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Palm IIIe, Handbook

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Chapter 4

Click Create to display 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

Franklin Planner software includes several expense report templates. 
When you use a template, you can edit your expense data in Microsoft 
Excel. The templates have the extension .xlt and are stored in the 
Template folder, normally C:\Program Files\Franklin Covey\
Planner\Palm\Template.  To see what a template looks like before 
you use it, open the template in Microsoft Excel. For example, the 
template Sample2.xlt looks like this:

Summary of Contents for IIIe

Page 1: ...Handbook for the Palm IIIe Organizer 22863 ...

Page 2: ...ll other brand and product names mentioned in this manual are trademarks of their respective companies DISCLAIMER AND LIMITATION OF LIABILITY Franklin Covey assumes no responsibility for any damage or loss resulting from the use of this manual Franklin Covey assumes no responsibility for any loss or claims by third parties which may arise through the use of Franklin Planner Software for Win dows o...

Page 3: ...he organizer interface 20 Opening applications 21 Using menus 22 Three ways to enter data 24 Using Franklin Planner software 27 Customizing your organizer 28 Connecting the cradle 29 Chapter 2 Entering Data in Your Palm IIIe Organizer 31 Using Graffiti writing to enter data 31 Writing Graffiti characters 31 Graffiti tips 33 The Graffiti alphabet 34 Writing capital letters 35 Writing numbers 35 Gra...

Page 4: ... organizer 50 Recovering from a forgotten password 51 Chapter 4 Using Your Basic Applications 53 What Matters Most Applications for the Palm Computing Platform 53 Overview of basic applications 55 Date Book 55 Address Book 56 To Do List 57 Memo Pad 58 Calculator 58 Expense 59 Common tasks 59 Creating records 60 Editing records 60 Deleting records 62 Purging records 63 Exchanging and updating data ...

Page 5: ...st options 128 HotSync options 130 Creating special filters 131 Truncating e mail items 135 Mail menus 136 Beaming information 137 Chapter 6 Advanced HotSync Operations 139 Selecting HotSync setup options 139 Customizing HotSync application settings 141 Using HotSync with Multiple Users 143 Configuring Franklin Planner software for multiple users 143 Configuring Multiple Palm IIIe organizers 143 C...

Page 6: ...g additional service templates 165 Adding detailed information to a service template 166 Creating a login script 169 Deleting a service template 170 Network preferences menu commands 171 TCP IP troubleshooting 171 Owner preferences 172 ShortCuts preferences 173 Creating a ShortCut 173 Editing a ShortCut 174 Deleting a ShortCut 174 Appendix A Maintaining Your Organizer 175 Caring for your organizer...

Page 7: ... Analyzing your custom Expense Report 197 Programming the mapping table 197 Using applications other than Microsoft Excel 202 Expense file details 202 Appendix D Non ASCII Characters for Login Scripts 203 Use of char 203 Carriage return and line feed 203 Literal characters 204 Warranty and Other Product Information Limited warranty 205 Year 2000 Warranty 205 Obtaining Warranty Service Year 2000 Wa...

Page 8: ...Page 8 Contents ...

Page 9: ...ome with it It walks you through Locating all the parts of your organizer Viewing and entering data Using your organizer with your computer Personalizing your organizer with your own preference settings After you become familiar with the basic functionality of your Palm IIIe organizer you can use the rest of this handbook as a reference for less common tasks for maintaining your Palm IIIe organize...

Page 10: ...ontained in this package will be installed automatically during the first HotSync operation that you conduct However if you have been synchronizing your Palm IIIe with ASCEND 97 or an earlier version of Franklin Planner Software and you are upgrading to either Franklin Planner Software 7 2 or to the Franklin Planner for Microsoft Outlook you must use the Palm Install tool to install the Franklin C...

Page 11: ...our schedule details in Date Book so you can view them by the day week or month 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 Book so you can find them as soon as you need them Add your tasks to the Franklin Covey Task List and prioritize them according to their importance To make sure you don t lose a...

Page 12: ...ications that take advantage of the calendaring and scheduling capabilities of Microsoft Outlook 98 and 2000 The Franklin Planner for Microsoft Outlook is sold separately from the Franklin Planner Edition of the Palm IIIe Whether you choose to use Franklin Planner Software for Windows or Franklin Planner for Microsoft Outlook you will be able to take advantage of the What Matters Most time and lif...

Page 13: ...are Upgrade Information If you already own a Palm Computing handheld organizer we recommend that you install the version of Franklin Planner software that comes with your new Palm IIIe organizer into the same folder as your current version of Franklin Planner software or ASCEND 97 When you install the new version in the same folder as the previous version all your data is preserved If you use anot...

Page 14: ...ividual Palm IIIe organizer applications that correspond to the icons on the buttons Date Book Address Book To Do List and Memo Pad See Buttons preferences in Chapter 7 for details on reassigning these buttons to activate any application on your Palm IIIe organizer For example you may wish to reassign the To Do List button to activate the Franklin Covey Task List Tip If your Palm IIIe organizer is...

Page 15: ...y with the Auto off feature See General preferences in Chapter 7 for more information Scroll button Displays text and other information that extends beyond the area of the Palm IIIe organizer screen Pressing the lower half of the scroll button scrolls down to view information below the viewing area and pressing the upper half of the button scrolls up to view the information above the viewing area ...

