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Palm Treo 270, User Manual

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Introduction to Your Treo™ 270 Communicator  . . . . . . . . . . . . . . . . . . . . . . . . .  11

Getting to know your communicator  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

What is a Treo communicator? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
System requirements   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Upgrade information  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
Treo components  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Inserting the SIM card  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Charging the battery   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Turning your Treo on and off  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Using the keyboard backlight  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Adjusting the display  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Using the stylus to get things done  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Elements of the communicator interface  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Moving around the screen  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Displaying online tips   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Customizing your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Using the headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Connecting the HotSync cable  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Using desktop software   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Using your communicator with Palm Desktop software  . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Using your communicator with Microsoft Outlook  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Using your communicator with another PIM   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Using an e-mail application with your communicator   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Entering Data in Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  29

Using the communicator keyboard   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Typing capital letters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Typing numbers and symbols  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Typing accented characters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Typing extended characters  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Navigation keystrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Using menus  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Using text ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Using the onscreen keyboard  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Using your computer keyboard  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Importing data   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Contents

Summary of Contents for Treo 270

Page 1: ...Treo 270 Communicator User Guide Windows Edition ...

Page 2: ...m the use of this handbook Handspring Inc and its suppliers assume no responsibility for any loss or claims by third parties that may arise through the use of this software Handspring Inc and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media t...

Page 3: ...ustomizing your communicator 22 Using the headset 24 Connecting the HotSync cable 24 Using desktop software 26 Using your communicator with Palm Desktop software 26 Using your communicator with Microsoft Outlook 27 Using your communicator with another PIM 27 Using an e mail application with your communicator 27 Entering Data in Your Communicator 29 Using the communicator keyboard 29 Typing capital...

Page 4: ...oftware 46 Security 46 Assigning a password 46 Changing or deleting a password 47 Locking your communicator 48 Recovering from a forgotten password 49 Applications Overview 51 PhoneBook 52 Date Book Plus 53 Blazer Web Browser 54 SMS Messaging 55 To Do List 56 Memo Pad 57 CityTime 58 Calculator 59 Expense 60 SIM Book 61 SIM Services 62 Common Tasks 63 Creating records 63 Editing records 64 Entering...

Page 5: ...ew 89 Using the Contacts view 89 Using the Call History view 93 Using the Active Call view 95 Forwarding calls 99 Other ways to make a call 99 PhoneBook menus 101 Date Book Plus 105 Working in Day View 105 Scheduling an event 105 Rescheduling an event 107 Setting an alarm for an event 108 Scheduling repeating or continuous events 109 Changing the Date Book Plus view 111 Working in Week View 111 Wo...

Page 6: ...ting messages 142 SMS Messaging menus 142 To Do List 144 Setting priority 144 Setting a due date 145 Assigning a category 145 Checking off a To Do item 146 To Do Show Options 146 To Do List menus 147 Memo Pad 148 Reviewing memos 148 Memo Pad menus 149 CityTime 150 Setting your home city 150 Selecting remote cities 150 Adding cities 151 CityTime menus 151 Calculator 152 Selecting the Calculator mod...

Page 7: ...76 HotSync Buttons Preferences 176 Connection Preferences 177 Connection Types 177 Setting wireless modem configurations 178 Digitizer Preferences 180 Formats Preferences 180 Country default 180 Time date week start and numbers formats 181 General Preferences 181 Auto off delay 181 System alarm and game sounds 182 Network Preferences and TCP IP software 182 Selecting a service 182 Entering a user ...

Page 8: ...cting the conduits for a wireless HotSync operation 207 Performing a wireless HotSync operation 207 Conducting a HotSync operation via a network 208 Connecting to your company s dial in server 208 Performing a dial in network HotSync operation 209 Performing a network HotSync operation via a LAN 210 Using File Link 210 Creating a user profile 211 Maintaining Your Communicator 213 Caring for your c...

Page 9: ...oft Excel 236 Expense file details 236 Non ASCII Characters for Login Scripts 237 Use of char 237 Carriage return and line feed 237 Literal characters 237 Advanced Call Forwarding Options 239 Forwarding calls when your communicator is busy 239 Forwarding calls that you do not answer 240 Forwarding calls when your communicator is unreachable 240 General Commands 240 Other Product Information 241 FC...

Page 10: ...Page 10 Contents ...

Page 11: ... few keystrokes You can even set up a 3 way conference call by joining two calls and use the personal speakerphone for hands free use without a headset attachment Lighten your load Everything you need is in one compact device Your Treo communicator helps you stay in touch With instant access to your e mail you can send and receive e mail from anywhere and use SMS messaging to exchange quick messag...

Page 12: ...If you use another personal information manager PIM you still need to install Palm Desktop software in order to update the HotSync Manager on your computer You perform HotSync operations in exactly the same way so you can quickly synchronize your old data with your new communicator To upgrade 1 Synchronize your old communicator with your old Palm Desktop software This ensures that the latest infor...

Page 13: ...w communicator Each device must have a unique name After you complete the upgrade process described above you have two devices with the same name This is an undesirable situation Each device must have a unique name in order to prevent unexpected results during HotSync operations and other complications We strongly recommend that you perform a hard reset on your old handheld See page 215 for detail...

Page 14: ...ction to Your Treo 270 Communicator Treo components Locating front panel controls Speaker Rocker switch Headset jack Scroll buttons Microphone Screen Keyboard Application buttons Contrast Brightness control Option key ...

Page 15: ...hone features of your Treo Scroll buttons Displays text and other information that extends beyond the area of the communicator screen Pressing the bottom scroll button scrolls down to view information below the viewing area and pressing the top scroll button scrolls up to view the information above the viewing area The scroll buttons also enable you to navigate between records in an application an...

Page 16: ...ee the section that begins on page 80 for details You can also use the IR port to update the information between your communicator and computer using HotSync technology See the section that begins on page 200 for details LED Provides status information for your Treo based on the color of the light and the blink state No light Wireless mode off Solid Connected to travel charger Green Fully charged ...

Page 17: ...calls will be billed to your account To insert the SIM card 1 Remove the SIM door 2 With the contacts face up align the notch on the SIM card with the notch on the door and insert the SIM card into the slot on the door 3 Replace the SIM door SIM card door Secures your SIM Subscriber Identity Module card in your phone Reset button Under normal use you should not have to use the reset button See App...

Page 18: ...en wireless mode is off a fully charged battery provides approximately one week of use in handheld mode If the battery drains to the point where your communicator does not turn on it stores your data safely for about three days Therefore we recommend that you charge the battery daily to avoid potential data loss See Appendix A for tips on extending the life of the battery To charge the battery wit...

Page 19: ...e on and off Press and hold the power button until you hear the confirmation tones to turn wireless mode on and off The ascending tone indicates wireless mode is now on and the descending tone indicates wireless mode is now off Using the keyboard backlight If you have difficulty seeing your communicator keyboard in dark environments you can use the backlight to illuminate the keyboard Note When yo...

Page 20: ...ce to finish Using 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 communicator screen is a way to get things done on your communicator The first time you start your communicator setup instructions appear on the screen These instructions include a calibration screen or digitizer Calibration aligns the internal circuit...

Page 21: ...t Tap the arrow to display a list of choices and then tap an item in the list to select it Previous next arrows Tap the up and down arrows to display the previous and next page of information tap the left and right arrows to display the previous and next record Scroll bar Roll the rocker switch or press the scroll buttons on the front panel of your communicator to scroll to the previous and next p...

Page 22: ... you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review the tip hold Option and press Return to finish Customizing your communicator You can customize your communicator by using the Preferences application You can enter personal information such as your name and address change the time...

Page 23: ... Tap AM or PM Note Your communicator can also display time based on a 24 hour clock See page 180 for details 5 Hold Option and press Return to finish To set the current date 1 Tap the Set Date box 2 Hold Option and press a scroll button to scroll to the current year 3 Hold Shift and press a scroll button to scroll to the current month 4 Type the number for the current date 5 Press Space to select ...

Page 24: ...he headset plug to the headset jack on the side of your communicator 2 Place the speaker in your ear 3 Press the headset button to perform any of the following functions Answer an incoming call including an incoming call waiting call Switch between two active calls Place the second call on hold when you have two active calls Hang up an active call Connecting the HotSync cable The HotSync cable tha...

Page 25: ...nd of the HotSync cable to your communicator with the button facing up Note If you are unsure about the exact location of the USB port or serial port on your computer refer to the manual supplied with the computer 4 Plug the travel charger into a wall outlet Tip The travel charger does not need to be plugged into a wall outlet to perform a HotSync operation However if you want to use the HotSync c...

Page 26: ...ectivity The following instructions guide you through installing Palm Desktop software After installation refer to the online Help in Palm Desktop software for information about how to use the software Note You must install the software that comes with your Treo communicator even if you already installed Palm Desktop software for a previous Palm OS handheld To ensure a safe and uninterrupted insta...

