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Chapter 8

Page 211

Creating a user profile

If you need to configure several Palm OS

®

handhelds with specific

information (such as a company phone list) before distributing them
to their actual users, you can create a user profile to load the data into
a handheld without associating that data with a user name. The User
Profile feature is designed only for the first-time HotSync operation,
before you assign a User ID to a particular handheld.

To create a user profile:

1. Open Palm Desktop software.

2. From the Tools menu, choose Users.

3. Click Profiles.

4. Click New.

5. Enter a unique name for the profile, and click OK.

6. Repeat steps 3 and 4 for each profile that you want to create, and

then click OK to return to Palm Desktop software.

7. Select the profile from the User list and create the data for the

profile (e.g., company phone list, etc.).

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Summary of Contents for Visor

Page 1: ...Visor Handheld User Guide Windows Edition ...

Page 2: ...suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead batteries or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important For warranty information and a copy of the End User License Agreement applicable to your Handspring product please see the Handspring web site at www handsp...

Page 3: ...cting the cradle 31 Using your handheld with Microsoft Outlook 32 Using your handheld with another PIM 33 Installing a Springboard module 33 Chapter 2 Entering Data in Your Handheld 35 Using Graffiti writing to enter data 35 Writing Graffiti characters 35 Graffiti tips 37 The Graffiti alphabet 38 Writing capital letters 39 Writing numbers 39 Graffiti numbers 40 Writing punctuation marks 40 Writing...

Page 4: ... or deleting a password 56 Locking your handheld 57 Recovering from a forgotten password 58 Chapter 4 Overview of Basic Applications 59 Date Book 60 Date Book Plus 61 Address 62 To Do List 63 Memo Pad 64 Calculator 65 CityTime 66 Expense 67 Chapter 5 Common Tasks 69 Creating records 69 Editing records 70 Entering text 70 Edit menu 70 Deleting records 72 Other ways to delete records 72 Purging reco...

Page 5: ... Book menus 106 Date Book Plus 109 Working in Week View with Text 109 Working in Year View 110 Working in List View 111 Working with floating events 111 Working with To Do items 113 Using the Daily Journal 114 Using templates 115 Using snooze alarms 116 Selecting the default Date Book 116 Date Book Plus menus 116 Address 125 Creating an Address entry 125 Duplicating an entry 126 Selecting types of...

Page 6: ...s 158 Transferring your data to Microsoft Excel 159 Expense menus 163 Chapter 7 Communicating Using Your Handheld 165 Managing desktop E Mail away from your desk 165 Setting up Mail on the desktop 166 Synchronizing Mail with your E Mail application 168 Opening the Mail application on your handheld 168 Viewing e mail items 168 Creating e mail items 169 Looking up an address 172 Adding details to e ...

Page 7: ...rforming a dial in network HotSync operation 209 Performing a network HotSync operation via a LAN 210 Using File Link 210 Creating a user profile 211 Chapter 9 Setting Preferences for Your Handheld 213 Viewing preferences 213 Buttons preferences 214 Pen preferences 214 HotSync buttons preferences 216 Connection preferences 216 Connection Types 217 Setting modem configurations 218 Digitizer prefere...

Page 8: ...x B Troubleshooting Tips 247 Software installation problems 248 Operating problems 249 Tapping and writing problems 250 Application problems 251 HotSync problems 252 Beaming problems 256 Password problems 257 Springboard module problems 258 Technical support 259 Appendix C Creating a Custom Expense Report 261 About mapping tables 261 Customizing existing sample templates 262 Determining the layout...

Page 9: ...with it It walks you through Locating all the parts of your handheld Viewing and entering data Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld you can use the rest of this guide as a reference for less common tasks for maintaining your handheld and also as a source of inform...

Page 10: ...Page 10 ...

Page 11: ... so you can view them by the day week month year or in list format you can even set an alarm to remind you of important meetings Keep all your contact names addresses phone numbers and other details in Address so you can find them as soon as you need them Add your tasks to To Do list prioritize them so you don t overlook them and assign them a due date To make sure you don t lose any of this impor...

Page 12: ...dle Serial port for serial cradle Optional equipment Modem such as a Springboard modem Springboard expansion modules Upgrade information If you already own a Palm OS handheld Handspring recommends that you install the version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software When you install the new version in the same folder as...

Page 13: ...ications on your old and new handhelds 6 Beam any third party applications that did not transfer from your old handheld to your new handheld or install them from the original files Each handheld must have a unique name After you complete the upgrade process described above you have two handhelds with the same name This is an undesirable situation Each handheld must have a unique name in order to p...

Page 14: ...etters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Application buttons Activates the individual applications that correspond to the icons on the buttons Date Book Plus Address To Do List and Memo Pad See Buttons preferences in Chapter 9 for details on reassigning these buttons to activate any application on your handheld Tip If your handheld is t...

Page 15: ...ion below the viewing area and pressing the top scroll button scrolls up to view the information above the viewing area Microphone For use with Springboard expansion modules that support this feature Power button and backlight control Turns your handheld on or off and controls the backlight feature If your handheld is turned off pressing the power button turns the unit on and returns you to the la...

Page 16: ...cover 1 Unclip the top of the cover from your handheld 2 Lift the cover off your handheld To reattach the cover 1 Insert the pegs on the bottom of the cover into the holes on the bottom of your handheld 2 Gently press the top of the cover onto your handheld until it clicks into place Unclip top edge to remove cover Align pegs to replace cover ...

Page 17: ...en your handheld and computer using HotSync technology See IR HotSync operations in Chapter 8 for details Reset button Under normal use you should not have to use the reset button See Appendix A for information about when and how to use the reset button Battery door Covers the batteries that power your handheld USB and serial connector The connector that connects your handheld to the cradle which ...

Page 18: ...ld into the battery compartment Note A diagram in the interior of the battery compartment shows and ends of the batteries When correctly installed the clips in the battery compartment secure the batteries in place 3 Insert the battery door back into place so that it is flush with the back of your handheld and clicks into position Important Do not force the battery door When the batteries are corre...

Page 19: ... an element on the screen the handheld can detect exactly which task you want to perform Important Always use the point of the stylus for tapping or making strokes on the handheld screen Never use an actual pen pencil or other sharp object to write on the handheld screen With your handheld turned on you can tap the handheld screen to perform many operations such as the following Open applications ...

Page 20: ...ator and to find text anywhere in your data abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field tap the dot to activate the numeric keyboard Check box When a check mark appears in a check box the corresponding option is active If a check box is empty tapping it inserts a check mark If a check box is checked tapping it removes ...

Page 21: ... for you to open applications the Applications Launcher displays the current time battery level and application category Next previous arrows Tap the up and down arrows to display the previous and next page of information tap the left and right arrows to display the previous and next record Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll...

Page 22: ...ame that begins with that letter You can also assign application icons to different categories See Categorizing applications in Chapter 3 Using menus Menus on your handheld are easy to use Once you have mastered them in one application you can use them the same way in all other applications The menus of each application are illustrated in the section on that application in Chapter 4 The Edit menu ...

Page 23: ... application Also the menus and menu commands vary depending on which part of the application you re using For example in Memo Pad the menus are different for the Memo list screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke which is similar to the keyboard shortcuts used to execute commands on computers The command letters appear to the ...

Page 24: ...mmand toolbar provides quick access to frequently used menu commands The commands available vary based on the active screen To use the command toolbar 1 In the Graffiti text area draw a diagonal line from the lower left to upper right The Command toolbar appears for about four seconds 2 Tap the icon for the command you want Tip If you wait more than three seconds to tap the icon you need to redraw...

Page 25: ...keyboard Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers With Graffiti writing you write simple strokes with the stylus and they are instantly recognized as letters or numbers Write letters here Write numbers ...

Page 26: ...pplication is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing To open Memo Pad 1 Press the Memo Pad application button 2 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where new text will appear See Using Graffiti writing to enter data in Chapter 2 for more information New memo cursor Tap...

Page 27: ...ards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information Note You cannot enter Graffiti characters while using the onscreen keyboard Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Carriage return Tab Caps lock Caps shift Tap here to display alphabetic keyboard Tap here to display numeric keyboard Tap here to display inter...

Page 28: ...database on your computer you can import it into Palm Desktop software You can import data stored in computer applications such as spreadsheets and databases or data from another Palm OS handheld When you import data you transfer the records to your handheld without having to enter them manually See Importing data in Chapter 2 for more information Using an external keyboard You can connect an opti...

