Treo™ 90 Handheld User Guide Windows Edition
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™ 90 Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Getting to know your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 What is a Treo handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Looking up Contacts records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using Phone Number Lookup . . . . . . . . . . . . . . . . . . .
Checking off a To Do item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Network Preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142 Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142 Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143 Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Viewing e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175 Creating e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176 Looking up an address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177 Adding details to e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224 Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224 Creating a Custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225 About mapping tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Page 10 Contents
Chapter 1 Introduction to Your Treo™ 90 Handheld This chapter explains the physical buttons and controls on your Treo™ 90 handheld, how to use your handheld for the first time, and how to install Palm™ Desktop software and the HotSync® Manager synchronization software so you can synchronize your handheld and your computer. Getting to know your handheld What is a Treo handheld? Your Treo handheld is one of the smallest, lightest, color Palm OS® handhelds available today.
System requirements To install and operate Palm Desktop software and the HotSync Manager synchronization software, your computer system must meet the following requirements: Minimum requirements ■ Windows 98, Windows Me, Windows 2000, or Windows XP with USB port, (for USB HotSync® cable) --or-Windows 95, Windows 98, Windows Me, Windows 2000, Windows XP, or Windows NT 4.
5. If you had important settings on your old handheld, such as Network Preferences or Connection Preferences, manually copy them from your old handheld to your new handheld. 6. Compare the applications on your old handheld and your new handheld. 7. Beam any third party applications that did not transfer from your old handheld to your new handheld, or install them from the original files. 8. If any data for your third party applications did not transfer, beam it from your old handheld to your new handheld.
Treo components Locating front panel controls Screen Lanyard holder Keyboard Contrast/ Brightness control Application buttons Scroll buttons Lanyard holder Enables you to attach a lanyard to your handheld so that it’s easy to carry. Contrast/ Brightness Control Opens the Adjust Display dialog box where you can adjust the appearance of your handheld screen for the clearest screen display. See page 16 for instructions.
Application buttons Activates the applications that correspond to the icons on the buttons: Date Book Plus, Contacts, To Do List, and Memo Pad. See page 138 for details on reassigning these buttons to activate any application on your handheld. You can also use these buttons in combination with Option other applications. See Chapter 4 in this guide for details. Tip: to activate If your handheld is turned off, pressing any application button turns on your handheld and opens the corresponding application.
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. Connector Enables you to connect your handheld to the travel charger, HotSync cable, and other devices such as a mobile phone. The HotSync cable connects to a USB port or serial port on your computer and enables you to synchronize the information between your handheld and computer using HotSync technology.
Charging the battery To use your handheld, you must connect the travel charger or the HotSync cable and charge the battery. When you’re near your computer, connect your handheld to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 23. When travelling, connect the travel charger cable directly to your handheld as shown in this section. It takes about 90 minutes to charge the battery. A fully charged battery provides approximately 10 days of use.
Using the protective cover The cover protects the handheld screen when it is not in use. To remove the cover: 1. Unclip the top of the cover from your handheld. 2. Lift the cover off your handheld. To reattach the cover: 1. Insert the pegs on the cover into the holes on the top of the sides of your handheld. 2. Gently press the top of the cover onto your handheld until it clicks into place.
Using the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is a way to get things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
Slider Previous/next arrows Scroll bar Previous/ next arrows Tap the up and down arrows to display the previous and next page of information; tap the left and right arrows to display the previous and next record. Scroll bar Press the scroll buttons on the front panel of your handheld to scroll to the previous and next pages. To scroll the display one line at a time, tap the top or bottom arrow.
Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds, and configure your handheld to work with a modem or network. See Chapter 7 for more information on customizing your handheld. To open the Preferences screens: 1. Press Option and then press Menu 2.
To set the current date: 1. Tap the Set Date box. Tap arrows to select year Tap here Tap to select month Tap to select date 2. Hold Option 3. Hold Shift and press a scroll button to scroll to the current year. and press a scroll button to scroll to the current month. 4. Type the number for the current date. 5. Press Space Tip: to select the date. You can also select the date by tapping the screen as shown above. To set the time zone: 1. Tap the Set Time Zone box.
Connecting the HotSync cable The HotSync cable that comes with your Treo enables you to charge your handheld battery and to synchronize the information on your handheld using HotSync technology. Note: If your computer does not have a USB port, or it uses Windows 95 or Windows NT, you need a serial HotSync cable to connect to your computer. You can purchase a serial HotSync cable from www.handspring.com. To connect the HotSync cable: 1.
Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. 4. Plug the travel charger into a wall outlet. Tip: The travel charger does not need to be plugged into a wall outlet to perform a HotSync operation. However, if you want to use the HotSync cable to charge your Treo handheld, you must plug the travel charger into a wall outlet.
5. Follow the onscreen instructions to complete the installation. 6. If you have a data-enabled mobile phone with an IR port, or a special cable that connects to your handheld, complete the next part of the installation to install the Wireless Application Suite and configure your Treo for wireless data communication, otherwise skip this step. When the set up process is done, the installation screen closes automatically.
Page 26 Introduction to Your Treo™ 90 Handheld
Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your Treo™ 90 handheld using each of the following methods: ■ Using the handheld keyboard ■ Using the onscreen keyboard ■ Using your computer keyboard ■ Importing data Using the handheld keyboard The handheld keyboard is the primary method you’ll use to enter data into your handheld. Each letter key on the keyboard has three functions: Normal: Types a lowercase letter. Shift: Types an uppercase 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.
Navigation keystrokes In addition to character symbols, your handheld includes special keystrokes that you can use to navigate within text or fields in your applications. Note: Some applications may not support these navigation keystrokes. Command Keystrokes Move cursor right Hold Option while pressing the bottom scroll button. Move cursor left Hold Option while pressing the top scroll button. Previous field Press the top scroll button. Next field Press the bottom scroll button.