Page 16: ...it is not in use and helps reduce glare while you use your Palm IIIe organizer You can open the cover so that it is at an angle open it fully or remove it altogether by pulling the cover out of the holes on the sides of the Palm IIIe organizer To reattach the cover reinsert the pegs in the holes ...

Page 17: ... information about when and how to use the reset button Contrast control Adjusts the appearance of the screen for the clearest screen display Depending on the lighting conditions or temperature of the environment where you use your organizer you may need to adjust the contrast control setting Battery door Covers the batteries that power your organizer Serial COM port door Covers the connector that...

Page 18: ...mpartment 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 organizer and clicks into position Important Do not force the battery door When the batteries are correctly installed the ba...

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

Page 20: ...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 the check ma...

Page 21: ...ing a way for you to open applications the Applications Launcher displays the current time battery level and application category Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the prev...

Page 22: ...cher scrolls to the first application with a name 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 organizer 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 ...

Page 23: ...d on the 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...

Page 24: ...write the command letter immediately to choose the menu command Displaying online tips Many of the dialog boxes that appear on your organizer contain an online Tips icon in the upper right corner Online tips anticipate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review th...

Page 25: ...t enter Graffiti characters while using the onscreen keyboard Graffiti writing Your Palm IIIe organizer 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 Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Carriage return T...

Page 26: ... 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 Write letters here Write numbers here Division marks ...

Page 27: ...ize with the applications on your Palm IIIe organizer The Palm IIIe Address Book Date Book and Memo Pad synchronize with Franklin Planner software while the Palm IIIe Expense application synchronizes with the Expense Report on your desktop computer available from your Franklin Planner software folder You can also synchronize e mail on your Palm IIIe with your desktop e mail software You can use th...

Page 28: ...rganizer to work with a modem or network See Chapter 7 for more information on customizing your organizer To open the Preferences screens 1 Tap the Applications 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 custo...

Page 29: ...ime based on a 24 hour clock See Formats preferences in Chapter 7 for more information To set the current date 1 Tap the Set Date box 2 Tap the arrows to select the current year 3 Tap a month 4 Tap the current date Connecting the cradle The cradle that comes with your Palm IIIe organizer enables you to synchronize the information on your Palm IIIe organizer with the Tap here Tap arrows to select y...

Page 30: ...e cable from the Palm IIIe organizer cradle into the serial COM port on your computer Note Your Palm IIIe organizer requires a dedicated port It cannot share a port with an internal modem or other device If you are unsure about the exact location of the serial port on your computer refer to the manual supplied with the computer ...

Page 31: ...fiti 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 character s...

Page 32: ... 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 stroke shapes available for some letters For thes...

Page 33: ... in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your organizer 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 set the insertion point to the right...

Page 34: ...Page 34 Chapter 2 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 35: ...ter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the organizer 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 organizer screen To return to low...

Page 36: ...le 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 Punctuation Shift ...

Page 37: ...Graffiti writing area of your organizer 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 38: ...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 left side of the...

Page 39: ...hortCuts 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 7 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 appears at th...

Page 40: ...Open any application such as Memo Pad Tap any record or tap New 2 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 3 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 Entry ShortCut Date stamp ds Time stamp ...

Page 41: ... for information on how to enter information into the Franklin Planner software applications that can then be synchronized with your Palm IIIe organizer Importing data If you have data stored in computer applications such as spreadsheets and databases or if you want to import data from another organizer you can transfer the data to your Palm IIIe organizer Franklin Planner software can import data...

Page 42: ...Page 42 Chapter 2 ...

Page 43: ...ations installed on your organizer 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 organizer to switch to another application Your organizer automatically saves your work in the current application and displays it w...

Page 44: ...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 want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alternative y...

Page 45: ...Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all appl...

Page 46: ...ganizer To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your organizer resides in RAM memory you can delete them at any time To install add on software on your organizer 1 On your computer copy or download the application you want to install into the add on folder in your Franklin Planner software directory on your comput...

Page 47: ...y removes it from the list of applications to install 7 Click Done 8 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter 4 for details Installing games The CD ROM also includes several games that you can install with the Palm Install Tool Giraffe HardBall MineHunt Puzzle SubHunt Note Giraffe is a fun easy wa...

Page 48: ...2 Tap the Menu icon 3 Tap App and then tap Delete 4 Tap the application that you want to remove 5 Tap Delete 6 Tap Yes 7 Tap Done Security Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect In Security you can do the following Turn off and lock your organizer so that it does not operate until you enter the correct password Hide r...

Page 49: ...p the Applications icon 2 Tap the Security icon 3 Tap the Password box 4 Enter a password 5 Tap OK then enter the same password a second time and tap OK Changing or deleting a password Once you define a password for your organizer 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 t...

Page 50: ...word you need to perform a hard reset to resume using your organizer Performing a hard reset deletes all the records in your organizer however you can restore all synchronized data at the next HotSync operation See Performing a hard reset in Appendix A for more information To lock your organizer with a password 1 Perform a HotSync operation to synchronize the data between your organizer and your c...

Page 51: ... you can delete the password from your organizer 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 organizer 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 Forgotten Password...

