Palm V Handbook
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Palm V Handbook

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Summary of Contents for Palm V

  • Page 1 Handbook for the Palm V ™ Handheld...
  • Page 2 Palm, Inc. or its subsidiaries in one or more countries. The HotSync logo, Palm III, Palm V, and the Palm V logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respec- tive owners.

  • Page 3: Table Of Contents

    Opening applications ..............17 Using menus ..................18 Four ways to enter data ..............21 Customizing your handheld..............24 ™ Chapter 2: Entering Data in Your Palm V Handheld Using Graffiti writing to enter data ..........27 Writing Graffiti characters .............27 Graffiti tips ..................29 The Graffiti alphabet ...............30 Writing capital letters ..............31...
  • Page 4 Making records private ..............70 Attaching notes ................72 Choosing fonts ................73 Application-specific tasks..............74 Date Book ..................74 Address Book .................. 88 To Do List ..................93 Memo Pad ..................98 Page iv Handbook for the Palm V™ Handheld...
  • Page 5 Performing a HotSync operation via a modem ......157 Conducting a HotSync operation via a network ......158 Connecting to your company’s dial-in server ......158 Performing a network HotSync operation ........161 Using File Link...................161 Creating a user profile ..............162 Contents Page v...
  • Page 6 Deleting a ShortCut ..............191 Appendix A: Maintaining Your Handheld Caring for your handheld..............193 Battery considerations..............194 Resetting your handheld ..............195 Performing a soft reset ..............195 Performing a hard reset ............... 196 Page vi Handbook for the Palm V™ Handheld...
  • Page 7 Appendix B: Frequently Asked Questions Software installation problems............200 Operating problems ................201 Tapping and writing problems ............202 Application problems ...............203 HotSync problems ................204 Beaming problems................210 Recharging problems ................210 Password problems................211 Technical support ................212 Appendix C: Creating a Custom Expense Report About mapping tables ..............213 Customizing existing sample templates ........214 Determining the layout of the Expense Report......215 Labels ....................215...
  • Page 8 Page viii Handbook for the Palm V™ Handheld...

  • Page 9: About This Book

    Welcome to the Palm V™ handheld. This handbook 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 Palm V handheld and the applications that come with it.
  • Page 10 Page 2 About This Book...

  • Page 11: Chapter 1: Introduction To Your Palm

    Palm V Handheld ™ This chapter explains the physical buttons and controls on your Palm V™ handheld, how to use your handheld for the first time, and ® how to use HotSync technology to synchronize your handheld and Palm™ Desktop organizer software.

  • Page 12: System Requirements

    Palm Desktop software that comes with your new Palm V handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use...
  • Page 13 3. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy the folder and all its contents, rename it (for example, Palm Backup), and store the copy outside the Palm Desktop software folder.

  • Page 14: Palm V Components

    See “Using the onscreen contrast control” later in this chapter for more information. Page 6 Introduction to Your Palm V™ Handheld...
  • Page 15 Power Turns your handheld on or off and controls the button/ backlight feature. Backlight If your handheld is turned off, pressing the power control button turns the handheld on and returns you to the last screen you viewed. Press the power button to turn the handheld off.
  • Page 16 To change the contrast in larger increments, drag the slider to the left or right. Tip: You can also press the scroll button to move the slider incrementally. 3. Tap Done. Page 8 Introduction to Your Palm V™ Handheld...
  • Page 17 Uses infrared technology to transmit data to and IR port receive data from other Palm OS handhelds, and to perform HotSync operations. See “Beaming information” in Chapter 5 and “IR HotSync operations”...
  • Page 18 AC adapter to the wall current. This allows you to recharge your Palm V handheld as well as update the information between your handheld and computer using HotSync technology.

  • Page 19: Recharging The Battery

    AC adapter Recharging the battery The Palm V handheld contains a Lithium-ion battery that is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for four hours for an initial charge before you use it.

  • Page 20: Palm Desktop Organizer Software

    It is a good idea to back up your data in case something happens to the data on your handheld. Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize.
  • Page 21 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. To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing: Turn off your computer and connect the cradle to it.

  • Page 22: Using Your Handheld With Another Pim

    Using your handheld with another PIM If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your handheld and your PIM.

  • Page 23: Tapping And Typing

    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 handheld, setup instructions appear on the screen.

  • Page 24: Elements Of The Handheld Interface

    If a check box is checked, tapping it removes the check mark. Pick list Tap the arrow to display a list of choices, and then tap an item in the list to select it. Page 16 Introduction to Your Palm V™ Handheld...

