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Palm SmartOffice SmartOffice Mobile manuel d'utilisation

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Un bon manuel d’utilisation

Les règles imposent au revendeur l'obligation de fournir à l'acheteur, avec des marchandises, le manuel d’utilisation Palm SmartOffice SmartOffice Mobile. Le manque du manuel d’utilisation ou les informations incorrectes fournies au consommateur sont à la base d'une plainte pour non-conformité du dispositif avec le contrat. Conformément à la loi, l’inclusion du manuel d’utilisation sous une forme autre que le papier est autorisée, ce qui est souvent utilisé récemment, en incluant la forme graphique ou électronique du manuel Palm SmartOffice SmartOffice Mobile ou les vidéos d'instruction pour les utilisateurs. La condition est son caractère lisible et compréhensible.

Qu'est ce que le manuel d’utilisation?

Le mot vient du latin "Instructio", à savoir organiser. Ainsi, le manuel d’utilisation Palm SmartOffice SmartOffice Mobile décrit les étapes de la procédure. Le but du manuel d’utilisation est d’instruire, de faciliter le démarrage, l'utilisation de l'équipement ou l'exécution des actions spécifiques. Le manuel d’utilisation est une collection d'informations sur l'objet/service, une indice.

Malheureusement, peu d'utilisateurs prennent le temps de lire le manuel d’utilisation, et un bon manuel permet non seulement d’apprendre à connaître un certain nombre de fonctionnalités supplémentaires du dispositif acheté, mais aussi éviter la majorité des défaillances.

Donc, ce qui devrait contenir le manuel parfait?

Tout d'abord, le manuel d’utilisation Palm SmartOffice SmartOffice Mobile devrait contenir:
- informations sur les caractéristiques techniques du dispositif Palm SmartOffice SmartOffice Mobile
- nom du fabricant et année de fabrication Palm SmartOffice SmartOffice Mobile
- instructions d'utilisation, de réglage et d’entretien de l'équipement Palm SmartOffice SmartOffice Mobile
- signes de sécurité et attestations confirmant la conformité avec les normes pertinentes

Pourquoi nous ne lisons pas les manuels d’utilisation?

Habituellement, cela est dû au manque de temps et de certitude quant à la fonctionnalité spécifique de l'équipement acheté. Malheureusement, la connexion et le démarrage Palm SmartOffice SmartOffice Mobile ne suffisent pas. Le manuel d’utilisation contient un certain nombre de lignes directrices concernant les fonctionnalités spécifiques, la sécurité, les méthodes d'entretien (même les moyens qui doivent être utilisés), les défauts possibles Palm SmartOffice SmartOffice Mobile et les moyens de résoudre des problèmes communs lors de l'utilisation. Enfin, le manuel contient les coordonnées du service Palm en l'absence de l'efficacité des solutions proposées. Actuellement, les manuels d’utilisation sous la forme d'animations intéressantes et de vidéos pédagogiques qui sont meilleurs que la brochure, sont très populaires. Ce type de manuel permet à l'utilisateur de voir toute la vidéo d'instruction sans sauter les spécifications et les descriptions techniques compliquées Palm SmartOffice SmartOffice Mobile, comme c’est le cas pour la version papier.

Pourquoi lire le manuel d’utilisation?

Tout d'abord, il contient la réponse sur la structure, les possibilités du dispositif Palm SmartOffice SmartOffice Mobile, l'utilisation de divers accessoires et une gamme d'informations pour profiter pleinement de toutes les fonctionnalités et commodités.

Après un achat réussi de l’équipement/dispositif, prenez un moment pour vous familiariser avec toutes les parties du manuel d'utilisation Palm SmartOffice SmartOffice Mobile. À l'heure actuelle, ils sont soigneusement préparés et traduits pour qu'ils soient non seulement compréhensibles pour les utilisateurs, mais pour qu’ils remplissent leur fonction de base de l'information et d’aide.

Table des matières du manuel d’utilisation

  • Page 1

    SmartOffice Mobile for Palm User Guide SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04[...]

  • Page 2

    Copyright 1998-2004, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reprodu ced, or translated in any form without the prior written consent of E-Z Data, Inc. All product names are trademarks of their respective m anufacturers or organizations. 918 E. Green Street Pasadena, CA 91106 Web - http-//www.ez-data.com Tel[...]

  • Page 3

    Table of Contents Introduction ................................................................................................................................................... 1 Installing SmartOffice Mobile for Palm ....................................................................................................... 1 Setting Up SmartOffice M[...]

  • Page 4

    SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04[...]

  • Page 5

    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 applicati on 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[...]

  • Page 6

    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 Pal[...]

  • Page 7

    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 secur ity for the device. Once security is enabled, [...]

  • Page 8

    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 Sm a[...]

  • Page 9

    SyncMethod: By default, the HotSync option is selected fo r use with a cable/cradle connected to a PC with Palm Desktop and the HotSync Manager installe d. This option can be cleared for synchronization with a wireless enabled device. Protocol: Select the communication protocol used to com municate with the MobiLink Server. The options are TCP/IP, [...]

  • Page 10

    3. Choose to synchronize all contacts or selected contacts and click the Next button. If All Contacts is selected, continue with step 4. Otherwise, the Filter/Set Selection dialog box opens. Select a set or filter of contacts to synchronize. 4. Select a date range of future and p ast activities for synchronization. Click the OK button to continue. [...]

  • Page 11

    5. From the SmartPad Selection window, set the num ber of SmartPad entries to synchronize. Alternately, a range in months or just SmartPad entries manually added as notes can be synchronized. 6. The final Synchronization Setup Wizard window is a review of the information selected for synchronization. If all of the information is correct, click the [...]

