SmartPDA

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

SmartPDA is a portal to your existing data that provides quick, real-time viewing of your SmartOffice data. SmartPDA works in the device's browser and does not require a separate installation.

Providing a great means to access your important data while on the go, SmartPDA enables direct access to your SmartOffice database through a cellular-capable PDA phone without a separate installation or application being added to the device. SmartPDA is a portal to your existing data that provides quick, real-time viewing of Calendar, Contact, Wholesaler, SmartPad, Policy, Investment Account, Investment Position, Opportunity, Key Relation, Pending Case, Advisor, Distributor, Lead and Alert Center information. SmartPDA does not require a separate installation as it works in the device’s microbrowser.

Note that SmartPDA works on Pocket PC® (Windows® Mobile®), BlackBerry® and Palm® 650 or later. This documentation displays Internet Explorer images. There will be slight differences in the screens and key strokes; however, the majority of the functionality is the same.

Watch related training movies:

• Mobile Solutions Course

SmartPDA – Features

Online access to SmartOffice through SmartPDA provides the user with the ability to view and edit their most important data whenever they are out of the office. The real-time access ensures that the office staff is aware of any changes to the user’s calendar or other critical client information as they occur and eliminates redundant data entry.

SmartPDA eliminates the traditional boot-and-synch process and gives the user the power of SmartOffice without a separate installation or application being added to their handheld device. Remote Access to changes in a user’s office calendar helps to ensure that they will never miss another client appointment or waste their valuable time traveling to a canceled meeting.

Minimum Device Requirements for SmartPDA

• Device with Internet-browsing capability. Wireless/cellular devices such as the Treo 650 or later, BlackBerry and Window Mobile 5 Phone edition class with at least 240 pixel horizontal resolutions (in native mode).

• QWERTY keyboard for better input capability. An ITU-T keypad is possible, but not recommended due to the difficulty involved in entering data.
• Minimum of 2\.5G data throughput (e.g., GPRS, EDGE) for acceptable performance and better performance can be obtained with 3G (e.g., EV-DO, UMTS, HSDPA).

• BlackBerry model 7200 or later.