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Viewing contact details

Figure 4-2: Browsing contacts

Viewing contact details

You can view the details of any contact. The contact details can include
information such as the name, address, email, phone number, and fax
number of the contact.

To view the contact details

Search or browse a contact list.
See “To search Contacts” on page 46 or “To browse Contacts” on
page 46.

Click View.
The Contact Details screen appears.

Summary of Contents for OneBridge 4.1

Page 1: ...OneBridge Real Time Server 4 1 User Guide...

Page 2: ......

Page 3: ...mitment by Extended Systems Inc Extended Systems Inc assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual The software may be used or copied only in acc...

Page 4: ...ii...

Page 5: ...unctions UP Link microbrowser 8 Navigating Real Time 8 Clicking buttons 9 Choosing menu items 10 Entering text in text boxes 11 Choosing items from list boxes 12 Mobile phone functions Nokia microbrow...

Page 6: ...rname field 31 Section 3 Managing messages 33 Viewing messages 33 Composing messages 36 Adding attachments 38 Removing attachments 38 Forwarding attachments to a third party for conversion 38 Replying...

Page 7: ...eling meetings 61 Enabling meeting reminders 61 Section 6 Managing tasks 63 Viewing task details 64 Adding tasks 65 Editing tasks 67 Marking tasks as complete 68 Deleting tasks 68 Section 7 Setting op...

Page 8: ...vi Table of Contents...

Page 9: ...boxes on a mobile phone Nokia 15 RIM Handheld devices trackwheel 17 Choosing menu items on a RIM device 18 Clicking buttons on a RIM device 18 Entering text on a mobile phone 19 Using list boxes on a...

Page 10: ...screen 54 Week View screen 55 Month View screen 56 Add Meeting screen 57 Start Date screen 58 Viewing the details of a meeting 59 Meeting Detail screen 60 Meeting Reminder screen 62 Managing tasks 63...

Page 11: ...ng application that lets mobile business users access and use email and contacts anywhere at any time Real Time fits easily into your organization s existing architecture is extensible and scalable an...

Page 12: ...n 1 this section overview of the Real Time manual Section 2 on page 3 how to use your device to operate Real Time and how to log in to Real Time Section 3 on page 33 how to view compose send and organ...

Page 13: ...following devices are discussed in this section Palm and Palm OS wireless handheld devices on page 4 Mobile phones that use the UP Link microbrowser on page 8 Mobile phones that use the Nokia WAP com...

Page 14: ...ing choosing options clicking buttons and scrolling through menu items by touching the stylus to the screen of the device tapping You can use the stylus to highlight selections enter text navigate thr...

Page 15: ...screen of your device Choosing a menu item directs you to another screen in Real Time Figure 2 2 Menu items on a Palm handheld device 1 A menu item on a Palm handheld device To choose a menu item Tap...

Page 16: ...on see http www palm com products input Choosing items from list boxes Palm handheld devices use two types of list boxes Drop down list boxes look similar to menu items but are identifiable by a downw...

Page 17: ...from a drop down list box 1 Tap a list box If all items do not fit on one page arrows appear at the top and bottom of the list Click these arrows to navigate the list 2 Tap an item To choose an item f...

Page 18: ...e indicates your location within Real Time You scroll the arrow to a menu item button or field by clicking the arrow keys on your keypad When the arrow points to an item that item is highlighted The l...

Page 19: ...the limited size of the display on mobile phones it is common for only two command buttons to be available at a time When using a mobile phone you access most available Real Time commands by clicking...

Page 20: ...P Link microbrowser enabled mobile phone they are numbered on the screen of your device Choosing a menu item directs you to another screen in Real Time Figure 2 8 Choosing menu items on a mobile phone...

Page 21: ...enu item 2 Press the OK button Entering text in text boxes Text boxes look similar to menu items Choosing a text box directs you to another screen where you can type a text entry Figure 2 9 Entering t...

Page 22: ...ow keys to select an item from a list Figure 2 10 Using list boxes on a mobile phone UP Link 1 Highlight an item 2 Press OK To choose an item from a list box 1 Highlight the list box 2 Press the Edit...

Page 23: ...en of your device indicates your location within Real Time You scroll the selection to a menu item button or field by clicking the arrow keys on your keypad The current link or item is highlighted The...

