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apps.bk : appsfrnt.fm5 Page ii Thursday, June 4, 1998 12:54 PM Copyright Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Graffiti and HotSync are registered trademarks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing platform logo, the PalmPilot logo and the Palm III logo are trademarks of Palm Computing Inc., 3Com Corporation or its subsidiaries.
apps.bk : apps.TOC Page iii Thursday, June 4, 1998 12:54 PM Contents Chapter 1: Address Book Getting Started With Address Book Entries .....................................2 Working With Address Book Entries ................................................5 Address Book Menu Commands .....................................................10 Chapter 2: Calculator Using the Calculator Screen ..............................................................13 Calculator Menu Commands ..............................
apps.bk : apps.TOC Page iv Thursday, June 4, 1998 12:54 PM Looking Up an Address .................................................................... 70 Adding Message Details ................................................................... 72 Sending Messages .............................................................................. 75 Editing an Unsent Message .............................................................. 76 Draft Messages ..........................................................
apps.bk : apps.TOC Page v Thursday, June 4, 1998 12:54 PM Chapter 10: To Do List Opening the To Do List ...................................................................133 Working With To Do Items .............................................................134 To Do Item Details ...........................................................................136 Deleting a To Do Item ......................................................................137 To Do Show Options .................................
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apps.bk : apps.fm5 Page 1 Thursday, June 4, 1998 12:54 PM Chapter 1 Address Book The Address Book enables you to keep names, addresses, phone numbers and other information about your personal or business contacts. With the Address Book, you can: ■ Quickly look up or enter names, addresses, phone numbers and other information. ■ Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.
apps.bk : apps.fm5 Page 2 Thursday, June 4, 1998 12:54 PM Getting Started With Address Book Entries An Address Book entry is where you store name and address information about people or businesses. Your Palm III organizer makes it easy to create, edit and delete Address Book entries.
apps.bk : apps.fm5 Page 3 Thursday, June 4, 1998 12:54 PM Note: Your Palm III organizer 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. 4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field Note: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6.
apps.bk : apps.fm5 Page 4 Thursday, June 4, 1998 12:54 PM Editing an Address Book Entry After you create an Address Book entry, you can update it or enter additional information any time. To edit an Address Book entry: 1. Tap the Address Book entry that you want to change to display the Address View screen for that entry. 2. Tap the Edit button (or anywhere on the screen) to display the Address Edit screen. 3. Tap any field (Address, City, etc.) and enter or change the information. 4.
apps.bk : apps.fm5 Page 5 Thursday, June 4, 1998 12:54 PM Working With Address Book Entries Your Palm III organizer enables you to quickly find your Address Book entries, group them by category, and display the entries by name or company name. You can also choose the type of information you want your entries to include and exchange Address Book information with other 3Com® connected organizer users.
apps.bk : apps.fm5 Page 6 Thursday, June 4, 1998 12:54 PM Choosing Types of Phone Numbers Your Palm III organizer enables you to choose the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make will apply only to the current Address Book entry. To choose other types of phone numbers in an Address Book entry: 1. Tap the Address Book entry that you want to change to display the Address View screen for that entry. 2.
apps.bk : apps.fm5 Page 7 Thursday, June 4, 1998 12:54 PM Sorting by Name or Company You can sort the entries in the Address List screen by Company and Last Name, rather than by Last Name and First Name. These settings do not change your Address Book data in any way; they merely change the view. To sort the entries in the Address List screen: 1. Display the Address List screen. 2. Tap the icon to open the Address Book menus. 3.
apps.bk : apps.fm5 Page 8 Thursday, June 4, 1998 12:54 PM 4. Select any of the following settings: Show in List Choose which type of phone or other information appears on the Address List screen for the current entry. Your options are: Work, Home, Fax, Other and E-mail. Category Assign the entry to a particular category. Your options are: Business, Personal, QuickList, Unfiled and Edit Categories. Private Hide this entry when the security features are turned on.
apps.bk : apps.fm5 Page 9 Thursday, June 4, 1998 12:54 PM To beam a business card: 1. Tap your business card entry to display the Address View screen for that entry. 2. Tap the icon to open the Address Book menus. 3. Tap Beam Business Card from the Record menu to beam your card to another 3Com connected organizer. Tip: You can press the your card. button for about two seconds to beam To beam the current entry: 1.
apps.bk : apps.fm5 Page 10 Thursday, June 4, 1998 12:54 PM Address Book Menu Commands The Address Book includes menu commands to make it fast and easy to perform common file and editing tasks. This section explains the menu commands that are specific to the Address Book. Refer to “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications.
apps.bk : apps.fm5 Page 11 Thursday, June 4, 1998 12:54 PM Delete Note Opens an alert dialog prompting you to confirm deletion of the Note attached to the entry. Tap the OK button to delete the Note, or tap the Cancel button to close the alert dialog and keep the note. Beam Address Beams the current Address Book entry to another 3Com connected organizer through the IR port. Beam Category Beams all Address Book entries in the current category to another 3Com connected organizer through the IR port.
apps.bk : apps.fm5 Page 12 Thursday, June 4, 1998 12:54 PM Preferences Opens the Address Book Preferences dialog. ■ Remember last category. Determines how the Address Book appears when you return from another Palm application (Memo Pad, To Do List, etc.). If you select this check box, the Address Book shows the last category you selected. When you clear it, the Address Book shows the address entries for all categories. ■ List By.
apps.bk : apps.fm5 Page 13 Thursday, June 4, 1998 12:54 PM Chapter 2 Calculator The Calculator enables you to perform basic calculations. You can also store and retrieve values in the Calculator’s memory. To opening the Calculator: ■ Tap the screen. icon next to the Graffiti® area to open the Calculator Using the Calculator Screen The Calculator is designed to perform addition, subtraction, multiplication and division operations.
apps.bk : apps.fm5 Page 14 Thursday, June 4, 1998 12:54 PM Special Calculator Buttons The Calculator includes several buttons to help you perform calculations. 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 re-enter the number without starting the calculation over. Clears the entire calculation and enables you to begin a fresh calculation.
apps.bk : apps.fm5 Page 15 Thursday, June 4, 1998 12:54 PM Calculator Menu Commands The Calculator supports the Copy and Paste commands. You can use these commands to copy a value from the Calculator and paste it into another application on your Palm III organizer. Similarly, you can copy values from other applications on your Palm III organizer, such as Expense, and paste the values into the Calculator.