  • Page 25: Opening Applications

    Scroll Previous/ next arrows 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.

  • Page 26: Using Menus

    The menus of each application are illustrated in the section on that application in Chapter 4. The Edit menu is described in “Editing records” in Chapter 4. Page 18 Introduction to Your Palm V™ Handheld...
  • Page 27 To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: Tap the Menu icon Tap on the inverted title area at the top of the screen. Tap the title area Tap the Menu icon In this example, three menus are available: Record, Edit, and Options.
  • Page 28 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. Page 20 Introduction to Your Palm V™ Handheld...

  • Page 29: Four Ways To Enter Data

    Four ways to enter data There are three ways to enter data into your handheld: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard Onscreen keyboard...
  • Page 30 Write letters here Write numbers here Division marks The Palm Desktop software CD-ROM 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.
  • Page 31 If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld.

  • Page 32: Customizing Your Handheld

    Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm handheld. When you import data, you transfer the records to your handheld without having to enter them manually.
  • Page 33 To set the current time: 1. Tap the Set Time box. Tap here 2. Tap the up or down arrows to change the hour. 3. Tap each number of the minute, and then tap the arrows to change them. 4. Tap AM or PM. Note: Your handheld can also display time based on a 24-hour clock.
  • Page 34 Page 26 Introduction to Your Palm V™ Handheld...

  • Page 35: Chapter 2: Entering Data In Your Palm

    Entering Data in Your Palm V Handheld ™ This chapter explains how to enter data into your Palm V™ handheld ® by writing with the stylus in the Graffiti writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 36 As you’ll see later, you use the same shape to create both the uppercase and lowercase version of a letter. 3. Position the stylus in the left-hand side of the Graffiti writing area. Page 28 Entering Data in Your Palm V™ Handheld...

  • Page 37: Graffiti Tips

    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.

  • Page 38: The Graffiti Alphabet

    ® The Graffiti alphabet Letter Strokes Letter Strokes Space Back Space tap twice Carriage Period Return Page 30 Entering Data in Your Palm V™ Handheld...

  • Page 39: Writing Capital Letters

    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.

  • Page 40: Graffiti Numbers

    Punctuation shift Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 32 Entering Data in Your Palm V™ Handheld...

  • Page 41: Additional Graffiti Punctuation

    Symbol Stroke Symbol Stroke Period Dash — Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Additional Graffiti punctuation & * < > — " Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift...

  • Page 42: Writing Accented Characters

    Additional non-English characters You can write the following characters without any special punctuation or shifting: Note: You must write these non-English characters in the left side of the Graffiti writing area. Page 34 Entering Data in Your Palm V™ Handheld...

  • Page 43: Navigation Strokes

    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 Book only) Next Field (Address Book only) Open Address Record (Address Book only)

  • Page 44: Using The Onscreen Keyboard

    You can switch among the three dialogs at any time to enter the exact text you need. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record. Page 36 Entering Data in Your Palm V™ Handheld...

  • Page 45: Using Your Computer Keyboard

    All the main applications on your handheld are also available in Palm Desktop software and in most PIMs, so you don’t need to learn different applications. Refer to Palm Desktop online Help for more information on entering data on your computer.
  • Page 46 4. From the File menu, choose Import. 5. Select the file you want to import. 6. Click Open. 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right.

  • Page 47: Chapter 3: Managing Your Applications

    Managing Your Applications This chapter explains how to switch between applications on your Palm V™ handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.

  • Page 48: Changing The Applications Launcher Display

    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.

  • Page 49: Choosing Preferences

    To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1.

  • Page 50: Installing And Removing Applications

    RAM memory; you can delete them at any time. To install add-on software on your handheld: 1. On your computer, copy or download the application you want to install into the add-on folder in your Palm Desktop directory on your computer. Note: If the software you download is compressed, you need to decompress it into this folder.
  • Page 51 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC, PDB, or PNC file extension. Chapter 3 Page 43...

  • Page 52: Installing Games

    4. In the User drop-down list, select the name that corresponds to your handheld. 5. Click Add. 6. Select the application(s) that you want to install on your handheld. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box.

  • Page 53: Removing Applications

    6. Tap Yes. 7. Tap Done. Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. To remove Palm Desktop software: 1. From the Windows Start menu, choose Settings, and then Control Panel.

  • Page 54: Security

    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: Lock and turn off your handheld so that it does not operate until you enter the correct password.

  • Page 55: Changing Or Deleting A Password

    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.

