Palm m500 manual

Handbook for Palm ™ m500 Series Handhelds[...]

Page ii Handbook fo r Palm™ m500 Seri es Handhelds[...]

Page iii Copyr ig ht Copyright © 1998-2 001 Pa lm, or its sub sidiari es. All rights reserve d. G raffiti, H otSync, PalmConnect, and Palm OS are re gistered trad emarks, and the HotSyn c logo, Palm, PalmMod em, and the Pa lm logo are tr adema rks of P alm, Inc. or it s subsidi ari es. Othe r product and bran d names may b e trademar ks or registe[...]

Page iv Handbook fo r Palm™ m500 Seri es Handhelds[...]

Contents Page v Contents About This Book: .......... ........ ........ ....... ............ ....... ........ . 1 Chapter 1: Introduction to Your Handheld ......... ........ ..... 3 Getting to know your Palm m500 series ha ndheld ................. .........3 What is a Palm m500 series handh eld? ................. ................. .........3 System [...]

Page vi Handb ook for the Palm™ m500 Series Hand held Importing data from a Windows computer ......................... ...... 39 Importing data from a Macin tosh .............. ........... ................. ...... 40 Chapter 3: Managi ng Your Application s .......... ........... .. 43 Using the Applications Launcher ........ ........... .........[...]

Contents Page vii Creating records ......... ........... ........... ................. ........... ............ .......73 Editing records ........... ........... ................. ........... ........... ............ .......73 Deleting records .............. ............ ........... ................. ........... ........... ..75 Purging records ...[...]

Page viii Handb ook for the Palm™ m500 Series Hand held Chapter 7: Advanced HotSync® Operations ........... .... 171 Selecting HotSync setup options ......... ........... ................. ........... .... 171 Customizing HotSync application settings .............. ................. .... 178 IR HotSync operations ......... ................. ....[...]

Contents Page ix Creating additional service tem plates ................. ........... ...........215 Adding detailed information to a service template .................215 Login scripts ........................... ........... ........... ............ ................. .....218 Creating a login script on your handheld ...................... ........[...]

Page x Handb ook for the Palm™ m500 Series Hand held Appendix D: Non-ASCII Characters for Login Scripts . 259 Use of ^char ............... ............ ........... ................. ........... ........... .......... 259 Carriage return and line feed .................... ........... ................. .......... 259 Literal characters ............[...]

About This Book Page 1 About This Book Welcome to the Palm™ m500 series handheld. Th is handbook is designed to help you get up and running quickly on your handheld. It describes all you n eed to know about ho w to use your handheld and the applications that c ome with it. It walks you throug h: ■ Loca ting all the part s of yo ur hand hel d ?[...]

Pag e 2 Abou t T hi s B ook[...]

Chapter 1 Page 3 Chapter 1 Introduction to Your Handh eld This chapter explains the phys ical buttons a nd controls on you r Palm™ m500 series handh eld, how to use your h andheld for th e first time, how to a dd expansion cards to your handh eld, and how to use HotSync ® techn ology to syn chronize you r handheld a nd Palm™ Desktop softwa re.[...]

Page 4 Introduc tion to Your Hand held System requirements To insta ll and operate Pa lm Deskto p software, you r computer s ystem must meet the following requirements: Minimum requirements: Windows ■ IBM- compa tibl e Pen tium -cl ass c ompute r ■ Windows 98/Me/20 00 (Windows 95/NT o perating systems require a serial crad le, sold separately) [...]

Chapter 1 Page 5 Palm m500 se ries componen ts Locating front panel contr ols IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds, and to perform HotSync operation s. See “Beaming information” in Ch apter 6 and “IR HotSync operations” in Chapter 7 for more inf ormation. Power button/ Backlight [...]

Page 6 Introduc tion to Your Hand held Using the backlight If lighting con ditions make it difficult f or you to see the inf ormation on your handh eld, you can use th e backlight to illuminate yo ur screen. To activate the backlight: ■ Press the power butto n and hold it dow n for about two seconds . Release the butto n when th e backlight turns[...]

Chapter 1 Page 7 Using the onscreen contrast control Some Palm m500 series handhelds allow you to further a djust your display by changing the amount of co ntrast on the screen. To adjust the con trast: 1. Tap the Contrast icon in the upper-right corner of the Graffiti writing area. 2. Do on e of the follow ing: To change the contrast in small incr[...]

Page 8 Introduc tion to Your Hand held Locating back panel components Side ch annels The right side channel ho lds th e stylus, which slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil. The left side channel holds the fro nt cover, which also slides i n and out. Expa ns ion card slot Accep[...]

Chapter 1 Page 9 Upgrading from anoth er Palm OS hand hel d If you already own a Pa lm OS handheld, you mu st install the versio n of Palm De sktop softw are that comes with your new ha ndheld. To upgrade quickly and easily, perform the tasks described in the following section s. Some tasks are specif ically for upgra ding. Preparing to use your ha[...]

Page 10 Introduc tion to Your Hand held HotSync operations” in Chapter 5 “for details, or refer to Getting Started wit h Palm™ m50 0 Serie s Handhe lds. ■ (If upgr adi ng) Ren ame you r old hand he ld. To pr ev ent u nex pec ted results during HotSync operations, each ha ndheld must have a unique name. We rec ommend that you perfo rm a hard[...]

Chapter 1 Page 1 1 4. Plug the AC adapter into any AC current outlet. Charging your han dheld Your ha ndheld contain s a Lithiu m-io n polym er batter y that is recharged each time you place the handhe ld in the cradle. Just place your handheld in the cra dle for two hours for an initial char ge before you use it. Then place it in th e cradle for a[...]

Page 12 Introduc tion to Your Hand held Pal m™ Desk top so ftwar e Palm Desk top software extends ma ny of the funct ions of yo ur handheld to your computer and serves to ba ck up all your data. Viewing an d editing your data u sing Palm D esktop so ftware is optional. However, when you use it with your handheld and the built- in HotSy nc technol[...]

Chapter 1 Page 1 3 Installing Palm Desktop software The following i nstructions gu ide you throu gh installi ng Palm Desktop software. After installation, r efer to the online Help in Palm Desktop softwa re, the Quick Tour in Pa lm Desktop so ftware (for Windows users), and the Palm Desktop Softw are for the Macintosh User’s Guide on the Pa lm De[...]

Page 14 Introduc tion to Your Hand held To install Palm Desktop softw are on a Macintosh computer: 1. Turn on yo ur Ma cintos h. 2. Insert the Palm D esktop softw are CD-ROM int o your Macint osh’s CD-ROM drive. 3. Double-cli ck the Palm Desktop CD icon . 4. Double-click the Installer icon to begin the installation procedure. 5. Follow th e onscr[...]

Chapter 1 Page 1 5 Tapping and typing Tap wi th th e styl us to get th ings done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your hand held. The first time you start your handh eld, setup instructions appear on the screen. These inst[...]

Page 16 Introduc tion to Your Hand held Elements of the handheld interface Menu bar A set of commands that are specific to the application . Not all applica tions ha ve a menu bar. Icons Tap the icons to open applicatio ns , menus , Calculator , and to f ind text anywhere in your data . Contrast control (on some models) Tap the Con trast icon to op[...]

Chapter 1 Page 1 7 Opening ap plicatio ns You can use the Applications La uncher to open any application installed on your h andheld. You can a lso open Date Book, A ddress Book, To Do List, and Note Pad with the application buttons on the fron t pan el of your handhe ld. Check b ox When a check mark appea rs in a check box, the corresponding optio[...]

Page 18 Introduc tion to Your Hand held Tip: When you press an applica tion butto n on the front pa nel, you have instant access to the selected application . You don’t even need to turn on your ha ndheld first. In addition to providin g a way for yo u to open app lications, th e Applications Launcher displays the current time, battery level, a n[...]

Chapter 1 Page 1 9 Usin g menus Menus on your handhe ld are easy to use. Once you have m astered them in one application, you can use them the same way in all other application s. The menus of each applicatio n are illus trated in the section on th at application in Chapter 5. The Edit menu is described in “Editing records” in Ch apter 5. To op[...]

Page 20 Introduc tion to Your Hand held commands vary depending on which part of t he ap plic at ion yo u’r e currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Mem o screen. Graffiti menu commands Most m enu comm ands ha ve an equ ivalent Graff iti Comm and st roke, which is s imilar to the keybo [...]

Chapter 1 Page 2 1 Note: Command mode is only active for a short time, so yo u must tap an icon or write the command letter immediately to choose the menu command. Displaying online tips Many of the dialo g boxes that appear on your handheld co ntain an online Tips icon in the upper-right corner. Online tips anticipate questions you ha ve in a dial[...]

Page 22 Introduc tion to Your Hand held Onscreen keyboard When you create or edit a rec ord in an application such as Address Book, you can open the onscreen keyboar ds 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 Ch apter 2 fo[...]

Chapter 1 Page 2 3 Graffiti writing Your handheld includes Graffiti writing so ftware as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. The Palm Desktop software CD-ROM includes Giraf fe, a game you can use to practice G raffi[...]

Page 24 Introduc tion to Your Hand held Note Pad The Note Pad applicat ion provides a place wh ere you can write a quick note in you r own handwri ting directly o n your handh eld screen. Think of Note Pad as a virtual “sticky pad” for short notes. Later, you would transfer your “sticky” notes to a more permanent place by entering the info [...]

Chapter 1 Page 2 5 records to your handheld without having to enter them manually. See “Importing data” in Chapter 2 for mo re information. Using an external keyboard You can con nect an option al keyboard access ory to the un iversal connector on your h andheld so you can type data directly into your handheld. Extern al keyboards are very help[...]

Page 26 Introduc tion to Your Hand held 3. Tap a month. 4. Tap the current date. To s et th e ti me : 1. Tap the Set Time box. 2. Tap the up or down arrows to cha nge the hour. 3. Tap each number of the minute , and then tap the arrows to change them. 4. Tap OK. To set the time zone: 1. Tap the Set Time Zone box. Tap to se t dat e Tap arrows to sel[...]

Chapter 1 Page 2 7 2. Tap a time zone. Tip: When you travel, cha nging the tim e zone sett ing to a new time zone automatica lly resets the date and time on your handheld, but it does no t change the time of appointmen ts set in Date Book . 3. Tap OK. To set the daylight savin g switch: ■ Tap the Daylig ht Saving pick list, and then tap Of f or O[...]

