Treo™ 180g Communicator User Guide Windows Edition
Copyright Copyright © 2001 Handspring, Inc. All Rights Reserved. Handspring, the Handspring logo, Treo, Blazer, and the Blazer logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Portions copyright © 1998-2001 Palm, Inc. or its subsidiaries. All rights reserved. Palm OS, Graffiti, and HotSync are registered trademarks, and Palm and the HotSync logo are trademarks of Palm, Inc., and are used by Handspring under license.
Contents Introduction to Your Treo™ 180g Communicator . . . . . . . . . . . . . . . . . . . . . . . . 11 Getting to know your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 What is a Treo communicator? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . .
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Entering text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Deleting records . . . . . . . . . . . . . . .
Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113 Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114 Working with floating events . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a custom view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157 Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158 CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159 Setting your home city . . . . . . . . . . . . . . . . . . . . . .
Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184 Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186 Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186 Adding detailed information to a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215 Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215 Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216 Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Page 10 Contents
Chapter 1 Introduction to Your Treo™ 180g Communicator This chapter explains the physical buttons and controls on your Treo™ 180g communicator, how to use your communicator for the first time, and how to install Palm™ Desktop software and the HotSync® Manager synchronization software so you can synchronize your communicator and your computer.
System requirements To install and operate Palm Desktop software and the HotSync Manager synchronization software, your computer system must meet the following requirements: Minimum requirements ■ Windows 98, Windows Me, Windows 2000, or Windows XP with USB port, (for USB HotSync® cable) --or-Windows 95, Windows 98, Windows Me, Windows 2000, Windows XP, or Windows NT 4.
Each device must have a unique name After you complete the upgrade process described above, you have two devices with the same name. This is an undesirable situation. Each device must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old handheld. See page 213 for details.
Rocker switch Enables you to navigate on your communicator with just one hand. You can use the rocker switch as an alternate method to perform a variety of tasks, such as adjusting the call volume level on your phone. The rocker switch functions change based on whether your communicator’s wireless mode is on or off and which application you are using. To use the rocker switch, roll the dial up or down, press it in and release it, or press and hold it.
Locating top panel controls Antenna Power button IR port Stylus LED Ringer switch Antenna Receives and sends wireless communication signals. The antenna does not telescope out of your communicator. Stylus Serves as the writing instrument used to enter data in your communicator. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Power button Turns your communicator and wireless mode on and off, and controls the backlight. See page 18 for details.
Locating back panel components Reset button SIM card door Charger and USB/serial connector SIM card door Secures your SIM (Subscriber Identity Module) card in your phone. Reset button Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Charger and USB/serial connector The connector that connects your communicator to the travel charger and HotSync cable.
Charging the battery To use your communicator, you must connect the travel charger or the HotSync cable and charge the battery. When you’re near your computer, connect your communicator to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 23. When travelling, connect the travel charger cable directly to your communicator as shown in this section. When wireless mode is on, a fully charged battery provides approximately 2.
Turning your Treo on and off Your Treo communicator has two operating modes: a handheld mode and a wireless mode. You can turn the handheld mode and the wireless mode on and off independent of each other. When you turn on the handheld mode, you can use organizer applications such as Date Book Plus and To Do List. When you turn on the wireless mode, you can make or receive calls. You can also turn both modes on at the same time.
Using 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 communicator screen is the basic action to get things done on your communicator. The first time you start your communicator, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
Elements of the communicator 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 Tap a button to perform a command. Command buttons appear in dialog boxes and buttons at the bottom of application screens. Icons Tap the icons to open applications anywhere in your data , menus , Calculator , and to find text .
Moving around the screen You can move between entry fields, pick lists, check boxes, and other options by using the stylus, the scroll buttons, or the rocker switch. To move around the screen do one of the following: ■ Tap an item with the stylus. ■ Press the scroll buttons to scroll through the items on the screen. ■ Roll the rocker switch up or down to scroll through the items on the screen.
To set the current time: 1. Tap the Set Time box. Tap here 2. Tap the up or down arrows to change the hour. 3. Tap each minute number, and then tap the arrows to change them. 4. Tap AM or PM. Note: Your communicator can also display time based on a 24-hour clock. See page 179 for details. 5. Tap OK. To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3. Tap the current month. 4.
Using the headset You can connect a headset for hands-free operation. Your Treo is compatible with the included headset and other headsets listed at www.handspring.com. If you need to use your phone while driving and this is permitted in your area, we recommend using a headset. Note: Treo is not compatible with three-pin (also called three-pole) style headsets. You can determine whether a headset is a three-pin headset by counting the number of silver rings on the headset pin.
2. Connect the USB HotSync cable to a USB port on your computer, or connect the Serial HotSync cable to a Serial port on your computer. 3. Connect the long end of the HotSync cable to your communicator with the button facing up. USB cable and port Serial cable and port Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. 4. Plug the travel charger into a wall outlet.
Using desktop software When you use desktop software with HotSync technology, you can do any of the following: ■ Work with your communicator applications on your computer. Most desktop software applications duplicate many of the applications on your communicator, so you can view, enter, and modify most of the data stored on your communicator. ■ Back up and synchronize data between your communicator and your computer.
Using your communicator with Palm Desktop software Your communicator comes with Palm Desktop software. Palm Desktop software includes many of the same applications as your communicator: Date Book, Address (the Contacts view in PhoneBook), To Do List, Memo Pad, Expense, and desktop e-mail connectivity. 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.
Using an e-mail application with your communicator Your communicator comes with two e-mail applications: One-Touch Mail™ by JP Mobile, and Palm Mail. Note: To use a wireless e-mail application, your wireless service provider must support data services and it must be part of your service package (some wireless service providers may require you to sign up for data services separately). You must also have an account established with an ISP (Internet Service Provider).
Page 28 Introduction to Your Treo™ 180g Communicator
Chapter 2 Entering Data in Your Communicator This chapter explains how to enter data into your Treo™ 180g communicator using each of the following methods: ■ Using Graffiti® writing ■ Using the onscreen keyboard ■ Using your computer keyboard ■ Importing data Using Graffiti writing to enter data Your communicator includes Graffiti writing software as the primary system for entering text and numbers.
■ The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small division marks at the top and bottom of the Graffiti writing area indicate the two separate areas. Write letters here Write numbers here Division marks To write Graffiti letters: 1. Tap the screen where you want your text to go. Note: You need to tap above the Graffiti writing area, and must see a blinking cursor before you write the text. 2.
Graffiti tips When using Graffiti writing, keep these tips in mind: ■ Accuracy improves when you write large characters. You should draw strokes that nearly fill the Graffiti writing area. ■ To delete characters, simply set the cursor to the right of the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area. ■ Write at natural speed. Writing too slowly can generate recognition errors. ■ Do not write on a slant.
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).
2 7 3 8 4 9 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.
Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your communicator: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character. Symbol Shift Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke.
Additional non-English characters You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting: Note: You must write these non-English characters in the left side of the Graffiti writing area. 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.
Your communicator 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 communicator. 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.
Tab Backspace Caps lock Carriage return Caps shift Tap here to display alphabetic keyboard Tap here to display numeric keyboard Note: Tap here to display international keyboard The onscreen keyboard also includes a dialog box for international characters. You can switch among the three dialogs at any time to enter the exact text you need. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record.
Palm Desktop software can import data in the following file formats: ■ Comma delimited (.csv, .txt): Address and Memo Pad only ■ Tab delimited (.tab, .tsv, .txt): Address and Memo Pad only ■ CSV (Lotus Organizer 2.x/97 Mapping): Address only ■ vCal (.vcs) Date Book only ■ vCard (.vcf) Address only ■ Date Book archive (.dba) ■ Address archive (.aba) ■ To Do List archive (.tda) ■ Memo Pad archive (.mpa) Archive formats can only be used with Palm Desktop software.
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Treo™ 180g communicator, 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 Your communicator is equipped with a variety of applications. All the applications installed on your communicator appear in the Applications Launcher.
Switching between applications When working in any application, tap the Applications icon or press an application button on the front panel of your communicator to switch to another application. Your communicator automatically saves your work in the current application and displays it when you return to that application. Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher.
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 communicator and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your communicator comes with the PhoneBook, Date Book Plus, Blazer (or another web browser installed by your wireless service provider), SMS Messaging, To Do List, Memo Pad, Expense, Calculator, CityTime, SIM Book, and SIM Services applications installed and ready to use.
