Handspring Visor Visor Deluxe Handheld User Manual

Handspring visor deluxe handheld user guide

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Page 1 Visor ™ Handheld User Guide...
Page 2 Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs.
Page 3: Table Of Contents
Contents About This Guide ... 1 Chapter 1: Introduction to Your Visor Handheld Getting to know your Visor handheld ...3 What is a Visor handheld? ...3 System requirements ...4 Upgrade information ...5 Visor components ...6 Installing the batteries ...10 Tapping and typing ...11 Tap with the stylus to get things done ...11 Elements of the handheld interface ...12 Opening applications ...13...
Page 4 Chapter 3: Managing Your Applications Using the Applications Launcher... 37 Selecting applications ... 37 Switching between applications ... 37 Categorizing applications ... 37 Changing the Applications Launcher display ... 38 Choosing preferences ... 39 Installing and removing applications ... 40 Installing add-on applications ...
Page 5 Sorting lists of records ...73 Making records private ...74 Hiding private records ...74 Attaching notes ...76 Choosing fonts ...77 Chapter 6: Application Specific Tasks Date Book ...80 Scheduling an event ...80 Rescheduling an event ...84 Setting an alarm for an event ...84 Scheduling repeating or continuous events ...85 Changing the Date Book view ...87 Working in Week View ...87...
Page 6 Calculator... 123 Selecting the Calculator mode ... 123 Using the Basic Calculator buttons ... 123 Displaying Recent Calculations ... 124 Using the Advanced Calculator mode ... 124 Using the Advanced Calculator buttons ... 125 Creating a custom view ... 133 Calculator menus ...
Page 7 Chapter 8: Advanced HotSync® Operations Selecting HotSync setup options...177 Customizing HotSync application settings ...180 Conducting a HotSync operation via modem...182 Preparing your computer ...182 Preparing your handheld ...183 Selecting the conduits for a modem HotSync operation ...185 Performing a HotSync operation via a modem ...186 Conducting a HotSync operation via a network ...186 Connecting to your company’s dial-in server ...186 Using File Link...188...
Page 8 Carriage return and line feed ... 247 Literal characters... 248 Warranty and Other Product Information Handspring, Inc., Limited Warranty ... 249 Handspring, Inc., End User Software License Agreement ... 252 GNU Library General Public License ... 254 FCC Statement... 261 Canadian RFI Statement ... 261 Acknowledgments...
Page 9: About This Guide
About This Guide Welcome to the Visor™ handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your Visor handheld and the applications that come with it.
Page 10 Page 2...
Page 11: Chapter 1: Introduction To Your Visor Handheld
Chapter 1 Introduction to Your Visor Handheld This chapter explains the physical buttons and controls on your Visor handheld computer, how to use your Visor handheld for the first time, and how to use HotSync technology to synchronize your Visor ®...
Page 12: System Requirements
16 MB recommended 25 MB available hard disk space VGA monitor or better CD-ROM drive (you can also download the Palm Desktop software from http://www.handspring.com, or order 3.5" diskettes from Handspring) Mouse USB port (for USB cradle) Serial port (for serial cradle) Macintosh minimum requirements MacOS 8.1 or later (for USB cradle)
Page 13: Upgrade Information
Upgrade information If you already own a handheld that is compatible with the Palm Computing platform, Handspring recommends that you install the ® version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software.
Page 14: Visor Components
Each handheld must have a unique name After you complete the upgrade process described above, you have two handhelds with the same name. This is an undesirable situation. Each handheld must have a unique name in order to prevent unexpected results during HotSync operations and other complications.
Page 15 Application Activates the individual applications that correspond buttons to the icons on the buttons: Date Book, Address Book, To Do List, and Memo Pad. See “Buttons preferences” in Chapter 9 for details on reassigning these buttons to activate any application on your Visor handheld. Tip: Scroll Displays text and other information that extends...
Page 16 Using the backlight If you have difficulty seeing the information on your Visor handheld, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. Tip: In addition, you can assign the full-screen pen stroke to activate the backlight.
Page 17 Locating back panel components Springboard expansion slot protector Stylus Springboard Slides in and out of the Springboard expansion expansion slot slot. You can replace the slot protector with a protector Springboard expansion module to add features to your handheld. Stylus Slides in and out of the slot in the back panel of the handheld.
Page 18: Installing The Batteries
Installing the batteries To use your Visor handheld, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the handheld. See “Battery considerations” in Appendix A for more information. To install the batteries: 1.
Page 19: Tapping And Typing
Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your Visor handheld, setup instructions appear on the screen.
Page 20: Elements Of The Handheld Interface
Elements of the handheld interface Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons buttons appear in dialog boxes and at the bottom of application screens.
Page 21: Opening Applications
Next/ Tap the up and down arrows to display the previous previous and next page of information; tap the left and right arrows arrows to display the previous and next record. Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time.
Page 22: Using Menus
To open an application: 1. Tap the Applications icon 2. Tap the icon of the application that you want to open. If you have many applications installed on your Visor handheld, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti Tip: character for the first letter of its name.
Page 23 Tap the Menu icon 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. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use.
Page 24: Three Ways To Enter Data
Draw the Command stroke anywhere in the Graffiti area, and immediately write the corresponding command letter in the Graffiti letter area. When you draw the Command stroke, the word “Command” appears just above the Graffiti writing area to indicate that you are in Command mode. Command For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.”...
Page 25 Onscreen keyboard When you create or edit a record in an application such as Address Book, you can open the onscreen alphabetic and numeric keyboards to enter data. Tap here for alphabetic keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard.
Page 26 Write letters here Your Visor handheld also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
Page 27 Using Palm Desktop software If you have new records you want to add to your Visor handheld and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your handheld.
Page 28: 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 29: Palm Desktop Software