Page 28 Introduc tion to Your Hand held[...]

Chapter 2 Page 2 9 Chapter 2 Entering Data in Your Handh eld This chapter explains how to enter data into your handheld by writing with the stylus in the Graffiti ® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from anothe r ap plic ation . Using Graffi ti writing to enter data Chapter 1 introdu[...]

Page 30 Entering Data in You r Handheld and display s the text chara cter immediat ely. To acco mplish sin gle strokes, some Graffiti strokes are portions of the regular alphabet equivalents. ■ The Graffiti writing area is divided into two parts: on e for writing the letters of the alphabet and one for writing num bers. The small marks at the top[...]

Chapter 2 Page 3 1 That’s all there is to it! When you lift the stylus from the screen, your handheld reco gnizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character yo u want to write. Important: You must begin the char[...]

Page 32 Entering Data in You r Handheld Writing capital letters You make capital letters with the same stroke sha pes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as y ou press the Shift key o n a keyboard — and t hen write the character strokes. Note: Graffiti writi ng includes a feature [...]

Chapter 2 Page 3 3 Tip: When Caps Shift is active, an “u p arrow” symbol appears in the lower-right cor ner of the handheld screen. If you accidentally ac tivate Caps Shif t, backspace will ca ncel it. To enter only capital letters (Caps L ock): ■ Use the Caps Lock stroke: Tip: When Caps Lock is active, an underlined “ up arrow” symbol ap[...]

Page 34 Entering Data in You r Handheld Writing pu nctuat ion marks Graffiti writi ng can create a ny punctua tion sy mbol that y ou can en ter from a standard keyboard. All punctuation marks begin with a single tap on the Graf fiti writing a rea. When yo u make this tap, you ac tivate Punctuation Shi ft and a dot appears to sh ow it is active. The[...]

Chapter 2 Page 3 5 Writing symbols and extended characters All symbols and extended char acters begin with the stroke in the Graffiti writing area o f your handheld: When the Symbo l Shift is active, a sl anted shift symbo l appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended chara cter. Wri[...]

Page 36 Entering Data in You r Handheld Accent strokes Using thes e accent strokes, you can write the foll owing 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 ÿ ý ñ Additi onal non-E nglish characters You can write the fo llowing characters without any spec ial punctuation or sh ifting: Note: You must wri[...]

Chapter 2 Page 3 7 Graff iti Shor tCuts Graffiti ShortCuts make entering com monly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word pro cessors. Graffiti writing comes with several predefined ShortCuts, and you can also create your own. Each S hortCut can represent up to 45 characters. Fo[...]

Page 38 Entering Data in You r Handheld 3. Tap “abc” to o pen the alphabetic keyboard, or tap “123” to open the numeric keyboard. 4. Tap the character s to enter text and numbers. Note: The onscreen keyboard a lso includes a dialog box for international characters. You can switch among the three dialogs at any time to enter the exact text y[...]

Chapter 2 Page 3 9 online Help in Palm Desktop software, the Qui ck T our in Pa lm Desktop software (for Windo ws users), and the Palm Desktop Software for the Macintosh User ’s Guide on the Palm De skto p so ftwa re CD- ROM. Importing dat a If you have data stored in computer applications such as spreadsheets and databases, or if you want to imp[...]

Page 40 Entering Data in You r Handheld 4. From the File menu, ch oose Import. 5. Select the file yo u want to im port. 6. Click Open. Note: If you are importing a vCal or vCard file, skip to step 10 . You do not ha ve to specify which fields correspond to the imported data. 7. To import data in to the correct Palm Desktop fields, drag field s in t[...]

Chapter 2 Page 4 1 To import data from a Macintos h: 1. Open Palm Desktop software. 2. From the Fi le menu, choo se Import. 3. Select the file you want to import. 4. Click Op en. 5. If you want to change the o rder of the fields you’re importing, point to a field, wait for the cursor to change to a double arrow, and then drag the field to a new l[...]

Page 42 Entering Data in You r Handheld[...]

Chapter 3 Page 4 3 Chapter 3 Managing Your Applications This chapter explai ns how to switch between applications on your handheld, how to cha nge applica tion settings so th ey are personalized to your work methods, and h ow to categorize applications so you view them in related groups. For information about w orking with applications on an expans[...]

Page 44 Managing Your A pplications To categorize an application: 1. Tap the Applications icon . 2. Tap the Menu icon . 3. Tap App, and then tap Category. 4. Tap the pick list n ext to each application to select a category . Tip: To create a new cate gory, tap Edit Categories from the pick list. Tap New, enter the ca tegory name, an d then tap OK t[...]

Chapter 3 Page 4 5 3. Tap Options, and then ta p Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opene d category: 1. Tap the Applications icon . 2. Tap the Menu icon . 3. Tap Options, and then ta p Preferences. 4. Tap the Remember Last Category che ck box to select it. 5. Tap OK. [...]

Page 46 Managing Your A pplications Installing and remo ving applications This section expla ins how to insta ll and remove applica tions on you r handheld or o n an expansion card , and how to re move Palm™ Desk top so ftwa re fr om you r com pu ter. Installin g add-on applicat ions Your handheld comes with the Date Book, Addr ess Book, To Do Li[...]

Chapter 3 Page 4 7 4. In the User drop-do wn list, select the name that cor responds to your handh eld. 5. Click Add. 6. Select the applica tion(s) tha t you want to in stall on your hand held or on a resident expansion card. 7. Click Op en. Note: Review the lis t of applica tions you selected in the Install Tool dialog box. If you do not want to i[...]

Page 48 Managing Your A pplications handheld a nd an expansion card. 9. Click OK to close the Change Desti nation wi ndow. 10. Click Do ne to close the Install To ol window. 11. P erfo rm a Ho tSy nc o pera tio n to ins tall t he sele cte d appl ica tio n(s) . See “Exchan ging and updating data: HotSync opera tions” in Chapter 5 for details. No[...]

Chapter 3 Page 4 9 4. From the User pop-up menu, select the name tha t corresponds to your handh eld. 5. Click Add to List. 6. Select the Add-o n folder from the po p-up menu. 7. Select the appl ication you wa nt to instal l. 8. Click Add File to add the sel ected application to the Install Handheld Files li st. 9. If you need to change the destina[...]

Page 50 Managing Your A pplications 10. Click OK to close the Chan ge Destinatio n window. 11. Close the In stall Handh eld Files win dow. 12. Perform a HotSync opera tion to install the selected application( s) on your handh eld. See “Exchanging a nd updating data: HotSync operatio ns” in Cha pter 5 for details. Note: Files that remain in the [...]

Chapter 3 Page 5 1 6. Tap Delete. 7. Tap Yes. 8. Tap Done. Removing P alm Desk top software If you no longer want to use Palm Desk top software, you can remove it from your computer. To remove Palm Desktop software from a Windows computer: 1. From th e Windows Start menu , choose Se ttings, and then Con trol Panel. 2. Double-click th e Add/Remove P[...]

Page 52 Managing Your A pplications 5. Select the folder that contains your Palm Desktop software files. 6. Click Remove. Note: This process remo ves only the application files. The data in your Users folder remains unto uched. 7. Rest art yo ur Maci ntos h. Security Your handheld com es with a Securit y application so th at unautho rized users can[...]

Chapter 3 Page 5 3 6. Tap OK. 7. Enter the same password a seco nd time, and tap OK. Chang ing or deleti ng a password Once you define a password for your ha ndheld, you can change or delete it at any time. You must enter the current password before you can chan ge or delete it. To change o r delete your password: 1. Tap the Password box. 2. Enter [...]

Page 54 Managing Your A pplications To remove the passwo rd, tap Unassign. Locking your handheld You can lock yo ur handheld so that it cannot be operated until yo ur password is entered. In the event that your hand held is lost or stolen, this helps protect y our data from unaut horized use. You can set y our handheld to lo ck automa tically, or y[...]

Chapter 3 Page 5 5 To set your handh eld to lock at a preset time: 1. Tap the Applications icon . 2. Tap the Security icon. 3. Tap the Auto Lo ck Handheld box, an d then enter your pa ssword. 4. Tap At a preset time, and then use the arrows to set the time. 5. Tap OK. To set your handh eld to lock after a period of inactivity: 1. Tap the Applicatio[...]

Page 56 Managing Your A pplications password, you r handheld will present the h int you have entered to help you re member the password. If you still cannot remember the pa ssword, you must perf orm a hard reset to resume using your handheld. Perfo rming a hard reset deletes all the records in your h andheld; however, you can restore a ll synchroni[...]

Chapter 3 Page 5 7 To delete a forgotten password: 1. Tap Lost Pa ssword. 2. Tap Yes.[...]

Page 58 Managing Your A pplications[...]

Chapter 4 Page 5 9 Chapter 4 Using Expansion Features Your handheld provides an expansion card slot th at enables you to add additional software applications and memory. You can also use a special kind of expansio n card that a llows you t o back up your data when it is inconvenient to perform a HotSync ® operation. So that you can easily attach a[...]

Page 60 Using Exp ansion F eatures 3. Use your thumb to push the card into the expansion slot. When you feel the card lock and hea r the audible system sound, the card is properly seated within the slot. Removing an ex pansion card 1. Hol d yo ur handh eld sec urely . 2. Use your thumb to push against the top of the card, as if you w ere pushing it[...]

Chapter 4 Page 6 1 Switch ing between yo ur handheld an d an expansion card When you use an expansion card, your handheld creates and displays a new categor y that ma tches the name o f the expansion card. You can easily switch between app lication s installed on your handh eld and on the expansion card. To switch to an expans ion card: 1. Tap the [...]

Page 62 Using Exp ansion F eatures 3. Tap App, and then tap Copy. 4. Select the card na me from the Copy To pick list. 5. Select Handhel d from the From pick list . 6. Tap an application to copy. 7. Tap Copy. 8. Tap Done. Note: You can ins tal l appl ica tions to a car d that is se ated in the expansion card slot d uring a HotSync operation; see ?[...]

Chapter 4 Page 6 3 5. Tap an application to d elete from the expansion card. 6. Tap Delete. 7. Tap Done. Card Info Card Info lets you review gene ral information about a resident card and its conten ts, rename a ca rd, and format a card. Reviewing card information 1. Tap the Applications icon . 1. Tap the Card Info icon . 2. Review Card name, Type,[...]

