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Appendix C

Sections

A Section is an area of the report that has common formatting. It is
common for an Expense report to have more than one Section. For
example, the following sample Expense Report named Sample3.xlt
contains several Sections.

Because your Expense data maps to row and column areas of your
final report, different Sections require different definitions for the data
mapping. To create additional Sections with different mapping, you
create corresponding additional lines to the mapping table file named
Maptable.xls. This procedure is explained later in this appendix.

If a section contains cells for prepaid (company paid) expenses, you
need to create an additional line in the mapping table for “prepaid.”
This will count as an additional section in the mapping table. The only
data that differs in the prepaid section (from the non-prepaid section)
is the row/column numbers for the expense type.

Analyzing your custom Expense Report

If you already have a custom Excel expense report, you can use it with
a modified mapping table. However, before you can create a
Maptable.xls file that corresponds to your custom Expense Report,
you must first analyze the characteristics of your report.

Section 1
(not prepaid)

Section 2
(prepaid)

Section 3

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Summary of Contents for Palm V

Page 1: ...Handbook for the Palm V Organizer 22866 ...

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

Page 3: ...things done 20 Elements of the organizer interface 21 Opening applications 22 Using menus 24 Four ways to enter data 26 Customizing your organizer 30 Chapter 2 Entering Data in Your Palm V Organizer 33 Using Graffiti writing to enter data 33 Writing Graffiti characters 33 Graffiti tips 35 The Graffiti alphabet 36 Writing capital letters 37 Writing numbers 37 Graffiti numbers 38 Writing punctuation...

Page 4: ...g your organizer 52 Recovering from a forgotten password 53 Chapter 4 Using Your Basic Applications 55 What Matters Most Applications for the Palm Computing Platform 55 Overview of basic applications 57 Date Book 57 Address Book 58 To Do List 59 Memo Pad 60 Calculator 60 Expense 61 Common tasks 62 Creating records 62 Editing records 62 Deleting records 64 Purging records 65 Exchanging and updating...

Page 5: ...runcating e mail items 144 Mail menus 145 Beaming information 146 Chapter 6 Advanced HotSync Operations 149 Selecting HotSync setup options 149 Customizing HotSync application settings 151 IR HotSync operations 153 Preparing your computer for infrared communication 153 Configuring HotSync Manager for infrared communication 156 Performing an IR HotSync operation 156 Returning to cradle HotSync oper...

Page 6: ... remote IR HotSync operations 179 Network preferences and TCP IP software 180 Selecting a service 181 Entering a user name 181 Entering a password 182 Selecting a connection 182 Adding telephone settings 183 Connecting to your service 185 Creating additional service templates 186 Adding detailed information to a service template 186 Login scripts 189 Creating a login script on your organizer 190 P...

Page 7: ...ng existing sample templates 214 Determining the layout of the Expense Report 215 Labels 215 Sections 216 Analyzing your custom Expense Report 216 Programming the mapping table 217 Using applications other than Microsoft Excel 221 Expense file details 222 Appendix D Non ASCII Characters for Login Scripts 223 Use of char 223 Carriage return and line feed 223 Literal characters 224 Warranty Regulato...

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

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

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

Page 11: ... of important meetings You can view scheduled events by the day week or month and you also have an agenda view for displaying current events and To Do items at the same time Keep all your contact names addresses phone numbers and other details in Address Book so you can find them as soon as you need them Add your tasks to To Do List prioritize them so you don t overlook them and assign them a due ...

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

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

Page 14: ...or off and controls the backlight feature If your organizer is turned off pressing the power button turns the organizer on and returns you to the last screen you viewed Press the power button to turn the organizer off If you have difficulty seeing the information onscreen use the backlight to illuminate your screen Press the power button and hold it down for about two seconds to turn the backlight...

Page 15: ...g area The area where you write letters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Scroll button Displays text and other information that extends beyond the area of the organizer screen Pressing the lower half of the scroll button scrolls down to view information below the viewing area and pressing the upper half of the button scrolls up to view...

Page 16: ...rt Uses infrared technology to transmit data to and receive data from other Palm Computing platform handhelds and to perform HotSync operations See Beaming information in Chapter 5 and IR HotSync operations in Chapter 6 for more information Reset button Under normal use you should not have to use the reset button See Appendix A for information about when and how to use the reset button Reset butto...

Page 17: ...zer as well as update the information between your organizer and computer using HotSync technology Note The cradle must be plugged into the serial COM port at the back of your computer Your organizer requires a dedicated port It cannot share a port with an internal modem or other device If you are unsure about the exact location of the serial port on your computer refer to the user s manual suppli...

Page 18: ...nutes each day to recharge the battery to full capacity If the battery gets low your organizer displays a warning message If this occurs perform a HotSync operation and then recharge the battery as soon as possible If your organizer shuts down you still have about a week to recharge the battery before you lose the data on your organizer An additional connection is made from the back of the cradle ...

Page 19: ...onize with Franklin Planner Software What Matters Most Applications Additionally your Franklin Planner Edition of the Palm V package includes a series of applications designed to help you use the What Matters Most time and life management methodology from Franklin Covey Information about these applications can be found in a booklet entitled What Matters Most Applications for the Palm Computing Pla...

Page 20: ...anizer The first time you start your organizer setup instructions appear on the screen These instructions include a calibration screen or digitizer Calibration aligns the internal circuitry of your organizer with its touch sensitive screen so that when you tap an element on the screen the organizer can detect exactly which task you want to perform Important Always use the point of the stylus for t...

Page 21: ...find text anywhere in your data abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field tap the dot to activate the numeric keyboard Check box When a check mark appears in a check box the corresponding option is active If a check box is empty tapping it inserts a check mark If a check box is checked tapping it removes the check ma...

Page 22: ...klin Planner Software See Buttons preferences in Chapter 7 for details on reassigning application buttons Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the previous and next pages by p...

Page 23: ... the Applications icon 2 Tap the icon of the application that you want to open If you have many applications installed on your organizer tap the scroll bar to see all of your applications Tip To find an application quickly you can write the Graffiti character for the first letter of its name The Applications Launcher scrolls to the first application with a name that begins with that letter You can...

