Visor™ Handheld User Guide Macintosh Edition
Copyright Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, HotSync and Palm OS, are registered trademarks, and the HotSync logo, Palm, and the Palm Computing Platform logo, are trademarks of Palm, Inc., or its subsidiaries.
Contents About This Guide ....................................................................................1 Chapter 1: Introduction to Your Visor Handheld .................................3 Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ............................
Chapter 3: Managing Your Applications .............................................37 Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display .....................
Sorting lists of records ........................................................................74 Making records private ......................................................................75 Hiding and masking private records ...........................................75 Attaching notes ....................................................................................77 Choosing fonts .....................................................................................
Memo Pad menus ......................................................................... 122 Calculator........................................................................................... 123 Selecting the Calculator mode .................................................... 123 Using the Basic Calculator buttons ............................................ 123 Displaying Recent Calculations .................................................. 124 Using the Advanced Calculator mode .....................
Chapter 8: Advanced HotSync® Operations ....................................171 Selecting HotSync setup options.....................................................171 Customizing HotSync application settings ...................................174 IR HotSync operations ......................................................................175 Preparing your computer for infrared communication ..........175 Configuring HotSync Manager for infrared communication .176 Performing an IR HotSync operation ........
ShortCuts preferences ...................................................................... 210 Creating a ShortCut ...................................................................... 210 Editing a ShortCut ........................................................................ 211 Deleting a ShortCut ...................................................................... 211 Appendix A: Maintaining Your Handheld .........................................213 Caring for your handheld......................
About This Guide Welcome to the Visor™ handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your Visor handheld and the applications that come with it.
Page 2
Chapter 1 Introduction to Your Visor Handheld This chapter explains the physical buttons and controls on your Visor handheld computer, how to use your Visor handheld for the first time, and how to use HotSync® technology to synchronize your Visor handheld and Palm™ Desktop software.
System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements ■ MacOS 8.1 or later (for USB cradle) --or-MacOS 7.
2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions in “Installing Palm Desktop software” later in this chapter. Be sure to install the new software in the same folder as the old software. 4.
Visor components Locating front panel controls Stylus Screen Graffiti® writing area Application buttons Microphone Power button and brightness control Scroll buttons LED Stylus Slides in and out of the slot in the back panel of the handheld. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. Visor handheld screen Displays the applications and information stored in your Visor handheld. It is touch-sensitive and responds to the stylus.
Power button and brightness control Turns your handheld on or off. If your Visor handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your Visor handheld is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds opens the brightness control panel where you can adjust the appearance of the screen.
Locating back panel components Springboard expansion slot protector IR port Reset button USB and serial connector Springboard expansion slot protector Slides in and out of the Springboard expansion slot. You can replace the slot protector with a Springboard expansion module to add features to your handheld. IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds. See “Beaming information” in Chapter 7 for more information.
Charging the battery To use your Visor handheld, you must connect the cradle and charge the battery. See “Battery considerations” in Appendix A for tips on extending the life of the battery. Connecting the cradle The cradle that comes with your Visor handheld enables you to charge your handheld battery and to synchronize the information on your Visor handheld with your Palm Desktop software using HotSync technology. Note: If your computer does not have a USB port, or it uses MacOS 8.
Serial cradle and port To charge the battery: 1. Connect the cradle as described in the previous steps. 2. Place your handheld in the cradle. LED Note: Page 10 The LED blinks while your handheld charges. When the LED stays on, your handheld is charged. It takes about 90 minutes to fully charge a drained battery.
Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your Visor handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
Elements of the handheld interface Menu bar Pick list Check box Command buttons Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command buttons Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Icons Tap the icons to open applications Calculator , menus , , and to find text anywhere in your data .
Previous/next arrows Scroll bar Next/ previous 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 Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.
To open an application: 1. Tap the Applications icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your Visor handheld, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories.
Tap inverted tab Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use. The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on which part of the application you’re using.
To use the Graffiti menu commands: 1. In the Graffiti text area, draw a diagonal line from the lower left to upper right. The Command toolbar appears for about four seconds. Command toolbar 2. Immediately write the corresponding command letter in the Graffiti letter area. For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.
Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done.
Write letters here Write numbers here Division marks Your Visor handheld also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing. To open Memo Pad: 1. Press the Memo Pad application button . 2. Tap New.
Onscreen keyboard When you create or edit a record in an application such as Address, you can open the onscreen alphabetic and numeric keyboards to enter data. Tap here for numeric keyboard Tap here for alphabetic keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “Using the onscreen keyboard” in Chapter 2 for more information. Note: You cannot enter Graffiti characters while using the onscreen keyboard.
Using Palm Desktop software If you have new records you want to add to your Visor handheld and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Exchanging and updating data: HotSync operations” in Chapter 5 for more information.
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 9 for more information on customizing your handheld. To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3.
To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3. Tap a month. 4. Tap the current date. Palm Desktop software Palm Desktop software includes the same main applications as your handheld: Daily Calendar (Date Book), Contact List (Address), Task (To Do List), and Note (Memo Pad).
Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. Note: You must install the software that comes with your Visor handheld even if you already installed Palm Desktop software for a previous Palm OS handheld.
Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld. To install a Springboard module, simply remove the slot protector and insert the module in the Springboard expansion slot until the connectors are secure.
Chapter 2 Entering Data in Your Visor Handheld This chapter explains how to enter data into your Visor handheld computer, by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, by using an external keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications.
■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. ■ The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas.
3. Position the stylus in the left-hand side of the Graffiti writing area. 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen.
The Graffiti alphabet Letter Strokes Letter A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period Page 28 Strokes tap twice Entering Data in Your Visor Handheld
Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes. Note: Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line).
Graffiti numbers Number Strokes Number 0 5 1 6 2 7 3 8 4 9 Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.
Symbol Stroke Symbol Stroke Period . Dash — Comma , Left Paren ( Apostrophe ' Right Paren ) Question ? Slash / Exclamation ! Dollar $ Additional Graffiti punctuation @ # % ^ & * < \ { } [ ] ~ ` > ; – + = : " tab | Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen
Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.
Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Stroke Move cursor right Move cursor left Previous field (Address only) Next Field (Address only) Open Address Record (Address only) Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors.
Your handheld includes the following predefined Graffiti ShortCuts: Entry ShortCut Date stamp ds Time stamp ts Date / time stamp dts Meeting me Breakfast br Lunch lu Dinner di Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1. Open any application (such as Memo Pad). 2. Tap any record, or tap New. 3.
Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software, or any supported PIM, to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your handheld. All the main applications on your handheld are available in Palm Desktop software and in most PIMs. Refer to Palm Desktop online Help for more information on entering data on your computer.
