Palm SmartOffice Mobile manual Contact Address List, Modifying a Contact Record

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Contact Address List

Contact Address List

1.From the Contact View tab, tap the Address icon to display the Address List tab.

2.Tap the New button to open the Address Details dialog box.

3.Tap the Type drop-down arrow to select the address type.

4.Enter the remaining address information and then tap the Done button to save the additions.

Note: Both the preferred Phone Number and preferred Address are displayed on the Contact View tab of the Contact record.

Modifying a Contact Record

1.From the Contact View tab, tap the Edit icon to open the Details tab.

2.Modify the information as necessary and then tap the Done button to save the changes.

Modifying a Contact’s Phone Number

1.From the Contact View tab, tap the Phone icon to display the Phone List tab.

2.Tap the number for modification to open the Phone Details dialog box.

3.Modify the information as necessary and then tap the Done button to save the changes.

Modifying a Contact’s Address

1.From the Contact View tab, tap the Address icon to display the Address List tab.

2.Tap the address for modification to open the Address Details dialog box.

3.Modify the information as necessary and then tap the Done button to save the changes.

Deleting a Contact Record

1.From the Contact View tab, tap the Edit icon to display the Details tab.

2.Tap the Delete button to open the Delete Record dialog box.

3.Tap the OK button to delete the selected record from the palm device and the server. Note: Perform a HotSync™ operation to synchronize the data.

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 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 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 AgendaViewDeleting an Activity from the Calendar Activity ComponentsModifying an Activity from the Calendar Modifying a To Do Item To DoAdding 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