Page 24: ...application such as Memo Pad 2 Do one of the following Tap the Menu icon Tap on the inverted title area at the top of the screen In this example three menus are available Record Edit and Options The Record menu is selected and contains the commands New Memo Delete Memo and Beam Memo Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to us...

Page 25: ...re in the Graffiti area When you draw the Command stroke the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode The command toolbar displays context sensitive menu commands for the current screen For example if text is selected the menu icons displayed may be undo cut copy and paste Tap on an icon to select the command or immediately write the cor...

Page 26: ... shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review the tip tap Done Four ways to enter data There are three ways to enter data into your organizer Using the onscreen keyboard Using Graffiti writing Entering or importing data in Franklin Planner Software and then synchronizing with your organizer Using an external...

Page 27: ... writing Your organizer includes Graffiti writing software as the primary system for entering text and numbers With Graffiti writing you write simple strokes with the stylus and they are instantly recognized as letters or numbers Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Carriage return Tab Caps lock Caps shift Tap here to display al phabetic keyboard Tap here to dis...

Page 28: ...g To open Memo Pad 1 Press the Memo Pad application button 2 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where new text will appear See Using Graffiti writing to enter data in Chapter 2 for details Using Franklin Planner Software If you have new records you want to add to your Palm V organizer and prefer to use the computer keyboard rather than the onscreen...

Page 29: ...o Pad synchronize with Franklin Planner Software while the Palm V Expense application synchronizes with the Expense Report on your desktop computer available from your Franklin Planner folder You can also synchronize e mail on your Palm V with your desktop e mail software You can use the HotSync feature to back up and exchange data between your organizer and your computer Using Franklin Planner So...

Page 30: ...o enter large amounts of data quickly and accurately while you are away from your computer Customizing your organizer You can customize your organizer by using the Preferences application You can enter personal information such as your name and address change the time and date view different date and time formats when you travel turn off sounds and configure your organizer to work with a modem or ...

Page 31: ...s to change them 4 Tap AM or PM Note Your organizer can also display time based on a 24 hour clock See Formats preferences in Chapter 7 for more information 5 Tap OK To set the current date 1 Tap the Set Date box 2 Tap the arrows to select the current year 3 Tap a month 4 Tap the current date Tap here Tap arrows to select year Tap to select month Tap to select date ...

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

Page 33: ...i characters Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type on a standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing If you draw the character shap...

Page 34: ... letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some letters For thes...

Page 35: ... in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your organizer does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area To delete characters simply set the insertion point to the right...

Page 36: ...Page 36 Chapter 2 The Graffiti alphabet Letter Strokes Letter Strokes A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period tap twice ...

Page 37: ...ter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the organizer screen If you accidentally activate Caps Shift backspace will cancel it To enter only capital letters Caps Lock Use the Caps Lock stroke Tip When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the organizer screen To return to low...

Page 38: ...le tap on the Graffiti writing area When you make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Punctuation shift ...

Page 39: ...Graffiti writing area of your organizer When the Symbol Shift is active a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Symbol Shift tab Symbol Shift ...

Page 40: ...g diagram shows the strokes required to draw an accented e Accent strokes Using these accent strokes you can write the following accented letters à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non English characters You can write the following characters without any special punctuation or shifting Note You must write these non English characters in the left side of the Graffiti writi...

Page 41: ...hortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 7 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at th...

Page 42: ... record or tap New 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 4 Tap the characters to enter text and numbers Note The onscreen keyboard also includes a dialog box for international characters You can switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place the text in the ...

Page 43: ...rmation into the Franklin Planner applications that can then be synchronized with your Palm V organizer Importing data If you have data stored in computer applications such as spreadsheets and databases or if you want to import data from another organizer you can transfer the data to your Palm V organizer Franklin Planner Software can import data files saved in either comma delimited or line delim...

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

Page 45: ... installed on your organizer appear in the Applications Launcher See Opening applications in Chapter 1 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your organizer to switch to another application Your organizer automatically saves your work in the current application and displays it when yo...

Page 46: ... display applications by category 1 Tap the Applications icon 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and select the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alternative y...

Page 47: ...Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all appl...

Page 48: ...zer To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your organizer resides in RAM memory you can delete them at any time To install add on software on your organizer 1 On your computer copy or download the application you want to install into the add on folder in your Franklin Planner directory on your computer The defaul...

Page 49: ... of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 7 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter...

Page 50: ... high scores to start a new game or to set preferences for the game Removing applications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your organizer You can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your organ...

Page 51: ...mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password private records are hidden or masked until you set the Security application to show them With a password you must enter the password to view the private entries See Making records private in Chapter 4 for information on making records private Assigning a password ...

Page 52: ...rent password 3 Tap OK 4 Do one of the following To change the password enter the new password and tap OK To delete the password tap Delete Locking your organizer You can also lock your organizer so that you need to enter your password to operate it Important If you lock your organizer you must enter the exact password to re activate your organizer If you forget the password you must perform a har...

Page 53: ...Tap Off Lock 5 To start your organizer turn it on and then enter the password Recovering from a forgotten password If you did not activate the Off Lock feature and you forget your password you can delete the password from your organizer Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten pass...

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

Page 55: ...s on how to do tasks that are specific to each application What Matters Most Applications for the Palm Computing Platform In addition to your basic Palm V applications Franklin Covey produces applications for the Palm V that support the time and life management methodology taught in the What Matters Most seminar The Franklin Covey Task List is automatically installed on your Palm V the first time ...

Page 56: ...tting goals based upon what matters most to you The Goals application helps you keep those goals continually in front of you as you plan your time Weekly Compass The Weekly Compass helps you review your key roles and relationship and set goals for the upcoming week to strengthen these relationships Franklin Planner Software includes Wizards that can help you with each of these special applications...

Page 57: ... a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your To Do items for the day Set an alarm to sound prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your organizer Attach no...

Page 58: ...c or e mail addresses for each name Define which phone number appears in the Address list for each Address Book entry Attach a note to each Address Book entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups To open Address Book Press the Address Book application button on the front pane...

Page 59: ...tems either by due date priority level or category Attach notes to individual To Do List items for a description or clarification of the task To open To Do List Press the To Do List application button on the front panel of your organizer To Do List opens to display the category of items you last viewed Press the To Do List application button repeatedly to cycle through the categories in which you ...