Page 24: ...screen in Real Time Figure 2 11 Choosing menu items on a mobile phone Nokia 1 A highlighted menu item on the screen of a Nokia phone To choose a menu item 1 Use the arrow keys to navigate to a menu i...

Page 25: ...t To enter text in a text box 1 Use the arrow keys to navigate to a text box 2 Click the Edit button 3 Type text using the keypad on your device 4 Press the OK button Choosing items from list boxes A...

Page 26: ...from a list box 1 Use the arrow keys to navigate to a list 2 Click the List button 3 Click the Select button to select an item in the list The radio button changes to selected filled indicating that...

Page 27: ...can use it to move the cursor on the screen of your device When the cursor moves over an menu item text box or list a box forms around it indicating that it is highlighted You can press the wheel to...

Page 28: ...pears around the menu item indicating that it is highlighted 2 Click the trackwheel to open the menu 3 Select and click the GoToLink menu item Clicking buttons Buttons may also appear at the bottom of...

Page 29: ...ext box 1 Highlight a text box 2 Start typing using the keypad on your RIM Handheld device Tip You can also click the trackwheel and choose Edit 3 Click the trackwheel Choosing items from list boxes A...

Page 30: ...se an item from a list box 1 Highlight the list 2 Click the trackwheel to open the menu 3 Select and click the ShowList menu item The contents of the list appear on screen 4 Highlight an item in the l...

Page 31: ...Entering text in text boxes Choosing items from list boxes Navigating Real Time When using a Pocket PC device you perform all operations by touching the screen with a stylus tapping When the page is...

Page 32: ...Choosing menu items A menu item appears as a link in a Web browser Choosing a menu item follows the link Figure 2 20 Choosing menu items on a Pocket PC 1 A menu item on a Pocket PC To choose a menu i...

Page 33: ...rowser on a Pocket PC are similar to those in a Windows desktop application However instead of clicking them using a mouse you tap them using a stylus Figure 2 21 Clicking buttons on a Pocket PC 1 A b...

Page 34: ...sktop application However a Pocket PC does not have a keyboard so you must tap the letters on the on screen keyboard Figure 2 22 Entering text in text boxes on a Pocket PC 1 Tap the text box 2 Tap cha...

Page 35: ...t PC are similar to those in a Windows desktop application However instead of clicking them using a mouse you tap them using a stylus Figure 2 23 Choosing items from list boxes on a Pocket PC 1 A list...

Page 36: ...evices These advantages include Larger screen size Most often you view HTML pages using a Web browser on a desktop PC Real Time can display more information on the screen of a desktop monitor than on...

Page 37: ...r Choosing a menu item follows the link Figure 2 25 Choosing menu items in a Web browser 1 A menu item in a Web browser Clicking buttons Buttons in a Web browser are similar to those in a Windows desk...

Page 38: ...desktop application Figure 2 27 Entering text in text boxes in a Web browser 1 A text box in a Web browser Choosing items from list boxes List boxes in a Web browser are similar to those in a Windows...

Page 39: ...finished using Real Time you must log out to exit Note For Domino use the Short Name field to specify the username for authentication To log in to Real Time 1 Enter the Real Time URL in your mobile br...

Page 40: ...e Profiles User profiles contain information about which mail server to use Choose which profile to use The Profile Password screen appears Type your password for the mail server if necessary Real Tim...

Page 41: ...sername The Exchange Server will be used from the metabase settings or the Params field Alias value is used from the Params field or is assumed to be the same as the NT Username NT Domain NT Username...

Page 42: ...32 Getting started...

Page 43: ...Using the recipient list on page 41 Viewing messages You can View messages from your Inbox Sort messages by either the date received the person who sent it or the priority Filter or Find messages to...

Page 44: ...in the Inbox 1 From the Main menu choose Inbox 2 Choose a message 3 Click Msg that is Message This displays the Message Body screen which includes selected headers If the message contains attachments...

Page 45: ...hments Note The attachments feature is available only on desktop Web browsers such as Internet Explorer and Netscape Navigator Figure 3 2 Message Header screen Tip You can go directly to the Message B...

Page 46: ...ng and enter the criteria to sort by From Subject Priority 4 Click Apply Your Inbox appears with only the messages that match the filter displayed Composing messages Real Time lets you compose and sen...

Page 47: ...rocedure is recommended 3 Add recipients from the recipient list For information about adding recipients see Adding recipients to messages on page 41 4 Click Subject 5 In the Subject text box type a s...

