Visor Handheld User Guide Windows Edition

Visor Handheld User Guide Windows Edition
Visor™ Handheld
User Guide
Windows Edition
Copyright
Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000
Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the
Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and
may be registered in some jurisdictions. Palm Computing, Palm OS, Graffiti, and
HotSync are registered trademarks, and the HotSync logo, Palm, and the Palm Computing Platform logo, are trademarks of Palm, Inc., or its subsidiaries. All other trademarks
are the property of their respective owners.
Disclaimer and limitation of liability
Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook.
Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by
third parties which may arise through the use of this software. Handspring, Inc. and its
suppliers assume no responsibility for any damage or loss caused by deletion of data as
a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all
important data on other media to protect against data loss.
Important: Please read the Handspring End User Software License Agreement before
using the accompanying software program(s). Using any part of the software indicates
that you accept the terms of the Handspring End User Software License Agreement.
Software download available
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you can download the Palm Desktop software from
www.handspring.com.
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Visor Handheld User Guide
Contents
About This Guide ....................................................................................1
Chapter 1: Introduction to Your Visor Handheld .................................3
Getting to know your Visor handheld ...............................................3
What is a Visor handheld? ...............................................................3
System requirements ........................................................................4
Upgrade information ........................................................................4
Visor components .............................................................................6
Installing the batteries ........................................................................10
Tapping and typing ............................................................................11
Tap with the stylus to get things done .........................................11
Elements of the handheld interface ..............................................12
Opening applications .....................................................................13
Using menus ....................................................................................14
Four ways to enter data ..................................................................17
Customizing your handheld..............................................................20
Palm Desktop software ..................................................................22
Connecting the cradle .....................................................................22
Using your handheld with Microsoft Outlook ...........................24
Using your handheld with another PIM .....................................24
Installing a Springboard module ..................................................24
Chapter 2: Entering Data in Your Visor Handheld .............................25
Using Graffiti writing to enter data ..................................................25
Writing Graffiti characters .............................................................25
Graffiti tips .......................................................................................27
The Graffiti alphabet .......................................................................28
Writing capital letters .....................................................................29
Writing numbers .............................................................................29
Graffiti numbers ..............................................................................30
Writing punctuation marks ...........................................................30
Writing symbols and extended characters ..................................31
Writing accented characters ..........................................................32
Accent strokes ..................................................................................32
Additional non-English characters ...............................................32
Navigation strokes ..........................................................................33
Graffiti ShortCuts ............................................................................33
Using the onscreen keyboard ...........................................................34
Using your computer keyboard ........................................................35
Importing data .....................................................................................35
Using an external keyboard ...............................................................36
Contents
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Chapter 3: Managing Your Applications .............................................37
Using the Applications Launcher..................................................... 37
Selecting applications ..................................................................... 37
Switching between applications ................................................... 37
Categorizing applications .............................................................. 37
Changing the Applications Launcher display ............................ 38
Choosing preferences ......................................................................... 39
Installing and removing applications .............................................. 40
Installing add-on applications ...................................................... 40
Installing games .............................................................................. 42
Removing applications .................................................................. 43
Removing Palm Desktop software ............................................... 44
Security................................................................................................. 44
Assigning a password .................................................................... 44
Changing or deleting a password ................................................ 45
Locking your handheld ................................................................. 46
Recovering from a forgotten password ....................................... 47
Chapter 4: Overview of Basic Applications.........................................49
Date Book ............................................................................................. 50
Date Book Plus .................................................................................... 51
Address ................................................................................................ 52
To Do List............................................................................................. 53
Memo Pad ............................................................................................ 54
Calculator............................................................................................. 55
CityTime............................................................................................... 56
Expense................................................................................................. 57
Chapter 5: Common Tasks ....................................................................59
Creating records.................................................................................. 59
Editing records .................................................................................... 60
Entering text .................................................................................... 60
Edit menu ......................................................................................... 60
Deleting records .................................................................................. 62
Other ways to delete records ........................................................ 62
Purging records................................................................................... 63
Exchanging and updating data: HotSync operations.................... 64
Performing a HotSync operation for the first time .................... 64
Categorizing records .......................................................................... 66
System-defined and user-defined categories ............................. 66
Finding records ................................................................................... 70
Looking up Address records ........................................................ 70
Using Find ....................................................................................... 71
Using Phone Lookup ...................................................................... 72
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Visor Handheld User Guide
Sorting lists of records ........................................................................74
Making records private ......................................................................75
Hiding and masking private records ...........................................75
Attaching notes ....................................................................................78
Choosing fonts .....................................................................................79
Chapter 6: Application Specific Tasks .................................................81
Date Book .............................................................................................82
Scheduling an event ........................................................................82
Rescheduling an event ...................................................................86
Setting an alarm for an event ........................................................86
Scheduling repeating or continuous events ................................87
Changing the Date Book view .......................................................90
Working in Week View ..................................................................90
Working in Month View ................................................................92
Working in Agenda view ...............................................................92
Spotting event conflicts ..................................................................93
Date Book menus ............................................................................94
Date Book Plus.....................................................................................97
Working in Week View with Text ................................................97
Working in Year View ....................................................................98
Working in List View .....................................................................99
Working with floating events ........................................................99
Working with To Do items ..........................................................101
Using the Daily Journal ................................................................102
Using templates .............................................................................103
Using snooze alarms .....................................................................104
Selecting the default Date Book ..................................................104
Date Book Plus menus ..................................................................104
Address ...............................................................................................113
Creating an Address entry ...........................................................113
Duplicating an entry .....................................................................114
Selecting types of phone numbers ..............................................115
Changing Address Entry details .................................................115
Address menus ..............................................................................116
To Do List ...........................................................................................118
Setting priority ...............................................................................118
Checking off a To Do item ...........................................................119
Changing To Do item details .......................................................119
Setting a due date ..........................................................................120
To Do Show Options .....................................................................121
To Do List menus ..........................................................................122
Memo Pad...........................................................................................123
Reviewing memos .........................................................................123
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Memo Pad menus ......................................................................... 124
Calculator........................................................................................... 125
Selecting the Calculator mode .................................................... 125
Using the Basic Calculator buttons ............................................ 125
Displaying Recent Calculations .................................................. 126
Using the Advanced Calculator mode ...................................... 126
Using the Advanced Calculator buttons ................................... 127
Creating a custom view ............................................................... 136
Calculator menus .......................................................................... 137
CityTime............................................................................................. 138
Setting your home city ................................................................. 138
Selecting remote cities .................................................................. 139
Adding cities ................................................................................. 139
CityTime menus ............................................................................ 140
Expense............................................................................................... 141
Changing the date of an Expense item ...................................... 142
Entering receipt details ................................................................ 142
Customizing the Currency pick list ........................................... 144
Show Options ................................................................................ 145
Transferring your data to Microsoft Excel ................................ 146
Expense menus ............................................................................. 150
Chapter 7: Communicating Using Your Handheld............................151
Managing desktop E-Mail away from your desk ........................ 151
Setting up Mail on the desktop ................................................... 152
Synchronizing Mail with your E-Mail application .................. 154
Opening the Mail application on your handheld .................... 154
Viewing e-mail items ................................................................... 154
Creating e-mail items ................................................................... 155
Looking up an address ................................................................ 158
Adding details to e-mail items ................................................... 159
Storing e-mail to be sent later ..................................................... 162
Editing unsent e-mail ................................................................... 163
Draft e-mail .................................................................................... 164
Filing e-mail ................................................................................... 165
Deleting e-mail .............................................................................. 165
Removing e-mail from the Deleted folder ................................ 166
Purging deleted e-mail ................................................................. 166
Message list options ..................................................................... 166
HotSync options ............................................................................ 168
Creating special filters ................................................................. 170
Truncating e-mail items ............................................................... 174
Mail menus .................................................................................... 175
Beaming information........................................................................ 176
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Visor Handheld User Guide
Chapter 8: Advanced HotSync® Operations ....................................179
Selecting HotSync setup options.....................................................179
Customizing HotSync application settings ...................................181
IR HotSync operations ......................................................................183
Preparing your computer for infrared communication ..........183
Configuring HotSync Manager for infrared communication .184
Performing an IR HotSync operation .........................................185
Returning to cradle HotSync operations ...................................186
Conducting a HotSync operation via modem...............................187
Preparing your computer ............................................................187
Preparing your handheld .............................................................189
Selecting the conduits for a modem HotSync operation .........190
Performing a HotSync operation via a modem ........................191
Conducting a HotSync operation via a network ..........................192
Connecting to your company’s dial-in server ...........................192
Performing a dial-in network HotSync operation ....................194
Performing a network HotSync operation via a LAN .............194
Using File Link...................................................................................194
Creating a user profile ......................................................................195
Chapter 9: Setting Preferences for Your Handheld .........................197
Viewing preferences .........................................................................197
Buttons preferences...........................................................................198
Pen preferences ..............................................................................198
HotSync buttons preferences .......................................................200
Connection preferences ....................................................................200
Connection Types ..........................................................................201
Setting modem configurations ....................................................201
Digitizer preferences.........................................................................204
Formats preferences ..........................................................................204
Country default .............................................................................204
Time, date, week start, and numbers formats ...........................205
General preferences...........................................................................205
Auto-off delay ................................................................................206
System, alarm, and game sounds ...............................................206
Network preferences and TCP/IP software..................................207
Selecting a service .........................................................................207
Entering a user name ....................................................................208
Entering a password .....................................................................209
Selecting a connection ..................................................................210
Adding telephone settings ...........................................................210
Connecting to your service ..........................................................213
Creating additional service templates .......................................214
Adding detailed information to a service template .................214
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Creating a login script .................................................................. 217
Deleting a service template ......................................................... 219
Network preferences menu commands .................................... 220
TCP/IP troubleshooting .............................................................. 220
Owner preferences............................................................................ 221
ShortCuts preferences ...................................................................... 222
Creating a ShortCut ...................................................................... 222
Editing a ShortCut ........................................................................ 223
Deleting a ShortCut ...................................................................... 223
Appendix A: Maintaining Your Handheld .........................................225
Caring for your handheld................................................................ 225
Battery considerations...................................................................... 226
Resetting your handheld ................................................................. 227
Performing a soft reset ................................................................. 227
Performing a warm reset ............................................................. 228
Performing a hard reset ............................................................... 228
Appendix B: Troubleshooting Tips.....................................................231
Software installation problems ....................................................... 231
Operating problems.......................................................................... 232
Tapping and writing problems....................................................... 233
Application problems....................................................................... 234
HotSync problems ............................................................................ 235
Beaming problems ............................................................................ 239
Password problems .......................................................................... 240
Technical support ............................................................................. 241
Appendix C: Creating a Custom Expense Report .............................243
About mapping tables...................................................................... 243
Customizing existing sample templates........................................ 244
Determining the layout of the Expense Report ............................ 245
Labels .............................................................................................. 245
Sections ........................................................................................... 246
Analyzing your custom Expense Report....................................... 247
Programming the mapping table ................................................... 248
Using applications other than Microsoft Excel............................. 252
Expense file details ........................................................................... 253
Appendix D: Non-ASCII Characters for Login Scripts ......................255
Use of ^char ....................................................................................... 255
Carriage return and line feed .......................................................... 255
Literal characters............................................................................... 256
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Visor Handheld User Guide
Warranty and Other Product Information ....................................... 257
Handspring, Inc. Limited Warranty ...............................................257
Handspring, Inc. End User Software License Agreement...........260
GNU Library General Public License .........................................262
FCC Statement ...................................................................................269
Canadian RFI Statement...................................................................269
Acknowledgments ............................................................................270
Index ....................................................................................................271
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Visor Handheld User Guide
About This Guide
Welcome to the Visor™ handheld computer. This guide is designed to
help you get up and running quickly on your handheld. It describes
all you need to know about how to use your Visor handheld and the
applications that come with it.
It walks you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Using your handheld with your computer
■
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your Visor
handheld, you can use the rest of this guide as a reference for less
common tasks, for maintaining your Visor handheld, and also as a
source of information if you have problems operating it.
About This Guide
Page 1
Page 2
Chapter 1
Introduction to Your
Visor Handheld
This chapter explains the physical buttons and controls on your Visor
handheld computer, how to use your Visor handheld for the first time,
and how to use HotSync® technology to synchronize your Visor
handheld and Palm™ Desktop software.
Getting to know your Visor handheld
What is a Visor handheld?
With your Visor handheld, you will no longer have trouble getting to
meetings and appointments on time, remembering people’s names
and personal details, or keeping track of all the items on your to do list.
The Visor handheld can help you improve your track record in all
these areas, both at work and at home.
You can enter all your schedule details in Date Book Plus so you can
view them by the day, week, month, year, or in list format; you can
even set an alarm to remind you of important meetings. Keep all your
contact names, addresses, phone numbers, and other details in
Address, 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 for your Visor handheld so unauthorized eyes
cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
Chapter 1
Page 3
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■
Windows 98 or Windows 2000 (for USB cradle)
--or-Windows 95, Windows, 98, Windows 2000, or Windows NT 4.0
(for serial cradle)
■
IBM-compatible 486 (or higher) computer
■
8 MB RAM (memory) minimum,
16 MB recommended
■
25 MB available hard disk space
■
VGA monitor or better
■
CD-ROM drive (you can also download Palm Desktop software
from www.handspring.com)
Mouse
■
■
USB port (for USB cradle)
Serial port (for serial cradle)
Optional equipment
■
Modem (such as a Springboard™ modem)
■
Springboard expansion modules
Upgrade information
If you already own a Palm OS® handheld, Handspring recommends
that you install the version of Palm Desktop software that comes with
your Visor handheld into the same folder as your current Palm
Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software in order to update the HotSync Manager on
your computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new handheld.
To upgrade:
1. Synchronize your old handheld with your old Palm Desktop
software. This ensures that the latest information from your
handheld is on your desktop computer.
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Introduction to Your Visor Handheld
2. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy your user name folder, and
store the copy outside the Palm Desktop software folder.
3. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
4. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, go to the
HotSync Manager and choose Custom.
Note:
Be sure your user name appears in the box at the top of the
Custom dialog box. If not, select your user name.
5. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done. See “Customizing HotSync
application settings” in Chapter 8 for more information.
6. Place your new handheld in the cradle and press the HotSync
button. If the Select User dialog box appears, select your user
name.
7. Compare the applications on your old and new handhelds.
8. Beam any third party applications that did not transfer from your
old handheld to your Visor handheld, or install them from the
original files.
Each handheld must have a unique name
After you complete the upgrade process described above, you have
two handhelds with the same name. This is an undesirable situation.
Each handheld must have a unique name in order to prevent
unexpected results during HotSync operations and other
complications.
We strongly recommend that you perform a hard reset on your old
handheld. See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old handheld; it also
erases the name and makes that handheld a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old handheld, you are asked to give it a name. Be sure to give
it a unique name.
Chapter 1
Page 5
Visor components
Locating front panel controls
Screen
Contrast
control
Graffiti writing area
Power button,
Backlight
control
Application buttons
Microphone
Scroll buttons
Visor
handheld
screen
Displays the applications and information stored in
your Visor handheld. It is touch-sensitive and
responds to the stylus.
Graffiti®
writing
area
The area where you write letters and numbers using
the Graffiti® alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Application
buttons
Activates the individual applications that correspond
to the icons on the buttons: Date Book Plus, Address,
To Do List, and Memo Pad. See “Buttons preferences”
in Chapter 9 for details on reassigning these buttons
to activate any application on your Visor handheld.
Tip:
Scroll
buttons
Page 6
If your Visor handheld is turned off, pressing
any application button activates the handheld
and opens the corresponding application.
Displays text and other information that extends
beyond the area of the Visor 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.
Introduction to Your Visor Handheld
Contrast
Control
Displays the contrast control screen where you can
adjust the appearance of the screen for the clearest
screen display. Depending on the lighting conditions
or temperature of the environment where you use
your handheld, you may need to adjust the contrast.
To adjust the contrast, drag the slider or tap the
arrows to increase or decrease the contrast. To fine
tune the contrast, press the scroll buttons on the front
panel of your handheld.
Power
button/
backlight
control
Turns your Visor handheld on or off and controls the
backlight feature. If your Visor handheld is turned
off, pressing the power button turns the unit on and
returns you to the last screen you viewed.
If your Visor handheld is turned on, pressing the
power button turns the unit off. Holding the power
button down for about two seconds turns the
backlight on or off.
Microphone Records sounds for use with Springboard expansion
modules that support this feature.
Using the backlight
If you have difficulty seeing the information on your Visor handheld,
you can use the backlight to illuminate your screen.
To activate the backlight:
■
Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip:
In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 9 for
more information.
To turn off the backlight:
■
Press and hold the power button for about two seconds. The
backlight also turns off automatically (after a period of inactivity)
with the Auto-off feature. See “General preferences” in Chapter 9
for more information.
Chapter 1
Page 7
Protective cover
The cover protects the Visor handheld screen when 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 bottom of the cover into the holes on the
bottom of your handheld.
2. Gently press the top of the cover onto your handheld until it clicks
into place.
Unclip top edge to
remove cover
Align pegs to
replace cover
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Introduction to Your Visor Handheld
Locating back panel components
Springboard
expansion slot
protector
Stylus
IR port
Reset button
Battery door
USB and serial
connector
Springboard
expansion slot
protector
Slides in and out of the Springboard expansion
slot. You can replace the slot protector with a
Springboard expansion module to add features to
your handheld.
Stylus
Slides in and out of the slot in the back panel of
the handheld. To use the stylus, remove it from
the slot and hold it as you would a pen or pencil.
IR port
Uses infrared technology to transmit data to and
receive data from other Palm OS® handhelds. See
“Beaming information” in Chapter 7 for more
information. You can also use the IR port to
update the information between your handheld
and computer using HotSync technology. See “IR
HotSync operations” in Chapter 8 for details.
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
Battery door
Covers the batteries that power your handheld.
USB and serial
connector
The connector that connects your handheld to the
cradle, which in turn connects to a USB port or
serial port on your computer. This allows you to
update the information between your handheld
and computer using HotSync technology.
Chapter 1
Page 9
Installing the batteries
To use your Visor handheld, you must install two AAA alkaline
batteries. The batteries fit behind the battery door on the back of the
handheld. See “Battery considerations” in Appendix A for more
information.
To install the batteries:
1. Press the latch on the battery door and lift the battery door away
from your handheld.
2. Install the two AAA alkaline batteries supplied with your
handheld into the battery compartment.
Note:
A diagram in the interior of the battery compartment
shows + and - ends of the batteries. When correctly
installed, the clips in the battery compartment secure the
batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your handheld and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the door,
make sure the door is aligned with the slots on the back of
your handheld, and that the batteries are firmly seated in
the battery compartment.
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Introduction to Your Visor Handheld
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your handheld screen is the basic action that
gets things done on your handheld.
The first time you start your Visor handheld, setup instructions
appear on the screen. These instructions include a calibration screen,
or digitizer. Calibration aligns the internal circuitry of your handheld
with its touch-sensitive screen so that when you tap an element on the
screen, the handheld can detect exactly which task you want to
perform.
Important: Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
With your handheld turned on, you can tap the handheld screen to
perform many operations, such as the following:
■
Open applications
■
Choose menu commands
■
Initiate a global Find operation
■
Select options in dialog boxes
■
Open the onscreen keyboards
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.
Chapter 1
Page 11
Elements of the handheld interface
Menu
bar
Pick list
Check
box
Command
buttons
Icons
Menu bar
A set of commands that are specific to the application.
Not all applications have a menu bar.
Command
buttons
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Icons
Tap the icons to open applications
Calculator
, menus
,
, and to find text anywhere in your data
.
abc
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
123
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
Check box
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
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Introduction to Your Visor Handheld
Previous/next
arrows
Scroll
bar
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Scroll bar
Drag the slider, or tap the top or bottom arrow, to
scroll the display one line at a time. To scroll to the
previous page, tap the scroll bar just above the slider.
To scroll to the next page, tap the scroll bar just below
the slider.
You can also scroll to the previous and next pages by
pressing the scroll buttons on the front panel of your
handheld.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open the four main
applications — Date Book Plus, Address, To Do List, and Memo Pad
— with the application buttons on the front panel of your handheld.
Tip:
When you press an application button on the front panel, 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.
Chapter 1
Page 13
To open an application:
1. Tap the Applications icon
.
2. Tap the icon of the application that you want to open. If you have
many applications installed on your Visor handheld, tap the scroll
bar to see all of your applications.
To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application icons to
different categories. See “Categorizing applications” in
Chapter 3.
Tip:
Using menus
Menus on your handheld are easy to use. Once you have mastered
them in one application, you can use them the same way in all other
applications.
The menus of each application are illustrated in the section on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
To open the menu bar:
1. Do one of the following:
■ Open an application (such as Memo Pad) and then tap the
■
Page 14
Menu icon .
Tap the inverted tab at the top of any application’s screen
(except Calculator).
Introduction to Your Visor Handheld
Tap inverted tab
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use.
The menus and menu commands that are available depend on the
application. Also, the menus and menu commands vary depending on
which part of the application you’re using. For example, in Memo Pad,
the menus are different for the Memo list screen and the Memo screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names. To use the Graffiti menu commands, the menu bar
must be closed.
Menu commands
Command letters
Chapter 1
Page 15
To use the Graffiti menu commands:
1. In the Graffiti text area, draw a diagonal line from the lower left to
upper right.
The Command toolbar appears for about four seconds.
Command toolbar
2. Immediately write the corresponding command letter in the
Graffiti letter area.
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Tip:
If you wait more than three seconds to write the menu
command, you need to redraw the Graffiti Command
stroke to redisplay the Command toolbar.
Command toolbar
The Command toolbar provides quick access to frequently used menu
commands. The commands available vary based on the active screen.
To use the command toolbar:
1. In the Graffiti text area, draw a diagonal line from the lower left to
upper right.
The Command toolbar appears for about four seconds.
Command toolbar
2. Tap the icon for the command you want.
Tip:
If you wait more than three seconds to tap the icon, you
need to redraw the Graffiti Command stroke to redisplay
the Command toolbar.
Displaying online tips
Many of the dialog boxes that appear on your handheld contain an
online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcuts for using the
dialog box, or give you other useful information.
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Introduction to Your Visor Handheld
To display an online tip:
1. Tap the Tips icon
.
2. After you review the tip, tap Done.
Four ways to enter data
There are four ways to enter data into your Visor handheld:
■
Using Graffiti writing
■
Using the onscreen keyboard
■
Entering or importing data in Palm Desktop software and then
synchronizing with your handheld
■
Using an external keyboard
Graffiti writing
Your Visor handheld includes Graffiti writing software as the primary
system for entering text and numbers. With Graffiti writing, you write
simple strokes with the stylus and they are instantly recognized as
letters or numbers.
Write letters here
Write numbers here
Division marks
Your Visor handheld also includes Giraffe, a game you can use to
practice Graffiti writing. See “Installing and removing applications”
in Chapter 3 for installation instructions. The Memo Pad application
is ideal for practicing Graffiti writing. This section explains how to
open Memo Pad and use it to practice Graffiti writing.
Chapter 1
Page 17
To open Memo Pad:
1. Press the Memo Pad application button
.
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
information.
Onscreen keyboard
When you create or edit a record in an application such as Address,
you can open the onscreen alphabetic and numeric keyboards to enter
data.
Tap here for
alphabetic keyboard
Tap here for
numeric keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
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Introduction to Your Visor Handheld
Alpha
Tab
Backspace
Caps lock
Carriage return
Caps shift
Tap here to display
alphabetic keyboard
Numeric
Tap here to display
numeric keyboard
International
Tap here to display
international keyboard
Using Palm Desktop software
If you have new records you want to add to your Visor handheld and
prefer to use the computer keyboard rather than the onscreen
keyboard, enter the data in Palm Desktop software or the PIM you
have installed to use with your handheld.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your handheld with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 5 for
more information.
HotSync
button
Chapter 1
Page 19
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop software. You can import data stored in
computer applications such as spreadsheets and databases, or data
from another Palm OS handheld. When you import data, you transfer
the records to your Visor handheld without having to enter them
manually. See “Importing data” in Chapter 2 for more information.
Using an external keyboard
You can connect an optional keyboard accessory to the connector on
your handheld so you can type data directly into your handheld.
External keyboards are very helpful when you need to enter large
amounts of data quickly and accurately while you are away from your
computer. For more information about external keyboard accessories,
go to the web site: www.handspring.com.
Customizing your handheld
You can customize your handheld by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your
handheld to work with a modem or network. See Chapter 9 for more
information on customizing your handheld.
To open the Preferences screens:
1. Tap the Applications icon
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. You make changes to
the time and date in General preferences.
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Introduction to Your Visor Handheld
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each minute number, and then tap the arrows to change them.
4. Tap AM or PM.
Note:
Your handheld can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 9 for more
information.
5. Tap OK.
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Chapter 1
Page 21
Palm Desktop software
Palm Desktop software includes the same main applications as your
Visor handheld: Date Book, Address, To Do List), and Memo Pad,
Expense, and desktop e-mail connectivity. You can use the HotSync
feature of this software to back up and exchange data between your
handheld and your computer.
It is a good idea to back up your data in case something happens to the
data on your Visor handheld. Changes you make on your Visor
handheld or Palm Desktop software appear in both places after you
synchronize.