Page 52: ...Page 52 Chapter 3 ...

Page 53: ...tions on how to do tasks that are specific to each application What Matters Most Applications for the Palm Computing Platform In addition to your basic Palm IIIe applications Franklin Covey produces applications for the Palm IIIe that support the time and life management methodology taught in the What Matters Most seminar If you have never synchronized your Palm IIIe with any desktop software befo...

Page 54: ...o time and life management is setting goals based upon what matters most to you The Goals application helps you keep those goals continually in front of you as you plan your time Weekly Compass The Weekly Compass helps you review your key roles and relationship and set goals for the upcoming week to strengthen these relationships Franklin Planner software includes Wizards that can help you with ea...

Page 55: ...ial scheduling overlaps or conflicts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments 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 connected organizer Attach notes to individual events for a de...

Page 56: ...etc or e mail addresses for each name Define which phone number appears in the Address List for each Address Book entry Attach a note to each Address Book entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups To open Address Book Press the Address Book application button on the front pa...

Page 57: ...ist items either by due date priority level or category Attach notes to individual To Do List 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 organizer To Do List opens to display the category of items you last viewed Press the To Do List application button repeatedly to cycle through the categories in which...

Page 58: ...rmation 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 organizer Memo Pad opens to display the last Memo Pad screen that you viewed Note Press the Memo Pad application button repeatedly to cycle through the categories in which you have memos Calculator Calculator enables you to perform addition s...

Page 59: ...an 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 included in the Palm IIIe organizer package...

Page 60: ...ur appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record 6 In Address Book and Memo Pad only Tap Done There s no need to save the record because your organizer saves it automatically Editing records After you create a record you can change delete or enter new text at any time Two screen features tell you when your organizer is in editing mode...

Page 61: ...s deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your organizer You can paste the text you cut into another area of the current application or into a different application Copy Copies the selected text and stores it temporarily in the memory of your organizer You can paste the text that you copy into another area of the current applicatio...

Page 62: ...eck 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 organizer 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 the application tap Delete and th...

Page 63: ... Menu icon 2 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the se ries ends before the date that you purge records Date Book To Do List If you want to save a copy of the purged records to an archive file on your desktop be sure that the check box is checked I...

Page 64: ... your organizer and doesn t ask for this information again Franklin Planner software has the capability to maintain multiple databases allowing multiple users to maintain their schedules on a single desktop computer You can also assign names to individual Palm organizers and specify which Franklin Planner software database for a specific Palm organizer to synchronize with See Chapter 6 for more in...

Page 65: ...elect Local from the menu Important The first time you perform a HotSync operation you must enter a user name in the New User dialog box and click OK Every organizer should have a unique name To prevent loss of a user s records never try to synchronize more than one organizer to the same user name The HotSync Progress dialog box appears and synchronization begins 4 Wait for a message on your organ...

Page 66: ... IIIe according to the order they were entered If you try to synchronize more than 15 categories in Franklin Planner software with the Palm IIIe only the first 15 categories entered in Franklin Planner software will be synchronized with the Palm IIIe Length of Categories In addition Palm IIIe categories can be no longer than 15 characters in length However Franklin Planner software supports catego...

Page 67: ...is to show how you might sort your expenses for different business trips You can rename or delete these default categories Note The illustrations shown are from Address Book but you can use these procedures in all the applications in which categories are available Categories are not available in Date Book To move a record into a category 1 Select the record you want to categorize 2 In Address Book...

Page 68: ...ant 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 organizer 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 69: ...and then tap OK 5 Tap OK You 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 ...

Page 70: ...s in this list to a record Address Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name Expense Lookup displays the names in your Address Book 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 Book records When working with Address Book the scroll button on the front...

Page 71: ...lls to the first letter of the company name 3 Tap the record to view its contents 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 automatically appears in the Find dialog box 2 Enter the text that you want to find Find is not case sensitive For example s...

Page 72: ...dress 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 To Do List Task 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 the...

Page 73: ... begins with Wi your organizer inserts the full name 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 selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your organizer replaces the selected text and adds the name and its associated...

Page 74: ... ways depending on the application Sorting is available in applications that have List screens Address Book To Do List Memo Pad and Expense Note You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the List screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To ...

Page 75: ... In all basic applications except Expense you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide all private records See Security in Chapter 3 for more information Hiding private records You can hide records that you mark as private If you define a password for your organizer you must enter it to display private r...

Page 76: ... 3 Tap Show If you do not have a password hidden records become visible If you have a password the Show Private Records dialog box appears Go to step 4 4 Enter your password and then tap Show 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 Tap Hide Tap Show ...

Page 77: ...isplay the entry to which you want to add a note 2 In Address Book 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 Choosing fonts In all basic applications except Expense you can change the font style to...

Page 78: ...ant to use 5 Tap OK Application specific tasks Date Book When you open Date Book the screen shows the current date and a list of times for a normal business day Date Book synchronizes with the Appointment Schedule in Franklin Planner software Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 79: ...r 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 event on a particular date You can also schedule a repeating event such as a weekly meeting and continuous events such as a three day confere...

Page 80: ...ime 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 To schedule an event for another day 1 Select the date you want for the event by doing one of the following Tap the time of an event Start Time highlighted Tap to scroll to earlier ...

