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
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