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apps.bk : apps.fm5 Page 17 Thursday, June 4, 1998 12:54 PM Chapter 3 Date Book The Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. With the Date Book, you can: ■ 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 feature makes it easy to spot any potential scheduling overlaps or conflicts.
apps.bk : apps.fm5 Page 18 Thursday, June 4, 1998 12:54 PM Scheduling an Event An event can be any kind of activity that you associate with a day. When the Date Book screen first appears, it shows the current date and a list of times for a normal business day. You can enter a new event on any of the available time lines. When you create 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.
apps.bk : apps.fm5 Page 19 Thursday, June 4, 1998 12:54 PM Note: 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. Tap the time of an event 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.
apps.bk : apps.fm5 Page 20 Thursday, June 4, 1998 12:54 PM 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 Date Book screen. If necessary, tap the Previous week or Next week scroll bars to move to another week. Previous week Next week Tap to select the day of the current week ■ Tap the Go To button to open the Go to Date dialog.
apps.bk : apps.fm5 Page 21 Thursday, June 4, 1998 12:54 PM To schedule an untimed event: 1. Select the date that you want for the event as described in the previous section, “To schedule an event for another day.” 2. Tap New to open the Set Time dialog. 3. Tap OK, so that no start or end times are defined for the new event. Note: 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.
apps.bk : apps.fm5 Page 22 Thursday, June 4, 1998 12:54 PM Rescheduling an Event You can easily make changes to your schedule with your Palm III organizer. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap the Details button to open the Event Details dialog for that event. 3. To change the time, tap the Time box and select the new time as described earlier in this chapter. 4. To change the date, tap the Date box and select the new date as described earlier in this chapter. 5.
apps.bk : apps.fm5 Page 23 Thursday, June 4, 1998 12:54 PM Enter numeric setting here Tap here to select alarm unit 6. Tap the OK button to close the Event Details dialog and return to the Date Book screen. Note: 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.
apps.bk : apps.fm5 Page 24 Thursday, June 4, 1998 12:54 PM To schedule a repeating event: 1. Tap anywhere on the text of an event in the Date Book screen. 2. Tap the Details button to open the Event Details dialog. 3. Tap the Repeat box in the Event Details dialog to open the Change Repeat dialog. Tap the Repeat box 4. Tap Day, Week, Month or Year in the Change Repeat dialog. 5. Enter a number that corresponds to how often you want the event to repeat in the “Every” area.
apps.bk : apps.fm5 Page 25 Thursday, June 4, 1998 12:54 PM ■ If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply the change to all occurrences, your Palm III organizer 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 left alone and not changed. ■ If you make a change to one occurrence of a repeating event (e.g.
apps.bk : apps.fm5 Page 26 Thursday, June 4, 1998 12:54 PM Changing the Date Book View In addition to displaying the calendar for a specific day, you can also display your Date Book by the week or month, and you can display the current time. To toggle through the different views: ■ Press the Date Book button repeatedly to display the next view. To display the current time: ■ Tap the date in the Date Book title bar to display the current time.
apps.bk : apps.fm5 Page 27 Thursday, June 4, 1998 12:54 PM Previous week Next week Tap for that day Bar indicates event above display Dot indicates untimed event Bar indicates event below display 3. Tap any of your events to show a description of the event. Event details Tap to show Event details If you want to reschedule an event, tap and drag the event to a different time or day. You can tap a blank time on any day to move to that day and have the time selected for a new event.
apps.bk : apps.fm5 Page 28 Thursday, June 4, 1998 12:54 PM Spotting Event Conflicts in Week View 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). In this case, any event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays bracketed bars to the left of the conflicting times.
apps.bk : apps.fm5 Page 29 Thursday, June 4, 1998 12:54 PM When the Month View is on the screen, you can use the scroll button on the front panel of the Palm III organizer to move between months. Press the upper half of the button to display the previous month, or press the lower half to display the next month. Note: You can control the dots and lines that appear in the Month View. See “Options Menu” later in this chapter.
apps.bk : apps.fm5 Page 30 Thursday, June 4, 1998 12:54 PM Note: By default your Palm III organizer removes the event from the Date Book, but retains a copy of the event and transfers it to an archive file on your computer the next time you perform a HotSync® operation. To remove the event completely, clear the Save archive copy on PC check box. Attach Note Opens the Note dialog, where you can create a Note for the current event.
apps.bk : apps.fm5 Page 31 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its commands appear on screen. Font Opens the Select Font dialog where you can choose a different font (text) style for your Date Book entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Preferences Enables you to set the range of times that appear in the Date Book, and to automatically activate alarms for each event. Chapter 3 ■ Start/End Time.
apps.bk : apps.fm5 Page 32 Thursday, June 4, 1998 12:54 PM Display Options ■ 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 every: Minute, 5 minutes, 10 minutes and 30 minutes. Allows you to change the Date Book’s appearance and which events display. ■ Show Time Bars. Activates the time bars that appear in the Day View.
apps.bk : apps.fm5 Page 33 Thursday, June 4, 1998 12:54 PM Chapter 4 Expense The Expense application enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer. With the Expense application you can: ■ Record dates, type of expenses, amount spent, payment method and other details associated with any money that you spend. ■ Create categories for your expenses, such as business and personal expenses associated with a range of dates.
apps.bk : apps.fm5 Page 34 Thursday, June 4, 1998 12:54 PM To create an expense item: 1. Tap the New button in the Expense List to create a new item. Cursor of new item Tap New Note: You can also create a new expense item by writing on the number side of the Graffiti® pad while in the Expense List screen. The first number you write begins your new expense item. 2. Enter the amount of the expense. 3. Tap the Expense Type pick list and select a type from the list.
apps.bk : apps.fm5 Page 35 Thursday, June 4, 1998 12:54 PM Changing the Expense Item Date Initially, expense items appear with the date you enter them on your Palm III organizer. You can use the Expense application 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 to highlight the date. 2. Tap the date of the selected item to open the Date dialog. Tap date 3. Tap the date you want for the expense item.
