco Webex Meetings from the SmartOffice calendar. • Save audio recordings of completed Cisco Webex Meetings to your clients' records.

Note: A SmartOffice subscription and an active Cisco Webex account is required. For more information on pricing and subscription options, please visit www.ebixcrm.com.

How to Get Started:

  1. Sign in to SmartOffice and turn on the Cisco Webex Integration user right.
  2. In the SmartOffice side menu, select Integrations > Cisco Webex.
  3. Click the Install button on the integration page and, when prompted, enter your SmartOffice credentials and Cisco Webex credentials.
  4. Create an activity in SmartOffice and select the Cisco Webex option in the Web Meeting field (under Options) to add the meeting to Cisco Webex.

Messaging

Productivity

Last Updated Apr 9 2021