You can import data from a Newton that uses Newton Operating System 1.0. Simply use the Newton Connection Kit to export data from the Newton Names file, Date Book Calendar file, and Notepad, and then import the resulting files into Palm™ Desktop software. The Newton Connection Kit does not work with Newton Operating System 2.0. To import data: 1. Export a text file from the other product. 2. Open Palm Desktop software. 3. From the File menu, choose Import. 4. Select the file you want to import. 5.
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Visor handheld computer, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon . Selecting applications Your Visor handheld is equipped with a variety of applications.
To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list. Tap New, enter the category name, and then tap OK to add the category. Tap OK. 5. Tap Done. To display applications by category: 1. Tap the Applications icon . 2.
Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher. To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK.
Choosing preferences You can set options that affect an entire application in the application’s Preferences dialog box. To change preferences for an application: 1. Open an application. 2. Tap the Menu icon . 3. Tap Options, and then tap Preferences. Note: Not all applications have a Preferences command. 4. Make changes to the settings. 5. Tap OK.
To install add-on software on your handheld: 1. Copy or download the application you want to install into the addon folder in your Palm folder on your computer. Note: If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5. 2. Double-click the Palm Desktop icon on your desktop. 3. From the HotSync menu, choose Install Handheld Files.
Note: Review the list of applications you selected in the Install Handheld Files dialog box. If you do not want to install an application, select it, and then click Remove From List. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) 8. Close the Install Handheld Files dialog box. 9. Perform a HotSync operation to install the application(s) you selected in step 6.
Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld. To remove an add-on application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Delete. 4. Tap the application that you want to remove.
4. Click Continue on the splash screen and on the Palm Computing Readme file screen. 5. Click Agree on the End User Software License Agreement screen. 6. In the Palm Desktop Installer window, select Uninstall from the pop-up menu in the upper-left corner. The Palm Desktop Installer shows the items you can uninstall. 7. Select all the items on the uninstall list by clicking the check box to the left of each selection. 8. Click Uninstall. 9.
Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: ■ Mask or hide entries you define as private. The Mask option displays a gray bar over private records, and the Hide option completely removes (hides) private records. See “Making records private” in Chapter 5 for more information. ■ Assign a password to the Security viewing options.
Changing or deleting a password Once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1. Tap the Password box. 2. Enter the current password. Tap here 3. Tap OK. 4. Do one of the following: To change the password, enter the new password, and tap OK. To delete the password, tap Delete.
To lock your handheld with a password: 1. Assign a password. 2. Tap Lock & Turn Off. Tap Lock & Turn Off 3. Tap Off & Lock. 4. To start your handheld, turn it on, and then enter the password. Recovering from a forgotten password If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your handheld. Deleting a forgotten password also deletes all entries and files marked as Private.
Page 48 Managing Your Applications
Chapter 4 Overview of Basic Applications This chapter briefly describes each application and how to open it.
Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: ■ Enter a description of your appointment and assign it to a specific time and date. ■ Display a chart of your appointments for an entire week. The Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts.
Date Book Plus Date Book Plus is an enhanced version of the Date Book application. In addition to all the standard Date Book features, it provides a variety of advanced views and functions. In Date Book Plus, you can do the following: ■ View To Do items in select calendar views. ■ Display a chart of your appointments for one or two weeks complete with descriptions of each event. ■ Display a calendar of an entire year. ■ Display a list of your appointments in List View.
Address Address enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address, you can do the following: ■ 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. ■ Define which phone number appears in the Address list for each Address entry.
To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. In To Do List, you can do the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do 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 Date Book, Address, or To Do List. In Memo Pad, you can do the following: ■ Take notes or write any kind of message on your handheld computer. ■ Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync® technology. ■ Assign memos to categories so that you can organize and view them in logical groups.
Calculator Calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations. In Calculator, you can do the following: ■ Select a view to perform specific types of calculations including: math, trigonometry, finance, logic, statistics, weight/temp, length, area, and volume. ■ Store and retrieve values. ■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations.
CityTime CityTime helps you keep track of the time anywhere around the globe. In CityTime, you can do the following: ■ Select a home city as a point of reference. ■ Display the day and time in four other cities simultaneously. ■ Add a definition for any city that isn’t in the default list. ■ Display sunrise and sunset information for your home city. To open CityTime: 1. Tap the Applications icon 2. Tap the CityTime icon Page 56 . .
Expense Expense lets you keep track of your expenses. 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. ■ Log miles traveled for a particular date or expense category.
Page 58 Overview of Basic Applications
Chapter 5 Common Tasks This chapter provides instructions on how to do tasks that you can do in most or all of the basic applications. It’s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar. The term “records” is used to refer to an individual item in any of the basic applications: a single Date Book Plus event, Address entry, To Do List item, Memo Pad memo, or Expense item.
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 Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text.
Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace. Cut Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application. Copy Copies the selected text and stores it temporarily in the memory of your handheld.
Deleting records To delete a record in any of the basic applications: 1. Select the record you want to delete. 2. Tap the Menu icon . 3. Tap Record, and then tap the Delete command: Date Book and Date Book Plus: Delete Event Address: Delete Address To Do List: Delete Item Memo Pad: Delete Memo Expense: Delete Item A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop software, be sure that the check box is checked.
Purging records Over time, as you use Date Book or Date Book Plus, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book Plus, and To Do items that you marked as completed remain in the list, as do Expense items. All these outdated records take up memory on your handheld, so it’s a good idea to remove them by using Purge.
Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time.
To perform a local HotSync operation: 1. Insert your handheld into the cradle. The bottom edge of the handheld should align smoothly with the cradle when it is inserted properly. 2. If the HotSync Manager is not enabled, activate it: Open Palm Desktop software, from the HotSync Menu, choose Setup. Click the HotSync Controls tab and select the Enabled option. 3. Press the HotSync button on the cradle. HotSync button 4. From the Select User dialog box, choose the user name you assigned to your handheld.
The HotSync Progress dialog box appears and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle. Categorizing records Categorize records in the Address, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.
Note: The illustrations in this section come from Address, but you can use these procedures in all the applications in which categories are available. Categories are not available in Date Book and Date Book Plus. To move a record into a category: 1. Select the record you want to categorize. 2. In Address only: Tap Edit. 3. Tap Details. 4. Tap the Category pick list to display the list of available categories. 5. Select the category for the record. 6. Tap OK. To display a category of records: 1.
To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category.
To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the categories the same name.
