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Handspring Treo 90, User Manual

The Handspring Treo 90 offers a wide range of features to help you stay organized and connected on the go. From its vibrant color display to its built-in organizer and expandable memory slot, this handheld device is designed to enhance your productivity. Download the free user manual from 88.208.23.73:8080 to unlock the full potential of your Treo 90.

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Contents

Page 5

Finding records  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Looking up Contacts records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Using Find  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using Phone Number Lookup  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . 69

Sorting lists of records  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Making records private  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Hiding and masking private records   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Choosing fonts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Exchanging and updating data: HotSync operations  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Performing a HotSync operation for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Beaming information  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Application-Specific Tasks  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Working in Day View   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Scheduling an event  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Rescheduling an event   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Changing the Date Book Plus view  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Working in Week View with Text  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . 90
Working in Month View  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Spotting event conflicts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Working with floating events  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Working with To Do items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using the Daily Journal  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using templates  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Date Book Plus menus  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Contacts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Creating a Contacts entry  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Duplicating a Contacts entry  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104
Changing Contact entry details  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
Dialing a number in your Contacts list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105
Contacts menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

To Do List  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Setting priority   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Assigning a category  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Summary of Contents for Treo 90

Page 1: ...Treo 90 Handheld User Guide Windows Edition ...

Page 2: ...a as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Warranty and License Agreement In order to obtain warranty service you must immediately notify Handspring of any defect within the warranty period and provide dated proof of original purchase For further information about the warranty service procedur...

Page 3: ...20 Displaying online tips 20 Customizing your handheld 21 Connecting the HotSync cable 23 Using desktop software 24 Using your handheld with Palm Desktop software 24 Using your handheld with Microsoft Outlook 25 Using your handheld with another PIM 25 Entering Data in Your Handheld 27 Using the handheld keyboard 27 Typing capital letters 27 Typing numbers and symbols 28 Navigation keystrokes 29 Us...

Page 4: ...Opening applications on an expansion card 45 Copying applications to an expansion card 45 Using the Card Info application 46 Security 47 Assigning a password 48 Changing or deleting a password 48 Locking your handheld 49 Recovering from a forgotten password 50 Applications Overview 53 Date Book Plus 54 Contacts 55 To Do List 56 Memo Pad 57 CityTime 58 Calculator 59 Expense 60 Common Tasks 61 Creat...

Page 5: ...ng an alarm for an event 85 Scheduling repeating or continuous events 86 Changing the Date Book Plus view 88 Working in Week View 89 Working in Week View with Text 90 Working in Month View 91 Working in Year View 91 Working in List View 92 Spotting event conflicts 93 Working with floating events 93 Working with To Do items 94 Using the Daily Journal 94 Using templates 95 Date Book Plus menus 96 Co...

Page 6: ...ons 119 Creating a custom view 126 Calculator menus 127 Expense 128 Changing the date of an Expense item 128 Entering receipt details 129 Customizing the Currency pick list 130 Show Options 131 Transferring your data to Microsoft Excel 132 Expense menus 134 Setting Preferences for Your Handheld 137 Viewing Preferences 137 Buttons Preferences 138 HotSync Buttons Preferences 138 Connection Preferenc...

Page 7: ...zing HotSync application settings 159 IR HotSync operations 160 Preparing your computer for infrared communication 160 Configuring HotSync Manager for infrared communication 162 Performing an IR HotSync operation 163 Returning to serial cable HotSync operations 164 Conducting a modem HotSync operation 164 Preparing your computer 165 Preparing your handheld 166 Selecting the conduits for a modem Ho...

Page 8: ...bookmarks 196 Blazer menus 200 Palm SMS 204 Receiving SMS messages 205 Creating text messages 206 Creating a message signature 207 Sending data via SMS 208 Modifying messages 208 SMS Messaging menus 209 One Touch Mail 211 Maintaining Your Handheld 213 Caring for your handheld 213 Battery considerations 213 Resetting your handheld 214 Performing a soft reset 214 Performing a warm or safe reset 215 ...

Page 9: ...Report 228 Programming the mapping table 228 Using applications other than Microsoft Excel 232 Expense file details 232 Non ASCII Characters for Login Scripts 233 Use of char 233 Carriage return and line feed 233 Literal characters 233 Warranty and Other Product Information 235 Product Warranty 235 Handspring Inc End User Software License Agreement 236 GNU Library General Public License 237 FCC St...

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

Page 11: ...phone numbers and other details in Contacts 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 date To make sure you don t lose any of this important information you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy You can set different levels of security f...

Page 12: ...n manager PIM you still need to install Palm Desktop software in order to update the HotSync Manager on your computer You perform HotSync operations in exactly the same way so you can quickly synchronize your old data with your new handheld Note If you used password protection on your old handheld you must upgrade to the most current desktop The method of storing passwords has changed with the lat...

Page 13: ...ld Note Records you previously marked Private remain marked Private but you need to reenter a password on your new handheld Each device must have a unique name After you complete the upgrade process described above you have two devices with the same name This is an undesirable situation Each device must have a unique name in order to prevent unexpected results during HotSync operations and other c...

Page 14: ...ppearance of your handheld screen for the clearest screen display See page 16 for instructions Scroll buttons Displays text and other information that extends beyond the area of the handheld screen Pressing the bottom scroll button scrolls down to view information below the viewing area and pressing the top scroll button scrolls up to view the information above the viewing area Lanyard holder Scro...

Page 15: ...eyboard and indicates the status of the battery as it charges When your handheld is connected to the travel charger or HotSync cable the LED blinks while the battery charges and stays on after the battery is charged When the LED alarm setting is active the LED blinks as an alarm notification See page 142 for details Expansion slot Insert optional Secure Digital SD cards or MultiMedia Cards MMC to ...

Page 16: ... slider adjusts color saturation and the lower slider adjusts brightness The display usually looks best at maximum brightness but you may want to decrease the brightness to conserve battery power To adjust the display 1 Press Option 2 Type the letter Q 3 Press the scroll buttons or drag the top slider to adjust the color saturation until you can see the three shapes as distinctly as possible 4 Hol...

Page 17: ...s to the point where your handheld does not turn on it stores your data safely for about three days Note Recharge the battery after the first low battery warning This prevents data loss that can occur if your handheld sits idle for more than five days after the first battery warning See Appendix A for tips on extending the life of the battery To charge the battery with the travel charger 1 Plug th...

Page 18: ...hen it is not in use To remove the cover 1 Unclip the top of the cover from your handheld 2 Lift the cover off your handheld To reattach the cover 1 Insert the pegs on the cover into the holes on the top of the sides of your handheld 2 Gently press the top of the cover onto your handheld until it clicks into place ...

Page 19: ...can tap the handheld screen to perform many operations such as the following Open applications Choose menu commands Select options in dialog boxes Just as you can drag the mouse to select text or move objects on your computer you can also drag the stylus to select text You can also use the stylus to drag the slider of any scroll bar Elements of the handheld interface Menu bar A set of commands tha...

Page 20: ...ate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review the tip hold Option and press Return to finish Previous next arrows Tap the up and down arrows to display the previous and next page of information tap the left and right arrows to display the previous and next record...

Page 21: ...hen press Menu to access the Applications Launcher 2 Tap the Preferences icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your handheld using the Date Time Preferences To set the current time 1 Tap the Set Time box 2 Tap the up or d...

Page 22: ...rrows to scroll to your country and time zone Tip Choose the time zone that corresponds to where you are When you travel use this dialog box to change time zones If you re not sure what time zone you are in find out what time it is and select the time zone which shows the correct New Time Do not use the time zone dialog to switch between daylight savings time and standard time Use the Daylight Sav...

Page 23: ...nc cable to connect to your computer You can purchase a serial HotSync cable from www handspring com To connect the HotSync cable 1 Connect the travel charger cable to the short end of the Hotsync cable Be sure to match the sides of the connectors labeled UP 2 Connect the USB HotSync cable to a USB port on your computer or connect the Serial HotSync cable to a Serial port on your computer 3 Connec...

Page 24: ...egins on page 34 for details Print data from your desktop software on any printer Using your handheld with Palm Desktop software Your handheld comes with Palm Desktop software Palm Desktop software includes many of the same applications as your handheld Date Book Address Contacts To Do List Memo Pad Expense and desktop e mail connectivity The following instructions guide you through installing Pal...

Page 25: ...h your Treo handheld includes everything you need to synchronize your handheld with Microsoft Outlook If you already have Microsoft Outlook installed on your computer the installation program prompts you to choose the Microsoft Outlook synchronization option Using your handheld with another PIM If you prefer to use another personal information manager PIM such as Lotus Notes you can use it if thir...

