Page 2 - All Rights Reserved.
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. 918 E. Green Street Pas...
Page 3 - Table of Contents
Table of Contents Introduction ................................................................................................................................................... 1 Installing SmartOffice Mobile for Palm ...................................................................................
Page 6 - If the username assigned to the Palm device does not appear in the; User; at the end of the field and select it before clicking the; Done
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....
Page 7 - Setting Up SmartOffice Mobile for Palm; Accessing SmartOffice Mobile on the Palm OS® Device; To start SmartOffice Mobile, tap the; SmartOffice; When launching SmartOffice for the first time, the; Security Information; window is displayed. The user
Setting Up SmartOffice Mobile for Palm Accessing SmartOffice Mobile on the Palm OS® Device To start SmartOffice Mobile, tap the SmartOffice icon. When launching SmartOffice for the first time, the Security Information window is displayed. The user will have the option to either enable or disable sec...
Page 8 - Click the; Yes; button to enable security and display the; SmartOffice Mobile Login
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 accessi...
Page 9 - Setting Up SmartOffice Mobile Synchronization Criteria
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 wit...
Page 10 - button to continue.
3. Choose to synchronize all contacts or selected contacts and click the Next button. 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. 4. Select a date range of future and past activities for s...
Page 11 - synchronization. If all of the information is correct, click the; Finish
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. 6. The final Synchronization Setup Wizard window is a review of the information selected for synchronization....
Page 12 - SmartOffice Tab; Contact Tab
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 Perfo...
Page 14 - Creating an Individual Contact Record
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. 4. Enter the contact information a...
Page 15 - Contact Personal Dialog Box
5. Tap the Done button to save the information and display the Contact View tab. Contact 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. Sma...
Page 16 - Contact Phone List
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. 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 - Modifying a Contact’s Phone Number; Deleting a Contact Record
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. 3. Tap the Type drop-down arrow to select the address type. 4. Enter the remaining address information and then tap the Done button t...
Page 18 - Creating a Business Contact Record
Creating a Business 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 Business option and then tap the Done button to display the Details tab. 4. Enter the business information and t...
Page 19 - Business Phone List; Business Address List; Modifying a Business Phone Number
Contact Personal Dialog Box 1. From the Contact View tab, tap the Details button to open the Contact Personal dialog box. 2. Enter the business information and then tap the Done button to save the additions. Business Phone List 1. From the Contact View tab, tap the Phone icon to display the Phone Li...
Page 20 - Modifying a Business Address; Deleting a Business Record
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 Re...
Page 21 - The; can be displayed by tapping the left or right arrows.; MonthView; The; month can be displayed by tapping the left or right arrows.
WeekView The WeekView 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. MonthView The MonthView is used to display activities for a specific month. The activities of a previous or future month can be disp...
Page 22 - AgendaView; Adding an Activity from the Calendar; the; DayView; button to open the; Activity Details; Enter the activity information and then tap the; button to save the activity.
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. Adding an Activity from the Calendar 1. From the DayView calendar, tap the New button to o...
Page 25 - Deleting a To Do Item; Contact Menu
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. Conta...
Page 27 - Adding a SmartPad Note
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. 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...
Page 28 - Accessing Policy Information; Investments; Accessing Investment Information
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...