Page 29: ...lications icon 2 Tap the Preferences icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your handheld You make changes to the time and date in General preferences To set the current time 1 Tap the Set Time box 2 Tap the up or down arr...

Page 30: ...esktop software you can do the following Work with your handheld applications on your computer Palm Desktop software duplicates the Date Book Address To Do List Memo Pad applications on your handheld so you can view enter and modify any data stored on your handheld Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm Desktop software Synchronizatio...

Page 31: ...n their proper locations and to decompress the files To install Palm Desktop software 1 Exit any open programs including those that run at startup such as Microsoft Office and disable any virus scanning software 2 Insert the Palm Desktop software CD ROM into the computer s CD ROM drive 3 Follow the onscreen instructions to proceed with the installation 4 When prompted to connect the cradle see Con...

Page 32: ...t on your computer refer to the manual supplied with the computer Using your handheld with Microsoft Outlook The software that comes with your Visor handheld includes everything you need to synchronize your handheld with Microsoft Outlook If you already have Microsoft Outlook installed on your computer the installation program prompts you to choose the Microsoft Outlook synchronization option Show...

Page 33: ...came with your Visor handheld along with the conduit for your PIM to synchronize the data between your handheld and your PIM For information on conduit software go to this web site www handspring com Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld To install a Springboard module simply remove the slot protector and insert the module...

Page 34: ...Page 34 Introduction to Your Visor Handheld ...

Page 35: ...riting Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type on a standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing If you draw the ...

Page 36: ... area indicate the two areas To write Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different str...

Page 37: ... You must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your handheld does not recognize them as text characters Graffiti tips When using Graffiti writing 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 ...

Page 38: ...Page 38 Entering Data in Your Handheld 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 Carriage Return Period tap twice ...

Page 39: ...tter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the handheld screen If you accidentally activate Caps Shift backspace will cancel it To enter only capital letters Caps Lock Use the Caps Lock stroke Tip When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the handheld screen To return to lowe...

Page 40: ...ith 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 active The next stroke you make with the stylus creates a punctuation mark Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Punctuatio...

Page 41: ...Graffiti writing area of your handheld When the Symbol Shift is active a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Symbol Shift tab Symbol Shift ...

Page 42: ... diagram shows the strokes required to draw an accented e Accent strokes Using these accent strokes you can write the following accented letters à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non English characters You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting Note You must write these non English characters in the l...

Page 43: ...efined ShortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 9 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appea...

Page 44: ...2 Tap any record or tap New 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 4 Tap the characters to enter text and numbers Note The onscreen keyboard also includes a dialog box for international characters You can switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place the tex...

Page 45: ... import data from another Palm OS handheld you can transfer the data to your handheld without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your handheld Palm Desktop software can import data in the following file formats Comma delimited csv txt Address Book and Me...

Page 46: ... To import data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported field on the right 8 If you do not want to import a field deselect the check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop online He...

Page 47: ...ions installed on your handheld appear in the Applications Launcher See Opening applications in Chapter 1 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your handheld to switch to another application Your handheld automatically saves your work in the current application and displays it when y...

Page 48: ...To create a new category tap Edit Categories from the pick list Tap New enter the category name and then tap OK to add the category Tap OK 5 Tap Done To display applications by category 1 Tap the Applications icon 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and se lect the category you...

Page 49: ...lications each time you open the Applications Launcher To change the Applications Launcher display 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the View By pick list and select List 5 Tap OK To open the Applications Launcher to the last opened category 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Re...

Page 50: ...ll additional applications on your handheld such as games and other software The Install Tool makes it easy to install software on your handheld during a HotSync operation There are a variety of third party applications available for your handheld To learn more about these applications go to the web site www handspring com When you download an add on application from the internet it is probably in...

Page 51: ... directory on your computer Note If the software you download is compressed you need to decompress it into this folder If you prefer to place the application into another folder you need to navigate to that folder before you complete step 5 2 Double click the Palm Desktop icon on your desktop 3 Click Install Tip You can also access the Install Tool dialog box by selecting Install Tool from the Han...

Page 52: ...ew the list of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 Click Done 9 Perform a HotSync operation to install the application s you selected in step 6 See Other ways to delete records in Ch...

Page 53: ...w high scores to start a new game or to set preferences for the game Removing applications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your handheld You can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your handh...

Page 54: ...for the application you just removed delete the PRC file from the Backup folder Tip If you installed Palm Desktop software for the first time when you purchased your Visor handheld the Palm Desktop software is located in the Handspring folder If you upgraded from a previous version of Palm Desktop software these files are located in the Palm folder ...

Page 55: ...ish to protect In Security you can do the following Mask or hide entries you define as private The Mask option displays a gray bar over private records and the Hide option completely removes hides private records See Making records private in Chapter 5 for more information Assign a password to the Security viewing options Assigning a password requires you to enter a password to view masked or hidd...

Page 56: ...rity icon 3 Tap the Password box 4 Enter a password and tap OK 5 Enter the same password a second time and tap OK Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password Tap here Tap...

Page 57: ...act password to re activate your handheld If you forget the password you need to perform a hard reset to resume using your handheld Performing a hard reset deletes all the records in your handheld however you can restore all previously synchronized data at the next HotSync operation See Performing a hard reset in Appendix A for details To lock your handheld with a password 1 Assign a password 2 Ta...

Page 58: ...eld Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your handheld restores your private entries the next time you perform a HotSync operation but it does not restore the password To delete a forgotten password 1 Tap the Password box 2 Tap Lost Password 3 Tap Yes Tap here ...

Page 59: ...ew of Basic Applications This chapter briefly describes each application and how to open it Your Visor handheld computer includes these basic applications Date Book Date Book Plus Address To Do List Memo Pad Calculator CityTime Expense ...

Page 60: ...laps or conflicts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Display an agenda with both your appointments and your To Do items Set an alarm to sound 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 handheld Attac...

Page 61: ...ay a calendar of an entire year Display a list of your appointments in List View Create unscheduled events that float from one day to the next until you complete them Create a Daily Journal to track events with automatic time stamps Save event templates and use them to quickly create similar events To open Date Book Plus Press the Date Book Plus application button on the front panel of your handhe...

Page 62: ...ddresses for each name Define which phone number appears in the Address list for each Address entry Attach a note to each Address entry in which you can enter additional information about the entry Assign Address entries to categories so that you can organize and view them in logical groups To open Address Press the Address application button on the front panel of your handheld Address opens to di...

Page 63: ...items to categories so that you can organize and view them in logical groups 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 To open To Do List Press the To Do List application button on the front panel of your handheld To Do List opens to display the category of items you last viewed Note Pre...

Page 64: ...nize using Palm Desktop software and HotSync technology Assign memos to categories so that you can organize and view them in logical groups Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad Press the Memo Pad application button on the front panel of your handheld Memo Pad opens to display the last Memo Pad s...

Page 65: ...specific types of calculations including math trigonometry finance logic statistics weight temp length area and volume Store and retrieve values Display the last series of calculations which is useful for confirming a series of chain calculations Create a custom view with the buttons you use most often Switch to basic mode to perform simple calculations To open Calculator Tap the Calculator icon n...

Page 66: ...tyTime you can do the following Select a home city as a point of reference Display the day and time in four other cities simultaneously Add a definition for any city that isn t in the default list Display sunrise and sunset information for your home city To open CityTime 1 Tap the Applications icon 2 Tap the CityTime icon ...

Page 67: ...xpense items to categories so that you can organize and view them in logical groups 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 by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on your computer Microsoft Excel is not inc...

Page 68: ...Page 68 Overview of Basic Applications ...

Page 69: ...s entry To Do List item Memo Pad memo or Expense item Creating records You can use the following procedure to create a new record in Date Book Plus Address To Do List Memo Pad and Expense To create a record 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book Plus only Select a record type from the pop up list select start and end times for your event and then tap...

Page 70: ...r 2 Edit menu The Edit menu is available with any screen where you enter or edit text In general commands available in the Edit menu apply to text that you select 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 to highlight it You can drag across the text to select additional words or drag down to select a g...

Page 71: ... handheld You can paste the text that you copy into another area of the current application or into a different application Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or copy text Paste does nothing Select All Selects all of the text in the current record or screen This enables you to c...

