Apple today released an iTunes 12.13.1 update for Windows users, with the software introducing security improvements. Insurance and Investments: View details about clients’ insurance policies and investments to better understand clients’ finances and needs track the status of new business, including quotes and illustrations. Thursday Decem10:45 am PST by Juli Clover.Productivity: Measure your daily productivity in terms of tasks completed, appointment hours scheduled and more using the Dashboard.Notes: Record notes about your client interactions using your device’s keyboard or voice input feature.Tasks: Take control of your daily task list and track completed tasks.Appointments: Stay on top of meetings, calls and other appointments.As you can see, the process for getting iOS 16.3.1 on your iPhone is very easy and straightforward. Enter the Passcode on your iPhone if prompted. Click on Check for Update in the Summary pane. Contacts: Look up client contact information call or e-mail clients quickly use the maps integration to get to client meetings on time. Under Finder, click on the device icon at the top left to go to the device tab.With SmartOffice Anywhere, you have the tools you need to stay productive no matter where your business takes you. Smartoffice Anywhere is only available to the SmartOffice users. The Microsoft Office apps are free to download from the App Store ( Word, Excel, PowerPoint and Outlook ) to any iPhone or iPad user running iOS 12 or later. Work in data analysis, accounting, auditing, or other fields confidently with anyone, anywhere. Manage spreadsheets, tables and workbooks attached to email messages from your phone with this powerful productivity app. Open the devices Settings app and select SmartOffice. Microsoft Excel, the spreadsheet app, lets you create, view, edit, and share your files quickly and easily. It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals.* Download and install the app from Apples App Store or iTunes Store. SmartOffice Anywhere gives on-the-go professionals fast, on-demand access to their critical client data, appointments and tasks.
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