Inverted tab In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. 3. Press the top scroll button to switch between menus. 4. Press the bottom scroll button to select a command within a menu. 5. Press Space Tip: to run the selected command. To close the menus without running a command, press Menu again. Keyboard shortcut menu commands Most menu commands have an equivalent keyboard shortcut.
Your handheld includes the following predefined ShortCuts: Entry ShortCut Date stamp ds Time stamp ts Date / time stamp dts Meeting me Breakfast br Lunch lu Dinner di To use a ShortCut: 1. Type the letter s. 2. Press ListType . 3. Use the scroll buttons to select the ShortCut symbol Note: . The ShortCut symbol appears by the cursor to show that you are in ShortCut mode. 4. Type the ShortCut characters.
To enter extended characters: 1. Position the cursor where you want to insert the extended character. 2. Type the base character associated with the extended character you want to insert: Tip: To view a list of available accented and symbol characters, press Menu under Edit select Keyboard Help (/G). Base character Symbols Base character Symbols Base character and Symbols a æ O Ø .
Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. 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 handheld 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 handheld. Palm Desktop software can import data in the following file formats: ■ Comma delimited (.csv, .
9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
Page 36 Entering Data in Your Handheld
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Treo™ 90 handheld, 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 handheld is equipped with a variety of applications. All the applications installed on your handheld 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 handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application. Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher.
To change the Applications Launcher display: 1. Press Option and then press Menu 2. Press Menu to access the Applications Launcher. again to open the menus. 3. Under Options, select Preferences(/R). 4. Tap the View By pick list and select List. 5. Hold Option and press Return to finish. To open the Applications Launcher to the last opened category: 1. Press Option and then press Menu 2. Press Menu to access the Applications Launcher. again to open the menus. 3.
Installing and removing applications This section explains how to install and remove applications on your handheld and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your handheld comes with the Contacts, Date Book Plus, To Do List, Memo Pad, Expense, Calculator, CityTime, and Palm Mail applications installed and ready to use.
3. Click Install. Tip: You can also access the Install Tool dialog box by selecting Install Tool under Handspring on the Start menu, or by double-clicking any file with a PRC file extension. 4. In the User drop-down list, select the name that corresponds to your handheld. 5. Click Add.
6. Select the application(s) that you want to install on your handheld. 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.
Note: To delete an application from an expansion card, you must first insert the card into your handheld. See page 44 for details. 5. Tap the application that you want to remove. 6. Tap Delete. 7. Hold Option and press Return twice to finish. 8. Check the Backup folder in the Palm Desktop folder on your computer. If you find a PRC file for the application you just removed, delete the PRC file from the Backup folder.
Working with expansion cards The expansion slot on your handheld enables you to add Secure Digital (SD) cards and MultiMedia Cards (MMC) that extend the functionality and storage capacity of your handheld. Your Treo comes with a mock, non-functional card inside the expansion slot. When you do not have a functioning card inside the expansion slot, reinsert the mock card to protect the slot opening. To insert and remove an expansion card: 1. Press down and release the mock card. 2.
Opening applications on an expansion card After you insert an expansion card in the expansion slot, you can open any of the applications stored on the expansion card. To open an application on an expansion card: 1. Insert the expansion card into the expansion slot as described in the previous section. The Applications Launcher automatically displays its contents. 2. Press the scroll buttons to select the icon associated with the application you want to open.
4. Tap the Copy To pick list and select the destination: card name, or Handheld. 5. Tap the From pick list and select the location of the application you want to copy: card name, or Handheld. 6. Tap the application you want to copy. 7. Tap Copy. Using the Card Info application The Card Info application displays general information about the expansion card that is currently in the expansion slot and it enables you to rename and format a card. To view expansion card information: 1.
Renaming an expansion card If you change the contents of an expansion card, you may at some point want to rename the card to better match it’s contents. To rename an expansion card: 1. Press Menu . 2. Under Card, select Rename Card (/R). 3. Enter the new name for the card. 4. Hold Option and press Return to finish. Formatting an expansion card When you format an expansion card, you erase all the data stored on the card and prepare it to a blank state.
Assigning a password You can assign a password to protect your private records and to lock your handheld. 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.
4. Do one of the following: ■ To change the password, enter the new password, and hold Option Return . ■ To delete the password, tap Unassign. and press Locking your handheld You can also lock your handheld so that you need to enter your password to operate it. There are two ways to lock your handheld: manually and automatically. Important: If you lock your handheld, you must enter the exact password to re-activate your handheld.
To lock your handheld automatically: 1. Assign a password. 2. Tap the Auto Lock Handheld box. 3. When prompted, enter your password. Tap here 4. Tap one of the following options: Never Prevents your handheld from locking automatically. On power off Locks your handheld when you turn it off, or when it shuts off with the auto-off feature. At a preset time Locks your handheld at a specific time of day.
To delete a forgotten password: 1. Tap the Password box. Tap here 2. Tap Lost Password. 3. Hold Option Chapter 3 and press Return for Yes.
Page 52 Managing Your Applications
Chapter 4 Applications Overview This chapter briefly describes each application and how to open it.
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.
Contacts Contacts enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Contacts, you can do the following: ■ Store thousands of names, addresses, phone numbers, e-mail addresses, and more. ■ Quickly look up, enter, or duplicate names, addresses, phone numbers, and other information. ■ Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each name.
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, Contacts, or To Do List. In Memo Pad, you can do the following: ■ Take notes or any kind of message on your handheld. ■ 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 To Do List Tip: Page 58 . 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.
Chapter 5 Common Tasks Your Treo™ 90 handheld includes a full suite of personal information manager (PIM) applications: Date Book Plus, Contacts, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to these applications. It’s easy to transfer what you learn in one application to the other applications because the structure and behavior of these applications are quite similar.
