Index A Action field 17 Add button 14 Add new list item icon 12 Add new rule icon 10, 12, 16 Advanced Condition panel 15, 19 Advanced conditions 13, 15, 18, 20 After comparison option 11, 13, 18 After or equal comparison option 11, 13, 18 Aggregates group 15, 20 Alignment options 9 Allow Maximize switch 7 Appearance category 7 Auto button 3 Automatically refresh every switch 4 Automatically start this dashboard switch 4 B Back button 2 Background style 17 Bar button 5 Before comparison option 11, 13, 18 Before or equal comparison option 11, 13, 18 Between comparison option 12, 14, 19 Value action 17 Bottom 24 Box style 17 C Cancel button 16, 20 Card button 5 Charts & Gauges Scaling Ratio field 24 Circle style 17 Claim # column 33 Claim Notes 33 Notes view 32, 33 Claims (detail) View 32 Claims (summary) View 31 Claims Ageing view 31 Claims Ageing View 31 Claims menu 30 Claims SmartView Dashboard 30 Claims view 31, 32 Client Information column 27 Collapse icon 5 Column button 5 Column field 18 Columns category 8 Columns group 15, 20 Common Panels 21 Comparison options 11, 13, 18 Comparison Values 12, 14, 19 Condition 13, 17 Conditional Formatting tab 10, 16 Configuration panel 6, 12, 16 Contains comparison option 12, 14, 19 Control icon 5, 7 Control panel 12, 16 Criteria icon 5, 7 Criteria tab 11 Currency column 27 Custom Margins fields 24 Custom Paper Size fields 24 D Dashboard Configuration panel 4 Dashboard Configuration Panel (Analysis Mode) 4 Dashboard Controls 2 Dashboard group 2, 22 Dashboard toolbar 2 Dashboards 3 Dashboards 3 Data Type column 8 Data Type group 16, 20
DataView Configuration (Analysis Mode) 6 Date & Time group 16, 20 Delete icon 12 Design button 3 Disk style 18 Display Criteria Values switch 7 Display field 8 Display Mode 6 Display Toolbar switch 7 Display Window Title Bar switch 7 Document Properties category 23 Document Title field 23 Does not contain comparison option 12, 14, 19 Does not end with comparison option 11, 14, 19 Does not start with comparison option 11, 13, 18 E Effective Date column 27 Endorsement transaction type 26 Ends with comparison option 11, 14, 18 comparison option 11, 13, 18 Excel button 6 Excellent reason 17 Exclude option 13 Expand icon 5, 7 Export button 3, 22, 24 Export Options panel 22, 23 Export Options Panel 22 F Fields list 15, 20 Filtering tab 10, 12 FNOL sub-status 31, 32 Format field 9 Format when exporting to field 9 Formula Field 15, 20 Functions list 15, 20 G General / Numeric group 16, 20 General category 6 General group 15, 20 General SmartView Dashboard Controls 2 Good reason 17 Guide 1 H Height field 24 Highlight Cell action 17 Highlight Row action 17 Home page 25 I In list comparison option 12, 14, 19 Include option 13 Introduction 1 Is empty comparison option 11, 13, 18 Is not empty comparison option 11, 13, 18 Issue reason 17 L Landscape orientation 24 Layout Cell field 8 Left 24 Line button 5 Logical group 16, 20 M Managing Conditional Formatting Rules 16 Managing Filter Rules 12 Margins field 24 Math & Stat group 16, 20 Maximum Number Of Rows field 8 More button 22 Move column 8 Move icon 10, 12, 16 N New Business transaction type 26 Not between comparison option 12, 14, 19 Not equal comparison option 11, 13, 18 Not in list comparison option 12, 14, 19 Notes button 2, 5 Notes icon 5
panel 21 Notes Panel 21 O OK button 16, 20 One Data View Per Page switch 24 Open button 2, 3 Open status 31, 32 Operators list 16, 20 Options button 3, 4, 5, 6, 12, 16 Options category 4, 9, 12, 16 Orientation field 24 P Paper Size field 24 Pause button 3 PDF button 6 Pie button 5 Policy SmartView Dashboard 25 Portrait orientation 24 Premium By 28 Premium By view 28 Premium column 27 Product column 27 Q Quarterly Premium by Product 28 Quarterly Premium by Product view 28, 29 Quick Access group 3, 4 button 3 R Reason field 17 Refresh button 2, 5 Remove button 14 Renewal transaction type 26 Reports menu 25 Revert default configuration button 6 field 24 Rule Editor window 12, 13, 16, 17 S Save button 2, 5 Schedule button 6 Seconds field 4 See All icon 8 Severe Issue reason 17 Severe Warning reason 17 Show All switch 3 Show column 8 Show Data Rows option 9 Show Grand Total option 10 Show In Quick Access switch 4 Show Subtotal Rows option 10 Simple Condition panel 13, 18 Simple conditions 13, 18 SmartView menu item 25, 30 button 3 Snapshot button 5 Sort by field 9 Sorting & Sub-Totals tab 9 Source Value 11, 13, 18 Starts with comparison option 11, 13, 18 Status column 27 Style field 17 Submissions/Policies 26 Submissions/Policies view 26, 27 Subtotal Options 9 T Tab Index field 8 Table button 5 Taxes column 27 Term ID/Policy Number column 27 Text 16, 20 Then by field 9 Tile and Data View Controls 5 Title column 8 Title field 6, 9 Top field 24 Transactions by Distributor 26 Transactions by Distributor view 26