To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. 3. Tap a month. 4. Tap the current date. Palm Desktop software Palm Desktop software includes the same main applications as your Visor handheld: Address Book, Date Book, To Do List, Memo Pad, Expense, and desktop e-mail connectivity.
Page 30: Connecting The Cradle
Windows 95, Windows NT, or MacOS 8.0 or earlier, you need a serial cradle to connect to your computer. You can purchase a serial cradle from http://www.handspring.com. To connect the cradle: 1. Plug the cable from the Visor handheld cradle into the USB port or serial port on your computer.
Page 31: Using Your Handheld With Microsoft Outlook (Windows Only)
PIM. You must install the software that came with your Visor 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: http://www.handspring.com. Chapter 1 Page 23...
Page 32: Installing A Springboard Module
Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld. To install a Springboard module, simply remove the slot protector and insert the module in the Springboard expansion slot until the connectors are secure. Page 24 Introduction to Your Visor Handheld...
Page 33: Chapter 2: Entering Data In Your Visor Handheld
Chapter 2 Entering Data in Your Visor Handheld This chapter explains how to enter data into your Visor handheld computer, by writing with the stylus in the Graffiti using the onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications.
Page 34 Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers.
Page 35: Graffiti Tips
4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen.
Page 36: The Graffiti Alphabet
The Graffiti alphabet Letter Strokes Space Carriage Return Page 28 Letter Strokes Back Space tap twice Period Entering Data in Your Visor Handheld...
Page 37: Writing Capital Letters
Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes.
Page 38: Graffiti Numbers
Graffiti numbers Number Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active.
Page 39: Writing Symbols And Extended Characters
Symbol Period Comma Apostrophe Question Exclamation Additional Graffiti punctuation Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen.
Page 40: Writing Accented Characters
Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.”...
Page 41: Navigation Strokes
Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Graffiti ShortCuts...
Page 42: Using The Onscreen Keyboard
Your handheld includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard.
Page 43: Using Your Computer Keyboard
Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software, or any supported PIM, to enter information. You can then perform a HotSync to synchronize the information on your computer with the information on your handheld.
Page 44 To import data: 1. Open Palm Desktop software. 2. Click the application into which you want to import data. 3. If you are importing records that contain a field with category names, do the following: Select All in the Category box. Be sure that the same categories that appear in the imported file also exist in the application.
Page 45: Chapter 3: Managing Your Applications
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Visor handheld computer, 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 To open the Applications Launcher, tap the Applications icon Selecting applications...
Page 46: Changing The Applications Launcher Display
To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list.
Page 47: Choosing Preferences
To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1.
Page 48: Installing And Removing Applications
Visor handheld. To learn more about these applications, go to the web site: http://www.handspring.com. Note: Any game or application that you install on your handheld resides in RAM memory; you can delete them at any time.
Page 49 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC file extension. 4. In the User drop-down list, select the name that corresponds to your Visor handheld.
Page 50: Installing Games
5. Click Add. 6. Select the application(s) that you want to install on your handheld. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove.
Page 51: Removing Applications
Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld.
Page 52: Security
Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: Turn off and lock your handheld so that it does not operate until you enter the correct password.
Page 53: Changing Or Deleting A Password
Changing or deleting a password Once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1.
Page 54: Recovering From A Forgotten Password
To lock your handheld with a password: 1. Perform a HotSync operation to synchronize the data between your handheld and your computer. See “Other ways to delete records” in Chapter 5 for information on synchronizing your data. 2. Assign a password. 3.
Page 55: Chapter 4: Overview Of Basic Applications
Chapter 4 Overview of Basic Applications This chapter briefly describes each application and how to open it. Your Visor handheld computer includes these basic applications: Date Book Date Book Plus Address Book To Do List Memo Pad Calculator CityTime Expense Chapter 4 Page 47...
Page 56: Date Book
Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.
Page 57: Date Book Plus
Date Book Plus Date Book Plus is an enhanced version of the Date Book application. In addition to all the standard Date Book features, it provides a variety of advanced views and functions. In Date Book Plus, you can do the following: View To Do List items in select calendar views.
Page 58: Address Book
Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.
Page 59: 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 60: Memo Pad
Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: Take notes or write any kind of message on your handheld computer.
Page 61: Calculator
Calculator Calculator enables you to perform addition, subtraction, multiplication, division and a variety of scientific calculations. In Calculator, you can do the following: Perform basic calculations. Store and retrieve values. Display the last series of calculations, which is useful for confirming a series of “chain”...
Page 62: 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 63: 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 64 Page 56 Overview of Basic Applications...
Page 65: Chapter 5: Common Tasks
Chapter 5 Common Tasks This chapter provides instructions on how to do tasks that you can do in most or all of the basic applications. It’s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar.
Page 66: 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 Edit line Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see...
Page 67 Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace. Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.
Page 68: Deleting Records
Deleting records To delete a record in any of the basic applications: 1. Select the record you want to delete. 2. Tap the Menu icon 3. Tap Record, and then tap the Delete command: Date Book: Delete Event Address Book: Delete Address To Do List: Delete Item Memo Pad: Delete Memo Expense: Delete Item...
Page 69: Purging Records
Purging records Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.
Page 70: Exchanging And Updating Data: Hotsync Operations
Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time.
Page 71 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager.