apps.bk : apps.fm5 Page 36 Thursday, June 4, 1998 12:54 PM 3. Select any of the following options: Category Defines the category for the Expense item. The default Category is Unfiled when All is selected. Otherwise, the default is the currently selected Category. An expense item remains in the default category until you change it. Your Palm III organizer provides two sample categories, New York and Paris, to show how you might sort your expenses according to different business trips.
apps.bk : apps.fm5 Page 37 Thursday, June 4, 1998 12:54 PM Vendor and City Enable you to record the name of the vendor (usually a company) associated with the expense and the city where the expense took place. For example, a business lunch might be at Rosie's Cafe (Vendor) in San Francisco (City). Attendees Displays the Attendees screen which resembles a memo in the Memo Pad.
apps.bk : apps.fm5 Page 38 Thursday, June 4, 1998 12:54 PM 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, and then tap the Edit Currencies selection to open the Select Currencies dialog. Tap Edit currencies 2. Tap each Currency pick list to choose the country whose currency you want to display on that line. 3.
apps.bk : apps.fm5 Page 39 Thursday, June 4, 1998 12:54 PM Tap Show 2. Select any of the following options: Sort By Enables you to sort the Expense entries by date or expense 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 the OK button to close the Show Options dialog and activate your selections.
apps.bk : apps.fm5 Page 40 Thursday, June 4, 1998 12:54 PM Printing an Expense Report Palm Desktop makes it quick and easy to print your Expense data. To print your expense report: 1. Perform a HotSync® operation to transfer your latest Expense data to your computer and make it available to Palm Desktop. See the “HotSync” chapter for details. 2. Click the Expense button in Palm Desktop to open Microsoft Excel and the Expense Report configuration dialog.
apps.bk : apps.fm5 Page 41 Thursday, June 4, 1998 12:54 PM 6. Click the Print button in the Microsoft Excel window to print your expense report. To view your Expense data in a Microsoft Excel spreadsheet: 1. Perform a HotSync operation to transfer your latest Expense data to your computer and make it available to Palm Desktop. 2. Click the Expense button in Palm Desktop to open Microsoft Excel and the Expense Report configuration dialog.
apps.bk : apps.fm5 Page 42 Thursday, June 4, 1998 12:54 PM Click to select Categories 3. Click the expense category that you want to use. Tip: You can press Shift+click to select multiple categories. If you want to view the expenses associated with all of your Expense categories, click the All button in the Categories area. 4. If you want to define an end date for the expense report, enter the date in the End Date area.
apps.bk : apps.fm5 Page 43 Thursday, June 4, 1998 12:54 PM At this point, your Expense 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 comes with several expense report templates. When you use one of these templates, you can edit your Expense data in Microsoft Excel.
apps.bk : apps.fm5 Page 44 Thursday, June 4, 1998 12:54 PM Expense Menu Commands The Expense application includes menu commands to perform common file and editing tasks. This section explains the menu commands that are specific to the Expense application. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications. Record Menu When you select the Record menu, its commands appear on screen.
apps.bk : apps.fm5 Page 45 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its commands appear on screen. Preferences Custom Currencies Activates the Preferences dialog, which is used to activate the automatic fill feature and to set the default currency symbol. ■ Use automatic fill. Enables you to select an expense type by writing the first letter of an expense type in the Graffiti writing area.
apps.bk : apps.fm5 Page 46 Thursday, June 4, 1998 12:54 PM To define a custom currency symbol: 1. Choose Custom Currencies from the Options menu to open the Custom Currencies dialog. Tap a Country button 2. Tap one of the four Country boxes to open the Currency Properties dialog. 3. Enter the name of the country and the symbol that you want to appear in the Expense application, and then tap the OK button to define your setting. 4. Tap the OK button to close the Custom Currencies dialog.
apps.bk : apps.fm5 Page 47 Thursday, June 4, 1998 12:54 PM Chapter 5 HotSync® HotSync® technology enables you to synchronize data between one or more 3Com® connected organizers and the Palm™ Desktop software. To synchronize data, you must connect your Palm III™ connected organizer and Palm Desktop either directly with a cable or indirectly with a modem or network.
apps.bk : apps.fm5 Page 48 Thursday, June 4, 1998 12:54 PM Performing a HotSync Operation for the First Time The first time you synchronize your data, you need to enter user information on both the Palm III organizer and the Palm Desktop. Once you enter this information and synchronize, the HotSync Manager recognizes your Palm III organizer and doesn’t ask for this information again.
apps.bk : apps.fm5 Page 49 Thursday, June 4, 1998 12:54 PM Tip: The curved edge on the bottom of the Palm III organizer should align smoothly with the cradle when it is inserted properly. 5. Press the button on the front of the Palm III organizer cradle to open the New User dialog. HotSync button 6. Enter a user name for your Palm III organizer and click the OK button to open the HotSync Progress dialog and start the synchronization process.
apps.bk : apps.fm5 Page 50 Thursday, June 4, 1998 12:54 PM 7. Wait for Palm Desktop to display a message indicating that the process is complete. Conducting a Local HotSync Operation After you complete the first HotSync operation, the HotSync process is even faster and easier! To conduct a local HotSync operation: 1. Insert the Palm III organizer in the cradle. 2. If the HotSync Manager is not running, start it. 3.
apps.bk : apps.fm5 Page 51 Thursday, June 4, 1998 12:54 PM 3. Click the General tab and select one of the following options: Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for 3Com connected organizer synchronization requests. With this option, the HotSync Manager conducts synchronizations even when Palm Desktop is not running.
apps.bk : apps.fm5 Page 52 Thursday, June 4, 1998 12:54 PM Serial Port Identifies the port Palm Desktop will use to communicate with the cradle. This selection should match the port number where you connected the cradle. Note: Your Palm III organizer cannot share this port with an internal modem or other device. If you have trouble determining the correct serial port, see “Troubleshooting” in the Basic Handbook for the Palm III Organizer.
apps.bk : apps.fm5 Page 53 Thursday, June 4, 1998 12:54 PM Serial Port Identifies the port where the modem is located. 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. We suggest you try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows the Palm Desktop and Palm III organizer to find and use the fastest speed.
