Handspring Visor Edge Handheld User Guide

							Chapter 5 Page 63
Chapter 5
Common Tasks
This chapter provides instructions on how to do tasks that you can do 
in most or all of the basic applications. It’s easy to transfer what you 
learn in one application to the others because the structure and 
behavior of all the applications are quite similar. The term “records” 
is used to refer to an individual item in any of the basic applications: a 
single Date Book Plus event, Address entry, To Do List item, Memo 
Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date 
Book Plus, Address, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book Plus only: Select a record type from the pop-up list, 
select start and end times for your event, and then tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address and Memo Pad only: Tap Done.
There’s no need to save the record because your Visor™ Edge 
handheld computer saves it automatically. 
						

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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 edit lines
Entering text
For information on how to enter text using Graffiti writing, the 
onscreen keyboard, or the keyboard attached to your computer, see 
Chapter 2.
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. You can drag across
 the 
text to select additional words, or drag down
 to select a group of 
lines.
Tip:
To select a word, double-tap the word. To select a whole 
line, triple-tap the line.
The following commands may appear in an Edit menu:
Edit line 
 Blinking cursor 
						

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Undo
Reverses 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. 
Cut
Removes 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.
Copy
Copies 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.
Paste
Inserts 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 All
Selects 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.
Keyboard
Opens the onscreen keyboard. When you finish 
with the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti 
character strokes. Use this command anytime 
you forget a stroke for a character. 
						

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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 and Date Book Plus: Delete Event
Address: 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 to save a copy, 
tap the check box to remove the check.
4. Tap OK.
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 the Details dialog box of the application, tap Delete, and then 
tap OK.
nDelete the text of the record.
nTap the Delete icon   on the Command toolbar.
Note:
In Date Book and Date Book Plus, if you delete the text of 
a repeating event, you delete all instances of that event.  
						

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Purging records
Over time, as you use Date Book or Date Book Plus, 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 Plus, and To Do 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 
Plus or To Do List records might prove useful later, you can purge 
them from your handheld and save them in an archive file.
Purging is also available in Mail. See Chapter 7 for more information.
Purging is not available in Address or Memo Pad, so delete outdated 
records 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, Date Book Plus: 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, Date Book Plus, 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 checked. If you don’t want to save a copy, 
tap the check box to remove the check box.
4. Tap OK.
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.
Note:
Purging does not happen automatically. You must tap the 
command to make it happen. 
						

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Exchanging and updating data: 
HotSync operations
The HotSync process automatically synchronizes — that is, exchanges 
and updates — data between your handheld and desktop software. 
Changes you make on your handheld or 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 directly by 
connecting your handheld to your computer with the cradle or by 
beaming the data from the IR port on your handheld to the IR port on 
your computer, or indirectly with a modem or network. See Chapter 
8 for information about performing HotSync operations via the IR 
port, a modem, or a network.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user 
information on both the handheld and Palm Desktop software. After 
you enter this information and synchronize, the HotSync Manager 
recognizes your handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a 
group of users, you may want to create a user profile. See “Creating a 
user profile” in Chapter 8 before performing the following steps.
Important:
You must use the cradle for your first
 HotSync operation.
The following steps assume that you have already installed the Palm 
Desktop software. If you have not installed this software, see 
“Installing Palm Desktop software”  in Chapter 1 for instructions. 
						

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

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Important:
The first time you perform a HotSync operation, you 
must enter a user name in the New User dialog box and 
click OK. Every handheld should 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.
4. From the Select User dialog box, choose the user name you 
assigned to your handheld.
The HotSync Progress dialog box appears and synchronization 
begins. 
 
5. Wait for a message on your handheld indicating that the process is 
complete.
After the HotSync process is complete, you can remove your 
handheld from the cradle.
Categorizing records
Categorize records in the Address, To Do List, Memo Pad, and 
Expense applications so that they are grouped logically and are easy 
to review. (You can also categorize applications. See “Using the 
Applications Launcher” in Chapter 3 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. 
						

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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. 
Address 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 for different business trips.
Note:
The illustrations in this section come from Address, but you 
can use these procedures in all the applications in which 
categories are available. Categories are not available in Date 
Book and Date Book Plus.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK. 
						

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To display a category of records:
1. Tap the category pick list in the upper-right corner of the list 
screen.
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.
2. Tap Edit Categories. 
3. Tap New.
Tap here
Tap here