Page 72: ...sktop software be sure that the check box is checked If you don t want to save a copy tap the check box to remove the check 4 Tap OK If you choose to save a copy of the selected item your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In the Details dialog box of ...

Page 73: ...vailable in Address or Memo Pad so delete outdated records from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Date Book Plus Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the series ends before the date that you purge record...

Page 74: ...mation about performing HotSync operations via the IR port a modem or a network Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information on both the handheld and Palm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your handheld and doesn t ask for this information again If you are...

Page 75: ...top click Start and then choose Programs Navigate to the Handspring program group and choose HotSync Manager Alternatively you can start the Palm Desktop software which automatically opens the HotSync Manager 3 Press the HotSync button on the cradle The bottom edge of the handheld should align smoothly with the cradle when it is inserted properly HotSync button ...

Page 76: ...sage on your handheld indicating that the process is complete After the HotSync process is complete you can remove your handheld from the cradle Categorizing records Categorize records in the Address To Do List Memo Pad and Expense applications so that they are grouped logically and are easy to review You can also categorize applications See Using the Applications Launcher in Chapter 3 for more in...

Page 77: ...which you can store the names addresses and phone numbers you might need in emergencies doctor fire department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses for different business trips Note The illustrations in this section come from Address but you can use these procedures in all the applications in which categories are availa...

Page 78: ... want to view The list screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the handheld toggles through all the categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Tap New Tap here Tap here ...

Page 79: ...u can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename 4 Enter the new name for the category and then tap OK ...

Page 80: ...to scroll immediately to that name The Fast Lookup feature lets you use the buttons on the front of your handheld to find a name Expense Lookup displays the names in your Address list that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address records When working with Address the buttons on the front panel of the handheld...

Page 81: ...f you sort the list by company name the Look Up feature scrolls to the first letter of the company name 3 Tap the record to view its contents To use Fast Look Up to find an Address record 1 Go to the top of the Address list screen 2 Press the top scroll button 3 Press the application buttons on the front of your handheld to narrow the list of names Tip The range boxes and controls appear on the sc...

Page 82: ...arting with M Z d Press the To Do List button to see first names with the second letter between A L 5 Press the bottom scroll button twice to Stop entering letters and to enter scroll mode 6 Press the scroll buttons to select a name from the Fast Lookup list 7 Press the Address button or the To Do List button to open the selected address 8 Press the Date Book button or Memo button to exit Fast Loo...

Page 83: ...ted by company and last name you can search by company and last name instead of by last and first name You can disable this feature by clearing the Enable Fast Lookup check box in Address Preferences Using Find You can use Find to locate any text that you specify in any application To use Find 1 Tap the Find icon Tip If you select text in an application before you tap Find the selected text automa...

Page 84: ...ess list screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book Date Book Plus To Do List or Memo Pad 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Begin to spell the last name of the name you want to find The list scrolls to the first record in ...

Page 85: ...someone with the last name Williams write the Graffiti characters for Wi and then the Phone Lookup Command stroke L Assuming you have only one Address record that begins with Wi your handheld inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For se...

Page 86: ... an Expense record To add names to an Expense record 1 Tap the Expense record to which you want to add names 2 Tap Details 3 Tap Who 4 Tap Lookup The Attendees Lookup screen displays all the names in your Address list that have data in the Company field 5 Select the name you want to add and then tap Add The name appears in the Attendees screen 6 Repeat steps 4 and 5 to add more names 7 Tap Done an...

Page 87: ... Sort by pick list and select an option 4 Tap OK To sort records in Address and Memo Pad 1 Open the application to display the list screen 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Do one of the following Address Tap the setting you want Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Tap OK To sort the Memo list manually tap and drag a memo to a new locatio...

Page 88: ... appear anywhere in the application When you mask records a visual placeholder appears where the record would normally appear If you define a password you must enter it to display private records To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK To hide or mask all private records 1 Make sure the records you w...

Page 89: ...ecords become visible If you have a password the Show Private Records dialog box appears Enter your password in this dialog box and tap OK To display a specific masked record 1 Open the application that contains the record you want to view 2 Tap the shaded bar that masks the record Note If you have a password you must enter your password and tap OK to view the record Tap here Tap here ...

Page 90: ...y all private records in a specific application 1 Open the application in which you want to display the records 2 Tap the Menu icon 3 Tap Options and then tap Security 4 Tap the Current Privacy pick list 5 Tap Show Records 6 Tap OK ...

Page 91: ... Plus you can attach a note with directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Address only Tap Edit 3 Tap Details 4 Tap Note 5 Enter your note 6 Tap Done A small note icon appears at the right side of any item that has a note To review or edit a note 1 Tap the Note icon To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes N...

Page 92: ...easier to read You can choose a different font style for each application To change the font style 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Font 4 Tap the font style you want to use 5 Tap OK Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 93: ...ion Specific Tasks This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications Date Book Date Book Plus Address To Do List Memo Pad Calculator CityTime Expense ...

Page 94: ...kes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the list of times marked with a diamond You can have more than one untimed...

Page 95: ...on the number side of the Graffiti writing area 4 Tap the time columns on the right side of the Set Time dialog to set the Start Time 5 Tap the End Time box and then tap the time columns to set the End Time 6 Tap OK 7 Tap a blank area of the screen to deselect the event A vertical line appears next to the time indicating the duration of the event Tap the time of an event Start Time highlighted Tap...

Page 96: ...d computer to move forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Tip In the Go to Date dialog box you can also use the scroll buttons on the front panel of your handheld to move forward or backward one month at a time 2 After you locate the date follow the steps for schedul...

Page 97: ...ew untimed event by making sure no event is selected and then writing letters in the Graffiti writing area 4 Enter a description of the event 5 Tap a blank area on the screen to deselect the untimed event Note If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap No Ti...

Page 98: ...ays before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm tone sounds a reminder message also appears onscreen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details ...

Page 99: ...nd tap OK to dismiss it To dismiss the alarm using the snooze option When the alarm Reminder dialog box appears tap Snooze to delay the alarm for five minutes Note Each time you tap Snooze you dismiss the alarm for an additional five minute period Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consec...

Page 100: ...vent tap the End on pick list and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon appears to the far right of the event Changing and deleting repeating or continuous events If you change or delete a repeating or continuous event you can apply the action to only the current event to all instances of the event or to the ...

Page 101: ...ing are not changed and your handheld creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to All occurrences the new date becomes the start date of the repeating event Your handheld adjusts the end date to maintain the duration of the event If you apply the change to Current or Future occurrences past...

Page 102: ... hold the stylus on the date in the date bar to display the current time 2 Drag the stylus below the date bar and then lift it Tip If you lift the stylus while it is still on the date bar the menu bar appears Working in Week View Week View shows the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical disp...

Page 103: ...ars at the top of the Week View to move directly to that day without selecting an event The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Previous week Next week Tap for that da...

Page 104: ...Tap Go to to open the date selector and select a different month Use the scroll buttons on the front panel of your handheld to move between months Press the upper half of the button to display the previous month the lower half to display the next month Working in Agenda view The Agenda view lets you view appointments untimed events and To Do items in a single screen Although it is primarily a view...

Page 105: ...m to go directly into the To Do List application Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that starts before a previous event finishes An event conflict time overlap appears in the Week View as overlapping bars The Day View displays overlapping brackets to the left of the conflicting times ...

Page 106: ...ok menus are shown here for your reference and Date Book features that are not explained elsewhere in this guide are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu Day View Week View Month View ...

Page 107: ... Day View Controls how times appear in the Day View When Compress Day View is off all time slots display When it is on start and end times display for each event but blank time slots toward the bottom of the screen disappear to minimize scrolling Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed ...

Page 108: ...sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of the alarm Remind Me Defines how many times the alarm sounds The choices are Once Twice 3 Times 5 Times and 10 Times Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes Abou...

Page 109: ...s an entire week with a description of each scheduled event This view can display one or two weeks at a time and can include To Do items that are due on the dates shown Tips for using Week View with Text Keep the following points in mind Tap a day to display that day in the Day View Tap the scroll arrows in the upper right corner to move forward or backward a week You can also use the scroll butto...

Page 110: ...cheduled on that day A plus sign indicates multiple events are scheduled on that day Tap the scroll arrows in the upper right corner to move forward or backward a year You can also use the scroll buttons on the front panel of your handheld Tap the scroll arrows in the lower right corner to move forward or backward a day Tap Prefs to set display options Year View button Scroll to other days Dot ind...

