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PalmPilot Handbook

Sample 4

Appendix C: Creating a Custom Expense Report

This section explains how to modify existing Expense application
templates, and how to create your own custom expense report
templates for use with the Expense application.

Note:

This section assumes that you are an experienced Microsoft

Excel user, or are experienced with a similar spreadsheet
application. If you are not experienced with Microsoft Excel, it is
recommended that you consult your company’s Information
Services department or another experienced user.

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Summary of Contents for PalmPilot

Page 1: ...PalmPilot Handbook ...

Page 2: ... no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make back up copies of all important data on other media to protect against data loss IMPORTANT Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying software program s Using any part of the software indicates...

Page 3: ...ot for the First Time 9 General Preferences 11 Format Preferences 14 Modem Preferences 16 Owner Preferences 17 Buttons Preferences 19 ShortCuts and Digitizer Preferences 22 PalmPilot Applications 22 Using the Stylus to Write Text 24 Using the On Screen Keyboard 33 Using Menus 35 On line Tips 38 Using Categories 38 Attaching a Note to a Record 43 Private Records 44 Chapter 3 Date Book 45 Activating...

Page 4: ...ds 83 Deleting a To Do Item 85 Chapter 6 Memo Pad 87 Activating the Memo Pad 87 Working with Memos 88 Arranging Memos 90 Memo Pad Menu Commands 91 Deleting a Memo 93 Chapter 7 Expense 95 Activating Expense 96 Creating an Expense Item 98 Receipt Details 100 Show Options 103 Expense Menu Commands 104 Transferring Your Data to Microsoft Excel 107 Printing an Expense Report 111 Chapter 8 Additional Fe...

Page 5: ...ing the HotSync Feature 140 User Profile 142 Conducting a HotSync via Modem 144 Chapter 11 Installing Applications on your PalmPilot Connected Organizer 149 Using the PalmPilot Install Tool 149 Games 150 Chapter 12 Reference 151 Troubleshooting 151 Resetting the PalmPilot Connected Organizer 156 Appendix A Technical Support Service and Repair 157 Appendix B Expense Templates 160 Appendix C Creatin...

Page 6: ...at come with it This chapter explains the physical buttons and controls of your PalmPilot how to install the batteries and safety and care tips Front Panel Buttons and Controls The following diagram shows the screen buttons and controls located on the front panel of the PalmPilot PalmPilot screen Graffiti handwriting recognition software writing area Application buttons Scroll buttons Power button...

Page 7: ...per scroll button is used to scroll up to view the earlier information above the screen In the Date Book these buttons are used to increment the day week or month views Power button The power button is used to turn your PalmPilot on or off If PalmPilot is turned off pressing the power button will turn the unit on and immediately activate the last application that was in use return to the last scre...

Page 8: ...the lighting conditions or temperature of the environment where you use the PalmPilot you may need to adjust the setting of the contrast control PalmPilot Stylus The stylus is stored in a silo molded into the right hand side of PalmPilot To use the stylus slide it out from the silo and grasp it in your fingers as you would a pen or pencil Stylus Important Always use the point of the stylus for tap...

Page 9: ...activated by pushing the end of an unfolded paper clip or similar blunt object into the hole Never press the reset button with a sharp object such as a pin Under normal use you should never have to use the reset button Refer to the section entitled Resetting the PalmPilot Connected Organizer in Chapter 12 Reference for information about how to use the reset button Battery door The battery door cov...

Page 10: ...Push on thumb recess 2 While pushing the thumb recess slide the battery door out and away from PalmPilot 3 Install the two 2 AAA alkaline batteries into the battery compartment These batteries are supplied with your PalmPilot A diagram in the interior of the battery compartment shows the orientation of the and ends of the batteries When correctly installed the batteries will be secured by clips in...

Page 11: ...e ROM software is upgraded You must purchase a new PalmPilot Personal or Professional Edition to obtain the backlight feature To activate the backlight feature Press the green power button and hold it down for about two seconds Release the green power button when the backlight illumination appears To turn off the backlight feature Press and hold the green power button for about two seconds The bac...

Page 12: ...hrough the front panel buttons In general treat your PalmPilot as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your PalmPilot contains a glass element Take care not to drop your PalmPilot or subject it to any strong impact Do not carry the PalmPilot in your back pocket if you sit on it the glass may break Protect PalmPilot from temperature extrem...

Page 13: ... no screen display Never remove the batteries while the PalmPilot is turned on When replacing the batteries always use good quality batteries of the same type Use only alkaline batteries with your PalmPilot When the batteries are removed the built in backup power of your PalmPilot will maintain memory data for a period of up to one minute Whenever you remove the batteries they should be replaced i...

Page 14: ...Pilot Refer to the section entitled Resetting the PalmPilot Connected Organizer in Chapter 12 Reference for information about how to use the reset button After you reset the PalmPilot perform a HotSync operation to restore the data from your PC ...

Page 15: ...s that appear on PalmPilot organizer s screen Starting PalmPilot for the First Time To turn on your PalmPilot 1 Press the green power button located on the front panel of your PalmPilot as shown in the following diagram Power button Note The power button acts as an on off switch for the PalmPilot Pressing the power button when the PalmPilot is running will turn the PalmPilot off 2 A digitizer alig...

Page 16: ...e tapped each of the three digitizer alignment targets the General Preferences screen appears as shown in the following diagram Warning After you have completed the previous procedure you must install the PalmPilot Desktop software on your desktop computer and then perform a HotSync synchronization This will ensure that the latest updates are transferred to your PalmPilot Refer to Chapter 9 Instal...

Page 17: ...l Preferences screen is used to set the current time for your PalmPilot To set the current time 1 Tap the time The Set Time dialog appears as shown in the following diagram Tap here Set Time dialog 2 In the Set Time dialog the hours setting is automatically highlighted in black Tap the up or down arrows to change the number for the hour 3 Tap the minutes numbers and then tap the arrows to adjust t...

Page 18: ...te dialog tap the arrows at the top to select the current year Tap arrows to select year Tap to select month Tap to select date 3 Below the year is a listing of months Tap to select the current month 4 Finally tap the current date The Set Date dialog closes and you are returned to the General Preferences screen Auto Off Delay Your PalmPilot has an automatic shutoff feature that will turn off the p...

Page 19: ...arm and Game Sound settings enable you to turn PalmPilot s sounds on or off To set the system and alarm sounds 1 Tap the System Sound check box so it s checked to activate system sounds Tap the check box again to turn off the system sounds Note When the System Sounds are turned off the chime tones associated with the HotSync operation are also turned off 2 Tap the Alarm Sound check box so it s che...

Page 20: ...e pick list appears as shown in the following diagram Tap here Tap Formats 2 Tap Formats in the pick list The Formats Preferences screen appears as shown in the following diagram Country Default The country default sets date time and number conventions that are common for a variety of regions where you might use your PalmPilot For example in the United Kingdom time often is expressed based on a 24...

Page 21: ...ange these default settings for your own preferences as described in the following sections Time Date Week Start and Numbers Formats The Time setting defines the format for the time of day The time format that you select will be used for all applications on your PalmPilot To select the Time Date Week Start and Numbers format 1 Tap the Time selector and its corresponding pick list appears Tap to se...

Page 22: ...lected an example of the Numbers format appears in the Numbers selector Modem Preferences The Modem Preferences screen enables you to define the settings for a modem directly connected to the PalmPilot To activate the Modem Preferences screen 1 Tap the text that appears in the upper right corner of the Preferences screen The Preferences pick list appears 2 Tap Modem in the pick list The Modem Pref...

Page 23: ...want for the modem 8 Tap the Flow Control Flow Ctl pick list Tap to choose Standard On Xon or Off Xoff flow control for the modem connection 9 The String setting is a text editable area that enables you to make changes to the modem set up string You may edit or make changes to this string as necessary for your particular modem connection Note The settings in the Modem Preferences screen are for Pa...

