Palm SmartOffice Mobile User's Manual
Contents
1. E Palm OS Simulator TungstenT3_EFIGS r E Eg Cunningham John Location Subject DT DT e packages offered O Done EI Private M Tracked O Alarm v Normal SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 18 Activity Components Time Tap the Time button to specify the Start and End Time of an activity Contact Tap the Contact button to link a contact to the activity Location Enter the Location for the activity Type Tap the Type drop down arrow to display the activity type list Reason Enter the Reason for the activity If the reason takes up more than the space provided tap the Reason button to open the Details tab and display the complete entry Done Tap the Done button to save the activity Private Select this option to designate the activity as private Tracked Select the Tracked option to enter an Appointment into the Activity Tracking cycle Alarm Select the Alarm option and then specify the amount of time before the activity to be reminded Priority Tap the Priority Type drop down arrow to specify the priority Modifying an Activity from the Calendar 1 From the SmartOffice tab select Calendar from the drop down list to open the Day View calendar 2 Tap the applicable activity to open the Activity Details tab 3 Modify the information as necessary and then tap the Done button to save the changes Deleting an Activity from the Calendar 1 From the2. 1 From the Contact View tab tap the Address icon to display the Address List tab 2 Tap the address for modification to open the Address Details dialog box 3 Modify the information as necessary and then tap the Done button to save the changes Deleting a Contact Record 1 From the Contact View tab tap the Edit icon to display the Details tab 2 Tap the Delete button to open the Delete Record dialog box 3 Tap the OK button to delete the selected record from the palm device and the server Note Perform a HotSync operation to synchronize the data SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 13 Creating a Business Contact Record l From the SmartOffice tab select Contact to open the Find Contact dialog box 2 Tap the New button to open the Record Type dialog box 3 Select the Business option and then tap the Done button to display the Details tab BE Palm OS Simulator TungstenT3_EFIGS r ME Ea Palm OS Simulator TungstenT3_EFIGS r ME Ea Details v S Corporat e Client GOTT Ace Building Recordl ype Select the type of contact O Individual W Business Enter the business information and then tap the Details button as well as the Phone Address and Web Address icons to enter the corresponding information Tap the Done button to save the information and display the Contact View tab E Palm OS Simulator TungstenT3_EFIGS r Hii
3. Ace Building 987 E 21st Street Los Angeles CA 90024 Phone 626 987 7288 Done Edit Details lt gt ea SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 14 Contact Personal Dialog Box l Ss From the Contact View tab tap the Details button to open the Contact Personal dialog box Be Palm OS Simulator TungstenT3_EFIGS r Hig Fa Ace Building 937E 21st Street Business Details Est Date 06 19 1989 e Industry Y Construction Revenue 2800000 Employees 65 Enter the business information and then tap the Done button to save the additions Business Phone List be 2 3 4 From the Contact View tab tap the Phone icon to display the Phone List tab Tap the New button to open the Phone Details dialog box Tap the Type drop down arrow to select the phone type Enter the remaining phone information and then tap the Done button to save the additions Business Address List l 2 3 4 From the Contact View tab tap the Address icon to display the Address List tab Tap the New button to open the Address Details dialog box Tap the Type drop down arrow to select the address type Enter the remaining address information and then tap the Done button to save the additions Note Both the preferred Phone Number and preferred Address are displayed on the Contact View tab of the Contact record Modifying a Business Record Modifying a Business recor
