Glossary

activity. An activity is a Datebook/Calendar or a Todo List/Tasks item. It is generally scheduled for a date and a time.
additional contact. This refers to the items on the Contacts tab of a record in GoldMine.
Address Book. This is the term used for contacts on the BlackBerry and on older Palms. Our software uses this term generically to refer to contact records.
build. We track changes in our software by version and build. Build is a sub-version. You need to know which build of our software you have.
case. Case refers to whether letters are capitalized. A capitalized letter is an uppercase letter, and an uncapitalized letter is a lowercase letter.
case sensitive. Case sensitive means that it is important to pay attention to capitalization.
category. A category is a section of your data. For example, in your contact database, you may have vendors, personal contacts, doctors, etc. A category could be used separate your database into these areas. ACT! and GoldMine do not have categories.
Category Manager. This is an option in CompanionLink. It is used to set up synchronization of multiple databases, to keep data from synching, and to set areas of the database to sync in different ways.
checkbox. This is a hollow square that, when you click on it, has an X in the middle. If it is empty, then this means No. If it has an X in it, then this means Yes.
checkmark. The X in a checkbox.
click. Unless specified otherwise, this means to press the left mouse button.
close. This means to exit a screen or a program.
clx. This stands for 'CompanionLink'. 'Clx' is used to indicate which information types in ActiveSync are for the direct sync.
CompanionLink Setup. This is a specific program on your computer that is used to configure the settings for CompanionLink. If you have CompanionLink installed, you can find this program by clicking on the Start menu, then choosing Programs and CompanionLink. CompanionLink Setup will be in that folder.
conduit. A conduit is the same as a information type. This refers to an area of your handheld/contact manager. Conduits include Address Book, Datebook, Todo List, Memo Pad, Contacts, Calendar, Tasks and Notes.
configure. This means to choose your settings.
connect. This means to hook up your handheld so that it can communicate with your computer. Depending on your handheld, you would do this either by putting the handheld into the cradle or plugging in the cable that goes between the handheld and the computer.
contact. An address record. This includes the name, phone number, address and any associated information.
contact manager. A contact manager, also referred to as a PIM, is a program which stores your name, address and calendar data.
Datebook. This is the Palm term for calendar records. Our software uses this term generically to refer to calendar records.
disconnect. This means to remove your handheld from its cradle or to unplug its cable so that it can no longer communicate with your computer.
double-click. This means to press the left button on your mouse twice.
dropdown. This is a kind of menu. In a dropdown menu, you would typically see a box with some text in it. That text is your current selection. To the right of the box would be an arrow. Clicking on the arrow would display all of the other selections you can make.
dupe. See 'duplicate'.
duplicate. This refers to records with similar or the same data in them which appear multiple times in your contact manager and/or sync destination.
Exchange. This is the networked version of Microsoft Outlook.
exit. This means to close a program so that it is no longer running on your computer, or to close a screen in a program.
field. This is an area you can enter data into or the label for this area. For instance, in a contact record, the place where you enter the phone number is a field.
group. An ACT! feature. ACT! allows its contacts to be separated into groups so that you can work with just part of the database instead of all of it.
handheld. We use this term generically to refer to your BlackBerry, Palm, Windows Mobile or Pocket PC device. It can also refer to the sync destination. See sync destination.
HotSync. This is the Palm term for synchronization.
icon. An icon is a small picture on your computer or handheld. Tapping on this or clicking on this causes a program to open.
information types. See conduit. This is the ActiveSync term for conduit.
launch. This means to open a program. You usually open a program by clicking or double-clicking on its icon.
left-click. This means to press the left button on your mouse. Usually this is simply referred to as 'click'.
mapping. This means to match a field from your contact manager to a field in your sync destination. Fields which have been matched in this way can be synchronized between the contact manager and the sync destination.
Memo Pad. This is the Palm term for notes which are not associated with a contact or activity. Our software uses this term generically to refer to notes which are not attached to a contact or activity.
menu. A menu is a list of choices. In a program such as CompanionLink Setup, typically there is a row of named choices under the title bar. When you click on one of these named choices, such as File, a list with more choices will appear.
note. Notes may be any of the following. Please make sure you know what type of note you are talking about.
