Treo™ 270 Communicator User Guide GPRS 1.
Copyright Copyright © 2002 Handspring, Inc. All Rights Reserved. Handspring, Treo, and the Treo logo are trademarks of Handspring, Inc. and may be registered in some jurisdictions. Blazer and the Handspring logo are trademarks of Handspring Inc., are registered trademarks in the U.S.A., and may be registered in other jurisdictions. Portions copyright © 1998-2002 Palm, Inc. or its subsidiaries. All rights reserved.
Contents Introduction to Your Treo™ 270 Communicator . . . . . . . . . . . . . . . . . . . . . . . . . 11 Getting to know your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 What is a Treo communicator? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Looking up Contacts records in PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using Phone Number Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Blazer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125 Viewing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125 Working with bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 Blazer menus . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163 Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163 Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164 Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . .
ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196 Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196 Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197 Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231 About mapping tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .231 Customizing existing sample templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .231 Determining the layout of the Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Page 10 Contents
Chapter 1 Introduction to Your Treo™ 270 Communicator This chapter explains the physical buttons and controls on your Treo™ 270 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 use the wireless features of your communicator, you must have the following: ■ A GPRS account with your wireless service provider ■ A location where your wireless service provider has good GPRS coverage 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-Window
To upgrade: 1. Synchronize your old communicator with your old Palm Desktop software. This ensures that the latest information from your communicator is on your desktop computer. 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software (this is usually the Handspring or Palm folder), copy (do not move) your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions that begin on page 26.
Treo components Locating front panel controls Speaker Headset jack Screen Keyboard Rocker switch Contrast/ Brightness control Option key Application buttons Microphone Scroll buttons Page 14 Introduction to Your Treo™ 270 Communicator
Speaker Functions as the earpiece on your Treo. Headset jack Enables you to connect a hands-free headset for use with the wireless features. Use only headsets that are compatible with your communicator. 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.
Locating top panel controls Antenna Power button IR port Stylus Ringer switch LED Antenna Receives and sends wireless communication signals. The antenna does not telescope out of your communicator. Stylus Serves as the instrument used to tap options on your communicator screen. 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 keyboard backlight. See page 19 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 24. When travelling, connect the travel charger cable directly to your communicator as shown in this section.
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.
Adjusting the display Depending on the lighting conditions or temperature of the environment where you use your communicator, you may need to adjust the brightness and color saturation of the display. The Adjust Display dialog box contains two sliders. The upper slider adjusts color saturation and the lower slider adjusts brightness. The display usually looks best at maximum brightness but you may want to decrease the brightness to conserve battery power. To adjust the display: 1. Press Option . 2.
Elements of the communicator interface Menu bar Pick list Check box Command buttons 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 buttons and at the bottom of application screens. Check box When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark.
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. Tip: To learn how to move around the screen using the Treo keyboard, see page 32.
The following procedures for setting the time and date give you an example of how to customize your communicator. You make changes to the time and date in General preferences. 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 181 for details. 5.
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.
To connect the HotSync cable: 1. Connect the travel charger cable to the short end of the Hotsync cable. Be sure to match the sides of the connectors labeled “UP.” 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.
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 Microsoft Outlook The software that comes with your Treo communicator includes everything you need to synchronize your communicator with Microsoft Outlook. If you already have Microsoft Outlook installed on your computer, the installation program prompts you to choose the Microsoft Outlook synchronization option.
Page 28 Introduction to Your Treo™ 270 Communicator
Chapter 2 Entering Data in Your Communicator This chapter explains how to enter data into your Treo™ 270 communicator using each of the following methods: ■ Using the communicator keyboard ■ Using the onscreen keyboard ■ Using your computer keyboard ■ Importing data Using the communicator keyboard The communicator keyboard is the primary method you’ll use to enter data into your communicator. Each letter key on the keyboard has three functions: Normal: Types a lowercase letter.
To type a single capital letter (Caps Shift): 1. Press Shift : When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the Treo screen. If you accidentally activate Caps Shift, press Shift twice to cancel it, or if you do nothing for five seconds, it reverts to lowercase. Caps Shift 2. Type the letter you want to capitalize. To enter only capital letters (Caps Lock): 1. Press Shift twice.
Typing accented characters The ListType feature enables you to enter accented characters. You can enter the following accented letters: à á ä â ã å çè é ë ê ì í ï î ñ ò ó ö ô õ ù ú ü û ý ÿ To enter accented characters: 1. Type the letter (uppercase or lowercase) to which you want to add an accent. 2. Press ListType . 3. Use the scroll buttons to select the accent you want to apply. 4. Press Space Tip: to insert the accented character.
e T ~™†‡ + & E x × - _~•–— f ƒ X × / \÷¦ F ƒ y ¥ % ‰ l £ Y ¥ # = L £ 0 ‰º ( <[{‹ m µ 1 ¹¼½ ) >]}› M µ 2 ² o ø 3 ³ 3. Press ListType . 4. Use the scroll buttons to select the extended symbol you want to insert. 5. Press Space Tip: to insert the extended character. To enter a tab, press Shift and then press Space .
