Page 1 Treo™ 270 Communicator User Guide GPRS 1.1, 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. All other trademarks and trade names are the property of their respective owners.
Page 3: Table Of Contents
Contents Introduction to Your Treo™ 270 Communicator ......11 Getting to know your communicator ..........11 What is a Treo communicator? .
Page 4 Managing Your Applications ......... 39 Using the Applications Launcher .
Page 5 Finding records ..............67 Looking up Contacts records in PhoneBook .
Page 6 Blazer ................125 Viewing web pages .
Page 7 Expense ................163 Changing the date of an Expense item .
Page 8 ShortCuts Preferences .............196 Creating a ShortCut .
Page 9 Creating a Custom Expense Report ........231 About mapping tables .
Page 10 Page 10 Contents...
Page 11: Introduction To Your Treo™ 270 Communicator
Chapter 1 Introduction to Your Treo™ 270 Communicator This chapter explains the physical buttons and controls on your Treo™ 270 communicator, how to use your communicator 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) Note: We also strongly recommended that you have a desktop Internet connection so that you can access the Handspring web site for support, updates, and other useful information. Upgrade information If you already own a Palm OS ®...
Page 13 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software (this is usually the Handspring or Palm folder), copy (do not move) your user name folder, and store the copy outside the Palm Desktop software folder.
Page 14: Treo Components
Treo components Locating front panel controls Speaker Screen Headset jack Keyboard Rocker switch Contrast/ Brightness control Application buttons Option key Microphone Scroll buttons Page 14 Introduction to Your Treo™ 270 Communicator...
Page 15 Speaker Functions as the earpiece on your Treo. Headset jack Enables you to connect a hands-free headset for use with the wireless features. Use only headsets that are compatible with your communicator. Rocker switch Enables you to navigate on your communicator with just one hand. You can use the rocker switch as an alternate method to perform a variety of tasks, such as adjusting the call volume level on your phone.
Page 16 Locating top panel controls Antenna Power button IR port Stylus Ringer switch Antenna Receives and sends wireless communication signals. The antenna does not telescope out of your communicator. Stylus Serves as the instrument used to tap options on your communicator screen. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil.
Page 17: Inserting The Sim Card
Locating back panel components Reset button SIM card door Charger and USB/serial con- nector SIM card door Secures your SIM (Subscriber Identity Module) card in your phone. 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.
Page 18: Charging The Battery
Charging the battery To use your communicator, you must connect the travel charger or the HotSync cable and charge the battery. When you’re near your computer, connect your communicator to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 24. When travelling, connect the travel charger cable directly to your communicator as shown in this section.
Page 19: Turning Your Treo On And Off
Turning your Treo on and off Your Treo communicator has two operating modes: a handheld mode and a wireless mode. You can turn the handheld mode and the wireless mode on and off independent of each other. When you turn on the handheld mode, you can use organizer applications such as Date Book Plus and To Do List.
Page 20: Adjusting The Display
Adjusting the display Depending on the lighting conditions or temperature of the environment where you use your communicator, you may need to adjust the brightness and color saturation of the display. The Adjust Display dialog box contains two sliders. The upper slider adjusts color saturation and the lower slider adjusts brightness.
Page 21: Elements Of The Communicator Interface
Elements of the communicator interface Menu bar Pick list Check box Command buttons 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 appear in dialog boxes buttons and at the bottom of application screens.
Page 22: Moving Around The Screen
oving around the screen You can move between entry fields, pick lists, check boxes, and other options by using the stylus, the scroll buttons, or the rocker switch. To move around the screen do one of the following: Tap an item with the stylus. Press the scroll buttons to scroll through the items on the screen.
Page 23 The following procedures for setting the time and date give you an example of how to customize your communicator. You make changes to the time and date in General preferences. To set the current time: 1. Tap the Set Time box. Tap here 2.
Page 24: Using The Headset
You can connect a headset for hands-free operation. Your Treo is compatible with the included headset and other headsets listed at www.handspring.com. If you need to use your phone while driving and this is permitted in your area, we recommend using a headset.
Page 25 To connect the HotSync cable: 1. Connect the travel charger cable to the short end of the Hotsync cable. Be sure to match the sides of the connectors labeled “UP.” 2. Connect the USB HotSync cable to a USB port on your computer, or connect the Serial HotSync cable to a Serial port on your computer.
Page 26: 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 communicator.
Page 27: Using Your Communicator With Microsoft Outlook
Microsoft Outlook/Exchange or a corporate e-mail account that is behind a firewall. The Internet Edition is designed for use with a POP3 e-mail account that’s accessed via an ISP. To use Treo Mail, you must establish a Handspring Treo Mail Service account and download the software from the Treo Mail website: www.handspring.com/treomail.
Page 28 Page 28 Introduction to Your Treo™ 270 Communicator...
Page 29: Entering Data In Your Communicator
Chapter 2 Entering Data in Your Communicator This chapter explains how to enter data into your Treo™ 270 communicator using each of the following methods: Using the communicator keyboard Using the onscreen keyboard Using your computer keyboard Importing data Using the communicator keyboard The communicator keyboard is the primary method you’ll use to enter data into your communicator.
Page 30: 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 31: Typing Accented Characters
Typing accented characters The ListType feature enables you to enter accented characters. You can enter the following accented letters: à á ä â ã å ç è é ë ê ì í ï î ñ ò ó ö ô õ ù ú ü û ý ÿ To enter accented characters: 1.
Page 32: Navigation Keystrokes
~ ™ † ‡ & × _ ~ • – — ƒ × \ ÷ ¦ ƒ ¥ ‰ £ ¥ £ ‰ º <[{‹ µ ¹ ¼ ½ >]}› µ ² ø ³ 3. Press ListType 4. Use the scroll buttons to select the extended symbol you want to insert. 5.
Page 33: Using Menus
Using menus Menus on your communicator are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on which part of the application you’re using.
Page 34: Using Text Shortcuts
