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Chapter 1

Protective flip cover

The cover protects the organizer screen when it is not in use and helps
reduce glare while you use your 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 organizer. To reattach the
cover, reinsert the hinge pegs in the holes.

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Summary of Contents for IIIxe

Page 1: ...Handbook for the Palm IIIxe Organizer 22864 ...

Page 2: ... 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 Windows or other software as...

Page 3: ... Tap with the stylus to get things done 20 Elements of the organizer interface 21 Opening applications 23 Using menus 24 Four ways to enter data 27 Customizing your organizer 30 Chapter 2 Entering Data in Your Palm IIIxe Organizer 33 Using Graffiti writing to enter data 33 Writing Graffiti characters 33 Graffiti tips 35 The Graffiti alphabet 36 Writing capital letters 37 Writing numbers 37 Graffit...

Page 4: ...ing or deleting a password 52 Locking your organizer 52 Recovering from a forgotten password 53 Chapter 4 Using Your Basic Applications 55 What Matters Most Applications for the Palm Computing Platform 55 Overview of basic applications 57 Date Book 57 Address Book 58 To Do List 59 Memo Pad 60 Calculator 60 Expense 61 Common tasks 62 Creating records 62 Editing records 62 Deleting records 64 Purgin...

Page 5: ...tions 138 HotSync options 139 Creating special filters 141 Truncating e mail items 145 Mail menus 146 Beaming information 147 Chapter 6 Advanced HotSync Operations 151 Selecting HotSync setup options 151 Customizing HotSync application settings 153 IR HotSync operations 155 Preparing your computer for infrared communication 155 Configuring HotSync Manager for infrared communication 158 Performing ...

Page 6: ...Beam Receive 178 Connection preferences 179 Sample connection for remote IR HotSync operations 180 Network preferences and TCP IP software 181 Selecting a service 182 Entering a user name 182 Entering a password 183 Selecting a connection 184 Adding telephone settings 184 Connecting to your service 187 Creating additional service templates 187 Adding detailed information to a service template 188 ...

Page 7: ...zing existing sample templates 220 Determining the layout of the Expense Report 221 Labels 221 Sections 222 Analyzing your custom Expense Report 223 Programming the mapping table 224 Using applications other than Microsoft Excel 228 Expense file details 228 Appendix D Non ASCII Characters for Login Scripts 229 Use of char 229 Carriage return and line feed 229 Literal characters 230 Warranty Regula...

Page 8: ...Page 8 Handbook for the Palm III Organizer ...

Page 9: ...ions that come 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 organizer you can use the rest of this handbook as a reference for less common tasks for maintaining your organizer and als...

Page 10: ...ntained in this package will be installed automatically during the first HotSync operation that you conduct However if you have been synchronizing your Palm IIIxe 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: ...u of important meetings You can view scheduled events by the day week or month and you also have an agenda view for displaying current events and To Do items at the same time 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 prioritize them so you don t overlook them and...

Page 12: ...pplications 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 IIIxe Whether you choose to use Franklin Planner Software for Windows or the Franklin Planner for Microsoft Outlook you will be able to take advantage of the What Matters Most time...

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 IIIxe 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 ano...

Page 14: ...f 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 Application buttons Activates the individual 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 t...

Page 15: ...hapter 7 for more information To turn off the backlight Press and hold the power button for about two seconds The backlight also turns off automatically after a period of inactivity with the Auto off feature See General preferences in Chapter 7 for more information Power button Turns your organizer on or off and controls the backlight feature If your organizer is turned off pressing the power butt...

Page 16: ...n it is not in use and helps reduce glare while you use your 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 organizer To reattach the cover reinsert the hinge pegs in the holes ...

Page 17: ...the reset button See Appendix A for 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 Secures the batteries that power your organizer Serial COM...

Page 18: ...ment 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 battery...

Page 19: ...vey Information about these applications can be found in a booklet entitled What Matters Most Applications for the Palm Computing Platform included with your Franklin Planner Edition of the Palm IIIxe The booklet tells you how to install the Franklin Covey applications on your Palm IIIxe how to use them and how they synchronize with Franklin Planner software With Franklin Planner software you can ...

Page 20: ...ur cradle 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 Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen using the stylus to tap elements on your organizer screen is...

Page 21: ...operation Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer you can also drag the stylus to select text You can also use the stylus to drag the slider of any scroll bar Elements of the organizer interface Menu bar A set of commands that are specific to the application Not all applications have a menu bar Comman...