Page 60: ...on Later you can copy and paste this information to other applications To open Memo Pad Press the Memo Pad application button on the front panel of your organizer Memo Pad opens to display the last Memo Pad screen that you viewed Note Press the Memo Pad application button repeatedly to cycle through the categories in which you have memos Calculator Calculator enables you to perform addition subtra...

Page 61: ...with any money that you spend Assign expense items to categories so that you can organize and view them in logical groups Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on yo...

Page 62: ...d 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record 6 In Address Book and Memo Pad only Tap Done There s no need to save the record because your organizer saves it automatically Editing records After you create a...

Page 63: ...down to select a group of lines The following commands may appear in an Edit menu Undo Reverses the action of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your organizer You can paste the text you cut into another area ...

Page 64: ...you choose to save a copy of the selected item your organizer transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In the Details dialog box of the application tap Delete and then tap OK Delete the text of the record Note In Date Book you can choose to delete the text of the Sel...

Page 65: ...r 5 for more information Purging is not available in Address Book or Memo Pad so delete outdated records from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the se ries ends befor...

Page 66: ...sing the network HotSync technology See Chapter 6 for information about performing HotSync operations via a modem network or IR port Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information on both the organizer and Franklin Planner Software After you enter this information and synchronize the HotSync Manager recognizes your orga...

Page 67: ...radle Important The first time you perform a HotSync operation you must enter a user name in the New User dialog box and click OK Every organizer should have a unique name To prevent loss of a user s records never try to synchronize more than one organizer to the same user name The HotSync Progress dialog box appears and synchronization begins 4 Wait for a message on your organizer indicating that...

Page 68: ... Palm V according to the order they were entered If you try to synchronize more than 15 categories in Franklin Planner Software with the Palm V only the first 15 categories entered in Franklin Planner Software will be synchronized with the Palm V Length of Categories In addition Palm V categories can be no longer than 15 characters in length However Franklin Planner Software supports category name...

Page 69: ... department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses according to different business trips Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In ...

Page 70: ...he list screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the organizer toggles through all the categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Tap New Tap here Tap here ...

Page 71: ...n assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename 4 Enter the new name for the category and then tap OK ...

Page 72: ...a name to scroll immediately to that name Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book the scroll button on the front panel of the organizer makes it easy to navigate among your address entries In the Address l...

Page 73: ...to view its contents Using Find You can use Find to locate any text that you specify in any application To use Find 1 Tap the Find icon Tip If you select text in an application before you tap Find the selected text automatically appears in the Find dialog box 2 Enter the text that you want to find Find is not case sensitive For example searching for the name davidson also finds Davidson Find locat...

Page 74: ...he Address list screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Begin to spell the last name of the name you want to find The list scrolls to the first record in the list...

Page 75: ...gins with Wi your organizer inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your organizer replaces the selected text and adds the name and its associat...

Page 76: ...depending on the application Sorting is available in applications that have list screens Address Book To Do List Memo Pad and Expense Note You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the list screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To sort r...

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

Page 78: ...vacy pick list and select Hide Records 4 Tap OK to confirm that you want to hide private records To mask all private records 1 Tap the Applications icon 2 Tap Security 3 Tap the Current Privacy pick list and select Mask Records 4 Tap OK to confirm that you want to mask private records Tap Hide Records Tap Mask ...

Page 79: ...password and then tap OK To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK Attaching notes In all basic applications except Memo Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can attach a note with directions to the lo...

Page 80: ... that has a note To review or edit a note 1 Tap the Note icon To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes Choosing fonts In all basic applications except Expense you can change the font style to make text easier to read You can choose a different font style for each application Note icon ...

Page 81: ...font style 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Font 4 Tap the font style you want to use 5 Tap OK Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 82: ...ok makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the list of times marked with a diamond You can have more than one un...

Page 83: ...Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences 5 Tap OK Tap the time of an event Start Time highlighted Tap to scroll to earlier ho...

Page 84: ...ws to move to another week Tip You can also use the scroll button on the front panel of your organizer to move forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the organizer to move forwa...

Page 85: ...a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area 4 Enter a description of the event 5 Tap a blank area on the screen to deselect the untimed event Note If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap No...

Page 86: ...re an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm tone sounds a reminder message also appears onscreen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details 3 Tap th...

Page 87: ...s for an untimed event instead the reminder message appears onscreen For example you set an alarm for an untimed event that occurs on February 4th If the alarm is set for 5 minutes the reminder message appears at 11 55 PM on the night of February 3rd The reminder remains onscreen until you turn on your organizer and tap OK to dismiss it Scheduling repeating or continuous events The Repeat function...

Page 88: ...r month 6 To specify an end date for the repeating or continuous event tap the End on pick list and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon appears to the far right of the event Changing repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or c...

Page 89: ...st occurrences prior to the day on which you change the setting are not changed and your organizer creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your organizer adjusts the end date to maintain the duration of the event...

Page 90: ... the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button 2 Tap the navigation controls to move forward or backward a week at a time or tap on a column to display details of an event Note The ...

Page 91: ...e span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that...

Page 92: ... in the upper right corner to move forward or backward a month Tap Go to to open the date selector and select a different month Use the scroll button on the front panel of your organizer to move between months Press the upper half of the button to display the previous month the lower half to display the next month Working in Agenda View The Agenda view shows you your untimed events appointments an...

Page 93: ...he Agenda View button 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 Do items shown Click on the pick list to choose another category See To Do List for more information on working with To Do items Date Book menus preferences and display options Date Book menus are shown here for your r...

Page 94: ...ons menu Display Options Allows you to change Date Book s appearance and which events display Show Time Bars Activates the time bars that appear in the Day View The time bars show the duration of an event and illustrate event conflicts ...

Page 95: ...View only Preferences Start End Time Defines the start and end times for Date Book screens If the time slots you select do not fit on one screen you can tap the scroll arrows to scroll up and down Alarm Preset Automatically sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of t...

Page 96: ... data import capabilities that enable you to load database files into Address Book on your organizer See Importing data in Chapter 2 and Franklin Planner Software online Help for more information To create a new Address Book entry 1 Press the Address Book application button on the front of your organizer to display the Address list 2 Tap New 3 Enter the last name of the person you want to add to y...

