Palm SmartOffice Mobile manual Activity Components, Modifying an Activity from the Calendar

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Activity Components

Activity Components

Time: Tap the Time button to specify the Start and End Time of an activity.

Contact: Tap the Contact button to link a contact to the activity.

Location: Enter the Location for the activity.

Type: Tap the Type drop-down arrow to display the activity type list.

Reason: Enter the Reason for the activity. If the reason takes up more than the space provided, tap the Reason button to open the Details tab and display the complete entry.

Done: Tap the Done button to save the activity.

Private: Select this option to designate the activity as private.

Tracked: Select the Tracked option to enter an Appointment into the Activity Tracking cycle.

Alarm: Select the Alarm option and then specify the amount of time before the activity to be reminded.

Priority: Tap the Priority Type drop-down arrow to specify the priority.

Modifying an Activity from the Calendar

1.From the SmartOffice tab, select Calendar from the drop-down list to open the DayView calendar.

2.Tap the applicable activity to open the Activity Details tab.

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

Deleting an Activity from the Calendar

1.From the SmartOffice tab, select Calendar from the drop-down list to open the DayView calendar.

2.Tap the applicable activity to open the Activity Details tab.

3.Tap the Delete button to display the confirmation dialog box.

4.Tap the OK button to delete the activity.

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 Deleting a Contact Record Table of ContentsContact Personal Dialog Box Modifying 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 SmartOffice Tab Using SmartOffice MobilePreparing Data for Synchronization Contact 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’s Phone Number Contact Address ListModifying a Contact Record Deleting a Contact RecordCreating a Business Contact Record Modifying a Business Phone Number Business Phone ListBusiness Address List Modifying a Business RecordModifying a Business Address Deleting a Business RecordCalendar DayViewMonthView 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 MenuSmartPad Activity LogAdding a Timed Activity from the Activity Log Adding an Non-timed Activity from the Activity LogAdding a SmartPad Note Policies Accessing Policy InformationAccessing Investment Information Deleting a SmartPad Note