Handbook for the Palm III™ Organizer
Copyright Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Palm Modem, Graffiti, and HotSync are registered trademarks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing Platform logo, the Palm III logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners.
Contents About This Book ......................................................................................... 1 Chapter 1: Introduction to Your Palm III™ Organizer Getting to know your Palm III organizer ..........................................3 What is a Palm III organizer? ..........................................................3 System requirements ........................................................................4 Upgrade information .......................................................
Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 38 Choosing preferences ................
Calculator .........................................................................................97 Expense .............................................................................................99 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk .........................109 Setting up Mail on the desktop ...................................................110 Synchronizing Mail with your E-Mail application ..................
Digitizer preferences ........................................................................ 152 Formats preferences ......................................................................... 152 Country default ............................................................................. 153 Time, date, week start, and numbers formats .......................... 153 General preferences .......................................................................... 154 Auto-off delay ............................
Appendix C: Creating a Custom Expense Report About mapping tables ......................................................................193 Customizing existing sample templates ........................................194 Determining the layout of the Expense Report.............................195 Labels ..............................................................................................195 Sections ...........................................................................................
Page viii Handbook for the Palm III™ Organizer
About This Book Welcome to the Palm III™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm III organizer and the applications that come with it.
Page 2 About This Book
Chapter 1 Introduction to Your Palm III™ Organizer This chapter explains the physical buttons and controls on your Palm III™ connected organizer, how to use your Palm III organizer for the first time, and how to use HotSync® technology to synchronize your Palm III organizer and Palm™ Desktop organizer software.
System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements ■ Windows 95, Windows 98, or Windows NT 4.0 ■ IBM-compatible 486 computer or higher ■ 8 MB RAM (memory) minimum, 16 MB recommended (required with Windows NT 4.
Palm III components Locating front panel controls Screen Graffiti writing area Application buttons Scroll button Power button, Backlight control Palm III organizer screen Displays the applications and information stored in your Palm III organizer. 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.
Scroll button Displays text and other information that extends beyond the area of the Palm III organizer screen. Pressing the lower half of the scroll button scrolls down to view information below the viewing area, and pressing the upper half of the button scrolls up to view the information above the viewing area. Power button Turns your Palm III organizer on or off and controls the backlight feature.
Protective flip cover The cover protects the Palm III organizer screen when it is not in use and helps reduce glare while you use your Palm III organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the Palm III organizer. To reattach the cover, reinsert the pegs in the holes.
Locating back panel components IR port Stylus Reset button Contrast control Battery door Serial (COM) port door Stylus Slides in and out of the slot in the back panel of the organizer. 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 Computing® connected organizers. See “Beaming information” in Chapter 5 for more information.
Installing the batteries To use your Palm III organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. 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 organizer. Press tab to open battery door 2. Install the two AAA alkaline batteries supplied with your organizer into the battery compartment.
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 organizer screen is the basic action that gets things done on your organizer. The first time you start your Palm III organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
Elements of the organizer 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 .
Previous/next arrows Scroll bar 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 upper and lower portions of the scroll button on the front panel of the organizer.
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 Palm III organizer, tap the scroll bar to see all of your applications. Tip: To find an application quickly, you can write the Graffiti character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories.
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.
Draw the Command stroke anywhere in the Graffiti area, and immediately write the corresponding command letter in the Graffiti letter area. When you draw the Command stroke, the word “Command” appears just above the Graffiti writing area to indicate that you are in Command mode. Command For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.
Onscreen keyboard When you create or edit a record in an application such as Address Book, 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.
Write letters here Write numbers here Division marks Your Palm III organizer 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. To open Memo Pad: 1. Press the Memo Pad application button . 2. Tap New.
Using Palm Desktop software If you have new records you want to add to your Palm III organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your organizer with your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for more information.
Customizing your organizer You can customize your organizer by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your organizer to work with a modem or network. See Chapter 7 for more information on customizing your organizer. To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3.
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. Palm Desktop organizer software Palm Desktop software includes the same main applications as your Palm III organizer: Address Book, Date Book, To Do List, Memo Pad, Expense, and desktop e-mail connectivity.