4. S GE 6 T SmartOffice Mobile for Palm User Guide SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Copyright 1998 2004 E Z Data Inc All Rights Reserved No part of this documentation may be copied reproduced or translated in any form without the prior written consent of E Z Data Inc All product names are trademarks of their respective manufacturers or organizations 34 DATA 918 E Green Street Pasadena CA 91106 Web http www ez data com Telephone 626 585 3505 Fax 626 440 9097 U S toll free fax 800 779 3123 Revised 11 16 04 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Table of Contents Tiroa o EE l Installans Smanoffice Mobile for Pallfirersr A l Sette Wp SmantOmice Mobile for Pali onini Ee 3 Accessing SmartOffice Mobile on the Palm OS Device cc cceecccccccccceesseseeceeeeceeaeeeeseceeeeeesaaaaneeeees 3 Setting Up SmartOffice Mobile Synchronization Criteria ccccccccssseessccceecceeeeeeeeceeeeeeeesenseeeceseeeeeeeees 5 Preparing Data Tor SYNC E EE 8 Usne SimartO lee ee EE ates ed ida eat ee 8 EE HE mn Sune CE ReTav ene OR ACERT nny Tene gT 8 Creatine an lidividial Contact Record sacducacecsonssshaichcncodsuasanteacecusessotadeeedcsensledsaeansuscusadegswsadcbedcnantedses 10 Contact Personal Didog Ee 11 Contac Phone Ee 12 Contac Address E E 13 EE ee 13 Deletin ea Contact Record Eet 13 Cre
5. TungstenT3_EFIGS r BE Palm OS Simulator TungstenT3_EFIGS r ME Eg Ansong Lynn 213 123 1324 Ansong Deana 626 552 2342 Ansong David 310 799 2951 Ansong Judy 808 821 5718 3 Tap the first letter of the business name or individual contact s last name to display the Contacts tab matching the search criteria SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 9 B Palm OS Simulator TungstenT3_EFIGS r ME Palm OS Simulator TungstenT3_EFIGS r ME Contacts Find Contact Badinas Samuel 213 555 3555 Baker Robert 626 378 9072 Baker Rhonda 626 378 9072 Enter Contact Last Name Barnaby Christine 626 585 9748 Barnaby Bill 626 585 9748 Baronov Alexi 828 455 3367 Bart Troy Bartel Maribel AMEN C D E FIG H 1 J K L M Bartelo Ramon 626 223 2342 NIO P air s TiUlV W x z Bartelo Marisa 213 989 0433 Bartelo Luz 323 726 2188 Creating an Individual Contact Record 1 From the SmartOffice tab select Contact to open the Find Contact dialog box 2 Tap the New button to open the Record Type dialog box 3 Select the Individual option and then tap the Done button to display the Details tab Palm 05 Simulator TungstenT3_EFIGS r Ei Palm 05 Simulator TungstenT3_EFIGS r iil ES RecordType Greeting James Tithe Mr Beete Dee COMPO W Individual LI Business ETIB A Client conmo abc 123 4 Ente
6. 41S M T WIT iim S gt Calendar ECC CCTeCe Tere E errr errr er reece cee errr rece AE Synchronize Sync Options Security Password M 400 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 16 WeekView The Week View is used to view activities for a specific week The activities of a previous or future week can be displayed by tapping the left or right arrows B Palm OS Simulator TungstenT3_EFIGS r Biel Ea May 04 d Week 19 gt MonthView The MonthView is used to display activities for a specific month The activities of a previous or future month can be displayed by tapping the left or right arrows E Palm OS Simulator TungstenT3_EFIGS r Biel Ea May 2004 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 17 AgendaView The AgendaView is used to display a combination of timed and non timed activities for a specific day The activities of a previous or future day can be displayed by tapping the left or right arrows B Palm OS Simulator TungstenT3_EFIGS r ME Ea ZK dewMirwIr i s gt 9 00 am Cunningham John John wil LJ Anderson Phlm Call to follo OI Peterson Norma Discuss las Adding an Activity from the Calendar 1 From the DayView calendar tap the New button to open the Activity Details tab 2 Enter the activity information and then tap the Done button to save the activity
7. B Palm 05 Simulator TungstenT3_EFIGS r BE E Palm 05 Simulator TungstenT3_EFIGS r iii Ei Contact Calendar Synchronize Sync Options Security Password M SmartOffice Mobile Version a for Palm OS Contact Tab From the SmartOffice tab select Contact to open the Find Contact dialog box There are three ways to search for a Contact Individual or Business record SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 8 1 Tap the Find button without entering any search criteria to display the global Contacts list Palm 05 Simulator TungstenT3_EFIGS r BE ES E palm Oe Simulator TungstenT3_EFIGS r MIE ES Find Contact Enter Contact Last Name AIB C D E F G H I J K L IM NJO PJQIRIS TIULY W X z Ak 4 Abernathy Brad 626 522 1160 Ace Building 626 987 7288 Ackerman Joseph 626 799 2951 Ackerman Kathleen 626 984 0382 Ackerman Kenneth 626 555 1213 Ackerman Marianne 626 799 2951 Acme Corporation 800 356 6542 Adams Frank 626 433 0928 Adams Margaret 626 962 2032 Adams William 626 512 1231 Adcock Martin 213 449 0771 2 Enter a portion of the business name or individual contact s last name and then tap the Find button to display the Contacts tab matching the search criteria Find Contact Enter Contact Last Name ong a AJB C DIE F G H I J K L M N ojP QjR s T u v w x Y z amp ig E Palm OS Simulator
