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3Com III Handbook

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Applications Handbook
for the
Palm III
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Organizer

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Summary of Contents for 3Com III

  • Page 1 Applications Handbook for the Palm III ™ Organizer...
  • Page 2 Important: Please read the “3Com End User Software License Agreement” contained in the Basic Handbook for the Palm III Organizer before using the ac- companying software program(s). Using any part of the software indicates that you accept the terms of the 3Com End User Software License Agreement.

  • Page 3: Table Of Contents

    Creating a User Profile ...59 Using File Link ...61 Chapter 6: Mail Setting Up Mail on the Desktop ...63 Synchronizing Mail with your E-Mail Application ...66 Opening Mail on your Palm III organizer ...66 Viewing Messages ...66 Creating Messages ...68 Contents Page iii...
  • Page 4 Digitizer Preferences ... 105 Formats Preferences ... 105 General Preferences ... 106 Modem Preferences ... 109 Network Preferences and Palm TCP/IP Software ... 110 Owner Preferences ... 124 ShortCuts Preferences ... 125 Chapter 9: Security Assigning a Password ... 128 Hiding Private Entries ...
  • Page 5 Chapter 10: To Do List Opening the To Do List ...133 Working With To Do Items ...134 To Do Item Details ...136 Deleting a To Do Item ...137 To Do Show Options ...138 To Do List Menu Commands ...139 Appendix A: Expense Templates Expense Templates ...143 Appendix B: Creating a Custom Expense Report About Mapping Tables ...147...
  • Page 6 Page vi Applications Handbook for the Palm III Organizer...

  • Page 7: Chapter 1: Address Book

    Assign categories to your Address Book entries, so you can quickly sort and view your entries in logical groups. To open the Address Book: Press the Address Book button on the front panel of the Palm III connected organizer to display the Address Book on the screen. Chapter 1 Address button ™...

  • Page 8: Getting Started With Address Book Entries

    Address Book entries. Creating an Address Book Entry You can create Address Book entries on your Palm III organizer, or you can use the Palm entries on your computer and download the entries to your Palm III organizer with the next HotSync chapter for details.
  • Page 9 Last name (or Company name) field with a blank space. For example, you might create an " If Found Call" entry that contains your name and phone number in case you lose your Palm III organizer. Chapter 1 Next Field capital stroke to capitalize ®...
  • Page 10 3. Tap the Details button to open the Event Details dialog. 4. Tap the Delete button to open the Delete Address alert. 5. Tap the OK button to confirm you want to delete the entry. Page 4 Applications Handbook for the Palm III Organizer...

  • Page 11: Working With Address Book Entries

    Looking Up Address Book Entries When working with the Address Book, the scroll button on the front panel of the Palm III organizer makes it easy to navigate among your address entries. In the Address List screen, the scroll button moves up or down an entire screen of address entries.
  • Page 12 Choosing Types of Phone Numbers Your Palm III organizer enables you to choose the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make will apply only to the current Address Book entry.
  • Page 13 Sorting by Name or Company You can sort the entries in the Address List screen by Company and Last Name, rather than by Last Name and First Name. These settings do not change your Address Book data in any way; they merely change the view.
  • Page 14 Hide this entry when the security features are turned on. Beaming Address Entries to Other 3Com Connected Organizers The IR port on your Palm III organizer enables you to beam Address Book entries to other 3Com connected organizers. You can beam any of the following: Business card.
  • Page 15 To beam a business card: 1. Tap your business card entry to display the Address View screen for that entry. 2. Tap the icon to open the Address Book menus. 3. Tap Beam Business Card from the Record menu to beam your card to another 3Com connected organizer.

  • Page 16: Address Book Menu Commands

    This section explains the menu commands that are specific to the Address Book. Refer to “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications.
  • Page 17 Font Opens the Select Font dialog where you can choose a different font (text) style for your Address Book entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Chapter 1 Address View Page 11...
  • Page 18 When you clear it, the Address Book shows the address entries for all categories. List By. Determines whether address entries sort by last name, first name or by company name, last name in the Address List screen. Applications Handbook for the Palm III Organizer...

  • Page 19: Chapter 2: Calculator

    Chapter 2 Calculator The Calculator enables you to perform basic calculations. You can also store and retrieve values in the Calculator’s memory. To opening the Calculator: Tap the icon next to the Graffiti screen. Using the Calculator Screen The Calculator is designed to perform addition, subtraction, multiplication and division operations.
  • Page 20 Recalls the stored value from memory and inserts it in the current calculation. Removes any value that is stored in the Calculator memory. Page 14 Applications Handbook for the Palm III Organizer...

