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SmartOffice Mobile
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SmartOffice Mobile
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Accessing Policy Information
Using SmartOffice Mobile
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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 Guide
Revised
Contact Personal Dialog Box
Table of Contents
Modifying a Contact Record
Deleting a Contact Record
SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised
Introduction
Installing SmartOffice Mobile for Palm
6. 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 Palm
Click 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 Mobile
Contact Tab
SmartOffice Tab
1. 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 List
2. Tap the New button to open the Phone Details dialog box
Modifying a Contact Record
Contact Address List
Deleting a Contact Record
Modifying a Contact’s Phone Number
Creating a Business Contact Record
Business Address List
Business Phone List
Modifying a Business Record
Modifying a Business Phone Number
Calendar
Deleting a Business Record
DayView
Modifying a Business Address
MonthView
WeekView
Adding an Activity from the Calendar
AgendaView
Deleting an Activity from the Calendar
Activity Components
Modifying an Activity from the Calendar
Modifying a To Do Item
To Do
Adding a To Do Item
Deleting a To Do Item
Contact Menu
Adding a Timed Activity from the Activity Log
Activity Log
Adding an Non-timed Activity from the Activity Log
SmartPad
Adding a SmartPad Note
Accessing Investment Information
Accessing Policy Information
Deleting a SmartPad Note
Policies
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