Smart Parts Mobile for Pocket PC manual Policies, Accessing Policy Information

Page 40

Policies

SmartOffice Mobile is used to display the Policies, Policy Details, Interested Parties, and Policy Totals tabs on the PDA. Please note that Policy information displayed here cannot be added, modified or deleted from the PDA. The information is read-only.

Accessing Policy Information

1.From the Contact Details tab, select the Policy icon to open the Policy Summary tab.

2.Tap the Policy Name to display the Policy Detail tab.

3.Tap Tools and select the Show Interested Parties option to display the Interested Parties tab.

4.Tap OK twice and then tap Tools to select the Display Totals option to display the Policy Totals tab.

SmartOffice® – SmartOffice Mobile Pocket PC User Guide

Page: 36

Image 40

Contents SmartOffice Mobile for Pocket PC User Guide Toll-free fax 800 Revised 7/29/2004 Table of Contents Page Installing SmartOffice Mobile for Pocket PC IntroductionSmartOffice SmartOffice Mobile Pocket PC User Guide Accessing SmartOffice Mobile on the Pocket PC Device Running SmartOffice Mobile for the First TimeSmartOffice SmartOffice Mobile Pocket PC User Guide Synchronization Options Setting Up SmartOffice Mobile Synchronization Criteria SmartOffice SmartOffice Mobile Pocket PC User Guide SmartOffice SmartOffice Mobile Pocket PC User Guide Preparing Data for Synchronization SmartOffice Mobile Main Screen ContactsSmartOffice SmartOffice Mobile Pocket PC User Guide SmartOffice SmartOffice Mobile Pocket PC User Guide Creating an Individual Contact Record From the Contact Summary tabFrom the New menu in the SmartOffice Mobile Main screen Contact Phone NumberContact Address Contact E-mail/Web AddressModifying a Contact Record Modifying a Contact’s Phone NumberDeleting a Contact Record Modifying Contact AddressModifying E-mail Address Deleting a Contact’s Phone NumberDeleting a Contact’s Address Deleting a Contact’s E-mail/Web AddressCreating a Business Contact Record From the Contact Summary screenFrom the New menu in SmartOffice Mobile Main screen Business Phone Number Business AddressModifying a Business Record Deleting a Business RecordAgendaView CalendarDayView WeekView MonthViewModifying an Activity from the Calendar Adding an Activity from the CalendarFrom the AgendaView From the Activity Details tab From the Activity Detail tab read-only mode Deleting an Activity from the CalendarFrom the Activity Edit tab edit mode ToDo Adding a ToDo ItemModifying a ToDo Item From the ToDo ListDeleting a ToDo From the Activity Edit tabFrom the Activity Details tab Activity Log Adding a Timed Activity from the Activity LogSmartPad Adding an Non-timed Activity from ToDoAdding a SmartPad Note Deleting a SmartPad NoteFrom SmartPad Summary From SmartPad Detail screenAccessing Policy Information PoliciesAccessing Investment Information InvestmentsSmartOffice SmartOffice Mobile Pocket PC User Guide

Mobile for Pocket PC specifications

Smart Parts Mobile for Pocket PC emerged as a revolutionary application designed to enhance productivity and streamline workflows on handheld devices. Built specifically for Windows Mobile powered Pocket PCs, this software allowed users to take full advantage of their devices while on the go.

One of the standout features of Smart Parts Mobile was its user-friendly interface, which catered to individuals accustomed to desktop environments. This ease of use made it simple for users to navigate their documents and applications without requiring a steep learning curve. The mobile version boasted optimized touch-screen controls, enabling quick access to essential functionalities.

Smart Parts Mobile excelled in its ability to seamlessly integrate with existing document management systems. Utilizing advanced synchronization technologies, users could easily transfer information between their Pocket PCs and office-based systems. This ensured that data was consistently up-to-date, allowing for real-time collaboration and decision-making.

The application supported a wide range of file formats, including Microsoft Office documents, PDFs, and various image types. This versatility allowed users to access critical files and presentations from anywhere, fostering a mobile work culture that was increasingly becoming the norm.

Smart Parts Mobile also embraced wireless connectivity options, enabling users to stay connected through Wi-Fi and mobile networks. Push notifications and alerts kept users informed on project updates and deadlines, further enhancing productivity. The software featured a built-in calendar and task manager, allowing for streamlined scheduling and resource allocation.

For enhanced functionality, Smart Parts Mobile included customization options, enabling users to tailor their workspace according to their preferences. With the option to add shortcuts and frequently used tools, productivity was maximized, empowering users to work efficiently.

Security was another area where Smart Parts Mobile did not compromise. The application implemented native encryption and password protection features, ensuring sensitive information remained secure while being accessed on portable devices.

Overall, Smart Parts Mobile for Pocket PC epitomized the integration of technology into daily workflows, proving to be an indispensable tool for professionals seeking to enhance their productivity while managing tasks remotely. Its commitment to user experience, integration capabilities, and security positioned it as a leader in mobile productivity solutions.