  • Page 21: Calculator Menu Commands

    Calculator and paste it into another application on your Palm III organizer. Similarly, you can copy values from other applications on your Palm III organizer, such as Expense, and paste the values into the Calculator. For additional information on the Copy and Paste commands, see “Using Menus”...
  • Page 22 Page 16 Applications Handbook for the Palm III Organizer...

  • Page 23: Chapter 3: Date Book

    Attach notes to individual events for a description or clarification of the entry in your Date Book. To open the Date Book: Press the Date Book button on the front panel of the Palm III organizer to display the Date Book screen. Chapter 3 connected organizer.

  • Page 24: Scheduling An Event

    Set Time dialog. If your appointment is one hour long, skip to step 7. Page 18 Tap a time line Time bar shows duration character strokes (or the on-screen ® Applications Handbook for the Palm III Organizer Enter event...
  • Page 25 Note: 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.
  • Page 26 Previous year Press the scroll button on the front panel of the Palm III organizer to scroll to another day. Press the upper half of the button to move to the previous day or the lower half to move to the next day.
  • Page 27 To schedule an untimed event: 1. Select the date that you want for the event as described in the previous section, “To schedule an event for another day.” 2. Tap New to open the Set Time dialog. 3. Tap OK, so that no start or end times are defined for the new event. Note: You can also create a new untimed event by making sure no event is selected, and then writing letters in the Graffiti...

  • Page 28: Rescheduling An Event

    Rescheduling an Event You can easily make changes to your schedule with your Palm III organizer. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap the Details button to open the Event Details dialog for that event.

  • Page 29: Scheduling Repeating Events

    5 minutes, the alarm reminder appears at 11:55 PM on the night of February 3rd. The reminder remains on the screen until you turn on your Palm III organizer and tap the OK button to dismiss it. Scheduling Repeating Events The Repeat function enables you to schedule events that recur at regular intervals.
  • Page 30 Considerations for the Repeat Function If you change the start date of a repeating event, your Palm III organizer calculates the number of days you have moved the event. Your Palm III organizer then automatically changes the end date to maintain the duration of the repeating event.

  • Page 31: Marking A Private Event

    If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply the change to all occurrences, your Palm III organizer creates a new event. The start date of this new event is the day on which the setting is changed. Past occurrences (prior to the day of the change) are left alone and not changed.

  • Page 32: Changing The Date Book View

    Note: The Week View also shows untimed events and events that are before and after the range of times shown. Page 26 Applications Handbook for the Palm III Organizer Current time displays...
  • Page 33 Previous week 3. Tap any of your events to show a description of the event. If you want to reschedule an event, tap and drag the event to a different time or day. You can tap a blank time on any day to move to that day and have the time selected for a new event.
  • Page 34 Tap the Go to button to open the Date Picker and choose a different month. Page 28 Event conflicts Previous/next month Dashed line indicates daily repeating Dots on right side indicate events Dot below date indicates untimed events Applications Handbook for the Palm III Organizer...

  • Page 35: Date Book Menu Commands

    When the Month View is on the screen, you can use the scroll button on the front panel of the Palm III organizer to move between months. Press the upper half of the button to display the previous month, or press the lower half to display the next month.
  • Page 36 Note attached to the event. Tap the OK button to delete the Note from the memory of your Palm III organizer, or tap the Cancel button to close the alert dialog and return to the Date Book. Purge...
  • Page 37 Opens the Select Font dialog where you can choose a different font (text) style for your Date Book entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Preferences Enables you to set the range of times that appear in the Date Book, and to automatically activate alarms for each event.
  • Page 38 Allows you to change the Date Book’s appearance and which events display. Phone Lookup Activates the Phone Lookup feature. See “Using Phone Lookup” in the Basic Handbook for the Palm III Organizer. About Date Shows version (revision) information for the Date Book Book application.

  • Page 39: Chapter 4: Expense

    Log miles traveled for a particular date or expense category. Sort your expenses by date or expense type. Transfer your expense information to a Microsoft spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included with the Palm III package.) To open Expense: 1. Tap the icon to open the Applications Launcher.
  • Page 40 3. Tap the Expense Type pick list and select a type from the list. Note: As soon as you select an expense type, your Palm III organizer saves your entry. If you do not select an expense type, it does not save the entry.

  • Page 41: Entering Receipt Details

    Changing the Expense Item Date Initially, expense items appear with the date you enter them on your Palm III organizer. You can use the Expense application to change the date associated with any expense item. To change the date of an expense item: 1.
  • Page 42 Category. An expense item remains in the default category until you change it. Your Palm III organizer provides two sample categories, New York and Paris, to show how you might sort your expenses according to different business trips.
  • Page 43 Address Book. The Lookup button’s function is similar to the Phone Lookup feature described in “Using Phone Lookup” in the Basic Handbook for the Palm III Organizer. 4. Tap the OK button to close the Receipt Details dialog and activate your selections.

