Contacts Help

Contacts Help

Concepts
About Contacts
Synchronizing Contacts
Why Use Categories?

How to
View Contacts
Create and Change Contacts
Change Options
Use Hardware Buttons

About Contacts

Contacts maintains a list of your friends and colleagues so that you can easily find the information you’re looking for, whether you’re at home or on the road. You can enter both personal and business information.

If you use Microsoft Schedule+ or Microsoft Outlook on your PC, you can synchronize contacts between your device and PC.

Synchronizing Contacts

Contacts stored on your device can be synchronized with Schedule+ or Outlook on your PC. Contact synchronization is automatically selected in ActiveSync.

New items entered on one computer are copied to the other during synchronization. If you add notes to your contacts, typed notes are added to your Schedule+ or Outlook data, while handwritten notes, drawings, and embedded recordings (if your device supports recordings) are added to Outlook only. Handwritten notes and drawings are saved as metafiles (pictures).

For more information on synchronization, see ActiveSync Help on the PC.

Why Use Categories?

Use categories to group related contacts, tasks, and appointments. Then, use these groupings to quickly display only the information you want. For example, you can assign work-related contacts to the "Business" category and personal contacts to the "Personal" category. You can then use these categories to filter your contacts, tasks, and appointments and quickly find the information you are looking for.

You can also create your own categories, such as "Vacation Planning" to group your trip planning tasks and "Family" to group your relatives' contact information.

View Contacts

The contact list displays the contact name and the first primary phone number or e-mail address specified for that contact. Contacts are ordered by last name and then first name. Tap the "h," "w," or blank area to the right of the contact to see a pop-up window with additional phone numbers and e-mail addresses. Tap an item in the pop-up window to change the information displayed in the contact list (the default entry has a check next to it). To see more contact information, tap the contact. To see a list of available actions for a contact, tap and hold the contact.

You can change the appearance of the contact list by tapping Tools > Options.

See Also
Create and Change Contacts

Create and Change Contacts

Create or change a contact
Add a note to a contact
Assign a contact to a category
Copy a contact
Send a message to a contact
Transfer a contact via infrared
Find a contact
Delete a contact

Create or change a contact

To create a contact, tap New. To enter notes, tap the Notes tab. When finished, tap OK to return to the contact list.
To change a contact, tap it in the contact list, and then tap the upper portion of the summary screen. When finished making changes, tap OK to return to the contact list.

	If you enter a name with more than 2 words, the middle word will be recorded as a middle name. If your contact has a double first or last name, tap the Name arrow and enter the names in the proper box.

	New contacts are added to the category that is currently displayed.

Add a note to a contact

You can add written or typed notes and even recordings (if your device supports recordings) to a contact. Notes are handy for maps and drawings.

In the contact list, tap the contact.
Tap the Notes tab. For specific instructions, see Notes Help.

See Also
Assign a contact to a category

Assign a contact to a category

In the contact list, tap the contact, and then tap the upper portion of the summary screen.
Scroll to and tap Categories.
Select the categories you want to assign the contact to.
To create a new category, tap the Add/Delete tab, enter the category name, and then tap Add. The new category is automatically selected in the Select tab.

Copy a contact

In the contact list, tap and hold the contact. To select multiple contacts, tap and drag. Then, tap and hold the selected contacts.
On the pop-up menu, tap Create Copy.

See Also
Create or change a contact

Send a message to a contact

In the contact list, tap and hold the contact. To select multiple contacts, tap and drag. Then, tap and hold the selected contacts.
On the pop-up menu, tap Send E-mail to Contact.

If you want to send e-mail to more than one contact, press and hold the Action button while selecting multiple contacts (limited to 255 characters total).

Transfer a contact via infrared

Align the infrared (IR) ports according to the instructions in your owner's manual so that they are unobstructed and within a close range.

To send a contact, in the contact list, tap and hold the contact. To select multiple contacts, tap and drag. Then, tap and hold the selected contacts. On the pop-up menu, tap Send via Infrared.
To receive a contact, in the contact list, tap Tools > Receive via Infrared.

You can also receive IR transfers by tapping

> Programs > Infrared Receive.

Find a contact

There are three ways to find a contact:

Tap > Find, enter the contact name, select Contacts for the type, and then tap Go.
In the contact list, enter a contact name in the box under the navigation bar. To show all contacts again, clear text from the box or tap the button to the right of the box.
In the contact list, tap the category list (labeled All Categories by default) and select the type of contact you want displayed. If you have not assigned any contacts to categories, none will appear. To show all contacts again, select All Categories.

In Find, you can tap the Find arrow to select from a list of items you have already looked for.

See Also
View Contacts

Delete a contact

In the contact list, tap and hold the contact. To select multiple contacts, tap and drag. Then, tap and hold the selected contacts.
On the pop-up menu, tap Delete Contact.
The next time you synchronize, the contact will be deleted from the PC also.

Change Options

In the contact list, tap Tools > Options.

The area code and country/region for new contacts are automatically entered based on the information in Country/Region settings.
If you are having trouble reading the contacts in the contact list, select Use large font. You will see less contact information at a time.

Use Hardware Buttons

To	Press
Scroll to and select a contact	Up/Down control
Quickly scroll to a contact	And hold the Up/Down control. Letters of the alphabet will appear one letter at a time. When you see the letter you want, release the Up/Down control.
Open or close a contact	Action