Smart-parts Mobile for Pocket PC User Manual

SmartOffice Mobile for Pocket PC User Guide SmartOffice® – SmartOffice Mobile Pocket PC User Guide Revised: 8/26/2005

Protocol: Select the communication protocol used to communicate with the MobiLink Server. The options are TCP/IP, HTTP, or HTTP using a web server.

4. Select a date range of future and past activities for synchronization. Click the OK button to continue. There are two different ways to download

6. The final Synchronization Setup Wizard screen is a review of the information selected for synchronization. If all of the information is correct,

Preparing Data for Synchronization After the synchronization criteria have been selected, perform an initial synchronization. 1. From the side menu,

SmartOffice Mobile Main Screen When the SmartOffice Mobile application is launched, after the initial setup and synchronization is complete, the appl

There are four different list screens to display the records: • Recent: Only the recently added or changed records (Individual Contacts and Busines

• Enter a portion of the business name or individual contact’s last name in the search field provided on the top right hand corner to display the ma

Creating an Individual Contact Record There are two ways to create a new Contact Record: From the Contact Summary tab 1. From the SmartOffice Mobile

From the New menu in the SmartOffice Mobile Main screen 1. From the New menu, select Contact. 2. Tap New to open the Record Type dialog box. 3. Se

Contact Address 1. From the Contact Details tab, tap the Address tab to open the Address Summary. 2. Tap New to open the Address Detail dialog box

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3. Tap the Type drop-down arrow to select either the E-mail or Web Site option. 4. Enter the remaining address information in the Address field. No

3. Modify the information as necessary and then tap OK to save the changes. Modifying Contact Address 1. From the Contact Details tab, tap the Addr

Deleting a Contact’s Address 1. From the Contact Details tab, tap the Address tab to open the Address Summary. 2. Tap the address to be deleted to

4. Tap Yes to delete the selected address. Creating a Business Contact Record There are two ways to create a new Business Contact record: From the

From the New menu in SmartOffice Mobile Main screen 1. From the New menu, select Contact. 2. Tap New to open the Record Type dialog box. 3. Sele

Business Phone Number 1. From the Contact Details tab, tap the Phone tab to display the Phone Summary. 2. Tap New to open the Phone Details dialo

4. Enter the remaining address information and then tap OK to save the additions. Note: Both the preferred Phone Number and preferred Address are di

Calendar The Calendar views are: AgendaView, DayView, WeekView and MonthView. AgendaView The AgendaView is used to display a combination of timed and

WeekView The WeekView is used to view activities for a specific week. Previous or future weeks’ activities can be displayed by tapping the left or ri

Adding an Activity from the Calendar 1. From the DayView calendar, tap New to open the Activity Details tab. 2. Enter the activity information and

Table of Contents Introduction ...

From the Activity Details tab 1. From the SmartOffice Mobile Main screen, select Calendar to open the AgendaView calendar, listing all the activiti

Deleting an Activity from the Calendar There are three ways to delete an activity: From the AgendaView 1. From the SmartOffice Mobile Main screen, s

From the Activity Edit tab (edit mode) 1. From the SmartOffice Mobile Main screen, select Calendar to open the AgendaView calendar, which lists

ToDo From the SmartOffice Mobile Main screen, select ToDo’s to open the non-timed activities list. Adding a ToDo Item 1. From the SmartOffice Mobi

Modifying a ToDo Item There are two ways to modify a ToDo: From the ToDo List 1. From the SmartOffice Mobile Main screen, select ToDo’s to open th

From the Activity Edit tab 1. From the SmartOffice Mobile Main screen, select ToDo’s to open the ToDo List, which shows all the ToDo’s scheduled for

From the Activity Details tab 1. From the SmartOffice Mobile Main screen, select ToDo’s to open the ToDo List, which shows all the ToDo’s scheduled

Activity Log The Activity Log is a list of the activities linked to a particular contact that is used to display, add and modify activities. Adding

Adding an Non-timed Activity from ToDo 1. From the Contact Details tab, tap the ToDo icon to open the ToDo List tab. 2. Tap New to open the Activi

Adding a SmartPad Note 1. From the Contact Details tab, tap the SmartPad icon to open the SmartPad Summary tab listing any existing SmartPad entries

SmartOffice® – SmartOffice Mobile Pocket PC User Guide Revised: 8/26/2005

Policies SmartOffice Mobile is used to display the Policies, Policy Details, Interested Parties, and Policy Totals tabs on the PDA. Please note that

Investments SmartOffice Mobile can display the Investment Summary, Investment Details, and Investment Totals tabs on the PDA. Note: The Investment

3. Tap OK and then tap Tools to select the Display Totals option to display the Investment Totals tab. SmartOffice® – SmartOffice Mobile Pocket PC

SmartOffice® – SmartOffice Mobile Pocket PC User Guide Introduction E-Z Data Inc.’s SmartOffice Mobile for Pocket PC® is a robust application develop

4. Click the Yes button to install the SmartOffice application using the default application install directory. The progress bar shows the applicat

Accessing SmartOffice Mobile on the Pocket PC® Device Tap the Start menu to display the program list and then tap SmartOffice to open the program. R

Click the Yes button to enable security and display the Application Password screen. The password is required each time SmartOffice Mobile is launche

Synchronization Options To open the Synchronization Options screen, continue as follows: 1. From the SmartOffice Mobile Main screen, tap Tools to li