  • Page 44: Show Options

    The Show Options define the sort order and other settings that relate to your expense items. To open the Show Options dialog: 1. Tap the Show button in the Expense List to open the Show Options dialog. Page 38 Tap Edit currencies Applications Handbook for the Palm III Organizer...

  • Page 45: Transferring Your Data To Microsoft Excel

    Microsoft Excel is not included with the Palm III organizer package. The procedures in this section also assume that you have installed the Palm Desktop software. See “Installing Palm Desktop Software” in the Basic Handbook for the Palm III Organizer for more information. Chapter 4...
  • Page 46 Printing an Expense Report Palm Desktop makes it quick and easy to print your Expense data. To print your expense report: 1. Perform a HotSync to your computer and make it available to Palm Desktop. See the “HotSync” chapter for details.
  • Page 47 1. Perform a HotSync operation to transfer your latest Expense data to your computer and make it available to Palm Desktop. 2. Click the Expense button in Palm Desktop to open Microsoft Excel and the Expense Report configuration dialog. Note:...
  • Page 48 — up to the date of the last HotSync operation. 5. Click the Create button to display a Microsoft Excel spreadsheet containing your Expense data. Page 42 Applications Handbook for the Palm III Organizer Click to select Categories...
  • Page 49 Using Expense Report Templates Palm Desktop software comes with several expense report templates. When you use one of these templates, you can edit your Expense data in Microsoft Excel. If you want to streamline or customize your expense reports, you can change these templates.

  • Page 50: Expense Menu Commands

    This section explains the menu commands that are specific to the Expense application. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications.
  • Page 51 Options Menu When you select the Options menu, its commands appear on screen. Preferences Activates the Preferences dialog, which is used to activate the automatic fill feature and to set the default currency symbol. Custom Enables you to define additional currency Currencies symbols for the Expense application.
  • Page 52 If you want to use your custom currency symbol only for particular expense items, choose the symbol in the Receipt Details dialog associated with those items. Page 46 Tap a Country button Applications Handbook for the Palm III Organizer...

  • Page 53: Chapter 5: Hotsync

    With HotSync technology you can: Synchronize the Date Book, Address Book, To Do List, Memo Pad and Expense entries on your Palm III organizer with the entries on your computer, and vice versa. Manage individual or multiple 3Com connected organizers with a centralized computer.

  • Page 54: Performing A Hotsync Operation For The First Time

    3. Click Local from the HotSync Manager menu to indicate that you are using the cradle to synchronize. 4. Turn on the Palm III organizer and slide it into the cradle. Page 48 Applications Handbook for the Palm III Organizer...
  • Page 55 Palm III organizer cradle to open the New User dialog. 6. Enter a user name for your Palm III organizer and click the OK button to open the HotSync Progress dialog and start the synchronization process.

  • Page 56: Conducting A Local Hotsync Operation

    7. Wait for Palm Desktop to display a message indicating that the process is complete. Conducting a Local HotSync Operation After you complete the first HotSync operation, the HotSync process is even faster and easier! To conduct a local HotSync operation: 1.
  • Page 57 If you’re not sure which option to use, keep the Always available default setting. 4. Click the Local tab to display the settings for the connection between your computer and the Palm III organizer cradle, and adjust the following options as needed. Chapter 5...
  • Page 58 Handbook for the Palm III Organizer. Determines the speed at which data is transferred between your Palm III organizer and Palm Desktop. We suggest you try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows the Palm Desktop and Palm III organizer to find and use the fastest speed.
  • Page 59 We suggest you try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows the Palm Desktop and Palm III organizer to find and use the fastest speed. Identifies the modem type or manufacturer.

  • Page 60: Customizing Hotsync Application Settings

    These options are called a “conduit.” By default, Palm Desktop synchronizes all files between the Palm III organizer and the Palm Desktop. In general, you should leave the settings to synchronize all files. The only reason you...

  • Page 61: Conducting A Hotsync Operation Via Modem

    8. Click the OK button to close the Change HotSync Action dialog and activate your settings. Conducting a HotSync Operation via Modem You can use a modem to synchronize your Palm III organizer when you are away from your computer. Note: You must conduct an initial local HotSync operation using the Palm III organizer cradle before you perform a modem HotSync operation.
  • Page 62 Modem from the HotSync Manager menu. Preparing Your Palm III Organizer for a Modem HotSync Operation There are a few steps you must perform to prepare your Palm III organizer for a modem HotSync. To prepare your Palm III organizer for a modem HotSync operation: 1.
  • Page 63 You can enter a comma in the field to introduce a “pause” in the dialing sequence. 6. If the phone line you’re using for the Palm III organizer has “Call Waiting,” select the Disable call waiting check box to avoid an interruption during the modem HotSync operation.
  • Page 64 Connect one end of the special modem cable to the serial connector on the Palm III organizer and the other end to the external modem. Do not attempt to use other kinds of cables, even if they appear to be similar.

