Palmone Tungsten E Handheld Instructions

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Purging records
Over time, as you use Calendar, Tasks, and Expense, you’ll accumulate records in 
these applications that have outlived their usefulness. 
All these outdated records take up memory on your handheld, so it’s a good idea 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 Calendar or Tasks records might 
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 Contacts, Palm Photos, Note Pad, or Memos. You must 
delete outdated records manually from these applications.
To purge records:
1.Open the application.
2.Tap the Menu icon  . 
3.Select Purge on the Record menu. 
A confirmation dialog box appears. 
Calendar: 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.
Calendar, Tasks: 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.
Expense: Select the category you want to purge. All data in the selected category 
will be purged and there is no archive option.
4.Tap OK, or in Expense, tap Purge.
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.
Categorizing records
You can organize records in the Calendar, Contacts, Palm Photos, Note Pad, Tasks, 
Memos, and Expense applications so that they are grouped logically into 
categories and are easy to review. In Palm Photos, categories are called albums. As 
we refer to categories throughout this section, we are also referring to albums 
unless otherwise noted.
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 most 
applications.  
						

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The illustrations in this section come from Contacts, but you can use these 
procedures in all the applications in which categories are available. The only 
exception is that the steps for moving photos into albums is slightly different. 
See“Filing photos in albums” in Chapter 11 for details.
To move a record into a category:
1.Select the record you want to categorize.
2.In Contacts only: Tap Edit.
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, and then tap OK.
NOTEIn Contacts, Note Pad, and Memos, you can select the category name in 
the upper-right corner of the screen to assign the item to a different category.
To display a category of records:
1.Tap the category pick list in the upper-right corner of the list screen.
NOTEThe category pick list does not display by default in the Calendar 
application. To display the category pick list in Calendar, see“Setting Day View 
display options” in Chapter 5.
2.Select the category you want to view.
The list screen now displays only the records assigned to that category.
TIPPress an application button on your handheld to scroll through all the 
categories of that application except for Unfiled. This feature is not available in 
all applications.
Tap here 
						

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To define a new category:
1.Tap the category pick list in the upper-right corner of the screen or list.
2.Select 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.
To rename a category:
1.Tap the category pick list in the upper-right corner of the screen or list.
2.Select Edit Categories. 
3.Select the category that you want to rename, and then tap Rename.
Calendar only. Select the category that you want to rename, and then tap Edit.
Tap here 
						

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4.Enter the new name for the category, and then tap OK.
5.Ta p  O K .
TIPYou can group the records within 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 for you to find information quickly. This section 
describes the most common methods.
Using Find
You can use Find to locate any text that you specify, in any application that resides 
on your handheld. Find does not search applications that reside on an expansion 
card.
To use Find:
1.Tap the Find icon  .
2.Enter the text that you want to find. 
TIPIf you select text in an application before you tap Find, the selected text 
automatically appears in the Find dialog box.
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. 
						

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Looking up Contacts records
In Contacts, you can use the Look Up line with the stylus or navigator to look up 
and quickly scroll to any of your Contacts entries.
To look up a Contacts record with the stylus:
1.From the Contacts list screen, 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 company name.
2.Tap the record to view its contents.
To look up a Contacts record with the navigator:
1.From the Address list screen, press Right on the navigator to display the 
Quick Look Up line.
2.Press Up and Down on the navigator to select the first letter of the name you 
want to find.
The list scrolls to the first entry that begins with that letter.
3.Press Right on the navigator to move to the next letter box.
The Quick Look Up line displays only letters that are a possible match for that 
position. For example, in the screen shown here, if you enter c in the first box, 
only the letters a, h, and o appear in the second box.
Look Up line
Quick Look Up line 
						

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If there is only one possible match for a particular position, the highlight jumps 
to the next position.
4.Press Up or Down on the navigator to select the next letter of the name you want 
to find.
The list then scrolls to the first entry that starts with those two letters. For 
example, selecting s scrolls to “Sands,” and selecting sm scrolls further to 
“Smith.” If you sort the list by company name, the Quick Look Up feature 
scrolls to the matches for the company name.
5.Repeat steps 4 and 5 until the entry you want appears in the list.
6.Press Select on the navigator to highlight the record you want.
7.Press Select on the navigator to view the contents of the selected record.
TIPIf there is only one possible match for the letters you selected, the contents 
of the record automatically display.
Using Phone Lookup
Phone Lookup displays the Contacts list screen. You can add to a record the 
information that appears in this list.
To use Phone Lookup:
1.Display the record in which you want to insert a phone number. The record can 
be in Calendar, Tasks, Memos, or any other application that takes advantage of 
this feature.
2.Tap the Menu icon  .
3.Select Options, and then select Phone Lookup.
4.Begin to spell the last name of the name you want to find. 
The list scrolls to the first record in the list that starts with the first letter you 
enter. Continue to spell the name you’re looking for; when you see the name, 
tap it. 
5.Tap Add.
The name you selected, along with the information associated with it, is pasted 
into the record you selected in step 1. 
						