Page 27: ...o have an account established with an ISP Internet Service Provider Many wireless service providers also provide ISP services If ISP information is available from your wireless service provider when you configure your wireless communication settings with the Handspring CD ROM the installation program sets up your communicator for use with that provider One Touch Mail One Touch Mail is a wireless e...

Page 28: ...Page 28 Introduction to Your Treo 270 Communicator ...

Page 29: ...etter key on the keyboard has three functions Normal Types a lowercase letter Shift Types an uppercase letter Option Types the number symbol or activates the function that appears in blue on the key Typing capital letters To type capital letters you must first shift to caps and then type the character Note Your communicator includes a feature that automatically capitalizes the first letter when yo...

Page 30: ...off Caps Lock Typing numbers and symbols Typing numbers and symbols with your communicator is similar to typing symbols on a computer keyboard You must first shift to option mode and then type the number or symbol strokes To enter a single number or symbol Option Shift 1 Press Option When Option Shift is active a dot appears in the lower right corner of the Treo screen If you accidentally activate...

Page 31: ...atedly pressing ListType Typing extended characters The ListType feature also enables you to enter many extended characters that are not on the keyboard such as currency symbols and emoticons Extended characters are often found under related characters For example the symbol is located under To enter extended characters 1 Position the cursor where you want to insert the extended character 2 Type t...

Page 32: ...ation keystrokes e T E x _ f ƒ X F ƒ y l Y L 0 º m µ 1 M µ 2 o ø 3 Command Keystrokes Move cursor right Hold Option while pressing the bottom scroll button Move cursor left Hold Option while pressing the top scroll button Previous field Press the top scroll button Next field Press the bottom scroll button Affirm an action Hold Option and press Return Use these keys instead of tapping the following...

Page 33: ...s Memo Pad 2 Press Menu to open the menu bar Tip You can also open the menu bar by tapping the inverted tab at the top of any application s screen except Calculator In this example three menus are available Record Edit and Options The Record menu is selected and contains the commands New Memo Delete Memo and Beam Memo 3 Press the top scroll button to switch between menus 4 Press the bottom scroll ...

Page 34: ...utotext features of some word processors Your communicator comes with several predefined ShortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See the section that begins on page 194 to learn about creating your own ShortCuts Your communicator includes the following predefined Sho...

Page 35: ...board and place the text in the record Using your computer keyboard Many of the applications on your communicator are available in Palm Desktop software and in most Personal Information Manager PIM applications If you have a lot of data to enter or prefer to use the computer keyboard you can use Palm Desktop software or any supported PIM such as Microsoft Outlook to enter information You can then ...

Page 36: ...hive tda Memo Pad archive mpa Archive formats can only be used with Palm Desktop software Use the archive file formats to share information with other people who use Palm OS handhelds or to create a copy of your important Palm Desktop information To import data 1 Open Palm Desktop software 2 Click the application into which you want to import data 3 If you are importing records containing a field ...

Page 37: ... Click OK The imported data is highlighted in the application 10 To add the imported data to your communicator perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data ...

Page 38: ...Page 38 Entering Data in Your Communicator ...

Page 39: ...r and SMS Messaging with the application buttons on the front panel of your communicator Tip When you press an application button on the front panel of your communicator you have instant access to the selected application You don t even need to turn on your communicator first In addition to providing a way for you to open applications the Applications Launcher displays the current time battery lev...

Page 40: ...ingle category or all your applications To categorize an application 1 Press Option and then press Menu to access the Applications Launcher 2 Press Menu again to open the menus 3 Under App select Category Y 4 Tap the pick list next to each application to select a category Tip To create a new category tap Edit Categories from the pick list Tap New enter the category name Hold Option and press Retur...

Page 41: ... display 1 Press Option and then press Menu to access the Applications Launcher 2 Press Menu again to open the menus 3 Under Options select Preferences R 4 Tap the View By pick list and select List 5 Hold Option and press Return to finish To open the Applications Launcher to the last opened category 1 Press Option and then press Menu to access the Applications Launcher 2 Press Menu again to open t...

Page 42: ...ur communicator such as business applications games and other software The Install Tool makes it easy to install software on your communicator during a HotSync operation There are a variety of third party applications available for devices that use Palm OS software To learn more about these applications go to the web site www handspring com When you download an add on application from the Internet...

Page 43: ...avigate to that folder before you complete step 5 2 Double click the Palm Desktop icon on your desktop 3 Click Install Tip You can also access the Install Tool dialog box by selecting Install Tool under Handspring on the Start menu or by double clicking any file with a PRC file extension 4 In the User drop down list select the name that corresponds to your communicator 5 Click Add ...

Page 44: ...ee the section that begins on page 78 for details Tip You can also install an application by simply double clicking the application s icon 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 communicator You can remove only add on applications patches and extensions that you install you c...

Page 45: ... you find a PRC file for the application you just removed delete the PRC file from the Backup folder Tip If you installed Palm Desktop software for the first time when you purchased your Treo communicator the Palm Desktop software is located in the Handspring folder If you upgraded from a previous version of Palm Desktop software these files are most likely located in the Palm folder ...

Page 46: ... define as private The Mask option displays a gray bar over private records and the Hide option completely removes hides private records See the section that begins on page 75 for more information Assign a password to the Security viewing options Assigning a password requires you to enter a password to view masked or hidden private entries not assigning a password enables you or anyone else to vie...

Page 47: ...eleting a password Once you define a password for your communicator you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password 3 Hold Option and press Return Tap here Tap here ...

Page 48: ...tor you must enter the exact password to re activate your communicator If you forget the password you need to perform a hard reset to resume using your communicator Performing a hard reset deletes all the records in your communicator however you can restore all previously synchronized data at the next HotSync operation See page 215 for details To lock your communicator with a password 1 Assign a p...

Page 49: ...n password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your communicator restores your private entries the next time you perform a HotSync operation but it does not restore the password To delete a forgotten password 1 Tap the Password box 2 Tap Lost Password 3 Hold Option and press Return for Yes Tap her...

Page 50: ...Page 50 Managing Your Applications ...

Page 51: ...s chapter briefly describes each application and how to open it Your Treo 270 communicator comes with these applications already installed PhoneBook Date Book Plus Blazer SMS Messaging To Do List Memo Pad CityTime Calculator Expense SIM Book SIM Services ...

Page 52: ...mes addresses phone numbers and other information Enter up to five phone numbers home work fax mobile etc or e mail addresses for each name Attach a note to each Contacts entry in which you can enter additional information about the entry Assign Contacts entries to categories so that you can organize and view them in logical groups Display a history list of your incoming and outgoing calls To open...

Page 53: ...for an entire year Display a list of both your appointments and your To Do items Create unscheduled events or To Do items that float from one day to the next until you complete them Create a Daily Journal to track events with automatic time stamps Set an alarm to sound prior to the scheduled activity and create reminders for events that are based on a particular date rather than time of day such a...

Page 54: ...CD ROM but didn t configure the wireless communication settings select Configure Your Treo under Programs Handspring or Palm on the Windows Start menu and follow the instructions on the screen In Blazer you can do the following Access the World Wide Web and display Internet content Create up to 100 bookmarks for quick and convenient access to your favorite web sites Navigate between web pages with...

Page 55: ...ncoming messages directly from the Inbox Create messages quickly with quick list address selection and boilerplate text Review messages you sent in the Sent folder To open SMS Messaging Press SMS Messaging SMS Messaging opens to display the Inbox view Tip Press SMS Messaging repeatedly to cycle through the Inbox Sent and Pending views However if there are no messages in the Pending view it does no...

Page 56: ...or any or all of your To Do items Assign To Do items to categories so that you can organize and view them in logical groups Sort your To Do items either by due date priority level or category Attach notes to individual To Do items for a description or clarification of the task To open To Do List 1 Press Option 2 Press Date Book Plus Tip You can also open To Do List by tapping the To Do List icon i...

Page 57: ... applications like Microsoft Word when you synchronize using Palm Desktop software and HotSync technology Assign memos to categories so that you can organize and view them in logical groups Take down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad 1 Press Option 2 Press PhoneBook Tip You can also open Memo Pad by tap...

Page 58: ... a home city as a point of reference Display the day and time in four other cities simultaneously Add a definition for any city that isn t in the default list Display sunrise and sunset information for your home city To open CityTime 1 Press Option 2 Press Blazer Tip You can also open CityTime by tapping the CityTime icon in the Applications Launcher ...

Page 59: ...s weight temp length area and volume Store and retrieve values Display the last series of calculations which is useful for confirming a series of chain calculations Create a custom view with the buttons you use most often Switch to basic mode to perform simple calculations To open Calculator 1 Press Option 2 Press SMS Messaging Tip You can also open Calculator by tapping the Calculator icon in the...

Page 60: ...ign 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 computer Microsoft Excel is no...

Page 61: ...lowing Copy entries from your speed dial list to your SIM card so you can access your phone numbers if you move your SIM card to another phone Copy entries from your SIM card to your speed dial list Delete entries from your SIM card Dial entries on your SIM card To open SIM Book 1 Press Option 2 Press Menu 3 Tap the SIM Book icon ...

