Palm SmartOffice Mobile manual

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1. Tap the Find button without entering any search criteria to display the global Contacts list.

1. Tap the Find button without entering any search criteria to display the global Contacts list.

2.Enter a portion of the business name or individual contact’s last name and then tap the Find button to display the Contacts tab matching the search criteria.

3.Tap the first letter of the business name or individual contact’s last name to display the Contacts tab matching the search criteria.

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

Revised: 11-16-04

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Contents SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised SmartOffice Mobile for Palm User GuideRevised Contact Personal Dialog Box Table of ContentsModifying a Contact Record Deleting a Contact RecordSmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised Introduction Installing SmartOffice Mobile for Palm6. 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 Accessing SmartOffice Mobile on the Palm OS Device Setting Up SmartOffice Mobile for PalmClick 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 Preparing Data for Synchronization Using SmartOffice MobileContact 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 2. Tap the New button to open the Phone Details dialog box Contact Phone List3. Tap the Type drop-down arrow to specify the phone type Modifying a Contact Record Contact Address ListDeleting a Contact Record Modifying a Contact’s Phone NumberCreating a Business Contact Record Business Address List Business Phone ListModifying a Business Record Modifying a Business Phone NumberCalendar Deleting a Business RecordDayView Modifying a Business AddressMonthView WeekViewAdding an Activity from the Calendar AgendaViewModifying an Activity from the Calendar Activity ComponentsDeleting an Activity from the Calendar Adding a To Do Item To DoModifying a To Do Item Deleting a To Do Item Contact MenuAdding a Timed Activity from the Activity Log Activity LogAdding an Non-timed Activity from the Activity Log SmartPadAdding a SmartPad Note Accessing Investment Information Accessing Policy InformationDeleting a SmartPad Note Policies