Page 24: ...cally activated on the right side of the screen as shown in the following diagram Scroll bar activated If you have used the Security application to turn off and lock the PalmPilot with a password information that you put in the Owner Preferences is displayed the next time the PalmPilot is turned on Refer to the section entitled Security System that appears in Chapter 8 Additional Features for more...

Page 25: ...t a different application such as the Expense application To activate the Buttons Preferences screen 1 Tap the text that appears in the upper right corner of the Preferences screen The Preferences pick list appears 2 Tap Buttons in the pick list The Buttons Preferences screen appears 3 Tap the pick list next to the button you want to assign The pick list shows all the applications that are current...

Page 26: ...ferences screen enables you to change the assignment of the full screen pen stroke By default the full screen pen stroke activates the on screen keyboard as shown in the following diagram drag to top on screen keyboard To change the Pen preferences 1 In the Buttons Preferences screen tap the Pen button The Pen dialog appears as shown in the following diagram Tap here 2 Tap the pick list in the Pen...

Page 27: ...You must assign a password to lock the PalmPilot When locked you will need to enter that password the next time you use your PalmPilot HotSync Buttons Preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the PalmPilot Cradle and the HotSync button on the optional PalmPilot Modem To change the HotSync Buttons preferences 1 In the...

Page 28: ...at appears when you start your PalmPilot for the first time A complete description of how to use the digitizer calibration screen appears earlier in this chapter in the section entitled Starting PalmPilot for the First Time PalmPilot Applications Your PalmPilot is equipped with a variety of applications The four main applications Date Book Address Book To Do List and Memo Pad can be activated with...

Page 29: ...urrent time and the condition of the batteries in your PalmPilot Starting Applications The Application picker displays icons for each application currently installed in your PalmPilot The order of the icons is alphabetical To start an application Tap the icon of the application that you want to start If you have a large number of applications installed on your PalmPilot you will have to use the do...

Page 30: ...ation The Memo Pad application is ideal for practicing with the character strokes of the Graffiti alphabet This section explains how to start the Memo Pad application so you can use and understand Graffiti A complete explanation of the Memo Pad application appears in Chapter 6 Memo Pad To start the Memo Pad application 1 Push the Memo Pad button on the front of your PalmPilot The screen will chang...

Page 31: ...r in this chapter like the shapes shown in the following diagram you will achieve 100 accuracy for entering text The heavy dot that appears on each shape shows where to begin the stroke Certain characters are created with similar shapes but have different beginning and end points Always begin the stroke at the heavy dot Most characters can be created with a single stroke When you lift the stylus f...

Page 32: ...example the stroke shown below creates the letter n Start stroke at heavy dot Lift pen here As you ll see later you use these shapes to create both upper and lower case letters 3 Position the stylus inside the Graffiti writing area For alphabet characters be sure to use the left side of the writing area 4 Based on the table start your stroke at the heavy dot in the character shape and draw the str...

Page 33: ...must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area they will not be recognized as text characters Graffiti Tips When writing with Graffiti keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area To delete characters simply set the insertio...

Page 34: ...page 32 PalmPilot Handbook The Graffiti Alphabet Letter Strokes Letter Strokes A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carria ge Retur n Perio d tap twice ...

Page 35: ...or a blank line To draw the first letter of a word as a capital letter Use the Caps Shift stroke Caps Shift When Caps Shift is activated an up arrow symbol appears in the bottom right corner of the PalmPilot screen To enter only capital letters Caps Lock Use the Caps Lock stroke Caps Lock When Caps Lock is activated an underlined up arrow symbol appears in the bottom right corner of the PalmPilot ...

Page 36: ... can enter from a standard keyboard All punctuation marks begin with a single tap on the Graffiti writing area When you make this tap you activate punctuation shift and a dot appears to show it is activated The next stroke you make with the stylus will be recognized as a punctuation mark Punctuation Shift Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostro phe Right Paren ...

Page 37: ...the same way as the basic Graffiti punctuation marks Begin with a single tap in the Graffiti writing area and the next stroke that you make will create the punctuation mark or symbol _ tab Writing Symbols and Extended Characters All symbols and extended characters begin with the symbol shift stroke in the Graffiti writing area of your PalmPilot Symbol Shift When the symbol shift is activated a vis...

Page 38: ...to create the letter followed by an accent stroke Graffiti then adds the accent to the letter For example the following diagram shows the strokes required to draw an accented e é Accent Strokes à á â ã ä å Using these accent strokes you can write the following accented letters à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ñ ÿ ...

Page 39: ...racy Some stroke shapes are actually portions of letters as shown in the following diagram 5 A F K T 4 Using the On Screen Keyboard You may choose to activate the on screen keyboard any time text can be entered on your PalmPilot To activate and use the on screen keyboard 1 Start any PalmPilot application such as the Memo Pad application as described in the previous section Tap to select a record t...

Page 40: ...ons of the on screen keyboard to generate text 5 When you are finished tap the Done button The on screen keyboard closes and the text appears in your PalmPilot application Activating the On Screen Keyboard with a Pen Stroke As an alternative you can activate the on screen keyboard with a full screen pen stroke To activate the on screen keyboard with a pen stroke Touch the tip of the stylus to the ...

Page 41: ...ferences that appears earlier in this chapter Numbers and International Characters The on screen keyboard also includes screens for numeric and international characters The following diagram shows the three screens that are available tap here Alpha Numeric tap here International tap here You may switch among the three screens at any time when using the on screen keyboard to generate the exact text...

Page 42: ...d in the chapters about each PalmPilot application To activate the menus 1 Start a PalmPilot application such as the Memo Pad as described earlier in this chapter 2 Tap the Menus button as shown in the following diagram Application menus tap the Menus button 3 The menus for the application appear at the top of the screen In this example diagram three menus of commands are available Record Edit and...

Page 43: ...mmands available in the Edit menu apply to text that you have selected in an application To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text As you drag the selected text will appear highlighted in black Drag across to select additional words drag down to select successive lines of text The following commands may appear in an Edi...

Page 44: ...h the on screen keyboard tap the Done button Graffiti The Graffiti command activates screens that show the Graffiti character strokes Use this command any time you forget a stroke for a particular character On line Tips A dialog is a screen that appears on your PalmPilot prompting you to enter information or make settings A dialog always contains a Done button so you can close the dialog when you ...

Page 45: ...assigned to Date Book events When you first create a record it is listed as Unfiled which means it does not belong to any particular category You can leave a record as Unfiled or assign it to a category at any time Either way the record will always be available until it is deleted Note The use of categories is optional You do not need to assign categories to use PalmPilot applications To assign a ...

Page 46: ...ry you select does not affect the actual contents of the record Using Categories in Lists Once you have assigned categories to your records you can easily display lists of your record entries by category To use the Categories in the List 1 In the List view tap the category that appears in the upper right corner of the screen as shown in the following diagram Tap here 2 The category pick list appea...

Page 47: ... Your PalmPilot is supplied with two default categories Business and Personal In addition the Address Book contains the QuickList category designed as a quick reference of commonly used names addresses and phone numbers such as doctor lawyer etc You can change the names of these default categories or add new categories to suit your needs You can define up to 15 categories for each application To d...

Page 48: ...n the Edit Categories dialog appear in the Category pick list You may edit any of your records and file them in the new categories as appropriate Note You can merge two or more Categories by assigning them the same name For example if you change the name of the Personal category to the name Business all entries formerly in the Personal category will appear in the Business category Renaming Categor...

Page 49: ... changes you have made in the Edit Categories dialog appear in the Category pick list You may edit any of your records and file them in the new categories as appropriate Note You can merge two or more Categories by assigning them the same name For example if you change the name of the Personal category to the name Business all entries formerly in the Personal category will appear in the Business c...

