Palmone IIIxe Personal Handheld Organizer Handbook

Chapter 4 Page 53
Common tasks
The tasks described in this section use the term “records” to refer to an 
individual item in any of the basic applications: a single Date Book 
event, Address Book 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, Address Book, 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...

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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...

Chapter 4 Page 55
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...

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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All these outdated records take up memory on your organizer, so it’s 
a good idea to remove them by using Purge. If you think Date Book or 
To Do...

Chapter 4 Page 57
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 by connecting your organizer directly 
to your computer with the cradle or indirectly with a modem or 
network. See Chapter 6 for information about performing HotSync 
operations via a modem or network.
Performing a HotSync operation for the first time
The first time you synchronize your data,...

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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.
3. Press the HotSync button Ô
 on the cradle.
Note:If you are using an optional Hotsync cable instead of a 
cradle, click the HotSync Manager icon in the Windows 
system...

Chapter 4 Page 59
Categorizing records
Categorize records in the Address Book, 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 organizer automatically places it in 
the category that is currently displayed. If the category is All, your 
organizer assigns it to the Unfiled category. You can leave an...

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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 
organizer 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...

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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.
2. Tap Edit Categories. 
3. Select the category that you want to rename, and then tap Rename. 

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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 organizer offers several ways to find information quickly:
nAll applications: Find locates any text that you...