  • Page 56: Recovering From A Forgotten Password

    To lock your handheld with a password: 1. Perform a HotSync operation to synchronize the data between your handheld and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data. 2. Assign a password. 3.

  • Page 57: Chapter 4: Using Your Basic Applications

    Chapter 4 Using Your Basic Applications Your Palm V™ handheld includes these basic applications: Date Book Address Book To Do List Memo Pad Calculator Expense This chapter is divided into three sections: “Overview of basic applications” briefly describes each application and explains how to open it.

  • Page 58: Overview Of Basic Applications

    Overview of basic applications 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.

  • Page 59: Address Book

    Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.

  • Page 60: To Do List

    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.

  • Page 61: Memo Pad

    In Memo Pad, you can do the following: Take notes or write any kind of message on your handheld. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop ® software and HotSync technology.

  • Page 62: Expense

    Sort your expenses by date or expense type. Transfer your expense information to a Microsoft Excel spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included in the Palm V handheld package.) To open Expense: 1. Tap the Applications icon 2.

  • Page 63: Common Tasks

    Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, or Expense item.
  • Page 64 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.

  • Page 65: Deleting Records

    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. If you don’t want to save a copy, tap the check box to remove the check.

  • Page 66: Purging Records

    Note: Purging does not happen automatically. You must tap the command to make it happen. Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop Page 58 Using Your Basic Applications...
  • Page 67 Indirect methods include using a Palm V™ Modem, or via a network using the network HotSync technology. See Chapter 6 for information about performing HotSync operations via a modem, network, or IR port.
  • Page 68 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager. ™ on the cradle.

  • Page 69: Categorizing Records

    Categorizing records Categorize records in the Address Book, 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.) When you create a record, your handheld automatically places it in the category that is currently displayed.
  • Page 70 5. Select the category for the record. 6. Tap OK. Note: In Address Edit and Memo you can tap the category name in the upper-right corner of the screen and select a new category for the item. To display a category of records: 1.
  • Page 71 To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5.

  • Page 72: Finding Records

    To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 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.
  • Page 73 Looking up Address Book records When working with Address Book, the scroll button on the front panel of the handheld 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 records.
  • Page 74 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.
  • Page 75 To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, Memo Pad, or Mail. 2. Tap the Menu icon 3. Tap Options, and then tap Phone Lookup. 4.
  • Page 76 Looking up names to add to expense records In Expense, Lookup displays the names in your Address Book 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.

  • Page 77: Sorting Lists Of Records

    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 Book, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See “Categorizing records”...

  • Page 78: Making Records Private

    Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld. Making records private In all basic applications except Expense and Mail, you can make individual records private.
  • Page 79 To mask all private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap the Current Privacy pick list and select Mask Records. Tap Mask Records 4. Tap OK to confirm that you want to mask private records. To display private records: 1.

  • Page 80: Attaching Notes

    3. Tap the Private check box to select it. 4. 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, you can attach a note with directions to the location.

  • Page 81: Choosing Fonts

    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. Small font Large font Bold font To change the font style: 1.

  • Page 82: Application-Specific Tasks

    Application-specific tasks 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.
  • Page 83 3. If the event is one hour long, skip to step 5. 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...
  • Page 84 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: If an event has the same start and end time, the time is only displayed once.
  • Page 85 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap No Time, so that no start or end times are defined for the new event.
  • Page 86 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.
  • Page 87 7. When the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze.
  • Page 88 To schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day.
  • Page 89 4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event.
  • Page 90 Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through Day, Week, Month, and Agenda views: Press the Date Book application button repeatedly to display the next view.
  • Page 91 Previous Next week 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 Keep the following points in mind. Tips for using Week View: To reschedule an event, tap and drag the event to a different time or day.
  • Page 92 Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars.
  • Page 93 Tap Go to to open the date selector and select a different month. Use the scroll button on the front panel of your handheld to move between months. Press the upper half of the button to display the previous month, the lower half to display the next month. Working in Agenda View The Agenda view shows you your untimed events, appointments, and To Do items in one screen.
  • Page 94 Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
  • Page 95 Controls how times Compress Day View. 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.

  • Page 96: Address Book

    Creating an Address Book entry A record in Address Book 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.
  • Page 97 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. Note: As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in...
  • Page 98 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. triangle 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry.
  • Page 99 Select which type of phone or other information Show in List appears in the Address list screen. Your options are Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. The identifying letters W, H, F, O, E, M, or P appear next to the record in the Address list, depending on which information is displayed.
  • Page 100 Options menus Address view Address list Preferences Determines how Remember last category. Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category.