8. Palm OS Simulator TungstenT3_EFIGS r ME E Lk di S Card Info kel Expense e e w P S OG A d A When launching SmartOffice for the first time the Security Information window is displayed The user will have the option to either enable or disable security for the device Once security is enabled the only way to remove it is to uninstall and reinstall the SmartOffice Mobile application SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 3 B Palm OS Simulator TungstenT3_EFIGS r ME Ea BE Palm OS Simulator TungstenT3_EFIGS r ME Ea Security Information Si SmartOffice Mobile Enabling security on this device will encrypt the database and require SmartOffice Mobile Login a password whenever SmartOffice Enter Security Password Mobile is accessed Do you wish Password OOO to enable security Confirm III 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 Palm OS Simulator TungstenT3_EFIGS r ME E Synchronization Options Sync M
9. SmartOffice tab select Calendar from the drop down list to open the Day View calendar 2 Tap the applicable activity to open the Activity Details tab 3 Tap the Delete button to display the confirmation dialog box 4 Tap the OK button to delete the activity Palm 05 Simulator TungstenT3_EFIGS r GEES WR Palm Oe Simulator TungstenT3_EFIGS r ME Ea May 6 04 May 6 04 Peterson NORM Location Office Subject Delete Record VK Records deleted from SmartOffice Mobile will be deleted from the Server Are you sure you want to delete the Gelee for Norma based on last D O Done O Private M Tracked O Alarm Normal selected record SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 19 To Do From the SmartOffice tab select To Do from the drop down list to open the non timed activities list E Palm OS Simulator TungstenT3_EFIGS r ME Ea E Palm OS Simulator TungstenT3_EFIGS r ME Ea NORMAL 4 5 MT w e S gt Contact LJ Anderson Phulm Call to follow up Calendar CJ Peterson Norma Discuss last m ToDo Synchronize Sync Options Security Password 9M Adding a To Do Item 1 From the SmartOffice tab select To Do from the drop down list to open the non timed activities list 2 Tap the New button to open the Activity Details tab 3 Enter the non timed activity information and then tap the Done button to save the activity Modifyin
10. Pad s per Contact d To change the selection click the Back button d Click the Finish button to save the Setup SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 7 Preparing Data for Synchronization After the criteria for synchronization has been selected an initial synchronization must be done 1 From the SmartOffice side menu click Synchronization and select Update Mobile Device to open the Update Mobile Device with Changes dialog box 2 Select the Perform a full refresh of the data from SmartOffice radio button to populate data meeting the synchronization criteria to a database table used for keeping track of the information that has been synchronized 3 Perform a HotSync with the PDA to complete the initial synchronization After the initial synchronization complete the following steps to add new information from SmartOffice 1 From the SmartOffice side menu click Synchronization and select Update Mobile Device to open the Update Mobile Device with Changes dialog box 2 Select the Update Mobile Device with new records and modifications radio button to populate any additions made in SmartOffice to the database table so they will be synchronized on the next HotSync Any data added or modified in SmartOffice Mobile on the PDA will automatically be added to SmartOffice on the next HotSync Using SmartOffice Mobile SmartOffice Tab Tap the SmartOffice tab to open a list of options