Page 72: Categorizing Records
Categorizing records Categorize records in the Address Book, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.) When you create a record, your handheld automatically places it in the category that is currently displayed.
Page 73 To move a record into a category: 1. Select the record you want to categorize. 2. In Address Book only: Tap Edit. 3. Tap Details. 4. Tap the Category pick list to display the list of available categories. 5. Select the category for the record. 6.
Page 74 To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category.
Page 75 To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5.
Page 76: Finding Records
Finding records Your handheld offers several ways to find information quickly: : Find locates any text that you specify, always All applications starting with the current application. Date Book, To Do List, Memo Pad List screen and lets you add the information that appears in this list to a record.
Page 77: Using Find
The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.
Page 78: Using Phone Lookup
Using Phone Lookup Phone Lookup displays the Address List screen and lets you add the information that appears in this list to a record. To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad.
Page 79 Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: While entering text number for someone with the last name “Williams,” write the Graffiti characters for “Wi” and then the Phone Lookup Command stroke “/L.”...
Page 80 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6.
Page 81: Sorting Lists Of Records
Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have List screens: Address Book, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See “Categorizing records”...
Page 82: Making Records Private
Making records private In all basic applications except Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide all private records. See “Security” in Chapter 3 for more information. Hiding private records You can hide records that you mark as private.
Page 83 Tap Show 4. Enter your password, and then tap Show. To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Chapter 5 Page 75...
Page 84: Attaching Notes
Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location.
Page 85: Choosing Fonts
Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1.
Page 86 Page 78 Common Tasks...
Page 87: Chapter 6: 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 Date Book Plus Address Book To Do List Memo Pad Calculator CityTime Expense...
Page 88: Date Book
Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day.
Page 89 3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area.
Page 90 To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
Page 91 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti...
Page 92: Rescheduling An Event
Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4.
Page 93: Scheduling Repeating Or Continuous Events
Alarm for untimed events In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen. For example, you set an alarm for an untimed event that occurs on February 4th.
Page 94 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date.
Page 95: Changing The Date Book View
Changing the Date Book view In addition to displaying the calendar for a specific day, you can also display a whole week or month, as well as the current time. Note: The Date Book Plus application includes additional calendar views and extended features. You can select Date Book Plus as your default Date Book application.
Page 96 Previous week 3. Tap an event to show a description of the event. Tips for using Week View Keep the following points in mind: To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and have the time selected for a new event.
Page 97: 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. Month View button You can control the dots and lines that appear in the Month View. See “Options menu”...
Page 98: Date Book Menus
Date Book menus Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Page 90 Event...
Page 99 Display Options Enables you to change Date Book’s appearance and which events display. Chapter 6 Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
Page 100 Preferences About Date Shows version information for Date Book. Book Page 92 Defines the start and end times Start/End Time. for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.
Page 101: Date Book Plus
Date Book Plus In addition to all the standard Date Book features, Date Book Plus provides three extra views: Week View with Text, Year View, and List View. Date Book Plus also includes advanced features such as floating events, To Do List integration, the Daily Journal, and templates. This section describes the views and features which are unique to Date Book Plus.
Page 102: Working In Year View
Working in Year View The Year View shows an overview of your calendar for an entire year. Description of event on selected date Indicates selected date Year View button Tips for using Year View Keep the following points in mind: Tap a day to display events for that day in the title bar.
Page 103: Working In List View
Working in List View The List View is a text oriented view that is integrated with To Do List. It displays a list of events and To Do items for the selected week(s). Selected week’s dates Tips for using List View Keep the following points in mind: Tap a line to select it.
Page 104 You can distinguish a floating event from an integrated To Do List item by the circle that appears next to the floating event (in place of the To Do List item priority number and check box). Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do List items and untimed events.
Page 105: Working With To Do List Items
Working with To Do List items Date Book Plus can create and display To Do List items. To Do List items appear in priority order at the top of the Day View screen. To create To Do List items in Date Book Plus: 1.
Page 106: Using The Daily Journal
Using the Daily Journal You can use the Daily Journal feature to record events as they occur. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule. The Daily Journal is especially useful for tracking activities such as sales calls, start and end times for consulting or other work, or keeping a record of how you spend your time at the office.
Page 107: 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 108: Using Snooze Alarms
Using snooze alarms When you set alarms in Date Book Plus, the Reminder & Snooze dialog box appears in place of the standard reminder message. You can use this dialog box to reset the alarm to sound in a specified period of time.
Page 109 Record menu New To Do Creates a new To Do List item and adds it to your Date Book Plus and To Do List database. Duplicate Item Creates a copy of the selected event and opens the Details dialog box for the new event. UnDelete from Restores the last event you deleted from Date Archive...
Page 110 Preferences Page 102 Defines the start and end times Start/End Time. 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. Defines the default duration for Event Duration.
Page 111 Display Options Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts . Controls how times Compress Day View appear in the Day View. When Compress Day View is off, all time slots display.
