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Palm M125 Handheld Instructions Manual

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    							Chapter 5 Page 83
    To select a business card:
    1. Create an Address Book record that contains the information you 
    want on your business card.
    2. Tap the Menu icon  .
    3. Tap Record, and then tap Select Business Card.
    4. Tap Yes.
    To beam a record, business card, or category of records:
    1. Locate the record, business card, or category you want to beam.
    2. Tap the Menu icon  .
    3. Tap Record, and then tap one of the following:
    The Beam command for an individual record
    In Address Book only: Beam Business Card
    Beam Category
    Tip:
    You can also beam a business card by holding down the 
    Address Book application button   until the Beam Status 
    dialog box appears.
    4. When the Beam Status dialog box appears, point the IR port 
    directly at the IR port of the receiving handheld.
    Tip:
    For best results, handhelds should be between 10 
    centimeters (approximately 4 inches) and 1 meter 
    (approximately 39 inches) apart, and the path between the 
    two handhelds must be clear of obstacles. Beaming distance 
    to other Palm OS handhelds may be different.
    5. Wait for the Beam Status dialog box to indicate that the transfer is 
    complete before you continue working on your handheld.
    To beam an application:
    1. Open the Applications Launcher.
    2. Tap the Menu icon  .
    3. Tap App, and then tap Beam.
    4. Select either Handheld or Card from the Beam From pick list. 
    						
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    5. Tap the application you want to transfer.
    Note:
    Some applications are copy-protected and cannot be 
    beamed. These are listed with a lock icon next to them.
    6. Tap Beam.
    7. When the Beam Status dialog box appears, point the IR port 
    directly at the IR port of the receiving handheld.
    8. Wait for the Beam Status dialog box to indicate that the transfer is 
    complete before you continue working on your handheld.
    To receive beamed information:
    1. Turn on your handheld.
    2. Point the IR port directly at the IR port of the transmitting 
    handheld to open the Beam dialog box.
    3. Select a category for the incoming information, create a new 
    category, or leave the information unfiled.
    4. Tap Yes. 
    Tips on beaming information
    nYou can set the full-screen pen stroke to beam the current entry.
    See “Pen preferences” in Chapter 7 for more information. 
    nYou can draw the Graffiti Command stroke to activate the 
    Command toolbar, and then tap the beam icon. 
    You can use the Graffiti Command stroke “/ B” to beam the current 
    entry.
    Categorizing records
    Categorize records in the Address Book, To Do List, Note Pad, and 
    Memo Pad applications so that they are grouped logically and are 
    easy to review. (You can also categorize applications. See “Using the 
    Applications Launcher” in Chapter 3 for more information.) 
    						
    							Chapter 5 Page 85
    When you create a record, your handheld automatically places it in 
    the category that is currently displayed. If the category is All, your 
    handheld 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 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. 
    Note:
    When you have an expansion card properly seated in the 
    expansion card slot, the last item in the category pick list will 
    be the name of the expansion card. You cannot otherwise 
    categorize applications that reside on an expansion card.
    Address Book contains the QuickList user-defined category, in which 
    you can store the names, addresses, and phone numbers you might 
    need in emergencies (doctor, fire department, lawyer, etc.).
    Note:
    The illustrations in this section come from Address Book, but 
    you can use these procedures in all the applications in which 
    categories are available. 
    To move a record into a category:
    1. Select the record you want to categorize.
    2. In Address Book only: Tap Edit.
    In Note Pad only: Tap the Menu icon  , and then tap Options.
    3. Tap Details.
    4. Tap the Category pick list to display the list of available categories.
    5. Select the category for the record.
    6. Tap OK. 
    						
    							Page 86  Using Your Basic Applications
    Note:
    In Address Book, Note Pad, and Memo Pad you can tap the 
    category name in the upper-right corner of the screen and 
    select a new category for the item.
    To display a category of records:
    1. Tap the category pick list in the upper-right corner of the list 
    screen.
    Note:
    In the Date Book Agenda view, the pick list is in the upper- 
    right corner of the To Do list. 
    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 list 
    screen.
    Tap here 
    						
    							Chapter 5 Page 87
    2. Tap Edit Categories. 
    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 list 
    screen.
    2. Tap Edit Categories. 
    3. Select the category that you want to rename, and then tap Rename.
    Tap here 
    						
    							Page 88  Using Your Basic Applications
    4. Enter the new name for the category, and then tap OK.
    5. Tap OK.
    Tip:
    You can group the records in two or more categories into one 
    category by giving the categories the same name. For 
    example, if you change the name of the Personal category to 
    Business, all records formerly in the Personal category 
    appear in the Business category.
    Finding information
    Your handheld offers several ways to find information quickly:
    nAll applications that reside on your handheld: Find locates any text 
    that you specify, always starting with the current application.
    Note:
    Find does not search through applications on expansion 
    cards.
    nDate Book, To Do List, Memo Pad: Phone Lookup displays the 
    Address list screen and lets you add the information that appears 
    in this list to a record.
    nAddress Book: The Look Up line lets you enter the first letters of a 
    name to scroll immediately to that name.
    Looking up Address Book records
    When working with Address Book, the scroll button on the front panel 
    of the handheld makes it easy to navigate among your address entries.  
    						