Page 22: ... it inserts a check mark If a check box is checked tapping it removes the check mark Pick list Tap the arrow to display a list of choices and then tap an item in the list to select it 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...

Page 23: ...eferences in Chapter 7 for details on reassigning application buttons Tip When you press an application button on the front panel you have instant access to the selected application You don t even need to turn on your organizer first In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an appl...

Page 24: ...t 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 on that application in Chapter 4 The Edit menu is described in Editing...

Page 25: ... are available depend on the application that is currently open Also the menus and menu commands vary depending on which part of the application you re currently 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 exe...

Page 26: ...ding command letter for an appropriate command in the Graffiti writing area For example to choose Select All in the Edit menu draw the Command stroke followed by the letter s Note Command mode is only active for a short time so you must tap an icon or write the command letter immediately to choose the menu command Displaying online tips Many of the dialog boxes that appear on your organizer contai...

Page 27: ...ur organizer Using an external keyboard Onscreen keyboard When you create or edit a record in an application such as Address Book you can open the onscreen alphabetic and numeric keyboards to enter data After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information Note You cannot enter ...

Page 28: ... can use to practice Graffiti writing See Installing and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing Backspace Carriage return Tab Caps lock Caps shift Tap here to display alphabetic keyboard Tap here to display numeric keyboard T...

Page 29: ...er software If you already have data in a database on your computer you can import it into Franklin Planner software For information on how to do this see your Franklin Planner Software User s Manual After the information is in Franklin Planner software perform a HotSync operation to synchronize your organizer with your computer See Exchanging and updating data HotSync operations in Chapter 4 for ...

Page 30: ...on 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 customize your organizer You make changes to the time and date in General pref...

Page 31: ...rences in Chapter 7 for more information 5 Tap OK 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 Tap arrows to select year Tap to select month Tap to select date ...

Page 32: ...Page 32 Chapter 1 ...

Page 33: ...ffiti 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 ...

Page 34: ... 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 35: ... 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 36: ...Page 36 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 37: ...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 38: ...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 39: ...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 40: ...g 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 without any special punctuation or shifting Note You must write these non English characters in the left side of the Graffiti writi...

Page 41: ...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 42: ... 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 text in the ...

Page 43: ...information into the Franklin Planner applications that can then be synchronized with your Palm IIIxe 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 IIIxe organizer Franklin Planner software can import data files saved in either comma delimited o...

Page 44: ...Page 44 Chapter 2 ...

Page 45: ...ns 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 when ...

Page 46: ... 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 select 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 47: ...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 48: ...earn 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 directory on your computer This folder is nor...

Page 49: ...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 Exchanging and updating data HotSync operation...

Page 50: ...me 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 organizer 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 organizer To remove an add on appli...

Page 51: ...n any screen You can mask and hide private records with or without a password Without a password private records are hidden or masked until you set the Security application to show them With a password you must enter the password to view the private entries See Making records private in Chapter 4 for information on making records private Assigning a password You can assign a password to protect yo...

Page 52: ...password and tap OK To delete the password tap Delete Locking your organizer You can also lock your organizer so that you need to enter your password to operate it Important If you lock your organizer you must enter the exact password to re activate your organizer If you forget the password you must perform a hard reset to resume using your organizer Performing a hard reset deletes all the records...

Page 53: ...en enter the password Recovering from a forgotten password If you did not activate the Off Lock feature and you forget your password 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 ne...

Page 54: ...Page 54 Chapter 3 ...

Page 55: ...cific to each application What Matters Most Applications for the Palm Computing Platform In addition to your basic Palm IIIxe applications Franklin Covey produces applications for the Palm IIIxe that support the time and life management methodology taught in the What Matters Most seminar The Franklin Covey Task List is automatically installed on your Palm IIIxe the first time you perform a HotSync...

Page 56: ...atters 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 each of these special applications And of course you can then s...

Page 57: ...ay a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your To Do items for the day 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 organizer Attach ...

Page 58: ...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 59: ...tems 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 you ...

Page 60: ...on 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 subtra...

Page 61: ...th any money that you spend Assign expense 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...

Page 62: ...d 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your 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...

Page 63: ...down to select a group of lines The following commands may appear in an Edit menu Undo Reverses the action of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses 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 ...

Page 64: ...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 then tap OK Delete the text of the record Note In Date Book you can choose to delete the text of the Sel...

Page 65: ...r 5 for more information Purging is not available in Address Book 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 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 befor...