Page 97: ...sco in your Address Book As you enter S Sacramento appears and as you continue entering a and n San Francisco replaces Sacramento As soon as the word you want appears tap in the next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering information tap Done Tip To create an entry that always appears at the top of the Address list begin...

Page 98: ...list next to the label you want to change 4 Select a new label Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details 4 Select any of the following settings Tap triangle ...

Page 99: ...ation appears in the Address list screen Your options are Work Home Fax Other E mail Main Pager and Mobile The identifying letters W H F O E M or P appear next to the record in the Address list depending on which information is displayed If the E mail or Other fields end in a letter the identifying letters are not displayed Category Assign the entry to a category Private Hide this entry when Secur...

Page 100: ...ok shows the last category you selected If you clear it Address Book displays the All category RenameCustom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address Book Address list Address view ...

Page 101: ...tem Tip If no To Do List item is currently selected writing in the Graffiti writing area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange items by priority and due date with priority 1 items at the top If you have a number of it...

Page 102: ...to indicate that you ve completed it You can set the To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do List item Tap the check box on the left side of the item Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individu...

Page 103: ...ox tap No Date to open the Due Date pick list 2 Tap the date that you want to assign the item 3 Tap OK Tip If you turn on the Show Due Dates option in the To Do Show options dialog you can tap directly on the due date in the To Do List to open the pick list shown in step 2 Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the curr...

Page 104: ...ete check them Items that no longer appear on the list because you turn off this setting have not been deleted They are still in the memory of your organizer Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until the...

Page 105: ...r 1 for information about choosing menu commands Record menu Options menu Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Categories Shows the category for each item About To Do List Shows version information for...

Page 106: ...emo Pad application button on the front of your organizer to display the Memo list 2 Tap New Tip In the Memo list screen you can also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 3 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 4 Tap Done Rev...

Page 107: ...eference and Memo Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus Tap a memo to review its contents Memo list Memo screen Memo list Memo screen ...

Page 108: ...to the top first line of the memo Go to Bottom of Page Moves to the bottom last line of the memo Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad ...

Page 109: ... the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number that you add...

Page 110: ...us Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menus About Calculator Shows version information for Calculator ...

Page 111: ...s icon 2 Tap Expense 3 Tap New Tip You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen The first number you write begins the amount of your new Expense item 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list Note As soon as you select an expense type your organizer saves y...

Page 112: ... date of an Expense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expense item To change the date of an Expense item 1 Tap the Expense item you want to change 2 Tap the date of the selected item 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item These opt...

Page 113: ...o Microsoft Excel later in this chapter for more information Currency Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog box You can also display up to four other common types of currency See Customizing the Currency pick list later in this chapter for more information Vendor and City Lets you record the name of th...

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

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

Page 116: ...bles you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the Palm V organizer package The procedures in this section also assume that you have installed Franklin Planner Software with the Palm interface files Sort by Enables you to sort expen...

Page 117: ... application and they are not produced by Palm Computing Printing the euro Even with operating system support problems may arise while printing documents that contain the euro When a font is present on both the printer and the computer the printer font is used by default to increase printing speed If the printer font does not include the euro a box prints instead of the euro symbol You can work ar...

Page 118: ...u can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to the date of the last HotSync operation 5 Do one o...

Page 119: ...plates When you use one of these templates you can edit your expense data in Microsoft Excel The templates have the extension xlt and are stored in the template folder in the Franklin Planner Software directory on your computer To see what a template looks like before you use it open the template in Microsoft Excel For example the template Sample2 xlt looks like this ...

Page 120: ...Click Options 3 Enter name department and other information as necessary for your expense report 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not ...

Page 121: ... 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 then E enters Telephone which is the first expense type beginning with the letters TE About Expense Shows version information for Expense ...

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

Page 124: ... 6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop e mail application does not appear on the list you may still be able to manage your desktop e mail application from your organizer by means of special connection software called a conduit that lets you synchronize your desktop e mail application and your organizer Contact the vendor of your e ...

Page 125: ...ion reverts to the default setting To change your Mail setup options 1 Click the HotSync icon in the Windows system tray 2 Choose Custom 3 Select Mail in the list box Synchronize the files Synchronizes the mail on your organizer and your desktop e mail application Desktop overwrites handheld Replaces the mail on your organizer with the mail in your desktop e mail application You should use this op...

Page 126: ...technology see Chapter 6 Opening the Mail application on your organizer To open Mail 1 Tap the Applications icon then tap the Mail icon Viewing e mail items The Message list displays a list of your incoming e mail items who sent them and the date they were received E mail items you ve read have a check next to them High priority e mail items appear in bold To open an e mail item Tap an e mail item...

Page 127: ...n an e mail item 2 Tap the Complete Header icon Tip To redisplay the abbreviated header tap the Abbreviated Header icon Creating e mail items You create e mail items with your organizer the same way you create e mail with your desktop e mail application you identify the recipient s of the e mail item define a subject and create the body of the e mail item You create original e mail items and repli...

Page 128: ...eld and then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space 4 Tap the Subj field and enter a subject for your e mail item 5 Tap the Body field and enter the text of your e mail item Tip If the address CC subject or body exceeds the capacity of the screen display tap the name of the field for example tap To to expand that field Tap ...

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

Page 130: ... scrolls to Smith 5 Tap an address to select it 6 Tap Add Adding details to e mail items Before you send your e mail item you can attach additional attributes to it such as a signature or a priority level These features are dependent on the desktop e mail application you use If your application does not support the attribute you select your organizer cannot attach that attribute to the e mail item...

Page 131: ...y you want Priority Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Read Requests a confirmation telling you when the e mail item was read Confirm Delivery Requests a confirmation tel...

Page 132: ...f information about yourself that is appended to your e mail item as its closing For example a signature can contain your name address phone and fax numbers and any other text you want to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you crea...

Page 133: ...ng confirmations To receive a confirmation when your e mail item is read 1 In the New Message screen tap Details 2 Tap the Confirm Read check box to select it 3 Tap OK To receive a confirmation when your e mail item is delivered 1 In the New Message screen tap Details 2 Select the Confirm Delivery check box to select it 3 Tap OK Storing e mail to be sent later When you send e mail from your organi...