Looking up Address records When working with Address, the scroll buttons on the front panel of the handheld makes it easy to navigate among your address entries. ■ In the Address list screen, the scroll buttons move up or down an entire screen of records. If you hold down a scroll button, you accelerate the scrolling and display every third screen. ■ In the Address View screen, the scroll buttons move to the previous or next address record.
Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Tap the Find icon Tip: . If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. 2. Enter the text that you want to find. Find is not case-sensitive. For example, searching for the name “davidson” also finds “Davidson.” Find locates any word that begin with the text you enter.
Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record. To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, Date Book Plus, To Do List, or Memo Pad. 2. Tap the Menu icon . 3. Tap Options, and then tap Phone Lookup. 4. Begin to spell the last name of the name you want to find.
■ For selected text: Drag to highlight the text, and then write the Phone Lookup Command stroke “/L.” Your handheld replaces the selected text and adds the name and its associated information. Looking up names to add to expense records In Expense, Lookup displays the names in your Address list that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1. Tap the Expense record to which you want to add names. 2.
Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in To Do List and Expense: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK.
Making records private In all basic applications, except Mail and Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. See “Security” in Chapter 3 for more information. 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. Tap the Applications icon . 2. Tap Security. 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 tap OK. To display a specific masked record: 1. Open the application that contains the record you want to view. 2. Tap the shaded bar that masks the record.
3. Tap Options, and then tap Security. 4. Tap the Current Privacy pick list. 5. Tap Show Records. 6. Tap OK. Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book 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 Address only: Tap Edit. 3. Tap Details. 4. Tap Note. 5.
Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1. Open an application. 2. Tap the Menu icon . 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. Tap here for bold font Tap here for large font Tap here for small font 5. Tap OK.
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 ■ Date Book Plus ■ Address ■ To Do List ■ Memo Pad ■ Calculator ■ CityTime ■ Expense Chapter 6 Page 79
Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.
3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tap the time of an event Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area. 4. Tap the time columns on the right side of the Set Time dialog to set the Start Time.
To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: ■ Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week. Previous week Next week Tap to select a day of the current week Tip: ■ You can also use the scroll buttons on the front panel of your handheld to move forward or backward one day at a time.
To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event.
Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4. To change the date, tap the Date box and select a new date. 5. Tap OK. Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in your Date Book. You can set an alarm to sound minutes, hours, or days before an event.
Alarm for untimed events: You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen. For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd.
3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat box 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day. 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date.
Current. Changes or deletes only the current instance of the re- peating event. Future. Changes or deletes the current event and all future occurrences of this event. All. Changes or deletes all past, current, and future occurrences of this event. 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.
Changing the Date Book view In addition to displaying the calendar for a specific day, you can also display a whole week or month, as well as the current time. Note: The Date Book Plus application includes additional calendar views and extended features. You can select Date Book Plus as your default Date Book application. See “Selecting the default Date Book” later in this chapter for details.
Previous week Next week Tap for that day Bar indicates earlier event Dot indicates untimed event Bar indicates later event 3. Tap an event to show a description of the event. Event details Tap to show event details Tips for using Week View Keep the following points in mind: ■ To reschedule an event, tap and drag the event to a different time or day. ■ Tap a blank time on any day to move to that day and have the time selected for a new event.
Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous event Dots on right side indicate events Dots below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter.
Tips for using Agenda view ■ Tap any appointment while in Agenda view to display the Day View of the appointment. ■ Check off completed To Do items in the Agenda view, or click a description of an item to go directly into the To Do List application. 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).
Date Book menus Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
Display Options Enables you to change Date Book’s appearance and which events display. ■ ■ ■ Chapter 6 Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display.
Preferences About Date Book Page 94 ■ Start/End Time. Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ Alarm Preset. Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event. ■ Alarm Sound. Sets the tone of the alarm. ■ Remind Me. Defines how many times the alarm sounds.
Date Book Plus In addition to all the standard Date Book features, Date Book Plus provides three extra views: Week View with Text, Year View, and List View. Date Book Plus also includes useful features such as floating events, To Do List integration, the Daily Journal, and templates. This section describes the views and features which are unique to Date Book Plus. See “Date Book” earlier in this chapter for information on the standard Date Book features.
Working in Year View The Year View shows an overview of your calendar for an entire year. Description of event on selected date Dot indicates scheduled events Indicates selected date Scroll to other days Year View button Tips for using Year View Keep the following points in mind: ■ Tap a day to display 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.
Working in List View The List View is a text oriented view that is integrated with To Do List. It displays a list of events and To Do items for the selected week(s). Selected week’s dates Scroll to other weeks List View button Tips for using List View Keep the following points in mind: ■ Tap a line to select it. The start and end time display briefly in the title bar. To redisplay the event details, tap to the left of the description.
You can distinguish a floating event from an integrated To Do item by the circle that appears next to the floating event (in place of the To Do item priority number and check box). Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do items and untimed events. To create a floating event: 1. Tap the Day View button. 2. Tap New and select Floating Event from the list. Tap to create a floating event 3. Enter a description of the event. 4.
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. To create To Do items in Date Book Plus: 1. Tap the Day View button. 2. Tap New and select To Do from the list. Tap to create a To Do item 3. Enter a description of the To Do item. 4. Tap a blank area on the screen to deselect the item. To mark a To Do item complete: ■ Tap the check box next to the item.
Using the Daily Journal You can use the Daily Journal feature to record events as they occur. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule. The Daily Journal is especially useful for tracking activities such as sales calls, start and end times for consulting or other work, or keeping a record of how you spend your time at the office. To create a Daily Journal entry: 1. Tap the Day View button. 2.
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. Tap the Menu icon . 3. Tap Record, and then tap Create Template.
Using snooze alarms When you set alarms in Date Book Plus, the Reminder & Snooze dialog box appears in place of the standard reminder message. You can use this dialog box to reset the alarm to sound in a specified period of time. Selecting the default Date Book The default Date Book is the application that appears when you press the Date Book button on the front of your handheld. By default, this is the standard Date Book application.
Record menu New To Do Creates a new To Do item and adds it to your Date Book Plus and To Do List database. Duplicate Item Creates a copy of the selected event and opens the Details dialog box for the new event. UnDelete from Archive Restores the last event you deleted from Date Book Plus (provided it was stored in the Archive file). You can select this command repeatedly to restore additional events.
Preferences ■ ■ 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. Page 104 ■ Initial View. Defines the view that appears when you start Date Book Plus. ■ Button Views.
Display Options ■ ■ 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 ■ Hide End Times.
Alarm Preferences Page 106 ■ 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, 10 Times, and 100 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. Go to Week Chapter 6 ■ Show Undated Items. Shows all To Do items that have not been assigned a due date. ■ Show Dated Items.
