TRGProductsanditssubsidiariesassumenoresponsibilityforanydamageorlossresulting from the use of this handbook.
TRG Products and its subsidiaries assume no responsibility for any loss or claims by
third parties which may arise through the use of this software. TRG Products and its
subsidiaries assume no responsibility for any damage or loss caused by deletion of data
as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all
important data on other media to protect against data loss.
Important: Please read the 3Com End User License Agreement and TRG Products End
User Software License Agreement contained in this handbook before using the accompanying software program(s). Using any part of the software indicates that you accept
the terms of these agreements.
Palm Desktop Software
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you may download the Palm Desktop software from
http://www.trgpro.com.
000801
Page ii
Contents
Contents:
About This Book:
Chapter 1:
Introduction to Your TRGpro™ Handheld Computer......................... 3
Getting to know your handheld computer....................................... 3
What is a TRGpro handheld computer?........................................ 3
System requirements ........................................................................ 4
Canadian RFI Statement.................................................................. 241
ContentsPage vii
Page viii
About This Book
Welcome to the TRGpro™ handheld computer. This handbook is
designed to help you get up and running quickly. It describes all you
need to know about how to use your handheld computer and the
applications that come with it.
It walks you through:
Locating all the parts of your handheld computer
■
Viewing and entering data
■
Using your handheld computer with your personal computer
■
Personalizing yourhandheld computer with your own preference
■
settings
After you become familiar with the basic functionality of your
TRGpro handheld computer, you can use the rest of this handbook as
a reference for maintaining your handheld computer and as a source
of information if you encounter any problems.
About This BookPage 1
Page 2
Chapter 1
Introduction to Your
TRGpro™Handheld Computer
This chapter introduces some of the basic concepts of your handheld
computer, including its physical buttons and controls. It explains how
to use your handheld computer for the first time, and how to use
HotSync
Getting to know your handheld computer
What is a TRGpro handheld computer?
With your TRGpro handheld computer, you will no longer have
trouble getting to meetings and appointments on time, remembering
people’s names and personal details, or keeping track of all the items
on your to do list. The handheld computer can help you improve your
track record in all these areas, both at work and at home.
You can enter all your schedule details in Date Book so you can view
thembytheday,week,ormonth; youcanevensetanalarmtoremind
you of important meetings. Keep all your contact names, addresses,
phone numbers, and other details in Address Book, so you can find
them as soon as you need them. Add your tasks to your To Do List,
prioritize them so you don’t overlook them, and assign them a due
date.
®
technology and Palm™ Desktop software.
To make sure you don’t lose any of this important information, you
can synchronize your data with Palm Desktop software on your
computer so you always have a backup copy. You can set different
levels of security for your handheld computer so unauthorized eyes
cannot view your data.
When you are out of the office, track your expenses for your expense
reports; thentransfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop e-mail application when you return to your office.
Chapter 1Page 3
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
Windows 2000, Windows 98, Windows 95, or Windows NT 4.0
CD-ROM drive (you can also download the Palm Desktop
■
software from http://www.trgpro.com)
One available serial port
■
Optional equipment
Modem (such as a CompactFlashTMmodem card)
■
Windows-compatible printer
■
Upgrade information
If you already own a Palm Computing platform device, TRG Products
recommends that you install the version of Palm Desktop software
that comes with your new TRGpro handheld computer into the same
folder as your current Palm Desktop software. All your data will be
preserved when you install the new version in the same folder as the
previous version. If you use another personal information manager
(PIM), such as Microsoft Outlook, you still need to install the most
recent HotSync Manager and conduit software for your PIM from the
Palm Desktop software CD-ROM that came with your new handheld
computer.
You can perform HotSync operations in exactly the same way, so you
can quickly synchronize your data with your new handheld
computer. Just remember to synchronize your old Palm Computing
platform device with the Palm Desktop software before you
synchronize with your TRGpro, so you have all your latest
information. When you synchronize your TRGpro for the first time,
select the Desktop overwrites handheld option for all the conduits. See
“Customizing HotSync application settings” in Chapter 6 for more
information.
Page 4Introduction to Your TRGpro™ Handheld Computer
TRGpro components
Locating front panel controls
Power button,
Backlight control
Screen
Graffiti writing area
Application buttons
Scroll button
TRGpro
screen
Displays the applications and information stored in
your TRGpro handheld computer. It is touchsensitive and responds to the stylus.
Graffiti
writing
area
Application
buttons
®
The area where you write letters and numbers using
the Graffiti®alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Activates the individual that correspond to the icons
on the buttons: Date Book, Address Book, To Do List,
and Memo Pad. See “Buttons preferences” in Chapter
7 for details on reassigning these buttons to activate
any application.
Tip:If your unit is turned off, pressing any
application button activates the TRGpro handheld
computer and opens the corresponding application.
Chapter 1Page 5
Scroll
button
Displays text and other information that extends
beyond the area of the TRGpro handheld computer
screen. Pressing the lower half of the scroll button
scrolls down to view information below the viewing
area, and pressing the upper half of the button scrolls
up to view the information above the viewing area.
Power
button
Turns your handheld computer on or off and controls
the backlight feature. If your unit is turned off,
pressing the power button turns the unit on and
returns you to the last screen you viewed.
If your handheld computer is turned on, pressing the
power button turns the unit off. Holding the power
button down for about two seconds turns the
backlight on or off.
Using the backlight
If you have difficulty seeing the information on your handheld
computer, 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. See “Pen preferences” in Chapter 7 for
more information.
To turn off the backlight:
Press and hold the power button for about two seconds. The
■
backlight also turns off automatically (after a period of inactivity)
with the Auto-off feature. See “General preferences” in Chapter 7
for more information.
Page 6Introduction to Your TRGpro™ Handheld Computer
Protective flip cover
The cover protects the TRGpro handheld computer screen when it is
not in use and helps reduce glare while you use your handheld
computer. 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 handheld computer. To reattach the cover, reinsert the
pegs in the holes.
