Handbook for the Palm IIIc™ Organizer
Copyright Copyright © 1998-1999 Palm Computing, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync, Palm Computing, PalmConnect, PalmModem, and Palm OS are registered trademarks, and the HotSync logo, Palm, Palm III, Palm IIIc, and the Palm IIIc logo are trademarks of Palm Computing, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm Computing, Inc.
Contents About This Book ......................................................................................... 1 Chapter 1: Introduction to Your Palm IIIc™ Organizer Getting to know your Palm IIIc organizer.........................................3 What is a Palm IIIc organizer? ........................................................3 System requirements ........................................................................4 Upgrade Information ........................................................
Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 39 Selecting applications ..................................................................... 39 Switching between applications ................................................... 39 Categorizing applications .............................................................. 39 Changing the Applications Launcher display ............................ 40 Choosing preferences ................
Calculator .......................................................................................101 Expense ...........................................................................................103 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk .........................115 Setting up Mail on the desktop ...................................................116 Synchronizing Mail with your E-Mail application ..................
Chapter 7: Setting Preferences for Your Organizer Viewing preferences......................................................................... 165 Buttons preferences .......................................................................... 166 Pen preferences ............................................................................. 166 HotSync buttons preferences ...................................................... 168 Digitizer preferences ...........................................................
Appendix B: Frequently Asked Questions Software installation problems........................................................200 Operating problems ..........................................................................201 Tapping and writing problems .......................................................202 Application problems .......................................................................203 HotSync problems .............................................................................
Page viii Handbook for the Palm IIIc™ Organizer
About This Book Welcome to the Palm IIIc™ 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 IIIc organizer and the applications that come with it.
Page 2 About This Book
Chapter 1 Introduction to Your Palm IIIc™ Organizer This chapter explains the physical buttons and controls on your Palm IIIc™ connected organizer, how to use your organizer for the first time, and how to use HotSync® technology to synchronize your 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 ■ 20 MB available hard disk space ■ VGA monitor or better ■ CD-ROM drive (you can also download the Palm Desktop software from http://www.palm.com, or order 3.
To upgrade: 1. Read the Getting Started guide for an overview of the complete installation process. 2. Synchronize your old organizer with your old Palm Desktop software. This ensures that the latest information from your organizer is on your desktop computer. 3. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy the folder and all its contents, rename it (for example, Palm Backup), and store the copy outside the Palm Desktop software folder. 4.
A hard reset not only erases all data from the old organizer; it also erases the name and makes that organizer a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old organizer, you are asked to give it a name. Be sure to give it a unique name.
Organizer screen Displays the applications and information stored in your 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 organizer screen.
Protective flip cover The cover protects the organizer screen when it is not in use and helps reduce glare while you use your 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 organizer. To reattach the cover, reinsert the pegs in the holes.
Locating back panel components IR port Reset button Stylus Serial connector 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® platform handhelds, and to perform HotSync operations. See “Beaming information” in Chapter 5 and “IR HotSync operations” in Chapter 6 for more information.
Serial connector Connects your organizer to the cradle, which in turn connects to the back of your computer and through the AC adapter to the wall current. This allows you to recharge your organizer as well as update the information between your organizer and computer using HotSync technology. Note: The cradle must be plugged into the serial (COM) port at the back of your computer. Your organizer requires a dedicated port. It cannot share a port with an internal modem or other device.
An additional connection is made from the back of the cradle’s serial (COM) port connector to the AC adapter which plugs into any AC current outlet. AC adapter Recharging the battery Your organizer contains a Lithium-ion battery that is recharged each time you place the organizer in the cradle. Just place your organizer in the cradle for approximately four hours for an initial charge before you use it. Then place it in the cradle for minutes each day to recharge the battery to full capacity.
As the battery gets low, the battery icon indicates a low charge. Before the battery drains completely, perform a HotSync operation and then recharge the battery as soon as possible. If your organizer shuts down before recharging, you still have about a week to recharge the battery before you lose the data on your organizer. Viewing data while in the cradle You can set a preference so that you can continue to view data while your organizer is in the cradle and while the battery is being recharged.
Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing: ■ Turn off your computer and connect the cradle to it.
Using your organizer with another PIM If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your organizer and your PIM.
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 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.
Tip: When you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your organizer first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. To open an application: 1. Tap the Applications icon . 2. Tap the icon of the application that you want to open.
To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: Tap the Menu icon . Tap on the inverted title area at the top of the screen. Tap the title area 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.
Menu commands Command letters Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode. Command Undo Cut Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste.
To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done.
Alpha Tab Backspace Caps lock Carriage return Caps shift Tap here to display alphabetic keyboard Numeric International Tap here to display international keyboard Tap here to display numeric keyboard Graffiti writing Your organizer includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
To open Memo Pad: 1. Press the Memo Pad application button . 2. Tap New. Note: A blinking cursor appears on the first line of the new memo to indicate where new text will appear. New memo cursor Tap New Write in Graffiti area See “Using Graffiti writing to enter data” in Chapter 2 for details.
Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm Computing platform handheld. When you import data, you transfer the records to your organizer without having to enter them manually. See “Importing data” in Chapter 2 for more information.
To set the current time: 1. Tap the Set Time box. Tap here 2. Tap the up or down arrows to change the hour. 3. Tap each number of the minute, and then tap the arrows to change them. 4. Tap AM or PM. Note: Your organizer can also display time based on a 24-hour clock. See “Formats preferences” in Chapter 7 for more information. 5. Tap OK. To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3.
Page 26 Introduction to Your Palm IIIc™ Organizer
Chapter 2 Entering Data in Your Palm IIIc™ Organizer This chapter explains how to enter data into your Palm IIIc™ 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 30 Strokes tap twice Entering Data in Your Palm IIIc™ 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 .
— X : = , c ƒ ,, ° Y = ? + , ,, • ∅ ! 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 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.
Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software or any supported PIM to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your organizer. All the main applications on your organizer are also available in Palm Desktop software and in most PIMs, so you don’t need to learn different applications.
Select All in the Category box. Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category. 4. From the File menu, choose Import. 5. Select the file you want to import. 6. Click Open. 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right. 8.
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Palm IIIc™ 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 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 organizer and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your 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: Chapter 3 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, PDB, or PNC file extension.
4. In the User drop-down list, select the name that corresponds to your 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.
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: ■ Lock and turn off your organizer so that it does not operate until you enter the correct password. ■ Mask all records that you mark as private so the information appears greyed out. ■ Hide all records that you mark as private so they do not appear on any screen. You can mask and hide private records with or without a password.
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 Lock & Turn Off. Tap Lock and Turn Off 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 IIIc™ 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 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.
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. ■ Assign expense items to categories so that you can organize and view them in logical groups.
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).
Select All Selects all of the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere. Keyboard Opens the onscreen keyboard. When you finish with the onscreen keyboard, tap Done. Graffiti Help Opens screens that show all the Graffiti character strokes. Use this command anytime you forget a stroke for a character. 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 .
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 either directly or indirectly. Direct methods include placing your organizer in the cradle attached to your computer, or using infrared communications. Indirect methods include using a modem, or via a network using the network HotSync technology.
2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager. 3. Press the HotSync button on the cradle. Important: The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK.
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.
5. Select the category for the record. 6. Tap OK. Note: In Address Edit and Memo you can tap the category name in the upper-right corner of the screen and select a new category for the item. To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Tap here Note: In the Date Book Agenda view, the pick list is in the upper right of the To Do list. 2. Select the category you want to view.
To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. 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 or list. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the categories the same name.
Looking up Address Book records When working with Address Book, the scroll button on the front panel of the organizer makes it easy to navigate among your address entries. ■ In the Address list screen, the scroll button moves up or down an entire screen of records. If you hold down the scroll button, you accelerate the scrolling and display every third screen. ■ In the Address view screen, the scroll button moves to the previous or next address record.
Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Tap the Find icon Tip: . If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. 2. Enter the text that you want to find. Find is not case-sensitive. For example, searching for the name “davidson” also finds “Davidson.” Find locates any words that begin with the text you enter.