■ 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 Book, To Do List, and Memo Pad information on any printer. Connecting the cradle The cradle that comes with your Palm III organizer enables you to synchronize the information on your Palm III organizer with the Palm Desktop software using HotSync technology. To connect the cradle: 1.
software, and store the original diskettes in a safe place. Refer to your computer’s manual or operating system documentation if you need information about locking or copying diskettes. ■ 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.
Chapter 2 Entering Data in Your Palm III™ Organizer This chapter explains how to enter data into your Palm III™ organizer, by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from 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.
■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your organizer 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.
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 organizer 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.
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 26 Strokes tap twice Entering Data in Your Palm III™ Organizer
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).
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.
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 organizer: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the scree
, + ± X : = , ,, c Y = ƒ ∅ . ? ! ,, • 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.
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 Book only) Next Field (Address Book only) Open Address Record (Address Book 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.
Your organizer 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 Page 32 Entering Data in Your Palm III™ Organizer
Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. 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.
Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the data to your Palm III organizer 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 organizer. Palm Desktop software can import data in the following file formats: ■ Comma delimited (.csv, .
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 organizer, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
Page 36 Entering Data in Your Palm III™ Organizer
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Palm III™ organizer, 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 Palm III organizer is equipped with a variety of applications.
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.
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.
Installing and removing applications This section explains how to install and remove applications on your Palm III organizer and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your Palm III organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use. You can also install additional applications on your organizer, such as games and other software.
3. Click Install. Tip: You can also access the Install Tool dialog 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 Palm III organizer.
5. Click Add. 6. Select the application(s) that you want to install on your organizer. 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.
Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your organizer. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your organizer. To remove an add-on application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Delete. 4.
Security Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: ■ Turn off and lock your organizer so that it does not operate until you enter the correct password. ■ Hide records that you mark as private. You can hide private records with or without a password. Without a password, private records are hidden until you set the Security application to show them.
Changing or deleting a password Once you define a password for your organizer, 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.
To lock your organizer with a password: 1. Perform a HotSync operation to synchronize the data between your organizer and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data. 2. Assign a password. 3. Tap Turn Off & Lock Device. Tap Off and Lock 4. Tap Off & Lock. 5. To start your organizer, turn it on, and then enter the password.
Chapter 4 Using Your Basic Applications Your Palm III™ organizer includes these basic applications: ■ Date Book ■ Address Book ■ To Do List ■ Memo Pad ■ Calculator ■ Expense This chapter is divided into three sections: ■ “Overview of basic applications” briefly describes each application and explains how to open it. ■ “Common tasks” gives instructions on how to do tasks that you can do in most or all of the basic applications.
Overview of basic applications 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.
Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: ■ 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. ■ Define which phone number appears in the Address List for each Address Book entry.
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 List items. ■ Assign To Do List items to categories so that you can organize and view them in logical groups. ■ Sort your To Do List items either by due date, priority level, or category.
Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: ■ Take notes or write any kind of message on your connected organizer. ■ 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.
■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: ■ Tap the Calculator icon next to the Graffiti® writing area. Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend.
Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book 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, Address Book, 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.
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 (in black).
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. 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.
Purging records Over time, as you use Date Book, 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, and To Do List items that you marked as completed remain in the list, as do Expense items. All these outdated records take up memory on your organizer, so it’s a good idea to remove them by using Purge.
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 by connecting your organizer directly to your computer with the cradle or indirectly with a modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network.
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 Note: on the cradle. If you are using an optional Hotsync cable instead of a cradle, click the HotSync Manager icon in the Windows system tray and select Local from the menu.
Categorizing records Categorize records in the Address Book, 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 organizer automatically places it in the category that is currently displayed. If the category is All, your organizer assigns it to the Unfiled category.
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 organizer toggles through all the categories of that application. To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Tap here 2. Tap Edit Categories. 3. Tap New.
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. 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.
To look up an Address Book record: 1. Display the Address List screen. 2. Enter the first letter of the name you want to find. 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.
As your organizer 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 organizer 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.
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.
3. Tap Who. Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book 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. 8. Tap OK. Sorting lists of records You can sort lists of records in various ways, depending on the application.
3. Tap Options, and then tap Preferences. Address Book: Memo Pad: 4. Do one of the following: Address Book: 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 organizer, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld.
To hide private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap Hide. Tap Hide 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 4. Tap Show 4. Enter your password, and then tap Show.
To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location. To attach a note to a record: 1. Display the entry to which you want to add a note. 2.
