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Palm manual SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised

Models: 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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Palm manual SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised

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Contents

SmartOffice Mobile for Palm User Guide SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised Revised Table of Contents Contact Personal Dialog BoxModifying a Contact Record Deleting a Contact Record SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised Installing SmartOffice Mobile for Palm Introduction 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 Setting Up SmartOffice Mobile for Palm Accessing SmartOffice Mobile on the Palm OS Device 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 Using SmartOffice Mobile Preparing Data for SynchronizationContact 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 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 Contact Address List Modifying a Contact RecordDeleting a Contact Record Modifying a Contact’s Phone Number Creating a Business Contact Record Business Phone List Business Address ListModifying a Business Record Modifying a Business Phone Number Deleting a Business Record CalendarDayView Modifying a Business Address WeekView MonthView AgendaView Adding an Activity from the Calendar Modifying an Activity from the Calendar Activity ComponentsDeleting an Activity from the Calendar Adding a To Do Item To DoModifying a To Do Item Contact Menu Deleting a To Do Item Activity Log Adding a Timed Activity from the Activity LogAdding an Non-timed Activity from the Activity Log SmartPad Adding a SmartPad Note Accessing Policy Information Accessing Investment InformationDeleting a SmartPad Note Policies

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