Palm Tungsten T2 Instructions Manual

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CHAPTER 5
Using Address Book
Address Book enables you to keep names, addresses, phone numbers, and 
other information about your personal or business contacts. Use Address 
Book to do the following: 
■Quickly look up or enter names, addresses, phone numbers, and other 
information. See“Finding information” in Chapter 4 for details.
■Enter up to five phone numbers (home, work, mobile, fax, and so on) or e-mail 
addresses for each name.
■Dial a phone number and send an e-mail or SMS message directly from Address 
Book using the Quick Connect feature. See “Making connections from Address 
Book” later in this chapter. 
■Define which phone number appears in the Address list for each Address Book 
entry. 
■Attach a note to each Address Book entry, in which you can enter additional 
information about the entry.
■Assign Address Book entries to categories so that you can organize and view 
entries in logical groups.
■Create your own digital business card that you can beam or send to other 
devices with an application that can read the data.
To open Address Book: 
■Press the Address Book application button on the front panel of your handheld. 
Address Book opens to display the list of all your records.
Address Book button  
						

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TIPPress the Address Book application button repeatedly to cycle through the 
categories in which you have records. You can also press and hold the Address Book 
application button to instantly beam your business card to another device with an IR 
port. The receiving device must also have an application that can read the Address 
Book data.
Creating an Address Book entry
A record in Address Book is called an entry. You can create entries on your 
handheld, or you can use Palm™ Desktop software or Microsoft Outlook to create 
entries on your computer and then transfer the entries to your handheld with your 
next HotSync
® operation.
Palm Desktop software also has data import capabilities so that you can load 
database files into Address Book on your handheld. 
See“Importing data” in Chapter 3 and Palm Desktop online Help for more 
information.
To create a new Address Book entry:
1.Press the Address Book application button  on the front of your handheld to 
display the Address list.
2.Ta p  N e w.
3.Enter the last name of the person you want to add to your Address Book. 
The handheld automatically capitalizes the first letter of each field (except 
numeric and e-mail fields). You do not have to use the Graffiti
® 2 capital stroke 
to capitalize the first letter of the name.
4.Tap the First Name field.
5.Enter the first name of the person in the First Name field.
Ta p  N e w
Cursor 
at Last 
name 
						

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6.Enter the other information that you want to include in this entry.
As you enter letters in the Title, Company, City, and State fields, text appears for 
the first logical match that exists in your Address Book. As you enter more 
letters, a closer match appears. For example, you may already have Sacramento 
and San Francisco in your Address Book. As you enter S, Sacramento appears, 
and as you continue entering a and n, San Francisco replaces Sacramento. As 
soon as the word you want appears, tap the next field to accept the word.
7.Tap the scroll arrows   to move to the next page of information.
8.After you finish entering information, tap Done.
TIPTo create an entry that always appears at the top of the Address list, begin the 
Last name or Company field with a symbol, as in *If Found Call*. This entry can 
contain contact information in case you lose your handheld.
TIPTo attach a note to an entry and work with attached notes, see“Attaching notes” 
in Chapter 4.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate 
with an Address Book entry. Any changes you make apply only to the current 
entry. 
To select other types of phone numbers in an entry:
1.Tap the entry that you want to change. 
2.Ta p  E d i t .
Tap Done 
						

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3.Tap the pick list next to the label you want to change. 
4.Select a new label.
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options that you can 
associate with an entry. 
To open the Address Entry Details dialog box:
1.Tap the entry whose details you want to change.
TIPYou can also use the navigator to open an Address entry. See“Using the 
navigator” in Chapter 2 for instructions.
2.Ta p  E d i t .
3.Tap Details.
4.Select any of the following settings:
Ta p  
triangle
Show in ListSelect which type of phone or other information appears in 
the Address list screen. Your options are Work, Home, Fax, 
Other, E-mail, Main, Pager, and Mobile. The identifying 
letters W, H, F, O, M, or P appear next to the record in the 
Address list, depending on which information is displayed. 
If you select E-mail, no identifying letter is displayed.
CategoryAssign the entry to a category. 
PrivateHide this entry when Security is turned on. See“Sounds & 
Alerts Preferences” in Chapter 22 for more information, 
						

