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Pocket Informant 8

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time/date and subject of the template is not applied. In the Day View, select a time range for the new appointment. Tap and hold and then select Apply Template, choosing the template you want. Thats it.

The Template Editor


The Template editor is a dialog that allows you to create, edit, rename and delete your task, appointment and company templates.

Editing Templates
Select the template you want to edit, and tap on Edit. You will be taken to the standard editor for the item type in question.

Renaming Templates
Templates can be given a name that is not the same as the subject. Select the template in the Template Editor, and tap on Rename. If the template had any text in the subject eld, it will be left intact.

Deleting Templates
To delete a template, select it in the Template Editor, and tap Delete.

Birthdays/Anniversaries
Contact Based
If you have this option turned on, Pocket Informant will peek at your Contacts list to get all the Birthdays and Anniversaries you have setup. It will then add the events to your Calendar View. First, it calculates the age of the event and then sets special colors and icons. For performance reasons, this list is NOT updated in real time when you change a contacts information. So even if you change the birthday of a contact it will not be updated in the CAV. For the CAV to update tap the Go to Today button. Please note that you should not use this option if synchronizing with Outlook, as Outlook does this already. Information on Resolving Duplicate Birthdays/Anniversaries if you synchronize with Outlook.

Pocket Informant 8

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Calendar Event Based


Sometimes you want to have a birthday or anniversary in the look and feel of the contact-based event, but dont want to have a contact setup for each person. For example, sometimes you want to see the birthdays of the children of a friend, but dont want to setup a separate contact for each person when their information is the same. This feature does not require the Contact Birthday and Anniversary option to be turned on. Pocket Informant will interpret an item as a birthday or anniversary based on specic criteria listed below or if the subject of the appointment has the words Birthday or Anniversary in them (words changeable in the registry). For the appointment to be recognized as a Birthday or Anniversary, three specic properties that need to be set: Yearly Recurring All Day In the category Birthdays or Anniversaries

Anniversary/Birthday/Holiday Category names


The Anniversary/Birthday/Holiday lters as well as Anniversary/Birthday/Holiday special appointments use the Anniversaries and Birthdays categories to determine what belongs. You can change this in the Pocket Informant Settings: General Calendar window

The Human Day


You can be attending a baseball game from 7pm to 2am, but you dont want that baseball game showing up in the next days agenda or month view icons because it gives the impression the game is on both days. This is the human day: a day that is expressed at the time you go to sleep or nish your activities and not by computer-imposed time frames. Pocket Informant provides a starting point for the human day. The feature is very simple and is accessed from the Tools > Setting > Settings: Calendar General. You simply tell Pocket Informant what time of the day you want multi-day appointments to not display for the next day. So for example if you set it to 2am then any multi-day appointment (such as the baseball game example above) which ends at 2am or before will not show up on that last day. By default, this feature is set to consider 12am as the end-of-day.

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