Page 50: ...Details dialog 2 With the Details dialog on the screen tap the Note button The Note dialog appears 3 The name of the event appears at the top of the Note dialog Write Graffiti character strokes or use the on screen keyboard for the text you want to appear in the note Use the Carriage Return stroke to move down to new lines in the note 4 Tap the Done button to close the Note and return to the Detai...

Page 51: ...1 PalmPilot applications have a Details button that enables you to define the characteristics of individual records Tap the Details button to display the Details dialog 2 With the Event Details dialog on the screen tap the Private check box A check mark appears to show that the item is marked as Private Any event marked as Private will still appear in your PalmPilot application and can be changed ...

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Page 53: ...g overlaps or conflicts Use the Month View feature to quickly spot days where you have morning lunch or afternoon appointments Activate an alarm to sound an audible beep tone prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your PalmPilot connected organizer Attach notes to ind...

Page 54: ...o display the current time 1 In the Date Book application the title bar displays the date as shown in the following diagram Tap the date Current time displayed 2 Tap the date to display the current time After a few seconds the title bar reverts to show the date Scheduling an Event An event can be any kind of activity that you associate with a day with or without a particular time during the day Wh...

Page 55: ...up to 255 characters 3 Tap on a blank area of the screen to de select the event A vertical line appears to the left of the time indicating the duration of the event Note You can activate the Set Time dialog to select a start time by simply writing a number on the number side of the Graffiti writing area Start Time and Duration When you create an event its description appears on the time line and i...

Page 56: ... 3 Next tap to select the End Time box Tap the columns of times that appear on the right side of the Set Time dialog 4 Tap the OK button to confirm your selection and close the Set Time dialog Any changes you make to the start time and duration appear in the Date Book screen when you close the Set Time dialog Untimed Events You may want to include events in your Date Book that occur on a particula...

Page 57: ...of the Date Book screen as shown in the following diagram No time lines selected New Untimed Event 5 Tap anywhere on the screen to de select the untimed event The new untimed event will appear as a diamond in the time list clearly showing that it is not associated with any particular time You can have more than one untimed event on a particular date Note You can create a new untimed event by makin...

Page 58: ...n you start the Date Book application of your PalmPilot You can easily create events for any date that you want This section describes how to move to a specific date in the Date Book To move to a particular date The Date Bar appears at the top of the Date Book screen Tap the day of the week that you want as shown in the following diagram Next week tap to select the day of the current week Previous...

Page 59: ...ont panel to switch among the current day view week view and month view Use the on screen scroll arrows if you have more than one page of times and events When you use any of these methods to select a day the day and its events immediately appear on the Date Book screen Go To Date The Go to button enables you to quickly select any date for creating or reviewing your events To go to a specific date...

Page 60: ...current date Week View The Week view feature shows a chart of your events for an entire week This feature lets you quickly review your appointments and see the available time slots for a new event In addition the Week view graphically displays any overlaps and conflicts in the events you have scheduled To activate the Week view 1 In the Date Book screen tap the Week button The Week view appears We...

Page 61: ... in the following diagram Tap to show event details Event details If you want to re schedule any of the events that appear in the week view tap and drag the event to a different time or a different day You can tap a blank time on any day to move to that day and have the time selected for a new event Or you can tap any of the days and dates that appear at the top of the Week view to move directly t...

Page 62: ... down button to move to the next week The Go to button appears in the Week view Tap the Go to button to activate the Go To Date dialog and select any week you want to display in the Date Book Event Conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap In other words an event that starts before a previous event has finished In ...

Page 63: ...rs in the Month view screen to move directly to that day with the Day view screen Tap the arrows at the top to move forward or backward a month Tap the Go to button to display the Date Picker and choose a different month When the Month view is on the screen you can use the PalmPilot organizer s front panel scroll buttons to move among the months Press the up button to display the previous month Pr...

Page 64: ...ettings that are available in the Event Details dialog Time The Time setting displays the current start and end times for an event For an untimed event the Time setting simply shows No Time To change the Time setting 1 With the Event Details dialog on the screen tap the Time button The Set Time dialog appears 2 Use the Set Time dialog to change the start time or end time of the event Complete info...

Page 65: ...nd minutes hours or days before an event To set an Alarm for an event 1 With the Event Details dialog on the screen tap the Alarm check box A check mark appears to show that the Alarm is activated 2 The default setting for the Alarm is 5 minutes before the time of the event If desired you can change this to be any number of minutes hours or days Tap the Minutes area of the Event Details dialog The...

Page 66: ...er is set for 5 minutes the alarm reminder will appear at 11 55 pm on the night of February 3rd The reminder will still be on screen the next time you turn on your PalmPilot Using the Repeat Function The Repeat function enables you to set an event to automatically repeat in the Date Book A birthday is a good example of an event that you would want to set to repeat annually Another example would be...

Page 67: ... the OK button to close the Change Repeat dialog and activate your settings When you close the Change Repeat dialog a small repeat icon appears to the far right of the repeating event Considerations for the Repeat Function If you subsequently make changes to the settings for a repeating event PalmPilot takes the following into consideration If you change the start date of a repeating event PalmPil...

Page 68: ...urrence of a repeating event e g time that occurrence no longer shows the repeat icon Date Book Menu Commands The Date Book includes menu commands to perform common file and editing tasks This section explains the menu commands that are specific to the Date Book Refer to Chapter 2 Working with the PalmPilot Connected Organizer for information about menu commands common to all of your PalmPilot app...

Page 69: ...ched to the event If you tap the OK button the Note is deleted from the memory of your PalmPilot If you tap the Cancel button the alert dialog closes and you are returned to the Date Book Purge The Purge command is used to conserve memory on your PalmPilot by deleting events that are older than the period of time that you select based on the current date of the PalmPilot organizer s internal clock...

Page 70: ...ature changes the way times appear in the Day View When Compress Day View is off all time slots are displayed When it is on blank times slots toward the bottom of the screen are eliminated to minimize scrolling Start and end time slots are displayed for each event to clarify the event s duration Month View settings These check boxes only apply to the Month view of the Date Book You can activate an...

Page 71: ...t of a repeating event all instances of that event are deleted If you use the Menu Command or the Event Details dialog you can delete one occurrence of the event as an exception or all occurrences of the event To delete an event with the Event Details dialog 1 Tap anywhere in the text area of the event to delete and tap the Details button When the Event Details dialog appears tap the Delete button...

Page 72: ...r e mail addresses that are associated with each name Define which of the phone numbers will appear in the Address List view for each Address Book entry Attach a note to each Address Book entry where you can enter additional information about the entry Assign categories to your Address Book entries so you can quickly sort and view your entries in logical groups Activating the Address Book Push the...

Page 73: ...ting an Address Book Entry An Address Book entry is where you store name and address information about people or businesses Your PalmPilot makes it easy to sort Address Book entries based on an individual s name or company Note You can also use the PalmPilot Desktop software to create Address Book entries with your desktop computer and download the entries to your PalmPilot with the next HotSync o...

Page 74: ...he name 4 Use Graffiti software s Next Field stroke to move down to the First Name field of the Address Edit screen as shown in the following diagram Next Field Note You can also move to any field in the Address Edit screen by tapping it directly 5 With the cursor located in the First Name field enter the first name of the person in your Address Book entry 6 Repeat steps 3 and 4 to enter the infor...

Page 75: ... entry you may at some point want to update or enter additional information To edit an Address Book Entry 1 In the Address List screen tap the Address Book entry that you want to change The Address View screen appears 2 Tap the Edit button or anywhere on the screen The Address Edit screen appears for the Address Book Entry as shown in the following diagram 3 Tap to select any of the data fields Ad...

Page 76: ... Any changes you make to the types of phone numbers will apply only to the current Address Book entry They are not applied to new or existing Address Book entries Working with Address Book Entries Once you have created several Address Book entries PalmPilot offers features that enable you to quickly find your entries sort them by category and display the entries by name or company name Looking Up ...

