Palm SmartOffice Mobile Uživatelský manuál

SmartOffice Mobile for Palm User Guide SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04

3. Choose to synchronize all contacts or selected contacts and click the Next button. If All Contacts is selected, continue with step 4. Otherwise

5. From the SmartPad Selection window, set the number of SmartPad entries to synchronize. Alternately, a range in months or just SmartPad entries ma

Preparing Data for Synchronization After the criteria for synchronization has been selected, an initial synchronization must be done. 1. From the Sm

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 indi

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 o

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 D

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 di

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 De

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

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 inf

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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

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 lef

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 futu

Activity Components Time: Tap the Time button to specify the Start and End Time of an activity. Contact: Tap the Contact button to link a contact to

To Do From the SmartOffice tab, select To Do from the drop-down list to open the non-timed activities list. Adding a To Do Item 1. From the Smar

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

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 a

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 Smar

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 Sm

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 25

Table of Contents Introduction...

SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04

Introduction SmartOffice Mobile for Palm is a custom application developed by E-Z Data to synchronize data between SmartOffice® and a Palm OS device.

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

Setting Up SmartOffice Mobile for Palm Accessing SmartOffice Mobile on the Palm OS® Device To start SmartOffice Mobile, tap the SmartOffice icon. W

Click the Yes button to enable security and display the SmartOffice Mobile Login window. The password is required each time SmartOffice Mobile i

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 instal