Palm OS Member Directories

Contents

System requirements

You must have a Palm OS 3.5 or higher. You will need at least 1,596 K of free memory to install the program, and you must be running HotSync.

Application and Images Sizes
To install the Member Directory, you will need to have enough free space on your PDA for the main application and database. The photos, which are optional, will take up additional space depending on the PDA model and whether you want them in color or black-and-white.
Main Application and Database 1,596 KBytes (required)

Photos
PDA Model Black and White Color
Palm Treo 650, 680
Palm Treo 700 series
Palm Tungsten (all models)
Palm Zire 71 or 72
Palm LifeDrive, TX or Z22
 14,522 KBytes 29,007 KBytes
Any other model
Or when low resolution images
are desired to conserve memory 		3,802 KBytes 7,279 KBytes
Last Update: Jun 8, 2007
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Installation

Go to the Install/Update page and follow the instructions there.

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Running the Member Directory

Your program will be called "OCBA" in your menu. Simply select the application from the menu.

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Finding Members

There are five different ways to locate Members: using the alphabet keys, searching on criteria, searching by keyword, and looking at your list of shortcuts.

Alphabet Keys

The alphabet keys are located near the top of the screen. Each key contains two letters of the alphabet. Select the key for the starting letter of the last name of the Member you want to locate.

For example, if you are looking for William Granger, choose the “gh” button, which will give you a list of all the Members whose last names start with either "G" or "H".

Graffiti Input

At any time, you may use the graffiti input area on your device to quickly find directory entries by last name. Letters entered using graffiti input will initiate an automatic search for last names starting with the letters that have been entered. You may enter a string of up to 20 letters consecutively and you may also use the backspace graffiti stroke to remove the last entered letter from the search string. The search results list will change each time you enter an additional letter to reflect the new search string. The search string is temporary and will be discarded when you stop entering new letters and do something else with the program, like choosing to view a member or selecting an Alphabet Key.

For example, if you enter "t" in the graffiti input area the program will show you a list of all the Members whose last names start with "T". If you then enter "r", the program will show you a list of all the Members whose last names start with "Tr". You may stop entering letters and select the Member you want to see from the list at any time. Then you can begin another search by entering a letters in the graffiti area.

Search by Criteria

Press the menu button on your Palm, go to the Tools menu, and select Search. Tap the field you wish to search on before attempting to enter any criteria. You may search on multiple criteria, if you like. The program is not case-sensitive, so you may enter lower or upper case letters.

  • Press Cancel at any time to take you out of this view
  • Press Search to initiate your Member find

For example, if you are looking for a member whose last name was similar to Smith, but you can't remember exactly what it was, enter "SM" into the last name field, and press Search.

Or, perhaps you are looking for a Member with the first name of Sue but you can't remember the last name. Enter "sue" into the first name field, and press Search.

Or, perhaps you are attempting to locate a member with a particular practice area, for example Criminal Law. Select "Criminal Law" from the list of available Areas of Practice, and press Search. 

Search by Keyword

Press the menu button on your Palm, go to the Tools menu, and select Keyword Search. This will enable you to search by a keyword or phrase. You may enter a partial keyword or phrase, as well, although entering multiple keywords that do not appear sequentially within the data will result in no Members being located.

  • Press Cancel at any time to take you out of this view
  • Press Search to initiate your Member find

For example entering and search the keyword "judge" will show you a list of all the members with the status "Judge" but the list will also include any member with the word "judge" in their information.

Shortcuts

Select the Shortcuts button at the end of the alphabet keys. This will bring up your list of previously selected shortcuts (see Shortcuts for more information)

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Viewing Member Data
After you have located the Member you want (see Finding Members for more information), click on the Member’s name to bring up his or her data. The Member’s name, status, phone number, and picture will be displayed, as available (picture will not display if you have turned off that option).

Additional Data

In order to view additional information, click more (under the photo). This will enable you to see such information as address, additional phone numbers, certifications, and notes that you have taken (see Notes for more information)

While viewing additional information, click the right and left arrow buttons to move from screen to screen within that Member’s data.

When you no longer wish to view the additional information, select less

Scrolling through Multiple Members

While the Member window is still open, you may still click on another Member name in the main window in order to scroll through a listing of members. Or, you may use either the rocker button/up & down arrows or your scroll button on your Palm to scroll.

Closing the Member Window

When you are finished viewing data for Members, you may close the window by clicking on the X.


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Notes
You have the ability to add and edit notes about particular Members, so you can keep track of any additional information not already listed.

  1. Open the profile of the Member to whom you wish to add notes (see Viewing Member Data for more information)
  2. Click on more
  3. Using the arrow keys, scroll through the additional data until you reach the notes display
  4. Click on the area where the notes display, and then add your note
  5. Choose Save Changes when done or select Cancel to leave this view
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Changing the Member Profile View

You may customize the default profile view by deciding how much information displays for each Member when a name is selected and whether or not to show photos.

Normal View by Default

When this view is selected, the base amount of data will be displayed, exactly as outlined in Viewing Member Data.

  • Press the Menu button on your Palm
  • Go to the Tools menu
  • Select Profile View Options from the Tools menu
  • Highlight Normal View by Default under "Select Default Profile View"
  • Click Save View Options
More Info View by Default

When this choice is turned on, Member profiles will display automatically as if you had just selected the more button. You may still use the less button to hide the information, as usual.

  • Press the Menu button on your Palm
  • Go to the Tools menu
  • Select Profile View Options from the Tools menu
  • Highlight More Info View by Default under "Select Default Profile View"
  • Click Save View Options
Notes View by Default

When this choice is turned on, Member profiles will display automatically as if you had just selected the more button and then scrolled through using the arrow keys to reach the Member notes. You may still use the less button to hide the information, as usual.

  • Press the Menu button on your Palm
  • Go to the Tools menu
  • Select Profile View Options from the Tools menu
  • Highlight Notes View by Default under "Select Default Profile View"
  • Click Save View Options
Profile Photo Options

You may choose whether or to not view photos while looking at Member profiles. Selecting this option may result in faster load time for some Palms.

In order to turn off Member photos:

  • Press the Menu button on your Palm
  • Go to the Tools menu
  • Select Profile View Options from the Tools menu
  • Highlight Don't Show Photos under "Select a Profile Photo Option"
  • Click Save View Options
In order to view Member photos:
  • Press the Menu button on your Palm
  • Go to the Tools menu
  • Select Profile View Options from the Tools menu
  • Highlight Show Photos under "Select a Profile Photo Option"
  • Click Save View Options
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Shortcuts
Shortcuts are a quick way to return to frequently-viewed Members. You may access your shortcuts by clicking on the Shortcuts button at the top of the screen.

Adding a Member to your Shortcuts

While you have either the Member’s data screen showing or you've highlighted a Member from the list, press the Menu button on your Palm. Under the Tools menu, select Add to Shortcuts. When asked to confirm, select Yes.

Removing a Member from your Shortcuts

While you have either the Member’s data screen showing or you've highlighted a Member from the list, press the Menu button on your Palm. Under the Tools menu, select Remove from Shortcuts. When asked to confirm, select Yes.

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Updating

It is recommended that you update your Palm directory at least once a month in order to have the most up-to-date information available. In order to update, you will need to download the directory again. Go to the Install/Update page and follow the instructions.

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