Visor™ Edge Handheld
User Guide
Windows Edition
Copyright
Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000
Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the
Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and
may be registered in some jurisdictions. Palm Computing, Graffiti, HotSync and Palm
OS, are registered trademarks, and the HotSync logo, Palm, and the Palm Computing
Platform logo, are trademarks of Palm, Inc., or its subsidiaries. All other trademarks are
the property of their respective owners.
Disclaimer and limitation of liability
Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook.
Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by
third parties which may arise through the use of this software. Handspring, Inc. and its
suppliers assume no responsibility for any damage or loss caused by deletion of data as
a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all
important data on other media to protect against data loss.
Important: Please read the Handspring End User Software License Agreement before
using the accompanying software program(s). Using any part of the software indicates
that you accept the terms of the Handspring End User Software License Agreement.
Software download available
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 can download the Palm Desktop software from
www.handspring.com.
Page ii Visor™ Edge Handheld User Guide
Contents
About This Guide ....................................................................................1
Chapter 1: Introduction to Your Visor™ Edge Handheld....................3
Getting to know your handheld..........................................................3
What is a Visor Edge handheld? .....................................................3
System requirements ........................................................................4
Upgrade information ........................................................................4
Visor Edge components ...................................................................6
Charging the battery ...........................................................................11
Connecting the cradle .....................................................................11
Tapping and typing ............................................................................14
Tap with the stylus to get things done .........................................14
Elements of the handheld interface ..............................................15
Opening applications .....................................................................16
Using menus ....................................................................................17
Four ways to enter data ..................................................................20
Customizing your handheld..............................................................24
Palm Desktop software ..................................................................25
Using your handheld with Microsoft Outlook ...........................26
Using your handheld with another PIM .....................................26
Installing a Springboard module ..................................................27
Chapter 2: Entering Data in Your Handheld .......................................29
Using Graffiti writing to enter data ..................................................29
Writing Graffiti characters .............................................................29
Graffiti tips .......................................................................................31
The Graffiti alphabet .......................................................................32
Writing capital letters .....................................................................33
Writing numbers .............................................................................33
Graffiti numbers ..............................................................................34
Writing punctuation marks ...........................................................34
Writing symbols and extended characters ..................................35
Writing accented characters ..........................................................36
Accent strokes ..................................................................................36
Additional non-English characters ...............................................36
Navigation strokes ..........................................................................37
Graffiti ShortCuts ............................................................................37
Using the onscreen keyboard ...........................................................38
Using your computer keyboard ........................................................39
Importing data .....................................................................................39
Using an external keyboard ...............................................................40
Contents Page iii
Chapter 3: Managing Your Applications............................................ 41
Using the Applications Launcher..................................................... 41
Selecting applications ..................................................................... 41
Switching between applications ................................................... 41
Categorizing applications .............................................................. 41
Changing the Applications Launcher display ............................43
Choosing preferences.........................................................................44
Installing and removing applications .............................................. 44
Installing add-on applications ...................................................... 44
Installing games ..............................................................................46
Removing applications .................................................................. 47
Removing Palm Desktop software ............................................... 48
Security................................................................................................. 48
Assigning a password .................................................................... 49
Changing or deleting a password ................................................49
Locking your handheld .................................................................50
Recovering from a forgotten password ....................................... 51
Chapter 4: Overview of Basic Applications.........................................53
Date Book ............................................................................................. 54
Date Book Plus ....................................................................................55
Address ................................................................................................ 56
To Do List............................................................................................. 57
Memo Pad ............................................................................................ 58
Calculator ............................................................................................. 59
CityTime............................................................................................... 60
Expense................................................................................................. 61
Chapter 5: Common Tasks ....................................................................63
Creating records.................................................................................. 63
Editing records ....................................................................................64
Entering text .................................................................................... 64
Edit menu ......................................................................................... 64
Deleting records .................................................................................. 66
Other ways to delete records ........................................................ 66
Purging records................................................................................... 67
Exchanging and updating data: HotSync operations.................... 68
Performing a HotSync operation for the first time .................... 68
Categorizing records .......................................................................... 70
System-defined and user-defined categories .............................71
Finding records ................................................................................... 74
Looking up Address records ........................................................ 74
Using Find ....................................................................................... 77
Using Phone Lookup ...................................................................... 78
Page iv Visor™ Edge Handheld User Guide
Sorting lists of records ........................................................................81
Making records private ......................................................................82
Hiding and masking private records ...........................................82
Attaching notes ....................................................................................85
Choosing fonts .....................................................................................86
Chapter 6: Application Specific Tasks.................................................87
Date Book .............................................................................................88
Scheduling an event ........................................................................88
Rescheduling an event ...................................................................92
Setting an alarm for an event ........................................................92
Scheduling repeating or continuous events ................................93
Changing the Date Book view .......................................................96
Working in Week View ..................................................................96
Working in Month View ................................................................98
Working in Agenda view ...............................................................98
Spotting event conflicts ..................................................................99
Date Book menus ..........................................................................100
Date Book Plus...................................................................................103
Working in Week View with Text ..............................................103
Working in Year View ..................................................................104
Working in List View ...................................................................105
Working with floating events ......................................................105
Working with To Do items ..........................................................107
Using the Daily Journal ................................................................108
Using templates .............................................................................109
Using snooze alarms .....................................................................110
Selecting the default Date Book ..................................................110
Date Book Plus menus ..................................................................110
Address ...............................................................................................119
Creating an Address entry ...........................................................119
Duplicating an entry .....................................................................120
Selecting types of phone numbers ..............................................121
Changing Address Entry details .................................................121
Address menus ..............................................................................122
To Do List ...........................................................................................125
Setting priority ...............................................................................125
Checking off a To Do item ...........................................................126
Changing To Do item details .......................................................126
