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Chapter 5

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Options menus

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message, creating, or viewing the iMessenger List.

About
iMessenger

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iMessenger List

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Summary of Contents for VII

Page 1: ...2004 Any information in this manual pertaining to Palm Net PQAs web clipping applications MyPalm and the WAP Browser is not applicable after that date For wireless email and web browsing we recommend you migrate to a palmOne smartphone We can help you do this Click here to learn how to upgrade to a new solution ...

Page 2: ... this software 3Com Corporation and its subsidiaries 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 to protect against data loss Important Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying s...

Page 3: ...things done 18 Elements of the organizer interface 19 Opening applications 20 Using menus 23 Three ways to enter data 25 Customizing your organizer 29 Chapter 2 Entering Data in Your Palm VII Organizer Using Graffiti writing to enter data 31 Writing Graffiti characters 31 Graffiti tips 33 The Graffiti alphabet 34 Writing capital letters 35 Writing numbers 35 Graffiti numbers 36 Writing punctuation...

Page 4: ...ving Palm Desktop software 52 Security 53 Assigning a password 53 Changing or deleting a password 54 Locking your organizer 54 Recovering from a forgotten password 55 Chapter 4 Using Your Basic Applications Overview of basic applications 58 Date Book 58 Address Book 59 To Do List 60 Memo Pad 61 Calculator 61 Expense 62 Common tasks 63 Creating records 63 Editing records 63 Deleting records 65 Purg...

Page 5: ...ation138 Opening the iMessenger application 139 Checking for and viewing messages 140 Opening and reading messages 141 Creating messages 146 Rerouting replies to your messages 150 Adding a signature to your message 151 Sending messages 151 Editing an unsent message 152 Draft messages 153 Filing a message 154 Deleting messages 155 Removing a message from the Deleted folder 155 Purging deleted messa...

Page 6: ...ing HotSync application settings 192 HotSync operations via a modem 194 Preparing your computer 194 Preparing your organizer 195 Selecting the conduits for a modem HotSync operation 196 Performing a HotSync operation via a modem 197 HotSync operations via a network 198 Connecting to your company s dial in server 198 Using File Link 200 Creating a user profile 200 Chapter 8 Setting Preferences for ...

Page 7: ...tCut 226 Wireless preferences 227 Proxy 227 Sending ID or location information 228 Appendix A Maintaining Your Organizer Caring for your organizer 229 About the AAA batteries 230 Automatic recharging of the transmitter 231 Proper use of the antenna 233 Resetting your organizer 235 Performing a soft reset 235 Performing a hard reset 236 Appendix B Frequently Asked Questions Software installation pr...

Page 8: ...ications other than Microsoft Excel 260 Expense file details 261 Appendix D Non ASCII Characters for Login Scripts Use of char 263 Carriage return and line feed 263 Literal characters 264 Palm Net Service Agreement Warranty and Other Product Information Palm Net service agreement 265 Limited warranty 273 3Com end user software license agreement 276 FCC Statement 279 Canadian RFI Statement 279 Inde...

Page 9: ... and personalizing your organizer with your own preferences This book is designed to help you get up and running quickly on your organizer The beginning chapter explains the following All the parts of your organizer The Palm VII interface The Palm VII wireless features Entering data Setting up security and other preferences After you become familiar with the basic functionality you can use the res...

Page 10: ...Page 2 About This Book ...

Page 11: ...o do list The organizer can help you improve your track record in all these areas both at work and at home You can enter all your schedule details in Date Book so you can view them by the day week or month you can even set an alarm to remind you of important meetings Keep all your contact names addresses phone numbers and other details in Address Book so you can find them as soon as you need them ...

Page 12: ...ffice System requirements To install and operate Palm Desktop software your computer system must meet the following requirements Minimum requirements Windows 98 Windows 95 or Windows NT 4 0 IBM compatible 486 computer or higher 8 MB RAM memory minimum 16 MB recommended required with Windows NT 4 0 20 MB available hard disk space VGA monitor or better the Quick Tour requires a 256 color video displ...

Page 13: ...hapter 2 to learn how to write Graffiti characters Application buttons Open the individual organizer applications that correspond to the icons on the buttons Date Book Address Book To Do List and Memo Pad See Buttons preferences in Chapter 8 for details on reassigning these buttons to activate any application on your organizer Tip If your organizer is turned off pressing any application button act...

Page 14: ...ht on or off You can assign the full screen pen stroke to activate the backlight See Pen preferences in Chapter 8 for more information IR port Uses infrared technology to transmit data to and receive data from other Palm Computing platform devices that also have an IR port See Beaming information in Chapter 6 for more information Antenna Gives you access to the Palm Net service See Chapter 5 for m...

Page 15: ...bout when and how to use the reset button Contrast control Adjusts the appearance of the screen for the clearest screen display Depending on the lighting conditions or temperature of the environment where you use your organizer you may need to adjust the setting of the contrast control Battery door Covers the AAA batteries that power your organizer and charge the transmitter See Installing the bat...

Page 16: ...ial port door Protects the serial port that fits into the connector of the organizer cradle The door ensures that the connection surface of the serial port remains clean and clear of debris Note When your organizer is in the cradle and the cradle is connected to your computer you can use HotSync technology to do a two way exchange of the data on your organizer and your computer Plug the connector ...

Page 17: ...clips in the battery compartment secure the batteries in place 3 Insert the battery door back into place so that it is flush with the back of the organizer and clicks into position Important Do not force the battery door When the batteries are correctly installed the battery door clips smoothly into place If you feel resistance when replacing the battery door make sure the door is aligned with the...

Page 18: ...th the wireless communication service This takes about 70 minutes As soon as the transmitter has been charged you can activate the service See Activating the Palm Net wireless communication service later in this chapter Your organizer turns on automatically and Setup begins Setup consists of a short series of screens that you complete to prepare your organizer for use Setup also lists the query ap...

Page 19: ...re later in this chapter Be sure to install the new software in the same folder as the old software 5 To prepare for the first HotSync operation that synchronizes your new organizer with your new Palm Desktop software go to the HotSync Manager and choose Custom Note Be sure your username appears in box at the top of the Custom dialog box If not select your username 6 For all conduits click Change ...

Page 20: ...ilt in HotSync technology you can fully synchronize the information on your organizer with the information on your computer It is a good idea to back up your data in case something happens to the data on your organizer Changes you make on your organizer or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following Work with your organizer ...

Page 21: ...kettes are write protected and then make backup copies of them When you finish install using the copies Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installer to place the files in their proper locations and to decompress the files To install Palm Desktop software 1 Exit any open programs including those that run automatically at startup Disable ...

Page 22: ...tallation program detects that you have Microsoft Outlook on your computer the program lets you choose between installing Palm Desktop software or installing the conduit for Outlook so that you can use that application as your PIM For information on the availability of conduit software for the PIM you use contact the vendor of your PIM or visit the web site http www palm com Palm Net wireless feat...

Page 23: ...net You re in a location that can receive a strong radio signal See Wireless problems in Appendix B for tips on eliminating obstacles to the signal To activate the Palm Net service 1 Read the brochure Choosing a Palm Net Service Plan included in the organizer package describing the monthly service plans Decide on a plan You can switch plans at any time 2 Prepare to enter the following information ...

Page 24: ... you access to information on the Internet Query applications give you access to a wide spectrum of practical Internet information news and business headlines travel information stock quotes sports scores restaurant reviews movie times and much more It s impractical however to browse the Internet from a small handheld computer and look at elaborate animated graphics laden web pages on a screen the...

Page 25: ...ty of your organizer to give you wireless Internet messaging Your organizer like a cellular phone uses a radio frequency to transmit and receive information Your organizer is part of the Palm Net network which receives and stores messages sent to you at your palm net address and delivers messages you send from your organizer to the recipient s Internet e mail address After you activate the wireles...

Page 26: ...the organizer can detect exactly which task you want to perform Important Always use the point of the stylus for tapping or making strokes on the organizer screen Never use an actual pen pencil or other sharp object to write on the organizer screen With your organizer turned on you can tap the organizer screen to do many operations such as the following Open applications Submit queries to the Inte...

Page 27: ...e air icon Icons Tap the icons to open applications menus and Calculator and to find text in the data of your basic applications abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field tap the dot to activate the numeric keyboard Check box When a check mark appears in a check box the corresponding option is active If a check box i...

Page 28: ... slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the previous and next pages by pressing the upper and lower portions of the scroll button on the front panel of the organizer Previous next arrows Tap the up...

Page 29: ...tegory To open an application 1 Tap the Applications icon 2 Tap the icon of the application that you want to open If you have many applications installed on your organizer tap the scroll bar to see all of your applications Tip To find an application quickly you can write the Graffiti character for the first letter of its name The Applications Launcher scrolls to the first application with a name t...

