Handspring Treo 90 User Manual

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Treo™ 90 Handheld
User Guide
Windows Edition

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Summary of Contents for Handspring Treo 90

  • Page 1 Treo™ 90 Handheld User Guide Windows Edition...
  • Page 2: Disclaimer And Limitation Of Liability

    © 1998-2002 Palm, Inc. or its subsidiaries. All rights reserved. Palm OS and HotSync are registered trade- marks and Palm and the Palm Powered logo are trademarks of Palm, Inc. and are used by Handspring under license. The SD logo is a trademark. All other trademarks and trade names are the property of their respective owners.
  • Page 3: Table Of Contents

    Contents Introduction to Your Treo™ 90 Handheld ....... 11 Getting to know your handheld ............11 What is a Treo handheld? .
  • Page 4 Managing Your Applications ......... 37 Using the Applications Launcher .
  • Page 5 Finding records ..............67 Looking up Contacts records .
  • Page 6 Checking off a To Do item ............111 To Do Show Options .
  • Page 7 Network Preferences and TCP/IP software .........142 Selecting a service .
  • Page 8 Viewing e-mail items ............175 Creating e-mail items .
  • Page 9 Product Warranty ..............235 Handspring, Inc. End User Software License Agreement ......236 GNU Library General Public License .
  • Page 10 Page 10 Contents...
  • Page 11: Introduction To Your Treo™ 90 Handheld

    Chapter 1 Introduction to Your Treo™ 90 Handheld This chapter explains the physical buttons and controls on your Treo™ 90 handheld, how to use your handheld for the first time, and how to install Palm™ Desktop software and the HotSync ®...
  • Page 12: System Requirements

    Internet Explorer 5.01 or higher (recommended) Upgrade information If you already own a Palm OS handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Treo handheld into the same folder as your current Palm Desktop software.
  • Page 13 5. If you had important settings on your old handheld, such as Network Preferences or Connection Preferences, manually copy them from your old handheld to your new handheld. 6. Compare the applications on your old handheld and your new handheld. 7.
  • Page 14: Treo Components

    Treo components Locating front panel controls Screen Lanyard holder Keyboard Contrast/ Brightness control Application buttons Scroll buttons Lanyard holder Enables you to attach a lanyard to your handheld so that it’s easy to carry. Contrast/ Opens the Adjust Display dialog box where you can adjust the appearance Brightness of your handheld screen for the clearest screen display.
  • Page 15 Application Activates the applications that correspond to the icons on the buttons: buttons Date Book Plus, Contacts, To Do List, and Memo Pad. See page 138 for details on reassigning these buttons to activate any application on your handheld. You can also use these buttons in combination with Option to activate other applications.
  • Page 16: Locking And Unlocking The Keyboard

    Reset button Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Connector Enables you to connect your handheld to the travel charger, HotSync cable, and other devices such as a mobile phone.
  • Page 17: Charging The Battery

    Charging the battery To use your handheld, you must connect the travel charger or the HotSync cable and charge the battery. When you’re near your computer, connect your handheld to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 23. When travelling, connect the travel charger cable directly to your handheld as shown in this section.
  • Page 18: Using The Protective Cover

    Using the protective cover The cover protects the handheld screen when it is not in use. To remove the cover: 1. Unclip the top of the cover from your handheld. 2. Lift the cover off your handheld. To reattach the cover: 1.
  • Page 19: Using The Stylus To Get Things Done

    Using the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is a way to get things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.
  • Page 20: Moving Around The Screen

    Slider Previous/next Scroll arrows Previous/ Tap the up and down arrows to display the previous and next page of next arrows information; tap the left and right arrows to display the previous and next record. Scroll bar Press the scroll buttons on the front panel of your handheld to scroll to the previous and next pages.
  • Page 21: Customizing Your Handheld

    Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds, and configure your handheld to work with a modem or network.
  • Page 22 To set the current date: 1. Tap the Set Date box. Tap arrows to Tap here select year Tap to select month Tap to select date 2. Hold Option and press a scroll button to scroll to the current year. 3.
  • Page 23: Connecting The Hotsync Cable

    If your computer does not have a USB port, or it uses Windows 95 or Windows NT, you need a serial HotSync cable to connect to your computer. You can purchase a serial HotSync cable from www.handspring.com. To connect the HotSync cable: 1.
  • Page 24: Using Desktop Software

    2. Exit any open programs, including those that run at startup such as Microsoft Office, and disable any virus-scanning software. 3. Insert the Handspring CD-ROM into the computer’s CD-ROM drive. 4. If the language selection screen appears, click the same language you selected on your handheld.
  • Page 25: Using Your Handheld With Microsoft Outlook

    Treo handheld along with the conduit for your PIM to synchronize the data between your handheld and your PIM. For information on conduit software, go to this web site: www.handspring.com. Chapter 1 Page 25...
  • Page 26 Page 26 Introduction to Your Treo™ 90 Handheld...
  • Page 27: Entering Data In Your Handheld

    Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your Treo™ 90 handheld using each of the following methods: Using the handheld keyboard Using the onscreen keyboard Using your computer keyboard Importing data Using the handheld keyboard The handheld keyboard is the primary method you’ll use to enter data into your handheld.
  • Page 28: Typing Numbers And Symbols

    To type a single capital letter (Caps Shift): 1. Press Shift When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the Treo screen. If you accidentally activate Caps Shift, press Shift twice to cancel it, or if you do nothing for five seconds, it reverts to lowercase.
  • Page 29: Navigation Keystrokes

    Navigation keystrokes In addition to character symbols, your handheld includes special keystrokes that you can use to navigate within text or fields in your applications. Note: Some applications may not support these navigation keystrokes. Command Keystrokes Move cursor right Hold Option while pressing the bottom scroll button.
  • Page 30: Using Text Shortcuts

    Inverted In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. 3. Press the top scroll button to switch between menus. 4. Press the bottom scroll button to select a command within a menu. 5.
  • Page 31: Typing Accented Characters

    Your handheld includes the following predefined ShortCuts: Entry ShortCut Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner To use a ShortCut: 1. Type the letter s. 2. Press ListType 3. Use the scroll buttons to select the ShortCut symbol Note: The ShortCut symbol appears by the cursor to show that you are in ShortCut mode.
  • Page 32 To enter extended characters: 1. Position the cursor where you want to insert the extended character. 2. Type the base character associated with the extended character you want to insert: Tip: To view a list of available accented and symbol characters, press Menu under Edit select Keyboard Help (/G).
  • Page 33: Using The Onscreen Keyboard

    Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. When used in conjunction with the backlight, the onscreen keyboard is especially useful for typing in the dark. To use the onscreen keyboard: 1.
  • Page 34: Importing Data

    Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another Palm OS ® handheld, you can transfer the data to your handheld without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.
  • Page 35 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Chapter 2 Page 35...
  • Page 36 Page 36 Entering Data in Your Handheld...
  • Page 37: Managing Your Applications

    Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Treo™ 90 handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Using the Applications Launcher Your handheld is equipped with a variety of applications.
  • Page 38: Switching Between Applications