Page 112 Alarm Preferences Page 104 Sets the tone of the alarm. Alarm Sound. Sets the tone of the snooze alarm. Snooze Sound. Sets the tone of the reminder Remind Sound. alarm. The reminder alarm sounds when the snooze alarm is not acknowledged. Defines how many tones the alarm Play Sound.
Page 113 To Do Preferences Go to Week Enables you to jump to a specific week by tapping the week number in the current year. Chapter 6 Displays the To Do List items Show Categories. in the categories you select. Displays To Do List items Priorities Displayed.
Page 114 Week Preferences Page 106 Defines the format of the time Time Format. display. The choices are No Time, 11p, 11:30p, 23, 23:30. Defines where To Do List items Display To Do. will appear on the Date Book Plus screen. The choices are Top, Bottom, and Hide.
Page 115 Month Preferences Chapter 6 Displays events that you Show Timed Events. assigned to a specific time. Displays events that you Show Untimed Events. assigned to a date, but did not assign to a specific time. Show Daily Repeating Events. repeat each day. Include Week Numbers in Title.
Page 116 Year Preferences Page 108 Hide Floating and Done Items. events and completed To Do List items from the Year View display. Removes untimed events Hide Untimed Events. from the Year View display. Hide Zero Duration Events. without a duration from the Year View display.
Page 117 List View Preferences About Date Shows version information for Date Book Plus. Book+ Chapter 6 Determines which type of events Date Book. appear in the List View display. The choices are: Appt, Float, Done, Alarms Only, and Repeat events only appear once. Determines which type of To Do List To Do.
Page 118: Address Book
Address Book Address Book is the application in which you store name and address information about people or businesses. Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your handheld, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
Page 119: Selecting Types Of Phone Numbers
4. Use the Next Field Graffiti stroke to move to the First Name field. Tip: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7.
Page 120: Changing Address Entry Details
3. Tap the pick list next to the label you want to change. 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1.
Page 121: Address Book Menus
Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen.
Page 122 Rename Custom These custom fields appear at the end of the Fields Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Shows version information for Address Book.
Page 123: To Do List
To Do List A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List item: 1. Press the To Do List application button handheld to display the To Do List.
Page 124: Checking Off A To Do List Item
To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it.
Page 125: Setting A Due Date
To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date.
Page 126: To Do Show Options
To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Items Show Only Due...
Page 127: To Do List Menus
Show Due Dates Displays the due dates associated with items Show Priorities Show Categories 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this guide are described here.
Page 128: 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 129: Reviewing Memos
Reviewing memos The first line of a memo appears in the Memo List. This makes it easy to locate and review your memos. To review a memo: 1. In the Memo List, tap the text of the memo. 2. Review or edit the text in the memo. 3.
Page 130 Options menus Memo List Go to Top of Moves to the top (first) line of the memo. Page Go to Bottom of Moves to the bottom (last) line of the memo. Page Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Shows version information for Memo Pad.
Page 131: 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 132: Displaying Recent Calculations
Recalls the stored value from memory and inserts it in the current calculation. Clears any value that is stored in the Calculator memory. 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”...
Page 133: Using The Advanced Calculator Buttons
Using the Advanced Calculator buttons In addition to most of the Basic Calculator buttons, the Primary buttons are available in all the Advanced Calculator views. The remaining buttons are available only in specific views. Primary buttons Clears the entire calculation and enables you to begin a fresh calculation.
Page 134 Calculates the inverse of x to the y power. Calculates the common (base 10) logarithm. Calculates the natural (base e) logarithm. Displays the remainder of x/y. Displays the decimal portion of a decimal value. Trigonometry buttons Calculates the sine of the current number. Calculates the cosine of the current number.
Page 135 Finance buttons Finance buttons enable you to find an unknown variable value based on a group of known variable values. To solve a finance variable: 1. Enter a value and tap the corresponding button. 2. Repeat step 1 until you’ve entered four of the following five variables: N, APR, PV, Pmt, and FV.
Page 136 Calculates the change in a value by a given percentage. To use this button, enter a value, tap this button, enter the percent, and then tap the equal sign button. Calculates the percentage of one number relative to another number. To use this button, enter the first number, tap this button, enter the second number, and then tap the equal sign button.
Page 137 Statistics buttons Adds the current value to the end of the statistics memory list. You can store up to 200 values. Calculates the mean of the values in the statistics memory list. Calculates the standard deviation based on a population of n.
Page 138 Indicates the current value is entered in tons. When you tap this button after tapping another unit of measure, it converts the value to tons. Indicates the current value is entered in milligrams. When you tap this button after tapping another unit of measure, it converts the value to milligrams.
Page 139 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. Indicates the current value is entered in centimeters. When you tap this button after tapping another unit of measure, it converts the value to centimeters.
Page 140 Indicates the current value is entered in square meters. When you tap this button after tapping another unit of measure, it converts the value to square meters. Indicates the current value is entered in hectares. When you tap this button after tapping another unit of measure, it converts the value to hectares.
Page 141: Creating A Custom View
Indicates the current value is entered in liters. When you tap this button after tapping another unit of measure, it converts the value to liters. Indicates the current value is entered in cubic inches. When you tap this button after tapping another unit of measure, it converts the value to cubic inches.
Page 142: Calculator Menus
Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menus Basic Calculator About Shows version information for Calculator.
Page 143: 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.
Page 144: Selecting Remote Cities