Page 30: ... in Chapter 8 for details When you install query applications they appear by default in the Palm Net category of the Applications Launcher The icons of query applications and all applications that use the antenna are easy to recognize They all have a dark diamond shape as their background and include the over the air icon Feel free to explore all your query applications to find out what kind of in...

Page 31: ...e Menu icon 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 Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to use The menus and menu commands that are available depend on the application that is currently open Also the menus and ...

Page 32: ...rea When you draw the Command stroke the word Command appears just above the Graffiti writing area to indicate that you are in Command mode For example to choose Select All in the Edit menu draw the Command stroke followed by the letter s Note Command mode is active for approximately two seconds so you must write the command letter immediately to choose the menu command Displaying online tips Many...

Page 33: ...lm Desktop software and then synchronizing with your organizer Onscreen keyboard When you create or edit a record in an application such as Address Book you can open the onscreen alphabetic and numeric keyboards to enter data After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information...

Page 34: ...anizer also includes Giraffe a game you can use to practice writing Graffiti characters See Installing and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing Backspace Carriage return Tab Caps lock Caps shift Tap here to display alphabet...

Page 35: ...ganizer and prefer to use the computer keyboard rather than the onscreen keyboard enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer If you already have data in a database on your computer you can import it into Palm Desktop software After the information is in Palm Desktop software perform a HotSync operation to synchronize your organizer with you...

Page 36: ...u have data stored in computer applications such as spreadsheets and databases or if you want to import data from another organizer you can transfer the records to your organizer without having to key them in manually See Importing data in Chapter 2 for more information ...

Page 37: ...tions icon 2 Tap the Preferences Prefs icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your organizer You make changes to the time and date in General preferences To set the current time 1 Tap the Set Time box 2 Tap the up or down ...

Page 38: ...n to Your Palm VII Organizer To set the current date 1 Tap the Set Date box 2 Tap the arrows to select the current year 3 Tap a month 4 Tap the current date Tap arrows to select year Tap to select month Tap to select date ...

Page 39: ...ters Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type on a standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing If you draw the character shape exactl...

Page 40: ...rite Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and you must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some...

Page 41: ... in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your organizer does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area Press firmly To delete characters simply set the insertion point...

Page 42: ...Page 34 Entering Data in Your Palm VII Organizer The Graffiti alphabet Letter Strokes Letter Strokes A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period tap twice ...

Page 43: ...ter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the organizer screen If you accidentally activate Caps Shift backspace will cancel it To enter only capital letters Caps Lock Use the Caps Lock stroke Tip When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the organizer screen To return to low...

Page 44: ...n marks begin with a single tap on the Graffiti writing area When you make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Punctuation Sh...

Page 45: ... numbers side Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer When the Symbol Shift is active a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Symbol Shift tab Symbol Shift X c Y ƒ ...

Page 46: ...ample the following diagram shows the strokes required to draw an accented e Accent strokes Using these accent strokes you can write the following accented letters à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ý ÿ ñ Additional non English characters You can write the following characters without any special punctuation or shifting Note You must write these non English characters in the left side o...

Page 47: ...veral 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 ShortCuts preferences in Chapter 8 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut sy...

Page 48: ...tering Data in Your Palm VII Organizer Your organizer includes the following predefined Graffiti ShortCuts Entry ShortCut Date stamp ds Time stamp ts Date time stamp dts Meeting me Breakfast br Lunch lu Dinner di ...

Page 49: ...switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place the text in the record Using your computer keyboard 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 to enter information You can then perform a HotSync operation to synchroni...

Page 50: ...ok archive aba To Do List archive 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 organizers based on the Palm Computing platform 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 that contain a field wi...

Page 51: ... deselect the check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your organizer perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data ...

Page 52: ...Page 44 Entering Data in Your Palm VII Organizer ...

Page 53: ...installed on your organizer appear in the Applications Launcher See Opening applications in Chapter 1 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your organizer to switch to another application Your organizer automatically saves your work in the current application and displays it when you...

Page 54: ... Done To display applications by category 1 Tap the Applications icon 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and se lect the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alte...

Page 55: ...Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all appl...

Page 56: ...ganizer using the Install Tool You can also install additional applications on your organizer such as games and other software including more query applications Many third party applications are available for your organizer The web site http www palm net has more information about these applications Note Any game or application that you install on your organizer resides in RAM memory you can delet...

Page 57: ... 3 Page 49 3 Click Install Tip You can also access the Install Tool dialog box by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PDB PRC or PQA file extension ...

Page 58: ...ool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter 4 for details By default query applications a...

Page 59: ...t a new game or to set preferences for the game Removing applications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your organizer You can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your organizer To remove an ad...

Page 60: ...Windows Start menu choose Settings and then Control Panel 2 Double click the Add Remove Programs icon 3 On the Install Uninstall tab select Palm Desktop software 4 Click Add Remove Note You need to install the HotSync Manager from the installation CD ROM if you want to synchronize data with another PIM In the Setup Type dialog box select Custom then deselect all options except the HotSync option ...

Page 61: ... you mark as private You can hide private records with or without a password Without a password private records are hidden until you set the Security application to show them With a password you must enter the password to view the private entries See Making records private in Chapter 4 for information on making records private Assigning a password You can assign a password to protect your private ...

Page 62: ...d and tap OK To delete the password tap Delete Locking your organizer You can also lock your organizer so that you need to enter your password to operate it Important If you lock your organizer you must enter the exact password to re activate your organizer If you forget the password you need to perform a hard reset to resume using your organizer Performing a hard reset deletes all the records in ...

Page 63: ...d then enter the password Recovering from a forgotten password If you did not activate the Off Lock feature and you forget your password you can delete the password from your organizer Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your organizer restores your private entries th...

Page 64: ...Page 56 Managing Your Applications ...

Page 65: ...ivided into three sections Overview of basic applications briefly describes each application and explains how to open it Common tasks gives instructions on how to do tasks that you can do in most or all of the basic applications It s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar Application specific tas...

Page 66: ...onflicts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Set an alarm to sound prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your organizer Attach notes to individual events for a description or clarification of the entr...

Page 67: ... which phone number appears in the Address List for each Address Book entry Attach a note to each Address Book entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups To open Address Book Press the Address Book application button on the front panel of your organizer Address Book opens to ...

Page 68: ... Do List items to categories so that you can organize and view them in logical groups Sort your To Do List items either by due date priority level or category Attach notes to individual To Do List items for a description or clarification of the task To open To Do List Press the To Do List application button on the front panel of your organizer To Do List opens to display the category of items you ...

Page 69: ...an organize and view them in logical groups Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad Press the Memo Pad application button on the front panel of your organizer Memo Pad opens to display the last Memo Pad screen that you viewed Note Press the Memo Pad application button repeatedly to cycle through th...

Page 70: ...es amount spent payment method and other details associated with any money that you spend Assign expense items to categories so that you can organize and view them in logical groups Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Transfer your expense information...

Page 71: ...d 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record 6 In Address Book and Memo Pad only Tap Done There s no need to save the record because your organizer saves it automatically Editing records After you create a...

Page 72: ... of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your organizer You can paste the text you cut into another area of the current application or into a different application Copy Copies the selected text and stores it tem...

Page 73: ...f the item your organizer transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In the Details dialog box of the application tap Delete and then tap OK Delete the text of the record Note In Date Book if you delete the text of a repeating event you delete all instances of that eve...

Page 74: ...er 6 Purging is not available in Address Book or Memo Pad You must delete unneeded records from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the se ries ends before the date tha...

Page 75: ... a network or a Palm Modem accessory See Chapter 7 for information about performing HotSync operations via a modem or network Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information on both the organizer and Palm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your organizer and d...

Page 76: ...HotSync Manager is not running start it on the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager Alternatively you can start the Palm Desktop software 3 Press the HotSync button on the cradle Note If you are using an optional HotSync cable instead of a cradle click the HotSync Manager icon in the Windows system tray ...

Page 77: ... message on your organizer indicating that the process is complete After the HotSync process is complete you can remove your organizer from the cradle Categorizing records Categorize records in the Address Book To Do List Memo Pad and Expense applications so that they are grouped logically and are easy to review You can also categorize applications See Using the Applications Launcher in Chapter 3 ...

Page 78: ...plication Address Book 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 according to different business trips Note The illustrations in this section come from Address Book bu...

Page 79: ...you want to view The List screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the organizer toggles through all the categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories Tap here Tap here ...

Page 80: ...e new category and then tap OK 5 Tap OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename ...

Page 81: ...this list to a record Address Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book the scroll button on the front pane...

Page 82: ...name the Look Up feature scrolls to the first letter of the company name 3 Tap the record to view its contents Using Find You can use Find to locate any text that you specify in any application except query applications To use Find 1 Tap the Find icon Tip If you select text in an application before you tap Find the selected text automatically appears in the Find dialog box 2 Enter the text that yo...

Page 83: ...arch after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Lookup Phone Lookup displays the Address List screen and lets you add information from that list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Sp...