3. Click Install. Tip: You can also access the Install Tool dialog box by selecting Install Tool under Handspring on the Start menu, or by double-clicking any file with a PRC file extension. 4. In the User drop-down list, select the name that corresponds to your communicator. 5. Click Add.
6. Select the application(s) that you want to install on your communicator. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) 8. Click Done. 9. Perform a HotSync operation to install the application(s) you selected in step 6.
5. Tap Delete. 6. Tap Yes. 7. Tap Done. 8. Check the Backup folder (under your user name folder in the Handspring or Palm folder) on your computer. If you find a PRC file for the application you just removed, delete the PRC file from the Backup folder. Tip: If you installed Palm Desktop software for the first time when you purchased your Treo communicator, the Palm Desktop software is located in the Handspring folder.
Security Your communicator comes with a Security application so that unauthorized users cannot view the entries you wish to protect. Note: To access the Security application, you must first select either the All or System category from the Applications Launcher. In Security, you can do the following: ■ Mask or hide entries you define as private. The Mask option displays a gray bar over private records, and the Hide option completely removes (hides) private records.
Changing or deleting a password Once you define a password for your communicator, 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 communicator with a password: 1. Assign a password. 2. Tap Lock & Turn Off. Tap Lock & Turn Off 3. Tap Off & Lock. 4. To start your communicator, turn it on, and then enter the password. Recovering from a forgotten password If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your communicator. Deleting a forgotten password also deletes all entries and files marked as Private.
Chapter 4 Applications Overview This chapter briefly describes each application and how to open it.
PhoneBook PhoneBook enables you to make and receive telephone calls, and to keep names, addresses, phone numbers, and other information about your personal or business contacts. In PhoneBook, you can do the following: ■ Store thousands of names, addresses, phone numbers, e-mail addresses, and more, in your Contacts list. ■ Create up to 50 speed dial entries. ■ Dial numbers from the Dial Pad, your Speed Dial list, your Contacts list, or the Call History list on your communicator.
Date Book Plus Date Book Plus lets you quickly and easily schedule appointments or any kind of activity associated with a date and/or a time. In Date Book Plus, 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 to easily spot available times and any potential scheduling overlaps or conflicts, or display descriptions of your appointments for one or two weeks.
Blazer Web Browser Blazer is a wireless Internet browser that lets you browse your favorite web sites while you’re on the go. Note: To use Blazer, you must subscribe to data services from your wireless service provider, and you must have an account established with an ISP (Internet Service Provider). Many wireless service providers also provide ISP services.
SMS Messaging SMS Messaging provides a way for you to exchange short text messages with other people who use GSM mobile phones and subscribe to an SMS service. Some wireless service providers also provide a gateway to communicate with e-mail addresses. In SMS Messaging, you can do the following: ■ Send and receive short text messages. ■ Read incoming messages directly from the Inbox. ■ Create messages quickly with quick list address selection and boilerplate text.
To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. In To Do List, you can do the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do items. ■ Assign To Do items to categories so that you can organize and view them in logical groups. ■ Sort your To Do items either by due date, priority level, or category.
Memo Pad Memo Pad provides a place to take notes that are not associated with records in other applications such as Date Book Plus, PhoneBook, or To Do List. In Memo Pad, you can do the following: ■ Take notes or write any kind of message on your communicator. ■ 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.
Calculator Calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations. In Calculator, you can do the following: ■ Select a view to perform specific types of calculations including: math, trigonometry, finance, logic, statistics, weight/temp, length, area, and volume. ■ Store and retrieve values. ■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations.
CityTime CityTime helps you keep track of the time anywhere around the globe. In CityTime, you can do the following: ■ Select a home city as a point of reference. ■ Display the day and time in four other cities simultaneously. ■ Add a definition for any city that isn’t in the default list. ■ Display sunrise and sunset information for your home city. To open CityTime: 1. Tap the Applications icon 2. Tap the CityTime icon Chapter 4 . .
Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. ■ Assign expense items to categories so that you can organize and view them in logical groups. ■ Keep track of vendors (companies) and people involved with each particular expense.
SIM Book SIM Book enables you to view and manage the phone list on your SIM card. In SIM Book, you can do the following: ■ Copy entries from your speed dial list to your SIM card so you can access your phone numbers if you move your SIM card to another phone. ■ Copy entries from your SIM card to your speed dial list. ■ Delete entries from your SIM card. ■ Dial entries on your SIM card. To open SIM Book: 1. Tap the Applications icon 2. Tap the SIM Book icon Chapter 4 . .
SIM Services SIM Services enables you to access applications on your SIM card that are provided by your wireless service provider. In SIM Services, you can do the following: ■ Access applications from your wireless service provider on your SIM card. Note: Some wireless service providers do not put applications on the SIM card. To open SIM Services 1. Tap the Applications icon 2. Tap the SIM Srvcs icon Page 60 on the front of your communicator. .
Chapter 5 Common Tasks In addition to the wireless communication applications, your Treo™ 180g communicator also includes a full suite of personal information manager (PIM) applications: Date Book Plus, the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to several applications.
Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use. The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on which part of the application you’re using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo screen.
To use the command toolbar: 1. In the Graffiti text area, draw a diagonal line from the lower left to upper right. The Command toolbar appears for about four seconds. Command toolbar 2. Tap the icon for the command you want. Tip: If you wait more than three seconds to tap the icon, you need to redraw the Graffiti Command stroke to redisplay the Command toolbar.
Editing records After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your communicator is in editing mode: ■ A blinking cursor ■ One or more edit lines Blinking cursor Edit line Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text.
Copy Copies the selected text and stores it temporarily in the memory of your communicator. You can paste the text that you copy into another area of the current application or into a different application. Paste Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing. Select All Selects all of the text in the current record or screen.
Other ways to delete records You can also delete records in the following ways: ■ In the Details dialog box of the application, tap Delete, and then tap OK. ■ Delete the text of the record. ■ Draw the Graffiti Command stroke Delete icon Note: to display the Command toolbar, and then tap the on the Command toolbar. In Date Book Plus, if you delete the text of a repeating event, you delete all instances of that event.
Categorizing records Categorize records in the Contacts view in PhoneBook, 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 page 39 for details.) When you create a record, your communicator automatically places it in the category that is currently displayed. If the category is All, your communicator assigns it to the Unfiled category. You can leave an entry as Unfiled or assign it to a category at any time.
To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Category pick list 2. Select the category you want to view. The list screen now displays only the records assigned to that category. To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Category pick list 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK.
5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the categories the same name.
■ PhoneBook: The Instant Lookup feature lets you scroll immediately to a Contacts record in PhoneBook by entering the first few letters of a first or last name, or the first name initial and the first few letters of a last name. ■ Expense: The Lookup feature displays the Contacts in PhoneBook that have data in the Company field. You can add these names to a list of attendees associated with an Expense 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 word that begin with the text you enter.
Note: The first initial and last name search in the PhoneBook Instant Lookup feature is not available in the Phone Number Lookup feature. Phone Number Lookup displays records that begin with the letters you enter based on the sort method in your Contacts view in PhoneBook. For example, if your Contacts are sorted by last name and you enter “su,” the list displays “John Sung” and “Mario Suarez.
3. Tap Who. Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names of Contacts entries in Phonebook that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap Done, and then tap OK. Sorting lists of records You can sort lists of records in various ways, depending on the application.
To sort records in Contacts view in PhoneBook and Memo Pad: 1. Open the application to display the list screen. 2. Tap the Menu icon . 3. Tap Options, and then tap Preferences. Memo Pad Contacts 4. Do one of the following: Contacts view in PhoneBook: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual. 5. Tap OK. To sort the Memo list manually, tap and drag a memo to a new location in the list.
To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. To hide or mask all private records: 1. Make sure the records you want to mask are marked private. 2. Tap the Applications icon 3. Tap the Security icon . . 4. Tap the Current Privacy pick list. Tap here 5. Tap either Hide Records or Mask Records. 6. Tap OK to confirm that you want to change the security setting. To display all private records: 1.
To display a specific masked record: 1. Open the application that contains the record you want to view. 2. Tap the shaded bar that masks the record. Tap here Note: If you have a password, you must enter your password and tap OK to view the record. To display all private records in a specific application: 1. Open the application in which you want to display the records. 2. Tap the Menu icon . 3. Tap Options, and then tap Security. 4. Tap the Current Privacy pick list. 5. Tap Show Records. 6. Tap OK.
A small note icon appears at the right side of any item that has a note. Note icon To review or edit a note: 1. Tap the Note icon . To delete a note: 1. Tap the Note icon . 2. Tap Delete. 3. Tap Yes. Choosing fonts In all PIM 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 Bold font Large font To change the font style: 1. Open an application. 2. Tap the Menu icon . 3.
Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your communicator and desktop software. Changes you make on your communicator or desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time.
Important: The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK. Every communicator should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one communicator to the same user name. 4. From the Select User dialog box, choose the user name you assigned to your communicator. The HotSync Progress dialog box appears and synchronization begins. 5.
To select a business card: 1. In the Contacts view in PhoneBook, create an entry that contains the information you want on your personal business card. 2. Tap the Menu icon . 3. Tap Record, and then tap Select Business Card. 4. Tap Yes. To beam a record, business card, or category of records: 1. Locate the record, business card, or category you want to beam. 2. Tap the Menu icon . 3.
To beam an application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Beam. 4. Tap the application you want to transfer. Note: Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. 5. Tap Beam. 6. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving communicator. 7.
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Chapter 6 Application Specific Tasks This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications: ■ PhoneBook ■ Date Book Plus ■ Blazer® ■ SMS Messaging ■ To Do List ■ Memo Pad ■ Calculator ■ CityTime ■ Expense ■ SIM Book ■ SIM Services Chapter 6 Page 83
PhoneBook PhoneBook is the application where you store name and address information about people or businesses, and where you place and receive telephone calls. PhoneBook has five main views. You can place and receive calls from within any view, and you can also receive calls when the screen is off (but wireless mode must be on). The sections that follow explain how to use each of these views.
Using the Speed Dial view You can store up to 50 phone numbers in the Speed Dial list. There are five pages of numbers that hold ten numbers per page. Tip: You can keep your Speed Dial list organized by storing different types of numbers on different pages. For example, create separate pages for family, business, friends, and emergency numbers. Defining a Speed Dial button For each Speed Dial button you can assign a name, phone number, and extra digits such as an extension.
Adding Contacts list entries to your Speed Dial list To save time while creating your Speed Dial list, you can add entries from your Contacts list. To add an entry from your Contacts list to your Speed Dial list: 1. Tap a blank Speed Dial button. 2. Tap Lookup. Tip: You can also use the Phone Number Lookup feature to locate the entry you want to add. See the section that begins on page 71 for details. Tap Lookup Tap Add 3.
Tap to dial number Tip: During a call, if you are prompted to enter a menu selection, tap Key Pad. If you defined any Extra Digits, such as an extension, tap Extra Digits. 4. Tap Hang Up to end the call. Tip: You can also end the call by closing the lid or pressing and holding the PhoneBook button. Changing a Speed Dial entry You can change any of the information associated with a Speed Dial button. Note: You cannot change the phone number for your wireless service provider’s voicemail service.
Deleting Speed Dial entries If your Speed Dial list becomes full, or you no longer need an entry, you can delete it. Note: You cannot delete the Speed Dial button for your wireless service provider’s voicemail service. To delete a Speed Dial entry: 1. From the Speed Dial view, tap the Menu icon . 2. Under Edit, tap Edit Speed Dial. 3. Tap the entry you want to delete. 4. In the Edit Entry dialog, tap Delete. 5. Tap OK to confirm deletion. 6. Tap Done.
Using the Dial Pad view The Dial Pad view provides access to a more traditional phone interface. You can use this view to dial numbers that are not in your Speed Dial or Contacts list. To dial a number with the Dial Pad: 1. Make sure wireless mode is on. See page 18 for details. 2. Open the lid, or if you are in another application, press the PhoneBook application button on the front of your communicator. 3. Tap the Dial Pad icon . 4. Tap the numbers on the screen to dial the number.
To create a new Contacts entry: 1. Open the lid, or if you are in another application, press the PhoneBook application button on the front of your communicator. 2. Tap the Contacts icon . 3. Tap New. Cursor at Last name Tap New 4. Enter the last name of the person you want to add to your Contacts list. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7. Tap the scroll arrows to move to the next page of information. 8.
Calling a number in your Contacts list You can dial any number that you’ve entered in your Contacts list. 1. Make sure wireless mode is on. See page 18 for details. 2. From the Contacts view, tap the number you want to call. Tip: You can use the Instant Lookup feature to locate the entry you want to call. See the section that begins on page 70 for details. You can also roll the rocker switch to scroll to the number you want to call, and then press the rocker switch to dial the number.
Changing Contact entry details The Contact Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Contact Entry Details dialog box: 1. Tap the name for the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4. Select any of the following settings: Category Assign the entry to a category. Private Hide this entry when Security is turned on.
Missed call Tap arrow to select the call category: All, Incoming, Outgoing, or Missed Outgoing call Incoming call Tap Details to view time and duration 3. Tap the pick list at the top of the screen to display a specific type of call: Missed, Incoming, or Outgoing. Tip: To temporarily store a number in your communicator’s memory, tap Details, tap Copy Phone #, and then tap Done. You can now Paste this number into any application on your communicator.
Purging Call History Your Treo continues accumulating Call History information for up to 1,000 calls until you purge the Call History list. To conserve storage space, we recommend that you purge this list periodically. Note: Using the Purge function permanently removes the calls from your communicator. You cannot undo this process to restore the information. To purge entries in Call History view: 1. From the Call History view, tap the Menu icon . 2. Under Record, tap Purge.
Receiving Calls Whenever your communicator’s wireless mode is on and you are within a coverage area, you can receive incoming calls. An incoming call turns on your communicator’s screen if it is off and displays the following alert: Caller’s name and phone number if available Tap Ignore to send the call to voicemail Tap Answer to accept the call To answer a call while it is ringing, do any of the following: ■ Open the lid if it is closed. ■ Tap Answer if the lid is open.
Using the speakerphone The speakerphone button enables you to view your communicator screen and use other applications while you’re talking on the phone. Note: The speakerphone feature is optimized for one or two people that are reasonably close to the phone. It is not designed for a conference room or large group. This feature is not available when a headset is attached to your phone. To use the speakerphone: 1. Place a call. 2. From the Active Call screen, tap Spkrphone.
Handling Multiple Calls You can use the Active Call view to handle a variety of situations that involve multiple calls. During an active call, you can receive or place another call, switch between two active calls, and create a 3-way conference call. For example, when you’re talking to a friend, you can place another call to a restaurant to make dinner reservations, and return to your friend to confirm the time and place.
1st call status 2nd call status Tap Key Pad to access a voice prompt system Tip: If you called an automated phone system that prompts you to enter a menu selection or phone extension, tap Key Pad to respond to the voice prompts. To use 3-way calling: 1. Answer or place two calls. 2. Tap 3-way Call to join the two calls. Tap 3-way Call 3. Tap Cancel 3-way to return to the previous active call and to place the other call on hold, or tap Hang Up to end both calls.
Tap here to forward all calls to a specific number Tap here to display current network settings Tip: You can define multiple forwarding numbers. Select Edit numbers from the list to add, change, or delete a number. You can also configure your communicator to forward calls only in special situations, such as when you are busy or outside a coverage area. See Appendix E for details. 4. Tap OK.
Tap OK to dismiss the call without calling back Note: Tap Call Back to dial the number If the caller’s phone number is not available, the Call Back button does not appear on the Missed Call screen. Calling an emergency number Your Treo provides easy access to emergency numbers such as 911 in the United States or 112 in Europe. To call an emergency number: 1. Make sure wireless mode is on. See page 18 for details. 2. Press the PhoneBook application button . 3.
Record menus Contacts list view Contacts edit view Call History view Contacts record view Options menus Dial Pad & Speed Dial views Contacts view Contacts record & edit views Call History view Phone Preferences Opens a dialog where you can lock your SIM card to prevent unauthorized use of your communicator’s wireless mode features.
■ Remember last category. Determines how the Contacts list appears when you return to it from another application. If you select this check box, the Contacts list shows the last category you selected. If you clear it, the Contacts list displays the All category. ■ List By. Determines how the Contact entries are sorted in the Contacts view, and also controls the PhoneBook Instant Lookup feature and SMS address lookup options. Call Preferences ■ Block outgoing caller ID.
Rename Custom Fields These custom fields appear at the end of the Contact Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all Contacts records. Select Network ■ Available networks. Enables you to manually select networks while roaming if multiple service providers are available. When you manually select a network, your Treo finds only that network until you either choose another network, or return to Automatic Mode.
Date Book Plus When you open Date Book Plus, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book Plus is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.