Page 26: ...Page 26 Introduction to Your Treo 90 Handheld ...

Page 27: ...on the keyboard has three functions Normal Types a lowercase letter Shift Types an uppercase letter Option Types the number symbol or activates the function that appears in blue on the key Typing capital letters To type capital letters you must first shift to caps and then type the character Note Your handheld includes a feature that automatically capitalizes the first letter when you create a new...

Page 28: ...f Caps Lock Typing numbers and symbols Typing numbers and symbols with your handheld is similar to typing symbols on a computer keyboard You must first shift to option mode and then type the number or symbol strokes To enter a single number or symbol Option Shift 1 Press Option When Option Shift is active a dot appears in the lower right corner of the Treo screen If you accidentally activate Optio...

Page 29: ...d in the section on that application in Chapter 6 The Edit menu is described in the section that begins on page 62 To use the menu bar 1 Open an application such as Memo Pad 2 Press Menu to open the menu bar Tip You can also open the menu bar by tapping the inverted tab at the top of any application s screen except Calculator Command Keystrokes Move cursor right Hold Option while pressing the bott...

Page 30: ...ns To use keyboard shortcuts for menu commands 1 Press Menu to open the menu bar 2 Type the menu command shortcut letter For example to choose Copy in the Edit menu press Menu followed by the letter c Tip When the menu bar is open you can enter a shortcut letter for any menu item in the current application view not just the ones that appear on the current menu Using text ShortCuts ShortCuts make e...

Page 31: ...er accented characters 1 Type the letter uppercase or lowercase to which you want to add an accent 2 Press ListType 3 Use the scroll buttons to select the accent you want to apply 4 Press Space to insert the accented character Tip You can also select the accented character you want to insert by repeatedly pressing ListType Typing extended characters The ListType feature also enables you to enter m...

Page 32: ...able accented and symbol characters press Menu and under Edit select Keyboard Help G 3 Press ListType 4 Use the scroll buttons to select the extended symbol you want to insert 5 Press Space to insert the extended character Tip To enter a tab press Shift and then press Space Base character Symbols Base character Symbols Base character Symbols a æ O Ø A Æ p b ß P B ß r c ˆ R D C ˆ s ß š d S ß Š D Ð ...

Page 33: ...eyboard and place the text in the record Using your computer keyboard Many of the applications on your handheld are available in Palm Desktop software and in most Personal Information Manager PIM applications If you have a lot of data to enter or prefer to use the computer keyboard you can use Palm Desktop software or any supported PIM such as Microsoft Outlook to enter information You can then pe...

Page 34: ...da Memo Pad archive mpa Archive formats can only be used with Palm Desktop software Use the archive file formats to share information with other people who use Palm OS handhelds or to create a copy of your important Palm Desktop information To import data 1 Open Palm Desktop software 2 Click the application into which you want to import data 3 If you are importing records containing a field with c...

Page 35: ... 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data ...

Page 36: ...Page 36 Entering Data in Your Handheld ...

Page 37: ...f your handheld Tip When you press an application button on the front panel of your handheld you have instant access to the selected application You don t even need to turn on your handheld first In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an application 1 Press Option and then press ...

Page 38: ...Menu again to open the menus 3 Under App select Category Y 4 Tap the pick list next to each application to select a category Tip To create a new category tap Edit Categories from the pick list Tap New enter the category name Hold Option and press Return twice to add the category 5 Hold Option and press Return to finish To display applications by category 1 Press Option and then press Menu to acces...

Page 39: ...en press Menu to access the Applications Launcher 2 Press Menu again to open the menus 3 Under Options select Preferences R 4 Tap the Remember Last Category check box to select it 5 Hold Option and press Return to finish 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 applicati...

Page 40: ... format such as a zip or sit file If the file is compressed you need to use a decompression utility on your computer to decompress the prc and pdb files inside the compressed file A trial version of the PKZIP decompression utility is located on your computer in the Programs Handspring Utility folder If you need a different decompression utility search the Internet using phrases like zip decompress...

Page 41: ...also access the Install Tool dialog box by selecting Install Tool under Handspring on the Start menu or by double clicking any file with a PRC file extension 4 In the User drop down list select the name that corresponds to your handheld 5 Click Add ...

Page 42: ... not work properly when installed on an expansion card 9 Click Done 10 Perform a HotSync operation to install the application s you selected in step 6 See the section that begins on page 76 for details Tip You can also install an application by simply double clicking the application s icon Removing applications In the event that you run out of memory or decide that you no longer need an applicatio...

Page 43: ... Desktop software for the first time when you purchased your Treo handheld the Palm Desktop software is located in the Handspring folder If you upgraded from a previous version of Palm Desktop software these files are most likely located in the Palm folder Removing Palm Desktop software Removing Palm Desktop software also removes HotSync Manager If you remove this software from your computer you c...

Page 44: ...rt the mock card to protect the slot opening To insert and remove an expansion card 1 Press down and release the mock card 2 After you feel the expansion slot eject the mock card remove the card from the expansion slot 3 Hold the card so it is facing in the same direction as the card icon on the back of your handheld 4 Insert the card into the expansion slot until you feel the card lock into place...

Page 45: ...e upper right corner and select another category When you insert an expansion card the card name appears as a new category with a card icon next to the name This enables you to easily switch between applications on your handheld and the expansion card 3 Press Space or press Return to launch the application Copying applications to an expansion card You can copy applications between your handheld an...

Page 46: ... 7 Tap Copy Using the Card Info application The Card Info application displays general information about the expansion card that is currently in the expansion slot and it enables you to rename and format a card To view expansion card information 1 Press Option and then press Menu to access the Applications Launcher 2 Press the scroll buttons to select the Card Info icon 3 Press Space or press Retu...

Page 47: ...finish Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect In Security you can do the following Mask or hide entries you define as private The Mask option displays a gray bar over private records and the Hide option completely removes hides private records See the section that begins on page 73 for more information Assign ...

Page 48: ... Password box 4 Enter a password 5 Hold Option and press Return 6 Enter the same password a second time 7 Hold Option and press Return to finish Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter th...

Page 49: ...y Important If you lock your handheld you must enter the exact password to re activate your handheld If you forget the password you need to perform a hard reset to resume using your handheld Performing a hard reset deletes all the records in your handheld however you can restore all previously synchronized data at the next HotSync operation See page 215 for details To lock your handheld manually 1...

Page 50: ...ynchronize with your computer before deleting a forgotten password your handheld restores your private entries the next time you perform a HotSync operation but it does not restore the password Never Prevents your handheld from locking automatically On power off Locks your handheld when you turn it off or when it shuts off with the auto off feature At a preset time Locks your handheld at a specifi...

Page 51: ...Chapter 3 Page 51 To delete a forgotten password 1 Tap the Password box 2 Tap Lost Password 3 Hold Option and press Return for Yes Tap here ...

Page 52: ...Page 52 Managing Your Applications ...

Page 53: ...Applications Overview This chapter briefly describes each application and how to open it Your Treo 90 handheld comes with these applications already installed Date Book Plus Contacts To Do List Memo Pad CityTime Calculator Expense ...

Page 54: ...endar for an entire year Display a list of both your appointments and your To Do items Create unscheduled events or To Do items that float from one day to the next until you complete them Create a Daily Journal to track events with automatic time stamps Set an alarm to sound prior to the scheduled activity and create reminders for events that are based on a particular date rather than time of day ...

Page 55: ... home work fax mobile etc or e mail addresses for each name Attach a note to each Contacts entry in which you can enter additional information about the entry Assign Contacts entries to categories so that you can organize and view them in logical groups Dial numbers using infrared communication and a data enabled mobile phone To open Contacts Press Contacts Contacts opens to display the Contacts l...

Page 56: ...ign To Do items to categories so that you can organize and view them in logical groups Sort your To Do items either by due date priority level or category Attach notes to individual To Do items for a description or clarification of the task To open To Do List Press To Do List To Do List displays the category of items you last viewed Tip Press the To Do List repeatedly to cycle through the categori...

Page 57: ...en you synchronize using Palm Desktop software and HotSync technology Assign memos to categories so that you can organize and view them in logical groups Take down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad Press Memo Pad Memo Pad displays the category of memos you last viewed Tip Press Memo Pad repeatedly to cy...

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

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

Page 60: ...ssign expense items to categories so that you can organize and view them in logical groups Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on your computer Microsoft Excel is ...