With Palm Desktop software, you can do the following:
■
Work with your Visor handheld applications on your computer.
Palm Desktop software duplicates the Date Book, Address, To Do
List, Memo Pad applications on your handheld, so you can view,
enter, and modify any data stored on your handheld.
■
Back up the data stored on your handheld with HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 5 for more
information.
■
Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
■
Print your Date Book, Address, To Do List, and Memo Pad
information on any printer.
Connecting the cradle
The cradle that comes with your Visor handheld enables you to
synchronize the information on your Visor handheld with your Palm
Desktop software using HotSync technology.
Note: If your computer does not have a USB port, or it uses
Windows 95 or Windows NT, you need a serial cradle to
connect to your computer. You can purchase a serial cradle
from www.handspring.com.
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Introduction to Your Visor Handheld
To connect the cradle:
1. Plug the cable from the Visor handheld cradle into the USB port or
serial port on your computer.
Shown with
USB port
Note: If you are unsure about the exact location of the USB port or
serial port on your computer, refer to the manual supplied
with the computer.
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, refer to the online Help in Palm
Desktop software for information about how to use the software.
Note: You must install the software that comes with your Visor
handheld even if you already installed Palm Desktop software
for a previous Palm organizer.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do not simply copy the Palm Desktop software files
to your computer’s hard disk. You must use the installer to place the
files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run at startup such
as Microsoft Office, and disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
3. When the menu screen appears, click the name of the product you
purchased to begin the installation process.
4. Follow the onscreen instructions to complete the installation.
Chapter 1
Page 23
Using your handheld with Microsoft Outlook
The software that comes with your Visor 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 third-party connection software,
called a conduit, is available for your PIM. You must install the
software that came with your Visor handheld along with the conduit
for your PIM to synchronize the data between your handheld and
your PIM. For information on conduit software, go to this web site:
www.handspring.com.
Installing a Springboard module
Springboard expansion modules enable you to extend the functions of
your handheld. To install a Springboard module, simply remove the
slot protector and insert the module in the Springboard expansion slot
until the connectors are secure.
Page 24
Introduction to Your Visor Handheld
Chapter 2
Entering Data in Your
Visor Handheld
This chapter explains how to enter data into your Visor handheld
computer, by writing with the stylus in the Graffiti® writing area, by
using the onscreen keyboard, by using the computer keyboard, by
using an external keyboard, or by importing data from another
application.
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use
it to enter text in your applications. In this section, you learn the
procedures for creating letters, numbers, punctuation, and symbols as
well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can
type on a standard keyboard. The Graffiti strokes closely resemble the
uppercase letters of the regular alphabet, which makes Graffiti writing
easy to learn.
There are four basic concepts for success with Graffiti writing:
■
If you draw the character shape exactly as shown in the tables later
in this chapter (like the shapes shown in the following diagram),
you achieve 100% accuracy.
■
The heavy dot on each shape shows where to begin the stroke.
Certain characters have similar shapes, but different beginning
and end points. Always begin the stroke at the heavy dot (you
should not create the heavy dot; it is only there to show you where
to begin the stroke).
Chapter 2
Page 25
■
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your handheld recognizes
and displays the text character immediately. To accomplish single
strokes, some Graffiti strokes are portions of the regular alphabet
equivalents.
■
The Graffiti writing area is divided into two parts: one for writing
the letters of the alphabet and one for writing numbers. The small
marks at the top and bottom of the Graffiti writing area indicate
the two areas.
Write letters here
Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note:
You need to tap above the Graffiti writing area, and must
see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note:
There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
Page 26
Entering Data in Your Visor Handheld
3. Position the stylus in the left-hand side of the Graffiti writing area.
4. Start your stroke at the heavy dot and draw the stroke shape as it
appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your
handheld recognizes your stroke immediately and prints the letter at
the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke
for the next character you want to write.
Important: You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your handheld does not recognize
them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■
Accuracy improves when you write large characters. You should
draw strokes that nearly fill the Graffiti writing area.
■
To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■
Write at natural speed. Writing too slowly can generate
recognition errors.
■
Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
■
Press firmly.
Chapter 2
Page 27
The Graffiti alphabet
Letter
Strokes
Letter
A
N
B
O
C
P
D
Q
E
R
F
S
G
T
H
U
I
V
J
W
K
X
L
Y
M
Z
Space
Back Space
Carriage
Return
Period
Page 28
Strokes
tap twice
Entering Data in Your Visor Handheld
Writing capital letters
You make capital letters with the same stroke shapes as the basic
alphabet characters. To make capital letters, you must first “shift” to
caps — just as you press the Shift key on a keyboard — and then write
the character strokes.
Note: Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
■
Use the Caps Shift stroke:
Caps
Shift
Tip:
When Caps Shift is active, an “up arrow” symbol appears in
the lower-right corner of the handheld screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■
Use the Caps Lock stroke:
Caps
Lock
Tip:
When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the handheld screen. To
return to lowercase, make the Caps Shift stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area.
Chapter 2
Page 29
Graffiti numbers
Number
Strokes
Number
0
5
1
6
2
7
3
8
4
9
Strokes
Writing punctuation marks
Graffiti writing can create any punctuation symbol that you can enter
from a standard keyboard. All punctuation marks begin with a single
tap on the Graffiti writing area. When you make this tap, you activate
Punctuation Shift and a dot appears to show it is active. The next
stroke you make with the stylus creates a punctuation mark.
Punctuation Shift
Note: When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
Page 30
Entering Data in Your Visor Handheld
Symbol
Stroke
Symbol
Stroke
Period
.
Dash
—
Comma
,
Left Paren
(
Apostrophe
'
Right Paren
)
Question
?
Slash
/
Exclamation
!
Dollar
$
Additional Graffiti punctuation
@
#
%
^
&
*
<
\
{
}
[
]
~
`
>
;
–
+
=
:
"
tab
|
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your handheld:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the
lower-right corner of the screen. The next stroke that you make creates
the symbol or extended character.
Symbol Shift
Chapter 2
Page 31
Writing accented characters
To create accented characters, draw the stroke normally used to create
the letter, followed by an accent stroke. Graffiti writing then adds the
accent to the letter.
For example, the following diagram shows the strokes required to
draw an accented “e.”
=e
Accent strokes
a
a
a
a
a
a
Using these accent strokes, you can write the following accented
letters:
à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Additional non-English characters
You can write the following characters in the lowercase alphabet
mode without any special punctuation or shifting:
c
ae
Note: You must write these non-English characters in the left side of
the Graffiti writing area.
Page 32
Entering Data in Your Visor Handheld
Navigation strokes
In addition to character symbols, Graffiti writing includes special
strokes that you can use to navigate within text or fields in your
applications.
Command
Stroke
Move cursor right
Move cursor left
Previous field
(Address only)
Next Field
(Address only)
Open Address Record
(Address only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases
quick and easy. ShortCuts are similar to the Glossary or Autotext
features of some word processors.
Graffiti writing comes with several predefined ShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 9 to learn
about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol
appears at the insertion point to show that you are in ShortCut mode.
ShortCut
Chapter 2
Page 33
Your handheld includes the following predefined Graffiti ShortCuts:
Entry
ShortCut
Date stamp
ds
Time stamp
ts
Date / time stamp
dts
Meeting
me
Breakfast
br
Lunch
lu
Dinner
di
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for alpha keyboard
Tap here for numeric keyboard
4. Tap the characters to enter text and numbers.
Note:
The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three
dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Page 34
Entering Data in Your Visor Handheld
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer
keyboard, you can use Palm™ Desktop software, or any supported
PIM, to enter information. You can then perform a HotSync® operation
to synchronize the information on your computer with the
information on your handheld. All the main applications on your
handheld are available in Palm Desktop software and in most PIMs.
Refer to Palm Desktop online Help for more information on entering
data on your computer.
Importing data
If you have data stored in computer applications such as spreadsheets
and databases, or if you want to import data from another Palm OS®
handheld, you can transfer the data to your Visor handheld without
having to key it in manually. Save the data in one of the file formats
listed below, import it into Palm Desktop software, and then perform
a HotSync operation to transfer the data to your handheld.
Palm Desktop software can import data in the following file formats:
■
Comma delimited (.csv, .txt): Address and Memo Pad only
■
Tab delimited (.tab, .tsv, .txt): Address and Memo Pad only
■
CSV (Lotus Organizer 2.x/97 Mapping): Address only
■
Date Book archive (.dba)
■
Address archive (.aba)
■
To Do List archive (.tda)
■
Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use
the archive file formats to share information with other people who
use Palm OS handhelds or to create a copy of your important Palm
Desktop information.
Chapter 2
Page 35
To import data:
1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category
names, do the following:
Select All in the Category box.
Be sure that the same categories that appear in the imported file
also exist in the application. If the categories do not exist, create
them now; otherwise, the records are imported into the Unfiled
category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
7. To import data into the correct Palm Desktop fields, drag fields in
the left-hand column so that they are opposite the corresponding
imported field on the right.
8. If you do not want to import a field, deselect the check box for that
field.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your handheld, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing and
exporting data.
Using an external keyboard
You can connect an optional keyboard accessory to the connector on
your handheld so you can type data directly into your handheld.
External keyboards are very helpful when you need to enter large
amounts of data quickly and accurately while you are away from your
computer.
Page 36
Entering Data in Your Visor Handheld
Chapter 3
Managing Your
Applications
This chapter explains how to switch between applications on your
Visor handheld computer, how to change application settings so they
are personalized to your work methods, and how to categorize
applications so you view them in related groups.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon
.
Selecting applications
Your Visor handheld is equipped with a variety of applications. All
the applications installed on your handheld appear in the
Applications Launcher. See “Opening applications” in Chapter 1 for
details.
Switching between applications
When working in any application, tap the Applications icon
or
press an application button on the front panel of your handheld to
switch to another application. Your handheld automatically saves
your work in the current application and displays it when you return
to that application.
Categorizing applications
The category feature enables you to manage the number of application
icons that appear onscreen in the Applications Launcher. You can
assign an application to a category and then display a single category
or all your applications.
Chapter 3
Page 37
To categorize an application:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Category.
4. Tap the pick list 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, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon
.
2. Do one of the following:
Tap the Applications icon repeatedly to cycle through all your
categories.
Tap the pick list in the upper-right corner of the screen and select the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. As an alternative, you can choose to show a list of applications.
You can also choose to view the same category of applications each
time you open the Applications Launcher.
Page 38
Managing Your Applications
To change the Applications Launcher display:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Choosing preferences
You can set options that affect an entire application in the
application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
Note:
Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3
Page 39
Installing and removing applications
This section explains how to install and remove applications on your
Visor handheld and how to remove Palm™ Desktop software from
your computer.
Installing add-on applications
Your Visor handheld comes with the Date Book, Date Book Plus,
Address, To Do List, Memo Pad, Expense, Calculator, City Time, and
Mail applications installed and ready to use.
You can also install additional applications on your handheld, such as
games and other software. The Install Tool makes it easy to install
software on your Visor handheld during a HotSync® operation. There
are a variety of third-party applications available for your Visor
handheld. To learn more about these applications, go to the web site:
www.handspring.com.
Note: Any game or application that you install on your handheld
resides in RAM memory; you can delete them at any time.
To install add-on software on your handheld:
1. Copy or download the application you want to install into the addon folder in your Palm Desktop directory on your computer.
Note:
If the software you download is compressed, you need to
decompress it into this folder. If you prefer to place the
application into another folder, you need to navigate to
that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
Page 40
Managing Your Applications
3. Click Install.
Tip:
You can also access the Install Tool dialog box by
selecting Install Tool from the Palm Desktop program
group or by double-clicking any file with a PRC file
extension.
4. In the User drop-down list, select the name that corresponds to
your Visor handheld.
Chapter 3
Page 41
5. Click Add.
6. Select the application(s) that you want to install on your handheld.
7. Click Open.
Note:
Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
removes it from the list of applications to install.)
8. Click Done.
9. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Other ways to delete records” in Chapter 5
for details.
Installing games
The CD-ROM also includes several games that you can install with the
Install Tool:
■
Giraffe
■
HardBall
■
MineHunt
■
Puzzle
■
SubHunt
Note: Giraffe is a fun, easy way for you to practice Graffiti® writing.
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
Page 42
Managing Your Applications
Removing applications
In the event that you run out of memory or decide that you no longer
need an application you installed, you can remove applications from
your handheld. You can remove only add-on applications, patches,
and extensions that you install; you cannot remove the applications
that reside in the ROM portion of your handheld.
To remove an add-on application:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
8. Check the Backup folder in the Palm folder on your computer. If
you find a PRC file for the application you just removed, delete the
PRC file from the Backup folder.
Chapter 3
Page 43
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove
it from your computer.
To remove Palm Desktop software:
1. From the Windows Start menu, choose Settings, and then Control
Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop software.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
CD if you want to synchronize data with another PIM.
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 “Making records
private” in Chapter 5 for more information.
■
Assign a password to the Security viewing options. Assigning a
password requires you to enter a password to view masked or
hidden private entries; not assigning a password enables you (or
anyone else) to view individual masked private entries by tapping
them, and to view all hidden or masked private entries by
selecting Show Records in the Security dialog box.
■
Lock and turn off your handheld so that it does not operate until
you enter the correct password.
Assigning a password
You can assign a password to protect your private records and to lock
your handheld.
To assign a password:
1. Tap the Applications icon
2. Tap the Security icon
.
.
3. Tap the Password box.
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Managing Your Applications
4. Enter a password, and tap OK.
Tap here
5. Enter the same password a second time, and tap OK.
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 the current password.
Tap here
3. Tap OK.
4. Do one of the following:
To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Chapter 3
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Locking your handheld
You can also lock your handheld so that you need to enter your
password to operate it.
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 “Performing a hard reset” in Appendix A
for details.
To lock your handheld with a password:
1. Assign a password.
2. Tap Lock & Turn Off.
Tap Lock &
Turn Off
3. Tap Off & Lock.
4. To start your handheld, turn it on, and then enter the password.
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Managing Your Applications
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password from your handheld. Deleting
a forgotten password also deletes all entries and files marked as
Private.
Important: If you synchronize with your computer before deleting a
forgotten password, your handheld restores your private
entries the next time you perform a HotSync operation,
but it does not restore the password.
To delete a forgotten password:
1. Tap the Password box.
2. Tap Lost Password.
Tap here
3. Tap Yes.
Chapter 3
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Managing Your Applications
Chapter 4
Overview of Basic Applications
This chapter briefly describes each application and how to open it.
Your Visor handheld computer includes these basic applications:
■
Date Book
■
Date Book Plus
■
Address
■
To Do List
■
Memo Pad
■
Calculator
■
CityTime
■
Expense
Chapter 4
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Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of activity associated with a time and date.
In Date Book, you can do the following:
■
Enter a description of your appointment and assign it to a specific
time and date.
■
Display a chart of your appointments for an entire week. The
Week View makes it easy to spot available times and any potential
scheduling overlaps or conflicts.
■
Display a monthly calendar to quickly spot days where you have
morning, lunch, or afternoon appointments.
■
Display an agenda with both your appointments and your To Do
items.
■
Set an alarm to sound prior to the scheduled activity.
■
Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to
track with your handheld computer.
■
Attach notes to individual events for a description or clarification
of the entry in your Date Book.
To open Date Book:
1. Tap the Applications icon
2. Tap the Date Book icon
.
.
View icons
Note: Tap the view icons to select a Date Book view.
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Overview of Basic Applications
Date Book Plus
Date Book Plus is an enhanced version of the Date Book
application. In addition to all the standard Date Book features,
it provides a variety of advanced views and functions.
In Date Book Plus, you can do the following:
■
View To Do items in select calendar views.
■
Display a chart of your appointments for one or two weeks
complete with descriptions of each event.
■
Display a calendar of an entire year.
■
Display a list of your appointments in List View.
■
Create unscheduled events that float from one day to the next until
you complete them.
■
Create a Daily Journal to track events with automatic time stamps.
■
Save event templates and use them to quickly create similar
events.
To open Date Book Plus:
■
Press the Date Book Plus application button on the front panel of
your handheld. Date Book Plus opens to today’s schedule.
Date Book Plus button
Note: Press the Date Book Plus application button repeatedly to
cycle through the Day, Week, Week with Text, Month, Year,
and List views.
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Address
Address enables you to keep names, addresses, phone numbers,
and other information about your personal or business contacts.
In Address, you can do the following:
■
Quickly look up, enter, or duplicate names, addresses, phone
numbers, and other information.
■
Enter up to five phone numbers (home, work, fax, mobile, etc.) or
e-mail addresses for each name.
■
Define which phone number appears in the Address list for each
Address entry.
■
Attach a note to each Address entry, in which you can enter
additional information about the entry.
■
Assign Address entries to categories so that you can organize and
view them in logical groups.
To open Address:
■
Press the Address application button on the front panel of your
handheld. Address opens to display the list of all your records.
Address button
Note: Press the Address application button repeatedly to cycle
through the categories in which you have records.
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Overview of Basic Applications
To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■
Make a quick and convenient list of things to do.
■
Assign a priority level to each task.
■
Assign a due date for any or all of your To Do items.
■
Assign To Do items to categories so that you can organize and
view them in logical groups.
■
Sort your To Do items either by due date, priority level, or
category.
■
Attach notes to individual To Do items for a description or
clarification of the task.
To open To Do List:
■
Press the To Do List application button on the front panel of your
handheld. To Do List opens to display the category of items you
last viewed.
To Do List button
Note: Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
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Memo Pad
Memo Pad provides a place to take notes that are not associated
with records in Date Book, Address, or To Do List.
In Memo Pad, you can do the following:
■
Take notes or write any kind of message on your handheld
computer.
■
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
software and HotSync® technology.
■
Assign memos to categories so that you can organize and view
them in logical groups.
■
Write down phone numbers and other types of information. Later,
you can copy and paste this information to other applications.
To open Memo Pad:
■
Press the Memo Pad application button on the front panel of your
handheld. Memo Pad opens to display the last Memo Pad screen
that you viewed.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
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Overview of Basic Applications
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, division and a variety of advanced math and
scientific calculations.
In Calculator, you can do the following:
■
Select a view to perform specific types of calculations including:
math, trigonometry, finance, logic, statistics, 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:
■
Tap the Calculator icon
Chapter 4
next to the Graffiti® writing area.
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CityTime
CityTime helps you keep track of the time anywhere around
the globe.
In CityTime, you can do the following:
■
Select a home city as a point of reference.
■
Display the day and time in four other cities simultaneously.
■
Add a definition for any city that isn’t in the default list.
■
Display sunrise and sunset information for your home city.
To open CityTime:
1. Tap the Applications icon
2. Tap the CityTime icon
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.
.
Overview of Basic Applications
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your computer.
In Expense, you can do the following:
■
Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
■
Assign expense items to categories so that you can organize and
view them in logical groups.
■
Keep track of vendors (companies) and people involved with each
particular expense.
■
Log miles traveled for a particular date or expense category.
■
Sort your expenses by date or expense type.
■
Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft
Excel is not included in the Visor™ handheld package.)
To open Expense:
1. Tap the Applications icon
2. Tap the Expense icon
Chapter 4
.
.
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Overview of Basic Applications
Chapter 5
Common Tasks
This chapter provides instructions on how to do tasks that you can do
in most or all of the basic applications. It’s easy to transfer what you
learn in one application to the others because the structure and
behavior of all the applications are quite similar. The term “records”
is used to refer to an individual item in any of the basic applications: a
single Date Book Plus event, Address entry, To Do List item, Memo
Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Date Book Plus, Address, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book Plus only: Select a record type from the pop-up list,
select the start and end times, and then tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it
automatically.
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Editing records
After you create a record, you can change, delete, or enter new text at
any time. Two screen features tell you when your handheld is in
editing mode:
■
A blinking cursor
■
One or more edit lines
Blinking cursor
Edit line
Entering text
For information on how to enter text using Graffiti writing, the
onscreen keyboard, or the keyboard attached to your computer, see
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands available in the Edit menu apply to text
that you select in an application.
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:
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To select a word, double-tap the word. To select a whole
line, triple-tap the line.
Common Tasks
The following commands may appear in an Edit menu:
Undo
Reverses the action of the last edit command. For
example, if you used Cut to remove text, Undo
restores the text you removed. Undo also
reverses deletions done by using backspace.
Cut
Removes the selected text and stores it
temporarily in the memory of your handheld.
You can paste the text you cut into another area
of the current application or into a different
application.
Copy
Copies the selected text and stores it
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 text, Paste does nothing.
Select All
Selects all of the text in the current record or
screen. This enables you to cut or copy all of the
text and paste it elsewhere.
Keyboard
Opens the onscreen keyboard. When you finish
with the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti
character strokes. Use this command anytime
you forget a stroke for a character.
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Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap the Delete command:
Date Book, Date Book Plus: Delete Event
Address: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of
the deleted item to an archive file in Palm Desktop software, be
sure that the check box is checked. If you don’t want to save a copy,
tap the check box to remove the check.
4. Tap OK.
If you choose to save a copy of the selected item, your handheld
transfers it to the archive file on your desktop the next time you
perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
■
In the Details dialog box of the application, tap Delete, and then
tap OK.
■
Delete the text of the record.
■
Tap the Delete icon
Note:
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on the Command toolbar.
In Date Book and Date Book Plus, if you delete the text of
a repeating event, you delete all instances of that event.
Common Tasks
Purging records
Over time, as you use Date Book or Date Book Plus, To Do List, and
Expense, you’ll accumulate records in these applications that have
outlived their usefulness. For example, events that occurred months
ago remain in the Date Book Plus, and To Do items that you marked
as completed remain in the list, as do Expense items.
All these outdated records take up memory on your handheld, so it’s
a good idea to remove them by using Purge. If you think Date Book
Plus or To Do List records might prove useful later, you can purge
them from your handheld and save them in an archive file.
Purging is also available in Mail. See Chapter 7 for more information.
Purging is not available in Address or Memo Pad, so delete outdated
records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon
.
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book, Date Book Plus: Tap the pick list and select how old a
record must be to be purged. Purge deletes repeating events if
the last of the series ends before the date that you purge
records.
Date Book, Date Book Plus, To Do List: If you want to save a copy of
the purged records to an archive file on your desktop, be sure
that the check box is checked. If you don’t want to save a copy,
tap the check box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your handheld
transfers them to an archive file on your desktop the next time you
perform a HotSync operation.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
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Exchanging and updating data:
HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your handheld and Palm Desktop
software. Changes you make on your handheld or Palm 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
cradle or by beaming the data from the IR port on your handheld to
the IR port on your computer, or indirectly with a modem or network.
See Chapter 8 for information about performing HotSync operations
via the IR port, a modem, or a network.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information on both the handheld and Palm Desktop software. After
you enter this information and synchronize, the HotSync Manager
recognizes your handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a
group of users, you may want to create a user profile. See “Creating a
user profile” in Chapter 8 before performing the following steps.
Important: You must use the cradle for your first HotSync operation.
The following steps assume that you have already installed the Palm
Desktop software. If you have not installed this software, see
“Installing Palm Desktop software” in Chapter 1 for instructions.
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Common Tasks
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
The bottom edge of
the handheld should
align smoothly with
the cradle when it is
inserted properly.
2. If the HotSync Manager is not running, start it: On the Windows
desktop, click Start, and then choose Programs. Navigate to the
Palm Desktop software program group and choose HotSync
Manager. Alternatively, you can start the Palm Desktop software
which automatically opens the HotSync Manager.
3. Press the HotSync button on the cradle.
HotSync
button
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Important: The first time you perform a HotSync operation, you
must enter a user name in the New User dialog box and
click OK. Every handheld should have a unique name. To
prevent loss of a user’s records, never try to synchronize
more than one handheld to the same user name.
4. From the Select User dialog box, choose the user name you
assigned to your handheld.
The HotSync Progress dialog box appears and synchronization
begins.
5. Wait for a message on your handheld indicating that the process is
complete.
After the HotSync process is complete, you can remove your
handheld from the cradle.
Categorizing records
Categorize records in the Address, To Do List, Memo Pad, and
Expense applications so that they are grouped logically and are easy
to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your handheld automatically places it in
the category that is currently displayed. If the category is All, your
handheld assigns it to the Unfiled category. You can leave an entry as
Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and
Personal.
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Common Tasks
You cannot modify the system-defined categories, but you can
rename and delete the user-defined categories. In addition, you can
create your own user-defined categories. You can have a maximum of
15 user-defined categories in each application.
Address contains the QuickList user-defined category, in which you
can store the names, addresses, and phone numbers you might need
in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to
show how you might sort your expenses according to different
business trips.
Note: The illustrations in this section come from Address, but you
can use these procedures in all the applications in which
categories are available. Categories are not available in Date
Book and Date Book Plus.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
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To display a category of records:
1. Tap the category pick list in the upper-right corner of the list
screen.
Tap here
2. Select the category you want to view.
The list screen now displays only the records assigned to that
category.
Tip:
Pressing an application button on the front panel of the
handheld toggles through all the categories of that application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen.
Tap here
2. Tap Edit Categories.
3. Tap New.
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Common Tasks
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
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5. Tap OK.
Tip:
You can group the records in two or more categories into one
category by giving the categories the same name. For example,
if you change the name of the Personal category to Business,
all records formerly in the Personal category appear in the
Business category.