Page 84: ...e last name Williams write the Graffiti characters for Wi and then the Phone Lookup Command stroke L Assuming you have only one Address Book record that begins with Wi your organizer inserts the full name Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected text Dr...

Page 85: ...Book that have data in the Company field 5 Select the name you want to add and then tap Add The name appears in the Attendees screen 6 Repeat steps 4 and 5 to add more names 7 Tap Done 8 Tap OK Sorting lists of records You can sort lists of records in various ways depending on the application Sorting is available in applications that have List screens Address Book To Do List Memo Pad and Expense T...

Page 86: ...en the application to display the List screen 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Do one of the following Address Book Tap the setting you want Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Tap OK To sort the Memo List manually tap and drag a memo to a new location in the list Note To make the list of your memos appear in Palm Desktop software as you...

Page 87: ...cords You can hide records that you mark as private If you define a password for your organizer you must enter it to display private records To hide private records 1 Tap the Applications icon 2 Tap Security 3 Tap Hide 4 Tap Hide to confirm that you want to hide private records To display private records 1 Tap the Applications icon 2 Tap Security 3 Tap Show If you do not have a password hidden rec...

Page 88: ... except Memo Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can attach a note with directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Address Book only Tap Edit 3 Tap Details 4 Tap Note 5 Enter your note 6 Tap Done A small note icon appears at th...

Page 89: ...To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes Choosing fonts In all basic applications except Expense you can change the font style to make text easier to read You can choose a different font style for each application Small font Large font Bold font ...

Page 90: ...pplications To change the font style 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Font 4 Tap the font style you want to use 5 Tap OK Tap here for small font Tap here for large font Tap here for bold font ...

Page 91: ...ule events that overlap but Date Book makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the list of times marked with a di...

Page 92: ... event is selected and then writing a number on the number side of the Graffiti writing area 4 Tap the time columns on the right side of the Set Time dialog to set the Start Time 5 Tap the End Time box and then tap the time columns to set the End Time 6 Tap OK 7 Tap a blank area of the screen to deselect the event A vertical line appears next to the time indicating the duration of the event Tap th...

Page 93: ...ove forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the organizer to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for...

Page 94: ...create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area 4 Enter a description of the event 5 Tap a blank area on the screen to deselect the untimed event Note If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen...

Page 95: ...re an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm tone sounds a reminder message also appears onscreen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details 3 Tap th...

Page 96: ...n until you turn on your organizer and tap OK to dismiss it Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days A birthday is a good example of an event that repeats annually Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day A busine...

Page 97: ... on which you change the setting are not changed and your organizer creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your organizer adjusts the end date to maintain the duration of the event If you change other repeat set...

Page 98: ...In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button 2 Tap the navigation controls to move forward or backward a week at a time or to display details of an event Note The Week View also shows untimed events and events that are before and after the range of times shown Tap the date Current time displays Week Vie...

Page 99: ...e span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that...

Page 100: ... mind Tap a day in the Month View to display that day in the Day View Tap the scroll arrows in the upper right corner to move forward or backward a month Tap Go to in order to open the date selector and select a different month Use the scroll button on the front panel of your organizer to move between months Press the upper half of the button to display the previous month the lower half to display...

Page 101: ...display options Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu ...

Page 102: ... Compress Day View Controls how times appear in the Day View When Compress Day View is off all time slots display When it is on start and end times display for each event but blank time slots toward the bottom of the screen disappear to minimize scrolling Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you ha...

Page 103: ...larm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of the alarm Remind Me Defines how many times the alarm sounds The choices are Once Twice 3 Times 5 Times and 10 Times Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes About Date Bo...

Page 104: ...are also has data import capabilities that enable you to load database files into Address Book on your organizer See Importing data in Chapter 2 and Palm Desktop online Help for more information To create a new Address Book entry 1 Press the Address Book application button on the front of your organizer to display the Address List 2 Tap New 3 Enter the last name of the person you want to add to yo...

Page 105: ...ing information tap Done Tip To create an entry that always appears at the top of the Address List begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your organizer Selecting types of phone numbers You can select the types of phone numbers or e mail addresses that you associate with an Address Book entry Any changes yo...

Page 106: ...ry whose details you want to change 2 Tap Edit 3 Tap Details 4 Select any of the following settings Show in List Select which type of phone or other information ap pears in the Address List screen Your options are Work Home Fax Other and E mail Category Assign the entry to a category Private Hide this entry when Security is turned on Address Book menus Address Book menus are shown here for your re...

Page 107: ...dress List screen or the Address View screen Record menus Options menus Preferences Remember last category Determines how Address Book appears when you return to it from another application If you select this check box Address Book shows the last category you selected If you clear it Address Book displays the All category Address List Address View Address List Address View ...

Page 108: ...elds These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address Book ...

Page 109: ...area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange 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 li...

Page 110: ...t item to remind yourself that you ve completed it You can set the To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do List item Tap the check box on the left side of the item Changing To Do List item details The To Do Item Details dialog box enables you to change setting...

Page 111: ...ox tap No Date to open the Due Date pick list 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the cur rent date No Date Removes the due date from the item Choose Date Opens the date selector where you can choose any date that you want for the item 3 Tap OK Tip If you turn on the Sh...

Page 112: ...r 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 ac tive 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 do not assign a due date to an item t...

Page 113: ...re for your reference and To Do List features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu About To Do List Shows version information for To Do List ...

Page 114: ...e front of your organizer to display the Memo List 2 Tap New Tip In the Memo List screen you can also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 3 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 4 Tap Done Reviewing memos The first line of a...

Page 115: ... reference and Memo Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo List or an individual memo Record menus Options menus Tap a memo to see its contents Memo List Memo screen Memo List Memo screen ...

Page 116: ...age Moves to the top first line of the memo Go to Bottom of Page Moves to the bottom last line of the memo Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad ...

Page 117: ... the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number that you add...

Page 118: ...ulator menus Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menus About Calculator Shows version information for Calculator ...

Page 119: ...ications icon 2 Tap Expense 3 Tap New Tip You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense List screen The first number you write begins your new Expense item 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list Note As soon as you select an expense type your organizer saves your ent...

Page 120: ...ing the date of an Expense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expense item To change the date of an Expense item 1 Tap the Expense item you want to change 2 Tap the date of the selected item 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item Th...

Page 121: ...y unit is defined in the Preferences dialog see See Options menu later in this chap ter You can also display up to four other common types of cur rency See Customizing the Currency pick list later in this chapter for more information Vendor and City Lets you record the name of the vendor usually a company associated with the expense and the city where the expense was incurred For example a busines...

Page 122: ... currency symbol 1 Tap the Menu icon 2 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note If you want to use your custom currency symbol as the default for all Expense items select the symbol in the Preferences dialog box I...

Page 123: ...xcel After you enter your expenses into the Expense application on your organizer Palm Desktop software enables you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the Palm VII organizer package The procedures in this section also assume that...

Page 124: ...h all of your Expense categories select All in the Categories group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to the date of the last HotSync operation 5 Do one of the following Click Print to display the expense report in the Print Preview window and...

Page 125: ... The templates have the extension xlt 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 compan...

Page 126: ...as necessary for your expense report 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this book are described here See Usin...

Page 127: ...an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE Default currency Sets the default currency symbol for Expense About Expense Shows version information for Expense ...

Page 128: ...Page 120 Using Your Basic Applications ...

Page 129: ...ipping and wireless Internet messaging This chapter describes those features and explains how to use them Important Whenever you use the wireless features of your organizer please observe the guidelines or prohibitions on the use of wireless devices in your current location For example when you are on an airplane do not raise the antenna or use the wireless features at times when the Federal Aviat...

Page 130: ...you set up your organizer and install Palm Desktop organizer software give you access to the following kinds of information traffic and weather conditions airline hotel and restaurant information locations of automatic teller machines driving directions stock market data movie listings availability of tickets to local events business and general news definitions spelling and synonyms of words and ...

Page 131: ...many choices offered by a web site But when you re in a car or on the street and need information fast a query application on your organizer makes it easy to find the specific information you need Adding more query applications When you set up your organizer you find that several query applications have been preloaded onto your organizer ...

Page 132: ...ess you specify When you activate the Palm Net wireless communication service you acquire an address on the network for example username palm net Then whenever you re within coverage of the network you can communicate with anyone who has an Internet e mail account Important The iMessenger application is completely independent of the Mail application Mail does not use the transmitter or the Palm Ne...

Page 133: ...ipped with next generation encryption technology from Certicom This encryption technology is used to secure your credit card number when you activate the Palm Net service It is also used by various query applications to secure the transmission of sensitive information such as messages and passwords that are sent over the Palm Net network Data is protected both when sent from your organizer over th...

Page 134: ...s are available on the web site Coverage maps Review detailed maps that show where Palm Net coverage is available You can also look up a ZIP code to see if an area is within coverage Go here if you want to report an area where the signal strength is too weak to perform wireless transactions My Account Check the current status of your account in both summary and detailed day by day form Go here to ...