  • Page 101: To Do List

    To Do List A To Do List 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 List item: 1. Press the To Do List application button on the front of your handheld to display the To Do List.
  • Page 102 To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List 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 List item You can check off a To Do List item to indicate that you’ve completed it.
  • Page 103 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 List item. You can also sort the items that appear in the list based on their due date.
  • Page 104 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view. To change the Show Options settings: 1. In To Do List, tap Show. 2.
  • Page 105 Show Due Displays the due dates associated with items Dates in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Shows the priority setting for each item. Show Priorities Shows the category for each item.

  • Page 106: Memo Pad

    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.
  • Page 107 To review a memo: 1. In the Memo list, tap the text of the memo. Tap a memo to review 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 book are described here.
  • Page 108 Moves to the top (first) line of the memo. Go to Top of Page Go to Bottom Moves to the bottom (last) line of the memo. of Page Displays the Memo Preferences dialog box, Preferences where you define the sort order for memos. Shows version information for Memo Pad.

  • Page 109: Calculator

    Calculator The Calculator includes several buttons to help you perform calculations. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over.
  • Page 110 3. After you finish reviewing the calculations, tap OK. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.

  • Page 111: Expense

    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.
  • Page 112 Tip: Another 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 of the Expense item. This technique takes advantage of the automatic fill feature.
  • Page 113 3. Select any of the following options: See “Categorizing records” earlier in this Category chapter. Opens a pick list of expense types. Type Lets you choose the payment method used to Payment pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate company-...
  • Page 114 Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: 1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies. Tap Edit currencies 2.
  • Page 115 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.
  • Page 116 Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your handheld, Palm Desktop software enables you to view and print the data with your computer. Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates.
  • Page 117 (if allowed). Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet. To create or print an expense report: 1.
  • Page 118 2. Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box. Note: If you launch Expense from the Start menu instead of Palm Desktop software, you must first choose your handheld user name.
  • Page 119 Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel.
  • Page 120 To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report.
  • Page 121 Options menu Preferences Lets you select an expense Use automatic fill. type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone”...
  • Page 122 Page 114 Using Your Basic Applications...

  • Page 123: Chapter 5: Communicating Using Your Handheld

    Chapter 5 Communicating Using Your Handheld The previous chapter described the features of your Palm V™ handheld that help you stay organized. This chapter describes the features that help you stay connected. Using your handheld, you can read, Managing desktop E-Mail: reply to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk.

  • Page 124: Setting Up Mail On The Desktop

    Setting up Mail on the desktop Before you use Mail for the first time, make sure your desktop E-Mail application is up and running. You must also set up Palm™ Desktop software for use with your desktop E-Mail application. Your handheld supports a number of desktop E-Mail applications, such as Microsoft Exchange (version 4.0 or higher), QUALCOMM...
  • Page 125 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings: Synchronizes the mail on your handheld and...

  • Page 126: Synchronizing Mail With Your E-Mail Application

    Windows system tray. 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6. Click OK.

  • Page 127: Creating E-Mail Items

    To open an e-mail item: Tap an e-mail item to open it. Header mode icons Recipient Sender Subject 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.
  • Page 128 To create an e-mail item: 1. Tap New. Tip: You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop E-Mail application.
  • Page 129 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. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen...

  • Page 130: Looking Up An Address

    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 Book.

  • Page 131: Adding Details To E-Mail Items

    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.
  • Page 132 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. 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.
  • Page 133 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.

  • Page 134: Storing E-Mail To Be Sent Later

    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.

  • Page 135: Draft E-Mail

    To retrieve an e-mail item: 1. In the Message list, tap Outbox from the pick list in the upper-right corner. Tap here to display folder list 2. Tap the e-mail item you want to retrieve. here to select item Tap to edit item 3.

  • Page 136: Filing E-Mail

    To save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner.

  • Page 137: Deleting E-Mail

    To remove e-mail from the Filed folder: 1. In the Message list, tap Filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder.

  • Page 138: Purging Deleted E-Mail

    Purging deleted e-mail Because your handheld stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your Deleted folder. E-mail that you purge is still deleted from your desktop E-Mail application when you perform the next HotSync operation.
  • Page 139 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. Show 2. Tap the Show Date check box to select it. 3.

  • Page 140: Hotsync Options

    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.

  • Page 141: Creating Special Filters

    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.
  • Page 142 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.
  • Page 143 Retrieve Tells your handheld to include only the Only Msgs e-mail items that meet the criteria you Containing 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.
  • Page 144 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.