Using menus Menus on your communicator are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus 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 edit screen.
To use keyboard shortcuts for menu commands: 1. Press Menu to open the menu bar. 2. Type the menu command shortcut letter. For example, to choose Copy in the Edit menu, press Menu Tip: followed by the letter “c.” When the menu bar is open, you can enter a shortcut letter for any menu item in the current application view, not just the ones that appear on the current menu. Using text ShortCuts ShortCuts make entering commonly used words or phrases quick and easy.
Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your communicator. When used in conjunction with the backlight, the onscreen keyboard is especially useful for typing in the dark. To use the onscreen keyboard: 1. Open a record in an application that requires you to enter data (such as Memo Pad). 2. Press Menu . 3. Under Edit, select Keyboard (/K). 4. Tap the characters to enter text, numbers, and international characters.
Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another Palm OS® handheld, you can transfer the data to your communicator without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your communicator. Palm Desktop software can import data in the following file formats: ■ Comma delimited (.
9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your communicator, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
Page 38 Entering Data in Your Communicator
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Treo™ 270 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, press Option and then press Menu , 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.
Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher. To change the Applications Launcher display: 1. Press Option 2. Press Menu and then press Menu to access the Applications Launcher. again to open the menus. 3. Under Options, select Preferences(/R). 4.
Choosing preferences You can set options that affect an entire application in the application’s Preferences dialog box. To change preferences for an application: 1. Open an application. 2. Press Menu . 3. Under Options, select Preferences (/R). Note: Not all applications have a Preferences command. 4. Make changes to the settings. 5. Hold Option and press Return to finish.
Note: If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5. 2. Double-click the Palm Desktop icon on your desktop. 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.
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. Hold Option and press Return twice to finish. 7. 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.
Assigning a password You can assign a password to protect your private records. To assign a password: 1. Press Option and then press Menu 2. Tap the Security icon to access the Applications Launcher. . 3. Tap the Password box. 4. Enter a password. 5. Hold Option and press Return . Tap here 6. Enter the same password a second time. 7. Hold Option and press Return to finish. Changing or deleting a password Once you define a password for your communicator, you can change or delete it at any time.
4. Do one of the following: ■ To change the password, enter the new password, and hold Option Return . ■ To delete the password, tap Delete. and press Recovering from a forgotten password If 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.
Page 48 Managing Your Applications
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 GPRS and Internet services from your wireless service provider. If you prefer, you can dial-in to your ISP (Internet Service Provider) account. See page 184 for information on configuring a dial-up service template. In Blazer, you can do the following: ■ Access the World Wide Web and display Internet content.
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.
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 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.
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. Press Option 2. Press Blazer Tip: Page 56 . . You can also open CityTime by tapping the CityTime icon Launcher.
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.
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. Press Option 2. Press Menu . . 3. 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. Note: Some wireless service providers do not put applications on the SIM card. In SIM Services, you can do the following: ■ Access applications from your wireless service provider on your SIM card. To open SIM Services 1. Press Option 2. Press Menu . . 3. Tap the SIM Srvcs icon Page 60 .
Chapter 5 Common Tasks In addition to the wireless communication applications, your Treo™ 270 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.
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 the keyboard on your communicator, 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 hold Option Return to finish. ■ Delete the text of the record. Note: and press In Date Book Plus, if you delete the text of a repeating event, you delete all instances of that event. Purging records Over time, as you use Date Book Plus, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness.
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.
5. Hold Option and press Return twice to finish. 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. 5. Hold Option Tip: and press Return twice to finish. 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. Press Option Tip: and then press Shift to open the Find dialog box. If you select text in an application before you opening the Find dialog box, 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.
Looking up names to add to expense records In Expense, Lookup displays the names of Contacts entries in Phonebook that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1. Open the Expense record to which you want to add names. 2. Tap Details. 3. Tap Who. Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names of Contacts entries in Phonebook that have data in the Company field. 5.
Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Contacts view in PhoneBook, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See page 65 for details. To sort records in To Do List and Expense: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Hold Option and press Return to finish.
Making records private In all PIM applications, except Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. See the section that begins on page 45 for details. Hiding and masking private records You can hide records that you mark as private. When you hide records, they do not appear anywhere in the application.
To display all private records: 1. Press Option and then press Menu 2. Tap the Security icon to access the Applications Launcher. . 3. Tap the Current Privacy pick list. Tap here 4. Tap Show Records. If you do not have a password, private records become visible. If you have a password, the Show Private Records dialog box appears. Enter your password in this dialog box, and then hold Option and press Return to finish. To display a specific masked record: 1.
5. Tap Show Records. 6. Hold Option and press Return to finish. Attaching notes In all PIM applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book Plus, you can attach a note with directions to the location. To attach a note to a record: 1. Display the entry to which you want to add a note. 2. In Contacts view in PhoneBook only: Press Menu Contact (/E). , and under Record, select Edit 3.