Finding records
Your handheld offers several ways to find information quickly:
■
All applications: Find locates any text that you specify, always
starting with the current application.
■
Date Book, Date Book Plus, To Do List, Memo Pad: Phone Lookup
displays the Address list screen and lets you add the information
that appears in this list to a record.
■
Address: The Look Up line lets you enter the first letters of a name
to scroll immediately to that name.
■
Expense: Lookup displays the names in your Address list that have
data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
Looking up Address records
When working with Address, the scroll buttons on the front panel of
the handheld makes it easy to navigate among your address entries.
■
In the Address list screen, the scroll buttons move up or down an
entire screen of records. If you hold down a scroll button, you
accelerate the scrolling and display every third screen.
■
In the Address View screen, the scroll buttons move to the
previous or next address record.
You can also use the Address Look Up feature to quickly scroll to any
of your Address entries.
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Common Tasks
To look up an Address record:
1. Display the Address list screen.
2. Enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If
you write another letter, the list scrolls to the first entry that
starts with those two letters. For example, writing an “s” scrolls
to “Sands,” and writing “sm” scrolls further to “Smith.” If you
sort the list by company name, the Look Up feature scrolls to
the first letter of the company name.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any
application.
To use Find:
1. Tap the Find icon
Tip:
.
If you select text in an application before you tap Find, the
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name
“davidson” also finds “Davidson.”
Find locates any word that begin with the text you enter. For example, searching for “plan” finds “planet,” but not “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.
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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 Lookup
Phone Lookup displays the Address list screen and lets you add the
information that appears in this list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert a phone number.
The record can be in Date Book, Date Book Plus, To Do List, or
Memo Pad.
2. Tap the Menu icon
.
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the
first letter you enter. Continue to spell the name you’re looking
for, or when you see the name, tap it.
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Common Tasks
5. Tap Add.
The name you selected, along with the other information associated
with it, is pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup
feature. You can also activate it in the following circumstances:
■
While entering text: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the
Graffiti characters for “Wi” and then the Phone Lookup
Command stroke “/L.” Assuming you have only one Address
record that begins with “Wi,” your handheld inserts the full name
“Fred Williams” (and its associated information). If you have more
than one name that begins with “Wi,” the Phone Lookup screen
appears and highlights the first record that begins with “Wi.”
■
For selected text: Drag to highlight the text, and then write the Phone
Lookup Command stroke “/L.” Your handheld replaces the
selected text and adds the name and its associated information.
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address list that have
data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
3. Tap Who.
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Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your
Address list that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done, and then tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the
application. Sorting is available in applications that have list screens:
Address, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application to display the list screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
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Common Tasks
To sort records in Address and Memo Pad:
1. Open the application to display the list screen.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
Address
Memo Pad
4. Do one of the following:
Address: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Memo list manually, tap and drag a memo to a new
location in the list.
Note: To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your handheld, open
Memo Pad in Palm Desktop software and click List by. Then
select Order on handheld.
Making records private
In all basic applications, except Mail and Expense, you can make
individual records private. Private records remain visible and
accessible, however, until you select the Security setting to hide or
mask all private records. See “Security” in Chapter 3 for more
information.
Hiding and masking private records
You can hide records that you mark as private. When you hide
records, they do not appear anywhere in the application. When you
mask records, a visual placeholder appears where the record would
normally appear. If you define a password, you must enter it to
display private records.
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To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
To hide or mask all private records:
1. Make sure the records you want to mask are marked private.
2. Tap the Applications icon
.
3. Tap Security.
4. Tap the Current Privacy pick list.
Tap here
5. Tap either Hide Records or Mask Records.
6. Tap OK to confirm that you want to change the security setting.
To display all private records:
1. Tap the Applications icon
.
2. Tap Security.
3. Tap the Current Privacy pick list.
Tap here
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Common Tasks
4. Tap Show Records.
If you do not have a password, private records become visible.
If you have a password, the Show Private Records dialog box
appears. Enter your password in this dialog box, and tap OK.
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.
Tap here
Note: If you have a password, you must enter your password and
tap OK to view the record.
To display all private records in a specific application:
1. Open the application in which you want to display the records.
2. Tap the Menu icon
.
3. Tap Options, and then tap Security.
4. Tap the Current Privacy pick list.
5. Tap Show Records.
6. Tap OK.
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Attaching notes
In all basic applications except Memo Pad, you can attach a note to a
record. A note can be up to several thousand characters long. For
example, for an appointment in Date Book Plus, you can attach a note
with directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon
.
To delete a note:
1. Tap the Note icon
.
2. Tap Delete.
3. Tap Yes.
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Common Tasks
Choosing fonts
In all basic applications except Expense, you can change the font style
to make text easier to read. You can choose a different font style for
each application.
Large font
Small font
Bold font
To change the font style:
1. Open an application.
2. Tap the Menu icon
.
3. Tap Options, and then tap Font.
4. Tap the font style you want to use.
Tap here for bold font
Tap here for large font
Tap here for small font
5. Tap OK.
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Common Tasks
Chapter 6
Application 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
■
Date Book Plus
■
Address
■
To Do List
■
Memo Pad
■
Calculator
■
CityTime
■
Expense
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Date Book
When you open Date Book, the screen shows the current date and a
list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind
of activity that you associate with a day. You can enter a new event on
any of the available time lines.
When you schedule an event, its description appears on the time line,
and its duration is automatically set to one hour. You can easily
change the start time and duration for any event.
Note: It’s possible to schedule events that overlap, but Date Book
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
You can also schedule a repeating event, such as a weekly meeting,
and continuous events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
2. Enter a description of the event. You can enter up to 255 characters.
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Application Specific Tasks
3. If the event is one hour long, skip to step 7. If the event is longer or
shorter than an hour, tap the time of the event to open the Set Time
dialog box.
Tap the
time of an
event
Tip:
You can also open the Set Time dialog (to select a start
time) by making sure no event is selected, and then
writing a number on the number side of the Graffiti
writing area.
4. Tap the time columns on the right side of the Set Time dialog to set
the Start Time.
Start Time
highlighted
Tap to scroll to
earlier hours
Tap to change
hours
Tap to change
minutes
Tap to scroll to
later hours
5. Tap the End Time box, and then tap the time columns to set the
End Time.
6. Tap OK.
7. Tap a blank area of the screen to deselect the event. A vertical line
appears next to the time, indicating the duration of the event.
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To schedule an event for another day:
1. Select the date you want for the event by doing one of the
following:
■
Tap the day of the week that you want in the date bar at the top of
the screen. If necessary, tap the Previous week or Next week scroll
arrows to move to another week.
Previous
week
Next
week
Tap to select a day of
the current week
Tip:
■
You can also use the scroll buttons on the front panel of
your handheld to move forward or backward one day at
a time.
Tap Go To at the bottom of the screen to open the Go to Date
dialog box. Select a date by tapping a year, month, and day in the
calendar.
Previous year
Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip:
In the Go to Date dialog box, you can also use the scroll
buttons on the front panel of your handheld to move
forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
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Application Specific Tasks
To schedule an untimed event:
1. Select the date that you want for the event as described in “To
schedule an event for another day.”
2. Tap New.
3. Tap OK, so that no start or end times are defined for the new event.
Tip:
You can also create a new untimed event by making sure
no event is selected and then writing letters in the Graffiti
writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
Note: If you create an event and decide later that there is no
particular start or end time, you can easily change it to an
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
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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, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in
your Date Book. You can set an alarm to sound minutes, hours, or
days before an event. The default Alarm setting is 5 minutes before the
time of the event, but you can change this to any number of minutes,
hours, or days.
When you set an alarm, this icon
appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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Application Specific Tasks
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 alarm for an untimed event that occurs on
February 4th. If the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3rd. The reminder
remains onscreen until you turn on your handheld and tap OK to
dismiss it.
To dismiss the alarm using the snooze option:
■
When the alarm Reminder dialog box appears, tap Snooze to
delay the alarm for five-minutes.
Note: Each time you tap Snooze, you dismiss the alarm for an
additional five-minute period.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular
intervals or extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually.
Another example is a weekly guitar lesson that falls on the same day
of the week and the same time of day.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1. Tap the event.
Typically, a continuous event is an untimed event.
2. Tap Details.
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3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often event repeats.
For a continuous event, tap Day.
5. Enter a number that corresponds to how often you want the event
to repeat on the Every line.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date for the repeating or continuous event, tap
the End on pick list and tap Choose Date. Use the date picker to
select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon
appears to the far right of the event.
Changing 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 change and tap OK, or tap Delete.
4. Tap one of the following:
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Application Specific Tasks
Current. Changes or deletes only the current instance of the re-
peating event.
Future. Changes or deletes the current event and all future occurrences of this event.
All. Changes or deletes all past, current, and future occurrences
of this event.
Considerations for repeating or continuous events
Keep the following points in mind:
■
If you change the start date of a repeating event, your handheld
calculates the number of days you moved the event. Your
handheld then automatically changes the end date to maintain the
duration of the repeating event.
■
If you change the repeat interval (e.g., daily to weekly) of a
repeating event, past occurrences (prior to the day on which you
change the setting) are not changed, and your handheld creates a
new repeating event.
■
If you change the date of an occurrence of a repeating event (e.g.,
from January 14th to January 15th) and apply the change to All
occurrences, the new date becomes the start date of the repeating
event. Your handheld adjusts the end date to maintain the
duration of the event. If you apply the change to Current or Future
occurrences, past occurrences (prior to the day on 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 repeating event
(e.g., time), that occurrence no longer shows the Repeat icon .
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Changing the Date Book view
In addition to displaying the calendar for a specific day, you can also
display a whole week or month, as well as the current time.
Note: The Date Book Plus application includes additional calendar
views and extended features. You can select Date Book Plus as
your default Date Book application. See “Selecting the default
Date Book” later in this chapter for details.
To cycle through Day, Week, and Month views:
■
Press the Date Book application button repeatedly to display the
next view.
To display the current time:
1. Tap and hold the stylus on the date in the date bar to display the
current time.
Tap and hold the date
Current time displays
2. Drag the stylus below the date bar and then lift it.
Tip:
If you lift the stylus while it is still on the date bar, the
menu bar appears.
Working in Week View
Week View shows the calendar of your events for an entire week. This
view lets you quickly review your appointments and available time
slots. In addition, the graphical display helps you spot overlaps and
conflicts in your schedule.
To display the Week View:
1. Tap the Week View button.
Week View
2. Tap the navigation controls to move forward or backward a week
at a time, or to display details of an event.
Note:
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The Week View also shows untimed events and events
that are before and after the range of times shown.
Application Specific Tasks
Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View
Keep the following points in mind:
■
To reschedule an event, tap and drag the event to 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 Preferences settings. If you have
an event before or after this time span, a bar appears at the top
or bottom of that day's column. Use the onscreen scroll arrows
to scroll to the event.
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Working in Month View
The Month View screen shows which days have events scheduled.
Dots and lines in the Month View indicate events, repeating events,
and untimed events.
Previous/next month
Dashed line indicates continuous event
Dots on right side indicate events
Dots below date indicate untimed events
Month View button
You can control the dots and lines that appear in the Month View. See
“Options menu” later in this chapter.
Tips for using Month View
Keep the following points in mind:
■
Tap a day in the Month View to display that day in the Day View.
■
Tap the scroll arrows in the upper-right corner to move forward or
backward a month.
■
Tap Go to to open the date selector and select a different month.
■
Use the scroll buttons on the front panel of your handheld to move
between months. Press the upper half of the button to display the
previous month, the lower half to display the next month.
Working in Agenda view
The Agenda view lets you view appointments, untimed events, and
To Do items in a single screen. Although it is primarily a viewing
option, you can also use the Agenda view to check off completed To
Do items. To go to a Day View of any event on the Agenda view
screen, simply tap the desired event.
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Application Specific Tasks
Tips for using Agenda view
■
Tap any appointment while in Agenda view to display the Day
View of the appointment.
■
Check off completed To Do items in the Agenda view, or click a
description of an item to go directly into the To Do List
application.
Spotting event conflicts
With the ability to define specific start and end times for any event, it’s
possible to schedule events that overlap (an event that starts before a
previous event finishes).
An event conflict (time overlap) appears in the Week View as
overlapping bars. The Day View displays overlapping brackets to the
left of the conflicting times.
Event
conflicts
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Date Book menus
Date Book menus are shown here for your reference, and Date Book
features that are not explained elsewhere in this guide are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
Options menu
Week View
Day View
Month View
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Application Specific Tasks
Display Options
Chapter 6
Enables you to change Date Book’s appearance
and which events display.
■
Show Time Bars. Activates the time bars that
appear in the Day View. The time bars show
the duration of an event and illustrate event
conflicts.
■
Compress Day View. Controls how times appear
in the Day View. When Compress Day View
is off, all time slots display. When it is on,
start and end times display for each event, but
blank time slots toward the bottom of the
screen disappear to minimize scrolling.
■
Month View settings. These check boxes apply to
the Month View of the Date Book. You can
activate any or all of these settings to show
that you have Timed, Untimed, or Daily
Repeating events in the Month View only.
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Preferences
About Date
Book
Page 96
■
Start/End Time. Defines the start and end times
for Date Book screens. If the time slots you
select do not fit on one screen, you can tap the
scroll arrows to scroll up and down.
■
Alarm Preset. Automatically sets an alarm for
each new event. The silent alarm for untimed
events is defined by minutes, days, or hours
before midnight of the date of the event.
■
Alarm Sound. Sets the tone of the alarm.
■
Remind Me. Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times,
5 Times, and 10 Times.
■
Play Every. Defines how often the alarm sounds.
The choices are Minute,
5 minutes, 10 minutes, and 30 minutes.
Shows version information for Date Book.
Application Specific Tasks
Date Book Plus
In addition to all the standard Date Book features, Date Book Plus
provides three extra views: Week View with Text, Year View, and List
View. Date Book Plus also includes useful features such as floating
events, To Do List integration, the Daily Journal, and templates.
This section describes the views and features which are unique to Date
Book Plus. See “Date Book” earlier in this chapter for information on
the standard Date Book features.
Working in Week View with Text
The Week View with Text shows an entire week with a description of
each scheduled event. This view can display one or two weeks at a
time and can include To Do items that are due on the dates shown.
Toggle between
1 and 2 weeks
Scroll to
more events
Dot indicates
more events
Week View with
Text button
Box indicates
To Do item
Tips for using Week View with Text
Keep the following points in mind:
■
Tap a day to display that day in the Day View.
■
Tap the scroll arrows in the upper-right corner to move forward or
backward a week. You can also use the scroll buttons on the front
panel of your handheld.
■
Tap Go to open the date selector and select a different week or a
specific date.
■
Tap the number of weeks to toggle between a one week view and
a two week view.
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Working in Year View
The Year View shows an overview of your calendar for an entire year.
Description of event
on selected date
Dot indicates
scheduled events
Indicates
selected date
Scroll to
other days
Year View button
Tips for using Year View
Keep the following points in mind:
■
Tap a day to display events for that day in the title bar. A minus
sign indicates only one event is scheduled on that day. A plus sign
indicates multiple events are scheduled on that day.
■
Tap the scroll arrows in the upper-right corner to move forward or
backward a year. You can also use the scroll buttons on the front
panel of your handheld.
■
Tap the scroll arrows in the lower-right corner to move forward or
backward a day.
■
Tap Prefs to set display options.
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Application Specific Tasks
Working in List View
The List View is a text oriented view that is integrated with To Do List.
It displays a list of events and To Do items for the selected week(s).
Selected
week’s dates
Scroll to
other weeks
List View button
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.
■
Tap the scroll arrows in the upper-right corner to move forward or
backward a week. You can also use the scroll buttons on the front
panel of your handheld.
■
Tap Go to open the date selector and select a different week or a
specific date.
■
Tap Prefs to set display options.
Working with floating events
Date Book Plus can include events that are a combination of a To Do
item and a Date Book event. These events are called “floating events.”
Floating events are not assigned to a specific date, but can still be
timed or untimed, can have alarms, and can repeat. If a floating event
is not completed by midnight, it automatically advances to the next
day until you mark it complete.
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You can distinguish a 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. Tap the Day View button.
2. Tap New and select Floating Event from the list.
Tap to create a floating event
3. Enter a description of the event.
4. Tap a blank area on the screen to deselect the floating event.
To mark a floating event complete:
■
Tap the circle to the right or left of the event.
Tips for using floating events:
■
To prioritize floating events, enter a number followed by a space
or dash as the first few characters of the description.
■
To convert an existing event to a floating event, select the event,
tap Details and select Float as the Type.
■
When you complete a repeating floating event, it marks only the
current occurrence of the event as complete.
■
Avoid scheduling a floating event that repeats daily. These events
can accumulate quickly unless you complete them each day.
■
When viewing a floating event in a desktop application, the Note
field will contain a series of characters: ##[email protected]@@@@@ for an
incomplete event and ##[email protected]@@@@@ for a complete event. Do not
remove or edit these characters.
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Application Specific Tasks
Working with To Do items
Date Book Plus can create and display To Do items. To Do items
appear in priority order at the top of the Day View screen.
To create To Do items in Date Book Plus:
1. Tap the Day View button.
2. Tap New and select To Do from the list.
Tap to create a To Do item
3. Enter a description of the To Do item.
4. Tap a blank area on the screen to deselect the item.
To mark a To Do item complete:
■
Tap the check box next to the item.
Tips for using To Do items:
■
When you create a To Do item in Date Book Plus, the priority and
category are based on the settings in the Create Options dialog
box. See “To Do Preferences” later in this chapter 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 “To Do Preferences”
later in this chapter for more information.
■
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.
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Using the Daily Journal
You can use the Daily Journal feature to record events as they occur.
Events are recorded with automatic time-stamping as Date Book Plus
Notes so they do not clutter your schedule. The Daily Journal is
especially useful for tracking activities such as sales calls, start and
end times for consulting or other work, or keeping a record of how
you spend your time at the office.
To create a Daily Journal entry:
1. Tap the Day View button.
2. Tap New and select Daily Journal from the list.
Date Book Plus creates an untimed event, opens a Note for this
event, and inserts the current time. If you’ve already started a
journal for the current day, Date Book Plus opens the existing
journal and inserts a new entry.
Tap to create a Daily Journal
3. Enter a description for the journal entry.
4. Tap Done.
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Application Specific Tasks
Using templates
You can use templates to create a list of standard events. You can then
select an event from this list and add it to your calendar. Since Date
Book Plus saves all the event attributes, including alarms and notes,
templates can really save you time when entering reminder notices or
events that recur on different days and times.
To create a template:
1. Select the event you want to save as a template.
2. Tap the Menu icon
.
3. Tap Record, and then tap Create Template.
To schedule a template event:
1. Go to the date on which you want to schedule the event.
2. Tap the time line that corresponds to the beginning of the event.
3. Tap the Day View button.
4. Tap New and select Template from the list.
Tap to create an event
from a template
5. Select the event from the Appointment Templates list.
6. Tap OK.
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Using snooze alarms
When you set alarms in Date Book Plus, the Reminder & Snooze
dialog box appears in place of the standard reminder message. You
can use this dialog box to reset the alarm to sound in a specified period
of time.
Selecting the default Date Book
The default Date Book is the application that appears when you press
the Date Book button on the front of your handheld. By default, this is
the Date Book Plus application. If you prefer, you can select Date Book
as your default application.
To select the default Date Book:
1. Tap the Menu icon
.
2. Tap Options, and then tap Default Date Book.
3. Tap Date Book or Date Book+.
4. Tap OK.
Date Book Plus menus
Date Book Plus menus are shown here for your reference, and Date
Book Plus features that are not explained elsewhere in this guide are
described here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
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Application Specific Tasks
Record menu
New To Do
Creates a new To Do item and adds it to your Date
Book Plus and To Do List database.
Duplicate Item
Creates a copy of the selected event and opens the
Details dialog box for the new event.
UnDelete from
Archive
Restores the last event you deleted from Date
Book Plus (provided it was stored in the Archive
file). You can select this command repeatedly to
restore additional events.
Options menu
Month View
Day View
Week View
Year View
Chapter 6
Week View with Text
List View
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Preferences
■
■
Start/End Time. Defines the start and end times
for Date Book Plus screens. If the time slots you
select do not fit on one screen, you can tap the
scroll arrows to scroll up and down.
Event Duration. Defines the default duration for
new events.
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■
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 press the Date Book button
repeatedly. By default, all views appear.
■
Display Options. Opens the Display Options
dialog box where you can define the following
options:
Application Specific Tasks
Display Options
■
■
■
Show Time Bars. Activates the time bars that
appear in the Day View. The time bars
show the duration of an event and
illustrate event conflicts
Compress Day View. Controls how times
appear in the Day View. When Compress
Day View is off, all time slots display.
When it is on, start and end times display
for each event, but blank time slots toward
the bottom of the screen disappear to
minimize scrolling.
Show PM Label. Displays a “p” after PM
times.
■
Hide End Times. Removes all time bars and
end times from the display.
■
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 View
contains more than one screen of
information.
■
Float Advance at Midnight. Advances floating
events to the next day at midnight of the
current day.
■
Hide Completed Floating Events. Removes
completed floating events from the Date
Book Plus display.
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Alarm
Preferences
Page 108
■
Alarm Sound. Sets the tone of the alarm.
■
Snooze Sound. Sets the tone of the snooze alarm.
■
Remind Sound. Sets the tone of the reminder
alarm. The reminder alarm sounds when the
snooze alarm is not acknowledged.
■
Play Sound. Defines how many tones the alarm
emits before it stops. The choices are Once,
Twice, 3 Times, 5 Times, 10 Times, and 100
Times.
■
Repeat Alarm. Defines how many times the
alarm repeats when it is not acknowledged.
The choices are Once, Twice, 3 Times, 5 Times,
and 10 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 for untimed
events is defined by minutes, days, or hours
before midnight of the date of the event.
Application Specific Tasks
To Do
Preferences
■
Show Categories. Displays the To Do items in the
categories you select.
■
Priorities Displayed. Displays To Do items with
the selected priority level. The choices are 1
only, 1-2, 1-3, 1-4, and 1-5.
■
Show Priority. Displays the priority level for To
Do items.
■
Show Completed Items. Displays completed To
Do items.
Go to Week
Chapter 6
■
Show Undated Items. Shows all To Do items that
have not been assigned a due date.
■
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.
Enables you to jump to a specific week by tapping
the week number in the current year.
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Week
Preferences
Page 110
■
Time Format. Defines the format of the time
display. The choices are No Time, 11p, 11:30p,
23, 23:30.
■
Display To Do. Defines where To Do items will
appear on the Date Book Plus screen. The
choices are Top, Bottom, and Hide.
■
Week Start. Defines the first day of the week for
Week View with Text.
■
Wordwrap Single Entry. Wraps text in cells that
contain a single event to display as much text
as will fit in the cell.
■
Hide Untimed Floating 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.
Application Specific Tasks
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 Daily Repeating Events. Displays events that
repeat each day.
■
Include Week Numbers in Title. Displays week
numbers in the title bar for the first and last
weeks in the month.
■
Show Zero Duration Events. Displays events that
have no duration in the Month View display.
■
Hide Floating and Done Items. Removes floating
events and completed To Do items from the
Year View display.
■
Hide Untimed Events. Removes untimed events
from the Year View display.
■
Hide Zero Duration Events. Removes events
without a duration from the Year View
display.
■
Hide Events <. Removes events that are shorter
than the time you specify from the Year View
display. The choices are 0.5, 1, 2, 4, 8, and 12.
■
Hide Daily Repeating Events. Removes events that
repeat daily from the Year View display.
Year
Preferences
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List View
Preferences
About Date
Book+
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■
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 &
Undated, Dated only, and Undated only.
■
Filter by Text. Displays events that contain the
text you enter in this field and hides events that
do not contain this text.
■
Show. Determines the type of information that
will appear for each event. The choices are Day
Name and Time.
Shows version information for Date Book Plus.
Application Specific Tasks
Address
Address is the application in which you store name and address
information about people or businesses.
Creating an Address entry
A record in Address is called an “entry.” You can create entries on
your handheld, or you can use Palm Desktop software to create
entries on your computer and then download the entries to your
handheld with your next HotSync operation.
Palm Desktop software also has data import capabilities that enable
you to load database files into Address on your handheld.
See “Importing data” in Chapter 2 and Palm Desktop online Help for
more information.
To create a new Address entry:
1. Press the Address application button
handheld to display the Address list.
on the front of your
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your
Address list.
Note:
Chapter 6
The handheld automatically capitalizes the first letter of
each field (except numeric and e-mail fields). You do not
have to use the Graffiti capital stroke to capitalize the first
letter of the name.
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4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
You can also move to any field by tapping it directly.
Tip:
5. Enter the person's first name in the First Name field.
6. Enter the other information that you want to include in this entry.
7. Tap the scroll arrows
to move to the next page of information.
8. After you finish entering information, tap Done.
Tap Done
Tip:
To create an entry that always appears at the top of the
Address list, begin the Last name or Company field with a
symbol, as in *If Found Call*. This entry can contain contact
information in case you lose your handheld.
Duplicating an entry
You can duplicate existing entries, which can be helpful when you
want to enter multiple people from a single organization. When you
duplicate an entry, the word Copy appears next to the name in the First
Name field.