apps.bk : apps.fm5 Page 54 Thursday, June 4, 1998 12:54 PM 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, Palm Desktop synchronizes all files between the Palm III organizer and the Palm Desktop. In general, you should leave the settings to synchronize all files.
apps.bk : apps.fm5 Page 55 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 56 Thursday, June 4, 1998 12:54 PM Preparing Your Computer for a Modem HotSync Operation 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 Palm III organizer. See “Selecting HotSync Setup Options” earlier in this chapter. To prepare your computer for a modem HotSync operation: 1.
apps.bk : apps.fm5 Page 57 Thursday, June 4, 1998 12:54 PM Note: If you have Network HotSync software installed on your Palm III organizer, the Remote Setup dialog appears instead. See “Network Preferences” for more information. 4. Enter the telephone number to access the modem connected to your computer. 5. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box.
apps.bk : apps.fm5 Page 58 Thursday, June 4, 1998 12:54 PM 5. Tap the check boxes to de-select the files and/or applications that you do not want to synchronize during a modem HotSync operation. The default setting is to synchronize all files. Note: Applications that do not have a database (such as games) do not synchronize — even if you select the item in the Conduit Setup dialog. 6. Tap the OK button to close the Conduit Setup dialog and activate your settings for the next modem HotSync operation.
apps.bk : apps.fm5 Page 59 Thursday, June 4, 1998 12:54 PM Conducting HotSync Operation via a Network When you use the Network HotSync software, you can take advantage of the LAN and WAN connectivity available in many office environments.
apps.bk : apps.fm5 Page 60 Thursday, June 4, 1998 12:54 PM 5. Enter a name for the Profile and click the OK button to return to the Profiles dialog. 6. Repeat steps 3 and 4 for each Profile that you want to create, then click the OK button to close the Profiles dialog and return to Palm Desktop. 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.
apps.bk : apps.fm5 Page 61 Thursday, June 4, 1998 12:54 PM Using File Link The File Link feature enables you to synchronize the Address Book and Memo Pad information on your Palm III organizer with a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop and your Palm III organizer. 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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apps.bk : apps.fm5 Page 63 Thursday, June 4, 1998 12:54 PM Chapter 6 Mail The Mail application enables you to manage your e-mail while away from your desk. The key to Mail is that it truly synchronizes the mail in your desktop e-mail application with the mail on your Palm III™ connected organizer. For example, if you delete messages from your Palm™ Mail, your next HotSync® operation also deletes the messages from your desktop email application — so you never have to delete messages twice.
apps.bk : apps.fm5 Page 64 Thursday, June 4, 1998 12:54 PM To set up Mail: 1. Click Start on the Windows desktop to open the Start menu. 2. Point to Programs, point to Palm Desktop, and then click Palm Mail Setup to start the setup procedure. 3. Follow the instructions on the screen to set up your Palm III organizer for use with your desktop e-mail application. To select HotSync options: 1. Click the icon in the Windows System Tray to open the HotSync menu. 2.
apps.bk : apps.fm5 Page 65 Thursday, June 4, 1998 12:54 PM 5. Click one of the following settings: Synchronize the files Synchronizes the mail on your Palm III organizer and your desktop e-mail application. Desktop overwrites handheld Replaces the mail on your Palm III organizer with the mail in your desktop e-mail application. You should use this option only if, for some reason, the two inboxes get out of sync.
apps.bk : apps.fm5 Page 66 Thursday, June 4, 1998 12:54 PM Synchronizing Mail with your E-Mail Application After you have enabled and configured Mail, you need to perform a HotSync operation to synchronize Mail with your desktop e-mail application. For a complete explanation of how to use the HotSync feature, see the “HotSync” chapter. Opening Mail on your Palm III organizer 1. Tap the icon to open the Applications Launcher. 2. Tap the icon to display the Message List screen.
apps.bk : apps.fm5 Page 67 Thursday, June 4, 1998 12:54 PM Messages appear by default in the abbreviated mode. To switch from the abbreviated mode to the full header mode, see “Displaying Full Header Information” later in this chapter. To close a message: ■ Tap the Done button to close the message and return to the Message List. Message Fonts You can modify the way messages appear by changing the font (text) style. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details.
apps.bk : apps.fm5 Page 68 Thursday, June 4, 1998 12:54 PM Creating Messages You create messages with your Palm III organizer the same way you create messages with your desktop e-mail application: you identify the recipient(s) of the message, define a subject and create the body of the message. You create original messages and replies in the New Message screen. All messages must, at the very least, contain information in the To and Subject fields. To create a message: 1.
apps.bk : apps.fm5 Page 69 Thursday, June 4, 1998 12:54 PM Note: Enter the address as if you are entering it from your desktop e-mail application. For example, network users sending a message to a user on the same network do not need to add Internet information, such as @3com.com. 3. To send a carbon copy of this message to additional recipients, tap in the CC field, then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space. 4.
apps.bk : apps.fm5 Page 70 Thursday, June 4, 1998 12:54 PM 3. Select who you want to receive the reply: only the Sender, All recipients and the sender or do you want to Forward the message to someone else. 4. Select whether you want to Include original text and Comment original text. 5. Tap OK to close the Reply Options dialog and display the New Message screen. 6. Enter your reply text. Note: You have several message options including setting the priority. See “Adding Message Details” for details. 7.
apps.bk : apps.fm5 Page 71 Thursday, June 4, 1998 12:54 PM Tap here 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” might scroll to “Sanders,” and writing “sm” might scroll farther to “Smith.” 6. Tap an address to select it. 7. Tap the Add button to enter the address in the To or CC field.
apps.bk : apps.fm5 Page 72 Thursday, June 4, 1998 12:54 PM Adding Message Details Before you send your message, you can attach additional attributes (called message details) to your message, such as a signature block, or flagging the message as high-priority. These features are dependent on the desktop e-mail application you use. If your e-mail application does not support the message detail you select, your Palm III organizer cannot attach that attribute to your message.
apps.bk : apps.fm5 Page 73 Thursday, June 4, 1998 12:54 PM 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap the OK button to confirm your selection and return to the New Message screen. Note: Your Palm III organizer can flag messages 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 message: 1.
