Palm manual Introduction, Installing SmartOffice Mobile for Palm

Introduction

SmartOffice Mobile for Palm is a custom application developed by E-Z Data to synchronize data between SmartOffice® and a Palm OS device. The application uses iAnywhere Solutions’ Ultralite database and MobiLink Server to synchronize data without interfering with existing applications on the device.

The following record types can be synchronized:

•Contact – Individual

•Contact – Business

•Activity

•SmartPad

•Policies

•Investments

Installing SmartOffice Mobile for Palm

1.Log into SmartOffice.

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

3.The Installations spreadsheet appears and displays all the available installations. From this spreadsheet, click the SmartOffice Mobile for Palm and Pocket PC link.

4.Select the Click here to download and install SmartOffice Mobile for Palm option to begin the installation file download.

5.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® v3.5 – SmartOffice Mobile for Palm User Guide

Revised: 11-16-04

Page 1