Handspring Visor Edge Handheld User Guide

Chapter 5 Page 63
Chapter 5
Common Tasks
This chapter provides instructions on how to do tasks that you can do 
in most or all of the basic applications. It’s easy to transfer what you 
learn in one application to the others because the structure and 
behavior of all the applications are quite similar. The term “records” 
is used to refer to an individual item in any of the basic applications: a 
single Date Book Plus event, Address entry, To Do List item, Memo 
Pad memo, or Expense item.
Creating...

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Editing records
After you create a record, you can change, delete, or enter new text at 
any time. Two screen features tell you when your handheld is in 
editing mode:
nA blinking cursor 
nOne or more edit lines
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...

Chapter 5 Page 65
Undo
Reverses the action of the last edit
 command. For 
example, if you used Cut to remove text, Undo 
restores the text you removed. Undo also 
reverses deletions done by using backspace. 
Cut
Removes the selected text and stores it 
temporarily in the memory of your handheld. 
You can paste the text you cut into another area 
of the current application or into a different 
application.
Copy
Copies the selected text and stores it 
temporarily in the memory of your handheld. 
You can...

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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 and Date Book Plus: Delete Event
Address: 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....

Chapter 5 Page 67
Purging records
Over time, as you use Date Book or Date Book Plus, 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 Plus, and To Do items that you marked 
as completed remain in the list, as do Expense items.
All these outdated records take up memory on your handheld, so it’s 
a good idea to remove them by using Purge. If you think Date Book 
Plus or To Do...

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Exchanging and updating data: 
HotSync operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — data between your handheld and desktop software. 
Changes you make on your handheld or desktop software appear in 
both places after a HotSync operation. HotSync technology 
synchronizes only the needed portions of files, thus reducing 
synchronization time. You can synchronize your data directly by 
connecting your handheld to your computer with the...

Chapter 5 Page 69
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
 
2. If the HotSync Manager is not running, start it: On the Windows 
desktop, click Start, and then choose Programs. Navigate to the 
Handspring program group and choose HotSync Manager. 
Alternatively, you can start the Palm Desktop software which 
automatically opens the HotSync Manager. 
3. Press the HotSync button on the cradle.
The bottom edge of 
the handheld should 
align smoothly with 
the cradle...

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Important:
The first time you perform a HotSync operation, you 
must enter a user name in the New User dialog box and 
click OK. Every handheld should have a unique name. To 
prevent loss of a user’s records, never try to synchronize 
more than one handheld to the same user name.
4. From the Select User dialog box, choose the user name you 
assigned to your handheld.
The HotSync Progress dialog box appears and synchronization 
begins. 
 
5. Wait for a message on your handheld...

Chapter 5 Page 71
System-defined and user-defined categories
By default, your handheld 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 user-defined categories. You can have a maximum of 
15 user-defined categories in each application. 
Address contains the QuickList user-defined...

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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 
handheld 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. 
3. Tap...