Palmone VII Wireless Handheld Instructions Manual

Chapter 4 Page 63
Deleting records
To delete a record in any of the basic applications:
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
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 checked. If you don’t want...

Page 64  Using Your Basic Applications
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 
the Date Book, and To Do List items that you marked as completed 
remain in the list, as do Expense items.
Note:The To Do preferences control which To Do List items appear. 
See “To Do Show Options” later in this chapter for more 
information.
All these...

Chapter 4 Page 65
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — the data on your handheld and Palm Desktop 
software. Changes you make on your handheld or Palm Desktop 
software appear in both places after a HotSync operation. HotSync 
technology synchronizes only the needed portions of files, thus 
reducing synchronization time.
You can synchronize your data either directly or indirectly. Direct 
methods include...

Page 66  Using Your Basic Applications
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
Tip:The bottom edge of the handheld should align smoothly 
with the cradle when it is inserted properly.
2. If the HotSync Manager is not running, start it: on the Windows 
desktop, click Start, and then choose Programs. Navigate to the 
Palm Desktop software program group and choose HotSync 
Manager. Alternatively, you can start the Palm Desktop software 
which automatically opens the...

Chapter 4 Page 67
Important:The first time you perform a HotSync operation, you 
must select a user name in the New User dialog box and 
click OK. Every handheld must have a unique name. To 
prevent loss of a user’s records, never try to synchronize 
more than one handheld to the same user name.
The HotSync dialog box appears and synchronization begins.
4. Wait for a message on your handheld indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
handheld...

Page 68  Using Your Basic Applications
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.
Note:The illustrations in this section come from Address Book, but 
you can use these procedures in all the applications in...

Chapter 4 Page 69
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 category:
1. Tap the category pick list in the upper-right corner of the screen or 
list.
2. Tap Edit Categories. 
3. Tap New.
Tap here
Tap...

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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. 

Chapter 4 Page 71
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 records
Your handheld offers several ways to find information quickly:
nAll applications: Find locates any text that you specify, always 
starting with the current application.
nDate Book, To Do List,...

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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...