Page 61: ... Creating records You can use the following procedure to create a new record in Date Book Plus Contacts To Do List Memo Pad and Expense To create a record 1 Open the application in which you want to create a record 2 Press Menu 3 Under Record select New N 4 In Date Book Plus only Select start and end times for your event and then hold Option and press Return 5 Enter text for the record Note You do...

Page 62: ...ation To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text to highlight it You can drag across the text to select additional words or drag down to select a group of lines Tip To select a word double tap the word To select a whole line triple tap the line The following commands may appear in an Edit menu Undo Reverses the action of...

Page 63: ... you perform a HotSync operation Copy Copies the selected text and stores it temporarily in the memory of your handheld You can paste the text that you copy into another area of the current application or into a different application Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or copy te...

Page 64: ...t prove useful later you can purge them from your handheld and save them in an archive file Purging is not available in Contacts or Memo Pad so delete outdated records from these applications individually To purge records 1 Open the application 2 Press Menu 3 Under Record select Purge E A confirmation dialog box appears Date Book Plus Tap the pick list and select how old a record must be to be pur...

Page 65: ... a maximum of 15 user defined categories in each application Contacts contains the QuickList user defined category in which you can store the names addresses and phone numbers you might need in emergencies doctor fire department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses for different business trips Note The illustrations in ...

Page 66: ...t screen 2 Select the category you want to view The list screen now displays only the records assigned to that category To define a new category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Tap New 4 Enter the name of the new category Category pick list Category pick list ...

Page 67: ...gories into one category by giving the categories the same name For example if you change the name of the Personal category to Business all records formerly in the Personal category appear in the Business category Finding records Your handheld offers several ways to find information quickly All applications The Find utility locates any text that you specify always starting with the current applica...

Page 68: ... highlight Holding Shift and using the scroll buttons moves up or down an entire screen of records If you press and hold a scroll button you accelerate the scrolling In the Contact View screen the scroll buttons move to the previous or next Contacts record You can also use the Instant Lookup feature to quickly scroll to any of your Contacts entries To use Instant Lookup to find a Contacts record 1...

Page 69: ...arch Find searches for the text in all records and all notes As your handheld searches for the text you can tap Stop at any time You may want to do this if the entry you want appears before your handheld finishes the search To continue the search after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Number Lookup Phone Number Lookup displays the information you entere...

Page 70: ...he record you selected in step 1 Phone Number Lookup tips You can also enter the keyboard shortcut L to activate the Phone Number Lookup feature in the following circumstances While entering text For example if your Contacts entries are sorted by last name and you want to insert the full name and phone number for someone with the last name Williams enter Wi and then the Phone Number Lookup keyboar...

Page 71: ... to an Expense record 1 Open the Expense record to which you want to add names 2 Tap Details 3 Tap Who 4 Tap Lookup The Attendees Lookup screen displays all the names of Contacts entries that have data in the Company field 5 Use the scroll buttons to select the name you want to add 6 Press Space or Return The name appears in the Attendees screen 7 Repeat steps 4 through 6 to add more names 8 Hold ...

Page 72: ...n 4 Hold Option and press Return to finish To sort records in Contacts and Memo Pad 1 Open the application to display the list screen 2 Press Menu 3 Under Options select Preferences R 4 Do one of the following Contacts Tap the setting you want Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Hold Option and press Return to finish To sort the Memo list manually tap and drag a me...

Page 73: ...it to display private records Note As a security measure masked Contacts records are temporarily hidden when you search for records So you will not see a placeholder for these records when viewing the results of a Lookup or Find request To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Hold Option and press Return to...

Page 74: ...old Option and press Return to finish To display a specific masked record 1 Open the application that contains the record you want to view 2 Tap the shaded bar that masks the record Note If you have a password you must enter your password and then hold Option and press Return to view the record The record becomes masked again when you move to another record To display all private records in a spec...

Page 75: ... note with directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Contacts only Press Menu and under Record select Edit Contact E 3 Tap Details 4 Tap Note 5 Enter your note 6 Hold Option and press Return to finish A small note icon appears at the right side of any item that has a note To review or edit a note 1 Tap the Note icon To delete a...

Page 76: ...s that is exchanges and updates data between your handheld and desktop software Changes you make on your handheld or desktop software appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data directly by connecting your handheld to your computer with the HotSync cable or by beam...

Page 77: ...e see page 24 for instructions To perform a local HotSync operation 1 Connect your handheld to the Hotsync cable See the section that begins on page 23 for details 2 If the HotSync Manager is not running start it On the Windows desktop click Start and then choose Programs Navigate to the Handspring or Palm program group and choose HotSync Manager Alternatively you can start the Palm Desktop softwa...

Page 78: ...ion between Palm OS devices The record currently displayed in Date Book Plus Contacts To Do List or Memo Pad All records of the category currently displayed in Contacts To Do List or Memo Pad A special record in Contacts that you designate as your personal business card containing information you want to exchange with business contacts An application installed in RAM memory You can also use the in...

Page 79: ...ear of obstacles If you have difficulty beaming information see the troubleshooting tips that begin on page 223 5 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld To beam an application 1 Press Option and then press Menu to access the Applications Launcher 2 Press Menu 3 Under App select Beam B 4 Tap the Beam From pick list ...

Page 80: ... complete before you continue working on your handheld To receive beamed information 1 Turn on your handheld 2 Point the IR port directly at the IR port of the transmitting handheld to open the Beam Status dialog box 3 When the Beam dialog box appears select a category for the entry Tip If you do not select a category the entry is placed in the Unfiled category 4 Hold Option and press Return for Y...

Page 81: ...ication Specific Tasks This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications Date Book Plus Contacts To Do List Memo Pad CityTime Calculator Expense ...

Page 82: ...ove to another week Press Menu and under Options select Go to Day O To scroll by days press a scroll button To scroll by months hold Shift and press a scroll button To scroll by years hold Option and press a scroll button After you scroll to the date press Space to select it You can also type the number of the day or tap the screen to select a date from the calendar Scheduling an event A record in...

Page 83: ...n the previous section 2 Type the time the event begins to open the Set Time dialog box For example type 4 for 4 00 3 If the event is longer than an hour press the bottom scroll button and type the end time 4 Hold Option and press Return to finish 5 Enter a description of the event You can enter up to 255 characters 6 Tap a blank area of the screen to deselect the event A vertical line appears nex...

Page 84: ...ide 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 Plus screen tap No Time and then hold Option and press Return to finish Rescheduling an event You can easily make changes to your schedule with your handheld To reschedule an event 1 Tap the event you want to reschedule 2 Tap Details 3 To change the time t...

Page 85: ...e as the number of time units 6 Hold Option and press Return to finish Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed event No audible alarm sounds for an untimed event instead the reminder message appears onscreen For example you set an ala...

Page 86: ...the screen To return to the reminder list tap the blinking indicator Tap Clear All to dismiss all the alarms Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days A birthday is a good example of an event that repeats annually Another example is a weekly guitar lesson that falls on the same ...

Page 87: ...s icon appears to the far right of the event Changing and deleting repeating or continuous events If you change or delete a repeating or continuous event you can apply the action to only the current event to all instances of the event or to the current event and instances that follow To change or delete repeating events 1 Select the record you want to change or delete 2 Tap Details 3 Enter the cha...

Page 88: ...n which you change the setting are not changed If you change other repeat settings e g time alarm private of a repeating event and apply the change to Future occurrences your handheld creates a new event The start date of this new event is the day on which the setting is changed Past occurrences prior to the day of the change are not changed If you apply a change to a single occurrence of a repeat...

Page 89: ...o a different time or day Tap a blank time on any day to move to that day and have the time selected for a new event Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event The Week View shows the time span defined by the Start Time and End Time in the Date Book Plus Preferences settings If you have an event before or after this time spa...

Page 90: ...e Day View Press the scroll buttons to move between weeks You can also tap the scroll arrows in the upper right corner to move forward or backward a week Press Menu and under Options select Go to Week O Tap a number to select a different week Tap Go to open the date selector use the scroll buttons to select a week and then hold Option and press Return to finish Tap the number of weeks to toggle be...

Page 91: ...o move between months You can also tap the scroll arrows in the upper right corner to move forward or backward a month Press Menu and under Options select Go to Month O to open the date selector and select a different month Working in Year View The Year View shows an overview of your calendar for an entire year Previous next month Dots on right or left side indicate events Dashed line indicates co...

Page 92: ...To Do List It displays a list of events and To Do items for the selected week s Tips for using List View Keep the following points in mind Tap a line to select it The start and end time display briefly in the title bar To redisplay the event details tap to the left of the description Tap the description of the selected line to display the event in Day View Press the scroll buttons to select specif...

