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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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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 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
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Table of Contents Introduction...................................................................................................................................................1 Installing SmartOffice Mobile for Palm .......................................................................................................1 Setting Up SmartOffice Mobile for Palm .....................................................................................................3 Accessing SmartOffice Mobile on
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SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04
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Introduction SmartOffice Mobile for Palm is a custom application developed by E-Z Data to synchronize data between SmartOffice® and a Palm OS device. The application uses iAnywhere Solutions’ Ultralite database and MobiLink Server to synchronize data without interfering with existing applications on the device. The following record types can be synchronized: • Contact – Individual • Contact – Business • Activity • SmartPad • Policies • Investments Installing SmartOffice Mobile for P
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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. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 2
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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 security for the device. 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
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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 accessing the 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. Smart
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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. An additional checkbox is displayed when HTTP is selected. This information will be provided by E-Z Data for Sma
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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 synchronization. Click the OK button to continue. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 6
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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. 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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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 Perform a full refresh of the data from SmartOffice radio button to populate data meeting the synchronization criteria to a database table used for keeping track of the information that has been sy
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1. Tap the Find button without entering any search criteria to display the global Contacts list. 2. Enter a portion of the business name 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 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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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 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
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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. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 11
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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 additions. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 12
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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 to save the additions. Note: Both the preferred Phone Number and preferred Address are displayed on the Contact View tab of the Contact record. Modifying a Contact Record 1. From the Cont
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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 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 Conta
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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 List tab. 2. Tap the New button to open the Phone Details dialog box. 3. Tap the Type drop-down arrow to select the phone type. 4. Enter the remaining phone information and then tap the Done
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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 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 re