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. Press Menu . 3. Under Options, select Font (/F). 4. Use the scroll buttons to select the font style you want to use. Bold font Small font 5. Hold Option Large font and press Return to finish.
Performing a HotSync operation for the first time The first time you synchronize your data, you need to enter user information on both the communicator and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your communicator and doesn’t ask for this information again. If you are a System Administrator preparing several communicators for a group of users, you may want to create a user profile.
5. Wait for a message on your communicator indicating that the process is complete. After the HotSync process is complete, you can remove your communicator from the cable. Beaming information Your communicator is equipped with an IR (infrared) port that you can use to beam information to another Palm OS device that’s close by and also has an IR port. The IR port is located on the top of your communicator, between the power button and the ringer switch, behind the small dark shield.
3. Under Record, select one of the following: The Beam command for an individual record (/B) In the Contacts view in PhoneBook only: Beam Business Card (/M) Beam Category (/Y) 4. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving communicator. Tip: For best results, the path between the two devices must be clear of obstacles. If you have difficulty beaming information, see the troubleshooting tips that begin on page 228. 5.
To receive beamed information: 1. Turn on your communicator. 2. Point the IR port directly at the IR port of the transmitting communicator to open the Beam Status dialog box. 3. When the Beam dialog box appears, select a category for the entry. Tip: If you do not select a category the entry is placed in the Unfiled category. 4. Hold Option and press Return for Yes.
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 ■ CityTime ■ Calculator ■ Expense ■ SIM Book ■ SIM Services Chapter 6 Page 81
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 four 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.
The status bar at the top of each view provides information about wireless mode on your phone. Several of the following common icons may appear in the status bar: Network Name Displays the name of your wireless service provider. If you are outside a coverage area, “No service” appears instead. If you are outside your wireless service provider’s coverage area and roaming networks, but a network on which you can place an emergency call is available, “No service - SOS only” appears instead.
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 69 for details. Tap Lookup Tap Add 3.
Selected button Tip: During a call, if you are prompted to enter a menu selection, enter the numbers with the keyboard. If you defined any Extra Digits, such as an extension, tap Extra Digits. 5. Close the lid to end the call. Changing a Speed Dial entry You can change any of the information associated with a Speed Dial button. Note: If the phone number for your wireless service provider’s voicemail service is locked on your SIM card, you cannot change this number.
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, press Menu . 2. Under Edit, select Edit Speed Dial (/E). 3. Tap the entry you want to delete. 4. In the Edit Entry dialog, tap Delete. 5. Hold Option and press Return twice to confirm deletion.
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 19 for details. 2. Press PhoneBook to access the Dial Pad view . 3. Type the number you want to dial on the keyboard number pad. Displays number to dial Phone Tips displays helpful PhoneBook hints 4. Press Space to dial. 5.
To create a new Contacts entry: 1. Press PhoneBook 2. Press Menu repeatedly to access the Contacts view . . 3. Under Record, select New Contact (/N). Cursor at Last name 4. Enter the last name of the person you want to add to your Contacts list. 5. Press the bottom scroll button to move to the First Name field and then enter the person's first name. 6. Press the bottom scroll button to move to other fields and then enter the other information that you want to include in this entry.
To duplicate an entry: 1. From the Contacts view, select the name you want to duplicate. 2. Press Menu . 3. Under Record, and select Duplicate Contact (/T). 4. Edit the entry as necessary. 5. Hold Option and press Return to finish. 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 19 for details. 2. From the Contacts view, use the Instant Lookup feature to select the number you want to call.
4. Under Record, select Edit Contact (/E). 5. Tap the pick list next to the label you want to change. Tap triangle 6. Select a new label. 7. Hold Option and press Return to finish. 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. Select the name for the entry whose details you want to change. 2. Press Space 3. Press Menu to open the entry. . 4.
Using the Active Call view After you dial and establish a connection, or receive an incoming call, the Active Call view icon appears in the lower left corner of the PhoneBook screen, and the Active Call view appears: Keyboard shortcuts appear below buttons Note: If you dialed a Speed Dial entry that includes predefined Extra Digits such as an extension, the Mute button changes to an Extra Digits button. Tap Extra Digits to dial the predefined Extra Digits.
To end a call, do any of the following: ■ Close the lid (if the headset is not attached). ■ Press Backspace . ■ Press the button on the headset (if it is attached). ■ Tap Hang Up. Adjusting call volume You can adjust the volume level from the Active Call view when a call is in progress. To adjust the call volume, do one of the following: ■ Roll the rocker switch up, or press the top scroll button, to increase the volume.
Placing calls on hold You can place an active call on hold while you use other applications on your communicator or complete another task. To place a call on hold: 1. Place or answer a call. Call status indicator Tap Hold Tap Off Hold 2. Tap Hold to place the call on hold. 3. Tap Off Hold to return to the call. Tip: You can also press Period to toggle Hold on and off. Handling Multiple Calls You can use the Active Call view to handle a variety of situations that involve multiple calls.
