Last updated: 2025-12-02

SmartOffice Mobile for Pocket PC

SmartOffice Mobile for Pocket PC

)

The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

SmartOffice Mobile for Pocket PC® is a robust application developed

for devices running Microsoft’s Pocket PC® operating system. Using iAnywhere

Solutions’ Ultralite database and MobiLink Server, SmartOffice Mobile

for Pocket PC is used to seamlessly synchronize SmartOffice data with

Pocket PC devices.

The following record types can be synchronized using SmartOffice Mobile

for Pocket PC:

Contacts

Businesses

Calendar

SmartPad

Policies

Investments

Note:

SmartOffice Mobile for Pocket PC is only compatible with devices running

Microsoft’s Pocket PC and Pocket PC Phone Edition. It is not compatible

with Microsoft’s Smartphone Operating System.

[Installing SmartOffice Mobile for Pocket

PC](javascript:TextPopup(this))

Select Installations from the expanded

Setup menu to display

the Installations list.

The Installations

list displays all available installation options. From this list,

click the SmartOffice PDA for

Palm and Pocket PC hyperlink to open

the Install SmartOffice for Mobile devices dialog box.

Note:

If this option is not available, please make sure that the user has

rights to SmartOffice Mobile for PDA.

Select the Click

here to download and install SmartOffice Mobile for Pocket PC

option to begin the installation file download.

From the File Download

dialog box, click the Run

button to start the installation. The installation file can also

be saved to the computer and installed from the saved location.

From the Pocket PC Installation

wizard, click the Next

button.

When the License Agreement

dialog box opens, select the I

accept the terms in the license agreement option and then

click the Finish button.

Click the Yes

button to install the SmartOffice application using the default

application install directory. The progress bar shows the application

being installed.

If additional steps

might be required on your mobile device, please check to confirm

that all necessary steps have been completed.

[Accessing

SmartOffice Mobile on the Pocket PC Device](javascript:TextPopup(this))

Tap the Start

menu to display the program list and then tap SmartOffice

to open the program.

[Running

SmartOffice Mobile for the First Time](javascript:TextPopup(this))

When opening SmartOffice for the first

time, the Security Information screen is displayed. Security can be

either enabled or disabled for the device. Once security is enabled,

the only way to remove it is to uninstall and reinstall the SmartOffice

Mobile application.

Click the Yes

button to enable security and display the Application Password screen.

The password is required each time SmartOffice Mobile is opened. The

password must be at least 6 characters with at least one alpha and

one numeric character. The password can be changed at any time by

selecting the Security Password

option from the main SmartOffice

Mobile menu.

After the password has been entered, click

the OK button to display the

home page. When running SmartOffice Mobile for the first time, enter

the SmartOffice Office Name and User Name in lower case letters in

the Synchronization Options screen. Also, specify the appropriate

synchronization and MobiLink Server information.

Note:

Only one database can be used for synchronization.

Synchronization

Options

From the SmartOffice

Mobile Main screen, tap Tools

and then select Sync Configuration

from the expanded list to display the Synchronization Options.

From the Synchronization Options screen,

enter the following information:

SmartOffice

SmartOffice must be entered in the appropriate fields. To enter

the password, tap the Password button, enter and confirm the SmartOffice

MobiLink

Server Details - Protocol: Select the communication protocol

used to communicate with the MobiLink Server. The options are

TCP/IP, HTTP, or HTTP using a Web server. An additional option

is displayed when HTTP is selected. This information is provided

by Ebix CRM for SmartOffice Online users and by the IT department

for corporate users.

MobiLink

Server Details – Host and Port: The host URL or IP address

and port assigned to the MobiLink Server must be entered in order

to synchronize successfully. This information is provided by Ebix

CRM for SmartOffice Online users and by the IT department for

corporate users.

Note:

The SmartOffice System Administrator can provide the communication

method, Host IP address, and Port number.

Once the correct

information has been entered on the Synchronization Options screen,

tap the OK button to save

the information.