  • Page 145: Truncating E-Mail Items

    2. Tap the Retrieve All High Priority check box to select it. check 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.

  • Page 146: Mail Menus

    Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book 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.

  • Page 147: Beaming Information

    Your 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 at the top of the handheld, behind the small dark shield.
  • Page 148 Tip: For best results, Palm V handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other Palm OS handhelds may be different.
  • Page 149 4. Tap Yes. Tips on beaming information You can press the Address Book application button for about two seconds to beam your business card. You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 7 for more information. You can use the Graffiti Command stroke /B to beam the current entry.
  • Page 150 Page 142 Communicating Using Your Handheld...

  • Page 151: Chapter 6: Advanced Hotsync ® Operations

    Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm V™ handheld and Palm Desktop software. You can synchronize your data either directly or indirectly. Direct methods include placing your handheld in the cradle attached to your computer, or using infrared communications.
  • Page 152 With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Starts HotSync Manager and monitors Available only when Palm requests automatically when you open Palm Desktop Desktop software.
  • Page 153 Identifies the port that HotSync Manager uses Serial Port to communicate with the cradle. The Palm Desktop installation software automatically detects the port to which you connected the cradle. If necessary, you can change the port selection. Note: Your handheld cannot share this port with an internal modem or other device.

  • Page 154: Customizing Hotsync Application Settings

    In general, you should leave the settings to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your handheld or Palm Desktop software, or to avoid synchronizing a particular type of file because you don’t use it.
  • Page 155 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box.

  • Page 156: Ir Hotsync Operations

    IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS handheld that’s equipped with an IR port, but you can also beam data to a cell phone and any other device that supports the IrCOMM implementation of the IrDA standards.
  • Page 157 3. In the Control Panel, look for the Infrared icon. If the icon is there, your computer is enabled for infrared communication. If it isn’t there, you need to install an infrared driver. Note: If you have an external infrared device attached to your computer, a driver is probably included with the device.
  • Page 158 To check the ports used for infrared communication: 1. In the Windows taskbar, click Start, choose Settings, and then choose Control Panel. 2. Double-click Infrared. 3. Click the Options tab. 4. Select Enable infrared communication. The COM port displayed in the drop-down box is the port where your infrared device is attached.

  • Page 159: Configuring Hotsync Manager For 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. To configure HotSync Manager for infrared communication: 1. Click the HotSync Manager icon in the Windows system tray. 2.

  • Page 160: Performing An Ir Hotsync Operation

    Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 2.

  • Page 161: Conducting A Hotsync Operation Via Modem

    To perform a HotSync operation via modem you need the following: A modem connected to your computer. Palm Desktop software configured for use with the modem. A Palm V™ Modem connected to your handheld. A configuration for the kind of modem connection (Serial to Modem or IrCOMM to Modem) you want to make.
  • Page 162 Determines the speed at which data is Speed transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your handheld to find and use the fastest speed. Modem Identifies the modem type or manufacturer.

  • Page 163: Preparing Your Handheld

    Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap Modem. Tap here 4.

  • Page 164: Selecting The Conduits For A Modem Hotsync Operation

    here Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your computer.

  • Page 165: Performing A Hotsync Operation Via A Modem

    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 complete. If you have any problems conducting a successful HotSync operation, see Appendix B.

  • Page 166: Conducting A Hotsync Operation Via A Network

    You have a remote access account. Everything you need to connect to your company’s dial-in server (network modem) is included with Palm Desktop software and handheld software. You need to activate the feature, however, on both Palm Desktop software and your handheld.
  • Page 167 5. Click OK. 6. Put your handheld in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your handheld. With this information, your handheld can locate your computer when you perform a HotSync operation over the network.
  • Page 168 Tap here Note: See “Network preferences and TCP/IP software” in Chapter 7 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon 11. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation”...

  • Page 169: Performing A Network Hotsync Operation

    With File Link, you can import 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 online Help. Chapter 6 Page 161...

  • Page 170: Creating A User Profile

    Creating a user profile If you use the File Link feature to configure several Palm platform 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 an handheld without associating that data with a user name.
  • Page 171 4. Select the profile you want to load on the handheld, and click OK. 5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld.
  • Page 172 Page 164 Advanced HotSync® Operations...

  • Page 173: Chapter 7: Setting Preferences For Your Handheld

    Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Palm V™ handheld. In the Preferences screens, you can do the following: Set the date and time, the auto shut-off interval, the General Stay on in cradle feature, the Beam Receive feature, and the system, alarm, and game sounds.

