POCKET INFORMANT 8

WEB INFORMATION SOLUTIONS, INC

Pocket Informant 8

2 of 89

Table of Contents
BEFORE GETTING STARTED................................................................................................................... 6
TERMINOLOGY.............................................................................................................................................. 6
GETTING STARTED.................................................................................................................................... 6
INSTALLING POCKET INFORMANT................................................................................................................. 6
Installing via Desktop Synching.............................................................................................................. 6
Installing Over-the-Air............................................................................................................................ 7
LAUNCHING POCKET INFORMANT................................................................................................................. 7
REGISTERING POCKET INFORMANT............................................................................................................... 7
REMOVING POCKET INFORMANT.................................................................................................................. 7
Windows Mobile Pocket PC.................................................................................................................... 8
Windows Mobile Smartphone.................................................................................................................. 8
GETTING FAMILIAR WITH POCKET INFORMANT ...................................................................... 8
WHATS NEW OR IMPROVED IN POCKET INFORMANT 8............................................................................ 8
INTRODUCTION..............................................................................................................................................8
ROLES /VIEWS/ FEATURES AND SETTINGS.................................................................................................... 9
Roles........................................................................................................................................................ 9
Features................................................................................................................................................. 10
Default PIM........................................................................................................................................... 10
Views......................................................................................................................................................11
POCKET INFORMANT TODAY PLUGIN...................................................................................................... 12
USER INTERFACE......................................................................................................................................... 12
MENUS........................................................................................................................................................ 13
CONTEXTUAL MENUS................................................................................................................................. 14
MULTIPLE SELECTIONS............................................................................................................................... 14
DRAG AND DROP......................................................................................................................................... 14
PROPERTY ICONS......................................................................................................................................... 14
DATE PICKER.............................................................................................................................................. 15
How to use the Date Picker................................................................................................................... 15
TIME BAR....................................................................................................................................................15
BASIC FEATURES ...................................................................................................................................... 17
USING CATEGORIES TO SPICE UP YOUR LIFE............................................................................................... 17
Category List......................................................................................................................................... 17
CONTACT PICKER AND EXCHANGE GAL ................................................................................................... 19
SHARED NEW BUTTON................................................................................................................................ 20
TOOLBARS (POCKET PC ONLY)................................................................................................................... 21
PREVIEW WINDOW ON POCKET PC ............................................................................................................. 22
SUMMARY WINDOW....................................................................................................................................22
THE VIEWS..................................................................................................................................................24
EVENTS....................................................................................................................................................... 24
CALENDAR (CAV)...................................................................................................................................... 25
Creating and Editing Appointments...................................................................................................... 25
Agenda View (AV)..................................................................................................................................27
Day View (DV)...................................................................................................................................... 27
Week View (WV).................................................................................................................................... 28
Month View (MV).................................................................................................................................. 30
Timeline View (TLV).............................................................................................................................. 33
Calendar View Basics............................................................................................................................35
CONTACTS VIEW (CV)................................................................................................................................ 38
The Contact List .................................................................................................................................... 38
Viewing a Contacts Details.................................................................................................................. 39
SIM, Windows LIVE, and other Contact Types..................................................................................... 39