To use keyboard shortcuts for menu commands: 1. Press Menu to open the menu bar. 2. Type the menu command shortcut letter. For example, to choose Copy in the Edit menu, press Menu followed by the letter “c.” Tip: When the menu bar is open, you can enter a shortcut letter for any menu item in the current application view, not just the ones that appear on the current menu.
Page 35: Using The Onscreen Keyboard
Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your communicator. 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 36: 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 communicator 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 communicator.
Page 37 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your communicator, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Chapter 2 Page 37...
Page 38 Page 38 Entering Data in Your Communicator...
Page 39: Managing Your Applications
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Treo™ 270 communicator, 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 communicator is equipped with a variety of applications.
Page 40: 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 communicator to switch to another application. Your communicator automatically saves your work in the current application and displays it when you return to that application.
Page 41: Changing The Applications Launcher Display
Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher. To change the Applications Launcher display: 1.
Page 42: Choosing Preferences
Any applications that you install on your communicator resides in RAM memory; you can delete them at any time. To install add-on software on your communicator: 1. Copy or download the application you want to install into the add-on folder in your Handspring (or Palm) directory on your computer. Page 42...
Page 43 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 communicator.
Page 44: Removing Applications
6. Select the application(s) that you want to install on your communicator. 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 45: Removing Palm Desktop Software
Return twice to finish. 7. Check the Backup folder (under your user name folder in the Handspring or Palm folder) on your computer. If you find a PRC file for the application you just removed, delete the PRC file from the Backup folder.
Page 46: Assigning A Password
Assigning a password You can assign a password to protect your private records. 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. Enter a password. 5.
Page 47: Recovering From A Forgotten Password
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 Delete. Recovering from a forgotten password If you forget your password, you can delete the password from your communicator. Deleting a forgotten password also deletes all entries and files marked as Private.
Page 48 Page 48 Managing Your Applications...
Page 49: Applications Overview
Chapter 4 Applications Overview This chapter briefly describes each application and how to open it. Your Treo™ 270 communicator comes with these applications already installed: PhoneBook Date Book Plus Blazer ® SMS Messaging To Do List Memo Pad CityTime Calculator Expense SIM Book SIM Services...
Page 50: Phonebook
PhoneBook PhoneBook enables you to make and receive telephone calls, and to keep names, addresses, phone numbers, and other information about your personal or business contacts. In PhoneBook, you can do the following: Store thousands of names, addresses, phone numbers, e-mail addresses, and more, in your Contacts list.
Page 51: 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 52: Blazer Web Browser
Blazer Web Browser Blazer is a wireless Internet browser that lets you browse your favorite web sites while you’re on the go. Note: To use Blazer, you must subscribe to GPRS and Internet services from your wireless service provider. If you prefer, you can dial-in to your ISP (Internet Service Provider) account.
Page 53: Sms Messaging
SMS Messaging SMS Messaging provides a way for you to exchange short text messages with other people who use GSM mobile phones and subscribe to an SMS service. Some wireless service providers also provide a gateway to communicate with e-mail addresses. In SMS Messaging, you can do the following: Send and receive short text messages.
Page 54: 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 55: 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, PhoneBook, or To Do List. In Memo Pad, you can do the following: Take notes or any kind of message on your communicator. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™...
Page 56: 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 57: 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 58: Expense
Note: If you do not see the Expense icon, you need to install the Desktop software from the Handspring CD-ROM and perform a HotSync operation to install this application. The Expense application is not pre-installed on your communicator. Page 58...
Page 59: Sim Book
SIM Book SIM Book enables you to view and manage the phone list on your SIM card. In SIM Book, you can do the following: Copy entries from your speed dial list to your SIM card so you can access your phone numbers if you move your SIM card to another phone.
Page 60: Sim Services
SIM Services SIM Services enables you to access applications on your SIM card that are provided by your wireless service provider. Note: Some wireless service providers do not put applications on the SIM card. In SIM Services, you can do the following: Access applications from your wireless service provider on your SIM card.
Page 61: Common Tasks
Chapter 5 Common Tasks In addition to the wireless communication applications, your Treo™ 270 communicator also includes a full suite of personal information manager (PIM) applications: Date Book Plus, the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to several applications.
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 communicator 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 communicator, the onscreen...
Page 63: Deleting Records
Copy Copies the selected text and stores it temporarily in the memory of your communicator. 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 the Contacts view in PhoneBook, 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 39 for details.) When you create a record, your communicator 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 In Phonebook
PhoneBook: The Instant Lookup feature lets you scroll immediately to a Contacts record in PhoneBook 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 in PhoneBook 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 PhoneBook 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 view in PhoneBook. 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 in Phonebook that have data in the Company field. You can add these names to a list of attendees associated with an Expense record.