4. Tap the time columns on the right side of the Set Time dialog to set the Start Time. Start Time Tap to scroll to earlier hours Tap to change hours Tap to change minutes Tap to scroll to later hours 5. Tap the End Time box, and then tap the time columns to set the End Time. 6. Tap OK. 7. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. To schedule an event for another day: 1.
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 or tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event.
Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in Date Book Plus. You can set an alarm to sound minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days. When you set an alarm, this icon appears to the far right of the event with the alarm. When the alarm tone sounds, a reminder message also appears onscreen. Note: Make sure the ringer is on.
Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day. Typically, a continuous event is an untimed event such as a business trip or a vacation that continues for several days but doesn’t occur at a particular time of day.
Changing and deleting repeating or continuous events If you change or delete a repeating or continuous event you can apply the action to only the current event, to all instances of the event, or to the current event and instances that follow. To change or delete repeating events: 1. Select the record you want to change or delete. 2. Tap Details. 3. Enter the change and tap OK, or tap Delete. 4. Tap one of the following: Current. Changes or deletes only the current instance of the repeating event. All.
Changing the Date Book Plus view In addition to displaying the calendar for a specific day, you can also display a whole week in graph or text format, a month, a year, or a list of your appointments, as well as the current time. To cycle through Day, Week, Week with Text, Month, Year, and List views: ■ Repeatedly press the Date Book Plus application button communicator to display the next view. on the front panel of your To display the current time: 1.
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.
Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous event Dots on right or left side indicate events Dots below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View. See page 118 for details.
Tips for using Year View Keep the following points in mind: ■ Tap a day to display the date and events for that day in the title bar. A minus sign indicates only one event is scheduled on that day. A plus sign indicates multiple events are scheduled on that day. ■ Tap the scroll arrows in the lower-right corner to move forward or backward a day. You can also roll the rocker switch or press the scroll buttons on the front panel of your communicator to move between days.
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 conflict Working with floating events Date Book Plus can include events that are a combination of a To Do item and a Date Book event.
Tips for using floating events: ■ To prioritize floating events, enter a number followed by a space or dash as the first few characters of the description. ■ To convert an existing event to a floating event, select the event, tap Details and select Float as the Type. ■ When you complete a repeating floating event, it marks only the current occurrence of the event as complete. ■ Avoid scheduling a floating event that repeats daily. These events can accumulate quickly unless you complete them each day.
Using the Daily Journal You can use the Daily Journal feature to record events as they occur. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule. The Daily Journal is especially useful for tracking activities such as sales calls, start and end times for consulting or other work, or keeping a record of how you spend your time at the office. To create a Daily Journal entry: 1. Tap the Day View button. 2.
4. Tap New and select Template from the list. Tap to create an event from a template 5. Select the event from the Appointment Templates list. 6. Tap OK. Date Book Plus menus Date Book Plus menus are shown here for your reference, and Date Book Plus features that are not explained elsewhere in this guide are described here. See page 61 for information about choosing menu commands.
Options menu Week View Week View with Text Day View Year View List View Month View Preferences (Day View) Page 118 ■ Start/End Time. Defines the start and end times for Date Book Plus screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ Event Duration. Defines the default duration for new events. ■ Week Start. Defines the first day of the week. This setting overrides the System Preferences setting for all Date Book Plus views.
Display Options Chapter 6 ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts ■ Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling. ■ Show PM Label. Displays a “p” after PM times. ■ Show End Times.
Alarm Preferences Page 120 ■ Alarm Sound. Sets the tone of the alarm. ■ Snooze Sound. Sets the tone of the snooze alarm. ■ Remind Sound. Sets the tone of the reminder alarm. The reminder alarm sounds when the snooze alarm is not acknowledged. ■ Play Sound. Defines how many tones the alarm emits before it stops. The choices are Once, Twice, 3 Times, 5 Times, and 10 Times. ■ Repeat Alarm. Defines how many times the alarm repeats when it is not acknowledged.
To Do Preferences ■ Show Categories. Displays the To Do items in the categories you select. ■ Priorities Displayed. Displays To Do items with the selected priority level. The choices are 1 only, 1-2, 1-3, 1-4, and 1-5. ■ Show Priority. Displays the priority level for To Do items. ■ Show Completed Items. Displays completed To Do items. ■ Show Undated Items. Shows all To Do items that have not been assigned a due date. ■ Show Dated Items. Shows all To Do items that have been assigned a due date.
Week Preferences ■ Time Format. Defines the format of the time display. The choices are No Time, 11p, 11:30p, 23, 23:30. ■ Display To Do. Defines where To Do items will appear on the Date Book Plus screen. The choices are Top, Bottom, and Hide. ■ Week Start. Defines the first day of the week for Week View with Text. ■ Wordwrap Single Entry. Wraps text in cells that contain a single event to display as much text as will fit in the cell. ■ Hide Untimed Floating Events.
Year Preferences ■ Hide Floating and Done Items. Removes floating events and completed To Do items from the Year View display. ■ Hide Untimed Events. Removes untimed events from the Year View display. ■ Hide Zero Duration Events. Removes events without a duration from the Year View display. ■ Hide Events <. Removes events that are shorter than the time you specify from the Year View display. The choices are 0.5, 1, 2, 4, 8, and 12. ■ Hide Daily Repeating Events.
Blazer If you can’t hold the world in the palm of your hand, at least you can hold the World Wide Web when you use Blazer to browse the Internet on your communicator’s screen. To use Blazer, you must subscribe to data services from your wireless service provider, and you must have an account established with an ISP (Internet Service Provider). Many wireless service providers also provide ISP services.
While a page is loading, a Progress icon appears in the lower right corner of the screen. You can tap links to other pages as soon as they appear. You don’t need to wait until a page fully loads. To stop loading a page, tap the Stop icon in the lower left corner of the screen. Tap to go to home page 6. To scroll through a page, do any of the following: ■ Roll the rocker switch. ■ Press the scroll buttons on the front panel of your communicator.
Adding bookmarks You can store up to 100 bookmarks and group them in categories by placing similar links on the same bookmark page. See page 127 for information on creating page categories. To add a bookmark: 1. From the Page view, tap the Bookmark view icon . 2. Tap an empty bookmark slot. Tap an empty slot 3. Tap Use Current to add a bookmark for the current page, or enter a Name, Description, and URL for the page you want to bookmark. 4. Tap OK.
Deleting bookmarks If your bookmark list becomes full, or you no longer need an entry, you can delete it. To delete a bookmark: 1. From the Bookmark view, tap Edit. 2. Tap the entry you want to delete. 3. In the Edit Bookmark dialog, tap Delete. 4. Tap OK to confirm deletion. 5. Tap OK. Arranging your bookmarks As your bookmark list grows, you may want to rearrange the entries or move entire pages. You can assign a title to each bookmark page and arrange the entries by category.
To rearrange bookmark pages: 1. From the Bookmark view, tap Edit. 2. Drag the page to the slot where you want it to appear. A grey line appears next to the page when it is in drag mode. When dropping a page on the top row, the grey line appears to the left of the slot where the page will appear. When dropping a page on the bottom row, the grey line appears to the right of the slot where the page will appear. Drag a page to another slot 3. Tap OK.
Properties Displays the Page Properties dialog box where you can view the Page Name, URL, Size (Bytes) and whether the page was loaded from the cache.
Preferences Browser tab: Home page. Displays the URL of the current home page selection. Tap this option to open the Set Home Page dialog box and select a different home page. To restore the factory default Home Page setting, tap Restore in the Set Home Page dialog box. ■ Note: Page 130 Some service providers may not support the default Home Page setting. ■ Initial view. Determines whether the Page view or Bookmark view appears when you start the Blazer application. The default option is Page view.
Preferences (continued) Advanced tab: ■ Cache Size (K). Displays the amount of memory that Blazer reserves to store recently viewed pages. The amount of free memory available on your communicator appears below this option. ■ Clear. Erases all the pages stored in the cache. You cannot cancel or undo this action. ■ Accept Cookies. Enables the receipt of Internet cookies. The default setting for this option is on. ■ Clear Cookies. Erases all the cookies stored on your communicator.
SMS Messaging In addition to dialing and receiving voice calls, you can use your Treo to send and receive short text messages. These text messages, also called SMS (Short Message Service) messages, are similar to e-mail messages that you send and receive from your computer, but are limited to 160 characters in length. The person receiving your message must also have a GSM mobile phone and a wireless service provider that supports text messages.
