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Preparing Data for Synchronization, Using SmartOffice Mobile, Contact Tab
Models:
SmartOffice Mobile
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Accessing Policy Information
Using SmartOffice Mobile
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Contents
SmartOffice Mobile for Palm User Guide
SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised
Revised
Table of Contents
Contact Personal Dialog Box
Modifying a Contact Record
Deleting a Contact Record
SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised
Installing SmartOffice Mobile for Palm
Introduction
6. If the username assigned to the Palm device does not appear in the User field, click the down-arrow at the end of the field and select it before clicking the Done button
Setting Up SmartOffice Mobile for Palm
Accessing SmartOffice Mobile on the Palm OS Device
Click the Yes button to enable security and display the SmartOffice Mobile Login window. The password is required each time SmartOffice Mobile is launched. The password must be at least 6 characters with at least one alpha and one numeric character. The password can be changed at any time by accessing the Security Password option from the main SmartOffice Mobile menu. Once the password has been entered and the user taps the OK button, the Synchronization Options window opens
Setting Up SmartOffice Mobile Synchronization Criteria
3. Choose to synchronize all contacts or selected contacts and click the Next button
5. From the SmartPad Selection window, set the number of SmartPad entries to synchronize. Alternately, a range in months or just SmartPad entries manually added as notes can be synchronized
Using SmartOffice Mobile
Preparing Data for Synchronization
Contact Tab
SmartOffice Tab
1. Tap the Find button without entering any search criteria to display the global Contacts list
Creating an Individual Contact Record
Contact Personal Dialog Box
Contact Phone List
2. Tap the New button to open the Phone Details dialog box
3. Tap the Type drop-down arrow to specify the phone type
Contact Address List
Modifying a Contact Record
Deleting a Contact Record
Modifying a Contact’s Phone Number
Creating a Business Contact Record
Business Phone List
Business Address List
Modifying a Business Record
Modifying a Business Phone Number
Deleting a Business Record
Calendar
DayView
Modifying a Business Address
WeekView
MonthView
AgendaView
Adding an Activity from the Calendar
Activity Components
Modifying an Activity from the Calendar
Deleting an Activity from the Calendar
To Do
Adding a To Do Item
Modifying a To Do Item
Contact Menu
Deleting a To Do Item
Activity Log
Adding a Timed Activity from the Activity Log
Adding an Non-timed Activity from the Activity Log
SmartPad
Adding a SmartPad Note
Accessing Policy Information
Accessing Investment Information
Deleting a SmartPad Note
Policies
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