Setting Up SmartOffice

Mobile Synchronization Criteria

Select PDA Setup from the expanded

Setup menu to open the

Synchronization Setup Wizard.

Click the Next

button.

From the PDA Setup –

Contact Selection dialog box, select either All

Records or Selected Records

and then click the Next

button.

If the Selected

Records option is selected, the Set Selection dialog box

opens. Specify the appropriate Set and then click the OK

button.

From the PDA Setup –

Activity Selection dialog box, specify an activity date range

for synchronization and then click the Next

button to continue.

From the SmartPad Selection

screen, select the number of SmartPad entries to synchronize.

Only SmartPad notes from the timeframe specified for the last

x months will synchronize. The selection can include either synchronized

or manually entered SmartPad notes depending upon the selection

made. Click the Next button.

Skip this step if the

SmartInvestments or SmartPolicies modules are not enabled. Select

the appropriate option and then click the Next

button.

The final Synchronization

Setup Wizard screen is a review of the information selected for

synchronization. If all of the information is correct, click the

Finish button.

After the initial setup

is complete, a synchronization must be performed in order to synchronize

the data from SmartOffice with the SmartOffice Mobile application

on the Pocket PC device. Synchronization can be performed either

with the device connected to the PC or wirelessly with a wireless

enabled device. With an ActiveSync session established with the

PC or a wireless connection available, tap the Synchronization

(lightning bolt) icon from any SmartOffice Mobile screen to synchronize.

Preparing

Data for Synchronization

After the synchronization criteria have

been selected, perform an initial synchronization.

Select Sync

PDA from the expanded Setup

menu to open the Sync PDA with Changes dialog box.

Select the Perform

a full refresh of the data from SmartOffice option to transfer

the data that meets the synchronization criteria.

Click the OK

button to complete the initial synchronization.

[SmartOffice

Mobile Main Screen](javascript:TextPopup(this))

When the SmartOffice Mobile application

is opened, after the initial setup and synchronization is complete,

the application opens to the SmartOffice Mobile Main screen.

On the SmartOffice Mobile Main screen,

there are four icons: Contacts, Calendar, To Do, and Synchronize (lightning

bolt). There are also two menu options, New and Tools.

Contacts:

Add a new Contact and view existing Contacts

Calendar:

Add an Activity and view existing Activities

Do: Add a To Do item and view existing To Do items

Synchronize:

Perform synchronization

New

menu: Add new Contacts, Activities, and To Do items

Contacts)

By default, when the Contacts icon is

selected from the SmartOffice Mobile Main screen, the Personal (Individual)

Contact Summary tab is displayed. The Contact Summary tab can display

records in four different categories: Recent, Personal, Business,

and All Contacts. These options can be selected by tapping the drop-down

arrow next to the Show option.

There are four different options to display

the records:

Recent:

Only the recently added or changed records (Contacts and Businesses)

are displayed

Personal:

Contacts are listed

Business:

Businesses are listed

All

Contacts: Contacts and Businesses are listed

There are three ways to search for a Contact

(Individual or Business):

Use the vertical scrollbar

to scroll up and down through the Contact list. Once the appropriate

record is found, tap the Contact’s name to display the Contact

Details tab.

Enter a portion of the

business name or individual contact’s last name in the search

field to display the matching Contact(s).

Tap the Alphabet

tab to find a Contact. Tapping #ab

highlights the first Contact whose last name begins with ‘A’.

Tap #ab again to highlight

the first Contact whose last name begins with ‘B’.

Creating

an Individual Contact

There are two ways to create a new Contact.

From the Contact Summary Tab

From the SmartOffice

Mobile Main screen, select Contacts.

By default, the Personal (Individual) Contact Summary tab is displayed.

Tap the New

option to open the Record Type dialog box.

Select the Individual

option and then tap the OK

button to display the Edit screen.

Enter the required Individual

Contact information and then tap the OK

button to display the Detail tab.

From SmartOffice Mobile

Main Screen New Menu

From the New

menu, select Contacts

to open the Record Type dialog box.

