Training Materials for Wireless Blackberry Sync Users

8/8/2019 Training Materials for Wireless Blackberry Sync Users

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Training Materials for

Office AcceleratorWireless BlackBerry Sync Users

Provide By:

Baseline Data Systems, Inc.3655 Torrance Blvd.., Suite 255Torrance, CA 90503Business (310) 214-8528www.oawireless.com


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Table of Contents

Accessing the Online User Guide.............................................................3

Adding a New Contact...............................................................................3................................................................................................................................................................................................................................................

Creating a New Folder................................................................................7

Moving From One Folder to Another........................................................8

Turning Off a Folder...................................................................................8

The Personal Dashboard...........................................................................9Printing a Contact....10

Adding to Folders....12Adding to a Mailing List..14Editing Your Data Sheet.15Sending Emails to a Group....17Pasting an Address to Another Application.19

Using the Smart Drop to Send a List of Addresses to a Documentor an Email................................................................................................21

Getting Driving Directions to a Contact.................................................22

CIT Bar.......................................................................................................23Searching Accelerator Using Highlighted Text...24Getting Data from Accelerator Using the (CIT) .25

Sending Highlighted Text to a New Accelerator Contact (CIT) ...28

Copyright 2001- BDS Educational Group All Rights Reserved. 2


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Using OAMobile........................................................................................29

Accessing the Online User Guide

1. Go the help menu in the Office Accelerator Phone Book Screen and selectOnline User Guide:

Adding a New Contact

Adding a new contact to the Accelerator application is done using the Accelerator New

Contact Wizard. Using the Accelerator New Contact Wizard is the default method for

entering data into the Accelerator application, however, the wizard can be disabled via

the Accelerator |Preferences| menu by selecting the |Contact Wizard| option. The



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If No Matching Information is Found, you may select to:

Let Me Add a New Contact Let Me Try Again (or Cancel)

3. You may select the to add the contact to your personal My Phone folder and/or

sub folders as shown below. Click the |Next| button to continue.



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4. Select any additional folders and/or categories you would like this contact

associated with (as shown below), click the |Done| button to continue.

5. Finally, from the Edit Screen (shown below) you may enter any remaining data

into the appropriate fields, click the |Save| button when you are done.



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Creating a New Folder

Accelerator provides the ability to create folders to help better organize contacts. You

may create an unlimited number of folders in Accelerator. To create a new folder, do

the following:

From the menu list, select |Folders|New Folder|. Enter the location for the new

folder, and the name of the folder you would like to create.



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2. Click the |Create Folder| button to continue. In the example below a folder called

My New Folderwas created in the My Phone Book list.

You can drag and drop contacts from the current search result to a folder in Accelerator.

Just hold your left mouse button down on a contact in the current search result and drag

the contacts to a folder. You can drag multiple contacts by placing a check in the box

next to the contacts you would like to drag and drop. In addition you can select all

contacts in the current search result by using the |Check All Contacts Button| located

above the current search result tab (see screen shot below).



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Moving (Not Copying) from One Folder to AnotherUse the Shift key if you want to move the contacts from one folder to another. Withoutthe shift key you are just making a copy in the target folder.

Turning Off a FolderClick the question mark underneath the folders tab and the deselect the folders you donot want on the screen.



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The Personal Dashboard

The Personal Dashboard Button bar provides quick access to a number of commonly

used features within the Accelerator application.

The following topics are available from this section:

Print Add to Folders Add to Mailing List Edit My Data Sheet Send Emails Paste Address to

http://216.239.133.8/guide/main_menu/contact_menu/print_contact/index.htmlhttp://216.239.133.8/guide/personal_dashboard_button_bar/add_to_folders/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/add_to_mailing_list/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/edit_my_data_sheet/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/send_emails/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/paste_address_to/index.htmhttp://216.239.133.8/guide/main_menu/contact_menu/print_contact/index.htmlhttp://216.239.133.8/guide/personal_dashboard_button_bar/add_to_folders/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/add_to_mailing_list/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/edit_my_data_sheet/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/send_emails/index.htmhttp://216.239.133.8/guide/personal_dashboard_button_bar/paste_address_to/index.htm


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Printing a Contact

Printing the selected contact will print the contact highlighted in the current search result

screen. To use this function, do the following:

1. Highlight a contact in the current search result.

Current Search Result

2. From the file menu select |Print Wizard|Selected Contact|. The following screen

will appear:

3. Select the category type from the category drop down menu (categories are

paper types such as Day Runner, FiloFax, Day-Timer etc.).

