Palm SmartOffice Mobile Table of Contents, Contact Personal Dialog Box, Deleting a Contact Record

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Table of Contents
Introduction	1
Installing SmartOffice Mobile for Palm	1
Setting Up SmartOffice Mobile for Palm	3
Accessing SmartOffice Mobile on the Palm OS® Device	3
Setting Up SmartOffice Mobile Synchronization Criteria	5
Preparing Data for Synchronization	8
Using SmartOffice Mobile	8
Contact Tab	8
Creating an Individual Contact Record	10
Contact Personal Dialog Box	11
Contact Phone List	12
Contact Address List	13
Modifying a Contact Record	13
Deleting a Contact Record	13
Creating a Business Contact Record	14
Contact Personal Dialog Box	15
Business Phone List	15
Business Address List	15
Modifying a Business Record	15
Deleting a Business Record	16
Calendar	16
DayView	16
WeekView	17
MonthView	17
AgendaView	18
Adding an Activity from the Calendar	18
Activity Components	19
Modifying an Activity from the Calendar	19
Deleting an Activity from the Calendar	19
To Do	20
Adding a To Do Item	20
Modifying a To Do Item	20
Deleting a To Do Item	21
Contact Menu	21
Activity Log	22
Adding a Timed Activity from the Activity Log	22
Adding an Non-timed Activity from the Activity Log	22
SmartPad	22
Adding a SmartPad Note	23
Deleting a SmartPad Note	24
Policies	24
Investments	24

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 Contact Phone List 2. Tap the New button to open the Phone Details dialog box3. Tap the Type drop-down arrow to specify the phone type 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 AgendaViewActivity Components Modifying an Activity from the CalendarDeleting an Activity from the Calendar To Do Adding a To Do ItemModifying 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