Page 135: ...cation icon You can do the following in the query application Check a summary of the current status of your account Read Customer Support topics Submit a question or comment to Customer Support Improving signal strength Radio signals can be blocked by many kinds of objects in the environment Trying to perform wireless transactions using a weak signal requires more power from your batteries If you ...

Page 136: ...er represents signal strength as a percentage The higher the number the stronger the signal You can also monitor signal strength from within query applications and the iMessenger application A small version of the same bar graph you see in the Diagnostics application appears onscreen when you re performing a wireless transaction Using query applications In general web clipping is a simple process ...

Page 137: ... the specific piece of information that you requested Opening query applications When you install query applications they appear by default in the Palm Net category of the Applications Launcher The icons of query applications are easy to recognize They all have a dark diamond shape as their background and include the over the air icon Feel free to explore all of your query applications to find out...

Page 138: ...m as you use any of the basic applications The skills you learn in other applications can be applied to working in query applications Query applications are similar to basic applications in the following ways You tap to select an item or perform an action just as you do in other applications on your organizer You use Graffiti writing or the onscreen keyboard to enter text Elements of the interface...

Page 139: ...he over the air icon initiates a wireless transaction Typically you incur a cost whenever you perform a wireless transaction This cost takes the form of either 1 a deduction from the kilobytes included in your monthly plan or 2 if your monthly kilobytes have been used up an additional charge Consult http www palm net or the Palm Net query application for details on billing Simply reviewing the con...

Page 140: ... the Stop icon appears onscreen Important You incur a cost for any data that is downloaded to your organizer or sent to the Palm Net server Reviewing current queries and clippings Back arrow Your organizer stores the queries and clippings of your current session so that you can review them Use the Back arrow to review the pages you displayed since you opened the query application To go back to a p...

Page 141: ...tically opens the Applications Launcher to the Palm Net category If you moved the Yahoo People Search query application go to that category 2 Tap the Yahoo People Search icon 3 Tap the First Name edit line and enter the first name of a person whose address and phone number you want to find You can use Graffiti writing or the onscreen keyboard to enter data 4 Enter the last name of the person and t...

Page 142: ...ou want to find the address of the person tap the Show Addresses check box to select it 7 Tap Search Within seconds your clipping appears In this case the query application found two items that satisfy your query How big was that clipping After you receive a clipping you can find out the size of the clipping by tapping the title area of the screen If you see two exclamation points there the clippi...

Page 143: ...n that query application Note You do not incur a cost when you review clippings in the History list To review the History list 1 Open the query application that has clippings you want to review 2 Tap the History pick list 3 Select the clipping you want to review Saving information from a query application You can copy the text in a clipping or a page of a query application and paste it into anothe...

Page 144: ...s more than 4KB of data your organizer appends the word truncated to the end of the pasted text The Copy Page command does not copy images or icons table structures or text formatting such as bold italics and so on Sending e mail from a page If a query application or clipping gives you the opportunity to reply to an e mail address you can do so To send e mail from a page 1 Tap the address displaye...

Page 145: ...wn here for your reference and query application features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menu About Web Clipping Shows version information for the web clipping technology that supports query applications ...

Page 146: ...oming messages Create outgoing messages and drafts of messages Send messages to any Internet e mail address directly from your organizer The iMessenger application differs from the Mail application The iMessenger application is completely independent of the Mail application You use them differently and they do not interact in any way You do not have to choose between Mail and the iMessenger applic...

Page 147: ...r You work only with your organizer to create send receive and otherwise manage messages Synchronizing with your computer does not transfer iMessenger messages to your desktop E Mail application Opening the iMessenger application 1 Raise the antenna located on the right side of your organizer Raising the antenna automatically opens the Applications Launcher to the Palm Net category When the transm...

Page 148: ...eck for new messages Tap Check Send Tapping Check Send accomplishes two actions Downloads messages that are waiting for you on the network Sends out messages that are in the iMessenger Outbox A Transaction Progress message box appears onscreen and tracks the progress of the transaction The iMessenger application downloads no more than ten messages at a time to your organizer The Transaction Progre...

Page 149: ...ng and reading messages A message is downloaded from the network in compressed characters When you open the message the characters are converted to an uncompressed readable form The message arrives in segments each comprising 500 readable characters Note You are charged for the number of bytes downloaded as compressed characters not by the number of readable characters Short messages and long mess...

Page 150: ...00 50 000 characters The first 500 characters are downloaded A message at the end tells you how many readable characters are left to be retrieved You can download as much of the rest of the message as you want or ignore what s left More than 50 000 characters Palm Net service returns the message to the sender as undeliverable Marks the end of a message Tap right arrow to view the next message left...

Page 151: ...f the screen tap More The Retrieve More dialog box appears 2 Do one of the following For a message with fewer than 500 characters left tap Get Rest For a message with more than 500 characters left a different Retrieve More dialog box appears Tap one of the following Get Next Retrieves the next 500 characters of the message Get Rest Retrieves all the remaining text of the message Tap here Indicates...

Page 152: ...s of a long message at one time From the time you download the first 500 characters you have a maximum of 30 days to download the remainder of the message Then it s deleted from your mailbox on the Palm Net network Displaying header information Complete header information includes the distribution lists and the From Subj and Date fields By default the iMessenger application displays abbreviated he...

Page 153: ...username palm net always appears as the first address in the distribution list you are part of After your address is downloaded as much of the remaining information in the distribution lists is downloaded up to the maximum 300 characters in the following order the To CC and BCC fields Attachments The iMessenger application does not support attachments with one exception If an attachment is a simpl...

Page 154: ...lication you identify the recipient s of the message define a subject and create the body of the message Note A new message in the iMessenger application does not have CC copied or BCC blind carbon copy fields You can however add as many names to the To field as you like You create original messages and replies in the New Message screen All messages must at the very least contain information in th...

Page 155: ...ess in the To field separate the addresses with commas or spaces or enter each address on its own line 3 Tap the Subj field and enter a subject for your message Or tap 123 in the Graffiti writing area Then tap on the numeric keyboard Then make this stroke Tap once in the Graffiti writing area to activate Punctuation Shift A dot appears ...

Page 156: ...senger List to display it onscreen 2 Tap Reply 3 Select whom you want to reply to Sender only or Forward for someone who didn t see the original message Note Although the iMessenger application does not have a reply to all option you can add as many names to the To field as you like 4 Select whether you want to include original text and if so whether you want to insert comments within the original...

Page 157: ...on whose address you want to find 3 Tap Lookup 4 If the letters you enter identify a unique listing from your Address Book your organizer completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Gr...

Page 158: ...different address for recipients to use To reroute replies to your messages 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 In the edit line for Reply To Address enter the address where you want to receive replies to your messages 4 Tap OK When recipients reply to your message their e mail application automatically uses the Reply To address that you specify Note The iMessenger applica...

Page 159: ... and then tap Preferences 3 Tap Signature 4 Enter the text of your signature 5 Tap Done To add a signature to your message 1 In the new message you re creating position the blinking cursor where you want to insert your signature 2 Tap the Menu icon 3 Tap Options and then tap Add Signature Tip You can also add your signature to the message by using the Graffiti Command stroke Z The signature appear...

Page 160: ...have more messages to write repeat steps 1 and 2 4 Tap Check Send when you re ready to send the messages waiting in the Outbox To cancel a wireless transaction In the Transaction Progress message box tap Cancel Important You incur a cost for any data that was sent to the server or downloaded before you tapped Cancel You can check the log to see which messages were sent To view a log of the most re...

Page 161: ...ion before sending it Your organizer stores such messages in the Draft folder until you are ready to edit them again Note When you re creating or editing a message you can also save the item as a draft by canceling it When you cancel a message your organizer opens a dialog box asking if you want to save the message If you tap Yes your organizer saves the message in the Draft folder To save a messa...

Page 162: ...hanges 4 Do one of the following Tap Cancel and then Yes to save the message again as a draft Tap Check Send to send the message Tap Outbox to move the item to your Outbox folder Filing a message Your organizer can store any message you receive or create in the Filed folder To file a message 1 Open the message 2 Tap the Menu icon 3 Tap Message and then tap File To remove a message from the Filed f...

Page 163: ...ow to manage the size of the Deleted folder See Your Palm Net mailbox later in this chapter to learn about the storage and deletion of messages in your mailbox on the network To delete a message 1 Open the message you want to delete 2 Tap Delete Removing a message from the Deleted folder You can remove a message from the Deleted folder and work with it again To remove a message from the Deleted fo...

Page 164: ...ains messages downloaded from the network Outbox Contains messages for which you tapped Outbox when you created them Messages in the Outbox are sent out when ever you tap Check Send Deleted Contains messages you deleted Purge these messages to free space on your organizer Filed Contains messages you want to store on the organizer Draft Contains messages you created but are not yet ready to send 2 ...