Setting a due date ..........................................................................127
To Do Show Options .....................................................................128
To Do List menus ..........................................................................129
Memo Pad...........................................................................................130
Reviewing memos .........................................................................130
Contents Page v
Memo Pad menus ......................................................................... 131
Calculator ...........................................................................................132
Selecting the Calculator mode .................................................... 132
Using the Basic Calculator buttons ............................................ 132
Displaying Recent Calculations .................................................. 133
Using the Advanced Calculator mode ......................................133
Using the Advanced Calculator buttons ................................... 134
Creating a custom view ...............................................................143
Calculator menus .......................................................................... 144
CityTime............................................................................................. 145
Setting your home city .................................................................145
Selecting remote cities .................................................................. 146
Adding cities ................................................................................. 146
CityTime menus ............................................................................ 147
Expense............................................................................................... 148
Changing the date of an Expense item ...................................... 149
Entering receipt details ................................................................ 149
Customizing the Currency pick list ........................................... 150
Show Options ................................................................................ 152
Transferring your data to Microsoft Excel ................................ 153
Expense menus ............................................................................. 157
Chapter 7: Communicating Using Your Handheld............................159
Managing desktop E-Mail away from your desk ........................ 159
Setting up Mail on the desktop ................................................... 160
Synchronizing Mail with your E-Mail application .................. 162
Opening the Mail application on your handheld .................... 162
Viewing e-mail items ................................................................... 162
Creating e-mail items ................................................................... 163
Looking up an address ................................................................ 166
Adding details to e-mail items ................................................... 167
Storing e-mail to be sent later ..................................................... 171
Editing unsent e-mail ................................................................... 171
Draft e-mail .................................................................................... 172
Filing e-mail ...................................................................................173
Deleting e-mail .............................................................................. 174
Removing e-mail from the Deleted folder ................................ 174
Purging deleted e-mail ................................................................. 174
Message list options ..................................................................... 175
HotSync options ............................................................................ 177
Creating special filters ................................................................. 178
Truncating e-mail items ............................................................... 182
Mail menus .................................................................................... 183
Beaming information........................................................................ 184
Page vi Visor™ Edge Handheld User Guide
Chapter 8: Advanced HotSync® Operations ....................................187
Selecting HotSync setup options.....................................................187
Customizing HotSync application settings ...................................189
IR HotSync operations......................................................................191
Preparing your computer for infrared communication ..........191
Configuring HotSync Manager for infrared communication .192
Performing an IR HotSync operation .........................................193
Returning to cradle HotSync operations ...................................194
Conducting a HotSync operation via modem...............................195
Preparing your computer ............................................................195
Preparing your handheld .............................................................196
Selecting the conduits for a modem HotSync operation .........198
Performing a HotSync operation via a modem ........................199
Conducting a HotSync operation via a network ..........................199
Connecting to your company’s dial-in server ...........................199
Performing a dial-in network HotSync operation ....................201
Performing a network HotSync operation via a LAN .............202
Using File Link...................................................................................202
Creating a user profile ......................................................................203
Chapter 9: Setting Preferences for Your Handheld.........................205
Viewing preferences .........................................................................205
Buttons preferences...........................................................................206
Pen preferences ..............................................................................206
HotSync buttons preferences .......................................................208
Connection preferences ....................................................................208
Connection Types ..........................................................................209
Setting modem configurations ....................................................210
Digitizer preferences.........................................................................212
Formats preferences ..........................................................................213
Country default .............................................................................213
Time, date, week start, and numbers formats ...........................213
General preferences...........................................................................214
Auto-off delay ................................................................................214
System, alarm, and game sounds ...............................................214
Network preferences and TCP/IP software..................................215
Selecting a service .........................................................................215
Entering a user name ....................................................................216
Entering a password .....................................................................217
Selecting a connection ..................................................................218
Adding telephone settings ...........................................................218
Connecting to your service ..........................................................221
Creating additional service templates .......................................222
Adding detailed information to a service template .................222
Contents Page vii
Creating a login script .................................................................. 225
Deleting a service template ......................................................... 227
Network preferences menu commands ....................................227
TCP/IP troubleshooting .............................................................. 228
Owner preferences............................................................................ 229
ShortCuts preferences ...................................................................... 230
Creating a ShortCut ......................................................................230
Editing a ShortCut ........................................................................231
Deleting a ShortCut ......................................................................231
Appendix A: Maintaining Your Handheld .........................................233
Caring for your handheld................................................................ 233
Battery considerations...................................................................... 234
Resetting your handheld ................................................................. 235
Performing a soft reset .................................................................235
Performing a warm reset ............................................................. 236
Performing a hard reset ...............................................................236
Appendix B: Troubleshooting Tips.....................................................239
Software installation problems ....................................................... 239
Operating problems.......................................................................... 240
Tapping and writing problems.......................................................241
Application problems....................................................................... 242
HotSync problems ............................................................................ 243
Beaming problems ............................................................................ 247
Password problems .......................................................................... 248
Technical support ............................................................................. 249
Appendix C: Creating a Custom Expense Report.............................251
About mapping tables......................................................................251
Customizing existing sample templates........................................ 252
Determining the layout of the Expense Report ............................ 253
Labels .............................................................................................. 253
Sections ........................................................................................... 254
Analyzing your custom Expense Report....................................... 255
Programming the mapping table ................................................... 256
Using applications other than Microsoft Excel.............................260
Expense file details ........................................................................... 261
Appendix D: Non-ASCII Characters for Login Scripts ......................263
Warranty and Other Product Information .......................................265
Index ....................................................................................................279
Page viii Visor™ Edge Handheld User Guide
About This Guide
Welcome to the Visor™ Edge handheld computer. This guide is
designed to help you get up and running quickly on your handheld.
It describes all you need to know about how to use your handheld and
the applications that come with it.
It walks you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Using your handheld with your computer
■
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your
handheld, you can use the rest of this guide as a reference for less
common tasks, for maintaining your handheld, and also as a source of
information if you have problems operating it.
Page 1
Page 2
Chapter 1
Introduction to Your Visor™ Edge Handheld
This chapter explains the physical buttons and controls on your
Visor™ Edge handheld computer, how to use your handheld for the
first time, and how to use HotSync
handheld and Palm™ Desktop software.
