Palm manual Preparing Data for Synchronization, Using SmartOffice Mobile, Contact Tab

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Preparing Data for Synchronization

Preparing Data for Synchronization

After the criteria for synchronization has been selected, an initial synchronization must be done.

1.From the SmartOffice side menu, click Synchronization and select Update Mobile Device to open the Update Mobile Device with Changes dialog box.

2.Select the Perform a full refresh of the data from SmartOffice radio button to populate data meeting the synchronization criteria to a database table used for keeping track of the information that has been synchronized.

3.Perform a HotSync with the PDA to complete the initial synchronization.

After the initial synchronization, complete the following steps to add new information from SmartOffice:

1.From the SmartOffice side menu, click Synchronization and select Update Mobile Device to open the Update Mobile Device with Changes dialog box.

2.Select the Update Mobile Device with new records and modifications radio button to populate any additions made in SmartOffice to the database table so they will be synchronized on the next HotSync. Any data added or modified in SmartOffice Mobile on the PDA will automatically be added to SmartOffice on the next HotSync.

Using SmartOffice Mobile

SmartOffice Tab

Tap the SmartOffice tab to open a list of options.

Contact Tab

From the SmartOffice tab, select Contact to open the Find Contact dialog box. There are three ways to search for a Contact (Individual or Business) record:

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide

Revised: 11-16-04

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Contents SmartOffice Mobile for Palm User Guide SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide RevisedRevised Table of Contents Contact Personal Dialog BoxModifying a Contact Record Deleting a Contact RecordSmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised Installing SmartOffice Mobile for Palm Introduction6. 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 DeviceClick 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 SynchronizationContact Tab SmartOffice Tab1. 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 box3. Tap the Type drop-down arrow to specify the phone type Contact Address List Modifying a Contact RecordDeleting a Contact Record Modifying a Contact’s Phone NumberCreating a Business Contact Record Business Phone List Business Address ListModifying a Business Record Modifying a Business Phone NumberDeleting a Business Record CalendarDayView Modifying a Business AddressWeekView MonthViewAgendaView Adding an Activity from the CalendarActivity Components Modifying an Activity from the CalendarDeleting an Activity from the Calendar To Do Adding a To Do ItemModifying a To Do Item Contact Menu Deleting a To Do ItemActivity Log Adding a Timed Activity from the Activity LogAdding an Non-timed Activity from the Activity Log SmartPadAdding a SmartPad Note Accessing Policy Information Accessing Investment InformationDeleting a SmartPad Note Policies