Page 77: ...troke to view the selected entry Address Categories Categories are used to file individual Address Book entries into groups for easy review You can assign and edit categories by using the Categories pick list in the Details dialog refer to Chapter 2 Working with the PalmPilot Connected Organizer for a complete description of categories In addition the Address Book provides a quick way to assign an...

Page 78: ... 2 Tap to select the Preferences menu item The Address Book Preferences dialog appears as shown in the following diagram 3 Tap to select the setting that you want for the Address List view and then tap the OK button A dialog appears briefly to indicate that PalmPilot is sorting the list The display of the Address List view then changes to reflect your setting Address Book entries with no company n...

Page 79: ...g Choosing the Phone Number for the List View Up to five phone numbers or e mail addresses can be associated with each Address entry As described in previous sections you may select that each of these five be for home work fax and so on Your PalmPilot gives you the option of choosing which of these phone numbers appears on the Address List screen To choose the phone number that appears in the Addr...

Page 80: ...ted Organizer for information about menu commands that are common to all of your PalmPilot applications Record Menu When you select the Record menu its menu commands appear on screen as shown in the following diagram Delete Record The Delete Record command displays an alert dialog prompting you to confirm that you want to delete the current entry If you tap the OK button the entry is deleted from ...

Page 81: ...ions menu its menu commands appear on screen as shown in the following diagram Preferences The Preferences command displays the Address Book Preferences dialog as shown in the following diagram Remember last category This setting determines how the Address Book will appear when you return from some other PalmPilot application Memo Pad To Do List etc If you activate this setting the Address Book wi...

Page 82: ...ook Entry There are two ways to delete an entry that you have created in the Address Book application use the Menu Commands described in the Record Menu section or use the Address Entry Details dialog To delete an entry with the Address Entry Details dialog 1 In the Address List view tap any Address Book entry The Address View screen appears for that entry 2 Tap the Edit button The Address Edit sc...

Page 83: ...ssign a due date for any or all of your To Do items Optionally assign a Category for any or all of your To Do items You can then view your To Do List based on Category Business Personal etc Sort your To Do items either by due date priority level or category Attach notes to individual To Do items for a description or clarification of the task Activating the To Do List Push the To DoList button on t...

Page 84: ... sort order of To Do items To create a To Do item 1 Tap the New button as shown in the following diagram tap New cursor of new To Do Item 2 A new To Do item appears on the screen When you create a new To Do item its Priority is automatically set to level 1 the highest most important level However if you have a To Do item selected the new item appears beneath the selected item and is given the same...

Page 85: ...riority level for a To Do item 1 Tap the Priority number that appears on the left side of the To Do item as shown in the following diagram tap here tap to select Priority 2 A pick list of Priority numbers appears Tap the Priority number that you want to set for the To Do item Note The default setting for the To Do List is to arrange To Do items according to their priority setting and due date with...

Page 86: ...you completed the To Do item Refer to the section entitled To Do Show Options that appears later in this chapter To Do Item Details The To Do Item Details dialog enables you to make settings that relate to individual To Do items To activate the To Do Item Details dialog 1 In the To Do List screen tap anywhere on the text of a To Do item 2 Tap the Details button The To Do Item Details dialog appear...

Page 87: ...their due date To set a Due Date for a To Do List Item 1 In the Details dialog tap the No Date text The Due Date pick list appears as shown in the following diagram Due Date pick list Tap here 2 Tap the Due Date that you want associated with the To Do item The following choices are available Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one...

Page 88: ...ange to show an exclamation mark after the date passes To Do Show Options Once you have assigned due dates to one or more To Do items you should activate the dates so they appear in the To Do List The Show Options dialog contains the control to activate the dates as well as other options for the To Do List application To display the Show Options dialog Tap the Show button in the To Do List screen ...

Page 89: ...the item If you have not assigned a due date to an item the completion date is still recorded when you check the item Show Due Dates This setting causes the To Do application to display the due dates associated with To Do items in the To Do List screen Show Priorities This setting causes the To Do application to show the priority numbers for the To Do items in the To Do List screen Show Categories...

Page 90: ...ere you can create a note that will be attached to the currently selected To Do item Delete Note The Delete Note command displays an alert dialog prompting you to confirm that you really want to delete the note attached to the To Do item You must first select a To Do item before its note can be deleted If you tap the Yes button the Note is deleted from the memory of your PalmPilot If you tap the N...

Page 91: ... about the To Do List Deleting a To Do Item There are three ways to delete a To Do item simply delete the text of the To Do item use the Menu Command as described in the previous section about the Record Menu or use the To Do Details dialog To delete a To Do item with the To Do Details dialog 1 Tap to select the To Do item that you want to delete Tap anywhere in the text area of the item 2 Tap the...

Page 92: ...ord when you synchronize using PalmPilot Desktop software and HotSync technology Assign categories for memos This enables you to quickly view just your business related memos personal memos or any other category that you define Quickly jot down phone numbers and other types of information Later you can copy and paste this information to other applications Activating the Memo Pad Push the Memo Pad ...

Page 93: ...e memory available in your PalmPilot To create a new memo 1 With the Memo Pad application running on your PalmPilot tap the New button as shown in the following diagram tap New cursor of new Memo Note In the Memo List screen you can also begin writing in the Graffiti writing area to create a new memo The first letter will begin your new memo and will automatically be capitalized 2 The new memo app...

Page 94: ...in the Memo List screen The memo appears on the screen as shown in the following diagram Tap any memo to review its contents 2 You can now view or edit the text in the memo Tap the Done button to save your changes to the memo and return to the Memo List screen Memo Font Size When working with a memo you have the option of changing the screen display to show a larger font text size To change the me...

Page 95: ...e you to scroll up or down to review the entire contents of the memo as shown in the following diagram Scroll up Scroll down Scroll up one page Scroll down one page Note that the up and down scroll buttons on the front panel of your PalmPilot move the memo a page at a time and can be used to review the contents of a long memo Arranging Memos The Memo Preferences dialog enables you to sort your mem...

Page 96: ... List view To rearrange the order of your memos In the Memo List view tap and drag the memo to a new location in the list When you lift the stylus from the PalmPilot organizer s screen the memo appears in its new location When you rearrange the order of your memos all memos are renumbered to reflect the new order Note You cannot rearrange the order of your memos if the Sort by Alphabetic option is...

Page 97: ...about menu commands that are common to all PalmPilot applications Record Menu When you select the Record menu its menu commands appear on screen as shown in the following diagram New Memo The New Memo command creates a new memo Delete Memo The Delete Memo command will display an alert dialog prompting you to confirm that you want to delete the current memo If you tap the OK button the memo is dele...

Page 98: ...which is described in Chapter 8 Additional Features About Memo Pad The About Memo Pad command shows version revision information about the Memo Pad Preferences Memo List view only The Preferences command activates the Memo Preferences dialog and enables you to define the sort order for your memos Deleting a Memo There are three ways to delete a memo simply delete the text of the memo use the Menu ...

Page 99: ...Chapter 7 Expense page 97 3 Tap the Delete button The Delete Memo alert appears 4 Tap the OK button to confirm that you want to delete the currently selected memo ...

Page 100: ...es such as business personal expenses associated with a trip or expenses associated with a range of dates Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses either by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet in your desktop PC Microsoft Excel ...

Page 101: ...cker you will have to install the Expense application on your PalmPilot organizer To install the Expense application on your PalmPilot 1 Install the PalmPilot Desktop software on your PC as described in Chapter 9 Installing PalmPilot Desktop Software 2 Perform a HotSync operation on your PalmPilot as described in Chapter 10 HotSync Technology 3 Click the Start button on your PC move to the Program...

Page 102: ... icon 4 The PalmPilot Install Tool dialog appears as shown in the following diagram If necessary choose the name associated with your PalmPilot in the User Name area 5 Click the Install button The Ready to install dialog appears as shown in the following diagram 6 Click the Exit button This confirms that the Expense application is ready to install on your PalmPilot ...

