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Palm IIIe Handbook

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  • Page 1 Handbook for the Palm IIIe™ Organizer 22863...
  • Page 2 V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm VII logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks of Palm Computing Inc. or its subsidiaries. Microsoft and Windows are registered trademarks and Outlook and Windows CE are trademarks of Microsoft Corporation.

  • Page 3: Table Of Contents

    Important Information for Upgraders Automatic or Manual Installation of What Matters Most™ Applications..........10 Chapter 1: Introduction to Your Palm IIIe™ Organizer ....11 Getting to know your Palm IIIe organizer........11 What is a Palm IIIe organizer? ............11 A Word about Franklin Planner software ........12 System requirements ..............12...
  • Page 4 Locking your organizer ..............50 Recovering from a forgotten password........51 Chapter 4: Using Your Basic Applications ...........53 What Matters Most Applications for the Palm Computing Platform............53 Overview of basic applications............55 Date Book..................55 Address Book ................... 56 To Do List..................
  • Page 5 Selecting HotSync setup options.............139 Customizing HotSync application settings ........141 Using HotSync with Multiple Users..........143 Configuring Franklin Planner software for multiple users ..143 Configuring Multiple Palm IIIe organizers........143 Conducting a HotSync operation via modem.......145 Preparing your computer .............145 Preparing your organizer..............147 Selecting the conduits for a modem HotSync operation..148...
  • Page 6 Viewing preferences ................. 153 Buttons preferences ................154 Pen preferences ................154 HotSync buttons preferences ............156 Digitizer preferences ................ 156 Formats preferences ................. 156 Country default................157 Time, date, week start, and numbers formats ......157 General preferences ................158 Auto-off delay ................
  • Page 7 Password problems................190 Technical support ................191 Telephone Support.................191 Appendix C: Creating a Custom Expense Report ......193 About mapping tables ..............193 Customizing existing sample templates ........194 Determining the layout of the Expense Report......195 Labels ....................195 Sections ....................196 Analyzing your custom Expense Report ........197 Programming the mapping table............197 Using applications other than Microsoft Excel ......202 Expense file details................202...
  • Page 8 Page 8 Contents...

  • Page 9: About This Book

    Welcome to the Palm IIIe™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm IIIe organizer and the applications that come with it.

  • Page 10: Important Information For Upgraders

    ™ What Matters Most Applications If you have “hard reset” your Palm IIIe or are using a new Palm IIIe that has not been synchronizing with any desktop organizer, the Franklin Covey applications contained in this package will be installed automatically during the first HotSync operation that you conduct.

  • Page 11: Chapter 1: Introduction To Your Palm Iiie™ Organizer

    The Palm IIIe organizer can help you improve your track record in all these areas, both at work and at home.

  • Page 12: A Word About Franklin Planner Software

    Franklin Planner with a powerful and easy-to-use desktop computer program that you can use to synchronize with your Palm IIIe. Franklin Planner for Microsoft Outlook is a series of add-on applications that take advantage of the calendaring and scheduling capabilities of Microsoft Outlook 98 and 2000.

  • Page 13: Upgrade Information

    Franklin Planner software that comes with your new Palm IIIe organizer into the same folder as your current version of Franklin Planner software or ASCEND 97. When you install the new version in the same folder as the previous version, all your data is preserved.

  • Page 14: Palm Iiie Components

    Scroll button Power button, Backlight control Palm IIIe Displays the applications and information stored in organizer your Palm IIIe organizer. It is touch-sensitive and screen responds to the stylus. Graffiti The area where you write letters and numbers using ®...
  • Page 15 Using the backlight If you have difficulty seeing the information on your Palm IIIe organizer, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds.
  • Page 16 Protective flip cover The cover protects the Palm IIIe organizer screen when it is not in use and helps reduce glare while you use your Palm IIIe organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the Palm IIIe organizer.
  • Page 17 IR port Uses infrared technology to transmit data to and receive data from other Palm Computing ® connected organizers. See “Beaming information” in Chapter 5 for more information.

  • Page 18: Installing The Batteries

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

  • Page 19: Tapping And Typing

    The first time you start your Palm IIIe organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.

  • Page 20: Elements Of The Organizer Interface

    Elements of the organizer interface Menu Pick list Check Command Icons 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 buttons appear in dialog boxes and at the bottom of application screens.

