SmartOffice Mobile for Pocket PC, User Manual

Page 1: ...SmartOffice Mobile for Pocket PC User Guide SmartOffice SmartOffice Mobile Pocket PC User Guide Revised 8 26 2005...

Page 2: ...e 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...

Page 3: ...ord 16 Deleting a Contact Record 17 Creating a Business Contact Record 19 Modifying a Business Record 22 Deleting a Business Record 22 Calendar 23 AgendaView 23 DayView 23 WeekView 24 MonthView 24 Add...

Page 4: ...SmartOffice SmartOffice Mobile Pocket PC User Guide Revised 8 26 2005...

Page 5: ...SmartPad Policies Investment Installing SmartOffice Mobile for Pocket PC 1 From the side menu click User Setup and select Installations to open the Installations spreadsheet The Installations spreads...

Page 6: ...g the default application install directory The progress bar shows the application being installed 5 Once the progress bar is complete click the OK button from the Application Downloading Complete dia...

Page 7: ...tOffice Mobile for the First Time When launching SmartOffice for the first time the Security Information screen is displayed Security can be either enabled or disabled for the device Once security is...

Page 8: ...be changed at any time by selecting the Security Password option from the main SmartOffice Mobile menu When running SmartOffice Mobile for the first time enter the database Office Name and database U...

Page 9: ...hronization Options screen enter the following information Office Name SmartOffice Office Name User Name SmartOffice User Name Password Enter the SmartOffice User Password Select the communication met...

Page 10: ...ils The host URL or IP address and port assigned to the MobiLink Server must be entered in order to synchronize successfully This information is provided by E Z Data for SmartOffice Online users and b...

Page 11: ...nload all types of activities or select the Timed option to download only the timed activities and click the Next button 5 From the SmartPad Selection screen set the number of SmartPad entries to sync...

Page 12: ...synchronization If all of the information is correct click the Finish button 7 After the initial setup is complete perform an ActiveSync operation to Synchronize the data with the SmartOffice Mobile...

Page 13: ...tion with the PDA to complete the initial synchronization 4 Complete the following steps to add new information from SmartOffice From the SmartOffice side menu click Synchronization and select Update...

Page 14: ...ct record and view existing Contact records Calendar add an Activity and view existing Activity information ToDo s add a ToDo and view existing ToDo information Synchronize perform synchronization New...

Page 15: ...d here Business Business Contact records are listed here All Contacts Individual Contacts and Business Contacts records are listed here There are three ways to search for a Contact Individual or Busin...

Page 16: ...right hand corner to display the matching Contact record Tap the alphabet tab to find a Contact record Tapping ab highlights the first Contact whose last name begins with A Tap ab again and it highlig...

Page 17: ...select Contacts By default the Personal Individual Contact Summary tab is displayed 2 Tap New to open the Record Type dialog box 3 Select the Individual option and then tap OK to display the Edit scre...

Page 18: ...en tap OK to display the Details tab Contact Phone Number 1 From the Contact Details tab tap the Phone tab to open the Phone Summary 2 Tap New to open the Phone Detail dialog box 3 Tap the Type drop d...

Page 19: ...address type 4 Enter the remaining address information and then tap OK to save the additions Note The preferred Phone Number and Address are displayed on the Contact Details tab Contact E mail Web Add...

Page 20: ...e Contact Details tab Modifying a Contact Record 1 From the Contact Details tab tap Edit 2 Modify the contact s information and tap OK to save the changes Modifying a Contact s Phone Number 1 From the...

Page 21: ...E mail Detail dialog box 3 Modify the information as necessary and then tap OK to save the changes Deleting a Contact Record 1 From the Contact Details tab tap Edit to open the Details tab 2 Tap Tool...

Page 22: ...n the Record Deleting Confirmation dialog box 4 Tap Yes to delete the selected address Deleting a Contact s E mail Web Address 1 From the Contact Details tab tap the E mail tab to open the E mail Summ...