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 handheld 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 handheld, 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 handheld. 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 Contacts, 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 37 for details.) When you create a record, your handheld automatically places it in the category that is currently displayed. If the category is All, your handheld 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.
■ Contacts: The Instant Lookup feature lets you scroll immediately to a Contacts entry 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 entries 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 Contacts 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 application. For example, if your Contacts are sorted by last name and you enter “su,” the list displays “John Sung” and “Mario Suarez.” If your Contacts are sorted by first name, and your enter “su,” the list displays “Susan Smith” and “Suki Sakimoto.” 5.
Looking up names to add to expense records In Expense, Lookup displays the names of Contacts entries 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 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, 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 until you select the Security setting to hide or mask all private records. See the section that begins on page 47 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 only: Press Menu , and under Record, select Edit Contact (/E). 3. Tap Details. 4. Tap Note.
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 handheld and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld and doesn’t ask for this information again. If you are a System Administrator preparing several handhelds for a group of users, you may want to create a user profile.
5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove the cable from your handheld. Beaming information Your handheld 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 handheld, between the expansion slot and the stylus, behind the small dark shield.
To beam a record, business card, or category of records: 1. Locate the record, business card, or category you want to beam. 2. Press Menu . 3. Under Record, select one of the following: ■ The Beam command for an individual record (/B) ■ In Contacts 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 handheld. Tip: For best results, the path between the two handhelds must be clear of obstacles.
7. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving handheld. 8. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To receive beamed information: 1. Turn on your handheld. 2. Point the IR port directly at the IR port of the transmitting handheld to open the Beam Status dialog box. 3. When the Beam dialog box appears, select a category for the entry.
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: ■ Date Book Plus ■ Contacts ■ To Do List ■ Memo Pad ■ CityTime ■ Calculator ■ Expense Chapter 6 Page 81
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: ■ Press the scroll buttons 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. To set an alarm for an event: 1.
To dismiss a reminder for multiple alarms, do one of the following: ■ Tap the check box next to an item to clear that item from the reminder list. ■ Tap the item text or icon clear the item from the reminder list and jump to that item. ■ Tap Done to close the reminder list without clearing the items. An indicator blinks in the upper-left corner of the screen. To return to the reminder list, tap the blinking indicator. ■ Tap Snooze to be reminded again in 5 minutes.
Repeat box 4. Tap Day, Week, Month, or Year to set how often the event repeats. Tip: For a continuous event, tap Day. 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date. Use the date picker to select an end date. 7. Hold Option and press Return to finish.
Considerations for repeating or continuous events Keep the following points in mind: ■ If you change the start date of a repeating event, your handheld calculates the number of days you moved the event. Your handheld then automatically changes the end date to maintain the duration of the repeating event. ■ If you change the repeat interval (e.g.
Working in Week View Week View shows the calendar of your events for an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule.
Working in Week View with Text The Week View with Text shows an entire week with a description of each scheduled event. This view can display one or two weeks at a time and can include To Do items that are due on the dates shown. Toggle between 1 and 2 weeks Scroll to more events Dot indicates more events Week View with Text icon Box indicates To Do item Tips for using Week View with Text Keep the following points in mind: ■ Tap a day to display that day in the Day View.
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 96 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. ■ Press the scroll buttons to move between days. You can also tap the scroll arrows in the lower-right corner to move forward or backward a day. ■ Tap the scroll arrows in the upper-right corner to move forward or backward a year.
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. Send Item Enables you to send the selected event to someone else via an SMS message.
Preferences (Day View) Chapter 6 ■ 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.
Display Options Page 98 ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts ■ Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling. ■ Show PM Label. Displays a “p” after PM times. ■ Show End Times.
Alarm Preferences Chapter 6 ■ Alarm Sound. Sets the tone of the alarm. ■ Snooze Sound. Sets the tone of the snooze alarm. ■ Remind Sound. Sets the tone of the reminder alarm. The reminder alarm sounds when the snooze alarm is not acknowledged. ■ Play Sound. Defines how many tones the alarm emits before it stops. The choices are Once, Twice, 3 Times, 5 Times, and 10 Times. ■ Repeat Alarm. Defines how many times the alarm repeats when it is not acknowledged.
To Do Preferences ■ Show Categories. Displays the To Do items in the categories you select. ■ Priorities Displayed. Displays To Do items with the selected priority level. The choices are 1 only, 1-2, 1-3, 1-4, and 1-5. ■ Show Priority. Displays the priority level for To Do items. ■ Show Completed Items. Displays completed To Do items. ■ Show Undated Items. Shows all To Do items that have not been assigned a due date. ■ Show Dated Items. Shows all To Do items that have been assigned a due date.
Week Preferences ■ Time Format. Defines the format of the time display. The choices are No Time, 11p, 11:30p, 23, 23:30. ■ Display To Do. Defines where To Do items will appear on the Date Book Plus screen. The choices are Top, Bottom, and Hide. ■ Week Start. Defines the first day of the week for Week View with Text. ■ Wordwrap Single Entry. Wraps text in cells that contain a single event to display as much text as will fit in the cell. ■ Hide Untimed Floating Events.
Year Preferences ■ Hide Floating and Done Items. Removes floating events and completed To Do items from the Year View display. ■ Hide Untimed Events. Removes untimed events from the Year View display. ■ Hide Zero Duration Events. Removes events without a duration from the Year View display. ■ Hide Events <. Removes events that are shorter than the time you specify from the Year View display. The choices are 0.5, 1, 2, 4, 8, and 12. ■ Hide Daily Repeating Events.
Contacts Contacts is the application where you store name and address information about people or businesses and more. Creating a Contacts entry You can create Contacts entries on your handheld, or you can use your desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation. Many desktop software applications also have data import capabilities that enable you to load database files into your Contacts list on your handheld.