Selecting remote cities In addition to your home city, you can display the day and time for four other cities anywhere around the globe. These other cities are called remote cities. To set your remote cities: 1. Tap a pick list in the lower part of the CityTime screen and select the city closest to the city you want to display.
Page 145: Citytime Menus
CityTime menus CityTime menus are shown here for your reference, and CityTime features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menu About CityTime Shows version information for CityTime.
Page 146: 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 147: Changing The Date Of An Expense Item
Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount. This technique takes advantage of the automatic fill feature.
Page 148: Customizing The Currency Pick List
3. Select any of the following options: Category Type Payment Currency Vendor and City Lets you record the name of the vendor Attendees 4. Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list.
Page 149 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol.
Page 150: Show Options
5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. 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. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.
Page 151: Transferring Your Data To Microsoft Excel
Windows-based computer. For information on using Expense with a Macintosh, visit this web site: http://www.handspring.com Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates.
Page 152 4. If you want to define an end date for the expense report, enter the date in the End Date box. Note: If you do not specify an end date, all expense entries for the selected categories appear — up to the date of the last HotSync operation.
Page 153 If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. Chapter 6 Page 145...
Page 154 To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. 3. Enter name, department, and other information as necessary for your expense report. 4.
Page 155: Expense Menus
Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Preferences About Expense Shows version information for Expense.
Page 156 Page 148 Application Specific Tasks...
Page 157: Chapter 7: Communicating Using Your Handheld
Chapter 7 Communicating Using Your Handheld The previous chapter described the features of your Visor handheld computer that help you stay organized. This chapter describes the features that help you stay connected. Managing desktop E-Mail to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk.
Page 158: Setting Up Mail On The Desktop
(versions 2.5, 6.0, and 7.0). You can see the full list of the supported applications when you set up Mail. For information on using Mail with a Macintosh, visit the web site: http://www.handspring.com. If your desktop E-Mail application does not appear on the list, you...
Page 159 To select HotSync options: 1. Click the HotSync icon right corner of the taskbar). 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5.
Page 160: Synchronizing Mail With Your E-Mail Application
Tip: To turn off Mail, select Do Nothing and then select the Set As Default check box. To change your Mail setup options: 1. Click the HotSync icon 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software.
Page 161: Creating E-Mail Items
To open an e-mail item: Tap an e-mail item to open it. Recipient Subject To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
Page 162 To create an e-mail item: 1. Tap New. You can also create an e-mail item by tapping New from Tip: the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop E-Mail application.
Page 163 Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open To reply to an e-mail item: 1.
Page 164: Looking Up An Address
Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book.
Page 165: Adding Details To E-Mail Items
Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your handheld cannot attach that attribute to the e-mail item.
Page 166 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
Page 167 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.
Page 168: 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 169: Draft E-Mail
To retrieve an e-mail item: 1. In the Message List, tap Outbox from the pick list in the upper- right corner. 2. Tap the e-mail item you want to retrieve. 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
Page 170: Filing E-Mail
To save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message List, tap Draft from the pick list in the upper-right corner.
Page 171: Deleting E-Mail
To remove e-mail from the Filed folder: 1. In the Message List, tap Filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder.
Page 172: Purging Deleted E-Mail
Purging deleted e-mail Because your handheld stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your Deleted folder. E-mail that you purge is still deleted from your desktop E-Mail application when you perform the next HotSync operation.
Page 173 Date column The Date column is optional in the Message List. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message List, tap Show. 2. Tap the Show Date check box to select it. 3.
Page 174: Hotsync Options
HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your handheld. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.
Page 175: Creating Special Filters
Filter During synchronization, all e-mail items in your handheld Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your handheld. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
Page 176 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
Page 177 Retrieve Tells your handheld to include only the Only Msgs e-mail items that meet the criteria you Containing define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail.
Page 178 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3.
Page 179: Truncating E-Mail Items
2. Tap the Retrieve All High Priority check box to select it. check 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld.
Page 180: Mail Menus
Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List.
Page 181: Beaming Information
Beaming information Your Visor handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing platform device that’s close by and also has an IR port. The IR port is located on the side of the handheld, behind the small dark shield.
Page 182 the two devices must be clear of obstacles. Beaming distance to other Palm Computing platform devices may be different. 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To beam an application: 1.
Page 183 Tips on beaming information You can press the Address Book application button two seconds to beam your business card. You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 9 for more information. You can use the Graffiti Command stroke /B to beam the current entry.
Page 184 Page 176 Communicating Using Your Handheld...
Page 185: Chapter 8: Advanced Hotsync® Operations
Chapter 8 Advanced HotSync Operations ® HotSync technology enables you to synchronize data between one or ® more Palm Computing platform devices and Palm™ Desktop ® software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Visor handheld and Palm Desktop software either directly, by placing your handheld in the cradle attached to your computer, or indirectly, with a modem or network.