  • Page 21: Opening Applications

    Scroll Previous/next arrows Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.

  • Page 22: Using Menus

    1. Tap the Applications icon 2. Tap the icon of the application that you want to open. If you have many applications installed on your Palm IIIe organizer, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti Tip: character for the first letter of its name.
  • Page 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

    1. Tap the Tips icon 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your Palm IIIe organizer: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Franklin Planner software and then...
  • Page 25 Graffiti writing Your Palm IIIe organizer includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
  • Page 26 Write letters here Write numbers here Division marks Your Palm IIIe organizer also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.

  • Page 27: Using Franklin Planner Software

    Using Franklin Planner software If you have new records you want to add to your Palm IIIe organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Franklin Planner software. If you already have data in a database on your computer, you can import it into the Franklin Planner software.

  • Page 28: Customizing Your Organizer

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

  • Page 29: Connecting The Cradle

    Tap to select date 3. Tap a month. 4. Tap the current date. Connecting the cradle The cradle that comes with your Palm IIIe organizer enables you to synchronize the information on your Palm IIIe organizer with the Chapter 1 Page 29...
  • Page 30 Franklin Planner software using HotSync technology. To connect the cradle: 1. Turn off your computer and plug the cable from the Palm IIIe organizer cradle into the serial (COM) port on your computer. Note: Your Palm IIIe organizer requires a dedicated port. It cannot share a port with an internal modem or other device.

  • Page 31: Chapter 2: Entering Data In Your Palm Iiie™ Organizer

    Entering Data in Your Palm IIIe Organizer ™ This chapter explains how to enter data into your Palm IIIe™ organizer, by writing with the stylus in the Graffiti writing area, by ® using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 32 Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your organizer 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 33: Graffiti Tips

    4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your organizer recognizes your stroke immediately and prints the letter at the insertion point on the screen.

  • Page 34: The Graffiti Alphabet

    The Graffiti alphabet Letter Strokes Letter Strokes Space Back Space tap twice Carriage Period Return Page 34 Chapter 2...

  • Page 35: Writing Capital Letters

    Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes.

  • Page 36: Graffiti Numbers

    Graffiti numbers Number Strokes 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 37: Writing Symbols And Extended Characters

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

  • Page 38: Writing Accented Characters

    • ™ ® © ± ƒ ∅ 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 39: Navigation Strokes

    Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Stroke Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only)

  • Page 40: Using The Onscreen Keyboard

    Your organizer includes the following predefined Graffiti ShortCuts: Entry ShortCut 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 organizer. Note that you cannot enter Graffiti characters while using the onscreen keyboard.

  • Page 41: Using Your Computer Keyboard

    If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the data to your Palm IIIe organizer. Franklin Planner software can import data files saved in either "comma delimited" or "line delimited"...
  • Page 42 Page 42 Chapter 2...

  • Page 43: Chapter 3: Managing Your Applications

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

  • Page 44: 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 45: 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 46: Installing And Removing Applications

    This section explains how to install and remove applications on your Palm IIIe organizer. Installing add-on applications Your Palm IIIe organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.

  • Page 47: Installing Games

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

  • Page 48: Removing Applications

    preferences for the game. 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 organizer. You can remove only add-on applications, patches, and extensions that you install;...

  • Page 49: Assigning A Password

    private entries. See “Making records private” in Chapter 4 for information on making records private. Assigning a password You can assign a password to protect your private records and to lock your organizer. To assign a password: 1. Tap the Applications icon 2.

  • Page 50: Locking Your Organizer

    2. Tap OK. 3. Do one of the following: To change the password, enter the new password, and tap OK. To delete the password, tap Delete. Locking your organizer You can also lock your organizer so that you need to enter your password to operate it.

  • Page 51: Recovering From A Forgotten Password

    4. Tap Off & Lock. 5. To start your organizer, turn it on, and then enter the password. Recovering from a forgotten password If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your organizer. Deleting a forgotten password also deletes all entries and files marked as Private.
  • Page 52 Page 52 Chapter 3...