  • Page 65: Conducting Hotsync Operation Via A Network

    HotSync Manager is running). The Network HotSync software is an optional component that you can download from the Palm website (http://www.palm.com). The files that you download also include a setup program and documentation for this feature.
  • Page 66 Profiles dialog. 6. Repeat steps 3 and 4 for each Profile that you want to create, then click the OK button to close the Profiles dialog and return to Palm Desktop. 7. Select the Profile from the User list and create the data for the Profile (e.g., company phone list, etc.).

  • Page 67: Using File Link

    With File Link you can synchronize with data stored in any of the following formats: Comma-separated (*.csv) Memo Pad archive (*.mpa) Address Book archive (*.aba) Text (*.txt) For information on how to set up a File Link, see the Palm Desktop Software online Help. Chapter 5 Page 61...
  • Page 68 Page 62 Applications Handbook for the Palm III Organizer...

  • Page 69: Chapter 6: Mail

    ® mail application — so you never have to delete messages twice. Similarly, if you read a message on your Palm III organizer and leave it in your inbox, your next HotSync operation marks it as read on your desktop e-mail.
  • Page 70 2. Point to Programs, point to Palm Desktop, and then click Palm Mail Setup to start the setup procedure. 3. Follow the instructions on the screen to set up your Palm III organizer for use with your desktop e-mail application.
  • Page 71 Synchronizes the mail on your Palm III the files organizer and your desktop e-mail application. Desktop Replaces the mail on your Palm III organizer overwrites with the mail in your desktop e-mail handheld application. You should use this option only if, for some reason, the two inboxes get out of sync.

  • Page 72: Synchronizing Mail With Your E-Mail Application

    HotSync operation to synchronize Mail with your desktop e-mail application. For a complete explanation of how to use the HotSync feature, see the “HotSync” chapter. Opening Mail on your Palm III organizer 1. Tap the icon to open the Applications Launcher.
  • Page 73 Message List. Message Fonts You can modify the way messages appear by changing the font (text) style. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Displaying Full Header Information By default, Mail displays abbreviated header information. The abbreviated header displays only the From and Subject fields.

  • Page 74: Creating Messages

    Creating Messages You create messages with your Palm III organizer the same way you create messages with your desktop e-mail application: you identify the recipient(s) of the message, define a subject and create the body of the message. You create original messages and replies in the New Message screen.
  • Page 75 Note: Enter the address as if you are entering it from your desktop e-mail application. For example, network users sending a message to a user on the same network do not need to add Internet information, such as @3com.com. 3. To send a carbon copy of this message to additional recipients, tap in the CC field, then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space.

  • Page 76: Looking Up An Address

    2. Enter a few letters of the address you want to find. 3. Tap the Lookup button. 4. If the letters you enter identify a unique listing from your Address Book, your Palm III organizer completes the address for you. If not, the Lookup dialog appears. Note:...
  • Page 77 Tap here 5. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an additional letter, the list scrolls to the first entry that starts with those two letters.

  • Page 78: Adding Message Details

    These features are dependent on the desktop e-mail application you use. If your e-mail application does not support the message detail you select, your Palm III organizer cannot attach that attribute to your message. The following message details are available: Priority Flags a message as high, normal or low priority.
  • Page 79 2. Tap the Priority pick list and select the priority you want. 3. Tap the OK button to confirm your selection and return to the New Message screen. Note: Your Palm III organizer can flag messages with a specific priority only if your desktop e-mail application supports this feature.
  • Page 80 3. Tap the OK button to confirm your selection and return to the New Message screen. Note: The signature block does not display in your message; only your recipient sees the signature block. Page 74 Add signature text here Applications Handbook for the Palm III Organizer...

  • Page 81: Sending Messages

    Sending Messages When you send messages from your Palm III organizer, it stores them in the Outbox folder until the next time you synchronize your Palm III organizer with your computer. During synchronization, all messages stored in the Outbox folder are transferred to the Outbox folder in your desktop e-mail application.

  • Page 82: Editing An Unsent Message

    You can edit or make changes to a message that has not yet been sent, as long as you have not yet performed a HotSync operation. When you edit a message, your Palm III organizer removes the message from the Outbox folder and takes you back to the New Message screen, where you can edit the message and resend it, save it as a draft or cancel it.

  • Page 83: Draft Messages

    When you cancel a message, Palm III organizer opens a dialog asking if you want to save the message. If you tap the Yes button, your Palm III organizer saves a draft of your message.

