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.

If you are in the Stylus Free lookup mode, and you open a record, the buttons on the screen are larger, to make it convenient for you to tap with your finger.

In this case, tapping on the record, will return you to Stylus Free lookup mode rather than opening the record for editing.

Once the record is opened in Record View, you can check or uncheck the Recent List checkbox. The status of the Recent List checkbox when Record View is exited, will determine whether the number will be inserted into the Recent List or not. See Recent Number Management for further details.

If a reminder has been set for that record, the Alarm Clock symbol will be shown in the bottom right corner of the screen. The details of the Reminder can be viewed and modified by tapping the button. In order to set a reminder, tap the button. See Reminders for further details.

If your Palm organizer is configured for dialing a phone, any phone number from the record that is being displayed, can be dialed by tapping the Dial button. See how you can dial on a device that has navigation controls.

Many Palm OS 5 and Sony Clie devices have sound capability that can properly play Touch-Tones. On such devices, it is possible to use PhoneMagic to dial phone numbers on any Touch-Tone phone line (this does not include cell phones).

If your device does not support this feature, you will not see the Tone Dial button.

All you need to do is hold the speaker of the Palm device next to the microphone of the phone, and tap the Tone Dial button.

There is a delay of about 2 seconds before Touch Tone dialing starts. Four clicks will be heard, and then the dialing will start. This will give you time to make sure that your Palm device is next to the phone's headset.

Commas can be added to the dialing string. Each comma will pause the dialing for a second.

PhoneMagic Reminders allow you to set a reminder for any record in the Address Book. You will be able to specify the time and date for the reminder, as well as the reminder text. At the specified time and date, an alarm will be sounded, and the name, reminder text, and phone numbers of the specified record will be displayed.

If you don't respond to the alarm, it will be repeated based on the PhoneMagic preference settings. See PhoneMagic Preferences for further details.

Setting a Reminder
Select the desired record in Lookup View and open it in Record View. Tap the button to open the Reminder screen.

The record's name will be displayed in the title bar of the Reminder screen. The Reminder pushbutton will be selected.

On this screen you will be able to set the Reminder Date and Time, as well as the Reminder Text. The phone numbers of the record are displayed in a button in the bottom half of the screen.

If there is no reminder set for the record, today's date will be displayed. The time will be set to 5 - 10 minutes later than the current time (it will be rounded to a 5 minute interval). If there is a reminder set for the record, the date and time that are shown when you open the Reminder screen, are the date and time that were set for that reminder.

If you enter text in the Reminder Text field, this text will be displayed when the Reminder alarm is sounded.

Tapping the big button where the phone numbers are displayed, will show the complete record.

Tapping the Cancel button will return you to Record View without setting or clearing the Reminder for that record. Tapping the Clear Alarm button will set the Reminder date and time to None. Tapping the OK button will set the Reminder based on the Reminder Date and Time. If the Reminder Date and Time are None and the selected record previously had a Reminder set, the Reminder will be cleared.

NOTE: When you open a record in Record View, if there is a reminder set for that record, the alarm icon will be displayed in the bottom right corner of the screen, indicating that a reminder has been set for that record.

In order to see a list of all the Reminders that are set, tap the button in the Lookup View screen. You will see a list of all of the Reminders and their date and time.

Another way to see the Reminder list, is to select View Reminders from the Record menu. This is useful in Stylus Free lookup mode, when there is no button.

The list will be sorted chronologically with the next reminder at the top of the list. Selecting a record will open the Reminder screen for that record so that you can modify or clear the reminder. To switch back to Lookup View, tap the OK button, or press the Address Book button.

When a Reminder is Triggered
When the time for a reminder is reached, an alarm will be sounded, and the name and phone numbers of the record will be displayed along with the Reminder Text that was set for this reminder.

If your Palm organizer is configured for dialing a phone, any phone number from the record that is being displayed, can be dialed by tapping the Dial button.

You can see the whole record by tapping the button where the phone numbers are displayed, or by tapping the View Record button.

You will have the choice to dial any phone number from the record that is being displayed.

By tapping the Snooze button, you can Snooze for the default snooze time set in the PhoneMagic Preferences screen. To snooze for a different amount of time, tap the Snooze for dropdown list, and select the amount of time.