    Switching between applications When working in any application, press Option and then press Menu , or press an application button on the front panel of your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.
  • Page 39: Choosing Preferences

    To change the Applications Launcher display: 1. Press Option and then press Menu to access the Applications Launcher. 2. Press Menu again to open the menus. 3. Under Options, select Preferences(/R). 4. Tap the View By pick list and select List. 5.
  • Page 40: Installing And Removing Applications

    Any applications that you install on your handheld resides in RAM memory; you can delete them at any time. To install add-on software on your handheld: 1. Copy or download the application you want to install into the add-on folder in your Handspring (or Palm) directory on your computer. Note: If the software you download is compressed, you need to decompress it into this folder.
  • Page 41 Tip: You can also access the Install Tool dialog box by selecting Install Tool under Handspring on the Start menu, or by double-clicking any file with a PRC file extension. 4. In the User drop-down list, select the name that corresponds to your handheld.
  • Page 42: Removing Applications

    6. Select the application(s) that you want to install on your handheld. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer;...
  • Page 43: Removing Palm Desktop Software

    If you installed Palm Desktop software for the first time when you purchased your Treo handheld, the Palm Desktop software is located in the Handspring folder. If you upgraded from a previous version of Palm Desktop software, these files are most likely located in the Palm folder.
  • Page 44: Working With Expansion Cards

    Working with expansion cards The expansion slot on your handheld enables you to add Secure Digital (SD) cards and MultiMedia Cards (MMC) that extend the functionality and storage capacity of your handheld. Your Treo comes with a mock, non-functional card inside the expansion slot. When you do not have a functioning card inside the expansion slot, reinsert the mock card to protect the slot opening.
  • Page 45: Opening Applications On An Expansion Card

    Opening applications on an expansion card After you insert an expansion card in the expansion slot, you can open any of the applications stored on the expansion card. To open an application on an expansion card: 1. Insert the expansion card into the expansion slot as described in the previous section. The Applications Launcher automatically displays its contents.
  • Page 46: Using The Card Info Application

    4. Tap the Copy To pick list and select the destination: card name, or Handheld. 5. Tap the From pick list and select the location of the application you want to copy: card name, or Handheld. 6. Tap the application you want to copy. 7.
  • Page 47: Security

    Renaming an expansion card If you change the contents of an expansion card, you may at some point want to rename the card to better match it’s contents. To rename an expansion card: 1. Press Menu 2. Under Card, select Rename Card (/R). 3.
  • Page 48: Assigning A Password

    Assigning a password You can assign a password to protect your private records and to lock your handheld. To assign a password: 1. Press Option and then press Menu to access the Applications Launcher. 2. Tap the Security icon 3. Tap the Password box. 4.
  • Page 49: Locking Your Handheld

    4. Do one of the following: To change the password, enter the new password, and hold Option and press Return To delete the password, tap Unassign. Locking your handheld You can also lock your handheld so that you need to enter your password to operate it. There are two ways to lock your handheld: manually and automatically.
  • Page 50: Recovering From A Forgotten Password

    To lock your handheld automatically: 1. Assign a password. 2. Tap the Auto Lock Handheld box. 3. When prompted, enter your password. Tap here 4. Tap one of the following options: Never Prevents your handheld from locking automatically. On power off Locks your handheld when you turn it off, or when it shuts off with the auto-off feature.
  • Page 51 To delete a forgotten password: 1. Tap the Password box. Tap here 2. Tap Lost Password. 3. Hold Option and press Return for Yes. Chapter 3 Page 51...
  • Page 52 Page 52 Managing Your Applications...
  • Page 53: Applications Overview

    Chapter 4 Applications Overview This chapter briefly describes each application and how to open it. Your Treo™ 90 handheld comes with these applications already installed: Date Book Plus Contacts To Do List Memo Pad CityTime Calculator Expense Chapter 4 Page 53...
  • Page 54: Date Book Plus

    Date Book Plus Date Book Plus lets you quickly and easily schedule appointments or any kind of activity associated with a date and/or a time. In Date Book Plus, you can do the following: Enter a description of your appointment and assign it to a specific time and date. Display a chart of your appointments for an entire week to easily spot available times and any potential scheduling overlaps or conflicts, or display descriptions of your appointments for one or two weeks.
  • Page 55: Contacts

    Contacts Contacts enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Contacts, you can do the following: Store thousands of names, addresses, phone numbers, e-mail addresses, and more. Quickly look up, enter, or duplicate names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each name.
  • Page 56: 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 57: Memo Pad

    Memo Pad Memo Pad provides a place to take notes that are not associated with records in other applications such as Date Book Plus, Contacts, or To Do List. In Memo Pad, you can do the following: Take notes or any kind of message on your handheld. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™...
  • Page 58: Citytime

    CityTime CityTime helps you keep track of the time anywhere around the globe. In CityTime, you can do the following: Select a home city as a point of reference. Display the day and time in four other cities simultaneously. Add a definition for any city that isn’t in the default list. Display sunrise and sunset information for your home city.
  • Page 59: Calculator

    Calculator Calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations. In Calculator, you can do the following: Select a view to perform specific types of calculations including: math, trigonometry, finance, logic, statistics, weight/temp, length, area, and volume. Store and retrieve values.
  • Page 60: Expense

    Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the following: Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. Assign expense items to categories so that you can organize and view them in logical groups.
  • Page 61: Common Tasks

    Chapter 5 Common Tasks Your Treo™ 90 handheld includes a full suite of personal information manager (PIM) applications: Date Book Plus, Contacts, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to these applications. It’s easy to transfer what you learn in one application to the other applications because the structure and behavior of these applications are quite similar.
  • Page 62: Editing Records

    Editing records After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your handheld is in editing mode: A blinking cursor One or more edit lines Blinking cursor Edit line Entering text For information on how to enter text using the keyboard on your handheld, the onscreen...
  • Page 63: Deleting Records

    Copy Copies the selected text and stores it temporarily in the memory of your handheld. You can paste the text that you copy into another area of the current application or into a different application. Paste Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text.
  • Page 64: Other Ways To Delete Records

    Other ways to delete records You can also delete records in the following ways: In the Details dialog box of the application, tap Delete, and then hold Option and press Return to finish. Delete the text of the record. Note: In Date Book Plus, if you delete the text of a repeating event, you delete all instances of that event.
  • Page 65: Categorizing Records

    Categorizing records Categorize records in Contacts, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See page 37 for details.) When you create a record, your handheld automatically places it in the category that is currently displayed.
  • Page 66 To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Category pick list 2. Select the category you want to view. The list screen now displays only the records assigned to that category. To define a new category: 1.
  • Page 67: Finding Records

    5. Hold Option and press Return twice to finish. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories. 3.
  • Page 68: Looking Up Contacts Records

    Contacts: The Instant Lookup feature lets you scroll immediately to a Contacts entry by entering the first few letters of a first or last name, or the first name initial and the first few letters of a last name. Expense: The Lookup feature displays the Contacts entries that have data in the Company field.
  • Page 69: Using Find

    Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Press Option and then press Shift to open the Find dialog box. Tip: If you select text in an application before you opening the Find dialog box, the selected text automatically appears in the Find dialog box.
  • Page 70 Note: The first initial and last name search in the Contacts Instant Lookup feature is not available in the Phone Number Lookup feature. Phone Number Lookup displays records that begin with the letters you enter based on the sort method in your Contacts application. For example, if your Contacts are sorted by last name and you enter “su,”...
  • Page 71 Looking up names to add to expense records In Expense, Lookup displays the names of Contacts entries that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1.
  • Page 72: 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: Contacts, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See page 65 for details. To sort records in To Do List and Expense: 1.
  • Page 73: Making Records Private

    Making records private In all PIM applications, except Expense, you can make individual records private. Private records remain visible and accessible until you select the Security setting to hide or mask all private records. See the section that begins on page 47 for details. Hiding and masking private records You can hide records that you mark as private.
  • Page 74 To display all private records: 1. Press Option and then press Menu to access the Applications Launcher. 2. Tap the Security icon 3. Tap the Current Privacy pick list. Tap here 4. Tap Show Records. If you do not have a password, private records become visible. If you have a password, the Show Private Records dialog box appears.
  • Page 75: Attaching Notes

    5. Tap Show Records. 6. Hold Option and press Return to finish. Attaching notes In all PIM applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book Plus, you can attach a note with directions to the location.
  • Page 76: Choosing Fonts

    Choosing fonts In all PIM applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Small font Bold font Large font To change the font style: 1.
  • Page 77: Performing A Hotsync Operation For The First Time

    2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Handspring (or Palm) program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager.
  • Page 78: Beaming Information

    5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove the cable from your handheld. Beaming information Your handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS ®...
  • Page 79 To beam a record, business card, or category of records: 1. Locate the record, business card, or category you want to beam. Press Menu 3. Under Record, select one of the following: The Beam command for an individual record (/B) In Contacts only: Beam Business Card (/M) Beam Category (/Y) 4.
  • Page 80 7. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving handheld. 8. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To receive beamed information: 1.
  • Page 81: Application-Specific Tasks

    Chapter 6 Application-Specific Tasks This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications: Date Book Plus Contacts To Do List Memo Pad CityTime Calculator Expense Chapter 6 Page 81...
  • Page 82: Date Book Plus

    Date Book Plus When you open Date Book Plus, the screen shows the current date and a list of times for a normal business day. Working in Day View Day View shows an hourly calendar for a particular date. If there are events scheduled on that date, they appear in the appropriate time slot.
  • Page 83 You can also schedule events that occur on a particular date but have no specific start or end times, such as birthdays, holidays, and anniversaries. These are referred to as “untimed events.” Untimed events appear at the top of the list of times, marked with a diamond. You can have more than one untimed event on a particular date.
  • Page 84: Rescheduling An Event

    4. Hold Option and press Return 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 entering a description. 5.
  • Page 85: Setting An Alarm For An Event

    Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in Date Book Plus. You can set an alarm to sound minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days.
  • Page 86: Scheduling Repeating Or Continuous Events

    To dismiss a reminder for multiple alarms, do one of the following: Tap the check box next to an item to clear that item from the reminder list. Tap the item text or icon clear the item from the reminder list and jump to that item. Tap Done to close the reminder list without clearing the items.
  • Page 87 Repeat 4. Tap Day, Week, Month, or Year to set how often the event repeats. Tip: For a continuous event, tap Day. 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month.
  • Page 88: Changing The Date Book Plus View

    Considerations for repeating or continuous events Keep the following points in mind: If you change the start date of a repeating event, your handheld calculates the number of days you moved the event. Your handheld then automatically changes the end date to maintain the duration of the repeating event.
  • Page 89: Working In Week View

    Working in Week View Week View shows the calendar of your events for an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule. Previous week Next week Event details...
  • Page 90: Working In Week View With Text

    Working in Week View with Text The Week View with Text shows an entire week with a description of each scheduled event. This view can display one or two weeks at a time and can include To Do items that are due on the dates shown.
  • Page 91: Working In Month View

    Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous or repeating event Dots on right or left side indicate events Dots below date indicate untimed events Month View icon...
  • Page 92: Working In List View

    Tips for using Year View Keep the following points in mind: Tap a day to display the date and events for that day in the title bar. A minus sign indicates only one event is scheduled on that day. A plus sign indicates multiple events are scheduled on that day.
  • Page 93: Spotting Event Conflicts

    Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times.
  • Page 94: Working With To Do Items

    Avoid scheduling a floating event that repeats daily. These events can accumulate quickly unless you complete them each day. When viewing a floating event in a desktop application, the Note field will contain a series of characters: ##f@@@@@@ for an incomplete event and ##c@@@@@@ for a complete event.
  • Page 95: Using Templates

    Using templates You can use templates to create a list of standard events. You can then select an event from this list and add it to your calendar. Since Date Book Plus saves all the event attributes, including alarms and notes, templates can really save you time when entering reminder notices or events that recur on different days and times.
  • Page 96: Date Book Plus Menus

    Date Book Plus menus Date Book Plus menus are shown here for your reference, and Date Book Plus features that are not explained elsewhere in this guide are described here. See page 33 for information about choosing menu commands. Record menu List View Day View New To Do...
  • Page 97 Preferences (Day View) Start/End Time. Defines the start and end times for Date Book Plus screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Event Duration. Defines the default duration for new events. Week Start.
  • Page 98 Display Options Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display.
  • Page 99 Alarm Preferences Alarm Sound. Sets the tone of the alarm. Snooze Sound. Sets the tone of the snooze alarm. Remind Sound. Sets the tone of the reminder alarm. The reminder alarm sounds when the snooze alarm is not acknowledged. Play Sound. Defines how many tones the alarm emits before it stops. The choices are Once, Twice, 3 Times, 5 Times, and 10 Times.
  • Page 100 To Do Preferences Show Categories. Displays the To Do items in the categories you select. Priorities Displayed. Displays To Do items with the selected priority level. The choices are 1 only, 1-2, 1-3, 1-4, and 1-5. Show Priority. Displays the priority level for To Do items. Show Completed Items.
  • Page 101 Week Preferences Time Format. Defines the format of the time display. The choices are No Time, 11p, 11:30p, 23, 23:30. Display To Do. Defines where To Do items will appear on the Date Book Plus screen. The choices are Top, Bottom, and Hide. Week Start.
  • Page 102 Year Preferences Hide Floating and Done Items. Removes floating events and completed To Do items from the Year View display. Hide Untimed Events. Removes untimed events from the Year View display. Hide Zero Duration Events. Removes events without a duration from the Year View display.
  • Page 103: Contacts

    Contacts Contacts is the application where you store name and address information about people or businesses and more. Creating a Contacts entry You can create Contacts entries on your handheld, or you can use your desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
  • Page 104: Duplicating A Contacts Entry

    Tip: To create an entry that always appears at the top of the Contacts list, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld. Duplicating a Contacts entry You can duplicate existing entries, which can be helpful when you want to enter multiple people Copy...
  • Page 105: Changing Contact Entry Details

