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SmartOffice Mobile
for Palm User Guide

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide

Revised: 11-16-04

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Summary of Contents for SmartOffice 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: ...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 5...

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...

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

Page 5: ...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 installatio...

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...

Page 7: ...g 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...

Page 8: ...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 p...

Page 9: ...e 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...

Page 10: ...ed 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 Cl...

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 informati...

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...

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...

Page 14: ...e 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 Add...

Page 15: ...t 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 addit...

Page 16: ...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...

Page 17: ...iew 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 sa...

Page 18: ...siness 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 c...

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...

Page 20: ...ete 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...

Page 21: ...ek 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 tapp...

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 activit...

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 t...

Page 24: ...ity 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 o...

Page 25: ...e 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 Con...

Page 26: ...ivity 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 D...

Page 27: ...ect 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 S...

Page 28: ...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...

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

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