You can re-schedule the alarm by tapping the date or time selectors under Next Scheduled Alarm.

If you tap the Snooze button, the alarm will be triggered again after the snooze time has elapsed. Once the "Next Scheduled Alarm" has a time and date, the alarm will be set when you tap either the Snooze or OK button. If you leave the Next Scheduled Alarm date and time set to None, and tap the OK button, the Reminder will be cleared.

Reminder Preferences
See PhoneMagic Preferences for further details about settings related to Reminders.

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.

Select the desired record in Lookup View and open it in Record View.

Tap the button to open the Reminder screen.

The record's name will be displayed in the title bar, and the Reminder pushbutton will be selected.

If you want to insert an event, tap the Appointment pushbutton.

On the Appointment screen you will be able to set the Date, Time, Alarm, and the Text description for the appointment.

The text is set to:
Meeting with ‹Record Name›
where Meeting with is highlighted,
and ‹Record Name› is a Virtual Link to the record that you are viewing.

After you have set the date and time for the appointment, you can modify the text that is highlighted, or add text after the Virtual Link.

Tap the Insert Event button in order to actually insert the event into the Date Book. Tap the Cancel button to return to Record View

After inserting the event, you get a confirmation screen.

Tap the Continue button to remain in PhoneMagic. Tap the Goto Date Book button to open the Date Book with the new event selected. It will go to DateBk5, DateBk4, Agendus, DateBk+, Contacts (Tungsten T3 or Tungsten E), or Date Book.

The Date Book will show the event as specified in PhoneMagic.

You can place the cursor anywhere in the field with the Virtual Link, and when you pop-up PhoneMagic, the record will be opened immediately.

See Virtual Links to the Address Book for more details.

You can pop-up PhoneMagic without exiting most applications, by using the Command Bar Icon feature (this requires Palm OS 3.5 or higher), or the Phone Lookup function. This allows you to access PhoneMagic while you are running another application. Once you have found the information you were looking for, you can continue where you left off.

Using Virtual Links, you can pop-up PhoneMagic and view a specific record based on the text in the application that you are running.

In order to enable the pop-up capability of PhoneMagic, you must check either the Phone Lookup Enabled checkbox or the Command Bar Icon Enabled checkbox, in the PhoneMagic Preferences. See PhoneMagic Preferences for further details.

In order to pop-up the Command Bar, you must do a Command Stroke. The Command Stroke is a stroke from the bottom left corner of the Graffiti area, to the top right corner. The PhoneMagic icon will be displayed on the Command Bar. Usually it will be the left-most icon.

You can pop-up the Command Bar from any screen that has a menu.

There are some devices that do not support Graffiti but have a Command Stroke button on the keyboard (e.g., Tungsten W, Tungsten C).

In order to Pop-Up PhoneMagic on a Treo 600/650, you simply 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. On a Treo 650, set the PhoneMagic Preferences screen, so that Command Bar Icon Enabled is checked.

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

Phone Lookup Replacement
The Palm organizer has a built-in Phone Lookup function. PhoneMagic can optionally replace the built-in Phone Lookup function and use it to pop-up PhoneMagic.

If you have checked the Phone Lookup Enabled checkbox in the PhoneMagic Preferences, you will pop-up PhoneMagic whenever you invoke the Phone Lookup function.

In order to use the Phone Lookup function, it must be supported by the application that you are running. It can be invoked from the application's menu (usually under the Options menu), or by doing a Graffiti Command Stroke followed by the letter L.

Pop-up Activation
This feature allows you to look up a phone number without leaving the application that you are currently running. When you view a record, you can tap the Dial button, to dial a number. Once you have found the information you were looking for, you will continue where you left off in the application you were running.

When you are viewing PhoneMagic after it has been popped-up, the PhoneMagic icon will be displayed in the title bar. You can look up records in the same way that you would when you run PhoneMagic, however, menus are not available. Once you tap the OK button, you will return to the original application.

Using PhoneMagic's pop-up capability, you can create a Virtual Link to an Address Book record from within any text field, in any application.

The easiest way to create a virtual link is to place the cursor in an empty field. Then pop-up PhoneMagic using the Command Bar Icon or Phone Lookup Replacement.