Page 134: ...t as long as you have not yet performed a HotSync operation When you edit an e mail item your organizer removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item and resend it save it as a draft or delete it To retrieve an e mail item 1 In the Message list tap Outbox from the pick list in the upper right corner 2 Tap the e mail item you want t...

Page 135: ...an e mail item as a draft 1 Create an e mail item then tap the Menu icon 2 Tap Message and then tap Save Draft To edit an e mail item saved as a draft 1 In the Message list tap Draft from the pick list in the upper right corner 2 Tap the draft you want to display 3 Tap Edit and enter your changes then either save the e mail item again as a draft or tap Send to move the item to your Outbox folder F...

Page 136: ...der until you perform the next HotSync operation If you delete an e mail item from the organizer it is also deleted from your desktop e mail application when you perform the next HotSync operation To delete e mail 1 Open the e mail item you want to delete 2 Tap Delete 3 If you selected the Preferences option to confirm deletion tap Yes Removing e mail from the Deleted folder You can reverse the de...

Page 137: ...ou purge is still deleted from your desktop e mail application when you perform the next HotSync operation 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 list options enable you to manage the way the Message list displays information Folders You...

Page 138: ...s by the date sent by sender or by subject Note High priority e mail items always appear first no matter how you sort the list To sort the Message list 1 In the Message list tap Show 2 Tap the Sort by pick list and select one of the following options Outbox Contains the e mail you created and sent on the organizer since the last HotSync operation Deleted Contains the e mail you deleted since the l...

Page 139: ...uses the appropriate settings for the HotSync operation To open the HotSync Options dialog box 1 Tap the Menu icon 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync Note For more information about Local and Remote HotSync operations see Chapter 6 Date Sorts e mail by date and displays the most recent e mail item at the top of the...

Page 140: ...To create a special filter you must decide whether you want to ignore All During synchronization all e mail items in your desktop e mail Inbox synchronize with your organizer and all e mail items in your organizer Outbox are sent to your desktop e mail application Send Only During synchronization only the e mail items in your organizer Outbox are sent to your desktop e mail application from there ...

Page 141: ...e Filter box in the HotSync Options dialog box Ignoring or receiving e mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e mail that matches the information you specify To define whether to ignore or receive e mail Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings Tap here to display ...

Page 142: ...he Apollo Project You would create the following filter strings In the To field jsmith aol com jjones aol com In the Subj field Apollo Project Your organizer interprets this as Accept e mail items about the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e mail items from John or Jack about any other subject When you define a string note that...

Page 143: ... a string 3 If your string exceeds the length of the field tap the name of the field to display the Notes screen for that header field For more information about header field Notes screens see Creating e mail items earlier in this chapter 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked...

Page 144: ...ts you set a point at which long e mail items truncate when downloading to your organizer By default this Truncate value is 4 000 characters By truncating long messages you reduce the time it takes to synchronize your desktop e mail and Mail as well as the amount of storage space e mail uses on your organizer Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap...

Page 145: ...ot explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message list Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version in...

Page 146: ...ion you want to exchange with business contacts Tasks from the Franklin Covey Task List An application installed in RAM memory Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 6 for more details To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record an...

Page 147: ...nu icon 3 Tap App and then tap Beam 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 5 Tap Beam When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving organizer 6 Wait for the Beam Status dialog box to indicate that the transfer is complete before you ...

Page 148: ... the Address Book application button for about two seconds to beam your business card You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 7 for more information You can use the Graffiti Command stroke B to beam the current entry ...

Page 149: ...ods include using a Palm V Modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchanging and updating data HotSync operations in Chapter 4 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose w...

Page 150: ...as needed Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer With this option the HotSync Manager synchronizes data even when Franklin Planner Software is not running Available only when Palm Desktop is running Not applicable for use with Franklin Planner Software Manual Monitors requests only ...

Page 151: ... to synchronize all files The only reason you might want to change these settings is to overwrite data on either your organizer or Franklin Planner Software or to avoid synchronizing a particular type of file because you don t use it Note Remember the To Do List does not synchronize with Franklin Planner Software Serial Port Identifies the port that Franklin Planner Software uses to communicate wi...

Page 152: ...lick the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 From the HotSync Manager menu choose Custom 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change 6 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application Note Changing the HotSync setting from the defa...

Page 153: ...ially useful if you travel with an infrared enabled laptop You simply enable infrared communication on your laptop and organizer and follow the steps in Performing an IR HotSync operation later in this section Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port the computer with which you want to synchronize must fulfill these requirement...

Page 154: ...red driver To install a Windows 95 infrared driver 1 Click the HotSync Manager icon in the Windows system tray and choose Setup Click the tabs and note the COM ports being used by the HotSync Manager You need this information later 2 Go to this web site http www microsoft com windows downloads 3 Follow the links to the Windows 95 IrDA 2 0 Infrared Driver and follow the instructions to download the...

Page 155: ...cation 1 In the Windows taskbar click Start choose Settings and then choose Control Panel 2 Double click Infrared then click the Options tab 3 Select Enable infrared communication The COM port displayed in the drop down box is the port where your infrared device is attached It should be different from any port used by the HotSync Manager 4 Make a note of which port is listed as providing applicati...

Page 156: ...Choose Setup 4 Click the Local tab 5 In the Serial Port drop down box select the COM port that was given as the simulated port in the Options tab of the Infrared Monitor in this example COM4 6 Click OK The HotSync Manager is now communicating with the simulated port defined for infrared communication This means that you cannot use your cradle again until you reconfigure the HotSync Manager to comm...

Page 157: ... the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select the COM port where your cradle is connected 5 Click OK Now the next time you want to perform a HotSync operation just press the HotSync button on the cradle as you always did in the past You can leave the HotSync application on your organizer set to perform IR HotSync operations and still use the crad...

Page 158: ...e Configuring Franklin Planner Software for multiple users See your Franklin Planner Software User s Guide for information on how to set up Franklin Planner Software for multiple users Configuring Multiple Palm V organizers The first time you conduct a HotSync operation if your Franklin Planner Software has multiple user databases HotSync Manager will prompt you to specify or select a name for you...

Page 159: ...ner Software database to synchronize with the Palm V organizer name you selected in the previous dialog box Note To avoid confusion we recommend you use the same user name for your Palm V organizer and the corresponding Franklin Planner Software database 6 From the drop down list select the Franklin Planner Software user name you want to synchronize with your Palm V organizer Then choose OK 7 The ...