Receiving SMS messages When you receive SMS messages, the New SMS Messages alert appears. Note: You can receive SMS messages even if you don’t subscribe to your wireless service provider’s SMS service. Number of new messages Most recent message In the New SMS Messages alert dialog box, you can save or respond to the first message by tapping any of the following buttons: OK Saves the message in the SMS Messages Inbox category, dismisses the alert dialog box, and returns you to the previous application.
Viewing messages SMS Messaging enables you to quickly view your incoming messages. You can also view messages you’ve sent and pending messages that will be sent when a signal is available. To view SMS messages: 1. Press the SMS Messaging application button on the front of your communicator. Message category pick list Current message Message header Message text 2. Tap the pick list in the upper-right corner to select the message category you want to view: Inbox, Sent, or Pending. 3.
Replying to messages You can send an SMS message as a response, or you can call the person who sent you the message. To send an SMS message reply: 1. From the SMS Messages Inbox, tap the header of the message to which you want to reply. Selected message Tap Reply to respond to the message 2. Tap Reply. 3. Enter the message text. When you reply to an SMS message, SMS Messaging fills in the To field for you. When you reply to an SMS Email message, you must enter the e-mail address manually.
To create an SMS text message: 1. From any SMS Messaging list view, tap New. Note: If you defined a signature, it automatically appears at the end of your message. See page 137 for details on defining a signature. 2. Tap the To pick list and address the message by selecting one of the following: Tap To Address by Mobile Number Enter a mobile phone number to send an SMS message to another GSM mobile phone. Address by Email Address Enter an e-mail address to send an SMS message to an e-mail address.
Tap Boilerplate 4. Tap OK. 5. Make sure wireless mode is on. See page 18 for details. 6. Tap Send. The message goes into the Pending category until your phone transmits the message. After your message transmits, your Treo places a copy in the Sent category. If an error occurs while sending the message, an ! appears next to the message header. Tap the message header to view information about why the message did not go through. Creating a message signature You can create a signature of up to 80 characters.
Creating boilerplates When you create a message you can use the Boilerplate pick list to insert predefined text in your message. You can also add items to the list and modify any of the items you add. 1. From any SMS Messaging list view, tap the Menu icon . 2. Under Options, tap Boilerplate Text. Tap an entry to edit it Tap New to create a new boilerplate 3. Tap New, or tap an entry you created that you want to edit. 4. Enter or modify the text in the Boilerplate dialog box, and then tap Done.
To forward messages: 1. From the SMS Inbox or Sent category, tap the header of the message you want to forward. 2. Tap the Menu icon . 3. Under Message, tap Forward. Tip: You can edit the forwarded message before sending it. 4. Address the message as described on page 135. 5. Make sure wireless mode is on. See page 18 for details. 6. Tap Send. Modifying messages You can modify any messages in the Pending category. To modify Pending messages: 1.
Sorting messages 1. From any SMS Messaging list view, Tap the Menu icon . 2. Under Options, tap Sort. 3. Tap the Sort by pick list to select the sort method you want to use. Tap arrow to select sort method Date Places the most recent messages at the top of the list. This is the default sort method. Name Places mobile phone numbers at the top of the list in numerical order, followed by e-mail addresses and names in alphabetical order. 4. Tap OK.
Older than 1 month Deletes all messages in the current category with a date earlier than 1 month prior to the current date. Except last 10 Keeps only the 10 most recent messages and deletes all other messages in the current category. All Deletes all messages in the current category. 5. Tap OK. 6. Tap Yes to confirm deletion. SMS Messaging menus SMS Messaging menus are shown here for your reference, and SMS Messaging features that are not explained elsewhere in this guide are described here.
Preferences About SMS Page 142 ■ SMS Message Center number. Enables you to enter the number for your wireless service provider’s SMS message center. This number is stored on your SIM card. ■ SMS Email Center number. Enables you to enter the telephone number for your wireless service provider’s e-mail gateway. This number is stored on your communicator. If you move your SIM card to another phone, you need to enter this number to send SMS messages to an e-mail address. ■ Confirm deletions.
To Do List To Do reminds you of tasks you have to complete. A record in To Do List is called an “item.” To create a To Do item: 1. Tap the Applications icon 2. Tap the To Do List icon . . 3. Tap New. New To Do item Tap New 4. Enter the text of the To Do item. The text can be longer than one line. 5. Tap anywhere onscreen to deselect the To Do item. Tip: If no To Do item is currently selected, writing in the Graffiti writing area automatically creates a new item.
Setting a due date You can associate a due date with any To Do item. You can also sort the items that appear in the list based on their due date. To set a due date for a To Do item: 1. Tap the text of the item whose details you want to change. 2. Tap Details. 3. Tap the Due Date pick list. Tap here 4. Tap the date that you want to assign the item: Today Assigns the current date. Tomorrow Assigns tomorrow’s date. One week later Assigns the date exactly one week from the current date.
Tap here 4. Tap the category that you want to assign the item. 5. Tap OK. Tip: If you turn on the Show Categories option in the To Do Show options dialog, you can tap directly on the category in the To Do list to assign categories. Checking off a To Do item You can check off a To Do item to indicate that you’ve completed it. You can set To Do List to record the date that you completed the To Do item, and you can choose to show or hide completed items as described on page 145.
2. Select any of the following settings: Show Completed Items Displays your completed items in the To Do list screen. If you turn off this setting, your To Do items disappear from the list when you complete (check) them. Items that no longer appear on the list because you turn off this setting have not been deleted. They are still in the memory of your communicator. Purge completed items to remove them from memory.
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 communicator. A record in Memo Pad is called a “memo.” To create a new memo: 1. Tap the Applications icon 2. Tap the Memo Pad icon . . 3. Tap New. Tap New Tip: In the Memo list screen, you can also begin writing in the Graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo. 4.
Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this guide are described here. See page 61 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo. Record menus Memo list Memo screen Options menus Memo list Memo screen Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos.
Calculator Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. In Advanced mode you can access scientific functions and perform sophisticated math calculations. This section explains how to select the operating mode and use the buttons and menu options available in each mode. Selecting the Calculator mode The Toggle Mode command enables you to choose whether you want to work in Basic Calculator mode or Advanced Calculator mode.
Displaying Recent Calculations The Basic Calculator’s Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the Menu icon . 2. Tap Options, and then tap Recent Calculations. 3. After you finish reviewing the calculations, tap OK. Using the Advanced Calculator mode The Advanced Calculator screen consists of three regions.
Primary buttons Clears the entire calculation and enables you to begin a fresh calculation. Clears the last digit you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to reenter the number without starting the calculation over. Enters an exponent symbol in the calculation. Opens the Constants dialog box where you can select a constant to include in the calculation.
Trigonometry buttons Calculates the sine of the current number. Calculates the cosine of the current number. Calculates the tangent of the current number. Calculates the hyperbolic sine of the current number. Calculates the hyperbolic cosine of the current number. Calculates the hyperbolic tangent of the current number. Calculates the arc (inverse) sine of the current number. Calculates the arc (inverse) cosine of the current number. Calculates the arc (inverse) tangent of the current number.
■ PV = 100,000 ■ FV = 0 2. Enter 12 and tap the P/Yr button to enter the number of payments per year. 3. Tap Edit. 4. Tap the Pmt line and erase all values on the line including zero. 5. Tap Solve. 6. Tap Done. You can use a similar process to solve other financial equations by entering four of the variables to find the value of the fifth variable. Stores the current number as the total number of payments over the life of the loan. Stores the current number as the annual percentage rate of interest.
Logic buttons Shifts the value to the left and fills the new places with zeros. Enters D in a hexadecimal calculation. Enters E in a hexadecimal calculation. Enters F in a hexadecimal calculation. Calculates bit-by-bit commonalities between two arguments. Calculates bit-by-bit unique occurrences in two arguments. Shifts the sign bit to the right in signed mode. Enters A in a hexadecimal calculation. Enters B in a hexadecimal calculation. Enters C in a hexadecimal calculation.
Generates a random number between 0 and 32767 and then divides this number by 32768 to generate a random fraction between 0 and .99997. Returns the number of combinations of n items taken m at a time. Returns the number of permutations of n items taken m at a time. Weight/Temp buttons Indicates the current value is entered in ounces. When you tap this button after tapping another unit of measure, it converts the value to ounces. Indicates the current value is entered in pounds.
Indicates the current value is entered in nautical miles. When you tap this button after tapping another unit of measure, it converts the value to nautical miles. Indicates the current value is entered in millimeters. When you tap this button after tapping another unit of measure, it converts the value to millimeters. Indicates the current value is entered in centimeters. When you tap this button after tapping another unit of measure, it converts the value to centimeters.