Page 111: ...er right corner to move forward or backward a week You can also use the scroll buttons on the front panel of your handheld Tap Go to open the date selector and select a different week or a specific date Tap Prefs to set display options Working with floating events Date Book Plus can include events that are a combination of a To Do item and a Date Book event These events are called floating events ...

Page 112: ... complete Tap the circle to the right or left of the event Tips for using floating events To prioritize floating events enter a number followed by a space or dash as the first few characters of the description To convert an existing event to a floating event select the event tap Details and select Float as the Type When you complete a repeating floating event it marks only the current occurrence o...

Page 113: ... Tap the check box next to the item Tips for using To Do items When you create a To Do item in Date Book Plus the priority and category are based on the settings in the Create Options dialog box See To Do Preferences later in this chapter for details If a To Do item does not appear in Date Book Plus confirm that the category assigned to the item is selected See To Do Preferences later in this chap...

Page 114: ...s start and end times for consulting or other work or keeping a record of how you spend your time at the office To create a Daily Journal entry 1 Tap the Day View button 2 Tap New and select Daily Journal from the list Date Book Plus creates an untimed event opens a Note for this event and inserts the current time If you ve already started a journal for the current day Date Book Plus opens the exi...

Page 115: ...s or events that recur on different days and times To create a template 1 Select the event you want to save as a template 2 Tap the Menu icon 3 Tap Record and then tap Create Template To schedule a template event 1 Go to the date on which you want to schedule the event 2 Tap the time line that corresponds to the beginning of the event 3 Tap the Day View button 4 Tap New and select Template from th...

Page 116: ... press the Date Book button on the front of your handheld By default this is the standard Date Book application If you prefer you can select Date Book Plus as your default application To select the default Date Book 1 Tap the Menu icon 2 Tap Options and then tap Default Date Book 3 Tap Date Book or Date Book 4 Tap OK Date Book Plus menus Date Book Plus menus are shown here for your reference and D...

Page 117: ...tem Creates a copy of the selected event and opens the Details dialog box for the new event UnDelete from Archive Restores the last event you deleted from Date Book Plus provided it was stored in the Archive file You can select this command repeatedly to restore additional events Week View Week View with Text Month View Year View List View Day View ...

Page 118: ...s the default duration for new events Week Start Defines the first day of the week This setting overrides the System Preferences setting for all Date Book Plus views Initial View Defines the view that appears when you start Date Book Plus Button Views Defines which views display when you press the Date Book button repeatedly By default all views appear Display Options Opens the Display Options dia...

Page 119: ...disappear to minimize scrolling Show PM Label Displays a p after PM times Show End Times Displays all time bars and time slots for end times of an event Scroll Before Day Move Determines whether the front panel scroll buttons will scroll up and down within the current day before scrolling to the previous or next day Auto scroll Time Displays events based on the time of day when the Day View contai...

Page 120: ...mits before it stops The choices are Once Twice 3 Times 5 Times and 10 Times Repeat Alarm Defines how many times the alarm repeats when it is not acknowledged The choices are Once Twice 3 Times 5 Times 10 Times and 100 Times Every Defines how often the alarm sound repeats The choices are Minute 5 minutes 10 minutes and 30 minutes Alarm Preset Automatically sets an alarm for each new event The sile...

Page 121: ... items Show Undated Items Shows all To Do items that have not been assigned a due date Show Dated Items Shows all To Do items that have been assigned a due date Days before Due Date Defines the number of days before the due date that an item will appear in Day View as a To Do item Create Options Opens the Create Options dialog box where you can select the default priority and category for To Do It...

Page 122: ...ices are Top Bottom and Hide Week Start Defines the first day of the week for Week View with Text Wordwrap Single Entry Wraps text in cells that contain a single event to display as much text as will fit in the cell Hide Untimed Floating Events Removes untimed floating events from the Week View with Text display Show Journal Displays a Daily Journal entry Include Week Numbers in Title Displays the...

Page 123: ...how Zero Duration Events Displays events that have no duration in the Month View display Year Preferences Hide Floating and Done Items Removes floating events and completed To Do items from the Year View display Hide Untimed Events Removes untimed events from the Year View display Hide Zero Duration Events Removes events without a duration from the Year View display Hide Events Removes events that...

Page 124: ...ew display The choices are All Not Complete Complete and None If you choose either Not Complete or Complete you also have the following choices Dated Undated Dated only and Undated only Filter by Text Displays events that contain the text you enter in this field and hides events that do not contain this text Show Determines the type of information that will appear for each event The choices are Da...

Page 125: ...s data import capabilities that enable you to load database files into Address on your handheld See Importing data in Chapter 2 and Palm Desktop online Help for more information To create a new Address entry 1 Press the Address application button on the front of your handheld to display the Address list 2 Tap New 3 Enter the last name of the person you want to add to your Address list Note The han...

Page 126: ...y that always appears at the top of the Address list begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your handheld Duplicating an entry You can duplicate existing entries which can be helpful when you want to enter multiple people from a single organization When you duplicate an entry the word Copy appears next to t...

Page 127: ... in an entry 1 Tap the entry that you want to change 2 Tap Edit 3 Tap the pick list next to the label you want to change 4 Select a new label Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details 4 Se...

Page 128: ...u commands The Record and Options menus differ depending on whether you re displaying the Address list screen or the Address View screen Record menus Options menus Show in List Select which type of phone or other information appears in the Address list screen Your options are Work Home Fax Other and E mail Category Assign the entry to a category Private Hide this entry when Security is turned on A...

Page 129: ...when positioned at the top of the Address list See Looking up Address records in Chapter 5 for instructions on using Fast Lookup Dial Preferences The Dial Preferences menu option appears only when you have a Springboard module that supports dialing functions installed such as a VisorPhone or modem module Dial Email SMS Determines which application launches when you tap the Dial SMS or Email button...

Page 130: ...lways dial 1 in front of the area code Inserts a 1 in front of 10 digit numbers before dialing RenameCustom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address ...

Page 131: ...riting area automatically creates a new item Setting priority The priority setting for items lets you arrange your To Do items according to their importance or urgency The default setting is to arrange To Do items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its position in the list Note When you c...

Page 132: ... item to indicate that you ve completed it You can set To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do item Tap the check box on the left side of the item Changing To Do item details The To Do Item Details dialog box enables you to change settings for individual items...

Page 133: ...p No Date to open the Due Date pick list 2 Tap the date that you want to assign the item 3 Tap OK Tip If you turn on the Show Due Dates option in the To Do Show options dialog you can tap directly on the due date in the To Do list to open the pick list shown in step 2 Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current d...

Page 134: ...lete check them Items that no longer appear on the list because you turn off this setting have not been deleted They are still in the memory of your handheld Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until the...

Page 135: ... Chapter 1 for information about choosing menu commands Record menu Options menu Show Due Dates Displays the due dates associated with To Do items and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Categories Shows the category for each item About To Do List Shows version information for To D...

Page 136: ...lay the Memo list 2 Tap New Tip In the Memo list screen you can also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 3 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 4 Tap Done Reviewing memos The first line of a memo appears in the Memo list Th...

Page 137: ...g menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad Tap a memo to reviewits contents Memo list Memo...

Page 138: ...c or Advanced as the mode 5 Tap OK Using the Basic Calculator buttons The Basic Calculator includes the following buttons Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Clears the entire calculation and enables you to begin a fresh ca...

Page 139: ...hen tap Recent Calculations 3 After you finish reviewing the calculations tap OK Using the Advanced Calculator mode The Advanced Calculator screen consists of three regions Each region performs a different function to help you perform a variety of calculations Recalls the stored value from memory and inserts it in the current calculation Clears any value that is stored in the Calculator memory Pri...

Page 140: ...tering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Enters an exponent symbol in the calculation Opens the Constants dialog box where you can select a constant to include in the calculation Opens the Store in which memory dialog box where you can select the memory bank in which you want to store the current value Advan...

Page 141: ... Calculates the tangent of the current number Calculates the hyperbolic sine of the current number Calculates the hyperbolic cosine of the current number Calculates the hyperbolic tangent of the current number Calculates the arc inverse sine of the current number Calculates the arc inverse cosine of the current number Calculates the arc inverse tangent of the current number Calculates the arc inve...

