Palm manual Setting Up SmartOffice Mobile for Palm

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Setting Up SmartOffice Mobile for Palm

Setting Up SmartOffice Mobile for Palm

Accessing SmartOffice Mobile on the Palm OS® Device

To start SmartOffice Mobile, tap the SmartOffice icon.

When launching SmartOffice for the first time, the Security Information window is displayed. The user will have the option to either enable or disable security for the device. Once security is enabled, the only way to remove it is to uninstall and reinstall the SmartOffice Mobile application.

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