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Mobile Account Manager v 1.0
from Mobile Generation Software
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1. Mobile Account Manager Overview
Features
Limitations
Known Bugs
Possible Future Upgrades

2. Usage
Logging In
Account List
Creating an account
Viewing an account
Note View
Editing an account
Details dialog
Edit Note View
Deleting an account
Change password

3. Registration

4. Credits

5. Distribution, Disclaimers, and Comments

6. Company Information

## Overview

On a daily basis, how many login ID's, passwords, pin numbers, and account numbers do you recall from memory? With Account Manager by Mobile Generation Software, remember just one password for instant access to the vital information on all your accounts including credit cards, checking and savings accounts, ATM cards, mutual funds, stock accounts, loan accounts, login ID's, email ID's, and many more. Finally, an easy and secure means of tracking your passwords, pin numbers, account numbers, phone numbers, URL's, expiration dates, and notes for each of your accounts.

### Features

- Drop down labels allow the user to select from over 16,000 combinations of labels that best suit the account information.
- Protect your information using the Mobile Account Manager password security feature.
- Flag 'private' records for added security with the built-in PalmPilot security.
- Account templates allow for quick entry of your account information.
- Navigation similar to PalmPilot Address application for short learning curve.
- Create free form notes for each account record.
- Ability to categorize your accounts by business, personal, rental, or however you see necessary.

### Limitations

- Depending on the character width, approx. 20 character max for each account field.

### Known Bugs

- No known bugs

### Possible Future Upgrades

- Cut, copy, and paste
- 'Find' feature
- Option to 'view' or 'edit' the record on selection from account list
- Edit label drop down lists
- Conduit to synchronize with PC

## Usage

### Logging In

These login procedures are assuming that you have a registered copy of Mobile Account Manager. If you are using the unregistered version, you will notice the unregistered copy screen at application launch. For more information on the differences between the registered and unregistered version of Mobile Account Manager please see the Registration section.

When you first install Mobile Account Manager there is no password created and Mobile Account Manager will not prompt you for a password. Therefore, as you select the Mobile Account Manager icon, the application will launch directly into the account list.

Once you have created a password in the Mobile Account Manager, the application will prompt the user to enter the password. The password entry field will show boxes for each character entered in order to hide the password. Once the password has been entered, tap the login button. If the correct password has been entered then the application will launch into the account list. If the incorrect password was entered, an error dialog will be displayed and you will have another chance to enter the password.

If at any time you wish to turn off the password feature, you can change the password to a 'blank' password. Please see the change password section for more information.

### Account List

The account list view is the 'home base' view of the Mobile Account Manager. The look and feel is very similar to the address list view of the Address application on the PalmPilot.

The main functions of this view are to create a new account by tapping the 'New' button and select an account to view or edit by tapping on the account name from the list. This form also give you the ability to select the category of accounts to list by tapping on the drop down list of categories. To edit the list of categories, select the 'Edit Categories...' from the category drop down list. To change the password, select 'Change Passowrd' from the drop down 'Options' menu. You will also notice that the number of records in the selected category is displayed.

### Creating an account

To create a new account press the 'New' button from the Account List View. You will be prompted to select an account template from a list of accounts. Tap on the account template that you would like to use or select 'None' to create a custom account. When you select an account template the fields labels will be populated as the Edit View screen is displayed.

In the Edit Account View, you can change the label names by tapping on the drop down list of each label and selecting a new label. Enter the information in each field by tapping on the field to place the cursor and use the Graffiti input or PalmPilot soft keyboard input to enter the account information.

Tapping on the 'Details' button will display the details dialog to change the account category or make the record 'Private'. To enter a note for the account, tap on the 'Note'

Once finished, tap the 'Done' button and the Account List view will appear.

### Viewing an account

To view an account, select the account from the Account List View by tapping on the name of the account. The View Account screen will appear with the account information. Tap the 'Done' button when finished viewing the account and the Account List View will reappear.

#### Note View

From View Account screen displaying the account information, tap the 'Note' button to view the note associated with the account. Tap the 'Done' button in order to return to the account view screen. In order to edit the note, see the Edit Note View section.

### Editing an account

To edit an account, tap the 'Edit' button from the Account View screen displaying the account that you wish to edit. The Edit Account screen will appear with the account information that you wish to edit.

