Pocket PC Member Directories

Contents

System requirements

You must have a device running Pocket PC, Pocket PC 2002, Windows Mobile 2003, Window Mobile 5 or Windows Mobile 6. You need at least 32 MB of ram, and you must be running ActiveSync. You will need an internet connection available when downloading, and whenever you update your directory.

Application and Images Sizes
To install the Member Directory, you will need to have enough free space on your Pocket PC for the main application and database. The photos, which are optional, will take up additional space and can be installed using the data refresh feature of the Member Directory Application. See Show Profile Photo for more information.
Main Application and Database 3,888 KBytes (required)

Photos

12.8 MBytes (optional)
Last Update: Jun 8, 2007
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Installation

  1. Install Microsoft .NET Compact Framework
    Simply click the link above, select Open, and then follow the directions. This program is necessary for the running of the Pocket PC directory. Installing this program will not interfere with the running of your Pocket PC, even if you have previously installed it.
  2. Install Microsoft SQL Server 2000 Windows CE
    Simply click the link above, select Open, and then follow the directions. This program is necessary for the running of the Pocket PC directory. Installing this program will not interfere with the running of your Pocket PC, even if you have previously installed it.
  3. Install the Member Pocket PC Directory
    Simply click the link above, select Open, and then follow the directions.
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Running the Member Directory

Your program will be called "OCBA" in your menu. The first time you run the directory, there will be no photos loaded in order to shorten your install time. In order to view the photos, simply update your directory (see Updating for more information)

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Finding Members

There are four different ways to locate members: using the alphabet keys, searching on criteria, searching by keyword, and looking at your list of favorites.

Alphabet Keys

The alphabet keys are located near the top of the screen. Each key contains two letters of the alphabet. Select the key for the starting letter of the last name of the member you want to locate.

For example, if you are looking for John Smith, choose the “st” button, which will give you a list of all the members whose last names start with either "S" or "T".

Search by Criteria

Select the binocular icon at the bottom of the screen. Tap the field you wish to search on before attempting to enter any criteria. You may search on multiple criteria, if you like. The program is not case-sensitive, so you may enter lower or upper case letters.

  • Press Cancel at any time to take you out of this view
  • Press Clear to erase all criteria you have already selected, in order to begin again
  • Press Search to initiate your member find

For example, if you are looking for a member whose last name was similar to Smith, but you can't remember exactly what it was, enter "SM" into the last name field, and press Search.

Or, perhaps you are looking for a member with the first name of Sue but you can't remember the last name. Enter "sue" into the first name field, and press Search.

Or, perhaps you are attempting to locate a member with a particular practice area, for example Criminal Law. Select "Criminal Law" from the list of available Areas of Practice, and press Search. 

Search by Keyword

Select the icon of the binoculars with the key at the bottom of the screen. This will enable you to search by a keyword or phrase. You may enter a partial keyword or phrase, as well, although entering multiple keywords that do not appear sequentially within the data will result in no members being located.

  • Press Cancel at any time to take you out of this view
  • Press Search to initiate your member find

For example entering and search the keyword "judge" will show you a list of all the members with the status "Judge" but the list will also include any member with the word "judge" in their information.

Favorites

Select the icon on the bottom of the screen showing two faces. This will bring up your list of previously selected favorites (see Favorites for more information)

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Changing the Search Results View

There are two ways to display your results when searching for members (see Finding Members for more information on searching). You will always see member names on the left-hand side (or as much of the name as space permits). On the right-hand side, you may choose to display the member's bar association status, or you may instead display the primary phone number. You may not display both at the same time.

Status List
  • Select View from the bottom corner of the screen
  • Select List Info from the menu
  • Select Status
Phone List
  • Select View from the bottom corner of the screen
  • Select List Info from the menu
  • Select Phone

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Viewing Member Data

After you have located the member you want (see Finding Members for more information), click on the member’s name to bring up his or her data. The member’s name, status, phone number, and picture will be displayed, as available (picture will not display if you have turned off that option).
Additional Data

In order to view additional information, click more (under the photo). This will enable you to see such information as address, additional phone numbers, areas of practice, and notes that you have taken (see Notes for more information)

While viewing additional information, click the right and left arrow buttons to move from screen to screen within that member’s data.

When you no longer wish to view the additional information, select less

 

 

Scrolling through Multiple Members

While the member window is still open, you may still click on another member name in the main window in order to scroll through a listing of members. Or, you may use the rocker button/up & down arrows on your Pocket PC to scroll.

Closing the Member Window

When you are finished viewing data for members, you may close the window by clicking on the X.


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Notes

You have the ability to add and edit notes about particular members, so you can keep track of any additional information not already listed.
  1. Open the profile of the member to whom you wish to add notes (see Viewing Member Data for more information)
  2. Click on more
  3. Using the arrow keys, scroll through the additional data until you reach the notes display
  4. Click on the area where the notes display, and then add your note
  5. Choose Save Notes when done
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Changing the Member Profile View

There are three options available for changing the display of the member profiles (see Viewing Member Data for more information). These options include the ability to display photos as available, to automatically display the additional information for each member, and defaulting to displaying the notes you have added for each member (see Notes for additional information). You may choose any combination of these options at the same time.

More Info View

When this choice is turned on, member profiles will display automatically as if you had just selected the more button. You may still use the less button to hide the information, as usual.

  • Select View from the bottom corner of the screen
  • Select Profile from the menu
  • Select More Info View by Default
Show Notes View

When this choice is turned on, member profiles will display automatically as if you had just selected the more button and then scrolled through using the arrow keys to reach the member notes. You may still use the less button to hide the information, as usual.

  • Select View from the bottom corner of the screen
  • Select Profile from the menu
  • Select Show Notes by Default
Show Profile Photo

When this choice is turned off, member profiles will not display photos on any records. Also, all member photos in memory will be deleted. This option saves memory. Turning this choice on allows photos to appear, although you may need to Update before you see them (see Updating for more information).

  • Select View from the bottom corner of the screen
  • Select Profile from the menu
  • Select Show Profile Photo
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Favorites

Favorites are shortcuts to frequently viewed members' records. You may access your favorites by clicking on the icon on the bottom of the screen showing two faces.
Adding a Member to your Favorites

While you have the member’s data screen showing, click on the icon of the single head with a glowing yellow circle next to the forehead.

Removing a Member from your Favorites

While you have the member’s data screen showing, click on the icon of the single head with the red line through it.

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Updating

  1. In order to synchronize your Pocket PC directory with the most up-to-date online data, be sure that your Pocket PC is in its cradle and you have an active internet connection available.
  2. Click the stop light icon at the bottom.
  3. A message will display informing you either that your data is already up-to-date, or that you need to update.
  4. In order to update, press the Update button. This may take a few minutes to run. In order to save both time and memory, you will only be receiving information which has changed since your last update.
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