Page 165: ...y date and displays the most recent message at the top of the screen Sender Sorts by sender s user name and displays messages in ascending alphabetical order based on the first word of the From field Subject Sorts by subject and displays messages in ascending al phabetical order based on the first word of the Subj field 4 Tap OK Your Palm Net mailbox Your mailbox on the Palm Net network has a stor...

Page 166: ... have all messages that are delivered to your Palm Net mailbox also delivered to another address Go to the My Account area of the web site http www palm net and follow the instructions onscreen for identifying a forwarding address This can be useful if you want to be able to retrieve attachments that are sent to you Keeping a copy of messages you send You can keep a copy of your outgoing iMessenge...

Page 167: ...er application Important Synchronize immediately after you do a hard reset in order to restore the record of what messages were on your organizer before the hard reset Then the next time you use the Check Send command only messages you have not read yet are downloaded from the network See Performing a hard reset in Appendix A for more information To enable synchronization of the iMessenger applica...

Page 168: ...icon a dash check mark or diamond at the left to open a menu of commands that you can use in the current context Message menus The Message menu varies depending on whether you are viewing a message creating a message or viewing the iMessenger List Tap to open pop up menu iMessenger List New Message View Message ...

Page 169: ...enus The Options menu varies depending on whether you are viewing a message creating or viewing the iMessenger List About iMessenger Shows version information for the iMessenger application iMessenger List New Message View Message ...

Page 170: ...Page 162 Query Applications and the iMessenger Application ...

Page 171: ...r lets you send data from your organizer including entire applications to any other Palm Computing platform device that s close by and also equipped with an IR port Managing desktop E Mail away from your desk Mail lets you manage the e mail that you send and receive through the E Mail application on your desktop computer You can read reply to compose and delete e mail on your organizer but to send...

Page 172: ...her Microsoft Windows Messaging 4 0 Microsoft Outlook 97 Microsoft Outlook Express QUALCOMM Eudora version 3 0 3 or higher and Lotus cc Mail versions 2 5 6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from your organizer by means o...

Page 173: ...our organizer and your desktop E Mail application Desktop overwrites handheld Replaces the mail on your organizer with the mail in your desktop E Mail application You should use this option only if for some reason the two inboxes get out of sync This setting applies for only one HotSync operation and then reverts back to the default setting Do Nothing Turns off communication between your organizer...

Page 174: ...6 Click OK Synchronizing Mail with your E Mail application After you enable and configure Mail you need to perform a HotSync operation to synchronize Mail with your desktop E Mail application For a complete explanation of HotSync technology see Chapter 7 Opening the Mail application on your organizer To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e mail items The Message List...

Page 175: ...ou select for all your e mail items To display full header information 1 Open an e mail item 2 Tap the complete header icon Tip To redisplay the abbreviated header tap the abbreviated header icon Creating e mail items You create e mail items with your organizer the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and c...

Page 176: ... user on the same network do not need to add Internet information such as mycorp com When you enter more than one address in the To field separate the addresses with commas or spaces or enter each address on its own line 3 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a com...

Page 177: ... it onscreen 2 Tap Reply 3 Select whom you want to receive the reply Sender only All recipients or someone who didn t see the original e mail item Forward 4 Select whether you want to include original text or comment original text 5 Tap OK 6 Enter the text of your reply Tip You have several options including setting the priority See Adding details to e mail items later in this chapter 7 Tap Send t...

Page 178: ...e letters you enter identify a unique listing from your Address Book your organizer completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L 5 Enter the first letter of th...

Page 179: ...Note The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Priority Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Read Re...

Page 180: ...ity pick list and select the priority you want 3 Tap OK Tip Your organizer can flag e mail items with a specific priority only if your desktop E Mail application supports this feature Sending a blind carbon copy To add a BCC field to your e mail item 1 Tap the BCC check box in the Message Details dialog box to select it 2 Tap OK Tap here Tap here Tap to select priority ...

Page 181: ...ny other text you want to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap the Signature text f...

Page 182: ... mail item is delivered 1 In the New Message screen tap Details 2 Select the Confirm Delivery check box to select it 3 Tap OK You won t receive a confirmation unless the e mail application to which you send mail also supports this feature Storing e mail to be sent later When you send e mail from your organizer it actually stores the e mail in the Outbox folder until the next time you synchronize y...

Page 183: ... Sometimes you may not want to send an e mail item immediately for example you may want to add additional information before sending it Your organizer stores such e mail items in the Draft folder until you are ready to edit them again Note When you re creating or editing an e mail item you can also save the item as a draft by canceling it When you cancel an item your organizer opens a dialog askin...

Page 184: ...t or tap Send to move the item to your Outbox folder Filing e mail Your organizer can store e mail you receive or create in the Filed folder The contents of this folder do not automatically synchronize with your desktop E Mail application during a HotSync operation Your organizer however stores a backup copy of the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Tap ...

Page 185: ...elete 3 If you selected the Preferences option to confirm deletion tap Yes Removing e mail from the Deleted folder You can reverse the deletion of an e mail item by removing it from the Deleted folder as long as you have not performed a HotSync operation or purged the contents of the Deleted folder To remove an e mail item you received from the Deleted folder 1 In the Message List tap Deleted from...

Page 186: ... to manage the way the Message List displays information Folders Your organizer provides folders for categorizing your mail The Message List displays the e mail items in the folder you select To select a folder 1 Tap the pick list in the upper right corner to open the list of folders Inbox Contains the e mail from your desktop E Mail application Inbox minus any that you have excluded using filteri...

Page 187: ...riority e mail items always appear first no matter how you sort the list To sort the Message List 1 In the Message List tap Show 2 Tap the Sort by pick list and select one of the following options Date Sorts e mail by date and displays the most recent e mail item at the top of the screen Sender Sorts e mail by sender s user name and displays items in ascending alphabetical order based on the first...

Page 188: ...e Menu icon 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync Note For more information about Local and Remote HotSync operations see Chapter 7 4 Tap the filtering option you want to apply All During synchronization all e mail items in your desktop E Mail Inbox synchronize with your organizer and all e mail items in your organize...

Page 189: ...zer The e mail item and any text information appear but the attachment is left in your desktop E Mail application 5 If you selected All Send only or Unread tap OK If you selected Filter continue to the next section Creating special filters You can create special filters to control the type of e mail items that download to your organizer during synchronization Special filters work on the premise of...

Page 190: ...ining Tells your organizer to include only the e mail items that meet the criteria you define and to ignore all other e mail items during synchronization This filter has the potential to block more e mail during synchronization because it downloads only one subset of e mail Defining filter strings E mail items are filtered based on the information contained in their To From and Subj fields The inf...

Page 191: ...out the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e mail items from John or Jack about any other subject When you define a string note that your organizer searches for any instance of that sequence of characters For example if you create a filter that retrieves only e mail items containing the string info your organizer considers info r...

Page 192: ...5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority e mail items 1 Tap the Filter box in the HotSync Options dialog box 2 Tap the Retrieve All High Priority check box to select it 3 Tap OK Note This setting is applicable only if your E Mail ...

Page 193: ...s separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box 2 Tap to select the truncation setting you want Tip If you select the maximum setting messages can be 8 000 characters longer messages are truncated If you select a lower value you ll have more room for e mail items 3 Tap OK Mail menus Mail menus are shown here for your reference and...

Page 194: ... on whether you are viewing an e mail item creating an e mail item or viewing the Message List Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version information for Mail Message List New Message View Message Message List New Message ...

Page 195: ... installed in RAM memory To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To beam a record business card or category of records 1 Locate the record business card or category you want to beam 2 Tap the Menu icon 3 Tap Record and then tap one of the follo...

Page 196: ... the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer To receive beamed information 1 Turn on your organizer 2 Point the IR port directly at the IR port of the transmitting device to open the Beam Status dialog box 3 Tap Yes 4 Wait for the Beam Status dialog box to indicate that the transfer is complete and then tap OK to display the ne...

Page 197: ...rk This chapter describes how to select HotSync options and perform a HotSync operation via a modem or network See Exchanging and updating data HotSync operations in Chapter 4 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync ...

Page 198: ...cradle and adjust the following options as needed Serial Port Identifies the port that HotSync Manager uses to communicate with the cradle This selection should match the number of the port to which you connected the cradle Note Your organizer cannot share this port with an internal modem or other device See Palm VII components in Chapter 1 if you have trouble identifying the serial port Speed Det...

Page 199: ...for more information 6 If you are attached to a network click the Network tab to display the network settings and adjust the options as needed See HotSync operations via a network later in this chapter for more information 7 Click OK ...

Page 200: ...ynchronizing a particular type of file because you don t use it In addition to the conduits for Date Book Address Book To Do List Memo Pad and Expense Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your organizer including Graffiti ShortCuts The Install conduit installs applications on your organizer To customize HotSync appl...

Page 201: ... next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your sett...