Week Preferences Page 108 ■ 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.
Month Preferences ■ Show Timed Events. Displays events that you assigned to a specific time. ■ Show Untimed Events. Displays events that you assigned to a date, but did not assign to a specific time. ■ Show Daily Repeating Events. Displays events that repeat each day. ■ Include Week Numbers in Title. Displays week numbers in the title bar for the first and last weeks in the month. ■ Show Zero Duration Events. Displays events that have no duration in the Month View display.
List View Preferences About Date Book+ Page 110 ■ Date Book. Determines which type of events appear in the List View display. The choices are: Appt, Float, Done, Alarms Only, and Repeat events only appear once. ■ To Do. Determines which type of To Do items appear in the List View display. The choices are All, Not Complete, Complete, and None. If you choose either Not Complete or Complete, you also have the following choices: Dated & Undated, Dated only, and Undated only. ■ Filter by Text.
Address Address is the application in which you store name and address information about people or businesses. Creating an Address entry A record in Address is called an “entry.” You can create entries on your handheld, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation. Palm Desktop software also has data import capabilities that enable you to load database files into Address on your handheld.
4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field Tip: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7. Tap the scroll arrows to move to the next page of information. 8. After you finish entering information, tap Done.
Selecting types of phone numbers You can select the types of phone numbers or e-mail addresses that you associate with an Address entry. Any changes you make apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label.
Show in List Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, and E-mail. Category Assign the entry to a category. Private Hide this entry when Security is turned on. Address menus Address menus are shown here for your reference, and Address features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
Preferences ■ Remember last category. Determines how Address appears when you return to it from another application. If you select this check box, Address shows the last category you selected. If you clear it, Address displays the All category. Rename Custom Fields These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries.
To Do List A To Do item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do item: 1. Press the To Do List application button on the front of your handheld to display the list of To Do items. 2. Tap New. New To Do item Tap New 3. Enter the text of the To Do item. The text can be longer than one line. 4. Tap anywhere onscreen to deselect the To Do item.
To set the priority of a To Do item: 1. Tap the Priority number on the left side of the To Do item. Tap here Tap to select priority 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do 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 complete the To Do item, and you can choose to show or hide completed items. See “To Do Show Options” later in this chapter.
To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do item. You can also sort the items that appear in the list based on their due date. To set a due date for a To Do item: 1. In the Details dialog box, tap “No Date” to open the Due Date pick list. Tap here 2. Tap the date that you want to assign the item: Today Assigns the current date.
To Do Show Options The Show Options dialog box enables you to control the appearance of the To Do list screen. To change the Show Options settings: 1. In To Do list screen, tap Show. 2. Select any of the following settings: Show Completed Items Displays your completed items in the To Do list screen. If you turn off this setting, your To Do items disappear from the list when you complete (check) them. Items that no longer appear on the list because you turn off this setting have not been deleted.
Show Due Dates Displays the due dates associated with To Do items and displays an exclamation mark next to items that remain incomplete after the due date passes. Show Priorities Shows the priority setting for each item. Show Categories Shows the category for each item. 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this guide are described here.
Memo Pad A memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your handheld. A record in Memo Pad is called a “memo.” To create a new memo: 1. Press the Memo Pad application button handheld to display the Memo list. on the front of your 2. Tap New. Tap New Tip: In the Memo list screen, you can also begin writing in the Graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo.
Tap a memo to review its contents 2. Review or edit the text in the memo. 3. Tap Done. Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo.
Calculator Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. In Advanced mode you can access scientific functions and perform sophisticated math calculations. This section explains how to select the operating mode and use the buttons and menu options available in each mode. Selecting the Calculator mode The Change Mode dialog enables you to choose whether you want to work in Basic Calculator mode or Advanced Calculator mode.
Recalls the stored value from memory and inserts it in the current calculation. Clears any value that is stored in the Calculator memory. Displaying Recent Calculations The Basic Calculator’s Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the Menu icon . 2. Tap Options, and then tap Recent Calculations. 3.
Using the Advanced Calculator buttons In addition to most of the Basic Calculator buttons, the Primary buttons are available in all the Advanced Calculator views. The remaining buttons are available only in specific views. 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.
Calculates the inverse of x to the y power. Calculates the common (base 10) logarithm. Calculates the natural (base e) logarithm. Displays the remainder of x/y. Displays the decimal portion of a decimal value. 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.
Finance buttons Finance buttons enable you to find an unknown variable value based on a group of known variable values. For example, to calculate the monthly payment for a 30-year home loan of $100,000 with an annual interest rate of 8%, you would enter the following variables: ■ Payments/year = 12 ■ N = 360 (30 years x 12 months) ■ APR = 8 ■ PV = 100,000 ■ FV = 0 Using these variables, the answer would be -733.76 per month. To solve this exmaple: 1.
Stores the current number as the total number of payments over the life of the loan. Stores the current number as the annual percentage rate of interest. Stores the current number as the number of payments per year. Stores the current number as the initial loan amount. Stores the current number as the payment amount. Stores the current number as the compounded loan amount including interest. Opens the Time Value of Money dialog box where you can modify values and solve the equation.
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.
Calculates the square of the sum of the values in the statistics memory list. Opens the Statistical Data dialog box where you can view, edit, delete, and clear values in the statistics memory list. Displays the number of values in the statistics memory list. Calculates the factorial of any integral from 0 to 170. Generates a random number between 0 and 32767 and then divides this number by 32768 to generate a random fraction between 0 and .99997.
Indicates the current value is entered in degrees Fahrenheit. When you tap this button after tapping another unit of measure, it converts the value to degrees Fahrenheit. Indicates the current value is entered in degrees Celsius. When you tap this button after tapping another unit of measure, it converts the value to degrees Celsius. Length buttons Indicates the current value is entered in inches. When you tap this button after tapping another unit of measure, it converts the value to inches.
Area buttons Indicates the current value is entered in square inches. When you tap this button after tapping another unit of measure, it converts the value to square inches. Indicates the current value is entered in square feet. When you tap this button after tapping another unit of measure, it converts the value to square feet. Indicates the current value is entered in square yards. When you tap this button after tapping another unit of measure, it converts the value to square yards.
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.
Creating a custom view You can modify any existing Advanced Calculator view to create your own view. While customizing a view, you can change the button names as well as the button definitions. To create a custom view: 1. From the Advanced Calculator screen, tap the Menu icon . 2. Tap Program, and then tap Export. 3. Tap the pick list and select the view you want to modify. 4. Tap Export and then tap OK. 5. Tap Done. 6. In Memo Pad, open the memo containing the definition you selected in step 3. 7.
Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menus Basic Calculator About Calculator Advanced Calculator Shows version information for Calculator. Program menu Advanced Calculator Export Opens the Export dialog box where you can select a view definition to export to Memo Pad.
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. Setting your home city The home city serves as a point of reference for your other city selections. The information displayed for all the other cities is based on the day and time in your home city.
Selecting remote cities In addition to your home city, you can display the day and time for four other cities anywhere around the globe. These other cities are called remote cities. To set your remote cities: 1. Tap a pick list in the lower part of the CityTime screen and select the city closest to the city you want to display. Tap to select a remote city Tip: If a nearby city isn’t in the list, you can use the Edit Cities command to add a new city to the list.
CityTime menus CityTime menus are shown here for your reference, and CityTime features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menu About CityTime Shows version information for CityTime. Help Displays online help for the CityTime screens. Utilities menu Change Location Opens the Change Location dialog box where you can select the city to which you are moving or travelling.
Expense Expense enables you to record the date, expense type, and the amount that you spent. A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. To create an Expense item: 1. Tap the Applications icon 2. Tap the Expense icon . . 3. Tap New.
Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list, write the first letter(s) of the expense type, and then write the numerical amount. This technique takes advantage of the automatic fill feature. See “Options menu” later in this chapter for details. Changing the date of an Expense item Initially, Expense items appear with the date you enter them. You can use Expense to change the date associated with any Expense item.
3. Select any of the following options: Category See “Categorizing records” in Chapter 5. Type Opens a pick list of expense types. Payment Lets you choose the payment method used to pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate place on your expense report. Currency Enables you to choose the type of currency used to pay the Expense item.
Tap Edit currencies 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon . 2. Tap Options, and then tap Custom Currencies. 3. Tap one of the four Country boxes.
5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item. Show Options Show Options define the sort order and other settings that relate to your Expense items. To open the Show Options dialog box: 1.
Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Preferences ■ Use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type.
Chapter 7 Communicating Using Your Handheld The previous chapter described the features of your Visor handheld computer that help you stay organized. This chapter describes the features that help you stay connected. ■ Managing desktop E-Mail: Using your handheld, you can read, reply to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk. (Third-party synchronization software required, sold separately.
In Mail, you can do the following: ■ View, delete, file, and reply to incoming mail. ■ Create outgoing e-mail items and drafts of e-mail items. ■ Create simple or complex filters, which allow you to decide the type of e-mail that your handheld retrieves from your desktop E-mail application. ■ Use your handheld in its cradle or with infrared communication to send and retrieve e-mail items from your desktop E-Mail application. (Third-party software required, sold separately.
Previously read To open an e-mail item: ■ Tap an e-mail item to open it. Header mode icons Recipient Subject Sender Time and date sent E-mail body To close an e-mail item: ■ Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields.
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. Tap New.
3. To send a copy of this e-mail item to additional recipients, tap the CC: field, and then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space. 4. Tap the Subj: field and enter a subject for your e-mail item. 5. Tap the Body: field and enter the text of your e-mail item. Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field.
6. Enter the text of your reply. Tip: You have several options including setting the priority. See “Adding details to e-mail items” later in this chapter. 7. Tap Send to place your reply in the Outbox. Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address list. To look up an e-mail address: 1.
6. Tap an address to select it. 7. Tap Add. Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your handheld cannot attach that attribute to the e-mail item.
Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the BCC check box to select it. 3. Tap OK. BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.
Add signature text here 4. Tap OK. To add a signature to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option. 3. Tap OK. Note: The signature does not display in your e-mail item; only your recipient sees the signature.
Storing e-mail to be sent later When you send e-mail from your handheld, it actually stores the e-mail in the Outbox folder until the next time you synchronize your handheld with your computer. During synchronization, all e-mail stored in the Outbox folder is transferred to the Outbox folder in your desktop E-Mail application. E-mail created on your handheld is sent out the next time you send mail from your desktop E-Mail application. To send e-mail: ■ After you create an e-mail item, tap Send.
Tap here to select item Tap to edit item 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your handheld stores such e-mail items in the Draft folder until you are ready to edit them again. Note: When you’re creating or editing an e-mail item, you can also save the item as a draft by canceling it.
Tap here to select item Tap to edit item 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder. Filing e-mail Your handheld can store e-mail you receive or create in the Filed folder. The contents of this folder do not automatically synchronize with your desktop E-Mail application during a HotSync operation. Your handheld, however, stores a backup copy of the Filed folder on your computer hard disk. To file e-mail: 1.
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 E-Mail 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.
To purge the contents of the Deleted folder: 1. Tap the Menu icon . 2. Tap Message, and then tap Purge Deleted. 3. Tap Yes. Note: You cannot restore e-mail items after you purge them. 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.
Date column The Date column is optional in the Message list. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message list, tap Show. Tap Show 2. Tap the Show Date check box to select it. 3. Tap OK. Sorting the Message list You can sort e-mail items by the date sent, by sender, or by subject. Note: High-priority e-mail items always appear first, no matter how you sort the list. To sort the Message list: 1. In the Message list, tap Show. 2.
HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your handheld. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.
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. Filter During synchronization, all e-mail items in your handheld Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your handheld. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
To access the special filter settings: ■ Tap the Filter box in the HotSync Options dialog box. Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
Retrieve Only Msgs Containing Tells your handheld to include only the e-mail items that meet the criteria you define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail. Defining filter strings E-mail items are filtered based on the information contained in their To:, From:, and Subj: fields.
To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3. If your string exceeds the length of the field, tap the name of the field to display the Notes screen for that header field. For more information about header field Notes screens, see “Creating e-mail items” earlier in this chapter.
2. Tap the Retrieve All High Priority check box to select it. Tap check box 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld. By default, this Truncate value is 4,000 characters.
Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message list. Message list New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e-mail item.
Beaming information Your Visor handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS handheld that’s close by and also has an IR port. The IR port is located on the side of the handheld, behind the small dark shield. You can beam the following information between Palm OS handhelds: ■ The record currently displayed in Date Book, Address, To Do List, or Memo Pad Note: You cannot beam records from Date Book Plus.
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon . 3. Tap App, and then tap Beam. 4. Tap the application you want to transfer. Note: Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. 5. Tap Beam. 6.
Tips on beaming information ■ You can press the Address application button seconds to beam your business card. ■ You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 9 for more information. ■ You can use the Graffiti Command stroke /B to beam the current entry.
