Palm SmartOffice Mobile User Manual
SmartOffice Mobile for Palm User Guide
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
Copyright 1998-2004, E-Z Data, Inc.
All Rights Reserved.
No part of this documentation may be copied, reproduced, or translated in any form without the 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) 585-3505
Fax: (626) 440-9097
U.S. toll-free fax: (800) 779-3123
Revised: 11-16-04
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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
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. The application uses iAnywhere Solutions’ Ultralite database and
MobiLink Server to synchronize data without interfering with existing applications on the device.
The following record types can be synchronized:
• Contact – Individual
• Contact – Business
• Activity
• SmartPad
• Policies
• Investments
Installing SmartOffice Mobile for Palm
1. Log into SmartOffice.
2. From the side menu, click User Setup and Installations to open the Installations spreadsheet.
3. The Installations spreadsheet appears and displays all the available installations. From this
spreadsheet, click the SmartOffice Mobile for Palm and Pocket PC link.
4. Select the Click here to download and install SmartOffice Mobile for Palm option to begin the
installation file download.
5. From the File Download dialog box, click the Open button to start the installation. Alternately, the
installation file can also be saved to the PC and installed from the saved location.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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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 clicking the Done button.
7. When prompted, begin a HotSync on the PDA to install SmartOffice Mobile. Once the HotSync is
complete, click the OK button.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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Setting Up SmartOffice Mobile for Palm
Accessing SmartOffice Mobile on the Palm OS® Device
To start SmartOffice Mobile, tap the SmartOffice icon.
When launching SmartOffice for the first time, the Security Information window is displayed. The user
will have the option to either enable or disable security for the device. Once security is enabled, the only
way to remove it is to uninstall and reinstall the SmartOffice Mobile application.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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Click the Yes button to enable security and display the SmartOffice Mobile Login window. The
password is required each time SmartOffice Mobile is launched. The password must be at least 6
characters with at least one alpha and one numeric character. The password can be changed at any time by
accessing the Security Password option from the main SmartOffice Mobile menu. Once the password has
been entered and the user taps the OK button, the Synchronization Options window opens.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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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 installed. This option can be cleared for synchronization
with a wireless enabled device.
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 implementations.
SmartOffice Login Information: The Office, User, and Password for accessing SmartOffice must be
entered in the appropriate fields. To enter the password, tap the Unassigned box, enter and confirm the
SmartOffice login password, and tap the OK button. The password now shows as Assigned. If the
SmartOffice One Card System (eOCS) is being used with SmartOffice, select the eOCS User checkbox
to enable One Card System Outcomes when tracking activities.
MobiLink Server Details: The host URL or IP address and port assigned the MobiLink Server must be
entered in order to synchronize successfully. This information is provided by E-Z Data for SmartOffice
Online users and by the IT department of corporate implementations.
Once the correct information has been entered on the Synchronization Options window, tap the Done
button to save the information.
Setting Up SmartOffice Mobile Synchronization Criteria
1. From the side menu, click Synchronization and select Mobile Device Setup to launch the
Synchronization Setup Wizard.
2. From the first window of the Synchronization Setup Wizard, click the Next button.
SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide
Revised: 11-16-04
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