Palmone Tungsten E Handheld Instructions

							81
CHAPTER 7
Using Contacts
Contacts enables you to maintain names, addresses, phone numbers, and 
other information about your personal or business contacts. 
NOTECertain tasks are common among several handheld applications. For more 
information, see Chapter 4, “Working with Applications.”
To open Contacts: 
nPress the Contacts application button on the front panel of your handheld. 
Contacts opens to display the list of all your records.
TIPPress the Contacts application button repeatedly to cycle through the categories 
in which you have records. Pressing and holding the application button will beam 
your business card to another handheld. See “Creating a business card” later in this 
chapter for information.
Creating a contact
You can create contacts on your handheld, or you can use Palm™ Desktop software 
to create contacts on your computer and then transfer the contacts to your 
handheld with your next HotSync
® operation.
Contacts button  
						

							Chapter 7 Using Contacts
82
To create a new contact:
1.Press the Contacts application button   on the front of your handheld to 
display the Contacts list.
2.Ta p  N e w.
3.Tap each field for which you have contact information and enter the 
information. The features described in the following table help streamline and 
organize contact data entry.
TIPTap the scroll arrows   to move to the next page of information. See 
“Options menus” later in this chapter for information on the custom fields that 
appear at the bottom of the Contact Entry screen.
Field name Feature
All fields except numeric and 
e-mail fieldsThe handheld automatically capitalizes the 
first letter of each field. You do not have to 
use the Graffiti
® 2 capital stroke to 
capitalize the first letter of the name.
Title, Company, City, and 
StateText appears for the first logical match that 
exists in your Contacts list. As you enter 
more letters, a closer match appears. For 
example, you may already have 
Sacramento and San Francisco in your 
Contacts list. 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.
AddressYou can enter up to three addresses. Each 
address contains five fields: Addr, City, 
State, Zip Code, and Country. You can 
designate an address as work (W), home 
(H), or other (O). By default, Contacts 
enters the first address as work.
Ta p  N e w 
						

							Creating a contact
83
4.After you finish entering information, tap Done.
TIPTo create a contact that always appears at the top of the Contacts list, begin the 
Last name or Company field with a symbol, as in *If Found Call*. This contact can 
contain contact information in case you lose your handheld. Birthday
To enter contact birthday information, do 
the following:
1.Tap in the box, use the left and right 
arrows to scroll to the year you want, 
and then tap to select the birth month 
and date (or tap Today to select the 
current date as the birthday).
TIPIf you do not select a year, the 
current year is displayed. Tap and hold 
the left or right arrow to scroll quickly 
through the years.
2.If you want a reminder, select the 
Reminder check box, enter the number 
of days in advance of the birthday that 
you want the reminder to appear, and 
then tap OK.
TIPBirthdays you enter in Contacts 
appear as untimed events in 
Calendar. If you update the birthday 
in Contacts, it automatically updates 
in Calendar as well.
Field name Feature 
						

							Chapter 7 Using Contacts
84
Displaying additional contact fields
The Contact Edit screen displays certain fields by default. You can customize the 
Contact Edit screen to display additional fields that you want.
If you display an additional field and leave it blank, the field is not displayed when 
you return to the Contact Edit screen. You must enter information into the field in 
order for it to continue to display on the Contact Edit screen.
To display additional contact fields:
1.Tap the plus button on the lower-right corner of the Contact Edit screen.
2.Select the field you want displayed. The fields appear in a preset order on the 
Contact Edit screen.
NOTEEach field type can be displayed a certain number of times on the 
Contact Edit screen; for example, you can display multiple IM fields. Contacts 
sets a maximum number for how many times each field type can appear on the 
screen. Once you reach this maximum (for example, the maximum number of 
IM fields is displayed), the field type no longer appears on the pop-up list.
Selecting field types
You can select the types of phone numbers or e-mail addresses, as well as specify 
the instant messenger (IM) account, that you associate with a contact. Any changes 
you make apply only to the current contact. 
Ta p  h e r e
Select field 
						

							Creating a contact
85
To select field types in a contact:
1.Tap the contact that you want to change. 
2.Tap Edit.
3.Tap the pick list next to the label you want to change. 
4.For phone numbers and e-mail addresses: Select a new label.
For IM accounts: Select the IM service you want to use, or select IM if you do 
not want to specify a service. You must set up an IM account with a service 
provider to use IM on your handheld. See “Making connections from Contacts” 
later in this chapter for more information.
Ta p  
triangle
Select from 
list
Select from 
list 
						