Page 160: ...apter 7 for more information Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your organizer To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that...

Page 161: ...e rate first and adjust downward if you experience problems This setting allows Franklin Planner Software and your organizer to find and use the fastest speed Modem Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup String I...

Page 162: ...c icon 2 Tap Modem 3 Tap the pick list below the icon and select a modem configuration Note If you need to create a configuration tap the Menu icon then select Options and Connection Setup See Connection preferences in Chapter 7 for more information 4 Tap the Enter phone field Tap here Select a modem configuration Tap here ...

Page 163: ...box to avoid an interruption during the modem HotSync operation 8 If you want to use a calling card to place the call select the check box and enter the calling card number 9 Tap OK Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your organizer enables you to define which files and or applications synchronize during a modem HotSync operation You can use these s...

Page 164: ...er Software modem and synchronize the applications 3 Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync operation see Appendix B Conducting a HotSync operation via a network When you use the network HotSync technology you can take advantage of the LAN and WAN connectivity available in many office environments The network HotSync technology enables y...

Page 165: ...to your company s dial in server network modem is included with HotSync Manager and organizer software You need to activate the feature however on both HotSync Manager and your organizer To prepare your computer for a network HotSync operation 1 Click the HotSync Manager icon in the Windows system tray 2 From the HotSync Manager menu choose Network 3 From the HotSync Manager menu choose Setup 4 Cl...

Page 166: ...computer when you perform a HotSync operation over the network To prepare your organizer for a network HotSync operation 1 Tap the Applications icon then tap the HotSync icon 2 Tap the Menu icon then tap Options then tap Modem Sync Prefs 3 Tap Network 4 Tap OK then tap Select Service Note See Network preferences and TCP IP software in Chapter 7 for information on creating a network connection 5 Ta...

Page 167: ...r organizer and select your Conduit Setup options you are ready to perform a network HotSync operation To perform a network Hotsync operation Tap the modem HotSync icon to begin the operation Using File Link The File Link feature is not currently supported with the Franklin Covey release of the Palm V electronic organizer However Franklin Covey expects to support File Link in a future release of F...

Page 168: ...e Link option that appears in the HotSync Manager menu If you choose the File Link option however you will receive an error message that the File Link option is not currently supported Creating a user profile The User Profile feature is not currently supported with the Franklin Covey release of the Palm V electronic organizer However Franklin Covey expects to support User Profiles in a future rele...

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Page 171: ...shut off interval the Stay on in cradle feature the Beam Receive feature and the system alarm and game sounds Formats Set the country default and the formats for dates times calendar and numbers Connection Configure serial modem and infrared communication settings Owner Assign your name phone number and other owner information to your organizer Buttons Assign different applications to the buttons ...

Page 172: ... to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to re assign 2 Tap the application that you want to assign to the button Tip To restore all of the buttons to their factory settings tap Defau...

Page 173: ...eyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Turn Off Lock Turns off and locks the organizer You must assign a password to lock the organizer When locked you need to enter the password to use your organizer Beam Data Beams the current record to another Palm Computing platform handheld Drag to ...

Page 174: ... want to assign 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional Palm V Modem perform their normal HotSync functions 4 Tap OK Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your organizer for th...

Page 175: ...To set the country default 1 Tap the country name pick list 2 Tap the setting you want to use Time date week start and numbers formats The Time setting defines the format for the time of day The time format that you select appears in all applications on your organizer To select the time date week start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and sel...

Page 176: ...f you find that your organizer shuts itself off before you finish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 30 seconds 1 minute or 2 minutes Cradle settings You can choose to leave your organizer on when it is...

Page 177: ...ssociated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Beam Receive You can choose to turn off the Beam Receive feature This prohibits anyone from beam...

Page 178: ...www franklincovey com You can also create custom configurations There are four possible kinds of connections Serial to PC A local HotSync connection the direct serial connection between your organizer and your desktop computer Your organizer is connected by its serial port to the cradle and the cradle is attached by its cable to a serial COM port of your desktop computer Serial to Modem A connecti...

Page 179: ...h your Desktop application For this example you use the IrCOMM to Modem connection To create an IrCOMM to Modem connection 1 Tap New then enter a name to identify this configuration 2 Tap the Connection Method pick list and select IrCOMM to Modem 3 Tap the Dialing pick list and select TouchTone or Rotary 4 Tap the Volume pick list and select the speaker volume you want to use 5 Tap Details 6 Enter...

Page 180: ...reate Network Preferences settings Note The Connection Preferences screen enables you to define several ways that your Palm V organizer can use the Palm V Modem to communicate with remote devices For example you can communicate with your ISP server or with your computer if you are away on travel See Connection preferences earlier in this chapter for a complete explanation on how to create modem co...

Page 181: ...nfiguration settings that you can create save and reuse To select a service 1 Tap the Service pick list 2 Tap the predefined service template you want to use Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a us...

Page 182: ...rd Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your server 3 Tap OK Note The Password field updates to display the word Assigned Selecting a connection Use the Connection...

Page 183: ...g card Note The Phone Setup dialog box works correctly for AT T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 1 Enter the phone number for your ISP or dial in server 2 If you need to enter a prefix ...

Page 184: ...all while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable call waiting check box to select it 2 Enter the code to disable Call Waiting on the Disable call waiting line then tap OK Note Each telephone company assigns a code to disable Call Waiting Contact your local telepho...

Page 185: ...ore your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing a connection to your Internet Service Provider ISP or your company s network dial in server is easy Note If you are connecting to an ISP you need a third party application such as a web browser or news reader to take advantage of this c...

Page 186: ...existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Adding detailed information to a service template If you are using one of the predefined service templates you probably only need to enter your user name and teleph...

Page 187: ...ng System DNS is a mechanism in the Internet for translating the names of host computers into IP addresses When you enter a DNS number or IP address you are identifying a specific server that handles the translation services Each IP address has four sections separated by periods In the Details PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Prot...

Page 188: ...tion of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3 for the Secondary DNS number 5 Tap OK IP address Everyone who logs on to the Internet must have a unique identifier an IP address whether permanent or temporary Some networks dynamically assign a temporary IP address when cli...

