Super Names

Users Manual

©2002 Stand Alone, Inc. All rights reserved.


 

Table of Contents

1.     Welcome and Registration. 4

1.1.      Included Files. 4

1.2.      System Requirements. 4

1.3.      Registering Super Names. 4

1.3.1.       Necessary Information. 5

1.3.2.       Entering the Registration Code. 5

1.4.      Contacting Stand Alone, Inc. 6

1.4.1.       Business Hours. 6

1.4.2.       E-mail 6

1.4.3.       Fax. 6

1.4.4.       Regular Mail 6

1.4.5.       World Wide Web. 6

1.5.      Customer Support 6

2.     Overview.. 7

2.1.      Name Cards and Fields. 8

2.1.1.       Standard Fields. 8

2.1.2.       Additional Fields. 8

2.2.      The List 9

2.3.      The View.. 10

3.     Entering Address Book Information. 12

3.1.      Entering a New Name Card. 12

3.2.      Using the Address Edit Screen. 13

3.3.      Using field-editing Screens. 14

3.3.1.       Adding New Fields. 15

3.3.2.       Editing Existing Information. 15

3.3.3.       Accessing the Field Editing Screen Menus. 16

3.3.4.       Phones & E-Mail Addresses. 16

3.3.5.       Family Members. 17

3.3.6.       Dates. 18

3.3.7.       Custom Fields. 18

3.3.8.       Scrolling through Field Editing Screens. 20

3.4.      Duplicating Name Cards. 20

4.     Linking Name Cards. 21

4.1.      Linking a Name Card to an Appointment 21

4.2.      Linking a Name Card to a To-Do Item.. 22

4.3.      Linking a Name Card to a Memo Item.. 22

4.4.      Linking Name Cards to Other Name Cards. 22

4.5.      Managing Links in the View.. 23

4.6.      Managing Links in the List 25

5.     Using List Features. 25

5.1.      Using Title Bar Buttons. 25

5.2.      Using the Control Bar 26

5.3.      Grouping Name Cards. 27

5.4.      Using the Search Box. 27

5.4.1.       Doing a Basic Search. 27

5.4.2.       Doing a Filtered Search. 28

5.4.3.       Doing a Full-Text Search. 28

5.5.      Using Name Card Categories. 28

5.5.1.       Filing a Name Card. 28

5.5.2.       Filing Multiple Name Cards. 29

5.5.3.       Creating a New Category. 29

5.5.4.       Previewing the Contents of a Category. 30

5.6.      Dialing a Phone Number 30

6.     Using Security Features. 31

7.     Beaming and Sending Information. 32

8.     Configuring Preferences. 32

8.1.      List Preferences. 32

8.2.      Editing Preferences. 34

8.3.      Defaults. 34

8.4.      Miscellaneous. 34

8.4.1.       Configuring the Address Button. 37

8.5.      Phone Numbers. 37

8.6.      Categories. 38

8.7.      Custom Fields. 40

8.8.      Other Apps. 41

8.9.      Databases. 41

9.     Deleting Super Names Software. 42

10.       Glossary. 43

 


1.Welcome and Registration

Super Names provides advanced tools to organize Address Book information on Palm Powered™ handhelds.

1.1.      Included Files

The archive includes the following files and folders:

File/Folder

Purpose

Readme.txt

Explains how to register and order the software.

SuperNames.prc

Installs Super Names on your Palm Powered™ handheld.

LinkLibrary.prc

Installs additional software required to run Super Names. Do not attempt to use Super Names before installing this file.

Order.html

Automatically establishes link with Standalone, Inc. website.  Places Super Names in your shopping cart. (If this does not happen automatically, click the Click to order link to go to our website.)

License.txt

Contains the software license agreement. Please read this before using the software. By installing, copying, or otherwise using this software, you agree to be bound by the terms of the license agreement.

Manual

Contains the HTML version of this manual. The images subfolder contains the graphics for this manual.

