Palm SmartOffice Mobile manual Creating an Individual Contact Record

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Creating an Individual Contact Record

Creating an Individual Contact Record

1.From the SmartOffice tab, select Contact to open the Find Contact dialog box.

2.Tap the New button to open the Record Type dialog box.

3.Select the Individual option and then tap the Done button to display the Details tab.

4.Enter the contact information and then tap the Details button as well as the Phone, Address, and Web Address icons to enter the corresponding information.

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 Modifying a Contact Record Table of ContentsContact Personal Dialog Box 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 Contact Tab Using SmartOffice MobilePreparing Data for Synchronization 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 3. Tap the Type drop-down arrow to specify the phone type Contact Phone List2. Tap the New button to open the Phone Details dialog box Deleting a Contact Record Contact Address ListModifying a Contact Record Modifying a Contact’s Phone NumberCreating a Business Contact Record Modifying a Business Record Business Phone ListBusiness Address List Modifying a Business Phone NumberDayView Deleting a Business RecordCalendar Modifying a Business AddressWeekView MonthViewAgendaView Adding an Activity from the CalendarDeleting an Activity from the Calendar Activity ComponentsModifying an Activity from the Calendar Modifying a To Do Item To DoAdding a To Do Item Contact Menu Deleting a To Do ItemAdding an Non-timed Activity from the Activity Log Activity LogAdding a Timed Activity from the Activity Log SmartPadAdding a SmartPad Note Deleting a SmartPad Note Accessing Policy InformationAccessing Investment Information Policies