Page 66: ...rk or IR port Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information on both the organizer and the HotSync Manager After you enter this information and synchronize the HotSync Manager recognizes your organizer and doesn t ask for this information again Franklin Planner software has the capability to maintain multiple databases ...

Page 67: ...lm Connected Organizer HotSync Manager 3 Press the HotSync button on the cradle 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 syn...

Page 68: ...Page 68 Chapter 4 4 Wait for a message on your organizer indicating that the process is complete After the HotSync process is complete you can remove your organizer from the cradle ...

Page 69: ...cording to the order they were entered If you try to synchronize more than 15 categories in Franklin Planner software with the Palm IIIxe only the first 15 categories entered in Franklin Planner software will be synchronized with the Palm IIIxe Length of Categories In addition Palm IIIxe categories can be no longer than 15 characters in length However Franklin Planner software supports category na...

Page 70: ... department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses according to different business trips Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In ...

Page 71: ...he 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 or list 2 Tap Edit Categories 3 Tap New Tap here Tap here ...

Page 72: ...n 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 or list 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 73: ...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 panel of the organizer makes it easy to navigate among your address entries In the Address l...

Page 74: ...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 searching for the name davidson also finds Davidson Find locat...

Page 75: ...he Address 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 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 list...

Page 76: ...gins with Wi your organizer 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 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 associat...

Page 77: ... 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 78: ... handheld Making records private In all basic applications except Expense and Mail you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mark as private Masked rec...

Page 79: ...ecurity 3 Tap the Current Privacy pick list and select Hide Records 4 Tap OK to confirm that you want to hide private records To mask all private records 1 Tap the Applications icon 2 Tap Security 3 Tap the Current Privacy pick list and select Mask Records Tap Hide Records Tap Mask Records ...

Page 80: ... appears Go to step 2 2 Enter your password and then tap OK 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 Attaching notes In all basic applications except Memo Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can atta...

Page 81: ...ap 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 Note icon ...

Page 82: ...asier 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 83: ...for any event Note It s possible to schedule events that overlap but Date Book makes 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 ...

Page 84: ...a number on the number side of the Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences 5 Tap OK Tap the time of an event Start Time high...

Page 85: ...ws to move to another week Tip You can also use the scroll button on the front panel of your organizer 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 button on the front panel of the organizer to move forwa...

Page 86: ...a new 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...

Page 87: ...re 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 3 Tap th...

Page 88: ...s for an untimed event instead the reminder message appears onscreen For example you set an alarm for an untimed event that occurs on February 4th If the alarm is set for 5 minutes the reminder message appears at 11 55 PM on the night of February 3rd The reminder remains onscreen until you turn on your organizer and tap OK to dismiss it Scheduling repeating or continuous events The Repeat function...

Page 89: ...r month 6 To specify an end date for the repeating or continuous event 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 repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or c...

Page 90: ...st occurrences prior to the day on which you change the setting are not changed and your organizer 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 organizer adjusts the end date to maintain the duration of the event...

Page 91: ...nts for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button 2 Tap the navigation controls to move forward or backward a week at a time or tap on a column to display details of an event Note The Week View also shows unti...

Page 92: ...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 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 f...

Page 93: ... half of the button to display the previous month the lower half to display the next month Working in Agenda View The Agenda view shows you your untimed events appointments and To Do items in one screen When you tap on an untimed event or appointment in the Agenda view the Day view appears so you can see more detailed information about the event You can tap the check box next to a To Do item to ma...

Page 94: ...lick on the pick list to choose another category See To Do List for more information on working with To Do items 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 information about choosing menu commands Record menu Agenda View ...

Page 95: ...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 96: ...larm 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 About Date Bo...

Page 97: ...ync operation Franklin Planner software also has data import capabilities that enable you to load database files into Address Book on your organizer See Importing data in Chapter 2 and Franklin Planner online Help for more information To create a new Address Book entry 1 Press the Address Book application button on the front of your organizer to display the Address list 2 Tap New 3 Enter the last ...

Page 98: ...sco in your Address Book As you enter S Sacramento appears and as you continue entering a and n San Francisco replaces Sacramento As soon as the word you want appears tap in the next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering information tap Done Tip To create an entry that always appears at the top of the Address list begin...

Page 99: ...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 Select any of the following settings Tap triangle ...

Page 100: ...ation appears in the Address list screen Your options are Work Home Fax Other E mail Main Pager and Mobile The identifying letters W H F O E M or P appear next to the record in the Address list depending on which information is displayed If the E mail or Other fields end in a letter the identifying letters are not displayed Category Assign the entry to a category Private Hide this entry when Secur...