Page 186 Always available Available only when Palm Desktop software is running Manual Tip: If you’re not sure which option to use, keep the default setting: Always available. 4. Click the Local tab to display the settings for the connection between your computer and the handheld cradle, and adjust the following options as needed.
Page 187 Serial Port Speed 5. Click the Modem tab to display the modem settings and adjust the options as needed. See “Conducting a HotSync operation via modem” later in this chapter for more information. 6. If you are attached to a network, click the Network tab to display the network settings and adjust the options as needed.
Page 188: 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 Palm Desktop software. In general, you should leave the settings to synchronize all files.
Page 189 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 190: Conducting A Hotsync Operation Via Modem
Conducting a HotSync operation via modem You can use a modem, such as the Springboard™ modem accessory, to synchronize your handheld when you are away from your computer. Note: The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation. To perform a HotSync operation via modem you must complete the following steps: Connect a modem to your computer...
Page 191: Preparing Your Handheld
Serial Port Speed Modem Setup String 4. Click OK. Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation. Chapter 8 Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel.
Page 192 To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Enter Phone # field. If you plan to connect to your company’s dial-in server Note: (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network”...
Page 193: 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 to synchronize data with a Springboard modem accessory. To change the Conduit Setup for a modem HotSync operation: 1.
Page 194: Performing A Hotsync Operation Via A Modem
Performing a HotSync operation via a modem After you prepare your computer and your handheld, and select your Conduit Setup options, you are ready to perform a modem HotSync operation. To perform a modem HotSync operation: 1. Tap the Applications icon 2.
Page 195 To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon (bottom-right corner of the taskbar). 2. From the HotSync Manager menu, choose Network. Note: To perform a Network HotSync from another computer on your network, you must select Network from the HotSync Manager menu on both your primary computer and the computer you want to use.
Page 196: Using File Link
4. Tap Options, then tap Modem Sync Prefs. 5. Tap Network. 6. Tap OK. Note: For more information on the Network HotSync feature, see the web site http://www.handspring.com. See “Network preferences and TCP/IP software” in Chapter 9 for information on configuring Network HotSync preferences. Using File Link...
Page 197: Creating A User Profile
Creating a user profile If you use the File Link feature to configure several Handspring, Inc. handheld computers with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an handheld without associating that data with a user name.
Page 198 To use a profile for the first-time HotSync operation: 1. Place the new handheld in the cradle. 2. Press the HotSync button on the cradle. 3. Click Profiles. 4. Select the profile that you want to load on the handheld, and click 5.
Page 199: Chapter 9: Setting Preferences For Your Handheld
Chapter 9 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Visor handheld. In the Preferences screens, you can do the following: General Set the current date and time, the auto shut-off interval, the Beam Receive feature, and the system, alarm, and game sounds.
Page 200: Buttons Preferences
Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately;...
Page 201 Turns off and locks the handheld. You must assign a password to lock the handheld. When locked, you need to enter the password to use your handheld. Beams the current record to another Handspring, Inc. handheld computer. ® Page 193...
Page 202: Hotsync Buttons Preferences
HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional Springboard modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately;...
Page 203: Country Default
Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
Page 204: General Preferences
General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your handheld. See Chapter 1 for information on setting the time and date. Auto-off delay Your handheld has an automatic shutoff feature that turns off the power and backlight after a period of inactivity.
Page 205: System, Alarm, And Game Sounds
System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1.
Page 206: Modem Preferences
These settings are for applications that activate and use the modem. Note: You can purchase a Springboard modem for use with your handheld. See http://www.handspring.com. To define the Modem preferences: 1. Tap TouchTone or Rotary.
Page 207: Network Preferences And Tcp/Ip Software
Note: TCP/IP provides the ability to connect to your ISP or dial-in server with applications that allow you to view the transmitted data. Visit the web site http:// www.handspring.com for information on third-party applications that take advantage of TCP/IP. Selecting a service Use the Service setting to select the service template for your Internet Service Provider or a dial-in server.
Page 208: Entering A User Name
To select a service: 1. Tap the Service pick list. 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen.
Page 209: 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 210: Adding Telephone Settings
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 211 To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
Page 212 Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay.
Page 213: Connecting To Your Service
For information about third- party applications that support TCP/IP, check the web site http://www.handspring.com. To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages.
Page 214: Adding Detailed Information To A Service Template
Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server.
Page 215 Immediate 1 minute 2 minutes 3 minutes Power Off 2. Tap OK. Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services.
Page 216 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 217: Creating A Login Script
Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP. You can create login script files by selecting commands from the Command pick list in the Login Script dialog.
Page 218: Deleting A Service Template
Send User ID Send Password Delay Get IP Prompt 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK. Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu.
Page 219: Network Preferences Menu Commands
Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See “Using menus” in Chapter 1 for more information about choosing menu commands.
Page 220 To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. Tap Done. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network.
Page 221: Owner Preferences
Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld. If you use the Security application to turn off and lock your handheld with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld.
Page 222: Shortcuts Preferences
ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See Chapter 2 for more information on the use of ShortCuts. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers.