							Chapter 7 Using Contacts
86
Changing Contact details
The Contact Details dialog box provides a variety of options that you can associate 
with a contact. 
To open the Contact Details dialog box:
1.Tap the contact whose details you want to change.
TIPYou can also use the navigator to open a contact. See“Using the 
navigator” in Chapter 2 for instructions.
2.Tap Edit, and then tap Details.
3.Select any of the following settings:
Creating a business card
You can create a contact to contain your business card information: your name, 
company, and contact information. You can then beam this business card 
information to other handhelds. See“Beaming data” in Chapter 3 for information 
on setting up and beaming business card information.
Making connections from Contacts
You can use the contacts in your Contacts list 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 the CD-ROM that comes 
with your handheld, and others may be available from third-party developers and 
are sold separately. Most of these applications require a GSM mobile phone (sold 
separately) that is compatible with your handheld.
Show in ListSelect which type of phone or other information appears in 
the Contacts 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 
Contacts list, depending on which information is displayed. 
If you select E-mail, no identifying letter is displayed.
CategoryAssign the contact to a category. 
PrivateHide this contact when Security is turned on. 
						

							Making connections from Contacts
87
Quick Connect
If you have a compatible GSM mobile phone (sold separately) and you install the 
Telephony/SMS applications from the CD-ROM, you can use Quick Connect to 
select a contact and initiate a related task with one hand, using the navigator. You 
can also configure which application opens when you choose a specific Contacts 
record field, and whether to add a prefix to all phone numbers.
To use Quick Connect from a contact:
1.Open the contact 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 
Contacts 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.
To use Quick Connect from the Contacts list:
1.Highlight the contact to which you want to connect. 
2.Tap the Menu icon  .
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.
NOTETo use the Quick Connect feature, you must have all the requirements 
for that connection type. For example, to connect by tapping an e-mail address, 
you must have installed the e-mail application on your handheld and have an 
e-mail account with an Internet service provider (ISP). See the documentation 
included with the desired connection type for requirements to use that 
connection type. 
						

							Chapter 7 Using Contacts
88
To configure Quick Connect settings:
1.From the Quick Connect dialog box, tap Settings.
2.(Optional) Tap the Number Prefix check box, and then 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 a contact and initiate a related task by tapping 
it with the stylus. By default, Tap-to-Connect is not enabled. You must install the 
Telephony/SMS application from the CD-ROM to access and use this feature.
To enable Tap-to-Connect:
1.From the Contacts list, tap the Menu icon  .
2.Select Option, and then select Preferences.
3.Tap Enable Tap-to-Connect.
4.Ta p  O K .
TIPYou can also configure which application opens when you tap a specific 
Contacts 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 contact to which you want to connect. 
2.Tap an item.
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. 
						

							Using Contacts menus
89
3.(Optional) Tap the number to edit it.
For example, you might want to add an area code, a 1, or a country code to a 
phone number.
Using Contacts menus
Contacts menu commands 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 
Contacts list screen or the Contacts Edit screen.
Record menus 
Duplicate 
ContactMakes a copy of the current record and displays the copy in 
Contacts 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. This 
command appears only after you install the Telephony/SMS 
application from the CD-ROM, and the options that are available 
depend on the software installed on your handheld. 
Send CategoryOpens a dialog box where you can choose how you want to send 
all records in the selected category to another device. This 
command appears only after you install the e-mail or 
SMS application from the CD-ROM, and the options that are 
available depend on the software installed on your handheld. 
Send ContactOpens a dialog box where you can choose how you want to send 
the selected contact to another device. This command appears 
only after you install the e-mail or SMS application from the 
CD-ROM, and the options that are available depend on the 
software installed on your handheld.  
						

							Chapter 7 Using Contacts
90
Options menus
PreferencesOpens a dialog box where you can choose Contacts display 
options.
Remember Last Category. Determines how Contacts 
appears when you return to it from another application. If 
you select this check box, Contacts shows the last category 
you selected. If you deselect it, Contacts displays the 
All category.
Rename Custom 
FieldsThese custom fields appear at the end of the Contacts Edit 
screen. Rename them to identify the kind of information 
you enter in them. The names you give the custom fields 
appear in all contacts. 
You can use these custom fields to track additional 
information in your Contacts records, such as names of 
spouses, children, or any other details.
About ContactsShows version information for Contacts.