Page 101: ...ok 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 102: ...te a To Do List item 1 Press the To Do List application button on the front of your organizer to display the To Do List 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 Th...

Page 103: ...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 item and you can choose to show or hide completed items See To Do Show Options later in this ch...

Page 104: ...ist 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 d...

Page 105: ... Select any of the following 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 Sh...

Page 106: ...aces 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 eac...

Page 107: ...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 108: ...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 109: ...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 110: ...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 111: ...s 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 the amount of 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 y...

Page 112: ... date 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 opt...

Page 113: ...o 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 box You can also display up to four other common types of currency See Customizing the Currency pick list later in this chapter for more information Vendor and City Lets you record the name of th...

Page 114: ...og box and then select Edit currencies 2 Tap each Currency pick list and select the country whose currency you want to display on that line 3 Tap OK to close the Select Currencies dialog box 4 Tap OK To change your default currency 1 Open Expense 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Default Currency pick list 5 Tap the currency symbol you want to appear in Expense 6...

Page 115: ...e of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note If you want to use your custom currency symbol as the default for all Expense items select the symbol in the Preferences dialog box If you want to use your custom currency symbol only for a particular Expense item select th...

Page 116: ...ou need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the Palm IIIxe organizer package Displaying the euro on your desktop computer At present Franklin Planner software does not support display or printing of the euro currency symbol Therefore though you are able to see the euro symbol on your Palm ...

Page 117: ...nt on both the printer and the computer the printer font is used by default to increase printing speed If the printer font does not include the euro a box prints instead of the euro symbol You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printer s built in fonts if allowed Creating or printing an expense report The Expense application makes ...

Page 118: ...l in the Categories group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to the date of the last HotSync operation 5 Do one of the following Click Print to display the expense report in the Print Preview window and then click Print in the Microsoft Excel w...

Page 119: ...n xlt and are stored in the template folder in the Franklin Planner software directory on your computer 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 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 App...

Page 120: ...ick 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 explained elsewhere in this book are described here See Using menus in Chapter 1 for information abou...

Page 121: ...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 About Expense Shows version information for Expense ...

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Page 123: ...d and receive through the E Mail application on your desktop computer You can read reply to compose and delete e mail on your organizer but to send or receive e mail you must perform a HotSync operation either directly or indirectly Direct methods include placing your organizer in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using ...

Page 124: ...c 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 conduit that lets you synchronize your desktop e mail application and your organizer Contact th...

Page 125: ...in the Windows system tray 2 Choose Custom 3 Select Mail in the list box 4 Click Change 5 Modify your settings as needed 6 Click OK Synchronize the files Synchronizes the mail on your organizer and your desktop e mail application 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 tw...

Page 126: ...ing 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 check next to them High priority e mail items appear in bold To open an e mail item Tap an e mail item to open it Previously read Reci...

Page 127: ...n 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 item You create original e mail items and repli...

Page 128: ...eld 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 Tap the Body field and enter the text of your e mail item Tip If the address CC subject or body exceeds the capacity of the screen display tap the name of the field for example tap To to expand that field Tap ...

Page 129: ... To identify the recipient of an e mail item you need to enter that person s e mail address You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book To look up an e mail address 1 Tap either the To or CC field name to expand it 2 Enter the first few letters of the last name of the person whose address you wan...

Page 130: ...ing an s scrolls to Sanders and writing sm scrolls to Smith 6 Tap an address to select it 7 Tap Add Adding details to e mail items Before you send your e mail item you can attach additional attributes to it such as a signature or a priority level These features are dependent on the desktop e mail application you use If your application does not support the attribute you select your organizer canno...

Page 131: ...y pick list and select the priority you want 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 Requests a confirmation telling you when the e mail item was read Confirm De...

Page 132: ...field and enter an address Adding a signature to your e mail item A signature consists of information about yourself that is appended to your e mail item as 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 creat...

Page 133: ...te The check box stays selected so all subsequent e mail items you create will also contain your 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...

Page 134: ...end mail 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 organizer removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item ...

Page 135: ...em 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 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 Message list tap...

Page 136: ...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 want to restore 3 Tap Edit to display and modify the item Tip After you display...

Page 137: ...t 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 to restore 3 Tap Edit to display and modify the item Note After you display and modify the e mail item you can send it or save it as a draft P...

Page 138: ...en Date column The Date column is optional in the Message list By default the Date column is hidden to increase the available screen space To show the Date column 1 In the Message list tap Show 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 yo...

