Table of Contents

Table of Contents

 

Introduction

1

Installing SmartOffice Mobile for Palm

1

Setting Up SmartOffice Mobile for Palm

3

Accessing SmartOffice Mobile on the Palm OS® Device

3

Setting Up SmartOffice Mobile Synchronization Criteria

5

Preparing Data for Synchronization

8

Using SmartOffice Mobile

8

Contact Tab

8

Creating an Individual Contact Record

10

Contact Personal Dialog Box

11

Contact Phone List

12

Contact Address List

13

Modifying a Contact Record

13

Deleting a Contact Record

13

Creating a Business Contact Record

14

Contact Personal Dialog Box

15

Business Phone List

15

Business Address List

15

Modifying a Business Record

15

Deleting a Business Record

16

Calendar

16

DayView

16

WeekView

17

MonthView

17

AgendaView

18

Adding an Activity from the Calendar

18

Activity Components

19

Modifying an Activity from the Calendar

19

Deleting an Activity from the Calendar

19

To Do

20

Adding a To Do Item

20

Modifying a To Do Item

20

Deleting a To Do Item

21

Contact Menu

21

Activity Log

22

Adding a Timed Activity from the Activity Log

22

Adding an Non-timed Activity from the Activity Log

22

SmartPad

22

Adding a SmartPad Note

23

Deleting a SmartPad Note

24

Policies

24

Investments

24

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04

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Palm SmartOffice Mobile Table of Contents, Contact Personal Dialog Box, Modifying a Contact Record, Business Address List