Palm Zire Handheld Instructions Manual

							Using menus
41
To open the menu bar:
1.Open an application (such as Memo Pad).
2.Do one of the following:
– Tap the Menu icon  .
– Tap the inverted title area at the top of the screen.
In this example, three menus are available: Record, Edit, and Options. The Record 
menu is selected and contains the commands New Memo, Delete Memo, and Beam 
Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that contains the 
command you want to use.
The menus and menu commands that are available depend on the application that 
is currently open. Also, the menus and menu commands vary depending on which 
part of the application you’re currently using. For example, in Memo Pad, the 
menus are different for the Memo list screen and the Memo screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke, which is 
similar to the keyboard shortcuts used to execute commands on computers. The 
command letters appear to the right of the command names. 
Tap the title area
Tap the Menu icon
Command letters Menu commands 
						

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Draw the Command stroke anywhere in the Graffiti area. When you draw the 
Command stroke, the Command toolbar appears just above the Graffiti writing 
area to indicate that you are in Command mode.
The command toolbar displays context-sensitive menu commands for the current 
screen. For example, if text is selected the menu icons displayed may be undo, cut, 
copy, and paste. Tap an icon to select the command, or immediately write the 
corresponding command letter for an appropriate command in the Graffiti writing 
area.
For example, to choose Select All in the Edit menu, draw the Command stroke, 
followed by the letter “s.”
NOTECommand mode is only active for a short time, so you must tap an icon or 
write the command letter immediately to choose the menu command. 
Choosing application preferences
You can set options that affect an entire application in the application’s Preferences 
dialog box.
To change preferences for an application:
1.Open an application.
2.Tap the Menu icon  .
3.Tap Options, and then tap Preferences.
NOTENot all applications have a Preferences command.
4.Make changes to the settings.
5.Ta p  O K .
Command Stroke
   
Cut Undo Copy Paste Beam Delete 
						

							Common tasks
43
Common tasks
The tasks described in this section use the term “records” to refer to an individual 
item in any of the applications: a single Date Book event, Address Book entry, 
To Do List item, Note Pad note, Memo Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date Book, 
Address Book, To Do List, Note Pad, Memo Pad, and Expense.
To create a record:
1.Select the application in which you want to create a record.
2.Ta p  N e w.
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
NOTEIn Note Pad you can write anywhere on the screen. So, you will not see an edit 
line or blinking cursor. 
Edit line 
 Blinking cursor 
						

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Entering text
For information on how to enter text using Graffiti writing, the onscreen keyboard, 
or the keyboard attached to your computer, see Chapter 3. For information on 
entering text in Note Pad, see Chapter 11.
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). 
NOTEYou can 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.
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. 
						

							Common tasks
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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
Expense: Delete Item
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 
selected. If you don’t want to save a copy, tap the check box to deselect it. (The 
archive check box does not appear in Note Pad because you can’t archive
Note Pad notes.)
4.Ta p  O K .
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.
NOTEIn 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, To Do List, and Expense, you’ll accumulate 
records in these applications that have outlived their usefulness. For example, 
events that occurred months ago remain in Date Book, and To Do List items that 
you marked as completed remain in the list, as do Expense items.
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  
						

							Chapter 4 Working with Applications
46
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 selected. If you don’t 
want to save a copy, tap the check box to deselect it.
4.Ta p  O K .
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.
NOTEPurging does not happen automatically. You must tap the command to make 
it happen.
Categorizing records
Categorize records in Address Book, To Do List, Note Pad, Memo Pad, and 
Expense so that they are grouped logically and are easy to review. (You can also 
categorize applications. See“Categorizing applications” in Chapter 4 for more 
information.)
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.  
						

							Common tasks
47
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 York and Paris, to show how 
you might sort your expenses according to different business trips.
NOTEThe 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.Ta p  D e t a i l s .
4.Tap the Category pick list to display the list of available categories.
5.Select the category for the record.
6.Ta p  O K .
NOTEIn 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.
NOTEIn the Date Book Agenda view, the pick list is in the upper-right corner 
of the To Do list. 
Tap here 
						

							Chapter 4 Working with Applications
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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 category:
1.Tap the category pick list in the upper-right corner of the list screen.
2.Tap Edit Categories. 
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.
Tap here 
						

							Common tasks
49
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 .
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 current application.
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.
nExpense: Lookup displays the names in your Address Book that have data in the 
Company field. You can add these names to a list of attendees associated with 
an Expense record. 
						

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Using Find
You can use Find to locate any text that you specify, in any application that resides 
on your handheld.
To use Find:
1.Tap the Find icon  .
TIPIf 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. 
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.