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Table of Contents
Introduction ..................................................................................................................................... 1
Installing SmartOffice Mobile for Pocket PC® .............................................................................. 1
Accessing SmartOffice Mobile on the Pocket PC® Device ........................................................... 3
Running SmartOffice Mobile for the First Time............................................................................. 3
Synchronization Options............................................................................................................. 5
Setting Up SmartOffice Mobile Synchronization Criteria.......................................................... 6
Preparing Data for Synchronization............................................................................................ 9
SmartOffice Mobile Main Screen ................................................................................................. 10
Contacts......................................................................................................................................... 10
Creating an Individual Contact Record..................................................................................... 13
Modifying a Contact Record................................................................................................. 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
Adding an Activity from the Calendar...................................................................................... 25
Modifying an Activity from the Calendar................................................................................. 25
Deleting an Activity from the Calendar.................................................................................... 27
ToDo.............................................................................................................................................. 29
Adding a ToDo Item............................................................................................................. 29
Modifying a ToDo Item........................................................................................................ 30
Deleting a ToDo.................................................................................................................... 31
Activity Log .................................................................................................................................. 33
Adding a Timed Activity from the Activity Log.................................................................. 33
Adding an Non-timed Activity from ToDo .......................................................................... 34
SmartPad ....................................................................................................................................... 34
Policies .......................................................................................................................................... 36
Investments.................................................................................................................................... 37
SmartOffice® – SmartOffice Mobile Pocket PC User Guide
Revised: 8/26/2005