apps.bk : apps.fm5 Page 74 Thursday, June 4, 1998 12:54 PM Adding a Signature to Your Message Adding a signature to your message is a two-part process: first, you must create your signature, then you must select the signature option from the Message Detail dialog. To create a signature: 1. Tap the icon to open the Mail menus. 2. Tap Preferences from the Options menu to open the Preferences dialog. Add signature text here 3. Tap in the Signature Text field and enter up to six lines of text. 4.
apps.bk : apps.fm5 Page 75 Thursday, June 4, 1998 12:54 PM Requesting Confirmations To receive a confirmation when your message is read: 1. Tap the Details button in the New Message screen to open the Message Details dialog. 2. Select the Confirm Read check box to request a confirmation when the recipient reads your message. 3. Tap the OK button to confirm your selection and return to the New Message screen. To receive a confirmation when your message is delivered: 1.
apps.bk : apps.fm5 Page 76 Thursday, June 4, 1998 12:54 PM Editing an Unsent Message You can edit or make changes to a message that has not yet been sent, as long as you have not yet performed a HotSync operation. When you edit a message, your Palm III organizer removes the message from the Outbox folder and takes you back to the New Message screen, where you can edit the message and resend it, save it as a draft or cancel it. To retrieve a message: 1.
apps.bk : apps.fm5 Page 77 Thursday, June 4, 1998 12:54 PM Draft Messages There are times when you may not want to immediately send a message you compose — for example, you may want to add additional information before sending it. Your Palm III organizer stores such messages in the Draft folder until you are ready to edit them. When you edit a draft, it becomes a new message again. Note: When you’re creating or editing a message, you can also save a message as a draft by canceling it.
apps.bk : apps.fm5 Page 78 Thursday, June 4, 1998 12:54 PM Filing a Message Your Palm III organizer can store any message 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. However, your Palm III organizer does store a back-up copy of the Filed folder on your computer hard drive. To file a message: 1. Open a message. 2. Tap the icon to open the Mail menus. 3.
apps.bk : apps.fm5 Page 79 Thursday, June 4, 1998 12:54 PM Removing a Message From the Deleted Folder You can reverse the deletion of a message (by removing it from the Deleted folder) as long as you have neither performed a HotSync operation nor purged the contents of the Deleted folder. To remove a message you received from the Deleted folder: 1. In the Message List screen, tap Deleted from the pick list in the upper-right corner to display the contents of the Deleted folder. 2.
apps.bk : apps.fm5 Page 80 Thursday, June 4, 1998 12:54 PM Message List Options Message List Options enable you to manage the way the Message List displays information. Folders Your Palm III organizer provides five different folders, each pertaining to a particular mail category. The Message List displays the messages in the folder you select. Folders provide an efficient way to manage the mail you send and receive. To select a folder: 1.
apps.bk : apps.fm5 Page 81 Thursday, June 4, 1998 12:54 PM Tap Show 2. Select the Show Date check box to show the Date Column. 3. Tap OK to close the Show Options dialog and return to the Message List. Sorting the Message List You can sort the Message List by the date it was sent, by the sender or by the subject. Note: High-priority messages always appear first, no matter how you sort your message list. To sort the Message List: 1. Tap the Show button in the Message List to open the Show Options dialog.
apps.bk : apps.fm5 Page 82 Thursday, June 4, 1998 12:54 PM HotSync Options HotSync Options enable you manage your e-mail more effectively by selecting which messages download when you synchronize your computer and your Palm III organizer. You can define different settings for local and remote synchronization. For example, you may want to download all of your messages during local synchronization and only urgent messages during remote synchronization.
apps.bk : apps.fm5 Page 83 Thursday, June 4, 1998 12:54 PM All During synchronization, all of the messages in your desktop e-mail Inbox synchronize with your Palm III organizer and all messages in your Palm III organizer Outbox are sent to your desktop email application. Send Only During synchronization, only the messages in your Palm III organizer Outbox are sent to your desktop e-mail application where they are sent to their final destination.
apps.bk : apps.fm5 Page 84 Thursday, June 4, 1998 12:54 PM Creating Special Filters You can create special filters to control the type of messages that download to your Palm III organizer during synchronization. Special filters work on the premise of ignoring or retrieving messages that contain specific information in their header fields. To create a special filter, you must decide whether you want to ignore or retrieve certain messages.
apps.bk : apps.fm5 Page 85 Thursday, June 4, 1998 12:54 PM Tap here Select Filter option Ignore Messages Containing Tells your Palm III organizer to exclude the messages that meet the defined criteria and download all other messages during synchronization. In general, this filter downloads more mail during synchronization because it blocks only one defined subset of mail.
apps.bk : apps.fm5 Page 86 Thursday, June 4, 1998 12:54 PM Defining Filter Strings Messages are filtered based on the information contained in their To, From and Subject header fields. The information that defines what your Palm III organizer is looking for is called a filter string. You create a filter string by listing the words you want your Palm III organizer to find and separating them with either a comma or a space.
apps.bk : apps.fm5 Page 87 Thursday, June 4, 1998 12:54 PM Tap here to insert cursor 2. Enter your filter string for the selected header field using commas or spaces to separate the words. Do not add connecting words, 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 Messages.
apps.bk : apps.fm5 Page 88 Thursday, June 4, 1998 12:54 PM High-Priority Messages The Retrieve All High Priority setting lets you retrieve messages marked high-priority, even if those messages would have been blocked by a defined filter. To retrieve high-priority messages: 1. Tap the Filter box in the HotSync Options dialog to display additional filter options. 2. Select the Retrieve All High Priority check box to retrieve all messages marked high-priority. Tap check box 3.
apps.bk : apps.fm5 Page 89 Thursday, June 4, 1998 12:54 PM Tap to select maximum length Tap Truncate 2. Tap to select the truncation setting you want. The values range from 250 characters to 8000 characters. Tip: If you select a low truncation value, you will have more room on your Palm III organizer to store messages. 3. Tap OK to confirm your selection and return to the HotSync Options dialog.
apps.bk : apps.fm5 Page 90 Thursday, June 4, 1998 12:54 PM New Displays the Create Message screen, where you can create a new e-mail message. Save Draft Saves the current message as a draft and moves it to the Draft folder. Your Palm III organizer stores Draft messages until you send or delete them. File Moves the current message to the Filed folder. Your Palm III organizer stores Filed messages until you delete them. Send Moves the current message to the Outbox folder.
apps.bk : apps.fm5 Page 91 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its menu commands vary depending on whether you are creating or editing a message. Message List New Message Font Enables you to adjust the size of the text on the screen. This can make it easier to read the text or to fit more text in the display area.