Page 81: ...y in the calendar Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the organizer to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for the current day To schedule an untimed event 1 Select the date that you want for the event as described in To schedule an event for another day 2 Tap New 3 T...

Page 82: ...ater 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 Time and then tap OK Rescheduling an event You can easily make changes to your schedule with your organizer To reschedule an event 1 Tap the event you want to reschedule 2 Tap Details 3 To change the time tap the Time box and select a new time 4 T...

Page 83: ...it The default setting 5 Minutes appears 3 Tap the pick list to select Minutes Hours or Days 4 Select the 5 and enter any number from 0 to 99 inclusive as the number of time units then tap OK Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed ev...

Page 84: ...ed event 2 Tap Details 3 Tap the Repeat box to open the Change Repeat dialog box 4 Tap Day Week Month or Year to set how often event repeats For a continuous event tap Day 5 Enter a number that corresponds to how often you want the event to repeat on the Every line For example if you select Month and enter the number 2 the event repeats every other month 6 To specify an end date for the repeating ...

Page 85: ...ge to all occurrences your organizer creates a new event The start date of this new event is the day on which the setting is changed Past occurrences prior to the day of the change are not changed If you apply a change to a single occurrence of a repeating event e g time that occurrence no longer shows the Repeat icon Changing the Date Book view In addition to displaying the time list for a specif...

Page 86: ...range of times shown 3 Tap an event to show a description of the event Tips for using Week View Keep the following points in mind To reschedule an event tap and drag the event to a different time or day Tap a blank time on any day to move to that day and have the time selected for a new event Week View Previous week Next week Tap for that day Bar indicates earlier event Bar indicates later event D...

Page 87: ... scroll arrows to scroll to the event 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 Working in ...

Page 88: ... scroll button on the front panel of your organizer to move between months Press the upper half of the button to display the previous month the lower half to display the next month Date Book menus preferences and display options Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for ...

Page 89: ...mpress 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 ...

Page 90: ...otSync operation Preferences Start End Time Defines the start and end times for Date Book screens If the time slots you select do not fit on one screen you can tap the scroll arrows to scroll up and down Alarm Preset Automatically 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 to...

Page 91: ...person you want to add to your Address Book Note The organizer automatically capitalizes the first letter of each field except numeric and e mail fields You do not have to use the Graffiti capital stroke to capitalize the first letter of the name 4 Use the Next Field Graffiti stroke to move to the First Name field Tip You can also move to any field by tapping it directly 5 Enter the person s first...

Page 92: ...ct information in case you lose your organizer Selecting types of phone numbers You can select the types of phone numbers or e mail addresses that you associate with an Address Book entry Any changes you make apply only to the current entry To select other types of phone numbers 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 ...

Page 93: ...reference and Address Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Address List screen or the Address View screen Record menus Show in List Select which type of phone or other information appears in the Address Li...

Page 94: ...k shows the last category you selected If you clear it Address Book displays the All category 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 Book Address List Address View ...

Page 95: ...will need to open the To Do List from the Applications Menu 2 Tap New 3 Enter the text of the To Do List item The text can be longer than one line 4 Tap anywhere onscreen to deselect the To Do List item Tip If no To Do List item is currently selected writing in the Graffiti writing area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in y...

Page 96: ...t item 1 Tap the Priority number on the left side of the To Do List item 2 Tap the Priority number that you want to set 1 is most important Checking off a To Do List item You can check off a To Do List item to indicate that you ve completed it You can set the To Do List to record the date that you complete the To Do List item and you can choose to show or hide completed items See To Do Show Option...

Page 97: ...st item You can also sort the items that appear in the list based on their due date To set a due date for a To Do List item 1 In the Details dialog box tap No Date to open the Due Date pick list 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the du...

Page 98: ...llowing settings Show Completed Items Displays your completed items in the To Do List If you turn off this setting your To Do items disappear from the list when you complete 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 organizer Purge completed items to remove them from memory Show Only Due Items Sho...

Page 99: ...ces the due date with the actual date when you complete check the item If you do not assign a due date to an item the completion date still records when you complete the item Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each...

Page 100: ...lication button on the front of your organizer to display 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 memo...

Page 101: ...reference and Memo Pad features that are not explained elsewhere in this book are described here See Using 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 Tap a memo to reviewits contents Memo List Memo screen Memo List Memo screen ...

Page 102: ...e number without starting the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memor...

Page 103: ...p Options and then tap Recent Calculations 3 After you finish reviewing the calculations tap OK Calculator menus Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menus Clears any value that is stored in the Calculator memory Ab...

Page 104: ...ications icon 2 Tap Expense 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 organizer saves your ent...

Page 105: ...te of an Expense 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 option...

Page 106: ... 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 four other common types...

Page 107: ...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 108: ... 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 Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your organizer the Expense Report application on your desktop computer enables you to view and print the data with your com...

Page 109: ...he Windows taskbar choose Start Franklin Covey Palm Connected Organizer Expense Report to open Microsoft Excel and the Expense Report configuration dialog box You will be prompted for your user name 3 Click the expense category that you want Tip You can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories g...