Tip: To create an entry that always appears at the top of the Contacts list, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld. Duplicating a Contacts entry You can duplicate existing entries, which can be helpful when you want to enter multiple people from a single organization. When you duplicate an entry, the word Copy appears next to the name in the First Name field. To duplicate an entry: 1.
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. Under Record, select Edit Contact (/E). 5. Press Menu . 6. Under Record, select Details (/E). 7. Select any of the following settings: Category Assign the entry to a category.
Tap to select a different category Tap a number to select it Tap Dial to call the number 4. Prepare your handheld and mobile phone for data communications. See page 194 for details. 5. Tap Dial. Tip: If you select the Enable Tap-Dialing check box in the Contacts Preference dialog box, you can simply tap the number you want to dial without using the Dial menu command.
Options menus Contacts record & edit views Contacts list view 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. ■ List By. Determines how the Contact entries are sorted and also controls the Instant Lookup feature and SMS address lookup options. ■ Enable Tap-Dialing.
■ 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. ■ Always dial 1 in front of the area code. Inserts a 1 in front of 10-digit numbers before dialing.
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 To Do List . 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 priority The priority setting for items lets you arrange your To Do items according to their importance or urgency.
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. No Date Removes the due date from the item. Choose date Opens the date selector, where you can choose any date that you want for the item. 5.
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. You can set To Do List to record the date that you completed the To Do item, and you can choose to show or hide completed items as described on page 111.
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 handheld. Purge completed items to remove them from memory. Show Only Due Items Shows only the items that are currently due, past due, or have no due date specified.
Options menu About To Do List Shows version information for To Do List.
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 handheld. A record in Memo Pad is called a “memo.” To create a new memo: 1. Press Memo Pad . 2. Enter the text you want to appear in the memo. Press Return in the memo. Tip: to move down to new lines The first letter of your memo is automatically capitalized. Tap New 3. Hold Option and press Return to finish.
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 Send Memo Memo screen Enables you to send the selected record to someone else via an SMS message.
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. Basic mode uses input precedence, like most 4-function calculators, and the order of the numbers entered results in an answer regardless of operation. In Advanced mode you can access scientific functions and perform sophisticated math calculations.
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 to access the Applications Launcher. . 3. Enter the amount of the expense. Cursor of new item Tap New 4.
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 134). 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 handheld, 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 handheld package. The procedures in this section also assume that you have installed Palm Desktop software as described on page 24.
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 Chapter 6 ■ 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.
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Chapter 7 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Treo™ 90 handheld. In the Preferences screens, you can do the following: Buttons Assign different applications to many of the buttons and icons on your handheld and the HotSync® cable. Connection Configure your handheld to communicate with other devices. Date & Time Set the current date and time, the time zone, and daylight savings setting.
Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the application buttons on the front of your handheld and the HotSync button on the cable. For example, if you find that you seldom use To Do List and often use CityTime, you can assign the To Do List button to start CityTime, or any other application on your handheld.
Connection Preferences The Connection Preferences screen lets you create configurations for communicating with other hardware devices: PC, Modem, Phone, or Local Network, and the method used to connect to the device: Cradle/Cable, Infrared, Serial, or USB. Configurations, or profiles, once activated are available to applications on your handheld. Connection Types The Connection Preferences screen displays a list of available configurations that you can modify as needed.
Date & Time Preferences The Date & Time Preferences screen enables you to set the time, date, time zone, and daylight savings setting for your handheld. See the section that begins on page 21 for information on changing these settings. Digitizer Preferences The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen that appears when you start your handheld for the first time.
Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1. Tap the Time pick list and select a format. 2. Tap the Date pick list and select a format. 3. Tap the Week starts pick list, and select whether you want the first day of the week to be Sunday or Monday.
System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, to adjust the volume level, and to turn the Alarm LED option on and off. To set the system, alarm, and game sounds: 1. Tap the System Sound pick list and select the sound level. Note: When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. 2.
To select a service: 1. Tap the Service pick list. Tap here to display a list of service templates 2. Tap the predefined service template. Note: If you want to enter a name for a new service template, see page 147 for details. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: 1.
Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your handheld prompts you to enter a password each time you log into your network: ■ If you do not enter a password, your handheld displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
Tap to display a list of connection configurations 2. Select the appropriate Connection. Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card. Note: The Phone Setup dialog box works correctly for AT&T and Sprint long-distance services.
To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix Enter your prefix here 2. Enter the prefix. 3. Hold Option and press Return to finish. 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.
To use a calling card: 1. Tap the Use calling card check box to select it. Select this box to use a calling card Enter your calling card number here 2. Enter your calling card number on the Use calling card line. Note: It’s a good idea to add at least three commas at the beginning of your calling card number to compensate for the cue delay. Tip: MCI customers must enter the calling card number in the Phone # field, and the phone number in the Use Calling Card field. 3.
To duplicate an existing service template: 1. Tap the Service pick list. 2. Tap the predefined service template you want to duplicate. 3. Press Menu . 4. Under Service, select Duplicate (/L). A copy of the service template is added to the Service pick list. Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number.
Idle timeout The Idle timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial-in server when you switch out of a TCP/IP application. To set the Idle timeout: 1. Tap the Idle timeout pick list and select one of the following options: 1 minute Waits one minute for you to open another application before it drops the connection. 2 minutes Waits two minutes. 3 minutes Waits three minutes.
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.
Tap here 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your handheld 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.
Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu. To delete a service template: 1. Tap the Service pick list. 2. Tap the service template you want to delete. 3. Press Menu . 4. Under Service, select Delete (/D). 5. Hold Option and press Return to finish. Network Preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates.
