Last updated: 2025-12-02

SmartOffice Mobile PC - Set-based Synchronization

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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/).

Workflow

Contacts that belong to a set are downloaded along with the following

data:

Contacts displayed in the following fields:

Referred By (Contact Details)

Primary Contacts (Business Details)

- Contacts displayed in these sections of the Key Relation tab:

Key Relations

Business Relations

Referred Contacts

- Contacts that are members of a household for which a contact from

the set is the head of the household

- All opportunity related contacts

Each contact downloaded is considered a separate contact and all of

the related contacts for each contact are downloaded to SmartOffice Mobile

PC.

Furthermore, if an activity is within the activity date range specified

in the SmartOffice Mobile PC Setup, and is linked to a contact that is

not a part of the selected set, the linked contact and all of its related

records are downloaded to SmartOffice Mobile PC as mentioned above.

A set named Test-Set, which contains only one contact, Joseph

Ackerman, is used to perform an initial sync.

The sync operation downloads the following contacts and businesses

to SmartOffice Mobile PC:

Joseph Ackerman (contact included in the set)

Brad Abernathy (contact in the Referred By field on the

Details tab)

Kathleen Ackerman (related contact in Key Relations )

ABC Manufacturing (related contact in Business Relations)

David Nelson (related contact in Referred Contacts)

Kathleen Ackerman and Kenneth Ackerman (members of the household

for which Joseph Ackerman is the head of the household)

- The sync operation also downloads the related contacts Brad Abernathy,

Kathleen Ackerman, Kenneth Ackerman, David Nelson and ABC Manufacturing.

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