This will display the Lookup View of PhoneMagic. You can look up a record and select it, so that you see the Record View.

For example, let's create a virtual link in the Date Book for Robert Grant.

Enter the name or company name, and select the record.

When you tap the Insert button, the record will be closed, and you will return to the original application.

When you return to the original application, the name will be inserted into the field, and will be enclosed in angle brackets. This is a Virtual Link.

Once there is a Virtual Link, you can place the cursor anywhere in that field, and pop-up PhoneMagic using the Command Bar Icon or Phone Lookup Replacement.

When you pop-up PhoneMagic, that record will be opened immediately, and you can choose to Edit the record, or if your Palm is configured for dialing, you can dial the number immediately.

If you tap the Edit button, the current application will be exited, and PhoneMagic will be launched, with the selected record opened for editing.

When you tap the OK button to exit PhoneMagic, you will be returned to the application that was running when you popped up PhoneMagic, but you might not be returned to the same place.

Once you have created a Virtual Link, you can add other text to the field outside the angle brackets. You will still be able to open the Virtual Link by placing the cursor anywhere in the field and popping up PhoneMagic.

Virtual Links for the Expert
You can also insert a Virtual Link without enclosing the name in angle brackets. In order for this to work properly, the name must match the Address Book record exactly, and the first and last names cannot have any spaces in them.

One way is to do this is to enter the person's first name followed by their last name, in the text field. There can be other text before or after the name.

In order to open the record in PhoneMagic, you must place the cursor:
- right in front of the first name
- right after the first name
- or within the first name

Then pop-up PhoneMagic using the Command Bar Icon or Phone Lookup Replacement.

If there is a record that matches the first and last name, it will be opened in Record View. If there is no matching record, the Lookup View of the PhoneMagic application will be opened, and the closest matching name will be selected.

Alternatively, you can highlight the first name and last name and then pop-up PhoneMagic.

You can have multiple links in a single field. To add a second link using the pop-up, you will need to insert the angle brackets manually, and place the cursor between them, and then pop-up PhoneMagic to select and insert the name.

To open a specific link, place the cursor within the angle brackets containing the link, and pop-up PhoneMagic to see the record.

PhoneMagic keeps track of phone numbers that you recently looked up. Each time you run PhoneMagic, up to ten recent numbers are displayed at the beginning of the list. This makes it very easy to find the phone number of someone who you recently looked up.

There can be up to 10 names in the recent number list. When the list is full and a new record is inserted, the last record in the list will no longer be in the recent number list, and the new number will be inserted at the beginning of the list.

NOTE: You will not see the list of Recent Numbers if you have a category selected. You will only see the list when you are viewing All categories.

Recent Numbers are shown in a different color than names and numbers that are not in the Recent Number list. See Color Scheme Management for further details. If your device doesn't support color, or if you un-check the Use Color checkbox, Recent Numbers will be underlined.

If you do not see the recent number list, you can view it by tapping the Clear button.

When you open a record for viewing, you can decide if you want the record to be inserted into the Recent Number List.

To insert a number into the Recent Number List, make sure the Recent List checkbox is checked. If you do not want the record to be in the recent number list, make sure that the Recent List checkbox is not checked.

When you open a record that is already in the Recent Number List, and you leave the checkbox checked, that number will be moved to the top of the list, and all other numbers that were before it will be moved down.

The PhoneMagic Preferences allow you to determine the default setting of the Recent List checkbox in Record View.

See PhoneMagic Preferences for further details.

Single Button Review of Recent Numbers
There are many times when it's inconvenient to use the stylus to find and open a record in the Address Book. If you are in Lookup View, and you press the Address Book button, the most recent record (the one at the top of the list) will be opened, and displayed in Record View.

Pressing the Address Book button again will advance you through the list of recent numbers. If you press the Address Book button while viewing the last record in the Recent Number List, the first record will be displayed again. Using this technique, you can conveniently view all of the recent number records without using the stylus.

Any masked records in the Recent Number List will not be displayed.

In order to use this feature, you must have the Address Book button set to launch PhoneMagic. See PhoneMagic Preferences for further details.

When the Lookup View of PhoneMagic is displayed, if you open the Menu, and select View New Records from the Record menu, you will see a list of your Address Book records, starting with the most recent record that was added to the Address Book.

