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3Com III Handbook

Palm iii: user guide.
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Handbook
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Palm III
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  • Page 1 Handbook for the Palm III ™ Organizer...
  • Page 2 Agreement. 3.5" Software Diskettes Available Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you may download the Palm Desktop software from http://www.palm.com. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm III™...
  • Page 3: Table Of Contents

    Customizing your organizer...19 Palm Desktop organizer software ...20 Connecting the cradle ...21 Using your organizer with another PIM ...22 Chapter 2: Entering Data in Your Palm III™ Organizer Using Graffiti writing to enter data ...23 Writing Graffiti characters ...23 Graffiti tips ...25 The Graffiti alphabet ...26...
  • Page 4 Making records private ... 67 Attaching notes ... 69 Choosing fonts ... 70 Application-specific tasks... 71 Date Book ... 71 Address Book ... 84 To Do List ... 89 Memo Pad ... 94 Page iv Handbook for the Palm III™ Organizer...
  • Page 5 Calculator ...97 Expense ...99 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk ...109 Setting up Mail on the desktop ...110 Synchronizing Mail with your E-Mail application ...112 Opening the Mail application on your organizer ...112 Viewing e-mail items ...112 Creating e-mail items ...113 Looking up an address ...116...
  • Page 6 Software installation problems ... 181 Operating problems... 182 Tapping and writing problems... 183 Application problems... 184 HotSync problems ... 185 Beaming problems ... 189 Password problems ... 190 Technical support ... 191 Page vi Handbook for the Palm III™ Organizer...
  • Page 7 Appendix C: Creating a Custom Expense Report About mapping tables ...193 Customizing existing sample templates ...194 Determining the layout of the Expense Report...195 Labels ...195 Sections ...196 Analyzing your custom Expense Report ...197 Programming the mapping table ...198 Using applications other than Microsoft Excel ...202 Expense file details...203 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char ...205...
  • Page 8 Page viii Handbook for the Palm III™ Organizer...
  • Page 9: About This Book

    Welcome to the Palm III™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm III organizer and the applications that come with it.
  • Page 10 Page 2 About This Book...
  • Page 11: Getting To Know Your Palm Iii Organizer

    The Palm III organizer can help you improve your track record in all these areas, both at work and at home.
  • Page 12: System Requirements

    If you already own a Palm connected organizer, 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm III organizer into the same folder as your current Palm Desktop software. All your data will be preserved when you install the new version in the same folder as the previous version.
  • Page 13: Palm Iii Components

    Palm III components Locating front panel controls Palm III Displays the applications and information stored in organizer your Palm III organizer. It is touch-sensitive and screen responds to the stylus. Graffiti The area where you write letters and numbers using ®...
  • Page 14 Using the backlight If you have difficulty seeing the information on your Palm III organizer, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds.
  • Page 15 Protective flip cover The cover protects the Palm III organizer screen when it is not in use and helps reduce glare while you use your Palm III organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the Palm III organizer.
  • Page 16 This allows you to update the information between your organizer and computer using HotSync technology. Page 8 Reset button Contrast control Introduction to Your Palm III™ Organizer Battery door Serial (COM) port door ®...
  • Page 17: Installing The Batteries

    Installing the batteries To use your Palm III organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. See “Battery considerations” in Appendix A for more information. To install the batteries: 1.
  • Page 18: Tapping And Typing

    The first time you start your Palm III organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
  • Page 19: Elements Of The Organizer Interface

    Elements of the organizer interface Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons buttons appear in dialog boxes and at the bottom of application screens.
  • Page 20: Opening Applications

    In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. Page 12 Previous/next arrows Introduction to Your Palm III™ Organizer Scroll...
  • Page 21: Using Menus

    1. Tap the Applications icon 2. Tap the icon of the application that you want to open. If you have many applications installed on your Palm III organizer, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti Tip: character for the first letter of its name.
  • Page 22 The command letters appear to the right of the command names. Menu commands Command letters To use the Graffiti menu commands, the menu bar must be closed. Page 14 Introduction to Your Palm III™ Organizer...
  • Page 23: Three Ways To Enter Data

    1. Tap the Tips icon 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your Palm III organizer: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then...
  • Page 24: Graffiti Writing