Page 103: ...s or add other information that you want to associate with the item To create an expense item 1 With the Expense application running on your PalmPilot tap the New button as shown in the following diagram tap New cursor of new item Note In the Expense List screen you can also create a new expense item by writing on the number side of the Graffiti writing area The first number you write will begin y...

Page 104: ... expense item This technique takes advantage of the Expense application s Quickfill option For more information about Quickfill refer to the section entitled Options Menu that appears later in this chapter Expense Item Date Expense items appear in the list with the date that they were entered on your PalmPilot The Expense application offers you the ability to change the date associated with any ex...

Page 105: ...ady selected 2 Tap the Details button The Receipt Details dialog appears as shown in the following diagram The following sections describe the features and settings that are available in the Receipt Details dialog Category The Category pick list enables you to choose the category for the expense item The default Category setting is Unfiled when All is selected Otherwise the default is the currentl...

Page 106: ...s supplied by your company you can choose that option from the list Choosing Prepaid will cause your expense to be recorded in the appropriate company paid cell of your final printed expense report spreadsheet Refer to the section entitled Transferring Your Data to Microsoft Excel that appears later in this chapter Currency The Currency pick list enables you to choose the type of currency used to ...

Page 107: ...section entitled Expense Menu Commands that appears in the next section Vendor and City The Vendor and City areas enable you to record the name of the vendor usually a company associated with the expense and the city where the expense took place For example a business lunch might be at the Sunnyside Restaurant Vendor in San Francisco City Attendees The Attendees button activates the Attendees scre...

Page 108: ... Chapter 8 Additional Features Show Options The Expense application allows you to define the sort order and other settings that relate to your expense items To activate the Show Options dialog In the Expense List screen tap the Show button The Show Options dialog appears as shown in the following diagram tap Show Sort By The Sort by pick list enables you to sort the entries in the Expense applicat...

Page 109: ...nds that are common to all of your PalmPilot applications Record Menu When you select the Record menu its menu command appears on screen as shown in the following diagram Delete Item The Delete Item command displays an alert dialog prompting you to confirm that you want to delete the current expense item You must tap to select an item before you can use the Delete Item command If you tap the OK bu...

Page 110: ...fault currency symbol Use Quickfill The Quickfill feature enables you to select an expense type by writing Graffiti characters in the Graffiti writing area With Quickfill activated writing a letter automatically selects the first expense type alphabetically associated with that letter For example if you write the letter T Quickfill automatically fills in the Taxi expense type Writing T and then th...

Page 111: ...lable in the Currency pick list of the Receipt Details dialog explained earlier in this chapter To define a custom currency symbol 1 Choose Custom Currencies from the Options menu The Custom Currencies dialog appears tap a Country button 2 Tap one of the four Country buttons The Currency Properties dialog appears as shown in the following diagram 3 Use Graffiti strokes to enter the name of the cou...

Page 112: ... steps that appear in this section assume that you have installed the PalmPilot Desktop software installed the Expense application in your PalmPilot if necessary and have performed a HotSync operation to synchronize your Expense data with PalmPilot Desktop Refer to Chapter 9 Installing PalmPilot Desktop Software and Chapter 10 HotSync Technology for more information Using Expense Report Templates ...

Page 113: ... launching Expense from the Start menu instead of PalmPilot Desktop you must first choose the user name that corresponds to your PalmPilot 3 Click to select the expense category that you want to use The category appears highlighted You can shift click to select multiple categories If you want to view the expenses associated with all of your Expense categories click the All button in the Categories...

Page 114: ... template Samples of the available expense templates appear in Appendix B Expense Templates Note If you want to create your own custom expense template and have it appear in the Templates menu refer to Appendix C Creating a Custom Expense Report 8 Click the OK button You are returned to the Expense Report Options dialog 9 Click the Create button Your expense data is opened in a Microsoft Excel spr...

Page 115: ...readsheet save the file in any directory and print the file in the normal manner Expense Templates Four different expense templates are provided with PalmPilot Desktop Choose the template that is most convenient for your needs Illustrations of the expense templates appears in Appendix B Expense Templates If you want to create your own custom expense template refer to Appendix C Creating a Custom E...

Page 116: ...ategories If you want to print the expenses associated with all of your Expense categories click the All button in the Categories area 2 If you want to define an end date for the expense report enter the date in the End Date area Note If you do not specify an end date all expense entries for the selected categories will appear up to the date of the last HotSync with PalmPilot 3 Click the Print but...

Page 117: ...Chapter 7 Expense page 115 4 Click the Print button that appears in the Microsoft Excel window to print your expense report ...

Page 118: ......

Page 119: ...earches all the data stored on your PalmPilot organizer and lists which applications contain the text For example suppose that you want to find a particular name but aren t sure where you stored it The Find command immediately lists all instances of that name and enables you to jump directly to the location of the name To use the Find command 1 From any application running on your PalmPilot tap th...

Page 120: ...pears in the Find dialog The Find command is not case sensitive In other words searching for the name davidson will also find Davidson The Find command will also search the contents of notes Phone Lookup In addition to the Find feature for locating text in your PalmPilot you can search for and display phone numbers with the Phone Lookup menu command Once you have found a phone number you can paste...

Page 121: ...atically scrolls to the first name that starts with that letter You can continue to add letters to narrow your Look Up search 5 Tap the Add button The Phone Number Lookup screen closes and the name and phone number you selected are automatically pasted into the record Note You can also use the Graffiti command stroke L to activate the Phone Lookup feature The Phone Lookup feature is not available ...

Page 122: ...To Do List or Memo Pad PalmPilot Calculator Tap the Calculator button on the PalmPilot screen The screen changes to show the Calculator screen Note When working with the Calculator you can immediately change to any other application Address Book etc of your PalmPilot by using the front panel buttons Any numbers or calculations you have performed will be saved and will reappear when you return Usin...

Page 123: ...ll allow you to re enter the number without having to start the calculation over Clear The Clear C button clears the entire calculation and enables you to begin a fresh calculation Negative Positive Numbers The button is used to toggle the currently displayed number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Memory ...

Page 124: ...r Menu Commands The Calculator supports the Copy and Paste commands which enable you to copy a calculated value and paste it in another application on your PalmPilot When you choose the Copy command the numerical value is copied to the clipboard of your PalmPilot If you copy a number from another application e g the Memo Pad the Paste command enters the number into the Calculator You cannot Paste ...

Page 125: ...your PalmPilot and how the memory is currently being used To use the Memory application 1 Start the Application picker 2 Tap the Memory icon The Memory screen appears as shown in the following diagram The Memory screen initially shows the size of the applications loaded in your PalmPilot Tap the Records button to show the number of records stored in each application Note Some memory is always used...

Page 126: ... been deleted 5 When you are finished tap the Done button to return to the Memory application Note You cannot delete the Date Book Address Book To Do List Memo Pad or Calculator applications from your PalmPilot These applications are permanently stored in the memory of the PalmPilot Security System Your PalmPilot is equipped with a Security application so that unauthorized users will not be able t...

Page 127: ...ppears 2 Tap the Security icon The Security screen appears Assigning a Password To assign a password 1 With the Security application running tap the password if no password is assigned tap the word Unassigned The password dialog appears as shown in the following diagram tap here 2 Enter the password that you want for your PalmPilot 3 Tap the OK button A dialog appears prompting you to verify the p...

Page 128: ...on The Hide Records dialog closes All records and entries marked as Private will not appear in any application on your PalmPilot Note that the records and entries are not deleted by the Hide button they are merely hidden Showing Private Records When you have hidden Private records and entries you can use the Security application to once again display the Private records To show Private records 1 W...