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.
Application-specific tasks 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.
2. Enter a description of the event. You can enter up to 255 characters. 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.
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 button on the front panel of your organizer to move forward or backward one day at a time.
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.
Rescheduling an event You can easily make changes to your schedule with your organizer. 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.
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.
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.
To display the current time: ■ Tap the date in the date bar to display the current time. After a few seconds, the date reappears. Tap the date Current time displays 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.
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.
Event conflicts 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.
Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
Display Options Page 82 Allows you to change Date Book’s appearance and which events display. ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. ■ 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.
Preferences About Date Book Chapter 4 ■ 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.
Address Book Address Book is the application in which you store name and address information about people or businesses. Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your organizer, or you can use Palm Desktop software to create entries on your computer and then download the entries to your organizer with your next HotSync operation.
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.
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: Show in List Select which type of phone or other information appears in the Address List screen.
Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen. Record menus Address List Address View Options menus Address List Address View Preferences ■ Chapter 4 Remember last 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.
To Do List A To Do List 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 List item: 1. Press the To Do List application button organizer to display the To Do List. on the front of your 2. Tap New. New To Do item Tap New 3. Enter the text of the To Do List item. The text can be longer than one line. 4. Tap anywhere onscreen to deselect the To Do List item.
To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. 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 List item You can check off a To Do List item to indicate that you’ve completed it. You can set the To Do List to record the date that you complete the To Do List item, and you can choose to show or hide completed items. See “To Do Show Options” later in this chapter.
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 List 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 List 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.
To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Items Displays your completed items in the To Do List. 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.
Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Show Priorities Shows the priority setting for each item. Show Categories Shows the category for each item. 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 book are described here.
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 organizer. A record in Memo Pad is called a “memo.” To create a new memo: 1. Press the Memo Pad application button organizer 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.
To review a memo: 1. In the Memo List, tap the text of the memo. 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 book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo List or an individual memo.
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. Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Pad Shows version information for Memo Pad.
Calculator 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. Toggles the current number between a negative and positive value.
3. After you finish reviewing the calculations, tap OK. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menus About Calculator Page 98 Shows version information for Calculator.
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 Expense. 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.
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 of the Expense item. 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.
3. Select any of the following options: Category See “Categorizing records” earlier in this chapter. 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.
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.
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.
Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates. Microsoft Excel is not included with the Palm III organizer 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.
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.
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.
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.
Options menu Preferences About Expense Page 108 ■ 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.
Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm III™ organizer that help you stay organized. This chapter describes the features that help you stay connected. ■ Managing desktop E-Mail: Using your organizer, you can read, reply to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk.
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 organizer retrieves from your desktop E-mail application. ■ Use your organizer in its cradle to send and retrieve e-mail items from your desktop E-Mail application.
To select HotSync options: in the Windows system tray (bottom1. Click the HotSync icon right 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 organizer and your desktop E-Mail application.
Tip: To turn off Mail, select Do Nothing and then select the Set As Default check box. 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.
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.
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.
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.
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 Book. To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Tap Lookup. 4.
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 organizer 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.
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 organizer 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.
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.
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.
To retrieve an e-mail item: 1. In the Message List, tap Outbox from the pick list in the upperright 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. 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 organizer stores such e-mail items in the Draft folder until you are ready to edit them again.
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.
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 organizer stores deleted e-mail in the Deleted folder until you perform the next HotSync operation.
Purging deleted e-mail Because your organizer 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.
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. 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.
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 organizer. 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.
Filter During synchronization, all e-mail items in your organizer Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your organizer. 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.
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.
Retrieve Only Msgs Containing Tells your organizer 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.
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.
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. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your organizer. By default, this Truncate value is 4,000 characters.
Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List. Message List New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e-mail item.
Beaming information Your Palm III organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing connected organizer that’s close by and also has an IR port. The IR port is located at the top of the organizer, behind the small dark shield.
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer. 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.
Chapter 6 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm Computing® connected organizers and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm III™ organizer and Palm Desktop software either directly, by placing your organizer in the cradle attached to your computer, or indirectly, with a modem or network.
Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer. With this option, the HotSync Manager synchronizes data even when 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.