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 view in PhoneBook, 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, however, until you select the Security setting to hide or mask all private records. See the section that begins on page 45 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 communicator indicating that the process is complete. After the HotSync process is complete, you can remove your communicator from the cable. Beaming information Your communicator is equipped with an IR (infrared) port that you can use to beam information to another Palm OS device that’s close by and also has an IR port.
Page 79 3. Under Record, select one of the following: The Beam command for an individual record (/B) In the Contacts view in PhoneBook only: Beam Business Card (/M) Beam Category (/Y) 4. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving communicator.
Page 80 To receive beamed information: 1. Turn on your communicator. 2. Point the IR port directly at the IR port of the transmitting communicator to open the Beam Status dialog box. 3. When the Beam dialog box appears, select a category for the entry. Tip: If you do not select a category the entry is placed in the Unfiled category.
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: PhoneBook Date Book Plus Blazer ® SMS Messaging To Do List Memo Pad CityTime Calculator Expense...
Page 82: Phonebook
PhoneBook PhoneBook is the application where you store name and address information about people or businesses, and where you place and receive telephone calls. PhoneBook has four main views. You can place and receive calls from within any view, and you can also receive calls when the screen is off (but wireless mode must be on).
Page 83 The status bar at the top of each view provides information about wireless mode on your phone. Several of the following common icons may appear in the status bar: Network Displays the name of your wireless service provider. If you are outside a coverage Name area, “No service”...
Page 84: Using The Speed Dial View
Using the Speed Dial view You can store up to 50 phone numbers in the Speed Dial list. There are five pages of numbers that hold ten numbers per page. Tip: You can keep your Speed Dial list organized by storing different types of numbers on different pages.
Page 85: Calling A Speed Dial Number
Adding Contacts list entries to your Speed Dial list To save time while creating your Speed Dial list, you can add entries from your Contacts list. To add an entry from your Contacts list to your Speed Dial list: 1. Tap a blank Speed Dial button. 2.
Page 86: Changing A Speed Dial Entry
Selected button Tip: During a call, if you are prompted to enter a menu selection, enter the numbers with the keyboard. If you defined any Extra Digits, such as an extension, tap Extra Digits. 5. Close the lid to end the call. Changing a Speed Dial entry You can change any of the information associated with a Speed Dial button.
Page 87: Deleting Speed Dial Entries
Deleting Speed Dial entries If your Speed Dial list becomes full, or you no longer need an entry, you can delete it. Note: You cannot delete the Speed Dial button for your wireless service provider’s voicemail service. To delete a Speed Dial entry: 1.
Page 88: Using The Dial Pad View
Using the Dial Pad view The Dial Pad view provides access to a more traditional phone interface. You can use this view to dial numbers that are not in your Speed Dial or Contacts list. To dial a number with the Dial Pad: 1.
Page 89 To create a new Contacts entry: 1. Press PhoneBook repeatedly to access the Contacts view 2. Press Menu 3. Under Record, select New Contact (/N). Cursor at Last name 4. Enter the last name of the person you want to add to your Contacts list. 5.
Page 90: Selecting Types Of Phone Numbers
To duplicate an entry: 1. From the Contacts view, select the name you want to duplicate. 2. Press Menu 3. Under Record, and select Duplicate Contact (/T). 4. Edit the entry as necessary. 5. Hold Option and press Return to finish. Calling a number in your Contacts list You can dial any number that you’ve entered in your Contacts list.
Page 91 4. Under Record, select Edit Contact (/E). 5. Tap the pick list next to the label you want to change. triangle 6. Select a new label. 7. Hold Option and press Return to finish. Changing Contact entry details The Contact Entry Details dialog box provides a variety of options that you can associate with an entry.
Page 92: Using The Active Call View
Using the Active Call view After you dial and establish a connection, or receive an incoming call, the Active Call view icon appears in the lower left corner of the PhoneBook screen, and the Active Call view appears: Keyboard shortcuts appear below buttons Note: If you dialed a Speed Dial entry that includes predefined Extra Digits such as an...
Page 93: Adjusting Call Volume
To end a call, do any of the following: Close the lid (if the headset is not attached). Press Backspace Press the button on the headset (if it is attached). Tap Hang Up. Adjusting call volume You can adjust the volume level from the Active Call view when a call is in progress. To adjust the call volume, do one of the following: Roll the rocker switch up, or press the top scroll button, to increase the volume.
Page 94: Placing Calls On Hold
Placing calls on hold You can place an active call on hold while you use other applications on your communicator or complete another task. To place a call on hold: 1. Place or answer a call. Call status indicator Tap Hold Tap Off Hold 2.
Page 95 Caller’s name and phone number if available Tap Drop & Answer Tap Ignore to send Tap Hold & Answer call to voicemail Note: Make sure the Disable Call Waiting option on the Call Preferences screen is off. When this option is off the Disable Call Waiting check box is empty. See the section that begins on page 101 for more information.
Page 96: Forwarding Calls
To use 3-way calling: 1. Answer or place two calls. 2. Tap 3-way Call to join the two calls. 3-way Call 3. Tap Cancel 3-way to return to the previous active call and to place the other call on hold, or tap Hang Up to end both calls.
Page 97: Other Ways To Make A Call
Other ways to make a call In addition to using the Speed Dial, Contacts, and Dial Pad views, you can also place calls in the following ways: Redialing the last number Returning a missed call Dialing an emergency number Redialing the last number You can redial the last number you called.
Page 98: Using The Call History List
Calling an emergency number Your Treo provides easy access to emergency numbers such as 911 in the United States or 112 in Europe. You don’t need to unlock your SIM card or even have the SIM card installed to call an emergency number.
Page 99 Tap arrow to select the call category: All, Missed call Incoming, Outgoing, or Missed Outgoing call Incoming call Tap Details to view time and duration 3. Tap the pick list at the top of the screen to display a specific type of call: Missed, Incoming, or Outgoing.
Page 100: Barring Calls
Purging Call History Your Treo continues accumulating Call History information for up to 1,000 calls until you purge the Call History list. To conserve storage space, we recommend that you purge this list periodically. Note: Using the Purge function permanently removes the calls from your communicator. You cannot undo this process to restore the information.