    Note: To use the Dial command you must first install the Palm SMS application and the appropriate phone driver from the Handspring CD-ROM. To dial a number in your Contacts list: 1. From the Contacts list, use the Instant Lookup feature to select the number you want to call.
  • Page 106: Contacts Menus

    See page 208 for more information. Note: This command appears only if you installed the Palm SMS application and a phone driver from the Handspring CD-ROM. Page 106 Application-Specific Tasks...
  • Page 107: Options Menus

    Options menus Contacts record & edit views Contacts list view Preferences Remember last category. Determines how the Contacts list appears when you return to it from another application. If you select this check box, the Contacts list shows the last category you selected. If you clear it, the Contacts list displays the All category.
  • Page 108 Default country. Determines if North American hyphenation conventions are automatically applied to phone numbers, and whether the following two options are available: When dialing, add this area code to 7 digit numbers. Inserts the area code you specify in front of 7-digit numbers before dialing. Always dial 1 in front of the area code.
  • Page 109: To Do List

    To Do List To Do reminds you of tasks you have to complete. A record in To Do List is called an “item.” To create a To Do item: 1. Press To Do List 2. Enter the text of the To Do item. The text can be longer than one line. New To Do item 3.
  • Page 110: Assigning A Category

    To set a due date for a To Do item: 1. Tap the text of the item whose details you want to change. 2. Tap Details. 3. Tap the Due Date pick list. Tap here 4. Tap the date that you want to assign the item: Today Assigns the current date.
  • Page 111: Checking Off A To Do Item

    4. Tap the category that you want to assign the item. 5. Hold Option and press Return to finish. Tip: If you turn on the Show Categories option in the To Do Show options dialog, you can tap directly on the category in the To Do list to assign categories. Checking off a To Do item You can check off a To Do item to indicate that you’ve completed it.
  • Page 112: To Do List Menus

    See page 208 for more information. Note: This command appears only if you installed the Palm SMS application and a phone driver from the Handspring CD-ROM. Page 112 Application-Specific Tasks...
  • Page 113: Options Menu

    Options menu About To Do List Shows version information for To Do List. Chapter 6 Page 113...
  • Page 114: 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 115: Memo Pad Menus

    See page 208 for more information. Note: This command appears only if you installed the Palm SMS application and a phone driver from the Handspring CD-ROM. Options menus Memo screen Memo list...
  • Page 116: Citytime

    CityTime CityTime enables you to display the day and time in your home city and in four other cities around the globe. Whether you’re travelling or at home, now it’s easy to keep track of the best time to reach your business associates, friends, and family in far away places. Note: CityTime does not automatically update the current time for Daylight Savings Time.
  • Page 117: Adding Cities

    2. Tap the remaining pick lists and select the other three cities you want to display. Tip: You can temporarily display the day and time for any other city by tapping the city’s location on the map display. Adding cities If the city you want to display is not in the predefined list, you can use the Edit Cities command to add it.
  • Page 118: Calculator

    Calculator Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. Basic mode uses input precedence, like most 4-function calculators, and the order of the numbers entered results in an answer regardless of operation. In Advanced mode you can access scientific functions and perform sophisticated math calculations.
  • Page 119: Displaying Recent Calculations

    Displaying Recent Calculations The Basic Calculator’s Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Press Menu 2. Under Options, select Recent Calculations (/I). 3.
  • Page 120 Primary buttons Clears the entire calculation and enables you to begin a fresh calculation. Clears the last digit you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re- enter the number without starting the calculation over.
  • Page 121 Trigonometry buttons Calculates the sine of the current number. Calculates the cosine of the current number. Calculates the tangent of the current number. Calculates the hyperbolic sine of the current number. Calculates the hyperbolic cosine of the current number. Calculates the hyperbolic tangent of the current number. Calculates the arc (inverse) sine of the current number.
  • Page 122 PV = 100,000 FV = 0 2. Enter 12 and tap the P/Yr button to enter the number of payments per year. 3. Tap Edit. 4. Tap the Pmt line and erase all values on the line including zero. 5. Tap Solve. 6.
  • Page 123 Logic buttons Shifts the value to the left and fills the new places with zeros. Enters D in a hexadecimal calculation. Enters E in a hexadecimal calculation. Enters F in a hexadecimal calculation. Calculates bit-by-bit commonalities between two arguments. Calculates bit-by-bit unique occurrences in two arguments. Shifts the sign bit to the right in signed mode.
  • Page 124 Generates a random number between 0 and 32767 and then divides this number by 32768 to generate a random fraction between 0 and .99997. Returns the number of combinations of items taken at a time. Returns the number of permutations of items taken at a time.
  • Page 125 Indicates the current value is entered in nautical miles. When you tap this button after tapping another unit of measure, it converts the value to nautical miles. Indicates the current value is entered in millimeters. When you tap this button after tapping another unit of measure, it converts the value to millimeters.
  • Page 126: Creating A Custom View

    Volume buttons Indicates the current value is entered in teaspoons. When you tap this button after tapping another unit of measure, it converts the value to teaspoons. Indicates the current value is entered in fluid ounces. When you tap this button after tapping another unit of measure, it converts the value to fluid ounces.
  • Page 127: Calculator Menus

    8. From the Advanced Calculator screen, press Menu 9. Under Program, select Import (/I). 10. Tap the pick list and select the view you modified. 11. Tap Import. 12. Tap Replace to change an existing definition, or tap Add to create an additional definition. 13.
  • Page 128: 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 129: Entering Receipt Details

    To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. Tap date 3. Select the new date. 4. Hold Option and press Return to finish. Entering receipt details Expense provides a variety of options that you can associate with an item.
  • Page 130: Customizing The Currency Pick List

    Currency Enables you to choose the type of currency used to pay the Expense item. The default currency unit is defined in the Preferences dialog (see page 134). You can also display up to four other common types of currency. see the next section in this chapter for more information. Vendor and City Lets you record the name of the vendor (usually a company) associated with the expense and the city where the expense was incurred.
  • Page 131: Show Options

    Tap a Country box 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Hold Option and press Return twice to finish. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box.
  • Page 132: Transferring Your Data To Microsoft Excel

    Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your handheld, you can view and print the data with your computer. Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates.
  • Page 133 Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer.
  • Page 134: Expense Menus

    To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report. 4.
  • Page 135 Preferences Use automatic fill. Lets you select an expense type by entering the first letter of an expense type. For example, if you enter the letter “T,” it enters the “Taxi” expense type. Entering “T” and then “E” enters “Telephone” which is the first expense type beginning with the letters “TE.”...
  • Page 136 Page 136 Application-Specific Tasks...
  • Page 137: Setting Preferences For Your Handheld

    Chapter 7 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Treo™ 90 handheld. In the Preferences screens, you can do the following: Buttons Assign different applications to many of the buttons and icons on your handheld and the HotSync ®...
  • Page 138: Buttons Preferences

    Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the application buttons on the front of your handheld and the HotSync button on the cable. For example, if you find that you seldom use To Do List and often use CityTime, you can assign the To Do List button to start CityTime, or any other application on your handheld.
  • Page 139: Connection Preferences