Page 62: ...t are provided by your wireless service provider Note Some wireless service providers do not put applications on the SIM card In SIM Services you can do the following Access applications from your wireless service provider on your SIM card To open SIM Services 1 Press Option 2 Press Menu 3 Tap the SIM Srvcs icon ...

Page 63: ... view in PhoneBook To Do List Memo Pad and Expense To create a record 1 Open the application in which you want to create a record 2 Do one of the following Start entering data your communicator automatically creates a new record Tip To create another new record press the bottom scroll button and begin entering data In Date Book Plus and Contacts view in PhoneBook only Press Menu and under Record s...

Page 64: ...ication To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text to highlight it You can drag across the text to select additional words or drag down to select a group of lines Tip To select a word double tap the word To select a whole line triple tap the line The following commands may appear in an Edit menu Undo Reverses the action ...

Page 65: ...next time you perform a HotSync operation Copy Copies the selected text and stores it temporarily in the memory of your communicator You can paste the text that you copy into another area of the current application or into a different application Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously c...

Page 66: ... you can purge them from your communicator and save them in an archive file Purging is not available in the Contacts view in PhoneBook or in Memo Pad So you need to delete outdated records from these applications individually To purge records 1 Open the application 2 Press Menu 3 Under Record select Purge E A confirmation dialog box appears Date Book Plus Tap the pick list and select how old a rec...

Page 67: ...imum of 15 user defined categories in each application The Contacts view in PhoneBook contains the QuickList user defined category in which you can store the names addresses and phone numbers you might need in emergencies doctor fire department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses for different business trips Note The i...

Page 68: ...t screen 2 Select the category you want to view The list screen now displays only the records assigned to that category To define a new category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Tap New 4 Enter the name of the new category Category pick list Category pick list ...

Page 69: ...to one category by giving the categories the same name For example if you change the name of the Personal category to Business all records formerly in the Personal category appear in the Business category Finding records Your communicator offers several ways to find information quickly All applications The Find utility locates any text that you specify always starting with the current application ...

Page 70: ...Holding Shift and using the scroll buttons moves up or down an entire screen of records If you press and hold a scroll button you accelerate the scrolling and display every third screen In the Contact View screen the scroll buttons move to the previous or next Contacts record You can also use the Instant Lookup feature from any of the PhoneBook views to quickly scroll to any of your Contacts entri...

Page 71: ...or the text in all records and all notes As your communicator searches for the text you can tap Stop at any time You may want to do this if the entry you want appears before your communicator finishes the search To con tinue the search after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Number Lookup Phone Number Lookup displays the information you entered in the Co...

Page 72: ...cord you selected in step 1 Phone Number Lookup tips You can also enter the keyboard shortcut L to activate the Phone Number Lookup feature in the following circumstances While entering text For example if your Contacts view in PhoneBook is sorted by last name and you want to insert the full name and phone number for someone with the last name Williams enter Wi and then the Phone Number Lookup key...

Page 73: ... to an Expense record 1 Open the Expense record to which you want to add names 2 Tap Details 3 Tap Who 4 Tap Lookup The Attendees Lookup screen displays all the names of Contacts entries in Phonebook that have data in the Company field 5 Use the scroll buttons to select the name you want to add 6 Press Space or Return The name appears in the Attendees screen 7 Repeat steps 4 through 6 to add more ...

Page 74: ...tion and press Return to finish To sort records in Contacts view in PhoneBook and Memo Pad 1 Open the application to display the list screen 2 Press Menu 3 Under Options select Preferences R 4 Do one of the following Contacts view in PhoneBook Tap the setting you want Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Hold Option and press Return to finish To sort the Memo list m...

Page 75: ...ter it to display private records Note As a security measure masked Contacts records are temporarily hidden when you search for records So you will not see a placeholder for these records when viewing the results of a Lookup or Find request 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 Hold Option and press Retur...

Page 76: ...rd in this dialog box and then hold Option and press Return to finish To display a specific masked record 1 Open the application that contains the record you want to view 2 Tap the shaded bar that masks the record Note If you have a password you must enter your password and then hold Option and press Return to view the record To display all private records in a specific application 1 Open the appl...

Page 77: ...h directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Contacts view in PhoneBook only Press Menu and under Record select Edit Contact E 3 Tap Details 4 Tap Note 5 Enter your note 6 Hold Option and press Return to finish 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...

Page 78: ...s exchanges and updates data between your communicator and desktop software Changes you make on your communicator or desktop software appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data directly by connecting your communicator to your computer with the HotSync cable or by ...

Page 79: ...see page 26 for instructions To perform a local HotSync operation 1 Connect your communicator to the Hotsync cable See the section that begins on page 24 for details 2 If the HotSync Manager is not running start it On the Windows desktop click Start and then choose Programs Navigate to the Handspring or Palm program group and choose HotSync Manager Alternatively you can start the Palm Desktop soft...

Page 80: ...honeBook To Do List or Memo Pad All records of the category currently displayed in the Contacts view in PhoneBook To Do List or Memo Pad A special record in the Contacts view of PhoneBook that you designate as your personal business card containing information you want to exchange with business contacts An application installed in RAM memory You can also use the infrared port to perform HotSync op...

Page 81: ...6 5 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your communicator To beam an application 1 Press Option and then press Menu to access the Applications Launcher 2 Press Menu 3 Under App select Beam B 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock i...

Page 82: ...ialog box 3 When the Beam dialog box appears select a category for the entry Tip If you do not select a category the entry is placed in the Unfiled category 4 Hold Option and press Return for Yes Tip When you receive beamed information with the lid closed you don t need to respond to the Beam dialog box simply press the top scroll button for Yes or the bottom scroll button for No ...

Page 83: ... This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications PhoneBook Date Book Plus Blazer SMS Messaging To Do List Memo Pad CityTime Calculator Expense SIM Book SIM Services ...

Page 84: ...ng Repeatedly press PhoneBook to cycle through the views Tap the icons in the lower left corner of the PhoneBook screen Note The Active Call icon and view appear only after you place an outgoing call or receive an incoming call At the top of each view many of the following common icons appear to provide wireless mode status information for your phone Note Your wireless service provider may use a d...

Page 85: ... on your SIM card you cannot delete this entry or change the phone number but you can move the voicemail entry to another button rename it and add Extra digits If the voicemail number is not pre programmed on your SIM card you can edit the voicemail entry to enter the number To define a Speed Dial button 1 Open the lid or press PhoneBook if you are in another application 2 Tap a blank Speed Dial b...

Page 86: ...ect the entry you want to use and press Return Tip You can edit the entry by tapping the number or name in the Edit Entry dialog 5 In the Edit Entry dialog hold Option and press Return to finish Calling a Speed Dial number Speed dialing enables you to quickly place a call without entering the number This is particularly useful for numbers you call often such as your home or office You can also cal...

Page 87: ...p Extra Digits 5 Close the lid to end the call Changing a Speed Dial entry You can change any of the information associated with a Speed Dial button Note You cannot change the phone number for your wireless service provider s voicemail service You can however rename move or add Extra Digits to this voicemail entry To change a Speed Dial entry 1 From the Speed Dial view press Menu 2 Under Edit sele...

Page 88: ... As your Speed Dial list grows you may want to rearrange the entries For example you might want to store different types of numbers on different pages or arrange the list alphabetically To arrange the Speed Dial list 1 From the Speed Dial view press Menu 2 Under Edit select Edit Speed Dial E 3 Drag the entries to the slot where you want them to appear Tip If the new slot is full the other entries ...

Page 89: ...s the rocker switch to dial the selected number 4 Press Space to dial 5 Close the lid to end the call Using the Contacts view The Contacts view is where you store name and address information about people businesses and more Creating a Contacts entry You can create Contacts entries on your communicator or you can use your desktop software to create entries on your computer and then download the en...

Page 90: ...rst name 6 Press the bottom scroll button to move to other fields and then enter the other information that you want to include in this entry Tip Hold Shift and use the scroll buttons to move between pages in this entry 7 After you finish entering information hold Option and press Return to finish Tip To create an entry that always appears at the top of the Contacts list begin the Last name or Com...

Page 91: ...essary 5 Hold Option and press Return to finish Calling a number in your Contacts list You can dial any number that you ve entered in your Contacts list 1 Make sure wireless mode is on See page 19 for details 2 From the Contacts view use the Instant Lookup feature to select the number you want to call See the section that begins on page 70 for details 3 Press Space to dial Tip You can also roll th...

Page 92: ...the entry 3 Press Menu 4 Under Record select Edit Contact E 5 Tap the pick list next to the label you want to change 6 Select a new label 7 Hold Option and press Return to finish Changing Contact entry details The Contact Entry Details dialog box provides a variety of options that you can associate with an entry To open the Contact Entry Details dialog box 1 Select the name for the entry whose det...