4. Select the paper format you would like to use for your printout



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5. Click the |NEXT| button. The following screen will appear:

6. Select the appropriate printing options. Click the |NEXT| to continue.



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2. From the Personal Dashboard Button Bar click the |Add To Folders| button, the |

Add to Folders| dialogue box will appear (shown below)



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3. From the |Add to Folders| dialogue box, select the folders and/or lists you would

like to associate the contact with. Upon making your selections, click the |Save|

button to save your changes.

Adding to a Mailing List

A Mailing List consists of a group of contacts that are likely to receive correspondencefrom you on a regular basis. The |Add To Mailing List| option is used to create and add

contacts to such a mailing list as shown below:

1. If this is the first time you have used the |Add to Mailing List| button, upon clicking

the |Add To Mailing List| button you will be asked to designate a mailing list folder

(shown below):

Click |Yes| to designate a new mailing list folder.



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2. Upon designating a mailing list, click the |Save| button to save your new setting

3. The next time you use the |Add To Mailing List| option, only those folders whichyou designated as Mailing Lists will appear.

4. Place a check on the folder you would like to add the highlighted contact to.

Editing Your Data Sheet

The Data Sheet feature is used to store personal data about a given contact within the

Accelerator application. A single contact may contain multiple data sheets created by

individual Accelerator users, however, this information is private to each Accelerator



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user unless the contact in question is proxy to other Accelerator users on the network.

To create a data sheet for a highlighted contact, do the following:

1. Search the Accelerator application for a contact.

From the Personal Dashboard button bar, select the |Edit My Data Sheet| button, the

following screen will appear:



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3. Use the Data Sheet to add relevant information about a contact, click the |Save|

button one you have completed the data sheet.

4. If you are proxy to other users, and those users have added data sheet

information to a given contact, such information will be displayed in the |AvailableUser Data Sheets| section within the |Personal Dashboard| (shown below).

Sending Emails to a Group

The |Send Email| button is used to send email to a selected contact or group of contacts

in the current search result. To send email, do the following:

1. First search for some contact. Below we have checked off 4 contacts in the

current search result.



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2. From the Personal Dashboard Button bar, click the |Send Emails| button.

3. From the send emails screen (shown above), select which contacts to send

emails to. In addition, you can choose which field to insert the email addresses

i.e. CC (Carbon Copy), or BCC (Blind Carbon Copy) etc.

By default, the |Send Emails| option will copy the email addresses to the windowsCopyright 2001- BDS Educational Group All Rights Reserved. 19


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clipboard. You can easily paste this string of addresses into any drag and drop enabled

application.

Although not a function of the Accelerator application, you can set your default email

client within the control panel using the |Internet Options| icon. Once opened, select the

|Programs| tab and email drop down list where you may specify which email client

Windows should use by default. Click the |OK| to save your changes.

Pasting an Address to Another Application

The |Paste Address to| button can be used to setup a copy and paste option for

Accelerator contact data you may need to copy to other applications. To use this

feature, do the following:

1. Search for some contacts within Accelerator.



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2. Highlight at least one contact and click the |Paste Address To| button from the

Personal Dashboard Button Bar, the following screen will appear:

3. From the Paste Address to dialogue box, select the options Accelerator should

copy from the highlighted contact and click |OK|.

4. The selected contents of the highlighted contact will be stored in the windows

clipboard where you may paste it to your preferred application.

You can use the |Shift| + |Insert| key command to paste data to your cursor within a

given application.



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Using the Smart Drop to Send a List of Addresses to aDocument or Email

The Smart Drop panel makes it simple to copy data from your phone book to almost any

application. Each of the icons on the Smart Drop panel can be used to copy userselected data by either a clicking or dragging action.

First 100 Contacts of the Search Result (Smart Drop)

Left click this Smart Drop button to copy the all user defined contact data in the current

search result to your windows clipboard where you can paste it to another application.

If you drag and drop and this button, only the data of the first 100 contacts will be

copied. You can customize what data Smart Drop should copy by click the question

mark on the Smart Drop bar and modifying the selected data settings.



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You can also drag the Smart Drop buttons to a desired application. When doing so, the

phone book will minimize revealing applications opened in the background.

Did you know that you can toggle through applications during a drag and drop

operation? Try this, open a few applications and drag the smart button to your task

bar. Hover the target over an application in the task bar and the application will move tothe front of the screen where you can release your mouse button and drop the data.

Getting Driving Directions to a Contact

Accelerator provides easy access to driving directions for contacts stored within

Accelerator. To use this feature, do the following:

Connect to the internet.

From the |Contacts| menu, select |Driving Directions To|. The following screen

will appear:

Select the address where you will be driving . Click |OK| to continue

Accelerator will utilize the Map Quest internet database to retrieve the appropriate

driving directions to the selected contact.