The title of the screen will be New Records. The records will be shown in the reverse order that they were added to the Address Book. You will be able to scroll down, using the scroll arrows, or the Page-Up / Page-Down buttons.

In this view you will only see records that have been added to the Address Book since you performed a Hard Reset on the device (or switched to a new device).

In order to switch back to Lookup View, tap the OK button, or press the Address Book button.

Features have been added in both PhoneMagic and DateBk5 to integrate the two applications seamlessly. In order to take advantage of these features, you'll need PhoneMagic Version 1.30 or higher, and DateBk5 Version 5.1b or higher.

In order for the integration to work, select Preferences from the Options menu, and tap the Split tab. Enter PTpm in the Addr CreatID field (at the bottom of the screen).

When Setting an Appointment in PhoneMagic, and DateBk5 is installed, you will be able to select the category of the event to be inserted. If the category of the selected record exists in DateBk5, that category will be the default selection for the event. If the category doesn't exist in DateBk5, then Unfiled will be the default selection. The dropdown can be tapped to select a different category.

The inserted event will automatically contain a DateBk5 Link.

If you tap the Link icon of the event, it will open the record in PhoneMagic. You can choose to Edit the record, or if your Palm is configured for dialing, you can dial the number immediately.

In DateBk5, tap the Link button. This will pop-up PhoneMagic. You can then use PhoneMagic's Smart Lookup or Stylus Free lookup to select the record to be linked to. Once you lookup the record, and open it, tap the Insert button, and you will be returned to DateBk5 in order to complete the creation of the link.

When a DateBk5 Alarm rings, if the event had a link to the Address Book, and PhoneMagic is installed, there will be a Link button displayed on the alarm screen. Tap the Link button to open the record in PhoneMagic. You can then view the record, and if your Palm is configured for dialing, you can dial any of the record's phone numbers.

In DateBk5, tap the New button, and select Address from the list. This will open a new record in PhoneMagic. After you finish creating the new record, tap the Done button, you will return to DateBk5 exactly where you were when you selected New Address.

In DateBk5, tap the New button, and select Call/Action from the list. This will pop-up PhoneMagic. You can then use PhoneMagic's Smart Lookup or Stylus Free lookup to select a record. Tap the Insert button on the record, in order to use the selected record for the Call/Action.

In DateBk5, select Find Items linking to this from the Record menu. If nothing is selected in the split-screen window, and the insert pointer is not in an Appointment or Todo, then PhoneMagic will be popped up, and can be used to lookup and select the item to be searched for.

If PhoneMagic is launched when DateBk5 is running, and you exit PhoneMagic by pressing the OK button, you will return to DateBk5 in the place that you were when you launched PhoneMagic. If you exit PhoneMagic by pressing the Date Book button to launch DateBk5, you will also return to DateBk5 where you left off.

In DateBk5, you can pop-up PhoneMagic, by tapping the New button, and selecting Launch App. from the list. In order for this to work, select View Display Options from the Options menu, and enter PTpm in the App CreatID field.

PhoneMagic supports devices that use specific navigation hardware. Find out how to use your device with PhoneMagic:

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

5-Way Navigator

In Lookup View, when no record is selected, Page-Up and Page-Down will scroll one screen at a time. When a record is selected, Page-Up and Page-Down will scroll one record at a time, and the next / previous record will be selected. Pressing the Navigator’s Select button (the middle button) when no record is selected will select the first record shown on the screen. Pressing the Navigator’s Select button when a record is selected will open the Record View for that record. Pressing the Left button when a record is selected will un-select the record. Pressing the Right button when a record is selected, will change the Category and select the first record in the next Category.

When no record is selected, the Right and Left buttons are used to jump to the first record that starts with the next / previous letter (A,B,C). This allows you to quickly move through the address book.

When you run PhoneMagic initially, no record will be selected. You can use the Right or Left buttons to advance quickly to the first record beginning with the letter that you’re looking for. Once you’ve found the right letter, use Page Up / Page Down to scroll one screen at a time. Once you’re on the correct screen, select the first record on the screen by pressing the Select button, and then scroll down one record at a time, until the desired record is highlighted. You can then open the record by pressing the Select button again.

