Palm SmartOffice Mobile - Manual (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............................................................................................................................ 8
Contact Tab .............................................................................................................................................. 8
Creating an Individual Contact Record .............................................................................................. 10
Contact Personal Dialog Box ............................................................................................................. 11
Contact Phone List ............................................................................................................................. 12
Contact Address List .......................................................................................................................... 13
Modifying a Contact Record .............................................................................................................. 13
Deleting a Contact Record ................................................................................................................. 13
Creating a Business Contact Record .................................................................................................. 14
Contact 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
Deleting a To Do Item........................................................................................................................ 21
Contact Menu.............................................................................................................................................. 21
Activity Log............................................................................................................................................ 22
Adding a Timed Activity from the Activity Log................................................................................ 22
Adding an Non-timed Activity from the Activity Log....................................................................... 22
SmartPad ................................................................................................................................................ 22
Adding a SmartPad Note.................................................................................................................... 23
Deleting a SmartPad Note .................................................................................................................. 24
Policies ................................................................................................................................................... 24
Investments............................................................................................................................................. 24
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04