Chapter 1Page 7
Locating back panel components
IR port
Stylus
CompactFlash
expansion slot
door
Reset
button
Contrast
control
Battery
door
Serial (COM)
port door
StylusSlides in and out of the slot in the back panel of
the handheld computer. To use the stylus,
remove it from the slot and hold it as you would
a pen or pencil.
CompactFlash
expansion slot
door
Covers the CompactFlash expansion slot. See the
discussion on CompactFlash devices in Chapter 8
for more information.
IR portUses infrared technology to transmit data to and
receive data from other Palm Computing
platform devices. See “Beaming information” in
Chapter5formoreinformation.
Reset buttonUnder normal use,you should not haveto usethe
reset button. See Appendix A for information
about when and how to use the reset button.
Contrast
control
Adjusts the appearance of the screen for the
clearest screen display. Depending on the
lighting conditions or temperature of the
environment where you use your handheld
computer, you may need to adjust the contrast
control setting.
Page 8Introduction to Your TRGpro™ Handheld Computer
Battery doorCovers the batteries that power your handheld
computer.
Serial (COM)
port door
Covers the connector that connects your
handheld computer to the cradle, which in turn
connects to the back of your computer. This
allows you to update the information between
your handheld computer and personal computer
using HotSync technology.
Installing the batteries
To use your TRGpro handheld computer, you must install two AAA
alkaline batteries. The batteries fit behind the battery door on the back
of the unit. See “Battery considerations” in Appendix A for more
information.
To install the batteries:
1. Pressthelatchonthebatterydoorandliftthebatterydooraway
from your handheld computer.
Press tab to open
battery door
2. Install the two AAA alkaline batteries supplied with your
handheld computer into the battery compartment.
Note:A diagram in the interior of the battery compartment
shows + and - ends of the batteries. When correctly
installed, the clips in the battery compartment secure the
batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your handheld computer and “clicks” into position.
Chapter 1Page 9
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the door,
make sure the door is aligned with the slots on the back of
your handheld computer, and that the batteriesare firmly
seated in the battery compartment.
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 screen is the basic action that gets
things done on your handheld computer.
The first time you start your TRGpro handheld computer, setup
instructions appear on the screen. These instructions include a
calibration screen, or digitizer. Calibration aligns the internal circuitry
of your handheld computer with its touch-sensitive screen so that
when you tap an element on the screen, the handheld computer can
detect exactly which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the handheld computer screen. Never use an
actual pen, pencil, or other sharp object to write on the
handheld computer screen.
With your handheld computer turned on, you can tap the screen to
perform many operations, such as the following:
Open applications
■
Choose menu commands
■
Initiate a global Find operation
■
Select options in dialog boxes
■
Open the onscreen keyboards
■
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
thestylustodragthesliderofanyscrollbar.
Page 10Introduction to Your TRGpro™ Handheld Computer
Elements of the handheld computer interface
Menu
bar
Check
box
Pick list
Icons
Command
buttons
Menu barA set of commands thatare specificto the application.
Not all applications have a menu bar.
Command
buttons
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Icons
Tap the icons to open applications, menus,
Calculator, andto find text anywhere in your data
.
abcWith the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
123With the cursor in an input field, tap the dot to
activate the numeric keyboard.
Check boxWhen a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick listTap the arrow to display a list of choices, and then tap
an item in the list to select it.
Chapter 1Page 11
Previous/next
arrows
Scroll
bar
Scroll barDrag 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.
You can also scroll to the previous and next pages by
pressingtheupperandlowerportionsofthescroll
button on the front panel of the handheld computer.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld computer. You can also open the four
main applications — Date Book, Address Book, ToDo List, and Memo
Pad — with the application buttons on the front panel of your
handheld computer.
have instant access to the selected application. You don’t even
need to turn on your handheld computer first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
Page 12Introduction to Your TRGpro™ Handheld Computer
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 handheld computer, tap the
scroll bar to see all of your applications.
Tip:
To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application icons to
different categories. See “Categorizing applications” in
Chapter 3.
Using menus
Menus on your handheld computer are easy to use. Once you have
mastered them in one application, you can use them the same way in
all other applications.
The menus of each application are illustrated in the section on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon.
Chapter 1Page 13
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.
The menus and menu commands that are available depend on the
application. Also, the menus and menu commands vary depending on
which part of the application you’re using. For example, in Memo Pad,
the menus are different for the Memo List screen and the Memo
screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on personalcomputers. The command lettersappear to the right of the
command names.
Menu commands
Command letters
To use the Graffiti menu commands, the menu bar must be closed.
Page 14Introduction to Your TRGpro™ Handheld Computer
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.”
Note: Command mode is active for approximately two seconds, so
you must write the command letter immediately to choose the
menu command.
Displaying online tips
Many of the dialog boxes that appear on your handheld computer
contain an online Tips icon in the upper-right corner. Online tips
anticipate questions you have in a dialog box, provide shortcuts for
using the dialog box, or give you other useful information.
To display an online tip:
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 TRGpro handheld
computer:
Using the onscreen keyboard
■
Using Graffiti writing
■
Entering or importing data in Palm Desktop software and then
■
Chapter 1Page 15
synchronizing with your handheld computer
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
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Tapheretodisplay
alphabetic keyboard
Numeric
Backspace
Carriage return
International
Tapheretodisplay
numeric keyboard
Tap here to display
international keyboard
Graffiti writing
Your TRGpro handheld computer includes Graffiti writing software
as the primary system for entering text and numbers. With Graffiti
Page 16Introduction to Your TRGpro™ Handheld Computer
writing, you write simple strokes with the stylus and they are
instantly recognized as letters or numbers.
Write letters hereWrite numbers here
Division marks
Your handheld computer 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.
To open Memo Pad:
1. Press the Memo Pad application button.
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
Chapter 1Page 17
information.
