Handbook

PhoneMagic Features (short description)
PhoneMagic Manual (detailed description)

• Running PhoneMagic
• PhoneMagic Preferences
• Color Scheme Management
• Lookup View
• Record View
• Reminders
• Insert an Event into the Date Book
• Pop-Up Activation & Virtual Links
• Recent Number Management
• View New Records
• DateBk5 Integration
• Navigation Controls
• Treo 650 Tips
• Treo 600 Tips

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You can run PhoneMagic by:

 • Pressing the Address / Contacts
    button
 • Tapping the PhoneMagic icon
 • Popping it up from most applications

You can set up PhoneMagic to work in a way that is most convenient for you.

PhoneMagic supports color on all color Palm organizers. You can display PhoneMagic in the colors of your choice!

In Lookup View you have a choice of three ways to lookup a phone number:
 • Standard Lookup
 • Smart Lookup
 • Stylus Free Lookup

Record View displays the details of the selected record. In addition, you can insert the record into the Recent Number list, set a reminder, or dial a phone number.

You can set a reminder for any record in your Address Book. At the time that you specify, an alarm will sound, and the details of the record will be displayed. This is a convenient way to remember to call someone!

You can insert an event into the Date Book from within PhoneMagic. You will be able to specify the time and date for the appointment, and a virtual link to the current record will be created automatically.

You can pop-up PhoneMagic without exiting the application that is running. You can also create virtual links from any application to records in your Address Book.

Each time you run PhoneMagic, the phone numbers looked up most recently will be displayed at the top of your screen.

You can review Address Book records in the reverse order that they were added. This is helpful in locating records that were recently beamed to you, especially if you don't remember the name of the person!

From within PhoneMagic, you can insert an event into the Date Book, and it will create a DateBk5 Link.

From within DateBk5, you can use PhoneMagic: to select a record when creating a link, view Address Book Links, and dial their phone numbers.

PhoneMagic supports devices that use specific navigation hardware:

 • 5-Way Navigator
 • Sony Jog Wheel
 • Treo Jog Rocker

PhoneMagic has been customized for the Treo 650.

From the Phone application, just press the Center button on the 5-Way Navigator and you will see PhoneMagic.

PhoneMagic has been customized for the Treo 600.

From the Phone application, just press Down on the 5-Way Navigator and you will see PhoneMagic.

It can be run like any Palm application, by tapping the PhoneMagic icon from the Application Launcher.

If you check Launch With Address Button in the PhoneMagic Preferences screen, then when you press the Address / Contacts button on your Palm organizer, PhoneMagic will be launched.

Check out the Treo 650 Tips.

Check out the Treo 600 Tips.

PhoneMagic can be popped-up from within most applications, without exiting the application.

Viewing Records
PhoneMagic displays your Address Book in either Lookup View or Record View. PhoneMagic maintains the look and feel of the built-in Address Book. You should be able to do almost anything that you could do in the built-in Address Book in PhoneMagic.

PhoneMagic uses the database of the built-in Address Book. Any changes that you make in PhoneMagic, will be seen in the Address Book, and on the Palm Desktop after a HotSync has been done.

PhoneMagic supports devices that use specific navigation controls:
5-Way Navigator, Sony Jog Wheel, Treo Jog Rocker.

When you run PhoneMagic you are initially in Lookup View. In this view, you see a list of names and numbers just like the built-in Address Book.

It will be in one of the following modes:
 • Standard Lookup
 • Smart Lookup
 • Stylus Free Lookup

When you tap a name, the selected record will be shown in Record View where you will see all of the details of that record.

Help Menu
In order to find out more about the various features of PhoneMagic, you can use the the Help menu.

Open the menu from Lookup View, and tap Help.

You can select any feature from the Help menu list and see useful information about that feature. This will help you get the most out of PhoneMagic.

Once the Menu has been opened, tap Options on the Menu Bar, and then tap PhoneMagic Prefs. That will bring you to the PhoneMagic Preferences Screen.

Tapping the i (information symbol) in the upper right corner of the screen will provide additional information about the preferences that can be set on that screen.

Launch with Address Button
When the Launch with Address Button checkbox is checked, PhoneMagic will be launched whenever the Address / Contacts button is pressed. This is the default setting.