Getting to know your handheld
What is a Visor Edge handheld?
With your Visor Edge handheld, 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. Your handheld 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 Plus so you can
view them by the day, week, month, year, or in list format; you can
even set an alarm to remind you of important meetings. Keep all your
contact names, addresses, phone numbers, and other details in
Address, so you can find them as soon as you need them. Add your
tasks to To Do list, prioritize them so you don’t overlook them, and
assign them a due date.
®
technology to synchronize your
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 so unauthorized eyes cannot view
your data.
When you are out of the office, track your expenses for your expense
reports; then transfer 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 1 Page 3
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■
Windows 98, Windows ME, Windows 2000, (for USB cradle)
--or-Windows 95, Windows 98, Windows ME, Windows 2000, or
Windows NT 4.0 (for serial cradle)
■
8 MB RAM (memory)
16 MB recommended
■
25 MB available hard disk space
■
VGA monitor or better
■
CD-ROM drive (you can also download Palm Desktop software
from www.handspring.com)
■
Mouse
■
USB port (for USB cradle)
Serial port (for serial cradle)
Optional equipment
■
Modem (such as a Springboard™ modem)
■
Springboard expansion modules
minimum,
Upgrade information
If you already own a Palm OS® handheld, Handspring recommends
that you install the version of Palm Desktop software that comes with
your Visor Edge handheld into the same folder as your current Palm
Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software in order to update the HotSync Manager on
your computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new handheld.
To upgrade:
1. Synchronize your old handheld with your old Palm Desktop
software. This ensures that the latest information from your
handheld is on your desktop computer.
Page 4 Introduction to Your Visor™ Edge Handheld
2. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy your user name folder, and
store the copy outside the Palm Desktop software folder.
3. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
4. Place your new handheld in the cradle and press the HotSync
button. If the Select User dialog box appears, select your user
name.
5. Compare the applications on your old and new handhelds.
6. Beam any third party applications that did not transfer from your
old handheld to your new handheld, or install them from the
original files.
Each handheld must have a unique name
After you complete the upgrade process described above, you have
two handhelds with the same name. This is an undesirable situation.
Each handheld must have a unique name in order to prevent
unexpected results during HotSync operations and other
complications.
We strongly recommend that you perform a hard reset on your old
handheld. See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old handheld; it also
erases the name and makes that handheld a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old handheld, you are asked to give it a name. Be sure to give
it a unique name.
Chapter 1 Page 5
Visor Edge components
a
Styl
Locating front panel controls
us
Stylus
release
Screen
IR port
Contrast control
Application
buttons
Microphone
Stylus and
Stylus
release
Handheld
screen
Graffiti
writing
area
Power
button and
backlight
control
®
writing are
Scroll buttons
Graffiti
Power button and
backlight control
LED
Serves as the writing instrument used to enter data in
your handheld. To use the stylus, press the stylus
release, slide the stylus out of the slot, and hold it as you
would a pen or pencil.
Displays the applications and information stored in your
handheld. It is touch-sensitive and responds to the
stylus.
The area where you write letters and numbers using the
Graffiti alphabet. See Chapter 2 to learn how to write
Graffiti characters.
Turns your handheld on or off and controls the backlight
feature. If your handheld is turned off, pressing the
power button turns the unit on and returns you to the
last screen you viewed.
If your handheld 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.
Page 6 Introduction to Your Visor™ Edge Handheld
LED
indicator
Indicates the status of the battery as it charges. When
your handheld is in the cradle, the LED blinks while the
battery charges and stays on after the battery is charged.
When the silent alarm setting is active, the LED blinks as
an alarm notification. See “Date Book Plus menus” in
Chapter 6 for details.
IR port
Contrast
Control
Application
buttons
Uses infrared technology to transmit data to and receive
data from other Palm OS handhelds. See “Beaming
information” in Chapter 7 for more information. You can
also use the IR port to update the information between
your handheld and computer using HotSync
technology. See “IR HotSync operations” in Chapter 8
for details.
Displays the contrast control screen where you can
adjust 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, you may need to adjust the contrast.
To adjust the contrast, drag the slider or tap the arrows
to increase or decrease the contrast. To fine tune the
contrast, press the scroll buttons on the front panel of
your handheld.
Activates the individual applications that correspond to
the icons on the buttons: Date Book Plus, Address, To Do
List, and Memo Pad. See “Buttons preferences” in
Chapter 9 for details on reassigning these buttons to
activate any application on your handheld.
Tip:
If your handheld is turned off, pressing any
application button activates your handheld and
opens the corresponding application.
Scroll
buttons
Displays text and other information that extends beyond
the area of the handheld screen. Pressing the bottom
scroll button scrolls down to view information below the
viewing area, and pressing the top scroll button scrolls
up to view the information above the viewing area.
Microphone
For use with Springboard expansion modules that
support this feature.
Chapter 1 Page 7
Using the backlight
If you have difficulty seeing the information on your handheld, you
can use the backlight to illuminate your screen.
To activate the backlight:
■
Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip:
In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 9 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 9
for more information.
Page 8 Introduction to Your Visor™ Edge Handheld
Locating back panel components
Edge connector
port
Reset
button
USB and serial
connector
Edge connector
port
Enables you to connect the detachable
Springboard slot. To install the detachable
Springboard slot and add expansion modules to
your handheld, you must first remove the flip
cover or the edge connector door.
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
USB and serial
connector
The connector that connects your handheld to the
cradle, which in turn connects to a USB port or
serial port on your computer. This allows you to
update the information between your handheld
and computer using HotSync technology.
Protective flip cover
The flip cover protects the handheld screen when it is not in use. Your
handheld comes with the flip cover already attached, but if you prefer,
you can remove the flip cover and attach the edge connector door.
To remove the flip cover:
1. Open the flip cover.
2. Gently pull the flip cover out of the edge connector port.
Chapter 1 Page 9
To attach the flip cover:
1. Gently press the top of the flip cover onto your handheld until it
clicks into place.
