Palm M125 Handheld Instructions Manual

							Chapter 5 Page 73
3. In Date Book only: Select start and end times for your appointment 
and tap OK.
4. Enter text for the record.
5. (Optional) To select attributes for the record:
– In Date Book, Address Book, To Do List, and Memo Pad, tap 
Details. 
– In Note Pad, tap the Menu icon  , and then tap Options and 
Details.
6. In Address Book, Note Pad, and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it 
automatically.
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 dotted edit lines
Note:
In Note Pad you can write anywhere on the screen. So, you 
will not see an edit line or blinking cursor. 
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. For information on entering text in Note Pad, see “Note 
Pad” later in this chapter.
Edit line 
 Blinking cursor 
						

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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 highlight it (in black). 
Note:
You can also double tap to select a word, or triple tap to 
select a line of text.
You can also drag across
 the text to select additional words, 
or drag down
 to select a group of lines.
The following commands may appear in an Edit menu:
UndoReverses 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. 
When the drawing area is selected in Note Pad, 
Undo erases the last line drawn.
Clear NoteErases the drawing from a note in Note Pad. 
Clear Note appears in the Edit menu only when 
the drawing area is selected.
CutRemoves 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. 
CopyCopies the selected text and stores it 
temporarily in the memory of your handheld. 
You can paste the text that you copy into 
another area of the current application or into a 
different application.
PasteInserts the text that you cut or copied at the 
selected point in a record. The text you paste 
replaces any selected text. If you did not 
previously cut or copy text, Paste does nothing. 
						

							Chapter 5 Page 75
Deleting records
To delete a record:
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
Note Pad:
 Delete Note
Memo Pad:
 Delete Memo
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 to save a copy, 
tap the check box to remove the check. (The archive check box does 
not appear in Note Pad because you can’t archive Note Pad notes.)
4. Tap OK.
If you choose to save a copy of the selected item, your handheld 
transfers it to the archive file on your desktop the next time you 
perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
nIn Date Book, Address Book, To Do List, and Memo Pad, open the 
Details dialog box for the record, tap Delete, and then tap OK.
nIn Note Pad, open the note you want to delete, and then tap Delete.
nDelete the text of the record.
Select AllSelects all of the text in the current record or 
screen. This enables you to cut or copy all of the 
text and paste it elsewhere.
KeyboardOpens the onscreen keyboard. When you finish 
with the onscreen keyboard, tap Done.
Graffiti HelpOpens screens that show all the Graffiti 
character strokes. Use this command anytime 
you forget a stroke for a character. 
						

							Page 76  Using Your Basic Applications
Note:
In Date Book, you can choose to delete the text of the current 
repeating event, current and future events, or all instances of 
that event. 
Purging records
Over time, as you use Date Book and To Do List, 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.
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 or 
To Do List records might prove useful later, you can purge them from 
your handheld and save them in an archive file on your computer.
Purging is not available in Address Book, Note Pad, or Memo Pad; 
you must delete outdated records manually from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon  . 
3. Tap Record, and then tap Purge. 
A confirmation dialog box appears. 
Date Book: Tap the pick list and select how old a record must be to 
be purged. Purge deletes repeating events if the last of the series 
ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged 
records to an archive file on your desktop, be sure that the check 
box is checked. If you don’t want to save a copy, tap the check box 
to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your handheld 
transfers them to an archive file on your desktop the next time you 
perform a HotSync operation.
Note:
Purging does not happen automatically. You must tap the 
command to make it happen. 
						

							Chapter 5 Page 77
Exchanging and updating data: HotSync 
operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — data between your handheld and Palm Desktop 
software. Changes you make on your handheld or Palm 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 either directly or indirectly. Direct 
methods include connecting your handheld to the cradle/cable 
attached to your computer, or using infrared communications. An 
indirect method is using a modem. See Chapter 6 for information 
about performing HotSync operations via a modem or IR port.
Performing a HotSync operation for the first time: 
Windows
The first time you synchronize your data, you need to enter user 
information on Palm Desktop software. After you enter this 
information and synchronize, the HotSync Manager recognizes your 
handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a 
group of users, you may want to create a user profile. See “Creating a 
user profile” in Chapter 6 before performing the following steps.
Important:
You must perform your first
 HotSync operation with a 
local, direct connection, or with infrared communication, 
rather than using a modem.
The following steps assume that you have already installed Palm 
Desktop software. If you have not installed this software, see 
“Installing Palm Desktop software” in Chapter 1 for instructions. 
						

