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Palm manual Setting Up SmartOffice Mobile for Palm

Models: SmartOffice Mobile

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Accessing Policy Information Using SmartOffice Mobile

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Palm manual Setting Up SmartOffice Mobile for Palm, Accessing SmartOffice Mobile on the Palm OS Device

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Contents

SmartOffice v3.5 - SmartOffice Mobile for Palm User Guide Revised SmartOffice Mobile for Palm User Guide Revised Deleting a Contact Record Table of ContentsContact Personal Dialog Box Modifying 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 SmartOffice Tab Using SmartOffice MobilePreparing Data for Synchronization Contact 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 Modifying a Contact’s Phone Number Contact Address ListModifying a Contact Record Deleting a Contact Record Creating a Business Contact Record Modifying a Business Phone Number Business Phone ListBusiness Address List Modifying a Business Record Modifying a Business Address Deleting a Business RecordCalendar DayView MonthView WeekView Adding an Activity from the Calendar AgendaView Modifying an Activity from the Calendar Activity ComponentsDeleting an Activity from the Calendar Adding a To Do Item To DoModifying a To Do Item Deleting a To Do Item Contact Menu SmartPad Activity LogAdding a Timed Activity from the Activity Log Adding an Non-timed Activity from the Activity Log Adding a SmartPad Note Policies Accessing Policy InformationAccessing Investment Information Deleting a SmartPad Note

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