Page 129: ...deleted To change or delete your password 1 With a password assigned tap the Assigned button The Password dialog appears as shown in the following diagram tap here 2 Enter the current password 3 Tap the OK button The Password dialog changes to prompt you for a new password as shown in the following diagram 4 Enter the new password and tap the OK button If you want to delete the password tap the De...

Page 130: ...utton If you have a password assigned the Delete Password dialog appears 2 Tap the Yes button to delete the password as well as all records and entries marked Private PalmPilot Lock You can also use the password to lock the PalmPilot so the password is required before the unit will operate To lock the PalmPilot with a password 1 Use the HotSync application to synchronize the data between your Palm...

Page 131: ...ure you will need to enter the exact password to re activate the PalmPilot Should you forget the password you will have to use the PalmPilot organizer s reset button to resume using the unit Performing a hard reset with the reset button will delete all the records and entries in your PalmPilot however all synchronized data will be restored at the next HotSync For information about how to use the r...

Page 132: ...e stamp dts Dinner di Meeting me To use a ShortCut 1 Start any PalmPilot application and tap to define an insertion point 2 Draw the ShortCut stroke ShortC ut Graffiti responds with the ShortCut symbol at the insertion point to show that it is in ShortCut mode 3 Write the characters that activate the ShortCut For example if you want to enter the current date and time you would draw the following s...

Page 133: ...ker appears 2 Tap the Prefs icon The Preferences screen appears 3 Tap the text that appears in the upper right corner of the Preferences screen The pick list appears 4 Tap ShortCuts The ShortCuts Preferences screen appears 5 Tap the New button The ShortCut Entry dialog appears as shown in the following diagram tap New 6 Enter the letters you want to use to activate the ShortCut 7 Tap the ShortCut ...

Page 134: ...ng a ShortCut Once you have assigned a ShortCut you can modify it at any time To edit a ShortCut 1 In the ShortCuts Preferences screen tap to select the ShortCut you want to edit 2 Tap the Edit button The ShortCut Entry dialog appears with the ShortCut Name and ShortCut text displayed 3 Make the changes that you want for the ShortCut and tap the OK button Deleting a ShortCut If you no longer need ...

Page 135: ...as shown in the following diagram Menu commands Command letters With the command stroke and the corresponding command letter you can immediately activate the menu command without having to access the menu For example the previous diagram shows the Edit menu As shown in the menu the Select All command can be activated by drawing the Command stroke followed by the letter s To use menu commands 1 Dra...

Page 136: ...ked when you write the command letter You do not have to tap the Menus button or access the menus when you use the Command stroke and command letters Graffiti Strokes In addition to text symbols Graffiti includes special strokes that can be used to navigate within text or the text fields of your PalmPilot applications Command Stroke Move cursor right Move cursor left Previous field Address Book on...

Page 137: ...ures and capabilities for the PalmPilot connected organizer that let you Work with your PalmPilot applications on your PC PalmPilot Desktop duplicates the Date Book Address Book To Do List and Memo Pad applications of your PalmPilot so you can view enter and modify any data stored on your PalmPilot organizer Back up the data stored on your PalmPilot organizer with HotSync synchronization technolog...

Page 138: ...or Windows NT 4 0 13 MB for Windows 3 1x VGA monitor or better the PalmPilot Tutorial requires a 256 color video system CD ROM drive 3 5 disks available upon request Refer to Appendix A Technical Support Service and Repair for information Mouse One available serial port Important PalmPilot Desktop 2 0 is designed for Windows 95 and Windows NT 4 0 If your computer is using Windows 3 1x install Palm...

Page 139: ...installation If you are installing from floppy disks rather than the CD ROM make sure the original PalmPilot Desktop diskettes are write protected and then make backup copies of them When you finish use the copies to install the software and store the original diskettes in a safe place Refer to your computer s manual or Windows User Guide if you need information about locking or copying floppy dis...

Page 140: ...the window and click the Next button 8 Follow the remainder of the installation instructions that appear on the screen Installation using PalmPilot Desktop 3 5 Diskettes To install PalmPilot Desktop from 3 5 diskettes 1 Exit any open Windows programs and disable any virus scanning software 2 Insert the PalmPilot Desktop diskette labeled Setup into the diskette drive of your PC 3 Choose Run from th...

Page 141: ...lling PalmPilot Desktop Software page 139 those programs and continue Read the warning message in the window and click the Next button 7 Follow the remainder of the installation instructions that appear on the screen ...

Page 142: ......

Page 143: ...the process of automatically synchronizing data between the PalmPilot and PalmPilot Desktop Changes you make on the PalmPilot or PalmPilot Desktop will be reflected on both platforms after a HotSync HotSync only synchronizes the needed portions of files thus reducing HotSync time The HotSync Manager oversees the process which can be accomplished directly with the PalmPilot organizer s Cradle or wi...

Page 144: ...ill be an electrical connection between the serial port of the PalmPilot and the PalmPilot Cradle To fit the PalmPilot into the PalmPilot Cradle 1 Position the PalmPilot Cradle on a convenient horizontal surface near the computer 2 Align the PalmPilot over the Cradle and then slide it into the Cradle as shown below Curved edge PalmPilot unit PalmPilot Cradle 3 When correctly fitted into the Cradle...

Page 145: ...orresponds to the port number that is connected to the PalmPilot Cradle Note This port must not be shared with an internal modem or other device If you have trouble determining the correct serial port refer to the section entitled Troubleshooting that appears in Chapter 12 Reference 5 Choose a Speed The default is As Fast As Possible which will allow the PalmPilot Desktop and PalmPilot to find and...

Page 146: ...se Local from the HotSync Manager in the System Tray Selecting Local tells the PalmPilot Desktop to use the Cradle for synchronization 3 Turn on the PalmPilot and place it into its Cradle HotSync button 4 Press the HotSync button on the front of the PalmPilot Cradle HotSync begins The HotSync process saves all data before transferring any information During the course of the first HotSync you will...

Page 147: ...screen displays the HotSync progress on the PalmPilot When the HotSync is complete PalmPilot Desktop displays a final HotSync message Selecting HotSync Options As mentioned in the HotSync introduction above it is possible to set the conditions when you want HotSync Manager to run To set the HotSync Options 1 From the HotSync menu of PalmPilot Desktop v2 0 choose Setup For PalmPilot Desktop v1 0 ch...

Page 148: ...customize whether conduits are invoked and what the conduits do PalmPilot Desktop assumes that you want all files synchronized between the PalmPilot and the PalmPilot Desktop In general you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on one platform over another or to not synchronize a particular type of file becau...

Page 149: ...rs as shown below 4 Make selections to set in which direction you want HotSync to write data Within this dialog you can also opt not to transfer data for a particular application by clicking Do Nothing Note Changing the HotSync setting from the default only affects the next HotSync Thereafter the HotSync Actions revert to their default settings 5 If you want the selection to serve as a persistent ...

Page 150: ...uch as a company phone list before they are distributed to their actual users This feature is only available for PalmPilot Desktop v2 0 for Windows 95 or Windows NT 4 0 Important The User Profile feature is designed only for the first time HotSync before a User ID has been associated with a particular PalmPilot To create a User Profile 1 Choose Users from the Tools menu The Users dialog appears 2 ...

Page 151: ...ata for the Profile e g company phone list etc To use a Profile for the first time HotSync 1 Install the new PalmPilot in the Cradle and press the HotSync button Because the PalmPilot is not associated with a particular user the Users dialog appears 2 Click the Profiles button The Profiles dialog appears 3 Choose the Profile that you want to load into the PalmPilot and click the OK button An alert...

Page 152: ...nected to your PalmPilot Special modem cable to connect the PalmPilot organizer s serial connector to the modem The Cradle is not used for a modem HotSync operation This special cable may be ordered by contacting the number listed in Appendix A Technical Support Service and Repair PalmPilot Configuration To conduct a HotSync operation via a modem 1 Turn on the PalmPilot and tap the Applications bu...