  • Page 174: Buttons Preferences

    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;...
  • Page 175 Turn Off & Lock assign a password to lock the handheld. When locked, you need to enter the password to use your handheld. Beam Data ® Beams the current record to another Palm OS handheld. 3. Tap OK. Chapter 7 Page 167...

  • Page 176: 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 Palm V™ 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.

  • Page 177: Country Default

    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, on the other hand, time is expressed using a 12-hour clock with an AM or PM suffix.

  • Page 178: General Preferences

    General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your handheld. See Chapter 1 for information on setting the time and date. Auto-off delay Your handheld has an automatic shutoff feature that turns off the power and backlight after a period of inactivity.

  • Page 179: System, Alarm, And Game Sounds

    System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1.

  • Page 180: Connection Preferences

    For example, a Palm V Modem connection appears on the list. If you have this modem, you only need to specify the phone setup (and network connection —...

  • Page 181: Sample Connection For Remote Ir Hotsync Operations

    Sample connection for remote IR HotSync operations The following sample configuration would enable you to perform an IR HotSync operation by sending data through the IR port of a modem attached to a cell phone, which then dials a modem attached to your desktop computer, to synchronize with your Desktop application.
  • Page 182 7. Enter the initialization string supplied by the documentation for the modem attached to your cell phone. 8. Tap OK, and then tap OK again to save the configuration. Your new configuration appears in the list of available configurations After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld to perform a modem HotSync operation.

  • Page 183: Network Preferences And Tcp/Ip Software

    Preferences and then create Network Preferences settings. Note: The Connection Preferences screen enables you to define several ways that your Palm V handheld can use the Palm V 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.

  • Page 184: Entering A User Name

    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. 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 185: Entering A Password

    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”...

  • Page 186: Adding Telephone Settings

    Tap here to display a list of available connections 2. Tap the connection you want to use. Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server.
  • Page 187 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.

  • Page 188: Connecting To Your Service

    Note: If you are connecting to an ISP, you need a third-party application, such as a web browser or news reader, to take advantage of this connection. For information about third- party applications that support TCP/IP, check the web site http://www.palm.com Page 180 Setting Preferences for Your Handheld...

  • Page 189: Creating Additional Service Templates

    To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the lower half of the Scroll button. To close a connection: Tap Disconnect to terminate the connection between your handheld and your service.
  • Page 190 Select connection type 3. Tap the Connection type pick list and select one of the following connection types: Point-to-Point protocol SLIP Serial Line Internet Protocol Compressed Serial Line Internet Protocol CSLIP 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.
  • Page 191 Power Off Keeps your PPP or SLIP connection until you turn off your handheld (or until it times out). This option works best with the Palm V Modem. 2. Tap OK. 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.

  • Page 192: Login Scripts

    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.

  • Page 193: Creating A Login Script On Your Handheld

    In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences Tap here to see the list of available commands Note: You can also use non-ASCII and literal characters in your login script. See Appendix D for more information. Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog.
  • Page 194 Tells your handheld to wait for specific Wait For characters from the TCP/IP server before executing the next command. Detects a challenge-response prompt coming Wait For from the server and then displays the dynamically Prompt generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your handheld.

  • Page 195: Plug-In Applications

    Compiled into a device executable Called properly from a login script Able to return control to a login script after it terminates Created using a development environment that supports the Palm ® software, such as Metrowerks CodeWarrior for Palm Computing Platform.

  • Page 196: Tcp/Ip Troubleshooting

    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.

  • Page 197: Owner Preferences

    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.

  • Page 198: Shortcuts Preferences

    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.

  • Page 199: Editing A Shortcut

    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.
  • Page 200 Page 192 Setting Preferences for Your Handheld...

  • Page 201: Appendix A: Maintaining 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.

  • Page 202: Battery Considerations

    There are no serviceable parts inside your handheld, so do not attempt to open the unit. If you ever dispose of your Palm V™ handheld, please dispose of it without damaging the environment. Take your handheld to your nearest environmental recycling center.

  • Page 203: Resetting Your Handheld

    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.

  • Page 204: Performing A Hard Reset

    ™ in the Windows system tray (bottom- 1. Click the HotSync icon right corner of the taskbar). Tip: You can also click the HotSync command on the Palm Desktop software menu bar. 2. From the HotSync Manager menu, choose Custom. Page 196...
  • Page 205 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
  • Page 206 Page 198 Maintaining Your Handheld...

  • Page 207: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your Palm V™ handheld, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: The README file and HelpNotes located in the folder where you installed the Palm™...