Page 64 Using Exp ansion F eatures Renaming a card 1. Tap the Applications icon . 2. Tap the Card Info icon . 3. Tap the Menu icon. 4. Tap Card, and then tap Rename Card . 5. Enter the new name for the card. 6. Tap Rename. Formatting a card Formatting a card de stroys all its data and prepares it to accept new applications and da ta. 1. Tap the App[...]

Chapter 4 Page 6 5 Help Provides help text. About Card Inf o Shows version inf ormation f or Card Info.[...]

Page 66 Using Exp ansion F eatures[...]

Chapter 5 Page 67 Chapter 5 Using Y our Basic Applications Your handheld includes these basic application s: ■ Date Book ■ Address Book ■ To Do List ■ Note Pad ■ Memo Pa d ■ Clock ■ Calculator ■ Exp ens e This chapter is divided into thr ee sections: ■ “Overview of basic ap plicatio ns” briefly describes ea ch applica tion and[...]

Page 68 Using Your Basic A pplications scheduling overlap s or confli cts. ■ Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments. ■ Display an agenda showing appointments, untimed events, and your To Do items for the day. ■ Set an alarm to notify you of th e scheduled activity. ■ Create r[...]

Chapter 5 Page 69 additional information about the entry. ■ Assign Address Book entries to categories so that you ca n organi ze and view them in logical groups. ■ Create your own digital business card that you can beam to other Palm OS ® hand held s. To open Address Book : ■ Press the Address Book applica tion button on the fr ont pane l of[...]

Page 70 Using Your Basic A pplications To open To Do List: ■ Press the To Do List application button on the front panel of you r handheld. To Do List o pens to display th e category of items yo u last viewed. Note: Press the To Do List application but ton repeatedly to cycle through the categories in wh ich you have items. Note Pad Note Pad provi[...]

Chapter 5 Page 71 Note: Press the No te Pad applicati on button repeatedly to cycle through the categories in which you have items. Memo Pad Memo P ad provi des a place to take notes that are not associ ated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: ■ Use Gr affi ti ® characters to store m emo[...]

Page 72 Using Your Basic A pplications To open Calculator: ■ Tap the Calculator icon next to the Graffiti writing area. Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the foll owing: ■ Record dates, types of expenses, amount spent, payment method, [...]

Chapter 5 Page 73 all the applicatio ns on your ha ndheld. ■ Set an alarm. To open Clock: 1. Tap the Applications icon . 2. Tap the Clock icon . Tip: You can also tap the clo ck icon in the upper-left corne r of the Graffiti writing area to open clock. Common task s The tasks described in this section use the term “records” to refer to a n in[...]

Page 74 Using Your Basic A pplications Note: In Note Pad you can write anywhere on the screen. S o, you will not see an edit line or blin king cursor. Entering text For information on how to ente r text using Graffiti writi ng, the onscreen keyboard, or the keyboar d attached to your computer, see Chapter 2. For information o n entering text in Not[...]

Chapter 5 Page 75 Note: In Note Pad, the Edit menu appears only when th e title of a note is selected. To edit a note in Note Pad, use the eraser tool to remove lines, and the pen too l to add lines. Deleting records To delete a record: 1. Select the record you want to delete. 2. Tap the Menu icon . 3. Tap Record, a nd then tap the Delete co mmand:[...]

Page 76 Using Your Basic A pplications Memo Pad: Delet e M emo Expense: Delete Item A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Pa lm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check. (The a rchive check box [...]

Chapter 5 Page 77 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 Boo k: Tap the pick list an d select how old a record mus t be to be purged. Purge deletes repeating events if the last of the se- ries ends before the date that you purge records. Date Bo ok[...]

Page 78 Using Your Basic A pplications Performing a HotSync operation for the first time: Windows The first time you synchronize your da ta, you need to enter use r information o n Palm Deskt op software. After you enter this information an d synchronize, th e HotSync Manager reco gnizes your handheld and d oesn’t ask for this information again. [...]

Chapter 5 Page 79 3. Press the HotSyn c button ™ on the cradle. Important: The first time you perfor m a HotSync operation, you must enter a user name in the New User dialo g box and click OK. Every handheld s hould have a uniqu e name. To prevent loss of a user’s records, neve r try to synchronize more than o ne handh eld to the same user name[...]

Page 80 Using Your Basic A pplications Performing a HotSync operation for the first time: Macintosh When you installed Palm Desktop software, you entered a user name. This user name is the conne ction between your handheld and your Macin tosh. The first time you perform a HotSync operation the Palm Desktop software: ■ Adds a user name to your han[...]

Chapter 5 Page 81 The following s teps assume that you ha ve already installed Pa lm Desktop software. See “Palm™ Desktop software” in Chapter 1 if you hav e not in sta lle d thi s soft wa re. To perform a local HotSync opera tion on a Macintosh: 1. Place your han dheld on the H otSyn c cradle. 2. Make sure HotSync Manager is enabled: Double-[...]

Page 82 Using Your Basic A pplications The HotSync Prog ress dialog box reappears a nd synchroniza- tion begins. 5. Wait fo r a message o n your han dheld indicat ing that th e process is complete. After the HotSync process is complete, you can re move your handhel d from the cradl e. Tip: Gently rock your handheld forwa rd in the cradle and then l[...]

Chapter 5 Page 83 Note: When you have an expansion card pr operly seated in the expansion card slot, the la st item in the category pick list will be the name of the expansion card . You cannot oth erwise categorize applications tha t reside on an expansion card. Address Book contains the QuickList user-defined category, in which you can sto re the[...]

Page 84 Using Your Basic A pplications To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Note: In the Date Book Agenda view, the pick lis t is in the upper right of the To Do list. 2. Select the category you want to view. The list screen now displays only the records assigned to th at cate[...]

Chapter 5 Page 85 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can as sign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right co rner of the screen o r list. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. [...]

Page 86 Using Your Basic A pplications 5. Tap OK. Tip: You can gro up the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal categor y appear in the Busi ness ca tego ry . Finding infor mation Your [...]

Chapter 5 Page 87 To look up an Address Book record: 1. Display the Address list screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For exampl e, writing an “ s” scro[...]

Page 88 Using Your Basic A pplications Find searches for the text in a ll records and all notes. As your handhe ld searches for the text, you can ta p Stop at any time. You m ay want to do this if t he entry you want appea rs be- fore your handheld finishes th e search. To con tinue the search after you tap Stop , tap Find More. 4. Tap the text tha[...]

Chapter 5 Page 89 5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Gra ffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in th e following circumstances: ■ While en tering tex t: For examp[...]

Page 90 Using Your Basic A pplications 3. Tap Who. 4. Tap Lookup. The Attendees Lookup screen displays all the na mes in your Address Book that have da ta in the Company field. 5. Select the name you want to add, an d then tap Add. The name appears in the Attendees screen. 6. Repeat step s 4 and 5 to ad d more nam es. 7. Tap Done. 8. Tap OK. Sortin[...]

Chapter 5 Page 91 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK. To sort records in Address Book, Note Pad, and Memo Pad: 1. Open the application to display the list screen. 2. Tap the Menu icon . 3. Tap Options, and then ta p Preferences. Address Book: Note Pa d: Memo Pad: 4. Do on e of the follow ing: Address Boo k: Ta[...]

Page 92 Using Your Basic A pplications To sort th e Note Pad o r Memo list ma nually, tap and drag a memo or note to a new locatio n in the list. Note: To mak e the list of your memo s appear in Palm Des ktop software as you manually sorted it on your handh eld, open Memo Pad in Palm Desktop so ftware and click List by. Then select Order on handhel[...]

Chapter 5 Page 93 3. Tap the Current Privacy pick list and select Hide Reco rds. 4. Tap OK to confirm that you w ant to hide private records. To mask all private records : 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list and select Ma sk Records. 4. Tap OK to confirm that you w ant to mask private records. To dis[...]

Page 94 Using Your Basic A pplications 2. Enter your password, and then tap OK. To unmask individual records: 1. Tap a masked record. 2. Do one of the follow ing: If you do not have a password, a masked record becom es visi- ble. If you have a password, th e Show Private Records dialog box appears. Go to step 3. 3. Enter your password, and then tap[...]

Chapter 5 Page 95 6. Tap Done. A small no te icon appear s at the right side o f any item that h as a note. To review or edit a note: 1. Tap the Note icon . To delete a n ote: 1. Tap the Note icon . 2. Tap Delete. 3. Tap Yes. Choo sing fonts In all basic appl ication s except Expense, you can cha nge the font style to make text easier to read. You [...]

Page 96 Using Your Basic A pplications To change the font style: 1. Open an ap plic ation . 2. Tap the Menu icon . 3. Tap Options, and then tap Font. 4. Tap the font styl e you want to use. 5. Tap OK. Reviewing Reminders You can set ala rms to notify yo u of appoin tments, notes, a nd alarms in Date Book, Note Pad, and Clock. When an alarm occurs, [...]

Chapter 5 Page 97 5. Tap Clear All to dismiss a ll reminders in the list . Note: If you tap Done or Snooze and view the reminder list later, the current time displays in the Reminder bar an d the original alarm tim e displays w ith each list item . Application-specific tasks Date Book When you open Da te Book, the scr een shows the current date and[...]

Page 98 Using Your Basic A pplications 2. Enter a description of the event. You ca n enter up to 255 cha racters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the even t to open the Set Time dialog box. Tip: You can also open the S et Time dialog (to select a start time) by making[...]

Chapter 5 Page 99 5. Tap OK. 6. Tap a blank area of the sc reen to deselect the event. A vertical line appears next to the time, indicating the duration of the e vent. Note: If an event has the same start an d end time, the time is only display ed once. To schedu le an event for another day: 1. Select the date you w ant for the even t by doing one [...]

Page 100 Using Your Basic A pplications Tip: In the Go to Date dialog box, you can a lso use the scroll button on the front panel of the ha ndheld to move forward or backw ard one month at a time. 2. After you lo cate the date, follow the steps for scheduling an event for the current d ay. To schedule an untimed ev ent: 1. Select the date that you [...]

Chapter 5 Page 101 5. Tap a blank area on the screen to deselect the untimed event. Note: If you create an event and decide later that th ere is no particular sta rt or end time, you can easily change it to an untimed event. Tap the time of the even t in the Date Book screen, tap No Time, and then tap OK. Rescheduling an event You can easi ly make [...]

