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.
Page 84 Using Your Basic Applications 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.