Page 93: ...floating event from an integrated To Do item by the circle that appears next to the floating event in place of the To Do item priority number and check box Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do items and untimed events To create a floating event 1 From the Day View press Menu 2 Under Record select New Floating Event I 3 Enter a ...

Page 94: ...at begins on page 100 for details If a To Do item does not appear in Date Book Plus confirm that the category assigned to the item is selected See the section that begins on page 100 for details If you do not complete a To Do item on or before the due date then an exclamation mark appears next to the item as a reminder that it is overdue Using the Daily Journal You can use the Daily Journal featur...

Page 95: ...rent days and times To create a template 1 Select the event you want to save as a template 2 Press Menu 3 Under Record select tap Create Template V 4 Hold Option and press Return to finish To schedule a template event 1 Select the date on which you want to schedule the event 2 From the Day View tap the time line that corresponds to the beginning of the event 3 Tap New and select Template from the ...

Page 96: ... To Do List database Send Item Enables you to send the selected event to someone else via an SMS message When you select this command the Send dialog box opens where you can select or enter the recipient s mobile phone number See page 208 for more information Note This command appears only if you installed the Palm SMS application while configuring the Wireless Suite Duplicate Item Creates a copy ...

Page 97: ...efault duration for new events Week Start Defines the first day of the week This setting overrides the System Preferences setting for all Date Book Plus views Initial View Defines the view that appears when you start Date Book Plus Button Views Defines which views display when you repeatedly press the Date Book Plus button By default all views appear Display Options Opens the Display Options dialo...

Page 98: ... screen disappear to minimize scrolling Show PM Label Displays a p after PM times Show End Times Displays all time bars and time slots for end times of an event Scroll Before Day Move Determines whether the front panel scroll buttons will scroll up and down within the current day before scrolling to the previous or next day Auto scroll Time Displays events based on the time of day when the Day Vie...

Page 99: ...re it stops The choices are Once Twice 3 Times 5 Times and 10 Times Repeat Alarm Defines how many times the alarm repeats when it is not acknowledged The choices are Once Twice 3 Times 5 Times 10 Times and 100 Times Every Defines how often the alarm sound repeats The choices are Minute 5 minutes 10 minutes and 30 minutes Alarm Preset Automatically sets an alarm for each new event The silent alarm ...

Page 100: ... Show Dated Items Shows all To Do items that have been assigned a due date Days before Due Date Defines the number of days before the due date that an item will appear in Day View as a To Do item Create Options Opens the Create Options dialog box where you can select the default priority and category for To Do Items you create in Date Book Plus UnDelete from Archive Restores the last event you del...

Page 101: ... Events Removes untimed floating events from the Week View with Text display Show Journal Displays a Daily Journal entry Include Week Numbers in Title Displays the selected week number in the title bar Month Preferences Show Timed Events Displays events that you assigned to a specific time Show Untimed Events Displays events that you assigned to a date but did not assign to a specific time Show Da...

Page 102: ...ew display List View Preferences Date Book Determines which type of events appear in the List View display The choices are Appt Float Done Alarms Only and Repeat events only appear once To Do Determines which type of To Do items appear in the List View display The choices are All Not Complete Complete and None If you choose either Not Complete or Complete you also have the following choices Dated ...

Page 103: ...our handheld See the section that begins on page 34 and the online Help for your desktop software for more information To create a new Contacts entry 1 Press Contacts 2 Press Menu 3 Under Record select New Contact N 4 Enter the last name of the person you want to add to your Contacts list 5 Press the bottom scroll button to move to the First Name field and then enter the person s first name 6 Pres...

Page 104: ...n entry 1 From the Contacts list select the name you want to duplicate 2 Press Menu 3 Under Record select Duplicate Contact T 4 Edit the entry as necessary 5 Hold Option and press Return to finish Selecting types of phone numbers You can select the types of phone numbers or e mail addresses that you associate with a Contacts entry Any changes you make apply only to the current entry To select othe...

Page 105: ...llowing settings 8 Hold Option and press Return to finish Dialing a number in your Contacts list You can dial any number that you ve entered in your Contacts list Note To use the Dial command you must first install the Palm SMS application and the appropriate phone driver from the Handspring CD ROM To dial a number in your Contacts list 1 From the Contacts list use the Instant Lookup feature to se...

Page 106: ...ere See page 29 for information about choosing menu commands The Record and Options menus differ depending on which screen is displayed Record menus Send Contact Enables you to send the selected record to someone else via an SMS message When you select this command the Send dialog box opens where you can select or enter the recipient s mobile phone number See page 208 for more information Note Thi...

Page 107: ...Contact entries are sorted and also controls the Instant Lookup feature and SMS address lookup options Enable Tap Dialing Toggles the tap dialing feature on and off When enabled you can dial a phone number from the Contacts list simply by tapping it You do not need to select the Dial command from the menu Dial Preferences Dial Email SMS Provides third party applications access to the Contacts appl...

Page 108: ...rs before dialing Always dial 1 in front of the area code Inserts a 1 in front of 10 digit numbers before dialing If you select a country other than United States or Canada numbers are formatted exactly as they appear in the Contact record RenameCustom Fields These custom fields appear at the end of the Contact Edit screen Rename them to identify the kind of information you enter in them The names...

Page 109: ...ave a number of items in your list changing an item s priority setting may move its position in the list Note When you create a new To Do item its priority is automatically set to level 1 the highest most important level If you select another item first however the item you create appears beneath the selected item and is given the same priority as the selected item To set the priority of a To Do i...

Page 110: ...the pick list shown in step 4 Assigning a category You can associate any To Do item with a category You can also sort the items that appear in the list based on their category To assign a category for a To Do item 1 Tap the text of the item whose details you want to change 2 Tap Details 3 Tap the category pick list Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assi...

Page 111: ...List to record the date that you completed the To Do item and you can choose to show or hide completed items as described on page 111 To check off a To Do item do one of the following Select the item and press Space to mark it complete Tap the check box on the left side of the item Tip To uncheck the selected item hold Option and press Space To Do Show Options The Show Options dialog box enables y...

Page 112: ... due date specified When this setting is active items that are not yet due do not appear in the list until their due date Record Completion Date Replaces the due date with the actual date when you complete check the item If you do not assign a due date to an item the completion date still records when you complete the item Show Due Dates Displays the due dates associated with To Do items and displ...

Page 113: ...Chapter 6 Page 113 Options menu About To Do List Shows version information for To Do List ...

Page 114: ... Tip The first letter of your memo is automatically capitalized 3 Hold Option and press Return to finish Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos To review a memo 1 In the Memo list press the scroll buttons to select the memo you want to view 2 Press Space to open the selected memo Tip You can also tap the text of the memo...

Page 115: ...s menus Send Memo Enables you to send the selected record to someone else via an SMS message When you select this command the Send dialog box opens where you can select or enter the recipient s mobile phone number See page 208 for more information Note This command appears only if you installed the Palm SMS application and a phone driver from the Handspring CD ROM Preferences Displays the Memo Pre...

Page 116: ...formation for the other cities you select To set your home city 1 Press Option and then press To Do List Tip You can also access CityTime by tapping the CityTime icon in the Applications Launcher 2 Press Menu 3 Under Options select Select Home City H 4 Tap the Home City pick list and select the city closest to where you are located Tip If a nearby city isn t in the list you can use the Edit Cities...

Page 117: ... and CityTime features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands Options menu Utilities menu About CityTime Shows version information for CityTime Help Displays online help for the CityTime screens Change Location Opens the Change Location dialog box where you can select the city to which you are moving or travelling ...

Page 118: ... in the Applications Launcher 2 Press Menu 3 Under Options select Toggle Mode M Tip You can also toggle between Basic and Advanced mode by holding Option and repeatedly press Memo Pad Using the Basic Calculator buttons The Basic Calculator includes the following buttons Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation T...

Page 119: ...ed Calculator screen consists of three regions Each region performs a different function to help you perform a variety of calculations Using the Advanced Calculator buttons In addition to most of the Basic Calculator buttons the Primary buttons are available in all the Advanced Calculator views The remaining buttons are available only in specific views The information that follows provides an over...

Page 120: ...ect the memory bank in which you want to store the current value Advanced Calculator has ten memory banks Opens the Recall which memory dialog box where you can select the memory bank from which you want to recall a value Squares the current value Calculates the value of x raised to the y power Calculates the value of a common base 10 antilogarithm Calculates the value of a natural base e antiloga...

Page 121: ...until you ve entered the following four variables N 360 30 years x 12 months APR 8 Calculates the sine of the current number Calculates the cosine of the current number Calculates the tangent of the current number Calculates the hyperbolic sine of the current number Calculates the hyperbolic cosine of the current number Calculates the hyperbolic tangent of the current number Calculates the arc inv...