  • Page 12

    Preparing Data for Synchronization After the criteria for synchronization has been selected, an initial synchronization must be done. 1. From the SmartOffice side m enu, click Synchronization and select Update Mobile Device to open the Update Mobile Device with Changes dialog box. 2. Select the Perform a full refresh of the data from SmartOffice ra[...]

  • Page 13

    1. Tap the Find button without entering any search criteria to display the global Contacts list. 2. Enter a portion of the business name or individual contact’s last name and then tap the Find button to display the Contacts tab matching the search criteria. 3. Tap the first letter of the business name or individual contact’s last name to displa[...]

  • Page 14

    Creating an Individual Contact Record 1. From the SmartOffice tab, select Contact to open the Find Contact dialog box. 2. Tap the New button to open the Record Type dialog box. 3. Select the Individual option and then tap the Done button to display the Details tab. 4. Enter the contact information and then tap the Details button as well as the Phon[...]

  • Page 15

    5. Tap the Done button to save the information and display the Contact View tab. Contact Personal Dialog Box 1. From the Contact View tab, tap the Details button to open the Contact Personal dialog box. 2. Enter the contact personal information and then tap the Done button to save the additions. SmartOffice® v3.5 – SmartOffice Mobile for Palm Us[...]

  • Page 16

    Contact Phone List 1. From the Contact View tab, tap the Phone icon to display the Phone List tab. 2. Tap the New button 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 the Done button to save the additions. SmartOffice® v3.5 – SmartOffice Mobi[...]

  • Page 17

    Contact Address List 1. From the Contact View tab, tap the Address icon to display the Address List tab. 2. Tap the New button to open the Address Details dialog box. 3. Tap the Type drop-down arrow to select the address type. 4. Enter the remaining address information and then tap the Done button to save the additions. Note: Both the preferred Pho[...]

  • Page 18

    Creating a Business Contact Record 1. From the SmartOffice tab, select Contact to open the Find Contact dialog box. 2. Tap the New button to open the Record Type dialog box. 3. Select the Business option and then tap the Done button to display the Details tab. 4. Enter the business information and then tap the Details button as well as the Phone , [...]

  • Page 19

    Contact Personal Dialog Box 1. From the Contact View tab, tap the Details button to open the Contact Personal dialog box. 2. Enter the business information and then tap the Done button to save the additions. Business Phone List 1. From the Contact View tab, tap the Phone icon to display the Phone List tab. 2. Tap the New button to open the Phone De[...]

  • Page 20

    Modifying a Business Address 1. From the Contact View tab, tap the Address icon to display the Address List tab. 2. Tap the address for modification to open the Address Details dialog box. 3. Modify the information as necessary and then tap the Done button to save the changes. Deleting a Business Record 1. From the Contact View tab, tap the Edit ic[...]

  • Page 21

    WeekView The WeekView is used to view activities for a specific week . The activities of a previous or future week can be displayed by tapping the left or right arrows. MonthView The MonthView is used to display activities for a specific m onth. The activities of a previous or future month can be displayed by tapping the left or right arrows. Smart[...]

  • Page 22

    AgendaView The AgendaView is used to display a combination of tim ed and non-timed activities for a specific day. The activities of a previous or future day can be displayed by tapping the left or right arrows. Adding an Activity from the Calendar 1. From the DayView calendar, tap the New button to open the Activity Details tab. 2. Enter the activi[...]

  • Page 23

    Activity Components Time : Tap the Time button to specify the Start and End Time of an activity. Contact : Tap the Contact button to link a contact to the activity. Location : Enter the Location for the activity. Type : Tap the Type drop-down arrow to display the activity type list. Reason : Enter the Reason for the activity. If the reason takes up[...]

  • Page 24

    To Do From the SmartOffice tab, select To Do from the drop-down list to open the non-tim ed activities list. Adding a To Do Item 1. From the SmartOffice tab, select To Do from the drop-down list to open the non-timed activities list. 2. Tap the New button to open the Activity Details tab. 3. Enter the non-timed activity information and then tap the[...]

  • Page 25

    Deleting a To Do Item 1. From the SmartOffice tab, select To Do from the drop-down list to open the non-timed activities list. 2. Tap the applicable To Do item to open the Activity Details tab. 3. Tap Delete to display the confirmation dialog box. 4. Tap the OK button to delete the To Do item. Contact Menu From the Contact View, tap the Contact Vie[...]

  • Page 26

    Activity Log The Activity Log is a list of the activities linked to a pa rticular contact that is used to display, add and modify activities. Adding a Timed Activity from the Activity Log 1. From the Contact View, tap the Contact View tab to display the modules drop-down list. 2. Tap Activity Log to open the ActLog tab. 3. Tap the New button to ope[...]

  • Page 27

    Adding a SmartPad Note 1. From the Contact View tab, tap Contact View and then select SmartPad from the drop-down list of modules to display the SmartPad tab. 2. Tap the New button to display the Details tab. Enter the SmartPad note and then tap the Done button to save the additions. SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Rev[...]

  • Page 28

    Deleting a SmartPad Note 1. From the Contact View tab, tap Contact View and then select SmartPad from the drop-down list of modules to display the SmartPad tab. 2. Tap the SmartPad note for deletion to open the Details tab. 3. Tap the Delete button to open the Delete Record dialog box. 4. Tap the OK button to delete the selected record from the pal[...]

  • Page 29

    SmartOffice® v3.5 – SmartOffice Mobile for Palm User Guide Revised: 11-16-04 Page 25[...]