    							Chapter 5 Page 89
    nIn the Address list screen, the scroll button moves up or down an 
    entire screen of records. If you hold down the scroll button, you 
    accelerate the scrolling and display every third screen.
    nIn the Address view screen, the scroll button moves to the previous 
    or next address record.
    You can also use the Address list Look Up feature to quickly scroll to 
    any of your Address Book entries. 
    To look up an Address Book record:
    1. Display the Address list screen.
    2. Enter the first letter of the name you want to find.
    The list scrolls to the first entry that begins with that letter. If you 
    write another letter, the list scrolls to the first entry that starts with 
    those two
     letters. For example, writing an “s” scrolls to “Sands,” 
    and writing “sm” scrolls further to “Smith.” If you sort the list by 
    company name, the Look Up feature scrolls to the first letter of the 
    company name.
    3. Tap the record to view its contents.
    Using Find
    You can use Find to locate any text that you specify, in any application 
    that resides on your handheld. Find does not search applications that 
    reside on an expansion card.
    To use Find:
    1. Tap the Find icon  .
    Tip:
    If you select text in an application before you tap Find, the 
    selected text automatically appears in the Find dialog box.
    2. Enter the text that you want to find. 
    Look Up line 
    						
    							Page 90  Using Your Basic Applications
    Find is not
     case-sensitive. For example, searching for the name 
    “davidson” also finds “Davidson.”
    Find locates any words that begin with the text you enter. For 
    example, searching for “plane” finds “planet,” but not “airplane.”
    3. Tap OK. 
    Find searches for the text in all records and all notes.
    As your handheld searches for the text, you can tap Stop at any 
    time. You may want to do this if the entry you want appears before 
    your handheld finishes the search. To continue the search after you 
    tap Stop, tap Find More.
    4. Tap the text that you want to review.
    Using Phone Lookup
    Phone Lookup displays the Address list screen and lets you add the 
    information that appears in this list to a record.
    To use Phone Lookup:
    1. Display the record in which you want to insert a phone number. 
    The record can be in Date Book, To Do List, or Memo Pad.
    2. Tap the Menu icon  .
    3. Tap Options, and then tap Phone Lookup.
    4. Begin to spell the last name of the name you want to find. 
    The list scrolls to the first record in the list that starts with the first 
    letter you enter. Continue to spell the name you’re looking for, or 
    when you see the name, tap it.  
    						
    							Chapter 5 Page 91
    5. Tap Add.
    The name you selected, along with the other information associated 
    with it, is pasted into the record you selected in step 1.
    Phone Lookup tips
    Write the Graffiti Command stroke “/L” to activate the Phone Lookup 
    feature. You can also activate it in the following circumstances:
    nWhile entering text: For example, to insert the full name and phone 
    number for someone with the last name “Williams,” write the 
    Graffiti characters for “Wi” and then the Phone Lookup Command 
    stroke “/L.”
    Assuming you have only one Address Book record that begins 
    with “Wi,” your handheld inserts the full name “Fred Williams” 
    (and its associated information). If you have more than one name 
    that begins with “Wi,” the Phone Lookup screen appears and 
    highlights the first record that begins with “Wi.”
    nFor selected text: Drag to highlight the text, and then write the 
    Phone Lookup Command stroke “/L.” Your handheld replaces the 
    selected text and adds the name and its associated information.
    Sorting lists of records
    You can sort lists of records in various ways, depending on the 
    application. Sorting is available in applications that have list screens: 
    Address Book, To Do List, and Memo Pad.
    Note:
    You can also assign records to categories. See “Categorizing 
    records”earlier in this chapter. 
    						
    							Page 92  Using Your Basic Applications
    To sort records in To Do List:
    1. Open the application to display the list screen.
    2. Tap Show.
    3. Tap the Sort by pick list and select an option.
    4. Tap OK.
    To sort records in Address Book, Note Pad, and Memo Pad:
    1. Open the application.
    2. In Note Pad only: Tap Done to display the list screen.
    3. Tap the Menu icon  .
    4. Tap Options, and then tap Preferences.
    Address Book:
    Note Pad:
    Memo Pad:
    5. Do one of the following:
    Address Book: Tap the setting you want.
    Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or 
    Manual.
    Memo Pad: Tap the Sort by pick list and select Alphabetic or 
    Manual. 
    						
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