Page 101: Phonebook Menus
4. Tap the Outgoing pick list and select which type of outbound calls you want to prevent: None, All, International, or International except calls home. 5. Tap the Incoming pick list and select which inbound calls you want to prevent: None, All, Only when roaming.
Page 102: Record Menus
Record menus Contacts list view Contacts edit view Call History list view Contacts record view Options menus Contacts view Dial Pad & Speed Dial views Contacts record & edit views Call History list view Opens a dialog where you can lock your SIM card to prevent unauthorized Phone use of your communicator’s wireless mode features.
Page 103 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. Enable first name lookup.
Page 104 Dial Preferences Dial, Email, SMS. Provides third-party applications access to PhoneBook’s dialing functions. In most cases you do not need to change these settings. 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.
Page 105 Select Network Available networks. Enables you to manually select a network. This is (continued) useful when roaming and there are multiple networks available. When you manually select a network, your Treo finds only that network until you either choose another network, or enable Automatic Reselection. Automatic Reselection.
Page 106: 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 107 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 108: 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 109: 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 110: Scheduling Repeating Or Continuous Events
Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day.
Page 111: Considerations For Repeating Or Continuous Events
Changing and deleting repeating or continuous events If you change or delete a repeating or continuous event you can apply the action to only the current event, to all instances of the event, or to the current event and instances that follow. To change or delete repeating events: 1.
Page 112: Changing The Date Book Plus View
Changing the Date Book Plus view In addition to displaying the calendar for a specific day, you can also display a whole week in graph or text format, a month, a year, or a list of your appointments, as well as the current time. To cycle through Day, Week, Week with Text, Month, Year, and List views: Repeatedly press Date Book Plus to display the next view.
Page 113: Working In Week View With Text
Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event. The Week View shows the time span defined by the Start Time and End Time in the Date Book Plus Preferences settings.
Page 114: 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 115: 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 116: 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 117: 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 118: 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 119: 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 120 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 121 Display Options Scroll Before Day Move. Determines whether the front panel scroll (continued) buttons will scroll up and down within the current day before scrolling to the previous or next day. Auto-scroll Time. Displays events based on the time of day when the Day View contains more than one screen of information.
Page 122 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 123 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 124 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 125: Blazer
Blazer If you can’t hold the world in the palm of your hand, at least you can hold the World Wide Web when you use Blazer to browse the Internet on your communicator’s screen. In most cases, your communicator is pre-configured with your wireless service provider’s settings. If it is not pre-configured, contact your wireless service provider to obtain the correct settings and follow the instructions on page 184 to configure a new service template.
Page 126: Working With Bookmarks
5. Enter the URL you want to view. 6. Hold Option and press Return to finish. 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. You don’t need to wait until a page fully loads.
Page 127: Adding Bookmarks
Tap to view more pages Tip: You can also press the scroll buttons to scroll to other pages, and roll the rocker switch to scroll through the current page. To view the selected page, press the rocker switch. Adding bookmarks You can store up to 100 bookmarks and group them in categories by placing similar links on the same bookmark page.
Page 128: Editing Bookmarks
Tap an empty slot 4. Hold Option and press Return to finish. Editing bookmarks You can change the title, description, or URL associated with any of your bookmarks. To edit a bookmark: 1. From the Bookmark view, press Menu 2. Under Bookmark, select Edit Bookmark (/E). Tap a bookmark Page icons 3.
Page 129 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 130: 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 131: Options Menu
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 Browser Preferences...
Page 132 Browser Initial view. Determines whether the Page view or Bookmark view appears Preferences when you start the Blazer application. The default option is Page view. (continued) Images. Determines depth of color used to display graphic images. You can also choose to not display images at all. The options are: No Images (fastest), Black &...
Page 133: Sms Messaging
SMS Messaging In addition to dialing and receiving voice calls, you can use your Treo to send and receive short text messages. 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 134: Receiving Sms Messages
Receiving SMS messages When you receive SMS messages, the New SMS Messages alert appears. You can receive SMS messages during a data session, but you cannot receive a message during a voice call. Note: You can receive SMS messages even if you don’t subscribe to your wireless service provider’s SMS service.
Page 135: Viewing Messages
Tips: To view additional incoming messages, press SMS Messaging You can also dismiss the alert dialog box by pressing the rocker switch or the top scroll button. In the Select Action dialog box, roll the rocker switch or press the scroll buttons to highlight an action, and then hold Option and press Return to finish.
Page 136 To send an SMS message reply: 1. From the SMS Messages Inbox, select the message to which you want to reply. Selected message Tap Reply to respond to the message 2. Press Menu 3. Under Message, select Reply (/R). 4. Enter the message text. When you reply to an SMS message, SMS Messaging fills in the To field for you.
Page 137: Saving Contact Information
Saving contact information You can capture contact information from your SMS messages and use it to create a Contacts entry in PhoneBook. You can capture the sender’s information, or information included in the text of the message. To save the sender’s information: 1.