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apps.bk : apps.fm5 Page 93 Thursday, June 4, 1998 12:54 PM Chapter 7 Memo Pad The Memo Pad provides a place to take notes that are not associated with Date Book, Address Book or To Do items. With the Memo Pad, you can: ■ Take notes or write any kind of message on your Palm III™ connected organizer. ■ Drag and drop memos into popular computer applications like Microsoft Word, when you synchronize using Palm™ Desktop software and HotSync® technology. ■ Assign categories for memos.
apps.bk : apps.fm5 Page 94 Thursday, June 4, 1998 12:54 PM Working With Memos A memo is where you enter, review and modify the individual Memo Pad entries. 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 Palm III organizer. To create a new memo: 1. Open the Memo Pad application. 2. Tap the New button to create a new memo.
apps.bk : apps.fm5 Page 95 Thursday, June 4, 1998 12:54 PM To review the contents of a memo: 1. Tap the text of the memo that appears in the Memo List screen to display the memo on the screen. Tap a memo to review its contents 2. Review or edit the text in the memo. 3. Tap the Done button to save your changes to the memo and return to the Memo List screen. Arranging Memos The Memo Preferences dialog enables you to sort your memos alphabetically or in any order that you want. To select a sort option: 1.
apps.bk : apps.fm5 Page 96 Thursday, June 4, 1998 12:54 PM Manually arranging the Memo List If you choose the Manual option for the Sort by setting, you can manually rearrange the order of the memos in the Memo List screen. When you rearrange your memos, your Palm III organizer renumbers all the memos to reflect the new order. Note: The Manual setting of the Memo Preferences is not transferred to Palm Desktop.
apps.bk : apps.fm5 Page 97 Thursday, June 4, 1998 12:54 PM To mark a memo as private: 1. Tap the memo you want to mark as private to display it on the screen. 2. Tap the Details button to open the Memo Details dialog for that memo. 3. Select the Private check box. 4. Tap the OK button to close the Memo Details dialog and return to the memo screen.
apps.bk : apps.fm5 Page 98 Thursday, June 4, 1998 12:54 PM Memo Pad Menu Commands The Memo Pad includes menu commands to make it fast and easy to perform common file and editing tasks. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all Palm III organizer applications. Record Menu When you select the Record menu, its commands appear on screen. Memo List Memo screen New Memo Creates a new memo.
apps.bk : apps.fm5 Page 99 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its commands appear on screen. Memo List Memo screen Font Opens the Select Font dialog where you can choose a different font (text) style for your Memo Pad entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Go to Top of Page Moves to the top (first) line of the memo. Go to Bottom of Page Moves to the bottom (last) line of the memo.
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apps.bk : apps.fm5 Page 101 Thursday, June 4, 1998 12:54 PM Chapter 8 Preferences The Preferences screens enable you to customize the configuration options on your Palm III™ connected organizer. With the Preferences screens, you can: ■ Set the current date and time, the auto shut-off interval, and the system, alarm and game sounds. ■ Set the display format for dates, times and numbers. ■ Configure your Palm III organizer for use with a modem.
apps.bk : apps.fm5 Page 102 Thursday, June 4, 1998 12:54 PM Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the Palm III organizer. For example, if you find that you seldom use the To Do List application and often use the Expense application, you can assign the To Do List button to start the Expense application.
apps.bk : apps.fm5 Page 103 Thursday, June 4, 1998 12:54 PM Drag to top of screen To change the Pen preferences: 1. Tap the Pen button in the Buttons Preferences screen to open the Pen dialog. 2. Tap the pick list and select one of the following settings for the fullscreen pen stroke: Backlight Activates the backlight feature of the PalmPilot™ Personal, PalmPilot Professional Edition and Palm III organizer. You can use this setting instead of the power button to turn the backlight on and off.
apps.bk : apps.fm5 Page 104 Thursday, June 4, 1998 12:54 PM Turn Off & Lock Turns off and locks the Palm III organizer. You must assign a password to lock the Palm III organizer. When locked, you need to enter the password to use your Palm III organizer. Beam Data Beams the current entry to another 3Com® connected organizer. 3. Tap the OK button to complete your selection and return to the Buttons Preferences screen.
apps.bk : apps.fm5 Page 105 Thursday, June 4, 1998 12:54 PM Digitizer Preferences The Digitizer Preferences screen activates the digitizer calibration screen. This is the same screen that appears when you start your Palm III organizer for the first time. A complete description of how to use the digitizer calibration screen appears in the “Calibrating the Screen” section in the Basic Handbook for the Palm III Organizer.
apps.bk : apps.fm5 Page 106 Thursday, June 4, 1998 12:54 PM 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 Palm III organizer. To select the Time, Date, Week start and Numbers format: 1. Tap the Time pick list in the Formats Preferences screen, and select the format that you want for your Palm III organizer. 2.
apps.bk : apps.fm5 Page 107 Thursday, June 4, 1998 12:54 PM 2. Tap the up or down arrows to change the number for the hour. 3. Tap the minutes numbers, and then tap the arrows to adjust the settings for the current time. 4. Tap the AM or PM box to select the time of day. Note: Your Palm III organizer can also display time based on a 24-hour clock. See the “Formats Preferences” section in this chapter. 5. Tap the OK button to close the Set Time dialog and return to the General Preferences screen.
apps.bk : apps.fm5 Page 108 Thursday, June 4, 1998 12:54 PM Auto-Off Delay Your Palm III organizer 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 Palm III organizer. If you find that your Palm III organizer shuts itself off before you finish reviewing the information on the screen, you should increase the time setting of the automatic shutoff feature.
apps.bk : apps.fm5 Page 109 Thursday, June 4, 1998 12:54 PM Modem Preferences The Modem Preferences screen enables you to define the settings for a modem directly connected to the Palm III organizer. These settings are for Palm applications that activate and use a modem. To define the Modem Preferences: 1. Tap the TouchTone or Rotary box in the Modem Preferences screen. Note: Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing. 2.
