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Palm M515 Color Handheld Instructions Manual

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    							Chapter 5 Page 71
    Note:Press the Note Pad application button repeatedly to cycle 
    through the categories in which you have items.
    Memo Pad
    Memo Pad provides a place to take notes that are not associated 
    with records in Date Book, Address Book, or To Do List.
    In Memo Pad, you can do the following:
    nUse Graffiti® characters to store memos, lists, or any other text 
    message on your handheld. 
    nDrag and drop memos into popular computer applications like 
    Microsoft Word when you synchronize using Palm Desktop 
    software and HotSync technology.
    nAssign memos to categories so that you can organize and view 
    them in logical groups.
    nWrite down phone numbers and other types of information. Later, 
    you can copy and paste this information to other applications. 
    To open Memo Pad:
    1. Tap the Applications icon  . 
    2. Tap the Memo Pad icon  . 
    Calculator
    Calculator enables you to perform addition, subtraction, 
    multiplication, division, and square root operations.
    In Calculator, you can do the following:
    nPerform basic calculations.
    nStore and retrieve values.
    nDisplay the last series of calculations, which is useful for 
    confirming a series of “chain” calculations.
     Note Pad button 
    						
    							Page 72  Using Your Basic Applications
    To open Calculator:
    nTap the Calculator icon   next to the Graffiti writing area.
    Expense
    Expense lets you keep track of your expenses and then transfer 
    the information to a spreadsheet on your computer.
    In Expense, you can do the following:
    nRecord dates, types of expenses, amount spent, payment method, 
    and other details associated with any money that you spend.
    nAssign expense items to categories so that you can organize and 
    view them in logical groups.
    nKeep track of vendors (companies) and people involved with each 
    particular expense.
    nLog miles traveled for a particular date or expense category.
    nSort your expenses by date or expense type.
    nTransfer your expense information to a Microsoft Excel 
    spreadsheet (version 5.0 or later) on your computer. (Microsoft 
    Excel is not included in the handheld package.)
    To open Expense:
    1. Tap the Applications icon  .
    2. Tap the Expense icon  .
    Clock
    Clock enables you to view the current time and date and to set 
    an alarm.
    In Clock, you can do the following:
    nView the current time and date.
    nOpen a preferences screen where you can set the time and date for 
    Calculator 
    icon 
    						
    							Chapter 5 Page 73
    all the applications on your handheld.
    nSet an alarm.
    To open Clock:
    1. Tap the Applications icon  . 
    2. Tap the Clock icon  .
    Tip: You can also tap the clock icon   in the upper-left corner of 
    the Graffiti writing area to open clock.
    Common tasks
    The tasks described in this section use the term “records” to refer to an 
    individual item in any of the applications: a single Date Book event, 
    Address Book entry, To Do List item, Note Pad note, Memo Pad 
    memo, or Expense item.
    Creating records
    You can use the following procedure to create a new record in Date 
    Book, Address Book, To Do List, Note Pad, 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 only: Select start and end times for your appointment 
    and tap OK.
    4. Enter text for the record.
    5. (Optional) Tap Details to select attributes for the record. (Not 
    available in Note Pad.)
    6. In Address Book, Note Pad, and Memo Pad only: Tap Done.
    There’s no need to save the record because your handheld saves it 
    automatically.
    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 dotted edit lines 
    						
    							Page 74  Using Your Basic Applications
    Note: In Note Pad you can write anywhere on the screen. So, you 
    will not see an edit line or blinking cursor. 
    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. For information on entering text in Note Pad, see “Note 
    Pad” later in this chapter.
    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 (in black). 
    Note:You can also double tap to select a word, or triple tap to 
    select a line of text.
    You can also drag across the text to select additional 
    words, or drag down to select a group of lines.
    The following commands may appear in an Edit menu:
    UndoReverses 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. 
    Edit line 
     Blinking cursor 
    						
    							Chapter 5 Page 75
    Note: In Note Pad, the Edit menu appears only when the title of a 
    note is selected. To edit a note in Note Pad, use the eraser tool 
    to remove lines, and the pen tool to add lines.
    Deleting records
    To delete a record:
    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
    Note Pad: Delete Note
    CutRemoves 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. 
    CopyCopies 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.
    PasteInserts 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 AllSelects 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.
    KeyboardOpens the onscreen keyboard. When you finish 
    with the onscreen keyboard, tap Done.
    Graffiti HelpOpens screens that show all the Graffiti 
    character strokes. Use this command anytime 
    you forget a stroke for a character. 
    						
    							Page 76  Using Your Basic Applications
    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. (The archive check box does 
    not appear in Note Pad because you can’t archive Note Pad notes.)
    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 Date Book, Address Book, To Do List, and Memo Pad, open the 
    Details dialog box for the record, tap Delete, and then tap OK.
    nIn Note Pad, open the note you want to delete, and then tap Delete.
    nDelete the text of the record.
    Note:In Date Book, you can choose to delete the text of the 
    current repeating event, current and future events, or all 
    instances of that event. 
    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.
    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 or 
    To Do List records might prove useful later, you can purge them from 
    your handheld and save them in an archive file on your computer.
    Purging is also available in Mail. See Chapter 6 for more information.
    Purging is not available in Address Book, Note Pad, or Memo Pad; 
    you must delete outdated records manually from these applications. 
    						
    							Chapter 5 Page 77
    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: Tap the pick list and select how old a record must be 
    to be purged. Purge deletes repeating events if the last of the se-
    ries ends before the date that you purge records.
    Date Book, 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.
    Exchanging and updating data: HotSync 
    operations
    The HotSync process automatically synchronizes — that is, exchanges 
    and updates — data between 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 placing your handheld in the cradle attached to your 
    computer, or using infrared communications. Indirect methods 
    include using a modem, or via a network using the network HotSync 
    technology. See Chapter 7 for information about performing HotSync 
    operations via a modem, network, or IR port. 
    						
    							Page 78  Using Your Basic Applications
    Performing a HotSync operation for the first time: 
    Windows
    The first time you synchronize your data, you need to enter user 
    information on 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 7 before performing the following steps.
    Important:You must perform your first HotSync operation with a 
    local, direct connection, or with infrared communication, 
    rather than using a modem.
    The following steps assume that you have already installed 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 Windows computer:
    1. Place your handheld on 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 
    Palm Desktop software program group and choose HotSync 
    Manager. Alternatively, you can start the Palm Desktop software 
    which automatically opens the HotSync Manager.  
    						
    							Chapter 5 Page 79
    3. Press the HotSync button ™ on the cradle.
    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.
    The HotSync Progress 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 from the cradle.
    Tip:Gently rock your handheld forward in the cradle and then lift 
    it to remove. 
    						
    							Page 80  Using Your Basic Applications
    Performing a HotSync operation for the first time: 
    Macintosh
    When you installed Palm Desktop software, you entered a user name. 
    This user name is the connection between your handheld and your 
    Macintosh. 
    The first time you perform a HotSync operation the Palm Desktop 
    software: 
    nAdds a user name to your handheld.
    nCreates a folder for the user name in the Users folder inside the 
    Palm folder. For example, if you entered Jane Garcia as your user 
    name, a folder called Jane Garcia is created in the Users folder.
    nCreates a file named User Data in your user name folder. 
    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 7 before performing the following steps.
    Important:You must perform your first HotSync operation with a 
    local, direct connection, or with infrared communication. 
    						
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