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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. 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
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Summary of Contents for SmartOffice Mobile

Page 1: ...SmartOffice Mobile for Palm User Guide SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 ...

Page 2: ...e prior written consent of E Z Data Inc All product names are trademarks of their respective manufacturers or organizations 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 ...

Page 3: ... Personal Dialog Box 15 Business Phone List 15 Business Address List 15 Modifying a Business Record 15 Deleting a Business Record 16 Calendar 16 DayView 16 WeekView 17 MonthView 17 AgendaView 18 Adding an Activity from the Calendar 18 Activity Components 19 Modifying an Activity from the Calendar 19 Deleting an Activity from the Calendar 19 To Do 20 Adding a To Do Item 20 Modifying a To Do Item 20...

Page 4: ...SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 ...

Page 5: ...m 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 dow...

Page 6: ... the down arrow at the end of the field and select it before clicking the Done button 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 ...

Page 7: ...ng 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 ...

Page 8: ...t 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 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 4 ...

Page 9: ...ce 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 pr...

Page 10: ...ted continue with step 4 Otherwise the Filter Set Selection dialog box opens Select a set or filter of contacts to synchronize 4 Select a date range of future and past activities for synchronization Click the OK button to continue SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 6 ...

Page 11: ... or just SmartPad entries manually added as notes can be synchronized 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 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 7 ...

Page 12: ... 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 m...

Page 13: ... or individual contact s last name and then tap the Find button to display the Contacts tab matching the search criteria 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 ...

Page 14: ...he Record Type dialog box 3 Select the Individual option and then tap the Done button to display the Details tab 4 Enter 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 ...

Page 15: ...ct Personal Dialog Box 1 From the Contact View tab tap the Details button to open the Contact Personal dialog box 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 ...

Page 16: ...t tab 2 Tap the New button to open the Phone Details dialog box 3 Tap the Type drop down arrow to specify the phone type 4 Enter the remaining 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 ...

Page 17: ...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 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...

Page 18: ...usiness option and then tap the Done button to display the Details tab 4 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 5 Tap the Done button to save the information and display the Contact View tab SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 14 ...

Page 19: ... tab 2 Tap the New button to open the Address Details dialog box 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 Business Record Modifying a Business record is identi...

Page 20: ...lete 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 WeekView MonthView and AgendaView DayView From the SmartOffice tab select Calendar to open the DayView calendar The DayView is used to display the activities for a spec...

Page 21: ...eek can be displayed by tapping the left or right arrows 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 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 17 ...

Page 22: ... future day can be displayed by tapping the left or right arrows 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 SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 18 ...

Page 23: ... 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 DayView calendar 2 Tap the applicable activity to open the Activity Details tab 3 Modify the information as ...

Page 24: ...vity Details tab 3 Enter the non timed activity information and then tap the Done button to save the activity Modifying 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 v...

Page 25: ...he 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 Contact Menu From the Contact View tap the Contact View tab to display the modules drop down list SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 21 ...

Page 26: ...tivity 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 that ...

Page 27: ...lect SmartPad from the drop down list of modules to display the SmartPad tab 2 Tap the New button to display the Details tab Enter the SmartPad note and then tap the Done button to save the additions SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 23 ...

Page 28: ...n 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 investment informa...

Page 29: ...SmartOffice v3 5 SmartOffice Mobile for Palm User Guide Revised 11 16 04 Page 25 ...

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