To duplicate an entry:
1. From the Address list, tap a name you want to duplicate.
1. Tap the Menu icon
.
2. Tap Record, and then tap Duplicate Record.
3. Edit the entry as necessary.
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Application Specific Tasks
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that
you associate with an Address entry. Any changes you make apply
only to the current entry.
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
3. Tap the pick list next to the label you want to change.
Tap
triangle
4. Select a new label.
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options
that you can associate with an entry.
To open the Address Entry Details dialog box:
1. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
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Show in List
Select which type of phone or other information
appears in the Address list screen. Your options
are Work, Home, Fax, Other, and E-mail.
Category
Assign the entry to a category.
Private
Hide this entry when Security is turned on.
Address menus
Address menus are shown here for your reference, and Address
features that are not explained elsewhere in this guide are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
The Record and Options menus differ depending on whether you’re
displaying the Address list screen or the Address View screen.
Record menus
Address list
Address View
Options menus
Address View
Address list
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Application Specific Tasks
Preferences
■
Remember last category. Determines how
Address appears when you return to it from
another application. If you select this check
box, Address shows the last category you
selected. If you clear it, Address displays the
All category.
Rename Custom
Fields
These custom fields appear at the end of the
Address Edit screen. Rename them to identify the
kind of information you enter in them. The names
you give the custom fields appear in all entries.
About Address
Book
Shows version information for Address Book.
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To Do List
A To Do item is a reminder of some task that you have to complete. A
record in To Do List is called an “item.”
To create a To Do item:
1. Press the To Do List application button
on the front of your
handheld to display the list of To Do items.
2. Tap New.
New To
Do item
Tap New
3. Enter the text of the To Do item. The text can be longer than one
line.
4. Tap anywhere onscreen to deselect the To Do item.
Tip:
If no To Do item is currently selected, writing in the Graffiti
writing area automatically creates a new item.
Setting priority
The priority setting for items lets you arrange your To Do items
according to their importance or urgency. The default setting is to
arrange To Do items by priority and due date, with priority 1 items at
the top. If you have a number of items in your list, changing an item’s
priority setting may move its position in the list.
Note: When you create a new To Do item, its priority is
automatically set to level 1, the highest (most important) level.
If you select another item first, however, the item you create
appears beneath the selected item and is given the same
priority as the selected item.
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Application Specific Tasks
To set the priority of a To Do item:
1. Tap the Priority number on the left side of the To Do item.
Tap here
Tap to
select
priority
2. Tap the Priority number that you want to set (1 is most important).
Checking off a To Do item
You can check off a To Do item to indicate that you’ve completed it.
You can set To Do List to record the date that you complete the To Do
item, and you can choose to show or hide completed items. See “To Do
Show Options” later in this chapter.
To check off a To Do item:
■
Tap the check box on the left side of the item.
Completed
To Do item
Changing To Do item details
The To Do Item Details dialog box enables you to change settings for
individual items.
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To display the To Do Item Details dialog box:
1. Tap the text of the item whose details you want to change.
2. Tap Details.
Setting a due date
You can associate a due date with any To Do item. You can also sort
the items that appear in the list based on their due date.
To set a due date for a To Do item:
1. In the Details dialog box, tap “No Date” to open the Due Date pick
list.
Tap here
2. Tap the date that you want to assign the item:
Today
Assigns the current date.
Tomorrow
Assigns tomorrow’s date.
One week later
Assigns the date exactly one week from the
current date.
No Date
Removes the due date from the item.
Choose date
Opens the date selector, where you can
choose any date that you want for the item.
3. Tap OK.
Tip:
If you turn on the Show Due Dates option in the To Do Show
options dialog, you can tap directly on the due date in the To
Do list to open the pick list shown in step 2.
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Application Specific Tasks
To Do Show Options
The Show Options dialog box enables you to control the appearance
of the To Do list screen.
To change the Show Options settings:
1. In To Do list screen, tap Show.
2. Select any of the following settings:
Show
Completed
Items
Displays your completed items in the To Do
list screen. If you turn off this setting, your To
Do items disappear from the list when you
complete (check) them.
Items that no longer appear on the list because
you turn off this setting have not been deleted.
They are still in the memory of your handheld.
Purge completed items to remove them from
memory.
Show Only Due
Items
Shows only the items that are currently due,
past due, or have no due date specified. When
this setting is active, items that are not yet due
do not appear in the list until their due date.
Record
Completion
Date
Replaces the due date with the actual date
when you complete (check) the item. If you do
not assign a due date to an item, the
completion date still records when you
complete the item.
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Show Due Dates Displays the due dates associated with To Do
items and displays an exclamation mark next
to items that remain incomplete after the due
date passes.
Show Priorities
Shows the priority setting for each item.
Show
Categories
Shows the category for each item.
3. Tap OK.
To Do List menus
To Do List menus are shown here for your reference, and To Do List
features that are not explained elsewhere in this guide are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
Options menu
About To Do List Shows version information for To Do List.
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Application Specific Tasks
Memo Pad
A memo can contain up to 4,000 characters. The number of memos
you can store is dependent only on the memory available on your
handheld. A record in Memo Pad is called a “memo.”
To create a new memo:
1. Press the Memo Pad application button
handheld to display the Memo list.
on the front of your
2. Tap New.
Tap New
Tip:
In the Memo list screen, you can also begin writing in
the Graffiti writing area to create a new memo. The first
letter is automatically capitalized and begins your new
memo.
3. Enter the text you want to appear in the memo. Use the carriage
return stroke to move down to new lines in the memo.
4. Tap Done.
Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy
to locate and review your memos.
To review a memo:
1. In the Memo list, tap the text of the memo.
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Tap a
memo to
review its
contents
2. Review or edit the text in the memo.
3. Tap Done.
Memo Pad menus
Memo Pad menus are shown here for your reference, and Memo Pad
features that are not explained elsewhere in this guide are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
The Record and Options menus differ depending on whether you’re
displaying the Memo list or an individual memo.
Record menus
Memo list
Memo screen
Options menus
Memo list
Memo screen
Preferences
Displays the Memo Preferences dialog box,
where you define the sort order for memos.
About Memo Pad
Shows version information for Memo Pad.
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Application Specific Tasks
Calculator
Calculator includes two operating modes: Basic and Advanced. In
Basic mode you can perform simple mathematical calculations. In
Advanced mode you can access scientific functions and perform
sophisticated math calculations. This section explains how to select
the operating mode and use the buttons and menu options available
in each mode.
Selecting the Calculator mode
The Change Mode dialog enables you to choose whether you want to
work in Basic Calculator mode or Advanced Calculator mode. You
can change modes at any time.
To select the Calculator mode:
1. Tap the Calculator icon
2. Tap the Menu icon
next to the Graffiti® writing area.
.
3. Tap Options, and then tap Change Mode.
4. Tap Basic or Advanced as the mode.
5. Tap OK.
Using the Basic Calculator buttons
The Basic Calculator includes the following buttons.
Clears the last number you entered. Use this button if
you make a mistake while entering a number in the
middle of a calculation. This button enables you to reenter the number without starting the calculation over.
Clears the entire calculation and enables you to begin a
fresh calculation.
Toggles the current number between a negative and
positive value. If you want to enter a negative number,
enter the number first and then press the +/- button.
Places the current number in memory. Each new
number you enter with the M+ button is added to the total
already stored in memory. You can add either a
calculated value or a number you enter by pressing the
number buttons. Pressing this button has no effect on
the current calculation (or series of calculations); it
merely places the value into memory until it is recalled.
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Recalls the stored value from memory and inserts it in
the current calculation.
Clears any value that is stored in the Calculator
memory.
Displaying Recent Calculations
The Basic Calculator’s Recent Calculations command enables you to
review the last series of calculations and is particularly useful for
confirming a series of “chain” calculations.
To display recent calculations:
1. Tap the Menu icon
.
2. Tap Options, and then tap Recent Calculations.
3. After you finish reviewing the calculations, tap OK.
Using the Advanced Calculator mode
The Advanced Calculator screen consists of three regions. Each region
performs a different function to help you perform a variety of
calculations.
Tap here
to change
views
View specific buttons
change with view
Primary buttons
available in all views
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Application Specific Tasks
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.
Primary buttons
Clears the entire calculation and enables you to begin a
fresh calculation.
Clears the last digit you entered. Use this button if you
make a mistake while entering a number in the middle
of a calculation. This button enables you to re-enter the
number without starting the calculation over.
Enters an exponent symbol in the calculation.
Opens the Constants dialog box where you can select a
constant to include in the calculation.
Opens the Store in which memory dialog box where you
can select 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.
Math buttons
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) antilogarithm.
Calculates the reciprocal of the current number.
Displays the integer portion of a decimal value.
Calculates the square root of the current number.
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Calculates the inverse of x to the y power.
Calculates the common (base 10) logarithm.
Calculates the natural (base e) logarithm.
Displays the remainder of x/y.
Displays the decimal portion of a decimal value.
Trigonometry buttons
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 (inverse) sine of the current number.
Calculates the arc (inverse) cosine of the current
number.
Calculates the arc (inverse) tangent of the current
number.
Calculates the arc (inverse) hyperbolic sine of the
current number.
Calculates the arc (inverse) hyperbolic cosine of the
current number.
Calculates the arc (inverse) hyperbolic tangent of the
current number.
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Application Specific Tasks
Finance buttons
Finance buttons enable you to find an unknown variable value based
on a group of known variable values.
For example, to calculate the monthly payment for a 30-year home
loan of $100,000 with an annual interest rate of 8%, you would enter
the following variables:
■
Payments/year = 12
■
N = 360 (30 years x 12 months)
■
APR = 8
■
PV = 100,000
■
FV = 0
Using these variables, the answer would be -733.76 per month.
To solve this example:
1. Enter a value and then tap the corresponding variable button.
Repeat this process until you’ve entered the following four
variables:
■
N = 360 (30 years x 12 months)
■
APR = 8
■
PV = 100,000
■
FV = 0
2. Enter 12 and tap the P/Yr button to enter the number of
payments/year.
3. Tap Edit.
4. Tap the Pmt line and erase all values on the line including zero.
5. Tap Solve.
6. Tap Done.
You can use a similar process to solve other financial equations by
entering four of the variables to find the value of the fifth variable.
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Stores the current number as the total number of
payments over the life of the loan.
Stores the current number as the annual percentage rate
of interest.
Stores the current number as the number of payments
per year.
Stores the current number as the initial loan amount.
Stores the current number as the payment amount.
Stores the current 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.
Calculates the change in a value by a given percentage.
To use this button, enter a value, tap this button, enter
the percent, and then tap the equal sign button.
Calculates the percentage of one number relative to
another number. To use this button, enter the first
number, tap this button, enter the second number, and
then tap the equal sign button.
Calculates the percentage required to get to one value
from another value. To use this button, enter the result
number, tap this button, enter the starting number, and
then tap the equal sign button.
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Application Specific Tasks
Logic buttons
Shifts the value to the left and fills the new places with
zeros.
Enters D in a hexadecimal calculation.
Enters E in a hexadecimal calculation.
Enters F in a hexadecimal calculation.
Calculates bit-by-bit commonalities between two
arguments.
Calculates bit-by-bit unique occurrences in two
arguments.
Shifts the sign bit to the right in signed mode.
Enters A in a hexadecimal calculation.
Enters B in a hexadecimal calculation.
Enters C in a hexadecimal calculation.
Calculates the inverse of each bit of the argument.
Calculates the exclusive OR between two arguments.
Statistics buttons
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 the statistics memory
list.
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Calculates the square of the sum of the values in the
statistics memory list.
Opens the Statistical Data dialog box where you can
view, edit, delete, and clear values in the statistics
memory list.
Displays the number of values in the statistics memory
list.
Calculates the factorial of any integral from 0 to 170.
Generates a random number between 0 and 32767 and
then divides this number by 32768 to generate a random
fraction between 0 and .99997.
Returns the number of combinations of n items taken m
at a time.
Returns the number of permutations of n items taken m
at a time.
Weight/Temp buttons
Indicates the current value is entered in ounces. When
you tap this button after tapping another unit of
measure, it converts the value to ounces.
Indicates the current value is entered in pounds. When
you tap this button after tapping another unit of
measure, it converts the value to pounds.
Indicates the current value is entered in tons. When you
tap this button after tapping another unit of measure, it
converts the value to tons.
Indicates the current value is entered in milligrams.
When you tap this button after tapping another unit of
measure, it converts the value to milligrams.
Indicates the current value is entered in grams. When
you tap this button after tapping another unit of
measure, it converts 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.
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Application Specific Tasks
Indicates the current value is entered in degrees
Fahrenheit. When you tap this button after tapping
another unit of measure, it converts the value to degrees
Fahrenheit.
Indicates the current value is entered in degrees Celsius.
When you tap this button after tapping another unit of
measure, it converts the value to degrees Celsius.
Length buttons
Indicates the current value is entered in inches. When
you tap this button after tapping another unit of
measure, it converts the value to inches.
Indicates the current value is entered in feet. When you
tap this button after tapping another unit of measure, it
converts the value to feet.
Indicates the current value is entered in yards. When
you tap this button after tapping another unit of
measure, it converts the value to yards.
Indicates the current value is entered in miles. When you
tap this button after tapping another unit of measure, it
converts the value to miles.
Indicates the current value is entered in nautical miles.
When you tap this button after tapping another unit of
measure, it converts the value to nautical miles.
Indicates the current value is entered in millimeters.
When you tap this button after tapping another unit of
measure, it converts the value to millimeters.
Indicates the current value is entered in centimeters.
When you tap this button after tapping another unit of
measure, it converts the value to centimeters.
Indicates the current value is entered in meters. When
you tap this button after tapping another unit of
measure, it converts the value to meters.
Indicates the current value is entered in kilometers.
When you tap this button after tapping another unit of
measure, it converts the value to kilometers.
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Area buttons
Indicates the current value is entered in square inches.
When you tap this button after tapping another unit of
measure, it converts the value to square inches.
Indicates the current value is entered in square feet.
When you tap this button after tapping another unit of
measure, it converts the 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 button after tapping another unit of
measure, it converts the value to square miles.
Indicates the current value is entered in square
millimeters. When you tap this button after tapping
another unit of measure, it converts the value to square
millimeters.
Indicates the current value is entered in square
centimeters. When you tap this button after tapping
another unit of measure, it converts the value to square
centimeters.
Indicates the current value is entered in square meters.
When you tap this button after tapping another unit of
measure, it converts the value to square meters.
Indicates the current value is entered in hectares. When
you tap this button after tapping another unit of
measure, it converts the value to hectares.
Indicates the current value is entered in square
kilometers. When you tap this button after tapping
another unit of measure, it converts the value to square
kilometers.
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Application Specific Tasks
Volume buttons
Indicates the current value is entered in teaspoons.
When you tap this button after tapping another unit of
measure, it converts the value to teaspoons.
Indicates the current value is entered in fluid ounces.
When you tap this button after tapping another unit of
measure, it converts the value to fluid ounces.
Indicates the current value is entered in cups. When you
tap this button after tapping another unit of measure, it
converts the value to cups.
Indicates the current value is entered in pints. When 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 current value is entered in tablespoons.
When you tap this button after tapping another unit of
measure, it converts the value to tablespoons.
Indicates the current value is entered in milliliters. When
you tap this button after tapping another unit of
measure, it converts the value to milliliters.
Indicates the current value is entered in liters. When you
tap this button after tapping another unit of measure, it
converts the value to liters.
Indicates the current value is entered in cubic inches.
When you tap this button after tapping another unit of
measure, it converts the value to cubic inches.
Indicates the current value is entered in cubic feet. When
you tap this button after tapping another unit of
measure, it converts the value to cubic feet.
Indicates the current value is entered in cubic meters.
When you tap this button after tapping another unit of
measure, it converts the value to cubic meters.
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Creating a custom view
You can modify any existing Advanced Calculator view to create your
own view. While customizing a view, you can change the button
names as well as the button definitions.
To create a custom view:
1. From the Advanced Calculator screen, tap the Menu icon
.
2. Tap Program, and then tap Export.
3. Tap the pick list and select the view you want to modify.
4. Tap Export and then tap OK.
5. Tap Done.
6. In Memo Pad, open the memo containing the definition you
selected in step 3.
7. Modify the definition, and then tap Done.
8. From the Advanced Calculator screen, tap the Menu icon
.
9. Tap Program, and then tap Import.
10. Tap the pick list and select the view you modified.
11. Tap Import.
12. Tap Replace to change an existing definition, or tap Add to create
an additional definition.
13. Tap OK, and then tap Done.
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Application Specific Tasks
Calculator menus
Calculator menus are shown here for your reference, and Calculator
features that are not explained elsewhere in this guide are described
here. See “Using menus” in Chapter 1 for information about choosing
menu commands.
Options menus
Basic Calculator
About
Calculator
Advanced Calculator
Shows version information for Calculator.
Program menu
Advanced 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 View
Opens the Delete View dialog box where you can
delete a user-defined view.
Restore
Defaults
Returns all the view definitions to the preset default
values.
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CityTime
CityTime enables you to display the day and time in your home city
and in four other cities around the globe. Whether you’re travelling or
at home, now it’s easy to keep track of the best time to reach your
business associates, friends, and family in far away places.
Setting your home city
The home city serves as a point of reference for your other city
selections. The information displayed for all the other cities is based
on the day and time in your home city. When you use CityTime for the
first time (or when your travel or move to another city), make sure you
set your home city location. Setting your home city location ensures
that CityTime displays accurate information for the other cities your
select.
To set your home city:
1. Tap the Applications icon
2. Tap the CityTime icon
3. Tap the Menu icon
.
.
.
4. Tap Options, and then tap Select Home City.
5. 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
command to add a new city to the list. See “Adding cities”
later in this section for details.
6. Tap OK.
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Application Specific Tasks
Selecting remote cities
In addition to your home city, you can display the day and time for
four other cities anywhere around the globe. These other cities are
called remote cities.
To set your remote cities:
1. Tap a pick list in the lower part of the CityTime screen and select
the city closest to the city you want to display.
Tap to select
a remote city
If a nearby city isn’t in the list, you can use the Edit Cities
command to add a new city to the list. See the next section
“Adding cities” for details.
Tip:
2. Tap the remaining pick lists and select the other three cities you
want to display.
Tip:
You can temporarily display the day and time for any other
city by tapping the city’s location on the map display.
Adding cities
If the city you want to display is not in the predefined list, you can use
the Edit Cities command to add it.
To add a city to the list:
1. Tap the Menu icon
.
2. Tap Options, and then tap Edit Cities.
3. Tap New.
4. Enter the city name and other information.
5. Tap OK.
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CityTime menus
CityTime menus are shown here for your reference, and CityTime
features that are not explained elsewhere in this guide are described
here. See “Using menus” in Chapter 1 for information about choosing
menu commands.
Options menu
About CityTime
Shows version information for CityTime.
Help
Displays online help for the CityTime screens.
Utilities menu
Change
Location
Opens the Change Location dialog box where
you can select the city to which you are
moving or travelling. Changing the location
updates the system time and date.
Sun Rise/Set
Opens the Sun Rise/Set dialog box where you
can view sunrise and sunset information for
your home city. To view this information for
another city, tap the City pick list and select
the city from the list. To view this information
for another date, tap the scroll arrows next to
the date box.
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Expense
Expense enables you to record the date, expense type, and the amount
that you spent. A record in Expense is called an “item.” You can sort
your Expense items into categories or add other information that you
want to associate with the item.
To create an Expense item:
1. Tap the Applications icon
2. Tap the Expense icon
.
.
3. Tap New.
Cursor
of new
item
Tap New
Tip:
You can also create a new Expense item by writing on the
number side of the Graffiti writing area while in the
Expense list screen. The first number you write begins
your new Expense item.
4. Enter the amount of the expense.
5. Tap the Expense type pick list and select a type from the list.
Tap here
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.
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Tip:
A quick way to create a new Expense item is to make sure that
no Expense item is selected in the Expense list, write the first
letter(s) of the expense type, and then write the numerical
amount. This technique takes advantage of the automatic fill
feature. See “Options menu” later in this chapter for details.
Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can
use Expense to change the date associated with any Expense item.
To change the date of an Expense item:
1. Tap the Expense item you want to change.
2. Tap the date of the selected item.
Tap date
3. Tap the new date.
Entering receipt details
Expense provides a variety of options that you can associate with an
item. These options appear in the Receipt Details dialog box.
To open the Receipt Details dialog box:
1. Tap the Expense item to which you want to assign details.
2. Tap Details.
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Application Specific Tasks
3. Select any of the following options:
Category
See “Categorizing records” in Chapter 5.
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 to place
your expense in the appropriate companypaid cell of your printed expense report
spreadsheet. See “Transferring your data to
Microsoft Excel” later in this chapter for more
information.
Currency
Enables you to choose the type of currency
used to pay the Expense item. The default
currency unit is defined in the Preferences
dialog (see “Options menu” later in this
chapter). You can also display up to four other
common types of currency. See “Customizing
the Currency pick list” later in this chapter for
more information.
Vendor and City Lets you record the name of the vendor
(usually a company) associated with the
expense and the city where the expense was
incurred. For example, a business lunch might
be at Rosie's Cafe (Vendor) in San Francisco
(City).
Attendees
See “Using Phone Lookup” in Chapter 5.
4. Tap OK.
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Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency
pick list.
To customize the Currency pick list:
1. Tap the Currency pick list in the Receipt Details dialog box, and
then select Edit currencies.
Tap Edit
currencies
2. Tap each Currency pick list and select the country whose currency
you want to display on that line.
3. Tap OK to close the Select Currencies dialog box.
4. Tap OK.
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can
create your own custom country and currency symbol.
To define a custom currency symbol:
1. Tap the Menu icon
.
2. Tap Options, and then tap Custom Currencies.
3. Tap one of the four Country boxes.
Tap a Country
box
4. Enter the name of the country and symbol to appear in Expense.
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5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
Note: If you want to use your custom currency symbol as the default
for all Expense items, select the symbol in the Preferences
dialog box. If you want to use your custom currency symbol
only for a particular Expense item, select 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.
Tap Show
Sort by
Enables you to sort expense items by date or type.
Distance
Enables you to display Mileage entries in miles or
kilometers.
Show
currency
Shows or hides the currency symbol in the
Expense list.
3. Tap OK.
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Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your
handheld, Palm Desktop software enables you to view and print the
data with your computer.
Note: You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the Visor handheld
package. The procedures in this section also assume that you
have installed Palm Desktop software. See “Connecting the
cradle” in Chapter 1 for more information.
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print
your Expense data in a Microsoft Excel spreadsheet.
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your computer.
2. Click Expense in Palm Desktop software to open Microsoft Excel
and the Expense Report configuration dialog box.
Note:
If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
handheld user name.
3. Click the expense category that you want.
Click to select
Categories
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.
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4. If you want to define an end date for the expense report, enter the
date in the End Date box.
Note:
If you do not specify an end date, all expense entries for
the selected categories appear — up to the date of the last
HotSync operation.
5. Do one of the following:
Click Print to display the expense report in the Print Preview
window, and then click Print in the Microsoft Excel window to
print your expense report.
Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel
spreadsheet form. You can enter information, make formatting
changes, and save and print the file in the normal manner.
Using expense report templates
Palm Desktop software includes several expense report templates.
When you use one of these templates, you can edit your expense data
in Microsoft Excel.
The templates have the extension .xlt and are stored in the template
folder in the 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:
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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 for information on changing
templates.
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Application Specific Tasks
To view your expense data using a Microsoft Excel template:
1. Display your expense data in a Microsoft Excel spreadsheet as
described in the previous procedure.
2. Click Options.
Enter name and
other information
Choose expense
template
3. Enter name, department, and other information as necessary for
your expense report.
4. Click the Templates menu; then select an expense template.
Note:
If you want to create your own custom expense template
and have it appear in the Templates menu, see Appendix
C for more information.
5. Click OK.
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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 “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
Options menu
Preferences
About Expense
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■
Use automatic fill. Lets you select an expense
type by writing the first letter of an expense
type in the Graffiti writing area. For example,
if you write the letter “T,” it enters the “Taxi”
expense type. Writing “T” and then “E” enters
“Telephone” which is the first expense type
beginning with the letters “TE.”
■
Default currency. Sets the default currency
symbol for Expense.
Shows version information for Expense.
Application Specific Tasks
Chapter 7
Communicating Using
Your Handheld
The previous chapter described the features of your Visor handheld
computer that help you stay organized. This chapter describes the
features that help you stay connected.
■
Managing desktop E-Mail: Using your handheld, you can read, reply
to, compose, and delete e-mail from your desktop E-Mail
application while you’re away from your desk.
■
IR beaming: The infrared port located on the side of your handheld
lets you send data from your handheld — including entire
applications — to any other Palm OS® handheld that’s close by and
has an IR port. You can also use the infrared port to perform
HotSync operations. See “IR HotSync operations” in Chapter 8 for
details.
Managing desktop E-Mail
away from your desk
Mail lets you manage the e-mail that you send and receive
through the E-Mail application on your desktop computer. You
can read, reply to, compose, and delete e-mail on your
handheld. To send or receive e-mail, you must perform a
HotSync® operation either locally, using the handheld cradle or
infrared port, or remotely, using a modem or network.