Table 1  Super Names Files and Folders

1.2.      System Requirements

Palm OS version 3.0 is required. Visit http://www.standalone.com/palmos/ to obtain an updated list of supported Palm Powered™ devices. This manual refers to any compatible device as a “Palm Powered™ handheld.”

Desktop address book software such as Microsoft Outlook or the Palm Desktop is required to synchronize Super Names with a desktop computer.  Read your Palm Powered handheld documentation for procedures to set up this software.

1.3.      Registering Super Names

Super Names is shareware, software that you can download and try for free. The time-limited demo version of Super Names includes all of the features available in the official version. After 30 days, the demo version will only work with a valid registration code.

There are several ways to order your registration code:

·       Order online at our website. This is the easiest way to register. The online shopping cart uses security features that are supported by current Netscape or Internet Explorer browsers (version 4.0 or higher).

·        E-mail your registration information to sales@standalone.com. We will send the registration code.

·        Fax your order to us at (773) 477-2579.

1.3.1.     Necessary Information

Have the following information ready before you register:

·        Your exact name as it is entered in your Palm Powered™ handheld, including spaces.

·        The complete list of programs that you wish to register.

·        Payment information. We accept Visa, MasterCard, American Express, Discover and personal checks.  To pay with a credit card, provide the card number, the expiration date, and the type of card.

·        Contact information. Please provide an e-mail address, mailing address, and phone number.

1.3.2.     Entering the Registration Code

Do the following to enter the registration code before the 30 day evaluation period has expired:

1.      Open Super Names from the Applications menu.  The start screen appears.

2.      Select Options → Enter Registration Code from the menu. The Enter Reg Code screen containing a numerical keypad appears.  The Name field shows your name as it is entered into your Palm Powered™ handheld.

3.      Tap the numerical keypad to enter the registration code.

4.      Tap the Register button.

Do the following to enter the registration code after the 30-day evaluation period has expired:

5.      Open Super Names from the Applications menu.  The registration information screen appears.

6.      Tap Enter Registration.  The Enter Reg Code screen containing a numerical keypad appears. The Name field shows your name as it is entered into your Palm Powered™ handheld.

7.      Tap the numerical keypad to enter the registration code.

8.      Tap the Register button.

If you have any questions about registration or our registration policy, please feel free to e-mail us at sales@standalone.com.

1.4.      Contacting Stand Alone, Inc.

There are several ways to get in touch with us. E-mail is preferred. If you have any questions, comments, or suggestions, please do not hesitate to contact us.

1.4.1.     Business Hours

Stand Alone is open from 9 AM to 5 PM Monday through Friday. We are closed on Saturday and Sunday. These times are CST and GMT -5.

1.4.2.     E-mail

Internet: info@standalone.com

1.4.3.     Fax

Fax: (773) 477-2579

1.4.4.     Regular Mail

Stand Alone, Inc.
3862 N. Lincoln, Suite 2
Chicago IL, 60613
USA

1.4.5.     World Wide Web

http://www.standalone.com

1.5.      Customer Support

Please e-mail us at techsupport@standalone.com if you have problems starting or running Super Names. Include the following information to help us isolate and identify the problem:

 

2. Overview

Your Palm Powered handheld has a built-in Address Book to keep names, addresses, phone numbers, and other contact information. Super Names adds powerful new features and an improved graphical interface to the built-in Address Book, enabling you to access and control your information more effectively.

 

Figure 1 Built-In Address Book

Figure 2 Super Names

 

Super Names works with your existing Address Book entries, and is backwards-compatible with all features of the built-in Address Book. (Table 2)

 

Address Book Task

Built-In Address Book

Super Names

Look up or enter names, addresses, phone numbers and other information.

þ

þ

Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.

þ

þ

Define which phone numbers appear in the Address List screen for each entry.

þ

þ

Attach a note to an entry.

þ

þ

Categorize entries into logical groups that are easy to sort and view.

þ

þ

Beam Address Book information to other Palm-Powered handhelds via the infra-red (IR) port.

