Why are the Buyer and Seller names not transfering over to ZipForm®Online when I create a transaction in ZipForm®Mobile?
This will occur if the association forms that you use do not have subforms.
With the transaction open in ZipForm®Online, you will need to manually type the Buyer and Seller names, and save the transaction again.
This is a known issue with ZipForm®Mobile and is currently being looked into by our development staff.
Why are the dates not in the correct format (i.e. YYYY-MM-DD, instead of MM-DD-YYYY) when I open a transaction in ZipForm®Online that I created using ZipForm®Mobile?
This is a known issue with ZipForm®Mobile and is currently being looked into by our development staff.
The dates will need to be adjusted on the Cover Sheet using ZipForm®Online, by deleting the dates from the date fields, tabbing off of the field, and then re-entering the dates.
If forms were already added to the transaction, adjusting the dates on the Cover Sheet will automatically fix the dates on all the forms in the transaction.
How do I log into ZipForm®Mobile?
To log into ZipForm®Mobile, tap the ZipForm® icon in Applications.
At the Username and Password prompt, enter the e-mail address and password you use for your ZipForm®Online account.
What if I forgot my ZipForm®Mobile password, or would like to change it?
You may reset your ZipForm®Mobile password by Clicking Here.
This will also reset your ZipForm®Online password.
Will I need to use "HotSync" for my transactions to sync between ZipForm®Mobile and ZipForm®Online?
No.
ZipForm®Mobile connects directly to your ZipForm®Online account.
Any transaction you create in ZipForm®Mobile will automatically appear in your ZipForm®Online account.
You will also be able to access any transaction you create in ZipForm®Online from ZipForm®Mobile.
Is ZipForm®Mobile available for Windows Mobile® (PocketPC) or Blackberry??
No.
Currently ZipForm®Mobile is only available for the Treo? 600 and above.
What if I get a call or a text message while using ZipForm®Mobile?
You may receive calls and text messages while using ZipForm®Mobile.
To get back into ZipForm®Mobile after your call or text message, you will need to tap on the ZipForm® icon in Applications again.
Your ZipForm®Mobile session will then be restored as if you never left the application.
What if I have a weak signal? (i.e. only 1 bar)
As long as you have 1 bar, ZipForm®Mobile will still function properly, although if you go below 1 bar and lose connection your network, you may experience difficulties using ZipForm®Mobile.
Why does my phone sometimes reboot while using ZipForm®Mobile?
Sometimes when you lose connection your network, your phone may restart unexpectantly.
If this happens, your ZipForm®Mobile session will be restored as if nothing happened.
If your phone continues to behave in this fashion you may want to wait until you have a better signal before continuing to use ZipForm®Mobile.
What is a profile and how do they work?
A profile is used to save client information so that you don't have to type it in the next time you create a transaction for that client.
To learn how to create a profile, and how to apply it to a transation, please read Knowledge Base Article KBA-01194.
Can I view or modify my ZipForm®Online transactions in ZipForm®Mobile?
Yes.
All of your ZipForm®Online transactions are accessible from ZipForm®Mobile.
Can I delete transactions using ZipForm®Mobile?
No.
Currently there is not an option to delete your transactions.
If you want to delete a transaction, you will need to log into your ZipForm®Online account, and delete the transaction from there.
Can I e-mail transactions using ZipForm®Mobile?
No.
Currently there is not an option to e-mail your transactions.
If you want to e-mail a transation to a client, you will need to log into your ZipForm®Online account, and e-mail the transaction from there.
Can I beam ZipForm®Mobile to others?
Yes.
Whoever you beam ZipForm®Mobile to will need both an active ZipForm®Online account and an active ZipForm®Mobile account.
How do I log out of ZipForm®Mobile, and why is it important that I do log out?
To log out of ZipForm®Mobile, press the Menu button to access the menu options.
Then tap the Options menu, then Log Out.
It is important to log out of ZipForm®Mobile because, after you log into ZipForm®Mobile, your session is saved until you log out.
This is normal for most Palm applications.
Even though this can be convenient, if your phone is stolen or lost, the person who now has the phone will have access to your ZipForm®Mobile account.