  • Page 53: Chapter 4: Using Your Basic Applications

    What Matters Most seminar. If you have never synchronized your Palm IIIe with any desktop software before, or if you have hard reset your Palm IIIe, the What Matters Most applications will be automatically installed on your...
  • Page 54 For more information about how to install and use the What Matters Most applications for the Palm organizer, see the booklet entitled What Matters Most Applications for the Palm Computing Platform that comes with this package.

  • Page 55: Overview Of Basic Applications

    Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. The Date Book synchronizes with the Appointment Schedule in Franklin Planner software. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.

  • Page 56: Address Book

    Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. The Address Book synchronizes with the Address and Phone List in Franklin Planner software. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information.

  • Page 57: To Do List

    Note: The To Do List does not synchronize with Franklin Planner software during a HotSync operation. Instead, the Franklin Planner software synchronizes with the Franklin Covey Task List application (see “What Matters Most Applications for the Palm Computing Platform” on page 53). Chapter 4 Page 57...

  • Page 58: 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. The Memo Pad synchronizes with Notes in Franklin Planner software. In Memo Pad, you can do the following: Take notes or write any kind of message on your connected organizer.

  • Page 59: Expense

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

  • Page 60: Creating Records

    event, Address Book entry, To Do List item, Franklin Covey Task List item, Memo Pad memo, or Expense item. Creating records You can use the following procedure to create a new record in Date Book, Address Book, Task List, To Do List, Memo Pad, and Expense. To create a record: 1.
  • Page 61 Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application. To select text in an application: 1.

  • Page 62: Deleting Records

    Graffiti Help Opens screens that show all the Graffiti character strokes. Use this command anytime you forget a stroke for a character. Deleting records To delete a record in any of the basic applications: 1. Select the record you want to delete. 2.

  • Page 63: 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 64 Palm organizers, and specify which Franklin Planner software database for a specific Palm organizer to synchronize with. See Chapter 6 for more information on how to use multiple Palm organizers with multiple Franklin Planner software databases. Important: You must perform your first HotSync operation with a local, direct connection, rather than using a modem.
  • Page 65 2. If the HotSync Manager is not running, start it: from the Windows taskbar, choose Start, Programs, Franklin Covey, Palm Connected Organizer, HotSync Manager. ™ on the cradle. 3. Press the HotSync button Note: If you are using an optional Hotsync cable instead of a cradle, click the HotSync Manager icon in the Windows system tray and select Local from the menu.

  • Page 66: Categorizing Records

    Unfiled or assign it to a category at any time. Notes about Categories You can assign up to 15 unique categories per Palm IIIe module that supports categories. For example, you can have 15 unique categories for the Address Book and 15 unique categories for the Task List. The categories do not have to the be same.
  • Page 67 Default categories Your organizer comes with two default categories: Business and Personal. In addition, the Address Book contains the QuickList category, which you can use as a quick reference of names, addresses, and phone numbers (such as emergency numbers, doctor, lawyer, etc.).
  • Page 68 To display a category of records: 1. Tap the category pick list in the upper-right corner of the List screen. Tap here 2. Select the category you want to view. The List screen now displays only the records assigned to that category.
  • Page 69 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2.

  • Page 70: Finding Records

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

  • Page 74: Sorting Lists Of Records

    Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6.

  • Page 75: Making Records Private

    Address Book Memo Pad 4. Do one of the following: : Tap the setting you want. Address Book : Tap the Sort by pick list and select Alphabetic or Memo Pad Manual. 5. Tap OK. To sort the Memo List manually, tap and drag a memo to a new location in the list.
  • Page 76 Tap Hide 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box appears.

  • Page 77: 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 78: Application-Specific Tasks

    Large font Small font Bold font To change the font style: 1. Open an application. 2. Tap the Menu icon 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. Tap here for bold font Tap here for large font Tap here for small font 5.
  • Page 79 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. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour.
  • Page 80 Tap the time of an event Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area. 4.
  • Page 81 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. Previous Next week week Tap to select a day of the current week Tip: You can also use the scroll button on the front panel of...
  • Page 82 Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. 4. Enter a description of the event. untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event. Note: If you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event.
  • Page 83 5. Tap OK. Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in your Date Book. 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 84 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 85 If you change the start date of a repeating event, your organizer calculates the number of days you moved the event. Your organizer then automatically changes the end date to maintain the duration of the repeating event. If you change the repeat interval (e.g., daily to weekly) of a repeating event, past occurrences (prior to the day on which you change the setting) are not changed, and your organizer creates a new repeating event.
  • Page 86 To display the Week View: 1. Tap the Week View button. Week View 2. Tap the navigation controls to move forward or backward a week at a time, or to display details of an event. Note: The Week View also shows untimed events and events that are before and after the range of times shown.
  • Page 87 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 Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day's column.
  • Page 88 Previous/next month Dashed line indicates continuous event Dots on right side indicate events Dots below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter. : Keep the following points in mind.
  • Page 89 Options menu Display Options Allows you to change Date Book’s appearance and which events display. 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 90: Address Book