Page 110: ...er Using expense report templates Franklin Planner software includes several expense report templates When you use a template you can edit your expense data in Microsoft Excel The templates have the extension xlt and are stored in the Template folder normally C Program Files Franklin Covey Planner Palm Template To see what a template looks like before you use it open the template in Microsoft Exce...

Page 111: ...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 Expense menus Expense menus are shown here for your reference and Expense features that are not ...

Page 112: ...er 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 Expense Shows version information for Expense ...

Page 113: ...g 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 organizer To send or receive e mail you must perform a HotSync operation either locally using the organizer cradle or remotely using a modem The key to Mail is that it truly synchronizes the ma...

Page 114: ... such as Microsoft Exchange version 4 0 or higher Eudora version 3 0 3 or higher and Lotus cc Mail versions 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 organizer by means of special connection software called a con...

Page 115: ... Desktop overwrites handheld Replaces the mail on your organizer 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 organizer and desktop e mail application This setting appl...

Page 116: ...eration to synchronize Mail with your desktop e mail application For a complete explanation of HotSync technology see Chapter 6 Opening the Mail application on your organizer To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e mail items The Message List displays a list of your incoming e mail items who sent them and the date they were received E mail items you ve read have a ch...

Page 117: ...ems 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 organizer 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 the body of the e mail ite...

Page 118: ... 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 mail item 5...

Page 119: ... 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 120: ...dentify a unique listing from your Address Book your organizer 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 you want to f...

Page 121: ...Note 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 Re...

Page 122: ...ct the priority you want 3 Tap OK Tip Your organizer can flag e mail items with a specific priority only if your desktop e mail application supports this feature Sending a blind carbon copy To add a BCC field to your e mail item 1 In the New Message screen tap Details 2 Tap the BCC check box to select it 3 Tap OK Tap here Tap here Tap to select priority ...

Page 123: ...ny 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 signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap the Signature text f...

Page 124: ...Details 2 Select the Confirm Delivery check box to select it 3 Tap OK Storing e mail to be sent later When you send e mail from your organizer it actually stores the e mail in the Outbox folder until the next time you synchronize your organizer with your computer During synchronization all e mail stored in the Outbox folder is transferred to the Outbox folder in your desktop e mail application E m...

Page 125: ...o add additional information before sending it Your organizer stores such e mail items in the Draft folder until you are ready to edit them again Note When you re creating or editing an e mail item you can also save the item as a draft by canceling it When you cancel an item your organizer opens a dialog asking if you want to save the e mail item If you tap Yes your organizer saves the item in the...

Page 126: ...ve the item to your Outbox folder Filing e mail Your organizer can store e mail you receive or create in the Filed folder The contents of this folder do not automatically synchronize with your desktop e mail application during a HotSync operation Your organizer however stores a backup copy of 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...

Page 127: ... Delete 3 If you selected the Preferences option to confirm deletion tap Yes Removing e mail from the Deleted folder You can reverse the deletion of an e mail item by removing it from the Deleted folder as long as you have not performed a HotSync operation or purged the contents of the Deleted folder To remove an e mail item you received from the Deleted folder 1 In the Message List tap Deleted fr...

Page 128: ... the Message List displays information Folders Your organizer provides folders for categorizing your mail The Message List displays the e mail items in the folder you select To select 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 Inb...

Page 129: ...ity 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 order based on ...

Page 130: ...n While in the Mail application on your Palm IIIe 1 To open the HotSync Options dialog box 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 HotSync operations see Chapter 6 4 Tap the filtering option you want to apply All During synchronization all e mail items i...

Page 131: ...etrieving items that contain specific information in their header fields 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 organizer what it needs to look for in the To From and Subj fields to single out those e mail items Filter During synchronization all e mail items in your organizer Outbox are s...

Page 132: ...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 organizer 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 133: ...s 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 organizer 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 mail items fr...

Page 134: ...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 135: ...ters 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 organizer 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 setting messag...

Page 136: ...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 137: ...usiness contacts An application installed in RAM memory To select a business card 1 Create an Address Book record that contains the information you want on your 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 Recor...

Page 138: ...log box to indicate that the transfer is complete before you continue working on your organizer To receive beamed information 1 Turn on your organizer 2 Point the IR port directly at the IR port of the transmitting organizer to open the Beam Status dialog box 3 Tap Yes 4 Wait for the Beam Status dialog box to indicate that the transfer is complete and then tap OK to display the new entry Incoming ...

Page 139: ...em or network This chapter describes how to select HotSync options and perform a HotSync operation via a modem or network See Exchanging and updating data HotSync operations in Chapter 4 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 necessary you can adjust the local and mod...

Page 140: ...as needed Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer With this option the HotSync Manager synchronizes data even when Franklin Planner software is not running Available only when Palm Desktop is running Not applicable for use with Franklin Planner software Manual Monitors requests only ...

Page 141: ... reason you might want to change these settings is to overwrite data on either your organizer or Franklin Planner software or to avoid synchronizing a particular type of file because you don t use it Note Remember the To Do List does not synchronize with Franklin Planner software In addition to the conduits for Date Book Address Book Task List Serial Port Identifies the port that Franklin Planner ...

Page 142: ...te user name from the list Then select an application in the Conduit list then click Change 3 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application You can also choose a Dated from date or Newer than date This gives you the flexibility of having the Palm IIIe organizer and Franklin Planner software synchronize only those records newer than...

