Palm manual Introduction, Installing SmartOffice Mobile for Palm

Page 5

Introduction

Introduction

SmartOffice Mobile for Palm is a custom application developed by E-Z Data to synchronize data between SmartOffice® and a Palm OS device. The application uses iAnywhere Solutions’ Ultralite database and MobiLink Server to synchronize data without interfering with existing applications on the device.

The following record types can be synchronized:

•Contact – Individual

•Contact – Business

•Activity

•SmartPad

•Policies

•Investments

Installing SmartOffice Mobile for Palm

1.Log into SmartOffice.

2.From the side menu, click User Setup and Installations to open the Installations spreadsheet.

3.The Installations spreadsheet appears and displays all the available installations. From this spreadsheet, click the SmartOffice Mobile for Palm and Pocket PC link.

4.Select the Click here to download and install SmartOffice Mobile for Palm option to begin the installation file download.

5.From the File Download dialog box, click the Open button to start the installation. Alternately, the installation file can also be saved to the PC and installed from the saved location.

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide

Revised: 11-16-04

Page 1

Image 5

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