Smart Parts Mobile for Pocket PC Policies

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.

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

Contents

Main Page Table of Contents Page Introduction Installing SmartOffice Mobile for Pocket PC Page Page Page Synchronization Options Setting Up SmartOffice Mobile Synchronization Criteria Page Page Preparing Data for Synchronization SmartOffice Mobile Main Screen Contacts Page Page Creating an Individual Contact Record Page Page Modifying a Contact Record Deleting a Contact Record Page Creating a Business Contact Record From the Contact Summary screen Page Page Modifying a Business Record Deleting a Business Record Calendar AgendaView DayView Page Adding an Activity from the Calendar Modifying an Activity from the Calendar Page Deleting an Activity from the Calendar Page ToDo Adding a ToDo Item Modifying a ToDo Item From the Activity Edit tab 4. Make the necessary modifications and then tap OK to save the changes. Deleting a ToDo Page Activity Log Adding a Timed Activity from the Activity Log Adding an Non-timed Activity from ToDo SmartPad Page Policies Accessing Policy Information Investments