Caller’s name and phone number if available Tap Drop & Answer Tap Ignore to send call to voicemail Tap Hold & Answer Note: Make sure the Disable Call Waiting option on the Call Preferences screen is off. When this option is off the Disable Call Waiting check box is empty. See the section that begins on page 101 for more information. To dial another number while a call is in progress: 1. From the Active Call view, repeatedly press PhoneBook use.
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. Note: When a 3-way call is active and the headset is attached, pressing the button on the headset places the second call on hold.
Other ways to make a call In addition to using the Speed Dial, Contacts, and Dial Pad views, you can also place calls in the following ways: ■ Redialing the last number ■ Returning a missed call ■ Dialing an emergency number Redialing the last number You can redial the last number you called. To redial the last number, do one of the following: ■ Press and hold PhoneBook ■ Press and hold the rocker switch. for at least one second.
Calling an emergency number Your Treo provides easy access to emergency numbers such as 911 in the United States or 112 in Europe. You don’t need to unlock your SIM card or even have the SIM card installed to call an emergency number. To call an emergency number: 1. Make sure wireless mode is on. See page 19 for details. 2. Press PhoneBook . 3. Do one of the following: ■ Dial 911, 112, or the appropriate local emergency number from the Speed Dial or Dial Pad screen.
Tap arrow to select the call category: All, Incoming, Outgoing, or Missed Missed call 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, press Menu , under Record, select Details (/E), tap Copy Phone #, and then hold Option and press Return to finish.
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 list: 1. From the Call History list, press Menu . 2. Under Record, select Purge.
4. Tap the Outgoing pick list and select which type of outbound calls you want to prevent: None, All, International, or International except calls home. 5. Tap the Incoming pick list and select which inbound calls you want to prevent: None, All, Only when roaming. 6. Hold Option and press Return to finish. 7. Enter your password. Note: You must obtain your initial call barring password from your wireless service provider. To change the call barring password: 1. From any PhoneBook view, press Menu .
Record menus Contacts list view Contacts edit view Call History list view Contacts record view Options menus Dial Pad & Speed Dial views Contacts view Contacts record & edit views Call History list view Phone Preferences Page 102 Opens a dialog where you can lock your SIM card to prevent unauthorized use of your communicator’s wireless mode features.
Preferences ■ 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. ■ Enable first name lookup. Determines whether you can search for Contacts entries by first name. By default, you can search by last name and first initial and last name only, but your searches will be slightly faster. ■ List by.
Dial Preferences ■ ■ Dial, Email, SMS. Provides third-party applications access to PhoneBook’s dialing functions. In most cases you do not need to change these settings. Default country. Determines if North American hyphenation conventions are automatically applied to phone numbers, and whether the following two options are available: ■ When dialing, add this area code to 7 digit numbers. Inserts the area code you specify in front of 7-digit numbers before dialing.
Select Network (continued) ■ Available networks. Enables you to manually select a network. This is useful when roaming and there are multiple networks available. When you manually select a network, your Treo finds only that network until you either choose another network, or enable Automatic Reselection. ■ Automatic Reselection. Enables your Treo to automatically find the most appropriate network the next time you lose and then regain network coverage.
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. Working in Day View Day View shows an hourly calendar for a particular date. If there are events scheduled on that date, they appear in the appropriate time slot. To view or select a date, do one of the following: ■ Use the scroll buttons or roll the rocker switch to move forward or backward one day at a time.
You can also schedule events that occur on a particular date but have no specific start or end times, such as birthdays, holidays, and anniversaries. These are referred to as “untimed events.” Untimed events appear at the top of the list of times, marked with a diamond. You can have more than one untimed event on a particular date. You can also schedule a repeating event, such as a weekly meeting, and continuous events, such as a three-day conference or a vacation. To schedule an event: 1.
4. Hold Option event. Tip: and press Return so that no start or end times are defined for the new You can also create a new untimed event by making sure no event is selected and then entering a description. 5. Enter a description of the event. New untimed event No time selected 6. Tap a blank area on the screen to deselect the untimed event. Note: If you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event.
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. 4. Hold Option and press Return to accept the change, or tap Delete. 5. Tap one of the following: Current.
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 Date Book Plus to display the next view. To display the current time: 1. Tap and hold the stylus on the date in the date bar to display the current time.
■ Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event. ■ The Week View shows the time span defined by the Start Time and End Time in the Date Book Plus Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day's column. Use the onscreen scroll arrows to scroll to the event.
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 or repeating event Dots on right or left side indicate events Dots below date indicate untimed events Month View icon You can control the dots and lines that appear in the Month View. See page 119 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. ■ Use the scroll buttons or rocker switch to move between days. You can also tap the scroll arrows in the lower-right corner to move forward or backward a day.
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.