þ

þ

Rename Palm custom fields (4 fields).

þ

þ

Synchronize with a desktop computer via HotSync.

þ

þ

Dial a telephone number.

þ

þ

Apply security settings to specific contacts.

þ

þ

Fully customize the appearance of the address list.

 

þ

Do a filtered or full-text search.

 

þ

Add an unlimited number of additional fields (family members, dates, extra phone numbers, etc.).

 

þ

Link two items together.

 

þ

Assign color codes to Address Book entries.

 

þ

Group entries into intelligent collections.

 

þ

View individual fields without opening the full entry.

 

þ

Use third-party plug-ins.

 

þ

Table 2 Comparison of Built-In Address Book Tasks and Super Names Tasks

After installing Super Names you can still use the built-in Address Book.  If you choose to uninstall Super Names, the contact information that you entered remains in the built-in Address Book.

2.1.      Name Cards and Fields

In Super Names, an Address Book entry is called a name card. The information on a name card is made up of sections called fields.

2.1.1.     Standard Fields

A standard field on a name card has a matching counterpart in the built-in Address Book. You can edit standard fields in Super Names, the built-in Address Book, or a desktop address book. The standard fields are:

 

·        First Name

·        Last Name

·        Company Name

·        Job Title

·        Phone Number/E-mail (5 fields)

·        Address

·        City

·        State

·        Zip Code

·        Country

·        Custom Fields (4 fields)

·        Notes

2.1.2.     Additional Fields

Super Names enables you to add an unlimited number of additional fields to each name card.  Additional fields have no exact matching counterparts in the built-in Address Book.  Examples of additional fields are:

 

 

Additional fields can be viewed in the Notes section of the built-in Address Book. In a HotSync operation, additional fields are written into the Notes section of entries in the desktop address book.

2.2.       The List

Use the List window to look up name cards and skim contact information. (Figure 3)

*

Figure 3 The List

The following table explains each of the List components.

 

Component

Purpose / Action

Comments

Title Bar

Tap Names to access the menu options.

The number in parentheses shows the number of name cards in the currently selected category.

 

Title Bar Buttons

Tap title bar buttons to perform actions quickly without using menu pull-down options.

Read Section 5.1, Using Title Bar Buttons.

Current Category

The selector shows the current category. Tap to select a different category.

 

Folder Tabs

Tap folder tabs to jump quickly between categories.

The folder tab of the currently selected category appears in bold type.

Control Bar

Use the control bar tools to sort, group, and resize information in the name card list.

Read Section 5.2, Using the Control Bar.

Mini View

This is a smaller version of the View Window. Tap any field in the Mini View to edit it.

 

Mini View Handle

Drag the handle to resize the Mini View.

Drag the handle to the bottom of the screen to hide the Mini View.

 

New Button

Tap to create a new name card.

 

Clear Button

Tap to clear text in the search box.

Enter a backspace character in the graffiti area to clear the entire search box.

Search Box

Do a basic, filtered, or full-text search for a name card.

Read Section 5.4, Using the Search Box.

Filter Selector

Select Go To to do a basic search.

Select a field name to do a filtered search.

Select Text to do a full-text search.

Name Card List

Tap an item to show the full name card in the View.

 

A-Z Tabs

Tap a tab to jump to a different alphabetical section of the name card list.

The A-Z tab of the current alphabetical section appears in bold type.

 Table 3 List Window Components

2.3.       The View

Use the View window to view or edit the full details of a name card. (Figure 4)

 

Figure 4 The View

The following table explains each of the View components.

 

Component

Purpose

Comments

Title Bar

Tap View to access the menu options.

 

Size Button

Tap to adjust the text size.

 

Recent Names

Tap to show a pull-down list of recently-viewed name cards.  Select an item from the list to show in the View.

 

Private Status

A locked padlock icon indicates that the name card is private.

An unlocked padlock icon indicates that the name card is not private.

Tap the icon to change the private status.