Page 143: ...to their corresponding Palm IIIe organizers Similarly a Palm IIIe user could conduct a HotSync operation with the desktop computer and synchronize all changes such as Expense information which would then be stored in that user s individual database Configuring Franklin Planner software for multiple users See your Franklin Planner software User s Guide for information on how to set it up for multip...

Page 144: ...n finished 5 Next the User Selection dialog box appears This is where you select the Franklin Planner software user name the user name corresponds to a specific Franklin Planner software database to synchronize with the Palm IIIe organizer name you selected in the previous dialog box Note To avoid confusion we recommend you use the same user name for your Palm IIIe organizer and the corresponding ...

Page 145: ...re the Modem Preferences on your organizer for use with your 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 organizer To prepare your computer for a modem HotSync operation 1 Confirm that the computer mod...

Page 146: ...This setting allows Franklin Planner software and your organizer 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 String Identifies the setup string for your particular modem Not all...

Page 147: ...rk later in this chapter 4 Enter the telephone number to access the modem connected to your computer 5 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 pause in the dialing sequence 6 If the phone line you re using for the organizer has Call Waiting select the Disable call waiting check bo...

Page 148: ...plications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit ...

Page 149: ...ger is running Connecting to your company s dial in server The Network HotSync software requires the following Your computer has TCP IP support installed Both your company s network system and its remote access server support TCP IP Your System Administrator has this information You have a remote access account If you don t have an account consult your System Administrator Everything you need to c...

Page 150: ... organizer in the cradle and perform a HotSync operation The HotSync operation records network information about your computer on your organizer With this information your organizer can locate your computer when you perform a HotSync operation over the network To prepare your organizer for a network HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Opti...

Page 151: ...o Pad information on your Palm IIIe organizer with a separate external file such as a company phone list HotSync Manager stores the data in a separate category in the File Link application and your Palm IIIe organizer You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you will be able to synchronize with data stored...

Page 152: ...ncovey com Future release of the User Profile feature will enable you to configure a number of Palm organizers with specific information such as a company phone list before distributing them to their actual users 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 Palm connected or...

Page 153: ...ime the auto shut off interval the Beam Receive feature and the system alarm and game sounds Formats Set the country default and the formats for dates times calendar and numbers Modem Configure your organizer for use with a modem such as the Palm Modem accessory Owner Assign your name phone number and other owner information to your organizer Buttons Assign different applications to the buttons on...

Page 154: ... 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 tap Defau...

Page 155: ...yboard 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 organizer You must assign a password to lock the organizer When locked you need to enter the password to use your organizer Beam Data Beams the current record to another Palm Computing connected organizer Drag to...

Page 156: ... want to 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 Palm Modem accessory perform their normal HotSync functions 4 Tap OK Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your organize...

Page 157: ...e 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 select appears in all applications on your organizer To select the time date week start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and select a for...

Page 158: ...creen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 1 minute 2 minutes or 3 minutes System alarm and game sounds Your organizer uses a variety of sounds The System Alarm and Game Sound settings enable you to turn the sounds on or off and to adjust the v...

Page 159: ...m To define the Modem preferences 1 Tap TouchTone or Rotary Note Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing 2 Tap the Speed pick list and select the maximum speed for your modem Note This is the speed at which your modem communicates with your organizer not the speed at which your modem communicates with your telephone service 3...

Page 160: ...e Modem preferences earlier in this chapter for a complete explanation on how to configure modem parameters After you configure both the Network and Modem Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol connection with your ISP or dial in server You can do this either by using menu commands from the Ne...

Page 161: ... 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 dial in servers do not accept spaces in the user name Tap here to display a list of service templates Enter your user name here ...

Page 162: ...y 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 into your server 3 Tap OK Note The Password field updates to display the word Assigned Adding telephone settings When you select the Phone field your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial in ...

Page 163: ...p to those 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 y...

Page 164: ...sable 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 number you need to add commas at the beginning to...

Page 165: ... connection For information about third party applications that support TCP IP check the web site http www palm com To establish a connection Tap Connect to dial the current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the lower half of the Scroll button To close a connection Tap Disconnect to terminate the connection b...

Page 166: ...t 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 a new service template you may need to provide additional information to your ISP or dial in server You use the Details dialog box to add additional information to a selected service template To select a...

Page 167: ...re identifying a specific server that handles the translation services Each IP address has four sections separated by periods In the Details dialog box you enter each section separately Each section of an IP address is made up of a number from 0 to 255 numbers are the only allowable characters in this field Ask your Internet Service Provider or System Administrator for the correct Primary or Secon...

Page 168: ...o the Internet needs to have a unique identifier an IP address whether permanent or temporary Some networks dynamically assign a temporary IP address when clients log in The IP Address field lets you identify whether your network provides automatic dynamic temporary IP addressing Note If your IP address is permanently assigned you need to get that information from your System Administrator If you ...

Page 169: ...itional information Those commands have a parameter field so that you can add the necessary data Note You can also use non ASCII and literal characters in your login script See Appendix D for more information To create a login script 1 Tap Script 2 Tap the End pick list 3 Tap the command you want from the Command list If the command requires additional information a field appears to the right of i...