Volume buttons Indicates the current value is entered in teaspoons. When you tap this button after tapping another unit of measure, it converts the value to teaspoons. Indicates the current value is entered in fluid ounces. When you tap this button after tapping another unit of measure, it converts the value to fluid ounces. Indicates the current value is entered in cups. When you tap this button after tapping another unit of measure, it converts the value to cups.
8. From the Advanced Calculator screen, tap the Menu icon . 9. Tap Program, and then tap Import. 10. Tap the pick list and select the view you modified. 11. Tap Import. 12. Tap Replace to change an existing definition, or tap Add to create an additional definition. 13. Tap OK, and then tap Done. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this guide are described here.
CityTime CityTime enables you to display the day and time in your home city and in four other cities around the globe. Whether you’re travelling or at home, now it’s easy to keep track of the best time to reach your business associates, friends, and family in far away places. Note: CityTime does not automatically update the current time for Daylight Savings Time. Setting your home city The home city serves as a point of reference for your other city selections.
2. Tap the remaining pick lists and select the other three cities you want to display. Tip: You can temporarily display the day and time for any other city by tapping the city’s location on the map display. Adding cities If the city you want to display is not in the predefined list, you can use the Edit Cities command to add it. To add a city to the list: 1. Tap the Menu icon . 2. Tap Options, and then tap Edit Cities. 3. Tap New. 4. Enter the city name and other information. 5. Tap OK.
Expense Expense enables you to record the date, expense type, and the amount that you spent. A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. To create an Expense item: 1. Tap the Applications icon 2. Tap the Expense icon . . 3. Tap New.
Changing the date of an Expense item Initially, Expense items appear with the date you enter them. You can use Expense to change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. Tap date 3. Tap the new date. Entering receipt details Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box.
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 company-paid cell of your printed expense report spreadsheet. See the section that begins on page 165 for more information. Currency Enables you to choose the type of currency used to pay the Expense item. The default currency unit is defined in the Preferences dialog (see page 167).
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. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box.
Show currency Shows or hides the currency symbol in the Expense list. 3. Tap OK. Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your communicator, you can view and print the data with your computer. Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates. Microsoft Excel is not included with the Treo communicator package.
Click Print to display the expense report in the Print Preview window, and then click Print in the Microsoft Excel window to print your expense report. Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner. Using expense report templates Palm Desktop software includes several expense report templates.
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.
Preferences About Expense Page 168 ■ Use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone” which is the first expense type beginning with the letters “TE.” ■ Default currency. Sets the default currency symbol for Expense. Shows version information for Expense.
SIM Book In addition to storing your phone number and billing information, your SIM card also contains a phone list where you can store names and numbers that are separate from your Contacts and Speed Dial lists. By storing a phone list on your SIM card, you have immediate access to your phone list if you move your SIM card to another phone. The SIM Book application is a utility that enables you to view and manage the phone list on your SIM card.
Copying entries from your SIM card to your Speed Dial list Just as you can copy entries from your PhoneBook Speed Dial list to your SIM Book, you can also copy entries from your SIM card to your PhoneBook Speed Dial list. To copy entries from your SIM card to your Speed Dial list: 1. Tap SIM in the pick list in the upper-right corner. 2. Tap the entry you want to copy. Tip: To copy all the numbers in your Speed Dial list, select Copy All from the Edit menu.
Dialing entries on your SIM card In addition to storing phone numbers on your SIM card, you can also dial numbers using SIM Book. To dial entries from your SIM card: 1. Tap SIM in the pick list in the upper-right corner. Tip: You can also dial entries from your Speed Dial list by tapping Speed Dial instead. 2. Select the entry you want to dial. Tip: You can also send a text message to an SMS-enabled mobile phone by tapping a mobile phone number and then tapping SMS instead of Dial.
SIM Services The SIM Services application provides an interface between your SIM card and your phone. It enables your SIM card to store applications from your wireless service provider that can control functions on your phone. For example, your wireless service provider might offer an application that provides a secure connection for online banking services. To use SIM Services 1. Tap the Applications icon 2. Tap the SIM Services icon on the front of your communicator. . 3.
Chapter 7 Setting Preferences for Your Communicator The Preferences screens enable you to customize the configuration options on your Treo™ 180g communicator. In the Preferences screens, you can do the following: Buttons Assign different applications to many of the buttons and icons on your communicator and the HotSync® cable as well as the full-screen pen stroke command. Connection Configure your communicator for use with a HotSync cable, for infrared communication, or for wireless data communication.
Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of your communicator, the Calculator icon in the Graffiti writing area, and the HotSync button on the cable. For example, if you find that you seldom use SMS Messaging and often use To Do List, you can assign the SMS Messaging button to start To Do List.
To change the Pen Preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the full-screen pen stroke: Backlight Turns on the backlight on your communicator. 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 communicator. You must assign a password to lock the communicator.
Connection Preferences The Connection Preferences screen lets you create configurations for communicating with other hardware devices: PC, Modem, or Infrared. Configurations, or profiles, once activated are available to applications on your communicator. The Connection Preferences screen displays a list of available configurations that you can modify as needed. This list will vary depending on the software you have added to your communicator.
Setting wireless modem configurations Wireless modem configurations enable you to use your communicator to communicate with your ISP or dial-in server. In most cases the configuration software on the Handspring CD will set up the Connection and Preferences settings you need to connect to your ISP or dial-in server.
7. Tap the Speed pick list and select 57,600. 8. Tap the Country pick list and select the country in which you are using your communicator. 9. Tap the Flow Control (Flow Ctl) pick list, and select Automatic, On (Xon), or Off (Xoff) flow control for the modem connection. 10. If needed, edit the Init String to change the modem setup string. 11. Tap OK twice to return to the Connection Preferences screen.
7. Enter the initialization string appropriate for your communicator. 8. Tap OK twice to return to the Connection Preferences screen. Digitizer Preferences The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen that appears when you start your communicator for the first time. You can recalibrate your screen after a hard reset, or if your digitizer drifts.
Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your communicator. To select the time, date, week start, and numbers format: 1. Tap the Time pick list and select a format. 2. Tap the Date pick list and select a format. 3. Tap the Week starts pick list, and select whether you want the first day of the week to be Sunday or Monday.
System, alarm, and game sounds Your communicator 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. Note: If the ringer switch is set to no sound, the ringer setting overrides the sound settings and all sounds are turned off. The system, alarm, and game sounds are used when the ringer switch is set to the ring position. To set the system, alarm, and game sounds: 1.
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. Note: If you want to enter a name for a new service template, see page 186 for details. 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.
To enter a password: 1. Tap the Password field. 2. Enter the password you use to log into your server. Enter password here Tap here 3. Tap OK. Note: The Password field updates to display the word “Assigned.” Selecting a connection The Connection Preferences settings tell your communicator about the hardware you are using for remote data connections.
Adding telephone settings When you select the Phone field, your communicator 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.
Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1. Tap the Disable call waiting check box to select it. Select this box if you need to disable Call Waiting Enter your disable code here 2. Enter the code to disable Call Waiting on the Disable call waiting line.
Connecting to your service After you set your Connection and Network Preferences, establishing a connection to your Internet Service Provider (ISP) or your company’s network (dial-in server) is easy. To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the bottom scroll button.
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.
Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods. In the Details dialog box, you enter each section separately.
To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2. Tap the space to the left of the first period then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK. Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP.
Send Transmits specific characters to the TCP/IP server to which you are connecting. Send CR Transmits a carriage return or LF character to the TCP/IP server to which you are connecting. Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen. Send Password Transmits the password entered in the Password field of the Network Preferences screen. If you did not enter a password, this command prompts you to enter one.
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. Checking your wireless service status Make sure the wireless mode on your communicator is active and that you are in a coverage area. The LED on the top of your communicator and the signal bars at the top of the PhoneBook screen provide visual cues about the wireless mode status. See page 15 and page 84 for details.
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 communicator. If you use the Security application to turn off and lock your communicator with a password, information that you put in the Owner Preferences displays the next time you turn on your communicator. To enter the Owner Preferences: ■ Enter the text that you want to associate with your communicator in the Owner Preferences screen.
Ringer Preferences The Ringer Preferences screen controls the behavior of the ringer on your communicator. You can control the ring volume, select unique ring tones for incoming voice calls and SMS messages, and turn the vibrate option on and off for each of the two ringer switch positions. To select Ringer Preferences: 1. Tap the Ring Volume pick list and select the level you want to use for incoming voice calls and SMS messages. 2.