Using Palm Desktop software
If you have new records you want to add to your handheld computer
and prefer to use the personal 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 computer.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your handheld computer with your
computer. See “Exchanging and updating data: HotSync operations”
inChapter4formoreinformation.
HotSync
button
Importing data
If youalready have data in a database onyour personal computer, you
canimportitintothePalmDesktopsoftware.Youcanimportdata
stored in applications such as spreadsheets and databases, or data
from another Palm Computing platform device. When you import
data, you transfer the records to your handheld computer without
having to enter them manually. See “Importing data” in Chapter 2 for
more information.
Page 18Introduction to Your TRGpro™ Handheld Computer
Customizing your handheld computer
You can customize your handheld computer 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 computer to work with a modem or network. See Chapter 7
for more information on customizing your handheld computer.
To open the Preferences screens:
1. Tap the Applications icon.
2. Tap the Preferences icon.
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an
example of how to customize your handheld computer.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each minute number, and then tap the arrows to change them.
4. Tap AM or PM.
Note:Your handheld computer can also display time based on
a 24-hour clock. See “Formats preferences” in Chapter 7
for more information.
5. Tap OK.
Chapter 1Page 19
Tosetthecurrentdate:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Taptoselectmonth
Tap to select date
3. Tap a month.
4. Tap the current date.
To set the volume level:
1. Tap the Applications icon.
2. Tap the Volume icon at the top of the screen.
Slider
Control
3. Drag the Slider Control button towards the top of the screen to
increase the volume level, or towards the bottom to decrease the
volume level.
4. Tap the Mute checkbox if you wish to make the handheld
computer silent.
Palm Desktop software
Palm Desktop software includes the same main applications as your
Page 20Introduction to Your TRGpro™ Handheld Computer
TRGpro handheld computer: Address Book, Date Book, To Do List,
Memo Pad, Expense,and desktope-mail connectivity.You can usethe
HotSync feature of this software to back up and exchange data
between your personal computer and handheld computer.
Itisagoodideatobackupyourdataincasesomethinghappenstothe
data on your handheld computer. Changes you make on your
handheld computer or Palm Desktop software appear in both places
after you synchronize.
With Palm Desktop software, you can do the following:
Work with your handheld computer applications on your
■
computer. Palm Desktop software duplicates the Date Book,
Address Book, To Do List, and Memo Pad applications on your
handheld computer, so you can view, enter, and modify any data
stored on your handheld computer.
Back up the data stored on your handheld computer with HotSync
■
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
Chapter 1Page 21
Import and export data, so you can easily transfer data from other
■
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
Print your Date Book, Address Book, To Do List, and Memo Pad
■
information on any printer.
Connecting the cradle
The cradle that comes with your TRGpro handheld computer enables
you to synchronize the information on your handheld computer with
the Palm Desktop software using HotSync technology.
To connect the cradle:
1. Turn off your computer and plug the cable from the TRGpro
handheld computer cradle into the serial (COM) port on your
personal computer.
Note: Your TRGprohandheld computer requires a dedicated port. It
cannot share a port with an internal modem or other device. If
you are unsure about the exact location of the serial port on
your personal computer, refer to the manual supplied with the
computer.
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, refer to the online Help in Palm
Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do the following before installing:
Turn off your personal computer and connect the cradle to it. Do
■
not place your handheld computer in the cradle until instructed.
If you are installing from diskettes (rather than the CD-ROM
■
included in the box), make sure the original Palm Desktop
Page 22Introduction to Your TRGpro™ Handheld Computer
software diskettes are write-protected, and then make backup
copies of them. When you finish, use the copies to install the
software, and store the original diskettes in a safe place. Refer to
your personal computer’s manual or operating system
documentation if you need information about locking or copying
diskettes.
Do not simply copy the Palm Desktop software files to your
■
personal computer’s hard disk. You must use the installer to place
the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run at startup such
as Microsoft Office, and disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the personal
computer’s CD-ROM drive (or insert the Setup diskette into the
diskette drive).
3. When the Palm Desktop Installer Menu screen appears, click the
Install button to begin the installation procedure.
4. Follow theonscreen instructions to complete the installation. Insert
your handheld computer into the cradle when prompted.
Using your handheld computer with another PIM
If youprefer to useanother personal information manager (PIM),such
as Microsoft Outlook, you can use it instead of installing Palm
Desktop software. All you need to install are HotSync Manager and
Chapter 1Page 23
the connection software for your PIM, called a conduit, that lets you
synchronize the data between your handheld computer and your
PIM.
Page 24Introduction to Your TRGpro™ Handheld Computer
Chapter 2
Entering Data in Your Handheld
Computer
This chapter explains how to enter data into your handheld
computer, by writing with the stylus in the Graffiti
using the onscreen keyboard, by using the personal computer
keyboard, or by importing data from another application.
®
writing area, by
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how touse
it to enter text in your applications. In this section, you learn the
procedures for creating letters, numbers, punctuation, and symbols as
well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can
type on a standard keyboard. The Graffiti strokes closely resemble the
uppercase letters of the regular alphabet, which makes Graffiti writing
easy to learn.
There are four basic concepts for success with Graffiti writing:
If you draw the character shape exactly as shown in the tables later
■
in this chapter (like the shapes shown in the following diagram),
you achieve 100% accuracy.
Theheavydotoneachshapeshowswheretobeginthestroke.
■
Certain characters have similar shapes, but different beginning
and end points. Always begin the stroke at the heavy dot (you
should not create the heavy dot; it is onlythere to show you where
to begin the stroke).
Chapter 2Page 25
Most characters require only a single stroke. When you lift the
■
stylus from the Graffiti writing area, your handheld computer
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. The small
marks at the top and bottom of the Graffiti writing area indicate
the two areas.
Write letters hereWrite numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note:You need to tap above the Graffiti writing area, and must
see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note:There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
3. Position the stylus in the left-hand side of the Graffiti writing area.
Page 26Entering Data in Your Handheld Computer
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 computer recognizes your stroke immediately and prints
the letter at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke
for the next character you want to write.