Page 139: ... more effectively by selecting which e mail items download when you synchronize your computer and your organizer You can define different settings for local and remote synchronization For example you may want to download all of your e mail during local synchronization and only 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 sen...

Page 140: ... 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 in your desktop e mail Inbox synchronize with your organizer and all e mail items in your organizer Outbox are sent to your desktop e mail application Send Only During synchronization only the e m...

Page 141: ...ieving 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 sent...

Page 142: ...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 143: ...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 144: ...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 145: ...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 146: ...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 147: ...ion you want to exchange with business contacts Tasks from the Franklin Covey Task List An application installed in RAM memory Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 6 for more details 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 an...

Page 148: ...enu icon 3 Tap App and then tap Beam 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock 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 organizer 7 Wait for the Beam Status dialog box to indicate that the transfer is complete before y...

Page 149: ... the Address Book 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 7 for more information You can use the Graffiti Command stroke B to beam the current entry ...

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Page 151: ...rect methods include using a modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a 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...

Page 152: ...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 153: ... general you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on either your organizer or Franklin Planner software or to avoid synchronizing a particular type of file because you don t use it Serial Port Identifies the port that Franklin Planner software uses to communicate with the cradle This selection should match t...

Page 154: ...i ShortCuts The Install conduit installs add on applications on your organizer To customize HotSync application settings 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 From the HotSync Manager menu choose Custom 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change 6 Click the direction in which you wan...

Page 155: ...vice that supports the IrCOMM implementation of the IrDA standards Most importantly you can use the IR port to perform HotSync operations you don t need your cradle This is especially useful if you travel with an infrared enabled laptop You simply enable infrared communication on your laptop and organizer and follow the steps in Performing an IR HotSync operation later in this section Preparing yo...

Page 156: ...d to your computer a driver is probably included with the device Consult the documentation included with the device for information on installing the required driver To install a Windows 95 infrared driver 1 Click the HotSync Manager icon in the Windows system tray and choose Setup Click the tabs and note the COM ports being used by the HotSync Manager You need this information later 2 Go to this ...

Page 157: ... OK and proceed After you install the infrared driver check the ports used by your computer for infrared communication To check the ports used for infrared communication 1 In the Windows taskbar click Start choose Settings and then choose Control Panel 2 Double click Infrared 3 Click the Options tab 4 Select Enable infrared communication The COM port displayed in the drop down box is the port wher...

Page 158: ...rared communication To configure HotSync Manager for infrared communication 1 Click the HotSync Manager icon in the Windows system tray 2 Make sure Local is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port drop down box select the COM port that was given as the simulated port in the Options tab of the Infrared Monitor in this example COM4 6 Click OK The HotSync Manager...

Page 159: ...frared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation Returning to cradle HotSync operations It s easy to return to using the cradle for HotSync operations To return to cradle HotSync operations 1 If needed connect the cradle to a serial COM port of your computer 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select...

Page 160: ...rious appointment schedules and task lists into their corresponding Palm IIIxe organizers Similarly a Palm IIIxe 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...

Page 161: ... the user name corresponds to a specific Franklin Planner software database to synchronize with the Palm IIIxe organizer name you selected in the previous dialog box Note To avoid confusion we recommend you use the same user name for your Palm IIIxe organizer and the corresponding Franklin Planner software database 6 From the drop down list select the Franklin Planner software user name you want t...

Page 162: ...r 7 for more information 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 modem is connected and turned on and that no ...

Page 163: ...lems This setting allows HotSync Manager 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 mode...

Page 164: ...otSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap Modem 4 Tap the pick list below the icon and select a modem configuration Note If you need to create a configuration tap the Menu icon and then select Options and Connection Setup See Connection preferences in Chapter 7 for more information 5 Tap the Enter phone field Tap here Select a modem configuration ...

Page 165: ...e in the dialing sequence Each comma equals a two second pause 8 If the phone line you re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 9 If you want to use a calling card to place the call select the check box and enter the calling card number 10 Tap OK Selecting the conduits for a modem HotSync opera...

Page 166: ...ve a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Tap OK Performing a HotSync operation via a modem After you prepare your computer and your organizer and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Mod...

Page 167: ...es the following consult your System Administrator for assistance Your computer has TCP IP support installed Both your company s network system and its remote access server support TCP IP You have a remote access account Everything you need to connect to your company s dial in server network modem is included with Franklin Planner software and organizer software You need to activate the feature ho...