■ Avoid scheduling a floating event that repeats daily. These events can accumulate quickly unless you complete them each day. ■ When viewing a floating event in a desktop application, the Note field will contain a series of characters: ##f@@@@@@ for an incomplete event and ##c@@@@@@ for a complete event. Do not remove or edit these characters. Working with To Do items Date Book Plus can create and display To Do items. To Do items appear in priority order at the top of the Day View screen.
Using templates You can use templates to create a list of standard events. You can then select an event from this list and add it to your calendar. Since Date Book Plus saves all the event attributes, including alarms and notes, templates can really save you time when entering reminder notices or events that recur on different days and times. To create a template: 1. Select the event you want to save as a template. 2. Press Menu . 3. Under Record, select tap Create Template (/V). 4.
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 33 for information about choosing menu commands. Record menu List View Day View New To Do Creates a new To Do item and adds it to your Date Book Plus and To Do List database. Duplicate Item Creates a copy of the selected event and opens the Details dialog box for the new event.
Preferences (Day View) ■ 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. ■ Initial View. Defines the view that appears when you start Date Book Plus. ■ Button Views.
Display Options (continued) ■ Scroll Before Day Move. Determines whether the front panel scroll buttons will scroll up and down within the current day before scrolling to the previous or next day. ■ Auto-scroll Time. Displays events based on the time of day when the Day View contains more than one screen of information. ■ Float Advance at Midnight. Advances floating events to the next day at midnight of the current day. ■ Show Completed Floating Events. Displays completed floating events.
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. In most cases, your communicator is pre-configured with your wireless service provider’s settings. If it is not pre-configured, contact your wireless service provider to obtain the correct settings and follow the instructions on page 184 to configure a new service template.
5. Enter the URL you want to view. 6. Hold Option and press Return to finish. 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 7.
Tap to view more pages Tip: You can also press the scroll buttons to scroll to other pages, and roll the rocker switch to scroll through the current page. To view the selected page, press the rocker switch. 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 129 for information on creating page categories. To bookmark the current page: 1. From the Page view, go to the page you want to bookmark. 2. Press Menu . 3.
Tap an empty slot 4. Hold Option and press Return to finish. Editing bookmarks You can change the title, description, or URL associated with any of your bookmarks. To edit a bookmark: 1. From the Bookmark view, press Menu . 2. Under Bookmark, select Edit Bookmark (/E). Tap a bookmark Page icons 3. Tap the page icons to navigate to the page containing the bookmark you want to change. Tip: You can enter or change the Title for any bookmark page. Use the page Title to create bookmark categories.
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, press Menu . 2. Under Bookmark, select Edit Bookmark (/E). 3. Tap the entry you want to delete. 4. In the Edit Bookmark dialog, tap Delete. 5. Hold Option and press Return twice to confirm deletion. Arranging your bookmarks As your bookmark list grows, you may want to rearrange the entries or move entire pages.
To rearrange bookmark pages: 1. From the Bookmark view, press Menu . 2. Under Bookmark, select Edit Bookmark (/E). 3. 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 4.
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. Bookmarks menu Bookmark view Go menus Bookmark view Page view Options menu Bookmark view Page view Browser 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.
Browser Preferences (continued) ■ Initial view. Determines whether the Page view or Bookmark view appears when you start the Blazer application. The default option is Page view. ■ Images. Determines depth of color used to display graphic images. You can also choose to not display images at all. The options are: No Images (fastest), Black & White (faster), 4 Shades of Gray (fast), 16 Shades of Gray (slow), 256 Colors (slower), High Color (slowest). The default setting is 256 Colors (slower).
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. You can receive SMS messages during a data session, but you cannot receive a message during a voice call. Note: You can receive SMS messages even if you don’t subscribe to your wireless service provider’s SMS service.
Tips: ■ To view additional incoming messages, press SMS Messaging . ■ You can also dismiss the alert dialog box by pressing the rocker switch or the top scroll button. ■ In the Select Action dialog box, roll the rocker switch or press the scroll buttons to highlight an action, and then hold Option and press Return to finish. Viewing messages SMS Messaging enables you to quickly view your incoming messages.
To send an SMS message reply: 1. From the SMS Messages Inbox, select the message to which you want to reply. Selected message Tap Reply to respond to the message 2. Press Menu . 3. Under Message, select Reply (/R). 4. 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. See the next section in this chapter for more information. 5. Make sure wireless mode is on.
Saving contact information You can capture contact information from your SMS messages and use it to create a Contacts entry in PhoneBook. You can capture the sender’s information, or information included in the text of the message. To save the sender’s information: 1. From the SMS Messages Inbox, select the message to which you want to respond. 2. Press Space 3. Press Menu to open the message. . 4. Under Edit, select Save to Contacts (/V). 5. Enter the remaining information on the Contact Edit screen. 6.
To create an SMS text message: 1. From any SMS Messaging list view, press Menu . 2. Under Message, select New (/N). Note: If you defined a signature, it automatically appears at the end of your message. See page 139 for details on defining a signature. 3. Use the scroll buttons to select one of the following address methods, and then press Space : Tap To Address by Mobile Number Enter a mobile phone number to send an SMS message to another GSM mobile phone.