11. Policies e 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 User setup User Preferences User Management Record Sharing Installation Homepage Personalization 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 z SmartOffice Install SmantOffice for Mobile devices Install SmantOffice for Mobile devices by selecting the following links SmantOtice tiles will be installed on your device before synchronization Click here to download and install SmartOttice Mobile for Palm Click here to download and install SmartOttice Mobile for Pocket PC Cancel 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 File Download looks suspicious or you do not fully trust the source do not open or save this file 2 Some files can harm your computer IT the fle information below E File name ezm_palm ere File type Application Fr
12. aining phone information and then tap the Done button to save the additions SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 12 Contact Address List 1 From the Contact View tab tap the Address icon to display the Address List tab 2 Tap the New button to open the Address Details dialog box Palm 05 Simulator TungstenT3_EFIGS r Fl R palm 05 Simulator TungstenT3_EFIGS r Fl Ea TCT oye ames Miller Address Details Residence 234North Ave Miller City CA 24564 Business 534 South Ave Minalsa CA 44654 Type w Residence Address 234NorthAve Line 2 Line 3 City State Country Remarks aeon Done New 3 Tap the Type drop down arrow to select the address type 4 Enter the remaining address information and then tap the Done button to save the additions Note Both the preferred Phone Number and preferred Address are displayed on the Contact View tab of the Contact record Modifying a Contact Record 1 From the Contact View tab tap the Edit icon to open the Details tab 2 Modify the information as necessary and then tap the Done button to save the changes Modifying a Contact s Phone Number 1 From the Contact View tab tap the Phone icon to display the Phone List tab 2 Tap the number for modification to open the Phone Details dialog box 3 Modify the information as necessary and then tap the Done button to save the changes Modifying a Contact s Address
13. ating a BUSINESS Contact RECOIG sicrie een e r e a EE 14 Contact Personal Dialog E 15 B smess Phone LAG tiniest yas ntsc a A 15 Business Address E eects acs eager E edad nse eae T 15 MOG yin a Business RCC OF EE 15 Deleting a Business RECON EE 16 EE Oc 2 E EE EA ate ed T E 16 Ke VOW pastes sdasais tices E E E e A a A eitozacant 16 INE TEE 17 MONIN E Wea a a a a a 17 Aenda ET 18 Adde an EC from thie Calenda E 18 EEN COMPONEN S eae EE 19 Modifying Geelen 19 Deleting an Activity ombe Calendar a A Na 19 rees 20 Adding a To Do Tee d cael ae Re es 20 Modit ying a Lo DO M1611 EE 20 Delete a TOO Ce E 21 TEE EE EE ee 21 PRCT E 22 Adding a Timed Activity from the Activity ee 22 Adding an Non timed Activity from the Activity Log 22 EE 22 Addins a Sman Pad Nole aies a a a 23 Pelen ass mart Pad e 24 Eeer 24 Ives anen occa eebe Ee E 24 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 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 e Contact Individual e Contact Business e Activity e SmartPad e
14. d is identical to the steps required in modifying an Individual Contact record Please refer to the Modifying a Contact Record section Modifying a Business Phone Number Modifying a Business phone number is identical to the steps required in modifying a Contact phone number Please refer to the Modifying a Contact s Phone Number section SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 15 Modifying a Business Address 1 From the Contact View tab tap the Address icon to display the Address List tab 2 Tap the address for modification to open the Address Details dialog box 3 Modify the information as necessary and then tap the Done button to save the changes Deleting a Business Record 1 From the Contact View tab tap the Edit icon to display the Details tab 2 Tap the Delete button to open the Delete Record dialog box 3 Tap the OK button to delete the selected record from the palm device and the server Note Perform a HotSync operation to synchronize the data Calendar The Calendar views are DayView Week View MonthView and AgendaView DayView From the SmartOffice tab select Calendar to open the Day View calendar The Day View is used to display the activities for a specific day The activities of a previous or future day can be displayed by tapping the left or right arrows Palm 05 Simulator TungstenT3_EFIGS r Mm Eg Palm 05 Simulator TungstenT3_EFIGS r FMI ES SORATA