Page 23: ...efault the Personal Individual Contact Summary tab should be displayed 2 Tap New to open the Record Type dialog box 3 Select the Business option and then tap OK to display the Details tab 4 Enter the...

Page 24: ...ialog box 3 Select the Business option and then tap OK to display the Details tab 4 Enter the business information and then tap the Phone and Address tabs to enter the corresponding information 5 Tap...

Page 25: ...ow to specify the phone type 4 Enter the remaining phone information and then tap OK to save the additions Business Address 1 From the Contact Details tab tap the Address tab to display the Address Li...

Page 26: ...cessary and then tap OK to save the changes Deleting a Business Record 1 From the Contact Details tab tap Edit to open the Details tab 2 Tap Tools and select Delete to display the Record Deletion Conf...

Page 27: ...w for a previous or future day is displayed by tapping the left or right arrows DayView Select Calendar from the SmartOffice Mobile Main screen to open the DayView Calendar The DayView is used to disp...

Page 28: ...ties can be displayed by tapping the left or right arrows MonthView The MonthView is used to display activities for a specific month The MonthView for previous or future months activities can be displ...

Page 29: ...From the AgendaView 1 From the SmartOffice Mobile Main screen select Calendar to open the AgendaView calendar listing all the activities scheduled for the current date displayed 2 Hold the stylus on a...

Page 30: ...e activities scheduled for the current date displayed 2 Tap the Activity to be modified to display the Activity Detail tab in read only mode 3 Tap Edit to switch the Activity Details tab to Edit mode...

Page 31: ...to open the Delete Record confirmation message box 4 Tap Yes to delete the activity From the Activity Detail tab read only mode 1 From the SmartOffice Mobile Main screen select Calendar to open the A...

Page 32: ...eduled activities for the current date 2 Tap an activity to be deleted to display the Activity Detail tab in read only mode 3 Tap Edit to switch Activity Details tab to edit mode 4 Tap Tools and selec...

Page 33: ...Adding a ToDo Item 1 From the SmartOffice Mobile Main screen select ToDo s to open the non timed activities list 2 Tap New to open the Activity Details tab 3 Enter the non timed activity information...

Page 34: ...ToDo List which shows all the ToDo s scheduled for the current date shown 2 Hold the stylus down on a ToDo to open a menu with Edit Delete and Cancel options 3 Tap Edit to open the Activity Details ta...

Page 35: ...e necessary modifications and then tap OK to save the changes Deleting a ToDo There are two main ways to delete a ToDo From the ToDo List tab 1 From the SmartOffice Mobile Main screen select ToDo s to...

Page 36: ...s all the ToDo s scheduled for the current date 2 Tap a ToDo to be deleted which displays the Activity Details tab in read only mode 3 Tap Tools and then select Delete Activity to open a Delete Record...

Page 37: ...l The main difference is that when adding an activity from the Activity Log it is linked to a Contact 1 From the Contact Details tab tap the Activity Log icon to open the Activity Log tab listing any...

Page 38: ...ivity and tap OK to see the added activity on the ToDo List tab SmartPad SmartOffice Mobile is used to view add and delete SmartPad records that are synchronized with the SmartOffice database Note tha...

Page 39: ...Summary tab listing all the SmartPad entries for the selected Contact 2 Tap and hold on the SmartPad entry to open a menu with Edit Delete and Cancel options 3 Select Delete to open the Delete Record...

Page 40: ...n is read only Accessing Policy Information 1 From the Contact Details tab select the Policy icon to open the Policy Summary tab 2 Tap the Policy Name to display the Policy Detail tab 3 Tap Tools and...

Page 41: ...with share and cost information The Variable Annuity information is limited due to this restriction The investment information is read only Accessing Investment Information 1 From the Contact Details...

Page 42: ...3 Tap OK and then tap Tools to select the Display Totals option to display the Investment Totals tab SmartOffice SmartOffice Mobile Pocket PC User Guide Page 38...