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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 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