15. ent information for the Contact The Variable Annuity information is limited due to this restriction Accessing Investment Information 1 From the Contact View tab tap Contact View and then select Investments from the drop down list of modules to display the Investments tab 2 Tap the investment to display the Investment Details tab 3 Tap the Done button and then tap the Totals button display the Investment Totals tab SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 24 Investment Name Value SecurityType Amgen Corporation 1562 21 Invest Name General Electric Capital Cor 44655 90 ATT 8 8 2010 138339 60 sel W AT amp T E en Cash 60000 00 Tax Cost Federal Natl Mtg Assn Mtn 80143 86 Shares Date American Skandia 131766 04 Price Date Current Value Done E Palm OS Simulator TungstenT3_EFIGS r m Ea E Palm OS Simulator TungstenT3_EFIGS r E E4 E Palm OS Simulator TungstenT3_EFIGS r E Ea Investment Totals Stocks Cost 449971 Amgen Corporation x Basis 429128 00234567956 alue 545092 16 54000 00 54000 00 794 12 08 24 01 64 93 07 22 02 51562 21 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 25
16. ethod M HotSync Protocol M TCP IP O HTTP SmartOfftfice Login Information Office rend User daniel Mobilink Server Details Host 192 168 2 171 me SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 4 SyncMethod By default the HotSync option is selected for use with a cable cradle connected to a PC with Palm Desktop and the HotSync Manager installed This option can be cleared for synchronization with a wireless enabled device Protocol Select the communication protocol used to communicate with the MobiLink Server The options are TCP IP HTTP or HTTP using a web server An additional checkbox is displayed when HTTP is selected This information will be provided by E Z Data for SmartOffice Online users and by the IT department of corporate implementations SmartOffice Login Information The Office User and Password for accessing SmartOffice must be entered in the appropriate fields To enter the password tap the Unassigned box enter and confirm the SmartOffice login password and tap the OK button The password now shows as Assigned If the SmartOffice One Card System eOCS is being used with SmartOffice select the eOCS User checkbox to enable One Card System Outcomes when tracking activities MobiLink Server Details The host URL or IP address and port assigned the MobiLink Server must be entered in order to synchronize successfully This information is provided by E Z Data for S
17. g a To Do Item 1 From the SmartOffice tab select To Do from the drop down list to open the non timed activities list 2 Tap the applicable To Do item to open the Activity Details tab 3 Make the modifications as necessary and then tap the Done button to save the changes SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 20 Deleting a To Do Item 1 From the SmartOffice tab select To Do from the drop down list to open the non timed activities list 2 Tap the applicable To Do item to open the Activity Details tab 3 Tap Delete to display the confirmation dialog box 4 Tap the OK button to delete the To Do item Bi Palm OS Simulator TungstenT3_EFIGS r Hig Ea E Palm OS Simulator TungstenT3_EFIGS r Eig Fa May 6 04 6 04 May 6 04 6 04 Dur v Minutes Dur Minutes Jones Peter Location Office Subject ccccesseeenesssneesnnssnneenenaneeee w Call w Closing Delete Record 2 Records deleted from SmartOffice Mobile will be deleted from the Server Are you sure you want to delete the O Done EI Private M Tracked O Alarm Important Term Care packages GC Pp d selected record Contact Menu From the Contact View tap the Contact View tab to display the modules drop down list i Activity Log SmartPad Policies P Investments Form Letters CL F Letter Queue T Find Contact F E mail normademo ez data com Done Ea
