Resource Data Settings

The Resource Data settings let you select the insurance carriers that you want to use for tracking insurance business in SmartOffice Anywhere. Resource Carrier Subscription

to open a search box. Select the Search for Resources field, an then type the name of the carrier you want to add the user to. If a matching carrier exists in the resource database, it will appear in the search list. Select the carrier to add it to the list. To remove a carrier from the list, select its Delete button .