Page 48: ...nd bite size appear in the Attachments List 4 Click Add 5 Repeat steps 3 and 4 for any additional files you want to attach 6 Click Done Removing attachments You can remove attachments once you have ad...

Page 49: ...ck to you in an email message Replying to messages You can reply to messages from the Inbox You can reply to either the sender or all recipients of a message To reply to a message 1 From the Main menu...

Page 50: ...is forwarded as well Deleting messages You can delete messages from the Inbox Deleting a message moves it to the Deleted Items folder in Microsoft Outlook or to the Trash folder in Lotus Notes To del...

Page 51: ...amount of memory Figure 3 5 Recipient List screen The recipient list displays the names of all recipients you have attached to your message or meeting request If there are no recipients you can add s...

Page 52: ...he First Name text box returns all first names beginning with a J 5 Click OK The name appears in the recipient list To add a recipient who is not in Contacts 1 Compose a message See To compose a messa...

Page 53: ...ou send a message The recipient list must contain at least one name to send a message To delete a recipient from a message 1 Compose a message See To compose a message on page 37 2 From the recipient...

Page 54: ...44 Managing messages...

Page 55: ...will learn how to Search and browse Contacts See Searching and browsing contact lists on page 46 View contact details See Viewing contact details on page 47 Dial contacts and send email directly to a...

Page 56: ...een appears Figure 4 1 Searching contacts 2 Type one or both of the following First name Last name 3 Click OK The search results appear in the search results list If no matches are found a message app...

Page 57: ...any contact The contact details can include information such as the name address email phone number and fax number of the contact To view the contact details 1 Search or browse a contact list See To...

Page 58: ...Real Time on a mobile phone you can call a contact directly from the contact details To call a contact 1 View the contact details See To view the contact details on page 47 2 Click Call The phone numb...

Page 59: ...47 2 Click Email The New Message screen appears The name of the contact automatically populates the recipient list in the new message Figure 4 4 Contact name in the recipient list 3 Follow steps 4 11...

Page 60: ...l of the following text boxes First Name Last Name Company Email Home Business Fax Mobile Only a first last or company name is required 4 Click OK Editing contacts Real Time lets you change contact in...

Page 61: ...contacts To delete a contact 1 View the contact details See To view the contact details on page 47 2 Click Delete A message appears confirming that you want to permanently delete the contact from the...

Page 62: ...52 Using and managing contacts...

Page 63: ...r months See Viewing Day View on page 54 Viewing Week View on page 55 and Viewing Month View on page 56 Schedule meetings in your calendar or from a list of contacts See Scheduling meetings on page 57...

Page 64: ...lendar The Day View screen appears displaying a list of meetings scheduled for the current date The selected appointment scrolls to reveal the subject Tip You can also access the Day View by Clicking...

Page 65: ...ings scheduled in upcoming and previous weeks Figure 5 3 Week View screen To view the Week View 1 From the Main menu choose Calendar The Day View screen appears 2 Click ViewWeek Tip You can also click...

Page 66: ...scheduled in the upcoming and previous months Figure 5 4 Month View screen To view the Month View 1 From the Main menu choose Calendar The Day View screen appears 2 Click ViewMonth Tip You can also c...

Page 67: ...detail in Global or Personal Contacts The contact is automatically added to the recipient list but you can also add additional attendees When you schedule a meeting email meeting requests are sent to...

Page 68: ...ished editing click OK The Start Date screen appears Figure 5 6 Start Date screen 9 Type text in the following text boxes Month Day Year Hour Minute 10 Click OK The Duration screen appears 11 Type tex...

Page 69: ...location start time description duration and attendees From the detail view you can choose to cancel a meeting set a reminder for a meeting or edit the details of meetings you have set up Figure 5 7...

Page 70: ...ime description duration and attendees You can only change the details of meetings that you have created Figure 5 8 Meeting Detail screen To edit the details of a meeting 1 View the details of a meeti...

Page 71: ...inder to trigger a message to remind you of an upcoming meeting Real Time lets you specify a time prior to the meeting when the meeting reminder will be sent Meeting reminders operate only with phones...

Page 72: ...in the following text boxes Hours Minutes This is the length of time prior to the meeting that the meeting reminder will be sent 5 Click OK To disable the meeting reminder 1 View the details of a meet...