  • Page 84: Filing A Message

    Filing a Message Your Palm III organizer can store any message 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. However, your Palm III organizer does store a back-up copy of the Filed folder on your computer hard drive.
  • Page 85 Note: After you display and modify the message, you can send it or save it as a draft. Purging Deleted Messages Because your Palm III organizer stores deleted messages in the Deleted folder until you perform a HotSync operation, deleted messages can monopolize storage space. To avoid or correct this problem, you can purge the contents of your Deleted folder.

  • Page 86: Message List Options

    See “Creating Special Filters” later in this chapter for details. Outbox Contains the mail you created and sent on the Palm III organizer since the last HotSync operation. Deleted Contains the messages you deleted since the last HotSync operation.
  • Page 87 2. Select the Show Date check box to show the Date Column. 3. Tap OK to close the Show Options dialog and return to the Message List. Sorting the Message List You can sort the Message List by the date it was sent, by the sender or by the subject.

  • Page 88: Hotsync Options

    HotSync Options enable you manage your e-mail more effectively by selecting which messages download when you synchronize your computer and your Palm III organizer. You can define different settings for local and remote synchronization. For example, you may want to download all of your messages during local synchronization and only urgent messages during remote synchronization.
  • Page 89 During synchronization, all of the messages in your desktop e-mail Inbox synchronize with your Palm III organizer and all messages in your Palm III organizer Outbox are sent to your desktop e- mail application. Send Only During synchronization, only the messages in...

  • Page 90: Creating Special Filters

    To create a special filter, you must decide whether you want to ignore or retrieve certain messages. Then, based on that decision, you must tell your Palm III organizer what it needs to look for in the To, From, and Subject header fields to single out those messages.
  • Page 91 Ignore Tells your Palm III organizer to exclude the Messages messages that meet the defined criteria and Containing download all other messages during synchronization. In general, this filter downloads more mail during synchronization because it blocks only one defined subset of mail.

  • Page 92: Defining Filter Strings

    Messages are filtered based on the information contained in their To, From and Subject header fields. The information that defines what your Palm III organizer is looking for is called a filter string. You create a filter string by listing the words you want your Palm III organizer to find and separating them with either a comma or a space.
  • Page 93 2. Enter your filter string for the selected header field using commas or spaces to separate the words. Do not add connecting words, 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.

  • Page 94: High-Priority Messages

    Truncate value is 4000 characters. By truncating long messages, you reduce the time it takes to synchronize your desktop e-mail and Palm Mail as well as the amount of storage space e-mail uses on your Palm III organizer. Note: Truncation is separate and independent from filtering.

  • Page 95: Mail Menu Commands

    This section explains the menu commands that are specific to the Mail application. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications.
  • Page 96 Deleted folder. Your Palm III organizer stores deleted messages in the Deleted folder until you perform a HotSync operation. By purging deleted messages, you free up storage space on your Palm III organizer before your next HotSync operation. Note: The Purge Deleted command displays an...
  • Page 97 Preferences Enables you to define a specific string of text as a signature and to select whether or not your Palm III organizer displays an alert when you delete a message. HotSync Opens a dialog, where you can select different...
  • Page 98 Page 92 Applications Handbook for the Palm III Organizer...

  • Page 99: Chapter 7: Memo Pad

    Quickly jot down phone numbers and other types of information. Later, you can copy and paste this information to other applications. To open the Memo Pad: Press the Memo Pad button on the front panel of the Palm III organizer to display the Memo List screen. Chapter 7 technology.

  • Page 100: Working With Memos

    Each time you create a memo, the first line of the memo appears in the Memo List screen. This makes it easy to locate and review your memos. Page 94 Tap New writing area to create a new memo. The first ® Applications Handbook for the Palm III Organizer...

  • Page 101: Arranging Memos

    To review the contents of a memo: 1. Tap the text of the memo that appears in the Memo List screen to display the memo on the screen. 2. Review or edit the text in the memo. 3. Tap the Done button to save your changes to the memo and return to the Memo List screen.

  • Page 102: Marking A Private Memo

    2. In the Memo List screen, tap and drag the memo to a new location in the list. When you lift the stylus from the Palm III organizer screen, the memo appears in its new location. Choosing a Memo Category Categories are used to file individual memos items into groups for easy review.

  • Page 103: Deleting A Memo

    To mark a memo as private: 1. Tap the memo you want to mark as private to display it on the screen. 2. Tap the Details button to open the Memo Details dialog for that memo. 3. Select the Private check box. 4.

  • Page 104: Memo Pad Menu Commands

    The Memo Pad includes menu commands to make it fast and easy to perform common file and editing tasks. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all Palm III organizer applications.
  • Page 105 Opens the Select Font dialog where you can choose a different font (text) style for your Memo Pad entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Go to Top of Moves to the top (first) line of the memo.
  • Page 106 Page 100 Applications Handbook for the Palm III Organizer...