Page 223: Editing A Shortcut
ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts.
Page 224 Page 216 Setting Preferences for Your Handheld...
Page 225: Appendix A: Maintaining Your Handheld
Appendix A Maintaining Your Handheld This chapter provides information on the following: Proper care of your handheld Prolonging battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: Take care not to scratch the screen of your handheld.
Page 226: Battery Considerations
Battery considerations Please note the following considerations when replacing the batteries in your handheld: Under normal conditions, your handheld batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the handheld off after a period of inactivity.
Page 227: Resetting Your Handheld
Resetting your handheld Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again.
Page 228: Performing A Hard Reset
Performing a hard reset With a hard reset, all records and entries stored in your handheld are erased. Never perform a hard reset unless a soft reset does not solve your problem. Note: You can restore any data previously synchronized with your computer during the next HotSync operation.
Page 229 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Page 230 Page 222 Maintaining Your Handheld...
Page 231: Appendix B: Troubleshooting Tips
Troubleshooting Tips If you encounter a problem with your Visor handheld: Review this section to see if your problem is listed Check our web site at http://www.handspring.com for the latest technical support information Note: Thousands of third-party add-on applications have been...
Page 232 I replaced the batteries, but I am still getting a low battery warning. I get a warning message telling me my handheld memory is full. My handheld keeps turning itself off. My handheld is not making any sounds. My handheld has frozen.
Page 233: Tapping And Writing Problems
Tapping and writing problems Problem When I tap the buttons or screen icons, it activates the wrong feature. When I tap the Menu icon , nothing happens. I can’t get my handheld to recognize my handwriting. Appendix B Solution Calibrate the screen. See “Digitizer preferences”...
Page 234: Application Problems
Application problems Problem I tapped the Today button, but it does not show the correct date. I know I entered some records, but they do not appear in the application. I am having problems listing memos the way I want to see them. I created an event in Date Book, but it doesn’t appear in the...
Page 235: Hotsync Problems
HotSync problems Problem I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? I did a HotSync operation, but one of my applications did not synchronize. I cannot launch the HotSync Manager. Appendix B Solution Check the Windows system tray to...
Page 236 I am using Outlook as my PIM, but I cannot do a HotSync operation. I tried to do a local HotSync operation, but it did not complete successfully. Page 228 Click the HotSync Manager and choose Custom. Check that the correct conduit is active.
Page 237 I tried to do a local HotSync operation, but it did not complete successfully. (continued) I tried to do a modem HotSync operation, but it did not complete successfully. Appendix B Make sure your handheld is seated in the cradle correctly. Make sure the gold-plated connectors on the cradle and your handheld are clean.
Page 238 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Page 230 Check the following on your computer: (continued) Make sure you are not running another program, such as WinFax, CompuServe, or America Online, that uses the serial port you selected in the Setup dialog box.
Page 239: Beaming Problems
Beaming problems Problem I cannot beam data to another Handspring, Inc. handheld computer. When someone beams data to my handheld, I get a message telling me it is out of memory. Appendix B Solution Confirm that your handheld and the other Visor handheld are between ten centimeters (approximately 4") and one...
Page 240: Password Problems
Password problems Problem I forgot the password, and my handheld is not locked. I forgot the password and my handheld is locked. Page 232 Solution You can use Security to delete the password. If you do this, your handheld deletes all entries marked as private. You can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not...
Page 241: Technical Support
Technical support If you cannot solve your problem after reviewing the sources listed at the beginning of this appendix, check our web site http://www.handspring.com for the latest technical support information. Before requesting support, please experiment a bit to reproduce and isolate the problem.
Page 242 Page 234 Troubleshooting Tips...
Page 243: Appendix C: 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 244: Customizing Existing Sample Templates
Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information.
Page 245: Determining The Layout Of The Expense Report
4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). If you do not need to change the Maptable.xls file, save the Note: template file with its original file name (e.g., Sample2.xlt).
Page 246: Sections
Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping.
Page 247: 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 248: Programming The Mapping Table
Programming the mapping table Once you have analyzed the components of your custom Expense Report, you can program the mapping table to fill the report with data from the handheld. To program a new custom mapping table: 1. Open a copy of the Maptable.xls file in Microsoft Excel. This file is located in the same folder as the Palm Desktop Note: software application.
Page 249 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file.
Page 250 Define the dimensions of the Section. appear in the green columns (10–13). # of Represents the total number of rows in the Section, Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your handheld data will be placed.
Page 251 Define whether the Section is in list format. light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense description will be placed.
Page 252: Using Applications Other Than Microsoft Excel
Mark a Section for prepaid expenses (yellow column). table is for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row. Type “no” in all the cells of this column that do not pertain to prepaid expenses. 16.
Page 253: Expense File Details
Expense file details The Expense.txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips Shows the number of Expense application categories, and lists each one followed by an “end”...
Page 254 Page 246 Creating a Custom Expense Report...
Page 255: Appendix D: Non-Ascii Characters For Login Scripts
Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.
Page 256: Literal Characters
Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. Examples: Includes a caret as part of the string Includes a <...
Page 257: Warranty And Other Product Information
Customer is entitled under an agreement between Customer and Handspring, for a period of ninety (90) days from shipment, or through the end of the original warranty, whichever is longer. All products or parts that are replaced be- come the property of Handspring.