Page 142: ...sing these variables the answer would be 733 76 per month To solve this exmaple 1 Enter a value and then tap the corresponding variable button Repeat this process until you ve entered the following four variables N 360 30 years x 12 months APR 8 PV 100 000 FV 0 2 Enter 12 and tap the P Yr button to enter the number of payments per year 3 Tap Edit 4 Tap the Pmt line and erase all values on the line...

Page 143: ...st and principal amortization based on the supplied values Calculates a given percentage of a value To use this button enter a value tap this button enter the percent and then tap the equal sign button Calculates the change in a value by a given percentage To use this button enter a value tap this button enter the percent and then tap the equal sign button Calculates the percentage of one number r...

Page 144: ...o the right in signed mode Enters A in a hexadecimal calculation Enters B in a hexadecimal calculation Enters C in a hexadecimal calculation Calculates the inverse of each bit of the argument Calculates the exclusive OR between two arguments Adds the current value to the end of the statistics memory list You can store up to 200 values Calculates the mean of the values in the statistics memory list...

Page 145: ...entered in ounces When you tap this button after tapping another unit of measure it converts the value to ounces Indicates the current value is entered in pounds When you tap this button after tapping another unit of measure it converts the value to pounds Indicates the current value is entered in US tons When you tap this button after tapping another unit of measure it converts the value to US to...

Page 146: ...ton after tapping another unit of measure it converts the value to degrees Celsius Indicates the current value is entered in inches When you tap this button after tapping another unit of measure it converts the value to inches Indicates the current value is entered in feet When you tap this button after tapping another unit of measure it converts the value to feet Indicates the current value is en...

Page 147: ...he value to square feet Indicates the current value is entered in square yards When you tap this button after tapping another unit of measure it converts the value to square yards Indicates the current value is entered in acres When you tap this button after tapping another unit of measure it converts the value to acres Indicates the current value is entered in square miles When you tap this butto...

Page 148: ...er tapping another unit of measure it converts the value to cups Indicates the current value is entered in pints When you tap this button after tapping another unit of measure it converts the value to pints Indicates the current value is entered in quarts When you tap this button after tapping another unit of measure it converts the value to quarts Indicates the current value is entered in gallons...

Page 149: ...8 From the Advanced Calculator screen tap the Menu icon 9 Tap Program and then tap Import 10 Tap the pick list and select the view you modified 11 Tap Import 12 Tap Replace to change an existing definition or tap Add to create an additional definition 13 Tap OK and then tap Done Indicates the current value is entered in cubic inches When you tap this button after tapping another unit of measure it...

Page 150: ...Program menu About Calculator Shows version information for Calculator Export Opens the Export dialog box where you can select a view definition to export to Memo Pad Import Opens the Import dialog box where you can select a view definition to import to Memo Pad Delete View Opens the Delete View dialog box where you can delete a user defined view Restore Defaults Returns all the view definitions t...

Page 151: ... for all the other cities is based on the day and time in your home city When you use CityTime for the first time or when your travel or move to another city make sure you set your home city location Setting your home city location ensures that CityTime displays accurate information for the other cities your select To set your home city 1 Tap the Applications icon 2 Tap the CityTime icon 3 Tap the...

Page 152: ...n use the Edit Cities command to add a new city to the list See the next section Adding cities for details 2 Tap the remaining pick lists and select the other three cities you want to display Tip You can temporarily display the day and time for any other city by tapping the city s location on the map display Adding cities If the city you want to display is not in the predefined list you can use th...

Page 153: ... Help Displays online help for the CityTime screens Change Location Opens the Change Location dialog box where you can select the city to which you are moving or travelling Changing the location updates the system time and date Sun Rise Set Opens the Sun Rise Set dialog box where you can view sunrise and sunset information for your home city To view this information for another city tap the City p...

Page 154: ...e Applications icon 2 Tap the Expense icon 3 Tap New Tip You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen The first number you write begins your new Expense item 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list Note As soon as you select an expense type your handheld ...

Page 155: ...xpense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expense item To change the date of an Expense item 1 Tap the Expense item you want to change 2 Tap the date of the selected item 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item These options appear i...

Page 156: ...lace your expense in the appropriate company paid cell of your printed expense report spreadsheet See Transferring your data to Microsoft Excel later in this chapter for more information Currency Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog see Options menu later in this chapter You can also display up to fou...

Page 157: ...om currency symbol If the currency you want to use is not in the list of countries you can create your own custom country and currency symbol To define a custom currency symbol 1 Tap the Menu icon 2 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense Tap Edit currencies Tap a Country box ...

Page 158: ...r Expense item select the symbol in the Receipt Details dialog box associated with that item Show Options Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options 3 Tap OK Sort by Enables you to sort expense items by date or type Distance Enables you to display Mileage entr...

Page 159: ...ion Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet To create or print an expense report 1 Perform a HotSync operation to transfer your latest Expense data to your computer 2 Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box Note If ...

Page 160: ...y a Microsoft Excel spreadsheet contain ing your expense data Your data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Using expense report templates Palm Desktop software includes several expense report templates When you use one of these templates you can edit your expense data in Microsoft Excel The ...

Page 161: ...6 Page 161 If you want to streamline or customize your expense reports you can change these templates For example you can add your company name to a template See Appendix C for information on changing templates ...

Page 162: ...evious procedure 2 Click Options 3 Enter name department and other information as necessary for your expense report 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Choose expense template Enter name and other information ...

Page 163: ...cord menu Options menu Preferences Use automatic fill Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE Default currency Sets the default currency symbol for Expense About ...

Page 164: ...Page 164 Application Specific Tasks ...

Page 165: ... Chapter 8 for details Managing desktop E Mail away from your desk Mail lets you manage the e mail that you send and receive through the E Mail application on your desktop computer You can read reply to compose and delete e mail on your handheld To send or receive e mail you must perform a HotSync operation either locally using the handheld cradle or infrared port or remotely using a modem or netw...

Page 166: ...rsions 2 5 6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from your handheld by means of special connection software called a conduit that lets you synchronize your desktop E Mail application and your handheld Contact the vendor of...

Page 167: ...sktop overwrites handheld Replaces the mail on your handheld with the mail in your desktop E Mail application You should use this option only if for some reason the two inboxes get out of sync This setting applies for only one HotSync operation and then reverts back to the default setting Do Nothing Turns off communication between your handheld and desktop E Mail application This setting applies f...

Page 168: ... OK Synchronizing Mail with your E Mail application After you enable and configure Mail you need to perform a HotSync operation to synchronize Mail with your desktop E Mail application For a complete explanation of HotSync technology see Chapter 8 Opening the Mail application on your handheld To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e mail items The Message list display...

Page 169: ...lect for all your e mail items To display full header information 1 Open an e mail item 2 Tap the Complete Header icon Tip To redisplay the abbreviated header tap the Abbreviated Header icon Creating e mail items You create e mail items with your handheld the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and create ...

Page 170: ...lication For example network users sending an e mail item to a user on the same network do not need to add Internet information such as mycorp com 3 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space 4 Tap the Subj field and enter a subject for your e...

Page 171: ... it onscreen 2 Tap Reply 3 Select whom you want to receive the reply Sender only All recipients or someone who didn t see the original e mail item Forward 4 Select whether you want to include original text or comment original text 5 Tap OK 6 Enter the text of your reply Tip You have several options including setting the priority See Adding details to e mail items later in this chapter 7 Tap Send t...

Page 172: ... you enter identify a unique listing from your Address list your handheld completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L 5 Enter the first letter of the entry yo...

Page 173: ...ote The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Priority Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Read Req...

Page 174: ...e mail item 1 In the New Message screen tap Details 2 Tap the Priority pick list and select the priority you want 3 Tap OK Tip Your handheld can flag e mail items with a specific priority only if your desktop E Mail application supports this feature Tap here Tap here Tap to select priority ...

Page 175: ...its closing For example a signature can contain your name address phone and fax numbers and any other text you want to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a si...

Page 176: ...signature until you deselect the Signature option 3 Tap OK Note The signature does not display in your e mail item only your recipient sees the signature Requesting confirmations To receive a confirmation when your e mail item is read 1 In the New Message screen tap Details 2 Tap the Confirm Read check box to select it 3 Tap OK To receive a confirmation when your e mail item is delivered 1 In the ...

Page 177: ...ail from your desktop E Mail application To send e mail After you create an e mail item tap Send Editing unsent e mail You can make changes to an e mail that has not yet been sent as long as you have not yet performed a HotSync operation When you edit an e mail item your handheld removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item and re...