Page 170: ...r ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Password command is usually followed by a Send CR command Delay Tells your organizer to wait a specific number of seconds before executing the ne...

Page 171: ...easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to f...

Page 172: ...nces The Owner Preferences screen enables you to record a name company name phone number or any other information that you want to associate with your organizer If you use the Security application to turn off and lock your organizer with a password information that you put in the Owner Preferences displays the next time you turn on your organizer See Chapter 1 for more information To enter the Own...

Page 173: ...a ShortCut You can create a ShortCut for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your organizer 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 ...

Page 174: ... that you are in ShortCut mode Editing a ShortCut After you create a ShortCut you can modify it at any time To edit a ShortCut 1 Tap the ShortCut you want to edit Then tap Edit 2 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 Shor...

Page 175: ...terproof 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 organizer as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your organizer contains a glass element Take care not to drop your organizer or subject it to any strong impact Do not carry y...

Page 176: ...ity batteries of the same type Use only alkaline batteries with your organizer When you remove the batteries the built in backup power of your organizer 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 minutes for th...

Page 177: ...rt over again All records and entries stored in your organizer 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 Use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the back panel of your...

Page 178: ...eset button 3 Release the power button 4 When a message appears on the organizer screen warning that you are about to erase all the data stored on your organizer do one of the following Press the upper half of the scroll button on the front panel of the organizer to complete the hard reset and display the Digitizer screen Press any other button to perform a soft reset Note With a hard reset the cu...

Page 179: ...ld 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 9 Click Done to activate your settings 10 Perform a HotSync operation ...

Page 180: ...Page 180 Appendix A ...

Page 181: ...organizer HelpNotes on your regional web site If you are still having problems contact Franklin Covey Technical Support See Technical support on page 191 Note Thousands of third party add on applications have been written for the Palm Computing platform 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 applicatio...

Page 182: ...tes for the battery gauge to accurately show the condition of the batteries I get a warning message telling me my organizer memory is full Purge Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your organizer See Purging records in Chapter 4 You may need to perform a HotSync operation to recover the memory Delete unused memos and records If necess...

Page 183: ...tions or screens have menus Try changing to a different application I can t get my organizer to recognize my handwriting For your organizer to 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...

Page 184: ...how 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 Franklin Planner software and then perform a HotSync operation the memos on your organizer still appear in t...

Page 185: ...n but one of my applications did not synchronize Click the HotSync Manager and choose Custom Check that the correct conduit is active I am using Outlook as my PIM but I cannot do a HotSync operation Click the HotSync Manager and choose Custom Check that the correct conduit is active Check that the correct conduit is installed Reinstall the HotSync Manager and make sure the correct conduit is selec...

Page 186: ...cted the correct serial port on the Local tab in the Setup dialog It should be set to the port where you connected the cradle Try a lower baud rate setting on the Local tab in the Setup dialog Make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Read the HotSync Log for the user account for which yo...

Page 187: ...t 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 may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup String that causes them to send initial connection sounds to a speaker You can use these sounds to check the modem connection Confirm that the Speed ...

Page 188: ...he Dial Prefix option on your organizer 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 organizer and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications If you are using an external modem make sure your modem ...

Page 189: ...other Palm Computing connected organizers may be different Move your organizer closer to the receiving device Perform a soft reset See Performing a soft reset in Appendix A for more information When someone beams data to my organizer I get a message telling me it is out of memory Your organizer requires at least twice the amount of memory available as the data you are receiving For example if you ...

Page 190: ... procedure restores your private entries and lets you access them 1 Use the Franklin Planner 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 organizer I forgot the password...

Page 191: ... Note Thousands of third party add on applications have been written for the Palm Computing platform 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 3 Tap Version to see version numbers and tap Size to see the amount of free memory in kiloby...

Page 192: ...Page 192 Appendix B ...

Page 193: ...data from your Palm IIIe organizer into a Microsoft Excel spreadsheet Each Expense Report item stored in your organizer represents a group of related data The following data can be associated with an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your organizer and Franklin Planner Software on y...

Page 194: ...ts of the Template folder 2 Double click the name of the sample template you want to modify to open it in Microsoft 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 differen...

Page 195: ... Expense data To modify the Maptable xls file for your new template see Programming the mapping table 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 ...

Page 196: ...ctions require different definitions 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...

Page 197: ...ection On the printed copy identify the type of Labels that apply to each Section Each Section can have only one kind of Fixed or Variable Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns Place a copy of your custom Expense Report in the Template folder in the Franklin Planner Software directory Change the file name so it has the file extension xlt...

Page 198: ...row number to select a blank row 6 From the Edit menu choose Paste A copy of the rows you selected in step 3 is pasted into the Maptable xls file 7 Name the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your organizer data will be placed i...

Page 199: ... x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Row section columns 2 5 Determine whether the Columns will contain expense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Column section columns 6 9 10 D...

Page 200: ... 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 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 If the Section will present the data in a list format enter the word yes Otherwise enter the word no The following diagram shows data presented in a list format of C...

Page 201: ...uld be meals that encompass breakfast lunch dinner and snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report 14 Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description 15 Mark a Section for prepaid expenses yellow column If a row in the map table i...