Important: You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your handheld computer does not
recognize them as text characters.
Graffiti tips
WhenusingGraffitiwriting,keepthesetipsinmind:
Accuracy improves when you write large characters. You should
■
draw strokes that nearly fill the Graffiti writing area.
To delete characters, simply set the insertion point to the right of
■
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
Write at natural speed. Writing too slowly can generate
■
recognition errors.
Do not write on a slant. Vertical strokes should be parallel to the
■
sides of the Graffiti writing area.
Press firmly.
■
Chapter 2Page 27
The Graffiti alphabet
LetterStrokesLetterStrokes
AN
BO
CP
DQ
ER
FS
GT
HU
IV
JW
KX
LY
MZ
SpaceBack Space
Carriage
Return
Page 28Entering Data in Your Handheld Computer
Period
tap twice
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.
Note: Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
newrecord(bytappingNeworablankline).
To draw the first letter of a word as a capital letter:
Use the Caps Shift stroke:
■
Caps
Shift
Tip:When Caps Shift is active, an “up arrow” symbol appears in
the lower-right corner of the handheld computer screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
Use the Caps Lock stroke:
■
Caps
Lock
Tip:When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the handheld computer
screen. To return to lowercase, make the Caps Shift stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area.
Chapter 2Page 29
Graffiti numbers
NumberStrokesNumberStrokes
05
16
27
38
49
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. The next
stroke you make with the stylus creates a punctuation mark.
Punctuation Shift
Note: When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
Page 30Entering Data in Your Handheld Computer
SymbolStrokeSymbolStroke
Period
.
Comma
,
Apostrophe
'
Question
?
Exclamation
!
Dash
—
Left Paren
(
Right Paren
)
Slash
/
Dollar
$
Additional Graffiti punctuation
@#%^ &*<> –+ = |
\ { }[ ]~`;: " tab
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your handheld computer:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the
lower-right corner of the screen. The next stroke that you make creates
the symbol or extended character.
Symbol Shift
Chapter 2Page 31
•
+
±
:
X
,
==c
ƒ
∅
,
,
,
,
Y
.
?
!
,
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.”
=e
Accent strokes
a aaaaa
Using these accent strokes, you can write the following accented
letters:
абвгдеийкмноптуфхцщъыьяэс
Additional non-English characters
You can write the following characters in the lowercase alphabet
mode without any special punctuation or shifting:
c
a
e
Note: You must write these non-English characters in the left side of
the Graffiti writing area.
Page 32Entering Data in Your Handheld Computer
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.
CommandStroke
Move cursor right
Move cursor left
Previous field
(Address Book only)
Next Field
(Address Book only)
Open Address Record
(Address Book only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases
quick and easy. ShortCuts are similar to the Glossary or Autotext
features of some word processors.
Graffiti writing comeswith several predefinedShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
Forexample,youmightcreateaShortCutforyourname,orforthe
header of a memo. See "Short Cuts" preferences in Chapter 7 to learn
about creating your own ShortCuts.
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
Chapter 2Page 33
Your handheld computer includes the following predefined Graffiti
ShortCuts:
EntryShortCut
Date stampds
Time stampts
Date / time stampdts
Meetingme
Breakfastbr
Lunchlu
Dinnerdi
Page 34Entering Data in Your Handheld Computer
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your handheld computer. Note that you cannot enter
Graffiti characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for alpha
keyboard
4. Tap the characters to enter text and numbers.
Note:The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three
dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Tap here for numeric
keyboard
Using your personal computer keyboard
Ifyouhavealotofdatatoenter,orprefertousethecomputer
keyboard, you can use Palm™ Desktop software, or any supported
PIM, to enter information. Youcan then perform a HotSync
to synchronize the information on your personal computer with the
information on your handheld computer. Allthe main applications on
your handheld computer are available in Palm Desktop software and
in most PIMs.
Refer to Palm Desktop online Help for more information on entering
data on your personal computer.
®
operation
Chapter 2Page 35
Importing data
If you have data stored in personal computer applications such as
spreadsheets and databases, or if you want to import data from
another Palm Computing platformdevice, you cantransfer thedata to
your TRGpro handheld computer without having to key it in
manually. Save the data in one of the file formats listed below, import
it into Palm Desktop software, and then perform a HotSync operation
to transfer the data to your handheld computer.
Palm Desktop software can import data in the following file formats:
Comma delimited (.csv, .txt): Address Book and Memo Pad only
■
Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
■
CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■
Date Book archive (.dba)
■
Address Book archive (.aba)
■
To Do List archive (.tda)
■
Memo Pad archive (.mpa)
■
Archive formats can only be used with Palm Desktop software. Use
the archive file formats to share information with other people who
use Palm Computing platform devices or to create a copy of your
important Palm Desktop information.
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. If the categories do not exist, create
them now; otherwise, the records are imported into the Unfiled
category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
7. To import data into the correct Palm Desktop fields, drag fields in
the left-hand column so that they are opposite the corresponding
Page 36Entering Data in Your Handheld Computer
imported field on the right. If you do not want to import a field,
deselect the check box for that field.
8. Click OK.
The imported data is highlighted in the application.
9. To add the imported data to your handheld computer, perform a
HotSync operation.
See Palm Desktop online Help for more information on importing and
exporting data.
Chapter 2Page 37
Page 38Entering Data in Your Handheld Computer
Chapter 3
Managing Your
Applications
This chapter explains how to switch between applications on your
TRGpro™ 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
Your handheld computer is equipped with a variety of applications.
All the applications installed on your handheld computer appear in
the Applications Launcher. See “Opening applications” in Chapter 1
for details.
Switching between applications
When working in any application, tap the Applications iconor
press an application button on the front panel of your handheld
computer to switch to another application. Your unit automatically
saves your work in the current application and displays it when you
return to that application.
