SmartPDA Contacts

SmartPDA Contacts

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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/).

From the Main Menu, select the Contacts

hyperlink to display the Search Contacts screen. Search by Name, Employer

and/or Alphakey.

Enter the Search criteria for the contact and then click the GO

button. The Contact List is displayed based upon the designated search

criteria. Selecting the Contact hyperlink from the Contact List displays

the Contact Detail screen.

Contact Detail)

The Contact Detail screen displays the Contact Name, Job Title,

Employer, Occupation, Type, Sub-Type, SS#, Gender, Marital Status,

Birth Date, Premium, Assets, Phone Number, Address and E-mail/Web

Address.

vCard)

The vCard hyperlink that is displayed on the Contact Detail screen

acts as a business card that can be used to store the personal information

of the contact on the handheld device. By selecting the vCard

hyperlink from the Contact Detail screen, the user will be prompted

to add the contact to the phone device. Accepting the prompt will

enable the user to add the contact from SmartPDA to the user’s handheld

device. All personal information such as the Last Name, First Name,

Company, Title, Mobile, E-mail, Address information and a picture

of the contact can be updated to the contact on the handheld device.

Search Contacts)

Click the Search button

on the Contact Detail screen to search for contacts.

Creating a Contact)

A new contact can be created by selecting the New button from the

Search Contacts or Contact Detail screens.

The following information related to the contact can be entered

when adding a new contact.

-

Last Name

-

Suffix

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First Name

-

Middle Name

-

Greeting

-

Title

-

Type

-

Sub-Type

-

Job Title

-

Employer

-

Occupation

-

SS#

-

Gender

-

Marital Status

-

Birth Date

-

Remarks

Phone Number, Address and E-mail/Web Address information can also

be added using the New button

in the respective sections.

Modifying a Contact)

A contact can be modified by clicking the Switch

to Edit Mode button. Phone Number, Address and Web Address

information can also be edited by selecting the appropriate hyperlink

in the Phone, Address and E-mail/Web Address sections respectively.

SmartPad)

The SmartPad notes of a contact can be viewed by clicking the SmartPad button on the Contact Detail

screen.

The SmartPad displays the SmartPad notes for the contact. The user

can add and delete the SmartPad notes using the New

and Delete buttons respectively.

Clicking the date hyperlink of the SmartPad note will display the

Detail information of the SmartPad note in edit mode. Notes and Keywords

can be modified and saved.

Activity Log)

Activities of a particular contact can be viewed by selecting the

Activity Log button on the

Contact Detail screen.

Activities for that particular Contact are displayed and the activities

are sorted using the date with the latest date at the top. Activities

can be added and deleted from the activity log using the New

and Delete buttons. The activities

can also be marked as Done/Pending using the Mark

as Done button.

Policy List)

Users must have the appropriate SmartPolicies rights to access this

module. The policies linked to the particular contact can be viewed

by selecting the Policy List button from the Contact Detail screen.

The details of the policies can be viewed by clicking the Type hyperlink

displayed on the Policy List.

Investment Accounts List)

Users must have the appropriate SmartInvestments rights to access

this module. The Investment Accounts of a particular contact can be

viewed by selecting the Investment

Accounts button on the Contact Detail screen. All of the investment

accounts of the selected contact are displayed. The fields that display

include the Account No., Account Name, Account Type, Qualified, How

Held, Owner, Gross Value, Loan Amount, Net Value and Account Open

Date.

Investment Positions List)

Users must have the appropriate SmartInvestments rights to access

this module. The Investment Positions List can be viewed by selecting

the Investment Positions button from the Contact Detail screen. In

the Investment Positions List, the Holding Type and Investment Name

columns display the details of all available investment positions.

The Holding Type column is a hyperlinked column that displays the

Position Detail information for the selected investment.

Opportunity List)

Users must have the appropriate SmartOpportunities rights to access

this module. The Opportunity List can be viewed by selecting the Opportunity List button on the Contact

Detail screen.

This list displays the Opportunity Name, Campaign Name, Stage, Status,

Type, Source, Owner and Potential of the contact. The Opportunity

Detail field is a hyperlinked field that displays the Opportunity

Detail information.

Key Relations)

The Key Relations of a contact can be viewed by selecting the Key Relations button on the Contact

Detail screen.

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