CIT Bar

The Contact Integration Technology Button Bar

The CIT button bar is one of the most powerful features of your Accelerator software. It

provides the ability to send contact information to virtually any application. In addition, itenables you to capture phone and address information and easily send it to Accelerator

parsing the data to the proper fields. The CIT button bar can also integrate directly to

the contact information screen of another Windows application. For example, contact

data within the Accelerator application can be sent to another Windows application

without retyping any data.



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Benefits of the Accelerator CIT

Easily send information to and from Accelerator

Access Accelerator information from many Windows applications

Integrate to many Windows applications

The CIT Software Development Kit Provides the ability to create Custom CIT

Applications. Custom CIT applications can be used to send Accelerator contact

data to almost any application type, such as the UPS, Fed-Ex and Airborne

internet shipping sites. For more information on custom CIT scripts, please

contact:

Baseline Data System, Inc

1-800-429-5325

The following topics are available from this section:

Searching Accelerator Using Highlighted Text

Getting Data From Accelerator

Sending Highlighted Text to a New Accelerator Contact

Searching Accelerator Using Highlighted Text (CIT)

To use this feature, it is advisable to first login to the Accelerator application.

This feature will search the Accelerator database on the highlighted text from any

windows based application. The tool bar button operates in the following manner:

Left Clicking will search the highlighted text by last name.

http://216.239.133.8/guide/cit/searching_using_highlighted_text/index.htmlhttp://216.239.133.8/guide/cit/get_data_from_accelerator/index.htmlhttp://216.239.133.8/guide/cit/send_highlighted_text_to_newcontact/index.htmlhttp://216.239.133.8/guide/cit/searching_using_highlighted_text/index.htmlhttp://216.239.133.8/guide/cit/get_data_from_accelerator/index.htmlhttp://216.239.133.8/guide/cit/send_highlighted_text_to_newcontact/index.html


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Holding Down the Right or Left Mouse Button will present a drop down menu

providing a user defined search on highlighted text.

The following example will search the Accelerator database by the highlighted

text in a Word document

In the below screen shot we have highlighted some text in a Microsoft Word

document.



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2. Next we have Right Clicked our mouse on the |Search on Highlighted Text|

button and selected the company option.

The Accelerator application opens and searches the database by the highlighted

company name (Baseline Data Systems, Inc.). The results of the search will be

displayed in the current search result screen (shown below).

Getting Data from Accelerator Using the (CIT)

The |Get a Contact from the Accelerator Phone Book| function is used to get data from

the Accelerator application while working in an alternate program such as Microsoft

Word. To use this function, do the following:

Open a document in Microsoft Word and place your cursor anywhere in the

page.



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2. Hold down the left or right mouse button on the |Get a Contact from the

Accelerator Phone Book| button on the CIT button bar. The following menu

will appear.

3. From the drop down menu, Select Name, Address and Phones (shown above).

The following screen will appear:



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4. As shown in the above example, search for a contact and click the |Send Data|

button.

5. The data from the selected contact will be copied to Word. This feature will work

in any windows based application.

Sending Highlighted Text to a New Accelerator Contact (CIT)



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With the CIT you can send highlighted information to an existing Accelerator contact

or create an entirely new contact from highlighted text data. This feature is useful for

highlighting a contact and inserting that data into your Accelerator application within an

existing contact or by creating a new contact. To send highlighted text to Accelerator,

do the following:

Using your mouse, highlight the data below.

Stuart Clements

Baseline Data Systems, Inc.

3625 Del Amo Blvd., Suite 245

Torrance, CA 90503

Business 310-214-8528 Ext [email protected]

http://www.baselineconnect.com

2. Click your left mouse button on the |Send Highlighted Text to New Phone Book

Contact| button . The Accelerator application will first search for instances of

duplicates, click |OK| to use the |New Contact| wizard to add the new contact

data to Accelerator.

Using OAMobile.com



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From an Internet browser on any computer or PDA (Treo, Blackberry) you can get to

your Office Accelerator Phone Book or Calendar. You also can access other peoples

phone book and Calendar in the firm. To get to this information go to

www.OAMobile.com select your device type and then in your user name and password:

When you go to OAMobile you will get the choices below:

Click below to login to Office Accelerator

Computer Desktop/Laptop Browser Version

Handheld Wireless (WAP) version

After you select Computer Desktop or Handheld Wireless (WAP) version you will get the

login below:

Then just login as usual. Currently the data through OAMobile is read only.
http://www.oamobile.com/http://www.oamobile.com/accweb01/AccLogin.asphttp://www.oamobile.com/accwap01/AccLogin.asphttp://www.oamobile.com/http://www.oamobile.com/accweb01/AccLogin.asphttp://www.oamobile.com/accwap01/AccLogin.asp

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Training Materials for Wireless Blackberry Sync Users