Categorizing applications
The category feature enables you to manage the number of application
icons that appear onscreen in the Applications Launcher. You can
assign an application to a category and then display a single category
or all your applications.
Chapter 3Page 39
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. Tap New, enter the category name, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon.
2. Do one of the following:
Tap the Applications icon repeatedly to cycle through all your
categories.
Tap the pick list in the upper-right corner of the screen and select the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. As an alternative, you can choose to show a list of applications.
You can also choose to view the same category of applications each
time you open the Applications Launcher.
Page 40Managing Your Applications
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. Tap the Applications icon.
2. Tap the Menu icon.
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Choosing preferences
You can set options that affect an entire application in the
application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon.
3. Tap Options, and then tap Preferences.
Note:Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3Page 41
Installing and removing applications
This section explains how to install and remove applications on your
TRGpro handheld computer and how to remove Palm™ Desktop
software from your personal computer.
Installing add-on applications
Your TRGpro handheld computer comes with the Date Book, Address
Book, To Do List, Memo Pad, Expense, Calculator, and Mail
applications installed and ready to use.
You can also install additional applications on your handheld
computer, such as games and other software. The Install Tool makes
it easy to install software on your handheld computer during a
HotSync
available for Palm Computing
these applications, go to a web search engine and search for Palm
software.
Any game or application that you install on your handheld computer
resides in RAM memory; you can delete them at any time.
To install add-on software on your handheld computer:
1. On your computer, copy or download the application you want to
®
operation. There are a variety of third-party applications
®
platform devices. To learn more about
install into the add-on folder in your Palm Desktop directory on
your computer.
decompress it into this folder. If you prefer to place the
application into another folder, you need to navigate to
that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
Page 42Managing Your Applications
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 TRGpro handheld computer.
Chapter 3Page 43
5. Click Add.
6. Select the application(s) that you want to install on your handheld
computer.
7. Click Open.
Note:Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; itsimply
removes it from the list of applications to install.)
8. Click Done.
9. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Exchanging and updating data: HotSync
operations” in Chapter 4 for details.
Installing games
The CD-ROM also includes several games that you can install with the
Install Tool:
Giraffe
■
HardBall
■
MineHunt
■
Puzzle
■
SubHunt
■
Note: Giraffe is a fun, easy way for you to practice Graffiti
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
Page 44Managing Your Applications
®
writing.
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 computer. 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
computer.
To remove an add-on application:
1. Tap the Applications icon.
2. Tap the Menu icon.
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove
it from your personal computer.
To remove Palm Desktop software:
1. From the Windows Start menu, choose Settings, and then Control
Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop software.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
Chapter 3Page 45
CD if you want to synchronize data with another PIM.
Page 46Managing Your Applications
Security
Your handheld computer 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 computer so that it does not
■
operate until you enter the correct password.
Hide records that you mark as private. You can hide private
■
records with or without a password. Without a password, private
records are hidden until you set the Security application to show
them. With a password, you must enter the password to view the
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 handheld computer.
To assign a password:
1. Tap the Applications icon.
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
Tap here
5. Tap OK.
6. Enter the same password a second time, and tap OK.
Chapter 3Page 47
Changing or deleting a password
Once you define a password for your handheld computer, 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. Tap the Password box.
2. Enter the current password.
Tap here
3. Tap OK.
4. Do one of the following:
To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Locking your handheld computer
You can also lock your handheld computer so that you need to enter
your password to operate it.
Important: If you lock your handheld computer, you must enter the
exact password to re-activate your unit. If you forget the
password, you need to perform a hard reset to resume
using your handheld computer. Performing a hard reset
deletes all the records in your unit; however, you can
restore all synchronized data at the next HotSync
operation. See “Performing a hard reset” in Appendix A
for more information.
Page 48Managing Your Applications
To lock your handheld computer with a password:
1. Perform a HotSync operation to synchronize the data between
your handheld computer and your computer. See “Exchanging
and updating data: HotSync operations” in Chapter 4 for
information on synchronizing your data.
2. Assign a password.
3. Tap Turn Off & Lock Device.
Tap Off and
Lock
4. Tap Off & Lock.
5. To start your handheld computer, 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 handheld
computer. Deleting a forgotten password also deletes all entries and
files marked as Private.
Important: If you synchronize with your computer before deleting a
forgotten password, your handheld computer restores
yourprivateentriesthenexttimeyouperformaHotSync
operation, but it does not restore the password.
To delete a forgotten password:
1. Tap Forgotten Password.
2. Tap Yes.
Chapter 3Page 49
Page 50Managing Your Applications
Chapter 4
Using Your Basic Applications
Your handheld computer includes these basic applications:
Date Book
■
Address Book
■
To Do List
■
Memo Pad
■
Calculator
■
Expense
■
This chapter is divided into three sections:
“Overview of basic applications” briefly describes each
■
application and explains how to open it.
“Common tasks” gives 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.
“Application-specific tasks” is organized byapplication and gives
■
instructions on how to do tasks that are specific to each
application.
Chapter 4Page 51
Overview of basic applications
Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of activity associated with a time and date.
In Date Book, you can do the following:
Enter a description of your appointment and assign it to a specific
■
time and date.
Display a chart of your appointments for an entire week. The
■
Week View makes it easy to spot available times and any potential
scheduling overlaps or conflicts.
Write downphone numbers and othertypes of information.Later,
■
you can copy and paste this information to other applications.
To open Memo Pad:
Press the Memo Pad application button on the front panel of your
■
handheld computer. Memo Pad opens to display the last Memo
Pad screen that you viewed.
®
technology.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, and division.
In Calculator, you can do the following:
Perform basic calculations.
■
Store and retrieve values.
■
Chapter 4Page 55
Display the last series of calculations, which is useful for
■
confirming a series of “chain” calculations.
To open Calculator:
Tap the Calculator iconnext to the Graffiti®writing area.
■
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your personal 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.
Keep trackof vendors (companies) and people involved with each
■
particular expense.
Log miles traveled for a particular date or expense category.
