Last updated: 2025-12-02
SmartOffice Mobile PC - Other Features
SmartOffice Mobile PC - Other Features
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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/).
Security and Appearance Options)
Change Password
The user can change the password by selecting the Tools
> Options > SmartOffice
Mobile Security tab > Change
Password button.
Appearance
Select the Tools > Options > Appearance
tab to change the foreground and background colors for added and modified
records. Note that, by default, added records display with a white
background and a green font color, while modified records display
with a white background and a red font color.
Form Letters)
Clicking the Letter button
in the toolbar displays a list of letters available in SmartOffice
and enables the user to select a form letter to send to a contact
or business.
Select a Letter
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Select a contact or business from the Contact or Business
Summary and then click the Letter
button or press Ctrl + L
to open the Select Letter dialog box.
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Select the appropriate letter(s) and then click the OK button.
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The Select Letter dialog box closes and the letter is added
to the contact’s letter queue.
View the Letter Queue
The letter queue displays the list of letters for the selected contact(s)
in SmartOffice Mobile PC before synchronization.
To view the queue, select the appropriate contact or business from
the Contact or Business Summary and then click the Letter
button in the toolbar or press Ctrl
+ Q.
After synchronization, the letters listed in the Letter Queue dialog
box are cleared.
In SmartOffice, select Created
Jobs from the expanded Utilities
menu. The Active Jobs list displays the letters selected in SmartOffice
Mobile PC. These letters can be further processed in SmartOffice.
Compose E-mail)
The Compose E-mail button in the toolbar enables the user to compose
and send a message using the default e-mail program installed on the
user’s computer. The button is available on all contact tabs except
for the Key Relations tab.
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Select a contact from the Contact or Business Summary and
then click the Compose E-mail button or press the F9 key.
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The new message window of the user’s default e-mail program
opens, with the e-mail address of the selected contact in the
To field.
If the selected contact does not have an e-mail address,
the following message displays.
The user can continue composing the message
by clicking the OK button.
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If the selected contact does not have a preferred e-mail
address, a message alerts the user accordingly.
The user can continue composing the message
by clicking the OK button.
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Compose the message and send it to the appropriate recipients;
or, save the composed message to the e-mail program’s Drafts folder.
Contact Search)
The Search button in the toolbar enables the user to filter the
records displayed on the Contact or Business Summary based on specific
criteria.
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From the Contact or Business Summary, click the Search
Contact(s) button or press Alt
+ S to open the Contact Search dialog box.
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Enter the appropriate search criteria and then click the
Search button to display
the Contact or Business Summary.
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Click the Asterisk
button at the bottom of the summary to view all of the contacts
or businesses at once.
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Click the Search Results
button at the bottom of the summary to view the contacts or businesses
based on the previous search criteria.
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