Page 102 Using Your Basic A pplications 3. Tap the Alarm check box to select it. The default setting, 5 Minutes, appears. 4. Tap the pick list to select Minutes, Hou rs, or Days. 5. Select the 5 and enter any n umber from 0 to 99 (inclusive) as the number of time units. 6. Tap OK. 7. When the reminder message a ppears on screen, do one of the follo[...]

Chapter 5 Page 103 chapter for details. For example, you set an alarm f or an untimed event that occurs on February 4th. If the a larm is set for 5 minutes, the rem inder message appears at 11:55 PM o n the night of February 3rd. The rem inder remains in the reminder list until you turn on your handheld and dismiss it . Scheduling repeati ng or con[...]

Page 104 Using Your Basic A pplications 7. Tap OK. After you schedule a repeating or co ntinuous event, this icon appears to the far right of the event. Changing repeating or continuous events When you make changes to a repea ting or con tinuous event, such as deleting or adding no tes, or changing the time of an event, you can decide which of the [...]

Chapter 5 Page 105 ■ If you change the date of an occurrence of a repeating event (e.g., from January 14 th to Janua ry 15th ) and apply the change to all occurrences, the new date beco mes the start date of the repeating event. Your handhel d adjusts the end date to maintain the duration of the event. If you apply the change to current and futur[...]

Page 106 Using Your Basic A pplications To display the Week View: 1. Tap the Week View butto n. 2. Tap the navigation contro ls to move forward or backw ard a week at a time, or tap on a co lumn to display details of an event. Note: The Week View also shows untimed eve nts and events that are be fore and af ter the range of times show n. 3. Tap an [...]

Chapter 5 Page 107 ■ Tap any day or date that appears at the top of the Week View to move directly to that day w ithout selecting an event. ■ The Week View shows the time span defined by the Start Tim e and End Time in the Date Book Prefe rences settings. If you have an event before o r after this time span, a bar appears at the top or bottom o[...]

Page 108 Using Your Basic A pplications You can contro l the dots and lines th at appear in the Month View. Se e “Options menu” later in this chapter. Tips for using Mont h Vi ew: Keep the following points in 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 fo[...]

Chapter 5 Page 109 2. Tap the navigation controls to move forward or backward a day at a time, or to display more events and To Do items. Note: You can also change the category of To D o items shown. Click on the pick list to cho ose another catego ry. See “To Do List ” for mor e information on working with To Do items. Date Book menus, pref er[...]

Page 110 Using Your Basic A pplications Display Options Allows you to ch ange Date Boo k’s appearan ce and which events display. ■ Show Tim e Bars. Activates the time ba rs that appear in the Day View. The time bars show the duration of an even t and illustrate event conflicts. ■ Compre ss Day Vi ew. Co ntrols how times appear in the Day View[...]

Chapter 5 Page 111 Addres s Book Address Book is the application in which you store name and address information abo ut people or business es. Creating an Addres s Book entry A record in Address Book is called an “entry.” You can create entries on your h andhe ld, or you can use Palm Deskt op software to create entries on your computer and then[...]

Page 112 Using Your Basic A pplications See “Im portin g data” in Ch apter 2 and Pa lm De sktop onl ine He lp for more information . To create a new Address Book entry: 1. Press the Addres s Book applicat ion butto n on the front of your handheld to display the Addre ss list. 2. Tap New. 3. Enter the la st name of the person you want to add to [...]

Chapter 5 Page 113 Sacramento and S an Francisco in your Addr ess Book. As you enter “S” Sacramento appears, a nd as you continue entering “a” and “ n” San Francisco r eplaces Sacramento. As soon as the word you w ant appears, tap in the n ext field to ac cept the word. 7. Tap the scroll arrows to move to the next page of in formation. [...]

Page 114 Using Your Basic A pplications 4. Select a ne w label. Changing Address Entry det ails The Address Entry Details dialog box provides a variety of options that you can a ssociate with an entry. To open the Address Entry Details dia log box: 1. Tap the entry whose deta ils you want to change. 2. Tap Edit. 3. Tap Details. 4. Select any of the[...]

Chapter 5 Page 115 Address Book menus Address Book menus are shown here for your reference, and Address Book features that are n ot 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 dif fer depending on whether yo u’re displaying the A[...]

Page 116 Using Your Basic A pplications Preferences ■ Remember last cat egory. Determines how Address Book appears w hen you return to it from another applicatio n. If you select this check box, Address Book sho ws the last category you selected. If you clear it, Address Book displays the All ca tegory. ■ Enab le Tap Dialin g. Al lows autom ati[...]

Chapter 5 Page 117 To Do Li st A To Do List item is a reminder o f some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List ite m: 1. Press the To Do List applicatio n button on the front of your handheld to display the To Do List. 2. Tap New. 3. Enter the text of the To Do List item. The text can [...]

Page 118 Using Your Basic A pplications To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. 2. Tap the Priority number that you want to set (1 is most im portant). Checking off a To Do List item You can check o ff a To Do List item to indicate that you’ve completed it. You can set the To D[...]

Chapter 5 Page 119 Set ti n g a due da te You can associat e a due date wi th any To Do List item. Yo u can also sort the items that appear in the list based on their due date. To set a due date for a To D o List item: 1. In the Details dialog box, tap “No Date” to open the Due Date pick list. 2. Tap the date th at you wan t to assign th e item[...]

Page 120 Using Your Basic A pplications To Do Show Options The Show Options dialog bo x enables you to co ntrol the appeara nce of To Do List, and To Do items in D ate Book Agenda view. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the follow ing settings : Show Complet ed Items Displays your com pleted items in [...]

Chapter 5 Page 121 3. Tap OK. To Do List menus To Do List menus are show n here for your reference, and To D o List features that are n ot explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Show Due Dates Displays the due dates associated wit[...]

Page 122 Using Your Basic A pplications Note Pad A record in Note Pa d is cal led a “note.” You can assign each note a ti tle and store up to 99 9 notes on your ha ndheld. To create a new note: 1. Press the Note Pad application button on the front panel of your ha ndheld to open a n ew note . Note: If Note Pad is already running, tap New. 2. Wr[...]

Chapter 5 Page 123 2. Review or edit the contents of the note. 3. Tap Done. Setting an alarm for a note You can set an alarm for a specific time and date to remind you to foll ow-up on a no te. To set an alarm fo r a note: 1. Tap the note to w hich you want to assign an alarm. 2. Tap the Menu icon . 3. Tap Options, and then ta p Alarm. 4. Tap the T[...]

Page 124 Using Your Basic A pplications 7. Tap the year, month a nd date you want the alarm to sound. After you tap the date, the Set Alarm dialog box reappears. 8. Tap OK. 9. When the alarm goes off and the reminder message appears on screen, do one o f the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap[...]

Chapter 5 Page 125 Note Pad menus Note Pad menus are show n here for your reference, and Note Pad features that are n ot 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 dif fer depending on whether yo u’re displaying th e Note Pad li[...]

Page 126 Using Your Basic A pplications Tip: In the Memo list screen, you can also begin writing in the Graffiti writing ar ea to create a new memo. Th e first letter is automaticall y capital ized and begins your new memo . 4. Enter the text you want to appear in the memo. Use the c arriage return stroke to move down to new lines in the m emo. 5. [...]

Chapter 5 Page 127 Memo Pad menus Memo Pad menus ar e shown here fo r your reference, a nd Memo Pad features that are n ot 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 dif fer depending on whether yo u’re displaying the Mem o list[...]

Page 128 Using Your Basic A pplications Calculator The Calculator includes several butto ns to help you perform calculations . Clears the entire calculation and enables you to begin a fresh calculation. Clears the last number you entered. U se this button if you make a mistak e while entering a number in the m iddle of a ca lculation . This butto n[...]

Chapter 5 Page 129 Recent Calculat ions The Recent Calculatio ns comman d enables you to review the last series of calculations and is particularly useful for confirming a series of “ch ain” c alculat ion s. To display recent cal culations: 1. Tap the Menu icon . 2. Tap Optio ns, and then tap Recent Calcul ations. 3. After you finish reviewing [...]

Page 130 Using Your Basic A pplications Opt ion s menu s Clock Clock makes it easy for you to check the time and date, and provides a convenien t travel alarm feature. See “ Customizing your h andheld” in Chapter 1 for details on setting the current date and time for all the applications o n your handh eld. In addition to setting the date a nd [...]

Chapter 5 Page 131 5. When the alarm re minder message appears, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appear s again in five minutes, and an attention indicator blinks in the upper-left corner of [...]

Page 132 Using Your Basic A pplications Expense Expense enables you to record the date, expense type, and the amount that you spent. A reco rd in Expense is called an “item.” You can sor t your Expense items into categories or add other information that you want to associate with the item. To create an Expe nse item: 1. Tap the Applications ico[...]

Chapter 5 Page 133 4. Enter the amoun t of the expens e. 5. Tap the Expense type pick list and select a type from the list. Note: As soon as you select an expense type, your handheld saves your entry. If you do no t select an expense type, it does not save the entry. Tip: Another quick way to create a new Ex pense item is to make sure that no Expen[...]

Page 134 Using Your Basic A pplications Entering receipt detail s Expense provides a variety of options that you can associate w ith an item. These options a ppear in the Receipt Details dia log box. To open the Receipt Details dialog box: 1. Tap the Expense it em to which yo u want to as sign details. 2. Tap Details. 3. Select an y of the fo llowi[...]

Chapter 5 Page 135 4. Tap OK. Customizing the Curr ency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currenc y pick list: 1. Tap the Currency pick list in the Receipt D etails dialog box, and then select Edit currencies. 2. Tap each Currency pick list and select th e country whose curre[...]

Page 136 Using Your Basic A pplications 6. Tap OK. Defining a cust om currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency sy mbol: 1. Tap the Menu icon . 2. Tap Options, an d then tap Custom Currencies. 3. Tap one of the four Cou ntr[...]

Chapter 5 Page 137 Receipt Details dialo g box associated with that item. Show Options Show Options define the sort order and other settings that relate to your Expense items. To open the Show Options di alog box: 1. In the Expense list , tap Show. 2. Sele ct any of the option s. 3. Tap OK. Transferring your data to Microsoft Excel After you enter [...]

Page 138 Using Your Basic A pplications Displaying the euro on your desktop computer When you perform a Ho tSync operation, the euro symbol is transferred to your Desktop application like any other piece of data on your handheld. The symbol appears in your Desktop application, however, only if you are using fonts that support the euro symbol. These[...]