    Preferences 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. Automatically sets an alarm for Alarm Preset.
  • Page 91 Franklin Planner software also has data import capabilities that enable you to load certain types of database files into Address Book on your organizer. See “Importing data” in Chapter 2 for more information. To create a new Address Book entry: 1.
  • Page 92 8. After you finish entering information, tap Done. Tap Done Tip: To create an entry that always appears at the top of the Address List, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your organizer.
  • Page 93 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. Tap the entry whose details you want to change. 2.
  • Page 94 Options menus Address View Address List Preferences Determines how Remember last category. Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category.

  • Page 95: 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.” Note: Remember, To Do List does not synchronize with Franklin Planner software. To synchronize with the Daily Task List in Franklin Planner software, use the Franklin Covey Task List that is installed the first time you conduct a HotSync operation.
  • Page 96 automatically set to level 1, the highest (most important) level. If you select another item first, however, the item you create appears beneath the selected item and is given the same priority as the selected item. Note: Using the Franklin Covey Task List allows you to both prioritize and rank your daily tasks.
  • Page 97 Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2.
  • Page 98 3. Tap OK. Tip: If you turn on the Show Due Dates option in the To Do Show options dialog, you can tap directly on the due date in the To Do List to open the pick list shown in step 2. To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List.
  • Page 99 Record Replaces the due date with the actual date Completion when you complete (check) the item. If you do Date not assign a due date to an item, the completion date still records when you complete the item. Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes.

  • Page 100: Memo Pad

    Memo Pad A memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your organizer. A record in Memo Pad is called a “memo.” Memo Pad synchronizes with Notes in Franklin Planner software. To create a new memo: 1.
  • Page 101 To review a memo: 1. In the Memo List, tap the text of the memo. Tap a memo to review its contents 2. Review or edit the text in the memo. 3. Tap Done. Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here.

  • Page 102: Calculator

    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 103 Clears any value that is stored in the Calculator memory. Recent Calculations The 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.

  • Page 104: 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 105 Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature.
  • Page 106 3. Select any of the following options: Category See “Categorizing records” earlier in this chapter. Type Opens a pick list of expense types. Payment Lets you choose the payment method used to pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate company-...
  • Page 107 Tap Edit currencies 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 108 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 109 Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates. Microsoft Excel is not included with the Palm IIIe organizer package. The procedures in this section also assume that you have installed Franklin Planner software with the Palm interface files.
  • Page 110 Excel. The templates have the extension .xlt and are stored in the Template folder, normally C:\Program Files\Franklin Covey\ Planner\Palm\Template. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2.xlt looks like this:...
  • Page 111 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. To view your expense data using a Microsoft Excel template: 1.
  • Page 112 Record menu Options menu Preferences Lets you select an expense Use automatic fill. type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type.

  • Page 113: Chapter 5: Communicating Using Your Organizer

    Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm IIIe™ organizer that help you stay organized. This chapter describes the features that help you stay connected. : Using your organizer, you can read, reply...

  • Page 114: Setting Up Mail On The Desktop

    Setting up Mail on the desktop Before you use Mail for the first time, make sure your desktop e-mail application is up and running. You must also run the Palm Mail Setup application to configure HotSync Manager to communicate with your desktop e-mail application.
  • Page 115 To select HotSync options: ™ in the Windows system tray (bottom- 1. Click the HotSync icon right corner of the taskbar). 2. Choose Custom. 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings: Synchronize Synchronizes the mail on your organizer and the files...

  • Page 116: Synchronizing Mail With Your E-Mail Application

    To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6. Click OK. Synchronizing Mail with your e-mail application After you enable and configure Mail, you need to perform a HotSync operation to synchronize Mail with your desktop e-mail application.

