Contacts and Businesses - Benefits Content Link

Overview

This help page describes a feature within SmartOffice CRM that allows users to monitor insurance benefits, premiums, investment costs, and values when viewing contact or business records.

Key Points - The Benefits Content Link is accessible when viewing a contact or business profile

• It displays insurance benefits, premiums, and investment data automatically calculated by the system
• Users cannot manually edit this information directly - The system pulls data from insurance policies and investment records stored elsewhere in SmartOffice

Data Refresh

To maintain current information, users should select "Menu > Advanced Options > Validate Current Contact."

Important Limitation

Values from closed investment accounts are not included in the Investment Totals section, even when a closed account contains active positions.

Additional Resources

For calculation methodology details, users should consult the Data Validation and Investment Validation documentation sections.

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