18. m the palm device and the server Policies SmartOffice is used to display the Policies Policy Details Interested Parties and Totals tabs on the PDA Note Policy information is read only and cannot be added modified or deleted from the PDA Palm OS Simulator TungstenT3_EFIGS r FG E3 Be Palm 05 Simulator TungstenT3_EFIGS r Ei E3 Palm OS Simulator TungstenT3_EFIGS r BSE Frank Bartelo Policy Details Details Interested Parties Plan A Prem Benefit Plan Name American Level 20 R ole Name Relation American Level 750 00 110000 2 Carrier ABC Life Primary ContBartelo Frank Self Home Insurance 3040 00 0 00 Policy 40050991 Primary InsurBartelo Frank Self CAT 350 00 0 00 PolicyT ype Life Owner Bartelo Frank Self PolicyDate 06 22 01 Payor Bartelo Frank Self Status Inforce Primary Avi Anderson Philip Mode Prem Annually 750 00 Basic Face 100000 00 NetDB 110000 25 Cash Value 0 00 abc i Accessing Policy Information 1 From the Contact View tab tap Contact View and then select Policies from the drop down list of modules to display the Policies tab 2 Tap the policy to display the Policy Details tab 3 Tap the IntPrty icon to display the Interested Parties tab 4 Tap the Done button and then tap the Done button again to return to the Policies tab 5 Tap the Totals icon to display the Totals tab Investments The Investments Investment Details and Investment Totals tabs show read only investm
19. martOffice Online users and by the IT department of corporate implementations Once the correct information has been entered on the Synchronization Options window tap the Done button to save the information Setting Up SmartOffice Mobile Synchronization Criteria 1 From the side menu click Synchronization and select Mobile Device Setup to launch the Synchronization Setup Wizard synchronization smartOttice Mobile Setup Sync SmartOttice Mobile Mobile Device Setup Update Mobile Device 2 From the first window of the Synchronization Setup Wizard click the Next button SS SmartOffice SmatOtice Mobile Device Synchronization Setup Wizard Welcome to the mantOffice for Mobile Device Synchronization Setup Wizard Click Hext to proceed ay EE EZ US SmatOtice Mobile Device Synchronization SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 5 3 Choose to synchronize all contacts or selected contacts and click the Next button fe Beanies mantice Mobile Device Contact Selection Define the contact records to be synchronized Contact Selection All Contacts Selected Contacts Anish Cancel If All Contacts is selected continue with step 4 Otherwise the Filter Set Selection dialog box opens Select a set or filter of contacts to synchronize SmartOffice Filter Set Selection Select contacts to synchronize ba
20. om 192 166 A 54 fy This type of file could bam your computer if it contains malicious code Would wou like to open the file or save it to your computer Open Cancel More Info IY Always ask before opening this type of file 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 7 Install Tool File s listed below will be installed on your handheld the next time You perform a HotSync operation Add El SmartO fice pre PIKE Handheld PEIRE Change Destination Tips i Find other applications to install on pour handheld at http iwy palm com The Add button looks first m the v lDD DN folder inside your CNPROGRAM FILESSPRALM folder This folder tt a convenient place to store downloaded handheld files 7 When prompted begin a HotSync on the PDA to install SmartOffice Mobile Once the HotSync is complete click the OK button SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 2 SmartOffice Mobile for Palm InstallShield Wizard Please install the SmartOrfice Mobile For Palm program by performing a HotSync operation and then click OK to complete the installation Setting Up SmartOffice Mobile for Palm Accessing SmartOffice Mobile on the Palm OS Device To start SmartOffice Mobile tap the SmartOffice icon
21. r the contact information and then tap the Details button as well as the Phone Address and Web Address icons to enter the corresponding information SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 10 5 Tap the Done button to save the information and display the Contact View tab E Palm OS Simulator TungstenT3_EFIGS r Aig Eg James Miller James 234North Ave Miller City CA 24564 Phone 909 764 9845 GE E mail jamesm mail com Bone Eat Eeer EAS Contact Personal Dialog Box l From the Contact View tab tap the Details button to open the Contact Personal dialog box E Palm OS Simulator TungstenT3_EFIGS r ME Eg James Miller James Contact Personal 2 Enter the contact personal information and then tap the Done button to save the additions SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 11 Contact Phone List 1 From the Contact View tab tap the Phone icon to display the Phone List tab 2 Tap the New button to open the Phone Details dialog box E Palm OS Simulator TungstenT3_EFIGS r ME Ea E Palm OS Simulator TungstenT3_EFIGS r ME Ea James Miller Residence 909 764 9845 Business 909 776 9086 Phone Details Type w Residence Phone Exten Remarks Beie See EE Done New Bd 3 Tap the Type drop down arrow to specify the phone type 4 Enter the rem
