Enter info from your computer

Your handheld and your PC make an especially good team when you've got a lot of info to enter. Whether or not your little black book is already in electronic form, creating entries in Palm Desktop can be faster than writing or tapping on your handheld. Special features in Palm Desktop make input even quicker. All of the techniques on these pages apply to your computer, not your handheld.

Icons to look for on your computer

Both Windows (left) and Mac (right) display desktop icons for easy access to Palm Desktop from your computer.

Date & Time Stamp (Windows)

Paste the date or time into any text field by pressing CTRL + SHIFT + T or CTRL + SHIFT + D . Press CTRL + SHIFT + T + D to paste both the time and the date.

Create duplicate entries faster (Mac)

If you're entering multiple entries that have information in common, duplicate an existing entry and then make changes to it. Highlight the existing entry and select Edit > Duplicate Contact .

Enter info quickly

It's easy to enter info in Palm Desktop. On the left side of Palm Desktop, click the application. Next, click New in the lower-left corner. To edit info, click Edit in the lower-left corner. A quick way to change current entries or add new ones is to double-click an entry or a blank space in any application.

Find an archived address

If you've archived or deleted a Contacts entry by mistake, open Palm Desktop and click Contacts. Select File > Open Archive (Mac: File > Open ).
Click the archive file you want and search for the entry. Export it ( File > Export ) and close the archive. Then import it ( File > Import ) into Contacts.

Use templates for speed (Mac)

In Calendar, Contacts, Memos, and Tasks, you can create templates for frequently repeated items, like people from the same company. Make a new entry or open an existing entry, and then select Create > New Template . Give it a name and it appears on the Create menu of your PC. To create a new entry from the template, just select it from the Create menu.

Real Life: Contact sharing

Sanjay attends dozens of trade shows every year. After each show, he organizes all the new business cards he's received into a new category. Then he exports the category as a single file from Palm Desktop and emails it to his company's sales force. His colleagues can then open the File menu and choose Import to get hundreds of contacts instantly, without typing a single word.

Send info to other apps (Windows)

To easily transfer information in Palm Desktop to other applications, select Edit > Send To , and then pick MS Word or MS Excel . Send your task lists and memos to Word or your Expense items to Excel and then edit, email, or print.

Multiple users, multiple computers

If you have a computer at work and another one at home, your handheld can link them together. A few tips can make it easier to keep everything straight.

Two PCs, one handheld

If you have two computers, insert the installation CD and install Palm Desktop on both. When you sync to the first one, you create a username. When you sync to the second computer, it will recognize the username you already created. When you make changes on one computer, your handheld can sync it to the other.

Multiple handhelds, one computer

Anyone with a palmOne handheld older than yours can sync to your version of Palm Desktop. If your computer doesn't recognize the handheld, you get the alert box, "Do you want to create a new account for this user ?" Click Yes , and Palm Desktop automatically recognizes that handheld whenever you sync.

Where's my info ?

If you share Palm Desktop with another person, your handheld still syncs automatically with your username. If you can't find the information you just entered, check to see if you mistakenly put it under the wrong username.

Personalize it

One user per handheld

Your handheld can have only one "user" if you share it, you also share its files, entries, and applications. But you can password-protect sensitive info. See page 34.

Rename your handheld: Windows

	From the Tools menu, select Users . Highlight your username and click Rename .
	Enter the new username and click OK .
	Sync. Your new username appears in the upper-right corner of your handheld's HotSync screen.

Username vs. Owner name

Your username is what HotSync Manager uses to keep your handheld's info straight when it syncs with your PC. It appears on your handheld in the upper-right corner of the HotSync screen. This name is different than your Owner name, which you can find by selecting Home > Prefs > Owner . The Owner name simply identifies your handheld as yours.

Personalize it (Macs only)

Palm Desktop has dozens of different color themes to keep your schedule looking unique enough from your spouse's. Select Preferences > Decor and pick a color theme you can instantly recognize.

Use different usernames

If you use another handheld or share a computer with someone who does, make sure each handheld has a different username.

Rename your handheld: Mac

	Open HotSync , click the Users sub-menu, and choose Edit Users .
	Highlight your username, click Edit , and change the name.
	The new username appears on the HotSync screen of your handheld the next time you sync.

New computer, same handheld

First, sync your handheld with your old computer so the info on your handheld is up-to-date. After you set up your new computer, insert the installation CD and follow the instructions to connect your handheld. The installation program detects your handheld's username and syncs your info to the new computer. You may have to reinstall the desktop component of some of the apps you added from the CD, such as RealOne Player.

Share calendars

If you share a computer and want to see what your partner has going on, simply select the other username in Palm Desktop. For instructions on protecting info, see page 34.

Add favorites to a menu (Mac)

If you have an entry or file you open often, open it and select Locate > Add to Menu . The entry is immediately added to the Locate menu list. Tap Delete to remove it from the Locate menu.

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