Psion Revo Palmtop Computer Instructions Manual
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61 Contacts Editing & deleting contacts To change a contact’s details: 1.Select the contact you wish to edit, then tap on the Edit contact button on the Toolbar or select the command from the File menu. 2.Change the contact details as required, and tap the Save button to save your changes. To delete a contact, select Delete contact from the File menu, or press Del.Note: If you delete a contact accidentally, select Undo delete on the Edit menu to get it back again. Contact labels If the current contact labels are not suitable for the information you wish to enter, you can add, remove and rename the labels used by all new contacts. It is best to set up the labels you want before you start to type in your entries.Note: If you wish to store different types of information, you can use the Data program to create a custom database. See the ‘Data’ chapter for more information on creating your own databases. Contacts.P6503/02/2000, 15:04 61
62 Contacts Changing labels Each individual contact can have different labels to other contact entries. To add a label to a single contact: 1.Open a contact by adding a new contact or editing an existing entry. 2.Tap Add item and select the label to add to the contact.Note: The label you select will only be added to this individual contact.You can add, remove, rename and change the order of labels used for all new contacts. To do this, select Set up labels on the Tools menu, then: ·To add a new label, tap Add item and select a label type. ·To change the name of a label, select it and tap Rename. ·To change the order of a label in the list, select it and use Move up and Move down. ·To delete a label, select it and tap Delete. Note: You can’t delete labels from existing contacts, but you can prevent a label’s title appearing by deleting its contents. Label Page label appears on Contacts.P6503/02/2000, 15:04 62
63 Contacts Exchanging contacts You can exchange contact details with other programs and machines which support the ‘vCard’ standard. You can also exchange contacts using Infrared with other machines which support the ‘vCard’ and ‘IrObex’ standards (see ‘Infrared’ for more details). To do this, use the More command on the File menu to: ·Import information from a vCard file into Contacts. ·Export contacts as a vCard file for use with another program.Note: You can export either the selected contact only, or all contacts currently in view (e.g. the result of a search). Printing contacts You can print either all your contacts, or a group of contacts by using a search. ·Before you print, refer to the instructions in the ‘Printing’ chapter to select a printer. To print contacts: 1.Display the contacts you wish to print.Note: If you do not wish to print all the contacts, either select a single contact, or use the find commands to display a selection of contacts (see ‘Finding contacts’). 2.Use the Printing commands on the File menu: ·Use the Page setup command to control the page size, margins, and add headers and footers. ·Use the Print setup command to specify which contacts to print, and the number of copies. ·Use the Print preview command to see how your printed copy will look. · ·· · ·Use the Print command to print your entries. Contacts.P6503/02/2000, 15:04 63
64 Agenda Agenda What if I already use a PC scheduler? If you already keep your schedule on your PC, use PsiWin to synchronize your PC scheduler with a new Agenda file to quickly bring all your PC entries across. Synchronize regularly to keep the information up to date in both places. For more details, see the ‘PsiWin’ chapter and PsiWin’s on-line Help. You can use the Agenda program as a time manager; for recording appointments, events, birthdays, anniversaries and lists of things to do. When you first open Agenda, you’ll see a planner for the current week, or the “Week view”. You can start adding your appointments and other entries straight away by moving to the appropriate day and typing them in. Note To-do entries Change viewEntry crossing midnight Agenda.P6503/02/2000, 15:04 64