  • Page 107: Chapter 8: Preferences

    Set the current date and time, the auto shut-off interval, and the system, alarm and game sounds. Set the display format for dates, times and numbers. Configure your Palm III organizer for use with a modem. Assign your name, phone number and other owner information to your Palm III organizer.

  • Page 108: Buttons Preferences

    Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the Palm III organizer. For example, if you find that you seldom use the To Do List application and often use the Expense application, you can assign the To Do List button to start the Expense application.
  • Page 109 Activates the backlight feature of the PalmPilot Personal, PalmPilot Professional ™ Edition and Palm III organizer. You can use this setting instead of the power button to turn the backlight on and off. Activates the on-screen keyboard for entering text characters.
  • Page 110 ® The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the Palm III organizer cradle and the HotSync button on the optional PalmPilot Modem. Any changes that you make in the HotSync Buttons dialog become effective immediately;...

  • Page 111: Digitizer Preferences

    The Digitizer Preferences screen activates the digitizer calibration screen. This is the same screen that appears when you start your Palm III organizer for the first time. A complete description of how to use the digitizer calibration screen appears in the “Calibrating the Screen”...

  • Page 112: General Preferences

    Time, Date, Week Start and Numbers Formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your Palm III organizer. To select the Time, Date, Week start and Numbers format: 1.
  • Page 113 4. Tap the AM or PM box to select the time of day. Note: Your Palm III organizer can also display time based on a 24-hour clock. See the “Formats Preferences” section in this chapter.
  • Page 114 Your Palm III organizer has an automatic shutoff feature that turns off the power and backlight after a period of inactivity. This feature helps conserve battery power in case you forget to turn off your Palm III organizer. If you find that your Palm III organizer shuts itself off before you finish reviewing the information on the screen, you should increase the time setting of the automatic shutoff feature.

  • Page 115: Modem Preferences

    Modem Preferences The Modem Preferences screen enables you to define the settings for a modem directly connected to the Palm III organizer. These settings are for Palm applications that activate and use a modem. To define the Modem Preferences: 1. Tap the TouchTone or Rotary box in the Modem Preferences screen.

  • Page 116: Network Preferences And Palm Tcp/Ip Software

    Network Preferences screen or by using a third-party application. Note: Palm TCP/IP provides the ability to connect to your ISP or dial-in server, however, it does not come with any applications to view the transmitted data. Visit the Palm website (http://www.palm.com) for information on third-...
  • Page 117 To select a service: 1. Tap the Service pick list in the Network Preference screen to display a listing of all the predefined service templates. 2. Tap the service you want to use. Entering a User Name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server.
  • Page 118 The Password field identifies the password you use to log into your server or ISP. Your entry in this field determines whether your Palm III organizer prompts you to enter a password each time you log into your network. If you do not enter a password, your Palm III organizer displays the word “Prompt”...
  • Page 119 Adding Telephone Settings When you select the Phone field, your Palm III organizer opens a dialog where you define the telephone number you use to connect with your ISP or dial-in server. In addition, you use this dialog to define a prefix, disable Call Waiting and give special instructions for using a calling card.
  • Page 120 1. Select the Disable call waiting check box to activate this feature. Select this box if you need to disable Call Waiting Page 114 Applications Handbook for the Palm III Organizer Enter your prefix here Enter your disable code here...
  • Page 121 2. Enter the code to disable Call Waiting on the Disable call waiting line. Note: Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you. 3. Tap OK to confirm your selection and return to the Network Preferences screen.
  • Page 122 Scroll button. To close a connection: Tap the Disconnect button in the Network Preferences screen to terminate the connection between your Palm III organizer and your service. Creating Additional Service Templates You can create additional service templates from scratch or by duplicating existing templates and editing information.
  • Page 123 Internet Service Provider or your System Administrator for the correct connection type. Idle Timeout The Idle Timeout setting defines how long your Palm III organizer waits before dropping the connection with your ISP or dial-in server when you switch out of a TCP/IP application.
  • Page 124 Your Palm III organizer waits three minutes for you to open another application before it drops the connection. Your Palm III organizer keeps your PPP or SLIP connection until you power off your Palm III organizer (or until it times out).
  • Page 125 To enter a primary and secondary DNS: 1. Select the Query DNS check box. 2. Tap the space to the left of the first period in the Primary DNS field, then enter the first section of the IP address. Note: Each section must be a number from 0 to 255.
  • Page 126 To create a login script: 1. Tap the Script button in the Details dialog to open the Login Script dialog. 2. Tap the End pick list to open the Command list. Page 120 Tap here Applications Handbook for the Palm III Organizer...
  • Page 127 The following commands are available: Wait For Tells your Palm III organizer to wait for specific characters from the TCP/IP server before executing the next command. Send Transmits specific characters to the TCP/ IP server to which you are connecting.
  • Page 128 This section explains the menu commands that are specific to the Palm TCP/IP application. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications.
  • Page 129 TCP/IP Troubleshooting If you are having a problem establishing a network connection using Palm 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.

