SmartPDA Calendar

SmartPDA Calendar

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The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

The Calendar displays various activity types (e.g., appointments, calls,

etc.) that are scheduled for the day.

Click the Calendar hyperlink

from the Main Menu to display the list of activities scheduled for the

current date. The activities of that particular week can be viewed by

clicking the particular day and the activities for a previous week and

next week can be viewed by clicking the Prv.

Week and Nxt. Week hyperlinks.

The Today hyperlink displays the activities for the current date. Activities

can be added and deleted using the New

and Delete buttons.

Activity Detail)

To view activity detail information, click the Time

hyperlink to display the Activity Detail screen. For Tasks, click

the Tasks hyperlink to display

the Activity Detail screen.

Activity Detail – Buttons

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To add additional

participants, click the Show

Participant List button.

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To delete an activity,

click the Delete button.

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To edit, click the

Switch to Edit Mode button.

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To mark an activity

as done, click the Mark Done

button. Tracked Call and Appointment activities that are marked

Done will have the status of Done/Pending. For these activities,

the outcome options of the Appointment/Call Outcome Wizards can

be selected by logging into SmartOffice and then changing the

Status from Done/Pending to Done.

Creating an Activity)

From

the Activity List, click the New button to display the Search Contacts

screen. Specify the search criteria for the contact and then click

the GO button to display the Contact List. Select the appropriate

contact hyperlink to display the new activity screen.

Enter the details of the new activity

such as the Type – Timed, Task, or All Day Event, Date, Time, Type,

Priority, Show Time As, Place, Keywords, Subject and Reason, and then

click the Save button. Clicking

the Cancel button will display the Contact List.

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