Tip:
The flip cover opens at two angles (it does not flip all the way
back). Find the one that works best for the current lighting
conditions.
Open from
this end
Page 10 Introduction to Your Visor™ Edge Handheld
To attach the edge connector port door:
1. Remove the flip cover as described earlier in this section.
Edge connector
port door
2. Insert the tab on the top edge of the edge connector port door into
the edge connector port.
Charging the battery
To use your handheld, you must connect the cradle and charge the
battery. See “Battery considerations” in Appendix A for tips on
extending the life of the battery.
Connecting the cradle
The cradle that comes with your handheld enables you to charge your
handheld battery and to synchronize the information on your
handheld using HotSync technology.
Note:
To connect the cradle:
1. Plug the AC adapter cable into the back of the cradle cable
2. Plug the cradle cable connector into the USB port or serial port on
Chapter 1 Page 11
If your computer does not have a USB port, or it uses
Windows 95 or Windows NT, you need a serial cradle to
connect to your computer. You can purchase a serial cradle
from www.handspring.com.
connector.
your computer.
USB cradle and port
Serial
t
Note:
If you are unsure about the exact location of the USB port or
serial port on your computer, refer to the manual supplied
with the computer.
3. Plug the AC adapter into a wall outlet.
cradle and por
Page 12 Introduction to Your Visor™ Edge Handheld
To charge the battery:
1. Connect the cradle as described in the previous steps.
2. Place your handheld in the cradle.
LED
Note:
The LED blinks while your handheld charges. When the
LED stays on, your handheld is charged. It takes about 90
minutes to fully charge a drained battery.
Chapter 1 Page 13
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your handheld screen is the basic action to
get things done on your handheld.
The first time you start your handheld, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your handheld with its
touch-sensitive screen so that when you tap an element on the screen,
the handheld can detect exactly which task you want to perform.
Important
With your handheld turned on, you can tap the handheld screen to
perform many operations, such as the following:
■
■
■
■
■
:
Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
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
the stylus to drag the slider of any scroll bar.
Page 14 Introduction to Your Visor™ Edge Handheld
Elements of the handheld interface
Menu bar
Command
buttons
Icons
Menu
bar
Check
box
Icons
Pick list
Command
buttons
A set of commands that are specific to the application.
Not all applications have a menu bar.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Tap the icons to open applications , menus ,
Calculator , and to find text anywhere in your data
.
abc
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
123
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
Check box
When 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 list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
Chapter 1 Page 15
Previous/next
arrows
Scroll
bar
Next/
previous
arrows
Scroll bar
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.
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.
You can also scroll to the previous and next pages by
pressing the scroll buttons on the front panel of your
handheld.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open the four main
applications — Date Book Plus, Address, To Do List, and Memo Pad
— with the application buttons on the front panel of your handheld.
Tip:
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your handheld first.
Page 16 Introduction to Your Visor™ Edge Handheld
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, 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 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. Do one of the following:
■
Open an application (such as Memo Pad) and then tap the
Menu icon .
■
Tap the inverted tab at the top of any application’s screen
(except Calculator).
Chapter 1 Page 17
Tap inverted tab
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 computers. The command letters appear to the right of the
command names. To use the Graffiti menu commands, the menu bar
must be closed.
Menu commands
Command letters
Page 18 Introduction to Your Visor™ Edge Handheld
To use the Graffiti menu commands:
1. In the Graffiti text area, draw a diagonal line from the lower left to
upper right.
The Command toolbar appears for about four seconds.
Command toolbar
2. Immediately write the corresponding command letter in the
Graffiti letter area.
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Tip:
If you wait more than three seconds to write the menu
command, you need to redraw the Graffiti Command
stroke to redisplay the Command toolbar.
Command toolbar
The Command toolbar provides quick access to frequently used menu
commands. The commands available vary based on the active screen.
To use the command toolbar:
1. In the Graffiti text area, draw a diagonal line from the lower left to
upper right.
The Command toolbar appears for about four seconds.
Command toolbar
2. Tap the icon for the command you want.
Tip:
If you wait more than three seconds to tap the icon, you
need to redraw the Graffiti Command stroke to redisplay
the Command toolbar.
Displaying online tips
Many of the dialog boxes that appear on your handheld 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.
Chapter 1 Page 19
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Four ways to enter data
There are four ways to enter data into your handheld:
■
Using Graffiti writing
■
Using the onscreen keyboard
■
Entering or importing data in Palm Desktop software and then
synchronizing with your handheld
■
Using an external keyboard
Graffiti writing
Your handheld 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.
Write letters here Write numbers here
Division marks
Page 20 Introduction to Your Visor™ Edge Handheld
Your handheld also includes Giraffe, a game you can use to practice
Graffiti writing. See “Installing and removing applications” in
Chapter 3 for installation instructions. The Memo Pad application is
ideal for practicing Graffiti writing. This section explains how to open
Memo Pad and use it to practice Graffiti writing.
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
information.
Chapter 1 Page 21
Onscreen keyboard
When you create or edit a record in an application such as Address,
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
Tap here to display
alphabetic keyboard
Numeric
Backspace
Carriage return
International
Tap here to display
numeric keyboard
Page 22 Introduction to Your Visor™ Edge Handheld
Tap here to display
international keyboard
Using Palm Desktop software
If you have new records you want to add to your handheld and prefer
to use the computer keyboard rather than the onscreen keyboard,
enter the data in Palm Desktop software or the PIM you have installed
to use with your handheld.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your handheld with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 5 for
more information.
HotSync
button
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop software. You can import data stored in
computer applications such as spreadsheets and databases, or data
from another Palm OS handheld. When you import data, you transfer
the records to your handheld without having to enter them manually.
See “Importing data” in Chapter 2 for more information.
Using an external keyboard
You can connect an optional keyboard accessory to the connector on
your handheld so you can type data directly into your handheld.
External keyboards are very helpful when you need to enter large
amounts of data quickly and accurately while you are away from your
computer. For more information about external keyboard accessories,
go to the web site: www.handspring.com.