The key to 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 Mail, your next HotSync
operation also deletes the e-mail items from your desktop E-Mail
application, so you never have to delete e-mail items twice. Similarly,
if you read an e-mail item on your handheld and leave it in your
Inbox, your next HotSync operation marks it as read in your desktop
E-Mail application.
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In Mail, you can do the following:
■
View, delete, file, and reply to incoming mail.
■
Create outgoing e-mail items and drafts of e-mail items.
■
Create simple or complex filters, which allow you to decide the
type of e-mail that your handheld retrieves from your desktop
E-mail application.
■
Use your handheld in its cradle or infrared communication to
send and retrieve e-mail items from your desktop E-Mail
application.
Setting up Mail on the desktop
Before you use Mail for the first time, make sure your desktop E-Mail
application is up and running. You must also set up Palm™ Desktop
software for use with your desktop E-Mail application.
Your handheld supports a number of Windows desktop E-Mail
applications, such as Microsoft Exchange (version 4.0 or higher),
QUALCOMM Eudora (version 3.0.3 or higher), and Lotus cc:Mail
(versions 2.5, 6.0, and 7.0). You can see the full list of the supported
applications when you set up Mail.
If your desktop E-Mail application does not appear on the list, you
may still be able to manage your desktop E-Mail application from
your handheld by means of special connection software, called 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 Mail during the installation. If you have not
yet installed the Palm Desktop software, the installation
procedure prompts you to set up Mail as part of the Palm
Desktop software installation.
To set up Mail:
1. Click Start in the Windows taskbar.
2. Highlight Programs, highlight Palm Desktop software, and then
click Mail Setup to begin setup.
3. Follow the instructions onscreen to set up your handheld for use
with your desktop E-Mail application.
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To select HotSync options:
1. Click the HotSync icon  in the Windows system tray (bottomright corner of the taskbar).
2. Choose Custom.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Click one of the following settings:
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
option only if, for some reason, the two inboxes get
out of sync. This setting applies for only one HotSync
operation and then reverts back to the default setting.
Do Nothing
Turns off communication between your handheld
and desktop E-Mail application. This setting applies
for only one HotSync operation and then reverts
back to the default setting.
Set As
Default
Changes the default setting on an ongoing basis.
(When you first set up Mail, Synchronize the files is
the default setting.)
Tip:
To turn off Mail, select Do Nothing and then select the Set As
Default check box.
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To change your Mail setup options:
1. Click the HotSync icon
in the Windows system tray.
2. Choose Custom.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Modify your settings as needed.
6. Click OK.
Synchronizing Mail with your E-Mail application
After you enable and configure Mail, you need to perform a HotSync
operation to synchronize Mail with your desktop E-Mail application.
For a complete explanation of HotSync technology, see Chapter 8
Opening the Mail application on your handheld
To open Mail:
1. Tap the Applications icon
2. Tap the Mail icon
.
.
Viewing e-mail items
The Message list displays a list of your incoming e-mail items, who
sent them, and the date they were received. E-mail items you’ve read
have a check next to them. High-priority e-mail items appear in bold.
Previously read
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To open an e-mail item:
■
Tap an e-mail item to open it.
Header mode icons
Recipient
Subject
Sender
Time and date sent
E-mail body
To close an e-mail item:
■
Tap Done to close the e-mail item.
Displaying full header information
By default, 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. Mail uses the header type you select for all your e-mail items.
To display full header information:
1. Open an e-mail item.
2. Tap the Complete Header icon.
Tip:
To redisplay the abbreviated header, tap the Abbreviated
Header icon.
Creating e-mail items
You create e-mail items with your handheld the same way you create
e-mail with your desktop E-mail application: you identify the
recipient(s) of the e-mail item, define a subject, and create the body of
the e-mail item.
You create original e-mail items and replies in the New Message
screen. All e-mail items must, at the very least, contain information in
the To: and Subj: fields.
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To create an e-mail item:
1. Tap New.
Tap New
Tip:
You can also create an e-mail item by tapping New from
the Message menu.
2. Enter the e-mail address of the recipient.
Note:
Enter the address as if you were entering it from your
desktop E-Mail application. For example, network users
sending an e-mail item to a user on the same network do
not need to add Internet information, such as
@mycorp.com.
3. To send a copy of this e-mail item to additional recipients, tap the
CC: field, and then enter the e-mail addresses of the additional
recipients, separating the addresses with a comma followed by a
space.
4. Tap the Subj: field and enter a subject for your e-mail item.
5. Tap the Body: field and enter the text of your e-mail item.
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Tip:
If the address, CC, subject, or body exceeds the capacity
of the screen display, tap the name of the field (for
example, tap “To:”) to expand that field. Tap the Done
button to return to the New Message screen.
Tap the name of the field to open
Tap to return to New Message screen
To reply to an e-mail item:
1. Tap an e-mail item in the Message list to display it onscreen.
2. Tap Reply.
3. Select whom you want to receive the reply: Sender only, All
recipients, or someone who didn’t see the original e-mail item
(Forward).
4. Select whether you want to include original text or comment
original text.
5. Tap OK.
6. Enter the text of your reply.
Tip:
You have several options including setting the priority.
See “Adding details to e-mail items” later in this chapter.
7. Tap Send to place your reply in the Outbox.
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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 Look Up command to access the
information in your Address list.
To look up an e-mail address:
1. Tap either the To: or CC: field name to expand it.
2. Enter the first few letters of the last name of the person whose
address you want to find.
3. Tap Lookup.
4. If the letters you enter identify a unique listing from your Address
list, your handheld completes the address for you. If not, the
Lookup dialog box appears and lists all records that contain
information in an E-mail field.
Tip:
You can also open the Look Up dialog box in the New
Message screen by tapping Lookup from the Options
menu or by using the Graffiti® Command stroke /L.
Tap Lookup
5. Enter the first letter of 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.”
6. Tap an address to select it.
7. Tap Add.
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Tap to select
Tap here to enter address in field
Adding details to e-mail items
Before you send your e-mail item, you can attach additional attributes
to it, such as a signature or a priority level. These features are
dependent on the desktop E-mail application you use. If your
application does not support the attribute you select, your handheld
cannot attach that attribute to the e-mail item.
The following details are available:
Priority
Flags an e-mail item as High, Normal, or Low
priority.
BCC
Creates a blind carbon copy field in the New
Message screen.
Signature
Attaches previously defined text as the closing of an
e-mail item. See “Adding a signature to your e-mail
item” later in this chapter.
Confirm
Read
Requests a confirmation telling you when the
e-mail item was read.
Confirm
Delivery
Requests a confirmation telling you when the
e-mail item was delivered.
Note: The Priority and BCC settings are valid only for the current
e-mail item and must be set for each item you create.
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Setting a priority
To set a priority for your e-mail item:
1. In the New Message screen, tap Details.
Tap here
2. Tap the Priority pick list and select the priority you want.
Tap here
Tap to select priority
3. Tap OK.
Tip:
Your handheld can flag e-mail items with a specific priority
only if your desktop E-Mail application supports this feature.
Sending a blind carbon copy
To add a BCC field to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the BCC check box to select it.
3. Tap OK.
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Communicating Using Your Handheld
BCC field
4. Tap the BCC: field and enter an address.
Adding a signature to your e-mail item
A signature consists of information about yourself that is appended to
your e-mail item as its closing. For 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 signature:
1. Tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap the Signature text field and enter the text of your signature.
Add signature
text here
4. Tap OK.
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To add a signature to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the Signature check box to select it and add your signature to
the e-mail item.
Note:
The check box stays selected, so all subsequent e-mail
items you create will also contain your signature until you
deselect the Signature option.
3. Tap OK.
Note: The signature does not display in your e-mail item; only your
recipient sees the signature.
Requesting confirmations
To receive a confirmation when your e-mail item is read:
1. In the New Message screen, tap Details.
2. Tap the Confirm Read check box to select it.
3. Tap OK.
To receive a confirmation when your e-mail item is delivered:
1. In the New Message screen, tap Details.
2. Select the Confirm Delivery check box to select it.
3. Tap OK.
Storing e-mail to be sent later
When you send e-mail from your 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 Outbox folder in your
desktop E-Mail application. E-mail created on your handheld is sent
out the next time you send mail from your desktop E-Mail application.
To send e-mail:
■
After you create an e-mail item, tap Send.
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Editing unsent e-mail
You can make changes to an e-mail that has not yet been sent, as long
as you have not yet performed a HotSync operation. When you edit an
e-mail item, your handheld removes the item from the Outbox folder
and takes you back to the New Message screen, where you can edit the
item and resend it, save it as a draft, or delete it.
To retrieve an e-mail item:
1. In the Message list, tap Outbox from the pick list in the upper-right
corner.
Tap here to display folder
2. Tap the e-mail item you want to retrieve.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
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Draft e-mail
Sometimes you may not want to send an e-mail item immediately; for
example, you may want to add additional information before sending
it. Your 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 item as a draft:
1. Create an e-mail item.
2. Tap the Menu icon
.
3. Tap Message, and then tap Save Draft.
To edit an e-mail item saved as a draft:
1. In the Message list, tap Draft from the pick list in the upper-right
corner.
2. Tap the draft you want to display.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
4. Enter your changes; then either save the e-mail item again as a
draft, or tap Send to move the item to your Outbox folder.
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Filing e-mail
Your handheld can store e-mail you receive or create in the Filed
folder. The contents of this folder do not automatically synchronize
with your desktop E-Mail application during a HotSync operation.
Your 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. Tap the Menu icon
.
3. Tap Message, and then tap File.
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 Message list, tap Filed 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.
Tip:
After you display and modify the e-mail item, you can send it,
save it as a draft, or return it to the Filed folder.
Deleting e-mail
Your handheld stores deleted e-mail in the Deleted folder until you
perform the next HotSync operation. If you delete an e-mail item from
the handheld, it is also deleted from your desktop E-Mail application
when you perform the next HotSync operation.
To delete e-mail:
1. Open the e-mail item you want to delete.
2. Tap Delete.
3. If you selected the Preferences option to confirm deletion, tap Yes.
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Removing e-mail from the Deleted folder
You can reverse the deletion of an e-mail item (by removing it from the
Deleted folder) as long as you have not performed a HotSync
operation or purged the contents of the Deleted folder.
To remove an e-mail item you received from the Deleted folder:
1. In the Message list, tap Deleted from the pick list 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 the e-mail item, you can send it
or save it as a draft.
Purging deleted e-mail
Because your handheld stores deleted e-mail in the Deleted folder
until you perform a HotSync operation, deleted e-mail can
monopolize storage space. To avoid or correct this problem, purge the
contents of your Deleted folder. E-mail that you purge is still deleted
from your desktop E-Mail application when you perform the next
HotSync operation.
To purge the contents of the Deleted folder:
1. Tap the Menu icon
.
2. Tap Message, and then tap Purge Deleted.
3. Tap Yes.
Note: You cannot restore e-mail items after you purge them.
Message list options
Message list options enable you to manage the way the Message list
displays information.
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Folders
Your handheld provides folders for categorizing your mail. The
Message list displays the e-mail items in the folder you select.
To select a folder:
1. Tap the pick list in the upper-right corner to open the list of folders:
Inbox
Contains the e-mail from your desktop E-Mail
application Inbox, minus any that you have excluded
using filtering options. See “Creating special filters”
later in this chapter.
Outbox
Contains the e-mail you created and sent on the
handheld since the last HotSync operation.
Deleted
Contains the e-mail you deleted since the last HotSync
operation.
Filed
Contains the e-mail you want to store on the handheld.
Draft
Contains the e-mail you created using the handheld
but are not yet ready to send.
2. Select the folder you want to display in the Message list screen.
Date column
The Date column is optional in the Message list. By default, the Date
column is hidden to increase the available screen space.
To show the Date column:
1. In the Message list, tap Show.
Tap
Show
2. Tap the Show Date check box to select it.
3. Tap OK.
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Sorting the Message list
You can sort e-mail items by the date sent, by sender, or by subject.
Note: High-priority e-mail items always appear first, no matter how
you sort the list.
To sort the Message list:
1. In the Message list, tap Show.
2. Tap the Sort by pick list and select one of the following options:
Date
Sorts e-mail by date and displays the most recent
e-mail item at the top of the screen.
Sender
Sorts e-mail by the sender’s user name and
displays items in ascending alphabetical order,
based on the first word of the From: field.
Subject
Sorts e-mail by the subject and displays items in
ascending alphabetical order, based on the first
word of the Subj: field.
3. Tap OK.
HotSync options
HotSync options enable you to manage your e-mail more effectively
by selecting which e-mail items download when you synchronize
your computer and your handheld. You can define different settings
for local and remote synchronization. For example, you may want to
download all of your e-mail during 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. Tap the Menu icon
.
2. Tap Options, and then tap HotSync Options.
3. Tap the Settings for pick list and select Local HotSync or Remote
HotSync.
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Tap here
to display
HotSync
options
Note:
For more information about Local and Remote HotSync
operations, see Chapter 8.
4. Tap the filtering option you want to apply:
All
During synchronization, all e-mail items in your
desktop E-Mail Inbox synchronize with your
handheld, and all e-mail items in your handheld
Outbox are sent to your desktop E-Mail application.
Send Only
During synchronization, only the e-mail items in
your handheld Outbox are sent to your desktop EMail application; from there, they are sent to their
destinations.
Filter
During synchronization, all e-mail items in your
handheld Outbox are sent to your desktop E-Mail
application, and items in your desktop E-Mail Inbox
that meet specific criteria download to your
handheld. When you select the Filter setting, the
HotSync Options dialog box opens and displays
additional filter settings. See “Creating special
filters” later in this chapter.
Unread
During synchronization, only unread e-mail items
download to your handheld from your desktop EMail Inbox, and all items in your handheld Outbox
are sent to your desktop E-Mail application.
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Note:
The All setting does not mean that all information
included in each e-mail item downloads to your
handheld. Truncation settings (explained in a following
section) for long e-mail items still apply. Also, Mail never
downloads any attachments to your handheld. The e-mail
item and any text information appear, but the attachment
is left in your desktop E-Mail application.
5. If you selected All, Send only, or Unread, tap OK. If you selected
Filter, continue to the next section.
Creating special filters
You can create special filters to control the type of e-mail items that
download to your handheld during synchronization. Special filters
work on the premise of ignoring or retrieving items that contain
specific information in their header fields.
To create a special filter, you must decide whether you want to ignore
or retrieve certain e-mail items. Then, based on 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.
Tap here
to display
Filter
options
Ignoring or receiving e-mail
The first step in establishing a special filter is to determine whether
you want to ignore or retrieve e-mail that matches the information you
specify.
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To define whether to ignore or receive e-mail:
■
Tap the pick list in the center of the HotSync Options dialog box
and select one of the following settings:
Tap here
Select Filter option
Ignore
Messages
Containing
Tells your handheld to exclude the e-mail items that
meet the criteria you define and download all other email items during synchronization. In general, this
filter downloads more e-mail during
synchronization because it blocks only one defined
subset of e-mail.
Retrieve
Only Msgs
Containing
Tells your handheld to include only the e-mail items
that meet the criteria you define and to ignore all
other e-mail items during synchronization. This filter
has the potential to block more e-mail during
synchronization because it downloads only one
subset of e-mail.
Defining filter strings
E-mail items are filtered based on the information contained in their
To:, From:, and Subj: fields. The information that defines what your
handheld is looking for is called a filter string. You create a filter string
by listing the words you want your handheld to find and separating
them with either a comma or a space. Each word in the filter string is
joined by an implicit OR, so you do not need to enter logical
connectors like AND or OR.
To create a more complex filter, you can define filter strings for the 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.
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For example, suppose you want to receive only e-mail items from John
Smith ([email protected]) or Jack Jones ([email protected]) concerning the
Apollo Project. You would create the following filter strings:
In the To: field: [email protected], [email protected]
In the Subj: field: Apollo Project
Your handheld interprets this as, “Accept e-mail items about the
Apollo Project from John Smith or Jack Jones. Do not accept e-mail
items from other people. Do not accept e-mail items from John or Jack
about any other subject.”
When you define a string, note that your handheld searches for any
instance of that sequence of characters. For example, if you create a
filter that retrieves only e-mail items containing the string “info,” your
handheld considers “info,” “rainforest” and “kinfolk” appropriate
matches.
To define a filter string:
1. Tap a header field in the HotSync Options dialog box.
Tap here
to insert
cursor
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 screens, see “Creating e-mail
items” earlier in this chapter.
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Enter
filter data
Tap here
Tap Done
to return
to HotSync
Options
4. Tap Done to return to the HotSync Options dialog box.
5. Tap OK.
High-priority e-mail
The Retrieve All High Priority setting lets you retrieve e-mail items
marked high-priority, even if those items would have been blocked by
a defined filter.
To retrieve high-priority e-mail items:
1. Tap the Filter box in the HotSync Options dialog box.
2. Tap the Retrieve All High Priority check box to select it.
Tap
check
box
3. Tap OK.
Note: This setting is applicable only if your E-Mail application has
the capacity to flag high-priority e-mail items.
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Truncating e-mail items
The Truncate feature lets you set a point at which long e-mail items
truncate when downloading to your handheld. By default, this
Truncate value is 4,000 characters. By truncating long messages, you
reduce the time it takes to synchronize your desktop E-Mail and Mail,
as well as the amount of storage space e-mail uses on your handheld.
Note: Truncation is separate and independent from filtering.
To truncate e-mail items:
1. Tap Truncate in the HotSync Options dialog box.
Tap to
select
maximum
length
Tap
Truncate
2. Tap to select the truncation setting you want.
Tip:
If you select the maximum setting, messages can be 8,000
characters; longer messages are truncated. If you select a
lower value, you’ll have more room for e-mail items.
3. Tap OK.
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Mail menus
Mail menus are shown here for your reference, and Mail features that
are not explained elsewhere in this guide are described here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Message menus
The Message menu varies depending on whether you are viewing an
e-mail item, creating an e-mail item, or viewing the Message list.
Message list
New Message
View Message
Options menus
The Options menu varies depending on whether you are creating or
editing an e-mail item.
Message list
About Mail
Chapter 7
New Message
Shows version information for Mail.
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Beaming information
Your Visor handheld is equipped with an IR (infrared) port that you
can use to beam information to another Palm OS handheld that’s close
by and also has an IR port. The IR port is located on the side of the
handheld, behind the small dark shield.
You can beam the following information between Palm OS handhelds:
■
The record currently displayed in Date Book, Address, To Do List,
or Memo Pad
Note:
You cannot beam records from Date Book Plus.
■
All records of the category currently displayed in Address, To Do
List, or Memo Pad
■
A special Address record that you designate as your personal
business card, containing information you want to exchange with
business contacts
■
An application installed in RAM memory
To select a business card:
1. Create an Address record that contains the information you want
on your personal business card.
2. Tap the Menu icon
.
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2. Tap the Menu icon
.
3. Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address only: Beam Business Card
Beam Category
4. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
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Tip:
For best results, Visor handhelds should be between 10
centimeters (approximately 4 inches) and 1 meter
(approximately 39 inches) apart, and the path between the two
devices must be clear of obstacles. Beaming distance to other
Palm OS handheld may be different.
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. Open the Applications Launcher.
2. Tap the Menu icon
.
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:
Some applications are copy-protected and cannot be
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate that the transfer is
complete before you continue working on your handheld.
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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. Tap Yes.
Tips on beaming information
■
You can press the Address application button
seconds to beam your business card.
■
You can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 9 for more information.
■
You can use the Graffiti Command stroke /B to beam the current
entry.
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Chapter 8
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or
more Palm OS ® handhelds and Palm™ Desktop software or another
PIM such as Microsoft Outlook. To synchronize data, you must
connect your Visor handheld and Palm Desktop software either
directly, by placing your handheld in the cradle attached to your
computer or using infrared communication, or indirectly, with a
modem or network.
This chapter describes how to select HotSync options and perform a
HotSync operation via the infrared port, a modem, or a network. See
“Exchanging and updating data: HotSync operations” in Chapter 5 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 system tray.
2. Choose Setup.
3. Click the General tab and select one of the following options:
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Always available
Adds HotSync Manager to the Startup folder
and constantly monitors the communication
port for synchronization requests from your
handheld. With this option, the HotSync
Manager synchronizes data even when Palm
Desktop software is not running.
Available only
when Palm
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.
Tip:
If you’re not sure which option to use, keep the default
setting: Always available.
4. Click the Local tab to display the settings for the connection
between your computer and the handheld cradle, and adjust the
following options as needed.
Serial Port
Identifies the port that Palm Desktop software
uses to communicate with the optional serial
cradle. This selection should match the number
of the port to which you connected the optional
cradle.
Note: Your handheld cannot share this port
with an internal modem or other device.
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Speed
Determines the speed at which data is
transferred between your handheld and Palm
Desktop software. Try the As Fast As Possible
rate first, and adjust downward if you
experience problems. This setting allows Palm
Desktop software and your handheld to find
and use the fastest speed.
5. Click the Modem tab to display the modem settings and adjust the
options as needed. See “Conducting a HotSync operation via
modem” later in this chapter for more information.
6. If you are attached to a network, click the Network tab to display
the network settings and adjust the options as needed. See
“Conducting a HotSync operation via a network” later in this
chapter for more information.
7. Click OK.
Customizing HotSync application settings
For each application, you can define a set of options that determines
how records are handled during synchronization. These options are
called a “conduit.” By default, a HotSync operation synchronizes all
files between the handheld and Palm Desktop software.
In general, you should leave the settings to synchronize all files. The
only reason you might want to change these settings is to overwrite
data on either your handheld or Palm Desktop software, or to avoid
synchronizing a particular type of file because you don’t use it.
In addition to the conduits for Date Book, Address, To Do List, and
Memo Pad, and Expense, Palm Desktop software includes System and
Install conduits. The System conduit backs up the system information
stored on your handheld, including Graffiti® ShortCuts. The Install
conduit installs applications on your handheld.
To customize HotSync application settings:
1. Click the HotSync Manager icon
in the Windows system tray
(bottom-right corner of the taskbar).
Tip:
You can also click the HotSync command on the Palm
Desktop software menu bar.
2. From the HotSync Manager menu, choose Custom.
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3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Click the direction in which you want to write data, or click Do
Nothing to skip data transfer for an application.
Note:
Changing the HotSync setting from the default affects
only the next HotSync operation. Thereafter, the HotSync
Actions revert to their default settings. To use a new
setting on an ongoing basis, select the Set As Default box.
Thereafter, whatever you selected as the default setting is
used when you click the Default button in the Custom
dialog.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other
applications.
9. Click Done to activate your settings.
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IR HotSync operations
Your handheld is equipped with an infrared (IR) port that supports
the IrCOMM implementation of the standards for infrared
communication established by the Infrared Data Association (IrDA).
This means that you can beam data to any other device that supports
the IrCOMM implementation of the IrDA standards. Most
importantly, you can use the IR port to perform HotSync operations.
When you use the IR port on your handheld to perform HotSync
operations, you don’t need your cradle. You simply enable infrared
communication on your computer and your handheld and then
perform an IR HotSync operation. So there’s no need to carry your
cradle 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 supports the IrCOMM implementation of
the IrDA standards.
Desktop computers are likely to require an infrared device attached to
a physical COM port. Laptops are likely to have a built-in IR port.
Your computer must also have an installed infrared driver.
Does your computer supports infrared communication?
If your computer uses Microsoft Windows 98 or Windows 2000,
infrared communication is built into the operating system. Some
versions of Windows 95 also have built-in infrared communication. If
you are using another type of computer, check the documentation that
came with your computer to see if it supports infrared
communication.
To check the ports used for infrared communication:
1. In the Windows taskbar click Start, choose Settings, and then
choose Control Panel.
2. Double-click the Infrared icon.
Note:
If you do not see the Infrared icon, you need to install an
infrared driver.
3. Click the Options tab.
4. Select Enable infrared communication.
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Infrared
ports
The COM port displayed on this screen is the port associated
with your infrared device. It should be different from the port
currently defined for cradle synchronization.
5. Write down the port listed as “Providing application support” so
you can configure HotSync Manager for infrared communication.
This port is the simulated port. It is the channel through which
the actual infrared communication 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.
Configuring HotSync Manager for
infrared communication
Next you need to go to the HotSync Manager and specify the
simulated port used for infrared communication.
To configure HotSync Manager for infrared communication:
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.
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Advanced HotSync® Operations
5. In the Serial Port list, select the simulated port used for infrared
communication. See the previous section, “To check the ports used
for infrared communication:” for instructions on identifying the
simulated port.
6. Click OK.
The HotSync Manager is now communicating with the simulated port
defined for infrared communication.
Note: You cannot use your cradle again until you reconfigure the
HotSync Manager to communicate with the port defined for
cradle synchronization.
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. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap Local.
4. Tap the pick list below the HotSync icon and select IR to a PC/
Handheld.
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5. Position your handheld’s IR port within a couple of inches of your
computer’s infrared port.
6. Tap the HotSync icon to start the IR HotSync operation.
Returning to cradle HotSync operations
It’s easy to return to using the cradle for HotSync operations.
To return to cradle HotSync operations:
1. If needed, connect the cradle to your computer.
2. Click the HotSync Manager icon
in the Windows system tray.
3. Choose Setup, and then click Local.
4. In the Serial Port list, select the COM port where your cradle is
connected.