Chapter 5 Page 139 Tip: You can press Ctrl+click to select m ultiple categories. To print the expenses associated with a ll of your Expense categories, select All in the Categories group. 4. If you want to define an end date fo r the expe nse report, enter the date in the End Date bo x. Note: If you do not specify an end date, a ll expense entries [...]

Page 140 Using Your Basic A pplications If you want t o streamline o r customize your expens e reports, you can change these templates. For example, you can a dd your company name to a template. See Appendix C for inf ormation on chan ging templat es. To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Micr[...]

Chapter 5 Page 141 3. Enter name, department, an d other information as necessary fo r your expense report. 4. Click the Templates m enu; then select an expens e template. Note: If you want to create your own custo m expense templa te and have it appear in the Templates m enu, see Appendix C for more inf ormation. 5. Click OK. Expense menus Expense[...]

Page 142 Using Your Basic A pplications Preferences ■ Use autom atic fill. Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area . For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and th en “E” en ters “Telephone” which is the first e[...]

Chapter 6 Page 143 Chapter 6 Communicating Using Your Handheld The previous chapter described the fea tures of your handh eld that help you stay organized. This chapter describes the features that help you stay connected. ■ Manag ing deskt op E -Mail: Using yo ur handheld, you ca n read, reply to, compose, and delete e-mail from your Windows desk[...]

Page 144 Comm unicating U sing Your Hand held In M ail, you ca n d o the foll owi ng: ■ View, delete, file, and reply to incoming mail. ■ Create outgoing e-mail items and drafts of e-mail items. ■ Create simple or complex filters, which allow you to decide the type of e-mail that your ha ndheld retrieves from your desktop E-mail applica tion.[...]

Chapter 6 Page 145 To set up Mail on a Windows compu ter: 1. Click Start in th e Windows taskba r. 2. Highlig ht Programs , highligh t Palm Deskt op softwa re, and then click Mail Setup to begi n setup. 3. Follow the instructions onscreen to set up your han dheld for use with your desktop E-Mail app lication. To select HotSync options: 1. Click the[...]

Page 146 Comm unicating U sing Your Hand held Note: Cha nging the HotSy nc setti ng from the defa ult affe cts onl y the next HotSync operation. Thereafter, the HotSync Action reverts to the default setting. To change your Mail setup options : 1. Click the HotS ync icon in the Windows sy stem tray. 2. Choo se Cust om. Tip: You can also choose Custo[...]

Chapter 6 Page 147 To open an e-mail item: ■ Tap an e-mail item to open it. To close an e-ma il item: ■ Tap Done to close the e-mail item. Displaying full header informa tion By default, Mail displays abbreviated header information, which comprises only the From: and Subj: f ields. The full header provides complete information about the sender,[...]

Page 148 Comm unicating U sing Your Hand held To create an e-mail item: 1. Tap New. Tip: You can also create an e-mail item by tapping New from the Mess age menu. 2. Enter the e-ma il address of the re cipient. Note: Enter the address as if you were entering it from your desktop E-Mail application. For example, network users sending an e-mail item [...]

Chapter 6 Page 149 example, tap “To :”) to expand th at field. Tap the Done button to return to the New Message screen. To reply to an e-m ail item: 1. Tap an e-mail item in the Message list to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sen der only, All recipients, or someone who didn’t see the original [...]

Page 150 Comm unicating U sing Your Hand held Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Loo k Up command to access the information in your Address Boo k. To look up an e-mail address : 1. Tap[...]

Chapter 6 Page 151 Adding det ails to e-mail items Before you send your e-mail item, you can attach addi tional attrib utes to it, such as a signature or a prio rity level. These features are dependent on th e desktop E-mail application you use. If your application does not support th e attribute you select, your handheld cannot attach that attribu[...]

Page 152 Comm unicating U sing Your Hand held Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Priority pi ck list and select the prio rity you want . 3. Tap OK. Tip: Your handheld can flag e-mail it ems with a specific priority only if your desktop E-Mail application suppo rts this fe[...]

Chapter 6 Page 153 4. Tap the BCC: field an d enter an ad dress. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For e xample, a signature can contain your name, address, pho ne and fa x numbers, and an y other text you want to include. By defining such i[...]

Page 154 Comm unicating U sing Your Hand held 2. Tap the Signature ch eck box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create wi ll also contain y our signatu re until yo u deselect the Signature option. 3. Tap OK. Note: The sign ature does n ot display in yo ur e[...]

Chapter 6 Page 155 To retrieve an e- mail item: 1. In the Me ssage list, t ap Outbox fr om the pick list in the u pper-right corner. 2. Tap the e-mail item you want to retrieve. 3. Tap Edit. Draft e-mail Sometimes you m ay not want to s end an e-mail item immedi ately; f or example, you may want to add additional inform ation before sending it. You[...]

Page 156 Comm unicating U sing Your Hand held 2. Tap the Menu icon . 3. Tap Message, an d then tap Save Draft. To edit an e-mail i tem saved as a draft: 1. In the Message list , tap Draft from the pick lis t in the upper-right corner. 2. Tap the draft you want to display. 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as[...]

Chapter 6 Page 157 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you ca n send it, save it as a draft, or return it to the Filed folder. Deleting e-mail Your handheld stores deleted e-m ail in the Deleted folder until you perform the next HotSync operation. If you delete an e-mail item from the handh[...]

Page 158 Comm unicating U sing Your Hand held To purge the contents of the Deleted folder: 1. Tap the Menu icon . 2. Tap Message, and then tap Purge Deleted. 3. Tap Yes. Note: You cannot restore e-mail items after you purge them. Message list options Message lis t options ena ble you to m anage the way th e Message list displays info rmation. Folde[...]

Chapter 6 Page 159 2. Tap the Sh ow Date check box to select it. 3. Tap OK. Sorting the Message list You can sort e-mail items by the da te sent, by sender, or by subject. Note: High -priority e-mai l items always a ppear first, no matter how you sort the list . To sort the Mess age list: 1. In the Me ssag e list, tap Show . 2. Tap the Sort by pick[...]

Page 160 Comm unicating U sing Your Hand held urgent e-mail during remote synchro nization. Once defined, your handheld determines if synchroniza tion is occurring locally or remotely and uses the appropriate settings for the HotS ync operation. To open the HotSync Options dialog box : 1. Tap the Menu icon . 2. Tap Options, and then tap HotSync Opt[...]

Chapter 6 Page 161 The All setting does not mean that all information included in each e-mail item down loads to you r handheld. Trun cation se ttings (explained in a follo wing sectio n) for long e- mail item s still apply. Also, Mail never download s any attachments to your ha ndheld. The e-mail item and any text information appear, but the attac[...]

Page 162 Comm unicating U sing Your Hand held Ignoring or r eceiving e-mail The first step in establishing a special filter is to determine wh ether you want to ignore or retrieve e-mail that matches the information you specify. To define whether to ignore or receive e-ma il: ■ Tap the pick list in the center of the HotSync Options dialog box and[...]

Chapter 6 Page 163 Defining filt er strings E-mail items are filtered based on the information contained in their To:, From:, an d Subj: fields. The information that def ines what your handheld is looki ng for i s called a filter stri ng . You create a filter string by listing the words you want your handheld to find and separating them with either[...]

Page 164 Comm unicating U sing Your Hand held To define a filter string: 1. Tap a header f ield in the HotSync Options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add co nnectors, such as AND or OR, between words in a string. 3. If your string exceeds the leng th of the field, tap the name of the fi[...]

Chapter 6 Page 165 2. Tap the Retrieve All Hi gh Priority check bo x to select it. 3. Tap OK. Note: This s etting is a pplicable only if your E-Mail a pplication h as the capacity to flag high- priority e-mail items. Truncating e-mail items The Truncate featur e lets you set a point at which long e-mail item s truncate when downloading to your h an[...]

Page 166 Comm unicating U sing Your Hand held Mail menus Mail menus are shown here for your reference, and Mail feature s that are not explained elsewhere in this book are described here. See “Using m enus” in Chapter 1 for inf ormation ab out choo sing menu comma nds. Message menus The Message menu varies depen ding on whether you are viewing [...]

Chapter 6 Page 167 Beaming information Your handheld is equipped with an IR (infrared) port that you can use to bea m informa tion t o another Palm OS handhel d that ’s clos e by and also has an IR port. The IR port is located at the to p of the handhe ld, behind the small dark sh ield. You can beam the follo wing info rmation between Palm OS han[...]

Page 168 Comm unicating U sing Your Hand held inches) apart, and the path between the tw o handh elds must be clear of obstacles. Beaming distance to other Palm OS handhelds may be different. 5. Wait for the Beam S tatus dialog bo x to indicate that the transfer is complete before you con tinue working on your handheld. To beam an application: 1. O[...]

Chapter 6 Page 169 4. Tap Yes. Tips on beaming information ■ You can set the full-screen pen stroke to beam the current en try. See “Pen prefer ences” in Chapter 8 for more info rmation. ■ You can draw th e Graffiti Comma nd stroke to activate the Command tool bar, and then tap the beam icon. ■ You can use the Graffiti Com mand stroke “[...]

Page 170 Comm unicating U sing Your Hand held[...]

Chapter 7 Page 171 Chapter 7 Advanc ed H otSy nc ® Operations HotSync ® techno logy enables yo u to synchronize data between one or more Palm OS ® handhelds and Palm™ Desktop software or another PIM such as Microsoft O utlook. To synchron ize data, you must connect your handhe ld and Palm Desktop software. You can synchronize your data either [...]

Page 172 Advanc ed HotSync ® Operations 3. Click the General tab and select one of the followin g option s: Tip: If you’re not sure which option to use, keep the d efault sett ing: Alwa ys av aila ble. 4. If you are using a serial cradle, click Local tab to displa y the settings for the connection between your computer and the handheld cradle, a[...]

Chapter 7 Page 173 5. Click the Modem tab to display the modem settings a nd adjust the options as neede d. See “Co nducting a HotSync operation via modem” later in this chapter for more information. 6. If you are attached to a network, click the Netw ork tab to display the network settings and adjust the o ptions as needed. See “Conducting a[...]

Page 174 Advanc ed HotSync ® Operations To set the HotSync options on a Macintosh: 1. Double-cli ck the HotSync Ma nager icon in the Palm f older. 2. Click the HotS ync Controls tab an d select any of the followin g option s: HotSync Enab le d/ Disabled Activates the serial port monitor and prepares your Ma cintosh to s ynchron ize w ith your hand[...]