Page 168: ...r 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 Options then tap Modem Sync Prefs 5 Tap Network 6 Tap OK 7 Tap Select Service ...

Page 169: ...then tap Conduit Setup Follow the instructions in Selecting the conduits for a modem HotSync operation earlier in this chapter Performing a network HotSync operation After you prepare your computer and your organizer and select your Conduit Setup options you are ready to perform a network HotSync operation To perform a network Hotsync operation Tap the modem HotSync icon to begin the operation Tap...

Page 170: ...mo Pad information on your Palm IIIxe 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 IIIxe 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 sto...

Page 171: ...ay informed about developments in this area by visiting our Web site at the following address http www franklincovey com Future release of the User Profile feature will enable you to configure a number of Palm Computing 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 fea...

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Page 173: ...nd time 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 Connection Configure serial modem and infrared communication settings Owner Assign your name phone number and other owner information to your organizer Buttons Assign different applications to the buttons on the front ...

Page 174: ...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 Default Pen preferences The But...

Page 175: ...xt 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 platform handheld Backlight Turns on the backlight on your organizer Drag to ...

Page 176: ...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 modem perform their nor mal 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 organizer for the first...

Page 177: ...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 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 sel...

Page 178: ...seconds 1 minute 2 minutes or 3 minutes System alarm and game sounds The System Alarm and Game Sound settings enable you to turn the sounds on or off and to adjust the volume level To set the system and alarm sounds 1 Tap the System Sound pick list and select the sound level Note When you turn off the System Sounds you also turn off the chime tones associated with the HotSync operation 2 Tap the A...

Page 179: ... franklincovey com You can also create custom configurations There are four possible kinds of connections Serial to PC A local HotSync connection the direct serial connection between your organizer and your desktop computer Your organizer is connected by its serial port to the cradle and the cradle is attached by its cable to a serial COM port of your desktop computer Serial to Modem A connection ...

Page 180: ...em attached to your desktop computer to synchronize with your Desktop application For this example you use the IrCOMM to Modem connection To create an IrCOMM to Modem connection 1 Tap New 2 Enter a name to identify this configuration 3 Tap the Connection Method pick list and select IrCOMM to Modem 4 Tap the Dialing pick list and select TouchTone or Rotary 5 Tap the Volume pick list and select the ...

Page 181: ... it from the Preferences application To use TCP IP you must create a configuration in Connection Preferences and then create Network Preferences settings Note The Connection Preferences screen enables you to define several ways that your organizer can use the modem to communicate with remote devices For example you can communicate with your ISP server or with your computer if you are away on trave...

Page 182: ...r a dial in server Service templates are a set of ISP and dial in server configuration settings that you can create save and reuse To select a service 1 Tap the Service pick list 2 Tap the predefined service template you want to use 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 ...

Page 183: ...a password your organizer displays the word Prompt in this field and asks you to enter a password during the login procedure If you enter a password your organizer 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 ...

Page 184: ...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 server In addition you can also define a prefix disable Call Waiting and give special instructions for using a calling card Note The Phone Setup dialog box works correctly for AT T and Sprint long distance services However because...

Page 185: ...ial 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 Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable ...

Page 186: ... 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 compensate for this delay Each comma delays transmission of your calling card number for two seconds To use a calling card 1 Tap the Use calling card check box to select it 2 Enter your calling card number on the Use calling card line Note It s a good id...

Page 187: ...ssages 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 between your organizer and your service Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information After you create a new or duplica...

Page 188: ... Tap Details 3 Tap the Connection type pick list and select one of the following connection types Note If you are not sure try PPP if that doesn t work ask your Internet Service Provider or your System Administrator for the correct connection type Idle timeout The Idle timeout setting defines how long your organizer waits before dropping the connection with your ISP or dial in server when you swit...

Page 189: ...tems do not require that you enter 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 ...

Page 190: ...manent IP address 1 Tap the IP Address check box to deselect it and display a permanent IP address field below the check box 2 Tap the space to the left of the first period then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Tap and enter the remaining sections of the IP address 4 Tap OK Login scripts A login script is a series of commands that automat...

Page 191: ...izer using the Install Tool this method is not available to Macintosh users In the Login Script dialog box on your organizer accessed from the Details dialog box in Network Preferences Note You can also use non ASCII and literal characters in your login script See Appendix D for more information Creating a login script on your organizer You can create login scripts by selecting commands from the C...

Page 192: ...nto your token card which in turn generates a response value for you to enter on your organizer 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 infor...