■
Sort your expenses by date or expense type.
■
Transfer your expense information to a Microsoft Excel
■
spreadsheet (version 5.0 or later) on your personal computer.
(Microsoft Excel is not included in the TRGpro handheld computer
package.)
To open Expense:
1. Tap the Applications icon.
2. Tap the Expense icon.
Page 56Using Your Basic Applications
Common tasks
The tasks described in this section use the term “records” to refer to an
individual item in any of the basic applications: a single Date Book
event, Address Book entry, To Do List item, Memo Pad memo, or
Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book only: Select start and end times for your appointment
and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address Book and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld computer
saves it automatically.
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 computer
is in editing mode:
Ablinkingcursor
■
One or more edit lines
■
Blinking cursor
Edit line
Chapter 4Page 57
Entering text
For information on how to enter text using Graffiti writing, the
onscreen keyboard, or the keyboard attached to your computer, see
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands available in the Edit menu apply to text
that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in black).
Note:You can drag across the text to select additional words, or
drag down to select a group of lines.
The following commands may appear in an Edit menu:
UndoReverses 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.
CutRemoves the selected text and stores it
temporarily in the memory of your handheld
computer. You can paste the text you cut into
another area of the current application or into a
different application.
CopyCopies the selected text and stores it
temporarily in the memory of your handheld
computer. You can paste the text that you copy
into another area of the current application or
into a different application.
PasteInserts the text that you cut or copied at the
selected point in a record. The text you paste
replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.
Select AllSelects all of the text in the current record or
screen. This enables you to cut or copy all of the
text and paste it elsewhere.
Page 58Using Your Basic Applications
KeyboardOpens the onscreen keyboard. When you finish
with the onscreen keyboard, tap Done.
Graffiti HelpOpens 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. 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
A confirmation dialog box appears. If you want to save a copy of
the deleted item to an archive file in Palm Desktop software, be
sure that the check box is checked. If you don’t want to save a copy,
tap the check box to remove the check.
4. Tap OK.
If you choose to save a copy of the selected item, your handheld
computer transfers it to the archive file on your desktop the next time
you perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
In the Details dialog box of the application, tap Delete, and then
■
tap OK.
Delete the text of the record.
■
Note:In Date Book, if you delete the text of a repeating event,
you delete all instances of that event.
Chapter 4Page 59
Purging records
Overtime,asyouuseDateBook,ToDoList,andExpense,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.
All these outdated records take up memory on your handheld
computer, so it’s a good idea to remove them by using Purge. If you
think Date Book or To Do List records might prove useful later, you
can purge them from your handheld computer and save them in an
archive file.
Purging is also available in Mail. See Chapter 5 for more information.
Purging is not available in Address Book or Memo Pad, so delete
outdated records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon.
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book
to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.
DateBook,ToDoList
records to an archive file on yourdesktop, be sure that the check
box is checked. If you don’t want to save a copy, tap the check
box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your handheld
computer transfers them to an archive file on your desktop the next
time you perform a HotSync operation.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
: Tap the pick list and select how old a record must be
:Ifyouwanttosaveacopyofthepurged
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your handheld computer and Palm
Page 60Using Your Basic Applications
Desktop software. Changes you make on your handheld computer 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.
You can synchronize your data by connecting your handheld
computer directly to your personal computer with the cradle or
indirectly with a modem or network. See Chapter 6 for information
about performing HotSync operations via a modem or network.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information on both the handheld computer and Palm Desktop
software. After you enter this information and synchronize, the
HotSync Manager recognizes your handheld computer and doesn’t
ask for this information again.
If you are a System Administrator preparing several handheld
computers for a group of users, you may want to create a user profile.
See“Creatingauserprofile”inChapter6beforeperformingthe
following steps.
Important: You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed the Palm
Desktop software. If you have not installed this software, see
“Installing Palm Desktop software” in Chapter 1 for instructions.
To perform a local HotSync operation:
1. Insert your handheld computer into the cradle.
Chapter 4Page 61
Tip:The bottom edge of the handheld computer should align
smoothly with the cradle when it is inserted properly.
2. If the HotSync Manager is not running, start it: On the Windows
desktop, click Start, and then choose Programs. Navigate to the
Palm Desktop software program group and choose HotSync
Manager. Alternatively, you can start the Palm Desktop software
which automatically opens the HotSync Manager.
3. Press the HotSync button
on the cradle.
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.
HotSync
button
Important: The first time you perform a HotSync operation, you
must enter a user name in the New User dialog box and
click OK. Every handheld computer should have a unique
name. To prevent loss of a user’s records, never try to
Page 62Using Your Basic Applications
synchronize more than one handheld computer to the
same user name.
The HotSync Progress dialog box appears and synchronization
begins.
4. Wait for a message on your handheld computer indicating that the
process is complete.
After the HotSync process is complete, you can remove your
handheld computer from the cradle.
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 computer automatically
places it in the category that is currently displayed. If the category is
All, your handheld computer assigns it to the Unfiled category. You
can leave an entry as Unfiled or assign it to a category at any time.
You can define up to 15 categories for each application.
Default categories
Your handheld computer 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.).
Expense contains twodefault categories, New York and Paris, to show
how you might sort your expenses for different business trips.
You can rename or delete these default categories.
Note: The illustrations shown are from Address Book, but you can
Chapter 4Page 63
use these procedures in all the applications in which categories
are available. Categories are not available in Date Book.
Tomovearecordintoacategory:
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. Tap OK.
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.
Tip:Pressing an application button on the front panel of the
handheld computer toggles through all the categories of that
application.
Page 64Using Your Basic Applications
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.
Torenameacategory:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories.
Chapter 4Page 65
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. Tap OK.
Tip:You can group the records in two or more categories into one
category bygiving 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 66Using Your Basic Applications
Finding records
Your handheld computer offers several ways to find information
quickly:
■
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.
■
Address Book
name to scroll immediately to that name.