Page 202: ...onfigured for use with a modem Preparing your computer You must perform a few steps to prepare your computer for a modem HotSync operation Perform these steps before you leave your office so that your computer is ready to receive a call from your organizer To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communications ...

Page 203: ...odem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup String Identifies the setup string for your particular mo dem Not all modems require a setup string Refer to your mo dem manual and enter the setup string if recommended by the manufacturer...

Page 204: ...ine you re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 7 If you want to use a calling card to place the call select the check box and enter the calling card number 8 Tap OK 9 Tap the Menu icon 10 Tap Options and then tap Modem Setup 11 Enter the settings See Modem preferences in Chapter 8 for more in...

Page 205: ...base such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Tap OK Performing a HotSync operation via a modem After you prepare your computer and your organizer and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Modem icon t...

Page 206: ...ter has TCP IP support installed Both your company s network system and its remote access server support TCP IP Your system administrator has this information You have a remote access account If you don t have an account consult your system administrator Everything you need to connect to your company s dial in server network modem is included with Palm Desktop software and your organizer You need ...

Page 207: ...mputer on your organizer With this information your organizer can locate your computer when you perform a HotSync operation over the network To prepare your organizer for a network HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options then tap Modem Sync Prefs 5 Tap Network 6 Tap OK Note For more information on using a HotSync network connection see...

Page 208: ...ted csv Tab delimited tsv Memo Pad archive mpa Address Book archive aba Text txt For information on how to set up a file link see the Palm Desktop online Help Creating a user profile If you use the File Link feature to configure several Palm Computing connected organizers with specific information such as a company phone list before distributing them to their actual users you can create a user pro...

Page 209: ... you want to create and then click OK to return to Palm Desktop software 7 Select the profile from the User list and create the data for the profile e g company phone list etc To use a profile for the first time HotSync operation 1 Place the new organizer in the cradle 2 Press the HotSync button on the cradle 3 Click Profiles ...

Page 210: ...t the profile that you want to load on the organizer and click OK 5 Click Yes to transfer all the profile data to the organizer The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the organizer ...

Page 211: ...ibrate the screen on your organizer 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 feature and the system alarm and game sounds Modem Configure your organizer for use with a modem Network Configure your organizer for use with a network Owner Assign your name phone number and othe...

Page 212: ...nd that you seldom use To Do List and often use Expense you can assign the To Do List button to start Expense If you assign a different application to a button you can still access the original application using the Applications Launcher The Buttons Preferences screen also enables you to reassign the full screen pen stroke command and identify an application to open whenever you raise the antenna ...

Page 213: ... to the Applications button 2 Tap the application you want to open whenever you raise the antenna Tip Tap Default to have the Wireless category of the Applications Launcher open when you raise the antenna Pen preferences The Buttons Preferences screen enables you to change the assignment of the full screen pen stroke By default the full screen pen stroke activates Graffiti Help To change the Pen p...

Page 214: ...ta Beams the current record to another Palm Comput ing platform device equipped with an IR port 3 Tap OK HotSync buttons preferences You can also associate different applications with the HotSync buttons on the cradle and on the optional Palm Modem accessory Changes you make in the HotSync Buttons dialog box become effective immediately you do not have to change to a different screen or applicatio...

Page 215: ...izer Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your organizer For example in the United Kingdom time often is expressed using a 24 hour clock In the United States on the other hand time is expressed using a 12 hour clock with an AM or PM suffix All your organizer applications use the Country default sett...

Page 216: ...k start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and select a format 3 Tap the Week starts pick list and select whether you want the first day of the week to be Sunday or Monday Note This setting controls the Day Week and Month views in Date Book and all other aspects of your organizer that display a calendar 4 Tap the Numbers pick list and select fo...

Page 217: ...nish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 1 minute 2 minutes or 3 minutes System alarm and game sounds Your organizer uses a variety of sounds The System Alarm and Game Sound settings enable you to turn t...

Page 218: ...are programmed to respond to this setting Older games typically do not respond to this setting Beam Receive You can choose to turn off the Beam Receive feature This prohibits anyone from beaming information to your organizer It also results in a slight saving of battery power To change the Beam Receive setting Tap the Beam Receive pick list and select On or Off ...

Page 219: ...g 2 Tap the Speed pick list and select the maximum speed for your modem Note This is the speed at which your modem communicates with your organizer not the speed at which the modem communicates with your telephone service 3 Tap the Speaker pick list and select the volume for the modem 4 Tap the Flow Ctl Flow Control pick list and select Automatic On Xon or Off Xoff for the modem connection 5 Tap t...

Page 220: ...re away on travel See Modem preferences earlier in this chapter to learn how to configure modem parameters After you configure both the Network and Modem Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol connection with your ISP or dial in server You can do this either by using menu commands from the Net...

Page 221: ...l in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name Note Most dial in servers do not accept spaces in the user name 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 Tap here to display...

Page 222: ...sword 1 Tap the Password field 2 Enter the password you use to log into your server 3 Tap OK Note The Password field updates to display the word Assigned Adding telephone settings When you select the Phone field your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial in server In addition you can also define a prefix disable Call Waiting ...

Page 223: ... prefix is a number that you dial before the telephone number to access an outside line For example many offices require that you dial 9 to dial a number outside the building To enter a prefix 1 Tap the Dial Prefix check box to select it 2 Enter the prefix Tip It s a good idea to add a comma after the prefix One comma adds a two second delay to the transmission 3 Tap OK Enter your ISP phone number...

Page 224: ...l telephone company for the code that is appropriate for you It s a good idea to add a comma after the code One comma adds a two second delay to the transmission 3 Tap OK Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define yo...

Page 225: ...nformation about third party applications that support TCP IP check the web site http www palm com To establish a connection In the Network Preferences screen tap Connect to dial the current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the lower half of the Scroll button To close a connection Tap Disconnect to terminate...

Page 226: ...detailed information to a service template If you are using one of the predefined service templates you probably only need to enter your user name and telephone number If you are creating a new service template you may need to provide additional information to your ISP or dial in server You use the Details dialog box to add additional information to a selected service template To select a connecti...

Page 227: ...nnection until you turn off your organizer or until it times out This option works best with the Palm Modem accessory 2 Tap OK Defining primary and secondary DNS The Domain Naming System DNS is a mechanism in the Internet for translating the names of host computers into IP addresses When you enter a DNS number or IP address you are identifying a specific server that handles the translation service...

Page 228: ...ess when clients log in The IP Address field lets you identify whether your network provides automatic dynamic temporary IP addressing Note If your IP address is permanently assigned you need to get that information from your system administrator If you are not sure select Automatic To identify dynamic IP addressing Tap the IP Address check box to select it To enter a permanent IP address 1 Tap th...

Page 229: ...3 Tap the command you want from the Command list If the command requires additional information a field appears to the right of it for you to enter the information The following commands are available Wait For Tells your organizer to wait for specific characters from the TCP IP server before executing the next command Send Transmits specific characters to the TCP IP server to which you are connect...

Page 230: ...security code End Identifies the last line in the login script 4 Repeat steps 2 and 3 until the login script is complete 5 Tap OK Deleting a service template Use the Delete command from the Service menu to delete a service template To delete a service template 1 Tap the Service pick list 2 Tap the service template you want to delete 3 Tap the Menu icon 4 Tap Service and then tap Delete 5 Tap OK Ne...

Page 231: ...why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your system administrator pinpoint where and why the login procedure communication fails To view the Network Log 1 Tap Options and ...

Page 232: ...izer See Security in Chapter 3 for more information To enter the Owner preferences Enter the text that you want to associate with your organizer in the Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen If you assign a password with the Security application the information in the Owner Preferences screen can...

Page 233: ...our organizer applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word in y...

Page 234: ...y it at any time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ShortCut ...

Page 235: ... screen is the address of the Palm Net proxy server You do not need to identify a different proxy server unless your organization has its own proxy server and supplies you with an IP address for that proxy server To change the IP address of your proxy server 1 Tap the Proxy field 2 Tap the dot to the right of the first section of the Proxy field and then enter the first section of the IP address N...

Page 236: ...mation enables the query application to offer you better service and more accurate information in its clippings If however you do not want to send this information over the airwaves you can receive a warning whenever a query application is about to send this information The warning gives you a choice you can continue the transaction or cancel the transaction before any information is sent To activ...

Page 237: ...screen Your organizer is not waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your organizer as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your organizer contains a glass element Take care not to drop your organizer or subject it to a...

Page 238: ...d quality batteries of the same type Do not mix old and new batteries Use only alkaline batteries with your organizer When you remove the old batteries the built in backup power of your organizer maintains memory data Whenever you remove the batteries replace them immediately We recommend replacing batteries within a period of one minute If you encounter any difficulties or delays while you re rep...

Page 239: ... to be turned on to recharge the transmitter To monitor the status of the transmitter 1 In the Applications Launcher tap the Diagnostics icon 2 Tap Details 3 Refer to the following fields for information on the transmitter Transmitter Charge Indicates the voltage remaining in the trans mitter A number above 5 indicates that the transmitter has ad equate power Scheduled Charge Can show one of the f...