Page 122: ...urrent number as the compounded loan amount including interest Opens the Time Value of Money dialog box where you can modify values and solve the equation Stores the remaining balance interest and principal amortization based on the supplied values Calculates a given percentage of a value To use this button enter a value tap this button enter the percent and then tap the equal sign button Calculat...

Page 123: ... of each bit of the argument Calculates the exclusive OR between two arguments Adds the current value to the end of the statistics memory list You can store up to 200 values Calculates the mean of the values in the statistics memory list Calculates the standard deviation based on a population of n Calculates the standard deviation based on a population of n 1 Calculates the sum of the values in th...

Page 124: ...erts the value to grams Indicates the current value is entered in kilograms When you tap this button after tapping another unit of measure it converts the value to kilograms Indicates the current value is entered in metric tons When you tap this button after tapping another unit of measure it converts the value to metric tons Indicates the current value is entered in degrees Fahrenheit When you ta...

Page 125: ...he value to square feet Indicates the current value is entered in square yards When you tap this button after tapping another unit of measure it converts the value to square yards Indicates the current value is entered in acres When you tap this button after tapping another unit of measure it converts the value to acres Indicates the current value is entered in square miles When you tap this butto...

Page 126: ... you tap this button after tapping another unit of measure it converts the value to pints Indicates the current value is entered in quarts When you tap this button after tapping another unit of measure it converts the value to quarts Indicates the current value is entered in gallons When you tap this button after tapping another unit of measure it converts the value to gallons Indicates the curren...

Page 127: ...not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands Options menus Program menu About Calculator Shows version information for Calculator Export Opens the Export dialog box where you can select a view definition to export to Memo Pad Import Opens the Import dialog box where you can select a view definition to import to Memo Pad Delete Vi...

Page 128: ...lect a type from the list Note As soon as you select an expense type your handheld saves the entry If you don t select an expense type it doesn t save the entry Tip A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list enter the first letter s of the expense type and then enter the numerical amount This technique takes advantage of the automa...

Page 129: ...pt Details dialog box 1 Tap the Expense item to which you want to assign details 2 Tap Details 3 Select any of the following options Category See the section that begins on page 65 for details Type Opens a pick list of expense types Payment Lets you choose the payment method used to pay the Expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid ...

Page 130: ... can create your own custom country and currency symbol To define a custom currency symbol 1 Press Menu 2 Under Options select Custom Currencies Y 3 Tap one of the four Country boxes Currency Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog see page 134 You can also display up to four other common types of curren...

Page 131: ...r Expense item select the symbol in the Receipt Details dialog box associated with that item Show Options Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options 3 Hold Option and press Return to finish Sort by Enables you to sort expense items by date or type Distance Ena...

Page 132: ...el and the Expense Report configuration dialog box From the Windows Start menu click Programs Palm Desktop Expense Reports and then choose your user name 3 Click the expense category that you want Tip You can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories group 4 If you want to define an end date for ...

Page 133: ...t and are stored in the template folder in the Palm Desktop software directory on your computer To see what a template looks like before you use it open the template in Microsoft Excel For example the template Sample2 xlt looks like this If you want to streamline or customize your expense reports you can change these templates For example you can add your company name to a template See Appendix C ...

Page 134: ... 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this guide are described here See page 33 for information about choosing ...

Page 135: ...tter of an expense type For example if you enter the letter T it enters the Taxi expense type Entering T and then E enters Telephone which is the first expense type beginning with the letters TE Default currency Sets the default currency symbol for Expense About Expense Shows version information for Expense ...

Page 136: ...Page 136 Application Specific Tasks ...

Page 137: ...e your handheld to communicate with other devices Date Time Set the current date and time the time zone and daylight savings setting Digitizer Calibrate the screen on your handheld Formats Set the country default and the formats for dates times calendar and numbers General Set the current date and time the auto shut off interval the Beam Receive feature and the system alarm and game sounds Network...

Page 138: ...ns Preferences 1 Tap the pick list next to the button or icon you want to re assign 2 Tap the application that you want to assign to the button Tip To restore all of the buttons to their factory settings tap Default HotSync Buttons Preferences The HotSync Buttons Preferences screen also enables you to associate a different application with the button on the HotSync cable Any changes that you make ...

Page 139: ...the Connect to pick list and select PC 4 Tap the Via pick list and select Infrared 5 Hold Option and press Return to finish Standard Modem Defines a connection between a modem attached to your handheld and a modem that is part of your computer or laptop Cradle Cable Defines the direct serial or USB connection between your handheld and your desktop computer It is used to perform a local HotSync ope...

Page 140: ...acy changes over time Formats Preferences Use the Formats Preferences screen to set the country default and the display format of the dates times and numbers on your handheld Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your handheld For example in the United Kingdom time often is expressed using a 24 hour ...

Page 141: ...at display a calendar 4 Tap the Numbers pick list and select formats for the decimal point and thousands separator General Preferences The General Preferences screen enables you to set the auto shutoff interval sounds for your handheld the alarm LED and the beam receive feature Auto off delay Your handheld has an automatic shutoff feature that turns off the power after a period of inactivity This ...

Page 142: ...Network Preferences and TCP IP software Network Preferences let you set a password telephone number DNS number IP address as well as create a login script for remote connections For example if you have a data enabled mobile phone and want to use the modem inside the phone to connect to the Internet TCP IP provides the ability to connect to your ISP or dial in server with applications that allow yo...

Page 143: ...he 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 user name 1 Tap the User Name field 2 Enter your user name Note Most dial in servers do not accept spaces in the user name Tap here to display a list of service templates Enter your ...

Page 144: ...erned 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 Hold Option and press Return to finish Note The Password field updates to display the word Assigned Selecting a connection The Connection Preferences settings tell your handheld about the hardware you are using for remote data...

Page 145: ...orks 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 2 Enter the phone number you use to reach your ISP or dial in server 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise hold Option and press Return to finish Entering...

Page 146: ... waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Hold Option and press Return to finish Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling c...

Page 147: ...ompany s network dial in server is easy To establish a connection Tap Connect to dial the current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the bottom scroll button To close a connection Tap Disconnect to terminate the connection between your handheld and your service Creating additional service templates You can cre...

Page 148: ...one number If you are creating a new service template you may need to provide additional information to your ISP or dial in server You use the Details dialog box to add additional information to a selected service template To select a connection type 1 Tap the service field 2 Tap Details 3 Tap the Connection type pick list and select one of the following connection types Note If you are not sure t...

Page 149: ...rs in this field Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers Note Most Internet Service Providers automatically provide DNS information Leave the Query DNS option checked unless you are certain you need to manually enter DNS information To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the spac...

Page 150: ... a permanent IP address field below the check box 2 Tap the space to the left of the first period then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Tap and enter the remaining sections of the IP address 4 Hold Option and press Return to finish Creating a login script A login script is a series of commands similar to an autoexec bat file that automate...

Page 151: ...the input line Send Transmits specific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID 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 Preferen...

Page 152: ...IP check this section and try the suggestions listed Displaying expanded Service Connection Progress messages It s helpful to identify at what point in the login procedure the connection fails An easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the bottom scroll ...

Page 153: ...ord a name company name phone number or any other information that you want to associate with your handheld If you use the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld To enter the Owner Preferences Enter the text that you want to associate with your handheld in the Owner P...

Page 154: ...n enables you to define abbreviations for entering text This section describes how to create edit and delete a ShortCut See page 33 for 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 handheld applications a...

Page 155: ...p the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want 4 Hold Option and press Return to finish Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Hold Option and press Return for Yes ...

Page 156: ...Page 156 Setting Preferences for Your Handheld ...

Page 157: ...Sync operation via the infrared port an optional modem or a network See page 76 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options 1 Click the HotSync Manager icon in the Windows syst...

Page 158: ...lm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software Manual Monitors requests only when you select HotSync Manager from the Start menu Serial Port Identifies the port that your desktop software uses to communicate with the optional serial HotSync cable This selection should match the number of the port to which you connected ...

Page 159: ...synchronizing a particular type of file because you don t use it In addition to the conduits for the applications on your handheld HotSync Manager includes System and Install conduits The System conduit backs up the system information stored on your handheld including keyboard ShortCuts The Install conduit installs applications on your handheld To customize HotSync application settings 1 Click the...

Page 160: ...infrared communication on your computer and your handheld and then perform an IR HotSync operation So there s no need to carry your cable when you re on the road with an infrared enabled laptop Preparing your computer for infrared communication To perform an IR HotSync operation the computer you want to synchronize with must have an enabled infrared port or be connected to an infrared device that ...