To view the Network Log: 1. Press Menu . 2. Under Options, select View Log (/V). 3. Use the scroll buttons to see the entire Network Log. 4. Hold Option and press Return to finish. 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.
Phone Preferences The Phone Preferences screen enables you to assign a Connection profile to applications, such as Palm SMS, that must be used in conjunction with your mobile phone. To set Phone Preferences: 1. From the Connection pick list, select the configuration for you mobile phone. Note: If you do not see a Connection that is specific to your phone, select Infrared to GSM Phone if you connect to your phone via the IR port, or select Serial to GSM Phone if you connect to your phone with a cable. 2.
Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want. 4. Hold Option and press Return to finish. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 1. Tap the ShortCut you want to delete. 2. Tap Delete. 3. Hold Option Chapter 7 and press Return for Yes.
Page 156 Setting Preferences for Your Handheld
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™ 90 handheld and your desktop software either directly, by connecting your handheld to the HotSync cable attached to your computer or using infrared communication, or indirectly, with using an optional 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 handheld and your desktop software. In general, you should leave the settings to synchronize all files.
6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box. Thereafter, whatever you selected as the default setting is used when you click the Default button in the Custom dialog. 7. Click OK. 8.
4. Select Enable infrared communication. Infrared ports The COM port displayed on this screen is the port associated with your infrared device. It should be different from the port currently defined for cable synchronization. 5. Write down the port listed as “Providing application support” so you can configure HotSync Manager for infrared communication. This port is the simulated port. It is the channel through which the actual infrared communication takes place between your computer and your handheld. 6.
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 and Windows XP, 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 and Windows XP: 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 modem HotSync operation. Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld. To prepare your computer for a modem 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 handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1. Press Option and then press Menu to access the Applications Launcher. 2. Use the scroll buttons to select the HotSync icon 3. Press Return . to launch the application. 4. Tap Modem. 5. Tap the pick list below the HotSync icon and select Standard Modem. 6. Tap the Enter Phone # field.
Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required for modem synchronization. To change the Conduit Setup for a modem HotSync operation: 1. Press Option and then press Menu to access the Applications Launcher. 2. Use the scroll buttons to select the HotSync icon 3. Press Return 4. Press Menu .
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 handheld to the cable and press the HotSync button. The HotSync operation records network information about your computer on your handheld. With this information, your handheld can locate your computer when you perform a HotSync operation over the network. To prepare your handheld 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 handheld and can skip to page 170. 1.
3. Press Return to launch the application. 4. 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. To perform a network HotSync operation via a LAN: 1.
Creating a user profile If you need to configure several Palm OS® handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into a handheld 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 handheld. 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 handheld 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 handheld, and click OK. 5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld.
Preparing your computer to synchronize desktop e-mail Before you use Palm Mail for the first time, make sure your desktop e-mail application is up and running. You must also set up Palm Desktop software for use with your desktop e-mail application. Palm Mail supports a number of Windows desktop e-mail applications, such as Microsoft Outlook (version 4.0 or higher), QUALCOMM Eudora (version 3.0.3 or higher), and Lotus cc:Mail (versions 2.5, 6.0, and 7.0).
5. Click one of the following settings: Synchronize the files Synchronizes the mail on your handheld and your desktop e-mail application. Desktop overwrites handheld Replaces the mail on your handheld with the mail in your desktop e-mail application. You should use this option only if, for some reason, the two inboxes get out of sync. This setting applies for only one HotSync operation and then reverts back to the default setting.
Viewing e-mail items The Message list displays a list of your incoming e-mail items, who sent them, and the date they were received. E-mail items you’ve read have a check next to them. High-priority e-mail items appear in bold. Previously read To open an e-mail item: 1. Use the scroll buttons to select the message you want to open. 2. Press Space to open it.
Creating e-mail items You create e-mail items with your handheld the same way you create e-mail with your desktop E-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen. All e-mail items must, at the very least, contain information in the To: and Subj: fields. To create an e-mail item: 1. Press Menu . 2. Under Message, select New (/N). 3.
Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Open an e-mail item in the Message list to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didn’t see the original e-mail item (Forward). 4. Select whether you want to include original text or comment original text. 5. Hold Option and press Return to finish. 6. Enter the text of your reply.
To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Press Menu . 4. Under Options, select Lookup (/L). 5. If the letters you enter identify a unique listing from your Contacts list, your handheld completes the address for you. If not, the Lookup dialog box appears and lists all records that contain information in an E-mail field. Tap Lookup 6.
The following details are available: Priority Flags an e-mail item as High, Normal, or Low priority. BCC Creates a blind carbon copy field in the New Message screen. Signature Attaches previously defined text as the closing of an e-mail item. See page 180 for details. Confirm Read Requests a confirmation telling you when the e-mail item was read. Confirm Delivery Note: Requests a confirmation telling you when the e-mail item was delivered.
Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the BCC check box to select it. 3. Hold Option and press Return to finish. BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing.
To add a signature to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option. 3. Hold Option Note: and press Return to finish. The signature does not display in your e-mail item; only your recipient sees the signature.
To retrieve an e-mail item: 1. In the Message list, tap Outbox from the pick list in the upper-right corner. Tap here to display folder list 2. Use the scroll buttons to select the e-mail item you want to retrieve. Tap here to select item Tap to edit item 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner. 2. Use the scroll buttons to select the draft you want to display. Selected item Tap to edit item 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder. Filing e-mail Your handheld can store e-mail you receive or create in the Filed folder.
Deleting e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform the next HotSync operation. If you delete an e-mail item from the handheld, it is also deleted from your desktop email application when you perform the next HotSync operation. To delete e-mail: 1. Open the e-mail item you want to delete. 2. Tap Delete. 3. If you selected the Preferences option to confirm deletion, tap Yes.