■
Expense
have data in the Company field. You can add these names to a list
of attendees associated with an Expense record.
Looking up Address Book records
WhenworkingwithAddressBook,thescrollbuttononthefrontpanel
of the handheld computer makes it easy to navigate among your
address entries.
In the Address List screen, the scroll button moves up or down an
■
entire screen of records. If you hold down the scroll button, you
accelerate the scrolling and display every third screen.
In the Address View screen, the scroll button moves to the
■
previous or next address record.
: Find locates any text that you specify, always
: Phone Lookup displays the Address
: The Look Up line lets you enter the first letters of a
:LookupdisplaysthenamesinyourAddressBookthat
YoucanalsousetheAddressListLookUpfeaturetoquicklyscrollto
any of your Address Book entries.
Chapter 4Page 67
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. 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.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any
application.
To use Find:
1. Tap the Find icon.
Tip:If you select text in an application before you tap Find, the
selected text automatically appears in the Finddialog box.
2. Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name
“davidson” also finds “Davidson.”
Find locates any words that begin with the text you enter. For
example, searching for “plane” finds “planet,” but not “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.
Page 68Using Your Basic Applications
As your handheld computer searches for the text, you can tap
Stop at any time. You may want to do this if the entry you want
appears before your handheld computer finishes the search. To
continue the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.
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.
TherecordcanbeinDateBook,ToDoList,orMemoPad.
2. Tap the Menu icon.
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the
first letter you enter. Continue to spell the name you’re looking
for, or when you see the name, tap it.
Chapter 4Page 69
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
WritetheGraffitiCommandstroke“/L”toactivatethePhoneLookup
feature. You can also activate it in the following circumstances:
■
While entering text
: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the
Graffiti characters for “Wi” and then the Phone Lookup
Command stroke “/L.”
Assuming you have only one Address Book record that begins
with “Wi,” your handheld computer inserts the full name
“Williams” (and its associated information). Ifyou have more than
onenamethatbeginswith“Wi,”thePhoneLookupscreen
appears and highlights the first record that begins with “Wi.”
■
For selected text
: Drag to highlight the text, and then write the Phone
Lookup Command stroke “/L.” Your handheld computer
replaces the selected text and adds the name and its associated
information.
Lookingupnamestoaddtoexpenserecords
In Expense, Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
Page 70Using Your Basic Applications
3. Tap Who.
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. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
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” earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application to display the List screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
To sort records in Address Book and Memo Pad:
1. Open the application to display the List screen.
2. Tap the Menu icon.
Chapter 4Page 71
3. Tap Options, and then tap Preferences.
Address Book
Memo Pad
:
:
4. Do one of the following:
Address Book
Memo Pad
: Tap the setting you want.
:TaptheSortbypicklistandselectAlphabeticor
Manual.
5. Tap OK.
To sort the Memo List manually, tap and drag a memo to a new
location in the list.
Note: To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your handheld
computer, open Memo Pad in Palm Desktop software and
click List by. Then select Order on handheld.
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. If you define a
password for your handheld computer, you must enter it to display
private records.
Page 72Using Your Basic Applications
To hide private records:
1. Tap the Applications icon.
2. Tap Security.
3. Tap Hide.
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. Go to step 4.
Tap Show
4. Enter your password, and then tap Show.
Chapter 4Page 73
Tomakearecordprivate:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a
record. 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.
Toattachanotetoarecord:
1. Displaytheentrytowhichyouwanttoaddanote.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enteryournote.
6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon.
Todeleteanote:
1. Tap the Note icon.
2. Tap Delete.
3. Tap Yes.
Page 74Using Your Basic Applications
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.
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 small font
5. Tap OK.
Large font
Tap here for bold font
Tap here for large font
Chapter 4Page 75
Application-specific tasks
Date Book
When you open Date Book, the screen shows the current date and a
list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind
of activity that you associate with a day. 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. You can easily
change the start time and duration for any event.
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
You can also schedule a repeating event, such as a weekly meeting,
and continuous events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
Page 76Using Your Basic Applications
2. Enter a description of the event. You can enter up to 255 characters.
3. If the event is one hour long, skip to step 7. If the event is longer or
shorter than an hour, tap the time of the event to open the Set Time
dialog box.
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. Tap the time columns on the right side of the Set Time dialog to set
the Start Time.
Start Time
highlighted
Tap to scroll to
earlier hours
Taptochange
hours
Taptochange
minutes
Taptoscrollto
later hours
5. Tap the End Time box, and then tap the time columns to set the
End Time.
6. Tap OK.
7. Tap a blank area of the screen to deselect the event. A vertical line
appears next to the time, indicating the duration of the event.
Chapter 4Page 77
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.
Previous
week
Next
week
Tap to select a day of
the current week
Tip:You can also use the scroll button on the front panel of
your handheld computer to move forward or backward
one day at a time.
Tap Go To at the bottom of the screen to open the Go to Date
■
dialog box. Select a date by tapping a year, month, and day in the
calendar.
Previous yearNext year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip:In the Go to Date dialog box, you can also use the scroll
button on the front panel of the handheld computer to
move forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
Page 78Using Your Basic Applications
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
writing area.
4. Enter a description of the event.
New
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
untimedevent.TapthetimeoftheeventintheDateBook
screen, tap No Time, and then tap OK.
Chapter 4Page 79
Rescheduling an event
You can easily make changes to your schedule with your handheld
computer.
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. To change the date, tap the Date box and select a new date.
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 5minutes before the
time of the event, but you can change this to any number of minutes,
hours, or days.
When you set an alarm, this iconappears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
Tosetanalarmforanevent:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enternumberof
time units here
Tap here to
select unit of time
Page 80Using Your Basic Applications
6. Tap OK.
Alarm for untimed events
: Youcan set a silent alarm for an untimed event.
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. If the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3rd. The reminder
remains onscreen until you turn on your handheld computer and tap
OK to dismiss it.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular
intervalsorextendoveraperiodofconsecutivedays.