Page 93: ...o a coverage area Reviewing Call History Each item in the Call History view appears with an icon next to it indicating whether it is a Missed call an incoming call or an outgoing call You can display all your calls or one category at a time To review Call History 1 Press PhoneBook repeatedly to access the Call History view 2 Tap the pick list at the top of the screen to display a specific type of ...

Page 94: ... insert the number Purging Call History Your Treo continues accumulating Call History information for up to 1 000 calls until you purge the Call History list To conserve storage space we recommend that you purge this list periodically Note Using the Purge function permanently removes the calls from your communicator You cannot undo this process to restore the information To purge entries in Call H...

Page 95: ... it is off and displays the following alert To answer a call while it is ringing do any of the following Open the lid if it is closed Tap Answer if the lid is open Press the button on the headset if it is attached To ignore a call and send it directly to voicemail do any of the following Close the lid if it is open Press the top scroll button To silence the ring do any of the following Press any b...

Page 96: ...press the bottom scroll button to decrease the volume Using the speakerphone The speakerphone button enables you to view your communicator screen and use other applications while you re talking on the phone Note The speakerphone feature is optimized for one or two people that are reasonably close to the phone It is not designed for a conference room or large group This feature is not available whe...

Page 97: ...place You can also use call waiting to receive an important incoming call while you re already on the phone and to facilitate 3 way conference calls when you re on the go To respond to call waiting do one of the following Tap Hold Answer to place the first call on hold and answer the second call Tap Drop Answer to end the first call and answer the second call Tap Ignore to send the second call to ...

Page 98: ... switch between two active calls do any of the following Tap the call status line of the call you want to make active Press the button on the headset if it is attached To use 3 way calling 1 Answer or place two calls 2 Tap 3 way Call to join the two calls 3 Tap Cancel 3 way to return to the previous active call and to place the other call on hold or tap Hang Up to end both calls Note When a 3 way ...

Page 99: ...e Tip You can define multiple forwarding numbers Select Edit numbers from the list to add change or delete a number You can also configure your communicator to forward calls only in special situations such as when you are busy or outside a coverage area See Appendix E for details 4 Hold Option and press Return to finish Other ways to make a call In addition to using the Speed Dial Contacts Dial Pa...

Page 100: ...s Note If the caller s phone number is not available the Call Back button does not appear on the Missed Call screen Calling an emergency number Your Treo provides easy access to emergency numbers such as 911 in the United States or 112 in Europe To call an emergency number 1 Make sure wireless mode is on See page 19 for details 2 Press PhoneBook 3 Do one of the following If your phone is unlocked ...

Page 101: ...ng menu commands The Record and Options menus differ depending on which view is active Record menus Options menus Phone Preferences Opens a dialog where you can lock your SIM card to prevent unauthorized use of your communicator s wireless mode features Contacts list view Contacts edit view Call History view Contacts record view Contacts view Contacts record edit views Call History view Dial Pad S...

Page 102: ... address lookup options Call Preferences Block outgoing caller ID Determines whether PhoneBook reveals your phone number to the person you re calling If your service provider supports caller ID blocking you can prevent revealing your phone number to people you call Get Status Displays the current call waiting call blocking and call forwarding settings stored on your wireless service providers netw...

Page 103: ... are formatted exactly as they appear in the Contact record RenameCustom Fields These custom fields appear at the end of the Contact Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all Contacts records Select Network Available networks Enables you to manually select networks while roaming if multiple service providers are...

Page 104: ...e number is not on the SIM this field displays No number on SIM instead of the number IMEI Displays your communicator s equipment ID number which uniquely identifies your communicator to your mobile service provider s network Firmware Rev Displays the version number for the mobile communication software on your communicator About PhoneBook Shows version information for PhoneBook ...

Page 105: ...to move to another week Press Menu and under Options select Go to Day O To scroll by days press a scroll button To scroll by months hold Shift and press a scroll button To scroll by years hold Option and press a scroll button After you scroll to the date press Space to select it You can also type the number of the day or tap the screen to select a date from the calendar Scheduling an event A recor...

Page 106: ...cribed in the previous section 2 Type the time the event begins to open the Set Time dialog box For example type 4 for 4 00 3 If the event is longer than an hour press the bottom scroll button and type the end time 4 Hold Option and press Return to finish 5 Enter a description of the event You can enter up to 255 characters 6 Tap a blank area of the screen to deselect the event A vertical line app...

Page 107: ...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 Plus screen tap No Time and then hold Option and press Return to finish Rescheduling an event You can easily make changes to your schedule with your communicator To reschedule an event 1 Tap the event you want to reschedule 2 Tap Details 3 To change the time tap the...

Page 108: ...k list to select Minutes Hours or Days 5 Select the 5 and enter any number from 0 to 99 inclusive as the number of time units 6 Hold Option and press Return to finish Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed event No audible alarm soun...

Page 109: ... day To schedule a repeating or continuous event 1 Tap the event 2 Tap Details 3 Tap the Repeat box to open the Change Repeat dialog box 4 Tap Day Week Month or Year to set how often event repeats For a continuous event tap Day 5 Enter a number that corresponds to how often you want the event to repeat on the Every line For example if you select Month and enter the number 2 the event repeats every...

Page 110: ...nicator then automatically changes the end date to maintain the duration of the repeating event If you change the repeat interval e g daily to weekly of a repeating event past occurrences prior to the day on which you change the setting are not changed and your communicator creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 1...

Page 111: ...ts 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 Tips for using Week View Keep the following points in mind Tap an event to show details for the event Use the scroll buttons or rocker switch to move forward or backward a week at a time To reschedule an event ta...

Page 112: ... are due on the dates shown Tips for using Week View with Text Keep the following points in mind Tap a day to display that day in the Day View Use the scroll buttons or rocker switch to move between weeks You can also tap the scroll arrows in the upper right corner to move forward or backward a week Press Menu and under Options select Go to Week O Tap a number to select a different week Tap Go to ...

Page 113: ...switch to move between months You can also tap the scroll arrows in the upper right corner to move forward or backward a month Press Menu and under Options select Go to Month O to open the date selector and select a different month Working in Year View The Year View shows an overview of your calendar for an entire year Previous next month Dots on right or left side indicate events Dashed line indi...

Page 114: ...To Do List It displays a list of events and To Do items for the selected week s Tips for using List View Keep the following points in mind Tap a line to select it The start and end time display briefly in the title bar To redisplay the event details tap to the left of the description Tap the description of the selected line to display the event in Day View Use the scroll buttons or rocker switch t...

Page 115: ... floating event from an integrated To Do item by the circle that appears next to the floating event in place of the To Do item priority number and check box Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do items and untimed events To create a floating event 1 From the Day View press Menu 2 Under Record select New Floating Event 3 Enter a d...

Page 116: ...hat begins on page 122 for details If a To Do item does not appear in Date Book Plus confirm that the category assigned to the item is selected See the section that begins on page 122 for details If you do not complete a To Do item on or before the due date then an exclamation mark appears next to the item as a reminder that it is overdue Using the Daily Journal You can use the Daily Journal featu...

Page 117: ...erent days and times To create a template 1 Select the event you want to save as a template 2 Press Menu 3 Under Record select tap Create Template V 4 Hold Option and press Return to finish To schedule a template event 1 Select the date on which you want to schedule the event 2 From the Day View tap the time line that corresponds to the beginning of the event 3 Tap New and select Template from the...

Page 118: ... are described here See page 33 for information about choosing menu commands Record menu Options menu New To Do Creates a new To Do item and adds it to your Date Book Plus and To Do List database Duplicate Item Creates a copy of the selected event and opens the Details dialog box for the new event List View Day View Week View Week View with Text Month View List View Day View Year View ...

Page 119: ...default duration for new events Week Start Defines the first day of the week This setting overrides the System Preferences setting for all Date Book Plus views Initial View Defines the view that appears when you start Date Book Plus Button Views Defines which views display when you repeatedly press the Date Book Plus button By default all views appear Display Options Opens the Display Options dial...

Page 120: ... screen disappear to minimize scrolling Show PM Label Displays a p after PM times Show End Times Displays all time bars and time slots for end times of an event Scroll Before Day Move Determines whether the front panel scroll buttons will scroll up and down within the current day before scrolling to the previous or next day Auto scroll Time Displays events based on the time of day when the Day Vie...

Page 121: ...re it stops The choices are Once Twice 3 Times 5 Times and 10 Times Repeat Alarm Defines how many times the alarm repeats when it is not acknowledged The choices are Once Twice 3 Times 5 Times 10 Times and 100 Times Every Defines how often the alarm sound repeats The choices are Minute 5 minutes 10 minutes and 30 minutes Alarm Preset Automatically sets an alarm for each new event The silent alarm ...

Page 122: ... Show Dated Items Shows all To Do items that have been assigned a due date Days before Due Date Defines the number of days before the due date that an item will appear in Day View as a To Do item Create Options Opens the Create Options dialog box where you can select the default priority and category for To Do Items you create in Date Book Plus UnDelete from Archive Restores the last event you del...