Tap Boilerplate 6. Hold Option and press Return to finish. 7. Make sure wireless mode is on. See page 19 for details. 8. Hold Option and press Return to send the message. 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. Select the message to view information about why the message did not go through.
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, press Menu . 2. Under Options, select 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.
To forward messages: 1. From the SMS Inbox or Sent category, tap the header of the message you want to forward. 2. Press Menu . 3. Under Message, select Forward (/F). Tip: You can edit the forwarded message before sending it. 4. Address the message as described on page 137. 5. Make sure wireless mode is on. See page 19 for details. 6. Hold Option and press Return to send the message. 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, press Menu . 2. Under Options, select 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. Hold Option and press Return to finish.
Older than 1 week Deletes all messages in the current category with a date earlier than 1 week prior to the current date. 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. Hold Option and press Return twice to confirm deletion.
Options menus Message views List views Preferences About SMS Page 144 ■ 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.
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. Press Option and then press Date Book Plus Tip: . You can also access To Do List by tapping the To Do List icon Launcher. in the Applications 2. Enter the text of the To Do item. The text can be longer than one line. New To Do item 3. Press a scroll button to deselect the To Do 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. Hold Option Tip: and press Return to finish. 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.
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. Press Option and then press PhoneBook Tip; . You can also access Memo Pad by tapping the Memo Pad icon Applications Launcher. 2. Enter the text you want to appear in the memo. Press Return in the memo.
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 33 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.
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. Press Menu . 2. Under Options, select Edit Cities (/E). 3. Tap New. 4. Enter the city name and other information. 5.
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. Press Menu . 2. Under Options, select Recent Calculations (/I). 3. After you finish reviewing the calculations, hold Option and press Return to finish. 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. Hold Option and press Return to finish. 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.
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, press Menu . 9. Under Program, select Import (/I). 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. Hold Option and press Return twice to finish. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this guide are described here.
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. Press Option and then press Menu 2. Tap the Expense icon Note: to access the Applications Launcher. .
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. Select the new date. 4. Hold Option and press Return to finish. Entering receipt details Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box. To open the Receipt Details dialog box: 1. Tap the Expense item to which you want to assign details. 2. Tap Details. 3.
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 169). You can also display up to four other common types of currency. see the next section in this chapter for more information. Vendor and City Lets you record the name of the vendor (usually a company) associated with the expense and the city where the expense was incurred.
Tap a Country box 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Hold Option Note: and press Return twice to finish. If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.
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. The procedures in this section also assume that you have installed Palm Desktop software as described on page 26.
Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2.
To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report. 4. Click the Templates menu; then select an expense template.
Preferences About Expense Page 170 ■ Use automatic fill. Lets you select an expense type by entering the first letter of an expense type. For example, if you enter the letter “T,” it enters the “Taxi” expense type. Entering “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, press Menu select Copy All.
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. Press Option and then press Menu 2. Tap the SIM Services icon to access the Applications Launcher. . 3.
Chapter 7 Setting Preferences for Your Communicator The Preferences screens enable you to customize the configuration options on your Treo™ 270 communicator. In the Preferences screens, you can do the following: Buttons Assign different applications to the application buttons on the front of your communicator and the button on the HotSync® cable. Buttons 2 Assign different applications to the rocker switch, the lid, and the application buttons when used in combination with the Option key.
Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the application buttons on the front of your communicator 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. Any changes you make in the Buttons Preferences screen become effective immediately; you do not have to change to a different screen or application.
Buttons 2 Preferences The Buttons 2 Preferences screen enables you to choose which applications open when you press Option in combination with the application buttons on the front of your communicator. You can also re-assign the applications associated with the rocker switch and opening the lid on your communicator. To change the Buttons 2 Preferences: 1. Tap the pick list next to the action you want to re-assign. Rocker switch pick list Open lid pick list 2.
Auto Detect to Modem Defines a dynamic serial connection between your communicator and a modem. Use this connection type with third-party applications that need to reconfigure the serial port when communicating with a modem. USB/ Serial to PC Defines a direct serial or USB connection between your communicator and your desktop computer. When you select this option, your communicator detects which type of cable you have connected to your computer.
The name of the current configuration appears at the top of the screen. 3. Tap the Connection Method pick list and select Wireless Modem to Modem. 4. Tap the Dialing pick list and select TouchTone. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume for the modem. 6. Tap Details. 7. Tap the Speed pick list and select 57,600. 8.
4. Tap the Dialing pick list and select TouchTone or Rotary. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume. 6. Tap Details. 7. Enter the initialization string appropriate for your communicator. 8. Hold Option and press Return twice to return to the Connection Preferences screen. Digitizer Preferences The Digitizer Preferences screen opens the digitizer calibration screen.
