Smart Parts manual Introduction, Installing SmartOffice Mobile for Pocket PC

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Introduction

E-Z Data Inc.’s SmartOffice Mobile for Pocket PC® is a robust application developed for devices running Microsoft’s Pocket PC® operating system. Using iAnywhere Solutions’ Ultralite database with MobiLink Server, SmartOffice Mobile for Pocket PC® is used to seamlessly synchronize SmartOffice data with Pocket PC® devices.

The following record types can be synchronized using SmartOffice Mobile for Pocket PC®:

•Contact – Individual

•Contact – Business

•Calendar

•SmartPad

•Policies

•Investment

Installing SmartOffice Mobile for Pocket PC®

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

The Installations spreadsheet displays all available installation options. From this spreadsheet, click the SmartOffice Mobile for Palm and Pocket PC link to open the Install SmartOffice for Mobile devices dialog box.

2.Select the Click here to download and install SmartOffice Mobile for Pocket PC option to begin the installation file download.

3.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® – SmartOffice Mobile Pocket PC User Guide

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Contents SmartOffice Mobile for Pocket PC User Guide Toll-free fax 800 Revised 7/29/2004 Table of Contents Page Introduction Installing SmartOffice Mobile for Pocket PCSmartOffice SmartOffice Mobile Pocket PC User Guide Running SmartOffice Mobile for the First Time Accessing SmartOffice Mobile on the Pocket PC DeviceSmartOffice SmartOffice Mobile Pocket PC User Guide Synchronization Options Setting Up SmartOffice Mobile Synchronization Criteria SmartOffice SmartOffice Mobile Pocket PC User Guide SmartOffice SmartOffice Mobile Pocket PC User Guide Preparing Data for Synchronization Contacts SmartOffice Mobile Main ScreenSmartOffice SmartOffice Mobile Pocket PC User Guide SmartOffice SmartOffice Mobile Pocket PC User Guide From the Contact Summary tab Creating an Individual Contact RecordContact Phone Number From the New menu in the SmartOffice Mobile Main screenContact E-mail/Web Address Contact AddressModifying a Contact’s Phone Number Modifying a Contact RecordModifying Contact Address Deleting a Contact RecordModifying E-mail Address Deleting a Contact’s Phone NumberDeleting a Contact’s E-mail/Web Address Deleting a Contact’s AddressFrom the Contact Summary screen Creating a Business Contact RecordFrom the New menu in SmartOffice Mobile Main screen Business Address Business Phone NumberDeleting a Business Record Modifying a Business RecordDayView CalendarAgendaView MonthView WeekViewFrom the AgendaView Adding an Activity from the CalendarModifying an Activity from the Calendar From the Activity Details tab Deleting an Activity from the Calendar From the Activity Detail tab read-only modeFrom the Activity Edit tab edit mode Adding a ToDo Item ToDoFrom the ToDo List Modifying a ToDo ItemFrom the Activity Edit tab Deleting a ToDoFrom the Activity Details tab Adding a Timed Activity from the Activity Log Activity LogAdding an Non-timed Activity from ToDo SmartPadDeleting a SmartPad Note Adding a SmartPad NoteFrom SmartPad Summary From SmartPad Detail screenPolicies Accessing Policy InformationInvestments Accessing Investment InformationSmartOffice SmartOffice Mobile Pocket PC User Guide

Mobile for Pocket PC specifications

Smart Parts Mobile for Pocket PC emerged as a revolutionary application designed to enhance productivity and streamline workflows on handheld devices. Built specifically for Windows Mobile powered Pocket PCs, this software allowed users to take full advantage of their devices while on the go.

One of the standout features of Smart Parts Mobile was its user-friendly interface, which catered to individuals accustomed to desktop environments. This ease of use made it simple for users to navigate their documents and applications without requiring a steep learning curve. The mobile version boasted optimized touch-screen controls, enabling quick access to essential functionalities.

Smart Parts Mobile excelled in its ability to seamlessly integrate with existing document management systems. Utilizing advanced synchronization technologies, users could easily transfer information between their Pocket PCs and office-based systems. This ensured that data was consistently up-to-date, allowing for real-time collaboration and decision-making.

The application supported a wide range of file formats, including Microsoft Office documents, PDFs, and various image types. This versatility allowed users to access critical files and presentations from anywhere, fostering a mobile work culture that was increasingly becoming the norm.

Smart Parts Mobile also embraced wireless connectivity options, enabling users to stay connected through Wi-Fi and mobile networks. Push notifications and alerts kept users informed on project updates and deadlines, further enhancing productivity. The software featured a built-in calendar and task manager, allowing for streamlined scheduling and resource allocation.

For enhanced functionality, Smart Parts Mobile included customization options, enabling users to tailor their workspace according to their preferences. With the option to add shortcuts and frequently used tools, productivity was maximized, empowering users to work efficiently.

Security was another area where Smart Parts Mobile did not compromise. The application implemented native encryption and password protection features, ensuring sensitive information remained secure while being accessed on portable devices.

Overall, Smart Parts Mobile for Pocket PC epitomized the integration of technology into daily workflows, proving to be an indispensable tool for professionals seeking to enhance their productivity while managing tasks remotely. Its commitment to user experience, integration capabilities, and security positioned it as a leader in mobile productivity solutions.
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