Treo 650: If Launch with Address Button is checked, a PhoneMagic Favorite button will replace the Contacts Favorite button. PhoneMagic will then be accessible from the Phone application by pressing the Center button on the 5-Way Navigator.

Treo 600: If Launch with Address Button is checked, PhoneMagic will replace Contacts as the application to be launched from the Phone application by pressing Down on the 5-Way Navigator.

If the Launch with Address Button is not checked, then the built-in Address / Contacts application will be run when the Address Book button is pressed.

Auto Insert into Recent List
This allows you to decide whether records that you open will automatically be inserted into the recent list or not.

When the Auto Insert into Recent List checkbox is checked, and a record is shown in Record View, the Recent List checkbox will always be checked. This is the default setting.

If the Auto Insert into Recent List checkbox is not checked, the Recent List checkbox will only be checked when opening a record that is already in the Recent List.

You can override the default whenever you open a record, by checking or un-checking the Recent List checkbox for that record. See Recent Number Management for further details.

Default to Smart Lookup
If the Default to Smart Lookup checkbox is checked, whenever PhoneMagic is opened, you will be in Smart lookup mode, and the Smart label will be displayed. This is the default setting.

If the Default to Smart Lookup checkbox is not checked, you will be in Standard lookup mode, and the LookUp label will be displayed.

Keypad on Right Side
When Keypad on Right Side is not checked, the keypad will be on the left side in Stylus Free lookup mode. This is the default setting.

If Keypad on Right Side is checked, the keypad will be on the right side.

You should set the position of the keypad buttons based on which hand you are going to use to tap the buttons. If you are going to tap the buttons with your right hand, then you will want the buttons on the right side. However, if you are going to tap the buttons with your left hand, you will want the buttons on the left side of the screen. This way you won't block the view of the names when you are tapping the buttons.

Phone Lookup Enabled
If the Phone Lookup Enabled checkbox is checked, PhoneMagic will replace the built-in Phone Lookup function with PhoneMagic's pop-up function. This is the default setting.

Phone Lookup can be invoked only from applications that support this function (for example the Date Book). It can usually be invoked from the Options menu of an application, or by doing a Command Stroke followed by the letter L.

This feature is not supported on Palm OS 5 devices.

If you want to delete PhoneMagic, and you are using Palm OS 3.5 or lower, you'll need to make sure that Phone Lookup Enabled is not checked before you can delete it.

If you are using a 3rd party Launcher, you might need to uncheck Phone Lookup Enabled before you can delete PhoneMagic.

If you try to delete PhoneMagic, and you get an error message, then you need to uncheck Phone Lookup Enabled.

Command Bar Icon Enabled
The Command Bar Icon Enabled checkbox will only be shown on Palm organizers that are running Palm OS 3.5 or higher.

If you check the Command Bar Icon Enabled checkbox, you will be able to pop-up PhoneMagic using the Command Bar. This is the default setting.

If you have checked this option, you can do a Command Stroke to open the Command Bar, and tap the PhoneMagic icon on the Command Bar in order to pop-up PhoneMagic. The Command Bar can be opened from any application screen that contains a menu.

If you want to delete PhoneMagic, and you are using Palm OS 3.5, you'll need to make sure that Command Bar Icon Enabled is not checked before you can delete it.

If you are using a 3rd party Launcher, you might need to uncheck Command Bar Icon Enabled before you can delete PhoneMagic.

If you try to delete PhoneMagic, and you get an error message, then you need to uncheck Command Bar Icon Enabled.

On a Treo 600/650, you first need to map the Option Button combined with one of the application buttons to PhoneMagic. See the Treo 600 Tips or the Treo 650 Tips for more details. Once you've done the mapping, you can pop-up PhoneMagic by pressing the Option button, and then the specified application button.

On devices that do not support Graffiti and do not have a Command Stroke button on the keyboard, this feature may not be available. On these devices, you can use a 3rd party application that allows writing Graffiti on the screen (e.g., Jot, Graffiti Anywhere), and then you will be able to bring up the Command Bar.

Alarm Sound
The Alarm Sound dropdown list lets you select which sound will be played when a PhoneMagic reminder is triggered. You can pick any sound that is installed on your Palm organizer. Several sounds are pre-installed on the Palm organizer, however, additional sounds can be added and used by PhoneMagic.