- the Comments section under the Briefcase tab of a contact record in Lotus Notes
- the Memo Pad area of a Palm handheld
- the Notes area of a Windows CE/Pocket PC/Windows Mobile handheld
- the Notes area of Outlook
- the Notes tab of a contact in GoldMine
- entries in the Notes/History tab of a contact in ACT!
- notes on a contact
- notes on an activity
open. This can mean to run a program, to maximize the program if it has been minimized, or that a window has come up on the computer screen.
OS. This is an abbreviation for 'operating system'.
Outlook. This is a Microsoft program that all Windows CE/Pocket PC/Windows Mobile handhelds sync to by default. Our software synchronizes with the Contacts, Calendar, Tasks and Notes area of this program.
Palm. This is any handheld that uses the Palm operating system.
PIM. PIM stands for Personal Information Manager. It is the same as a contact manager, and is a program which stores your names, addresses and calendar data.
private. This is an option in most handhelds and contact managers and is usually a checkbox. When this option is selected, these records may be hidden from view. Our software transfers this flag, but does not have any options for deciding whether these items will synchronize.
prompt. A prompt is a message that comes up on your screen. It is usually in its own separate window.
purge and reload. This is a setting in our software. When it is selected, what it does is to delete the data from your handheld or other sync destination and replace it with the data from your contact manager.
radio button. A radio button is part of a type of menu. A menu with radio buttons has several choices, each with a circle in front of it. The selected choice will have a dot in the circle. You may only select one choice.
reboot. This means to restart your computer. You would do this by going to the Start menu and choosing Shutdown, then Restart.
record. This means one item. A single contact would be called a record. Record is used generically to refer to any data type. For example, one activity would be a single record. The data within a record is referred to as fields.
recurring. This means an activity that occurs multiple times, such as one which has been scheduled to occur every Monday.
reread. This is a setting in our software. When it is selected, our software will look at all of the data in the selected area from scratch to see if it is the same on the other end of the sync. For example, if you selected 'Reread handheld data' in CompanionLink, this would tell CompanionLink to look at each record in the handheld again and resend it to your contact manager if the record in your contact manager differs in any way from the handheld. This is NOT recommended for use on a regular basis. It is intended for troubleshooting only.
restart. See reboot if referring to a computer. See launch if referring to a program.
right-click. This means to press the right button on your mouse.
run. This means to open a program. You usually open a program by clicking or double-clicking on its icon.
screen. This means the face of a handheld, your computer monitor, or a specific section within a program.
shortcut. Shortcuts are icons on your computer that you either click or double-click to launch your programs. They have an arrow on top of the normal program icon and are links to the program. This term is used interchangeably with icon.
sync. See also synchronization. This term generally means to start the synchronization process.
sync destination.
- For CompanionLink, this would be your handheld or what is selected on the handheld selection screen in CompanionLink Setup.
- For DoubleLook, this is Outlook.
- For DoubleNotes, this is Lotus Notes.
synchronization. This is the process of transferring your data between a contact manager and your sync destination.
tab. In our software, our configuration screen has several subsections. These subsections are referred to as tabs. Each subsection has a name at the top, such as Transfer Method. Clicking on that name takes you to the settings for that subsection.
tap. This is a handheld term which means to select something on your handheld by using the stylus to touch it.
todo. A todo is also known as a task item. Generally speaking, people use todos for activities that are either not linked to a specific date and time or activities that are not linked to any contact.
Todo List. This is the Palm term for todos/tasks. Our software uses this term generically to refer to todos.
version. This is a number that indicates what release of a program you are using. Generally there is a sub number that indicates the build as well.
window. See screen and prompt.
Windows CE/Pocket PC/Windows Mobile. This term is used to indicate a handheld that uses the Windows CE, Pocket PC or Windows Mobile operating systems or which synchronizes to a computer through Microsoft ActiveSync.
Windows system tray. This is the area in the lower righthand corner of your computer screen to the left of the time. Programs that are resident in memory on your computer will be here. In some versions of Windows, these icons are hidden by a white arrow. Clicking on the white arrow will display all of your icons.