Read Section 6, Using Security Features.

Add Associated Item

Tap this button to link the name card to an item maintained by another application. The pull-down menu shows the available applications.  The built-in Date Book and To-Do List always appear in the pull-down menu, enabling you to link name cards to appointments and to-do tasks. Third-party applications may add items to the popup list.

Read Section 4.1 Linking a Name Card to an Appointment and Section 4.2, Linking a Name Card to a To-Do Item.

Links Button

Tapping this button pops up the link menu for the record. This menu enables you to create new links, and also displays all items currently linked to the record.

 

Record Category

Shows the category in which the name card is filed.

Tap and select a different category to re-file the name card.

Read Section 5.5, Using Name Card Categories.

Record Name

This is the contact’s name. If there is no first or last name in the record, then the company is displayed here.

 

Phone Numbers

Tap a phone number to edit it in the Phones & E-Mail Addresses field-editing screen. Tap the phone icon to dial the number, if your Palm Powered handheld supports telephone dialing.

Read Section 3.3.4, Phones & E-Mail Addresses.

E-mail Address

Tap an e-mail address to edit it in the Phones & E-Mail Addresses field-editing screen.

Add Button

Tap to show a popup a list of items that can be added to the record.

 

Backspace Button

Tap to remove the last character entered into the search box.

Enter a backspace character in the graffiti area to clear the entire search box.

Search Box

Enter the first few letters of a name to jump to a different name card.

Read Section 5.4.1, Doing a Basic Search.

Address

This is the address associated with the contact. The first address is entered into the standard fields.  An unlimited number of additional addresses can be added as additional fields.

 

Company

This is the company associated with the contact.

 

Figure 5 View Window Components

3.Entering Address Book Information

Super Names provides several methods to manually enter contact information.

3.1.      Entering a New Name Card

Do the following to enter a new name card:

 

  1. Tap the New button on the List screen. The Name screen appears.
  2. Enter the First and Last name.
  3. Tap Done. The new name card appears in the View with the first and last name in bold letters at the top of the window.
  4. Tap the Add selector.  A popup list of field types appears. (Figure 6)
  5. Select a field type from the list. The corresponding field-editing screen appears.
  6. Enter the information into the field-editing screen.
  7. Tap Done to close the field-editing screen and return to the View.
  8. Repeat steps 4-7 until you finish entering the name card information.
  9. Tap Done to close the View and return to the List.

 

Figure 6 Add Selector Showing a Popup List of Field Types

3.2.      Using the Address Edit Screen

The Address Edit screen provides an alternative interface that enables you to edit all of the standard fields on a single screen. (Figure 7)

 

To enter a new name card via the Address Edit screen:

 

  1. Tap the New button on the List screen. The Name screen appears.
  2. Enter the First and Last name.
  3. Tap Done. The new name card appears in the View with the first and last name in bold letters at the top of the window.
  4. Select Record Edit via List from the menu, or enter E in the graffiti area.  The Address Edit screen appears.
  5. Enter information into the desired fields.
  6. Tap Done.

 

Figure 7 Address Edit Screen

Tap the tabs at the top of the Address Edit screen to move the cursor up or down to specific areas of the screen.

 

The Address Edit screen shows only standard fields. Use the Jump selector to access the additional fields.  Use the Add selector to add additional fields if necessary.

3.3.      Using field-editing Screens

Use the field-editing screens to quickly add or edit fields. (Table 4)

 

Field Editing Screen

Field Icon

Standard Fields

Additional Fields

Purpose

Name

First, Last

 

Enter first and last name.

Company Info

Company, Title

Department

Enter company name, job title, and department.

Phones & E-Mail Addresses

Phone Number, Extension, E-mail Address

 

(5 fields)

Phone Number, Extension, E-mail Address

 

(if added after 5 standard fields are filled)

Enter:

 

  • Phone
  • Fax
  • Mobile
  • Other Phone
  • E-mail address

 

Read Section 3.3.4, Phones & E-Mail Addresses.

