SmartOffice Anywhere Help
Access your SmartOffice data from anywhere on any device
About SmartOffice Anywhere
Overview, features, and version information
Popular topics: About SmartOffice Anywhere, Release History, SmartOffice Anywhere vs. SmartOffice Pro
Getting Started
Sign in, passwords, and basic setup
Popular topics: Getting Started, Adding SmartOffice Anywhere to Your Mobile Devices Home Screen, Changing Your Password
Navigation
Navigate menus and interface elements
Popular topics: Navigation, Using the Navigation Menu, Using the Profile Menu
Dashboard
Your home screen with quick access to key data
Popular topics: Dashboard, Navigating to the Dashboard, Using Dashboard Header Charts
Alert Center
View and manage alerts and notifications
Popular topics: Alert Center
Contact Management
Create, search, and manage contacts
Popular topics: Contact Management, Communicating with Contacts, Contact Field Reference
Sets
Group contacts into sets for organization
Popular topics: Sets, Creating a Set, Deleting a Set
SmartPad
Quick notes and contact information
Popular topics: SmartPad, Searching the SmartPad
Calendar Management
Schedule activities and manage tasks
Popular topics: Calendar Management, Activity Field Reference, Navigating the Calendar
Policies
View and manage insurance policies
Popular topics: Policies, Creating a Policy, Searching for Policies
Investment Accounts and Positions
Track investment accounts and positions
Popular topics: Investment Accounts and Positions, Searching for Investment Accounts and Positions
Integrations
Third-party integrations and connected services
Popular topics: Integrations, Accessing Integrations
Settings
User accounts, security, and preferences
Popular topics: Settings, Agency Feeds Settings, Creating a User Account