Related Manuals for Palm SmartOffice SmartOffice Mobile
Summary of Contents for Palm 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 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...
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Page 3: Table Of Contents
Introduction... 1 Installing SmartOffice Mobile for Palm ... 1 Setting Up SmartOffice Mobile for Palm ... 3 Accessing SmartOffice Mobile on the Palm OS® Device ... 3 Setting Up SmartOffice Mobile Synchronization Criteria ... 5 Preparing Data for Synchronization... 8 Using SmartOffice Mobile... - Page 4 SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04...
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Page 5: Introduction
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. - Page 6 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.
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Page 7: Setting Up Smartoffice Mobile For Palm
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 8 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...
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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 with the MobiLink Server. The options are TCP/IP, HTTP, or HTTP using a web server. - Page 10 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 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...
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Page 12: Preparing Data For Synchronization
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. - Page 13 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...
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Page 14: Creating An Individual Contact Record
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: 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. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04... -
Page 16: Contact Phone List
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: Contact Address List
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. -
Page 18: Creating A Business Contact Record
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: Contact Personal Dialog Box
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... -
Page 20: 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. -
Page 21: Weekview
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 22: Agendaview
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 23: Activity Components
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. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 19... -
Page 24: To Do
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 25: Deleting A To Do Item
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: Activity Log
SmartOffice® Mobile is used to view, add, and delete SmartPad records that 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... -
Page 27: Adding A Smartpad Note
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: Deleting A Smartpad Note
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 from the palm device and the server. Policies SmartOffice is used to display the Policies, Policy Details, Interested Parties, and Totals tabs on the PDA. - Page 29 SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 25...