Page 178: ...an e mail item you can also save the item as a draft by canceling it When you cancel an item your handheld opens a dialog asking if you want to save the e mail item If you tap Yes your handheld saves the item in the Draft folder To save an e mail item as a draft 1 Create an e mail item 2 Tap the Menu icon 3 Tap Message and then tap Save Draft To edit an e mail item saved as a draft 1 In the Messag...

Page 179: ...the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Tap the Menu icon 3 Tap Message and then tap File 4 Tap No to save the e mail item and move it to the Filed folder or tap Yes to file the item and keep a copy in the Inbox To remove e mail from the Filed folder 1 In the Message list tap Filed from the pick list in the upper right corner 2 Tap the e mail item you wan...

Page 180: ...received from the Deleted folder 1 In the Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Undelete to move the selected item to the Inbox and mark it as read To remove an e mail item you created from the Deleted folder 1 In the Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want t...

Page 181: ...t a folder 1 Tap the pick list in the upper right corner to open the list of folders 2 Select the folder you want to display in the Message list screen Inbox Contains the e mail from your desktop E Mail application Inbox minus any that you have excluded using filtering options See Creating special filters later in this chapter Outbox Contains the e mail you created and sent on the handheld since t...

Page 182: ...e High priority e mail items always appear first no matter how you sort the list To sort the Message list 1 In the Message list tap Show 2 Tap the Sort by pick list and select one of the following options 3 Tap OK Date Sorts e mail by date and displays the most recent e mail item at the top of the screen Sender Sorts e mail by the sender s user name and displays items in ascending alphabetical ord...

Page 183: ...s the appropriate settings for the HotSync operation Note The default setting is All So if your e mail Inbox has lots of messages syncrhonization could be time consuming To open the HotSync Options dialog box 1 Tap the Menu icon 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync Note For more information about Local and Remote Hot...

Page 184: ... To create a special filter you must decide whether you want to ignore or retrieve certain e mail items Then based on that decision you must tell your handheld what it needs to look for in the To From and Subj fields to single out those e mail items Send Only During synchronization only the e mail items in your handheld Outbox are sent to your desktop E Mail application from there they are sent to...

Page 185: ...ne whether to ignore or receive e mail Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings Ignore Messages Containing Tells your handheld to exclude the e mail items that meet the criteria you define and download all other e mail items during synchronization In general this filter downloads more e mail during synchronization because it blocks ...

Page 186: ... e mail items from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings In the To field jsmith aol com jjones aol com In the Subj field Apollo Project Your handheld interprets this as Accept e mail items about the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e ma...

Page 187: ...that header field For more information about header field Notes screens see Creating e mail items earlier in this chapter 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority e mail items...

Page 188: ...4 000 characters By truncating long messages you reduce the time it takes to synchronize your desktop E Mail and Mail as well as the amount of storage space e mail uses on your handheld Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box 2 Tap to select the truncation setting you want Tip If you select the maximum set...

Page 189: ...information about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message list Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version information for Mail Message list New Message View Message Message list New Message ...

Page 190: ...ness contacts An application installed in RAM memory To select a business card 1 Create an Address record that contains the information you want on your personal business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To beam a record business card or category of records 1 Locate the record business card or category you want to beam 2 Tap the Menu icon 3 Tap Reco...

Page 191: ... icon next to them 5 Tap Beam 6 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld 7 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld To receive beamed information 1 Turn on your handheld 2 Point the IR port directly at the IR port of the transmitting handheld to open ...

Page 192: ...can press the Address application button for about two seconds to beam your business card You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 9 for more information You can use the Graffiti Command stroke B to beam the current entry ...

Page 193: ...tly with a modem or network This chapter describes how to select HotSync options and perform a HotSync operation via the infrared port a modem or a network See Exchanging and updating data HotSync operations in Chapter 5 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessar...

Page 194: ...andheld With this option the HotSync Manager synchronizes data even when Palm Desktop software is not running Available only when Palm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software Manual Monitors requests only when you select HotSync Manager from the Start menu Serial Port Identifies the port that Palm Desktop software u...

Page 195: ... these settings is to overwrite data on either your handheld or Palm Desktop software or to avoid synchronizing a particular type of file because you don t use it In addition to the conduits for Date Book Address To Do List and Memo Pad and Expense Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your handheld including Graffit...

Page 196: ...Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit sett...

Page 197: ...h must have an enabled infrared port or be connected to an infrared device that supports the IrCOMM implementation of the IrDA standards Desktop computers are likely to require an infrared device attached to a physical COM port Laptops are likely to have a built in IR port Your computer must also have an installed infrared driver Does your computer support infrared communication If your computer u...

Page 198: ...frared communication takes place between your computer and your handheld 6 Deselect all other check boxes in the Options tab 7 Click Apply and then click OK To enable infrared communication with Windows 2000 1 Click the HotSync Manager icon in the Windows system tray bottom right corner of the taskbar 2 Choose Exit to close HotSync Manager 3 In the Windows taskbar click Start choose Settings and t...

Page 199: ... Windows 2000 you simply need to activate the infrared menu item To configure HotSync Manager for infrared communication with Windows 98 and Me 1 Click the HotSync Manager icon in the Windows system tray 2 Make sure Local Serial is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port list select the simulated port used for infrared communication See the previous section To...

Page 200: ...ou cannot use your cradle again until you reconfigure the HotSync Manager to communicate with the port defined for cradle synchronization To configure HotSync Manager for infrared communication with Windows 2000 1 If necessary start HotSync Manager 2 Click the HotSync Manager icon in the Windows system tray 3 Choose InfraRed from the HotSync Manager menu ...

Page 201: ... Tap the HotSync icon to start the IR HotSync operation Returning to serial cradle HotSync operations It s easy to return to using the cradle for HotSync operations Note If you re using a USB cradle and the Local USB option is already selected on the HotSync Manager menu you don t need to do anything to return to cradle operations To return to serial cradle HotSync operations with Windows 98 and M...

Page 202: ... Use Wireless Link to transfer images from a digital camera to your computer check box The next time you want to perform a HotSync operation just press the HotSync button on the cradle You can leave the HotSync application on your handheld set to perform IR HotSync operations and still use the cradle This is useful if you perform HotSync operations with both your desktop computer and a laptop When...

Page 203: ...modem Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communications appli...

Page 204: ...As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your handheld to find and use the fastest speed Modem Identifies 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 appear in the list select Hayes Basic Setup Str...

Page 205: ...to your company s dial in server network modem instead of connecting to a computer modem see Conducting a HotSync operation via a network later in this chapter 6 Enter the telephone number to access the modem connected to your computer 7 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box Tip You can enter a comma in the field to introduce a pau...

Page 206: ...he Conduit Setup dialog box on your handheld enables you to define which files and or applications synchronize during a modem HotSync operation You can use these settings to minimize the time required to synchronize data with a Springboard modem To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then ta...

Page 207: ...e Network HotSync software enables you to perform a HotSync operation by using the WAN to dial in to a network or by using a cradle that is connected to any computer on your LAN provided that the computer connected to the cradle also has the Network HotSync software installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server The Network HotSync soft...

Page 208: ...anager menu on both your primary computer and the computer you want to use 3 From the HotSync Manager menu choose Setup 4 Click the Network tab and make sure your user name has a check mark next to it If the check mark is not there click the check box next to your user name 5 Click OK 6 Place your handheld in the cradle and press the HotSync button The HotSync operation records network information...

Page 209: ...nu icon 4 Tap Options then tap Modem Sync Prefs 5 Tap Network 6 Tap OK Note See Network preferences and TCP IP software in Chapter 9 for information on configuring Network HotSync preferences Performing a dial in network HotSync operation You are ready to perform a dial in network HotSync operation after you prepare your computer and handheld and select your Conduit Setup options To perform a dial...

Page 210: ...y computer on the LAN and synchronizes with the data on your primary computer Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link feature to ...

Page 211: ...er Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular handheld To create a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New 5 Enter a unique name for the profile and click OK 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to Palm Deskt...

Page 212: ... the cradle 2 Press the HotSync button on the cradle 3 Click Profiles 4 Select the profile that you want to load on the handheld and click OK 5 Click Yes to transfer all the profile data to the handheld The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the handheld ...

