SmartOffice Mobile PC - Introduction

Note: This product is no longer being actively developed. Ebix's current mobile SmartOffice solution is SmartOffice Anywhere.

SmartOffice Mobile PC is a robust and complete mobile solution for offline users. Developed as a Microsoft® Windows®-based desktop application, it adopts a consistent user interface from SmartOffice®. SmartOffice Mobile PC requires additional licensing separate from the standard SmartOffice license.

Note: This feature is not supported in the U.S. The supported mobile solution for U.S. customers is SmartOffice Anywhere.

Using a run-time Microsoft SQL Express database to store field-level data that is synchronized with the enterprise database, SmartOffice Mobile PC can be thought of as a miniature SmartOffice on the users’ mobile computers. The synchronization between the local database and the enterprise database can capture:

• Contacts
• Businesses
• SmartPad Notes
• Calendar (including Activities)
• Households
• Key Relations
• Policies
• Investments
• Benefits
• Opportunities
• Form Letter Selection

While in the offline stage, users can create and modify records using SmartOffice Mobile PC and have those changes synchronize back to the enterprise database once re-connected online.

• Installation

• Sync Setup

• View and Manage Information

• Other Features

• Set-based Synchronization