Page 138 To create an SMS text message: 1. From any SMS Messaging list view, press Menu 2. Under Message, select New (/N). Note: If you defined a signature, it automatically appears at the end of your message. See page 139 for details on defining a signature. 3.
Page 139: Creating A Message Signature
Boilerplate 6. Hold Option and press Return to finish. 7. Make sure wireless mode is on. See page 19 for details. 8. Hold Option and press Return to send the message. The message goes into the Pending category until your phone transmits the message. After your message transmits, your Treo places a copy in the Sent category.
Page 140: Creating Boilerplates
Creating boilerplates When you create a message you can use the Boilerplate pick list to insert predefined text in your message. You can also add items to the list and modify any of the items you add. 1. From any SMS Messaging list view, press Menu 2.
Page 141: Modifying Messages
To forward messages: 1. From the SMS Inbox or Sent category, tap the header of the message you want to forward. 2. Press Menu 3. Under Message, select Forward (/F). Tip: You can edit the forwarded message before sending it. 4.
Page 142: Sorting Messages
Sorting messages 1. From any SMS Messaging list view, press Menu 2. Under Options, select Sort. 3. Tap the Sort by pick list to select the sort method you want to use. Tap arrow to select sort method Date Places the most recent messages at the top of the list. This is the default sort method.
Page 143: Sms Messaging Menus
Older than 1 Deletes all messages in the current category with a date earlier than 1 week week prior to the current date. Older than 1 Deletes all messages in the current category with a date earlier than 1 month month prior to the current date.
Page 144 Options menus Message views List views Preferences SMS Message Center number. Enables you to enter the number for your wireless service provider’s SMS message center. This number is stored on your SIM card. SMS Email Center number. Enables you to enter the telephone number for your wireless service provider’s e-mail gateway.
Page 145: 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 Option and then press Date Book Plus Tip: You can also access To Do List by tapping the To Do List icon in the Applications Launcher.
Page 146: Setting A Due Date
Setting a due date You can associate a due date with any To Do item. You can also sort the items that appear in the list based on their due date. To set a due date for a To Do item: 1.
Page 147: Checking Off A To Do Item
Tap here 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.
Page 148: To Do List Menus
2. Select any of the following settings: Show Displays your completed items in the To Do list screen. If you turn off Completed this setting, your To Do items disappear from the list when you Items complete (check) them. Items that no longer appear on the list because you turn off this setting have not been deleted.
Page 149: 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 communicator. A record in Memo Pad is called a “memo.” To create a new memo: 1.
Page 150: Memo Pad Menus
Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this guide are described here. See page 33 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo.
Page 151: 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 152: 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 153: Calculator
Calculator Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. In Advanced mode you can access scientific functions and perform sophisticated math calculations. This section explains how to select the operating mode and use the buttons and menu options available in each mode.
Page 154: 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 155 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 156 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 157 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 158 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 159 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 n items taken m at a time. Returns the number of permutations of n items taken m at a time. Weight/Temp buttons Indicates the current value is entered in ounces.
Page 160 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 161: 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 162: 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 163: Expense
Note: If you do not see the Expense icon, you need to install the Desktop software from the Handspring CD-ROM and perform a HotSync operation to install this application. The Expense application is not pre-installed on your communicator. 3. Enter the amount of the expense.
Page 164: 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 165: 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 169). 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 166: 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 167: Transferring Your Data To Microsoft Excel
Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your communicator, 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 168: Using Expense Report Templates
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 169: 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 170 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 171: Sim Book
SIM Book In addition to storing your phone number and billing information, your SIM card also contains a phone list where you can store names and numbers that are separate from your Contacts and Speed Dial lists. By storing a phone list on your SIM card, you have immediate access to your phone list if you move your SIM card to another phone.
Page 172: Copying Entries From Your Sim Card To Your Speed Dial List
Copying entries from your SIM card to your Speed Dial list Just as you can copy entries from your PhoneBook Speed Dial list to your SIM Book, you can also copy entries from your SIM card to your PhoneBook Speed Dial list. To copy entries from your SIM card to your Speed Dial list: 1.
Page 173: Dialing Entries On Your Sim Card
Dialing entries on your SIM card In addition to storing phone numbers on your SIM card, you can also dial numbers using SIM Book. To dial entries from your SIM card: 1. Tap SIM in the pick list in the upper-right corner. Tip: You can also dial entries from your Speed Dial list by tapping Speed Dial instead.
Page 174: Sim Services
SIM Services The SIM Services application provides an interface between your SIM card and your phone. It enables your SIM card to store applications from your wireless service provider that can control functions on your phone. For example, your wireless service provider might offer an application that provides a secure connection for online banking services.
Page 175: Setting Preferences For Your Communicator
Chapter 7 Setting Preferences for Your Communicator The Preferences screens enable you to customize the configuration options on your Treo™ 270 communicator. In the Preferences screens, you can do the following: Buttons Assign different applications to the application buttons on the front of your communicator and the button on the HotSync ®...
