Platforms: Symbian OS, Pocket PC, Palm, Series 60, BlackBerry, Smartphone
Categories: Databases
Upload date: 3 Oct 11
Developer: Jeffrey Vernon Moey
License: Freeware
Downloads: 94 File Size: 10 Kb
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
Similar Software:
My Twitt Enhanced for HanDBase My Twitt Enhanced for HanDBase - this application lets you track all your activities during the whole day. It's like twitter but completely private. You can follow precisely all the events you choose to save
Home Depot Shopping List Organizer for HanDBase Home Depot Shopping List Organizer for HanDBase - If I spend anymore time at Home Depot on the weekends, my wife is going to make me fill out a job application to work there! Maybe a list will help speed things up a bit and stop me from browsing at more stuff that I cannot even afford:(
Simple list organizer segmented by major department area within store
Canoe & Kayak for HanDBase Canoe & Kayak for HanDBase - This applet is a listing of canoe, kayak, and paddle manufactures. The database includes contact information, such as Internet sites and telephone numbers, and is intended as a quick reference for paddle sports enthusiasts
ProgramIdeas ProgramIdeas - This program allows you to make "idea" files for new program ideas. Then you can use the sheets to help you to build a business plan for the product.
This program requires that you have both the 'BeanDLL.dll' file ** and ** the runtime files for Visual Basic on your PocketPC computer
World Almanac - Sports Bundle World Almanac - Sports Bundle - Whether you are an educator, student, sports enthusiast or just need immediate access to important stats about sports, you will find this database fast, comprehensive and extremely valuable. Loaded with dates, events, statistics, facts, analysis, and footnotes
StudentProfiles StudentProfiles - StudentProfiles was created to be used by teachers / professors to keep track of their students and store various notes about them. Up to 500 characters of notes can be entered.
StudentProfiles requires that you have both the 'BeanDLL.dll' file ** and ** the runtime files for Visual Basic on your PocketPC computer
Patients Database for HanDBase This provides you the ward/out patient`s data including operation date,method,POD,and more
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 Acer X960