5. Click OK.
The next time you want to perform a HotSync operation just press the
HotSync button on the cradle. You can leave the HotSync application
on your handheld set to perform IR HotSync operations and still use
the cradle. This is useful if you perform HotSync operations with both
your desktop computer and a laptop. When you are in the office just
place your handheld in the cradle and press the HotSync button.
When you travel, you don’t have to carry a cradle or cable.
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Advanced HotSync® Operations
Conducting a HotSync operation via modem
You can use a modem, such as the Springboard™ modem accessory,
to synchronize your handheld when you are away from your
computer.
Note: The first HotSync operation must be local, using the cradle.
After that, you can perform a modem HotSync operation.
To perform a HotSync operation via modem you must complete the
following steps:
■
Connect a modem to your computer
■
Configure the Palm Desktop software for use with your modem
■
Connect a modem to your handheld
■
Configure the Modem Preferences on your handheld for use with
your modem
Preparing your computer
There are a few steps you must perform to prepare your computer for
a modem HotSync operation. Be sure to perform these steps before
you leave your office so that your computer is ready to receive a call
from your handheld.
To prepare your computer for a modem HotSync operation:
1. Confirm that the computer modem is connected and turned on,
and that no communications applications, such as fax or telephony
software, are running on a COM port.
Note:
Make sure the computer is disconnected from all
online services, such as America Online (AOL) and
CompuServe. This helps to avoid conflicts with the
COM port.
2. Start HotSync Manager if it is not already running, and from the
HotSync Manager menu, choose Modem.
3. Adjust the following options as needed.
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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 allows Palm Desktop
software and your handheld to find and use
the fastest speed.
Modem
Identifies the modem type or manufacturer.
Refer to your modem manual or face plate for
its type or settings. If you’re not sure of your
modem type or your modem doesn’t match
any that appear in the list, select Hayes Basic.
Setup String
Identifies the setup string for your particular
modem. Not all modems require a setup
string. Refer to your modem manual and enter
the setup string if recommended by the
manufacturer.
4. Click OK.
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Advanced HotSync® Operations
Preparing your handheld
There are a few steps you must perform to prepare your handheld for
a modem HotSync operation.
To prepare your handheld for a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap Modem.
4. Tap the pick list below the HotSync icon and select Standard
Modem.
5. Tap the Enter Phone # field.
Note:
If you plan to connect to your company’s dial-in server
(network modem) instead of connecting to a computer
modem, see “Conducting a HotSync operation via a
network” later in this chapter.
6. Enter the telephone number to access the modem connected to
your computer.
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7. If needed, enter a dial prefix (such as “9”) to access an outside line,
and then tap the Dial Prefix check box.
Tip:
You can enter a comma in the field to introduce a “pause”
in the dialing sequence. Each comma equals a two second
pause.
8. If the phone line you’re using for the handheld has Call Waiting,
select the Disable call waiting check box to avoid an interruption
during the modem HotSync operation.
9. If you want to use a calling card to place the call, select the check
box and enter the calling card number.
10. Tap OK.
11. Tap the Menu icon
.
12. Tap Options, and then tap Modem Setup.
13. Enter the settings. See “Network preferences and TCP/IP
software” in Chapter 9 for more information.
Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your handheld enables you to define
which files and/or applications synchronize during a modem
HotSync operation. You can use these settings to minimize the time
required to synchronize data with a Springboard modem accessory.
To change the Conduit Setup for a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
3. Tap the Menu icon
.
.
.
4. Tap Options, and then tap Conduit Setup.
5. Tap the check boxes to deselect the files and applications that you
do not want to synchronize during a modem HotSync operation.
The default setting is to synchronize all files.
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Advanced HotSync® Operations
Note:
Applications that do not have a database (such as games)
do not synchronize — even if you select the item in the
Conduit Setup dialog box.
6. Tap OK.
Performing a HotSync operation via a modem
After you prepare your computer and your handheld, and select your
Conduit Setup options, you are ready to perform a modem HotSync
operation.
To perform a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap the Modem icon
to dial the Palm Desktop modem and
synchronize the applications.
4. Wait for the HotSync operation to finish. If you have any problems
conducting a successful HotSync operation, see Appendix B.
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Conducting a HotSync operation
via a network
When you use the Network HotSync software, you can take
advantage of the Local Area Network (LAN) and Wide Area Network
(WAN) connectivity available in many office environments. The
Network HotSync software enables you to perform a HotSync
operation by using the WAN to dial-in to a network or by using a
cradle that is connected to any computer on your LAN (provided that
the computer connected to the cradle also has the Network HotSync
software installed, your computer is on, and the HotSync Manager is
running).
Connecting to your company’s dial-in server
The Network HotSync software requires the following:
■
Your computer has TCP/IP support installed.
■
Both your company’s network system and its remote access server
support TCP/IP. (Your System Administrator has this
information.)
■
You have a remote access account. (If you don’t have an account,
consult your System Administrator.)
Everything you need to connect to your company’s dial-in server
(network modem) is included with Palm Desktop software and
handheld software. You need to activate the feature, however, on both
Palm Desktop software and your handheld.
To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon
in the Windows system tray
(bottom-right corner of the taskbar).
2. From the HotSync Manager menu, choose Network.
Note:
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To perform a Network HotSync from another computer
Advanced HotSync® Operations
on your network, you must select Network from the
HotSync Manager menu on both your primary computer
and the computer you want to use.
3. From the HotSync Manager menu, choose Setup.
4. Click the Network tab and make sure your user name has a check
mark next to it. If the check mark is not there, click the check box
next to your user name.
5. Click OK.
6. Place your handheld in the cradle and press the HotSync button.
The HotSync operation records network information about
your computer on your handheld. With this information, your
handheld can locate your computer when you perform a
HotSync operation over the network.
To prepare your handheld for a dial-in network HotSync operation:
Note: If you are performing a network HotSync operation via a
LAN, you do not need to prepare your handheld and can skip
to the “Performing a network HotSync operation via a LAN”
section.
1. Tap the Applications icon
2. Tap the HotSync icon
3. Tap the Menu icon
.
.
.
4. Tap Options, then tap Modem Sync Prefs.
5. Tap Network.
6. Tap OK.
Note: See “Network preferences and TCP/IP software” in Chapter 9
for information on configuring Network HotSync preferences.
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Performing a dial-in network HotSync operation
You are ready to perform a dial-in network HotSync operation after
you prepare your computer and handheld, and select your Conduit
Setup options.
To perform a dial-in network Hotsync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap the modem HotSync icon to begin the operation.
Performing a network HotSync operation via a LAN
You are ready to perform a network HotSync from another computer
on your network after you select Network from the HotSync Manager
menu on both your primary computer and the computer you want to
use for the network HotSync operation.
To perform a network HotSync operation via a LAN:
1. Place your handheld in a cradle that is connected to a computer on
the LAN.
2. Press the HotSync button on the cradle.
HotSync Manager finds your primary computer on the LAN and
synchronizes with the data on your primary computer.
Using File Link
The File Link feature enables you to import Address Book 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 feature to check for changes to the
external file when you perform a HotSync operation.
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Advanced HotSync® Operations
With File Link, you can import data stored in any of the following
formats:
■
Comma delimited (.csv)
■
Tab delimited (.tsv)
■
Memo Pad archive (.mpa)
■
Address Book archive (.aba)
■
Text (.txt)
For information on how to set up a file link, see the Palm Desktop
online Help.
Creating a user profile
If you need to configure several Palm OS® handhelds with specific
information (such as a company phone list) before distributing them
to their actual users, you can create a user profile to load the data into
a handheld without associating that data with a user name. The User
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.
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6. Repeat steps 3 and 4 for each profile that you want to create, and
then click OK to return to Palm Desktop software.
7. Select the profile from the User list and create the data for the
profile (e.g., company phone list, etc.).
To use a profile for the first-time HotSync operation:
1. Place the new handheld in the cradle.
2. Press the HotSync button on the cradle.
3. Click Profiles.
4. Select the profile that you want to load on the handheld, and click
OK.
5. Click Yes to transfer all the profile data to the handheld.
The next time you perform a HotSync operation, Palm Desktop
software prompts you to assign a user name to the handheld.
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Advanced HotSync® Operations
Chapter 9
Setting Preferences for
Your Handheld
The Preferences screens enable you to customize the configuration
options on your Visor handheld.
In the Preferences screens, you can do the following:
Buttons
Assign different applications to the buttons on the
front panel of your handheld and the HotSync®
button on the cradle, and reassign the full-screen
pen stroke command.
Connection
Configure your handheld for use with a modem,
such as the Springboard™ modem accessory, with
infrared communication, or a cradle.
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
Configure your handheld for use with a network.
Owner
Assign your name, phone number, and other owner
information to your handheld.
ShortCuts
Define a list of Graffiti® abbreviations.
Viewing preferences
To open the Preferences screens:
1. Tap the Applications icon
2. Tap the Preferences icon
.
.
3. Tap the pick list in the upper-right corner of the screen.
4. Select the Preferences screen you want to view.
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Buttons preferences
The Buttons Preferences screen enables you to associate different
applications with the buttons on the front of the handheld.
For example, if you find that you seldom use To Do List and often use
Expense, you can assign the To Do List button to start Expense.
Any changes you make in the Buttons Preferences screen become
effective immediately; you do not have to change to a different screen
or application.
If you assign a different application to a button, you can still access the
original application using the Applications Launcher.
To change the Buttons preferences:
1. Tap the pick list next to the button you want to re-assign.
Tap arrow to
show pick list
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.
Pen preferences
The Buttons Preferences screen enables you to change the assignment
of the full-screen pen stroke. By default, the full-screen pen stroke
activates Graffiti Help.
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Setting Preferences for Your Handheld
Drag to top of screen
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the fullscreen pen stroke:
Backlight
Turns on the backlight of your handheld.
Keyboard
Opens the onscreen keyboard for entering text
characters.
Graffiti Help
Opens a series of screens that show the
complete Graffiti character set.
Turn Off & Lock
Turns off and locks the handheld. You must
assign a password to lock the handheld. When
locked, you need to enter the password to use
your handheld.
Beam Data
Beams the current record to another Palm OS®
handheld.
3. Tap OK.
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HotSync buttons preferences
The Buttons Preferences screen also enables you to associate different
applications with the HotSync button on the cradle and the HotSync
button on the optional Springboard modem. Any changes that you
make in the HotSync Buttons dialog box become effective
immediately; you do not have to change to a different screen or
application.
To change the HotSync buttons preferences:
1. Tap HotSync.
2. Tap the pick list next to the button you want to assign.
Tap arrow
to show
pick list
3. Tap the application that you want to assign to each button.
The default setting for each button is the HotSync setting,
which means the cradle and optional Springboard modem perform their normal HotSync functions.
4. Tap OK.
Connection preferences
The Connection Preferences screen allows you to create
configurations for communicating with a PC or a Modem.
Configurations, or profiles, once activated are available to various
end-user applications running on the handheld. The Connection
Preferences screen displays a list of available configurations that can
be modified to reflect the required settings. This list will vary
depending on the software you have added to your handheld.
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Setting Preferences for Your Handheld
Connection Types
There are six types of connections you can choose from when
configuring your preferences:
Serial to PC
This connection type defines the direct serial
connection between your handheld and your
desktop computer. It is used to perform a local
HotSync operation when your handheld is connected
by its serial connector to the cradle. The cradle is
attached by its cable to a serial (COM) port on your
desktop computer.
Serial to
Modem
This connection type defines a connection between a
modem attached to the serial connector on your
handheld and a modem that is part of your computer
or laptop.
USB/Serial
to PC
This connection type defines a direct serial or USB
connection between your handheld and your
desktop computer. When you select this option, your
handheld detects which type of cradle you have
connected to your computer.
USB to PC
This connection type defines the direct USB
connection between your handheld and your
desktop computer. It is used to perform a local
HotSync operation when your handheld is connected
by its USB connector to the cradle. The cradle is
attached by its cable to a USB port on your desktop
computer.
IrCOMM to
PC
This connection type defines a connection between
the IR port of your handheld and the infrared device
of your computer or laptop.
IrCOMM to
Modem
This connection type defines a connection between
the IR port of your handheld and a modem. The
modem can be attached to a computer or some other
device containing an IR port.
Setting modem configurations
Modem configurations enable your Visor handheld to use a
Springboard modem to communicate with remote devices, such as
your ISP or dial-in server.
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To connect to remote devices using the TCP/IP software included in
the handheld operating system, you must set Network preferences in
addition to configuring Modem settings.
Note: You can purchase a Springboard modem for use with your
handheld. See www.handspring.com.
To set Serial to Modem preferences:
1. From the Connection Preferences screen, select Standard Modem.
2. Tap Edit.
The name of the current configuration appears at the top of the
screen.
3. Tap the Connection Method pick list and select Serial to Modem.
4. Tap the Dialing pick list and select TouchTone or Rotary.
Note:
Select Rotary only if your telephone service does not
support TouchTone dialing.
5. Tap the Volume pick list and select the speaker volume for the
modem.
6. Tap Details.
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Setting Preferences for Your Handheld
7. Tap the Speed pick list and select the maximum speed for your
modem.
Note:
This is the speed at which your modem communicates
with your handheld, not the speed at which your modem
communicates with your telephone service.
8. Tap the Flow Control (Flow Ctl) pick list, and select Automatic, On
(Xon), or Off (Xoff) flow control for the modem connection.
9. If needed, edit the Init String to change the modem setup string.
10. Tap OK twice to return to the Connection Preferences screen.
The following steps demonstrate how to create a modem connection
that enables IR HotSync through an IR enabled modem. This modem
would then dial a modem attached to your desktop to perform the
remote HotSync operation.
To create an IrCOMM to Modem connection:
1. In the Connection Preferences screen, tap New.
2. Enter a name for this configuration.
3. Tap the Connection Method pick list and select IrCOMM to
Modem.
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4. Tap the Dialing pick list and select TouchTone or Rotary.
Note:
Select Rotary only if your telephone service does not
support TouchTone dialing.
5. Tap the Volume pick list and select the speaker volume.
6. Tap Details.
7. Enter the initialization string appropriate for the modem attached
to your handheld.
8. Tap OK twice to return to the Connection Preferences screen.
Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen.
This is the same screen that appears when you start your handheld for
the first time.
You can recalibrate your screen after a hard reset, or if your digitizer
drifts.
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 clock. In the United States, time is
expressed using a 12-hour clock with an AM or PM suffix.
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Setting Preferences for Your Handheld
All your handheld applications use the Country default settings. You
can, however, customize your own preferences. See the “Time, date,
week start, and numbers formats” section later in this chapter.
To set the country default:
1. Tap the country name pick list.
2. Tap the setting you want to use.
Time, date, week start, and numbers formats
The Time setting defines the format for the time of day. The time
format that you select appears in all applications on your handheld.
To select the time, date, week start, and numbers format:
1. Tap the Time pick list and select a format.
2. Tap the Date pick list and select a format.
3. Tap the Week starts pick list, and select whether you want the first
day of the week to be Sunday or Monday.
Note:
This setting controls the Day, Week, Month, Year, and
List views in Date Book Plus and all other aspects of your
handheld that 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 time, date, auto
shutoff interval, and sounds for your handheld.
See Chapter 1 for information on setting the time and date.
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Auto-off delay
Your handheld has an automatic shutoff feature that turns off the
power and backlight after a period of inactivity. This feature helps
conserve battery power in case you forget to turn off your handheld.
If you find that your handheld shuts itself off before you finish
reviewing the information on the screen, you should increase the time
setting of the automatic shutoff feature.
To set the Auto-off delay:
1. Tap the Auto-off pick list.
2. Tap the setting you want to use for the automatic shutoff feature:
30 seconds, 1 minute, 2 minutes, or 3 minutes.
System, alarm, and game sounds
Your handheld uses a variety of sounds. The System, Alarm, and
Game Sound settings enable you to turn the sounds on or off, and to
adjust the volume level.
To set the system and alarm sounds:
1. Tap the System Sound pick list and select the sound level.
Note:
When you turn off the System Sounds, you also turn off
the “chime” tones associated with the HotSync operation.
2. Tap the Alarm Sound pick list and select the sound level.
3. Tap the Game Sound pick list and select the sound level.
Note:
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The Game Sound setting works only with games that are
programmed to respond to this setting. Older games
typically do not respond to this setting.
Setting Preferences for Your Handheld
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. You can use a preset service template for your ISP or dialin server, and edit, save, and reuse settings. Or you can create your
own service template.
The Network Preferences settings also enable you to use the TCP/IP
software that is included in the handheld operating system. You can
use the TCP/IP software to connect with Internet Service Providers
(ISPs) or dial-in (remote access) servers. Because the TCP/IP software
is a feature of the operating system, you configure all parameters
relating to it from the Preferences application.
To use TCP/IP, you must first configure the Connection Preferences
and then the Network Preferences settings.
After you configure both the Network and Connection Preferences,
you can establish a PPP (Point-to-Point Protocol), SLIP (Serial Line
Internet Protocol), or CSLIP (Compressed Serial Line Internet
Protocol) connection with your ISP or dial-in server. You can do this
either by using menu commands from the Network Preferences
screen or by using a third-party application.
Note: TCP/IP provides the ability to connect to your ISP or dial-in
server with applications that allow you to view the
transmitted data. Visit the web site www.handspring.com for
information on third-party applications that take advantage of
TCP/IP.
Selecting a service
Use the Service setting to select the service template for your Internet
Service Provider or a dial-in server. Service templates are a set of ISP
and dial-in server configuration settings that you can create, save, and
reuse.
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To select a service:
1. Tap the Service pick list.
Tap here to display
a list of service
templates
2. Tap the predefined service template you want to use or enter a
name for a new service template.
Entering a user name
The User Name setting identifies the name you use when you log into
your Internet Service Provider or your dial-in server. Although this
field can contain multiple lines of text, only two lines appear onscreen.
To enter a user name:
1. Tap the User Name field.
2. Enter your user name.
Enter your user
name here
Note: Most dial-in servers do not accept spaces in the user name.
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Setting Preferences for Your Handheld
Entering a password
The Password box identifies the password you use to log into your
server or ISP. Your entry in this field determines whether your
handheld prompts you to enter a password each time you log into
your network:
■
If you do not enter a password, your handheld displays the word
“Prompt” in this field and asks you to enter a password during the
login procedure.
■
If you enter a password, your handheld displays the word
“Assigned” in this field and does not prompt you to enter a
password during the login procedure.
Note: If you are concerned about security, select the Prompt option
and do not enter a password.
To enter a password:
1. Tap the Password field.
2. Enter the password you use to log into your server.
Enter password here
Tap here
3. Tap OK.
Note: The Password field updates to display the word “Assigned.”
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Selecting a connection
The Connection Preferences settings enable your Visor handheld to
use a modem to communicate with remote devices. For example, you
can communicate with your ISP server, or with your computer if you
are away on travel. See “Connection preferences” earlier in this
chapter for a complete explanation on how to configure Connection
Preferences.
1. Tap the Connection pick list.
The list displays the configurations in your Connection Preferences panel.
Tap to display a list of
connection configurations
2. Select the appropriate Connection.
Adding telephone settings
When you select the Phone field, your handheld opens a dialog box in
which you define the telephone number you use to connect with your
ISP or dial-in server. In addition, you can also define a prefix, disable
Call Waiting, and give special instructions for using a calling card.
Note: The Phone Setup dialog box works correctly for AT&T and
Sprint long-distance services. However, because MCI works
differently, MCI customers need to put the calling card
number in the Phone # field and the phone number in the Use
calling card field.
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Setting Preferences for Your Handheld
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.
Enter your ISP phone
number here
3. If you need to enter a prefix or disable Call Waiting, skip to those
procedures. Otherwise, tap OK.
Entering a prefix
A prefix is a number that you dial before the telephone number to
access an outside line. For example, many offices require that you dial
“9” to dial a number outside the building.
To enter a prefix:
1. Tap the Dial Prefix check box to select it.
Select this
box if you
need to use
a prefix
Enter your
prefix here
2. Enter the prefix.
3. Tap OK.
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Disabling Call Waiting
Call Waiting can cause your session to terminate if you receive a call
while you are connected. If your telephone has Call Waiting, you need
to disable this feature before logging into your ISP or dial-in server.
To disable Call Waiting:
1. Tap the Disable call waiting check box to select it.
Select this
box if you
need to
disable Call
Waiting
Enter your disable
code here
2. Enter the code to disable Call Waiting on the Disable call 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. Tap OK.
Using a calling card
The Use calling card field enables you to use your calling card when
dialing your ISP or Intranet server. Keep in mind that there is usually
a delay before you enter your calling card number. When you define
your calling card number, you need to add commas at the beginning
to compensate for this delay. Each comma delays transmission of your
calling card number for two seconds.
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Setting Preferences for Your Handheld
To use a calling card:
1. Tap the Use calling card check box to select it.
Select this
box to use a
calling card
Enter your
calling card
number here
2. Enter your calling card number on the Use calling card line.
Note:
It’s a good idea to add at least three commas at the
beginning of your calling card number to compensate for
the cue delay.
Tip:
MCI customers must enter the calling card number in the
Phone # field, and the phone number in the Use Calling
Card field.
3. Tap OK.
Connecting to your service
After you set your Connection and Network Preferences, establishing
a connection to your Internet Service Provider (ISP) or your
company’s network (dial-in server) is easy.
Note: If you are connecting to an ISP, you need a third-party
application, such as a web browser or news reader, to take
advantage of this connection. For information about thirdparty applications that support TCP/IP, check the web site
www.handspring.com.
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.
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Creating additional service templates
You can create additional service templates from scratch or by
duplicating existing templates and editing information. After you
create a new or duplicate template, you can add and edit settings.
To add a new service template:
1. Tap the Menu icon
.
2. Tap Service, and then tap New.
A new service template (called Untitled) is added to the Service
pick list.
To duplicate an existing service template:
1. Tap the Service pick list.
2. Tap the predefined service template you want to duplicate.
3. Tap the Menu icon
.
4. Tap Service, and then tap Duplicate.
A copy of the service template is added to the Service pick list.
Adding detailed information to a service template
If you are using one of the predefined service templates, you probably
only need to enter your user name and telephone number. If you are
creating a new service template, you may need to provide additional
information to your ISP or dial-in server. You use the Details dialog
box to add additional information to a selected service template.
To select a connection type:
1. Tap the service field.
2. Tap Details.
Select connection type
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Setting Preferences for Your Handheld
3. Tap the Connection type pick list and select one of the following
connection types:
PPP
Point-to-Point protocol
SLIP
Serial Line Internet Protocol
CSLIP
Compressed Serial Line Internet Protocol
Note: If you are not sure, try PPP; if that doesn’t work, ask your
Internet Service Provider or your System Administrator for
the correct connection type.
Idle timeout
The Idle timeout setting defines how long your handheld waits before
dropping the connection with your ISP or dial-in server when you
switch out of a TCP/IP application.
To set the Idle timeout:
1. Tap the Idle timeout pick list and select one of the following
options:
Immediate
Drops the connection to your ISP immediately
when you switch to another application.
1 minute
Waits one minute for you to open another
application before it drops the connection.
2 minutes
Waits two minutes.
3 minutes
Waits three minutes.
Power Off
Keeps your PPP or SLIP connection until you
turn off your handheld (or until it times out).
This option works best with the Springboard
modem.
2. Tap OK.
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Defining primary and secondary DNS
The Domain Naming System (DNS) is a mechanism in the Internet for
translating the names of host computers into IP addresses. When you
enter a DNS number (or IP address), you are identifying a specific
server that handles the translation services.
Each IP address has four sections, separated by periods. In the Details
dialog box, you enter each section separately. Each section of an IP
address is made up of a number from 0 to 255; numbers are the only
allowable characters in this field.
Ask your Internet Service Provider or System Administrator for the
correct Primary or Secondary DNS IP numbers.
Tip:
Many systems do not require that you enter a DNS. If you are
not sure, leave the DNS field blank.
To enter a primary and secondary DNS:
1. Tap the Query DNS check box to deselect it.
2. Tap the space to the left of the first period in the Primary DNS field,
and then enter the first section of the IP address.
Note:
Each section must be a number from 0 to 255.
3. Repeat step 2 for the second, third, and last sections of the Primary
DNS field.
4. Repeat steps 2 and 3 for the Secondary DNS number.
5. Tap OK.
IP address
Everyone who logs on to the Internet needs to have a unique identifier
(an IP address), whether permanent or temporary. Some networks
dynamically assign a temporary IP address when clients log in. The IP
Address field lets you identify whether your network provides
automatic (dynamic) temporary IP addressing.
Note: If your IP address is permanently assigned, you need to get
that information from your System Administrator. If you are
not sure, select Automatic.
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Setting Preferences for Your Handheld
To identify dynamic IP addressing:
■
Tap the IP Address check box to select it.
Tap to select automatic
IP address
To enter a permanent IP address:
1. Tap the IP Address check box to deselect it and display 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. Tap OK.
Creating a login script
A login script is a series of commands, similar to an autoexec.bat file,
that automates logging into your ISP. You can create login script files
by selecting commands from the Command pick list in the Login
Script dialog. Some commands from the Command pick list, such as
Send, require you to supply additional information. Those commands
have a parameter field so that you can add the necessary data.