apps.bk : apps.fm5 Page 110 Thursday, June 4, 1998 12:54 PM Network Preferences and Palm TCP/IP Software The Network Preferences settings enable you to use the Palm TCP/IP software that comes with your Palm III organizer 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.
apps.bk : apps.fm5 Page 111 Thursday, June 4, 1998 12:54 PM To select a service: 1. Tap the Service pick list in the Network Preference screen to display a listing of all the predefined service templates. Tap here to display a list of service templates 2. Tap the service you want to use. Entering a User Name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server.
apps.bk : apps.fm5 Page 112 Thursday, June 4, 1998 12:54 PM Entering a Password The Password field identifies the password you use to log into your server or ISP. Your entry in this field determines whether your Palm III organizer prompts you to enter a password each time you log into your network. If you do not enter a password, your Palm III organizer displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
apps.bk : apps.fm5 Page 113 Thursday, June 4, 1998 12:54 PM Adding Telephone Settings When you select the Phone field, your Palm III organizer opens a dialog where you define the telephone number you use to connect with your ISP or dial-in server. In addition, you use this dialog to define a prefix, disable Call Waiting and give special instructions for using a calling card. Note: The phone setup dialog works correctly for AT&T and Sprint long-distance services.
apps.bk : apps.fm5 Page 114 Thursday, June 4, 1998 12:54 PM 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. Select the Dial Prefix check box to activate this feature. Select this box if you need to use a prefix Enter your prefix here 2. Enter the prefix you need on the Prefix line. 3.
apps.bk : apps.fm5 Page 115 Thursday, June 4, 1998 12:54 PM 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 to confirm your selection and return to the Network Preferences screen. Using a Calling Card The Use Calling Card field enables you to use your calling card when dialing your ISP or Intranet server.
apps.bk : apps.fm5 Page 116 Thursday, June 4, 1998 12:54 PM Connecting to your Service After you set your Modem and Network Preferences, establishing a connection to your ISP or dial-in server is easy. Remember that you need a third-party application, such as a web browser or news reader, to take advantage of this connection. Check the Palm website (http://www.palm.com) for the latest information about third-party applications that support Palm TCP/IP.
apps.bk : apps.fm5 Page 117 Thursday, June 4, 1998 12:54 PM Adding Detailed Information to a Service Template If you are using one of the predefined service templates, you will probably only need to enter your user name and telephone number. If you are creating a new Service Templates, you may need to provide additional information to your ISP or dial-in server. You use the Details dialog to add additional information to a selected service template. To select a connection type: 1.
apps.bk : apps.fm5 Page 118 Thursday, June 4, 1998 12:54 PM To set the Idle Timeout: 1. Tap the Idle Timeout pick list and select one of the following options: Immediate Your Palm III organizer drops the connection to your ISP immediately when you switch to another application. 1 minute Your Palm III organizer waits one minute for you to open another application before it drops the connection.
apps.bk : apps.fm5 Page 119 Thursday, June 4, 1998 12:54 PM To enter a primary and secondary DNS: 1. Select the Query DNS check box. 2. Tap the space to the left of the first period in the Primary DNS field, then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap the second section of the Primary DNS field, then enter the second section of the IP address. 4. Tap the third section of the Primary DNS, then enter the third section of the IP address. 5.
apps.bk : apps.fm5 Page 120 Thursday, June 4, 1998 12:54 PM To enter a permanent IP address: 1. Clear the IP Address check box to disable this option 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.
apps.bk : apps.fm5 Page 121 Thursday, June 4, 1998 12:54 PM 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 Palm III organizer to wait for specific characters from the TCP/IP server before executing the next command. Send Transmits specific characters to the TCP/ IP server to which you are connecting.
apps.bk : apps.fm5 Page 122 Thursday, June 4, 1998 12:54 PM 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 in the Network Preference screen to open a list of available service templates. 2. Tap the service you want to delete. 3. Tap the screen. icon to open the menus for the Network Preferences 4. Tap Delete from the Service menu to display the Delete Service alert.
apps.bk : apps.fm5 Page 123 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its command appears on screen: View Log Displays the Network Log screen TCP/IP Troubleshooting If you are having a problem establishing a network connection using Palm 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.
apps.bk : apps.fm5 Page 124 Thursday, June 4, 1998 12:54 PM 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. However, when you try to use an application or look up information, 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.
apps.bk : apps.fm5 Page 125 Thursday, June 4, 1998 12:54 PM To unlock the Owner Preferences screen: 1. Tap the Unlock button in the Owner Preferences screen to open the Unlock Message dialog. 2. Enter the password that you defined in the Security application, and tap the OK button. ShortCuts Preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti. This section describes how to create, edit and delete a shortcut.
apps.bk : apps.fm5 Page 126 Thursday, June 4, 1998 12:54 PM 4. Tap the OK button to close the ShortCut Entry dialog and define your ShortCut. 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.
apps.bk : apps.fm5 Page 127 Thursday, June 4, 1998 12:54 PM Chapter 9 Security Your Palm III™ connected organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect. With the Security application you can: ■ Hide record entries you mark as “Private.” You can hide private entries with or without a password. Without a password, private entries are hidden until you set the Security application to show them.
apps.bk : apps.fm5 Page 128 Thursday, June 4, 1998 12:54 PM Assigning a Password You can assign a password to protect your private entries and to lock your Palm III organizer. To assign a password: 1. Tap the Password box in the Security screen to open the Password dialog. Tap here 2. Enter the password that you want for your Palm III organizer. 3. Tap the OK button to open a confirmation dialog. 4.
apps.bk : apps.fm5 Page 129 Thursday, June 4, 1998 12:54 PM Hiding Private Entries You can hide the entries that you mark as private. If you assign a password, you must enter it to show entries you mark as private. Note that your Palm III organizer merely hides the entries; it does not delete them. To hide Private entries: 1. Tap the Hide box in the Security screen to open the Hide Records dialog. Tap here 2. Tap the Hide box to hide entries you mark Private and to close the Hide Records dialog.
