Palm SmartOffice Mobile manual Deleting a Business Record, Calendar, DayView

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Modifying a Business Address

Modifying a Business 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 Business 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.

Calendar

The Calendar views are: DayView, WeekView, MonthView and AgendaView.

DayView

From the SmartOffice tab, select Calendar to open the DayView calendar. The DayView is used to display the activities for a specific day. The activities of a previous or future day can be displayed by tapping the left or right arrows.

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 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 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 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 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