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Roles /Views/ Features and Settings

Pocket Informant has three areas that settings are set which are discussed in more depth near the end of this manual. However the Roles/Views/Features section has a special part because it controls how the rest of the application will behave - it is your key to making Pocket Informant work in a general sense the way you want it to. You can hide entire featuresets or views or setup predened roles to suite you. This makes Pocket Informant both very powerful and very easy at the same time. Because of the importance of this section, we will discuss it here early in the manual.

Roles
Pocket Informant 8 introduces the new concept of Roles and Features. This lets you choose how Pocket Informant works and what it shows you on screen. For example you can set the Pocket Outlook with Benets Role which turns off many Pocket Informant advanced features and dialogs and changes some of Pocket Informants behavior to match Pocket Outlook such as not saving the category lter on quitting. There are four major Roles that Pocket Informant 8 provides: Pocket Outlook with Benets: This mode and set of defaults hides functionality such as links and journal and power user menus to gives you a simple interface with the basic foundational benets of Pocket Informant. Appointment Focused: This set of defaults turns on all the advanced calendar features in the Calendar view and keeps everything else simple. You can congure all settings at your leisure. Task Focused: This set of defaults turns on all the advanced task features in the Calendar and Tasks view and keeps everything else simple. You can congure all settings at your leisure. Standard User: This set of defaults turns on all all the most used features and display options and hides the less used features such as linking. You can congure all settings at your leisure. Power User: This default enables all features of Pocket Informant and gives you complete control. You can congure all settings at your leisure.

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You are given a chance to setup your Role and Features immediately upon rst running Pocket Informant, but you can change this at any time simply by going to Menu->My Informant->Roles and Features.

Features
Features are entire feature-sets within Pocket Informant that show up in menus and dialogs. In this section you can enable or disable features at your desire. Disabling the feature will completely hide that feature in the interface. Entire dialogs will disappear as well as menus and actions. The main features you can enable or disable are Journaling: This enables or disables the Journaling features of Pocket Informant. You can still show the Journal View, but the journaling tabs and commands for appointments, tasks, and contacts will no longer appear. Linking: This enables or disables the Linking features of Pocket Informant. Franklin Covey: This enables or disables the Weekly Planning menu as well as Franklin Covey specic features for Priorities and so on. Power User Context Menus: This item turns off what we consider Power User Context menus such as creating appointments with contacts, marking an appointment complete, and so on. My Views: This enables or disables the My Views menu and provides a simplied interface wherever My Views showed up before.

Default PIM
This section lets you make Pocket Informant 8 the default PIM for the device. Checking the box here will make Pocket Informant come up whenever an application asks the OS for the default calendar, tasks, or contacts application. This is useful if you have a specic Contacts application other than Pocket Informant - for example ACT - that you wish to use.