Page 161: ...infrared communi cation takes place between your computer and your handheld 6 Deselect all other check boxes in the Options tab 7 Click Apply and then click OK To enable infrared communication with Windows 2000 and Windows XP 1 Click the HotSync Manager icon in the Windows system tray bottom right corner of the taskbar 2 Choose Exit to close HotSync Manager 3 In the Windows taskbar click Start cho...

Page 162: ...sed for infrared communication In Windows 2000 and Windows XP you simply need to activate the infrared menu item To configure HotSync Manager for infrared communication with Windows 98 and Me 1 Click the HotSync Manager icon in the Windows system tray 2 Make sure Local Serial is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port list select the simulated port used for in...

Page 163: ...stem tray 3 Choose InfraRed from the HotSync Manager menu Performing an IR HotSync operation After you complete the steps to prepare for an IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 Press Option and then press Menu to access the Applications Launcher 2 Use the scroll buttons to select the HotSync icon 3 Press Return to launch the applicati...

Page 164: ...ireless Link to transfer images from a digital camera to your computer check box The next time you want to perform a HotSync operation just press the HotSync button on the cable You can leave the HotSync application on your handheld set to perform IR HotSync operations and still use the cable This is useful if you perform HotSync operations with both your desktop computer and a laptop When you are...

Page 165: ... from the HotSync Manager menu choose Modem 3 Adjust the following options as needed 4 Click OK Serial Port Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Speed Determines the speed at which data is transferred Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allo...

Page 166: ...te If you plan to connect to your company s dial in server network modem instead of connecting to a computer modem see page 168 7 Enter the telephone number to access the modem connected to your computer 8 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box Tip You can enter a comma in the field to introduce a pause in the dialing sequence Each ...

Page 167: ...to synchronize during a modem HotSync operation The default setting is to synchronize all files Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 7 Hold Option and press Return to finish Performing a modem HotSync operation After you prepare your computer and your handheld and select your Conduit Setup options...

Page 168: ...ss server support TCP IP Your System Administrator has this information You have a remote access account If you don t have an account consult your System Administrator Everything you need to connect to your company s dial in server network modem is included with HotSync Manager and the software on your handheld You need to activate the feature however in HotSync Manager and on your handheld To pre...

Page 169: ...en press Menu to access the Applications Launcher 2 Use the scroll buttons to select the HotSync icon 3 Press Return to launch the application 4 Press Menu 5 Under Options select Modem Sync Prefs O 6 Tap Network 7 Hold Option and press Return to finish Note See the section that begins on page 142 for information on configuring Network HotSync preferences Performing a dial in network HotSync operat...

Page 170: ...ds your primary computer on the LAN and synchronizes with the data on your primary computer Using File Link The File Link feature enables you to import PhoneBook and Memo Pad information onto your handheld from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link ...

Page 171: ...er Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular handheld To create a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New 5 Enter a unique name for the profile and click OK 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to Palm Deskt...

Page 172: ...eld or remotely using an optional modem or a network as described earlier in this chapter The key to Palm Mail is that it truly synchronizes the mail in the Inbox of your desktop e mail application with the mail on your handheld For example if you delete e mail items from Palm Mail your next HotSync operation also deletes the e mail items from your desktop e mail application so you never have to d...

Page 173: ...d a conduit that lets you synchronize your desktop e mail application and your handheld Contact the vendor of your e mail application or visit the web site www handspring com for more information Note The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Palm Mail during the installation If you have not yet installed Pa...

Page 174: ...lm Mail 1 Press Option and then press Menu to access the Applications Launcher 2 Use the scroll buttons to select the Mail icon 3 Press Return to launch the application Synchronize the files Synchronizes the mail on your handheld and your desktop e mail application Desktop overwrites handheld Replaces the mail on your handheld with the mail in your desktop e mail application You should use this op...

Page 175: ...il item Displaying full header information By default Palm Mail displays abbreviated header information which comprises only the From and Subj fields The full header provides complete information about the sender receiver and copied recipients in addition to the subject and date the e mail item was created Palm Mail uses the header type you select for all your e mail items To display full header i...

Page 176: ...e Enter the address as if you were entering it from your desktop e mail application For example network users sending an e mail item to a user on the same network do not need to add Internet information such as mycorp com 4 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a co...

Page 177: ... Hold Option and press Return to finish 6 Enter the text of your reply Tip You have several options including setting the priority See page 178 for details 7 Tap Send to place your reply in the Outbox Looking up an address To identify the recipient of an e mail item you need to enter that person s e mail address You can do this either by entering the data directly into the field or by using the Lo...

Page 178: ...the entry you want to find to scroll to the first entry that begins with that letter If you write an additional letter the list scrolls to the first entry that starts with those two letters For example writing an s scrolls to Sanders and writing sm scrolls to Smith 7 Tap an address to select it 8 Tap Add Adding details to e mail items Before you send your e mail item you can attach additional attr...

Page 179: ... finish Tip Your handheld can flag e mail items with a specific priority only if your desktop e mail application supports this feature 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 page 180 for details Confirm Read Requests a confirmation te...

Page 180: ... 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 create your signature Then you select the Signature option To create a signa...

Page 181: ...essage screen tap Details 2 Select the Confirm Delivery check box to select it 3 Hold Option and press Return to finish Storing e mail to be sent later When you send e mail from your handheld it actually stores the e mail in the Outbox folder until the next time you synchronize your handheld with your computer During synchronization all e mail stored in the Outbox folder is transferred to the Outb...

Page 182: ...fore sending it Your handheld stores such e mail items in the Draft folder until you are ready to edit them again Note When you re creating or editing an e mail item you can also save the item as a draft by canceling it When you cancel an item your handheld opens a dialog asking if you want to save the e mail item If you tap Yes your handheld saves the item in the Draft folder To save an e mail it...

Page 183: ...desktop e mail application during a HotSync operation Your handheld however stores a backup copy of the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Press Menu 3 Under Message select File I 4 Tap No to save the e mail item and move it to the Filed folder or tap Yes to file the item and keep a copy in the Inbox To remove e mail from the Filed folder 1 In the Messag...

Page 184: ... in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Undelete to move the selected item to the Inbox and mark it as read To remove an e mail item you created from the Deleted folder 1 In the Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Edit to display and modify the item Note After you display and modify...

Page 185: ...efault the Date column is hidden to increase the available screen space To show the Date column 1 In the Message list tap Show 2 Tap the Show Date check box to select it 3 Hold Option and press Return to finish Inbox Contains the e mail from your desktop e mail application Inbox minus any that you have excluded using filtering options See page 187 for details Outbox Contains the e mail you created...

Page 186: ...ng local synchronization and only urgent e mail during remote synchronization Once defined your handheld determines if synchronization is occurring locally or remotely and uses the appropriate settings for the HotSync operation Note The default setting is All So if your e mail Inbox has lots of messages synchronization could be time consuming To open the HotSync Options dialog box 1 Press Menu 2 U...

Page 187: ...that decision you must tell your handheld what it needs to look for in the To From and Subj fields to single out those e mail items To access the special filter settings Tap the Filter box in the HotSync Options dialog box All During synchronization all e mail items in your desktop e mail Inbox synchronize with your handheld and all e mail items in your handheld Outbox are sent to your desktop E M...

Page 188: ...he To From and Subj fields simultaneously Your handheld joins the filter strings for these fields using an implicit AND once again you do not need to add the logical connector Your handheld does that for you For example suppose you want to receive only e mail items from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter string...

Page 189: ... matches To define a filter string 1 Tap a header field in the HotSync Options dialog box 2 Enter your filter string using commas or spaces to separate the words Do not add connectors such as AND or OR between words in 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 s...

Page 190: ...andheld 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 Palm Mail as well as the amount of storage space e mail uses on your handheld Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box 2 Tap to select the truncation set...

Page 191: ...ormation about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message list Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version information for Palm Mail Message list New Message View Message Message list New Message ...

Page 192: ...Page 192 Advanced HotSync Operations ...

Page 193: ... of your service package some wireless service providers may require you to sign up for data services separately An account established with an ISP Internet Service Provider Many wireless service providers also provide ISP services If ISP information is available from your wireless service provider when you configure your wireless communication settings with the Handspring CD ROM the installation ...

Page 194: ...e phone using infrared communication or using a special cable To connect your handheld to your mobile phone with infrared communication 1 Make sure infrared communication is enabled on your mobile phone 2 Align the IR port on your handheld with the IR port on your mobile phone To connect your handheld to your mobile phone with a special cable 1 Connect one end of the cable to your mobile phone 2 C...

