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This document is a quick guide to using
some of the exciting features of Pocket On-Schedule v6.2
for the Pocket
PC. The following modules: Calendar, Contacts, Tasks,
Journal, Phone Log, Notes, and Info Center are now
included in the expanded version of Pocket On-Schedule.
Note:
| Requirements: Windows
CE 3.0 or higher, Windows Mobile 5 & 6.
Pocket PC/Pocket PC 2002, Pocket PC 2003. 4MB of Storage Memory.
6MB of Application Memory |
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Fast,
Efficient, and Versatile
Many different ways of invoking a command:
main menu options, toolbar icons, tap & hold.
View Sensitive Menus
and Icons
Pocket On-Schedule has command bar icons.
This means that you are able to switch between folders
with a tap of the stylus. The main command bar is to
the right of the menu. The view command bar is the one below.
Context Menu Support Tap and hold the stylus on the screen to access this
menu in any Pocket On Schedule view. This is the equivalent
of the right mouse click on the desktop PC.
Global Search
Tap on Edit > Find. A dialog box will appear allowing
you to search on all the fields including the Notes field.
Notes
Notes can be added to any record using inking and multiple
styles. Several unique features are also included such as Auto-Correct
and Insert Date Time stamp.
Categories
Multiple categories can be added to any record. Categories
can be filtered on and are fully compatible with Microsoft Outlook. 
Contact
History
Actions such as dialing, e-mailing, faxing, writing letters,
and scheduling appointments will be automatically linked to the contact
record. Ad hoc links can also be created for a contact, task, or activity.
Contact history is an important feature that assists in keeping track
of all historical activities for a contact. For example, you will be
able to see notes of your previous phone calls, upcoming meetings,
and copies of correspondence to the contact, etc. During phone calls,
you can also use the schedule tab, to view your schedule for any day,
and to create new activities from the Call dialog box.
Bi-directional
Synchronization
Full bi-directional synchronization (with conflict resolution)
of multiple contacts, calendars, task lists, journal, notes and phone
log with Desktop On-Schedule. Also directly synchronizes multiple contacts,
calendars, task lists, journal, and notes with Microsoft Outlook on
the desktop PC.
Pocket On-Schedule comes with six list views: Contacts,
Activity List, Tasks List, Notes, Phone Log and Journal. These are
some of the common features to all list views.
Customizable
Layouts
Can create different layouts. Tap on View > Customize
View. The Customize dialog box will then be displayed allowing
you to customize Columns, Format, Filter, Sort and Style/Summary.
Customizing Columns will let you select the fields to
display and the order.
Customizing Format will let you specify the headers,
column width and the text justification. You are also able to
show headers and fields.
Filters will let you create filters to restrict
the view to selected criteria
Sort will let you specify the fields to be sorted.
Style/Summary will let you specify the style, font
type and it let ’s you specify row and background colors.
Adv will let you enable Auto Preview and it also
shows you a total Count Summary
Sorting
(Ascending and Descending)
To sort on any field, tap on the column
header  .
To sort the column in the reverse order  , tap on the
column header again. Once a field has been sorted,
it will be saved.
Progressive
Search
Works on the field that is currently sorted. This
is the fastest way to find contacts, tasks, or activities. Start
typing the first few letters of the text that you are looking
for, and an edit box will pop up on the upper right corner of
the screen. For example, to search for a contact whose last name
is "Smith", start typing "smi" and the desired
contact record will eventually be highlighted. After the "s" is
typed, the program will take you to the first record whose last
name begins with "s". After "sm" is typed,
the first record with the last name beginning with "sm" is
highlighted, and so on.
Filters
Tap on the View > Select Filter from the menu
bar. The Select Filter dialog box will then be displayed. To create
a filter that will list only the contacts located in San Diego,
tap on the New button to add a new filter. Type in a name for
your filter (e.g. Contacts in San Diego). Select Work City from
the Available Fields, the equal sign (=) as the Operator, and
San Diego as the Value. Tap on the OK button twice and the Contacts
list view will only display the contacts that are located in San
Diego. To clear the filter, tap on the Filter button on the view
command bar, or tap on View, Filter, then select All as the Current
Filter.
To access the calendar view, tap on the
Calendar icon  from
the toolbar, or tap on the Open Folder icon and then
select Calendar. Pocket On-Schedule has
view-sensitive command bar icons which change according
to the view. Thus, the Calendar view will have a different
set of command bar icons than the other views.
To show the detail on any appointment or activity, tap
on the appointment or activity to expand the item. This
will allow you to edit and/or see the details including
the date, time, description, and notes.
