cePIMS Help

Contacts
Calendar
Task


Contacts Contacts
Add a contact and other functions
Configure a contact
Change the contact options
Synchronize contacts

Calendar Calendar
Add an appointment
Change an appointment
Add a memo
Configure an appointment
Change the calendar options
Synchronize appointments

Task Task
Add or update a task
Add a memo
Configure a task
Change the task options
Synchronize tasks
Contacts

The Contacts is the information storage of the electronic mail address book, in which recipient names and company addresses are included. Using the Contacts folder, electronic mail address, home address, several phone numbers, birthday, anniversary, and many other contact information (contacts: home address, email address, phone numbers for both co-workers and non co-workers can be entered.) can be stored.

Contacts in the device can be synchronized with MS Outlook 2000 in PC.

Related Topics
Add a contact and other functions
Synchronize contacts



Add a contact and other functions

Make a new contact
Update a contact
Copy a contact card
Find a contact
Get detailed properties about a contact
Create a message from a contact


Make a new contact
  1. Select ¡°New Contact¡± in File menu.
  2. Enter the name on the new contact window.
  3. Fill out the appropriate contact information.
  4. Click on the Company button to enter the information.
  5. Click on the Private button to enter the information.
  6. To input more than two phone numbers or email addresses, change the field to ¡°Phone number2¡±, and ¡°Email2¡±, then enter the additional information.

Related Topics
Update a contact



Update a contact
  1. To edit any information in a contact, double-click a contact in the contact list, or click Edit in the menu after selecting a contact.
  2. Edit any information on a contact card.
  3. Save it.

Related Topics
Make a new contact


Copy a contact card
  1. Select a contact in the contacts list.
  2. Click Copy in the Edit menu.
  3. Click Paste in the Edit menu.
Related Topics
Make a new contact

Find a contact

  1. Click Find in the Tool menu.
  2. Enter the contact¡¯s name, phone number or any other data  in the search field.
  3. Click Find now.


Get detailed properties about a contact
  1. Open a contact.
  2. Select either Company or Private buttons, depending on your need.
Related Topics
Sort a list of contacts


Create a message from a contact

Mail server connection and Inbox settings must be configured upon sending a message from a contact. Refer to the Inbox help for more details.

  1. Select one or more contacts to receive a message.
  2. Select Send E-Mail in the Tools menu.
  3. Compose a new message in the Inbox.
  4. Click Send in the File menu.


Configure a contact

Sort a list of contacts
Change the column order
Customize categories
Group contacts by category

Sort a list of contacts

Select the label of a column heading to sort by.
A pointer next to the label of a column heading indicates the ascending or descending order.  To change the order, click the label of a column heading again.


Change the column order
  1. Select Customize Columns in the Tools menu.
  2. To add a column, select a column to be added in Available fields list, then click ¡°-->¡±.
  3. To remove a column, select a column to be removed in Show the following fields list, then click ¡°<--¡°. At least one column needs to be displayed in the contact list.
  4. To display the columns in different order, select a column and click Move up or Move down.
  5. To restore a default column setting, select Default Columns.

Tip To resize the column width, drag the border that is between columns.

Related Topics
Sort a list of contacts

Customize categories

  1. Open a contact and click Private button, then Category button.  Choose necessary categories from the category list.
  2. To add a category, select a category from the list, and click Save.
  3. To remove a category, deselect a category from the list, and click Save.
  4. In case a desired category is not in the list, Category not listed is indicated, if selected, Append button is activated so that new categories can be added to the list.
  5. To edit the category list, use Edit button to add/remove the current categories.
Related Topics
Edit categories

Group contacts by category

  1. Select Categories menu, if the filter has been ever used before, the current selected categories are displayed.
  2. Select the categories to be displayed.
  3. To display all contacts again, go to Categories menu and select All categories.

Reference If there is no contact that added categories, categories will not be shown in the list. Open a contact and click Private button, then Category button.  Choose necessary categories from the category list.


Change the contact options
  1. Select Options in Tools menu.
  2. To change the default country that is already set by default when making a new contact, select a default country from the country setting combo menu.
  3. To change the size of text showing items, select a font size in the font size combo menu.


Synchronize contacts

Contacts stored in the device can be synchronized with MS Outlook 2000 in PC.  Contacts Sync Service is automatically completed through Windows CE Services.

If a new item is added on one system, it is automatically copied to the other system through synchronization.  When synchronized, memos stored in the device are added up to the MS Outlook data.

Calendar

TecAce cePIMS Calendar is the scheduling component of cePIMS, and fully integrated with contacts, and many other features. You can view a day, week, or month at once. With TecAce cePIMS Calendar you can perform the following: Just like a paper-based organizer, user can click on the desirable time slot in the cePIMS Calendar and start typing. Also a sound or message reminder option is included for appointments, meetings, and events.