  • Page 117: Creating E-Mail Items

    Header mode icons Recipient Sender Subject Time and date sent E-mail body To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. 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 118 To create an e-mail item: 1. Tap New. Tap New Tip: You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop e-mail application.
  • Page 119 Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item:...

  • Page 120: 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 121: Adding Details To E-Mail Items

    Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop e-mail application you use. If your application does not support the attribute you select, your organizer cannot attach that attribute to the e-mail item.
  • Page 122 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your organizer can flag e-mail items with a specific priority only if your desktop e-mail application supports this feature.
  • Page 123 BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.

  • Page 124: 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 125: Draft E-Mail

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

  • Page 126: 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 127: 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 128: Purging Deleted E-Mail

    Purging deleted e-mail Because your organizer stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your Deleted folder. E-mail that you purge is still deleted from your desktop e-mail application when you perform the next HotSync operation.
  • Page 129 Date column The Date column is optional in the Message List. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message List, tap Show. Show 2. Tap the Show Date check box to select it. 3.

  • Page 130: Hotsync Options

    HotSync operation. While in the Mail application on your Palm IIIe: 1. To open the HotSync Options dialog box, tap the Menu icon 2. Tap Options, and then tap HotSync Options.

  • Page 131: Creating Special Filters

    Filter During synchronization, all e-mail items in your organizer Outbox are sent to your desktop e-mail application, and items in your desktop e-mail Inbox that meet specific criteria download to your organizer. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
  • Page 132 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
  • Page 133 Retrieve Tells your organizer to include only the Only Msgs e-mail items that meet the criteria you Containing define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail.
  • Page 134 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string.

  • Page 135: Truncating E-Mail Items

    2. Tap the Retrieve All High Priority check box to select it. check 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your organizer.

  • Page 136: Mail Menus

    Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List.

  • Page 137: Beaming Information

    Beaming information Your Palm IIIe organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing connected organizer that’s close by and also has an IR port. The IR port is located at the top of the organizer, behind the small dark shield.
  • Page 138 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4.

  • Page 139: Chapter 6: Advanced Hotsync® Operations

    Palm Computing connected organizers and Franklin Planner ® software. To synchronize data, you must connect your Palm IIIe™ organizer and Franklin Planner software either directly, by placing your organizer in the cradle attached to your computer, or indirectly, with a modem or network.
  • Page 140 With this option, the HotSync Manager synchronizes data even when Franklin Planner software is not running. Available only Not applicable for use with Franklin Planner when Palm software. Desktop is running Manual Monitors requests only when you select HotSync Manager from the Start menu.

  • Page 141: Customizing Hotsync Application Settings

    This selection should match the number of the port to which you connected the cradle. Note: Your organizer cannot share this port with an internal modem or other device. See “Palm IIIe components” in Chapter 1 if you have trouble identifying the serial port. Speed...
  • Page 142 Nothing to skip data transfer for an application. You can also choose a "Dated from" date or "Newer than" date. This gives you the flexibility of having the Palm IIIe organizer and Franklin Planner software synchronize only those records newer than a particular date or time window.

  • Page 143: Using Hotsync With Multiple Users

    The first time you conduct a HotSync operation, if your Franklin Planner software has multiple user databases, HotSync Manager will prompt you to specify or select a name for your Palm IIIe organizer, then will also prompt you to select the corresponding user name for the desired Franklin Planner software database.
  • Page 144 HotSync button. 3. The Select User dialog box will appear. 4. From the list, select the name of your Palm IIIe organizer. If you want to specify a name other than one on the list, choose New and follow the prompts to set up a new user name. Click OK when finished.

  • Page 145: Conducting A Hotsync Operation Via Modem

    Palm IIIe organizer, it will always synchronize with the same Franklin Planner software user name. Conducting a HotSync operation via modem accessory You can use a modem, such as the Palm Modem , to ® synchronize your organizer when you are away from your computer.
  • Page 146 Serial Port Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems.

  • Page 147: Preparing Your Organizer

    Preparing your organizer There are a few steps you must perform to prepare your organizer for a modem HotSync operation. To prepare your organizer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Enter Phone # field. Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer...