Chapter 1 Page 23
Customizing your handheld
You can customize your handheld by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your
handheld to work with a modem or network. See Chapter 9 for more
information on customizing your handheld.
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. 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 can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 9 for more
information.
5. Tap OK.
Page 24 Introduction to Your Visor™ Edge Handheld
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Palm Desktop software
Palm Desktop software includes the same main applications as your
handheld:Date Book, Address, To Do List, Memo Pad, Expense, and
desktop e-mail connectivity. You can use the HotSync feature of this
software to back up and exchange data between your handheld and
your computer. It is a good idea to back up your data in case
something happens to the data on your handheld. Changes you make
on your handheld or Palm Desktop software appear in both places
after you synchronize.
With Palm Desktop software, you can do the following:
■
Work with your handheld applications on your computer. Palm
Desktop software duplicates the Date Book, Address, To Do List,
Memo Pad applications on your handheld, so you can view, enter,
and modify any data stored on your handheld.
■
Back up the data stored on your handheld 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 5 for details.
■
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, To Do List, and Memo Pad
information on any printer.
Chapter 1 Page 25
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.
Note:
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do
to your 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
2. Insert the Palm Desktop software CD-ROM into the computer’s
3. Follow the onscreen instructions to complete the installation.
You must install the software that comes with your Visor Edge
handheld even if you already installed Palm Desktop software
for a previous Palm OS handheld.
not
simply copy the Palm Desktop software files
as Microsoft Office, and disable any virus-scanning software.
CD-ROM drive.
Using your handheld with Microsoft Outlook
The software that comes with your Visor Edge handheld includes
everything you need to synchronize your handheld with Microsoft
Outlook. If you already have Microsoft Outlook installed on your
computer, the installation program prompts you to choose the
Microsoft Outlook synchronization option.
Using your handheld with another PIM
If you prefer to use another personal information manager (PIM), such
as Lotus Notes, you can use it if third-party connection software,
called a conduit, is available for your PIM. You must install the
software that came with your Visor Edge handheld along with the
conduit for your PIM to synchronize the data between your handheld
and your PIM. For information on conduit software, go to this web
site: www.handspring.com.
Page 26 Introduction to Your Visor™ Edge Handheld
Installing a Springboard module
Springboard expansion modules enable you to extend the functions of
your handheld.
To install a Springboard module:
1. Remove the flip cover or the edge protector port door.
2. Slide the detachable Springboard slot onto the back of your
handheld.
Align with grooves on the
side of your handheld
3. Insert the Springboard module into the expansion slot until the
connectors are secure.
Chapter 1 Page 27
Page 28 Introduction to Your Visor™ Edge Handheld
Chapter 2
Entering Data in Your Handheld
This chapter explains how to enter data into your Visor™ Edge
handheld computer, by writing with the stylus in the Graffiti
area, by using the onscreen keyboard, by using the computer
keyboard, by using an external keyboard, or by importing data from
another application.
®
writing
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use
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.
■
The heavy dot on each shape shows where to begin the stroke.
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 only there to show you where
to begin the stroke).
Chapter 2 Page 29
■
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your handheld recognizes
and displays the text character immediately. To accomplish single
strokes, some Graffiti strokes are portions of the regular alphabet
equivalents.
■
The Graffiti writing area is divided into two parts: one for writing
the letters of the alphabet and one for writing numbers. The small
marks at the top and bottom of the Graffiti writing area indicate
the two areas.
Write letters here Write 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.
Page 30 Entering Data in Your Handheld
3. Position the stylus in the left-hand side of the Graffiti writing area.
4. Start your stroke at the heavy dot and draw the stroke shape as it
appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your
handheld recognizes your stroke immediately and prints the letter at
the insertion point on the screen.
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 does not recognize
them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■
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 2 Page 31
The Graffiti alphabet
Letter Strokes Letter Strokes
AN
B
O
CP
D
Q
ER
F
G
S
T
HU
IV
JW
KX
LY
M
Z
Space Back Space
Carriage
Period
tap twice
Return
Page 32 Entering Data in Your Handheld
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:
To draw the first letter of a word as a capital letter:
■
Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
new record (by tapping New or a blank line).
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 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 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 2 Page 33
Graffiti numbers
Number Strokes Number Strokes
0
5
1
27
38
4
6
9
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 34 Entering Data in Your Handheld
Symbol Stroke Symbol Stroke
Period
.
Dash
—
Comma
,
Apostrophe
'
Question
?
Exclamation
!
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:
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 2 Page 35
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 a a a a a
Using these accent strokes, you can write the following accented
letters:
à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
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:
Page 36 Entering Data in Your Handheld
You must write these non-English characters in the left side of
the Graffiti writing area.
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 only)
Next Field
(Address only)
Open Address Record
(Address 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 comes with several predefined ShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 9 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 2 Page 37
Your handheld includes the following predefined Graffiti ShortCuts:
Entry ShortCut
Date stamp
Time stamp
Date / time stamp
Meeting
Breakfast
Lunch
Dinner
ds
ts
dts
me
br
lu
di
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
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 Tap here for numeric keyboard
4. Tap the characters to enter text and numbers.
Note:
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Page 38 Entering Data in Your Handheld
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.
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer
keyboard, you can use Palm™ Desktop software, or any supported
PIM, to enter information. You can then perform a HotSync
®
operation
to synchronize the information on your computer with the
information on your handheld. All the main applications on your
handheld are available in Palm Desktop software and in most PIMs.
Refer to Palm Desktop online Help for more information on entering
data on your computer.
Importing data
If you have data stored in computer applications such as spreadsheets
and databases, or if you want to import data from another Palm OS
handheld, you can transfer the data to your handheld without having
to key it in manually. Save the data in one of the file formats listed
below, import it into Palm Desktop software, and then perform a
HotSync operation to transfer the data to your handheld.
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 OS handhelds or to create a copy of your important Palm
Desktop information.
Chapter 2 Page 39
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
imported field on the right.