Note: You can also use non-ASCII and literal characters in your
login script. See Appendix D for more information.
To create a login script:
1. Tap Script.
2. Tap the End pick list.
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Tap here
3. Tap the command you want from the Command list. If the
command requires additional information, a field appears to the
right of it for you to enter the information. The following
commands are available:
Wait For
Tells your handheld to wait for specific
characters from the TCP/IP server before
executing the next command.
Wait For
Prompt
Detects a challenge-response prompt from
the server and displays a dynamically
generated challenge value. When you
enter the challenge value into your token
card, this generates a response value for
you to enter on your handheld. This
command takes two arguments, separated
by a vertical bar (|) on 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.
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Setting Preferences for Your Handheld
Send
Password
Transmits the password entered in the
Password field of the Network Preferences
screen. If you did not enter a password,
this command prompts you to enter one.
The Password command is usually
followed by a Send CR command.
Delay
Tells your handheld to wait a specific
number of seconds before executing the
next command in the login script.
Get IP
Reads an IP address and uses it as the IP
address for your handheld. This command
is used with SLIP connections.
Prompt
Opens a dialog box and prompts you to
enter text of some kind (for example, a
password or a security code).
End
Identifies the last line in the login script.
4. Repeat steps 2 and 3 until the login script is complete.
5. Tap OK.
Deleting a service template
There is only one way to delete a service template: use the Delete
command from the Service menu.
To delete a service template:
1. Tap the Service pick list.
2. Tap the service template you want to delete.
3. Tap the Menu icon
.
4. Tap Service, and then tap Delete.
5. Tap OK.
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Network preferences menu commands
The Network Preferences screen includes menu commands to make it
fast and easy to create and edit service templates. TCP/IP application
menus are show here for your reference.
See “Using menus” in Chapter 1 for more information about choosing
menu commands.
Service menu
Options menu
TCP/IP troubleshooting
If you are having a problem establishing a network connection using
TCP/IP, check this section and try the suggestions listed.
Displaying expanded Service Connection Progress messages
It’s helpful to identify at what point in the login procedure the
connection fails. An easy way to do this is to display the expanded
Service Connection Progress messages. Expanded Service Connection
Progress messages describe the current stage of the login procedure.
Press the bottom scroll button at any point during login to display
these messages.
Viewing the Network Log
If viewing the expanded Service Connection Progress messages does
not give you enough information to find out why you cannot connect
to your ISP or dial-in server, take a look at the Network Log. The
Network Log lists all of the communication that occurs between your
modem and your dial-in server during the login procedure. The
information in the Network Log can help your ISP or your System
Administrator pinpoint where the login procedure communication
fails and why.
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Setting Preferences for Your Handheld
To view the Network Log:
1. Tap Options, and then tap View Log.
2. Tap the up and down arrows of the scroll bar to see the entire
Network Log.
3. Tap Done.
Adding a DNS number
If your ISP or dial-in server requires a DNS number and you did not
enter that information in the Network Preferences screen, it will
appear that you successfully logged into your network. When you try
to use an application or look up information, however, the connection
fails. If this occurs, try adding a DNS number. Ask your ISP or your
System Administrator for the correct Primary and Secondary DNS IP
numbers.
Owner preferences
The Owner Preferences screen enables you to record a name, 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. See Chapter 1 for
more information.
To enter the Owner preferences:
■
Enter the text that you want to associate with your handheld in the
Owner Preferences screen. If you enter more text than can fit on
one screen, a scroll bar automatically appears on the right side of
the screen.
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If you assign a password with the Security application, the
information in the Owner Preferences screen cannot be changed. In
this case, an Unlock button appears at the bottom of the screen.
To unlock the Owner Preferences screen:
1. Tap Unlock.
2. Enter the password that you defined in the Security application.
3. Tap OK.
ShortCuts preferences
The ShortCuts Preferences screen enables you to define abbreviations
for entering text with Graffiti strokes. This section describes how to
create, edit, and delete a ShortCut. See Chapter 2 for more information
on the use of ShortCuts.
Creating a ShortCut
You can create a ShortCut for any words, letters, or numbers. All
ShortCuts you create appear on the list in the ShortCut Preferences
screen. All the ShortCuts are available in any of your handheld
applications and are backed up on your computer when you perform
a HotSync operation.
To create a ShortCut:
1. Tap New.
2. On the ShortCut name line, enter the letters you want to use to
activate the ShortCut.
Tap New
3. Tap the ShortCut Text area and enter the text that you want to
appear when you write the ShortCut characters.
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Setting Preferences for Your Handheld
You may want to add a space (space character) after the
last word in your ShortCut text. This way, a space
automatically follows the ShortCut text.
Tip:
4. Tap OK.
Tip:
To use a ShortCut, draw the ShortCut stroke followed by the
ShortCut characters. When you draw the ShortCut stroke, the
ShortCut symbol appears at the insertion point to show that
you are in ShortCut mode.
ShortCut
Editing a ShortCut
After you create a ShortCut, you can modify it at any time.
To edit a ShortCut:
1. Tap the ShortCut you want to edit.
2. Tap Edit.
3. Make the changes you want and tap OK.
Deleting a ShortCut
If you no longer need a ShortCut, you can delete it from the list of
ShortCuts.
To delete a ShortCut:
1. Tap the ShortCut you want to delete.
2. Tap Delete.
3. Tap Yes.
Chapter 9
Page 223
Page 224
Setting Preferences for Your Handheld
Appendix A
Maintaining Your Handheld
This chapter provides information on the following:
■
Proper care of your handheld
■
Prolonging battery life
■
Resetting your handheld
Caring for your handheld
Your handheld is designed to be rugged and reliable and to provide
years of trouble-free service. Please observe the following general tips
when using your handheld:
■
Take care not to scratch the screen of your handheld. Keep the
screen clean. When working with your handheld, use the supplied
stylus or plastic-tipped pens intended for use with a touchsensitive screen. Never use an actual pen or pencil or other sharp
object on the surface of the handheld screen.
■
Your handheld is not waterproof and should not be exposed to
rain or moisture. Under extreme conditions, water may enter the
circuitry through the front panel buttons. In general, treat your
handheld as you would a pocket calculator or other small
electronic instrument.
■
The touch-sensitive screen of your handheld contains a glass
element. Take care not to drop 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, damp cloth to clean your handheld. If the surface of the
handheld screen becomes soiled, clean it with a soft cloth
moistened with a diluted window-cleaning solution.
Appendix A
Page 225
Battery considerations
Please note the following considerations when replacing the batteries
in your handheld:
■
Under normal conditions, your handheld batteries should provide
several months of use. You can conserve battery life by
minimizing the use of the backlight feature, and changing the
Auto-off setting that automatically turns the handheld off after a
period of inactivity. See “General preferences” in Chapter 9 for
more information.
■
If the batteries become low in the course of normal use, an alert
appears on the handheld screen describing the low battery
condition. If this alert appears, perform a HotSync® operation to
back up your data before you replace the batteries. This helps
prevent accidental data loss.
■
When replacing the batteries, begin by turning your handheld off
(so there is no screen display). Never remove the batteries while
your handheld is turned on.
■
When replacing the batteries, always use good quality batteries of
the same type. Use only alkaline batteries with your handheld.
■
When you remove the batteries, the built-in backup power of your
handheld maintains memory data for a period of up to one
minute. Whenever you remove the batteries, replace them
immediately. If you encounter any difficulties in the course of
battery replacement, reinstall the original batteries and wait a few
minutes for the backup power to recharge.
■
If the batteries drain to the point where your handheld does not
operate, it stores your data safely for about a month. In this case,
there is enough residual energy in the batteries to store the data,
but not enough to turn on your handheld. If your handheld does
not turn on when you press the power button, you should replace
the batteries immediately.
■
If you leave drained batteries in your handheld for an extended
period of time, you can lose all of the stored data. If this happens,
replace the batteries and use the reset button to reset your
handheld. (See “Resetting your handheld” later in this chapter for
details.) After you reset your handheld, perform a HotSync
operation to restore the data from your computer.
Page 226
Maintaining Your Handheld
Resetting 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 are retained
with a soft reset. After a soft reset, the Welcome screen appears,
followed by the General Preferences screen (to set time and date).
To perform a soft reset:
1. Unscrew the tip of the stylus to access the reset tool.
2. Use the reset tool to gently press the reset button inside the hole on
the back panel of your handheld.
Tip:
You can also use the tip of an unfolded paper clip (or
similar object without a sharp tip).
Reset
button
Appendix A
Page 227
Performing a warm reset
A warm reset bypasses system extensions on your handheld, such as
HackMaster hacks or system patches. Performing a warm reset
enables you to uninstall a third-party application that may be causing
a problem.
To perform a warm reset:
1. Hold down the Page Up button on the front panel of the handheld.
2. While holding down the Page Up button, use the reset tool (or
similar object without a sharp tip) to gently press the reset button.
3. When the Palm Computing logo appears, release the Page Up
button.
Performing a hard reset
With a hard reset, all records and entries stored in your handheld are erased.
Never perform a hard reset unless a soft reset does not solve your problem.
Note: You can restore any data previously synchronized with your
computer during the next HotSync operation.
To perform a hard reset:
1. Hold down the power button on the front panel of the handheld.
2. While holding down the power button, use the reset tool (or
similar object without a sharp tip) to gently press the reset button.
3. Release the power button.
4. When a message appears on the handheld screen warning that you
are about to erase all the data stored on your handheld, do one of
the following:
Press the top scroll button on the front panel of your handheld
to complete the hard reset and display the Digitizer screen.
Press any other button to perform a soft reset.
Note: With a hard reset, the current date and time are retained.
Formats Preferences and other settings are restored to their
factory default settings.
To restore your data after a hard reset:
1. Click the HotSync Manager icon  in the Windows system tray
(bottom-right corner of the taskbar).
Tip:
Page 228
You can also click the HotSync command on the Palm
Desktop software menu bar.
Maintaining Your Handheld
2. From the HotSync Manager menu, choose Custom.
3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Select Desktop overwrites handheld.
Note:
Changing the HotSync setting from the default affects
only the next HotSync operation. Thereafter, the HotSync
Actions revert to their default settings.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other
applications.
9. Click Done to activate your settings.
10. Perform a HotSync operation.
Appendix A
Page 229
Page 230
Maintaining Your Handheld
Appendix B
Troubleshooting Tips
If you encounter a problem with your Visor handheld:
■
Review this section to see if your problem is listed
■
Check our web site at www.handspring.com for the latest
technical support information
Note: Thousands of third-party add-on applications have been
written for Palm OS® handhelds. Unfortunately, we are not
able to support such a large number of third-party
applications. If you are having a problem with a third-party
application, please contact the developer or publisher of that
software.
Software installation problems
Problem
Solution
Palm™ Desktop software
will not install
successfully.
Disable any anti-virus software, close
any open applications or utilities, and
then perform the installation again.
Appendix B
Page 231
Operating problems
Problem
Solution
My handheld won’t
turn on.
Try each of these in turn:
■
Adjust the contrast control.
■
Make sure the batteries are installed
properly.
■
Replace the batteries.
■
Perform a soft reset; see Appendix A.
■
If your handheld still does not operate,
try a hard reset; see Appendix A.
I replaced the
batteries, but I am
still getting a low
battery warning.
The battery warning message may appear
immediately after replacing the batteries.
Also, if you check the battery gauge in the
Applications Launcher immediately after
replacing the batteries, the gauge may start
at “empty” and slowly rise to “full.” This is
normal. It takes a few minutes for the
battery gauge to accurately show the
condition of the batteries.
My handheld keeps
turning itself off.
Your handheld is designed to turn itself off
after a period of inactivity. This period can
be set at one, two, or three minutes. Check
the Auto-off setting. See “General
preferences” in Chapter 9.
My handheld is not
making any sounds.
Check the System Sound setting. See
“General preferences” in Chapter 9.
My handheld has
frozen.
Perform a soft reset. See “Resetting your
handheld” in Appendix A.
I don’t see anything
on my handheld’s
screen.
■
Page 232
■
■
Change the contrast settings.
Replace the batteries.
Perform a soft reset.
Troubleshooting Tips
Tapping and writing problems
Problem
Solution
When I tap the
buttons or screen
icons, it activates the
wrong feature.
Calibrate the screen. See “Digitizer
preferences” in Chapter 9.
When I tap the Menu
Not all applications or screens have menus.
Try changing to a different application.
icon , nothing
happens.
I can’t get my
handheld to
recognize my
handwriting.
Appendix B
■
For your handheld to recognize handwriting input with the stylus, you need
to use Graffiti® writing. See “Using
Graffiti writing to enter data” in
Chapter 2.
■
Make the Graffiti character strokes in
the Graffiti writing area, not on the
display part of the screen.
■
Write Graffiti strokes for letters in the
left-hand side, and the strokes for
numbers in the right-hand side of the
Graffiti writing area.
■
Make sure that Graffiti is not shifted
into extended or punctuation modes.
See “Using Graffiti writing to enter
data” in Chapter 2.
■
See “Graffiti tips” in Chapter 2 for tips
on increasing your accuracy when you
write Graffiti characters.
Page 233
Application problems
Problem
Solution
I tapped the Today
button, but it does
not show the correct
date.
Your handheld is not set to the current date.
Make sure the Set Date box in the General
Preferences screen displays the current
date. See “General preferences” in Chapter
9 for more information.
I know I entered
some records, but
they do not appear in
the application.
■
Check the Categories pick list (upperright corner of the screen). Choose All
to display all of the records for the
application.
■
Check Security and make sure that the
Private Records setting is set to Show
private records.
■
In To Do List, tap Show and check
whether Show Only Due Items is
selected.
■
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
defined in the Memo Preferences
setting. In other words, the sort settings
that you use with Palm Desktop
software are not transferred to your
handheld.
I am having
problems listing
memos the way I
want to see them.
I created an event in
Date Book Plus, but it
doesn’t appear in the
Week View.
Page 234
In the Week View, you cannot select
overlapping events that have the same start
time. If you have two or more events with
the same start time, choose the Day View
for the particular day to see the overlapping
events.
Troubleshooting Tips
HotSync problems
Problem
Solution
I cannot do a
HotSync operation;
what should I check
to make sure I am
doing it correctly?
■
Perform a soft reset. See “Resetting
your handheld” in Appendix A.
■
Check the Windows system tray to
make sure the HotSync Manager is
running. If it is not, open Palm Desktop
software.
■
Click the HotSync Manager and make
sure that the Local USB option has a
check next to it. If you are using an
optional serial cradle, make sure that
the Local Serial has a check next to it,
then select Setup and confirm that the
COM port setting matches the port
where you attached the serial cradle.
■
Make sure the cradle is connected
securely to your computer.
■
Make sure your handheld is seated
securely in the cradle.
■
Make sure you installed the software
that came with your handheld. You
must install this software even if you
upgraded from a Palm organizer.
■
Make sure you are using the correct
type of cradle. If your computer does
not have a USB port, or is running
Windows 95 or Windows NT 4.0, you
must use a serial cradle.
■
Click the HotSync Manager and choose
Custom. Check that the correct conduit
is active.
I did a HotSync
operation, but one of
my applications did
not synchronize.
Appendix B
Page 235
I cannot launch the
HotSync Manager.
■
■
Make sure you are not running another
program, such as America Online,
CompuServe, or WinFax, that uses the
port you selected in the Setup dialog
box.
Reinstall the Palm Desktop software.
I am using Outlook
as my PIM, but I
cannot do a HotSync
operation.
■
Click the HotSync Manager and choose
Custom. Check that the Outlook
conduits are installed and active.
■
Reinstall the Palm Desktop software
and make sure you select the option to
synchronize with MS Outlook.
I tried to do a local
HotSync operation,
but it did not
complete
successfully.
Try each of these in turn:
Page 236
■
Make sure HotSync Manager is
running. If HotSync Manager is
running, exit and restart it.
■
Click the HotSync Manager and make
sure that the Local USB option has a
check next to it. If you are using an
optional serial cradle, make sure that
the Local Serial has a check next to it,
then select Setup and confirm that the
COM port setting matches the port
where you attached the serial cradle.
■
Check the cable connection between the
cradle and the port on your computer.
■
Make sure you installed the software
that came with your handheld. You
must install this software even if you
upgraded from a Palm organizer.
■
If you are using a serial cradle, try a
lower baud rate setting on the Local tab
in the Setup dialog box.
■
Make sure you selected your user name
in Palm Desktop software before
beginning the HotSync operation.
Troubleshooting Tips
I tried to do a local
HotSync operation,
but it did not
complete
successfully.
(continued)
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
■
Make sure your handheld is seated in
the cradle correctly.
■
Perform a soft reset. See “Resetting
your handheld” in Appendix A.
Check the following on your computer:
■
Make sure your computer is turned on
and that it does not shut down
automatically as part of an energysaving feature.
■
Make sure the modem connected to your
computer is turned on and is connected
to the outgoing phone line.
Make sure Modem is checked in the
HotSync Manager menu.
■
Appendix B
■
Make sure the modem you are using
with your handheld has an on-off switch.
Your handheld cannot “wake up” a
modem that has an auto-off feature.
■
Make sure the modem is connected
properly to a serial port on your
computer and is connected to the
incoming phone line.
■
Confirm that the Setup String in the
Setup dialog box configures your
modem correctly. You may need to select
a different Modem Type or enter a
custom Setup String. Most modems have
a Setup String that causes them to send
initial connection sounds to a speaker.
You can use these sounds to check the
modem connection.
■
Confirm that the Speed setting in the
Setup dialog box works for your modem.
■
If you have problems using the As Fast
As Possible option or a specific speed, try
using a slower speed.
Page 237
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
(continued)
Check the following on your computer:
(continued)
■
Make sure you are not running another
program, such as WinFax, CompuServe,
or America Online, that uses the serial
port you selected in the Setup dialog box.
■
Make sure your modem resets before
you try again. (Turn off your modem,
wait a minute, then turn it back on.)
Check the following on your handheld:
Page 238
■
Confirm that the telephone cable is
securely attached to your modem.
■
Make sure the dialing instruction dials
the correct phone number.
■
If you need to dial an outside line prefix,
make sure you selected the Dial Prefix
option on your handheld and entered the
correct code.
■
If the telephone line you are using has
Call Waiting, make sure you selected the
Disable call waiting option under
Modem Sync Phone Setup on your
handheld and entered the correct code.
■
Make sure the telephone line you are
using is not noisy, which can interrupt
communications.
■
If you are using an external modem,
make sure your modem resets before
you try again. (Turn off your modem,
wait a minute, then turn it back on.)
■
Check the batteries in your modem and
replace them if necessary.
Troubleshooting Tips
Beaming problems
Problem
Solution
I cannot beam data to
another Palm OS
handheld.
■
Confirm that your handheld and the
other Visor handheld are between ten
centimeters (approximately 4") and one
meter (approximately 39") apart, and
that the path between the two devices is
clear of obstacles. Beaming distance to
other Palm OS handhelds may be
different.
■
Check the General Preferences screen
and make sure the Beam Receive setting
is on.
■
Move your handheld closer to the
receiving device.
■
Perform a soft reset. See “Performing a
soft reset” in Appendix A for more
information.
■
Your handheld requires at least twice
the amount of memory available as the
data you are receiving. For example, if
you are receiving a 30K application, you
must have at least 60K free.
■
Perform a soft reset. See “Performing a
soft reset” in Appendix A for more
information.
When someone
beams data to my
handheld, I get a
message telling me it
is out of memory.
Appendix B
Page 239
Password problems
Problem
Solution
I forgot the
password, and my
handheld is not
locked.
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 cradle to synchronize your data.
2. Tap Forgotten Password in Security
to remove the password and delete
all private records.
3. Perform a HotSync operation to synchronize your data and restore the
private records by transferring them
from your computer to your
handheld.
I forgot the password
and my handheld is
locked.
Page 240
■
If you assign a password and lock your
handheld, you must perform a hard
reset to continue using your handheld.
See “Performing a hard reset” in
Appendix A for more information.
Troubleshooting Tips
Technical support
If you cannot solve your problem after reviewing the sources
listed at the beginning of this appendix, check our web site
www.handspring.com for the latest technical support information.
Before requesting support, please experiment a bit to reproduce and
isolate the problem. When you do contact support, please be ready to
provide the following information:
■
The name and version of the operating system you are using
■
The actual error message or state you are experiencing
■
The steps you take to reproduce the problem
■
The version of handheld software you are using and available
memory
To find version and memory information:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Info.
Note: Thousands of third-party add-on applications have been
written for Palm OS handhelds. Unfortunately, we are not able
to support such a large number of third-party applications. If
you are having a problem with a third-party application, please
contact the developer or publisher of that software.
4. Tap Version to see version numbers, and tap Size to see the amount
of free memory, in kilobytes.
Appendix B
Page 241
Page 242
Troubleshooting Tips
Appendix C
Creating a Custom
Expense Report
This section explains how to modify existing Expense application
templates and how to create your own custom expense report
templates for use with the Expense application.
Note: This section assumes that you are familiar with Microsoft
Excel or a similar spreadsheet application. If you are not
familiar with Microsoft Excel, consult your company’s
Information Services department or another experienced user.
About mapping tables
Before creating or modifying an Expense template, it’s important to
understand the function of the Palm™ Desktop software Expense
application. In simple terms, the Expense application moves Expense
data from your handheld into a Microsoft Excel spreadsheet.
Each Expense item stored in your handheld represents a group of
related data. You can link the following data to an expense item:
■
Category
■
Payment Currency
■
Date
■
Vendor
■
Expense Type
■
City
■
Amount
■
Attendees
■
Payment Method
■
Note
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 Maptable.xls.
The Maptable.xls file is an editable spreadsheet that functions as a
“mapping table.” The function of the mapping table is to guide the
Excel macro in extracting the Expense data. The mapping table tells
the Excel macro how large the spreadsheet is and provides the datacell layout of the Excel template used for the Expense Report.
Appendix C
Page 243
Customizing existing sample templates
Four sample Expense Report templates come with Palm Desktop
software. These templates are stored in the Template folder (which is
in the same folder as the Palm Desktop software application).
If the layout of one (or more) of these templates is appropriate for your
reporting needs, you can easily customize the templates with your
company name and other information.
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample template you want to modify
to open it in Microsoft Excel.
3. Make any changes that you want to the names (or other
information) in the sample template.
Important: Do not insert rows or columns in the sample template.
Doing so changes the way your Expense data maps to the
template and causes errors. If you want to move the cells
to a different location or add or delete rows or columns,
you have to make changes to the Maptable.xls file.
Note:
You can insert your own company logo without changing
the Maptable.xls file. If you change the file name,
however, you need to make a corresponding change in
the Maptable.xls file.
You can also rename cells without changing the
Maptable.xls 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.”
Page 244
Creating a Custom Expense Report
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 need to change the Maptable.xls file, save the
template file with its original file name (e.g., Sample2.xlt).
If you do need to change the Maptable.xls file, give your modified
template a unique name. Be sure to use the .xlt file suffix, which
defines the file as a Microsoft Excel template.
7. Click Save to save your modified template and make it available
for future use.
Note: If you need to modify the Maptable.xls file, you must do this
before you can use the modified template with your Expense
data. To modify the Maptable.xls file for your new template,
see “Programming the mapping table” later in this appendix.
Read all of the sections of this appendix before making changes to the
Maptable.xls file.
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense
Report and explains the terms used for creating the report.
Labels
There are two kinds of labels that you need to define for your report:
day/date and expense type. Each kind of label can be either Fixed or
Variable. A Fixed label means that the label always appears as a header
at the beginning of a row or column. If a label is not Fixed, it is
variable.
For example, a list table of expenses could have variable labels in the
rows for day/date, and variable labels in the columns for expense
type. In this case, neither day/date or expense type information
would be “fixed” (as a header). Instead, the date and expense type
information would be filled into the cells of the spreadsheet as
appropriate.
Examples of both Fixed and Variable labels appear in the sample
expense templates.
Appendix C
Page 245
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.
Section 1
(not prepaid)
Section 2
(prepaid)
Section 3
Because your Expense data maps to row and column areas of your
final report, different Sections require different definitions for the data
mapping. To create additional Sections with different mapping, you
create corresponding additional lines to the mapping table file named
Maptable.xls. This procedure is explained later in this appendix.
If a section contains cells for prepaid (company paid) expenses, you
need to create an additional line in the mapping table for “prepaid.”
This will count as an additional section in the mapping table. The only
data that differs in the prepaid section (from the non-prepaid section)
is the row/column numbers for the expense type.
Page 246
Creating a Custom Expense Report
Analyzing your custom Expense Report
If you already have a custom Excel expense report, you can use it with
a modified mapping table. However, before you can create a
Maptable.xls file that corresponds to your custom Expense Report,
you must first analyze the characteristics of your report.
Perform the following before you begin a custom mapping table:
■
Print a copy of your custom expense report. Activate the Row and
Column Headings option in the Sheet settings of the Page Setup
command. This enables you to quickly determine the size of the
Section(s), as well as the numbers for the start rows and columns.
■
On the printed copy, identify the data Sections. A Section is an
area of data with common row and column formatting. A yellow
highlighter marking pen can make it easy to see the Sections as
you work with programming the mapping table. Your custom
Expense Report can contain any number of Sections, and the same
data can be repeated in any Section.