  • Page 208: Software Installation Problems

    CTRL-ALT-DELETE tasks except Systray and Explorer. 3. Make sure your computer has at least 20MB disk space. 4. Delete all temporary files. 5. Run ScanDisk on your computer. 6. Reinstall Palm Desktop software. Page 200 Frequently Asked Questions...

  • Page 209: Operating Problems

    Operating problems Problem Solution I don’t see anything Try each of these in turn: on my handheld’s Press the display control button and screen. adjust the contrast. Recharge the unit. If your handheld still does not operate, try a soft reset. See “Resetting your handheld”...

  • Page 210: Tapping And Writing Problems

    Tapping and writing problems Problem Solution When I tap the Calibrate the screen. See “Digitizer buttons or screen preferences” in Chapter 7. icons, my handheld activates the wrong feature. When I tap the Menu Not all applications or screens have menus. Try changing to a different application.

  • Page 211: Application Problems

    Memo Preferences setting. In other words, the sort settings you use with Palm Desktop software are not transferred to your handheld. I created an event in In the Week View, you cannot select...

  • Page 212: Hotsync Problems

    Check the Windows system tray to HotSync operation; make sure the HotSync Manager is what should I check running. If it is not, open Palm Desktop to make sure I am software. doing it correctly? Click the HotSync Manager, choose Setup and click the Local tab.
  • Page 213 If HotSync Manager is running, exit, complete and restart it. successfully. Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu. Check the cable connection between the cradle and the serial port on your computer.
  • Page 214 Check the following on your computer: I tried to do a modem HotSync operation, Make sure your computer is turned on but it did not and that it does not shut down complete automatically as part of an energy-saving successfully. feature.
  • Page 215 Check the following on your handheld: I tried to do a modem HotSync operation, Confirm that the telephone cable is but it did not securely attached to your modem. complete Make sure the dialing instruction dials successfully. the correct phone number. (continued) If you need to dial an outside line prefix, make sure you selected the Dial Prefix...
  • Page 216 3. Click the Device Manager tab. 4. Double-click Ports. 5. Check each accessory is using a dif- ferent port. Make a copy of your Palm folder. Uninstall, then reinstall Palm Desktop software. Turn on your handheld and tap the Applications icon. Tap the HotSync icon, then tap Local.
  • Page 217 If you are using Windows 98, move your handheld away from the computer’s infrared port. I want to If the computer running Palm Desktop synchronize my software synchronizes with more than computer with more one handheld, each handheld must have than one handheld.

  • Page 218: Beaming Problems

    Problem Solution I cannot beam data to Confirm that your handheld and the another Palm OS other Palm V handheld are between ten handheld. centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two handhelds is clear of obstacles.

  • Page 219: Password Problems

    Then, you can follow these steps to restore your private entries: 1. Use the Palm Desktop software and the cradle or infrared communica- tion to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records.

  • Page 220: Technical Support

    3. Tap App, and then tap Info. Note: Thousands of third-party add-on applications have been written for the Palm OS handhelds. Unfortunately, we are not able to support such a large number of third-party applications. If you are having a problem with a third-party application, please contact the developer or publisher of that software.

  • Page 221: Appendix C: Creating A Custom Expense Report

    Palm™ Desktop software Expense application. In simple terms, the Expense application is designed to move Expense data from your Palm V™ handheld into a Microsoft Excel spreadsheet. Each Expense item stored in your handheld represents a group of related data. You can associate the following...

  • Page 222: Customizing Existing Sample Templates

    Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information.

  • Page 223: Determining The Layout Of The Expense Report

    5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software 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 224: Sections

    Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Section 1 (not prepaid) Section 2 (prepaid)

  • Page 225: Analyzing Your Custom Expense Report

    Fixed or Variable Label for columns. Place a copy of your custom Expense Report in the Template folder (in the Palm Desktop software directory). Change the file name so it has the file extension .xlt (which defines it as a Microsoft Excel template).

  • Page 226: Programming The Mapping Table

    To program a new custom mapping table: 1. Open a copy of the Maptable.xls file in Microsoft Excel. Note: This file is located in the same folder as the Palm Desktop software application. Make a backup copy of this file before you make your modifications.
  • Page 227 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file.
  • Page 228 The dimensions of the Section Define the dimensions of the Section. appear in the green columns (10–13). Represents the total number of rows in the Section, # of Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your handheld data will be placed.
  • Page 229 This setting appears in Define whether the Section is in list format. the light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: In the Expense Type cell, enter Only if your section is in list format:...