8. If you do not want to import a field, deselect the check box for that
field.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your handheld, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing and
exporting data.
Using an external keyboard
You can connect an optional keyboard accessory to the connector on
your handheld so you can type data directly into your handheld.
External keyboards are very helpful when you need to enter large
amounts of data quickly and accurately while you are away from your
computer.
Page 40 Entering Data in Your Handheld
Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your
Visor™ Edge 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 is equipped with a variety of applications. All the
applications installed on your handheld appear in the Applications
Launcher. See “Opening applications” in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or
press an application button on the front panel of your handheld to
switch to another application. Your handheld automatically saves
your work in the current application and displays it when you return
to that application.
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 3 Page 41
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.
Page 42 Managing Your Applications
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. As an alternative, you can choose to show a list of applications.
You can also choose to view the same category of applications each
time you open the Applications Launcher.
To change the Applications Launcher display:
1. 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.
Chapter 3 Page 43
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:
4. Make changes to the settings.
5. Tap OK.
Not all applications have a Preferences command.
Installing and removing applications
This section explains how to install and remove applications on your
handheld and how to remove Palm™ Desktop software from your
computer.
Installing add-on applications
Your handheld comes with the Date Book, Date Book Plus, Address,
To Do List, Memo Pad, Expense, Calculator, City Time, and Mail
applications installed and ready to use.
You can also install additional applications on your handheld, such as
games and other software. The Install Tool makes it easy to install
software on your handheld during a HotSync
variety of third-party applications available for your handheld. To
learn more about these applications, go to the web site:
www.handspring.com.
Note:
Any game or application that you install on your handheld
resides in RAM memory; you can delete them at any time.
®
operation. There are a
To install add-on software on your handheld:
1. Copy or download the application you want to install into the addon folder in your Palm Desktop directory on your computer.
Note:
Page 44 Managing Your Applications
If the software you download is compressed, you need to
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.
3. Click Install.
Tip:
You can also access the Install Tool dialog box by
selecting Install Tool from the Handspring 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 handheld.
Chapter 3 Page 45
5. Click Add.
6. Select the application(s) that you want to install on your handheld.
7. Click Open.
Note:
Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
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 “Other ways to delete records” in Chapter 5
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.
®
writing.
Page 46 Managing Your Applications
Removing applications
In the event that you run out of memory or decide that you no longer
need an application you installed, you can remove applications from
your handheld. You can remove only add-on applications, patches,
and extensions that you install; you cannot remove the applications
that reside in the ROM portion of your handheld.
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.
8. Check the Backup folder in the Palm Desktop folder on your
computer. If you find a PRC file for the application you just
removed, delete the PRC file from the Backup folder.
Tip:
Chapter 3 Page 47
If you installed Palm Desktop software for the first time
when you purchased your Visor Edge handheld, the Palm
Desktop software is located in the Handspring folder. If
you upgraded from a previous version of Palm Desktop
software, these files are located in the Palm folder.
Removing Palm Desktop software
Removing Palm Desktop software also removes HotSync Manager. If
you remove this software from your computer, you cannot
synchronize your data. So, we highly recommend leaving Palm
Desktop software on your 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.
Security
Your handheld comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
■
Mask or hide entries you define as private. The Mask option
displays a gray bar over private records, and the Hide option
completely removes (hides) private records. See “Making records
private” in Chapter 5 for more information.
■
Assign a password to the Security viewing options. Assigning a
password requires you to enter a password to view masked or
hidden private entries; not assigning a password enables you (or
anyone else) to view individual masked private entries by tapping
them, and to view all hidden or masked private entries by
selecting Show Records in the Security dialog box.
■
Lock and turn off your handheld so that it does not operate until
you enter the correct password.
Page 48 Managing Your Applications
Assigning a password
You can assign a password to protect your private records and to lock
your handheld.
To assign a password:
1. Tap the Applications icon .
2. Tap the Security icon .
3. Tap the Password box.
4. Enter a password, and tap OK.
Tap here
5. Enter the
same
password a second time, and tap OK.
Changing or deleting a password
Once you define a password for your handheld, you can change or
delete it at any time. You must enter the current password before you
can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
Chapter 3 Page 49
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
You can also lock your handheld so that you need to enter your
password to operate it.
Important:
If you lock your handheld, you must enter the exact
password to re-activate your handheld. If you forget the
password, you need to perform a hard reset to resume
using your handheld. Performing a hard reset deletes all
the records in your handheld; however, you can restore
all previously synchronized data at the next HotSync
operation. See “Performing a hard reset” in Appendix A
for details.
To lock your handheld with a password:
1. Assign a password.
2. Tap Lock & Turn Off.
Tap Lock &
Turn Off
3. Tap Off & Lock.
4. To start your handheld, turn it on, and then enter the password.
Page 50 Managing Your Applications
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. Deleting
a forgotten password also deletes all entries and files marked as
Private.
Important:
To delete a forgotten password:
1. Tap the Password box.
2. Tap Lost Password.
If you synchronize with your computer before deleting a
forgotten password, your handheld restores your private
entries the next time you perform a HotSync operation,
but it does not restore the password.
Tap here
3. Tap Yes.
Chapter 3 Page 51
Page 52 Managing Your Applications
Chapter 4
Overview of Basic Applications
This chapter briefly describes each application and how to open it.
Your Visor™ Edge handheld computer includes these basic
applications:
■
Date Book
■
Date Book Plus
■
Address
■
To Do List
■
Memo Pad
■
Calculator
■
CityTime
■
Expense
Chapter 4 Page 53
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.
■
Display a monthly calendar to quickly spot days where you have
morning, lunch, or afternoon appointments.
■
Display an agenda with both your appointments and your To Do
items.
■
Set an alarm to sound prior to the scheduled activity.
■
Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to
track with your handheld.
■
Attach notes to individual events for a description or clarification
of the entry in your Date Book.
To open Date Book:
1. Tap the Applications icon .
2. Tap the Date Book icon .
View icons
Note:
Page 54 Overview of Basic Applications
Tap the view icons to select a Date Book view.