Page 195: ...hat provider Note If you already installed the desktop software from the Handspring CD ROM but didn t configure the wireless communication settings select Configure Wireless Suite under Handspring or Palm on the Windows Start menu and follow the instructions on the screen Viewing web pages You can view web pages whenever you connect to your mobile phone via the IR port or a special cable If you ar...

Page 196: ... To scroll through a page do any of the following Press the scroll buttons on the front panel of your handheld Tap the onscreen arrows or scroll bar if one appears Tip To view a list of web sites that are optimized for your handheld go to the home page and then tap Directory of Mobile Sites Working with bookmarks The Bookmark view makes it easy for you to get to web sites you visit often Viewing b...

Page 197: ... to 100 bookmarks and group them in categories by placing similar links on the same bookmark page See page 199 for information on creating page categories To bookmark the current page 1 From the Page view go to the page you want to bookmark 2 Press Menu 3 Under Page select Add Bookmark A 4 Hold Option and press Return to finish Tip You can also add a bookmark by tapping an empty bookmark slot in t...

Page 198: ...ion or URL associated with any of your bookmarks To edit a bookmark 1 From the Bookmark view press Menu 2 Under Bookmark select Edit Bookmark E 3 Tap the page icons to navigate to the page containing the bookmark you want to change Tip You can enter or change the Title for any bookmark page Use the page Title to create bookmark categories For example if you want to create a page with links to vari...

Page 199: ... if you want to create a page with links to various sports scores you might name the page Scores To assign page category titles 1 From the Bookmark view press Menu 2 Under Bookmark select Edit Bookmark E 3 Tap the page icon to which you want to assign a title 4 Enter the title 5 Hold Option and press Return to finish To rearrange bookmark entries 1 From the Bookmark view press Menu 2 Under Bookmar...

Page 200: ...row the grey line appears to the right of the slot where the page will appear 4 Hold Option and press Return to finish Blazer menus Blazer menus are shown here for your reference and Blazer features that are not explained elsewhere in this guide are described here See page 33 for information about choosing menu commands The Go and Options menus differ depending on whether you re displaying the Pag...

Page 201: ...nu Go menus Options menu Properties Displays the Page Properties dialog box where you can view the Page Name URL Size Bytes and whether the page was loaded from the cache Bookmark view Page view Bookmark view Bookmark view Page view ...

Page 202: ...ges Determines how many shades of gray are used to display graphic images You can also choose to not display images at all The options are No Images fastest Black White faster 4 Shades of Gray fast and 16 shades of Gray slow The default setting is 16 shades of Gray slow Ask before establishing Internet connection Displays a confirmation dialog each time you begin an Internet session The default se...

Page 203: ...t cookies The default setting for this option is on Clear Cookies Erases all the cookies stored on your handheld You cannot cancel or undo this action Set Proxy Opens the Set Proxy dialog box where you can enter advanced HTTP proxy server settings If your ISP or network requires you to go through a proxy server when you connect to the Internet use this dialog box to enter the proxy server settings...

Page 204: ...ages directly from the Inbox Review messages you sent in the Sent folder Send data from other applications including Contacts Date Book Plus Memo Pad and To Do List Note The person receiving your SMS message must also have a GSM mobile phone and a wireless service provider that supports text messages Some wireless service providers may use a different name for their text messaging service Contact ...

Page 205: ... select Check H Tip You can also check for incoming messages and send any messages in your outbox simultaneously by tapping Send Check 4 Use the scroll buttons to select the message you want to view 5 Press Space to open the message 6 Tap one of the following buttons Draft Stores messages you ve created but are not ready to send You can read or edit draft messages before sending them Done Saves th...

Page 206: ...ext some characters may appear differently than in their native application Creating text messages Palm SMS enables you to create short text messages and send them to a GSM mobile phone number If a message exceeds 160 characters Palm SMS automatically divides the text into multiple messages when it sends the message As you create a message the status bar at the top of the screen indicates how many...

Page 207: ...Preferences R Send Sends the current message If an error occurs a message dialog box asks you if you want to save this message to the Outbox To use this command you must first connect your handheld to your GSM mobile phone See page 194 for details Outbox Puts the current message into the Outbox so that you can send it later by using the Send menu command or the Send Check button A dialog box infor...

Page 208: ...send with a text message If the recipient is using a Palm OS handheld the recipient can insert the information directly in the native application otherwise the information appears as text To send data via an SMS message 1 Open the record you want to send 2 Press Menu 3 Under Record select Send S 4 Tap Lookup to select a name from your Contacts list Tip You can also enter a mobile phone number or t...

Page 209: ... message to the Outbox To use this command you must first connect your handheld to your GSM mobile phone See page 194 for details Outbox Puts the current message into the Outbox so that you can send it later Cancel Asks if you want to put the message into the Draft folder Tap Yes to return the message to the Draft folder tap No to delete the message Archive Places the selected message in the Archi...

Page 210: ...ating or editing it Details Opens the Details dialog box where you can select the following options Leave Messages on Phone Enables you to choose if messages are automatically deleted from your phone after transferring them to your handheld Clear this check box to keep messages on your phone after you transfer them to your handheld Return Receipt Enables you to choose whether to receive a notice c...

Page 211: ...ne of the following Select the One Touch Mail option when you configure the wireless communication features using the Handspring CD ROM If you already installed the desktop software from the Handspring CD ROM but didn t install this application select Configure Wireless Suite under Programs Handspring or Palm on the Windows Start menu and then select One Touch Mail when prompted to select an appli...

Page 212: ...Page 212 Using the Wireless Application Suite ...

Page 213: ...p your handheld or subject it to any strong impact Do not carry your handheld in your back pocket if you sit on it the glass may break Protect your handheld from temperature extremes Do not leave your handheld on the dashboard of a car on a hot day and keep it away from heaters and other heat sources Do not store or use your handheld in any location that is extremely dusty damp or wet Use a soft d...

Page 214: ...ng your handheld Under normal circumstances you will not have to use the reset button On rare occasions however your handheld may no longer respond to buttons or the screen In this case you need to perform a reset to get your handheld running again Performing a soft reset A soft reset tells your handheld to stop what it s doing and start over again All records and entries stored in your handheld a...

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

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

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

Page 218: ...etting See page 141 for details My handheld has frozen This is most commonly attributed to conflicts with non Handspring software Try each of these in turn Perform a soft reset See page 214 for details Delete any application you recently installed See page 42 for details Perform a warm reset See page 215 for details Perform a hard reset See page 215 for details I don t see anything on my handheld ...

Page 219: ...s Menu to access the Applications Launcher 2 Use the scroll buttons to select the Preferences icon 3 Press Return to launch the application 4 Select Network from the pick list in the upper right corner 5 Check your Username Password and the phone number The phone number should be the number you use to dial in to your ISP 6 Tap Connect If the Connect button changes to a Disconnect button after the ...

Page 220: ...okup Make sure the number you want is identified as a mobile number in your Contacts list Only mobile phone numbers appear when you use the SMS Lookup feature I can t send SMS messages Check the SMS Preferences dialog under Options in the SMS application and confirm that the SMS Message Center number on this screen is correct Check with your wireless service provider to confirm that your wireless ...

Page 221: ... Due Items is selected I am having problems listing memos the way I want to see them If you cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defi...

Page 222: ... then select Setup and confirm that the COM port setting matches the port where you attached the serial cable Make sure the cable is connected securely to your computer and your handheld Make sure you are using the correct type of cable If your computer does not have a USB port or is running Windows 95 or Windows NT 4 0 you must use a serial cable If you re using a USB cable navigate to the Handsp...

Page 223: ...sure you select the option to synchronize with MS Outlook Problem Solution I cannot beam data to another IR equipped Palm OS device Confirm that your handheld and the other device is clear of obstacles Check the General Preferences screen and make sure the Beam Receive setting is on Move your handheld closer to the receiving device Move your handheld farther away from the receiving device Angle th...

Page 224: ... You can use Security to delete the password If you do this your handheld deletes all entries marked as private You can however perform a HotSync operation before you delete the password the HotSync process backs up all entries whether or not they are marked private In this case the following procedure restores your private entries and lets you access them 1 Use the Palm Desktop software and the c...

Page 225: ...xpense Type Vendor Note Amount When you perform a HotSync operation between your handheld and Palm Desktop software on your computer the Expense data is stored on your computer in a file named Expense txt When you open the Expense application in Palm Desktop software an Excel macro starts and populates an expense template with your data based on the rules specified in a spreadsheet file named Mapt...