Remind Me
The Remind Me dropdown list lets you specify how many times the PhoneMagic Alarm Sound will be played if you do not respond to the alarm. This number is in addition to the initial sounding of the alarm.

Play Every
The Play Every dropdown list lets you specify how often the Alarm Sound will be repeated if you do not respond to the alarm.

Snooze
The Snooze dropdown list lets you specify the default Snooze time for a PhoneMagic reminder. When a PhoneMagic reminder is triggered, you can choose to Snooze. If you tap the Snooze button on the Phone Reminder screen, you will Snooze for the default Snooze time. You can override the default Snooze time when the alarm sounds.

PhoneMagic allows you to use color, when it is being run on a color device. This allows you to easily differentiate between the Recent Number List and regular numbers, as well as set a background color for the application in order to give it a more pleasant look.

This color scheme is also used to highlight matching characters in Smart lookup and Stylus Free lookup.

There is a default color scheme that is used on color devices. The color scheme can be changed, or disabled from the Color Settings screen. In order to change the color setting, run PhoneMagic, open the menu, and select Color Settings from the Options menu.

If you are using a device that supports color, the Use Color checkbox will be checked, and there will be four buttons for changing the color parameters.
Form Background
List Text Color
Recent Background
Recent Text Color

Next to these buttons, you'll see List Text and Recent Text displayed in their selected colors on their selected backgrounds.

The Form Background color is used as the form background for all of the screens in the PhoneMagic application.

The List Text Color is used for displaying regular (non-recent) records in Lookup View, as well as all records in Record View.

The Recent Text Color and Recent Background are used to display recent numbers in Lookup View, and highlighted characters in Smart lookup or Stylus Free lookup.

In order to change any of the colors; tap the button for the parameter you want to change. You'll get a Color Pick dialog, and the current color for the parameter will be highlighted.

Select a color, and tap the OK button in order to change the color, or tap the Cancel button to return to the Color Settings screen without changing the color.

The Color Settings screen will be updated to reflect the color that was selected. On the Color Settings screen, there is a Use Default Colors button. This allows you to reset the color scheme to its default setting.

NOTE: It is recommended to use light colors for background colors, and darker colors for the text.

When you run PhoneMagic, it opens up in Lookup View. It will be in one of the following modes:
 • Standard Lookup
 • Smart Lookup
 • Stylus Free Lookup

In Standard or Smart lookup, the label next to the input field indicates what mode you are in. You can switch between Standard (LookUp) and Smart lookup, by tapping the label. When you tap the label, it will change to indicate which mode you are in. If you want to use Stylus Free lookup, tap the abc... button from Standard lookup or Smart lookup mode.

In Stylus Free lookup mode you can easily lookup names without using the stylus, and without using Graffiti. You can use your finger to tap the buttons, and quickly find a name. You can switch back to Smart or Standard lookup by tapping the button.

PhoneMagic supports devices that use specific navigation controls:
5-Way Navigator, Sony Jog Wheel, Treo Jog Rocker.

When the label is LookUp, you are in Standard lookup mode. If you enter the name in the LookUp field, the lookup will be done almost the same way as it is done in the built-in Address Book.

The only difference is, that PhoneMagic always displays the matching record on the top line of the screen. That makes it easier to see additional matching records without needing to scroll down.

Smart Lookup
Using Smart lookup, you can lookup records based on the First Name, Last Name, or Company Name, without needing to re-sort the Address Book. You can also lookup a record using a combination of First Name and Last Name.

When you start to enter a name in the Smart field, the first matching record will be selected, and the matching characters will be highlighted.

You will see a list of records whose First Name, Last Name, or Company Name matches the entered text. You will also see records where the first letter of the First name and beginning letter(s) of the Last Name, match the entered text.

As you enter more text, the number of matching records will be reduced. As soon as you enter enough letters to uniquely identify a name, the record will automatically be opened in Record View.

You can tap any name to open its record, or you can enter a linefeed stroke to open the highlighted record.

You can use the PageUp and PageDown buttons to scroll up and down through the list. Tap the Clear button to clear the entered text and start again.

Smart lookup is very handy if you don't remember the last name of the person who you want to look up, but you remember their first name, or the name of the company that they work for. It is also convenient for getting a list of all the people who work for a certain company.

NOTE: When you look up a name using Smart lookup, it may be slower than when using Standard lookup.