Chapter 7 Page 175 3. If you are using the optional serial cradle, click the Serial Port Setting s tab and sele ct any of the follow ing opti ons. Note: If you are usi ng the USB cradle, you do not need to adjust the settings on the Serial Port Settings tab for a direct HotSync operation; they are automatically set when you perform the first HotSyn[...]

Page 176 Advanc ed HotSync ® Operations Local Set up Enables you to perform HotSync operation s using the HotSync cradle th at is connected to your Macin tosh. If you ar e using the US B cradle for a dir ect HotSync operation, you do not need to set these options; set them if you are using the optional serial cradle: ■ Speed. D etermines the spe[...]

Chapter 7 Page 177 Note: You can set both Local and Modem settings and prepare your M acintos h to s ynchr oniz e using the H otSync c radl e or a modem. However, choo sing both setups prevents you from using either port for o ther operations such as printing, faxing, or AppleTalk networking. 4. Close the HotSync So ftware Setup windo w. Modem Setu[...]

Page 178 Advanc ed HotSync ® Operations Customizing HotSync appli cation settings For each application, you can define a set of option s that determines how records are h andled during synchronization . These options are called a “conduit.” By default, a HotSync operation synchron izes all files between the hand held and Palm Deskt op software[...]

Chapter 7 Page 179 5. Click Chan ge. 6. Click the direction in which you want to write data, or cli ck Do Nothing to s kip data trans fer for an applicatio n. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereaf ter, the HotSync Actions revert to their default settings. To use a new setting on an ong [...]

Page 180 Advanc ed HotSync ® Operations 3. From the User pop- up menu, select the appropriate user name. 4. Select an appl ication in the Condu it list. 5. Click Con duit Settings. 6. Click the direction in which you want to write data, or click D o Nothing to skip data tran sfer for an applicatio n. Note: Chan ging the HotS ync setting from the d[...]

Chapter 7 Page 181 IR HotSync operations Your handheld is equipped with an infrar ed (IR) por t that supports the IrCOMM implementation of the standards fo r infrared communication established by the Infra red Data Association (IrDA ). This means th at not only can you beam data to another Palm OS handheld tha t’s equip ped with an IR port, but y[...]

Page 182 Advanc ed HotSync ® Operations To install the extensions for infrared communic ation on a Macintosh: 1. Insert the Palm Desktop software CD-ROM into the CD -ROM drive on your Macintosh. 2. Open the Palm E xtras folder. 3. Open the IrDA Files folder. 4. Open the Install in your System Folder. 5. Go to the Ex tensions folder in your System [...]

Chapter 7 Page 183 5. In the Serial Por t drop-down box, select the simulated port that your computer uses for infrared communication. Note: See the documentation f or your operating system for instructions on find ing the simulated port. This information is usually lo cated in the Contro l Panel. 6. Click OK. Note: If your cradle is connected to a[...]

Page 184 Advanc ed HotSync ® Operations 5. Under Local Se tup, select Infrared Port fr om the Port pop-up menu . 6. Close the HotSync Software Setup w indow. Performing an IR HotSync operation After you com plete the steps to prepare for perf orming an IR HotSync operation, it is easy to perform the a ctual operation. To perform an IR HotSync oper[...]

Chapter 7 Page 185 Returning to cradle HotSync operations It’s easy to return to using the cradle for HotSync opera tions. Note: If your cradle is connected to a U SB port, you can continue using it while HotSync Manager is configured for infrared communicatio n. Use the fo llowing in structions to return to Local U SB cradle HotSync operations o[...]

Page 186 Advanc ed HotSync ® Operations Conducting a Hot Sync operation via modem You can use a modem to synchronize your handheld w hen you are away from yo ur compute r. Note: The first HotSync operation must be local, using the cradle. After that, you can perfo rm a modem HotSync operation. To perform a HotSync opera tion via modem you need the[...]

Chapter 7 Page 187 4. Click OK. Serial Port Identifies the port f or the modem. If you are unsure of the port a ssignment, lo ok at the Modem Properties in the Windows Contro l Panel . Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This s etting al low[...]

Page 188 Advanc ed HotSync ® Operations To prepare a Macintosh fo r a modem HotSync operation: 1. Confirm tha t the Macintosh modem is connected and turned o n, and that no co mmunicat ions applica tions, s uch as fax or teleph ony software, or AppleTalk networking are running on th at serial po rt. Note: Make sure the Macintosh is disconnected fr[...]

Chapter 7 Page 189 Preparin g your handheld There are a few steps you must perform to prepare your handheld f or a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon . 2. Tap the HotS ync icon . 3. Tap Modem. 4. Tap the pick lis t below the ico n and select a modem config uration. Note: If [...]

Page 190 Advanc ed HotSync ® Operations Note: If you plan to connect to your company’s dial-in server (network modem) instead of co nnecting to a co mputer modem, see “Conducting a HotSync operation via a network” later in th is chapter. 6. Enter the telephon e number to access the mod em connected to your computer. 7. If neede d, enter a di[...]

Chapter 7 Page 191 Note: Applica tions that do no t have a databas e (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 handheld, an d select your Conduit Setup options, you are rea dy to perform a modem H[...]

Page 192 Advanc ed HotSync ® Operations Conducting a HotSync operation via a network When you use the netwo rk HotSync tech nology, you can take advantage of the LAN and WAN connectivity available in many office environments. Network HotSync techno logy enables you to perform a HotSync opera tion by dialing in to a netwo rk or by using a cradle th[...]

Chapter 7 Page 193 4. Click the Network tab an d make sure your user name ha s a check mark next to it. If the check mark is not there, click the check bo x next to your user name. 5. Click OK. 6. Put your han dheld in the cradl e and perform a Ho tSync opera tion. The HotSync oper ation records netw ork information abo ut your computer on your han[...]

Page 194 Advanc ed HotSync ® Operations 6. Tap OK. 7. Tap Select Service. Note: See “Network preferences and TCP/IP soft ware” in Chapter 8 for inf ormati on on cr eating a networ k conn ectio n. 8. Tap Service and select a service. 9. Tap Done. 10. Tap the Men u icon . 11. Tap Options , then tap Conduit Se tup. Follow the instructions in “S[...]

Chapter 7 Page 195 Performing a ne twork HotSyn c operat ion After you prepare your computer and your handheld, an d select your Conduit Setup option s, you are ready to perform a network Ho tSync operation . To perform a network Hotsync opera tion: ■ Tap the modem Hot Sync icon to begin the operat ion. Using File Link The File Link feature ena b[...]

Page 196 Advanc ed HotSync ® Operations Creating a user profile If you use the File Link feature to configure several Palm OS handh elds with sp ecific informa tion (such as a company pho ne list) before distributing them to their actual users, you can create a user profile to load the data into an handh eld without associating tha t data with a u[...]

Chapter 7 Page 197 To create a user profile on a Ma cintosh: 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New Prof ile. 4. Enter a unique name for the profile and click OK. 5. Close the Users window. 6. From the User pop-up menu, choose the new profile. 7. Create the data for the pro file (such as a compa[...]

Page 198 Advanc ed HotSync ® Operations 5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotS ync operation, Palm Desktop software prompts you to assign a user name to the han dheld. To use a profile for the first-time HotSync operation on a Macintosh: 1. Connect the new han dheld to the HotSync cra dle. 2[...]

Chapter 8 Page 199 Chapter 8 Setting Preferences for Your Handheld The Preferences screens enable you to customize the con figuration options on your handheld, including the follow ing: General Set the auto shut-off interval, the Stay on in cradle feature, the system, alarm, and gam e sounds, the Alarm Vibrate and LED features, and th e Beam Receiv[...]

Page 200 Setting Prefere nces for Your Handheld Viewing preferences To open the Preferences s creens: 1. Tap the Applications icon . 2. Tap the Preferences icon . 3. Tap the pick list in the upper-right corner of the screen. 4. Select the Preferences screen you want to view. Butt ons p refer en ces The Buttons Preferences screen enables you to a ss[...]

Chapter 8 Page 201 Tip: To restore all of the buttons to their fa ctory settings, tap Default. Pen preferences The Buttons Preferences screen enables you to chang e the assignment of the full-screen pen stroke. By default, the full-screen pen stroke activates G raffiti H elp. To change the Pen preferences : 1. Tap Pen. 2. Tap the pick l ist and sel[...]

Page 202 Setting Prefere nces for Your Handheld 3. Tap OK. HotSync button s preferences The Buttons Preferences screen also enables you to associate different applications w ith the HotSync button on the cradle and the HotSyn c button on the optiona l P almModem ® accessory. Any ch anges tha t you make in the HotSync Buttons dialog box become effe[...]

Chapter 8 Page 203 Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen that appears when you start your handheld for the first time. You can recalibrate your screen af ter a hard reset, or if your digitizer dri fts . Formats preferences Use the Formats Preferences screen to set the [...]

Page 204 Setting Prefere nces for Your Handheld Time, date, week st art, and numbers format s The Time setting defines the format fo r the time of day. The time format that you select appears in a ll applications on your ha ndheld. To select the time, date, wee k start, and numbers format: 1. Tap the Time pick list and select a format. 2. Tap the D[...]

Chapter 8 Page 205 To change the cradle s etting: ■ Tap the Stay on in Cradle check box to leave your han dheld on when it is in the cradle. System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings ena ble you to turn the sounds on or off, a nd to adjust the volume level. To set the system [...]

Page 206 Setting Prefere nces for Your Handheld Beam Receive You can choo se to turn off the Beam Receive fe ature. This prohibits anyone fro m beaming information to your ha ndheld. It a lso results in a slight saving of battery power. To change the Beam Receiv e setting: ■ Tap the Beam Receive pick list a nd select On or Off. Date and Time pref[...]

Chapter 8 Page 207 Editin g conn ections The following example shows you ho w to edit the IR to Phone connection to a djust the communication speed; you can similarly edit other co nnec tions o r settings. You ca n use th e IR to Pho ne co nnect ion to perform a remote IR HotSync operation. To a ccomplish the HotSync operati on, your handheld sends[...]

Page 208 Setting Prefere nces for Your Handheld 2. Tap Details. 3. Tap the Speed pick list and select the appropriate speed. 4. Enter the initialization string supplied by the documentation for the modem attache d to your mobile phone, if necessary. 5. Tap OK, and the n tap OK again to save the configuration. After you create the conf iguration, yo[...]