Page 123: ... Events Removes untimed floating events from the Week View with Text display Show Journal Displays a Daily Journal entry Include Week Numbers in Title Displays the selected week number in the title bar Month Preferences Show Timed Events Displays events that you assigned to a specific time Show Untimed Events Displays events that you assigned to a date but did not assign to a specific time Show Da...

Page 124: ...ew display List View Preferences Date Book Determines which type of events appear in the List View display The choices are Appt Float Done Alarms Only and Repeat events only appear once To Do Determines which type of To Do items appear in the List View display The choices are All Not Complete Complete and None If you choose either Not Complete or Complete you also have the following choices Dated ...

Page 125: ...Palm on the Windows Start menu and follow the instructions on the screen Viewing web pages You can view web pages whenever you are inside a coverage area If you are outside a coverage area you can view web pages that are stored temporarily on your communicator in an area called the cache However if a page stored in the cache has an expiration date and it is past that date you need to establish an ...

Page 126: ...g To scroll through a page use the scroll buttons or tap the onscreen arrows or scroll bar if one appears To move between elements on a page such as fields icons or buttons roll the rocker switch or hold Shift and use the scroll buttons To select an element on a page move to the element and press the rocker switch or tap the element on the screen To move to between pages when no elements are highl...

Page 127: ...ss the Bookmark view 3 Tap the bookmark you want to view Tip You can also press the scroll buttons to scroll to other pages and roll the rocker switch to scroll through the current page To view the selected page press the rocker switch Adding bookmarks You can store up to 100 bookmarks and group them in categories by placing similar links on the same bookmark page See page 129 for information on c...

Page 128: ... press Return to finish Editing bookmarks You can change the title description or URL associated with any of your bookmarks To edit a bookmark 1 From the Bookmark view press Menu 2 Under Bookmark select Edit Bookmark E 3 Tap the page icons to navigate to the page containing the bookmark you want to change Tip You can enter or change the Title for any bookmark page Use the page Title to create book...

Page 129: ... if you want to create a page with links to various sports scores you might name the page Scores To assign page category titles 1 From the Bookmark view press Menu 2 Under Bookmark select Edit Bookmark E 3 Tap the page icon to which you want to assign a title 4 Enter the title 5 Hold Option and press Return to finish To rearrange bookmark entries 1 From the Bookmark view press Menu 2 Under Bookmar...

Page 130: ...he grey line appears to the right of the slot where the page will appear 4 Hold Option and press Return to finish Blazer menus Blazer menus are shown here for your reference and Blazer features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands The Go and Options menus differ depending on whether you re displaying the Page vie...

Page 131: ...nu Go menus Options menu Properties Displays the Page Properties dialog box where you can view the Page Name URL Size Bytes and whether the page was loaded from the cache Bookmark view Page view Bookmark view Bookmark view Page view ...

Page 132: ...s depth of color used to display graphic images You can also choose to not display images at all The options are No Images fastest Black White faster 4 Shades of Gray fast 16 Shades of Gray slow 256 Colors slower High Color slowest The default setting is 256 Colors slower Ask before establishing Internet connection Displays a confirmation dialog each time you begin an Internet session The default ...

Page 133: ...t cookies The default setting for this option is on Clear Cookies Erases all the cookies stored on your communicator You cannot cancel or undo this action Set Proxy Opens the Set Proxy dialog box where you can enter advanced HTTP proxy server settings If your ISP or network requires you to go through a proxy server when you connect to the Internet use this dialog box to enter the proxy server sett...

Page 134: ...vice If you subscribe to this service your wireless service provider supplies an SMS Message Center number which appears in the SMS Preferences dialog Note Your wireless service provider may use a different name for their text messaging service Contact your wireless service provider to see if their service is compatible with SMS To use SMS Email you must subscribe to your wireless service provider...

Page 135: ... messages that will be sent when a signal is available To view SMS messages 1 Press SMS Messaging repeatedly to access the message category you want to view Inbox Sent or Pending Note The Pending category appears only when you have messages pending delivery OK Saves the message in the SMS Messages Inbox category dismisses the alert dialog box and returns you to the previous application Reply Switc...

Page 136: ...age through messages one at a time with the scroll buttons or rocker switch Replying to messages You can send an SMS message as a response or you can call the person who sent you the message To send an SMS message reply 1 From the SMS Messages Inbox select the message to which you want to reply 2 Press Menu 3 Under Message select Reply R 4 Enter the message text When you reply to an SMS message SM...

Page 137: ...defined text from a boilerplate Some boilerplates ask you to enter information such as a meeting time or place Using a boilerplate is similar to filling in the blanks on a form letter instead of writing a letter from scratch You can easily combine the boilerplate text with your own text to personalize your message You can create a message at any time but if you send a message when you are outside ...

Page 138: ... your message transmits your Treo places a copy in the Sent category If an error occurs while sending the message an appears next to the message header Select the message to view information about why the message did not go through Address by Mobile Number Enter a mobile phone number to send an SMS message to another GSM mobile phone Address by Email Address Enter an e mail address to send an SMS ...

Page 139: ...messages either To create a message signature 1 From any SMS Messaging list view press Menu 2 Under Options select Signature 3 Enter the signature text 4 Hold Option and press Return to finish Creating boilerplates When you create a message you can use the Boilerplate pick list to insert predefined text in your message You can also add items to the list and modify any of the items you add 1 From a...

Page 140: ...ssages 1 From the SMS Inbox or Sent category tap the header of the message you want to forward 2 Press Menu 3 Under Message select Forward F Tip You can edit the forwarded message before sending it 4 Address the message as described on page 137 5 Make sure wireless mode is on See page 19 for details 6 Hold Option and press Return to send the message Modifying messages You can modify any messages i...

Page 141: ...nd press Return to send the message Sorting messages 1 From any SMS Messaging list view press Menu 2 Under Options select Sort 3 Tap the Sort by pick list to select the sort method you want to use 4 Hold Option and press Return to finish Date Places the most recent messages at the top of the list This is the default sort method Name Places mobile phone numbers at the top of the list in numerical o...

Page 142: ...you want to use 5 Hold Option and press Return twice to confirm deletion SMS Messaging menus SMS Messaging menus are shown here for your reference and SMS Messaging features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands The Message and Options menus differ depending on which SMS Messaging view is on the screen Older than ...

Page 143: ...his number is stored on your communicator If you move your SIM card to another phone you need to enter this number to send SMS messages to an e mail address Confirm deletions Determines whether a confirmation dialog box appears when you delete messages or boilerplates Save copies of sent messages in Sent folder Determines whether messages you send are stored in the Sent folder If you turn this opt...

Page 144: ... their importance or urgency The default setting is to arrange To Do items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its position in the list Note When you create a new To Do item its priority is automatically set to level 1 the highest most important level If you select another item first howev...

Page 145: ...alog you can tap directly on the due date in the To Do list to open the pick list shown in step 4 Assigning a category You can associate any To Do item with a category You can also sort the items that appear in the list based on their category To assign a category for a To Do item 1 Tap the text of the item whose details you want to change 2 Tap Details 3 Tap the category pick list Today Assigns t...

Page 146: ... item You can check off a To Do item to indicate that you ve completed it You can set To Do List to record the date that you completed the To Do item and you can choose to show or hide completed items as described on page 146 To check off a To Do item Tap the check box on the left side of the item To Do Show Options The Show Options dialog box enables you to control the appearance of the To Do lis...

Page 147: ...till in the memory of your communicator Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until their due date Record Completion Date Replaces the due date with the actual date when you complete check the item If you ...

Page 148: ...ad icon in the Applications Launcher 2 Enter the text you want to appear in the memo Press Return to move down to new lines in the memo Tip The first letter of your memo is automatically capitalized 3 Hold Option and press Return to finish Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos To review a memo 1 In the Memo list tap the...

Page 149: ...e 33 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad Memo list Memo screen Memo list Memo screen ...

Page 150: ...information for the other cities you select To set your home city 1 Press Option and then press Blazer Tip You can also access CityTime by tapping the CityTime icon in the Applications Launcher 2 Press Menu 3 Under Options select Select Home City H 4 Tap the Home City pick list and select the city closest to where you are located Tip If a nearby city isn t in the list you can use the Edit Cities c...

Page 151: ...our reference and CityTime features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands Options menu Utilities menu About CityTime Shows version information for CityTime Help Displays online help for the CityTime screens Change Location Opens the Change Location dialog box where you can select the city to which you are moving o...

Page 152: ...nd repeatedly press SMS Messaging Using the Basic Calculator buttons The Basic Calculator includes the following buttons Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Clears the entire calculation and enables you to begin a fresh cal...

Page 153: ...ed Calculator screen consists of three regions Each region performs a different function to help you perform a variety of calculations Using the Advanced Calculator buttons In addition to most of the Basic Calculator buttons the Primary buttons are available in all the Advanced Calculator views The remaining buttons are available only in specific views The information that follows provides an over...

