Calendar-Contact list sync

M

mikestheking95

New member
I'm good with computers but new at PDAs. Just got a T5 for my wife who runs a day spa. She needs to use it for scheduling clients, many of them being repeats.She needs to be able to cut and paste between her contact list and schedule to quickly make appointments.

Also, for new clients, an easy system of making quick appointments would be nice.

Is the T5 software capable of doing this? If so, how?

There has to be be 3rd party software out there that will do it better. Is A5, Agendus or something else best at accomplishing this task?

Mooseman...PalmTealLover..Give it up. I'll find a way to make it up to ya. :D
 
Cut and Paste is not a feature of Agendus. Monthly Planner gives some flexibility but since I don't use A5 - that's one I can't answer.

Cut and Paste is just not real friendly in the Palm OS and if your using it as the base program then your limited to that function of the PIM. But again, I don't know if A5 will do it.

In Agendus - you have to edit the meeting- assuming it's already scheduled. If you need to schedule a meeting with Agendus - you can tap and hold on the contact and then set the meeting.

Monthly Planner is not the way to go since it's really a month view and you have to pare down to the day view which is not friendly in a monthly planner.

There was another WeeklyPlanner by a different developer that was out there for awhile which, if A5 won't do it, you might want to try.
 
I know some programs such as Agendus Pro will let you create meeting templates you can use later to create new appointments with. Agendus Pro will also let you link multiple contacts to meetings.
 
"ClipPro" solves the cut and paste - wonderful multi clipboard app. so that leaves it up to your wife which "date planner" she likes best. Moose is right about the tap and hold thing to set the meeting - that is VERY handy. Agendus also remembers (as long as you don't delete complete events) - contact history so she could track what happened to who and when. A5 will give you the highlight colors & categories, and is about 1/10th the size, is freeware and won't cost you $10 every other moth for upgrades.

Dwinget has point about the templates - I used them OFTEN with Agendus, but grew annoyed when they weould "disappear" one day for no reason, or have to be reset every time I added an icon to the "stable."

I dumped them both and use Monthly planner; if you select it on a day you have something scheduled, it pops to "line by line view." Pressing left button on T3 puts it back in calendar mode. Tap/hold on a square and you hvae a choice of meeting or todo. So using ClipPro for information, you could tap and hold on Mo Planner, enter information from several choosable fields in clipPro, and set meetings to repeat or not.

For anything involving multiple entries, new multiple entries, with a regular batch of contacts . . . I'd choke down the $10 upgrades and probably go with Agendus -- either way I'd recommend ClipPro, as it has many other useful applications.

Combined with Agendus Meeting templates dwinget mentioned would probably be best.
 
Maybe I'm missing something, but why would she want to run the scheduling on a PDA? It makes more sense to run the day spa on a computer and sync with the PDA to have portable data. I'd worry about the batteries dying, the T5 getting lost or stolen or a hard crash. Not to mention, the pain Graffiti is when you're in a hurry.

Just thinking...
 
I work as an computing tutor and find myself in much the same predicament - making appointments and needing to add contact info.

I use Agendus Pro and when I make the meeting I just add the contact as I book the appointment. It's really quite simple.

I've never sync'd with Outlook though, but I assume that when the appointment is entered into Agendus, it also goes into Palm's Datebook which then sync's with Outlook.

I also find that a good note taking app can make appointment making quicker and can scribble down contact names and numbers and then enter them into the contact list later on when I have more time.

I tried a few different programs, but I've always kept going back to Agendus. I think I'll always be loyal to that program now; it's never let me down.

Sarah :)
 
Just to be clear - syncing to Outlook is definitive - it does not also sync to the Palm Desktop. The conduit for syncing to the PalmDesktop is actually not installed and thus it does not go there.

There are programs that will allow you to sync to both but I don't know what the advantage would be and I've tried them......they all too often don't work well together.
 
So - when you're in the calendar - you write the first number of the hour you want to schedule and a new appointment is set up. On the new line for the appointment you write the first letter of the name and do a command line '/' and L to lookup and you're taken to the contacts list to select the contact name. All based on the built in applications. Tap on the contact name and the name and "displayed" (number you specify in the contact to be shown in the list) phone number is copied to your appointment.

If you need more than this you need to look to another application (maybe Smartlist to Go or HandBase - both are database applications) which can add an appointment and populate the data fields with added information.

fnagle
 
Yes definitely. I'm sorry I didn't make that clearer - my bad.

I used to sync my Zire 31 with Outlook, but with the T2's added features I went back to the Palm Desktop.

I've never bothered to sync both as I don't see the point after making the choice of which calendar to go by.

Sas
 
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