Page 213: ...s on the front panel of your handheld and the HotSync button on the cradle and reassign the full screen pen stroke command Connection Configure your handheld for use with a modem such as the Springboard modem with infrared communication or a cradle Digitizer Calibrate the screen on your handheld Formats Set the country default and the formats for dates times calendar and numbers General Set the cu...

Page 214: ... not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to re assign 2 Tap the application that you want to assign to the button Tip To restore all of the buttons to their factory settings ...

Page 215: ...andheld Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Turn Off Lock Turns off and locks the handheld You must assign a password to lock the handheld When locked you need to enter the password to use your handheld Beam Data Beams the current record to another Palm OS handheld Drag to top of scr...

Page 216: ... assign 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional Springboard modem per form their normal HotSync functions 4 Tap OK Connection preferences The Connection Preferences screen allows you to create configurations for communicating with a PC or a Modem Configurations or profiles once activ...

Page 217: ...nnection type defines a direct serial or USB connection between your handheld and your desktop computer When you select this option your handheld detects which type of cradle you have connected to your computer USB to PC This connection type defines the direct USB connection between your handheld and your desktop computer It is used to perform a local HotSync operation when your handheld is connec...

Page 218: ...held operating system you must set Network preferences in addition to configuring Modem settings Note You can purchase a Springboard modem for use with your handheld See www handspring com To set Serial to Modem preferences 1 From the Connection Preferences screen select Standard Modem 2 Tap Edit The name of the current configuration appears at the top of the screen 3 Tap the Connection Method pic...

Page 219: ... Flow Ctl pick list and select Automatic On Xon or Off Xoff flow control for the modem connection 9 If needed edit the Init String to change the modem setup string 10 Tap OK twice to return to the Connection Preferences screen The following steps demonstrate how to create a modem connection that enables IR HotSync through an IR enabled modem This modem would then dial a modem attached to your desk...

Page 220: ...speaker volume 6 Tap Details 7 Enter the initialization string appropriate for the modem attached to your handheld 8 Tap OK twice to return to the Connection Preferences screen Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your handheld for the first time You can recalibrate your screen after a hard...

Page 221: ...andheld applications use the Country default settings You can however customize your own preferences See the Time date week start and numbers formats section later in this chapter To set the country default 1 Tap the country name pick list 2 Tap the setting you want to use Time date week start and numbers formats The Time setting defines the format for the time of day The time format that you sele...

Page 222: ... time and date Auto off delay Your handheld has an automatic shutoff feature that turns off the power after a period of inactivity This feature helps conserve battery power in case you forget to turn off your handheld If you find that your handheld shuts itself off before you finish viewing information on the screen increase the auto off setting To set the Auto off delay 1 Tap the Auto off pick li...

Page 223: ... can create your own service template The Network Preferences settings also enable you to use the TCP IP software that is included in the handheld operating system You can use the TCP IP software to connect with Internet Service Providers ISPs or dial in remote access servers Because the TCP IP software is a feature of the operating system you configure all parameters relating to it from the Prefe...

Page 224: ...e predefined service template you want to use or enter a name for a new service template Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name Note Most di...

Page 225: ... in this field and asks you to enter a password during the login procedure If you enter a password your handheld displays the word Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log ...

Page 226: ...urations in your Connection Prefer ences panel 2 Select the appropriate Connection Adding telephone settings When you select the Phone field your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial in server In addition you can also define a prefix disable Call Waiting and give special instructions for using a calling card Note The Phone Se...

Page 227: ...e procedures Otherwise tap OK Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line For example many offices require that you dial 9 to dial a number outside the building To enter a prefix 1 Tap the Dial Prefix check box to select it 2 Enter the prefix 3 Tap OK Enter your ISP phone number here Enter your prefix here Select this box if you need t...

Page 228: ...e Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define your calling card...

Page 229: ...to your Internet Service Provider ISP or your company s network dial in server is easy Note If you are connecting to an ISP you need a third party application such as a web browser or news reader to take advantage of this connection For information about third party applications that support TCP IP check the web site www handspring com To establish a connection Tap Connect to dial the current serv...

Page 230: ... the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Adding detailed information to a service template If you are using one of the predefined service templates you probably only need to enter your user name and telephone number If you are creating ...

Page 231: ...P application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options 2 Tap OK PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Immediate Drops the connection to your ISP immediately when you switch to another application 1 minute Waits one minute for you to open another application before it drop...

Page 232: ...nter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat...

Page 233: ... 4 Tap OK Creating a login script A login script is a series of commands similar to an autoexec bat file that automates logging into your ISP You can create login script files by selecting commands from the Command pick list in the Login Script dialog Some commands from the Command pick list such as Send require you to supply additional information Those commands have a parameter field so that you...

Page 234: ...enge value into your token card this generates a response value for you to enter on your handheld This command takes two arguments separated by a vertical bar on the input line Send Transmits specific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID inf...

Page 235: ...screen includes menu commands to make it fast and easy to create and edit service templates TCP IP application menus are show here for your reference See Using menus in Chapter 1 for more information about choosing menu commands Service menu Delay Tells your handheld to wait a specific number of seconds before executing the next command in the login script Get IP Reads an IP address and uses it as...

Page 236: ...ind out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your System Administrator pinpoint where the login procedure communication fails and why To view the Network Log 1 Tap Opti...

Page 237: ...hapter 1 for more information To enter the Owner preferences Enter the text that you want to associate with your handheld in the Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen If you assign a password with the Security application the information in the Owner Preferences screen cannot be changed In this ...

Page 238: ...of your handheld applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word i...

Page 239: ...e To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ShortCut ...

Page 240: ...Page 240 Setting Preferences for Your Handheld ...

Page 241: ... not waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your handheld as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your handheld contains a glass element Take care not to drop your handheld or subject it to any strong impact Do not car...

Page 242: ... use good quality batteries of the same type Use only alkaline batteries with your handheld When you remove the batteries the built in backup power of your handheld maintains memory data for a period of up to one minute Whenever you remove the batteries replace them immediately If you encounter any difficulties in the course of battery replacement reinstall the original batteries and wait a few mi...

Page 243: ...o stop what it s doing and start over again All records and entries stored in your handheld are retained with a soft reset After a soft reset the Welcome screen appears followed by the General Preferences screen to set time and date To perform a soft reset 1 Unscrew the tip of the stylus to access the reset tool 2 Use the reset tool to gently press the reset button inside the hole on the back pane...

Page 244: ...soft reset does not solve your problem Note You can restore any data previously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Hold down the power button on the front panel of the handheld 2 While holding down the power button use the reset tool or similar object without a sharp tip to gently press the reset button 3 When the system screen appears relea...

Page 245: ...hoose Custom 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change 6 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications...

Page 246: ...Page 246 Maintaining Your Handheld ...

Page 247: ...ur web site at www handspring com for the latest technical support information Note Thousands of third party add on applications have been written for Palm OS handhelds Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software ...

Page 248: ... you the rights to install software If you are still having problems installing the Handspring software try these steps 1 Download the latest version of the software from the Customer Support or Product Support section of www handspring com 2 If you re computer runs Windows 95 98 98SE Me or 2000 restart your computer in safe mode by pressing F8 on the keyboard as the computer boots 3 Install the f...

Page 249: ...diately after replacing the batteries the gauge may start at empty and slowly rise to full This is normal It takes a few minutes for the battery gauge to accurately show the condition of the batteries My handheld keeps turning itself off Your handheld is designed to turn itself off after a period of inactivity This period can be set at one two or three minutes Check the Auto off setting See Genera...

Page 250: ... recognize hand writing input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area Make sure that Graffiti is ...

Page 251: ... Show Only Due Items is selected I am having problems listing memos the way I want to see them If you cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the ...

Page 252: ...he COM port setting matches the port where you attached the serial cradle Make sure the cradle is connected securely to your computer Make sure your handheld is seated securely in the cradle Make sure you installed the software that came with your handheld You must install this software even if you upgraded from a Palm OS handheld If you installed a conduit from a third party software developer co...

Page 253: ... Manager is running exit and restart it Click the HotSync Manager and make sure that the Local USB option has a check next to it If you are using an optional serial cradle make sure that the Local Serial has a check next to it then select Setup and confirm that the COM port setting matches the port where you attached the serial cradle Check the cable connection between the cradle and the port on y...

Page 254: ... is checked in the HotSync Manager menu Make sure the modem you are using with your handheld has an on off switch Your handheld cannot wake up a modem that has an auto off feature Make sure the modem is connected properly to a serial port on your computer and is connected to the incoming phone line Confirm that the Setup String in the Setup dialog box configures your modem correctly You mayneedto ...