Page 153: ...o place the call click the check box Enter the calling card number in the field 7 Tap OK This returns you to the HotSync dialog 8 Tap the Modem Setup button The Modem Preferences screen appears 9 Click Tone or Rotary to match the your telephone system 10 Select the modem type that best describes the modem connected to your PalmPilot The modem type specifies the modem startup string that appears in...

Page 154: ...icon The HotSync screen appears 3 Tap the Menu icon and choose Conduit Setup from the Options menu The Conduit Setup dialog appears as shown in the following diagram 4 Tap the check boxes to de select the files and or applications that you do not want backed up during a modem HotSync The default setting is that all files are backed up during a modem HotSync Applications such as games that are not ...

Page 155: ...to find and use the fastest transfer rate We suggest you initially try the As Fast as Possible rate and adjust downward if you experience problems Refer to the face plate or modem manual if you do not know its top speed 5 Choose the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that...

Page 156: ... if they appear to be similar On your PalmPilot 1 Turn on the PalmPilot 2 Tap Applications on the PalmPilot screen and then tap the HotSync application 3 Tap the Modem Sync button The HotSync screen changes to show that it s dialing the modem 4 HotSync begins The HotSync process dials the PalmPilot Desktop modem and performs a synchronization of all five applications the Date Book Address Book To ...

Page 157: ...ion is designed to make it quick and easy to install software on your PalmPilot during a HotSync operation Note Any game or application that you install on your PalmPilot resides in RAM memory and can be deleted manually A hard reset on the PalmPilot will automatically delete these applications Using the PalmPilot Install Tool To install software on your PalmPilot 1 Open the PalmPilot Desktop prog...

Page 158: ...the Install Another File button to return to step 3 and install another application 6 Perform a local HotSync operation in the usual manner The application s that you specified in step 3 will be installed automatically during the course of the HotSync operation Games Your PalmPilot includes several games that can be installed with the PalmPilot Install Tool These games include HardBall Puzzle Mine...

Page 159: ...ubleshooting If you should encounter a problem with PalmPilot look to this section for the description that most closely matches the symptoms you observe and try the suggestions listed Installation Troubleshooting Do not place your PalmPilot in the Cradle during the installation of the PalmPilot Desktop software If PalmPilot is in the Cradle the installation program may incorrectly detect that a m...

Page 160: ... box is not checked there will be no sound Refer to Chapter 2 Working with the PalmPilot Connected Organizer for information about how to use the settings in the Preferences application PalmPilot turns itself off Your PalmPilot is designed to turn itself off after a period of inactivity This period can be set at one minute two minutes or three minutes In the Preferences application General prefere...

Page 161: ...oes not activate the corresponding feature Recalibrate the digitizer In the Preferences application choose Digitizer from the pick list and follow the directions on the screen When I tap the Menus icon nothing happens Not all applications and or views have menus Try changing to a different application A message appears stating that PalmPilot s memory is full Delete unused memos and records If nece...

Page 162: ...your PalmPilot data 2 Use the Security application to remove the password tap the Forgotten Password button Private records will be deleted at this point 3 Use the PalmPilot Desktop software and the PalmPilot Cradle to perform a HotSync of your PalmPilot data This will restore the private records by transferring them from your desktop computer to the PalmPilot I forgot the password and PalmPilot i...

Page 163: ...efined in the Memo Preferences setting In other words the settings for the order that you use with PalmPilot Desktop are not transferred to the PalmPilot Macintosh users only If you perform a HotSync operation with your PalmPilot Personal or Professional Edition and want your memos to appear by order of entry on your Macintosh computer you must select Manual as the Sort by option on the PalmPilot ...

Page 164: ...ou will never have to use the reset button However on rare occasions your PalmPilot may hang no longer respond to buttons or the screen In this case you need to perform a reset to get the PalmPilot running again Soft Reset A soft reset tells PalmPilot to stop what it s doing and start over again All records and entries you have stored in your PalmPilot are retained with a soft reset To perform a s...

Page 165: ...thout a sharp tip to gently press the reset button 3 A message prompt appears on the PalmPilot organizer s screen warning that you are about to erase all the data stored on your PalmPilot Press the up scroll button on the PalmPilot organizer s front panel to complete the hard reset The Digitizer screen appears the same as starting PalmPilot for the first time Or press any other button to perform a...

Page 166: ...rmation about the version of DOS Windows or Macintosh System you are using the actual error message or state you are experiencing and the steps you take to reproduce the problem Online Support Web Access http www palmpilot com Fax on Demand 800 762 6163 Internet support palmpilot com America Online Keyword PalmPilot User Forum CompuServe GO PALMB Palm Computing 3Com User Forum Technical Support Se...

Page 167: ...s Do not contact these sales offices for product technical support or other questions regarding the use of your PalmPilot Europe France Tour Kupka A 18 rue Hoche F 92980 Paris La Défense FRANCE 33 1 41 97 46 00 33 1 49 07 03 03 FAX 01 55 58 88 33 Infoline Germany Switzerland Austria Münchner Strasse 12 D 85774 Unterföhring DEUTSCHLAND 49 0 89 99 220 0 49 0 89 95 77 220 FAX 0180 567 15 30 Infoline ...

Page 168: ...8 0 44 01189 696 666 FAX 0800 22 52 52 Infoline United States 1565 Charleston Rd Mountain View CA 94043 USA 415 237 6000 415 691 0927 FAX Spain c Gobelas 25 27 E 28023 Madrid SPAIN 34 9 1 509 69 00 34 9 1 307 67 18 FAX Benelux Planetenbaan 118 NL 3606 AK Maarssen NETHERLANDS 31 0 346 586 211 31 0 346 586 222 FAX ...

Page 169: ...lates This appendix provides illustrations of the four expense templates that are provided with PalmPilot Desktop software You may use or modify any of these templates when creating expense reports with data from the Expense application Sample 1 ...

Page 170: ...page 168 PalmPilot Handbook Sample 2 ...

Page 171: ...Appendixes page 169 Sample 3 ...

Page 172: ...ate your own custom expense report templates for use with the Expense application Note This section assumes that you are an experienced Microsoft Excel user or are experienced with a similar spreadsheet application If you are not experienced with Microsoft Excel it is recommended that you consult your company s Information Services department or another experienced user ...

Page 173: ... your PC the Expense data is stored on your PC in a file named expense txt When you activate the Expense application on Pilot Desktop an Excel Macro starts and populates an expense template with your data based on the rules specified in a spreadsheet file named Maptable xls The Maptable xls file is an editable spreadsheet that functions as a mapping table The function of the mapping table is to gu...

Page 174: ... 3 1x this subdirectory will be named template Make a backup copy of the contents of this folder 2 Double click on the name of the sample template that you want to modify The sample template opens in Microsoft Excel 3 Make any changes that you want to the names or other information that appears in the sample template You can insert your own company logo without having to make changes to the Maptab...

Page 175: ...ile save the template file with its original file name e g Sample2 xlt If you will need to make changes to the Maptable xls file give your modified template a unique name Be sure to use the xlt file suffix which defines that the file is a Microsoft Excel template 7 Click the Save button Your modified template is saved and available for future use At this point your modified Expense template is sav...

Page 176: ...he columns for expense type In this case neither day date or expense type information would be fixed as a header Instead the date and expense type information would be filled into the cells of the spreadsheet as appropriate Examples of both Fixed and Variable labels appear in the sample expense templates Sections A Section is an area of the report that has common formatting It is common for an Exp...

Page 177: ...t you must first analyze the characteristics of your report Perform the following before you begin a custom mapping table Print a copy of your custom expense report Activate the Row and Column Headings option in the Sheet settings of the Page Setup command This will enable you to quickly determine the size of the Section s as well as the numbers for the start rows and columns On the printed copy i...

Page 178: ...icrosoft Excel open a copy of the file named Maptable xls This file is located in the same folder subdirectory as the PalmPilot Desktop 2 0 application Make a backup copy of this file before you make your modifications 2 Mapping a new template Scroll to where you find the name of the original template that you chose for your modifications The name of the template will appear in column B of the Map...

