Smart Parts Mobile for Pocket PC Creating an Individual Contact Record

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Creating an Individual Contact Record

There are two ways to create a new Contact Record:

From the Contact Summary tab

1. From the SmartOffice Mobile Main tab, select Contacts. By default, the Personal

(Individual) Contact Summary tab is displayed.

2. Tap New to open the Record Type dialog box.

3. Select the Individual option and then tap OK to display the Edit screen.

4. Enter the required Individual Contact information and then tap OK to display the Detail

tab.

SmartOffice® – SmartOffice Mobile Pocket PC User Guide

Page: 13

Contents

Main Page Table of Contents Page Introduction Installing SmartOffice Mobile for Pocket PC Page Page Page Synchronization Options Setting Up SmartOffice Mobile Synchronization Criteria Page Page Preparing Data for Synchronization SmartOffice Mobile Main Screen Contacts Page Page Creating an Individual Contact Record Page Page Modifying a Contact Record Deleting a Contact Record Page Creating a Business Contact Record From the Contact Summary screen Page Page Modifying a Business Record Deleting a Business Record Calendar AgendaView DayView Page Adding an Activity from the Calendar Modifying an Activity from the Calendar Page Deleting an Activity from the Calendar Page ToDo Adding a ToDo Item Modifying a ToDo Item From the Activity Edit tab 4. Make the necessary modifications and then tap OK to save the changes. Deleting a ToDo Page Activity Log Adding a Timed Activity from the Activity Log Adding an Non-timed Activity from ToDo SmartPad Page Policies Accessing Policy Information Investments