To create a ShortCut: 1. Tap New. 2. On the ShortCut name line, enter the letters you want to use to activate the ShortCut. Tap New 3. Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters. Tip: You may want to add a space (space character) after the last word in your ShortCut text. This way, a space automatically follows the ShortCut text. 4. Tap OK. Tip: To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
Chapter 8 Advanced HotSync® Operations HotSync® Manager enables you to synchronize data between one or more Palm OS® devices and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Treo™ 180g communicator and your desktop software either directly, by connecting your communicator to the HotSync cable attached to your computer or using infrared communication, or indirectly, with using the built-in wireless modem or a network.
Available only when Palm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software. Manual Monitors requests only when you select HotSync Manager from the Start menu. Tip: If you’re not sure which option to use, keep the default setting: Always available. 4. Click the Local tab to display the settings for the connection between your computer and the HotSync cable, and adjust the following options as needed.
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 communicator and your 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.
4. Select Enable infrared communication. Infrared ports The COM port displayed on this screen is the port associated with your infrared device. It should be different from the port currently defined for cable synchronization. 5. Write down the port listed as “Providing application support” so you can configure HotSync Manager for infrared communication. This port is the simulated port.
6. Click OK. 7. Disable any other application that opens the IR port. Configuring HotSync Manager for infrared communication Next you need to go to the HotSync Manager and configure it for infrared communication. In Windows 98 and Me, you need to specify the simulated port used for infrared communication. In Windows 2000, you simply need to activate the infrared menu item. To configure HotSync Manager for infrared communication with Windows 98 and Me: 1.
The HotSync Manager is now communicating with the simulated port defined for infrared communication. Note: You cannot use your cable again until you reconfigure the HotSync Manager to communicate with the port defined for cable synchronization. To configure HotSync Manager for infrared communication with Windows 2000: 1. If necessary, start HotSync Manager. 2. Click the HotSync Manager icon in the Windows system tray. 3. Choose InfraRed from the HotSync Manager menu.
Returning to serial cable HotSync operations It’s easy to return to using the cable for HotSync operations. Note: If you’re using a USB cable and the Local USB option is already selected on the HotSync Manager menu, you don’t need to do anything to return to cable operations. To return to serial cable HotSync operations with Windows 98 and Me: 1. If needed, connect the cable to your computer. 2. Click the HotSync Manager icon in the Windows system tray. 3. Choose Setup, and then click Local. 4.
Preparing your computer There are a few steps you must perform to prepare your computer for a wireless HotSync operation. Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your communicator. To prepare your computer for a wireless HotSync operation: 1. Confirm that the computer modem is connected and turned on, and that no communications applications, such as fax or telephony software, are running on a COM port.
Preparing your communicator There are a few steps you must perform to prepare your communicator for a wireless HotSync operation. To prepare your communicator for a wireless HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Modem. 4. Tap the pick list below the HotSync icon and select Wireless Modem. 5. Tap the Enter Phone # field. Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see page 206. 6.
Selecting the conduits for a wireless HotSync operation The Conduit Setup dialog box on your communicator enables you to define which files and/or applications synchronize during a wireless HotSync operation. You can use these settings to minimize the time required for wireless synchronization. To change the Conduit Setup for a wireless 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.
Conducting a HotSync operation via a network When you use the Network HotSync software, you can take advantage of the Local Area Network (LAN) and Wide Area Network (WAN) connectivity available in many office environments.
5. Click OK. 6. Connect your communicator to the cable and press the HotSync button. The HotSync operation records network information about your computer on your communicator. With this information, your communicator can locate your computer when you perform a HotSync operation over the network. To prepare your communicator for a dial-in network HotSync operation: Note: If you are performing a network HotSync operation via a LAN, you do not need to prepare your communicator and can skip to page 208. 1.
Performing a network HotSync operation via a LAN You are ready to perform a network HotSync from another computer on your network after you select Network from the HotSync Manager menu on both your primary computer and the computer you want to use for the network HotSync operation. To perform a network HotSync operation via a LAN: 1. Connect your communicator to a HotSync cable that is connected to a computer on the LAN. 2. Press the HotSync button on the cable.
Creating a user profile If you need to configure several Palm OS® communicators with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into a communicator 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 communicator. To create a user profile: 1. Open Palm Desktop software. 2.
To use a profile for the first-time HotSync operation: 1. Connect the new communicator to the HotSync cable. 2. Press the HotSync button on the cable. 3. Click Profiles. 4. Select the profile that you want to load on the communicator, and click OK. 5. Click Yes to transfer all the profile data to the communicator. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the communicator.
Appendix A Maintaining Your Communicator This chapter provides information on the following: ■ Proper care of your Treo™ 180g communicator ■ Maximizing battery life ■ Resetting your communicator Caring for your communicator Your communicator is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your communicator: ■ Take care not to scratch the screen of your communicator. Keep the screen clean.
■ If the battery becomes low in the course of normal use, an alert appears on the communicator screen describing the low battery condition. If this alert appears, connect your communicator to the HotSync cable or travel charger to charge the battery. ■ If the battery drains to the point where your communicator does not turn on, it stores your data safely for about three days. In this case, there is enough residual energy in the battery to store the data, but not enough to turn on your communicator.
Performing a warm (or safe) reset A warm (or safe) reset bypasses system extensions on your communicator, such as HackMaster hacks or system patches. Performing a warm reset enables you to uninstall a third-party application that may be causing a problem. To perform a warm reset: 1. Press and hold the top scroll button on the front panel of your communicator. 2. While holding down the top scroll button, use the reset tool (or similar object without a sharp tip) to gently press the reset button. 3.
To restore your data after a hard reset: 1. Click the HotSync Manager icon the taskbar). Tip: in the Windows system tray (bottom-right corner of You can also click the HotSync command on the Palm Desktop software menu bar. 2. From the HotSync Manager menu, choose Custom. 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld.
Appendix B Troubleshooting Tips If you encounter a problem with your Treo™ 180g communicator: ■ Review this section to see if your problem is listed ■ Check our web site at www.handspring.com for the latest technical support information Note: Thousands of third-party add-on applications have been written for Palm OS® devices. Unfortunately, we are not able to support such a large number of third-party applications.
Operating problems Problem Solution My communicator won’t turn on. Try each of these in turn: ■ Adjust the contrast settings. ■ Make sure the battery is fully charged. ■ Perform a soft reset. See page 212 for details. ■ If your communicator still does not operate, try a hard reset. See page 213 for details. My communicator keeps turning itself off. Your communicator is designed to turn itself off after a period of inactivity. This period can be set at one, two, or three minutes.
Tapping and writing problems Problem Solution When I tap the buttons or screen icons, it activates the wrong feature. Calibrate the screen. See page 179 for details. When I tap the Menu icon nothing happens. , I can’t get my communicator to recognize my handwriting. Appendix B Not all applications or screens have menus. Try changing to a different application. ■ For your communicator to recognize hand-writing input with the stylus, you need to use Graffiti® writing. See Chapter 2 for details.
Wireless communication problems Problem Solution I can’t use the wireless features ■ Make sure your Treo battery is charged. ■ Make sure wireless mode is on. To turn on wireless mode, press and hold the power button for at least two seconds, until you hear a confirmation tone. An ascending tone means wireless mode is now on, a descending tone means wireless mode is now off. ■ Make sure your SIM card is properly inserted.
My Treo won't register to the network I tried dialing a phone number, but my Treo just beeps at me ■ You are probably outside a network coverage area. Try using another GSM phone to verify whether coverage is available in your current location. ■ If coverage is available in your location, try your SIM card in another GSM phone. If it still doesn’t work, your SIM card may be malfunctioning. Contact your wireless service provider for another SIM card.
The Blazer® application won’t connect to the Internet ■ Confirm that you wireless service plan includes data services and not just voice minutes. ■ Check with your Internet Service Provider to confirm that your Network Preferences settings are properly configured. 1.Tap the Applications icon . 2.Tap the Preferences icon . 3.Select Network from the pick list in the upper-right corner. 4.Check your Username, Password, and the phone number.
I get an error message when I send an SMS message to an email address Make sure you have subscribed to and enabled the SMS Email feature. You need to get the SMS Email Center number from your wireless service provider and enter it in the SMS Preferences dialog. This number is different from the SMS Message Center number you use to send messages to other mobile phone numbers. See page 132 for details.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your communicator is not set to the current date. Make sure the Set Date box in the General Preferences screen displays the current date. See page 22 and page 180 for details. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upper-right corner of the screen). Choose All to display all of the records for the application.