Page 202: ...pense folder within the folder containing the organizer user data Expense data in the Expense txt file is in tab delimited format Expense file details The Expense txt file contains four groups of data It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application Trips Shows the number of Expense application categories and lists each one followed by...

Page 203: ... 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 204: ...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 205: ...r replacement as provided under this warranty is the exclusive remedy of the purchaser This warranty is in lieu of all other warranties express or implied including any implied warranty of merchantability or fitness for a particular use or purpose and Franklin Covey Company shall in no event be liable to purchaser for indirect or conse quential damages of any kind or character Some states do not a...

Page 206: ...ed by Palm Computing should check with the developer to determine if the software will correctly handle all of the subtle issues of date and time conversion Obtaining Warranty Service Year 2000 Warranty Only Note For warranty service under the Year 2000 Warranty the customer must contact Palm Computing For all other warranty service the customer must contact Franklin Covey Company Customer must co...

Page 207: ...terference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiv...

Page 208: ...Page 208 Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada ...

Page 209: ... 56 beaming 137 138 Calculator 58 categories 43 44 Date Book 55 Expense 59 font style 78 installing 46 47 Memo Pad 58 opening 22 preferences for 45 removing 48 security 48 size in kilobytes 191 To Do List 57 version of 191 viewing as icons 44 viewing as list 44 See also Add on applications Applications Launcher 21 22 43 45 Archive files saving deleted records 62 saving purged records 63 Automatic ...

Page 210: ...g events 87 Connecting service templates 165 to server or ISP 165 Continuous events deleting from Date Book 62 scheduling 84 Contrast Control 17 Copying text 61 Country default setting 157 Cover 16 Cradle connecting to computer 17 for local HotSync operations 64 Creating Address Book entries 90 92 categories 43 44 68 69 currency symbols 107 custom fields in Address Book 94 Date Book events 78 e ma...

Page 211: ...48 e mail 127 Graffiti characters 33 passwords 49 records 62 service templates 170 text 61 See also Purging records Delivering e mail 121 124 Desktop E Mail application applications supported 114 managing 113 136 support of Mail features 121 Desktop software applications included 27 configuring mail 114 116 for entering data 27 Franklin Planner for Microsoft Outlook 12 Franklin Planner for Windows...

Page 212: ... Folders for e mail 128 Fonts 77 78 Formats preferences 156 Franklin Covey What Matters Most applications 53 Franklin Planner for Microsoft Outlook sold separately 12 Franklin Planner Software multiple users 143 Franklin Planner software File Link not supported 151 importing data into 27 installing 27 User Profile not supported 151 Franklin Planner Software for Windows included with Palm IIIe 12 F...

Page 213: ...ilters for e mail Import importing data into Franklin Planner software 27 Importing data 41 Inbox 128 Infrared port See IR port Installing applications 46 47 batteries 18 conduit to install applications 142 Desktop software 181 Mail See Mail desktop configuration International characters Graffiti writing 38 onscreen keyboard 40 IP address 166 168 IR port 17 See also Beaming information Items See T...

Page 214: ...nduit for synchronizing 142 creating records 60 100 deleting records 62 fonts 77 menus 101 103 opening 58 overview 58 private records 76 reviewing memos 100 sorting records 74 184 Memory amount of free 191 for beaming 189 Calculator 102 regaining 63 182 Memos See Memo Pad Menus 22 24 183 Address Book 93 choosing 23 command equivalents Graffiti writing 23 Date Book 88 Edit menu 61 62 Expense 111 Ma...

Page 215: ...hanging 49 creating 49 deleting 49 for network 162 forgotten 51 190 Pasting text 61 Payment Expense item 106 Pen stroke full screen 154 155 Phone Lookup 72 73 Phone numbers selecting for Address List 93 selecting types 92 Phone settings for ISP or dial in server 162 165 Pick lists 20 Port See Serial port Power button 15 PPP 166 Preferences 28 Buttons 154 choosing 45 Digitizer 156 Formats 156 Gener...

Page 216: ... 177 Retrieving e mail See Filters for e mail Roles application 54 S Saving data 43 60 62 draft e mail 125 Scheduling events 78 82 Screen backlight 15 blank 183 calibrating 19 156 caring for 175 touching with your finger 14 Scroll bar 21 Scroll button 15 Searching See Finding Secondary DNS 167 Security 48 51 changing password 49 deleting password 49 displaying owner s name 172 forgotten password 5...

Page 217: ...te Book 89 Tips online 24 To Do List adding Address Book data to records 72 73 categorizing records 66 99 checking off items 96 completed items 98 completion date 99 conduit for synchronizing 141 creating records 60 95 deleting records 62 due date 97 98 99 fonts 77 menus 99 notes for records 77 opening 57 overview 57 prioritizing records 95 99 private records 76 purging records 63 98 sorting recor...

Page 218: ...ty 205 Week Date Book view 85 87 157 184 Weekly Compass application 54 What Matters Most 12 applications for the Palm automatic or manual install of Franklin Covey applications 10 Daily Record of Events 54 Goals 54 Master Task List 53 Mission 54 Roles 54 Values 54 Weekly Compass 54 Writing area 14 Writing See Entering data X XLT Expense report template in Excel 110 ...

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