Calendar items in the device can be synchronized with MS Outlook 2000 in PC. 

Related Topics
Add an appointment
Synchronize appointments



Add an appointment

Change a date
Make an appointment
Add or remove an all-day event
Set a reminder
Find an appointment

Change a date Related Topics
Make an appointment


Make an appointment
  1. Click New Appointment in File menu.
  2. Type the description in the subject box.
  3. Type the location in the location box.
  4. Set the start time and the end time.
  5. Select your own options.
  6. To make a recurring appointment, click the recurrence combo menu, and select the recurrence frequency edit.
  7. Select the frequency (daily, weekly, monthly, yearly).
  8. Click ¡°OK¡±.
  9. Click ¡°Save¡±.
Related Topics
Customize categories
Edit the recurrence pattern


Add or remove an all-day event
  1. Click the New All Day Event in File menu.
  2. Type the information on the appointment card.

Related Topics
Make an appointment
Edit an appointment



Set a reminder
  1. Open an appointment or a recurring appointment.
  2. To set or remove an automatic reminder, select or clear the default reminder check box.
  3. Click the reminder button to set the reminder time and sound.
  4. To change the reminder option setting, select Reminder option.
Related Topics
Edit an appointment


Find an appointment

  1. Click Find in Tools menu.
  2. Enter the name, phone number or any other data in the search field.  If a certain search query has been used before, select a query from the list.
  3. Select Appointments (all) or Appointments (recurring only) in Type menu.
  4. Click Find now.

Reference It is not possible to search appointments with a time.



Change an appointment

Edit an appointment
Edit a recurrence pattern


Edit an appointment

1.      Open an appointment or event to be changed.

2.      Do one of the following:

  A.  To change options for an item that is not part of a series

3.      Change the subject, location, time, and any other options on the appointment tab

4.     Click on Save and close.

  B.  To change options for all items of a series

5.      Open the series, and change the subject, location, time, and any other options on the appointment tab

6.      To change recurrence options, change the recurrence options, such as time, recurrence pattern, or range and then click OK

7.     Click on Save.

  C.  To change options for one item that is part of a series

8.      Open this item only.

9.      After changing the subject, location, time, and any other options on the appointment tab, Click on Save and close.

Reference



Edit the recurrence pattern

1.       Double-click an appointment, or click Edit Item in the Edit menu

2.       Select a pattern from the list, or click <Edit recurrence pattern> to open an edit recurrence pattern window.  Then make a new recurrence pattern.



Add a memo

  1. Select the memo area in the appointment card.
  2. Only the text can be entered in this area.


Configure an appointment

Change the view options
Change the column order
Customize categories
Group calendar items by category


Change the view options



Change the column order
  1. Select Agenda in View menu.
  2. Select Customize Columns in the Tools menu.
  3. To add a column, select a column to be added in Available fields list, then click Add.
  4. To remove a column, select a column to be removed in Show the following fields list, then click Remove. At least one column needs to be displayed in the contact list.
  5. To display the columns in different order, select a column and click Move up or Move down.
  6. To restore a default column setting, select Default Columns.


Customize categories

  1. Click the category button, and choose necessary categories from the category list.
  2. To add a category, select a category from the list, and click Save.
  3. To remove a category, deselect a category from the list, and click Save.
  4. In case a desired category is not in the list, Category not listed is indicated, if selected, Append button is activated so that new categories can be added to the list.
  5. To edit the category list, use Edit button to add/remove the current categories.
Related Topics
Edit categories

Group calendar items by category

  1. Select Filter categories in Tools menu. If the filter has been ever used before, the current selected categories are displayed.
  2. Select the categories to be displayed.
  3. To display all appointments, click OK without selecting any categories.

Reference If there is no appointment that added categories, Filter on categories in Tools menu is not activated. Double-click an appointment, or select Edit in Edit menu, and click Category button.  Choose necessary categories from the category list.



Change the calendar options

  1. Select Options in Tools menu.
  2. Select or deselect a reminder check box.
  3. If a reminder check box is selected, click the reminder button to set the reminder time and sound.
  4. To change the size of text showing items, select a font size in the font size combo menu.


Synchronize appointments

Calendar items stored in the device can be synchronized with MS Outlook 2000 in PC.  Appointments Sync Service is automatically completed through Windows CE Services.

If a new item is added on one system, it is automatically copied to the other system through synchronization.  When synchronized, memos stored in the device are added up to the MS Outlook data.

Task

A task is a personal or work-related errand you want to track through completion. A task can occur once or repeatedly. A recurring task can repeat at regular intervals or repeat based on the date you mark the task complete. For example, you might want to send a status report to your manager on the last Friday of every month, and get a haircut when one month has passed since your last haircut.