apps.bk : apps.fm5 Page 130 Thursday, June 4, 1998 12:54 PM Showing Private Entries After you hide Private entries, you can use the Security application to display them again. To show Private entries: 1. Tap the Show box in the Security screen. If you did not assign a password, your Private entries should be visible. If you did assign a password, the Show Private Records dialog appears. Tap here 2. Enter your password. 3.
apps.bk : apps.fm5 Page 131 Thursday, June 4, 1998 12:54 PM To lock your Palm III organizer with a password: 1. Use the HotSync application to synchronize the data between your Palm III organizer and your computer. See “HotSync” for information about how to use the HotSync application. 2. Assign a password as described in “Assigning a Password” earlier in this chapter. 3. Tap the Turn Off & Lock Device button in the Security screen to open the System Lockout dialog. Tap here 4.
apps.bk : apps.fm5 Page 132 Thursday, June 4, 1998 12:54 PM Tap here 2. Enter the current password. 3. Tap the OK button to open a dialog that prompts you for a new password. 4. To change the password, enter the new password and tap the OK button. To delete the password, tap the Delete button. Recovering from a Forgotten Password If you forget your password, you can delete the password from your Palm III organizer. Deleting a forgotten password also deletes all entries and files marked as Private.
apps.bk : apps.fm5 Page 133 Thursday, June 4, 1998 12:54 PM Chapter 10 To Do List The To Do List is a convenient place to create reminders and prioritize the things that you have to do. With the To Do List, you can: ■ 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 a category for any, or all of your To Do items. You can then view your To Do List based on category (Business, Personal, etc.).
apps.bk : apps.fm5 Page 134 Thursday, June 4, 1998 12:54 PM Working With To Do Items A To Do item is a reminder of some task that you have to complete. Your Palm III organizer gives you control over the appearance, level of detail and the sort order of To Do items. To create a To Do item: 1. Tap the New button in the To Do List screen to add an item to the list. New To Do item Tap New 2. Enter the text you want to appear in the To Do item. The text can be longer than one line. 3.
apps.bk : apps.fm5 Page 135 Thursday, June 4, 1998 12:54 PM To set a Priority level for a To Do item: 1. Tap the Priority number on the left side of the To Do item to open the Priority pick list. Tap here Tap to select priority 2. Tap the Priority number that you want to set for the To Do item (1 is most important and 5 is least important). Note: You can also change the Priority setting for a To Do item with the To Do Details dialog described later in this chapter.
apps.bk : apps.fm5 Page 136 Thursday, June 4, 1998 12:54 PM To Do Item Details The To Do Item Details dialog enables you to change individual To Do item settings. To activate the To Do Item Details dialog: 1. Tap anywhere on the text of a To Do item in the To Do List screen. 2. Tap the Details button to open the To Do Item Details dialog. The following sections describe the features and settings that are available in the To Do Item Details dialog.
apps.bk : apps.fm5 Page 137 Thursday, June 4, 1998 12:54 PM 2. Tap the Due Date that you want to assign the To Do item. The following choices are available: 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 To Do item. Choose date Opens the Due Date dialog where you can chose any due date that you want for the To Do item. 3.
apps.bk : apps.fm5 Page 138 Thursday, June 4, 1998 12:54 PM To Do Show Options The Show Options dialog enables you to control the appearance of the To Do List application. To change the Show Options settings: 1. Tap the Show button in the To Do List screen to open the To Do Preferences dialog. 2.
apps.bk : apps.fm5 Page 139 Thursday, June 4, 1998 12:54 PM Record Completion Date Replaces the due date with the completion date when you complete (check) the item. If you do not assign a due date to an item, the completion date still records when you complete the item. Show Due Dates Displays the due dates associated with To Do items in the To Do List screen, and displays an exclamation mark next to incomplete To Do items after the due date passes.
apps.bk : apps.fm5 Page 140 Thursday, June 4, 1998 12:54 PM Note: By default your Palm III organizer removes the item from the To Do list, but retains a copy of the item and transfers it to an archive file on your computer the next time you perform a HotSync® operation. To remove the event completely, clear the Save archive copy on PC check box. Attach Note Opens the To Do Note dialog where you can create a note for the current To Do item.
apps.bk : apps.fm5 Page 141 Thursday, June 4, 1998 12:54 PM Options Menu When you select the Options menu, its commands appears on screen. Font Displays the Select Font dialog where you can choose a different font (text) style for your Address Book entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Phone Lookup Activates the Phone Lookup feature, which is described in “Using Phone Lookup” in the Basic Handbook for the Palm III Organizer.
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apps.bk : apps.fm5 Page 143 Thursday, June 4, 1998 12:54 PM Appendix A Expense Templates This appendix provides illustrations of the four expense templates that come with the Palm™ Desktop software. You may use or modify any of these templates when creating expense reports with data from the Expense application.
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apps.bk : apps.fm5 Page 147 Thursday, June 4, 1998 12:54 PM Appendix B 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.
apps.bk : apps.fm5 Page 148 Thursday, June 4, 1998 12:54 PM Customizing Existing Sample Templates Four sample Expense Report templates come with Palm Desktop. These templates are stored in the Templates folder (which is in the same folder as the Palm Desktop 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.
apps.bk : apps.fm5 Page 149 Thursday, June 4, 1998 12:54 PM 4. Choose Save As from the File menu to open the Save As dialog. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Templates folder (in the Palm Desktop 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 .
apps.bk : apps.fm5 Page 150 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 151 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 152 Thursday, June 4, 1998 12:54 PM All rows associated with template are selected 4. Choose Copy from the Edit menu. 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. Choose Paste from the Edit menu. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file. 7. Name the table.
apps.bk : apps.fm5 Page 153 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 154 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 155 Thursday, June 4, 1998 12:54 PM 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.
apps.bk : apps.fm5 Page 156 Thursday, June 4, 1998 12:54 PM Using Applications Other Than Microsoft Excel You can use applications other than Microsoft Excel (such as Lotus 12-3 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 Palm III organizer user data. Expense data in the Expense.txt file is in tab-delimited format. Expense File Details The Expense.
apps.bk : apps.fm5 Page 157 Thursday, June 4, 1998 12:54 PM Appendix C 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.
apps.bk : apps.fm5 Page 158 Thursday, June 4, 1998 12:54 PM 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 158 Applications Handbook for the Palm III Organizer
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