Page 176: Buttons Preferences
Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the application buttons on the front of your communicator and the HotSync button on the cable. For example, if you find that you seldom use SMS Messaging and often use To Do List, you can assign the SMS Messaging button to start To Do List.
Page 177: Buttons 2 Preferences
Buttons 2 Preferences The Buttons 2 Preferences screen enables you to choose which applications open when you press Option in combination with the application buttons on the front of your communicator. You can also re-assign the applications associated with the rocker switch and opening the lid on your communicator.
Page 178: Setting Wireless Modem Configurations
Auto Defines a dynamic serial connection between your communicator and a modem. Detect to Use this connection type with third-party applications that need to reconfigure Modem the serial port when communicating with a modem. USB/ Defines a direct serial or USB connection between your communicator and your Serial desktop computer.
Page 179 The name of the current configuration appears at the top of the screen. 3. Tap the Connection Method pick list and select Wireless Modem to Modem. 4. Tap the Dialing pick list and select TouchTone. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5.
Page 180: Digitizer Preferences
4. Tap the Dialing pick list and select TouchTone or Rotary. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume. 6. Tap Details. 7. Enter the initialization string appropriate for your communicator. 8.
Page 181: Formats Preferences
Formats Preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your communicator. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your communicator.
Page 182: General Preferences
General Preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, the beam receive feature, and sounds for your communicator. See the section that begins on page 22 for information on setting the time and date. Auto-off delay Your communicator has an automatic shutoff feature that turns off the power after a period of inactivity.
Page 183: Network Preferences
Network Preferences Network Preferences let you choose the network settings that the Blazer web browser and other Internet applications use to connect to the Internet. Your communicator may already be configured for use with one or more Internet service templates that are offered by your wireless service provider.
Page 184: Creating Additional Service Templates
Creating additional service templates You can create additional service templates by duplicating existing service templates and editing information or from scratch. After you duplicate or create a new service template, you can add and edit settings as described in the sections that begin on page 184. Note: Some pre-defined service templates are locked by the wireless service provider and cannot be duplicated.
Page 185: Entering A User Name
Entering a user name Although the User Name field can contain multiple lines of text, only two lines appear onscreen. This field identifies the name you use when you log into your wireless service provider, your Internet Service Provider, or your dial-in server. Many wireless service providers do not require a user name for GPRS connections.
Page 186: Configuring Gprs Settings
Enter password here Tap here 3. Hold Option and press Return to finish. Note: The Password field updates to display the word “Assigned.” Configuring GPRS settings When you select the APN field, your communicator opens a dialog box in which you define the Access Point Name (APN) you use to connect a GPRS network server.
Page 187 To select Details and Advanced GPRS settings: 1. Tap Details. Select alternate network 2. Tap the Fallback pick list and select the network service you want to use if the current selection fails. 3. Tap Advanced. Note: The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses.
Page 188: Configuring Dial-In, Isdn, Infrared, And Usb/Serial Settings
Configuring dial-in, ISDN, infrared, and USB/serial settings When you select the Phone field, your communicator 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 189: Disabling Call Waiting
Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1.
Page 190: Entering Advanced Dial-In, Isdn, Infrared, And Usb/Serial Settings
Entering Details for dial-in, ISDN, infrared and USB/serial settings If you are using a copy of a predefined service template, you probably do not need to enter Details settings. If you are creating a new service template, you may need to provide additional information for your ISP or dial-in server.
Page 191 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 192: Creating A Login Script
To enter a primary and secondary DNS: 1. Tap the Query DNS check box to deselect it. 2. Tap the space to the left of the first period in the Primary DNS field, and then enter the first section of the IP address. Note: Each section must be a number from 0 to 255.
Page 193: Deleting A Service Template
Wait For Tells your communicator to wait for specific characters from the TCP/IP server before executing the next command. Wait For Detects a challenge-response prompt from the server and displays a Prompt dynamically generated challenge value. When you enter the challenge value into your token card, this generates a response value for you to enter on your communicator.
Page 194: 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 page 33 for more information about choosing menu commands. Service menu Options menu TCP/IP troubleshooting...
Page 195: Owner Preferences
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. When you try to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number.
Page 196: Ringer Preferences
Ringer Preferences The Ringer Preferences screen controls the behavior of the ringer on your communicator. You can control the ring volume, select unique ring tones for incoming voice calls and SMS messages, and turn the vibrate option on and off for each of the two ringer switch positions. To select Ringer Preferences: 1.
Page 197: Editing A Shortcut
To create a ShortCut: 1. Tap New. 2. On the ShortCut name line, enter the letters you want to use to activate the ShortCut. Tap New 3. Tap the ShortCut Text area and enter the text that you want to appear when you type the ShortCut characters.
Page 198 Page 198 Setting Preferences for Your Communicator...
Page 199: 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™ 270 communicator and your desktop software either directly, by connecting your communicator to the HotSync cable attached to your computer or using infrared communication, or indirectly, with using the built-in wireless modem or a network.
Page 200 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 201: 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 communicator and your desktop software. In general, you should leave the settings to synchronize all files.