Page 179: ...tep 3 is pasted into the Maptable xls file 7 Name the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how the PalmPilot data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and...

Page 180: ...ble as shown in the following diagram Determine whether the Rows will contain expense or date information and place an x in the appropriate box When you do this you also define whether the label is Fixed or Variable You can only place one x in the Row section columns 2 5 Determine whether the Columns will contain expense or date information and place an x in the appropriate box When you do this yo...

Page 181: ...The dates and intervals between dates appears in the light blue columns 14 17 as shown in the following diagram In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating the date fields If there are no blank columns or rows between date entries leave this number set to zero In the Start Day c...

Page 182: ...nter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 partially shown in the following diagram For these settings simply enter the row or column number for the expense types that you want to appear in the Section Note that the same row or column number can be used more than once An example of this would be meals that encompa...

Page 183: ...mn on your template where this information will be mapped Because header data is not related to any particular Section you only have to fill in one row If the item does not appear on your template leave these cells blank Using Applications Other Than Microsoft Excel You can use applications other than Microsoft Excel such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on you...

Page 184: ...owed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically ...

Page 185: ...t to the Software The Software is licensed to be used on any personal computer and or any PalmPilot product provided that the Software is used only in connection with PalmPilot products With respect to the PalmPilot Desktop Software you may reproduce and provide one 1 copy of such Software for each personal computer or PalmPilot product on which such Software is used as permitted hereunder With re...

Page 186: ...ture and developed solely at private expense The Software is delivered as Commercial Computer Software as defined in DFARS 252 227 7014 June 1995 or as a commercial item as defined in FAR 2 101 a and as such is provided with only such rights as are provided in this License Agreement which is 3Com s standard commercial license for the Software Technical data is provided with limited rights only as ...

Page 187: ...gal or unenforceable the validity legality and enforceability of any of the remaining provisions shall not in any way be affected or impaired and a valid legal and enforceable provision of similar intent and economic impact shall be substituted therefor ENTIRE AGREEMENT This License Agreement sets forth the entire understanding and agreement between you and 3Com supersedes all prior agreements whe...

Page 188: ...icable 3Com catalog are not covered under this Limited Warranty except for the PalmPilot cradle the PalmPilot modem PalmPilot cables and memory upgrades 3Com shall not be responsible for Customer s software firmware information or memory data contained in stored on or integrated with any products returned to 3Com for repair whether under warranty or not SOFTWARE 3Com warrants to Customer that the ...

Page 189: ... or parts are not shipped by Customer to arrive at 3Com within thirty 30 days from the date warranty service authorization is provided Customer will pay 3Com the price of such product or part at the then current published catalog price WARRANTIES EXCLUSIVE IF THIS PRODUCT DOES NOT OPERATE AS WARRANTED ABOVE CUSTOMERÕS SOLE REMEDY FOR BREACH OF THAT WARRANTY SHALL BE REPLACEMENT OR REPAIR OF THE PR...

Page 190: ...G OUT OF OR IN CONNECTION WITH THE SALE INSTALLATION MAINTENANCE USE PERFORMANCE FAILURE OR INTERRUPTION OF THIS PRODUCT EVEN IF 3COM OR ITS AUTHORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND LIMITS ITS LIABILITY TO REPLACEMENT OR REPAIR OF THE PRODUCT OR PART OR REFUND OF THE PURCHASE PRICE PAID AT THE OPTION OF 3COM THIS DISCLAIMER OF LIABILITY FOR DAMAGES WILL NOT BE AF...

Page 191: ...at interference will not occur in a particular installation If this equipment does cause harmful to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect t...

Page 192: ... Statement This Class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada ...

Page 193: ...ess book 65 buttons 2 calculator 116 date book 45 deleting from PalmPilot 119 expense 95 finding text 113 installing 149 memo pad 87 memory 118 menus 35 record categories 38 security 120 starting 23 to do list 77 Attendees 102 Auto Off Delay 12 B Backlight 2 6 activating 6 pen stroke 21 Batteries auto off delay 12 battery door 4 battery life 7 installation 5 Brightness Control 3 Button Preferences...

Page 194: ...rency 101 choosing default 105 defining custom 105 Cut command 37 D Date choosing in date book 50 setting 12 to do item 80 Date Book activating 45 alarm 57 choosing date 50 deleting events 63 event conflicts 54 event date 57 event details 56 event duration 47 56 event start time 47 56 go to date 51 menu commands 60 month view 55 repeat event 58 scheduling event 46 time display 46 untimed event 48 ...

Page 195: ...default currency 105 details 100 item currency 101 item date 99 menu commands 104 payment method 101 printing reports 111 Quickfill 105 receipt details 100 show options 103 templates 160 type 101 vendor 102 viewing data 107 F FCC Statement 180 Find 113 Finding address book entries 69 Format Preferences 14 country default 15 time format 15 G Games 150 General Preferences 11 alarm sounds 13 auto off...

Page 196: ...ing area 2 writing characters 26 Graffiti Help pen stroke 21 H Hard Reset procedure 156 reset button 4 Help on line tips 38 HotSync communications port 137 conduit setup 146 customizing 141 HotSync Manager 135 local HotSync 135 local speed 137 modem speed 147 options 139 user profile 142 via modem 144 I Installing applications 149 games 150 K Keyboard 33 command 37 pen stroke 21 34 screen options ...

Page 197: ...ate book 61 104 purge to do list 84 Menus activating 35 address book specific 72 calculator specific 118 choosing 36 command equivalents 127 date book specific 60 edit menu 36 expense specific 104 memo pad specific 91 to do list specific 83 Modem HotSync 144 Modem Preferences 16 Month date book view 55 N New address book entry 66 categories 40 date book event 46 expense item 98 Graffiti shortcut 1...

Page 198: ...ontrast control 3 controls 1 forgotten password 123 HotSync cable 136 PalmPilot cont d HotSync via modem 144 install tool 149 installing applications 149 locking with password 123 memory door 4 menus 35 on line tips 38 on screen keyboard 33 power button 2 private records 44 reset button 4 156 resetting 156 safety tips 6 screen 2 scroll buttons 2 search for text 113 serial port 4 setup for HotSync ...

Page 199: ...hronization 135 system requirements 132 Password assigning 120 changing 122 forgotten password 123 locking PalmPilot 123 troubleshooting 153 with owner preferences 18 Paste command 37 Payment expense item 101 Pen in button preferences 20 21 Phone Lookup 114 Phone Numbers choosing type 68 in address list 72 Power Button 2 Power Off pen stroke 21 Preferences button 19 format 14 general 11 modem 16 o...

Page 200: ...tegories 38 hiding private 120 private 44 Repeat Event 58 Reset Button 4 156 S Scroll Buttons 2 Search for text 113 phone lookup 114 Security 120 assigning password 120 changing password 122 forgotten password 123 hiding records 121 locking PalmPilot 123 private records 44 showing records 122 troubleshooting 153 Select All command 37 Serial Port 4 ShortCuts 124 deleting 127 editing 127 pre defined...

Page 201: ... on screen keyboard 33 punctuation marks 30 symbols 31 with PalmPilot 24 writing tips 27 Time alarm setting 57 format 15 setting 11 setting event 47 56 Tips 38 To Do List activating 77 checking off item 79 completed items 82 completion date 82 creating item 78 deleting items 85 item details 80 item due date 80 item priority 79 menu commands 83 show due dates 82 show due items 82 Troubleshooting 15...

Page 202: ...lot Handbook V Vendor 102 W Week date book view 52 Writing accent characters 32 capital letters 29 Graffiti ShortCuts 124 numbers 29 on screen keyboard 33 punctuation marks 30 symbols 31 text with PalmPilot 24 tips 27 ...

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