Palm M100 Handheld Instructions Manual

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Note:
User names appear in the User pop-up on the right side of the 
toolbar. You can change users by selecting a new name in the 
pop-up menu. 
Each subsequent time you perform a HotSync operation, HotSync 
Manager reads the user name from your handheld and synchronizes 
the data in the folder of the same name.
Note:
Be sure you select the correct user name from the User pop-up 
before entering data on Palm Desktop or performing a 
HotSync operation.
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 5 before performing the following steps.
Important:
You must perform your first
 HotSync operation with a 
local, direct serial connection.
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.
To perform a local HotSync operation on a Macintosh:
1. Connect your handheld to the HotSync cable.
2. Make sure HotSync Manager is enabled: Double-click the HotSync 
Manager icon in the Palm folder. Click the HotSync Controls tab 
and make sure the Enabled option is selected.
3. Press the HotSync button   on the cable. 
						

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The HotSync Progress dialog box appears followed by the Select 
User dialog box.
4. In the Select User dialog box, select the user name you entered when 
you installed the Palm Desktop software, and click OK.
The HotSync Progress dialog box reappears 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 the HotSync 
cable from your handheld.
HotSync 
button 
						

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Beaming information
Your handheld is equipped with an IR (infrared) port that you can use 
to beam information to another Palm OS handheld that’s close by and 
also has an IR port. The IR port is located in the upper-right corner on 
the back of your handheld, behind the small dark shield. 
You can beam the following information between Palm OS handhelds:
nThe record currently displayed in Date Book, Address Book, To Do 
List, Note Pad, or Memo Pad
nAll records of the category currently displayed in Address Book, 
To Do List, Note Pad, or Memo Pad
nA special Address Book record you designate as your business 
card that contains information to exchange with business contacts
nAn application installed in RAM memory
Note:
You can also perform HotSync operations using the IR port. 
See “IR HotSync operations” in Chapter 5 for more details.
To beam a record or category of records:
1. Locate the record or category you want to beam.
2. Tap the Menu icon  .
3. Tap Record, and then tap one of the following:
Beam record (The word record is replaced with event, entry, 
item, note, or memo based on the application.)
Beam Category
4. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld.
Tip:
For best results, Palm m100 handhelds should be between 10 
centimeters (approximately 4 inches) and 1 meter 
(approximately 39 inches) apart, and the path between the two 
handhelds must be clear of obstacles. Beaming distance to 
other Palm OS handhelds may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld. 
						

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To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon  .
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:
Some applications are copy-protected and cannot be 
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld.
To beam your business card:
1. Create an Address Book entry that contains the information you 
want on your business card.
2. Tap the Menu icon  .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
5. Press the Address Book application button   for about two 
seconds to beam your business card.
Note:
Once you complete steps 1 through 4 to select an entry as your 
business card, you don’t need to repeat this process. Simply 
press the Address Book application button for about two 
seconds to beam your business card.
To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting 
handheld to open the Beam dialog box.
3. Select a category for the incoming information, create a new 
category, or leave the information unfiled. 
						

							Page 69  Using Your Applications
4. Tap Yes. 
Tips on beaming information
nYou can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 6 for more information. 
nYou can draw the Graffiti Command stroke to activate the 
Command toolbar, and then tap the Beam icon. 
nYou can use the Graffiti Command stroke /B to beam the current 
entry.
Categorizing records
Categorize records in the Address Book, To Do List, Note Pad, and 
Memo Pad 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.
System-defined and user-defined categories
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 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.).
Note:
The illustrations in this section come from Address Book, but 
you can use these procedures in all the applications in which 
categories are available.  
						

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To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book 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.
Note:
In the Address Edit, Note, and Memo screens you can tap the 
category name in the upper-right corner of the screen and 
select a new category for the current record.
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list 
screen.
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.
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. Tap Edit Categories. 
3. Tap New.
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.
Tap here 
						

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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.
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, Memo Pad: Phone Lookup displays the Address 
list screen and lets you add the information that appears in this list to 
a record.
nAddress Book: The Look Up line lets you enter the first letters of a name 
to scroll immediately to that name. 
						

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Looking up Address Book records
When working with Address Book, the scroll buttons on the front 
panel of your handheld make it easy to navigate among your address 
entries. 
nIn the Address list screen, pressing the scroll buttons moves up or 
down an entire screen of records. If you hold down a scroll button, 
you accelerate the scrolling and display every third screen.
nIn the Address view screen, pressing the scroll buttons moves to 
the previous or next address record.
You can also use the Address list Look Up feature to quickly scroll to 
any of your Address Book entries. 
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 a “c” scrolls 
to “Cain,” and writing “car” scrolls further to “Carpenter.” If 
you sort the list by company name, the Look Up feature scrolls 
to the first letter of the company name.
3. Tap the record to view its contents.
Look Up line 
						

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Using Find
You can use Find to locate any text that you specify, in any 
application.
To use Find:
1. Tap the Find icon  .
Tip:
If you select text in an application before you tap Find, the 
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find. 
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 “air-
plane.”
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 be-
fore 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.
Using Phone Lookup
Phone Lookup displays the Address list screen and lets you add the 
information that appears in this list to a record.