Page 202: 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. 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 203 3. Click the Options tab. 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 204: 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, you simply need to activate the infrared menu item.
Page 205: 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: 1.
Page 206: 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 207: Preparing Your Computer
Preparing your computer There are a few steps you must perform to prepare your computer for a wireless 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 communicator. To prepare your computer for a wireless HotSync operation: 1.
Page 208: Preparing Your Communicator
Preparing your communicator There are a few steps you must perform to prepare your communicator for a wireless HotSync operation. To prepare your communicator for a wireless HotSync operation: 1. Press Option and then press Menu to access the Applications Launcher. 2.
Page 209: Selecting The Conduits For A Wireless Hotsync Operation
Selecting the conduits for a wireless HotSync operation The Conduit Setup dialog box on your communicator enables you to define which files and/or applications synchronize during a wireless HotSync operation. You can use these settings to minimize the time required for wireless synchronization. To change the Conduit Setup for a wireless HotSync operation: 1.
Page 210: 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 211: Performing A Dial-In Network Hotsync Operation
5. Click OK. 6. Connect your communicator to the cable and press the HotSync button. The HotSync operation records network information about your computer on your communi- cator. With this information, your communicator can locate your computer when you perform a HotSync operation over the network.
Page 212: Performing A Network Hotsync Operation Via A Lan
To perform a dial-in network HotSync operation: Press Option and then press Menu to access the Applications Launcher. 2. Tap the HotSync icon 3. 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 213: Creating A User Profile
Creating a user profile If you need to configure several Palm OS ® communicators 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 communicator 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 communicator.
Page 214 To use a profile for the first-time HotSync operation: 1. Connect the new communicator 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 communicator, and click OK. 5.
Page 215: Maintaining Your Communicator
Appendix A Maintaining Your Communicator This chapter provides information on the following: Proper care of your Treo™ 270 communicator Maximizing battery life Resetting your communicator Caring for your communicator Your communicator is designed to be rugged and reliable and to provide years of trouble-free service.
Page 216: Resetting Your Communicator
If the battery becomes low in the course of normal use, an alert appears on the communicator screen describing the low battery condition. If this alert appears, connect your communicator to the HotSync cable or travel charger to charge the battery. If the battery drains to the point where your communicator does not turn on, it stores your data safely for about three days.
Page 217: Performing A Warm (Or Safe) Reset
Performing a warm (or safe) reset A warm (or safe) reset bypasses system extensions on your communicator, 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 218 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 219: Troubleshooting Tips
If you encounter a problem with your Treo™ 270 communicator: Review this section to see if your problem is listed Check our web site at www.handspring.com for the latest technical support information Note: Thousands of third-party add-on applications have been written for Palm OS ®...
Page 220: Operating Problems
Operating problems Problem Solution My communicator won’t Try each of these in turn: turn on. Adjust the display settings. Make sure the battery is fully charged. Perform a soft reset. See page 216 for details. If your communicator still does not operate, try a hard reset.
Page 221: Tapping And Keyboard Problems
Tapping and keyboard problems Problem Solution When I tap the buttons or Calibrate the screen. See page 180 for details. screen icons, it activates the wrong feature. Not all applications or screens have menus. Try changing to a When I press Menu different application.
Page 222 I called my wireless service Some wireless service providers require 24 hours or more to provider to activate my activate your wireless service. If it has been longer than your service, but wireless mode still wireless service provider’s activation period, report the problem doesn’t work to your wireless service provider.
Page 223 Some incoming caller’s Find out if a caller has blocked their Caller ID. names don’t appear in Call Call History does not show names for records you marked History hidden in your Contacts list. The Blazer ® application won’t Your Treo supports General Packet Radio Service (GPRS) connect to the Internet which provides a persistent Internet connection.
Page 224 Some phone numbers don’t Make sure the number you want is identified as a mobile appear in the SMS Lookup number in your Contacts list. Only mobile phone numbers and e-mail addresses appear when you use the SMS Message Manager Address by Last Name Lookup feature. I can’t send SMS messages Make sure SMS services are enabled on your account by checking the SMS Preferences dialog to see if the SMS...
Page 225: Application Problems
Application problems Problem Solution I tapped the Today button, Your communicator is not set to the current date. Make sure but it does not show the the Set Date box in the General Preferences screen displays correct date. the current date. See page 23 and page 182 for details. I know I entered some Check the Categories pick list (upper-right corner of the records, but they do not...
Page 226: 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, insert the Handspring CD into your computer, use Windows Explorer or My Computer to navigate to the Utilities folder, and then run the Visor USB registry utility.
Page 227 I did a HotSync Click the HotSync Manager and choose Custom. Make sure that the operation, but one of my conduit appears on the list and that it is set to Synchronize the files. applications did not See page 201 for details. synchronize.
Page 228: Beaming Problems
Check the following on your communicator: I tried to do a wireless HotSync operation, but Confirm that you are inside a coverage area, and that the signal is it did not complete strong. successfully. (continued) Make sure the dialing instruction dials the correct phone number. If you need to dial an outside line prefix, make sure you selected the Dial Prefix option on your communicator and entered the correct code.
Page 229: 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 230 Page 230 Troubleshooting Tips...