    Tap here to display numeric keyboard Graffiti writing Your Palm III organizer includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
  • Page 25 Write letters here Division marks Your Palm III organizer also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
  • Page 26 Using Palm Desktop software If you have new records you want to add to your Palm III organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer.
  • Page 27: Customizing Your Organizer

    Customizing your organizer You can customize your organizer by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your organizer to work with a modem or network.
  • Page 28: Palm Desktop Organizer Software

    It is a good idea to back up your data in case something happens to the data on your Palm III organizer. Changes you make on your Palm III organizer or Palm Desktop software appear in both places after you synchronize.
  • Page 29: Connecting The Cradle

    Desktop software using HotSync technology. To connect the cradle: 1. Turn off your computer and plug the cable from the Palm III organizer cradle into the serial (COM) port on your computer. Note: Your Palm III organizer requires a dedicated port. It cannot share a port with an internal modem or other device.
  • Page 30: Using Your Organizer With Another Pim

    Do not simply copy the Palm Desktop software files to your computer’s hard disk. You must use the installer to place the files in their proper locations and to decompress the files.
  • Page 31: Using Graffiti Writing To Enter Data

    Palm III Organizer ™ This chapter explains how to enter data into your Palm III™ organizer, by writing with the stylus in the Graffiti using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 32 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 24 Write numbers here Lift stylus here Entering Data in Your Palm III™ Organizer...
  • Page 33: 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 organizer recognizes your stroke immediately and prints the letter at the insertion point on the screen.
  • Page 34: The Graffiti Alphabet

    The Graffiti alphabet Letter Strokes Space Carriage Return Page 26 Letter Back Space tap twice Period Entering Data in Your Palm III™ Organizer Strokes...
  • Page 35: 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 36: Graffiti Numbers

    Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 28 Number Punctuation Shift Entering Data in Your Palm III™ Organizer Strokes...
  • Page 37: Writing Symbols And Extended Characters

    Symbol Period Comma Apostrophe Question Exclamation Additional Graffiti punctuation Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen.
  • Page 38: Writing Accented Characters

    You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting: Note: You must write these non-English characters in the left side of the Graffiti writing area. Page 30 Entering Data in Your Palm III™ Organizer...
  • Page 39: 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 Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Graffiti ShortCuts...
  • Page 40 Your organizer includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Page 32 ShortCut Entering Data in Your Palm III™ Organizer...
  • Page 41: Using The Onscreen Keyboard

    All the main applications on your organizer are available in Palm Desktop software and in most PIMs. Refer to Palm Desktop online Help for more information on entering data on your computer.
  • Page 42: Importing Data

    Palm III organizer without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your organizer.
  • Page 43 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your organizer, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Chapter 2 Page 35...
  • Page 44 Page 36 Entering Data in Your Palm III™ Organizer...
  • Page 45: Chapter 3: Managing Your Applications

    To open the Applications Launcher, tap the Applications icon Selecting applications Your Palm III organizer is equipped with a variety of applications. All the applications installed on your organizer appear in the Applications Launcher. See “Opening applications” in Chapter 1 for details.
  • Page 46: 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 47: 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 48: Installing And Removing Applications

    Palm III organizer and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your Palm III organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.
  • Page 49 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 file extension. 4. In the User drop-down list, select the name that corresponds to your Palm III organizer.
  • Page 50: Installing Games

    9. Perform a HotSync operation to install the application(s) you selected in step 6. See “Exchanging and updating data: HotSync operations” in Chapter 4 for details. Installing games The CD-ROM also includes several games that you can install with the Palm Install Tool: Giraffe HardBall MineHunt Puzzle...
  • Page 51: 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 52: Security

    Security Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: Turn off and lock your organizer so that it does not operate until you enter the correct password.
  • Page 53: Changing Or Deleting A Password

    Changing or deleting a password Once you define a password for your organizer, 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 54: Recovering From A Forgotten Password

    To lock your organizer with a password: 1. Perform a HotSync operation to synchronize the data between your organizer 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 55: Chapter 4: Using Your Basic Applications

    Chapter 4 Using Your Basic Applications Your Palm III™ organizer 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 56: 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 57: 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 58: 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 59: Memo Pad