22. sed on a filter or Set C G ss De Set set Clients 4 Select a date range of future and past activities for synchronization Click the OK button to continue E SmartOffice E SmatOtice Mobile Device Actnaty Selection Select the type and date range of activities to be synchronized Activity Type Activity Date Range Next davis Prewious days SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 6 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 mantice Mobile Device tat Dad Selection Select the number of SmantPad entries to download for each contact Specify SmantPad Downloading Options 1 2 3 4 5 Bb 7 6 9 Lt Got at o e o o SmatFad entries for last E months smatFad Notes Only DW Warning Downloading a large number of SmantPad entries can dramatically increase the time required to synchronize 6 The final Synchronization Setup Wizard window is a review of the information selected for synchronization If all of the information is correct click the Finish button e SmartOffice SmatOttice Mobile Device Download Description Synchronization will be based on the selected criteria BEE All Contacts me All Activities for the next 60 days and previous 30 days BEE Five Smart
23. t Oxtais E HAG SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 21 Activity Log The Activity Log is a list of the activities linked to a particular contact that is used to display add and modify activities Adding a Timed Activity from the Activity Log l 2 3 4 From the Contact View tap the Contact View tab to display the modules drop down list Tap Activity Log to open the ActLog tab Tap the New button to open the Activity Details tab Enter the activity information and then tap the Done button to save the activity E Palm 05 Simulator TungstenT3_EFIGS r Mm Ed E Palm OS Simulator TungstenT3_EFIGS r ME Acti Log Norma Peterson May 6 04 LIN 05 06 04 3 00 pm Run Activity CJ I 05 07 04 Discuss last month sc Peterson NOMO Location Office el kfk an v ToDo w Service Run Activity Statistics Report ao ea for Norma based on last O Done O Private M Tracked O Alarm Normal TE Done Go to New Adding an Non timed Activity from the Activity Log 1 From the Contact View tap the Contact View tab to display the modules drop down list 2 Tap Activity Log to open the ActLog tab 3 Tap the New button to open the Activity Details tab 4 Enter the activity information without entering a time and then tap the Done button to save the activity SmartPad SmartOffice Mobile is used to view add and delete SmartPad records tha
24. t are synchronized with the SmartOffice database Note that only those SmartPad entries that are added with SmartOffice Mobile for Palm OS that are not synchronized with SmartOffice can be modified SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 22 Adding a SmartPad Note 1 From the Contact View tab tap Contact View and then select SmartPad from the drop down list of modules to display the SmartPad tab Palm OS Simulator TungstenT3_EFIGS r FUEL ES Palm 05 Simulator TungstenT3_EFIGS r Mm E3 Lynn Castillo SS ae Lynn Policies 51399 Mums Meadow Rd Liens es j td Canyon Country CA 91351 Phone 661 555 1212 2 Tap the New button to display the Details tab Enter the SmartPad note and then tap the Done button to save the additions x S i uf Pose x SmartPad Lynn Castillo Lunch meeting to discuss College Educa Type BuyShare 120 0Name America Type Mutual FundsName American M Type BuyShare 266 164994Name O SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 23 Deleting a SmartPad Note 1 From the Contact View tab tap Contact View and then select SmartPad from the drop down list of modules to display the SmartPad tab 2 Tap the SmartPad note for deletion to open the Details tab 3 Tap the Delete button to open the Delete Record dialog box 4 Tap the OK button to delete the selected record fro
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