Page 193: ...it terminates Created using a development environment that supports the Palm OS software such as Metrowerks CodeWarrior for Palm Computing Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template There is only one way to delete a service template use the Delete command from the Service menu To delete ...

Page 194: ...essages It s helpful to identify at what point in the login procedure the connection fails An 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 viewi...

Page 195: ...ecord 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 Owner preferences Enter the text that you want to ass...

Page 196: ... 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 ShortCut 3 Tap the ShortCut Text are...

Page 197: ...at 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 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 ...

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Page 199: ...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 your organizer in your ba...

Page 200: ...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 201: ...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 202: ...se the reset button 3 Wait for the Palm Computing Platform logo to appear then 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 o...

Page 203: ...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 settings for other applications 9 Click Done to activate your setti...

Page 204: ...Page 204 Appendix A ...

Page 205: ...n your regional web site If you are still having problems contact Franklin Covey Technical Support See page 217 of this chapter for telephone numbers 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 pl...

Page 206: ... memory Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 If you have installed additional applications on your organizer remove them to recover memory See Removing applications in Chapter 3 My organizer keeps turning itself off Your organizer is designed to turn itself off after a period of inactivity This period can be set at one two or thr...

Page 207: ...to recognize handwriting 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 208: ...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 the o...

Page 209: ...re I am doing it correctly Check the Windows system tray to make sure the HotSync Manager is running If it is not start the HotSync Manager Start Programs Franklin Covey Palm Connected Organizer HotSync Manager Click the HotSync Manager choose Setup and click the Local tab Check that the Serial Port setting displays the correct COM port where your cradle is attached Make sure the cradle is connect...

Page 210: ...al port on your computer Make sure you selected 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 Ho...

Page 211: ...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 212: ...n your organizer and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary I can t perform an IR HotSync operation Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication On your organizer be su...

Page 213: ...om the Start menu choose Set tings and then choose Control Panel 2 Double click System 3 Click the Device Manager tab 4 Double click Ports 5 Check each accessory is using a dif ferent port Reinstall Franklin Planner software and make sure Install Palm interface files is checked Turn on your organizer and tap the Applications icon Tap the HotSync icon then tap Local When I perform a HotSync operati...

Page 214: ... the option Search for and provide status for devices in range 6 Click Apply and OK If you are using Windows 98 move your organizer away from the computer s infrared port I want to synchronize my computer with more than one organizer If the computer running Franklin Planner software synchronizes with more than one organizer each organizer must have a unique name Assign a user name to your organize...

Page 215: ... Palm Computing platform handhelds may be different Move your organizer closer to the receiving handheld 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 are r...

Page 216: ...steps to restore your private entries 1 Use the HotSync Manager and the cradle or infrared communication 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 and my orga...

Page 217: ...ote 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 kilobyte...

Page 218: ...Page 218 Appendix B ...

Page 219: ...preadsheet Each Expense item stored in your organizer represents a group of related data You can associate the following data 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 your computer the Expense data is stored on your computer in a file...

Page 220: ... 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 insert your own ...

Page 221: ...ble 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...

Page 222: ...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 mapping tab...

Page 223: ...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 Eac...

Page 224: ...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 Select a...

Page 225: ...template 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 i...

Page 226: ...e 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 organizer dat...

Page 227: ...pes 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 you can use a row or column number more than once An example of this would be meals that encompass breakfast lunch dinner and snacks In the previous example all expense items would be populated...

Page 228: ...such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on your computer The data file is named Expense txt and is stored in the Expense 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 grou...

Page 229: ... 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 230: ...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 231: ...duct Repair or 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 st...

Page 232: ... 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 Inc For all other warranty service the customer must contact Franklin Covey Company Customer must contact a Palm Computing Inc Technical Support or Customer Service cen...

Page 233: ...dance 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 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 fo...

Page 234: ...ntary Control Council for In terference from Information Technology Equipment VCCI If this is used near a radio or television receiver in a domestic environment it may cause radio interference Install and use the equipment according to the instruction manual Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Di...

Page 235: ...ype Levér det brugte batteri tilbage tilleverandøren Varoitus Paristo voi räjähtää jos se on virheellisesti asennettu Vaihda paristo ainoastaan valm istajan suosittelemaan tyyppiin Hävitä käytetty paristo valmistajan ohjeiden mukaises ti Advarsel Eksplosjonsfare ved feilaktig skifte av batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasse...

Page 236: ...Page 236 Warranty Regulatory and Other Product Information ...