Select the Individual

option and then tap the OK

button to display the Details tab.

Contact Phone Number

From the Contact Details

tab, tap the Phone tab

to display the Phone Summary.

Tap the New

option to open the Phone Details dialog box.

Tap the Type

drop-down arrow to specify the phone type.

Enter the remaining

phone information and then tap the OK

button to save the additions.

Contact Address

From the Contact Details

tab, tap the Address tab

to display the Address Summary.

Tap the New

option to open the Address Detail dialog box.

Tap the Type

drop-down arrow to specify the address type.

Enter the remaining

address information and then tap the OK

button to save the additions.

Note:

The preferred Phone Number and Address are displayed on the Contact

Details tab.

Contact

E-mail/Web Address

From

the Contact Details tab, tap the E-mail

tab to display the E-mail Summary.

Tap

the New option to open

the E-mail Detail dialog box.

Tap

the Type drop-down arrow

to select either the E-mail

or Web Site option.

Enter

the remaining address information in the Address field.

Note:

The preferred E-mail/Web Site is displayed on the Contact Details

tab.

Modifying a Contact

From

the Contact Details tab, tap the Edit

option.

Modify

the contact’s information and then tap the OK

button to save the changes.

Modifying

a Contact’s Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the number for modification to open the Phone Detail dialog box.

Modify

the information as necessary and then tap the OK

button to save the changes.

Modifying

a Contact’s Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address for modification to open the Address Details dialog

box.

Modify

the information as necessary and then tap the OK

button to save the changes.

Modifying

a Contact’s E-mail Address

From

the Contact Details tab, tap the E-mail

tab to display the E-mail Summary.

Tap

the address for modification to open the E-mail Details dialog

box.

Modify

the information as necessary and then tap the OK

button to save the changes.

Deleting a Contact

From

the Contact Details tab, tap the Edit

option to display the Details tab.

Tap

the Tools option and then

select Delete from the

expanded list to open the Record Deletion Confirmation dialog

box.

Tap

the Yes button to delete

the selected Contact.

Deleting

a Contact’s Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the number to be deleted to display the Phone Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deleting Confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Deleting

a Contact’s Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address to be deleted to open the Address Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deleting Confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Deleting

a Contact’s E-mail/Web Address

From

the Contact Details tab, tap the E-mail

tab to display the E-mail Summary.

Tap

the address to be deleted to display the E-mail Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deleting Confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

[Creating

a Business](javascript:TextPopup(this))

There are two ways to create a new Business.

From the Contact Summary

From the SmartOffice

Mobile Main screen, select Contacts.

By default, the Personal (Individual) Contact Summary tab should

be displayed.

Tap the New

option to open the Record Type dialog box.

Select the Business

option and then tap the OK

button to display the Details tab.

Enter the business information

and then tap the Phone

and Address tabs to enter

the corresponding information.

Tap the OK

button to save the information and display the Contact Details

tab.

From

the SmartOffice Mobile Main Screen New Menu

From the expanded New menu, select the Contacts

option.

Select the Business

option and then tap OK

to display the Details tab.

Enter the business information

and then tap the Phone

and Address tabs to enter

the corresponding information.

Tap the OK

button to save the information and display the Contact Details

tab.

Business

Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the New option to open

the Phone Details dialog box.

Tap

the Type drop-down arrow

to specify the phone type.

Enter

the remaining phone information and then tap the OK

button to save the additions.

Business

Address

From

the Contact Details tab, tap the Address

tab to display the Address List.

Tap

the New option to open

the Address Details dialog box.

Tap

the Type drop-down arrow

to specify the address type.

Enter

the remaining address information and then tap the OK

button to save the additions.

Note:

Both the Preferred Phone Number and Preferred Address are displayed

on the Contact Details tab.

Business

E-mail/Web Address

Adding an E-mail/Web

Address for a Business is identical to the steps required to add an

Individual Contact.

Modifying a Business

is identical to the steps required to modify a Contact.

Modifying

a Business’ Phone Number

Modifying a Business’

phone number is identical to the steps required to modify a Contact’s

phone number.