65 Agenda Moving around ·Use the arrow keys to move around the days. ·To go to today’s date; tap the Today button on the Toolbar, or press the Spacebar.. To move back to the day you were at previously, press the Spacebar again. ·To move between pages, tap on the “dog ears” in the bottom corners of the pages. ·To move between dates, tap on the title of the view or press Ctrl+J to see a calendar (you can also press Tab in some views). Highlight the date you want and press Enter. Note: The Agenda has a number of other views, e.g. a Day view and an Anniversary view. You can set preferences to change which view you see when you first open the Agenda program, and customise other aspects of the way Agenda works. See ‘Customising Agenda’ later. Adding appointments & events Agenda has 3 types of entries for appointments and events: ·Timed day entries for appointments that have a specific start time and duration, e.g. a meeting or dental appointment. The duration can be displayed in the Agenda views so that you can see when you are busy. ·Untimed day entries for an appointment without a specific start time or duration. ·Events for entries that last a specified number of days, but do not have start and end times, e.g. holidays. Timed & untimed entries To enter a “timed” or “untimed” day entry: 1.Move the cursor to the date of the appointment and start typing. The New entry dialog is shown where you can set the start time and duration of the appointment. If the appointment does not need a start time, remove the tick from the Timed entry box. Agenda.P6503/02/2000, 15:04 65
66 Agenda ·A timed entry appears with a start time, and can also be displayed with a duration. Entries which cross midnight are marked with « on subsequent days. ·An untimed entry appears with a bullet and is displayed in the time slot where you type it in. 2.You can set the duration or end time of a timed entry in the New entry dialog, or tap the Alarm/ More button and move to the Details page to enter a duration longer than 23 hours.Note: Each view has a standard entry type that is created when you start to type. To add other types of Agenda entry, select Create new entry from the Entry menu, and then select the type of entry you want. You can change the standard entry type for each view. See ‘Customising Agenda’ later. Events To enter an event: 1.Select Event from the Create new entry commands on the Entry menu. 2.Type in the details of the event, e.g. ‘Holiday in Spain’, and set the start date and duration in days. Event entries are marked with a flag symbol ( ). “Pencilling in” a tentative entry To pencil in an Agenda entry, e.g. to reserve a time slot for an appointment that has not been confirmed: ·Tap the Alarm/More button in the New entry dialog, move to the Other page and tick the Tentative entry box. The entry will be displayed as grey text in the Agenda views. ·To confirm a tentative entry: highlight the entry, then select Make tentative from the Entry menu (this removes the tick from the menu command). Viewing entries Agenda has the following views, for looking at Agenda entries in different ways: ·Day view shows all the entries for one day, hour by hour. ·Week view shows the entries for the whole week. ·Anniversary view shows birthdays, anniversaries, etc. Agenda.P6503/02/2000, 15:04 66
67 Agenda ·Busy view shows your free and busy time over a two week period. ·To-do view shows lists of things to do. Switch between the views by tapping on the View button or using the Switch view commands on the View menu.Note: You can set preferences to change the way the views look. See ‘Customising Agenda’ later. Checking today’s appointments & to-do’s To quickly check all of today’s appointments and to-do’s, move to the System screen and tap on the Today button on the Toolbar. For more details, see the ‘Today’ section of the ‘Files, folders & programs’ chapter. Entry symbols You can group entries together using “entry symbols”. An entry symbol is a letter you can use to identify particular entries, e.g. ‘M’ for meetings. Event entry Untimed day entry Timed day entry Agenda.P6503/02/2000, 15:04 67
68 Agenda Birthdays and anniversaries To enter an anniversary, e.g. for a birthday: 1.Move to the Anniversary view and just start typing, or select the command for creating a new anniversary entry from the Entry menu in any view. 2.Type in the details of the anniversary, e.g. ‘Jane’s birthday’ and set the day and month of the anniversary. 3.Tap the Alarm/More button if you wish to specify other details about the anniversary, e.g. the start year, whether you want to see the start year (e.g. a person’s year of birth), and/or the number of years since the start year (e.g. their age). Anniversaries are marked with a candle symbol ( ). Reminders for entries - alarms To set an alarm for an Agenda entry: 1.Highlight the entry and select Set alarm from the Entry menu. ·To set an alarm while adding an entry, tap the Alarm/More button in the New entry dialog and move to the Alarm page.2.Set the amount of warning that you want, or the time at which you want the alarm, and select the alarm sound you want (tap Test to hear it). Entries which have alarms are marked with a bell symbol ( ). ·To remove an alarm, select the Set alarm command from the Entry menu, then remove the tick from the Has alarm box. Will alarms still ring if I close Agenda? If you close an Agenda file, your Revo will not be able to ring any further Agenda alarms from that file until you open it again. If you use alarms a lot in your Agenda, it is a good idea to leave the Agenda file open when you are not using it, even when your Revo is switched off. If you do need to close the Agenda file, do not set an alarm and then immediately close the file or switch off. This is because the Agenda program needs a few seconds to calculate when the next alarm should ring, and if you switch off before the calculation is complete, your Revo’s clock will not have been informed to sound the alarm. Agenda.P6503/02/2000, 15:04 68
