Pocket Informant 8

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Call logs ................................................................................................................................................ 40

Creating a New Contact........................................................................................................................ 40
Editing Contacts ....................................................................................................................................40
The Edit Contacts Window.................................................................................................................... 41
Dialing .................................................................................................................................................. 42
Customize Ringtones............................................................................................................................. 43
Business Card/This is Me...................................................................................................................... 43
Contact Pictures.................................................................................................................................... 44
JOURNAL VIEW........................................................................................................................................... 45
Dated View ............................................................................................................................................ 45
Parent View ........................................................................................................................................... 45
Create a Journal Entry Associated with an Item.................................................................................. 45
Viewing Journal entries associated with an item.................................................................................. 45
Creating a Journal Entry not associated with an item..........................................................................45
Incoming Phone Journals......................................................................................................................46
Adding new Types of Journal Entries....................................................................................................46
TASKS VIEW (TV)....................................................................................................................................... 47
Creating Tasks ....................................................................................................................................... 47
Editing Tasks ........................................................................................................................................ 48
Franklin Covey Plan Plus for Outlook 5.0+......................................................................................... 48
Regenerating Tasks................................................................................................................................50
Priority Management ............................................................................................................................ 50
Hierarchical Tasks (HT)........................................................................................................................ 51
Direct Property Editing......................................................................................................................... 52
Task Alarms and Sync Monitor..............................................................................................................53
Group By................................................................................................................................................53
Tasks View Modes Menu........................................................................................................................53
SEARCH VIEW (SV).................................................................................................................................... 55
Wildcards............................................................................................................................................... 55
MultiSelect ............................................................................................................................................ 55
Search View Modes Menu (Search Parameters)................................................................................... 55
NOTES VIEW (NV)...................................................................................................................................... 57
Editing Notes......................................................................................................................................... 57
Default Notes Folder............................................................................................................................. 57
Hiding Folders...................................................................................................................................... 57
Naming of Notes.................................................................................................................................... 58
Sorting Notes......................................................................................................................................... 58
Voice Notes............................................................................................................................................ 58
Voice Note Alarms................................................................................................................................. 58
PhatNotes (PhatWare Corp.) Integration....................................................................................58
PhatPad (PhatWare Corp.) Integration....................................................................................... 58
Drag and Drop Moving/Conversion..................................................................................................... 59
Notes View Modes Menu....................................................................................................................... 59
MY VIEWS....................................................................................................................................................60
WHAT ARE MY VIEWS? .............................................................................................................................. 60
CREATING A MY VIEW................................................................................................................................ 60
CHANGING BETWEEN MY VIEWS................................................................................................................ 60
MY VIEW SHORTCUTS................................................................................................................................. 60
MY VIEW TIMERS....................................................................................................................................... 61
MY VIEW MANAGER................................................................................................................................... 61
CUSTOMIZATION...................................................................................................................................... 62
COLORS....................................................................................................................................................... 62
WEEKLY PLANNING ................................................................................................................................ 63
DAILY NOTES.............................................................................................................................................. 63
GOALS........................................................................................................................................................ 63

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COMPASS/ROLES......................................................................................................................................... 63
LINKS ............................................................................................................................................................65
INLINE CONTACT NAME/NUMBER LINKS.................................................................................................... 65
LINKING WINDOW (POCKET PC ONLY)....................................................................................................... 65
Concept ................................................................................................................................................. 65
Linking Behavior................................................................................................................................... 66
Opening Linked Items............................................................................................................................66
Creating Links....................................................................................................................................... 66
SMART MACROS ....................................................................................................................................... 67
TIMER MACROS.......................................................................................................................................... 68
EDITING MYTEXT....................................................................................................................................... 68
CONTACT SMART MACRO........................................................................................................................... 68
TEMPLATES................................................................................................................................................ 69
CREATING TEMPLATES................................................................................................................................ 69
USING SMART MACROS WITH TEMPLATES: ACTIVE TEMPLATES................................................................69
APPLYING TEMPLATES IN THE EDITORS...................................................................................................... 70
APPLYING TEMPLATES DIRECTLY IN THE VIEWS......................................................................................... 70
THE TEMPLATE EDITOR.............................................................................................................................. 71
Editing Templates.................................................................................................................................. 71
Renaming Templates..............................................................................................................................71
Deleting Templates................................................................................................................................ 71
BIRTHDAYS/ANNIVERSARIES............................................................................................................... 71
CONTACT BASED......................................................................................................................................... 71
CALENDAR EVENT BASED.......................................................................................................................... 72
ANNIVERSARY/BIRTHDAY/HOLIDAY CATEGORY NAMES............................................................................. 72
THE HUMAN DAY...................................................................................................................................... 72
CUSTOM ICONS......................................................................................................................................... 73
KNOWN ISSUES/COMPATIBILITY/LIMITATIONS............................................................................73
INFORMING ATTENDEES OF MEETING CHANGES.......................................................................................... 73
INTELLISYNC ON WINDOWS MOBILE 2003................................................................................................. 73
USING LOCATION EDITOR........................................................................................................................... 74
RESOLVING DUPLICATE BIRTHDAYS/ANNIVERSARIES................................................................................ 74
USING CONTACT PICTURES WITH OUTLOOK 2003...................................................................................... 74
POCKET INFORMANT FEATURES NOT SUPPORTED IN OUTLOOK............................................................... 74
Regenerating Tasks................................................................................................................................74
Hierarchical Tasks ................................................................................................................................ 74
Task Priorities....................................................................................................................................... 74
Marking an Appointment Complete...................................................................................................... 75
Notes Categorization and Alarms......................................................................................................... 75
Synchronizing Journal Items ................................................................................................................. 75
HOW DO I..................................................................................................................................................... 75
CHANGE THE COLOR SCHEMES....................................................................................................................75
SHOW A PREVIEW OF THE CURRENTLY SELECTED ITEM............................................................................... 75
ASSIGN POCKET INFORMANT TO SHORTCUT BUTTONS............................................................................ 75
QUICK CALENDAR BUTTON........................................................................................................................ 76
HOW TO BACKUP YOUR DATA AND SETTINGS............................................................................................. 76
TROUBLESHOOTING ............................................................................................................................... 76
ALL MY APPOINTMENTS ARE GONE..............................................................................................................76
I CANT LINK NOTES TO MY APPOINTMENT..................................................................................................76
UPGRADING FROM POCKET INFORMANT 2007 LOST MY CATEGORY GROUPS............................................. 76