Message list options Message list options enable you to manage the way the Message list displays information. Folders Your handheld provides folders for categorizing your mail. The Message list displays the e-mail items in the folder you select. To select a folder: 1. Tap the pick list in the upper-right corner to open the list of folders: Inbox Contains the e-mail from your desktop e-mail application Inbox, minus any that you have excluded using filtering options. See page 187 for details.
Sorting the Message list You can sort e-mail items by the date sent, by sender, or by subject. Note: High-priority e-mail items always appear first, no matter how you sort the list. To sort the Message list: 1. In the Message list, tap Show. 2. Tap the Sort by pick list and select one of the following options: Date Sorts e-mail by date and displays the most recent e-mail item at the top of the screen.
4. Tap the filtering option you want to apply: All During synchronization, all e-mail items in your desktop e-mail Inbox synchronize with your handheld, and all e-mail items in your handheld Outbox are sent to your desktop E-Mail application. Send Only During synchronization, only the e-mail items in your handheld Outbox are sent to your desktop e-mail application; from there, they are sent to their destinations.
Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
Your handheld interprets this as, “Accept e-mail items about the Apollo Project from John Smith or Jack Jones. Do not accept e-mail items from other people. Do not accept e-mail items from John or Jack about any other subject.” When you define a string, note that your handheld searches for any instance of that sequence of characters.
To retrieve high-priority e-mail items: 1. Tap the Filter box in the HotSync Options dialog box. 2. Tap the Retrieve All High Priority check box to select it. Tap check box 3. Hold Option Note: and press Return to finish. This setting is applicable only if your e-mail application has the capacity to flag highpriority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld.
Palm Mail menus Palm Mail menus are shown here for your reference, and Palm Mail features that are not explained elsewhere in this guide are described here. See page 29 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an email item, or viewing the Message list. Message list New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e-mail item.
Page 192 Advanced HotSync® Operations
Chapter 9 Using the Wireless Application Suite This chapter provides information on how to use the applications and features that are specific to wireless data communication. The Wireless Application Suite includes the Blazer web browser, Palm SMS text messaging, and One-Touch Mail™ by JP Mobile e-mail application.
Preparing for mobile communications After you install the Wireless Applications Suite software, you’re ready to connect your handheld to your mobile phone and use it for mobile communication. You can connect your handheld and your mobile phone using infrared communication, or using a special cable. To connect your handheld to your mobile phone with infrared communication: 1. Make sure infrared communication is enabled on your mobile phone. 2.
Blazer Web Browser 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 handheld’s screen. In Blazer, you can do the following: ■ Access the World Wide Web and display Internet content. ■ Create up to 100 bookmarks for quick and convenient access to your favorite web sites. ■ Navigate between web pages with familiar toolbar icons.
Folder icon 7. Enter the URL you want to view. 8. Hold Option and press Return to finish. 9. Tap Yes to connect now. 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 10.
To view a bookmark: 1. Prepare your handheld and mobile phone for data communications. See page 194 for details. 2. From the Page view, tap the Bookmark view icon . 3. Tap the bookmark you want to view. Tap to view more pages Tip: You can also press the scroll buttons to scroll to other pages. 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 199 for information on creating page categories.
To define a bookmark: 1. From the Bookmark view, press Menu . 2. Under Bookmark, select Add Bookmark (/A). Tip: You can also open the New Bookmark dialog box by tapping an empty bookmark slot. 3. Enter a Name, Description, and URL for the page you want to bookmark. 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.
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.
Preferences Browser tab: Home page. Displays the URL of the current home page selection. Tap this option to open the Set Home Page dialog box and select a different home page. To restore the factory default Home Page setting, tap Restore in the Set Home Page dialog box. ■ Note: Page 202 Some service providers may not support the default Home Page setting. ■ Initial view. Determines whether the Page view or Bookmark view appears when you start the Blazer application. The default option is Page view.
Preferences (continued) Advanced tab: ■ Cache Size (K). Displays the amount of memory that Blazer reserves to store recently viewed pages. The amount of free memory available on your handheld appears below this option. ■ Clear. Erases all the pages stored in the cache. You cannot cancel or undo this action. ■ Accept Cookies. Enables the receipt of Internet cookies. The default setting for this option is on. ■ Clear Cookies. Erases all the cookies stored on your handheld.
Palm™ SMS Palm™ SMS provides a way for you to use your Treo and a GSM mobile phone to exchange short text messages with other people who also use GSM mobile phones and subscribe to an SMS service. 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.
Draft Stores messages you’ve created but are not ready to send. You can read or edit draft messages before sending them. Receiving SMS messages When you receive SMS messages, they appear in the Inbox category. The icons to the right and left of the description indicate the item status and whether the message contains a data record. Note: You can receive SMS messages even if you don’t subscribe to your wireless service provider’s SMS service. To receive and view text messages: 1.
To receive and view data messages: 1. Connect your handheld to your GSM mobile phone. See page 194 for details. 2. From any SMS list view, press Menu . 3. Under Message, select Check (/H). Tip: You can also check for incoming messages and send any messages in your outbox simultaneously by tapping Send & Check. Paperclip icon 4. Use the scroll buttons to select a message that has a paperclip icon in the right column. 5. Press Space to open the message. 6.
Tap To 4. Enter the message text. 5. Connect your handheld to your GSM mobile phone. See page 194 for details. 6. Tap one of the following buttons Send Sends the current message. If an error occurs, a message dialog box asks you if you want to save this message to the Outbox. To use this command, you must first connect your handheld to your GSM mobile phone. See page 194 for details.
3. Enter the signature text. 4. Hold Option and press Return to finish. To add your signature to a message: 1. Create or open the message to which you want to add the signature. 2. Press Menu . 3. Under Options, select Add Signature (/Z). Sending data via SMS You can also use Palm SMS to send and receive records from your handheld applications as an SMS message.