HotSync problems Problem Solution Why can’t I synchronize my communicator with my computer? Try each of these in turn. After each step, try to synchronize to see if the problem persists: ■ Make sure you installed the software that came with your communicator. You must install this software even if you upgraded from another Palm OS handheld. ■ Make sure there are no active calls on your Treo before you begin a HotSync operation.
I did a HotSync operation, but one of my applications did not synchronize. Click the HotSync Manager and choose Custom. Make sure that the conduit appears on the list and that it is set to Synchronize the files. See page 197 for details. I cannot launch the HotSync Manager. ■ Make sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the port you selected in the Setup dialog box. ■ Reinstall the Palm Desktop software.
I tried to do a wireless HotSync operation, but it did not complete successfully. (continued) Check the following on your communicator: ■ Confirm that you are inside a coverage area, and that the signal is strong. ■ 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 communicator and entered the correct code.
Password problems Problem Solution I forgot the password, and my communicator is not locked. You can use Security to delete the password. If you do this, your communicator deletes all entries marked as private. You can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. In this case, the following procedure restores your private entries and lets you access them: 1.
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.
To customize a sample Expense Report template: 1. Make a backup copy of the contents of the Template folder. 2. Double-click the name of the sample template you want to modify to open it in Microsoft Excel. 3. Make any changes that you want to the names (or other information) in the sample template. Important: Do not insert rows or columns in the sample template. Doing so changes the way your Expense data maps to the template and causes errors.
Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report. Labels There are two kinds of labels that you need to define for your report: day/date and expense type. Each kind of label can be either Fixed or Variable. A Fixed label means that the label always appears as a header at the beginning of a row or column. If a label is not Fixed, it is variable.
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.
All rows related to template are selected 4. From the Edit menu, choose Copy. 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.
Determine whether the Rows will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Row section (columns 2–5). Determine whether the Columns will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Column section (columns 6–9). 10.
If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed. Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all appear in the same column. 13.
Using applications other than Microsoft Excel You can use applications other than Microsoft Excel (such as Lotus 1-2-3 or Quattro Pro) to open and manipulate the Expense data on your computer. The data file is named “Expense.txt,” and is stored in the Expense folder, within the folder containing the communicator user data. Expense data in the Expense.txt file is in tab-delimited format. Expense file details The Expense.txt file contains four groups of data.
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 singlebyte value between 0 and 31.
Page 236 Non-ASCII Characters for Login Scripts
Appendix E Advanced Call Forwarding Options Some wireless service providers support advanced call forwarding options through the use of GSM feature codes. These advanced call forwarding options are turned on and off and configured by dialing specific code numbers with your communicator. Note: Not all wireless service providers support all of these codes. Contact your wireless service provider for more information about which services are available to you. To use the advanced call forwarding options: 1.
Forwarding calls that you do not answer Code What it does *61*number_to_ forward_to# Forwards all calls you receive and do not answer. This option is similar to the way that voicemail typically works. *#61# Reports whether or not you activated the call forwarding for calls you do not answer option. #61# Deactivates the call forwarding for calls you do not answer option, and the network stores the number to which you were forwarding calls.
Other Product Information Limited Warranty and End User Software License Agreement For warranty information and a copy of the End User License Agreement applicable to your Handspring product, please see the Handspring web site at http://support.handspring.com/esupport/forms/hsFileList.jsp?Type=Warranties. If you would like a copy of these materials mailed to you, or if you have any questions, please contact Handspring Customer Support.
Canadian RFI Statement This Class B digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. Safety and General Information IMPORTANT INFORMATION ON SAFE AND EFFICIENT OPERATION. Read this information before using your integrated multi-service portable radio.
Audio Safety Some hearing aids may be affected by some digital wireless phones. You may want to consult your doctor in the event of you experience interference with your hearing aid while using Treo. When using the speakerphone feature, it is recommended that you place Treo at a safe distance from your ear. Other Medical Devices If you use any other personal medical device, consult the manufacturer of your device to determine if it is adequately shielded from external RF energy.
Acknowledgments We would like to thank the following developers whose contributions were an integral part of the Handspring product: ■ C.E. Steuart Dewar Pimlico Software, Inc. www.gorilla-haven.org/pimlico ■ Darren Beck Code City www.codecity.com.au ■ Rick Huebner www.probe.net/~rhuebner/index.
Index Numerics 3-way calling 98 A ABA (Address Book archive file) 38 Accented characters Graffiti writing 34 onscreen keyboard 37 Active call 94, 97 Add-on applications 42–45 Address Book archive files (.aba) 38 Address Book.See PhoneBook Adjusting volume 14 Alarm preset 120 reminder 120 setting 107 sound 120, 181, 216 for untimed events 107 Alphabet Graffiti writing 31 onscreen keyboard 20 Anniversaries.
overview 52 Preferences 130 Properties 129 Web Page view 124 Boilerplates 138 Bold font for text 77 Bookmarks adding 126 arranging 127 deleting 127 editing 126 Brightness Control 14 Business card for beaming 80 Buttons power 15 ringer 15 scroll 14, 89, 134 Buttons preferences 174 C Cable connecting to computer 23 for local HotSync operations 78 serial 12, 23, 196, 223 USB 12, 23 Calculator Advanced mode 150 Area view 156 Basic mode 149 buttons explained 149, 150–157 Finance view 152 Length view 155 Logic v
opening 57 overview 159 remote cities 159 Clearing Calculator entries 149, 151 Codes, call forwarding 237 COM port.
fonts 77 List View 113 menus 117 Month view 112 notes for records 76–77 opening 51 overview 51 private records 75 purging records 66 repeating events 66, 108–109 scheduling events 104–106 selecting dates 105 start time for Day view 118 Sunday or Monday to start week 180 switching views 110 templates 116 To Do List items 115 untimed events 104, 106 Week view 110, 180, 222 Week View with Text 111 Year View 112 Dates Expense item 162 setting current 22, 222 To Do List record due 144, 144–145 Day (Date Book Plu
Excel, transferring Expense data to 165–167 Exchanging data.
operations using IR port 198–202 problems with 223–225 setting options 195–196 for synchronizing data 25 K Icons alarm 107 application 20, 40 battery 84 Call History 92 Dial Pad 89, 237 note 77 online Tips 21 onscreen 217 repeating event 108 signal strength 84 SIM Book 169 Voicemail 84 Idle timeout of ISP or server connection 187 Ignoring calls 95 Importing data 37–38 Incoming calls 92, 95–99 Indicators battery 15, 84 call status 96, 98 call waiting 97 missed call 99 network service 84 signal strength 84
overview 55 private records 75 reviewing memos 147 sorting records 74, 222 See also Notes Memory for beaming 225 Calculator 149 regaining 66 Memos.
Outgoing calls 92, 99–100, 102, 171 Outlook, connecting to 224 Overlapping events 114 Overview communicator 11 Owner preferences 192 P Palm Desktop software. See Desktop software Passwords 46–48 changing 47 creating 46 deleting 47 for network 182 forgotten 48, 226 Pasting text 65 Payment, Expense item 163 Pen. See Stylus Personal information managers.
R S Range of times in Day view 118 Receipts, recording in Expense 162 Receiving data. See Beaming information Records beaming 79–80 choosing categories 67 creating 63 Date Book Plus 104 defined 61 deleting 65, 109 displaying a category of 68 editing 64–65 Expense 161 fonts 77 hiding private 46, 74 lost 222 Memo Pad 147 notes for 76–77 PhoneBook 84, 89 private 74–75 purging 66 sorting 73–74 To Do List 143 Recurring events deleting 66 scheduling 108 Redialing a number 99 Reminder.
SIM Services 172 opening 60 Slider 193 SMS boilerplates 138 changing messages 139 copying text 138 creating messages 135 deleting messages 140 email messages 132, 136 enabling 132 forwarding messages 139 Inbox 134 Preferences 132 purging messages 140 receiving messages 133 replying to messages 135 resending messages 139 signature 137 sorting messages 140 SMS Messaging menus 141 opening 53 overview 53 Soft reset 212 Sorting applications 40 records 73–74, 222 Sorting messages 140 Sounds.
creating records 63, 143 deleting records 65 due date 144, 144–145, 146 fonts 77 menus 146 notes for records 76–77 opening 54 overview 54 prioritizing records 143, 146 private records 75 purging records 66, 146 sorting records 73 viewing items in Date Book Plus 111, 113 Today. See Current date Tracking events 116 Transferring data. See HotSync Transmitting data.