Page 258 Products or parts shipped by Customer to Handspring must be sent prepaid and pack- aged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package. When an advance exchange...
Page 259 NOTICE TO CONSUMERS: Some countries, states, or provinces do not allow the ex- clusion or limitation of implied warranties or the limitation of incidental or consequen- tial damages for certain products supplied to consumers, or the limitation of liability for personal injury, so the above limitations and exclusions may be limited in their applica- tion to you.
Page 260: Handspring, Inc., End User Software License Agreement
Software. The Software is licensed to be used solely on or in connection with Handspring prod- ucts. With respect to the Desktop 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 261 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 262: Gnu Library General Public License
GNU Library General Public License Version 2, June 1991 Copyright (C) 1991 Free Software Foundation, Inc. 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed. [This is the first released version of the library GPL.
Page 263 The reason we have a separate public license for some libraries is that they blur the dis- tinction we usually make between modifying or adding to a program and simply using it. Linking a program with a library, without changing the library, is in some sense sim- ply using the library, and is analogous to running a utility program or application pro- gram.
Page 264 You may copy and distribute verbatim copies of the Library's complete source code as you receive it, in any medium, provided that you conspicuously and appropriately publish on each copy an appropriate copyright notice and disclaimer of warranty; keep intact all the notices that refer to this License and to the absence of any warranty;...
Page 265 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 266 c) If distribution of the work is made by offering access to copy from a designat- ed place, offer equivalent access to copy the above specified materials from the same place. d) Verify that the user has already received a copy of these materials or that you have already sent this user a copy.
Page 267 through you, then the only way you could satisfy both it and this License would be to refrain entirely from distribution of the Library. If any portion of this section is held invalid or unenforceable under any particular circumstance, the balance of the section is intended to apply, and the section as a whole is intended to apply in other circumstances.
Page 268 16. IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY MODIFY AND/OR REDISTRIBUTE THE LIBRARY AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE LIBRARY (INCLUDING BUT NOT LIMITED TO LOSS OF DATA OR DATA BEING RENDERED INACCURATE OR...
Page 269: Fcc Statement
FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
Page 270: 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 262...
Page 271: Index
Index ABA (Address Book archive file) 35 Accented characters Graffiti writing 32 onscreen keyboard 34 Add-on applications 40–43 Address Book *If Found Call* entry 111 adding custom fields 114 archive files (.aba) 35 business card for beaming 173 categorizing records 64 conduit for synchronizing 180 creating records 57, 110–111 deleting records 60...
Page 272 Birthdays. See Repeating events Bold font for text 77 Brightness Control 7 Business card for beaming 173 Buttons preferences 192 Calculator Advanced mode 124 Area view 131 Basic mode 123 buttons explained 123–124, 125–133 Finance view 127 Length view 130 Logic view 128 Math view 125 memory 123...
Page 273 Cradle connecting to computer 9, 22 for local HotSync operations 62 serial 4, 22, 179, 227, 228 USB 4, 22 Creating Address Book entries 110–111 categories 37–38, 66 currency symbols 141 custom fields in Address Book 114 Date Book events 80 e-mail 153–155 Expense items 138 expense reports in Excel 143–146...
Page 274 Dates Expense item 139 setting current 21, 226 showing in Mail list 165 To Do List record due 117 Day (Date Book view) 80, 91, 103 DBA (Date Book archive file) 35 Decimal point 195 Default categories 64 currency in Expense 147 settings.
Page 275 reports in Excel 143–146, 235–245 sorting records 73 templates for reports 144 type 140, 147 vendor 140 FCC Statement 261 Files, linking to external 188 Filing e-mail 162 Filters for e-mail 167–171 Finding applications, using Graffiti writing 14 e-mail addresses 156–157 information in applications 68–72 phone numbers 70–71...
Page 276 Icons alarm 84 application 12, 38 note 76 online Tips 16 onscreen 225 repeating event 86 Idle timeout of ISP or server connection 206 Ignoring e-mail. See Filters for e-mail Importing data 19, 35–36 Inbox 164 Infrared port. See IR port Installing applications 40–42 batteries 10...
Page 277 recovering deleted 163 replying to e-mail 155 sending 160 showing dates 165 signature 157, 159–160 sorting 165 synchronizing 152 truncating 171 viewing e-mail 152 Main applications 13 Maintenance information 217 Meetings. See Date Book Memo Pad adding Address Book data to records 70–71 archive files (.mpa) 35 categorizing records 64...
Page 278 1-2-3, for expense reports 244 Onscreen keyboard 17, 34, 59 pen stroke to open 193 Opening Address Book 50 applications 13–14 Calculator 53, 123 CityTime 54 Date Book 48 Date Book Plus 49 Expense 55 Mail 152 Memo Pad 52 To Do List 51 Organizer (Lotus PIM) 35 Outbox 160, 164...
Page 279 Quattro Pro, for expense reports 244 Range of times in Day view 92, 102 Reading e-mail on handheld 152 Receipts, recording in Expense 139 Receiving data. See Beaming information Records Address Book 110 beaming 173–174 choosing categories 64 creating 57 Date Book 80 defined 57 deleting 60...
Page 280 ShortCuts backing up 180 managing 214–215 menu commands 15 predefined 34 using 33 Showing dates in Mail list 165 Signature for e-mail 159–160 Soft reset 219 Sorting applications 38 e-mail items 165 records 73, 226 Sounds. See Alarm and System sounds Springboard expansion module 9, 24 Stand.
Page 281 Today. See Current date Tracking events 98 Transferring data. See HotSync Transmitting data. See Beaming information Truncating e-mail 171 Turning off handheld automatically 196 pen stroke for 193 problems with 224 Turning on handheld application buttons 7 displaying owner’s name 213 power button 7 problems with 223 Undoing actions 59...

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Visor

Handspring Visor Visor Deluxe Handheld User Manual

About this Guide

Chapter 1: Introduction to Your Visor Handheld

Chapter 2: Entering Data in Your Visor Handheld

Chapter 3: Managing Your Applications

Chapter 4: Overview of Basic Applications

Chapter 5: Common Tasks

Chapter 6: Application Specific Tasks

Chapter 7: Communicating Using Your Handheld

Chapter 8: Advanced Hotsync® Operations

Chapter 9: Setting Preferences for Your Handheld

Appendix A: Maintaining Your Handheld

Appendix B: Troubleshooting Tips

Appendix C: Creating a Custom Expense Report

Appendix D: Non-ASCII Characters for Login Scripts

Warranty and Other Product Information

Index

Quick Links

Troubleshooting

Need help?

Questions and answers

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Summary of Contents for Handspring Visor Visor Deluxe Handheld