  • Page 148: Selecting The Conduits For A Modem Hotsync Operation

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

  • Page 149: Conducting A Hotsync Operation Via A Network

    2. Tap the HotSync icon 3. Tap the Modem icon to dial the Franklin Planner modem and synchronize the applications. 4. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see Appendix B. Conducting a HotSync operation via a network When you use the Network HotSync software, you can take...
  • Page 150 3. From the HotSync Manager menu, choose Setup. 4. Click the Network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5.

  • Page 151: Using File Link

    Web site at the following address: http:\\www.franklincovey.com Future release of the File Link feature with the Palm IIIe will enable you to synchronize the Address Book and Memo Pad information on your Palm IIIe organizer with a separate external file such as a company phone list.
  • Page 152 Franklin Planner software that comes with the Palm IIIe organizer. You can stay informed about developments in this area by visiting our Web site at the following address: http:\\www.franklincovey.com Future release of the User Profile feature will enable you to configure...

  • Page 153: Chapter 7: Setting Preferences For Your Organizer

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

  • Page 154: Buttons Preferences

    Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the organizer. For example, if you want to use the Franklin Covey Task List instead of the To Do List, you can assign the Task List to the To Do List button. Any changes you make in the Buttons Preferences screen become effective immediately;...
  • Page 155 Turns off and locks the organizer. You must assign a password to lock the organizer. When locked, you need to enter the password to use your organizer. Beam Data Beams the current record to another Palm connected organizer. Computing ® 3. Tap OK.

  • Page 156: Hotsync Buttons Preferences

    The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional Palm Modem accessory. Any changes that you make in the HotSync Buttons dialog box become effective immediately;...

  • Page 157: Country Default

    Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your organizer. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.

  • Page 158: General Preferences

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

  • Page 159: Modem Preferences

    These settings are for applications that activate and use the modem. Note: You can purchase a Palm Modem accessory for use with your organizer. See http://www.franklincovey.com. To define the Modem preferences: 1.

  • Page 160: Network Preferences And Tcp/Ip Software

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

  • Page 161: Entering A User Name

    To select a service: 1. Tap the Service pick list. Tap here to display a list of service templates 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server.

  • Page 162: Entering A Password

    Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your organizer prompts you to enter a password each time you log into your network: If you do not enter a password, your organizer displays the word “Prompt”...
  • Page 163 calling card field. To enter your server phone number: 1. Tap the Phone # field. 2. Enter the phone number you use to reach your ISP or dial-in server. Enter your ISP phone number here 3. If you need to enter a prefix or disable Call Waiting, skip to those procedures.
  • Page 164 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 165: Connecting To Your Service

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

  • Page 166: Adding Detailed Information To A Service Template

    To add a new service template: 1. Tap the Menu icon 2. Tap Service, and then tap New. A new service template (called Untitled) is added to the Service pick list. To duplicate an existing service template: 1. Tap the Service pick list. 2.
  • Page 167 Waits three minutes. Power Off Keeps your PPP or SLIP connection until you turn off your organizer (or until it times out). This option works best with the Palm Modem accessory. 2. Tap OK. Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses.
  • Page 168 Tip: Many systems do not require that you enter a DNS. If you are not sure, leave the DNS field blank. 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.

  • Page 169: Creating A Login Script

    section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK. Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP.

  • Page 170: Deleting A Service Template

    Send CR Transmits a carriage return or LF character to the TCP/IP server to which you are connecting. Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen. Send Transmits the password entered in the Password Password field of the Network Preferences screen.

  • Page 171: 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 172: Owner Preferences

    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 173: Shortcuts Preferences

    this case, an Unlock button appears at the bottom of the screen. To unlock the Owner Preferences screen: 1. Tap Unlock. 2. Enter the password that you defined in the Security application. 3. Tap OK. ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes.

  • Page 174: Editing A Shortcut

    4. Tap OK. Tip: To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode. ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time.

  • Page 175: Appendix A: Maintaining Your Organizer

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

  • Page 176: Battery Considerations

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

  • Page 177: Resetting Your Organizer

    Reset button Tip: Some Palm IIIe™ organizers include a metal and plastic stylus with a reset tip inside. To use it, unscrew the metal barrel from the stylus quill. Appendix A...