To modify Draft messages: 1. In the Draft category, open the message you want to change. 2. Tap Edit. 3. Edit the message. 4. Tap one of the following buttons: Send Sends the message. If an error occurs, a message dialog box asks you if you want to save this message to the Outbox. To use this command, you must first connect your handheld to your GSM mobile phone. See page 194 for details. Outbox Puts the current message into the Outbox so that you can send it later.
Preferences Sort by. Enables you to sort messages by Date, Type, Sender, or Content Show Date. Toggles the display of the date on and off. Alert Sound. Activates an alarm ring when you receive a new SMS message. Select the sound you want to play from the pick list. Confirm Deleted Message. Displays a confirmation dialog box each time you delete a message. Delete After Transfer. Deletes SMS messages with attachments after transferring the data to the corresponding application. Signature.
One-Touch Mail One-Touch Mail is a wireless e-mail application that enables you to access your ISP (POP3 account) e-mail directly from your handheld by using your data-enabled mobile phone to access the Internet. You may also be able to use One-Touch Mail to access your corporate e-mail; contact your System Administrator for assistance. To install One-Touch Mail, do one of the following: ■ Select the One-Touch Mail option when you configure the wireless communication features using the Handspring CD-ROM.
Page 212 Using the Wireless Application Suite
Appendix A Maintaining Your Handheld This chapter provides information on the following: ■ Proper care of your Treo™ 90 handheld ■ Maximizing battery life ■ Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
■ If the battery drains to the point where your handheld 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 handheld. If your handheld does not turn on when you press the power button, you should charge the battery immediately. ■ If you leave a drained battery in your handheld for an extended period of time, you can lose all of the stored data.
Performing a warm (or safe) reset A warm (or safe) reset bypasses system extensions on your handheld, 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 handheld. 2. While holding down the top scroll button, use the reset tool (or similar object without a sharp tip) to gently press the reset button. 3.
To restore your data after a hard reset: 1. Click the HotSync Manager icon taskbar). Tip: in the Windows system tray (bottom-right corner of the 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™ 90 handheld: ■ 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 add-on applications have been written for Palm OS® devices. Unfortunately, we are not able to support such a large number of non-Handspring software applications.
Operating problems Problem Solution My handheld won’t turn on. Try each of these in turn: ■ Adjust the contrast settings. ■ Make sure the battery is fully charged. ■ Perform a soft reset. See page 214 for details. ■ If your handheld still does not operate, try a hard reset. See page 215 for details. My handheld keeps turning itself off. Your handheld is designed to turn itself off after a period of inactivity. This period can be set at one, two, or three minutes. Check the Auto-off setting.
Wireless communication problems Problem Solution The Blazer® application won’t connect to the Internet ■ Confirm that you wireless service plan includes data services and not just voice minutes. ■ If you’re using an infrared connection, make sure the infrared port on your mobile phone is enabled. If you’re using a cable connection, make sure the cable is securely attached to your mobile phone.
The Palm SMS application doesn’t work ■ Make sure you have a GSM mobile phone. ■ Make sure you installed the proper Palm OS phone driver: 1.Press Option and then press Menu Applications Launcher. to access the 2.Use the scroll buttons to select the Preferences icon 3.Press Return . to launch the application. 4.Select Phone from the pick list in the upper-right corner. 5.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the Set Date box in the Date & Time Preferences screen displays the current date. See page 22 and page 141 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 handheld 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 handheld. You must install this software even if you upgraded from another Palm OS handheld. ■ Make sure you selected your user name in Palm Desktop software before beginning the HotSync operation. ■ Perform a soft reset. See page 214 for details.
I cannot launch the HotSync Manager. I am using Outlook as my PIM, but I cannot do a HotSync operation. ■ 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. ■ Click the HotSync Manager and choose Custom.
Password problems Problem Solution I forgot the password, and my handheld is not locked. You can use Security to delete the password. If you do this, your handheld deletes all entries marked as private. You can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. In this case, the following procedure restores your private entries and lets you access them: 1.
Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application. If you are not familiar with Microsoft Excel, consult your company’s Information Services department or another experienced user.
To customize a sample Expense Report template: 1. Make a backup copy of the contents of the Template folder. 2. Double-click the name of the sample template you want to modify to open it in Microsoft Excel. 3. Make any changes that you want to the names (or other information) in the sample template. Important: Do not insert rows or columns in the sample template. Doing so changes the way your Expense data maps to the template and causes errors.
Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report. Labels There are two kinds of labels that you need to define for your report: day/date and expense type. Each kind of label can be either Fixed or Variable. A Fixed label means that the label always appears as a header at the beginning of a row or column. If a label is not Fixed, it is variable.
Analyzing your custom Expense Report If you already have a custom Excel expense report, you can use it with a modified mapping table. However, before you can create a Maptable.xls file that corresponds to your custom Expense Report, you must first analyze the characteristics of your report. Perform the following before you begin a custom mapping table: ■ Print a copy of your custom expense report. Activate the Row and Column Headings option in the Sheet settings of the Page Setup command.
All rows related to template are selected 4. From the Edit menu, choose Copy. 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file. 7. Name the table. In the cell immediately to the right of the cell entitled Template Name, enter the exact file name of your custom Expense Report template. 8.
Determine whether the Rows will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Row section (columns 2–5). Determine whether the Columns will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Column section (columns 6–9). 10.
If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed. Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all appear in the same column. 13.
Using applications other than Microsoft Excel You can use applications other than Microsoft Excel (such as Lotus 1-2-3 or Quattro Pro) to open and manipulate the Expense data on your computer. The data file is named “Expense.txt,” and is stored in the Expense folder, within the folder containing the handheld user data. Expense data in the Expense.txt file is in tab-delimited format. Expense file details The Expense.txt file contains four groups of data.
Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters. If you send ^char, and the ASCII value of char is between @ and _, then the character is automatically translated to a singlebyte value between 0 and 31.
Page 234 Non-ASCII Characters for Login Scripts
Warranty and Other Product Information Product Warranty WARRANTY. Handspring warrants to you that at the date of purchase, the product is free of defects in workmanship and materials, and the software included in the product will perform in substantial compliance to its program specifications. EXCLUSIONS FROM WARRANTY.
Handspring, Inc. End User Software License Agreement THIS PRODUCT CONTAINS SOFTWARE, THE USE OF WHICH IS LICENSED BY HANDSPRING, INC. AND ITS SUPPLIERS (COLLECTIVELY, “HANDSPRING”), TO ITS CUSTOMERS FOR THEIR USE ONLY AS SET FORTH BELOW. SOFTWARE LICENSE: Handspring grants you a nonexclusive license to use the accompanying software program(s) (the “Software”) subject to the terms and restrictions set forth in this End User Software License Agreement (“License Agreement”).
1995), and is provided to the U.S. Government only as commercial software (with “Restricted Rights”, if applicable). Use, duplication, or disclosure by the U.S. Government is subject to restrictions set forth in this License Agreement and as provided in DFARS 227.7202-1(a) and 227.7202-3(a) (1995), DFARS 252.227-7013(c)(1)(ii) (OCT 1988), FAR 12.212(a) (1995), FAR 52.227-19, or FAR 52.227-14 (ALT III), as applicable. TERM AND TERMINATION: This License Agreement is effective until terminated.
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Yoyodyne, Inc., hereby disclaims all copyright interest in the library `Frob' (a library for tweaking knobs) written by James Random Hacker. Signature of Ty Coon, 1 April 1990 Ty Coon, President of Vice That's all there is to it! 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.
Acknowledgments We would like to thank the following developers whose contributions were an integral part of the Handspring product: ■ C.E. Steuart Dewar Pimlico Software, Inc. www.gorilla-haven.org/pimlico ■ Darren Beck Code City www.codecity.com.au ■ Rick Huebner www.probe.net/~rhuebner/index.
Index A ABA (Address Book archive file) 34 Accented characters entering 31 onscreen keyboard 33 Add-on applications 40–43 Address Book archive files (.aba) 34 Address Book.See Contacts Alarm preset 99 reminder 99 setting 85 sound 99, 142 for untimed events 85 Anniversaries.
C Cable connecting to computer 23 for local HotSync operations 76, 77 mobile phone 193, 194 serial 12, 23, 158, 222 USB 12, 23 Calculator Advanced mode 119 Area view 125 Basic mode 118 buttons explained 118, 119–126 Finance view 121 Length view 124 Logic view 123 Math view 120 memory 118 menus 127 opening 59, 118 overview 59 recent calculations 59, 119 selecting mode 118 Statistics view 123 Trigonometry view 121 Volume view 126 Weight/Temp view 124 Calibration 19, 140, 218 Call Waiting, disabling 146, 166 C
Continuous events changing 87 deleting from Date Book Plus 64, 87 scheduling 86 Contrast control 14, 16 Copying contact information 104 Copying text 63 Country default setting 140 Cradle.
Default categories 65 currency in Expense 135 settings.
Finding applications 37 e-mail addresses 177–178 information in applications 67–71 phone numbers 69–70 using the Find application 69 Floating events 93 Folders for e-mail 185 Fonts 76 Formats preferences 140 Frozen handheld 218 G Games 142 General preferences alarm sounds 142 auto-off delay 141 system sounds 142 Glossary.
menu commands 30 moving the cursor 29 numbers 28 online Help 63 onscreen 33 ShortCuts for entering data 30, 154–155 unlocking 15, 16 L Lanyard holder 14 LED 15, 17 Letters font style 76 onscreen keyboard 33 Light, see LED 15 Linking external file 170 with desktop software. See HotSync List (Date Book Plus view) 92 List, in Applications Launcher 38 Locking handheld with a password 49–50, 153 keyboard 15, 16 records.
command equivalents (keyboard) 30 Contacts 106 Date Book Plus 96 Edit menu 62–63 Expense 134 Mail 191 Memo Pad 115, 117, 127 menu bar 19, 29 Network Preferences 152 Palm SMS 209 To Do List 112 Messages receiving 205 text 204 Microsoft Excel, transferring Expense data to 132–134 Outlook 173 Outlook, connecting to 223 Windows 95, 98 160 Mobile phone connecting to 194 using handheld with 193–211 Modem HotSync operations via 164–167 Monday, to start week 141 Month (Date Book Plus view) 91 Moving Date Book Plus
Pasting text 63 Payment, Expense item 129 Personal information managers. See PIM Phone Lookup 69–70 Phone numbers selecting types 104 Phone settings for ISP or dial-in server 145–147 Pick lists 19 PIM (personal information manager) using with handheld 25 Ports IR on handheld 160 Ports.
Resetting handheld hard reset 215 location of reset button 16, 214 soft reset 214 warm reset 215 Retrieving e-mail. See Filters for e-mail S Saving data 38, 61, 63 draft e-mail 182 Scheduling events 82–84 Screen blank 218 brightness control 14, 16 calibrating 19, 140 caring for 213 contrast control 14, 16 touching 15 scroll 68 Scroll bar 20 Scroll buttons 14, 20 SD. See Expansion Card Searching. See Finding Secondary DNS 149 Secure Digital.
Time alarm setting 85 format 141 setting current 21 setting event 82 start and end for Date Book Plus Day view 97 Time bars in Date Book Plus 98 Time stamps 94 Tips, online 20 To Do List adding Contacts data to records 69–70 archive files (.