Serial Port Identifies the port that Palm Desktop software uses to communicate with the cradle. This selection should match the number of the port to which you connected the cradle. Note: Your organizer cannot share this port with an internal modem or other device. See “Palm III components” in Chapter 1 if you have trouble identifying the serial port. Speed Determines the speed at which data is transferred between your organizer and Palm Desktop software.
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 organizer and Palm Desktop software. In general, you should leave the settings to synchronize all files.
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.
Conducting a HotSync operation via modem You can use a modem, such as the Palm Modem® accessory, to synchronize your organizer 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.
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 organizer to find and use the fastest speed. Modem Identifies the modem type or manufacturer. Refer to your modem manual or face plate for its type or settings.
To prepare your organizer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. 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. 4. Enter the telephone number to access the modem connected to your computer. 5.
Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your organizer enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize data with a Palm 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.
Performing a HotSync operation via a modem After you prepare your computer and your organizer, 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 complete. If you have any problems conducting a successful HotSync operation, see Appendix B.
To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon Tip: in the Windows system tray. The Windows system tray is usually in the lower-right corner on your computer display. The location may vary depending on the location of the taskbar and the version of Windows you are using. 2. From the HotSync Manager menu, choose Network. 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.
To prepare your organizer for a network HotSync operation: 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: For more information on the Network HotSync feature, see the web site http://www.palm.com. See “Network preferences and TCP/IP software” in Chapter 7 for information on configuring Network HotSync preferences.
Creating a user profile If you use the File Link feature to configure several Palm Computing connected organizers 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 an organizer 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 organizer. To create a user profile: 1.
To use a profile for the first-time HotSync operation: 1. Place the new organizer 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 organizer, and click OK. 5. Click Yes to transfer all the profile data to the organizer. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the organizer.
Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm III™ organizer. In the Preferences screens, you can do the following: General Set the current date and time, the auto shut-off interval, the Beam Receive feature, and the system, alarm, and game sounds. Formats Set the country default and the formats for dates, times, calendar, and numbers.
Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the organizer. 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.
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 organizer. 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 organizer. You must assign a password to lock the organizer.
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 Palm Modem accessory. 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.
Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your organizer. 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. All your organizer applications use the Country default settings. You can, however, customize your own preferences.
General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your organizer. See Chapter 1 for information on setting the time and date. Auto-off delay Your 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 organizer.
System, alarm, and game sounds Your organizer 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.
Modem preferences The Modem Preferences screen enables you to define the settings for a modem that is directly connected to your organizer. These settings are for applications that activate and use the modem. Note: You can purchase a Palm Modem accessory for use with your organizer. See http://www.palm.com. To define the Modem preferences: 1. Tap TouchTone or Rotary. Note: Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing. 2.
Network preferences and TCP/IP software The Network Preferences settings enable you to use the TCP/IP software that is included in the 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.
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. 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.
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 organizer prompts you to enter a password each time you log into your network: ■ If you do not enter a password, your organizer displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
Adding telephone settings When you select the Phone field, your organizer 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.
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. 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.
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. To use a calling card: 1. Tap the Use calling card check box to select it.
Connecting to your service After you set your Modem 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 http://www.palm.com.
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 3.
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 organizer (or until it times out). This option works best with the Palm Modem accessory. 2. 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.
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.
Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen. Send Password Transmits the password entered in the Password field of the Network Preferences screen. If you did not enter a password, this command prompts you to enter one. The Password command is usually followed by a Send CR command. Delay Tells your organizer to wait a specific number of seconds before executing the next command in the login script.
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.
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.
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 organizer. If you use the Security application to turn off and lock your organizer with a password, information that you put in the Owner Preferences displays the next time you turn on your organizer. See Chapter 1 for more information.
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.
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.
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Appendix A Maintaining Your Organizer This chapter provides information on the following: ■ Proper care of your organizer ■ Prolonging battery life ■ Resetting your organizer Caring for your organizer Your organizer is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your organizer: ■ Take care not to scratch the screen of your organizer. Keep the screen clean.
Battery considerations Please note the following considerations when replacing the batteries in your organizer: ■ Under normal conditions, your organizer 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 organizer off after a period of inactivity. See “General preferences” in Chapter 7 for more information.
Resetting your organizer Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your organizer may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your organizer running again. Performing a soft reset A soft reset tells your organizer to stop what it’s doing and start over again. All records and entries stored in your organizer are retained with a soft reset.