  • Page 178: Performing A Hard Reset

    Performing a hard reset With a hard reset, all records and entries stored in your organizer 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 179 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Changing the HotSync setting from the default affects Note: only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. 7. Click OK. 8.
  • Page 180 Page 180 Appendix A...

  • Page 181: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your Palm IIIe™ organizer, do not call Franklin Covey Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following:...

  • Page 182: Operating Problems

    Operating problems Problem Solution My organizer won’t Try each of these in turn: turn on. Adjust the contrast control. Make sure the batteries are installed properly. Replace the batteries. If your organizer still does not operate, try a soft reset; see Appendix A.

  • Page 183: Tapping And Writing Problems

    My organizer is not Check the System Sound setting. See making any sounds. “General preferences” in Chapter 7. My organizer has Perform a soft reset. See “Resetting your frozen. organizer” in Appendix A. I don’t see anything Change the contrast settings. on my organizer’s Replace the batteries.

  • Page 184: Application Problems

    Application problems Problem Solution I tapped the Today Your organizer is not set to the current date. button, but it does Make sure the Set Date box in the General not show the correct Preferences screen displays the current date. date.

  • Page 185: Hotsync Problems

    HotSync Manager. program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Reinstall the Franklin Planner software and ensure that "Install Palm interface files" is checked. Appendix B Page 185...
  • Page 186 I tried to do a local Try each of these in turn: HotSync operation, Make sure HotSync Manager is but it did not running. If HotSync Manager is complete running, exit and restart it. successfully. Make sure you selected Local from the HotSync Manager menu or the Franklin Planner software menu.
  • Page 187 Check the following on your computer: I tried to do a modem HotSync operation, Make sure your computer is turned on but it did not and that it does not shut down complete automatically as part of an energy- successfully. saving feature.
  • Page 188 Check the following on your organizer: I tried to do a modem HotSync operation, Confirm that the telephone cable is but it did not securely attached to your modem. complete Make sure the dialing instruction dials successfully. the correct phone number. (continued) If you need to dial an outside line prefix, make sure you selected the Dial Prefix...

  • Page 189: Beaming Problems

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

  • Page 190: Password Problems

    Password problems Problem Solution I forgot the You can use Security to delete the password, and my password. If you do this, your organizer organizer is not deletes all entries marked as private. You locked. can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private.

  • Page 191: Technical Support

    There are many accessories that go with the Palm IIIe electronic organizer, such as modem cables for remote HotSync operations, Franklin Planner binders designed to hold the Palm IIIe, and so forth. To order Palm IIIe accessories, call Franklin Covey at (800) 877-1814.
  • Page 192 Page 192 Appendix B...

  • Page 193: Appendix C: Creating A Custom Expense Report

    Expense Report application. In simple terms, the Expense Report application is designed to move Expense data from your Palm IIIe™ organizer into a Microsoft Excel spreadsheet. Each Expense Report item stored in your organizer represents a group of related data.

  • Page 194: Customizing Existing Sample Templates

    Four sample Expense Report templates come with Franklin Planner Software. These templates are stored in the Template folder (normally C:\Program Files\Franklin Covey\Planner\Palm\Template). 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 195: Determining The Layout Of The Expense Report

    change “Snack” to “Munchies,” and then all items entered on your organizer as “Snack” map to the cell(s) labeled “Munchies.” 4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6.

  • Page 196: Sections

    Examples of both Fixed and Variable labels appear in the sample expense templates. Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections.

  • Page 197: 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 198 next to the cell highlighted in green that reads “Template Name:”. If you did not modify an existing template, move to any table in the Maptable.xls file. 3. Select all the rows associated with the template name. To select the rows, click and drag on the row numbers (left side), so they appear highlighted.
  • Page 199 Table with four sections You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report. To clear all of the existing settings in a row, click to select the row and press Ctrl+Delete.
  • Page 200 # of Represents the total number of columns in the Columns Section, excluding any header or total columns. In other words, this includes only the number of columns in the Section where your organizer data will be placed. Start Is the number of the first row of the Section that will be filled with your organizer data.
  • Page 201 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. Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all appear in the same column.

  • Page 202: Using Applications Other Than Microsoft Excel

    row and column on your template where this information will be mapped. Because header data is not related to any particular Section, you have to fill in only one row. If the item does not appear on your template, leave these cells blank. 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...

