Policies, Accessing policy information – Smart Parts Mobile for Pocket PC User Manual

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Policies

SmartOffice Mobile is used to display the Policies, Policy Details, Interested Parties, and
Policy Totals tabs on the PDA. Please note that Policy information displayed here cannot be
added, modified or deleted from the PDA. The information is read-only.

Accessing Policy Information

1. From the Contact Details tab, select the Policy icon to open the Policy Summary tab.

2. Tap the Policy Name to display the Policy Detail tab.

3. Tap Tools and select the Show Interested Parties option to display the Interested

Parties tab.

4. Tap OK twice and then tap Tools to select the Display Totals option to display the

Policy Totals tab.

SmartOffice® – SmartOffice Mobile Pocket PC User Guide
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