Modifying

a Business’ Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address for modification to open the Address Details dialog

box.

Modify

the information as necessary and then tap the OK

button to save the changes.

Deleting a Business

From

the Contact Details tab, tap the Edit

option to open the Details tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deletion Confirmation dialog

box.

Tap

the Yes button to delete

the selected Business.

Deleting

a Business’ Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the number to be deleted to open the Phone Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deletion Confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Deleting

a Business’ Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address to be deleted to display the Address Detail tab.

Tap

the Tools option and then

select Delete from the

expanded list to open the Record Deletion confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Deleting

a Business’ E-mail/Web Address

From

the Contact Details tab, tap the E-mail

tab to display the E-mail Summary.

Tap

the address to be deleted to display the E-mail Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deletion confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Creating an Advisor

There are two ways

to create a new Advisor.

From

the Contact Summary

From

the SmartOffice Mobile Main screen, select Contacts.

By default, the Personal (Individual) Contact Summary tab is displayed.

Tap

the New option to open

the Record Type dialog box.

Select

the Advisor option and

then tap the OK button

to display the Details tab.

Enter

the advisor information and then tap the Phone and Address tabs

to enter the corresponding information.

Tap

the OK button to save

the information and display the Contact Details tab.

From the SmartOffice Mobile Main Screen New

From

the expanded New menu,

select the Contacts option.

Select

the Advisor option and

then tap the OK button

to display the Details tab.

Enter

the advisor information and then tap the Phone

and Address tabs to enter

the corresponding information.

Tap

the OK button to save

the information and display the Contact Details tab.

Advisor

Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the New option to open

the Phone Details dialog box.

Tap

the Type drop-down arrow

to specify the phone type.

Enter

the remaining phone information and then tap the OK

button to save the additions.

Advisor

Address

From

the Contact Details tab, tap the Address

tab to display the Address List tab.

Tap

the New option to open

the Address Details dialog box.

Tap

the Type drop-down arrow

to specify the address type.

Enter

the remaining address information and then tap the OK

button to save the additions.

Note:

Both the Preferred Phone Number and Preferred Address are displayed

on the Contact Details tab.

Advisor

E-mail/Web Address

Adding an E-mail/Web

Address for a Advisor is identical to the steps required in adding

a Contact.

Modifying an Advisor

is identical to the steps required in modifying a Contact.

Modifying

an Advisor’s Phone Number

Modifying an Advisor’s

phone number is identical to the steps required in modifying a Contact’s

phone number.

Modifying

an Advisor’s Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address for modification to open the Address Details dialog

box.

Modify

the information as necessary and then tap the OK

button to save the changes.

Deleting an Advisor

From

the Contact Details tab, tap the Edit

option to open the Details tab.

Tap

the Tools option and then

select Delete from the

expanded menu to display the Record Deletion Confirmation box.

Tap

the Yes button to delete

the selected Contact.

Deleting

an Advisor’s Phone Number

From

the Contact Details tab, tap the Phone

tab to display the Phone Summary.

Tap

the number to be deleted to display the Phone Detail tab.

Tap

the Tools option and then

select the Delete button

to display the Record Deleting Confirmation dialog box.

Tap

the Yes button to delete

the selected address.

Deleting an

Advisor’s Address

From

the Contact Details tab, tap the Address

tab to display the Address Summary.

Tap

the address to be deleted to display the Address Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deletion confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Deleting

an Advisor’s E-mail/Web Address

From

the Contact Details tab, tap the E-mail

tab to display the E-mail Summary.

Tap

the address to be deleted to display the E-mail Detail tab.

Tap

the Tools option and then

select Delete from the

expanded menu to open the Record Deletion confirmation dialog

box.

Tap

the Yes button to delete

the selected address.

Calendar)

The Calendar views

are the Calendar Agenda, Calendar Day, Calendar Week, and Calendar

Month.

Calendar Agenda

The Calendar Agenda

is used to display a combination of timed and non-timed activities

for a specific day. The Calendar Agenda for a previous or future day

is displayed by tapping the left or right arrows.