Page 189: ...script is something that you are likely to receive from your IS System Administrator if your company has a system in which you log in to the corporate servers from your organizer using a modem or network connection The script is generally prepared by the System Administrator and distributed to users who need it It automates the events that must take place in order to establish a connection between...

Page 190: ...the Command list If the command requires additional information a field appears to the right of it for you to enter the information The following commands are available Wait For Tells your organizer to wait for specific characters from the TCP IP server before executing the next command Wait For Prompt Detects a challenge response prompt coming from the server and then displays the dynamically gen...

Page 191: ...ment environment that supports the Palm Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command pro...

Page 192: ...t and easy to create and edit service templates TCP IP application menus are shown here for your reference See Using menus in Chapter 1 for more information about choosing menu commands Service menu Options menu TCP IP troubleshooting If you are having a problem establishing a network connection using TCP IP check this section and try the suggestions listed Displaying expanded Service Connection P...

Page 193: ...rmation in the Network Preferences screen it will appear that you successfully logged into your network When you try to use an application or look up information however the connection fails If this occurs try adding a DNS number Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers Owner preferences The Owner Preferences screen enables you to record a name...

Page 194: ...o define abbreviations for entering text with Graffiti strokes This section describes how to create edit and delete a ShortCut See Chapter 2 for more information on the use of ShortCuts Creating a ShortCut You can create a ShortCut for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your organizer...

Page 195: ...lowed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode Editing a ShortCut After you create a ShortCut you can modify it at any time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can d...

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Page 197: ...terproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your organizer as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your organizer contains a glass element Take care not to drop your organizer or subject it to any strong impact Do not carry y...

Page 198: ...h residual energy in the battery to store the data but not enough to turn on your organizer If your organizer does not turn on when you press the power button you should recharge the unit immediately If your battery drains and you have the unit in an uncharged state for an extended period of time you can lose all of the stored data There are no serviceable parts inside your organizer so do not att...

Page 199: ...a previously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Hold down the power button on the front panel of the organizer 2 While holding down the power button use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press and release the reset button 3 Wait for the Palm Computing Platform logo to appe...

Page 200: ...ct an application in the Conduit list then click Change 5 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click th...

Page 201: ...on your regional web site If you are still having problems contact Franklin Covey Technical Support See page 212 of this chapter for telephone numbers Note Thousands of third party add on applications have been written for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application p...

Page 202: ...er 4 You may need to perform a HotSync operation to recover the memory Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 If you have installed additional applications on your organizer remove them to recover memory See Removing applications in Chapter 3 My organizer keeps turning itself off Your organizer is designed to turn itself off after ...

Page 203: ...to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area Make sure that Graffiti is...

Page 204: ... check the Memo Preferences setting Make sure that Sort by is set to Manual Remember that the sort settings you use with Franklin Planner Software are not transferred to your organizer I created an event in Date Book but it doesn t appear in the Week View In the Week View you cannot select overlapping events that have the same start time If you have two or more events with the same start time choo...

Page 205: ...heck that the Serial Port setting displays the correct COM port where your cradle is attached Make sure the cradle is connected securely I did a HotSync operation but one of my applications did not synchronize Click the HotSync Manager and choose Custom Check that the correct conduit is active I cannot launch the HotSync Manager Make sure you are not running another program such as America Online ...

Page 206: ...rial port on the Local tab in the Setup dialog It should be set to the port where you connected the cradle Try a lower baud rate setting on the Local tab in the Setup dialog Make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Read the HotSync Log for the user account for which you are performing a ...

Page 207: ...t on your computer and is connected to the incoming phone line Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup String that causes them to send initial connection sounds to a speaker You can use these sounds to check the modem connection Confirm that the Speed ...

Page 208: ...phone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary I can t perform an IR HotSync operation Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication On your organizer be sure the HotSync application is set to Local with the option IR to...

Page 209: ... presence of other infrared devices Do the following to turn off this option 1 In the Windows taskbar click Start 2 Choose Settings and then choose Control Panel 3 Double click Infrared 4 Click the Options tab 5 Deselect the option Search for and provide status for devices in range 6 Click Apply and OK If you are using Windows 98 move your organizer away from the computer s infrared port ...

Page 210: ...a to my organizer I get a message telling me it is out of memory Your organizer requires at least twice the amount of memory available as the data you are receiving For example if you are receiving a 30K application you must have at least 60K free Perform a soft reset See Performing a soft reset in Appendix A for more information Problem Solution When I place my Palm V organizer in the cradle the ...

Page 211: ... to restore your private entries 1 Use the Franklin Planner Software and the cradle or infrared communi cation to synchronize your data 2 Tap Forgotten Password in Security to remove the password and delete all private records 3 Perform a HotSync operation to syn chronize your data and restore the private records by transferring them from your computer to your organizer I forgot the password and m...

Page 212: ...p Info Note Thousands of third party add on applications have been written for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software 3 Tap Version to see version numbers and tap Size to see the amount of free memory in ...

Page 213: ...el spreadsheet Each Expense item stored in your organizer represents a group of related data You can associate the following data with an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your organizer and Franklin Planner Software on your computer the Expense data is stored on your computer in a ...

Page 214: ... Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can insert your own ...

Page 215: ...ble later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of...

Page 216: ... Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the mapping table The only data that differs in the prepaid section from the non prepaid section is the row column numbers for the expense type Analyzing your...

Page 217: ...plate folder in the Franklin Planner Software directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Programming the mapping table Once you have analyzed the components of your custom Expense Report you can program the mapping table to fill the report with data ...

Page 218: ...le In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your organizer data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes eve...

Page 219: ...xpense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Column section columns 6 9 10 Define the dimensions of the Section The dimensions of the Section appear in the green columns 10 13 of Rows Represents the total number of rows in the Section excluding any header or total rows In ot...

Page 220: ... information will be placed If the dates are in a row enter the row number If the dates are in a column enter the column number 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 If the Section will present the data in a list format enter the word yes Otherwise enter the word no The following diagram shows data presented in a list format Only if ...

Page 221: ... do not pertain to prepaid expenses 16 Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report 17 Map Expense Report Options dialog magenta section The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be ma...

Page 222: ...ication Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically ...

Page 223: ... M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed c...