Page 231: 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 232 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. Important: Do not insert rows or columns in the sample template.
Page 233: 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. Each kind of label can be either Fixed or Variable.
Page 234: 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 235 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 236 9. Determine the Label settings. The orientation of the data fields (Row, Column) appears in the yellow section of the table. 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”...
Page 237 12. Define whether the Section is in list format. This setting appears in the light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: 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 238: 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 communicator user data. Expense data in the Expense.txt file is in tab-delimited format.
Page 239: 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 240 Page 240 Non-ASCII Characters for Login Scripts...
Page 241: Advanced Call Forwarding Options
Appendix E Advanced Call Forwarding Options Some wireless service providers support advanced call forwarding options through the use of GSM feature codes. These advanced call forwarding options are turned on and off and configured by dialing specific code numbers with your communicator. Note: Not all wireless service providers support all of these codes.
Page 242: Forwarding Calls That You Do Not Answer
Forwarding calls that you do not answer Code What it does *61*number_to_ Forwards all calls you receive and do not answer. This option is similar to forward_to# the way that voicemail typically works. *#61# Reports whether or not you activated the call forwarding for calls you do not answer option.
Page 243: Other Product Information
Exposure To Radio Frequency Energy (SAR) In order to comply with FCC RF exposure safety guidelines, users MUST use a Handspring brand body-worn ac- cessory during body-worn operation. Use of accessories not provided by Handspring or that have not been tested for RF exposure compliance with this product may not comply with the FCC RF exposure safety guidelines and should not be used.
Page 244: Safety And General Information
1-1992; Cenelec EN 50360; and Industrie Canada RF exposure guidelines. In order to comply with FCC RF exposure safety guidelines users MUST use a Handspring brand body-worn acces- sory during body-worn operation. Use of accessories not provided by Handspring or that have not been tested for RF exposure compliance with this product may not comply with the FCC RF exposure safety guidelines and should not be used.
Page 245: Acknowledgments
Emergency calls may not be possible on all wireless phone networks or when certain net- work services and/or phone features are in use. Check with local service providers. 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.
Page 246 Page 246 Other Product Information...
Page 247: Index
Index Numerics SIM Services 60 SMS Messaging 53 3-way calling 96 To Do List 54 viewing as icons 41 viewing as list 41 See also Add-on applications ABA (Address Book archive file) 36 Applications Launcher 39–41 Accented characters Appointments. See Date Book Plus entering 31 Archive files onscreen keyboard 35...
Page 248 Boilerplates 140 displaying 98 Bold font for text 76 incoming calls 99 Bookmarks missed calls 97, 98, 99 adding 127 outgoing calls 99 arranging 129 purging 100 deleting 129 Call Waiting, disabling 189, 208 editing 128 Caller ID 92, 95, 97, 103 Brightness control 15, 20 Calling card, using in phone settings 189, Business card for beaming 78...
Page 249 Color control 15, 20 records 61 depth 132 To Do List items 145 COM port. See USB, port and Serial port Currency Combining categories 67 default 170 Comma delimited files, importing data defining 165 from 36 for Expense items 165 Command buttons 21 Current date 23, 225 Command equivalents (keyboard) 33...
Page 250 Month view 114 upgrading 12 notes for records 75 See also PIM opening 51 Dial Pad overview 51 dialing numbers 88 private records 73 icon 88, 241 purging records 64 Dialing repeating events 64, 110–111 applications 104 scheduling events 106–108 emergency numbers 98 selecting dates 106 from Call History 99...
Page 251 Exchanging data. See HotSync Exclamation marks in To Do List 148 Handheld mode 19 Expense Hard reset 217 adding PhoneBook data to records 71 Headset categorizing records 65 connecting 24 creating records 61, 163 Headset jack 15 currency 165, 170 Help date of item 163 Keyboard 63...
Page 252 Ignoring calls 92 Letters Importing data 36–37 font style 76 Incoming calls 92–96, 98 onscreen keyboard 35 Indicators Light, see LED 16 battery 16, 83 Linking call status 94, 95 external file 212 call waiting 95 with desktop software. See HotSync missed call 97 List (Date Book Plus view) 115 network service 83...
Page 253 Memos. See Memo Pad login scripts 192 Menus 33–34, 221 name 83 Blazer 130 password 185 choosing 33 phone settings 188 command equivalents (keyboard) 33 preferences 183–195 Date Book Plus 119 primary DNS 187, 191 Edit menu 62–63 secondary DNS 187, 191 Expense 169 selecting service 183 Memo Pad 150, 152, 162...
Page 254 Passwords 46–47 Preferences 22 changing 46 Blazer 131 creating 46 Buttons 176, 177 deleting 46 Call 103 for network 185 choosing 42 forgotten 47, 229 Connection 177 Pasting text 63 dialing 104 Payment, Expense item 164 Digitizer 180 Personal information managers. See PIM Formats 181 Phone application General 182...
Page 255 displaying a category of 66 Scroll bar 21 editing 62–63 Scroll buttons 15, 22, 88, 126, 135 Expense 163 Searching. See Finding fonts 76 Secondary DNS 187, 191 hiding private 45, 73 Security 45–47 lost 225 changing password 46 Memo Pad 149 deleting password 46 notes for 75 displaying owner’s name 195...
Page 256 purging messages 142 TCP/IP 194 receiving messages 134 TDA (To Do List archive file) 36 replying to messages 136, 137 Technical Support 229 resending messages 141 Templates 140 signature 139 for Date Book Plus 118 sorting messages 142 for expense reports 168 SMS Messaging Text menus 143...
Page 257 Transmitting data. See Beaming informa- tion Vendor for Expense item 165 Turning off communicator Vibrate 196 automatically 182 Voicemail 84, 92, 97 problems with 220 icon 83 Turning on and off 19 Volume 15 Turning on communicator application buttons 15 displaying owner’s name 195 problems with 220 Warm reset 217...

Handspring Treo 270 User Manual

Introduction to Your Treo™ 270 Communicator

Entering Data in Your Communicator

Managing Your Applications

Applications Overview

Common Tasks

Application-Specific Tasks

Setting Preferences for Your Communicator

Advanced Hotsync Operations

Maintaining Your Communicator

Troubleshooting Tips

Creating a Custom Expense Report

Non-ASCII Characters for Login Scripts

Advanced Call Forwarding Options

Other Product Information

Index

Quick Links

Troubleshooting

Need help?

Questions and answers

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Summary of Contents for Handspring Treo 270