To create an appointment for a contact, start from the
Contacts view. Tap on the Schedule Item icon  , or tap
on Contact, Link/Schedule Item. You will then have the
option to schedule an activity, task, call back, birthday,
or anniversary. You can also link an existing activity
by choosing Link Contact from the Activity menu.
Multiple
Calendars
You can now create multiple calendars and
successfully synchronize them, whether there personal
or shared Calendars.
Calendar Month View
Calendar Month view with Zoom In
Calendar Day View
Calendar Week View
Calendar Agenda View
When an Activity is selected, the following dialog will be
displayed to allow for the editing of the calendar activity.
Activity Editor Dialog Box
Contacts
Each contact record has 7 information tabs; Work
tab, Home tab, Phones tab, E-mail tab, Notes tab, Journal tab
and Status tab.
Contacts Detail View
1. Work Tab – Includes fields pertaining
to the work information for the contact. 
2. Home Tab – Includes fields pertaining
to the personal information for the contact.
3. Phones Tab – Includes fields for 8
different phone numbers for the contact.
4. E-mail Tab – Includes fields for 4
e-mail addresses and 1 URL.
5. Notes Tab – Includes a box for the
entry of free form notes.
6. Journal- Includes a box for Journal entries
and the ability to link them to specific contacts.
7.
Status Tab – Includes administrative information on
the contact record.
Contacts - Linking
Options
You will be able to link and schedule different types of
activities to a contact record. These links will appear
in the Journal automatically for future reference.
Contacts - Action Options
You will be able to perform certain actions in reference
to a contact record. For example, you will be able
to check the weather at a client location or get driving
directions, or send an e-mail to the client. Actions
such as e-mail and writing letters will be automatically
recorded in the Journal.
Contacts- Driving Directions Screen
Contacts view with customizable layouts
Tasks
In the Tasks view, you will be able to create new tasks,
edit tasks, delete tasks, change the status of tasks, type in notes for
a task, link tasks to a contact, link ad-hoc items to a task, and show
the links to a task. These functions are similar to those for the Contacts
view and can be accessed by tapping on the Task menu.
To access the task list view, tap on the Tasks icon  from
the toolbar, or tap on open folder icon then select Tasks.
Tasks
Detail View
In the Tasks view as in the Contacts view, you will be able
to
- customize layouts, styles and formats
- create filters
- sort ascending and descending on columns
Tasks - Select Columns
For each task, you will also be able to
- set the priority
- specify Start and Due dates
- specify the Status and Sub Status
- attach a project
- specify the percent complete
- create a reminder
- type in Notes
- specify the number of hours
- specify the owner of the task
- specify the severity
- attach a Sub Project
- attach a Sub Type
- attach a category
Tasks - Main Editor
Tasks - Details Editor
Tasks - Details Editor
Journal The Journal view keeps track of activities and actions.
These actions can be linked to a contact. To access the Journal view,
tap on the Journal icon from the toolbar, or tap on the open folder icon
and then select Journal.
 Journal Entry Editor
Journal Notes Editor
Phone
Log
In the Phone Log view, you will be able to create new phone
calls, edit phone call logs, delete phone calls. To access the task list
view, tap on the Phone log icon from the toolbar, or tap on the open folder
icon and then select Phone Log. Pocket On-Schedule has view-sensitive
icons that change according to the current view. Therefore, the Phone
Log view will have a different set of Command Bar icons than the other
views.
In the Phone Log view as in the Contacts view, you will
be able to
- customize layouts, styles and formats
- create filters
- create links
- sort ascending and descending on columns
Phone Log Main View
Phone Log Details View
Notes
In the Notes view, you will be able to create new free form
notes. To access the Notes view, tap on the Notes icon from the toolbar,
or tap on the open folder icon and then select Notes.
Notes-
Main View
You can create and group Notes according to topic or category.
For example, you can create a group of notes pertaining to driving locations
to different destinations. 
Notes-
Detail View
Notes-
Editor
Information
Center In the Info Center view, you will be able to organize your
documents. To access the Info Center view, tap on the Info Center icon
from the toolbar, or tap on the open folder icon and then select Info
Center. Pocket On-Schedule has view-sensitive icons that change according
to the current view. Therefore, the Info Center view will have a different
set of Command Bar icons than the other views.
You can create and group Notes according to topic or category.
For example, you can create a group of notes pertaining to driving locations
to different destinations.
Info Center- Main View 
Info Center- Details
Dialing
Features Pocket On-Schedule helps you keep track of important phone
calls and offers customizable dialer.
List of Speed Dial Numbers
Setting up Speed Dial
To dial a preset number, simply tap on the
appropriate button.
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