    Connection Preferences The Connection Preferences screen lets you create configurations for communicating with other hardware devices: PC, Modem, Phone, or Local Network, and the method used to connect to the device: Cradle/Cable, Infrared, Serial, or USB. Configurations, or profiles, once activated are available to applications on your handheld.
  • Page 140: Date & Time Preferences

    Date & Time Preferences The Date & Time Preferences screen enables you to set the time, date, time zone, and daylight savings setting for your handheld. See the section that begins on page 21 for information on changing these settings. Digitizer Preferences The Digitizer Preferences screen opens the digitizer calibration screen.
  • Page 141: Time, Date, Week Start, And Numbers Formats

    Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1.
  • Page 142: 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, to adjust the volume level, and to turn the Alarm LED option on and off.
  • Page 143: 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. Note: If you want to enter a name for a new service template, see page 147 for details. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server.
  • Page 144: 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 145: Adding Telephone Settings

    Tap to display a list of connection configurations 2. Select the appropriate Connection. Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card.
  • Page 146 To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this Enter your box if you need to use prefix here a prefix 2. Enter the prefix. 3. Hold Option and press Return to finish. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
  • Page 147: Connecting To Your Service

    To use a calling card: 1. Tap the Use calling card check box to select it. Select this Enter your box to use a calling card calling card number here 2. Enter your calling card number on the Use calling card line. Note: It’s a good idea to add at least three commas at the beginning of your calling card number to compensate for the cue delay.
  • Page 148: Adding Detailed Information To A Service Template

    To duplicate an existing service template: 1. Tap the Service pick list. 2. Tap the predefined service template you want to duplicate. 3. Press Menu 4. Under Service, select Duplicate (/L). A copy of the service template is added to the Service pick list. Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number.
  • Page 149 Idle timeout The Idle timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial-in server when you switch out of a TCP/IP application. To set the Idle timeout: 1. Tap the Idle timeout pick list and select one of the following options: 1 minute Waits one minute for you to open another application before it drops the connection.
  • Page 150: Creating A Login Script

    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 151 Tap here 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command.
  • Page 152: Deleting A Service Template

    Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu. To delete a service template: 1. Tap the Service pick list. 2. Tap the service template you want to delete. 3.
  • Page 153: Owner Preferences

    To view the Network Log: 1. Press Menu 2. Under Options, select View Log (/V). 3. Use the scroll buttons to see the entire Network Log. 4. Hold Option and press Return to finish. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network.
  • Page 154: Phone Preferences

    Phone Preferences The Phone Preferences screen enables you to assign a Connection profile to applications, such as Palm SMS, that must be used in conjunction with your mobile phone. To set Phone Preferences: 1. From the Connection pick list, select the configuration for you mobile phone. Note: If you do not see a Connection that is specific to your phone, select Infrared to GSM Phone if you connect to your phone via the IR port, or select Serial to GSM Phone if...
  • Page 155: Editing A 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. 4. Hold Option and press Return to finish.
  • Page 156 Page 156 Setting Preferences for Your Handheld...
  • Page 157: Advanced Hotsync Operations

    Chapter 8 Advanced HotSync ® Operations ® ® HotSync Manager enables you to synchronize data between one or more Palm OS devices and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Treo™ 90 handheld and your desktop software either directly, by connecting your handheld to the HotSync cable attached to your computer or using infrared communication, or indirectly, with using an optional modem, or a network.
  • Page 158 Available only Starts HotSync Manager and monitors requests automatically when you when Palm open Palm Desktop software. Desktop software is running Manual Monitors requests only when you select HotSync Manager from the Start menu. Tip: If you’re not sure which option to use, keep the default setting: Always available. 4.
  • Page 159: Customizing Hotsync Application Settings

    Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “conduit.” By default, a HotSync operation synchronizes all files between the handheld and your desktop software. In general, you should leave the settings to synchronize all files.
  • Page 160: Ir Hotsync Operations

    6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. next Note: Changing the HotSync setting from the default affects only the 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 161 4. Select Enable infrared communication. Infrared ports The COM port displayed on this screen is the port associated with your infrared device. It should be different from the port currently defined for cable synchronization. 5. Write down the port listed as “Providing application support” so you can configure HotSync Manager for infrared communication.
  • Page 162: Configuring Hotsync Manager For Infrared Communication

    6. Click OK. 7. Disable any other application that opens the IR port. Configuring HotSync Manager for infrared communication Next you need to go to the HotSync Manager and configure it for infrared communication. In Windows 98 and Me, you need to specify the simulated port used for infrared communication. In Windows 2000 and Windows XP, you simply need to activate the infrared menu item.
  • Page 163: Performing An Ir Hotsync Operation

    The HotSync Manager is now communicating with the simulated port defined for infrared communication. Note: You cannot use your cable again until you reconfigure the HotSync Manager to communicate with the port defined for cable synchronization. To configure HotSync Manager for infrared communication with Windows 2000 and Windows XP: 1.
  • Page 164: Returning To Serial Cable Hotsync Operations

    Returning to serial cable HotSync operations It’s easy to return to using the cable for HotSync operations. Note: If you’re using a USB cable and the Local USB option is already selected on the HotSync Manager menu, you don’t need to do anything to return to cable operations. To return to serial cable HotSync operations with Windows 98 and Me: 1.
  • Page 165: Preparing Your Computer

    Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation. Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld. To prepare your computer for a modem HotSync operation: 1.
  • Page 166: 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. Press Option and then press Menu to access the Applications Launcher. 2.
  • Page 167: Selecting The Conduits For A Modem Hotsync Operation

    Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required for modem synchronization. To change the Conduit Setup for a modem HotSync operation: 1.
  • Page 168: Conducting A Hotsync Operation Via A Network

    Conducting a HotSync operation via a network When you use the Network HotSync software, you can take advantage of the Local Area Network (LAN) and Wide Area Network (WAN) connectivity available in many office environments. The Network HotSync software enables you to perform a HotSync operation by using the WAN to dial-in to a network or by using a cable that is connected to any computer on your LAN (provided that the computer connected to the cable also has the Network HotSync software installed, your computer is on, and the HotSync Manager is running).
  • Page 169: Performing A Dial-In Network Hotsync Operation

    5. Click OK. 6. Connect your handheld to the cable and press the HotSync button. The HotSync operation records network information about your computer on your handheld. With this information, your handheld can locate your computer when you perform a HotSync operation over the network.
  • Page 170: Performing A Network Hotsync Operation Via A Lan

    3. Press Return to launch the application. 4. Tap the modem HotSync icon to begin the operation. Performing a network HotSync operation via a LAN You are ready to perform a network HotSync from another computer on your network after you select Network from the HotSync Manager menu on both your primary computer and the computer you want to use for the network HotSync operation.
  • Page 171: Creating A User Profile

    Creating a user profile If you need to configure several Palm OS ® handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into a handheld without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular handheld.
  • Page 172: Synchronizing With Your Desktop E-Mail Application