  • Page 130: Owner Preferences

    Palm III organizer. If you use the Security application to turn off and lock your Palm III organizer with a password, information that you put in the Owner Preferences displays the next time you turn on your Palm III organizer.

  • Page 131: Shortcuts Preferences

    You can create a ShortCut for any words, letters or numbers. All ShortCuts you create appear on the list in the ShortCut Preferences screen. All the ShortCuts are available in any of your Palm III organizer applications and are backed up on your computer when you perform a HotSync operation.
  • Page 132 1. Tap the ShortCut you want to delete in the ShortCuts Preferences screen. 2. Tap the Delete button to display an alert dialog. 3. Tap the Yes button to confirm that you want to delete your ShortCut. Page 126 Applications Handbook for the Palm III Organizer...

  • Page 133: Chapter 9: Security

    Security application to show them. With a password, you must enter the password to view the private entries. Turn off and lock your Palm III organizer so that it does not operate until you enter the correct password. To open the Security application: 1.

  • Page 134: Assigning A Password

    1. Tap the Password box in the Security screen to open the Password dialog. 2. Enter the password that you want for your Palm III organizer. 3. Tap the OK button to open a confirmation dialog. 4. Enter the same password a second time, and tap the OK button to assign that password to your Palm III organizer.

  • Page 135: Hiding Private Entries

    You can hide the entries that you mark as private. If you assign a password, you must enter it to show entries you mark as private. Note that your Palm III organizer merely hides the entries; it does not delete them.

  • Page 136: Showing Private Entries

    Private entries in your Palm III organizer applications. Locking Your Palm III Organizer You can also lock your Palm III organizer, so that you need to enter your password to operate it. Important: If you lock your Palm III organizer as described in the following procedure, you need to enter the exact password to re-activate your Palm III organizer.

  • Page 137: Changing Or Deleting A Password

    3. Tap the Turn Off & Lock Device button in the Security screen to open the System Lockout dialog. 4. Tap the Off & Lock button to turn off the power for your Palm III organizer. 5. Start your Palm III organizer and enter the password.

  • Page 138: Recovering From A Forgotten Password

    Recovering from a Forgotten Password If you forget your password, you can delete the password from your Palm III organizer. Deleting a forgotten password also deletes all entries and files marked as Private. Important: If you synchronize with your computer before deleting a...

  • Page 139: Chapter 10: To Do List

    Attach notes to individual To Do items for a description or clarification of the task. Opening the To Do List Press the To Do List button on the front panel of the Palm III connected organizer to display the To Do List screen. Chapter 10 To Do button ™...

  • Page 140: Working With To Do Items

    Working With To Do Items A To Do item is a reminder of some task that you have to complete. Your Palm III organizer gives you control over the appearance, level of detail and the sort order of To Do items.
  • Page 141 To set a Priority level for a To Do item: 1. Tap the Priority number on the left side of the To Do item to open the Priority pick list. 2. Tap the Priority number that you want to set for the To Do item (1 is most important and 5 is least important).

  • Page 142: To Do Item Details

    You can assign and edit categories by using the Categories pick list in the Details dialog (see “Using Categories” in the Basic Handbook for the Palm III Organizer for a complete description of categories). Setting a Due Date You can associate a due date with any To Do List item.

  • Page 143: Deleting A To Do Item

    2. Tap the Due Date that you want to assign the To Do item. The following choices are available: Today Tomorrow One week later No Date Choose date 3. Tap the OK button to confirm your selection and close the To Do Details dialog.

  • Page 144: To Do Show Options

    To Do List. When this setting is active, To Do items that are not yet due do not appear in the list until their due date. Applications Handbook for the Palm III Organizer...

  • Page 145: To Do List Menu Commands

    To Do List Menu Commands The To Do List includes menu commands to perform common file and editing tasks. See “Using Menus” in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all Palm III organizer applications.
  • Page 146 Do item before you can delete its note. Tap the Yes button to delete the Note from the memory of your Palm III organizer, or tap the No button to close the alert dialog and return to the To Do List.
  • Page 147 Displays the Select Font dialog where you can choose a different font (text) style for your Address Book entries. See “Choosing Fonts” in the Basic Handbook for the Palm III Organizer for details. Phone Lookup Activates the Phone Lookup feature, which is described in “Using Phone Lookup”...
  • Page 148 Page 142 Applications Handbook for the Palm III Organizer...