    Take notes or write any kind of message on your connected organizer. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync Assign memos to categories so that you can organize and view them in logical groups.
  • Page 60: 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 III™ organizer package.) To open Expense: 1. Tap the Applications icon 2.
  • Page 61: 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 62 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 63: 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 64: Purging Records

    Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your organizer and Palm Desktop software. Changes you make on your organizer or Palm Desktop Page 56...
  • Page 65 Important: You must perform your first HotSync operation with a local, direct connection, rather than using a modem. The following steps assume that you have already installed the Palm Desktop software. If you have not installed this software, see “Installing Palm Desktop software” in Chapter 1 for instructions.
  • Page 66 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. 3. Press the HotSync button...
  • Page 67: 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 organizer automatically places it in the category that is currently displayed.
  • Page 68 To display a category of records: 1. Tap the category pick list in the upper-right corner of the List screen. 2. Select the category you want to view. The List screen now displays only the records assigned to that category. Tip: Pressing an application button on the front panel of the organizer toggles through all the categories of that...
  • Page 69 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2.
  • Page 70: Finding Records

    4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records in two or more categories into one Tip: category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
  • Page 71 To look up an Address Book record: 1. Display the Address List screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters.
  • Page 72 As your organizer searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears be- fore your organizer finishes the search. To continue the search after you tap Stop, tap Find More. 4.
  • Page 73 5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: While entering text number for someone with the last name “Williams,”...
  • Page 74: Sorting Lists Of Records

    3. Tap Who. 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6.
  • Page 75: Making Records Private

    To sort the Memo List manually, tap and drag a memo to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your organizer, open Memo Pad in Palm Desktop software and click List by.
  • Page 76 To hide private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Hide. 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible.
  • Page 77: Attaching Notes

    To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 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.
  • Page 78: 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. Large font Small font Bold font To change the font style: 1.
  • Page 79: 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 80 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
  • Page 81 To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
  • Page 82 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti...
  • Page 83 Rescheduling an event You can easily make changes to your schedule with your organizer. 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 84 Alarm for untimed events In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen. For example, you set an alarm for an untimed event that occurs on February 4th.
  • Page 85 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date.
  • Page 86 To display the current time: Tap the date in the date bar to display the current time. After a few seconds, the date reappears. Tap the date : Week View shows the calendar of your events for Working in Week View an entire week.
  • Page 87 3. Tap an event to show a description of the event. Tips for using Week View To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and have the time selected for a new event.
  • Page 88 Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Month View button You can control the dots and lines that appear in the Month View. See “Options menu”...
  • Page 89 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 90 Display Options Allows you to change Date Book’s appearance and which events display. Page 82 Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
  • Page 91 Preferences About Date Shows version information for Date Book. Book Chapter 4 Defines the start and end times Start/End Time. for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.
  • Page 92: Address Book

    Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your organizer, or you can use Palm Desktop software to create entries on your computer and then download the entries to your organizer with your next HotSync operation.
  • Page 93 4. Use the Next Field Graffiti stroke to move to the First Name field. Tip: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7.
  • Page 94 3. Tap the pick list next to the label you want to change. 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. To open the Address Entry Details dialog box: 1.
  • Page 95 Address Book menus Address Book menus are shown here for your reference, and Address 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. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen.
  • Page 96 Rename Custom These custom fields appear at the end of the Fields Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Shows version information for Address Book.
  • Page 97: 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 organizer to display the To Do List.
  • Page 98 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. 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 99 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 100 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Items Show Only Due...
  • Page 101 Show Due Dates Displays the due dates associated with items Show Priorities Show Categories 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here.
  • Page 102: 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 organizer. A record in Memo Pad is called a “memo.” To create a new memo: 1.
  • Page 103 To review a memo: 1. In the Memo List, tap the text of the memo. 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 104 Go to Top of Moves to the top (first) line of the memo. Page Go to Bottom of Moves to the bottom (last) line of the memo. Page Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Shows version information for Memo Pad.
  • Page 105: 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 106 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 107: 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 108 Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature.
  • Page 109 3. Select any of the following options: Category Type Payment Currency Vendor and City Lets you record the name of the vendor Attendees 4. Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list.
  • Page 110 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol.
  • Page 111 Show currency 3. Tap OK. Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your organizer, Palm Desktop software enables you to view and print the data with your computer. Chapter 4 Tap Show Enables you to sort expense items by date or type.
  • Page 112 Chapter 1 for more information. 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 113 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 114 If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. Page 106 Using Your Basic Applications...
  • Page 115 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. 3. Enter name, department, and other information as necessary for your expense report. 4.
  • Page 116 Options menu Preferences About Expense Shows version information for Expense. Page 108 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.
  • Page 117: Chapter 5: Communicating Using Your Organizer

    Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm III™ organizer that help you stay organized. This chapter describes the features that help you stay connected. Managing desktop E-Mail to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk.
  • Page 118: 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 organizer supports a number of desktop E-Mail applications, such as Microsoft Exchange (version 4.0 or higher), Eudora (version...
  • Page 119 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: Synchronize...
  • Page 120: Synchronizing Mail With Your E-mail Application

    1. Click the HotSync icon 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 121: Creating E-mail Items

    To open an e-mail item: Tap an e-mail item to open it. Recipient Subject 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. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
  • Page 122 To create an e-mail item: 1. Tap New. You can also create an e-mail item by tapping New from Tip: 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 123 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 To reply to an e-mail item: 1.
  • Page 124: 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 125: Adding Details To E-mail Items

    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 organizer cannot attach that attribute to the e-mail item.
  • Page 126 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your organizer can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
  • Page 127 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 128: 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 129: 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. 2. Tap the e-mail item you want to retrieve. 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
  • Page 130: 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 131: 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 132: Purging Deleted E-mail

    Purging deleted e-mail Because your organizer 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 133 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. 2. Tap the Show Date check box to select it. 3.
  • Page 134: 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 organizer. 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 135: Creating Special Filters

    Filter During synchronization, all e-mail items in your organizer Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your organizer. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
  • Page 136 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. 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 137 Retrieve Tells your organizer 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 138 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3.
  • Page 139: 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 organizer.
  • Page 140: 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 141: Beaming Information

    Beaming information Your Palm III organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing connected organizer that’s close by and also has an IR port. The IR port is located at the top of the organizer, behind the small dark shield.
  • Page 142 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4.
  • Page 143: Chapter 6: Advanced Hotsync┬« Operations

    ® software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm III™ organizer and Palm Desktop software either directly, by placing your organizer in the cradle attached to your computer, or indirectly, with a modem or network.
  • Page 144 Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer. With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software.
  • Page 145 “Conducting a HotSync operation via a network” later in this chapter for more information. 7. Click OK. Chapter 6 Identifies the port that Palm Desktop software uses to communicate with the cradle. This selection should match the number of the port to which you connected the cradle.
  • Page 146: 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 organizer or Palm Desktop software, or to avoid synchronizing a particular type of file because you don’t use it.
  • Page 147 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 148: Conducting A Hotsync Operation Via Modem

    Conducting a HotSync operation via modem You can use a modem, such as the Palm Modem synchronize your organizer when you are away from your computer. Note: The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation.
  • Page 149: Preparing Your Organizer

    Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your organizer to find and use the fastest speed. Identifies the modem type or manufacturer.
  • Page 150 To prepare your organizer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Enter Phone # field. 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”...
  • Page 151: Selecting The Conduits For A Modem Hotsync Operation

    HotSync operation. You can use these settings to minimize the time required to synchronize data with a Palm Modem accessory. To change the Conduit Setup for a modem HotSync operation: 1. Tap the Applications icon 2.
  • Page 152: Performing A Hotsync Operation Via A Modem

    System Administrator.) Everything you need to connect to your company’s dial-in server (network modem) is included with Palm Desktop software and organizer software. You need to activate the feature, however, on both Palm Desktop software and your organizer.
  • Page 153 To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon Tip: The Windows system tray is usually in the lower-right corner on your computer display. The location may vary depending on the location of the taskbar and the version of Windows you are using.
  • Page 154: Using File Link

    With File Link, you can import data stored in any of the following formats: Comma delimited (.csv) Tab delimited (.tsv) 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. Page 146 Advanced HotSync® Operations...
  • Page 155: Creating A User Profile

    Creating a user profile If you use the File Link feature to configure several Palm Computing connected organizers 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 organizer without associating that data with a user name.
  • Page 156 4. Select the profile that you want to load on the organizer, and click 5. Click Yes to transfer all the profile data to the organizer. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the organizer.
  • Page 157: Chapter 7: Setting Preferences For Your Organizer

    Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm III™ organizer. In the Preferences screens, you can do the following: General Set the current date and time, the auto shut-off interval, the Beam Receive feature, and the system, alarm, and game sounds.
  • Page 158: Buttons Preferences

    Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the organizer. 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 159 Turns off and locks the organizer. You must assign a password to lock the organizer. When locked, you need to enter the password to use your organizer. Beams the current record to another Palm Computing connected organizer. ® Page 151...
  • Page 160: 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 Modem accessory. Any changes that you make in the HotSync Buttons dialog box become effective immediately;...
  • Page 161: 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 organizer. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
  • Page 162: General Preferences

    General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your organizer. See Chapter 1 for information on setting the time and date. Auto-off delay Your organizer has an automatic shutoff feature that turns off the power and backlight after a period of inactivity.
  • Page 163: System, Alarm, And Game Sounds

    System, alarm, and game sounds Your organizer 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 164: Modem Preferences

    These settings are for applications that activate and use the modem. Note: You can purchase a Palm Modem accessory for use with your organizer. See http://www.palm.com. To define the Modem preferences: 1.
  • Page 165: Network Preferences And Tcp/ip Software

    To use TCP/IP, you must configure both the Modem Preferences and the Network Preferences settings. Note: Modem Preferences settings enable your Palm III organizer to use a modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel.
  • Page 166: Entering A User Name

    To select a service: 1. Tap the Service pick list. 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. Although this field can contain multiple lines of text, only two lines appear onscreen.
  • Page 167: 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 organizer prompts you to enter a password each time you log into your network: If you do not enter a password, your organizer displays the word “Prompt”...
  • Page 168: Adding Telephone Settings

    Adding telephone settings When you select the Phone field, your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card.
  • Page 169 To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
  • Page 170 Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay.
  • Page 171: Connecting To Your Service

    For information about third- party applications that support TCP/IP, check the web site http://www.palm.com. To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages.
  • Page 172: Adding Detailed Information To A Service Template

    Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server.
  • Page 173 Waits two minutes. Waits three minutes. Keeps your PPP or SLIP connection until you turn off your organizer (or until it times out). This option works best with the Palm Modem accessory. Page 165...
  • Page 174 IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.
  • Page 175: Creating A Login Script

    Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP. You can create login script files by selecting commands from the Command pick list in the Login Script dialog.
  • Page 176: Deleting A Service Template

    Send User ID Send Password Delay Get IP Prompt 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK. Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu.
  • Page 177: Network Preferences Menu Commands

    Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See “Using menus” in Chapter 1 for more information about choosing menu commands.
  • Page 178 To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. Tap Done. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network.
  • Page 179: 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 organizer. If you use the Security application to turn off and lock your organizer with a password, information that you put in the Owner Preferences displays the next time you turn on your organizer.
  • Page 180: 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 181: 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 182 Page 174 Setting Preferences for Your Organizer...
  • Page 183: Appendix A: Maintaining Your Organizer

    Appendix A Maintaining Your Organizer This chapter provides information on the following: Proper care of your organizer Prolonging battery life Resetting your organizer Caring for your organizer Your organizer is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your organizer: Take care not to scratch the screen of your organizer.
  • Page 184: Battery Considerations

    Battery considerations Please note the following considerations when replacing the batteries in your organizer: Under normal conditions, your organizer batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the organizer off after a period of inactivity.
  • Page 185: Resetting Your Organizer

    Tip: Some Palm III™ organizers include a metal and plastic stylus with a reset tip inside. To use it, unscrew the metal barrel from the stylus quill.
  • Page 186: Performing A Hard Reset

    To restore your data after a hard reset: 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 178...
  • Page 187 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 188 Page 180 Maintaining Your Organizer...
  • Page 189: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your Palm III™ organizer, 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 190: Operating Problems

    Operating problems Problem My organizer won’t turn on. I replaced the batteries, but I am still getting a low battery warning. I get a warning message telling me my organizer memory is full. My organizer keeps turning itself off. Page 182 Solution Try each of these in turn: Adjust the contrast control.
  • Page 191: Tapping And Writing Problems