To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad. 2. Tap the Menu icon . 3. Tap Options, and then tap Phone Lookup. 4. Begin to spell the last name of the name you want to find. The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it. 5. Tap Add.
Looking up names to add to expense records In Expense, Lookup displays the names in your Address Book that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1. Tap the Expense record to which you want to add names. 2. Tap Details. 3. Tap Who. 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.
Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in To Do List and Expense: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK.
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. Making records private In all basic applications except Expense and Mail, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. See “Security” in Chapter 3 for more information.
To mask all private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list and select Mask Records. Tap Mask Records 4. Tap OK to confirm that you want to mask private records. To display private records: 1. Do one of the following: Tap a masked record. Tap the Applications icon , tap Security, then tap the Current Privacy pick list and select Show Records. If you do not have a password, hidden and masked records become visible.
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. In Address Book only: Tap Edit. 3. Tap Details. 4. Tap Note. 5. Enter your note. 6. Tap Done.
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. Small font Large 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.
3. If the event is one hour long, skip to step 5. 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.
6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: If an event has the same start and end time, the time is only displayed once. 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.
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 No Time, 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.
7. When the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze. 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.
To schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat box 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day. 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6.
3. Tap Record, and then tap Delete Event. 4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event. 5. Tap OK. Considerations for repeating or continuous events: Keep the following points in mind.
Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through Day, Week, Month, and Agenda views: ■ Press the Date Book application button repeatedly to display the next view. ■ Tap on the appropriate view icon in the lower-left corner of Date Book. Working in Week View Week View shows the calendar of your events for an entire week.
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.
Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times. Event conflicts Working in Month View The Month View screen shows which days have events scheduled.
■ Tap Go to to open the date selector and select a different month. ■ Use the scroll button on the front panel of your organizer to move between months. Press the upper half of the button to display the previous month, the lower half to display the next month. Working in Agenda View The Agenda view shows you your untimed events, appointments, and To Do items in one screen.
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. Record menu Options menu Display Options Allows you to change Date Book’s appearance and which events display. ■ Page 86 Show Time Bars. Activates the time bars that appear in the Day View.
■ Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling. ■ Month View settings. These check boxes apply to the Month View of the Date Book. You can activate any or all of these settings to show that you have Timed, Untimed, or Daily Repeating events in the Month View only.
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 Tip: You can also move to any field by tapping it directly. 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. Note: As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears.
To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4.
Show in List Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. The identifying letters W, H, F, O, E, M, or P appear next to the record in the Address list, depending on which information is displayed. If the E-mail or Other fields end in a letter, the identifying letters are not displayed. Category Assign the entry to a category. Private Hide this entry when Security is turned on.
Options menus Address view Address list Preferences ■ Remember last category. Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. Rename Custom Fields These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them.
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 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, and To Do items in Date Book Agenda view. 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.
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 102 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: Another 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.
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.
Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: 1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies. Tap Edit currencies 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. To change your default currency: 1. Open Expense. 2.
Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon . 2. Tap Options, and then tap Custom Currencies. 3. Tap one of the four Country boxes. Tap a Country box 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK.
Show Options Show Options define the sort order and other settings that relate to your Expense items. To open the Show Options dialog box: 1. In the Expense list, tap Show. 2. Select any of the options. Tap Show Sort by Enables you to sort expense items by date or type. Distance Enables you to display Mileage entries in miles or kilometers. Show currency Shows or hides the currency symbol in the Expense list. 3. Tap OK.
Displaying the euro on your desktop computer When you perform a HotSync operation, the euro symbol is transferred to your Desktop application like any other piece of data on your organizer. The symbol appears in your Desktop application, however, only if you are using fonts that support the euro symbol. These fonts are part of the operating system on your desktop computer. They do not reside with your Desktop application, and they are not produced by Palm Computing.
2. Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box. Note: If you launch Expense from the Start menu instead of Palm Desktop software, you must first choose your organizer user name. 3. Click the expense category that you want. Click to select Categories Tip: You can press Ctrl+click to select multiple categories. To print the expenses associated with all of your Expense categories, select All in the Categories group. 4.
Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2.
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 Chapter 4 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.” Shows version information for Expense.
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Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm IIIc™ 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 to send and retrieve e-mail items from your desktop E-Mail application via the cradle or infrared communications.
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.
To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6. Click OK. Synchronizing Mail with your E-Mail application After you enable and configure Mail, you need to perform a HotSync operation to synchronize Mail with your desktop E-Mail application.
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 upper-right corner. Tap here to display folder 2. Tap the e-mail item you want to retrieve. Tap here to select item Tap to edit item 3. Tap Edit. 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 organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing platform handheld 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.
Tip: For best results, Palm IIIc organizers should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two organizers must be clear of obstacles. Beaming distance to other Palm Computing platform handhelds may be different. 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.
4. Tap Yes. Tips on beaming information ■ You can press the Address Book application button two seconds to beam your business card. ■ You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 7 for more information. ■ You can use the Graffiti Command stroke /B to beam the current entry.
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Chapter 6 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm Computing® platform handhelds and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm IIIc™ organizer and Palm Desktop software. You can synchronize your data either directly or indirectly. Direct methods include placing your organizer in the cradle attached to your computer, or using infrared communications.
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 IIIc 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.
IR HotSync operations Your organizer is equipped with an infrared (IR) port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm Computing platform handheld that’s equipped with an IR port, but you can also beam data to a cell phone and any other device that supports the IrCOMM implementation of the IrDA standards.
3. In the Control Panel, look for the Infrared icon. If the icon is there, your computer is enabled for infrared communication. If it isn’t there, you need to install an infrared driver. Note: If you have an external infrared device attached to your computer, a driver is probably included with the device. Consult the documentation included with the device for information on installing the required driver. To install a Windows 95 infrared driver: 1.
To check the ports used for infrared communication: 1. In the Windows taskbar, click Start, choose Settings, and then choose Control Panel. 2. Double-click Infrared. 3. Click the Options tab. 4. Select Enable infrared communication. The COM port displayed in the drop-down box is the port where your infrared device is attached. It should be different from any port used by the HotSync Manager. 5. Make a note of which port is listed as “providing application support.
Configuring HotSync Manager for infrared communication Next, you need to go to the HotSync Manager and specify the simulated port used for infrared communication. To configure HotSync Manager for infrared communication: 1. Click the HotSync Manager icon in the Windows system tray. 2. Make sure Local is checked on the menu. 3. Choose Setup. 4. Click the Local tab. 5.
Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 2. Tap Local. 3. Tap the pick list below the HotSync icon and select IR to a PC/Handheld. 4. Position the IR port of your organizer within a couple of inches of the infrared port of your computer. 5. Tap the HotSync icon to start the IR HotSync operation.
You can leave the HotSync application on your organizer set to perform IR HotSync operations and still use the cradle. This is useful if you perform HotSync operations with both your desktop computer and a laptop that you travel with. When you travel, you don’t have to carry a cradle or cable because your organizer is set to perform IR HotSync operations. When you’re in the office, just place your organizer in the cradle and press the HotSync button.
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.
Preparing your organizer There are a few steps you must perform to prepare your organizer for a modem HotSync operation. To prepare your organizer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Modem. Tap here 4. Tap the pick list below the icon and select a modem configuration. Select a modem configuration Note: If you need to create a configuration, tap the Menu icon and then select Options and Connection Setup.
Tap here Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your computer. 7. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box. Tip: You can enter a comma in the field to introduce a “pause” in the dialing sequence.
To change the Conduit Setup for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Menu icon . . . 4. Tap Options, and then tap Conduit Setup. 5. Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation. The default setting is to synchronize all files.
Conducting a HotSync operation via a network When you use the network HotSync technology, you can take advantage of the LAN and WAN connectivity available in many office environments.
5. Click OK. 6. Put your organizer in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your organizer. With this information, your organizer can locate your computer when you perform a HotSync operation over the network. 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. 7.