  • Page 230: Using Applications Other Than Microsoft Excel

    16. Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report. The Expense Map Expense Report Options dialog (magenta section). Report Options dialog has five fields where you can fill in data for the header on your expense report.

  • Page 231: Appendix D: Non-Ascii Characters For Login Scripts

    Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.

  • Page 232: Literal Characters

    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 \<...

  • Page 233: Product Regulatory Information

    Regulatory Engineering Department. Changes or modifications made without written approval may void the user’s authority to operate this equipment. Responsible Party: Palm V Product Family Palm, Inc. 5470 Great America Parkway Santa Clara, California 95052...

  • Page 234: Ce Compliance Statement

    Canada. CE Compliance Statement This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended. This is a Class B product based on the standard of the Voluntary Control Council for In- terference from Information Technology Equipment (VCCI).
  • Page 235 Varoitus Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valm- istajan suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaises- Advarsel Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tils- varende type anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fab- rikantens instruksjoner.
  • Page 236 Page 228 Product Regulatory Information...

  • Page 237: Index

    Index beaming 139–140 Calculator 53 categories 39–40 Date Book 50 Expense 54 font style 73 ABA (Address Book archive file) 37 installing 42–44 AC adapter for recharging battery 11 Launcher 17–18, 39–41 Accented characters Memo Pad 53 Graffiti writing 34 opening 18 onscreen keyboard 36 plug-in 187...
  • Page 238 Business card for beaming 139 for connecting to PIMs 14 Buttons preferences 166 for modem HotSync operations for synchronizing applications 204, 146–147, 197 Confirming e-mail 126 Calculator Conflicting events 84 buttons explained 101 Connecting memory 101 service templates 181 opening 54 to server or ISP 180 overview 53 Connection...
  • Page 239 expense reports 213–222 Day (Date Book view) 74, 87 fields in Address Book 92 DBA (Date Book archive file) 37 Customizing. See Preferences Decimal point 169 Cutting text 56 Default Cycling through views 50, 51, 52, 53 categories 61 currency in Expense 106 settings.
  • Page 240 reports in Excel 109–112, 213–222 Editing sorting records 69 records 55–57 templates for reports 111 unsent e-mail 126 type 105, 113 E-mail addresses vendor 105 in Address Book 89, 91 External keyboard 24 looking up 122–123 E-mail items. See Mail Entering data 21–24 importing from other FCC Statement 225...
  • Page 241 numbers 31 setting options 143–145 online Help 57, 166 for synchronizing data 12 problems using 202 using with another PIM 45 punctuation marks 32 ShortCuts for entering data 35, 190–191 symbols 33 Icons tips 29 alarm 78 writing 27–36 application 16, 40 writing area 7, 28 note 72 online Tips 20...
  • Page 242 desktop configuration 116–118 draft e-mail 127 Keyboard editing unsent e-mail 126 computer 37 filing e-mail 128 onscreen 16, 36, 167 filtering options 132–137 folders 130 HotSync options 117–118 menus 138 Letters opening 118 font style 73 overview 115–116 Graffiti 27, 30 priority of delivery 123, 124 onscreen keyboard 36 purging deleted e-mail 130...
  • Page 243 Monday, to start week 169 Overlapping events 84 Month (Date Book view) 84, 87 Owner preferences 189 Moving the cursor (Graffiti writing) MPA (Memo Pad archive file) 37 Palm Desktop software. See Desktop software Passwords 46–48 Network changing 47 connecting 181...
  • Page 244 selecting types 89 records 58 Phone settings for ISP or dial-in See also Deleting server 178–180 Pick lists 16 PIM (personal information manager) using HotSync Manager with 45 Quattro Pro, for expense reports 222 using with handheld 14 See also Desktop software Plug-in applications 187 Ports Range of times in Day view 87...
  • Page 245 Rescheduling events 78 selecting for network 175 Resetting handheld templates 181, 187 hard reset 196 Settings. See Preferences location of reset button 9, 195 ShortCuts soft reset 195 backing up 146 Retrieving e-mail. See Filters for managing 190–191 e-mail menu commands 19 predefined 36 using 35 Showing dates in Mail list 131...
  • Page 246 TDA (To Do List archive file) 37 information Technical Support 199, 212 Troubleshooting 207 Templates for expense reports 111 Truncating e-mail 137 Text Turning off handheld copying 56 automatically 170 cutting 56 pen stroke for 167 entry. See Entering data problems with 201 files, importing data from 37 Turning on handheld...

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