Performing a hard reset With a hard reset, all records and entries stored in your organizer 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 organizer. 2.
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.
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Appendix B Frequently Asked Questions If you encounter a problem with your Palm III™ organizer, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ The README file and HelpNotes located in the folder where you installed the Palm™ Desktop software on your computer (or on your installation CD or diskettes) ■ The Palm Desktop online Help ■ The most recent Palm III organizer HelpNotes on your regional web site
Operating problems Problem Solution My organizer won’t turn on. Try each of these in turn: ■ Adjust the contrast control. ■ Make sure the batteries are installed properly. ■ Replace the batteries. If your organizer still does not operate, try a soft 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.
My organizer is not making any sounds. Check the System Sound setting. See “General preferences” in Chapter 7. My organizer has frozen. Perform a soft reset. See “Resetting your organizer” in Appendix A. I don’t see anything on my organizer’s screen. ■ ■ Change the contrast settings. Replace the batteries. 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 7.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your organizer 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 7 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.
HotSync problems Problem Solution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? ■ 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, choose Setup and click the Local tab. Check that the Serial Port setting displays the correct COM port where your cradle is attached. ■ Make sure the cradle is connected securely.
I tried to do a local HotSync operation, but it did not complete successfully. Try each of these in turn: ■ Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it. ■ Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu. ■ Check the cable connection between the cradle and the serial port on your computer. ■ Make sure you selected the correct serial port on the Local tab in the Setup dialog.
I tried to do a modem HotSync operation, but it did not complete successfully. 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. Make sure the modem you are using with your organizer has an on-off switch.
I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Page 188 Check the following on your organizer: ■ 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 organizer and entered the correct code.
Beaming problems Problem Solution I cannot beam data to another Palm Computing connected organizer. ■ Confirm that your organizer and the other Palm III organizer 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 Computing connected organizers may be different. ■ Move your organizer closer to the receiving device. ■ Perform a soft reset.
Password problems Problem Solution I forgot the password, and my organizer is not locked. You can use Security to delete the password. If you do this, your organizer 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.
Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and isolate the problem.
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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.
the Excel macro how large the spreadsheet is and provides the datacell layout of the Excel template used for the Expense Report. 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).
change “Snack” to “Munchies,” and then all items entered on your organizer as “Snack” map to the cell(s) labeled “Munchies.” 4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). Note: If you do not 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.
Examples of both Fixed and Variable labels appear in the sample expense templates. Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections.
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.
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 organizer. 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.
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.
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 organizer data will be placed. # of Columns Represents the total number of columns in the Section, excluding any header or total columns.
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.
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).
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.
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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.
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 206 Non-ASCII Characters for Login Scripts
Warranty and Other Product Information Limited warranty HARDWARE: Palm Computing, Inc., a subsidiary of 3Com Corporation (collectively "3Com"), warrants to the original end user ("Customer") that this product will be free from defects in workmanship and materials, under normal use, for one year from the date of original purchase from 3Com or its authorized reseller.
YEAR 2000 WARRANTY: In addition to the Hardware Warranty and Software Warranty stated above, 3Com warrants that the following date-data sensitive Palm Computing® products, namely the Pilot 1000, Pilot 5000, PalmPilot™ Personal Edition, PalmPilot Professional Edition, and Palm III™ connected organizers, as well as all other 3Com products based on the Palm Computing platform software as of July 1, 1998 and later, including the companion desktop software for Microsoft® Windows® and MAC OS™ platforms, will cont
Products or parts shipped by Customer to 3Com must be sent prepaid and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package. When an advance exchange is provided and Customer fails to return the original product or part to 3Com within thirty (30) days from the date the warranty service authorization is issued, 3Com will charge Customer the then-current published catalogue price of such product or part.
DISCLAIMER: Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for personal injury, so the above limitations and exclusions may be limited in their application to you. When the implied warranties are not allowed to be excluded in their entirety, they will be limited to the duration of the applicable written warranty.
Notwithstanding any other provision of this License Agreement, this License Agreement shall not be deemed to apply to the Adobe® Acrobat ® Reader software or any other applications software licensed to you by third parties that is included on the same media as 3Com's Software ("Other Software") if the Other Software provides that the use of the Other Software is subject to the terms and conditions of the third party's license agreement.