Using the PhoneMagic Preferences, you can set Smart lookup as the default. If you do this, whenever you run PhoneMagic it will open in Smart lookup mode. See PhoneMagic Preferences for further details.

First Name and Last Name Lookup
In PhoneMagic, you can use the Smart field to lookup a record using a combination of First Name and Last Name. To lookup a record using the First Name and Last Name, you can do any of the following (examples given for Alice Gold):

Enter the first letter of the First Name, and then start entering the Last Name:

Example: [a] [g] [o]

Use a space as a separator between the First Name and Last Name.

Start entering the First Name. After you've entered a few letters, enter a space, and then start entering the Last Name:

Example: [a] [l] [space] [g]

Enter the complete First Name, and then start entering the Last Name:

Example: [a] [l] [i] [c] [e] [g]

Use a space as a separator between the Last Name and First Name.

Start entering the Last Name. After you've entered a few letters, enter a space, and then start entering the First Name:

Example: [g] [o] [space] [a] [l]

Stylus Free Lookup
You can easily lookup names without using the stylus, and without using Graffiti. Use your finger to tap the buttons, and quickly find a name. To go into Stylus Free lookup mode, tap the abc... button from Standard lookup or Smart lookup mode.

Stylus Free lookup mode always uses Smart lookup. You can lookup records based on the First Name, Last Name, or Company Name, without needing to re-sort the Address Book. You can also lookup a record using a combination of First Name and Last Name. As you tap the buttons, the matching characters will be highlighted, and the matching records will be displayed.

In Stylus Free lookup mode, the names are displayed without the phone numbers. You will see the phone numbers when you open a record in Record View.

In Stylus Free lookup, you enter names by tapping the buttons on the screen. Each button has 3 or 4 letters. In order to enter a name, tap the button that contains the letter that you want to enter.

Tap the ? button to enter any character that is not a letter. This includes spaces, numbers, and punctuation.

The ? button can also be used as a separator between the First Name and Last Name. If you tap the ? button, in order to skip from the First Name to the Last Name (or from the Last Name to the First Name), the name that has been partially entered will be completely highlighted.

Tap the Clear button to delete the last character that was entered. Tap the Clear button and keep it pressed until you hear a beep (about 1/2 second), to delete all of the characters that have been entered.

When you start to enter a name, you might see some records that you did not expect to see. This is a result of having 3 or 4 letters on each button.

Example: To enter Alice, tap the following buttons: [abc] [jkl]

You will see a long list.

Tap one more button: [ghi]

There will be fewer records in the list, and you can select the desired record.

In most cases, after tapping a few buttons, you will see the record you are looking for in the list.

You can use the ? button as a separator between the Last Name and First Name.

Start entering the Last Name, and after you've entered a few letters, tap the ? button, and then start entering the First Name.

For Alice Gold, enter:
[ghi] [mno] [?] [abc] [jkl]

You can use the ? button as a separator between the First Name and Last Name.

Start entering the First Name, and after you've entered a few letters, tap the ? button, and then start entering the Last Name:

For Alice Gold, enter:
[abc] [jkl] [?] [ghi] [mno]

You can tap any name to open its record. You can scroll up and down using the Next and Prev buttons, or the PageUp and PageDown keys. To open the selected record, tap the View button. If your device has a 5-way navigator you can open the selected record by pressing the center button. If the letters you enter uniquely identify a record, it will be opened automatically.

Tap the button to return to Lookup View. Tap the button and keep it pressed until you hear a beep (about 1/2 second), to exit PhoneMagic. If you exit PhoneMagic when you're in Stylus Free lookup mode, the next time you run PhoneMagic, it will open up in Stylus Free lookup mode.

The buttons that are used to lookup names can be on either side of the screen. To change their position use the "Keypad on Right Side" checkbox in the PhoneMagic Preferences. See PhoneMagic Preferences for further details.

To open a record for viewing in Record View, you can tap the record in Lookup View and it will be displayed in Record View. Or you can enter a linefeed stroke, in order to display the selected record in Record View. See how you can open a record on a device that has navigation controls.

On the title bar of Record View, the Recent List checkbox is displayed. If the record is already in the recent list, the checkbox will be checked. If the record is not in the Recent List, it will be checked only if the Auto Insert into Recent List preference is checked.