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Making connections from Address Book
You can use the entries in your Address Book to launch applications that perform 
tasks such as dialing a phone number or creating an e-mail or SMS message. 
Some of the applications you can launch are included on your handheld, others on 
the Software Essentials CD-ROM that comes with your handheld, and yet others 
may be available from third-party developers and are sold separately. Most of 
these applications require a Global System for Mobile Communications (GSM) 
phone or an optional modem accessory that is compatible with your handheld 
(mobile phone and modem accessory sold separately).
NOTEPalm works with developers of third-party add-on applications to ensure the 
compatibility of these applications with your new Palm handheld. Some third-party 
applications, however, may not have been upgraded to be compatible with your new 
Palm handheld. If you suspect that a third-party application is adversely affecting the 
operation of your handheld, contact the developer of the application.
Quick Connect
You can use Quick Connect to select an entry and initiate a related task with one 
hand, using the navigator. You can also configure which application opens when 
you choose a specific Address record field, and whether to add a prefix to all phone 
numbers.
To use Quick Connect from an Address entry:
1.Open the Address entry to which you want to connect. 
2.Press Right on the navigator to open the Quick Connect dialog box.
TIPYou can also tap the Quick Connect icon in the title bar of the Address 
record.
3.Select the method you want to use to connect.
Quick Connect initiates the related task. For example, if you tap a phone 
number, Quick Connect sends the selected phone number to your mobile 
phone. 
						

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To use Quick Connect from the Address list:
1.Highlight the Address entry to which you want to connect. 
2.Ta p  t h e  M e n u  i c o n   .
3.Select Connect on the Record menu.
4.Select the method you want to use to connect.
Quick Connect initiates the related task. For example, if you tap a phone 
number, Quick Connect sends the selected phone number to your mobile 
phone.
To configure Quick Connect settings:
1.From the Quick Connect dialog box, tap Settings.
2.(Optional) Tap the Number Prefix check box and enter a prefix.
For example, to dial 1 before all phone numbers, select this check box and enter 
a “1” in this field. The prefix is not added to a number that begins with the “+” 
character.
3.Tap each of the pick lists and select the application you want to associate with 
that task.
4.Ta p  O K .
Tap-to-Connect
With Tap-to-Connect you can select an entry and initiate a related task by tapping 
it with the stylus. By default, Tap-to-Connect is not enabled. 
To enable Tap-to-Connect:
1.From the Address list, tap the Menu icon  .
2.Select Option, and then select Preferences.
3.Ta p  E n a b l e  Ta p - t o - C o n n e c t .
4.Ta p  O K . 
						

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TIPYou can also configure which application opens when you tap a specific Address 
record field, and whether to add a prefix to all phone numbers. See “Quick Connect” 
earlier in this chapter to learn how to configure these settings.
To make a connection with Tap-to-Connect:
1.Open the Address entry to which you want to connect. 
2.Ta p  a n  i t e m .
For example, to dial a phone number, tap the number you want to dial. To 
address an e-mail message, tap an e-mail address.
3.(Optional) Tap the number to edit it.
For example, you might want to add an area code, a “1,” or a country code 
before a phone number.
Using Address Book menus
Address Book menus are shown here for your reference, and Address Book 
features that are not explained elsewhere in this book are described here.
See“Using menus” in Chapter 4 for information about selecting menu commands.
The Record and Options menus differ depending on whether you’re displaying the 
Address list screen or the Address view screen. 
						

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Record menus
 
Duplicate 
AddressMakes a copy of the current record and displays the copy in 
Address Edit so you can make changes to the copied record. The 
copy has the same category and attached notes as the original 
record.
ConnectOpens the Quick Connect dialog box, where you can choose 
which application you want to use to make the connection. 
Send CategoryOpens a dialog box where you can choose how you want to send 
all records in the selected category to another device. The 
options available depend on the software installed on your 
handheld.
Send AddressOpens a dialog box where you can choose how you want to send 
the selected entry to another device. The options available 
depend on the software installed on your handheld.
Address list 
Address view 
						

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Options menus
PreferencesOpens a dialog box where you can choose Address Book 
display options.
Remember last category. Determines how Address Book 
appears when you return to it from another application. If 
you select this check box, Address Book shows the last 
category you selected. If you deselect it, Address Book 
displays the All category.
Rename Custom 
FieldsThese custom fields appear at the end of the Address Edit 
screen. Rename them to identify the kind of information 
you enter in them. The names you give the custom fields 
appear in all entries. 
You can use these custom fields to track additional 
information in your Address records such as names of 
spouses, children, or any other details.
About Address 
BookShows version information for Address Book.
Address list Address Edit view 
						

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