Tap here Note: See “Network preferences and TCP/IP software” in Chapter 7 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon . 11. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation” earlier in this chapter.
Performing a network HotSync operation After you prepare your computer and your organizer, and select your Conduit Setup options, you are ready to perform a network HotSync operation. To perform a network Hotsync operation: ■ Tap the modem HotSync icon to begin the operation. Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your organizer from a separate external file such as a company phone list.
Creating a user profile If you use the File Link feature to configure several Palm Computing platform handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into 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 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.
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Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm IIIc™ organizer. In the Preferences screens, you can do the following: General Set the date and time, the auto shut-off interval, the Stay on in cradle feature, the Beam Receive feature, and the system, alarm, and game sounds. Formats Set the country default and the formats for dates, times, calendar, and numbers.
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: 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. When locked, you need to enter the password to use your 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 modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately; you do not have to change to a different screen or application. To change the HotSync buttons preferences: 1. Tap HotSync. 2. Tap the pick list next to the button you want to assign. Tap arrow to show pick list 3.
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, on the other hand, time is expressed using a 12-hour clock with an AM or PM suffix. All your organizer applications use the Country default settings.
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 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.
Connection preferences The Connection Preferences screen enables you to define the settings used to perform different types of HotSync operations. The screen displays a list of available configurations that are ready to be further defined; the list varies depending on the kind of software you’ve added to your organizer. For example, a modem connection appears on the list. If you have this modem, you only need to specify the phone setup (and network connection — if required) to complete the configuration.
Sample connection for remote IR HotSync operations The following sample configuration would enable you to perform an IR HotSync operation by sending data through the IR port of a modem attached to a cell phone, which then dials a modem attached to your desktop computer, to synchronize with your Desktop application. For this example, you use the IrCOMM to Modem connection. To create an IrCOMM to Modem connection: 1. Tap New. 2. Enter a name to identify this configuration. 3.
7. Enter the initialization string supplied by the documentation for the modem attached to your cell phone. 8. Tap OK, and then tap OK again to save the configuration. Your new configuration appears in the list of available configurations After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your organizer to perform a modem HotSync operation.
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.
Tap here to display a list of available connections 2. Tap the connection you want to use. 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.
Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix Enter your prefix here 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
Note: Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you. 3. Tap OK. Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay.
To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the lower half of the Scroll button. To close a connection: ■ Tap Disconnect to terminate the connection between your organizer and your service. Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information.
Select connection type 3. Tap the Connection type pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note: If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
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 modem. 2. Tap OK. Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods.
To identify dynamic IP addressing: ■ Tap the IP Address check box to select it. Tap to select automatic IP address To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2. Tap the space to the left of the first period then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK.
■ In the Login Script dialog box on your organizer, accessed from the Details dialog box in Network Preferences Tap here to see the list of available commands Note: You can also use non-ASCII and literal characters in your login script. See Appendix D for more information. Creating a login script on your organizer You can create login scripts by selecting commands from the Command pick list in the Login Script dialog. Some commands, such as Send, require you to supply additional information.
Wait For Tells your organizer to wait for specific characters from the TCP/IP server before executing the next command. Wait For Prompt Detects a challenge-response prompt coming from the server and then displays the dynamically generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your organizer. This command takes two arguments, separated by a vertical bar (|) on the input line.
Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard PRC application that you install on your organizer just like any other application. After you install the plug-in application, you can use the new script commands in a login script.
Service menu Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and try the suggestions listed. Displaying expanded Service Connection Progress messages It’s helpful to identify at what point in the login procedure the connection fails. An easy way to do this is to display the expanded Service Connection Progress messages. Expanded Service Connection Progress messages describe the current stage of the login procedure.
to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number. Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers. Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your organizer.
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 for the battery in your organizer: ■ Under normal conditions, your organizer battery should remain charged by placing it in the cradle for just a few minutes each day. You can conserve battery life by reducing the brightness level on your organizer, 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. 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.
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Appendix B Frequently Asked Questions If you encounter a problem with your Palm IIIc™ 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 “Palm Support Assistant” knowledgebase, accessible at http://www.