Date Book Plus
Date Book Plus is an enhanced version of the Date Book
application. In addition to all the standard Date Book features,
it provides a variety of advanced views and functions.
In Date Book Plus, you can do the following:
■
View To Do items in select calendar views.
■
Display a chart of your appointments for one or two weeks
complete with descriptions of each event.
■
Display a calendar of an entire year.
■
Display a list of your appointments in List View.
■
Create unscheduled events that float from one day to the next until
you complete them.
■
Create a Daily Journal to track events with automatic time stamps.
■
Save event templates and use them to quickly create similar
events.
To open Date Book Plus:
■
Press the Date Book Plus application button on the front panel of
your handheld. Date Book Plus opens to today’s schedule.
Date Book Plus button
Note:
Press the Date Book Plus application button repeatedly to
cycle through the Day, Week, Week with Text, Month, Year,
and List views.
Chapter 4 Page 55
Address
Address enables you to keep names, addresses, phone numbers,
and other information about your personal or business contacts.
In Address, you can do the following:
■
Quickly look up, enter, or duplicate names, addresses, phone
numbers, and other information.
■
Enter up to five phone numbers (home, work, fax, mobile, etc.) or
e-mail addresses for each name.
■
Define which phone number appears in the Address list for each
Address entry.
■
Attach a note to each Address entry, in which you can enter
additional information about the entry.
■
Assign Address entries to categories so that you can organize and
view them in logical groups.
To open Address:
■
Press the Address application button on the front panel of your
handheld. Address opens to display the list of all your records.
Address button
Note:
Press the Address application button repeatedly to cycle
through the categories in which you have records.
Page 56 Overview of Basic Applications
To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■
Make a quick and convenient list of things to do.
■
Assign a priority level to each task.
■
Assign a due date for any or all of your To Do items.
■
Assign To Do items to categories so that you can organize and
view them in logical groups.
■
Sort your To Do items either by due date, priority level, or
category.
■
Attach notes to individual To Do items for a description or
clarification of the task.
To open To Do List:
■
Press the To Do List application button on the front panel of your
handheld. To Do List opens to display the category of items you
last viewed.
To Do List button
Note:
Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
Chapter 4 Page 57
Memo Pad
Memo Pad provides a place to take notes that are not associated
with records in Date Book, Address, or To Do List.
In Memo Pad, you can do the following:
■
Take notes or write any kind of message on your handheld.
■
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
software and HotSync
■
Assign memos to categories so that you can organize and view
them in logical groups.
■
Write down phone numbers and other types 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. 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.
Page 58 Overview of Basic Applications
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, division and a variety of advanced math and
scientific calculations.
In Calculator, you can do the following:
■
Select a view to perform specific types of calculations including:
math, trigonometry, finance, logic, statistics, weight/temp, length,
area, and volume.
■
Store and retrieve values.
■
Display the last series of calculations, which is useful for
confirming a series of “chain” calculations.
■
Create a custom view with the buttons you use most often.
■
Switch to basic mode to perform simple calculations.
To open Calculator:
■
Tap the Calculator icon next to the Graffiti® writing area.
Chapter 4 Page 59
CityTime
CityTime helps you keep track of the time anywhere around
the globe.
In CityTime, you can do the following:
■
Select a home city as a point of reference.
■
Display the day and time in four other cities simultaneously.
■
Add a definition for any city that isn’t in the default list.
■
Display sunrise and sunset information for your home city.
To open CityTime:
1. Tap the Applications icon .
2. Tap the CityTime icon .
Page 60 Overview of Basic Applications
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your computer.
In Expense, you can do the following:
■
Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
■
Assign expense items to categories so that you can organize and
view them in logical groups.
■
Keep track of 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 computer. (Microsoft
Excel is
To open Expense:
1. Tap the Applications icon .
2. Tap the Expense icon .
not
included in the Visor Edge handheld package.)
Chapter 4 Page 61
Page 62 Overview of Basic Applications
Chapter 5
Common Tasks
This chapter provides instructions on how to do tasks that you can do
in most or all of the basic applications. It’s easy to transfer what you
learn in one application to the others because the structure and
behavior of all the applications are quite similar. The term “records”
is used to refer to an individual item in any of the basic applications: a
single Date Book Plus event, Address 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 Plus, Address, 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 Plus only: Select a record type from the pop-up list,
select start and end times for your event, and then tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address and Memo Pad only: Tap Done.
There’s no need to save the record because your Visor™ Edge
handheld computer saves it automatically.
Chapter 5 Page 63
Editing records
After you create a record, you can change, delete, or enter new text at
any time. Two screen features tell you when your handheld is in
editing mode:
■
A blinking cursor
■
One or more edit lines
Blinking cursor
Edit line
Entering text
For information on how to enter text using 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
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. You can drag
The following commands may appear in an Edit menu:
Page 64 Common Tasks
select
in an application.
text to select additional words, or drag
lines.
Tip:
To select a word, double-tap the word. To select a whole
line, triple-tap the line.
down
to select a group of
across
the
Undo
Reverses the action of the
last edit
command. For
example, if you used Cut to remove text, Undo
restores the text you removed. Undo also
reverses deletions done by using backspace.
Cut
Copy
Paste
Select All
Keyboard
Graffiti Help
Removes the selected text and stores it
temporarily in the memory of your handheld.
You can paste the text you cut into another area
of the current application or into a different
application.
Copies the selected text and stores it
temporarily in the memory of your handheld.
You can paste the text that you copy into
another area of the current application or into a
different application.
Inserts 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.
Selects 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.
Opens the onscreen keyboard. When you finish
with the onscreen keyboard, tap Done.
Opens screens that show all the Graffiti
character strokes. Use this command anytime
you forget a stroke for a character.
Chapter 5 Page 65
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 and Date Book Plus: Delete Event
Address: 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
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.
■
Tap the Delete icon on the Command toolbar.