Page 255: ...tached to your modem Make sure the dialing instruction dials the correct phone number If you need to dial an outside line prefix make sure you selected the Dial Prefix option on your handheld and entered the correct code If the telephone line you are using has Call Waiting make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct c...

Page 256: ...re the Beam Receive setting is on Move your handheld closer to the receiving device Move your handheld farther away from the receiving device Angle the sides of the two devices towards each other Perform a soft reset See Performing a soft reset in Appendix A for more information When someone beams data to my handheld I get a message telling me it is out of memory Your handheld requires at least tw...

Page 257: ...ing procedure restores your private entries and lets you access them 1 Use the Palm Desktop software and the cradle to synchronize your data 2 Tap Forgotten Password in Security to remove the password and delete all private records 3 Perform a HotSync operation to syn chronize your data and restore the private records by transferring them from your computer to your handheld I forgot the password a...

Page 258: ...such as the Address Book button use that application for a few moments then go back to the module s application Try turning off your handheld waiting a few seconds then turning on your handheld again Try removing the module waiting a few seconds then re inserting the module Delete or disable any unusual system hacks or complex third party applications If the module installed any files into your ha...

Page 259: ...error message or state you are experiencing The steps you take to reproduce the problem The version of handheld software you are using and available memory To find version and memory information 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap App and then tap Info Note Thousands of third party add on applications have been written for Palm OS handhelds Unfortunately we are not able to suppor...

Page 260: ...Page 260 Troubleshooting Tips ...

Page 261: ...eadsheet Each Expense item stored in your handheld represents a group of related data You can link the following data to an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your handheld and Palm Desktop software on your computer the Expense data is stored on your computer in a file named Expense ...

Page 262: ...crosoft Excel 3 Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can i...

Page 263: ...e later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of l...

Page 264: ...itions for the data mapping To create additional Sections with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the ...

Page 265: ...y identify the data Sections A Section is an area of data with common row and column formatting A yellow highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table Your custom Expense Report can contain any number of Sections and the same data can be repeated in any Section On the printed copy identify the type of Labels that apply to each Section E...

Page 266: ...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 Maptable xls file next to the cell highlighted in green that reads Template Name If you did not modify an existing template move to any table in the Maptable xls file 3 ...

Page 267: ...emplate You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report To clear all of the existing settings in a row click to select the row and press Ctrl Delete Name each row to correspond to a Section of your custom Expense Report 9 Determine the Label settings The orientation of the data fields Row Column appears in...

Page 268: ...iation for the day e g Sun Mon Tue In the Day cell enter the row or column number where all the day information will be placed If the dates are in a row enter the row number If the dates are in a column enter the column number of Rows Represents the total number of rows in the Section excluding any header or total rows In other words this includes only the number of rows in the Section where your ...

Page 269: ...template Expense type labels must all appear in the same column 13 Enter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 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 ...

Page 270: ...can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Because header data is not related to any particular Section you have to fill in only 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 tha...

Page 271: ...ication Trips Shows the number of Expense application categories and lists each one followed 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 272: ...Page 272 Creating a Custom Expense Report ...

Page 273: ... M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed c...

Page 274: ...acter defines that the next character is transmitted as a literal character and is not subject to any special processing ordinarily associated with that character Examples Includes a caret as part of the string Includes a as part of the string Includes a backslash as part of the string ...

Page 275: ...imits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this...

Page 276: ...ce Causing Equipment Regulations Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada Acknowledgments We would like to thank the following developers whose contributions were an integral part of the Handspring product C E Steuart Dewar Pimlico Software Inc www gorilla haven org pimlico Darren Beck Code City www codecity com au Rick H...

Page 277: ...249 for untimed events 99 Alphabet Graffiti writing 38 onscreen keyboard 20 27 Anniversaries See Repeating events Application buttons 14 21 61 62 63 64 192 214 Applications Address Book 62 beaming 190 191 Calculator 65 categories 47 48 CityTime 66 Date Book 60 Expense 67 font style 92 installing 50 53 Memo Pad 64 opening 22 preferences for 50 removing 53 security 55 size in kilobytes 259 To Do Lis...

Page 278: ...76 77 beaming 190 191 creating 78 79 default 77 displaying 78 129 251 folders for e mail 181 merging 80 renaming 79 using in Applications Launcher 48 cc Mail 166 Chain calculations 139 Characters Graffiti 35 Check boxes 20 CityTime adding cities 152 home city 151 menus 153 opening 66 overview 151 remote cities 152 Clearing Calculator entries 138 140 COM port See USB port and Serial port Combining ...

Page 279: ...endar 94 98 events See Repeating events Journal 114 Data entry See Entering data transfer See HotSync transmitting to other handhelds See Beaming information Date Book adding Address Book data to records 84 85 alarm 98 archive files dba 45 changing event time 98 changing event to untimed 97 changing repeating events 100 conduit for synchronizing 195 conflicting events 105 continuous events 99 101 ...

Page 280: ...g 55 saving deleted data to an archive file 72 system requirements 12 upgrading 12 See also PIM Dialing applications 129 Digitizer 19 220 250 Display contrast brightness control 15 DNS Domain Naming System 232 Docking station See Cradle Double booked events 105 Draft e mail 178 Dragging memos into other applications 64 stylus to activate features 215 using the stylus 19 E Editing records 70 71 uns...

Page 281: ... 53 223 General preferences alarm sounds 222 auto off delay 222 system sounds 222 Glossary See Graffiti ShortCuts Graffiti accented characters 42 alphabet 35 38 basic concepts 35 capital letters 39 Command stroke 24 defined 25 Giraffe game for practicing 53 how to write characters 36 menu commands 23 moving the cursor 43 numbers 39 online Help 71 214 problems using 250 punctuation marks 40 ShortCu...

Page 282: ... applications 50 53 batteries 18 conduit to install applications 195 Desktop software 31 248 Mail See Mail desktop configuration International characters Graffiti writing 42 onscreen keyboard 44 IP address 230 232 IR port 17 See also Beaming information IR See Infrared Items See To Do List or Expense K Keyboard computer 45 onscreen 20 44 215 L Letters font style 92 Graffiti 35 38 onscreen keyboard...

Page 283: ... records 84 85 archive files mpa 45 categorizing records 76 conduit for synchronizing 195 creating records 69 136 deleting records 72 dragging memos into other applications 64 fonts 92 menus 137 opening 64 overview 64 private records 88 reviewing memos 136 sorting records 87 251 See also Notes Memory amount of free 259 for beaming 256 Calculator 138 regaining 73 Memos See Memo Pad Menus 22 24 250 ...

Page 284: ...look connecting to 253 Overlapping events 105 Owner preferences 237 P Palm Desktop software See Desktop software Passwords 56 58 changing 56 creating 56 deleting 56 for network 225 forgotten 58 257 Pasting text 71 Payment Expense item 156 Pen See Stylus Personal information managers See PIM Phone Lookup 84 85 Phone numbers selecting for Address List 128 selecting types 127 Phone settings for ISP o...

Page 285: ...iding private 55 88 lost 251 Memo Pad 136 notes for 91 number of 259 private 88 purging 73 sorting 87 To Do List 131 Recovering deleted e mail 180 filed mail 179 Recurring events deleting 72 scheduling 99 Reminder See Alarm Removing applications 53 Desktop software 55 Renaming categories 79 Repeating events deleting from Date Book 72 scheduling 99 Replying to e mail 171 Rescheduling events 98 Rese...

Page 286: ... Stylus dragging with 19 full screen pen stroke 214 215 pen stroke to activate a feature 214 tapping with 19 writing with 14 35 Sunday to start week 221 Symbols for currency 156 in Graffiti writing 41 Synchronizing data See HotSync System conduit 195 System requirements for Desktop software 12 System sounds 222 T Tab delimited files importing data from 45 Tapping 19 250 Task See To Do List TCP IP ...

Page 287: ...urning off handheld automatically 222 pen stroke for 215 problems with 249 Turning on handheld application buttons 14 displaying owner s name 237 power button 15 problems with 249 U Undoing actions 71 Uninstalling Desktop software 55 Unresponsive handheld 249 Unsent e mail editing 177 Untimed events 94 97 99 Updating data See HotSync Upgrading Desktop software 12 USB connector 17 HotSync operation...

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