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About Amicus Mobile .......................................................................................................................................................... 2 What you need ........................................................................................................................................................ 2 How it works ............................................................................................................................................................ 3
For Administrators - Installation and configuration ............................................................................................................. 4 Configuring Firm Settings for BlackBerry devices ................................................................................................... 4 Licensing Amicus Mobile users ............................................................................................................................... 4
For Users - Installation and configuration ........................................................................................................................... 5 Windows Mobile: Installing Amicus Mobile on your device ..................................................................................... 5 BlackBerry: Installing Amicus Mobile on your device .............................................................................................. 7 Marking your Files for use in Amicus Mobile ........................................................................................................... 8 Preferences/Settings ............................................................................................................................................... 9 Initializing Amicus Mobile ...................................................................................................................................... 10 Windows Mobile: Uninstalling Amicus Mobile ....................................................................................................... 11 BlackBerry: Uninstalling Amicus Mobile ................................................................................................................ 11 Windows Mobile: Installing Amicus Mobile on a reset or replacement device ...................................................... 11
Using Amicus Mobile ........................................................................................................................................................ 12 Logging In .............................................................................................................................................................. 12 Get Started ............................................................................................................................................................ 12 Edit Settings .......................................................................................................................................................... 13 Edit my Phone Exclusion List ................................................................................................................................ 13 Exchange with Amicus Attorney ............................................................................................................................ 14 Using Outlook Synchronization ............................................................................................................................. 15 Download full text of a field.................................................................................................................................... 15 Use the Timer (on a Windows Mobile device) ....................................................................................................... 15 Add or Remove a File on an item .......................................................................................................................... 16 Add or Remove a Contact on an item ................................................................................................................... 16 View Files .............................................................................................................................................................. 16 Work with a File ..................................................................................................................................................... 16 View or add Contacts on a File ............................................................................................................................. 17 View Firm Members on a File ................................................................................................................................ 17 E-mail a Person on a File ...................................................................................................................................... 17 Call a Person on a File .......................................................................................................................................... 18 Add an Appointment on a File ............................................................................................................................... 18 Add a Task on a File ............................................................................................................................................. 18 Add a Time Entry on a File .................................................................................................................................... 18 Add a Note on a File .............................................................................................................................................. 19 View Time Entries.................................................................................................................................................. 19 Add a Time Entry ................................................................................................................................................... 19 View Notes ............................................................................................................................................................ 19 Add a Note ............................................................................................................................................................ 20 Send a Sticky ........................................................................................................................................................ 20 Receive a Sticky .................................................................................................................................................... 20 Work in the Call Center ......................................................................................................................................... 21 Add a Call .............................................................................................................................................................. 21
Work with a Call .................................................................................................................................................... 21 Work with a Phone Message ................................................................................................................................. 22
Appendix A: Installing IIS .................................................................................................................................................. 23 Appendix B: Determining your IP address ........................................................................................................................ 24 Appendix C: Troubleshooting ............................................................................................................................................ 25
Other Issues .......................................................................................................................................................... 26
About Amicus Mobile
Amicus Mobile is an add-on product for Amicus Attorney Premium Edition users seeking real-time
connectivity on their handheld device to their Amicus Files, Contacts, Notes and Stickies, Phone
Calls, Messages, unposted Time Entries, and more. It allows Amicus users to stay connected when
away from the office. You can do time entries, make notes or add appointments on a file, record
phone calls and even send stickies to colleagues. And it works both ways. If your assistant takes a
phone message for you, the message appears in the Call Center on the mobile device. You can even
continue working offline when out of range and unable to connect. Amicus Mobile uses the calendar,
tasks, contact manager, and e-mail built into the device to complement the workflow. This
information is shared with Amicus Attorney through integration with Outlook.
Amicus Mobile runs on Pocket PC or Smartphone devices with Windows Mobile, and on BlackBerry
devices. Amicus Mobile requires separate installation, configuration, and licensing.
What you need
To install and run Amicus Mobile, various components are required. Devices require Windows
Mobile 5 or 6, or BlackBerry Software Version 4.2 or higher. For full requirements, including those
for the Amicus Mobile Server, see the Amicus Mobile Hardware & Software Requirements, available
from the Support > Technical Resource Guides section of our website.
Corresponding versions of Amicus Attorney and Amicus Mobile are required.