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.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1. Tap the event.
Typically, a continuous event is an untimed event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often event repeats.
For a continuous event, tap Day.
Chapter 4Page 81
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. Use the date picker to
select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon
appears to the far right of the event.
Considerations for repeating or continuous events
: Keep the following points
in mind.
If you change the start date of a repeating event, your handheld
■
computer calculates the number of days you moved the event.
Your handheld computer 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 handheld computer
creates a new repeating event.
If you change the date of an occurrence of a repeating event (e.g.,
■
from January 14th to January 15th) and apply the change to all
occurrences, the new date becomes the start date of the repeating
event. Your handheld computer adjusts the end date to maintain
the duration of the event.
If you change other repeat settings (e.g., time, alarm, private) of a
■
repeating event and apply the change to all occurrences, your
handheld computer creates a new event. The start date of this new
event is the day on which the setting is changed. Past occurrences
(prior to the day of the change) are not changed.
If you apply a change to a single occurrence of a repeating event
■
(e.g., time), that occurrence no longer shows the Repeat icon.
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also
display a whole week or month. You can also display the current time.
To cycle through Day, Week, and Month views:
Press the Date Book application button repeatedly to display the
■
next view.
Page 82Using Your Basic Applications
To display the current time:
Tap the date in the date bar to display the current time. After a few
■
seconds,thedatereappears.
Tap the dateCurrent time displays
Working in Week View
: Week View shows the calendar of your events for
an entire week. This view lets you quickly review your appointments
and available time slots. In addition, the graphical display helps you
spot overlaps and conflicts in your schedule.
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.
Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
Chapter 4Page 83
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View
To reschedule an event, tap and drag the event to a different time
■
: Keep the following points in mind.
or day.
Tap a blank time on any day to move to that day and have the time
■
selected for a new event.
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. Use the onscreen scroll arrows
to scroll to the event.
Spotting event conflicts
With the ability to define specific start and end times for any event, it’s
possible to schedule events that overlap (an event that starts before a
previous event finishes).
An event conflict (time overlap) appears in the Week View as
overlapping bars. The Day View displays overlapping brackets to the
left of the conflicting times.
Page 84Using Your Basic Applications
Event
conflicts
Working in Month View
The Month View screen shows which days have events scheduled.
Dots and lines in the Month View indicate events, repeating events,
and untimed events.
Previous/next month
Dashed line indicates continuous event
Dots on right side indicate events
Dots below date indicate untimed events
MonthViewbutton
You can control the dots and lines that appear in the Month View. See
“Options menu” later in this chapter.
Tap the scroll arrows in the upper-right corner to move forwardor
■
: Keep the following points in mind.
backward a month.
Tap Go to to open the date selector and select a different month.
■
Use the scroll button on the front panel of your handheld
■
computer to move between months. Press the upper half of the
button to display the previous month, the lower half to display the
next month.
Chapter 4Page 85
Date Book menus, preferences, and display options
Date Book menus are shown here for your reference, and Date Book
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1for information about choosing menu
commands.
Record menu
Options menu
Page 86Using Your Basic Applications
Display OptionsAllows you to change Date Book’s appearance
and which events display.
■
Show Time Bars.
Activates the time bars that
appear in the Day View. The time bars show
the duration of an event and illustrate event
conflicts.
■
Compress Day View
. Controls how times appear
in the Day View. When Compress Day View
is off, all time slots display. When it is on,
start and end times displayfor eachevent, but
blank time slots toward the bottom of the
screen disappear to minimize scrolling.
■
Month View settings.
These check boxesapply to
the Month View of the Date Book. You can
activate any or all of these settings to show
that you have Timed, Untimed, or Daily
Repeating events in the Month View only.
Chapter 4Page 87
Preferences
About Date
Book
■
Start/End Time.
Defines the start and end times
forDateBookscreens.Ifthetimeslotsyou
select do not fit on one screen, you can tap the
scroll arrowsto scroll up and down.
■
Alarm Preset.
Automatically sets an alarm for
each new event. The silent alarm for untimed
events is defined by minutes, days, or hours
beforemidnightofthedateoftheevent.
■
Alarm Sound.
■
Remind Me.
Sets the tone of the alarm.
Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times,
5Times,and10Times.
■
Play Every.
Defines howoften the alarm sounds.
The choices are Minute, 5 minutes, 10 minutes,
and 30 minutes.
Shows version information for Date Book.
Page 88Using Your Basic Applications
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 computer, or you can use Palm Desktop software to
create entries on your personal computer and then download the
entries to your handheld computer with your next HotSync operation.
Palm Desktop software also has data import capabilities that enable
you to load database files into Address Book on your handheld
computer.
See “Importing data” in Chapter 2 and Palm Desktop online Help for
more information.
To create a new Address Book entry:
1. Press the Address Book application buttonon the front of your
handheld computer to display the Address List.
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your
Address Book.
Note:The handheld computer automatically capitalizes the first
letter ofeach field (except numeric and e-mail fields). You
do not have to use the Graffiti capital stroke to capitalize
the first letter of the name.
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. Tap the scroll arrowsto move to the next page of information.
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 handheld computer.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that
you associate with an Address Book entry. Any changes you make
applyonlytothecurrententry.
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
Page 90Using Your Basic Applications
3. Tap the pick list next to the label you want to change.
Tap
triangle
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. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
Show in ListSelect which type of phone or other information
appears in the Address List screen. Your options
are Work, Home, Fax, Other, and E-mail.
CategoryAssign the entry to a category.
PrivateHide this entry when Security is turned on.
Chapter 4Page 91
Address Book menus
Address Book menus are shown here for your reference, and Address
Book features that are not explained elsewhere in this book are
described here.
See “Using menus” in Chapter 1for 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.
Record menus
Address List
Address View
Options menus
Address List
Address View
Preferences
■
Remember last category.
Determines how
AddressBookappearswhenyoureturntoit
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 92Using Your Basic Applications
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