Deleting a SmartPad Note
1. From
the
Contact View
tab, tap
Contact
View
and then select
SmartPad
from the drop-down list of
modules to display the
SmartPad
tab.
2. Tap the SmartPad
note for deletion to open the
Details
tab.
3. Tap
the
Delete
button to open the Delete Record dialog box.
4. Tap
the
OK
button to delete the selected record from the palm device and the server.
Policies
SmartOffice is used to display the
Policies
,
Policy Details
,
Interested Parties
, and
Totals
tabs on the
PDA.
Note
: Policy information is read-only and cannot be added, modified or deleted from the PDA.
Accessing Policy Information
1. From
the
Contact View
tab, tap
Contact
View
and then select
Policies
from the drop-down list of
modules to display the
Policies
tab.
2. Tap the policy to display the
Policy Details
tab.
3. Tap
the
IntPrty
icon to display the
Interested Parties
tab.
4. Tap
the
Done
button and then tap the
Done
button again to return to the
Policies
tab.
5. Tap
the
Totals
icon to display the
Totals
tab.
Investments
The
Investments
,
Investment Details
, and
Investment Totals
tabs show read-only investment
information for the Contact. The Variable Annuity information is limited due to this restriction.
Accessing Investment Information
1. From
the
Contact View
tab, tap
Contact
View
and then select
Investments
from the drop-down list
of modules to display the
Investments
tab.
2. Tap the investment to display the
Investment Details
tab.
3. Tap
the
Done
button and then tap the
Totals
button display the
Investment
Totals
tab.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
Page 24
