Palm M130 Handheld Instructions Manual

Common tasks
73
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.
IMPORTANTThe first time you perform a...

Chapter 5 Using Your Basic Applications
74
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.
TIPGently rock your handheld forward in the cradle and then lift it to remove.
Performing a HotSync operation for the first time: 
Mac computer
When you installed Palm Desktop software, you entered a user name. This user...

Common tasks
75
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.
IMPORTANTYou 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...

Chapter 5 Using Your Basic Applications
76
4.In the Select User dialog box, select the user name you entered when you 
installed the Palm Desktop software, and click OK.
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.
TIPGently rock your handheld forward in the cradle and then lift it to remove.
Beaming...

Common tasks
77
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.Ta p  Ye s .
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...

Chapter 5 Using Your Basic Applications
78
5.Tap the application you want to transfer.
NOTESome applications are copy-protected and cannot be beamed. These 
are listed with a lock icon next to them.
6.Ta p  B e a m .
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...

Common tasks
79
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. 
NOTEWhen you have an expansion card properly seated...

Chapter 5 Using Your Basic Applications
80
To display a category of records:
1.Tap the category pick list in the upper-right corner of the list screen.
NOTEIn 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.
TIPPressing an application button on the front panel of the handheld toggles 
through all the categories of that application.
To define a new...

Common tasks
81
3.Ta p  N e w.
4.Enter the name of the new category, and then tap OK.
5.Ta p  O K .
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.
4.Enter the new name for the category, and then tap OK.
5.Ta p  O K . 

Chapter 5 Using Your Basic Applications
82
TIPYou 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...