Instruction/ maintenance manual of the product Mobile for Pocket PC Smart Parts
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Sma r t Of f ice M obile fo r P o c k e t PC User G ui d e SmartOffice® – SmartOffice Mo bile Pocket PC User Guide Revised: 8/26/2005.
Copyright 1998-2004, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copi ed, reproduced, or translated in any form without the prior written c onsent of E-Z Data, Inc. All product names are trademar ks of their respective m anuf acturers or organizations.
Table of Contents Introduction ..................................................................................................................................... 1 Installing SmartOffice Mobile for Pocket PC® ......................................
SmartOffice® – SmartOffice Mo bile Pocket PC User Guide Revised: 8/26/2005.
SmartOffice® – SmartOffice Mo bile Pocket PC User Guide Introduction E-Z Data Inc.’s SmartOffice Mobile for Pocket PC® is a robust application developed for devices running Microsoft’s Pocket PC® operating sy stem.
4. Click the Yes button to install the SmartOffice applicati on using 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 dialog box.
Accessing SmartOffice Mobile on the Pocket PC® Device Tap the Start menu to display the program list and then tap SmartOffice to open the pro gram . Running SmartOffice Mobile for the First T ime When launching SmartOffice for the first time, the Security Information screen is displayed.
Click the Yes button to enable security and display the Application Password screen. The password is required each time SmartOffice Mobile is launched.
Synchronization Options To open the Synchronization Options screen, continue as follows: 1. From the SmartOffice Mobile Main screen, tap Tools to list the following options: Synchronize Sync Configuration and About SmartOffice Mobile . 2. Select Sync Configuration to open the Synchronization Options screen.
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 SmartOffice Online users and by the IT department of corporate users.
4. Select a date range of future and past activities for synchronization. Click the OK button to continue. There are two different ways to download the activities. Select the All option to download all types of activities or select the Timed option to download only the t imed activities and click the Next button.
6. The final Synchronization Setup Wizard screen is a review of the information selected for 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 database on the Pocket PC® device.
Preparing Data for Synchronization After the synchronization criteria have been selected, perform an initial synchronization. 1. From the side menu, click Synchronization and select Update Mobile Device to open t he Update Mobile Device with Changes dialog box.
SmartOffice Mobile Main Screen When the SmartOffice Mobile application is la unched, after the initial setup and synchronization is complete, the application opens to the Smar tOffice Mobile Main screen. SmartOffice Mobile is a menu driven application and the menu is accessible from the Main tab.
There are four different list screens to display the records: • Recent : Only the recently added or changed r ecords (Individual Contacts and Business Contacts) are displayed on this list. • Personal : Individual Contact records are listed here. • Business : Business Contact records are listed here.
• Enter a portion of the business name or individual contact’s last name in the search field provided on the top right hand corner to display the matching Contact record. • Tap the alphabet tab to find a Contact record. Tapping “ab” highligh ts the first Contact whose last name begins with ‘A’.
Creating an Individual Contact Record There are two ways to create a new Contact Record: From the Contact Summary tab 1. From the SmartOffice Mobile Main tab, select Contacts . By default, the Personal (Individual) Contact Summary tab is displayed. 2.
From the New menu in the SmartOffice Mobile Ma in screen 1. From the New m enu, select Contact . 2. Tap New to open the Record Type dialog box. 3. Select the Individual option and then ta p OK to display the Details tab. Contact Phone Number 1. From the Contact Details tab, tap the Phone tab to open the Phone Summary .
Contact Address 1. From the Contact Details tab, tap the Address tab to open the Address Summary . 2. Tap New to open the Address Detail dialog box. 3. Tap the Type drop-down arrow to specify the address type. 4. Enter the remaining address information and then tap OK to save the additions.
3. Tap the Type drop-down arrow to select either the E-mail or Web Site option. 4. Enter the remaining address information in the Address field. Note: The preferred E-mail/Web Site is displayed on the Contact Details tab. Modifying a Contact Rec ord 1.
3. Modify the information as necessary and then tap OK to save the changes. Modifying Contact Address 1. From the Contact Details tab, tap the Address tab to open the Address Summary . 2. Tap the address for modification to open the Address Detail dialog box.
Deleting a Contact’s Address 1. From the Contact Details tab, tap the Address tab to open the Address Summary . 2. Tap the address to be deleted to open the Address Detail tab. 3. Tap Tools and select Delete to open the Record Deleting Confirmation dialog box.
4. Tap Yes to delete the selected address. Creating a Business Contact Record There are two ways to create a new Business Contact record: From the Contact Summary screen 1. From the SmartOffice Mobile Main screen, select Contacts. By default, the Personal (Individual) Contact Summary tab should be displayed.