Software installation problems Problem Solution When I install Palm Desktop software I get an error that a modem is attached to my serial port, but there is no modem attached. Take your organizer out of the cradle and install Palm Desktop software again. I cannot install Palm Desktop software with Windows 95/98. Try the following: 1. Disable any virus scanning software on your computer. 2. Press CTRL-ALT-DELETE and end all tasks except Systray and Explorer. 3.
Operating problems Problem Solution I don’t see anything on my organizer’s screen. Try each of these in turn: I get a warning message telling me my organizer memory is full. ■ Press the brightness control button and adjust the brightness. ■ Recharge the unit. If your organizer still does not operate, try a soft reset. See “Resetting your organizer” in Appendix A. ■ Purge records from Date Book and To Do List.
Tapping and writing problems Problem Solution When I tap the buttons or screen icons, my organizer activates the wrong feature. Calibrate the screen. See “Digitizer preferences” in Chapter 7. When I tap the Menu Not all applications or screens have menus. Try changing to a different application. icon , nothing happens. I can’t get my organizer to recognize my handwriting. Page 202 ■ For your organizer to recognize handwriting input with the stylus, you need to use Graffiti® writing.
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 (upper-right corner). 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 energy-saving 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) I can’t perform an IR HotSync operation. Appendix B 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.
When I tap the HotSync button on the cradle, nothing happens on Palm Desktop software and my organizer times out. ■ Perform a Local HotSync operation before you try to synchronize remotely via modem. Check Palm Desktop software HotSync Setup options to confirm that you have the correct settings for local HotSync operations. ■ If you are experiencing intermittent success, try a lower speed setting on the Local tab in the Setup dialog box in the HotSync Manager.
My organizer displays the message “Waiting for sender” when it’s near my computer’s infrared port. ■ Your computer’s infrared port may be set to search automatically for the presence of other infrared devices. Do the following to turn off this option: 1. In the Windows taskbar, click Start. 2. Choose Settings, and then choose Control Panel. 3. Double-click Infrared. 4. Click the Options tab. 5. Deselect the option Search for and provide status for devices in range. 6. Click Apply and OK.
Beaming problems Problem Solution I cannot beam data to another Palm Computing platform handheld. ■ Confirm that your organizer and the other Palm organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two handhelds is clear of obstacles. Beaming distance to other Palm Computing platform handhelds may be different. ■ Move your organizer closer to the receiving handheld.
Password problems Problem Solution I forgot the password, and my organizer is not locked. You can use Security to delete the password, but your organizer deletes all entries marked as private. However, if you perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. Then, you can follow these steps to restore your private entries: 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.
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.
Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information. To customize a sample Expense Report template: 1.
4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt). If you do need to change the Maptable.xls file, give your modified template a unique name. Be sure to use the .xlt file suffix, which defines the file as a Microsoft Excel template. 7.
Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Section 1 (not prepaid) Section 2 (prepaid) Section 3 Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping.
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.
16. Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report. 17. Map Expense Report Options dialog (magenta section). The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report. Use this section to specify the row and column on your template where this information will be mapped. Because header data is not related to any particular Section, you have to fill in only one row.
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.
Product Regulatory Information 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.
Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian InterferenceCausing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. CE Compliance Statement This product was tested by Palm Computing, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended.
Varoitus Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti. Advarsel Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner. Waarschuwing! Bij dit produkt zijn batterijen geleverd.
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Index A ABA (Address Book archive file) 37 AC adapter for recharging battery 11 Accented characters Graffiti writing 34 onscreen keyboard 36 Add-on applications 42–45 Address Book *If Found Call* entry 89 adding custom fields 92 archive files (.