    My organizer is not making any sounds. My organizer has frozen. I don’t see anything on my organizer’s screen. Tapping and writing problems Problem When I tap the buttons or screen icons, it activates the wrong feature. When I tap the Menu icon , nothing happens.
  • Page 192: Application Problems

    Memo Preferences setting. In other words, the sort settings that you use with Palm Desktop software are not transferred to your organizer. In the Week View, you cannot select overlapping events that have the same start time.
  • Page 193: Hotsync Problems

    Appendix B Solution Check the Windows system tray to make sure the HotSync Manager is running. If it is not, open Palm Desktop software. Click the HotSync Manager, choose Setup and click the Local tab. Check that the Serial Port setting displays the correct COM port where your cradle is attached.
  • Page 194 Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it. 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 195 I tried to do a modem HotSync operation, but it did not complete successfully. Appendix B Check the following on your computer: Make sure your computer is turned on and that it does not shut down automatically as part of an energy- saving feature.
  • Page 196 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Page 188 Check the following on your organizer: Confirm that the telephone cable is securely attached to your modem. Make sure the dialing instruction dials the correct phone number.
  • Page 197: Beaming Problems

    Appendix B Solution Confirm that your organizer and the other Palm III organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two devices is clear of obstacles. Beaming distance to other Palm Computing connected organizers may be different.
  • Page 198: Password Problems

    In this case, the following procedure restores your private entries and lets you access them: 1. Use the Palm Desktop software and the cradle to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records.
  • Page 199: Technical Support

    3. Tap App, and then tap Info. Note: Thousands of third-party add-on applications have been written for the Palm Computing platform. 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 200 Page 192 Frequently Asked Questions...
  • Page 201: 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 III™ organizer into a Microsoft Excel spreadsheet. Each Expense item stored in your organizer represents a group of related data.
  • Page 202: 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 203: Determining The Layout Of The Expense Report

    “Munchies.” 4. From the File menu, choose Save As. 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 204: Sections

    Examples of both Fixed and Variable labels appear in the sample expense templates. 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.
  • Page 205: 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 206: Programming The Mapping Table

    To program a new custom mapping table: 1. Open a copy of the Maptable.xls file in Microsoft Excel. This file is located in the same folder as the Palm Desktop Note: software application. Make a backup copy of this file before you make your modifications.
  • Page 207 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 208 Define the dimensions of the Section. appear in the green columns (10–13). # of Represents the total number of rows in the Section, Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your organizer data will be placed.
  • Page 209 Define whether the Section is in list format. light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed.
  • Page 210: Using Applications Other Than Microsoft Excel

    Mark a Section for prepaid expenses (yellow column). table is for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row. Type “no” in all the cells of this column that do not pertain to prepaid expenses. 16.
  • Page 211: Expense File Details

    Expense file details The Expense.txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips Shows the number of Expense application categories, and lists each one followed by an “end”...
  • Page 212 Page 204 Creating a Custom Expense Report...
  • Page 213: 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 214: 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 Includes a <...
  • Page 215: Warranty And Other Product Information

    SOFTWARE: 3Com warrants to Customer that the Palm™ Desktop organizer soft- ware and Palm OS™ software licensed from it will perform in substantial conformance to their program specifications, for a period of ninety (90) days from the date of original purchase from 3Com or its authorized reseller.
  • Page 216 Palm Computing platform date and time functions will not have a problem transition- ing to the year 2000. The date and time utilities for the Palm Computing platform use 32 bits to store seconds, starting at January 1, 1904. This approach allows the correct repre- sentation of dates up to 6:28:15 A.M.
  • Page 217 Products or parts shipped by Customer to 3Com must be sent prepaid and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package. When an advance exchange is pro- vided and Customer fails to return the original product or part to 3Com within thirty (30) days from the date the warranty service authorization is issued, 3Com will charge Customer the then-current published catalogue price of such product or part.
  • Page 218: 3com End User Software License Agreement

    YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING THIS PRODUCT. IT CONTAINS SOFTWARE, THE USE OF WHICH IS LICENSED BY PALM COMPUTING, INC., A SUBSIDIARY OF 3COM CORPORA- TION (COLLECTIVELY, "3COM"), TO ITS CUSTOMERS FOR THEIR USE ONLY AS SET FORTH BELOW.
  • Page 219 Notwithstanding any other provision of this License Agreement, this License Agree- ® ® ment shall not be deemed to apply to the Adobe Acrobat Reader software or any oth- er applications software licensed to you by third parties that is included on the same media as 3Com's Software ("Other Software") if the Other Software provides that the use of the Other Software is subject to the terms and conditions of the third party's li- cense agreement.
  • Page 220 3Com, supersedes all prior agreements, whether writ- ten or oral, with respect to the Software, and may be amended only in a writing signed by both parties. Palm Computing, Inc., a subsidiary of 3Com Corporation 5400 Bayfront Plaza PO Box 58007...
  • Page 221: Fcc Statement

    FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
  • Page 222 Page 214...
  • Page 223: Index

    Index ABA (Address Book archive file) 34 Accented characters Graffiti writing 30 onscreen keyboard 33 Add-on applications 40–43 Address Book *If Found Call* entry 85 adding custom fields 88 archive files (.aba) 34 business card for beaming 133 categorizing records 59 conduit for synchronizing 138 creating records 53, 84–85 deleting records 55...
  • Page 224 Calculator buttons explained 97 memory 97 opening 52 overview 51 recent calculations 52, 97 Calibration 10, 152, 183 Call Waiting, disabling 142, 161 Calling card, using in phone settings 142, 162 Capital letters (Graffiti writing) 27 Caring for the organizer 175 Categories application 37–38 assigning records to 59...
  • Page 225 Date Book adding Address Book data to records 64–65 alarm 75 archive files (.dba) 34 changing event time 75 changing event to untimed 74 conduit for synchronizing 138 conflicting events 79 continuous events 76–77 creating records 53, 71–75 Day view 77 deleting records 55 display options 82 end time for Day view 83...
  • Page 226 E-mail items. See Mail Entering data 15–18 importing from other applications 34–35 problems with 183 using Graffiti writing 23–32 using the computer keyboard 33 using the onscreen keyboard 33 Entries. See Address Book Eudora 110 Events. See Date Book Excel, transferring Expense data to 104–107 Exchange 110 Exchanging data.
  • Page 227 Help Graffiti 55 online tips 15 Hiding records 67 High Priority e-mail filter 130 HotSync buttons preferences 152 conduits for synchronizing applications 138–139, customizing 138 defined 56 first-time operation 57–58, 147–148 for managing desktop E-Mail 111–112 HotSync Manager 57 linking to external files 146 local operation 58, 136, 186 modem operation 137, 140–144, 187–188...
  • Page 228 Mail address lookup 116–117 attachments 127 BCC (blind carbon copy) 117, changing setup 112 closing 113 confirm delivery 117, 120 confirm read 117, 120 creating 113–115 deleting e-mail 123 desktop configuration 110–112 draft e-mail 121 editing unsent e-mail 120 filing e-mail 122 filtering options 126–131 folders 124 HotSync options 111–112...
  • Page 229 To Do List 50 Organizer (Lotus PIM) 34 Outbox 120, 124 Outlook, connecting to 185 Overlapping events 79 Owner preferences 171 Palm Desktop software. See Desktop software Palm III battery door 8 battery installation 9 contrast control 8 cover 7 Passwords 44–46...
  • Page 230 Graffiti writing 28 onscreen keyboard 33 Purging deleted e-mail 124 records 56 See also Deleting Quattro Pro, for expense reports 202 Range of times in Day view 83 Reading e-mail on organizer 112 Receipts, recording in Expense 100 Receiving data. See Beaming information Records Address Book 84...
  • Page 231 Serial connector 8 Serial port 21, 137, 140 Service templates 163, 168 Service, selecting for network 157 Settings. See Preferences ShortCuts backing up 138 managing 172–173 menu commands 14 predefined 32 using 31 Showing dates in Mail list 125 Signature for e-mail 119–120 Soft reset 177 Sorting applications 38...
  • Page 232 Turning on organizer application buttons 5 displaying owner’s name 171 power button 6 problems with 182 2000, year 208 Undoing actions 54 Uninstalling Desktop software 43 Unresponsive organizer 183 Unsent e-mail, editing 120 Untimed events 71, 74, 76 Updating data. See HotSync Upgrading Desktop software 4 User name for ISP 158...

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