Page 237: ...ion buttons 14 23 57 58 59 60 149 174 Applications Address Book 58 beaming 147 148 Calculator 60 categories 45 46 Date Book 57 Expense 61 font style 82 installing 48 50 Launcher 23 24 45 47 Memo Pad 60 opening 23 plug in 193 preferences for 47 removing 50 security 51 size in kilobytes 217 To Do List 59 version of 217 viewing as icons 46 viewing as list 46 See also Add on applications Appointment S...

Page 238: ...h 29 Conduits for modem HotSync operations 165 for synchronizing applications 209 154 155 203 Confirming e mail 133 Conflicting events 92 Connecting service templates 187 to server or ISP 187 Connection preferences 181 selecting for network 184 Continuous events deleting from Date Book 65 scheduling 88 Contrast Control 17 Copying text 63 Country default setting 177 Cradle connecting to computer 17...

Page 239: ... in Mail list 138 To Do List record due 104 105 Day Date Book view 83 95 Decimal point 177 Default categories 70 currency in Expense 114 settings See Preferences Deleted data saving in archive files 64 e mail recovering 137 Deleting applications 48 50 e mail 136 Graffiti characters 35 passwords 52 records 64 service templates 193 text 63 See also Purging records Delivering e mail 131 133 Desktop E...

Page 240: ...61 purging records 65 receipt details 112 reports in Excel 117 120 219 228 sorting records 77 templates for reports 119 type 113 121 vendor 113 External keyboard 29 F FCC Statement 233 Files linking to external 170 Filing e mail 136 Filters for e mail 141 145 Finding applications using Graffiti writing 24 e mail addresses 129 130 information in applications 73 77 phone numbers 75 76 using the Find...

Page 241: ... 170 first time operation 66 68 for managing desktop E Mail 124 126 HotSync Manager 66 IR operation 155 160 local operation 67 152 210 Manager 156 158 modem operation 153 162 166 211 212 modem settings 163 network operation 167 169 operations using cradle 159 179 operations using IR port 158 159 180 181 options for filtering e mail 139 145 problems with 209 214 problems with IR 212 setting options...

Page 242: ...s 208 Lotus 1 2 3 for expense reports 228 cc Mail 124 M Macintosh 117 156 191 Palm compatibility with MacPac 13 Mail address lookup 129 130 attachments 141 BCC blind carbon copy 130 132 changing setup 125 closing 127 confirm delivery 130 133 confirm read 130 133 creating 127 129 deleting e mail 136 desktop configuration 124 125 draft e mail 135 editing unsent e mail 134 filing e mail 136 filtering...

Page 243: ...ek 177 Month Date Book view 93 95 Moving the cursor Graffiti writing 41 N Network connecting 187 connection type 188 HotSync operation 167 169 idle timeout 188 login scripts 190 193 password 183 phone settings 184 preferences 181 195 primary DNS 189 secondary DNS 189 selecting connection 184 selecting service 182 TCP IP 181 user name 182 Notes attaching to records 80 81 Numbers decimal point and t...

Page 244: ...inting expense reports from Excel 117 120 records from applications 20 Prioritizing To Do List records 102 106 Priority of delivery e mail 131 Private records displaying and creating 78 80 208 lost with forgotten password 53 See also Security Profiles not supported Punctuation marks Graffiti writing 38 onscreen keyboard 42 Purging deleted e mail 137 138 records 65 See also Deleting Q Quattro Pro f...

Page 245: ...rivate records 78 80 Selecting date for event 85 e mail to be synchronized See Filters for e mail 141 phone numbers in Address Book 98 text 63 64 Sending data See Beaming information e mail 127 129 134 Serial connections 179 port 153 162 Serial connector 17 Serial port 20 Service selecting for network 182 templates 187 193 Settings See Preferences ShortCuts backing up 154 managing 196 197 menu com...

Page 246: ...notes for records 80 81 opening 59 overview 59 prioritizing records 102 106 private records 80 purging records 65 105 sorting records 77 Today See Current date Transferring data See HotSync Transmitting data See Beaming information Troubleshooting 212 Truncating e mail 145 Turning off organizer automatically 178 pen stroke for 175 problems with 206 Turning on organizer application buttons 14 displ...

Page 247: ...plications for the Palm automatic or manual install of Franklin Covey applications 10 Daily Record of Events 55 Goals 56 Master Task List 55 Mission 56 Roles 56 Values 56 Weekly Compass 56 Writing area 14 Writing See Entering data X XLT Expense report template in Excel 119 ...

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