Page 226: ...ls file provided that the expense type corresponds to your handheld data For example you can change Snack to Munchies and then all items entered on your handheld as Snack map to the cell s labeled Munchies 4 From the File menu choose Save As 5 Click the Save as type drop down list and choose Template xlt 6 Navigate to the Template folder in the Palm Desktop software directory Note If you do not ne...

Page 227: ... Examples of both Fixed and Variable labels appear in the sample expense templates Sections A Section is an area of the report that has common formatting It is common for an Expense report to have more than one Section For example the following sample Expense Report named Sample3 xlt contains several Sections Because your Expense data maps to row and column areas of your final report different Sec...

Page 228: ...riable Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns Place a copy of your custom Expense Report in the Template folder in the Palm Desktop software directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Progra...

Page 229: ...dheld data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes even though it is not a separate section in your template You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report To clear all of t...

Page 230: ...e are no blank columns or rows between date entries leave this number set to zero In the Start Day cell enter the day of the week that starts the expense reporting period Enter a three character abbreviation for the day e g Sun Mon Tue In the Day cell enter the row or column number where all the day information will be placed If the dates are in a row or in a column enter the row or column number ...

Page 231: ...reakfast lunch dinner and snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report 14 Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description 15 Mark a Section for prepaid expenses yellow column If a row in the map table is for prepaid company paid ex...

Page 232: ...in tab delimited format Expense file details The Expense txt file contains four groups of data It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countrie...

Page 233: ...is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands as part of the login script when entered in the following format cr Sends or receives a carriage return lf Sends or receives a line feed For example the s...

Page 234: ...Page 234 Non ASCII Characters for Login Scripts ...

Page 235: ...hat the operation of the software products will be un interrupted or error free or that all defects in the software products will be corrected REMEDIES Handspring shall at its discretion either replace the product with a comparable product repair the product or refund the purchase price paid for the product Replacement products may be new or reconditioned WARRANTY PERIOD The warranty period is one...

Page 236: ...twithstanding any other provision of this License Agreement this License Agreement shall not be deemed to apply to the GNU Software Source code versions of the GNU Software are available at Handspring s web site currently located at www handspring com PAYMENT OF FEES The effectiveness of the licenses granted hereunder is conditioned on the receipt by Hand spring of any applicable fees NO ASSIGNMEN...

Page 237: ...t sets forth the entire understanding and agreement between you and Handspring supersedes all prior agreements whether written or oral with respect to the Software and may be amended only in a writing signed by both parties GNU Library General Public License Version 2 June 1991 Copyright C 1991 Free Software Foundation Inc 59 Temple Place Suite 330 Boston MA 02111 1307 USA Everyone is permitted to...

Page 238: ...better However unrestricted linking of non free programs would deprive the users of those programs of all benefit from the free status of the libraries themselves This Library General Public License is intended to permit developers of non free programs to use free libraries while preserving your freedom as a user of such programs to change the free libraries that are incorporated in them We have n...

Page 239: ...n a library to compute square roots has a purpose that is entirely well defined independent of the application Therefore Subsection 2d requires that any application supplied function or table used by this function must be optional if the application does not supply it the square root function must still compute square roots These requirements apply to the modified work as a whole If identifiable s...

Page 240: ...also fall under Section 6 whether or not they are linked directly with the Library itself 8 As an exception to the Sections above you may also compile or link a work that uses the Library with the Library to produce a work containing portions of the Library and distribute that work under terms of your choice provided that the terms permit modification of the work for the customer s own use and rev...

Page 241: ...e not responsible for enforcing compliance by third parties to this License 13 If as a consequence of a court judgment or allegation of patent infringement or for any other reason not limited to patent issues conditions are imposed on you whether by court order agreement or otherwise that contradict the conditions of this License they do not excuse you from the conditions of this License If you ca...

Page 242: ...ONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE LIBRARY INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD PARTIES OR A FAILURE OF THE LIBRARY TO OPERATE WITH ANY OTHER SOFTWARE EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES END OF TERMS AND CONDITIONS How to Apply These Terms t...

Page 243: ...guarantee that interference will not occur in a particular installation If this equipment does cause harmful in terference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipm...

Page 244: ...ould like to thank the following developers whose contributions were an integral part of the Handspring product C E Steuart Dewar Pimlico Software Inc www gorilla haven org pimlico Darren Beck Code City www codecity com au Rick Huebner www probe net rhuebner index html ...

Page 245: ...ns Launcher 37 39 Appointments See Date Book Plus Archive files importing data from 34 for main applications 34 saving deleted records 63 saving purged records 64 Automatic fill in Expense 135 Auto off delay 141 Autotext See Keyboard ShortCuts B Backup See HotSync Battery charging 17 conserving power 141 gauge 37 BCC blind carbon copy 180 Beaming See also Infrared Beaming information 78 80 locatio...

Page 246: ...onnecting 17 23 connector on handheld 16 Charging battery 17 Check boxes 19 CityTime adding cities 117 home city 116 menus 117 opening 58 overview 116 remote cities 116 Clearing Calculator entries 118 120 COM port See USB port and Serial port Combining categories 67 Comma delimited files importing data from 34 Command buttons 19 Command equivalents keyboard 30 Compressing Day view 98 Conduits 159 ...

Page 247: ...urnal 94 Data entry See Entering data transfer See HotSync Date Book archive files dba 34 Date Book Plus adding Contacts data to records 69 70 alarm 85 changing event time 84 changing event to untimed 84 changing repeating events 87 conflicting events 93 continuous events 86 88 creating records 61 82 84 Daily Journal 94 Day view 88 deleting records 63 deleting repeating events 87 end time for Day ...

Page 248: ...her applications 57 using the stylus 19 E Edit SMS messages 208 Editing records 62 63 unsent e mail 181 E mail addresses in Contacts 104 looking up 177 178 E mail items See Mail Entering data 27 35 importing from other applications 34 35 using keyboard 27 31 using the computer keyboard 33 using the onscreen keyboard 33 Entries See Contacts Eudora 173 Events See Date Book Plus Excel transferring Ex...

Page 249: ...160 164 linking to external files 170 local operation 77 158 modem operation 158 164 167 modem settings 165 network operation 168 operations using IR port 160 164 options for filtering e mail 186 190 problems with 222 223 setting options 157 158 for synchronizing data 24 I Icons alarm 85 application 38 note 75 online Tips 20 onscreen 218 repeating event 87 Idle timeout of ISP or server connection ...

Page 250: ... copy 178 180 changing setup 174 closing 175 confirm delivery 178 181 confirm read 178 181 creating 176 177 deleting e mail 184 desktop configuration 173 174 draft e mail 182 editing unsent e mail 181 filing e mail 183 filtering options 186 190 folders 185 HotSync options 173 174 menus 191 opening 174 overview 172 priority of delivery 178 179 purging deleted e mail 184 recovering deleted 184 reply...

Page 251: ...ut 149 login scripts 150 password 144 phone settings 145 preferences 142 153 primary DNS 149 secondary DNS 149 selecting service 142 user name 143 Network HotSync operation 168 Notes attaching to records 75 See also Memo Pad Numbers decimal point and thousands separator 141 entering 28 onscreen keyboard 33 O One Touch Mail 211 1 2 3 for expense reports 232 Onscreen keyboard 33 63 Opening applicati...

Page 252: ...reating 73 221 lost with forgotten password 50 See also Security Profiles 171 Proxy server 203 Punctuation marks onscreen keyboard 33 typing 28 Purging deleted e mail 184 records 64 See also Deleting Q Quattro Pro for expense reports 232 Quick Lookup 68 R Range of times in Day view 97 Reading e mail on device 175 Receipts recording in Expense 129 Receiving data See Beaming information Records beam...

Page 253: ...2 Service templates 147 152 Service selecting for network 142 Settings See Preferences Short Message Service See Palm SMS ShortCuts backing up 159 managing 154 155 menu commands 30 predefined 31 using 30 Showing dates in Mail list 185 Signature 207 Signature for e mail 180 181 SMS See Palm SMS Soft reset 214 Sorting applications 38 e mail items 186 records 72 221 Standing Meetings See Repeating ev...

Page 254: ...g 217 224 Truncating e mail 190 Turning off handheld automatically 141 problems with 218 Turning on handheld application buttons 15 displaying owner s name 153 problems with 218 Typing punctuation marks 28 Typing See Entering data U Undoing actions 62 Uninstalling Desktop software 43 Unlocking keyboard 16 Unresponsive handheld 218 Unsent e mail editing 181 Untimed events 83 84 85 Updating data See...

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