Customer Portfolio for HanDBase - This is a very good record keeping of all your Insurance clients policy details in your pocket. Anytime, anywhere when you want to know which client is due for renewal or whether he had an insurance cliams before, this comes handy for you to retrieve their portfolios. This is an insurance policyholder tracking portfolio database using a single database type information to link to several other databases. In other words, it is a One-to-many database. A better example is the relationship between a Customer database and a Motor Vehicle database i.e. one customer can have more than one car and by just a click to the linked database you know which car is due for renewal. They are seven linked portfolio databases namely: - a) Motor Vehicle.pdb b) Commercial Fire.pdb c) Burglar.pdb d) Personal Accident.pdb e) Houseowner.pdb f) Senior Citizens.pdb g) Hospital & Surgical (this is very good for Direct Sales distributor tracking his downline portfolio) All the above databases are linked to the main database named CUSTOMER.pdb. You can also add in more portfolio databases, be sure to link into the CUSTOMER.pdb file. CUSTOMER Database Over here, we have three fields, which are: 1) Name: You can add new client in this field by using the Phone Lookup command or enter manually. 2) Policy Type: This is a Popup List, which tells you what type of insurance your client has. 3) Celebrity: This is a Popup List which tells you what festive season he celebrate so that you can easily filter out the season greetings and send out the greeting cards accordingly. 4) Choose the relevant database by clicking to it, which you want to enter your client's details. The rest of the Databases are for you to keep track of their policy details. The beauty of the Burglar database is that you do not have to calculate the premium manually and the total of the coverage. The program computes the premium by itself you just have to enter the premium rate and the government tax rate together with the stamp duty.
Like it? Share with your friends!
If you got an error while installing Themes, Software or Games, please, read FAQ.
Requirements:HanDBase v.2.7x or greater
Supported operating systems:
Palm OS 3.x, Palm OS 4.x, Palm OS 5.x, Pocket PC 2002, RIM BlackBerry OS 4.2, RIM BlackBerry OS 4.3, RIM BlackBerry OS 4.5, RIM BlackBerry OS 4.6, RIM BlackBerry OS 4.7, RIM BlackBerry OS 5.0, RIM BlackBerry OS 6.0, S60 1st Edition, S60 2nd Edition, S60 3rd Edition, S60 3rd Edition FP1, S60 3rd Edition FP2, S60 5th Edition, Windows Mobile 2003, Windows Mobile 2003 Smartphone, Windows Mobile 5.0, Windows Mobile 5.0 Smartphone, Windows Mobile 6 Classic, Windows Mobile 6 Professional, Windows Mobile 6 Standard, Windows Mobile 6.1 Classic, Windows Mobile 6.1 Professional, Windows Mobile 6.1 Standard, Windows Mobile 6.5 Professional, Windows Mobile 6.5 Standard
LaunchApp Plugin for HanDBase (Pocket PC) LaunchApp Plugin for HanDBase (Pocket PC) - Simple plugin that launches an application specified in a pre-defined field. This is the same plugin that comes as a sample in the Plugins SDK. Please refer to the sample database as a reference on how to setup this plugin in your database
AcronymsEserver AcronymsEserver is a database of 3,360 technical acronyms with meanings
ChatStarters ChatStarters - This program allows you to store conversation starters and keeps them in categories. You can also send them via IRDA to another Pocket PC.
This program requires that you have both the 'BeanDLL.dll' file ** and ** the runtime files for Visual Basic on your PocketPC computer
Olympics Synchronized Swimming Winners for HanDBase Olympics Synchronized Swimming Winners for HanDBase - Here is a database of Olympic Synchronized Swimming Medal Winners and their scores for all previous Olympics. You can add comments for a particular winner as desired
Christmas List for HanDBase Christmas List for HanDBase - Have you ever been talking to a friend or family member and their telling you what they want for Christmas? If your like me you always forget. An easy way to keep track of who wants what for Christmas. Check list for cards sent and the ones you got
Glasses of Water for HanDBase Glasses of Water for HanDBase - This is a database that will help any user track the ammount of glasses of water they take per day, each intake is stored together with a time stamp. Automatic interesting stats are generated.
This is a useful sample database for figuring out averages and other common stats from a list of entries
Idea Incubator for HanDBase Idea Incubator for HanDBase - This is a database that will nurture the fulfillment of an idea. It is a portable workspace that will allow for the containment, evaluation, and replication of ideas.
This database is more geared to preparing to create a project file than to actually being the project file
FoodValues for HanDBase Nearly 1000 food item values including: serving size, carbohydrates, fiber, calories, protein, and total fat
Other Software by developer «Jeffrey Vernon Moey»:
not found
Comments on Customer Portfolio for HanDBase:
Comments not found
If you noted an error or download link is broken, please, report it via this page or use comments.
Customer Portfolio for HanDBase is compatible with your device AnexTEK moboDA 3360