Productivity Consulting
Productivity Consulting Newsletter
May, 2007 - Amicus Users
In This Issue
Splash ID
Palm Treo Buttons
Palm Favorites
Quick Links
 
 
Still Using Amicus 5.5, 5.8 or Amicus Small Firm?
Manual box shot 

If you haven't already purchased my Step by Step Guide to Amicus Attorney, now is the time.  This great training manual will help your users learn more about the great features in Amicus 5.5, 5.8 or ASF.
 
This is also a reminder that we offer complete Amicus training and consulting services - we use various remote services to log into your system and help your users become more productive in Amicus, or help you manage or administer Amicus for your firm.
 
Also, don't forget about our newest service - a monthly or quarterly Amicus checkup.  Click on the link below to request more information about this service.
 
 
Dear Lori,

Happy Spring to all!
 
For those of you who are using a Palm Treo 650, you will love all of the great tips in this newsletter.  If you are using a Treo 700P, most of the tips here will work for you as well - the biggest difference being where the buttons are located on your handheld unit.
 
For those who have not yet been hit by the Palm bug, read some of the tips here, and maybe you too will become a Palm devotee.
 
For Amicus 5.5 or Small Firm users, please read the Featured Article about our training manual, and find out more about our training and consulting services.
 
Splash ID
 Splash ID
 
SplashID is definitely one of my favorite Palm applications - it allows you to enter all of your user names, passwords, credit cards, PINs, and more - directly to your Palm, or to your desktop. This program gives you an easy way to organize and protect your critical information at home, at work, or on the road.  You only have to remember one main password - the rest of your important information is stored securely for you to view anytime.
 
It is easy to use, and the cost is only $29.95.  You can also get a free trial by clicking on the link below.
 
 
Palm Treo Buttons
 
Palm Treo 650Caps / Numbers & Symbols (Option Lock) / Menu (Right-Click) - Treo 650
 
CAPS - While you are in any text field, press the up-pointing arrow on the bottom left (or bottom right) of the keypad once to enter one capital letter - you will see the same up-pointing arrow on the bottom right corner of the screen display; press it twice to turn on the Caps Lock - you will see a smaller underlined arrow on the display; press it again to turn off the Caps feature - nothing appears on the display.
 
NUMBERS / SYMBOLS - The Option Lock button is the button to the left of the letter 'Z' on the keypad (to me it looks like a small ink blot).  While you are in any text field, press the Option key once to enter one number or special character - you will see the same Option icon on the bottom right corner of the screen display; press it twice to turn on the Option Lock - you will see an underlined Option icon on the display; press it again to turn off the Option Lock - nothing appears on the display.
 
MENU (Right-click) - If you press the Menu button (above and to the right of the 5-way navigator), you will see a list of menus with various items specific to the module you are currently using.  You can use the up, down, left and right buttons around the 5-way navigator to move between the menus, or press the Center button to select a menu item.
 
For example, if you are in a Contact record, and have just highlighted text in the Work Phone field, pressing the Menu button will pull down the Edit menu - you can then select 'Cut' or 'Copy'.  Then you can move to another record, or another field (or just open the Notes field by selecting Notes at the bottom of the display - to the right of the 'Details' button) - press Menu again and select 'Paste'. 
 
Any time you are in any typing area and press the Menu button, you can select 'Edit' - 'Keyboard' to see all of the available characters.  You can select abc to enter text from the keyboard; select 123 to enter numbers or special characters; select Int'l to enter various international characters.
 
NOTE: In some areas, you may be able to use your finger to select items on the display - in some areas, it may be difficult, so you will have to (or want to) use the stylus.
 
Palm Treo - Using Favorites
 
One of the greatest time-saving Palm features is the Favorites buttons, which allows you to setup one-button access to Palm applications, and program Quick Keys to quickly dial your often-used contacts.
 
Just below my dial pad, I have 4 Favorite buttons displayed - Contacts, Call Log, SplashID, and SMS.  And if I scroll down, I can quickly select the Camera and Voice Mail.  Almost all of the other Favorites have Speed Dial numbers stored.  Keep in mind that you can change any of the Favorite buttons any time to suit your needs.
 
Here's how to add a Speed Dial to a Favorite button:
 
1. Press the green Dial button, and then press the Down navigator button to highlight any of the blank favorites (you may have to press Down and/or Right a few times to locate a blank Favorite button).  NOTE:  If you wish to change a speed dial associated with a Favorite button, press Menu and select Edit Favorites Button.
 
2. Once you locate the blank button, press the Center button and select Speed Dial as the Type.
 
3. Select Lookup next to Label, and locate the contact you wish to add.  (You can begin typing the first name or last name - whichever works best to locate the name).  You will see a list of phone numbers that can be used for speed-dialing.  (You can assign speed dials to 'Work', 'Home', or 'Other', as well as 'Main', 'Pager' or 'Mobile' - however, if you are linking to Amicus, we encourage you to stick to Work, Home, or Other.)
 
4. Select the number you wish to use and select Add - you will see the contact's name (with a designation of W, H or O) in the Label field, and the phone number listed below.
 
5. Then we want to assign a Quick Key - this is what makes the Favorite button so great.  Enter any letter a-z in the Quick Key field.  (NOTE: you only have 26 letters, so try to assign letters that you will easily remember.  If you select a letter that is already assigned, you will see a warning when you select OK.)
 
NOTE: One other thing you can add to specific Favorite buttons is to assign Ringtones for that contact.  (If you do not select a different Ringtone, then the default will take affect.)  Specifying a Ringtone means that when that person calls you - you will hear the Ringtone that you selected.  So for someone special, you will be able to know without looking at the phone when that person is calling.
 
5. Select OK to complete the assignment of the Favorite button.
 
Now when you are ready to call one of your Favorites, the easiest way is to press and hold the assigned letter from the dial pad.  If you don't remember the letter, while viewing the dial pad, scroll down until you see the desired Favorite name.  Before you dial, look to the right of the name, and you'll see the Quick Key assigned to that number - you will definitely want to use that next time!  Press the Center button to dial the number.
 
More coming next month!
Sincerely,
 

Lori Berenson
Productivity Consulting