Address

Street, City, State, Zip Code, Country

Additional Addresses

Enter the mailing address.

Family

 

Numerous family and personal contact fields are available.

Enter the names and birthdays of people who are important to the contact.

(Read Section 3.3.5, Family Members)

Date

 

Date, Type, Description

Enter important dates that pertain to the contact.

(Read Section 3.3.6, Dates)

Web Site

 

Site, URL

Enter the names and URLs of web sites related to the contact.

Custom Field

Custom Fields (4)

 

Enter miscellaneous information.

(Read Section 3.3.7, Custom Fields)

Notes

 

Notes

Enter notes.

Table 4 Fields and Field-Editing Screens

3.3.1.     Adding New Fields

An Add selector appears in the View and in each of the field-editing screens.

 

To add a new field:

 

  1. Tap the Add selector. A popup list of field types appears.
  2. Tap the desired field-editing screen from the list. An empty field-editing screen appears.
  3. Add information to the editing screen.
  4. Tap Done.

3.3.2.     Editing Existing Information

To edit an existing field:

 

  1. Tap a field in the View or the Mini View.  A field-editing screen appears.
  2. Change the information in the field-editing screen.
  3. Tap Done.

 

Choose Record Edit via List from the menu to edit standard fields in the Address Edit screen.

3.3.3.     Accessing the Field Editing Screen Menus

Tap the title bar of a field-editing screen to access its Jump, Font, and Edit menus. (Figure 8)

 

Figure 8 Field Editing Screen Menus

3.3.4.     Phones & E-Mail Addresses

Use the Phones & Email Addresses screen to add or edit the phone numbers and e-mail addresses associated with a name card. The top half of the screen shows a list of phone numbers and e-mail addresses.  Use the editing line in the bottom half of the screen to enter new information. (Figure 9)

 

To add a new phone number:

 

  1. Tap an Add selector from the View or a field-editing screen.
  2. Select Phone Number from the popup list.  The Phones & Email Addresses screen appears with the cursor flashing on the editing line.
  3. Select the type of phone number from the pull-down selector (Work, Home, Mobile, etc.).
  4. Enter the phone number and extension.
  5. Tap Done.

 

To edit an existing phone number:

 

  1. Tap a phone number in the View. The Phones & Email Addresses screen appears with the number on the editing line.
  2. Change the number on the editing line.
  3. Select the type of phone number from the pull-down selector (Work, Home, Mobile, etc.).
  4. Tap the number again in the upper part of the screen to apply the changes.

 

If desired, check the Format number automatically checkbox to format the number according to the Phone Preferences setting. (Read Section 8.5, Phone Numbers)

 

Tap the + button to add a new number or e-mail address.

 

Figure 9 Phones & E-Mail Addresses Screen

The first five phone numbers or e-mail addresses added to a name card are standard fields.  After the five standard fields are used, Super Names adds additional phone numbers and e-mail addresses as additional fields. Additional fields do not map to specific fields in your built-in Address Book or desktop address book.

3.3.5.     Family Members

Use the Family screen to add the names and birthdays of family members (or other important people) to a name card.

 

Figure 10 Family Screen

To add a family contact to a name card:

 

  1. Tap an Add selector from the View or a field-editing screen.
  2. Select Family from the popup list.  The Family field-editing screen appears.
  3. Select the family member type from the selector.  The selector shows Sibling by default.
  4. Select the birthday date from the Birthday selector.
  5. Tap Done.

 

The Birthday field does not link to your Date Book. To link a birthday to your Date Book, create a separate name card for the family member and add a Date field as explained in the next section

3.3.6.     Dates

Use the Date screen to add dates to a Name Card and associate the dates with your built-in Date Book. Do the following:

 

  1. Tap an Add selector from the View or a field-editing screen.
  2. Select Date from the popup list.  The Date field-editing screen appears.
  3. Select the date using the Date selector.
  4. Select the event typ