Page 240: ... Net Service Agreement Warranty and Other Product Information for details For information on returning the organizer to 3Com visit the web site http www palm net The RBRC Battery Recycling Seal is on the NiCad battery inside your organizer which indicates that 3Com is voluntarily participating in an industry program to collect and recycle these batteries at the end of their useful life when taken ...

Page 241: ...na or use the wireless features at times when the Federal Aviation Administration FAA or airline regulations prohibit the use of cellular phones You can of course use all other applications of your organizer in accordance with airline regulations for electronic devices If the antenna is damaged you can remove it and replace it with another antenna For information on ordering a new antenna visit th...

Page 242: ...antenna out of the pivot point Note After you remove the antenna be careful not to change the alignment of the pivot point To insert the new antenna 1 Holding the antenna in the 180 position insert the contact pin into the center hole of the pivot point 2 Align the transverse pin with the opening for it in the pivot point Push the antenna the rest of the way into the pivot point until you feel the...

Page 243: ... soft reset A soft reset tells your organizer to stop what it s doing and start over again All records stored in your organizer are retained with a soft reset Tip The stylus that comes with your organizer has a reset tool inside To use the tool unscrew the top of the stylus To perform a soft reset Use the reset tool or the tip of an unfolded paper clip or similar object without a sharp tip to gent...

Page 244: ... stored on your organizer do one of the following Press the upper half of the scroll button on the front panel of the organizer to complete the hard reset and start Setup Press any other button to perform a soft reset Besides erasing all records note these results of a hard reset The current date and time are retained Formats Preferences and other settings are restored to their initial default set...

Page 245: ...Click Change 6 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync actions revert to their default settings 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings 10 Perform a HotSync operation ...

Page 246: ...Page 238 Maintaining Your Organizer ...

Page 247: ...unable to find a solution in these areas contact Customer Care or Technical Support For e mail addresses and telephone numbers see the Getting Started guide which comes with your organizer Note Many third party add on applications have been designed for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem w...

Page 248: ...memory You may need to perform a HotSync operation to recover the memory Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 If you have installed additional applications on your organizer remove them to recover memory See Removing applications in Chapter 3 My organizer keeps turning itself off Your organizer is designed to turn itself off afte...

Page 249: ...writing For your organizer to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area...

Page 250: ...en feet in any direction If you are indoors stand near a window or move outdoors Open metal blinds on windows If you are in an underground parking lot or other space below street level move to a location aboveground If you are in a crowd move to a less crowded area If you re in a vehicle keep your organizer level with the windshield The metal frame of the vehicle shields radio signals Mountains an...

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

Page 252: ...ecurely I did a HotSync operation but one of my applications did not synchronize Click the HotSync Manager and choose Custom Check that the correct conduit is active I am using Outlook as my PIM but I cannot do a HotSync operation Click the HotSync Manager and choose Custom Check that the correct conduit is active Check that the correct conduit is installed Reinstall the HotSync Manager and make s...

Page 253: ...ed the correct serial port on the Local tab in the Setup dialog It should be set to the port where you connected the cradle Try a lower baud rate setting on the Local tab in the Setup dialog Make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Read the HotSync Log for the user account for which you ...

Page 254: ...r cannot wake up a modem that has an auto off feature Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup String that causes them to send initial connection sounds to a speaker You can use these sounds to check the modem connection Confirm that the Speed setting i...

Page 255: ...rrect phone number If you need to dial an outside line prefix make sure you selected the Dial Prefix option on your organizer and entered the correct code If the telephone line you are using has Call Waiting make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your organizer and entered the correct code Make sure the telephone line you are using is not noisy which...

Page 256: ...n the two devices is clear of obstacles Beaming distance to other Palm Computing platform devices may be different Move your organizer closer to the receiving device When someone beams data to my organizer I get a message telling me it is out of memory Your organizer requires at least twice the amount of memory available as the data you are receiving For example if you are receiving a 30K applicat...

Page 257: ...Palm Desktop software and the cradle to synchronize your data 2 Tap Forgotten Password in Security to remove the password and delete all private records 3 Perform a HotSync operation to syn chronize your data and restore the private records by transferring them from your computer to your organizer I forgot the password and my organizer is locked If you assign a password and lock your organizer you...

Page 258: ... version of the computer operating system you are using The actual error message or state you are experiencing The steps you take to reproduce the problem The version of organizer software you are using and available memory To find version and memory information 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap App and then tap Info 4 Tap Version to see version numbers and tap Size to see the ...

Page 259: ...gned to move Expense data from your organizer into a Microsoft Excel spreadsheet Each Expense item stored in your organizer represents a group of related data The following data can be associated with an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your organizer and Palm Desktop software on y...

Page 260: ...ntents of the Template folder 2 Double click the name of the sample template you want to modify to open it in Microsoft Excel 3 Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a diff...

Page 261: ...xpense data To modify the Maptable xls file for your new template see Programming the mapping table later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are tw...

Page 262: ...ifferent Sections require different definitions for the data mapping To create additional Sections with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This wi...

Page 263: ...y identify the data Sections A Section is an area of data with common row and column formatting A yellow highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table Your custom Expense Report can contain any number of Sections and the same data can be repeated in any Section On the printed copy identify the type of Labels that apply to each Section E...

Page 264: ...py of this file before you make your modifications 2 Mapping a new template Scroll to where you find the name of the original template that you chose for your modifications The name of the template will appear in column B of the Maptable xls file next to the cell highlighted in green that reads Template Name If you did not modify an existing template move to any table in the Maptable xls file 3 Se...

Page 265: ...template You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report To clear all of the existing settings in a row click to select the row and press Ctrl Delete Name each row to correspond to a Section of your custom Expense Report 9 Determine the Label settings The orientation of the data fields Row Column appears i...

Page 266: ...r organizer data Start Column Is the number of the first column of the Section that will be filled with your organizer data 11 Define the Dates and Intervals The dates and intervals between dates appears in the light blue columns 14 17 In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating...

Page 267: ...template Expense type labels must all appear in the same column 13 Enter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 For these settings simply enter the row or column number for the expense types that you want to appear in the Section Note that the same row or column number can be used more than once An example of this ...

Page 268: ...n enter data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Because header data is not related to any particular Section you have to enter data in only one row If the item does not appear on your template leave these cells blank Using applications other than Microsoft Excel You can use applications other t...

Page 269: ...ication Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically ...

Page 270: ...Page 262 Creating a Custom Expense Report ...

Page 271: ... M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed c...

Page 272: ...acter defines that the next character is transmitted as a literal character and is not subject to any special processing ordinarily associated with that character Examples Includes a caret as part of the string Includes a as part of the string Includes a backslash as part of the string ...

Page 273: ...ing to the Service you have accepted the terms of this Agreement Further you agree to use the Service in a manner consis tent with any and all applicable laws and regulations If any information provided by you is incomplete or inaccurate 3Com retains the right to terminate your access to the Service a 3Com is providing you with access to various types of information through the Service which may i...

Page 274: ...he Service cannot be guaranteed For the purposes hereof use means to transfer data over the Network 1 4 Lost or Stolen Units You agree to notify 3Com immediately if your Palm VII device is lost or stolen If you fail to do so any charges incurred on your account will be your responsibility 2 Copyright and Licenses You acknowledge that no title to the intellectual property in or transmitted by the S...

Page 275: ...ve payment from the card issuer or its agent you agree to pay all amounts due upon demand by 3Com Each time you use the Service you agree and reaffirm that 3Com is authorized to charge your des ignated credit card Your card issuer agreement governs your use of your designated card in connection with the Service and you must refer to that agreement and not this Agreement to determine your rights an...

Page 276: ...ditional Charges You will be charged for any additional charges beyond the monthly rates and applicable usage surcharges that have accumulated through the date of termination of your account and will be billed for such additional amounts on the account s monthly anniversary date 6 Links to Other Content Some Service plans enable access through the Network to third party World Wide Web sites and ot...

Page 277: ...4 3COM MAKES NO WARRANTY THAT THE SERVICE WILL MEET YOUR REQUIREMENTS OR THAT THE SERVICE WILL BE UNINTERRUPTED TIMELY SECURE OR ERROR FREE NOR DO 3COM OR ITS LICENSORS MAKE ANY WAR RANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE OR AS TO THE ACCURACY COMPLETENESS OR RELIABILITY OF ANY INFORMATION OBTAINED THROUGH THE SERVICE 3COM AND OR ITS LI CENSORS MAY MAKE IMPROVEMENT...

Page 278: ... PURCHASED OR OBTAINED OR MESSAGES RE CEIVED OR TRANSACTIONS ENTERED INTO THROUGH THE SERVICE OR RE SULTING FROM UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA INCLUDING BUT NOT LIMITED TO DAMAGES FOR LOSS OF PROFITS USE DATA OR OTHER INTANGIBLE EVEN IF 3COM WIRE LESS SERVICE PROVIDERS AND OR 3COM S LICENSORS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES 9 3 NOTWITHSTAND...