Tasks in the device can be synchronized with MS Outlook 2000 in PC.

Related Topics
Add or update a task
Syncrhonize tasks


Add or update a task

Make a task
Update a task
Mark complete
Delete all completed tasks
Find a task


Make a task
  1. To add a new task, select New task in File menu.
  2. Type a task title (Task: a personal or work-related errand you want to track through completion) in the subject field.
  3. Type the appropriate information about a task in the box located in New Task window and Details tab.
  4. To make a recurring task, click on the recurrence, and select a repeating period from (daily, weekly, monthly, or yearly).
Related Topics
Edit the recurrence pattern
Set or remove a reminder


Update a task
  1. Double-click a task item in the task list.
  2. To change a task to a recurring task, click the edit recurrence pattern in the recurrence combo menu. Click the frequency (Daily, Weekly, Monthly, Yearly) at which you want the task to recur.
  3. To stop the recurrence for a specific task, click the edit recurrence pattern in the recurrence combo menu. Click Remove recurrence.
  4. If you want to sort tasks (Task: a personal or work-related errand you want to track through completion) in priority order, you first need to specify a priority level for each one. By default, tasks have a Normal priority level; however, you can change this level to Low or High.
  5. Click OK.
Related Topics
Mark complete
Edit the recurrence pattern
Set or remove a reminder


Set or remove a reminder
  1. Open a task you want to add or remove a reminder.
  2. Select or clear the reminder check box. There¡¯s an option to enter specific date and time before the task that you want the reminder to appear.
  3. If you set a reminder but don't set a reminder time, the default reminder time is used. To set a default reminder, click Options on the Tools menu, and enter the amount of time in the reminder time box.
Related Topics
Update a task


Edit the recurrence pattern

1.       Double-click a task, or click Edit in the Edit menu

2.       Select a pattern from the list, or click <Edit recurrence pattern> to open an edit recurrence pattern window.  Then make a new recurrence pattern.



Mark complete Related Topics
Delete all completed tasks

Delete all completed tasks Related Topics
Mark complete


Find a task

  1. Click Find in Tools menu.
  2. Enter the name, phone number or any other data in the search field.  If a certain search query has been used before, select a query from the list.
  3. Select Tasks (all) or Tasks (recurring only) in menu.
  4. Click Find now.

    ¡¡


Add a memo

  1. Select the memo area in the task card.
  2. Select View and type the memo content. (Only the text can be entered in this area)

    ¡¡


Configure a task

Sort a list of tasks
Change the column order
Customize categories
Group tasks by category

Sort a list of tasks

Change the column order
  1. Select Customize Columns in the Tools menu.
  2. To add a column, select a column to be added in Available fields list, then click Add.
  3. To remove a column, select a column to be removed in Show the following fields list, then click Remove. At least one column needs to be displayed in the contact list.
  4. To display the columns in different order, select a column and click Move up or Move down.
  5. To restore a default column setting, select Default Columns.

Related Topics
Sort a list of tasks



Customize categories

  1. Click the category button, and choose necessary categories from the category list.
  2. To add a category, select a category from the list, and click Save.
  3. To remove a category, deselect a category from the list, and click Save.
  4. In case a desired category is not in the list, Category not listed is indicated, if selected, Append button is activated so that new categories can be added to the list.
  5. To edit the category list, use Edit button to add/remove the current categories.
Related Topics
Edit categories

Group tasks by category

  1. Select Filter categories in Tools menu. If the filter has been ever used before, the current selected categories are displayed.
  2. Select the categories to be displayed.
  3. To display all appointments, click OK without selecting any categories.

Reference If there is no task that added categories, Filter on categories in Tools menu is not activated. Double-click a task, or select Edit in Edit menu, and click Category button.  Choose necessary categories from the category list.

Related Topics
Customize categories


Change the task options
  1. Select Options in Tools menu.
  2. By specifying a default priority level, all new tasks will have this default priority level.
  3. Select or deselect a reminder check box.
  4. If a reminder check box is selected, click the reminder button to set the reminder time and sound.
  5. To change the size of text showing items, select a font size in the font size combo menu.

Related Topics
Make a task


Synchronize tasks

Tasks stored in the device can be synchronized with MS Outlook 2000 in PC.  Task Sync Service is automatically completed through Windows CE Services.

If a new item is added on one system, it is automatically copied to the other system through synchronization.  When synchronized, memos stored in the device are added up to the MS Outlook data.

Edit categories

  1. Select Category list in Edit menu.
  2. To add a category, select Type a new category to add.
  3. To remove a category, select a category to be removed, and click Remove. A task with a deleted category still belongs to that deleted category.

Reference New categories made in Task application can be also used in Calendar and Contacts.