Chapter 8 Page 209 Network preferences and TCP/IP software The Network Preferences settings enable you to use the TCP/IP software that is included in the ha ndheld operating system. You can use the TCP/IP software to connect with In ternet Service Providers (ISPs) or d ial-in (remote access) servers. Because the TCP/IP software is a feature of the [...]

Page 210 Setting Prefere nces for Your Handheld 2. Tap the predefined service template you w ant to use. Entering a user name The User Name setting ident ifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can con tain multiple lines of text, on ly two lines appear onscreen. To enter a[...]

Chapter 8 Page 211 ■ If you enter a password, your handheld displays the word “Assigned” in this field and does no t prompt you to enter a password during the login procedure. Note: If you are concerned about security, select the Prompt option and do not enter a password. To enter a passwo rd: 1. Tap the Password field. 2. Enter the password [...]

Page 212 Setting Prefere nces for Your Handheld Adding tel ephone setting s When you select the Phone field, your han dheld opens a dialog box in which you define the teleph one number you use to co nnect with your ISP or dial-in server. In add ition, you can also define a prefix, disable Call Waiting, and give speci al instructions f or using a ca[...]

Chapter 8 Page 213 2. Enter the prefix. 3. Tap OK. Disabling C all Waiting Call Waitin g can cause you r session to terminat e if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature befor e logging into your ISP or dial-in server. To disable Call Waiting: 1. Tap the Dis able call waiting [...]

Page 214 Setting Prefere nces for Your Handheld Using a calli ng card The Use calling card field enables you to use your cal ling card when dialing your ISP or Intranet server. Keep in mind that the re is usually a delay before you enter your ca lling card number. When you define your calling card number, you need to add commas at the beginning to [...]

Chapter 8 Page 215 To close a connec tion: ■ Tap Disconnect to terminate the connection between your handheld and your service. Creatin g additional ser vice templates You can create ad ditional service templates from scratch or by duplicating existing tem plates and editing in formation. After you create a new or duplicate template, you can add [...]

Page 216 Setting Prefere nces for Your Handheld 3. Tap the Connection type pick list and select one of the following connection types: Note: If you are not sure, try PPP; if that doesn’t w ork, ask your Internet Service Provider or your S ystem Administrator for the corre ct connection type. Idle t ime out The Idle timeou t setting defines how l [...]

Chapter 8 Page 217 Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet fo r translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identif ying a specific server that handles the translation se rvices. Each IP addr ess has four sections, separated [...]

Page 218 Setting Prefere nces for Your Handheld To identify dynamic IP addressi ng: ■ Tap the IP Address check box to select it. To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field be low the check box. 2. Tap the space to the left of the first period then enter the first sectio[...]

Chapter 8 Page 219 ■ In the Login Script dialog box on your handheld, accessed from th e Details dialog box in Network Preferences Note: You can also use non-ASCII and literal chara cters in your login script. See Appen dix D for more info rmation. Creatin g a login script on yo ur handh eld You can create login scripts by selecting com mands fro[...]

Page 220 Setting Prefere nces for Your Handheld 4. Repeat steps 2 a nd 3 until the login script is complete. 5. Tap OK. Wait For Tells your handheld to w ait for specific characters from the TCP/IP server befo re executing the next command. Wait For Prompt Detects a challenge-respon se prompt comin g from the server and then displays t he dynamical[...]

Chapter 8 Page 221 Plug-in app lications You can crea te plug-in applications con taining script com mands that extend the functio nality of the built-in script commands. A plug-in application is a standard PR C applicatio n that you in stall on your handheld j ust like any other a pplication. Aft er you install th e plug-in application, you can us[...]

Page 222 Setting Prefere nces for Your Handheld Opt ion s menu TCP/ IP troublesh ooting If you are ha ving a pro blem esta blishi ng a netw ork conn ection usin g TCP/IP, check this section and try the su ggestions lis ted. Displaying expanded Service Connection Progress messages It’s helpful to identi fy at what point in th e login procedure the[...]

Chapter 8 Page 223 Owner preferences The Owner Preferences screen enables you to record a name, company name, phone n umber, or any other inf ormation tha t you want to associ ate with y our ha ndheld . If you use the Security applica tion to turn off an d lock your handheld with a passwo rd, information tha t you put in the Owner Preferences displ[...]

Page 224 Setting Prefere nces for Your Handheld Creating a ShortCut You can create a S hortCut for any words, letters, or numbers. All ShortCuts you create appear on the list in the Sho rtCut Preferences screen. All the ShortCuts are available in an y of your handh eld applications and are backed up on your computer when you perf orm a HotSync oper[...]

Chapter 8 Page 225 Editin g a Sh ortC ut After you create a ShortCut, you can m odify it at any time. To edit a ShortCut: 1. Tap the ShortCu t you want to edit. 2. Tap Edit. 3. Make the ch anges y ou w ant an d tap O K. Deleting a ShortCu t If you no longer n eed a ShortCut, you can delete it from the list of ShortC uts. To delete a ShortCut: 1. Ta[...]

Page 226 Setting Prefere nces for Your Handheld[...]

Appendix A Page 22 7 Appendix A Maintaining Your Handh eld This chapter provides info rmation on the following: ■ Proper care of your handheld ■ Prolonging battery life ■ Resetting your h andheld Caring for you r handheld Your handheld is designed to be rugged and reliable an d to provide years of trouble-free service. Please observe the foll[...]

Page 228 Maintaining You r Handheld Battery considerat ions Please note the following consideratio ns for the battery in your hand held: ■ Under normal condition s, your handheld ba ttery should remain charged by placing it in the cradle f or just a few m inutes each day. You can conserve ba ttery life by minimizing the use of the backlight fe at[...]

Appendix A Page 22 9 Resetting your handheld Under normal circumstances, you will not have to use the reset button. On rare occasio ns, however, your ha ndheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your ha ndheld runnin g again . Performing a so ft re set A soft res et tells yo ur handheld [...]

Page 230 Maintaining You r Handheld Performing a har d reset With a hard re set, all records and en tries stored in your handheld are erased. Never perform a h ard reset unless a soft reset does not solve your problem. Note: You can restore any data previously synchronized with your computer during the next HotS ync operation. To perform a hard res[...]

Appendix A Page 23 1 3. Select the appropriate user name from the list. 4. Select an applica tion in the Co nduit list. 5. Click Chan ge. 6. Select Deskto p overwrites ha ndheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereaf ter, the HotSync Actions revert to their default settings. To use a ne[...]

Page 232 Maintaining You r Handheld To restore your data from a Macintosh after a hard reset: 1. Double-click the HotSync Manager in the Palm fo lder. 2. From the HotSync men u, choose Conduit S ettings. 3. From the Users pop-up menu, select the appro priate user name. 4. Select an appl ication from the list. 5. Click Con duit Settings. 6. Click Ma[...]

Appendix B Page 23 3 Appendix B Frequently Asked Questions If you encounter a problem wi th your han dheld, do not call Techn ical Support until you have reviewed the following lis t of frequently asked questions, and you h ave also reviewed the following: ■ The README file located in th e folder where you installed the Palm™ Des ktop softwa re[...]

Page 2 34 Frequent ly As ked Que stions Software installation pro blems Problem Solution The Palm Desktop Installer Menu did not appear when I inserted the CD-RO M into m y Windows computer. 1. Click the S tart button. 2. Choose Run f rom the S tart m enu. 3. Click Br ow se. 4. Locate your CD-ROM d rive and select the Setup.exe file. 5. Click Open.[...]

Appendix B Page 23 5 Operati ng problems Problem Solution I don’t see a nythi ng on my han dheld ’s screen. Try each of these in turn: ■ Press an application button to ensure your handheld is turned on . ■ Tap the Contrast icon in th e upper- right corner of th e Graffiti ® writing area, if your handheld supports co ntrast adjustment (ava [...]

Page 2 36 Frequent ly As ked Que stions I get a warning message telling m e my hand hel d memo ry is full . ■ Purge records from Date Book and To Do List. This deletes To Do List items and past Date Book events from the memory of your ha ndheld. See “Purging records” in Chapter 5. Y ou may need to perf orm a HotSync operation to r ecover the [...]

Appendix B Page 23 7 Tapping and writi ng problems Problem Solution When I tap the buttons or screen icons, my handhe ld activates the wro ng feature. Calibrate the screen. S ee “Digitizer preferences” in Ch apter 8. When I tap the Menu icon , nothing happens. Not all applications or screens ha ve menus. Try changing to a different application.[...]

Page 2 38 Frequent ly As ked Que stions Applicati on problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to th e current date. Make sure the Set Date box in the Date and Time Preferences screen displays the current date. See “Customizin g your handheld ” in Chapter 1 for more info[...]

Appendix B Page 23 9 HotSync problems Problem Solution I cann ot do a HotSync operation; what shou ld I check to make sure I am doing it correctly? ■ Make sure the Hot Sync cradle is connected securely. On a Windows computer try these steps: ■ Check the Window s system tray to make sure the HotSync Manager is run nin g. I f i t is n ot, ope n P[...]

Page 2 40 Frequent ly As ked Que stions I did a HotSync operation, but one of my applications did not sync hroni ze. ■ On a Windows computer, click the HotSync Manager and choo se Custom. Check that the correct condui t is active. ■ On a Mac intosh, double-click the HotSync Manager icon. From the HotSync me nu, choose C onduit Settings. Select [...]

Appendix B Page 24 1 I tried to do a local HotSync operation, but it did not complete successfully. (continued) On a Windows computer, try each step in turn: ■ Make sure HotSync Manager is running. If it is running, close it, an d restart it. ■ Make sure you select ed Local USB or Local Serial, as a ppropriate, from the HotS ync Mana ger menu .[...]

Page 2 42 Frequent ly As ked Que stions I tried to do a loca l HotSync op eration, but it di d not complete successfully . (continu ed) ■ If you are using the optional serial cradle, make sure you aren’t running a program, such as America Online, fax or telephony softwa re, or AppleTalk networking that uses the serial port you selected in the S[...]

Appendix B Page 24 3 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) ■ Make sure you are not running another program, such as WinFax, CompuServe, or America Online that uses the serial port you selected in the Setup dialog box. ■ Make sure your modem resets before you try ag ain. (T urn of f your mode [...]

Page 2 44 Frequent ly As ked Que stions I tried to do a modem HotSync op eration, but it di d not complete successfully . (continu ed) ■ If the telephone line you are using has Call Waiting, m ake sure you selected the Disable call waiting option under Modem Sync Phon e Setup on your handheld and en tered the correct code. ■ Make sure the telep[...]