Page 73: ...e Viewing task details on page 64 Add new tasks See Adding tasks on page 65 Edit existing tasks See Editing tasks on page 67 Mark tasks as complete See Marking tasks as complete on page 68 Remove task...

Page 74: ...he details of a task 1 From the Main menu choose Tasks 2 Choose a task from the task list The selected task scrolls to show the subject start date due date and status 3 Click View The Task Detail scre...

Page 75: ...ates for each task that you create Figure 6 3 Adding tasks To add a task 1 From the Main menu choose Tasks 2 Click Add The Add Task screen appears Figure 6 4 Add Task screen In the Add Task screen you...

Page 76: ...ate Figure 6 5 Start Date screen 9 Type text in the following text boxes using the following formats Month MM Day DD Year YYYY 10 Click Save when you are finished or click DueDate The Due Date screen...

Page 77: ...sk you can change any or all of its details To edit a task 1 From the Main menu choose Tasks 2 From the task list choose a task 3 Click View 4 Click Edit Figure 6 7 Edit Task screen 5 Type or modify t...

Page 78: ...ing can be changed by your system administrator To mark a task as complete 1 From the Main menu choose Tasks 2 From the task list choose a task 3 Click View 4 Click Complete Deleting tasks Deleting a...

Page 79: ...re to the bottom of each email that you send from Real Time See Signature on page 72 Startup You can set the screen that appears by default once you log in See Startup on page 73 Time Zone You can set...

Page 80: ...third party for conversion on page 38 To set up the conversion address for attachments 1 From the Main menu choose Options 2 Choose Attachments 3 In the Attachment Conversion Recipient text box enter...

Page 81: ...urity warning appears to inform you that you will no longer need a user name or password to sign on to Real Time 4 Choose Yes To disable auto login 1 From the Main menu choose Options 2 Choose Auto Lo...

Page 82: ...e to add to the bottom of each mail that you send from Real Time Note The signature can be text only To configure a signature 1 From the Main menu choose Options 2 Choose Signature The Signature scree...

Page 83: ...l Time either manually or automatically To choose your default starting location 1 From the Main menu choose Options 2 Choose Startup The Startup screen appears Figure 7 4 Startup Screen 3 From the li...

Page 84: ...time zone 1 From the Main menu choose Options 2 Choose Time Zone The Time Zone screen appears Figure 7 5 Time Zone screen 3 From the list choose the current time zone Many cities are listed choose wh...

Page 85: ...nformation such as your user name and password and mail server information such as its name and domain Note These profiles are for Real Time only they do not change your profile or account of the mail...

Page 86: ...user name you use to log in to the mail server Password the password you use to log in to the mail server Confirm Password you must confirm the password by re entering it To edit a mail provider prof...

Page 87: ...77 About About You can get information about the version of Real Time you are running To get information about Real Time 1 From the Main menu choose Options 2 Choose About...

Page 88: ...78 Setting options...

Page 89: ...al address books The personal address book must be replicated to the mail server so that mobile clients can see it If the address book resides on the machine that is usually used to access Lotus Notes...

Page 90: ...cal address book replica that resides on the server you must use the following convention Loginname_pab nsf for example fflintstone_pab nsf You must follow this convention for Real Time to use your ad...

Page 91: ...pointment 61 meeting 61 changing appointment 60 contact 50 meeting 60 task 67 choosing item from list box using a mobile phone 12 15 using a Palm handheld device 6 using a Pocket PC 25 using a RIM dev...

Page 92: ...task 68 detail appointment 60 meeting 60 task 64 device Palm 3 phone 3 RIM 3 dialing contact 48 E editing appointment 60 contact 50 51 meeting 60 task 67 email adding recipient 41 composing 37 creatin...

Page 93: ...book 80 M marking as complete task 68 marking as finished task 68 meeting adding 57 cancelling 61 changing 60 deleting 61 detail 60 editing 60 reminder 61 removing 61 scheduling 57 message adding reci...

Page 94: ...3 recipient list using 41 reminder enabling 61 meeting 61 setting 61 removing appointment 61 email 40 meeting 61 message 40 recipient 43 task 68 replicating personal address book 80 replying email 39...

Page 95: ...ing text in text box using a mobile phone 11 15 using a Palm handheld device 6 using a Pocket PC 24 using a RIM device 19 using a Web browser 28 U using recipient list 41 V viewing attachment 34 35 co...

Page 96: ...86 Index...

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