  • Page 149: Expense Templates

    Appendix A Expense Templates This appendix provides illustrations of the four expense templates that come with the Palm Desktop software. You may use or modify ™ any of these templates when creating expense reports with data from the Expense application.
  • Page 150 Sample 2 Page 144 Applications Handbook for the Palm III Organizer...
  • Page 151 Sample 3 Appendix A Page 145...
  • Page 152 Sample 4 Page 146 Applications Handbook for the Palm III Organizer...

  • Page 153: Appendix B: Creating A Custom Expense Report

    Expense application is designed to move Expense data from your Palm III spreadsheet. Each Expense item stored in your Palm III organizer represents a group of related data. The following data can be associated with an expense item:...

  • Page 154: Customizing Existing Sample Templates

    Maptable.xls file — provided that the expense type corresponds to your Palm III organizer data. For example, you can change “Snack” to “Munchies” — and then all items entered on your Palm III organizer as “Snack” will map to the cell(s) labeled “Munchies.” Page 148...

  • Page 155: Determining The Layout Of The Expense Report

    4. Choose Save As from the File menu to open the Save As dialog. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Templates folder (in the Palm Desktop directory). Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt).

  • Page 156: Analyzing Your Custom Expense Report

    However, before you can create a Maptable.xls file that corresponds to your custom Expense Report, you must first analyze the characteristics of your report. Page 150 Applications Handbook for the Palm III Organizer Section 1 (not prepaid) Section 2...

  • Page 157: Programming The Mapping Table

    Fixed or Variable Label for columns. Place a copy of your custom Expense Report in the Templates folder (in the Palm Desktop directory). Change the file name so it has the file extension .xlt (which defines it as a Microsoft Excel Template).
  • Page 158 Expense Report template. 8. Define the number of Sections. Each row in a table defines how your Palm III organizer data will be placed in a Section of your custom Expense Report. Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes, even though it is not a separate section in your template.
  • Page 159 Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your Palm III organizer data will be placed. # of Represents the total number of columns in the Columns Section, excluding any header or total columns.
  • Page 160 Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all appear in the same column. Page 154 Applications Handbook for the Palm III Organizer...
  • Page 161 13. Enter the row or column numbers for the expense types that appear in the Section. These settings appear in the aqua columns (20–48). For these settings, simply enter the row or column number for the expense types that you want to appear in the Section. Note that the same row or column number can be used more than once.

  • Page 162: Using Applications Other Than Microsoft Excel

    2-3 or Quattro Pro) to open and manipulate the Expense data on your computer. The data file is named “Expense.txt,” and is stored in the Expense folder, within the folder containing the Palm III organizer user data. Expense data in the Expense.txt file is in tab-delimited format.

  • Page 163: Appendix C: Non-Ascii Characters For Login Scripts

    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.

  • Page 164: Literal Characters

    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 158 Applications Handbook for the Palm III Organizer...

  • Page 165: Index

    Index Adding Address Book entries 2 Date Book entries 18 Expense entries 33 To Do items 134 Address mail message 70 Address Book beaming 8 business card 8 categories 6 creating entry 2 deleting entries 4 editing entry 4 entry details 7 features 1 list by company 7 lookup entries 5...
  • Page 166 28 date 20 Date Book scheduling 18 deleting 25 in week view 27 private 25 repeat 23 setting alarm 22 start and duration 18 untimed 18, 21 Expense attendees 37 categories 36 Applications Handbook for the Palm III Organizer...
  • Page 167 creating item 33 currency list 38 custom currency 45 custom report 147 default currency 45 details 35 features 33 item currency 36 item date 35 menu commands 44 opening 33 receipt details 35 show options 38 spreadsheet 41 templates 43, 143 type 36 vendor 37 viewing data 39...
  • Page 168 72, 74 sorting 81 truncating 88 Modem HotSync 55 Modem Preferences 109 Month Date Book view 28 Network connecting 116 connection type 117 idle timeout 117 login script 120 menu commands 122 Applications Handbook for the Palm III Organizer...
  • Page 169 108 Password assigning 128 changing 131 deleting 131 Index for network 112 forgotten password 132 locking Palm III 130 with owner preferences 124 Payment Expense item 36 preferences 102 Phone Numbers choosing type 6 Phone Settings 113 call waiting 114...
  • Page 170 139 creating item 134 deleting items 137 features 133 item details 136 item due date 136 item priority 134 menu commands 139 opening 133 show due items 138 show options 138 Truncate 88 Applications Handbook for the Palm III Organizer...
  • Page 171 Untimed Events 18, 21 User Name for ISP 111 User Profile 59 Vendor 37 Week Date Book view 26 Index Page 165...

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