Calendar Day

Select Calendar

from the SmartOffice Mobile Main screen to display the Calendar Day.

The Calendar Day is used to display the activities for a specific

day. The Calendar Day for a previous or future day’s activities is

displayed by tapping the left or right arrows.

Calendar Week

The Calendar Week

is used to view activities for a specific week. Previous or future

weeks’ activities can be displayed by tapping the left or right arrows.

Calendar Month

The Calendar Month

is used to display activities for a specific month. The Calendar Month

for previous or future months’ activities can be displayed by tapping

the left or right arrows.

Creating an Activity from the Calendar

From

the Calendar Day, tap the New

option to display the Activity Details tab.

Enter

the activity information and then tap the OK

button to save the activity.

Modifying an Activity from the Calendar

There are two ways

to modify an activity.

From

the Calendar Agenda

From

the SmartOffice Mobile Main screen, select the Calendar

option to display the Calendar Agenda; this lists all of the activities

scheduled for the current date.

Hold

the stylus on an Activity to open a menu with the Edit, Delete,

and Cancel options displayed.

Tap

the Edit option to display

the Activity Details tab in edit mode.

Modify

the information as necessary and then tap the OK

button to save the changes.

From

the Activity Details Tab

From

the SmartOffice Mobile Main screen, select the Calendar

option to display the Calendar Agenda; this lists all of the activities

scheduled for the current date.

Tap

the Activity to be modified to display the Activity Detail tab

in read-only mode.

Tap

the Edit option to switch

the Activity Details tab to edit mode.

Modify

the information as necessary and then tap the OK

button to save the changes.

Deleting an Activity from the Calendar

There are three

ways to delete an activity.

From

the Calendar Agenda

From

the SmartOffice Mobile Main screen, select the Calendar

option to display the Calendar Agenda; this lists all of the activities

scheduled for the current date.

Hold

the stylus on an Activity to open a menu with the Edit, Delete,

and Cancel options displayed.

Select

the Delete option to open

the Delete Record confirmation dialog box.

Tap

the Yes button to delete

the activity.

From

the Activity Details Tab (Read-only Mode)

From

the SmartOffice Mobile Main screen, select the Calendar

option to display the Calendar Agenda; this lists all of the scheduled

activities for the current date.

Tap

the activity to be deleted to display the Activity Detail tab

in read-only mode.

Tap

the Tools option and then

select Delete Activity

from the expanded list to open the Delete Activity confirmation

dialog box.

Tap

the Yes button to delete

the activity.

From the Activity Edit Tab (Edit Mode)

From

the SmartOffice Mobile Main screen, select the Calendar

option to display the Calendar Agenda; this lists all of the scheduled

activities for the current date.

Tap

an activity to be deleted to display the Activity Detail tab in

read-only mode.

Tap

the Edit option to switch

the Activity Details tab to edit mode.

Tap

the Tools option and then

select Delete from the

expanded list to open a Delete Record confirmation dialog box.

Tap

the Yes button to delete

the activity.

To Do)

To Do items are

non-timed activities.

Creating a To Do Item

From

the SmartOffice Mobile Main screen, select To

Do’s to display the Non-timed Activities list.

Tap

the New option to display

the Activity Details tab.

Enter

the non-timed activity information and then tap the OK

button to save the activity.

Modifying a To Do Item

There are two ways

to modify a To Do item.

From

the To Do List

From

the SmartOffice Mobile Main screen, select To

Do’s to display the To Do list which displays all of the

To Do items scheduled for the current date.

Hold

the stylus down on a To Do item to open a menu with the Edit,

Delete, and Cancel options displayed

Tap

the Edit option to display

the Activity Details tab in edit mode.

Make

the necessary modifications and then tap the OK

button to save the changes.

From

the Activity Edit Tab

From

the SmartOffice Mobile Main screen, select To

Do’s to display the To Do list which displays all of the

To Do items scheduled for the current date.