Page 154: ...ect the memory bank in which you want to store the current value Advanced Calculator has ten memory banks Opens the Recall which memory dialog box where you can select the memory bank from which you want to recall a value Squares the current value Calculates the value of x raised to the y power Calculates the value of a common base 10 antilogarithm Calculates the value of a natural base e antiloga...

Page 155: ...until you ve entered the following four variables N 360 30 years x 12 months APR 8 Calculates the sine of the current number Calculates the cosine of the current number Calculates the tangent of the current number Calculates the hyperbolic sine of the current number Calculates the hyperbolic cosine of the current number Calculates the hyperbolic tangent of the current number Calculates the arc inv...

Page 156: ...urrent number as the compounded loan amount including interest Opens the Time Value of Money dialog box where you can modify values and solve the equation Stores the remaining balance interest and principal amortization based on the supplied values Calculates a given percentage of a value To use this button enter a value tap this button enter the percent and then tap the equal sign button Calculat...

Page 157: ... of each bit of the argument Calculates the exclusive OR between two arguments Adds the current value to the end of the statistics memory list You can store up to 200 values Calculates the mean of the values in the statistics memory list Calculates the standard deviation based on a population of n Calculates the standard deviation based on a population of n 1 Calculates the sum of the values in th...

Page 158: ...erts the value to grams Indicates the current value is entered in kilograms When you tap this button after tapping another unit of measure it converts the value to kilograms Indicates the current value is entered in metric tons When you tap this button after tapping another unit of measure it converts the value to metric tons Indicates the current value is entered in degrees Fahrenheit When you ta...

Page 159: ...he value to square feet Indicates the current value is entered in square yards When you tap this button after tapping another unit of measure it converts the value to square yards Indicates the current value is entered in acres When you tap this button after tapping another unit of measure it converts the value to acres Indicates the current value is entered in square miles When you tap this butto...

Page 160: ... you tap this button after tapping another unit of measure it converts the value to pints Indicates the current value is entered in quarts When you tap this button after tapping another unit of measure it converts the value to quarts Indicates the current value is entered in gallons When you tap this button after tapping another unit of measure it converts the value to gallons Indicates the curren...

Page 161: ...not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands Options menus Program menu About Calculator Shows version information for Calculator Export Opens the Export dialog box where you can select a view definition to export to Memo Pad Import Opens the Import dialog box where you can select a view definition to import to Memo Pad Delete Vi...

Page 162: ...ct a type from the list Note As soon as you select an expense type your communicator saves the entry If you don t select an expense type it doesn t save the entry Tip A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list enter the first letter s of the expense type and then enter the numerical amount This technique takes advantage of the auto...

Page 163: ...pt Details dialog box 1 Tap the Expense item to which you want to assign details 2 Tap Details 3 Select any of the following options Category See the section that begins on page 67 for details Type Opens a pick list of expense types Payment Lets you choose the payment method used to pay the Expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid ...

Page 164: ... can create your own custom country and currency symbol To define a custom currency symbol 1 Press Menu 2 Under Options select Custom Currencies Y 3 Tap one of the four Country boxes Currency Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog see page 168 You can also display up to four other common types of curren...

Page 165: ...r Expense item select the symbol in the Receipt Details dialog box associated with that item Show Options Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options 3 Hold Option and press Return to finish Sort by Enables you to sort expense items by date or type Distance Ena...

Page 166: ... Excel and the Expense Report configuration dialog box From the Windows Start menu click Programs Palm Desktop Expense Reports and then choose your user name 3 Click the expense category that you want Tip You can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories group 4 If you want to define an end date ...

Page 167: ...t and are stored in the template folder in the Palm Desktop 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 Appendix C ...

Page 168: ... 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this guide are described here See page 33 for information about choosing ...

Page 169: ...tter of an expense type For example if you enter the letter T it enters the Taxi expense type Entering T and then E enters Telephone which is the first expense type beginning with the letters TE Default currency Sets the default currency symbol for Expense About Expense Shows version information for Expense ...

Page 170: ...d Dial list to your SIM card You can copy entries from your PhoneBook Speed Dial list to your SIM Book This is a great way to save time and keep your SIM Book up to date To copy entries from your Speed Dial list to your SIM card 1 Press Option and then press Menu to access the Applications Launcher 2 Tap the SIM Book icon 3 Tap Speed Dial in the pick list in the upper right corner 4 Tap the entry ...

Page 171: ...l Tip A check mark indicates that the entry is already on both your Speed Dial and SIM list 3 Tap Copy Deleting entries from your SIM card If you find that you no longer need a phone number you can delete it from your SIM card To delete entries from your SIM card 1 Tap SIM in the pick list in the upper right corner Tip To delete entries from your Speed Dial list tap Speed Dial instead 2 Select the...

Page 172: ...bile phone by tapping a mobile phone number and then tapping SMS instead of Dial 3 Tap Dial SIM Book menus SIM Book menus are shown here for your reference and SIM Book features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands Edit menu Options menu Help Opens a dialog where you can view tips about using the SIM Book applica...

Page 173: ...ervice provider might offer an application that provides a secure connection for online banking services To use SIM Services 1 Press Option and then press Menu to access the Applications Launcher 2 Tap the SIM Services icon 3 Tap the application you want to use Note If your wireless service provider did not install any applications on your SIM card a message informs you that no services are on you...

Page 174: ...Page 174 Application Specific Tasks ...

Page 175: ... icons on your communicator and the HotSync cable Connection Configure your communicator for use with a HotSync cable for infrared communication or for wireless data communication Digitizer Calibrate the screen on your communicator Formats Set the country default and the formats for dates times calendar and numbers General Set the current date and time the auto shut off interval the Beam Receive f...

Page 176: ...es 1 Tap the pick list next to the button or icon 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 HotSync Buttons Preferences The HotSync Buttons Preferences screen also enables you to associate a different application with the button on the HotSync cable Any changes that you make in the HotSy...

Page 177: ...namic serial connection between your communicator and your desktop computer Use this connection type with third party applications that need to reconfigure the serial port when communicating with a computer Auto Detect to Modem Defines a dynamic serial connection between your communicator and a modem Use this connection type with third party applications that need to reconfigure the serial port wh...

Page 178: ...n you must set Network Preferences in addition to configuring Connection settings to define the communication protocols for the selected device To create a Wireless Modem to Modem connection 1 From the Connection Preferences screen select Wireless Modem 2 Tap Edit The name of the current configuration appears at the top of the screen 3 Tap the Connection Method pick list and select Wireless Modem ...

Page 179: ...een The following steps demonstrate how to create a modem connection that enables IR HotSync through an IR enabled modem This modem would then dial a modem attached to your desktop to perform the remote HotSync operation To create an IrCOMM to Modem connection 1 In the Connection Preferences screen tap New 2 Enter a name for this configuration 3 Tap the Connection Method pick list and select IrCOM...

Page 180: ... Formats Preferences screen to set the country default and the display format of the dates times and numbers on your communicator Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your communicator For example in the United Kingdom time often is expressed using a 24 hour clock In the United States time is expres...

Page 181: ...nces screen enables you to set the time date auto shutoff interval the beam receive feature and sounds for your communicator See the section that begins on page 22 for information on setting the time and date Auto off delay Your communicator has an automatic shutoff feature that turns off the power after a period of inactivity This feature conserves battery power if you forget to turn off your com...

Page 182: ...tage of TCP IP When you use the Handspring CD ROM to configure your communicator the configuration software attempts to set up your communicator with settings received from your wireless service provider If the Configure Your Treo software configured your communicator with your wireless service provider s settings the Phone field on the Network Preferences screen is set to Wireless In this case we...

Page 183: ...ept spaces in the user name Entering a password The Password box identifies the password you use to log into your server or ISP Your entry in this field determines whether your communicator prompts you to enter a password each time you log into your network If you do not enter a password your communicator displays the word Prompt in this field and asks you to enter a password during the login proc...

Page 184: ...Normally you ll use your communicator s built in wireless modem to establish a data connection but you can also use the infrared port or connect an external modem to the USB port See the section that begins on page 177 for details on how to configure Connection Preferences To select a connection 1 Tap the Connection pick list The list displays the configurations in your Connection Preferences pane...

Page 185: ...and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number you use to reach your ISP or dial in server 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise hold Option and press Return to finish Entering a prefix A prefix is a number that you dial before the telephone number to access an ...

Page 186: ...ing card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define your calling card number you need to add commas at the beginning to 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 ...

Page 187: ...iting information After you create a new or duplicate template you can add and edit settings To add a new service template 1 Press Menu 2 Under Service select New N A new service template called Untitled is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Press Menu 4 Under Service sel...

Page 188: ...ch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options 2 Hold Option and press Return to finish PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Immediate Drops the connection to your ISP immediately when you switch to another application 1 minute Waits one minute f...

Page 189: ...primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3 for the Secondary DNS number 5 Hold Option and press ...