    To use a profile for the first-time HotSync operation: 1. Connect the new handheld to the HotSync cable. 2. Press the HotSync button on the cable. 3. Click Profiles. 4. Select the profile that you want to load on the handheld, and click OK. 5.
  • Page 173: Preparing Your Computer To Synchronize Desktop E-Mail

    To set up Palm Mail: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Handspring (or Palm), and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your handheld for use with your desktop e-mail application.
  • Page 174: Using Palm Mail On Your Handheld

    5. Click one of the following settings: Synchronize Synchronizes the mail on your handheld and your desktop e-mail application. the files Desktop Replaces the mail on your handheld with the mail in your desktop e-mail overwrites application. You should use this option only if, for some reason, the two handheld inboxes get out of sync.
  • Page 175: Viewing E-Mail Items

    Viewing e-mail items The Message list displays a list of your incoming e-mail items, who sent them, and the date they were received. E-mail items you’ve read have a check next to them. High-priority e-mail items appear in bold. Previously read To open an e-mail item: 1.
  • Page 176: Creating E-Mail Items

    Creating e-mail items You create e-mail items with your handheld the same way you create e-mail with your desktop E-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen.
  • Page 177: Looking Up An Address

    Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Open an e-mail item in the Message list to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didn’t see the original e-mail item (Forward).
  • Page 178: Adding Details To E-Mail Items

    To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Press Menu 4.
  • Page 179 The following details are available: Priority Flags an e-mail item as High, Normal, or Low priority. Creates a blind carbon copy field in the New Message screen. Signature Attaches previously defined text as the closing of an e-mail item. See page 180 for details.
  • Page 180 Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the BCC check box to select it. 3. Hold Option and press Return to finish. BCC field 4.
  • Page 181: 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 182 To retrieve an e-mail item: 1. In the Message list, tap Outbox from the pick list in the upper-right corner. Tap here to display folder list 2. Use the scroll buttons to select the e-mail item you want to retrieve. Tap here to select item Tap to...
  • Page 183: Filing E-Mail

    To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner. 2. Use the scroll buttons to select the draft you want to display. Selected item Tap to edit item 3.
  • Page 184: Deleting E-Mail

    Deleting e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform the next HotSync operation. If you delete an e-mail item from the handheld, it is also deleted from your desktop e- mail application when you perform the next HotSync operation. To delete e-mail: 1.
  • Page 185: Message List Options

    Message list options Message list options enable you to manage the way the Message list displays information. Folders Your handheld provides folders for categorizing your mail. The Message list displays the e-mail items in the folder you select. To select a folder: 1.
  • Page 186: Sorting The Message List

    Sorting the Message list You can sort e-mail items by the date sent, by sender, or by subject. Note: High-priority e-mail items always appear first, no matter how you sort the list. To sort the Message list: 1. In the Message list, tap Show. 2.
  • Page 187: Creating Special Filters

    4. Tap the filtering option you want to apply: During synchronization, all e-mail items in your desktop e-mail Inbox synchronize with your handheld, and all e-mail items in your handheld Outbox are sent to your desktop E-Mail application. Send Only During synchronization, only the e-mail items in your handheld Outbox are sent to your desktop e-mail application;...
  • Page 188 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. To define whether to ignore or receive e-mail: Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings: Tap here Select Filter option...
  • Page 189 Your handheld interprets this as, “Accept e-mail items about the Apollo Project from John Smith or Jack Jones. Do not accept e-mail items from other people. Do not accept e-mail items from John or Jack about any other subject.” sequence When you define a string, note that your handheld searches for any instance of that characters.
  • Page 190 To retrieve high-priority e-mail items: 1. Tap the Filter box in the HotSync Options dialog box. 2. Tap the Retrieve All High Priority check box to select it. check 3. Hold Option and press Return to finish. Note: This setting is applicable only if your e-mail application has the capacity to flag high- priority e-mail items.
  • Page 191: Palm Mail Menus

    Palm Mail menus Palm Mail menus are shown here for your reference, and Palm Mail features that are not explained elsewhere in this guide are described here. See page 29 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e- mail item, or viewing the Message list.
  • Page 192 Page 192 Advanced HotSync® Operations...
  • Page 193: Using The Wireless Application Suite

    An account established with an ISP (Internet Service Provider). Many wireless service providers also provide ISP services. If ISP information is available from your wireless service provider when you configure your wireless communication settings with the Handspring CD- ROM, the installation program sets up your handheld for use with that provider.
  • Page 194: Preparing For Mobile Communications

    Preparing for mobile communications After you install the Wireless Applications Suite software, you’re ready to connect your handheld to your mobile phone and use it for mobile communication. You can connect your handheld and your mobile phone using infrared communication, or using a special cable. To connect your handheld to your mobile phone with infrared communication: 1.
  • Page 195: Blazer Web Browser

    If you already installed the desktop software from the Handspring CD-ROM but didn’t configure the wireless communication settings, select Configure Wireless Suite under Handspring (or Palm) on the Windows Start menu, and follow the instructions on the screen. Viewing web pages You can view web pages whenever you connect to your mobile phone via the IR port or a special cable.
  • Page 196: Working With Bookmarks

    Folder icon 7. Enter the URL you want to view. 8. Hold Option and press Return to finish. 9. Tap Yes to connect now. While a page is loading, a Progress icon appears in the lower right corner of the screen. You can tap links to other pages as soon as they appear.
  • Page 197: Adding Bookmarks

    To view a bookmark: 1. Prepare your handheld and mobile phone for data communications. See page 194 for details. 2. From the Page view, tap the Bookmark view icon 3. Tap the bookmark you want to view. Tap to view more pages Tip: You can also press the scroll buttons to scroll to other pages.
  • Page 198 To define a bookmark: 1. From the Bookmark view, press Menu 2. Under Bookmark, select Add Bookmark (/A). Tip: You can also open the New Bookmark dialog box by tapping an empty bookmark slot. 3. Enter a Name, Description, and URL for the page you want to bookmark. Tap an empty slot...
  • Page 199 Deleting bookmarks If your bookmark list becomes full, or you no longer need an entry, you can delete it. To delete a bookmark: 1. From the Bookmark view, press Menu 2. Under Bookmark, select Edit Bookmark (/E). 3. Tap the entry you want to delete. 4.
  • Page 200: Blazer Menus

    To rearrange bookmark pages: 1. From the Bookmark view, press Menu 2. Under Bookmark, select Edit Bookmark (/E). 3. Drag the page to the slot where you want it to appear. A grey line appears next to the page when it is in drag mode. When dropping a page on the top row, the grey line appears to the left of the slot where the page will appear.
  • Page 201 Properties Displays the Page Properties dialog box where you can view the Page Name, URL, Size (Bytes) and whether the page was loaded from the cache. Bookmarks menu Bookmark view Go menus Bookmark view Page view Options menu Page view Bookmark view Chapter 9 Page 201...
  • Page 202 Preferences Browser tab: Home page. Displays the URL of the current home page selection. Tap this option to open the Set Home Page dialog box and select a different home page. To restore the factory default Home Page setting, tap Restore in the Set Home Page dialog box.
  • Page 203 Preferences (continued) Advanced tab: Cache Size (K). Displays the amount of memory that Blazer reserves to store recently viewed pages. The amount of free memory available on your handheld appears below this option. Clear. Erases all the pages stored in the cache. You cannot cancel or undo this action.
  • Page 204: Palm™ Sms