Page 224: ...acter defines that the next character is transmitted as a literal character and is not subject to any special processing ordinarily associated with that character Examples Includes a caret as part of the string Includes a as part of the string Includes a backslash as part of the string ...

Page 225: ...air or replacement as provided under this warranty is the exclusive remedy of the purchaser This warranty is in lieu of all other warranties express or implied including any implied warranty of merchantability or fitness for a particular use or purpose and Franklin Covey Company shall in no event be liable to purchaser for indirect or conse quential damages of any kind or character Some states do ...

Page 226: ...ilities other than those supplied by Palm Computing Inc should check with the developer to determine if the software will correctly handle all of the subtle issues of date and time conversion Obtaining Warranty Service Year 2000 Warranty Only Note For warranty service under the Year 2000 Warranty the customer must contact Palm Computing Inc For all other warranty service the customer must contact ...

Page 227: ...uipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or television reception which can be determined by turning the equ...

Page 228: ...or In terference from Information Technology Equipment VCCI If this is used near a radio or television receiver in a domestic environment it may cause radio interference Install and use the equipment according to the instruction manual Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Discard used batteries ac...

Page 229: ...eri tilbage tilleverandøren Varoitus Paristo voi räjähtää jos se on virheellisesti asennettu Vaihda paristo ainoastaan valm istajan suosittelemaan tyyppiin Hävitä käytetty paristo valmistajan ohjeiden mukaises ti Advarsel Eksplosjonsfare ved feilaktig skifte av batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasseres i henhold til fab rik...

Page 230: ...Page 230 ...

Page 231: ...ffiti writing 36 onscreen keyboard 21 26 Application buttons 15 22 57 58 59 60 148 172 assign Task List to a button 172 Applications Address Book 58 beaming 146 147 Calculator 60 categories 45 46 Date Book 57 Expense 61 font style 81 installing 48 50 Launcher 22 23 45 47 Memo Pad 60 opening 23 plug in 191 preferences for 47 removing 50 security 51 size in kilobytes 212 To Do List 59 version of 212...

Page 232: ...Combining categories 72 Command buttons 21 equivalents Graffiti writing 25 toolbar 25 Compressing Day view 95 Computer keyboard entering data with 28 Conduits for modem HotSync operations 163 for synchronizing applications 205 152 153 200 Confirming e mail 133 Conflicting events 91 Connecting service templates 186 to server or ISP 185 Connection preferences 180 selecting for network 182 Continuous...

Page 233: ...day or Monday to start week 175 switching views 90 untimed events 82 85 Week view 90 175 204 Dates Expense item 112 setting current 31 204 showing in Mail list 138 To Do List record due 103 Day Date Book view 82 95 Decimal point 175 Default categories 69 currency in Expense 114 settings See Preferences Deleted data saving in archive files 64 e mail recovering 136 Deleting applications 48 50 e mail...

Page 234: ...s 75 76 categorizing records 69 conduit for synchronizing 152 creating records 62 111 currency 113 114 date of item 112 defining new currency 115 deleting records 64 89 menus 120 notes for records 79 80 opening 61 overview 61 purging records 65 receipt details 112 reports in Excel 118 120 213 222 sorting records 76 templates for reports 119 type 113 121 vendor 113 External keyboard 30 F FCC Statem...

Page 235: ...ks 38 ShortCuts for entering data 41 194 195 symbols 39 tips 35 writing 33 42 writing area 15 34 H Hard reset 199 Header information e mail 127 128 Help Graffiti 64 online tips 26 Hiding records 77 High Priority e mail filter 143 HotSync buttons preferences 174 conduits for synchronizing applications 152 153 200 customizing 152 defined 66 File Link not supported 168 first time operation 66 67 for ...

Page 236: ...nse K Keyboard computer 43 onscreen 21 42 173 L Letters font style 81 Graffiti 33 36 onscreen keyboard 42 List in Applications Launcher 46 Lithium ion battery 18 Locking the organizer with a password 52 53 173 193 Login scripts 189 192 223 Looking up Address Book data to add to other records 74 75 scrolling in Address list 72 to add to e mail addresses 129 130 Lost organizer contact for 97 records...

Page 237: ...63 64 Expense 120 Mail 145 Memo Pad 107 110 menu bar 21 24 Network Preferences 192 To Do List 105 Microsoft Excel transferring Expense data to 116 120 Exchange 124 Windows 95 98 153 Mission application 56 Modem connections 178 HotSync operations via 160 164 207 208 Monday to start week 175 Month Date Book view 92 95 Moving the cursor Graffiti writing 41 multiple users configuring Franklin Planner ...

Page 238: ...k lists 21 Plug in applications 191 Ports IR on handheld 153 simulated for infrared communication 155 See also Serial port Power button 14 PPP 186 PRC application file extension 191 Preferences 30 Buttons 172 choosing 47 Connection 180 cradle setting 176 Digitizer 174 Formats 174 General 176 HotSync buttons 174 Network 180 193 Owner 193 ShortCuts 194 Primary DNS 187 Printing expense reports from E...

Page 239: ... of reset button 16 198 soft reset 198 Retrieving e mail See Filters for e mail Roles application 56 S Saving data 45 62 64 draft e mail 135 Scheduling events 82 86 Screen backlight 14 blank 202 calibrating 20 174 caring for 197 contrast control 14 touching with your finger 15 Scroll bar 22 button 15 Searching See Finding Secondary DNS 187 Security 51 53 changing password 52 deleting password 52 d...

Page 240: ...se reports 119 Text copying 63 cutting 63 entry See Entering data fonts for 80 selecting all 64 Thousands separator 175 Time alarm setting 86 bars in Date Book 94 format 175 setting current 31 setting event 82 start and end for Date Book Day view 95 time and life management What Matters Most 12 Tips online 26 To Do List adding Address Book data to records 74 75 categorizing records 68 105 checking...

Page 241: ...e not supported with Franklin Planner Software 168 V Values application 56 Vendor for Expense item 113 W Warranty information 225 warranty service Y2K warranty only 226 year 2000 warranty 225 Web sites 154 Week Date Book view 90 91 175 204 Weekly Compass application 56 What Matters Most 12 applications for the Palm automatic or manual install of Franklin Covey applications 10 Daily Record of Event...

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