■
On the printed copy, identify the type of Labels that apply to each
Section. Each Section can have only one kind of Fixed or Variable
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.
Appendix C
Page 247
Programming the mapping table
Once you have analyzed the components of your custom Expense
Report, you can program the mapping table to fill the report with data
from the handheld.
To program a new custom mapping table:
1. Open a copy of the Maptable.xls file in Microsoft Excel.
Note:
This file is located in the same folder as the Palm Desktop
software application. Make a backup copy of this file before
you make your modifications.
2. Mapping a new template. Scroll to where you find the name of the
original template that you chose for your modifications. The name
of the template will appear in column B of the Maptable.xls file,
next to the cell highlighted in green that reads “Template Name:”.
If you did not modify an existing template, move to any table in the
Maptable.xls file.
3. Select all the rows associated with the template name. To select the
rows, click and drag on the row numbers (left side), so they appear
highlighted.
All rows
related
to
template
are
selected
4. From the Edit menu, choose Copy.
Page 248
Creating a Custom Expense Report
5. Scroll down to a blank area of the Maptable.xls file (below the rows
used for Sample4.xlt), and click on a row number to select a blank
row.
6. From the Edit menu, choose Paste. A copy of the rows you selected
in step 3 is pasted into the Maptable.xls file.
7. Name the table. In the cell immediately to the right of the cell entitled
Template Name, enter the exact file name of your custom Expense
Report template.
8. Define the number of Sections. Each row in a table defines how your
handheld 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.
Table with
four sections
You may add or delete rows as necessary so that the total number
of rows corresponds to the number of Sections in your custom
Expense Report. To clear all of the existing settings in a row, click
to select the row and press Ctrl+Delete. Name each row to
correspond to a Section of your custom Expense Report.
9. Determine the Label settings. The orientation of the data fields (Row,
Column) appears in the yellow section of the table.
Determine whether the Rows will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Row section (columns 2–5).
Determine whether the Columns will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Column section (columns 6–9).
Appendix C
Page 249
10. Define the dimensions of the Section. The dimensions of the Section
appear in the green columns (10–13).
# of
Rows
Represents the total number of rows in the Section,
excluding any header or total rows. In other words,
this includes only the number of rows in the Section
where your handheld data will be placed.
# of
Columns
Represents the total number of columns in the
Section, excluding any header or total columns. In
other words, this includes only the number of
columns in the Section where your handheld data
will be placed.
Start
Row
Is the number of the first row of the Section that will
be filled with your handheld data.
Start
Column
Is the number of the first column of the Section that
will be filled with your handheld data.
11. Define the Dates and Intervals. The dates and intervals between dates
appears in the light blue columns (14–17).
In the Date cell, enter the row or column number where all the date
information will be placed.
In the Dates cell, enter the number of blank columns (or rows)
separating the date fields. If there are no blank columns (or rows)
between date entries, leave this number set to zero.
In the Start Day cell, enter the day of the week that starts the
expense reporting period. Enter a three-character abbreviation for
the day (e.g., Sun, Mon, Tue).
In the Day cell, enter the row or column number where all the day
information will be placed. If the dates are in a row, enter the row
number. If the dates are in a column, enter the column number.
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Creating a Custom Expense Report
12. Define whether the Section is in list format. This setting appears in the
light purple columns (18–19).
If the Section will present the data in a list format, enter the word
“yes”. Otherwise, enter the word “no”. The following diagram
shows data presented in a list format:
Only if your section is in list format: In the Expense Type cell,
enter the number of the row or column where the expense
description will be placed. Expense amounts can be entered in
several different columns or rows if required by your template.
Expense type labels must all appear in the same column.
13. Enter the row or column numbers for the expense types that appear in the
Section. These settings appear in the aqua columns (20–48).
For these settings, simply enter the row or column number for the
expense types that you want to appear in the Section. Note that the
same row or column number can be used more than once. An
example of this would be meals that encompass breakfast, lunch,
dinner, and snacks. In the previous example, all expense items
would be populated into row/column 4 of the custom Expense
Report.
14. Complete the table. All of the remaining columns (49–57) in the table
are used to define the column or row number that corresponds to
the description.
Appendix C
Page 251
15. Mark a Section for prepaid expenses (yellow column). If a row in the map
table is for prepaid (company paid) expenses, type a “yes” in the
cell on that Section’s row. Type “no” in all the cells of this column
that do not pertain to prepaid expenses.
16. Repeat steps 9 through 15 for each Section that you have defined
for your custom Expense Report.
17. Map Expense Report Options dialog (magenta section). The Expense
Report Options dialog has five fields where you can fill in data for
the header on your expense report. Use this section to specify the
row and column on your template where this information will be
mapped.
Because header data is not related to any particular Section, you
have to fill in only one row. If the item does not appear on your
template, leave these cells blank.
Using applications other than Microsoft Excel
You can use applications other than Microsoft Excel (such as Lotus
1-2-3 or Quattro Pro) to open and manipulate the Expense data on
your computer. The data file is named “Expense.txt,” and is stored in
the Expense folder, within the folder containing the handheld user
data.
Expense data in the Expense.txt file is in tab-delimited format.
Page 252
Creating a Custom Expense Report
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 countries that
correspond to that currency.
Trip
Shows the number of expenses by category,
and lists the expenses for each category.
Expenses
Shows the total number of expenses, and lists
them chronologically.
Appendix C
Page 253
Page 254
Creating a Custom Expense Report
Appendix D
Non-ASCII Characters
for Login Scripts
The following information enables you to create custom login scripts
that require non-ASCII characters. It is provided for advanced users
who understand the use and requirements of such characters in a
custom login script.
Use of ^char
You may use the caret ( ^ ) to transmit ASCII command characters. If
you send ^char, and the ASCII value of char is between @ and _, then
the character is automatically translated to a single-byte value
between 0 and 31.
For example, ^M is converted to a carriage return. If char is a value
between a and z, then the character sequence is translated to a singlebyte value between 1 and 26. If char is any other value, then the
character sequence is not subject to any special processing.
For example, the string “Joe^M” transmits Joe, followed by a carriage
return.
Carriage return and line feed
You may include carriage return and line feed 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 string “waitfor Joe<cr><lf>” waits to receive Joe
followed by a carriage return and line feed from the remote computer
before executing the next command in the script.
Appendix D
Page 255
Literal characters
The backslash ( \ ) character defines that the next character is
transmitted as a literal character, and is not subject to any special
processing ordinarily associated with that character.
Examples:
\^
Includes a caret as part of the string
\<
Includes a < as part of the string
\\
Includes a backslash as part of the string
Page 256
Non-ASCII Characters for Login Scripts
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Page 268
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Warranty and Other Product Information
Page 269
Acknowledgments
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■
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 270
Index
A
ABA (Address Book archive file) 35
Accented characters
Graffiti writing 32
onscreen keyboard 34
Add-on applications 40–43
Address Book
*If Found Call* entry 114
adding custom fields 117
archive files (.aba) 35
business card for beaming 176
categorizing records 67
conduit for synchronizing 181
creating records 59, 113–114
deleting records 62
displaying category 117
displaying data in the Address
List 116
finding records 70–71
fonts 79
menus 116
notes for records 78
opening 52
overview 52
pressing button to beam
information 178
private records 76
sorting records 75
Alarm
preset 96, 108
reminder 108
setting 86
sound 96, 108, 206, 232
for untimed events 87
Alphabet
Graffiti writing 28
onscreen keyboard 12, 18
Anniversaries. See Repeating events
Application buttons 6, 13, 51, 52, 53,
54, 178, 198
Applications
Address Book 52
Index
beaming 176–177
Calculator 55
categories 37–38
CityTime 56
Date Book 50
Expense 57
font style 79
installing 40–42
Memo Pad 54
opening 14
preferences for 39
removing 43
security 44
size in kilobytes 241
To Do List 53
version of 241
viewing as icons 38
viewing as list 38
See also Add-on applications
Applications Launcher 13–14, 37–39
Appointments. See Date Book
Archive files
importing data from 35
for main applications 35
saving deleted records 62
saving purged records 63
Automatic fill, in Expense 150
Auto-off delay 206
Autotext. See Graffiti ShortCuts
B
Backlight 7, 199
Backup. See HotSync
Batteries
battery door 9
installing 10
Battery
conserving power 206
gauge 13
BCC (blind carbon copy) 160
Beaming
See also Infrared
Beaming information 176–178
location of IR port 9
pen stroke to activate 199
problems with 239
Page 271
Birthdays. See Repeating events
Bold font for text 79
Brightness Control 7
Business card for beaming 176
Buttons preferences 198
C
Calculator
Advanced mode 126
Area view 134
Basic mode 125
buttons explained 125–126,
127–135
Finance view 129
Length view 133
Logic view 131
Math view 127
memory 125
menus 137
opening 55, 125
overview 55
recent calculations 55, 126
selecting mode 125
Statistics view 131
Trigonometry view 128
Volume view 135
Weight/Temp view 132
Calibration 11, 204, 233
Call Waiting, disabling 190, 212
Calling card, using in phone
settings 190, 212
Capital letters (Graffiti writing) 29
Caring for the handheld 225
Categories
application 37–38
assigning records to 66–67
beaming 176–177
creating 68–69
default 66
displaying 68, 117, 234
folders for e-mail 167
merging 70
renaming 69
using in Applications
Launcher 38
cc:Mail 152
Page 272
Chain calculations 126
Characters, Graffiti 25
Check boxes 12
CityTime
adding cities 139
home city 138
menus 140
opening 56
overview 138
remote cities 139
Clearing Calculator entries 125, 127
COM port. See USB, port and Serial
port
Combining categories 70
Comma delimited files, importing
data from 35
Command buttons 12
Command equivalents (Graffiti
writing) 15
Compressing Day view 95, 107
Computer keyboard, entering data
with 19
Conduits
for connecting to PIMs 24
for modem HotSync
operations 190
for synchronizing
applications 235,
181–182, 229
See also HotSync
Confirming e-mail 162
Conflicting events 93
Connecting
service templates 214
to server or ISP 213
Contact information. See Address
Book
Continuous events
changing 88
deleting from Date Book 62, 88
scheduling 87
Contrast Control 7
Copying text 61
Country default setting 205
Cover 8
Cradle
connecting to computer 9, 22
Index
for local HotSync operations 64,
65
serial 4, 22, 180, 235, 236
USB 4, 23
Creating
Address Book entries 113–114
categories 37–38, 68–69
currency symbols 144
custom fields in Address
Book 117
Date Book events 82
e-mail 155–157
Expense items 141
expense reports in Excel 146–149
memos 123
notes for records 78
records 59
To Do List items 118
Currency
default 150
defining 144
for Expense items 143, 144
Current date 21, 234
Current time 13
displaying in Date Book 90
setting 21
Customizing
categories 69
currencies and symbols 144
expense reports 243–253
fields in Address Book 117
HotSync settings 181
See also Preferences
Cutting text 61
Cycling through views 51, 52, 53, 54
D
Daily
calendar 82–86
events. See Repeating events
Journal 102
Data
entry. See Entering data
transfer. See HotSync
transmitting to other handhelds.
See Beaming
Index
information
Date Book
adding Address Book data to
records 72–73
alarm 86
archive files (.dba) 35
changing event time 86
changing event to untimed 85
changing repeating events 88
conduit for synchronizing 181
conflicting events 93
continuous events 87–89
creating records 59, 82–86
Day view 90
deleting records 62
deleting repeating events 88
display options 95
end time for Day view 96, 106
fonts 79
menus 94
Month view 92
notes for records 78
opening 50
overview 50
private records 76
purging records 63
repeating events 62, 87–89
scheduling events 82–86
selecting dates 84
selecting default 104
start time for Day view 96, 106
Sunday or Monday to start
week 205
switching views 90
untimed events 82, 85
Week view 90, 205, 234
Date Book Plus
Daily Journal 102
Event tracking 102
floating events 99
List View 99
menus 104
opening 51
overview 51
templates 103
To Do List items 101
Week View with Text 97
Page 273
Year View 98
Dates
Expense item 142
setting current 21, 234
showing in Mail list 167
To Do List record due 120
Day (Date Book view) 82, 95, 107
DBA (Date Book archive file) 35
Decimal point 205
Default
categories 66
currency in Expense 150
settings. See Preferences
Deleted
data, saving in archive files 62
e-mail, recovering 166
Deleting
applications 40, 43
Desktop software 44
e-mail 165
Graffiti characters 27
passwords 45
records 62
service templates 219
text 61
See also Purging records
Delivering e-mail 159, 162
Desktop E-Mail application
applications supported 152
managing 151–175
support of Mail features 159
Desktop software 22–23
configuring mail 152–154
for entering data 19
linking to external files 194
removing 44
saving deleted data to an archive
file 62
system requirements 4
upgrading 4
See also PIM
Digitizer 11, 204, 233
Display, contrast (brightness)
control 7
DNS (Domain Naming System) 216
Docking station. See Cradle
Double-booked events 93
Page 274
Draft e-mail 164
Dragging
memos into other
applications 54
stylus to activate features 199
using the stylus 11
E
Editing
records 60–61
unsent e-mail 163
E-mail addresses
in Address Book 115, 116
looking up 158–159
E-mail items. See Mail
Entering data 17–20
importing from other
applications 35–36
problems with 233
using Graffiti writing 25–34
using the computer keyboard 35
using the onscreen keyboard 34
Entries. See Address Book
Eudora 152
Events. See Date Book
Excel, transferring Expense data
to 146–149
Exchange 152
Exchanging data. See HotSync
Exclamation marks in To Do List 122
Expansion slot 24
Expense
adding Address Book data to
records 73–74
categorizing records 67
conduit for synchronizing 181
creating records 59, 141
currency 143, 144, 150
date of item 142
defining new currency 144
deleting records 62
menus 150
notes for records 78
opening 57
overview 57
purging records 63
Index
numbers 29
online Help 61, 198
problems using 233
punctuation marks 30
ShortCuts for entering data 33,
222–223
symbols 31
tips 27
writing 25–34
writing area 6, 26
receipt details 142
reports in Excel 146–149,
243–253
sorting records 74
templates for reports 147
type 143, 150
vendor 143
F
FCC Statement 269
Files, linking to external 194
Filing e-mail 165
Filters for e-mail 170–173
Finding
applications, using Graffiti
writing 14
e-mail addresses 158–159
information in
applications 70–74
phone numbers 72–73
using the Find application 71
Floating events 99
Folders for e-mail 167
Fonts 79
Formats preferences 204
Frozen handheld 232
G
Games 42, 206
General preferences
alarm sounds 206
auto-off delay 206
system sounds 206
Glossary. See Graffiti ShortCuts
Graffiti
accented characters 32
alphabet 25, 28
basic concepts 25
capital letters 29
Command stroke 16
defined 17
Giraffe game for practicing 42
how to write characters 26
menu commands 15
moving the cursor 33
Index
H
Handheld
battery door 9
battery installation 10
contrast control 7
cover 8
Hard reset 228
Header information (e-mail) 155, 157
Help
Graffiti 61
online tips 16
Hiding
records 75
See also Private records
High Priority e-mail filter 173
HotSync
buttons preferences 200
conduits for synchronizing
applications 181–182,
229
customizing 181
defined 64
first-time operation 64–66,
195–196
for managing desktop
E-Mail 153–154
HotSync Manager 64
IR operation 183–186
linking to external files 194
local operation 65, 180, 236, 237
modem operation 181, 187–191,
237–238
modem settings 188
network operation 192
operations using IR
Page 275
port 183–186
options for filtering
e-mail 168–173
problems with 235–238
setting options 179–181
for synchronizing data 22
using with another PIM 44
I
Icons
alarm 86
application 12, 38
note 78
online Tips 16
onscreen 233
repeating event 88
Idle timeout of ISP or server
connection 215
Ignoring e-mail. See Filters for e-mail
Importing data 20, 35–36
Inbox 167
Infrared
HotSync operations 183–186
port 183
requirements for computer 183
Infrared port. See IR port
Installing
applications 40–42
batteries 10
conduit to install
applications 181
Desktop software 23, 231
Mail. See Mail, desktop
configuration
International characters
Graffiti writing 32
onscreen keyboard 34
IP address 214, 216
IR port 9
See also Beaming information
IR. See Infrared
Items. See To Do List or Expense
K
Keyboard
Page 276
computer 35
onscreen 12, 34, 199
L
Letters
font style 79
Graffiti 25, 28
onscreen keyboard 34
Linking
external file 194
with desktop software. See
HotSync
List (Date Book Plus view) 99
List, in Applications Launcher 38
Locking
handheld with a password 46,
199, 221
records. See Security
Login scripts 217, 255
Looking up Address Book data
to add to other records 72–73
scrolling in Address List 70
to add to e-mail
addresses 158–159
Looking up. See Finding
Lost handheld, contact for 114
Lost records 234
Lotus
1-2-3, for expense reports 252
cc:Mail 152
Organizer, importing data
from 35
M
Mail
address lookup 158–159
attachments 170
BCC (blind carbon copy) 159,
160
changing setup 154
closing 155
confirm delivery 159, 162
confirm read 159, 162
creating 155–157
deleting e-mail 165
Index
desktop configuration 152–154
draft e-mail 164
editing unsent e-mail 163
filing e-mail 165
filtering options 168–173
folders 167
HotSync options 153–154
menus 175
opening 154
overview 151–152
priority of delivery 159, 160
purging deleted e-mail 166
recovering deleted 166
replying to e-mail 157
sending 162
showing dates 167
signature 159, 161–162
sorting 168
synchronizing 154
truncating 174
viewing e-mail 154
Main applications 13
Maintenance information 225
Meetings. See Date Book
Memo Pad
adding Address Book data to
records 72–73
archive files (.mpa) 35
categorizing records 66
conduit for synchronizing 181
creating records 59, 123
deleting records 62
dragging memos into other
applications 54
fonts 79
menus 124
opening 54
overview 54
private records 76
reviewing memos 123
sorting records 75, 234
See also Notes
Memory
amount of free 241
for beaming 239
Calculator 125
regaining 63
Index
Memos. See Memo Pad
Menus 14–16, 233
Address Book 116
choosing 15
command equivalents (Graffiti
writing) 15
Date Book 94, 104
Edit menu 60–61
Expense 150
Mail 175
Memo Pad 124, 137, 140
menu bar 12, 14
Network Preferences 220
To Do List 122
Microsoft
Excel, transferring Expense data
to 146–149
Exchange 152
Outlook, connecting to 236
Windows 95, 98 183
Modem
HotSync operations via 187–191,
237–238
Monday, to start week 205
Month (Date Book view) 92, 95
Moving
Date Book events 86
the cursor (Graffiti writing) 33
MPA (Memo Pad archive file) 35
Multi-day events. See Repeating
events
N
Network
connecting 213
connection type 215
idle timeout 215
login scripts 217
password 209
phone settings 210
preferences 210–221
primary DNS 216
secondary DNS 216
selecting service 207
TCP/IP 207
user name 208
Page 277
Network HotSync operation 192
Notes
attaching to records 78
See also Memo Pad
Numbers
decimal point and thousands
separator 205
Graffiti writing 29
onscreen keyboard 12, 18, 34
O
1-2-3, for expense reports 252
Onscreen keyboard 18, 34, 61
pen stroke to open 199
Opening
Address Book 52
applications 13–14
Calculator 55, 125
CityTime 56
Date Book 50
Date Book Plus 51
Expense 57
Mail 154
Memo Pad 54
To Do List 53
Organizer (Lotus PIM) 35
Outbox 162, 167
Outlook, connecting to 236
Overlapping events 93
Owner preferences 221
P
Palm Desktop software. See Desktop
software
Passwords 44–47
changing 45
creating 44
deleting 45
for network 209
forgotten 47, 240
Pasting text 61
Payment, Expense item 143
Pen. See Stylus
Personal information managers. See
PIM
Page 278
Phone Lookup 72–73
Phone numbers
selecting for Address List 116
selecting types 115
Phone settings for ISP or dial-in
server 210–213
Pick lists 12
PIM (personal information manager)
using HotSync Manager with 44
using with handheld 24
Pointer. See Stylus
Ports
IR on handheld 183
Ports. See USB, port and Serial port
Power button 7
PPP 214
PRC (application file extension) 41
Preferences 20
Buttons 198
choosing 39
Digitizer 204
Formats 204
General 205
HotSync buttons 200
Network 210–221
Owner 221
ShortCuts 222
Primary DNS 216
Printing
expense reports from
Excel 146–149
records from applications 22
Prioritizing To Do List records 118,
122
Priority of delivery (e-mail) 160
Private records
displaying and creating 75–76,
234
lost with forgotten password 47
See also Security
Profiles 195
Punctuation marks
Graffiti writing 30
onscreen keyboard 34
Purging
deleted e-mail 166
records 63
Index
See also Deleting
Q
Quattro Pro, for expense reports 252
R
Range of times in Day view 96, 106
Reading e-mail on handheld 154
Receipts, recording in Expense 142
Receiving data. See Beaming
information
Records
Address Book 113
beaming 176–177
choosing categories 66
creating 59
Date Book 82
defined 59
deleting 62, 88
displaying a category of 68
editing 60–61
Expense 141
fonts 79
hiding private 44, 75
lost 234
Memo Pad 123
notes for 78
number of 241
private 75–76
purging 63
sorting 74–75
To Do List 118
Recovering
deleted e-mail 166
filed mail 165
Recurring events
deleting 62
scheduling 87
Reminder. See Alarm
Removing
applications 43
Desktop software 44
Renaming categories 69
Repeating events
deleting from Date Book 62
Index
scheduling 87
Replying to e-mail 157
Rescheduling events 86
Resetting handheld
hard reset 228
location of reset button 9, 227
soft reset 227
Retrieving e-mail. See Filters for
e-mail
S
Saving
data 37, 59, 62
draft e-mail 164
Scheduling events 82–86
Screen
backlight 7
blank 232
brightness control 7
calibrating 11, 204
caring for 225
contrast control 7
touching 6
Scroll bar 13
Scroll buttons 6
Searching. See Finding
Secondary DNS 216
Security 44–47
changing password 45
deleting password 45
displaying owner’s name 221
forgotten password 47
locking the handheld 46
private records 75–76
Selecting
date for event 84
e-mail to be synchronized. See
Filters for e-mail
phone numbers in Address
Book 115
text 60, 61
Sending
data. See Beaming information
e-mail 155–157, 162
Serial port 4, 9, 180, 187, 188, 235, 236,
237, 238
Page 279
Service templates 214, 219
Service, selecting for network 207
Settings. See Preferences
ShortCuts
backing up 181
managing 222–223
menu commands 15
predefined 34
using 33
Showing dates in Mail list 167
Signature for e-mail 161–162
Soft reset 227
Sorting
applications 38
e-mail items 168
records 74–75, 234
Sounds. See Alarm and System
sounds
Springboard expansion module 9, 24
Stand. See Cradle
Standing Meetings. See Repeating
events
Starting applications 14
Storing e-mail 165
Stylus
dragging with 11
full-screen pen stroke 198–199
pen stroke to activate a
feature 198
tapping with 11
writing with 9, 25
Sunday, to start week 205
Symbols
for currency 144
in Graffiti writing 31
Synchronizing data. See HotSync
System conduit 181
System requirements for Desktop
software 4
System sounds 206
T
Tab delimited files, importing data
from 35
Tapping 11, 233
Task. See To Do List
Page 280
TCP/IP 207, 220
TDA (To Do List archive file) 35
Technical Support 241
Templates
for Date Book Plus 103
for expense reports 147
Text
copying 61
cutting 61
entry. See Entering data
finding 70
fonts for 79
importing data from files 35
selecting all 61
Thousands separator 205
Time
alarm setting 86
format 205
setting current 21
setting event 82
start and end for Date Book Day
view 96, 106
Time bars in Date Book 95, 107
Time stamps 102
Tips, online 16
To Do List
adding Address Book data to
records 72–73
archive files (.tda) 35
categorizing records 66, 109, 122
checking off items 101, 119
completed items 121
completion date 121
conduit for synchronizing 181
creating items in Date Book
Plus 101
creating records 59, 118
deleting records 62
due date 120, 121, 122
fonts 79
menus 122
notes for records 78
opening 53
overview 53
prioritizing records 118, 122
private records 76
purging records 63, 121
Index
sorting records 74
viewing items in Date Book
Plus 97, 99
Today. See Current date
Tracking events 102
Transferring data. See HotSync
Transmitting data. See Beaming
information
Truncating e-mail 174
Turning off handheld
automatically 206
pen stroke for 199
problems with 232
Turning on handheld
application buttons 6
displaying owner’s name 221
power button 7
problems with 232
U
Undoing actions 61
Uninstalling Desktop software 44
Unresponsive handheld 232
Unsent e-mail, editing 163
Untimed events 82, 85, 87
Updating data. See HotSync
Upgrading Desktop software 4
USB
connector 9
HotSync operations 235
Index
port 23
User name
for ISP 208
identifying handheld 221
User profiles 195
V
Vendor for Expense item 143
W
Web sites 24
Week (Date Book view) 90–91, 205,
234
Week with Text (Date Book Plus
view) 97
Windows 95, NT 4, 22, 235
Writing area 6
Writing. See Entering data
X
XLT (Expense report template in
Excel) 147
Y
Year (Date Book Plus view) 98
Page 281
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