Last updated: 2025-12-02
SmartPDA Access to SmartOffice
SmartPDA Access to SmartOffice
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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/).
Once the SmartPDA access license is assigned to an office, the user
must have the SmartPDA license selected from the Setup
> User Accounts > User Rights content link.
Main Menu
After logging into SmartPDA, the Main menu displays the list of options
that the user can access using SmartPDA.
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(only displays when SmartWholesaler rights are not enabled)
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(only displays when the SmartWholesaler right is enabled)
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[Pending
Cases](/help/pro/smartpda/pending/cases) (Optional Module)
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(Optional Module)
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(Optional Module)
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[Message
Center](/help/pro/smartpda/alert/center) (Alert Center)
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Mini SmartPDA
Setup (only displays when Mini SmartPDA is not set up)
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Reset Mini SmartPDA
Password (only displays when Mini SmartPDA is set up)
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Logout
Quick Contact Search
From the Home Page, a Quick Contact Search enables the user to search
for a contact name. To search for a contact name, enter the Last Name,
First Name of the contact and then click the Go
button.
Note: To access the Main
Menu from other parts of the application, click the Main
Menu hyperlinks available in the top right and the bottom right
corners of each screen.
Show Text Only/Images Hyperlink)
Show
Text Only
To
display only text on the toolbar, click the Show Text Only
hyperlink.
Note: Clicking the Show
Text Only hyperlink will change the text of the hyperlink to Show
Images. This link will change all the buttons to display as icons
and vice-versa.
The following image displays the toolbar
after the Show Text Only option is selected.
Show Images
To display only icons on the toolbar,
click the Show Images hyperlink.
The following image displays the toolbar
after the Show Images option is selected.
Reset Mini SmartPDA Password Hyperlink)
Mini SmartPDA is a smaller version of SmartPDA containing only basic
contact data. To access Mini SmartPDA, a separate password is required.
Click the Reset Mini SmartPDA Password
hyperlink to set the password.
The Mini SmartPDA Setup screen displays with the following fields.
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SmartOffice Password:
Enter SmartOffice password.
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Mini SmartPDA
Password: Enter new Mini SmartPDA password (3 characters)
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Retype Password:
Retype the newly entered password for confirmation.
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OK: Click
the button to set the password.
To log in to Mini SmartPDA, log out of SmartPDA and then log back
in using the new Mini SmartPDA password.
From the Mini SmartPDA home page, the Contact Search section is
displayed. Enter the applicable search criteria; or, click the GO button without entering any search
criteria to display a comprehensive list. Use the links at the bottom
of the screen to navigate between screens. Click the Contact Name
hyperlink to navigate to the detail screen of that particular contact.
The following is the Contact Detail screen.
The Contact Detail screen displays basic information of the selected
contact such as the Phone Number, Address and E-mail/Web Address.
New Phone, Address and E-mail/Web Address information can be added;
or, existing information can be modified from this screen.
Logout Hyperlink)
Click the Logout hyperlink
to log out of SmartPDA.
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