Page 279: ...dify or discontinue the Messag ing Service You agree that 3Com has no obligation to monitor or regulate the transmis sions sent by you 3Com will endeavor to keep your messages private viewable only by you and the person to whom you address it However systems operators may need to look at your messages if 3Com believes it is necessary to protect itself or others from in jury or damage for example i...

Page 280: ...r All notices shall be deemed to have been given and received on the earlier of actual delivery or three 3 days from the date of postmark 12 4 Waiver A waiver of any default hereunder or of any of the terms and condi tions of this Agreement shall not be deemed to be a continuing waiver or a waiver of any other default or of any other term or condition but shall apply solely to the instance to whic...

Page 281: ... s sole obligation under this express warranty shall be at 3Com s option and expense to replace the prod uct or part with a comparable product or part repair the product or part or if neither repair nor replacement is reasonably available 3Com may in its sole discretion refund to Customer the purchase price paid for the product or part Replacement products or parts may be new or reconditioned 3Com...

Page 282: ...utilities for the Palm Computing platform use 32 bits to store seconds starting at January 1 1904 This approach allows the correct repre sentation of dates up to 6 28 15 A M on February 6 2040 Provided the product is still being sold by 3Com 3Com will make software enhancements to remove this limitation to the Palm Computing platform well in advance of this date If it appears that any Palm Computi...

Page 283: ... TERMS OR CONDI TIONS OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE SATIS FACTORY QUALITY CORRESPONDENCE WITH DESCRIPTION AND NON INFRINGEMENT ALL OF WHICH ARE EXPRESSLY DISCLAIMED 3COM NEI THER ASSUMES NOR AUTHORIZES ANY OTHER PERSON TO ASSUME FOR IT ANY OTHER LIABILITY IN CONNECTION WITH THE SALE INSTALLATION MAINTENANCE OR USE OF ITS PRODUCTS 3COM SHALL NOT BE LIABLE UNDER THIS WARRANTY I...

Page 284: ...mputing Inc a subsidiary of 3Com Corporation 5400 Bayfront Plaza PO Box 58007 Santa Clara California 95052 8007 408 326 5000 12 02 98 3Com end user software license agreement YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING THIS PRODUCT IT CONTAINS SOFTWARE THE USE OF WHICH IS LICENSED BY PALM COMPUTING INC A SUBSIDIARY OF 3COM CORPORA TION COLLECTIVELY 3COM TO ITS CUSTOME...

Page 285: ...f the Software is expressly prohibited However if you are a European Community EC resident in formation necessary to achieve interoperability of the Software with other programs within the meaning of the EC Directive on the Legal Protection of Computer Programs is available to you from 3Com upon written request EXPORT RESTRICTIONS You agree that you will not export or re export the Soft ware or ac...

Page 286: ... Sale of Goods 1980 is hereby excluded in its entirety from application to this License Agreement LIMITED WARRANTY LIMITATION OF LIABILITY All warranties and limita tions of liability applicable to the Software are as stated on the Limited Warranty Card or in the product manual accompanying the Software Such warranties and limitations of liability are incorporated herein in their entirety by this ...

Page 287: ... 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 on a circuit different from that to which the receiver is connected Consult the dealer or an experienced radio TV technician for help The use of shielded I O cab...

Page 288: ...Page 280 ...

Page 289: ... wireless devices 121 Alarm preset 95 setting 87 sound 95 209 240 for untimed events 88 Alphabet Graffiti writing 34 onscreen keyboard 19 25 Antenna best positions 6 130 242 location 5 pen stroke to open application 205 proper use 121 233 replacing 233 235 Application buttons 5 20 for beaming 188 for cycling through views 58 59 60 61 reassigning 204 Applications Address Book 59 beaming 187 188 Cal...

Page 290: ...nizer 229 Categories application 45 46 assigning records to 69 70 beaming 187 188 creating 71 72 default 70 displaying 71 99 243 folders for e mail 178 folders for iMessenger messages 156 merging 73 renaming 72 using in Applications Launcher 46 cc Mail 164 Certicom 125 Chain calculations 109 Characters Graffiti 31 Charging the transmitter 10 Check boxes 19 Check marks to mark read items e mail Mai...

Page 291: ...tom expense reports 251 261 Custom fields in Address Book 100 Customer support 125 126 239 250 Customizing See Preferences Cutting text 64 Cycling through views 58 59 60 61 D Data entry See Entering data Date Book adding Address Book data to records 75 76 alarm 87 archive files dba 42 changing event time 87 changing event to untimed 86 conduit for synchronizing 192 conflicting events 91 continuous...

Page 292: ...g signal strength 128 242 monitoring transmitter charge 231 Digitizer 18 207 241 Distribution lists in iMessenger application 145 DNS Domain Naming System 219 Double booked events 91 Downloading iMessenger messages 140 145 Drafts in iMessenger application 153 in Mail 175 Dragging memos into other applications 61 stylus to activate features 205 using the stylus 18 E Editing records 63 65 unsent e m...

Page 293: ...ion in applications 73 77 phone numbers 75 76 using the Find application 74 Folders for e mail Mail 178 for messages iMessenger application 156 Fonts 81 82 Formats preferences 207 Frequently asked questions 239 250 Frozen organizer 240 G Games 50 210 General preferences alarm sounds 209 auto off delay 209 system sounds 209 Getting more of truncated messages 143 144 Glossary See Graffiti ShortCuts ...

Page 294: ...nsactions 125 Idle timeout of ISP or server connection 219 Ignoring e mail See Filters for e mail iMessenger application address 124 227 address lookup 149 150 attachments 145 canceling transactions 140 checking for messages 140 141 closing messages 141 copy of outgoing messages 158 creating messages 146 149 deleting messages 155 158 different from Mail 138 draft messages 153 editing unsent messag...

Page 295: ...ddress List 73 to add to e mail Mail 170 171 to add to messages iMessenger application 149 150 Lost organizer contact for 97 Lost records 243 Lotus 1 2 3 for expense reports 260 cc Mail 164 Organizer importing data from 42 M Macintosh compatibility 4 159 Mail address lookup 170 171 attachments 181 BCC blind carbon copy 171 172 changing setup 166 closing e mail 167 confirm delivery 171 174 confirm ...

Page 296: ...ations 137 To Do List 105 Messages See iMessenger application Microsoft Excel transferring Expense data to 115 118 Exchange 164 Outlook connecting to 14 164 244 Windows Messaging 4 0 164 Modem HotSync operations via 194 197 246 247 preferences 211 Monday to start week 208 Month Date Book view 92 94 Moving the cursor Graffiti writing 39 MPA Memo Pad archive file 42 N Network connecting 217 connecti...

Page 297: ...ing 53 deleting 54 for network 214 forgotten 55 249 for Palm Net service 15 16 242 Pasting text 64 Payment Expense item 113 PDB add on application file extension 49 Pen stroke full screen 205 206 Personal information managers See PIM Phone Lookup 75 76 Phone numbers selecting for Address List 98 selecting types 97 Phone settings for ISP or dial in server 214 217 Pick lists 20 131 PIM personal info...

Page 298: ...l 121 127 242 Range of times in Day view 95 Reading e mail on organizer 166 Receipts recording in Expense 112 Receiving data See Beaming information Reception 127 242 Recharging the transmitter 231 Records Address Book 96 beaming 187 188 choosing categories 69 creating 63 Date Book 83 defined 63 deleting 65 displaying a category of 71 editing 63 65 Expense 111 fonts 81 hiding private 53 79 lost 24...

Page 299: ...lters for e mail phone numbers in Address Book 97 text 64 Sending data See Beaming information e mail Mail 167 169 174 messages iMessenger application 146 149 151 152 messages from query applications 136 queries to Internet 131 Separators between addresses 147 168 Serial port 8 190 194 Service agreement Palm Net 265 Service templates 217 222 Service Palm Net 124 Service selecting for network 212 S...

Page 300: ...s online 24 To Do List adding Address Book data to records 75 76 archive files tda 42 categorizing records 69 104 checking off items 102 completed items 104 completion date 104 conduit for synchronizing 192 creating records 63 101 deleting records 65 due date 103 104 fonts 81 menus 105 notes for records 80 81 opening 60 overview 60 prioritizing records 101 104 private records 80 problems with 243 ...

Page 301: ... W Web clipping 137 example 133 134 overview 16 121 123 See also Query applications Web sites 14 125 126 Week Date Book view 90 91 208 243 Windows Messaging Microsoft 164 Wireless communication service See Palm Net service Wireless features See iMessenger application and Query applications Wireless Internet messaging See iMessenger application Wireless preferences 227 Writing area 5 Writing See En...

Page 302: ...Page 294 Index ...

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Palm VII, Handbook

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