Palm manual Setting Up SmartOffice Mobile Synchronization Criteria

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Setting Up SmartOffice Mobile Synchronization Criteria

SyncMethod: By default, the HotSync option is selected for use with a cable/cradle connected to a PC with Palm Desktop and the HotSync Manager installed. This option can be cleared for synchronization with a wireless enabled device.

Protocol: Select the communication protocol used to communicate with the MobiLink Server. The options are TCP/IP, HTTP, or HTTP using a web server. An additional checkbox is displayed when HTTP is selected. This information will be provided by E-Z Data for SmartOffice Online users and by the IT department of corporate implementations.

SmartOffice Login Information: The Office, User, and Password for accessing SmartOffice must be entered in the appropriate fields. To enter the password, tap the Unassigned box, enter and confirm the SmartOffice login password, and tap the OK button. The password now shows as Assigned. If the SmartOffice One Card System (eOCS) is being used with SmartOffice, select the eOCS User checkbox to enable One Card System Outcomes when tracking activities.

MobiLink Server Details: The host URL or IP address and port assigned the MobiLink Server must be entered in order to synchronize successfully. This information is provided by E-Z Data for SmartOffice Online users and by the IT department of corporate implementations.

Once the correct information has been entered on the Synchronization Options window, tap the Done button to save the information.

Setting Up SmartOffice Mobile Synchronization Criteria

1.From the side menu, click Synchronization and select Mobile Device Setup to launch the Synchronization Setup Wizard.

2.From the first window of the Synchronization Setup Wizard, click the Next button.

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 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 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 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 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 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