From the New menu in SmartOffice Mobile Main screen 1. From the New m enu, select Contact . 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 business information and then tap the Phone and Address tabs to enter the corresponding information.
Business Phone Number 1. From the Contact Details tab, tap the Phone tab to dis play the Phone Summary . 2. Tap New 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 OK to save the additions.
4. Enter the remaining address information and then tap OK to save the additions. Note: Both the preferred Phone Number and pref erred Address are displayed on the Contact Details tab of the Contact record.
Calendar The Calendar views are: AgendaView, DayView, WeekView and MonthView . AgendaView The AgendaView is used to display a combination of timed and non-timed activities for a specific day. The AgendaView for a previous or future day is displayed by tapping the left or right arrows.
WeekView The WeekView is used to view activities for a specific week. Previous or future weeks’ activities can be displayed by tapping the left or right arrows.
Adding an Activity from the Calendar 1. From the DayView calendar, tap New to open the Activity Details tab. 2. Enter the activity information and then tap OK to save the activity. Modifying an Activity from the Calendar There are two ways to modify an activity: From the AgendaView 1.
From the Activity Details tab 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. Tap the Activity to be modified to display the Activity Detail tab in read-onl y mode.
Deleting an Activity from the Calendar There are three ways to delete an activity: 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.
From the Activity Edit tab (edit mode) 1. From the SmartOffice Mobile Main screen, select Calendar to open the AgendaView calendar, which lists all the schedul ed activities for the current date. 2. Tap an activity to be deleted to display the Activity Detail tab in read-onl y mode.
To D o From the SmartOffice Mobile Main screen, select ToDo’s to open the non-timed activities list. 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.
Modifying a ToDo Item There are two ways to modify a ToDo : From the ToDo List 1. From the SmartOffice Mobile Main screen, select ToDo’s to open the 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.
From the Activity Edit tab 1. From the SmartOffice Mobile Main screen, select ToDo’s to open the ToDo List, which shows all the ToDo’s scheduled for the current date shown. 2. Tap the ToDo to be modified to display the Activity Details tab in read-onl y mode.
From the Activity Details tab 1. From the SmartOffice Mobile Main screen, select ToDo’s to open the ToDo List, which shows 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.
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 Timed Activity from the Activity Log Adding an activity from either Calendar or Activity Log is nearly identical.
Adding an Non-timed Activity from ToDo 1. From the Contact Details tab, tap the ToDo icon to open the ToDo List tab. 2. Tap New to open the Activity Details tab. 3. Enter the necessary information for the activity and tap OK to see the added activity on the ToDo List tab.
Adding a SmartPad Note 1. From the Contact Details tab, tap the SmartPad icon to open t he SmartPad Summary tab listing any existing SmartPad entries for the selected Contact. 2. Tap New to open the SmartPad Detail tab. 3. Enter some notes and tap OK to see the added entry on the SmartPad Summary tab.
Policies SmartOffice Mobile is used to display the Policies, Policy Details, Interested Parties, and Policy Totals tabs on the PDA. Please note that Polic y information displayed here cannot be added, modified or deleted from the PDA. The infor mation is read-only.
Investment s SmartOffice Mobile can display the Investment Summary, Investment D etails, and Investment Totals tabs on the PDA. Note : The Investment Details tab is intended to display i nvestments with share and cost information. The Variable Annuity information is limited due to this restriction.
3. Tap OK and then tap Tools to select the Display Totals option to display the Investment Totals tab. SmartOffice® – SmartOffice Mo bile Pocket PC User Guide Page: 38.
An important point after buying a device Smart Parts Mobile for Pocket PC (or even before the purchase) is to read its user manual. We should do this for several simple reasons:
If you have not bought Smart Parts Mobile for Pocket PC yet, this is a good time to familiarize yourself with the basic data on the product. First of all view first pages of the manual, you can find above. You should find there the most important technical data Smart Parts Mobile for Pocket PC - thus you can check whether the hardware meets your expectations. When delving into next pages of the user manual, Smart Parts Mobile for Pocket PC you will learn all the available features of the product, as well as information on its operation. The information that you get Smart Parts Mobile for Pocket PC will certainly help you make a decision on the purchase.
If you already are a holder of Smart Parts Mobile for Pocket PC, but have not read the manual yet, you should do it for the reasons described above. You will learn then if you properly used the available features, and whether you have not made any mistakes, which can shorten the lifetime Smart Parts Mobile for Pocket PC.
However, one of the most important roles played by the user manual is to help in solving problems with Smart Parts Mobile for Pocket PC. Almost always you will find there Troubleshooting, which are the most frequently occurring failures and malfunctions of the device Smart Parts Mobile for Pocket PC along with tips on how to solve them. Even if you fail to solve the problem, the manual will show you a further procedure – contact to the customer service center or the nearest service center
