Last updated: 2025-09-19
Contacts and Businesses - Viewing and Editing Contacts and Businesses
Overview
SmartOffice organizes contact and business information using tabs and content links. From the Contact/Business List, select a contact or business and then click its tabs and content links, which are described in the following sections.
Note: In SmartOffice, office administrators can grant or deny users access to certain areas of the system. Each SmartOffice user can have a different set of permissions and user rights, depending on what modules are available for use and the security policies of the users in question. Depending on these user account settings, some features described in the following sections may not be available to all users.
Contact and Business Tabs
Contact and business tabs display information related to other SmartOffice modules. For example, clicking the Policies tab displays insurance policies associated with that contact or business, while clicking the Opportunities tab displays any associated sales opportunities.
Note: Some tabs are available only with the purchase of additional SmartOffice modules. For example, the Policies tab displays only if the SmartPolicies license has been purchased and is enabled for the user.
For more information, refer to the help information for those modules.
Contact and Business Content Links
Contact-Only Content Links
Business-Only Content Links
Contact and Business Content Links