Chapter 8 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm OS® devices and Palm™ Desktop software. To synchronize data, you must connect your Visor handheld and Palm Desktop software either directly, by placing your handheld in the cradle attached to your computer or using infrared communication, or indirectly, with a modem.
Enabled Prepares your computer to synchronize with your handheld. Serial Port Monitor controls the serial port you specified, prevents you from using the port for other operations, such as printing, faxing or AppleTalk networking. Disabled Turns off the Serial Port Monitor and makes the serial port available for use by other applications. Enable HotSync software at system startup Starts Serial Port Monitor automatically when you start your computer.
Check for a connection using Determines the method used to synchronize your handheld and your desktop applications: ■ Local Setup. Synchronizes while your handheld is in the cradle connected to your computer. Indicate which serial port the cradle is connected to and the speed of the data transfer in the Local Setup options in this dialog box. ■ Modem Setup. Synchronizes while the handheld communicates to your computer across a telephone line.
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 Palm Desktop software. In general, you should leave the settings to synchronize all files.
6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, click Make Default. Thereafter, whatever you selected as the default setting is used when you perform a HotSync operation. 7. Click OK. 8.
Desktop computers are likely to require an infrared device attached to a physical COM port. Laptops are likely to have a built-in IR port. Your computer must also have an installed infrared driver. Does your computer supports infrared communication? Check the documentation that came with your computer to see if it supports infrared communication. Configuring HotSync Manager for infrared communication Next you need to go to the HotSync Manager and specify the simulated port used for infrared communication.
Performing an IR HotSync operation After you complete the steps to prepare for an IR HotSync operation it is easy to perform the actual operation. To perform an IR HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Local. 4. Tap the pick list below the HotSync icon and select IR to a PC/ Handheld. 5. Position your handheld’s IR port within a couple of inches of your computer’s infrared port. 6. Tap the HotSync icon to start the IR HotSync operation.
The next time you want to perform a HotSync operation just press the HotSync button on the cradle. You can leave the HotSync application on your handheld set to perform IR HotSync operations and still use the cradle. This is useful if you perform HotSync operations with both your desktop computer and a laptop. When you are in the office just place your handheld in the cradle and press the HotSync button. When you travel, you don’t have to carry a cradle or cable.
6. Under Check for handheld connection using, select Modem Setup. 7. Under Modem Setup, adjust the following options as needed: Modem Identifies the modem type or manufacturer. Refer to your modem manual or face plate for its type or settings. If you’re not sure of your modem type or your modem doesn’t match any that appear in the list, select Hayes Basic. If you chose Custom from the Modem pop-up menu, a Custom field appears. Use this field to enter a custom modem setup string.
4. Tap the pick list below the HotSync icon and select Standard Modem. 5. Tap the Enter Phone # field. 6. Enter the telephone number to access the modem connected to your computer. 7. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box. Tip: You can enter a comma in the field to introduce a “pause” in the dialing sequence. Each comma equals a two second pause. 8.
12. Tap Options, and then tap Modem Setup. 13. Enter the settings. See “Network preferences and TCP/IP software” in Chapter 9 for more information. 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 to synchronize data with a Springboard modem.
Performing a HotSync operation via a modem After you prepare your computer and your handheld, and select your Conduit Setup options, you are ready to perform a modem HotSync operation. To perform a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications. 4. Wait for the HotSync operation to finish. If you have any problems conducting a successful HotSync operation, see Appendix B.
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. Place the new handheld in the cradle. 2. Press the HotSync button on the cradle. 3. Select the profile that you want to load on the handheld, and click OK. 4. 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.
Chapter 9 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Visor handheld. In the Preferences screens, you can do the following: Buttons Assign different applications to the buttons on the front panel of your handheld and the HotSync® button on the cradle, and reassign the full-screen pen stroke command. Connection Configure your handheld for use with a modem, such as the Springboard™ modem, with infrared communication, or a cradle.
Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately; you do not have to change to a different screen or application.
Drag to top of screen To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the fullscreen pen stroke: Brightness Opens the brightness panel. Keyboard Opens the onscreen keyboard for entering text characters. Graffiti Help Opens a series of screens that show the complete Graffiti character set. Turn Off & Lock Turns off and locks the handheld. You must assign a password to lock the handheld.
HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional Springboard modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately; you do not have to change to a different screen or application. To change the HotSync buttons preferences: 1. Tap HotSync. 2. Tap the pick list next to the button you want to assign.
Connection Types There are four type of connections you can choose from when configuring your preferences: Serial to PC This connection type defines the direct serial connection between your handheld and your desktop computer. It is used to perform a local HotSync operation when your handheld is connected by its serial connector to the cradle. The cradle is attached by its cable to a serial (COM) port on your desktop computer.
Setting modem configurations Modem configurations enable your Visor handheld to use a Springboard modem to communicate with remote devices, such as your ISP or dial-in server. To connect to remote devices using the TCP/IP software included in the handheld operating system, you must set Network preferences in addition to configuring Modem settings. Note: You can purchase a Springboard modem for use with your handheld. See www.handspring.com. To set Serial to Modem preferences: 1.
Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume for the modem. 6. Tap Details. 7. Tap the Speed pick list and select the maximum speed for your modem. Note: This is the speed at which your modem communicates with your handheld, not the speed at which your modem communicates with your telephone service. 8.
4. Tap the Dialing pick list and select TouchTone or Rotary. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume. 6. Tap Details. 7. Enter the initialization string appropriate for the modem attached to your handheld. 8. Tap OK twice to return to the Connection Preferences screen. Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen.
Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
Note: This setting controls the Day, Week, Month, Year, and List views in Date Book Plus and all other aspects of your handheld that display a calendar. 4. Tap the Numbers pick list, and select formats for the decimal point and thousands separator. General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, the beam receive feature, and sounds for your handheld. See Chapter 1 for information on setting the time and date.
To set the system and alarm sounds: 1. Tap the System Sound pick list and select the sound level. Note: When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. 2. Tap the Alarm Sound pick list and select the sound level. 3. Tap the Game Sound pick list and select the sound level. Note: The Game Sound setting works only with games that are programmed to respond to this setting. Older games typically do not respond to this setting.
To select a service: 1. Tap the Service pick list. Tap here to display a list of service templates 2. Tap the predefined service template you want to use or enter a name for a new service template. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: 1. Tap the User Name field. 2. Enter your user name.
Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your 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.
Selecting a connection The Connection Preferences settings enable your Visor handheld to use a modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel. See “Connection preferences” earlier in this chapter for a complete explanation on how to configure Connection Preferences. To select a connection: 1. Tap the Connection pick list. The list displays the configurations in your Connection Preferences panel.