TERM AND TERMINATION: This License Agreement is effective until terminated. You may terminate it at any time by destroying the Software and documentation together with all copies and merged portions in any form. It will also terminate immediately if you fail to comply with any term or condition of this License Agreement. Upon such termination you agree to destroy the Software and documentation, together with all copies and merged portions in any form.
FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Note: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
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Index A ABA (Address Book archive file) 34 Accented characters Graffiti writing 30 onscreen keyboard 33 Add-on applications 40–43 Address Book *If Found Call* entry 85 adding custom fields 88 archive files (.
C Calculator buttons explained 97 memory 97 opening 52 overview 51 recent calculations 52, 97 Calibration 10, 152, 183 Call Waiting, disabling 142, 161 Calling card, using in phone settings 142, 162 Capital letters (Graffiti writing) 27 Caring for the organizer 175 Categories application 37–38 assigning records to 59 beaming 133–134 creating 60–61 default 59 displaying 60, 87, 184 folders for e-mail 124 merging 62 renaming 61 using in Applications Launcher 38 cc:Mail 110 Chain calculations 97 Characters, Gr
Date Book adding Address Book data to records 64–65 alarm 75 archive files (.
E-mail items. See Mail Entering data 15–18 importing from other applications 34–35 problems with 183 using Graffiti writing 23–32 using the computer keyboard 33 using the onscreen keyboard 33 Entries. See Address Book Eudora 110 Events. See Date Book Excel, transferring Expense data to 104–107 Exchange 110 Exchanging data.
Help Graffiti 55 online tips 15 Hiding records 67 High Priority e-mail filter 130 HotSync buttons preferences 152 conduits for synchronizing applications 138–139, 179 customizing 138 defined 56 first-time operation 57–58, 147–148 for managing desktop E-Mail 111–112 HotSync Manager 57 linking to external files 146 local operation 58, 136, 186 modem operation 137, 140–144, 187–188 modem settings 141 network operation 144 options for filtering e-mail 126–131 problems with 185–188 setting options 135–137 for sy
M Mail address lookup 116–117 attachments 127 BCC (blind carbon copy) 117, 118 changing setup 112 closing 113 confirm delivery 117, 120 confirm read 117, 120 creating 113–115 deleting e-mail 123 desktop configuration 110–112 draft e-mail 121 editing unsent e-mail 120 filing e-mail 122 filtering options 126–131 folders 124 HotSync options 111–112 menus 132 opening 112 overview 109–110 priority of delivery 117, 118 purging deleted e-mail 124 recovering deleted 123 replying to e-mail 115 sending 120 showing da
phone settings 160 preferences 157–170 primary DNS 165 secondary DNS 165 selecting service 157 TCP/IP 157 user name 158 Network HotSync operation 144 Notes, attaching to records 69 Numbers decimal point and thousands separator 153 Graffiti writing 27 onscreen keyboard 11, 16, 33 O 1-2-3, for expense reports 202 Onscreen keyboard 16, 33, 55 pen stroke to open 151 Opening Address Book 49 applications 12–13 Calculator 52 Date Book 48 Expense 52 Mail 112 Memo Pad 51 To Do List 50 Organizer (Lotus PIM) 34 Outbo
Graffiti writing 28 onscreen keyboard 33 Purging deleted e-mail 124 records 56 See also Deleting Q Quattro Pro, for expense reports 202 R Range of times in Day view 83 Reading e-mail on organizer 112 Receipts, recording in Expense 100 Receiving data.
Serial connector 8 Serial port 21, 137, 140 Service templates 163, 168 Service, selecting for network 157 Settings. See Preferences ShortCuts backing up 138 managing 172–173 menu commands 14 predefined 32 using 31 Showing dates in Mail list 125 Signature for e-mail 119–120 Soft reset 177 Sorting applications 38 e-mail items 125 records 66–67, 184 Sounds.
Turning on organizer application buttons 5 displaying owner’s name 171 power button 6 problems with 182 2000, year 208 U Undoing actions 54 Uninstalling Desktop software 43 Unresponsive organizer 183 Unsent e-mail, editing 120 Untimed events 71, 74, 76 Updating data. See HotSync Upgrading Desktop software 4 User name for ISP 158 identifying organizer 171 User profiles 147 Page 224 V Vendor for Expense item 101 W Web sites 22 Week (Date Book view) 78–79, 153, 184 Writing area 5 Writing.