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Sorting lists of records
Sorting is available in applications that have list screens: Contacts, Note Pad, Tasks, 
Memos, and Expense. You can also sort photos in Palm Photos. See“Creating an 
album” in Chapter 11 for details.
NOTEYou can also assign records to categories. See “Categorizing records” earlier 
in this chapter.
To sort records in Expense:
1.Open the application to display the list screen.
2.Tap Show.
3.Tap the Sort by pick list, and then select an option.
4.Ta p  O K .
To sort records in Contacts, Note Pad, Memos, and Tasks:
1.Open the application to display the list screen.
2.Tap the Menu icon  .
3.Select Options, and then select Preferences.
Contacts
Note Pad
Memos
Ta s k s 
						

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4.Do one of the following:
Contacts: Tap the setting you want.
Note Pad: Tap the Sort by pick list, and then select Alphabetic, Date, or Manual.
Memos: Tap the Sort by pick list, and then select Alphabetic or Manual.
Tasks: Tap the Sort by pick list, and then select the sort criteria you want.
5.Ta p  O K .
To sort the Note Pad or Memo list manually, tap and drag a note or memo to a 
new location in the list. 
To make the list appear in Palm Desktop software as you manually sorted it on 
your handheld, open the application in Palm Desktop software, and then click 
Sort by. Then select Order on Handheld.
Attaching notes
In Contacts, Calendar, Palm Photos, Tasks, and Expense, you can attach a note to a 
record. A note can be up to several thousand characters long. For example, for an 
appointment in Calendar, you can attach a note with directions to the location.
To attach a note to a record:
1.Display the entry to which you want to add a note. 
To display an entry, tap it or press Up or Down on the navigator to highlight it, 
and then press Select on the navigator.
2.In Contacts only: Tap Edit.
3.Ta p  D e t a i l s .  
4.Tap the Note button  .
5.Enter your note.
6.Ta p  D o n e .
A small note icon appears at the right side of any item that has a note.
To review or edit a note:
nTap the Note icon  .
TIPIn Calendar, you can also highlight the event that contains the note, press Select 
on the navigator to open the note, and then press Select on the navigator again to 
close the note. 
Note icon 
						

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To delete a note:
1.Tap the Note icon  .
2.Tap Delete, and then tap Yes.
Choosing fonts
In many applications, you can change the font style to make text easier to read. You 
can choose small, small bold, large, or large bold fonts in each application that 
enables you to change the font style.
To change the font style:
1.Open an application.
2.Tap the Menu icon  . 
3.Select Options, and then select Font.
4.Tap the font style you want to use.
5.Ta p  O K .
Small fontLarge font
Small bold 
font
Large bold 
font
Tap here for 
small fontTap here for small bold font
Tap here for large bold fontTap here for large font 
						

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Receiving alerts
You can receive alerts on your handheld and in Palm Desktop software.
Receiving alerts on your handheld
When you use certain application settings, your handheld can alert you to any of 
the following:
nAn appointment set in Calendar
nA task entered in Tasks
nA note created in Note Pad
nAn alarm set in World Clock
nE-mail messages received in the VersaMail application
When an alert occurs, your handheld displays a reminder message. If you tap 
Snooze in response to an alert message, your handheld reminds you of the item 
again in five minutes. The Reminders screen displays alerts that await attention.
Receiving alerts from Palm Desktop software
You can set an option to receive Calendar event alerts from Palm Desktop software. 
The feature is disabled by default, so you must enable it within Palm Desktop 
software.
To enable an event alert from Palm Desktop software:
1.Double-click the Palm Desktop icon.
2.From the Tools menu, select Options, and then select Alarms.
3.Set Alarm Configuration options, either Always Available or Available only 
when the Palm Desktop is running.
4.(Optional) To hear an alert sound as well as receive an alert message, select the 
check box Play audible notification with alarm dialog box.
5.Click OK.