In the Edit Account View, you can change the label names by tapping on the drop down list of each label and selecting a new label. Enter the information in each field by tapping on the entry field to place the cursor and then use the Graffiti input or PalmPilot soft keyboard input to enter the account information.

Tapping on the 'Details' button will display the details dialog to change the account category or make the record 'Private'. To enter a note for the account, tap on the 'Note'

Once finished, tap the 'Done' button and the Account List view will appear.

#### Details dialog

The details dialog box will be displayed if you tap the 'Details' button from the Edit Account screen. The dialog is used to select the category, edit the categories, set the record to 'private', or delete the record.

Use the drop down list box to select a category for the account record which you are currently editing. Edit the list of categories by selecting 'Edit Categories...' from the category drop down list.

Tap on the 'Private' check box to identify the account as private. This will allow you to utilize the built-in PalmPilot security feature and hide the record until the PalmPilot security password has been entered.

To delete the account record, tap the delete button. A dialog box will prompt you to ensure that you don't accidentally delete an account.

#### Edit Note View

To edit a note for an associated account, select 'Note' from the Edit Account view. Enter the information using the Graffiti input or PalmPilot soft keyboard input. Tap the 'Done' button once you have competed editing the note.

### Deleting an account

To delete the account record, tap the delete button from the Details Dialog. A dialog box will prompt you to ensure that you don't accidentally delete an account.

### Change password

Once you create a password in Mobile Account Manager, the application will prompt the user to enter the password at login. If at any time you wish to turn off the password feature, you can change the password to a 'blank' password and the application will not prompt for a password at login.

To change the password, select 'Change Password' from the 'Options' menu in the Account List.

Type in the original password in 'Old Password', if one exists. The password entry field will show boxes for each character entered in order to hide the password. If no password exists, leave the 'Old Password' blank.

Type in the new password in 'New Password' and 'Confirmation' to confirm your password entry. The password entry field will show boxes for each character entered. If you chose not to use a password, leave both entry fields blank.

Tap the 'OK' button when completed.

## Registration

Mobile Generation Software has released the 'crippled' version of Mobile Account Manager for general distribution. The crippled version gives you 20 free uses of the application and then each use will cost you one extra 'tap'. Each time over 20 that you use the application, a counter increment and you will see 1 more dialog box for before you login. Therefore, 30 uses of the application will cost you 10 'taps' prior to login. The registered version also sets the 'backup' bit of the database so you will be sure not to lose your data.

You can register Mobile Account Manager for $19.95 at PalmPilotGear HQ (http://www2.viaweb.com/pilotgearsw/mobgen.html). Just select the Mobile Generation Software software author and click the 'I want it' button. You can also contact PalmPilotGear HQ at 800.741.9070. You will be sent (by email) the registered version which can be installed over the unregistered version with no data loss.

## Credits

We want to thank Tod Durdin, the developer of Mobile Account Manager and Jim McCarthy of Jim's PalmPilot Archive (www.pcisys.com/~mccarthy/jim/apps) and PalmPilotTalk (www.geocities.com/SiliconValley/Peaks/1322/pilottalk.html) for the great idea of Mobile Account Manager.

## Distribution, Disclaimers, Comments

Distribution:
This version of Mobile Account Manager is shareware. You may use and distribute this archive as long both the acctmgr.prc file and the acctmgr.html remain intact and unchanged.

Standard Disclaimers Apply:
Although care has been taken to insure a bug-free program, Mobile Generation Software will not be help responsible for any malfunctions as a result of the use of this program.

Send Comments, Criticisms, and Suggestions:
Send to:
Mobile Generation Software
PO Box 595762
Dallas, TX. 75359

Via email:
Internet - info@mobilegeneration.com

or Visit the Mobile Account Manager Site at:
www.mobilegeneration.com

## Company Information

Mobile Generation Software is a privately held company located in the Dallas/Ft. Worth metroplex. MGS was founded on the principle that the next generation of hardware and software will be the "Mobile Generation." Mobile Generation Software is committed to serving this new generation by becoming the industry leader for providing end-to-end handheld solutions to any size business. For more information on how Mobile Generation Software can provide cost-effective handheld solutions to your business, visit the Mobile Generation Software web site at www.mobilegeneration.com. For more information on Mobile Account Manager for the 3Com PalmPilot and IBM Workpad, please contact sales@mobilegeneration.com.