69 Agenda Finding entries and dates To search through the Agenda entries for a particular piece of text, for entries with particular settings, or for a particular entry symbol: 1.Select the Find command from the Edit menu. 2.Type the text you want to find (you can leave the line blank if you want to list all entries). Select the dates you want to search using the range lines. Select any other settings as appropriate; tap the Options button to select the entry types you want to find. A list of matching entries is shown. Highlight an entry in the list and press Enter to display it in full. Use the commands from the Edit menu to go to the previous or next entry or to go to a specific day. Using the calendar Move to a specific day using the built-in calendar. To display the calendar, tap on the date titles or press Tab to display it in the Day, Week, or Anniversary views; alternatively select the Calendar commandfrom the View menu in any view. Today’s date is circled, and the currently selected date is highlighted. In a calendar you can: ·Tap the buttons in the top of the calendar to see a 1 or 3 month calendar. ·Tap on the “dog ears” in the bottom corners of the calendar to move between the calendar “pages”. ·Use the left and right arrow keys to move between days. Press the Ctrl and Shift keys at the same time to move to the same date in the previous or next month. Press Ctrl at the same time to move to the same day in each month (e.g. the 2nd Saturday), or press Fn to move to the first or last date on the “page”. Highlight the day you want, and tap on it or press Enter to move to that day. Changing and deleting entries ·To move or copy an entry: use the Cut or Copy commands from the Edit menu. Move the cursor to the new entry position and paste the entry. All entry details are transferred to the new location and alarm settings are adjusted accordingly. Agenda.P6503/02/2000, 15:04 69
70 Agenda ·To change an entry’s “type”, e.g. to change a day entry to an event: highlight the entry and select Change type from the Entry menu. Select the new entry type and enter the settings for the new entry. ·To change the entry text: highlight the entry you want to change, then tap on it or press Enter. Edit the text, making use of the normal text selection and emphasis keys. If you wish to change the font, letter size, etc. tap the Alarm/ More button, then move to the Text page. If you want to move an entry, change the entry time and/or date. Deleting entries & crossing out To remove an individual entry from Agenda, highlight it and press Del or select Delete from the Edit menu.Note: You don’t have to delete entries in the past, as these can be removed automatically by “tidying” the Agenda file. See ‘Tidying an Agenda file’ later. If you want to mark an entry as completed, without removing it from the Agenda, select Cross out from the Entry menu. Crossed out entries appear in the Agenda views with a line through them, and any alarm for these entries will be cancelled. Repeating entries You can set an entry to repeat automatically, e.g. a monthly meeting. 1.Highlight the entry and select Set repeat from the Entry menu. 2.Set up the repeat type as appropriate, e.g. Daily, Monthly, Weekly etc. You can set the repeat to: ‘Monthly by date’, e.g. the 7th of each month; ‘Monthly by days’, e.g. the first Monday of each month; ‘Yearly by date’, e.g. once every year on the same date; or ‘Yearly by day of week’, e.g. the third Tuesday in March every year. 3.Tap the Alarm/More button to set up the days and dates for the repeats (except for ‘Daily’ repeats). Set the interval for how many days, weeks, months or years you want between repeats. ·If you only want the entry to repeat a few times, remove the tick from the Repeat forever line; then set the number of occurrences, or type in the date of the last occurrence on the Until line. ·If you only want to see the next occurrence of a repeated entry, tick Next only. Repeating entries are marked with ». Agenda.P6503/02/2000, 15:04 70