To synchronize contacts, calendar and/or e-mail with the mobile device, each user will need to
configure the following links at their Amicus workstation:
Amicus Workstation integration Provides data integration for
Outlook Contacts & Calendar Link Contacts, Appointments, and Tasks/To Do’s
Outlook E-mail Integration E-mail
Details on how to set up and use each of these links are available from your Amicus Help Center.
Installing Amicus Mobile Server on Small Business Server 2008 Installing Amicus Mobile Server is installed on a server running Windows Small Business Server
Amicus Attorney changes are not exchanging to Amicus Mobile After opening another Office as a Guest, any changes made subsequently in Amicus Attorney might
fail to exchange to your Mobile device. (Changes made on your device will continue to exchange to
Amicus Attorney.) (Issue 20260)
Proceed as follows:
WINDOWS MOBILE: If an Amicus Attorney Patch (available from our website) has been installed on
your Amicus Workstation (and you have uninstalled, reinstalled, and reintitialized Amicus
Mobile on the device), then exit both Amicus Mobile and Amicus Attorney and then log in to
Amicus Mobile and reinitialize.
BLACKBERRY: Simply reinitialize Amicus Mobile.
Windows Mobile: Log file A daily log of key activities is maintained by Amicus Mobile on the Windows Mobile device. In the
course of assisting you with a problem, Gavel & Gown Technical Support might ask you to check this
log. Use File Explorer (available from Start or Start > Programs) and navigate to My Device (or
Storage Card) > Application Data > Amicus > AmicusLogs. The log files are named
Log_Month_Date_Year, e.g. Log_Jun_25_08.
Logs for the most recent 10 days are maintained. Earlier ones are automatically deleted to save space.
Other Issues
24334/33120—On some BlackBerry devices: although new Time Entries can be created, existing Time Entries cannot be edited or deleted. These devices are Style 9670, Storm2 9500 series, Storm 9500 series, Pearl 9100, and Tour 8830. Edits and deletions of Time Entries should be done at the Amicus Workstation.
22893—Initializing Amicus Mobile on a BlackBerry device fails if the names of any Amicus Contacts or Firm Members contain an accented letter or special character.
20258—Amicus Mobile Server might not work if installed on a server running Windows Small Business Server 2008 or later. Other websites and HTTP services provided by that server might also fail. SOLUTION: IIS requires additional configuration after Amicus Mobile Server has been installed. Please contact Technical Support for assistance.
18676—Viewing the details of a Phone Message in Amicus Mobile does not automatically mark it as having been read.
18666—If you have two calls (due to Call Waiting), switching away from one call to the other does not trigger the prompt to create a Phone Call record on that call in Amicus Mobile. WORKAROUND: To create a Phone Call record on the call you are ending first, tap or click End Call rather than simply switching away from it. In a few moments, your phone will ring to resume your other call. Note, however, that if you choose to create a Phone Call record on this other call as well, its duration field will include only the time since the call was resumed.
18665—A Phone Call record created upon completion of an inbound or outbound call on an Amicus Mobile device records the end time rather than the start time of the call.
18663/18664—In Amicus Mobile, you are permitted to assign Contacts to a File that you have been restricted from editing. (These assignments do not, however, affect Amicus Attorney.)
18655/18656—If a Time Entry is created on a Phone Call in Amicus Mobile, the Time Entry icon might still be shown for that record in Communication lists in Amicus Attorney.
18639—Changes to Contact information in Amicus Attorney (name, primary phone number, primary e-mail address) are not exchanged to the Contact On File lists in Amicus Mobile until that File has
been changed in Amicus Attorney and exchanged to Amicus Mobile.
18633—When sending a new Sticky from the Notes module, the “To” selection list of Firm Members does not reflect additions, deletions, or name changes done in Amicus Attorney since you last Initialized Amicus Mobile. WORKAROUND: Reinitialize Amicus Mobile occasionally.
18615—When replying to a Sticky on a Smartphone device, the number pad is activated and the corresponding alphabetic letters cannot be entered in the message field. WORKAROUND: Navigate out of the message field and then go back.
18569—If a Time Entry is created in Amicus Mobile on a File that is set to a Flat Rate or Other hourly billing rate, it will be sent to Amicus Attorney with a Rate Value of 0.
18563—If a File is currently locked by another user, you can still select or clear its Mobile checkbox in the Files Index but this action has no effect. No warning message appears.
18277—Some Windows Mobile devices when set to portrait orientation might truncate the left side of the Settings screen. WORKAROUND: Set the device orientation to landscape while configuring Settings.