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Using the Address Book menus

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Managing addresses and phone numbers (Address Book) Using the Address Book menus This section explains the menu commands specific to Address Book. For the Edit menu, see "Using the Edit menu" on page 111. The Record and Options menus differ depending on whether you are displaying the Address List screen or the Address View screen. Record menus Delete Address Deletes the current address entry. The Delete Address dialog box appears. Note By default, the entry that you delete will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the entry completely, deselect the check box ( ) for "Save archive copy on PC" in the Delete Address dialog box. Duplicate Address Makes a copy of the current entry and displays the copy in Address Edit so you can make changes to the copied entry. The copy has the same category and attached notes as the original entry. Beam Address Sends the current address entry to another CLIE handheld via the infrared communications port. Attach Note Adds comments to the current address entry. Choosing this menu opens up a screen for entering comments. Delete Note Deletes comments from the current address entry. Choosing this menu opens up the Delete Note dialog box. Tap Yes to delete comments and No to cancel the delete function. Select Business Card Defines the current address entry on a business card. A business card icon ( ) will be displayed when you set an entry as a business card. Beam Category Sends all the Address Book entries in the currently selected category to another CLIE handheld via the infrared communications port. Beam Business Card Sends the current business card to another Sony handheld via the infrared communications port. You can also send a business card via the infrared communications port by pressing and holding down the Address Book button for longer than 2 seconds. This menu item is highly useful because you can exchange business cards with other CLIE handhelds with ease. Chapter2 Using basic applications 61

Section	Page
Table of contents	4
About this manual	7
Chapter 1 :Basic operations of your Sony CLIE Handheld	8
Turning on and off your Sony CLIE Handheld	9
Using the stylus	10
Using the Jog Dial™ navigator	12
Entering data into your Sony CLIE Handheld	13
Using Graffiti® writing to enter data	13
Using the onscreen keyboard	22
Using your computer keyboard	24
Adjusting the screen	25
Resetting your Sony CLIE Handheld	26
Performing a soft reset	26
Performing a hard reset	27
Chapter 2 :Using basic applications	28
Managing schedules and events (Date Book)	29
Scheduling an event	29
Checking schedules	36
Editing Date Book events	42
Using the Date Book menus	47
Managing addresses and phone numbers (Address Book)	49
Creating a new Address Book entry	49
Viewing Address Book entries	51
Editing Address Book entries	55
Using the Address Book menus	61
Managing tasks and things to do (To Do List)	63
Creating To Do List items	63
Viewing To Do List items	64
Checking off a To Do List item	65
Working with To Do List	66
Using the To Do List menus	70
Creating memos (Memo Pad)	71
Creating a new memo	71
Reviewing memos	73
Editing memos	76
Using the Memo Pad menus	78
Managing expenses (Expense)	79
Recording a new Expense item	79
Editing Expense items	81
Using the Expense menus	88
Using Calculator (Calc)	89
Calculating with Calculator	89
Using the Calculator buttons	90
Using the Calculator menus	90
Performing common tasks	91
Using the Application Launcher	91
Categorizing records	95
Finding records	98
Protecting your data (Security)	102
Attaching notes	109
Purging records	110
Using the Edit menu	111
Choosing fonts	112
Chapter 3 :Exchanging and updating data using a HotSync®	113
What is a HotSync® operation?	114
Performing a local HotSync® operation with the USB cable	115
Using the Palm™ Desktop for CLIE software	117
Starting the Palm Desktop for CLIE software	117
Basic operations of the Palm Desktop for CLIE software	117
Locating the Palm Desktop for CLIE components	118
Advanced HotSync® operations	119
Setting the HotSync® setup options	119
Customizing HotSync application settings (Conduit)	121
Conducting an IR HotSync operation	123
Conducting a HotSync operation via modem	126
Conducting a HotSync operation via a network	132
Importing data from a Windows application	137
Synchronizing with external data (File Link)	139
Chapter 4 :Communicating using your Sony CLIE Handheld	140
Beaming between your Sony CLIE Handheld and another Palm OS® PDA	141
What you can do with beaming	141
Beaming information	142
Receiving beamed information	143
Tips on beaming information	143
Using “Memory Stick®” media	144
What is “Memory Stick®” media?	144
Inserting and removing “Memory Stick” media	145
Protecting the data in “Memory Stick” media	147
Starting an application in “Memory Stick” media	148
Starting an application automatically when “Memory Stick” media is inserted	148
Viewing information of the inserted “Memory Stick” media (Card Info)	149
Formatting “Memory Stick” media	150
Exchanging data via “Memory Stick®” media	152
Starting Memory Stick Gate (MS Gate)	152
Creating the default folder in “Memory Stick” media	155
Copying your CLIE handheld data to “Memory Stick” media	156
Copying data in “Memory Stick” media to your CLIE handheld	158
Deleting data in “Memory Stick” media	161
Using the MS Gate menus	163
How to read the online manual	164
Installing applications to/from “Memory Stick” media without using MSGate	165
Chapter 5 :Customizing your Sony CLIE Handheld (Preferences)	167
What you can do with Preferences	168
Changing the Buttons preferences	170
Assigning applications to buttons	170
Changing the full-screen pen stroke activities	171
Assigning applications to HotSync® buttons	172
Changing the Jog Dial™ navigator preferences	173
Setting the display format of the time, date, and numbers (Formats)	174
Selecting a country default	174
Selecting the time, date, and numbers formats	175
Setting the Date & Time preferences	176
Setting the date	176
Setting the time	177
Setting the time zone and daylight saving time	178
Setting the General preferences	179
Setting the automatic shut-off time	179
Setting sounds	180
Turning on or off the Beam Receive feature	181
Entering owner information	182
Creating Graffiti® ShortCuts	183
Selecting a service	185
Changing the Network preferences	185
Entering a user name	186
Entering a password	186
Selecting a connection	187
Adding telephone settings	187
Creating additional service templates	188
Adding detailed information to a service template	190
Creating log in scripts	191
Using the Network preferences menus	194
Chapter 6 :Additional information	195
Backing up data of your Sony CLIE Handheld	196
Backing up data in your computer using a HotSync operation	196
Backing up your CLIE handheld data using “Memory Stick” media	197
Using data of another Sony CLIE Handheld	199
Using the Palm Desktop for CLIE software to transfer data	199
Using “Memory Stick” media to transfer data	201
Performing HotSync between your old CLIEhandheld and the new Palm Desktop for CLIE software	203
Precautions	204
Notes on use	204
Battery considerations	205
Troubleshooting – Frequently Asked Questions	207
Getting Help	222
Specifications	223
Limited Warranty Statement	224
Index	228
A	228
AC adapter	228
Address Book	228
Application	228
Application buttons	228
B	228
Backing up data	228
Battery considerations	228
Beaming	228
C	228
Calculator	228
Categories	228
Copying	228
D	229
Date Book	229
Deleting	229
E	229
Entering data	229
Expense	229
F	229
Finding items	229
G	229
Graffiti writing	229
H	230
HotSync operation	230
I	230
J	230
Jog Dial navigator	230
L	230
M	230
Memo Pad	230
“Memory Stick” media	230
MS Gate	230
N	231
O	231
P	231
Palm Desktop for CLIE	231
Password	231
Performing a reset	231
PIM (Personal Information Management)	231
Preferences	231
R	231
Reset	231
S	232
Setting	232
Stylus	232
T	232
To Do List	232
Transferring data between two CLIE handhelds	232
Troubleshooting	232
U	232