Formats Preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your communicator. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your communicator. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
General Preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, the beam receive feature, and sounds for your communicator. See the section that begins on page 22 for information on setting the time and date. Auto-off delay Your communicator has an automatic shutoff feature that turns off the power after a period of inactivity. This feature conserves battery power if you forget to turn off your communicator.
Network Preferences Network Preferences let you choose the network settings that the Blazer web browser and other Internet applications use to connect to the Internet. Your communicator may already be configured for use with one or more Internet service templates that are offered by your wireless service provider.
Creating additional service templates You can create additional service templates by duplicating existing service templates and editing information or from scratch. After you duplicate or create a new service template, you can add and edit settings as described in the sections that begin on page 184. Note: Some pre-defined service templates are locked by the wireless service provider and cannot be duplicated. To duplicate an existing service template: 1. Tap the Service pick list. 2.
Entering a user name Although the User Name field can contain multiple lines of text, only two lines appear onscreen. This field identifies the name you use when you log into your wireless service provider, your Internet Service Provider, or your dial-in server. Many wireless service providers do not require a user name for GPRS connections. If you do not know your user name, contact your wireless service provider, your Internet Service Provider, or your dial-in server administrator.
Enter password here Tap here 3. Hold Option Note: and press Return to finish. The Password field updates to display the word “Assigned.” Configuring GPRS settings When you select the APN field, your communicator opens a dialog box in which you define the Access Point Name (APN) you use to connect a GPRS network server. If you do not know your APN, contact your wireless service provider. To enter your access point name: 1. Tap the APN field. 2.
To select Details and Advanced GPRS settings: 1. Tap Details. Select alternate network 2. Tap the Fallback pick list and select the network service you want to use if the current selection fails. 3. Tap Advanced. Note: 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.
Configuring dial-in, ISDN, infrared, and USB/serial 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.
Entering Details for dial-in, ISDN, infrared and USB/serial settings If you are using a copy of a predefined service template, you probably do not need to enter Details settings. If you are creating a new service template, you may need to provide additional information for your ISP or dial-in server. You use the Details dialog box to enter Fallback and Idle timeout settings for the selected service template. The Fallback setting specifies an alternate network service to use if the current selection fails.
IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing. Note: Most Internet Service Providers automatically assign IP addresses.
To enter a primary and secondary DNS: 1. Tap the Query DNS check box to deselect it. 2. Tap the space to the left of the first period in the Primary DNS field, and then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Repeat step 2 for the second, third, and last sections of the Primary DNS field. 4. Repeat steps 2 and 3 for the Secondary DNS number. 5. Hold Option and press Return to finish.
Wait For Tells your communicator to wait for specific characters from the TCP/IP server before executing the next command. Wait For Prompt Detects a challenge-response prompt from the server and displays a dynamically generated challenge value. When you enter the challenge value into your token card, this generates a response value for you to enter on your communicator. This command takes two arguments, separated by a vertical bar (|) on the input line.
Network Preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See page 33 for more information about choosing menu commands. Service menu Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and try the suggestions listed.
Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network. When you try to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number. Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers.
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 type 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. Hold Option Tip: and press Return to finish.
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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™ 270 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.
3. Click the Options tab. 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. Press Option and then press Menu to access the Applications Launcher. 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.
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. Press Option and then press Menu to access the Applications Launcher. 2. Tap the HotSync icon 3. Press Menu . . 4.
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 212. 1.
To perform a dial-in network HotSync operation: 1. Press Option and then press Menu 2. Tap the HotSync icon to access the Applications Launcher. . 3. Tap the modem HotSync icon to begin the operation. Performing a network HotSync operation via a LAN You are ready to perform a network HotSync from another computer on your network after you select Network from the HotSync Manager menu on both your primary computer and the computer you want to use for the network HotSync operation.
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™ 270 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 (or safe) 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.
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™ 270 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 display settings. ■ Make sure the battery is fully charged. ■ Perform a soft reset. See page 216 for details. ■ If your communicator still does not operate, try a hard reset. See page 217 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 30 seconds, one, two, or three minutes.
Tapping and keyboard problems Problem Solution When I tap the buttons or screen icons, it activates the wrong feature. Calibrate the screen. See page 180 for details. When I press Menu nothing happens. Not all applications or screens have menus. Try changing to a different application. , 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.
I called my wireless service provider to activate my service, but wireless mode still doesn’t work Some wireless service providers require 24 hours or more to activate your wireless service. If it has been longer than your wireless service provider’s activation period, report the problem to your wireless service provider. My phone number isn't on the Phone Info screen Your wireless service provider may need to install your phone number onto your SIM card.
Some incoming caller’s names don’t appear in Call History ■ Find out if a caller has blocked their Caller ID. ■ Call History does not show names for records you marked hidden in your Contacts list. The Blazer® application won’t connect to the Internet ■ Your Treo supports General Packet Radio Service (GPRS) which provides a persistent Internet connection. To connect to the Internet you must subscribe to and activate GPRS services with your wireless service provider.