  • Page 203: 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 204: 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 205: Warranty And Other Product Information

    Pilot 5000, PalmPilot™ Personal Edition, PalmPilot Professional Edition, Palm III™ and Palm V™ connected organizers, as well as all other Palm Computing products based on the Palm Computing platform software as of July 1, 1998 and later, including ® ®...

  • Page 206: Obtaining Warranty Service (Year 2000 Warranty Only)

    Any Palm Computing platform application supplied by Palm Computing, Inc. that makes correct use of Palm Computing platform date and time functions will not have a problem transitioning to the year 2000. The date and time utilities for the Palm Comput- ing platform use 32 bits to store seconds, starting at January 1, 1904.

  • Page 207: Fcc Statement

    Computing within thirty (30) days from the date the warranty service authorization is issued, Palm Computing will charge Customer the then-current published catalogue price of such product or part. Palm Computing, Inc. 5400 Bayfront Plaza PO Box 58007 Santa Clara, California 95052-8007...
  • Page 208 Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. Page 208...

  • Page 209: Index

    Index font style 78 installing 46–47 Memo Pad 58 opening 22 preferences for 45 removing 48 Accented characters security 48 Graffiti writing 38 size in kilobytes 191 onscreen keyboard 40 To Do List 57 Add-on applications 46–48 version of 191 Address Book viewing as icons 44 *If Found Call* entry 92...
  • Page 210 Call Waiting, disabling 147, 164 Contrast Control 17 Calling card, using in phone Copying text 61 settings 147, 164 Country default setting 157 Capital letters (Graffiti writing) 35 Cover 16 Caring for the organizer 175 Cradle Categories connecting to computer 17 application 43–44 for local HotSync operations 64 assigning records to 66–67...
  • Page 211 changing event to untimed 82 text 61 conduit for synchronizing 141 See also Purging records conflicting events 87 Delivering e-mail 121, 124 continuous events 84–85 Desktop E-Mail application creating records 60, 79–82 applications supported 114 Day view 85 managing 113–136 deleting records 62 support of Mail features 121 display options 89...
  • Page 212 User Profile not supported 151 currency 106, 112 Franklin Planner Software for date of item 105 Windows defining new currency 107 included with Palm IIIe 12 deleting records 62 Frozen organizer 183 menus 111 notes for records 77 opening 59...
  • Page 213 1-2-3, for expense reports 202 connection 167 cc:Mail 114 Ignoring e-mail. See Filters for e-mail Import importing data into Franklin Macintosh Planner software 27 Palm compatibility with Importing data 41 MacPac 13 Inbox 128 Mail Infrared port. See IR port address lookup 120–121 Installing...
  • Page 214 attachments 131 Memory BCC (blind carbon copy) 121, amount of free 191 for beaming 189 changing setup 116 Calculator 102 closing 117 regaining 63, 182 confirm delivery 121, 124 Memos. See Memo Pad confirm read 121, 124 Menus 22–24, 183 creating 117–119 Address Book 93 deleting e-mail 127...
  • Page 215 17 displaying and creating 75–76, battery installation 18 contrast control 17 lost with forgotten password 51 cover 16 See also Security Palm Install tool 10 Profiles Palm V not supported installing desktop software 12 Punctuation marks using multiple organizers with...
  • Page 216 Range of times in Day view 90 Saving Reading e-mail on organizer 116 data 43, 60, 62 Receipts, recording in Expense 105 draft e-mail 125 Receiving data. See Beaming Scheduling events 78–82 information Screen Records backlight 15 Address Book 90 blank 183 beaming 137–138 calibrating 19, 156...
  • Page 217 applications 44 adding Address Book data to e-mail items 129 records 72–73 records 74–75, 184 categorizing records 66, 99 Sounds. See Alarm and System checking off items 96 sounds completed items 98 Starting applications 22 completion date 99 Storing e-mail 126 conduit for synchronizing 141 Stylus creating records 60, 95...
  • Page 218 Writing area 14 only) 206 Writing. See Entering data year 2000 warranty 205 Week (Date Book view) 85–87, 157, XLT (Expense report template in Weekly Compass application 54 Excel) 110 What Matters Most 12 applications for the Palm Page 218...

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