3Com Palmone VII Organiser Instructions Manual

Chapter 4 Page 63
Common tasks
The tasks described in this section use the term “records” to refer to an 
individual item in any of the basic applications: a single Date Book 
event, Address Book entry, To Do List item, Memo Pad memo, or 
Expense item.
Creating records
You can use the following procedure to create a new record in Date 
Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book...

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Entering text
For information on how to enter text using Graffiti writing, the 
onscreen keyboard, or the keyboard attached to your computer, see 
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit 
text. In general, commands available in the Edit menu apply to text 
that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to...

Chapter 4 Page 65
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon  . 
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of 
the deleted item to an archive file in Palm Desktop software, be 
sure that the check box is checked. If you don’t want...

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Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll 
accumulate records in these applications that have outlived their 
usefulness. For example, events that occurred months ago remain in 
the Date Book, and To Do List items that you marked as completed 
remain in the list, as do Expense items.
All these outdated records take up memory on your organizer, so it’s 
a good idea to remove them by using Purge. If you think Date Book or 
To Do...

Chapter 4 Page 67
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — the data on your organizer and Palm Desktop 
software. Changes made on your organizer are transferred to your 
Palm Desktop software, and vice versa. The first HotSync operation 
takes a little time, but after that, HotSync operations happen quickly 
because only changes are synchronized.
You can synchronize your data by connecting your organizer directly...

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To perform a local HotSync operation:
1. Insert your organizer into the cradle.
Tip:The bottom edge of the organizer should align smoothly 
with the cradle when it is inserted properly.
2. If the HotSync Manager is not running, start it: on the Windows 
desktop, click Start, and then choose Programs. Navigate to the 
Palm Desktop software program group and choose HotSync 
Manager. Alternatively, you can start the Palm Desktop software.
3. Press the HotSync button  ™...

Chapter 4 Page 69
Important: The first time you perform a HotSync operation, you 
must select a username in the New User dialog box and 
choose OK. Every organizer must have a unique name. To 
prevent undesirable results, never try to synchronize 
more than one organizer to the same username.
The HotSync dialog box appears and synchronization begins.
4. Wait for a message on your organizer indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
organizer from...

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organizer assigns it to the Unfiled category. You can leave an entry as 
Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your organizer includes system-defined categories, such as 
All and Unfiled, and user-defined categories, such as Business and 
Personal. 
You cannot modify the system-defined categories, but you can 
rename and delete the user-defined categories. In addition, you can 
create your own...

Chapter 4 Page 71
To display a category of records:
1. Tap the category pick list in the upper-right corner of the List 
screen.
2. Select the category you want to view.
The List screen now displays only the records assigned to that 
category.
Tip:Pressing an application button on the front panel of the 
organizer toggles through all the categories of that 
application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories. 
Tap here
Tap...

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3. Tap New.
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories. 
3. Select the category that you want to rename, and then tap Rename.