Appendix B Page 24 5 My h andhe ld appears to freez e when I p lac e it n ear my computer. Move you r hand held awa y from the computer’s infrared port. When I press the HotSync button o n the cradle, nothin g happens on Pa lm Desktop softwa re and my handhe ld times out. ■ Make a copy of your Palm folder . Uninsta ll, then reinstall Pa lm Desk[...]

Page 2 46 Frequent ly As ked Que stions Beaming problems I want to sync hron ize my computer with more than one hand held. ■ If the computer runnin g Palm Desk top software sync hronizes with more than one handh eld, each handhe ld must h ave a unique name. Ass ign a user name to your handheld the first tim e you perform a HotSync operatio n. ■[...]

Appendix B Page 24 7 Recharging problems Password problems Problem Solution When I place my handh eld in the cradle, the LED indicator does not go on. ■ Confirm that yo ur handhe ld is well seated in the cradle. ■ Confirm that your recharger ca ble is properly connected to the back o f the cradle’s USB or serial po rt connector that plugs int[...]

Page 2 48 Frequent ly As ked Que stions Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot so lve your problem, conta ct your regional techn ical support office by e-mail, phone, or fax. Before requesting suppor t, please experiment a bit to reproduce an d isolate the problem. When you do contact [...]

Appendix C Page 24 9 Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to crea te your own custom expense report templates for use with the Expens e application . Note: This s ection as sumes tha t you are famili ar with Micro soft Excel or a similar spreadshee t applicati[...]

Page 250 Creating a Cust om Expense Rep ort Customizing existing sample templates Four sample Expense Repo rt templates come wi th Palm Desk top software. These templates are store d in the Template folder (which is in the same folder as the Palm Desktop softwa re application ). If the layout of one (or more) of these templates is appropriate for y[...]

Appendix C Page 25 1 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software dir ect ory) . Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt). If you do need to cha nge the Maptable.xls file, [...]

Page 252 Creating a Cust om Expense Rep ort common for an Expense report to ha ve more than one Sectio n. For example, the following sample Expense Report named Sample3.xlt contains several Sections . Because your Expense data maps to row and column areas of your final report, different Section s require different definitions for the da ta mapping.[...]

Appendix C Page 25 3 Column Headin gs optio n in the Sheet settings of the Page S etup command. This enables you to quickly determine the size of the Section(s), as well as the numbers for the start rows and co lumns. ■ On the printed copy, identify the data Sections. A Section is an area of data wi th common row and co lumn formatting. A yellow [...]

Page 254 Creating a Cust om Expense Rep ort 4. From the Edit menu, choose Copy. 5. Scroll down to a blank area of the Maptable.xls file (below the rows used fo r Sa mpl e4. xlt ), a nd c lic k on a ro w n umb er t o sel ect a bl an k row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Ma ptable.xls[...]

Appendix C Page 25 5 You may add or delete rows as necessary so that the tota l number of rows corresponds to the n umber of Sections in your custom Expense Report. To clear all of the existing settings in a row, click to select the row an d press Ctrl+Delete. Name each row to correspond to a S ection of your custom Expense Report. 9. Deter mine th[...]

Page 256 Creating a Cust om Expense Rep ort dates appears in the lig ht blue colum ns (14–17). In the Da te cell, enter the row or column num ber where a ll the date information w ill be placed. In the Dates cell, enter the number of blank columns (or ro ws) separating the date fields. If there ar e no blank columns (or rows) between date entries[...]

Appendix C Page 25 7 snacks. In the previous example, all expense items would be populated into row/column 4 of th e custom Expense Report. 14. Comp lete the t able . All of the remain ing columns (49–57 ) in the table are used to define the co lumn or row number tha t corresponds to the description. 15. Mar k a Sec tion f or pre paid expens es ([...]

Page 258 Creating a Cust om Expense Rep ort Expense file details The Expense.txt file contains four groups of data. It w ill be easier to se e these four distinct groups of data if you o pen the file with a spreadsheet application. Trip s Shows t he numb er of Expens e applic atio n categories, and lists each one followed by an “end ” statem en[...]

Appendix D Page 25 9 Appendix D Non-ASCII Characters for Login Scripts The following in formati on enables you to create custom login scripts that require non-A SCII characters. It is provided fo r advanced users who understand the use and requirements o f such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmi[...]

Page 260 Non-ASCII Characters for Lo gin Scri pts Examples: ■ ^ Includes a caret as part of the string ■ < Includes a < as part of the string ■ Includes a backslash as part of the string[...]

Product R egulat ory Info rmat ion Page 26 1 Product Regulatory Information FCC Statement This devic e complies with part 15 of the FCC rules. Operatio n is subject to the following two cond itions : (1) This device may no t cause harmf ul interf erence, and (2) this device must accept any int erfer ence re ceived, i ncludin g inter feren ce that m[...]

Page 2 62 Product Regulatory Inf ormatio n Canadian ICES-003 Statement This C lass B d igital a pparatus m eets al l requir ement s of the Canadi an Inte rferenc e- Causing E quipment Regulation s. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matérie l br ouilleur du Cana da. CE Compliance Statement Thi[...]

Product R egulat ory Info rmat ion Page 26 3 Adv ars el Eksplo sjonsfare ved feila ktig skif te av ba tteri. B enytt samme ba tteritype el ler en t ils- varende t ype anbe fait av a pparatfabri kanten. Brukte b atterie r kasseres i henho ld til fa b- rikantens in struksjoner . Waarschuwing! Bij dit pr odukt zijn batterij en geleverd. Wann eer deze [...]

Page 2 64 Product Regulatory Inf ormatio n[...]

Index Page 26 5 Index A ABA (Add ress Book archive f ile) 39 Acc ented c har acte rs Graff iti wr iting 35 onscree n keyboar d 38 Add-on appl icati ons 4 6–51 Address Book *If Found Call* entry 113 adding cus tom fields 116 archiv e fi les ( .aba) 39 busine ss card for beam ing 167 categ ori zing re cords 83 condui t for synchr onizi ng 178 creat[...]

Page 266 Index See also Infrared Bold font for text 9 5 Business card for beamin g 167 Buttons prefere nces 200 C Calculator button s ex plai ned 128– 129 memory 128 opening 72 overview 7 1 rece nt c alcul ati ons 71, 129 Cali bratio n 15, 20 3, 237 Call Wait ing, di sabling 1 90, 213 Call ing ca rd, usin g in ph one set tin gs 190, 21 4 Capital [...]

Index Page 26 7 To Do L ist items 1 17 Currency default 135 defini ng 136 for E xpense it ems 134, 13 5 Current date 238 Current time 18 Custom currencies and symb ols 136 expe nse r epor ts 24 9–258 fields in Addres s Book 116 Customizing. See Preferences Cutting text 75 Cycling throug h views 6 8, 69, 70, 71 D Data entry . See Enterin g dat a D[...]

Page 268 Index See also PIM Dialing 1 15 Digi tizer 15, 20 3, 237 DNS (Domain Naming Syst em) 217 Double-booked events 107 Draft e -mail 15 5 Dragging memos into ot her applicat ions 71 stylus to ac tivat e fea tures 2 01 using the stylus 1 5 E Editi ng reco rds 7 3–75 unsent e-mail 154 E-mail addresse s in Addr ess Boo k 113, 114 looki ng up 15 [...]

Index Page 26 9 Formats prefe rences 203 Frozen ha ndheld 236 G Games 205 General prefer ences alarm LE D setti ng 2 05 alarm so unds 205 alarm vibr ate setting 205 auto-off del ay 204 system sou nds 20 5 Glossa ry. See Graffiti S hor tCuts Graffiti accented char acters 35 alph abet 29, 3 1 basic concepts 29 capital letter s 32 Command st roke 20 d[...]

Page 270 Index Infrared connections 207 HotSy nc opera tion s 182–18 4, 207– 208 port 5, 181 problem s wi th I R HotS ync operations 244 requirements for computer 181 Initializ ation st ring 208 Installin g application s 46–50 condui t to i nstall a pplication s 178 Desktop soft ware 13 Mail. See Mail, desk top configurat ion Inte rnatio nal [...]

Index Page 27 1 synch ronizin g 146 truncati ng 165 viewing e-ma il 146 Mainten ance informa tion 227 Masking recor ds 92 Memo Pa d adding Addres s Book d ata to rec ords 8 8–89 archiv e fi les ( .mpa) 39 categ ori zing re cords 82 condui t for synchr onizi ng 178 creat ing re cords 73, 125 delet ing recor ds 75, 104 dra ggi ng memo s into other [...]

Page 272 Index O 1-2-3, fo r expense repor ts 257 Onscreen keyboard 22, 37, 75 pen strok e to open 20 1 Opening Address Book 69 application s 17–18 Calc ulator 72 Clock 73, 130 Date Bo ok 68 Expense 72 Mail 146 Memo Pad 71 Note Pad 70 To Do List 7 0 Organizer ( Lotus PIM) 39 Outbo x 154, 158 Outlook, connectin g to 14, 240 Overlapping even ts 107[...]

Index Page 27 3 Q Quattr o Pro, for expen se reports 2 57 R Range of times in Day view 111 Readi ng e-mail on handheld 14 6 Receip ts, recor ding in Ex pense 13 4 Receiving dat a. See Bea mi ng information Rech argin g the batt ery 11, 20 4 Records Address Book 111 beamin g 167 –168 choosing ca tegories 82 creatin g 73 Date Book 9 7 defi ned 73 d[...]

Page 274 Index e-ma il 147–149, 154 Serial port 173, 1 76, 177 , 186, 188 Service sele cti ng f or net wor k 209 temp lates 215, 221 Settin gs. See Preferences ShortC uts backi ng up 178 mana ging 22 4–22 5 menu comman ds 20 predefined 3 7 using 37 Showing dates in Mail l ist 158 Sign ature f or e- ma il 153– 154 Soft res et 229 Sortin g appl[...]

Index Page 27 5 pen st roke for 2 02 problems with 23 6 Turn ing on ha nd he ld applicatio n butt ons 6 displayin g own er’s nam e 223 power button 5 problems with 23 5 U Undoin g actions 7 4 Uninst alling Des ktop softwa re 51 Unive rsal con nector 9, 5 9, 206 Unrespon sive handhe ld 236 Unsent e-ma il, editin g 154 Untime d even ts 97 , 100, 10[...]

Page 276 Index[...]