    Palm™ SMS Palm™ SMS provides a way for you to use your Treo and a GSM mobile phone to exchange short text messages with other people who also use GSM mobile phones and subscribe to an SMS service. These text messages, also called SMS (Short Message Service) messages, are similar to e-mail messages that you send and receive from your computer, but are limited to 160 characters in length.
  • Page 205: Receiving Sms Messages

    Draft Stores messages you’ve created but are not ready to send. You can read or edit draft messages before sending them. Receiving SMS messages When you receive SMS messages, they appear in the Inbox category. The icons to the right and left of the description indicate the item status and whether the message contains a data record.
  • Page 206: Creating Text Messages

    To receive and view data messages: 1. Connect your handheld to your GSM mobile phone. See page 194 for details. 2. From any SMS list view, press Menu 3. Under Message, select Check (/H). Tip: You can also check for incoming messages and send any messages in your outbox simultaneously by tapping Send &...
  • Page 207: Creating A Message Signature

    Tap To 4. Enter the message text. 5. Connect your handheld to your GSM mobile phone. See page 194 for details. 6. Tap one of the following buttons Send Sends the current message. If an error occurs, a message dialog box asks you if you want to save this message to the Outbox.
  • Page 208: Sending Data Via Sms

    3. Enter the signature text. 4. Hold Option and press Return to finish. To add your signature to a message: 1. Create or open the message to which you want to add the signature. 2. Press Menu 3. Under Options, select Add Signature (/Z). Sending data via SMS You can also use Palm SMS to send and receive records from your handheld applications as an SMS message.
  • Page 209: Sms Messaging Menus

    To modify Draft messages: 1. In the Draft category, open the message you want to change. 2. Tap Edit. 3. Edit the message. 4. Tap one of the following buttons: Send Sends the message. If an error occurs, a message dialog box asks you if you want to save this message to the Outbox.
  • Page 210 Preferences Sort by. Enables you to sort messages by Date, Type, Sender, or Content Show Date. Toggles the display of the date on and off. Alert Sound. Activates an alarm ring when you receive a new SMS message. Select the sound you want to play from the pick list. Confirm Deleted Message.
  • Page 211: One-Touch Mail

    Select the One-Touch Mail option when you configure the wireless communication features using the Handspring CD-ROM. If you already installed the desktop software from the Handspring CD-ROM but didn’t install this application, select Configure Wireless Suite under Programs/Handspring (or Palm) on the Windows Start menu, and then select One Touch Mail when prompted to select an application to install.
  • Page 212 Page 212 Using the Wireless Application Suite...
  • Page 213: Maintaining Your Handheld

    Appendix A Maintaining Your Handheld This chapter provides information on the following: Proper care of your Treo™ 90 handheld Maximizing battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: Take care not to scratch the screen of your handheld.
  • Page 214: Resetting Your Handheld

    If the battery drains to the point where your handheld does not turn on, it stores your data safely for about three days. In this case, there is enough residual energy in the battery to store the data, but not enough to turn on your handheld. If your handheld does not turn on when you press the power button, you should charge the battery immediately.
  • Page 215: Performing A Warm (Or Safe) Reset

    Performing a warm (or safe) reset A warm (or safe) reset bypasses system extensions on your handheld, such as HackMaster hacks or system patches. Performing a warm reset enables you to uninstall a third-party application that may be causing a problem. To perform a warm (or safe) reset: 1.
  • Page 216 To restore your data after a hard reset: 1. Click the HotSync Manager icon in the Windows system tray (bottom-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. 3.
  • Page 217: Troubleshooting Tips

    Thousands of add-on applications have been written for Palm OS ® devices. Unfortunately, we are not able to support such a large number of non-Handspring If you are having a problem with a non-Handspring application, software applications. please contact the developer or publisher of that software.
  • Page 218: Operating Problems

    Check the Auto-off setting. See page 141 for details. My handheld has frozen. This is most commonly attributed to conflicts with non- Handspring software. Try each of these in turn: Perform a soft reset. See page 214 for details. Delete any application you recently installed. See page 42 for details.
  • Page 219: Wireless Communication Problems

    Wireless communication problems Problem Solution Confirm that you wireless service plan includes data The Blazer ® application won’t services and not just voice minutes. connect to the Internet If you’re using an infrared connection, make sure the infrared port on your mobile phone is enabled. If you’re using a cable connection, make sure the cable is securely attached to your mobile phone.
  • Page 220 The Palm SMS application Make sure you have a GSM mobile phone. doesn’t work Make sure you installed the proper Palm OS phone driver: 1.Press Option and then press Menu to access the Applications Launcher. 2.Use the scroll buttons to select the Preferences icon 3.Press Return to launch the application.
  • Page 221: Application Problems

    Application problems Problem Solution I tapped the Today button, Your handheld is not set to the current date. Make sure the but it does not show the Set Date box in the Date & Time Preferences screen displays correct date. the current date.
  • Page 222: Hotsync Problems

    USB port, or is running Windows 95 or Windows NT 4.0, you must use a serial cable. If you’re using a USB cable, navigate to the Handspring program group and select the Handspring USB utility.
  • Page 223: Beaming Problems

    I cannot launch the Make sure you are not running another program, such as HotSync Manager. America Online, CompuServe, or WinFax, that uses the port you selected in the Setup dialog box. Reinstall the Palm Desktop software. I am using Outlook as Click the HotSync Manager and choose Custom.
  • Page 224: Password Problems

    If you cannot solve your problem after reviewing the sources listed at the beginning of this appendix, check our web site www.handspring.com for the latest technical support information. Before requesting support, please experiment a bit to reproduce and isolate the problem. When...
  • Page 225: Creating A Custom Expense Report

    Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application.
  • Page 226 To customize a sample Expense Report template: 1. Make a backup copy of the contents of the Template folder. 2. Double-click the name of the sample template you want to modify to open it in Microsoft Excel. 3. Make any changes that you want to the names (or other information) in the sample template. Do not Important: insert rows or columns in the sample template.
  • Page 227: Determining The Layout Of The Expense Report

    Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report. Labels There are two kinds of labels that you need to define for your report: day/date and expense type. always Each kind of label can be either Fixed or Variable.
  • Page 228: Analyzing Your Custom Expense Report

    Analyzing your custom Expense Report If you already have a custom Excel expense report, you can use it with a modified mapping table. However, before you can create a Maptable.xls file that corresponds to your custom Expense Report, you must first analyze the characteristics of your report. Perform the following before you begin a custom mapping table: Print a copy of your custom expense report.
  • Page 229 All rows related to template are selected 4. From the Edit menu, choose Copy. 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6.
  • Page 230 Determine whether the Rows will contain expense or date information, and place an “x” in the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You can place only one “x” in the Row section (columns 2–5). Determine whether the Columns will contain expense or date information, and place an “x”...
  • Page 231 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 232: Using Applications Other Than Microsoft Excel