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To perform a local HotSync operation on a Windows computer:
1. Connect your handheld to the cradle/cable.
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 
which automatically opens the HotSync Manager. 
3. Press the HotSync button 
™ on the cradle/cable.
Shown with a cradle. 
Some models use a 
cable in place of the 
cradle.
HotSync 
button 
						

							Chapter 5 Page 79
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.
The HotSync Progress dialog box appears and synchronization 
begins. 
 
4. Wait for a message on your handheld indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
handheld from the cradle/cable.
Tip:
Gently rock your handheld forward in the cradle and then 
lift it to remove.
Performing a HotSync operation for the first time: 
Macintosh
When you installed Palm Desktop software, you entered a user name. 
This user name is the connection between your handheld and your 
Macintosh. 
The first time you perform a HotSync operation the Palm Desktop 
software: 
nAdds a user name to your handheld.
nCreates a folder for the user name in the Users folder inside the 
Palm folder. For example, if you entered Jane Garcia as your user 
name, a folder called Jane Garcia is created in the Users folder. 
						

							Page 80  Using Your Basic Applications
nCreates a file named User Data in your user name folder. 
Note:
User names appear in the User pop-up on the right side of the 
toolbar. You can change users by selecting a new name in the 
pop-up menu. 
Each subsequent time you perform a HotSync operation, HotSync 
Manager reads the user name from your handheld and synchronizes 
the data in the folder of the same name.
Note:
Be sure you select the correct user name from the User pop-up 
before entering data on Palm Desktop or performing a 
HotSync operation.
If you are a System Administrator preparing several handhelds for a 
group of users, you may want to create a user profile. See “Creating a 
user profile” in Chapter 6 before performing the following steps.
Important:
You must perform your first
 HotSync operation with a 
local, direct connection, or with infrared communication.
The following steps assume that you have already installed Palm 
Desktop software. See “Palm Desktop software” in Chapter 1 if you 
have not installed this software.
To perform a local HotSync operation on a Macintosh:
1. Connect your handheld to the cradle/cable. 
						

							Chapter 5 Page 81
2. Make sure HotSync Manager is enabled: Double-click the HotSync 
Manager icon in the Palm folder. Click the HotSync Controls tab 
and make sure the Enabled option is selected.
3. Press the HotSync button   on the cradle/cable.
The HotSync Progress dialog box appears followed by the Select 
User dialog box.
4. In the Select User dialog box, select the user name you entered 
when you installed the Palm Desktop software, and click OK.
Shown with a cradle. 
Some models use a 
cable in place of the 
cradle.
HotSync 
button 
						

							Page 82  Using Your Basic Applications
The HotSync Progress dialog box reappears and synchronization 
begins.
5. Wait for a message on your handheld indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
handheld from the cradle/cable.
Tip:
Gently rock your handheld forward in the cradle and then 
lift it to remove.
Beaming information
Your handheld is equipped with an IR (infrared) port that you can use 
to beam information to another Palm OS handheld that’s close by and 
also has an IR port. The IR port is located at the top of the handheld, 
behind the small dark shield. 
You can beam the following information between Palm OS handhelds:
nThe record currently displayed in Date Book, Address Book, To Do 
List, Note Pad, or Memo Pad
nAll records of the category currently displayed in Address Book, 
To Do List, Note Pad, or Memo Pad
nA special Address Book record that you designate as your business 
card, containing information you want to exchange with business 
contacts
nAn application installed in RAM memory
nAn application installed on an expansion card that is seated in the 
card slot
Note:
You can also perform HotSync operations using the IR port. 
See “IR HotSync operations” in Chapter 6 for more details.