Palm M515 Color Handheld Instructions Manual

Chapter 5 Page 81
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. Place your handheld on the HotSync cradle.
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....

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The HotSync Progress dialog box reappears and synchroniza-
tion 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.
Tip:Gently rock your handheld forward in the cradle and then lift 
it to remove.
Categorizing records
Categorize records in the Address Book, To Do List, Note Pad, Memo 
Pad, and Expense applications so that they are grouped...

Chapter 5 Page 83
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.).
Expense contains two user-defined categories, New...

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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.
Note:In the Date Book Agenda view, the pick list is in the upper 
right 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...

Chapter 5 Page 85
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 screen or 
list.
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. 

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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...

Chapter 5 Page 87
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...

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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 be-
fore 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...

Chapter 5 Page 89
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...

Page 90  Using Your Basic Applications
3. Tap Who.
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your 
Address Book that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
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:...