Tap

the To Do item to be modified to display the Activity Details

tab in read-only mode.

Tap

the Edit option to switch

the Activity Details tab to edit mode.

Make

the necessary modifications and then tap the OK

button to save the changes.

Deleting a To Do Item

There are two main

ways to delete a To Do item.

From

the To Do List

From

the SmartOffice Mobile Main screen, select To

Do’s to display the To Do List showing all of the To Do

items scheduled for the current date.

Hold

the stylus down on a To Do item to open a menu with the Edit,

Delete, and Cancel options displayed.

Select

the Delete option to open

the Delete Record confirmation dialog box.

Tap

the Yes button to delete

the activity.

From

the Activity Details Tab

From

the SmartOffice Mobile Main screen, select To

Do’s to display the To Do List that shows all of the To

Do items scheduled for the current date.

Tap

a To Do item to be deleted to display the Activity Details tab

in read-only mode.

Tap

the Tools option and then

select Delete Activity from the expanded list to open a Delete

Record confirmation dialog box.

Tap

the Yes button to delete

the activity.

Activity Log)

The Activity Log

is a list of the activities linked to a particular contact that is

used to display, create, and modify activities.

Creating a Timed Activity from the Activity

Log

Adding an activity

from either the Calendar or Activity Log is nearly identical. The

main difference is that when adding an activity from the Activity

Log, it is linked to a Contact.

From

the Contact Details tab, tap the Activity

Log option to display the Activity Log tab listing existing

activities for the selected Contact.

Tap

the New option to display

the Activity Details tab.

Enter

the necessary information for the activity and then tap the OK button to display the added

activity on the Activity Log tab.

SmartPad

SmartOffice Mobile

is used to view, create, and delete SmartPad records that are synchronized

with the SmartOffice database. Note that only those SmartPad entries

that are added with SmartOffice Mobile for Pocket PC that are not

synchronized with SmartOffice can be modified.

Creating a SmartPad Note

From

the Contact Details tab, tap the SmartPad

option to display the SmartPad Summary tab listing existing SmartPad

entries for the selected Contact.

Tap

the New option to display

the SmartPad Detail tab.

Enter

some notes and then tap the OK

button to display the added entry on the SmartPad Summary tab.

Deleting a SmartPad Note

There are two ways

to delete SmartPad Notes.

From

the SmartPad Summary

From

the Contact Details tab, tap the SmartPad

option to display the SmartPad Summary listing all of the SmartPad

entries for the selected Contact.

Tap

and hover over the SmartPad entry to open a menu with the Edit,

Delete, and Cancel options displayed.

Select

the Delete option to open

the Delete Record confirmation dialog box.

Tap

the Yes button to delete

the entry.

From

the SmartPad Details Tab

From

the Contact Details tab, tap the SmartPad

option to display the SmartPad Summary listing all of the SmartPad

entries for the selected Contact.

Tap

on the entry to be deleted to display the SmartPad Detail tab.

Tap

the Tools option and then

select Delete from the

expanded list to open the Record Deletion confirmation dialog

box.

Tap

the Yes button to delete

the entry.

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

From

the Contact Details tab, select the Policy

option to display the Policy Summary.

Tap

the Policy Name to display the Policy Detail tab.

Tap

the Tools option and then

select Show Interested Parties

from the expanded list to display the Interested Parties tab.

Tap

the OK button once and

then again.

Tap

the Tools option and then

select Display Totals

from the expanded list to display the Policy Totals tab.

Investments)

SmartOffice Mobile

can display the Investment Summary, Investment Details, and Investment

Totals tabs on the PDA.

Note:

The Investment Details tab is intended to display investments with

share and cost information. The Variable Annuity information is limited

due to this restriction. The investment information is read-only.

Accessing

Investment Information

From

the Contact Details tab, select the Investment

option to display the Investment Summary.

Tap

the Investment Name to display the Investment Details tab.

Tap

the OK button.

Tap

the Tools option and then

select Display Totals

from the expanded list to display the Investment Totals tab.