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Chapter2

Using basic applications

Using the Address Book menus

This section explains the menu commands specific to Address Book. For the

Edit menu, see “Using the Edit menu” on page 111. The Record and Options

menus differ depending on whether you are displaying the Address List

screen or the Address View screen.

Record menus

Delete Address

Deletes the current address entry. The Delete Address dialog box

appears.

Note

By default, the entry that you delete will be saved onto the Palm

Desktop for CLIE software on your computer during the next HotSync

operation. To delete the entry completely, deselect the check box (

)

for “Save archive copy on PC” in the Delete Address dialog box.

Duplicate Address

Makes a copy of the current entry and displays the copy in Address

Edit so you can make changes to the copied entry. The copy has the

same category and attached notes as the original entry.

Beam Address

Sends the current address entry to another CLIE handheld via the

infrared communications port.

Attach Note

Adds comments to the current address entry. Choosing this menu

opens up a screen for entering comments.

Delete Note

Deletes comments from the current address entry. Choosing this menu

opens up the Delete Note dialog box. Tap Yes to delete comments and

No to cancel the delete function.

Select Business Card

Defines the current address entry on a business card.

A business card icon (

) will be displayed when you set an entry

as a business card.

Beam Category

Sends all the Address Book entries in the currently selected category

to another CLIE handheld via the infrared communications port.

Beam Business Card

Sends the current business card to another Sony handheld via the

infrared communications port. You can also send a business card via

the infrared communications port by pressing and holding down the

Address Book button for longer than 2 seconds. This menu item is

highly useful because you can exchange business cards with other

CLIE handhelds with ease.

Managing addresses and phone numbers (Address Book)