Some phone numbers don’t appear in the SMS Lookup Make sure the number you want is identified as a mobile number in your Contacts list. Only mobile phone numbers and e-mail addresses appear when you use the SMS Message Manager Address by Last Name Lookup feature. I can’t send SMS messages ■ Make sure SMS services are enabled on your account by checking the SMS Preferences dialog to see if the SMS Message Center number is on this screen.
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 23 and page 182 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 201 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.
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Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application. If you are not familiar with Microsoft Excel, consult your company’s Information Services department or another experienced user.
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.
9. Determine the Label settings. The orientation of the data fields (Row, Column) appears in the yellow section of the table. Determine whether the Rows will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Row section (columns 2–5). Determine whether the Columns will contain expense or date information, and place an “x” in the appropriate cell.
12. Define whether the Section is in list format. This setting appears in the light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed.
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.
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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 FCC Statement This device may cause TV or radio interference if used in close proximity to receiving equipment. The FCC can require you to stop using the device if such interference cannot be eliminated. If you need assistance, contact Handspring Customer Care. This device complies with part 15 of the FCC rules.
Safety and General Information IMPORTANT INFORMATION ON SAFE AND EFFICIENT OPERATION. Read this information before using your integrated multi-service portable radio. For the Safe and Efficient Operation of Your Radio, Observe These Guidelines Your radio product contains a transmitter and a receiver. When it is ON, it receives and transmits radio frequency (RF) energy. The radio operates in the frequency range of 800 MHz to 1990 MHz and employs digital modulation techniques.
Interference to Other Electronic Devices RF energy may affect improperly installed or inadequately shielded electronic operating and entertainment systems in motor vehicles. Check with the manufacturer or representative to determine if these systems are adequately shielded from external RF energy. Also check with the manufacturer of any equipment that has been added to the vehicle. Safety and General Use While Driving Check the laws and regulations on the use of telephones in the area where you drive.
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Index Numerics 3-way calling 96 A ABA (Address Book archive file) 36 Accented characters entering 31 onscreen keyboard 35 Active call 92, 94 Add-on applications 42–45 Address Book archive files (.aba) 36 Address Book.See PhoneBook Adjusting volume 15 Alarm preset 121 reminder 121 setting 109 sound 121, 182, 220 for untimed events 109 Anniversaries.
Boilerplates 140 Bold font for text 76 Bookmarks adding 127 arranging 129 deleting 129 editing 128 Brightness control 15, 20 Business card for beaming 78 Buttons power 16 ringer 16 scroll 15, 88, 126, 135 Buttons preferences 176, 177 C Cable connecting to computer 24 for local HotSync operations 76, 77 serial 12, 24, 200, 226 USB 12, 25 Calculator Advanced mode 154 Area view 160 Basic mode 153 buttons explained 153, 154–161 Finance view 156 Length view 159 Logic view 158 Math view 155 memory 153 menus 162
Color control 15, 20 depth 132 COM port.
Month view 114 notes for records 75 opening 51 overview 51 private records 73 purging records 64 repeating events 64, 110–111 scheduling events 106–108 selecting dates 106 start time for Day view 120 Sunday or Monday to start week 181 switching views 112 templates 118 To Do List items 117 untimed events 107 Week view 112, 181, 225 Week View with Text 113 Year View 114 Dates Expense item 163 setting current 23, 225 To Do List record due 146, 146–147 Day (Date Book Plus view) 107, 120 DBA (Date Book archive f
Exchanging data.
Ignoring calls 92 Importing data 36–37 Incoming calls 92–96, 98 Indicators battery 16, 83 call status 94, 95 call waiting 95 missed call 97 network service 83 signal strength 83 voicemail 83 wireless mode 83 Infrared HotSync operations 202–206 port 202 requirements for computer 202 Infrared port.
Memos.
Passwords 46–47 changing 46 creating 46 deleting 46 for network 185 forgotten 47, 229 Pasting text 63 Payment, Expense item 164 Personal information managers.
displaying a category of 66 editing 62–63 Expense 163 fonts 76 hiding private 45, 73 lost 225 Memo Pad 149 notes for 75 PhoneBook 82, 88 private 73 purging 64 sorting 72 To Do List 145 Recurring events deleting 64 scheduling 110 Redialing a number 97 Reminder.
purging messages 142 receiving messages 134 replying to messages 136, 137 resending messages 141 signature 139 sorting messages 142 SMS Messaging menus 143 opening 53 overview 53 Soft reset 216 Sorting applications 40 records 72, 225 Sorting messages 142 Sounds.
Transmitting data. See Beaming information Turning off communicator automatically 182 problems with 220 Turning on and off 19 Turning on communicator application buttons 15 displaying owner’s name 195 problems with 220 Typing punctuation marks 30 Typing. See Entering data U Unblock code 221 Undoing actions 62 Uninstalling Desktop software 45 Unlock code 221 Unresponsive communicator 220 Untimed events 107, 108, 109 Updating data.