To enter your server phone number: 1. Tap the Phone field. 2. Enter the phone number you use to reach your ISP or dial-in server. Enter your ISP phone number here 3. If you need to enter a prefix or disable Call Waiting, skip to those procedures. Otherwise, tap OK. Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1.
Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1. Tap the Disable call waiting check box to select it. Select this box if you need to disable Call Waiting Enter your disable code here 2. Enter the code to disable Call Waiting on the Disable call waiting line.
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. Tap OK.
Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information. After you create a new or duplicate template, you can add and edit settings. To add a new service template: 1. Tap the Menu icon . 2. Tap Service, and then tap New. A new service template (called Untitled) is added to the Service pick list. To duplicate an existing service template: 1. Tap the Service pick list. 2.
3. Tap the Connection type pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note: If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods. In the Details dialog box, you enter each section separately.
To identify dynamic IP addressing: ■ Tap the IP Address check box to select it. Tap to select automatic IP address To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2. Tap the space to the left of the first period then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK.
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.
Delay Tells your handheld to wait a specific number of seconds before executing the next command in the login script. Get IP Reads an IP address and uses it as the IP address for your handheld. This command is used with SLIP connections. Prompt Opens a dialog box and prompts you to enter text of some kind (for example, a password or a security code). End Identifies the last line in the login script. 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK.
Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and try the suggestions listed. Displaying expanded Service Connection Progress messages It’s helpful to identify at what point in the login procedure the connection fails. An easy way to do this is to display the expanded Service Connection Progress messages. Expanded Service Connection Progress messages describe the current stage of the login procedure.
Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld. If you use the Security application to turn off and lock your handheld with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld. See Chapter 1 for more information.
ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See Chapter 2 for more information on the use of ShortCuts. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers. All ShortCuts you create appear on the list in the ShortCut Preferences screen.
ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 1. Tap the ShortCut you want to delete. 2. Tap Delete. 3. Tap Yes.
Page 212 Setting Preferences for Your Handheld
Appendix A Maintaining Your Handheld This chapter provides information on the following: ■ Proper care of your handheld ■ Prolonging 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.
Battery considerations Please note the following considerations when using the rechargeable battery in your handheld: ■ Under normal conditions, your handheld battery should provide one to two weeks of use between charges. You can conserve battery life by changing the Auto-off setting that automatically turns the handheld off after a period of inactivity, or by lowering the brightness setting. See “General preferences” in Chapter 9 and “Locating front panel controls” in Chapter 1 for more information.
Resetting your handheld Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again. All records and entries stored in your handheld are retained with a soft reset.
Performing a warm reset A warm 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 reset: 1. Hold down the Page Up button on the front panel of the handheld. 2. While holding down the Page Up 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. Open Palm Desktop software. 2. From the HotSync menu, choose Conduit Settings. 3. From the User pop-up menu, select your user name. 4. Select an application in the Conduit list. 5. Click Conduit Settings. 6. Select Macintosh overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Page 218 Maintaining Your Handheld
Appendix B Troubleshooting Tips If you encounter a problem with your Visor 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 third-party add-on applications have been written for Palm OS® handhelds. Unfortunately, we are not able to support such a large number of third-party applications.
Tapping and writing problems Problem Solution When I tap the buttons or screen icons, it activates the wrong feature. Calibrate the screen. See “Digitizer preferences” in Chapter 9. When I tap the Menu Not all applications or screens have menus. Try changing to a different application. icon , nothing happens. I can’t get my handheld to recognize my handwriting. Page 220 ■ For your handheld to recognize handwriting input with the stylus, you need to use Graffiti® writing.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the Set Date box in the General Preferences screen displays the current date. See “General preferences” in Chapter 9 for more information. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upperright corner of the screen). Choose All to display all of the records for the application.
HotSync problems Problem Solution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? ■ Perform a soft reset. See “Resetting your handheld” in Appendix A. ■ Make sure the HotSync Manager is enabled. Open Palm Desktop software, from the HotSync menu, choose Setup. Make sure that the Enabled option is selected. ■ Check the HotSync Manager Local Setup settings. Open Palm Desktop software, from the HotSync menu, choose Setup.
I cannot launch the HotSync Manager. ■ ■ I tried to do a local HotSync operation, but it did not complete successfully. Try each of these in turn: ■ Make sure the HotSync Manager is enabled. Open Palm Desktop software, from the HotSync menu, choose Setup. Make sure that the Enabled option is selected. ■ Check the HotSync Manager Local Setup settings. Open Palm Desktop software, from the HotSync menu, choose Setup.
I tried to do a modem HotSync operation, but it did not complete successfully. Page 224 Check the following on your computer: ■ Make sure your computer is turned on and that it does not shut down automatically as part of an energysaving feature. ■ Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line. ■ Make sure the HotSync Manager is enabled. Open Palm Desktop software, from the HotSync menu, choose Setup.
I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Check the following on your computer: (continued) ■ Make sure you are not running another program, such as WinFax, CompuServe, or America Online, that uses the serial port you selected in the Setup dialog box. ■ Make sure your modem resets before you try again. (Turn off your modem, wait a minute, then turn it back on.
Beaming problems Problem Solution I cannot beam data to another Palm OS handheld. ■ Confirm that your handheld and the other Visor handheld are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two devices is clear of obstacles. Beaming distance to other Palm OS handheld computers may be different. ■ Check the General Preferences screen and make sure the Beam Receive setting is on. ■ Move your handheld closer to the receiving device.
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.
Technical support If you cannot solve your problem after reviewing the sources listed at the beginning of this appendix, check our web site www.handspring.com for the latest technical support information. Before requesting support, please experiment a bit to reproduce and isolate the problem.
Appendix C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters. If you send ^char, and the ASCII value of char is between @ and _, then the character is automatically translated to a single-byte value between 0 and 31.
Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. Examples: \^ Includes a caret as part of the string \< Includes a < as part of the string \\ Includes a backslash as part of the string Page 230 Non-ASCII Characters for Login Scripts
Warranty and Other Product Information Handspring, Inc. Limited Warranty HARDWARE: Handspring, Inc. (“Handspring”), warrants to the original end user (“Customer”) that this product will be free from defects in workmanship and materials, under normal intended use, for one year from the date of original purchase from Handspring.
Products or parts shipped by Customer to Handspring must be sent prepaid and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package.
NOTICE TO CONSUMERS: Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for personal injury, so the above limitations and exclusions may be limited in their application to you. When the implied warranties are not allowed to be excluded in their entirety, they will be limited to the duration of the applicable written warranty.