    Using applications other than Microsoft Excel You can use applications other than Microsoft Excel (such as Lotus 1-2-3 or Quattro Pro) to open and manipulate the Expense data on your computer. The data file is named “Expense.txt,” and is stored in the Expense folder, within the folder containing the handheld user data. Expense data in the Expense.txt file is in tab-delimited format.
  • Page 233: 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 char You may use the caret ( ^ ) to transmit ASCII command characters.
  • Page 234 Page 234 Non-ASCII Characters for Login Scripts...
  • Page 235: Warranty And Other Product Information

    (iii) if Handspring's testing and examination discloses that the alleged defect or malfunction in the product does not exist, (iv) if the defect or malfunction results from the use of the product in conjunction with accessories, other products, or ancillary or pe- ripheral equipment and Handspring determines that there is no fault with the product itself;...
  • Page 236: Handspring, Inc. End User Software License Agreement

    Software. The Software is licensed to be used solely on or in connection with Handspring products. With respect to the Desk- top Software, you may reproduce and provide one (1) copy of such Software for each personal computer on which such Software is used as permitted hereunder.
  • Page 237: Gnu Library General Public License

    ENTIRE AGREEMENT: This License Agreement sets forth the entire understanding and agreement between you and Handspring, supersedes all prior agreements, whether written or oral, with respect to the Software, and may be amended only in a writing signed by both parties.
  • Page 238 Our method of protecting your rights has two steps: (1) copyright the library, and (2) offer you this license which gives you legal permission to copy, distribute and/or modify the library. Also, for each distributor's protection, we want to make certain that everyone understands that there is no warranty for this free library.
  • Page 239 Activities other than copying, distribution and modification are not covered by this License; they are outside its scope. The act of running a program using the Library is not restricted, and output from such a program is covered only if its contents constitute a work based on the Library (independent of the use of the Library in a tool for writing it).
  • Page 240 You may copy and distribute the Library (or a portion or derivative of it, under Section 2) in object code or executable form under the terms of Sections 1 and 2 above provided that you accompany it with the complete corresponding machine-readable source code, which must be distributed under the terms of Sections 1 and 2 above on a medium customarily used for software interchange.
  • Page 241 It may happen that this requirement contradicts the license restrictions of other proprietary libraries that do not normally accompany the operating system. Such a contradiction means you cannot use both them and the Library together in an executable that you distribute. You may place library facilities that are a work based on the Library side-by-side in a single library together with other library facilities not covered by this License, and distribute such a combined library, provided that the separate distribution of the work based on the Library and of the other library facilities is otherwise permitted,...
  • Page 242 Each version is given a distinguishing version number. If the Library specifies a version number of this License which applies to it and “any later version”, you have the option of following the terms and conditions either of that version or of any later version published by the Free Software Foundation. If the Library does not specify a license version number, you may choose any version ever published by the Free Software Foundation.
  • Page 243: Fcc Statement

    Changes or modifications not covered in this manual must be approved in writing by the manufacturer’s Regulatory Engineering Department. Changes or modifications made without written approval may void the user’s authority to operate this equipment. Responsible Party: Handspring, Inc. 189 Bernardo Avenue Mountain View, California 94043-5203 United States of America...
  • Page 244: Acknowledgments

    Acknowledgments We would like to thank the following developers whose contributions were an integral part of the Handspring product: C.E. Steuart Dewar Pimlico Software, Inc. www.gorilla-haven.org/pimlico Darren Beck Code City www.codecity.com.au Rick Huebner www.probe.net/~rhuebner/index.html Page 244 Warranty and Other Product Information...
  • Page 245: Index

    Index saving deleted records 63 saving purged records 64 ABA (Address Book archive file) 34 Automatic fill, in Expense 135 Accented characters Auto-off delay 141 entering 31 Autotext. Keyboard ShortCuts onscreen keyboard 33 Add-on applications 40–43 Address Book archive files (.aba) 34 Backup.
  • Page 246 Charging battery 17 Check boxes 19 Cable CityTime connecting to computer 23 adding cities 117 for local HotSync operations 76, 77 home city 116 mobile phone 193, 194 menus 117 serial 12, 23, 158, 222 opening 58 USB 12, 23 overview 116 Calculator remote cities 116...
  • Page 247 Continuous events Date Book changing 87 archive files (.dba) 34 deleting from Date Book Plus 64, 87 Date Book Plus scheduling 86 adding Contacts data to records Contrast control 14, 16 69–70 Copying alarm 85 contact information 104 changing event time 84 Copying text 63 changing event to untimed 84 Country default setting 140...
  • Page 248 Default E-mail addresses categories 65 in Contacts 104 currency in Expense 135 looking up 177–178 settings. Preferences E-mail items. Mail Deleted Entering data 27–35 data, saving in archive files 63 importing from other applications e-mail, recovering 184 34–35 Deleting using keyboard 27–31 applications 40, 42 using the computer keyboard 33 Bookmarks 199...
  • Page 249 Finding network operation 168 applications 37 operations using IR port 160–164 e-mail addresses 177–178 options for filtering e-mail 186–190 information in applications 67–71 problems with 222–223 phone numbers 69–70 setting options 157–158 using the Find application 69 for synchronizing data 24 Floating events 93 Folders for e-mail 185 Fonts 76...
  • Page 250 menu commands 30 creating 176–177 moving the cursor 29 deleting e-mail 184 numbers 28 desktop configuration 173–174 online Help 63 draft e-mail 182 onscreen 33 editing unsent e-mail 181 ShortCuts for entering data 30, filing e-mail 183 154–155 filtering options 186–190 unlocking 15, 16 folders 185 HotSync options 173–174...
  • Page 251 command equivalents (keyboard) 30 Notes Contacts 106 attaching to records 75 See also Date Book Plus 96 Memo Pad Edit menu 62–63 Numbers Expense 134 decimal point and thousands Mail 191 separator 141 Memo Pad 115, 117, 127 entering 28 menu bar 19, 29 onscreen keyboard 33 Network Preferences 152...
  • Page 252 Pasting text 63 Payment, Expense item 129 Quattro Pro, for expense reports 232 Personal information managers. Quick Lookup 68 Phone Lookup 69–70 Phone numbers selecting types 104 Phone settings for ISP or dial-in Range of times in Day view 97 server 145–147 Reading e-mail on device 175 Pick lists 19...
  • Page 253 Resetting handheld menu commands 30 hard reset 215 predefined 31 location of reset button 16, 214 using 30 soft reset 214 Showing dates in Mail list 185 warm reset 215 Signature 207 Retrieving e-mail. Filters for e-mail Signature for e-mail 180–181 SMS.
  • Page 254 Time alarm setting 85 Undoing actions 62 format 141 Uninstalling Desktop software 43 setting current 21 Unlocking setting event 82 keyboard 16 start and end for Date Book Plus Day Unresponsive handheld 218 view 97 Unsent e-mail, editing 181 Time bars in Date Book Plus 98 Untimed events 83, 84, 85 Time stamps 94 Updating data.

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