Palm SmartOffice Mobile manual Deleting a SmartPad Note, Policies, Investments

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Deleting a SmartPad Note

Deleting a SmartPad Note

1.From the Contact View tab, tap Contact View and then select SmartPad from the drop-down list of modules to display the SmartPad tab.

2.Tap the SmartPad note for deletion to open the Details tab.

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

4.Tap the OK button to delete the selected record from the palm device and the server.

Policies

SmartOffice is used to display the Policies, Policy Details, Interested Parties, and Totals tabs on the PDA.

Note: Policy information is read-only and cannot be added, modified or deleted from the PDA.

Accessing Policy Information

1.From the Contact View tab, tap Contact View and then select Policies from the drop-down list of modules to display the Policies tab.

2.Tap the policy to display the Policy Details tab.

3.Tap the IntPrty icon to display the Interested Parties tab.

4.Tap the Done button and then tap the Done button again to return to the Policies tab.

5.Tap the Totals icon to display the Totals tab.

Investments

The Investments, Investment Details, and Investment Totals tabs show read-only investment information for the Contact. The Variable Annuity information is limited due to this restriction.

Accessing Investment Information

1.From the Contact View tab, tap Contact View and then select Investments from the drop-down list of modules to display the Investments tab.

2.Tap the investment to display the Investment Details tab.

3.Tap the Done button and then tap the Totals button display the Investment Totals tab.

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 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 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 CalendarModifying an Activity from the Calendar Activity ComponentsDeleting an Activity from the Calendar Adding a To Do Item To DoModifying 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