Business card for beaming 139 Buttons preferences 166 C Calculator buttons explained 101 memory 101 opening 54 overview 53 recent calculations 53, 101 Calibration 15, 168, 202 Call Waiting, disabling 156, 179 Calling card, using in phone settings 156, 180 Capital letters (Graffiti writing) 31 Caring for the organizer 193 Categories application 39–40 assigning records to 61–62 beaming 139–140 creating 63 default 61 displaying 62, 92, 203 folders for e-mail 130 merging 64 renaming 64 using in Applications La
fields in Address Book 92 Customizing. See Preferences Cutting text 56 Cycling through views 50, 51, 52, 53 D Data entry. See Entering data Date Book adding Address Book data to records 67 Agenda view 85 alarm 78 archive files (.
E Editing records 55–57 unsent e-mail 126 E-mail addresses in Address Book 89, 91 looking up 122–123 E-mail items. See Mail Entering data 21–24 importing from other applications 37–38 problems with 202 using Graffiti writing 27–36 using the computer keyboard 37 using the onscreen keyboard 36 Entries. See Address Book Eudora 116 Euro displaying on desktop computer 109 in Expense 106 in Graffiti writing 33 in onscreen keyboard 22 printing 109 problems with 203 Events.
online Help 57, 166 problems using 202 punctuation marks 32 ShortCuts for entering data 35, 190–191 symbols 33 tips 29 writing 27–36 writing area 7, 28 H Hard reset 196 Header information (e-mail) 119, 121 Help Graffiti 57 online tips 20 Hiding records 70 High Priority e-mail filter 136 HotSync buttons preferences 168 conduits for synchronizing applications 146–147, 197 customizing 146 defined 58 first-time operation 59–60, 162–163 for managing desktop E-Mail 117–118 HotSync Manager 59 IR operation 148–153
K Keyboard computer 37 onscreen 16, 36, 167 L Letters font style 73 Graffiti 27, 30 onscreen keyboard 36 List, in Applications Launcher 40 Lithium-ion battery 11 Locking the organizer with a password 47–48, 167, 189 Login scripts 184–187, 223 Looking up Address Book data to add to other records 66–67 scrolling in Address list 65 to add to e-mail addresses 122–123 Lost organizer, contact for 89 records 203 Lotus 1-2-3, for expense reports 222 cc:Mail 116 Organizer, importing data from 37 M Macintosh 4, 109
choosing 19 command equivalents (Graffiti writing) 19 command toolbar 20 Date Book 86 Edit menu 56–57 Expense 112 Mail 138 Memo Pad 99, 102 menu bar 16, 19 Network Preferences 187 To Do List 97 Microsoft Excel, transferring Expense data to 108–112 Exchange 116 Outlook, connecting to 14, 204 Windows 95, 98 148 Modem connections 172 HotSync operations via 153–157, 206–207 setup after upgrade 5 Monday, to start week 169 Month (Date Book view) 84, 87 Moving the cursor (Graffiti writing) 35 MPA (Memo Pad archive
Pick lists 16 PIM (personal information manager) using HotSync Manager with 45 using with organizer 14 See also Desktop software Plug-in applications 187 Ports IR on handheld 148 simulated for infrared communication 150 See also Serial port Power button 6 PPP 181 PRC (application file extension) 43, 187 Preferences 24 Buttons 166 choosing 41 Connection 175 cradle setting 170 Digitizer 168 Formats 168 General 170 HotSync buttons 168 Network 175–189 Owner 189 ShortCuts 190 Primary DNS 183 Printing expense rep
location of reset button 9, 195 soft reset 195 Retrieving e-mail. See Filters for e-mail S Saving data 39, 55, 57 draft e-mail 127 Scheduling events 74–78 Screen blank 201 calibrating 15, 168 caring for 193 touching with your finger 7 Scroll bar 17 button 7 Searching. See Finding Secondary DNS 183 Security 46–48 changing password 47 deleting password 47 displaying owner’s name 189 forgotten password 48 locking the organizer 47 private records 70–72 Selecting date for event 76 e-mail to be synchronized.
entry. See Entering data files, importing data from 37 fonts for 73 selecting all 57 Thousands separator 169 Time alarm setting 78 bars in Date Book 86 format 169 setting current 25 setting event 74 start and end for Date Book Day view 87 Tips, online 20 To Do List adding Address Book data to records 67 archive files (.