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”).
EXPORT RESTRICTIONS: You agree that you will not export or re-export the Software or accompanying documentation (or any copies thereof) or any products utilizing the Software or such documentation in violation of any applicable laws or regulations of the United States or the country in which you obtained them. The software covered by this License Agreement may contain strong data encryption code which cannot be exported outside of the U.S. or Canada.
GNU Library General Public License Version 2, June 1991 Copyright (C) 1991 Free Software Foundation, Inc. 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed. [This is the first released version of the library GPL. It is numbered 2 because it goes with version 2 of the ordinary GPL.] PREAMBLE: The licenses for most software are designed to take away your freedom to share and change it.
The reason we have a separate public license for some libraries is that they blur the distinction we usually make between modifying or adding to a program and simply using it. Linking a program with a library, without changing the library, is in some sense simply using the library, and is analogous to running a utility program or application program.
1. You may copy and distribute verbatim copies of the Library's complete source code as you receive it, in any medium, provided that you conspicuously and appropriately publish on each copy an appropriate copyright notice and disclaimer of warranty; keep intact all the notices that refer to this License and to the absence of any warranty; and distribute a copy of this License along with the Library.
4. You may copy and distribute the Library (or a portion or derivative of it, under Section 2) in object code or executable form under the terms of Sections 1 and 2 above provided that you accompany it with the complete corresponding machinereadable source code, which must be distributed under the terms of Sections 1 and 2 above on a medium customarily used for software interchange.
c) If distribution of the work is made by offering access to copy from a designated place, offer equivalent access to copy the above specified materials from the same place. d) Verify that the user has already received a copy of these materials or that you have already sent this user a copy. For an executable, the required form of the “work that uses the Library” must include any data and utility programs needed for reproducing the executable from it.
through you, then the only way you could satisfy both it and this License would be to refrain entirely from distribution of the Library. If any portion of this section is held invalid or unenforceable under any particular circumstance, the balance of the section is intended to apply, and the section as a whole is intended to apply in other circumstances.
16.
FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Note: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
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 Accented characters Graffiti writing 32 onscreen keyboard 34 Add-on applications 40–43 Address Book *If Found Call* entry 112 adding custom fields 115 business card for beaming 168 categorizing records 66 conduit for synchronizing 174 creating records 59, 111–112 deleting records 62 displaying category 115 displaying data in the Address List 114 finding records 70 fonts 78 menus 114 notes for records 77 opening 52 overview 52 pressing button to beam information 170 private records 75 sorting records
C Calculator Advanced mode 124 Area view 132 Basic mode 123 buttons explained 123–124, 125–133 Finance view 127 Length view 131 Logic view 129 Math view 125 memory 123 menus 135 opening 55, 123 overview 55 recent calculations 55, 124 selecting mode 123 Statistics view 129 Trigonometry view 126 Volume view 133 Weight/Temp view 130 Calibration 11, 192, 220 Call Waiting, disabling 180, 200 Calling card, using in phone settings 180, 200 Capital letters (Graffiti writing) 29 Caring for the handheld 213 Categorie
e-mail 148–150 Expense items 139 memos 121 notes for records 77 records 59 To Do List items 116 Currency default 144 defining 142 for Expense items 141 Current date 22, 221 Current time 13 displaying in Date Book 88 setting 21 Customizing categories 69 currencies and symbols 142 fields in Address Book 115 HotSync settings 174 See also Preferences Cutting text 61 Cycling through views 51, 52, 53, 54 D Daily calendar 80–84 events. See Repeating events Journal 100 Data entry. See Entering data transfer.
e-mail, recovering 158 Deleting applications 40, 43 Desktop software 43 e-mail 158 Graffiti characters 27 passwords 46 records 62 service templates 207 text 61 See also Purging records Delivering e-mail 151, 154 Desktop E-Mail application managing 145–167 support of Mail features 151 Desktop software 22–23 configuring mail 146 for entering data 20 removing 43 saving deleted data to an archive file 62 system requirements 4 upgrading 4 See also PIM Digitizer 11, 192, 220 Display, contrast (brightness) control
customizing 174 defined 64 first-time operation 64–66, 183–184 for managing desktop E-Mail 146 HotSync Manager 64 IR operation 175–178 local operation 65, 223 modem operation 173, 178–182, 224–225 operations using IR port 175–178 options for filtering e-mail 161–166 problems with 222–225 setting options 171–173 for synchronizing data 22 Frozen handheld 219 G Games 42, 195 General preferences alarm sounds 194 auto-off delay 194 system sounds 194 Glossary.
onscreen keyboard 34 IP address 202, 204 IR port 8 See also Beaming information IR. See Infrared Items. See To Do List or Expense K Keyboard computer 35 onscreen 12, 34, 187 L Letters font style 78 Graffiti 25, 28 onscreen keyboard 34 Linking with desktop software. See HotSync List (Date Book Plus view) 97 List, in Applications Launcher 39 Locking handheld with a password 46–47, 187, 209 records.
regaining 63 Memos. See Memo Pad Menus 14–16, 220 Address Book 114 choosing 15 command equivalents (Graffiti writing) 15 Date Book 92, 102 Edit menu 60–61 Expense 144 Mail 167 Memo Pad 122, 135, 138 menu bar 12, 14 Network Preferences 207 To Do List 120 Modem HotSync operations via 178–182, 224–225 Modem port 179 Monday, to start week 193 Month (Date Book view) 90, 93 Moving Date Book events 84 the cursor (Graffiti writing) 33 Multi-day events.
Pointer. See Stylus Ports IR on handheld 175 Ports.
Scheduling events 80–84 Screen backlight 7 blank 219 brightness control 7 calibrating 11, 192 caring for 213 touching 6 Scroll bar 13 Scroll buttons 7 Searching. See Finding Secondary DNS 204 Security 45–47 changing password 46 deleting password 46 displaying owner’s name 209 forgotten password 47 locking the handheld 46 private records 75 Selecting date for event 82 e-mail to be synchronized. See Filters for e-mail phone numbers in Address Book 113 text 60, 61 Sending data.
view 94, 104 Time bars in Date Book 93, 105 Time stamps 100 Tips, online 17 To Do List adding Address Book data to records 72–73 categorizing records 66, 107, 120 checking off items 99, 117 completed items 119 completion date 119 conduit for synchronizing 174 creating items in Date Book Plus 99 creating records 59, 116 deleting records 62 due date 118, 119, 120 fonts 78 menus 120 notes for records 77 opening 53 overview 53 prioritizing records 116, 120 private records 75 purging records 63, 119 sorting reco