Page 190: ...to supply additional information Those commands have a parameter field so that you can add the necessary data Note You can also use non ASCII and literal characters in your login script See Appendix D for more information To create a login script 1 Tap Script 2 Tap the End pick list 3 Tap the command you want from the Command list If the command requires additional information a field appears to t...

Page 191: ... server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Password command is usually followed by a Send CR command Delay Tells your comm...

Page 192: ...nnection Progress messages 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 bottom scroll button at any point during login to display these messages Viewing the Network Log ...

Page 193: ...th your communicator If you use the Security application to turn off and lock your communicator with a password information that you put in the Owner Preferences displays the next time you turn on your communicator To enter the Owner Preferences Enter the text that you want to associate with your communicator in the Owner Preferences screen If you enter more text than can fit on one screen a scrol...

Page 194: ... sound move the ringer switch to the silent position before selecting a new ringer sound 3 Tap the SMS Tone pick list and select a ringer sound for incoming SMS messages 4 Tap the Vibrate check boxes to enable or disable the vibrate option for the corresponding ringer switch position Sound Mode and Silent Mode ShortCuts Preferences The ShortCuts Preferences screen enables you to define abbreviatio...

Page 195: ...Cut text 4 Hold Option and press Return to finish Tip To use a ShortCut enter the ShortCut symbol followed by the ShortCut characters See page 34 for details 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 4 Hold Option and press Return to finish Deleting a ShortCut If you no ...

Page 196: ...Page 196 Setting Preferences for Your Communicator ...

Page 197: ...HotSync operation via the infrared port the built in wireless modem or a network See page 78 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options 1 Click the HotSync Manager icon in the...

Page 198: ...ktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software Manual Monitors requests only when you select HotSync Manager from the Start menu Serial Port Identifies the port that your desktop software uses to communicate with the optional serial HotSync cable This selection should match the number of the port to which you connected the op...

Page 199: ...nchronizing a particular type of file because you don t use it In addition to the conduits for the applications on your communicator HotSync Manager includes System and Install conduits The System conduit backs up the system information stored on your communicator including keyboard ShortCuts The Install conduit installs applications on your communicator To customize HotSync application settings 1...

Page 200: ...enable infrared communication on your computer and your communicator and then perform an IR HotSync operation So there s no need to carry your cable when you re on the road with an infrared enabled laptop Preparing your computer for infrared communication To perform an IR HotSync operation the computer you want to synchronize with must have an enabled infrared port or be connected to an infrared d...

Page 201: ...tual infrared communi cation takes place between your computer and your communicator 6 Deselect all other check boxes in the Options tab 7 Click Apply and then click OK To enable infrared communication with Windows 2000 1 Click the HotSync Manager icon in the Windows system tray bottom right corner of the taskbar 2 Choose Exit to close HotSync Manager 3 In the Windows taskbar click Start choose Se...

Page 202: ...d port used for infrared communication In Windows 2000 you simply need to activate the infrared menu item To configure HotSync Manager for infrared communication with Windows 98 and Me 1 Click the HotSync Manager icon in the Windows system tray 2 Make sure Local Serial is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port list select the simulated port used for infrared ...

Page 203: ...er icon in the Windows system tray 3 Choose InfraRed from the HotSync Manager menu Performing an IR HotSync operation After you complete the steps to prepare for an IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 Press Option and then press Menu to access the Applications Launcher 2 Tap the HotSync icon 3 Tap Local 4 Tap the pick list below the ...

Page 204: ...mage transfer tab and select the Use Wireless Link to transfer images from a digital camera to your computer check box The next time you want to perform a HotSync operation just press the HotSync button on the cable You can leave the HotSync application on your communicator set to perform IR HotSync operations and still use the cable This is useful if you perform HotSync operations with both your ...

Page 205: ...and from the HotSync Manager menu choose Modem 3 Adjust the following options as needed 4 Click OK Serial Port Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Speed Determines the speed at which data is transferred Try the As Fast As Possible rate first and adjust downward if you experience problems This setting a...

Page 206: ...o your company s dial in server network modem instead of connecting to a computer modem see page 208 6 Enter the telephone number to access the modem connected to your computer 7 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box Tip You can enter a comma in the field to introduce a pause in the dialing sequence Each comma equals a two second p...

Page 207: ...to synchronize during a wireless HotSync operation The default setting is to synchronize all files Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Hold Option and press Return to finish Performing a wireless HotSync operation After you prepare your computer and your communicator and select your Conduit Set...

Page 208: ...erver support TCP IP Your System Administrator has this information You have a remote access account If you don t have an account consult your System Administrator Everything you need to connect to your company s dial in server network modem is included with HotSync Manager and the software on your communicator You need to activate the feature however in HotSync Manager and on your communicator To...

Page 209: ... network HotSync operation via a LAN you do not need to prepare your communicator and can skip to page 210 1 Press Option and then press Menu to access the Applications Launcher 2 Tap the HotSync icon 3 Press Menu 4 Under Options select Modem Sync Prefs O 5 Tap Network 6 Hold Option and press Return to finish Note See the section that begins on page 182 for information on configuring Network HotSy...

Page 210: ...cted to a computer on the LAN 2 Press the HotSync button on the cable HotSync Manager finds your primary computer on the LAN and synchronizes with the data on your primary computer Using File Link The File Link feature enables you to import PhoneBook and Memo Pad information onto your communicator from a separate external file such as a company phone list HotSync Manager stores the data in a separ...

Page 211: ...ime HotSync operation before you assign a User ID to a particular communicator To create a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New 5 Enter a unique name for the profile and click OK 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to Palm Desktop software 7 Select the profile from the User ...

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

Page 213: ...Take care not to drop your communicator or subject it to any strong impact Do not carry your communicator in your back pocket if you sit on it the glass may break Protect your communicator from temperature extremes Do not leave your communicator on the dashboard of a car on a hot day and keep it away from heaters and other heat sources Do not store or use your communicator in any location that is ...

Page 214: ... to reset your communicator as described in the next section After you reset your communicator perform a HotSync operation to restore the data from your computer Resetting your communicator Under normal circumstances you will not have to use the reset button On rare occasions however your communicator may no longer respond to buttons or the screen In this case you need to perform a reset to get yo...

Page 215: ...iously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Press and hold the power button on the top of the communicator 2 While holding down the power button use the reset tool or similar object without a sharp tip to gently press and release the reset button 3 When the system screen appears release the power button 4 When a message appears on the communic...

Page 216: ...ger menu choose Custom 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change 6 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other ap...

Page 217: ...alm Desktop software will not install successfully Disable any anti virus software close any open applications or utilities and then perform the installation again If you are installing on a computer at your workplace make sure your System Administrator grants you the rights to install software If you are still having problems installing the Handspring software try these steps 1 Download the lates...

Page 218: ...ting on top of your communicator The setting turns off all sounds on your communicator Check the System Sound setting See page 181 for details My communicator has frozen This is most commonly attributed to conflicts with third party software Try each of these in turn Perform a soft reset See page 214 for details Delete any application you recently installed See page 44 for details Perform a warm r...

Page 219: ... default unlocking code PIN and then tap OK In North America the default unlocking code is usually 1234 or 1111 If this doesn t work contact your wireless service provider Note It is actually your SIM card that is locked not your Treo If you see the Unblock Phone screen instead of the Unlock Phone screen you entered the unlock code PIN incorrectly three times and your Treo is now blocked Contact y...

Page 220: ...te calls even though you are registered to the network I can t dial international numbers For security purposes some wireless service providers require you to enable international calling on your account Call your wireless service provider for details Call waiting doesn t work Enable call waiting in the Call Preferences dialog See the section that begins on page 101 for details If the problem pers...

Page 221: ...download AOL for Palm from www aol com anywhere pda palm palmaol to retrieve e mail AOL does not support web browsing with Blazer Some phone numbers don t appear in the SMS Lookup Make sure the number you want is identified as a mobile number in your Contacts list Only mobile phone numbers and e mail addresses appear when you use the SMS Message Manager Address by Last Name Lookup feature I can t ...

Page 222: ...culty sending long SMS messages to your own phone number Try sending long messages as a series of smaller messages instead I get an error when making data calls Check with your wireless service provider to make sure that data services are enabled on your account Verify that you are in a coverage area The SIM Book application won t open Make sure your SIM card is inserted in your Treo and that wire...

Page 223: ...e Items is selected I am having problems listing memos the way I want to see them If you cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your communicator still appear in the order def...

Page 224: ... HotSync Manager icon and make sure that the Local USB option has a check next to it If you are using an optional serial cable make sure that the Local Serial has a check next to it then select Setup and confirm that the COM port setting matches the port where you attached the serial cable Make sure the cable is connected securely to your computer and your communicator Make sure you are using the ...

Page 225: ...does not shut down automatically as part of an energy saving feature Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line Make sure Modem is checked in the HotSync Manager menu Make sure the modem you are using with your communicator has an on off switch Your communicator cannot wake up a modem that has an auto off feature Make sure the modem is c...

