Last updated: 2025-12-02

PDA Setup

PDA Setup

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The link for this help topic is:

Note: SmartOffice Mobile for Palm

and Pocket PC has been discontinued. This information is made available

for existing users of these products. Our current solution for all

devices is SmartOffice Anywhere.

SmartOffice Mobile for Palm and Pocket PC is designed to meet the needs

of the traveling user who needs access to contact information when in

the field. Contact, business, investment, policy and activity information

is synchronized with the Personal Digital Assistant (PDA).

[Initial

SmartOffice Mobile for PDA Setup](javascript:TextPopup(this))

Note:

SmartOffice Mobile must be enabled for the user in the office that

needs to use it. It first needs to be installed by selecting Installations from the expanded

Setup menu and then clicking

the SmartOffice PDA for Palm and

Pocket PC option. A synchronization then needs to be performed

before proceeding.

the PDA, select E-Z Mobile

from the Main category.

Enter

the Office Name and User Name and then select Done.

From

the Synchronization Options screen, select the appropriate Type

of Synchronization option.

Enter

the Mobilink Server or Host name and then tap Done.

Perform

a synchronization operation.

SmartOffice Mobile for Palm

[Module

Requirements](javascript:TextPopup(this))

Hardware

and Software Requirements

Workstation

hardware as required by the manufacturer of the Palm OS® device.

100

MB of free space on the hard disk drive for the installation of

the Palm™

Desktop software.

Windows

98, Windows Me, Windows NT, Windows 2000, or Windows XP operating system.

Palm

OS® device running Palm OS® 3.5 or higher with a 20 MHz Motorola

Dragonball-VZ processor.

Palm

OS® with a minimum of 8 MB of RAM installed and 3 MB of RAM available

on the device.

Palm™ Desktop software, or licensee

branded software, version 3.1.0 or higher installed, version 4.0.1

recommended.

Proper

connectivity between the Palm OS® device and the workstation computer.

33mhz or faster wired modem or a wireless modem, which receives

an assigned IP address.

Configuration Requirements

MobiLink server available on a computer with

an IP address accessible through the

Internet and Port 2439 open through the corporate firewall.

ODBC

connection between the computer where the MobiLink server resides

and the database server.

Office

Settings - Licenses available in the office.

User

Management - Base User enabled and E-Z Mobile for Palm OS® enabled

per User.

Note:

Additional

roles enabled in SmartOffice® are also available in E-Z Mobile for

PDA (i.e., Investment User, Policy User, etc.)

Download

and install the E-Z Mobile for PDA program.

E-Z

Mobile for PDA Setup in office.

Workstation

computer can ping the IP address of the server where the MobiLink

server application is installed.

[Using

the SmartOffice Mobile for PDA Synchronization Setup Wizard](javascript:TextPopup(this))

During synchronization, SmartMobile for PDA records take precedence

over the records in SmartOffice. For example, if the same field in

the same record has been modified in both SmartOffice and SmartOffice

Mobile for PDA, then the E-Z Mobile for PDA field will overwrite the

SmartOffice information.

In order to eliminate the possibility of overwriting other users'

changes, SmartPad records that have been synchronized with SmartOffice

can be viewed but not modified in E-Z Mobile for PDA.

Select

PDA Setup from the expanded

Setup menu to open the

PDA - Synchronization Setup Wizard.

Click

the Next button to open

the Contact Selection dialog box.

Select

the appropriate Contact Selection option and then click the Next button. Either all contacts,

or a specific group of contacts based on a filter or a set, can

be downloaded to the PDA.

Enter

the Activity Type and Activity Date Range information and then

click the Next button.

Note:

Next "x" days is the current date plus "x"

number of days in the future. Previous

"x" days specifies

the days in the past for which the activities will continue to synchronize

changes between SmartOffice and the PDA.

Select

the number of SmartPad entries to download per Contact and then

click the Next button.

Review

the Download Description and then click the Finish

button.

Note:

Once the Download Description is defined, it is not necessary to access

the wizard for future synchronizations. Only if the download criteria

needs to be modified does it become necessary to modify the selections

in the wizard.

[To

Add a Contact](javascript:TextPopup(this))

From the main SmartOffice

Mobile screen, tap the SmartOffice

Mobile tab to access Options.

Select Contact

and then tap Find.

Tap New

and then enter the Contact information.

Tap Phone

and then tap New.

Enter the Phone information

and then tap Done.

Tap Done

again to return to the Contact View.

Tap Details

and then enter the Contact Personal information.

Tap Done

to return to Contacts.

Tap Done again to return to

the main SmartOffice Mobile screen.

[To

Add an Activity from the Main Menu](javascript:TextPopup(this))

From the main SmartOffice

Mobile screen, tap the SmartOffice

Mobile tab to access Options.

Select Calendar

and then tap New.

Tap Go

To to change the Activity from

the current date.

Tap Contact

and then tap Find to list

all Contacts.

Select the Contact

associated with the activity and then tap Done.

Tap Time

to enter the Start Time

and End Time of the Activity

and then tap OK.

Note: The time fields can be left blank for an un-timed

activity.

Enter the Activity

information and then tap Done.

[To

Add an Activity from the Contact View](javascript:TextPopup(this))

Access Modules

by tapping the Contact View

tab.

Select Activity

Log to display a list of all Activities for the current

Contact.

Tap New

and then tap Go To to change the Activity from the current date.

Tap Time

to enter the Start Time

and End Time of the Activity

and then tap OK.

Note: The time fields can be left blank for an un-timed

activity.

Enter the Activity

information and then tap Done.

[To

Add SmartPad Notes](javascript:TextPopup(this))

From the main SmartOffice

Mobile screen, tap the SmartOffice

Mobile tab to access Options.

Select Contact

and then tap Find to display

a list of all Contacts.

Select the Contact

record associated with the SmartPad entry.

Tap Contact

View to access Modules.

Select SmartPad

and then tap New.

Enter the SmartPad

information and then tap Done.

Tap Done

again to return to the Contact View screen.

Note: SmartPad notes can also be created from the Policies

and Investments screens.

[To

Select Form Letters for Printing](javascript:TextPopup(this))

From the main SmartOffice

Mobile screen, tap the SmartOffice

Mobile tab to access Options.

Select Contact

and then tap Find to display

a list of all Contacts.

Select the Contact

record associated with the form letter.

Tap Contact

View to access Modules.

Select Form

Letters and then select the form letter to be added to

the Job Queue.

Tap Done and then tap

Yes to add the selected

letter to the Job Queue during the next synchronization.

SmartOffice Mobile for Pocket PC

For SmartOffice Mobile

for Pocket PC setup information, refer to [SmartOffice

Mobile for Pocket PC](/help/pro/smartoffice/mobile/for/pocket/pc).