When in Record View, pressing the Select button will close Record View and return to Lookup View. Pressing the Left button will also close Record View. Pressing the Right button when in Record View will open the Dial form.

In the Dial form, pressing the Select button will cause the number in the Number to Dial field to be dialed. Use the Page-Up and Page-Down to select the number to be dialed if there is more than one number in the list. Pressing the Left button will close the Dial form and return you to Record view.

Sony Jog Wheel

In Lookup View, when no record is selected, Jog-Up and Jog-Down will select the first record shown on the screen. When a record is selected, Jog-Up and Jog-Down will scroll one record at a time, and the next / previous record will be selected.

Pressing the Jog button in, when a record is selected will open the Record View for that record. Pressing the Jog button in, when a record is not selected, will switch to the next Category in the Address Book.

If you press the Jog button, and then scroll up or down while holding it in, you will jump to the first record that starts with the previous or next letter in your Phone Book (A,B,C). Pressing the Jog button and scrolling is not too convenient, but with some practice it can be mastered.

When in Record View, pressing the Jog button in, will close Record View and return to Lookup View.

In the Dial form, pressing the Jog button in, will cause the number in the Number to Dial field to be dialed. Use the Jog-Up and Jog-Down to select the number to be dialed if there is more than one number in the list.

Treo Jog Rocker

In Lookup View, when no record is selected, Jog-Up and Jog-Down will jump to the first record that starts with the previous / next letter (A,B,C).

When a record is selected, Jog-Up and Jog-Down will scroll one record at a time, and the next / previous record will be selected. Pressing the Jog Rocker in, when no record is selected will select the first record shown on the screen. Pressing the Jog Rocker in, when a record is selected will open the Record View for that record.

When in Record View, pressing the Jog Rocker in, will close Record View and return to Lookup View.

In the Dial form, pressing the Jog Rocker in, will cause the number in the Number to Dial field to be dialed. Use the Jog-Up and Jog- Down to select the number to be dialed if there is more than one number in the list.

Treo 650 users can easily run PhoneMagic from the Phone application. Just press the Center button on the 5-Way Navigator and PhoneMagic will be run.

If the Contacts application is run when you press the Center button, you need to check Launch with Address Button in the PhoneMagic Preferences. See PhoneMagic Preferences for further details.

Answering Calls
When you receive a phone call, the application that was running will be exited, and the Treo 650 Phone application is run. Normally when you hang up, you go back to the Phone application.

With PhoneMagic, when you hang up, you will return to whatever application that was running at the time of the call. Whether you will return to the exact place that you were, or not, depends on the application itself.

Pop-up Activation
The Treo 650 does not have a Command Stroke button. In order to Pop-Up PhoneMagic on a Treo 650, you first need to map the Option Button combined with one of the application buttons to PhoneMagic.

On the Treo 650,
tap the Prefs icon.
Select the Buttons category.
On the right side of the screen,
select the button that you want to be used for popping-up PhoneMagic.

On the PhoneMagic Preferences screen, make sure that Command Bar Icon Enabled is checked.

Once you've done that, you can pop-up PhoneMagic by pressing the Option button, and then the specified application button.

Lookup View
When you have a record selected in Lookup View, the Right Navigation button will open the Dial List.

Treo 600 users can easily run PhoneMagic from the Phone application. Just press Down on the 5-Way Navigator and PhoneMagic will be run.

If the Contacts application is run when you press Down, you need to check Launch with Address Button in the PhoneMagic Preferences. See PhoneMagic Preferences for further details.

Answering Calls
When you receive a phone call, the application that was running will be exited, and the Treo 600 Phone application is run. Normally when you hang up, you go back to the Phone application.

With PhoneMagic, when you hang up, you will return to whatever application that was running at the time of the call. Whether you will return to the exact place that you were, or not, depends on the application itself.

Pop-up Activation
The Treo 600 does not have a Command Stroke button. In order to Pop-Up PhoneMagic on a Treo 600, you first need to map the Option Button combined with one of the application buttons to PhoneMagic.

On the Treo 600, tap the Prefs icon.
Select the Buttons category.
On the right side of the screen, select the button that you want to be used for popping-up PhoneMagic.

Once you've done that, you can pop-up PhoneMagic by pressing the Option button, and then the specified application button.