Page 226: ... I cannot beam data to another IR equipped Palm OS device Confirm that your communicator and the other device are between ten centimeters approximately 4 and one meter approximately 39 apart and that the path between the two devices is clear of obstacles Beaming distance to other Palm OS devices may be different Check the General Preferences screen and make sure the Beam Receive setting is on Move...

Page 227: ...ty to delete the password If you do this your communicator deletes all entries marked as private You can however perform a HotSync operation before you delete the password the HotSync process backs up all entries whether or not they are marked private In this case the following procedure restores your private entries and lets you access them 1 Use the Palm Desktop software and the cable to synchro...

Page 228: ...Page 228 Troubleshooting Tips ...

Page 229: ... Expense Type Vendor Note Amount When you perform a HotSync operation between your communicator and Palm Desktop software on your computer the Expense data is stored on your computer in a file named Expense txt When you open the Expense application in Palm Desktop software an Excel macro starts and populates an expense template with your data based on the rules specified in a spreadsheet file name...

Page 230: ...ile provided that the expense type corresponds to your communicator data For example you can change Snack to Munchies and then all items entered on your communicator as Snack map to the cell s labeled Munchies 4 From the File menu choose Save As 5 Click the Save as type drop down list and choose Template xlt 6 Navigate to the Template folder in the Palm Desktop software directory Note If you do no...

Page 231: ... Examples of both Fixed and Variable labels appear in the sample expense templates Sections A Section is an area of the report that has common formatting It is common for an Expense report to have more than one Section For example the following sample Expense Report named Sample3 xlt contains several Sections Because your Expense data maps to row and column areas of your final report different Sec...

Page 232: ...able Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns Place a copy of your custom Expense Report in the Template folder in the Palm Desktop software directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Programm...

Page 233: ...umber of Sections Each row in a table defines how your communicator data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes even though it is not a separate section in your template You may add or delete rows as necessary so that the total number of rows corresponds to the numb...

Page 234: ...e placed In the Dates cell enter the number of blank columns or rows separating the date fields If there are no blank columns or rows between date entries leave this number set to zero In the Start Day cell enter the day of the week that starts the expense reporting period Enter a three character abbreviation for the day e g Sun Mon Tue In the Day cell enter the row or column number where all the ...

Page 235: ...e An example of this would be meals that encompass breakfast lunch dinner and snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report 14 Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description 15 Mark a Section for prepaid expenses yellow column If a...

Page 236: ...s in tab delimited format Expense file details The Expense txt file contains four groups of data It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countr...

Page 237: ...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 commands as part of the login script when entered in the following format cr Sends or receives a carriage return lf Sends or receives a line feed For example the s...

Page 238: ...Page 238 Non ASCII Characters for Login Scripts ...

Page 239: ...a code if necessary For example you would use 67 16505551234 for the first code in the first chart 3 Press Return to send the command Forwarding calls when your communicator is busy Code What it does 67 number_to_ forward_to Forwards all calls you receive while you are busy on another call to the number you entered This option typically forwards calls when you ignore a call when you are on a wirel...

Page 240: ...mber_to_ forward_to Forwards all calls you receive when your communicator is unreachable This option typically forwards calls when wireless mode is off or your communicator is outside a coverage area 62 Reports whether you activated the call forwarding for calls when your communicator is unreachable option 62 Deactivates the call forwarding for calls when your communicator is unreachable option an...

Page 241: ...erference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect the equipment into an outlet or circuit different from that to which the receiver is con...

Page 242: ...a when the radio is IN USE Holding the antenna affects call quality and may cause the radio to operate at a higher power level than needed Interference to Medical and Personal Electronic Devices Most but not all electronic equipment is shielded from RF signals and certain electronic equipment may not be shielded against the RF signals from your Treo communicator Pacemakers The Health Industry Manu...

Page 243: ... satisfactory operation of the equipment and for the safety of the personnel it is recommended that no part of the human body be allowed to come to close to the antenna during operation of the equipment General Safety Information As with other mobile radio transmitting equipment users are advised to heed all posted warnings on the use and operation of Treo and to turn off your device in any area w...

Page 244: ...Page 244 Other Product Information ...

Page 245: ...oving 44 security 46 SIM Phonebook 61 SIM Services 62 SMS Messaging 55 To Do List 56 viewing as icons 41 viewing as list 41 See also Add on applications Applications Launcher 39 41 Appointments See Date Book Plus Archive files importing data from 36 for main applications 36 saving deleted records 65 saving purged records 66 Automatic fill in Expense 169 Auto off delay 181 Autotext See Keyboard Sho...

Page 246: ...94 adding to Speed Dial list 94 deleting items 94 dialing from 94 displaying 93 incoming calls 93 missed calls 93 100 outgoing calls 93 purging 94 Call Waiting disabling 186 206 Caller ID 95 97 100 102 Calling card using in phone settings 186 206 Calls 3 way 98 active 95 97 answering 95 96 answering call waiting 97 conference 98 forwarding 99 239 ignoring 95 incoming 93 95 99 missed 93 100 outgoin...

Page 247: ...contact entries 89 90 currency symbols 164 custom fields in PhoneBook 103 Date Book Plus events 105 Expense items 162 expense reports in Excel 166 168 memos 148 notes for records 77 records 63 To Do List items 144 Currency default 169 defining 164 for Expense items 164 Current date 23 223 Current time 39 displaying in Date Book Plus 111 setting 23 Customizing categories 69 currencies and symbols 1...

Page 248: ...ware 26 linking to external files 210 removing 46 saving deleted data to an archive file 65 system requirements 12 upgrading 12 See also PIM Dial Pad dialing numbers 89 icon 89 239 Dialing applications 102 emergency numbers 100 from Call History 94 from Contacts list 91 from SIM Book 172 last number 99 previous numbers 89 93 with Dial Pad 89 with Speed Dial 86 Digitizer 20 180 218 Display control ...

Page 249: ...em sounds 182 Glossary See Keyboard ShortCuts GSM codes 239 H Handheld mode 19 Hard reset 215 Headset connecting 24 Headset jack 15 Help Keyboard 65 online tips 22 Hiding records 75 See also Private records Hold button 97 HotSync buttons preferences 176 conduits for synchronizing applications 199 200 216 customizing 199 defined 78 first time operation 79 80 211 212 HotSync Manager 78 IR operation ...

Page 250: ...n keyboard 35 Light see LED 16 Linking external file 210 with desktop software See HotSync List Date Book Plus view 114 List in Applications Launcher 41 Locking communicator with a password 48 193 records See Security Login scripts 190 237 Looking up PhoneBook data to add to other records 71 72 scrolling in Contacts view 70 Looking up See Finding Lost communicator contact for 90 Lost records 223 L...

Page 251: ...cting 187 connection type 188 idle timeout 188 login scripts 190 name 84 password 183 phone settings 185 preferences 182 193 primary DNS 189 secondary DNS 189 selecting service 182 status 16 TCP IP 182 user name 183 voicemail number 85 Network HotSync operation 208 Network status 99 Notes attaching to records 77 See also Memo Pad Numbers decimal point and thousands separator 181 entering 30 onscre...

Page 252: ...ommunicator 27 PIN 219 Ports IR on communicator 200 Ports See USB port and Serial port Power button 16 19 PPP 187 PRC application file extension 43 Preferences 22 Blazer 132 Buttons 176 Call 102 choosing 42 Connection 177 dialing 102 Digitizer 180 Formats 180 General 181 HotSync buttons 176 Network 182 193 Owner 193 ShortCuts 194 Primary DNS 189 Printing expense reports from Excel 166 168 records ...

Page 253: ...46 49 changing password 47 deleting password 47 displaying owner s name 193 forgotten password 49 locking the communicator 48 private records 75 Selecting date for event 105 phone numbers in Contacts list 92 text 64 65 Sending data See Beaming information Serial port 12 17 198 205 224 225 Service templates 187 191 Service selecting for network 182 Settings See Preferences ShortCuts backing up 199 ...

Page 254: ...pport 227 Templates 139 for Date Book Plus 117 for expense reports 167 Text copying 65 cutting 64 entry See Entering data finding 69 fonts for 78 importing data from files 36 selecting all 65 Thousands separator 181 Time alarm setting 108 format 181 setting current 23 setting event 105 start and end for Date Book Plus Day view 119 Time bars in Date Book Plus 120 Time stamps 116 Tips online 22 To D...

Page 255: ...nc Upgrading Desktop software 12 USB connector 17 HotSync operations 224 port 25 User name for ISP 183 identifying communicator 193 User profiles 211 V Vendor for Expense item 164 Vibrate 194 Voicemail 85 95 100 icon 84 Volume 15 W Warm reset 215 Web pages bookmarking 127 viewing 125 Web sites 27 Week Date Book Plus view 111 112 181 223 Week with Text Date Book Plus view 112 Windows 95 NT 12 24 22...

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