Note:
Page 66 Common Tasks
In Date Book and Date Book Plus, if you delete the text of
a repeating event, you delete all instances of that event.
Purging records
Over time, as you use Date Book or Date Book Plus, 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 Plus, and To Do items that you marked
as completed remain in the list, as do Expense items.
All these outdated records take up memory on your handheld, so it’s
a good idea to remove them by using Purge. If you think Date Book
Plus or To Do List records might prove useful later, you can purge
them from your handheld and save them in an archive file.
Purging is also available in Mail. See Chapter 7 for more information.
Purging is not available in Address 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, Date Book Plus
record must be to be purged. Purge deletes repeating events if
the last of the series ends before the date that you purge
records.
Date Book, Date Book Plus, To Do List
the purged records to an archive file on your desktop, 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
transfers them to an archive file on your desktop the next time you
perform a HotSync operation.
Note:
Chapter 5 Page 67
Purging does not happen automatically. You must tap the
command to make it happen.
: Tap the pick list and select how old a
: If you want to save a copy of
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your handheld and desktop software.
Changes you make on your handheld or 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 directly by
connecting your handheld to your computer with the cradle or by
beaming the data from the IR port on your handheld to the IR port on
your computer, or indirectly with a modem or network. See Chapter
8 for information about performing HotSync operations via the IR
port, a modem, or a 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 and Palm Desktop software. After
you enter this information and synchronize, the HotSync Manager
recognizes your handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a
group of users, you may want to create a user profile. See “Creating a
user profile” in Chapter 8 before performing the following steps.
Important:
You must use the cradle for your
first
HotSync operation.
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.
Page 68 Common Tasks
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
The bottom edge of
the handheld 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
Handspring 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.
HotSync
button
Chapter 5 Page 69
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 should have a unique name. To
prevent loss of a user’s records, never try to synchronize
more than one handheld to the same user name.
4. From the Select User dialog box, choose the user name you
assigned to your handheld.
The HotSync Progress dialog box appears and synchronization
begins.
5. Wait for a message on your handheld indicating that the process is
complete.
After the HotSync process is complete, you can remove your
handheld from the cradle.
Categorizing records
Categorize records in the Address, To Do List, Memo Pad, and
Expense applications so that they are grouped logically and are easy
to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your handheld automatically places it in
the category that is currently displayed. If the category is All, your
handheld assigns it to the Unfiled category. You can leave an entry as
Unfiled or assign it to a category at any time.
Page 70 Common Tasks
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and
Personal.
You cannot modify the system-defined categories, but you can
rename and delete the user-defined categories. In addition, you can
create your own user-defined categories. You can have a maximum of
15 user-defined categories in each application.
Address contains the QuickList user-defined category, in which you
can store the names, addresses, and phone numbers you might need
in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to
show how you might sort your expenses for different business trips.
Note:
To move a record into a category:
1. Select the record you want to categorize.
2. In Address only: Tap Edit.
The illustrations in this section come from Address, but you
can use these procedures in all the applications in which
categories are available. Categories are not available in Date
Book and Date Book Plus.
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.
Chapter 5 Page 71
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 toggles through all the categories of that application.
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.
Page 72 Common Tasks
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. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
Chapter 5 Page 73
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.
Finding records
Your handheld offers several ways to find information quickly:
■ All applications
starting with the current application.
■ Date Book, Date Book Plus, To Do List, Memo Pad
displays the Address list screen and lets you add the information
that appears in this list to a record.
■ Address
to scroll immediately to that name. The Fast Lookup feature lets
you use the buttons on the front of your handheld to find a name.
■ Expense
data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
Looking up Address records
When working with Address, the buttons on the front panel of the
handheld makes it easy to navigate among your address entries.
■
In the Address list screen, the scroll buttons move up or down an
entire screen of records. If you hold down a scroll button, you
accelerate the scrolling and display every third screen.
■
In the Address View screen, the scroll buttons move to the
previous or next address record.
■
From the top of the Address list, the top scroll button opens the
Fast Lookup screen.
: Find locates any text that you specify, always
: Phone Lookup
: The Look Up line lets you enter the first letters of a name
: Lookup displays the names in your Address list that have
You can also use the Address Look Up feature to quickly scroll to any
of your Address entries.
Page 74 Common Tasks
To use the Look Up line to find an Address 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.
To use Fast Look Up to find an Address record:
1. Go to the top of the Address list screen.
2. Press the top scroll button.
3. Press the application buttons on the front of your handheld to
narrow the list of names.
Tip:
The range boxes and controls appear on the screen above
the corresponding button so you don’t have to remember
which buttons to press. You can also tap the Fast Lookup
range boxes and controls on the screen instead of pressing
the buttons.
Chapter 5 Page 75
Find names in
this category
Press to find last
names that begin
with A-L
Press to find last
names that begin
with M-Z
Press to find first
names that begin
with A-L
Press to find first
names that begin
with M-Z
4. Continue pressing the application buttons to narrow the list based
on the second, third, forth, etc. letters of the name.
For example, to find the name Jan Vanderlin:
a. Press the Address button to see last names starting with M-Z.
b. Press the Date Book button to see last names with the second
letter between A-L.
c. Press the To Do List button to see first names starting with A-L
and last names starting with M-Z.
d. Press the To Do List button to see first names with the second
letter between A-L.
5. Press the bottom scroll button twice to Stop entering letters and to
enter scroll mode.
6. Press the scroll buttons to select a name from the Fast Lookup list.
7. Press the Address button or the To Do List button to open the
selected address.
8. Press the Date Book button or Memo button to exit Fast Lookup.
Page 76 Common Tasks
Fast Lookup tips
■
To start a new search, press the top scroll button. In scroll mode,
you must exit and reenter Fast Lookup to begin a new search.
■
If the name you want is the only one that matches the ranges you
selected, the address opens.
■
If you are using a Springboard module that supports dialing
features, the Dial dialog box opens and you can dial the selected
number by pressing the Address button for two seconds.
■
An alternate way to activate scroll mode is to press the bottom
scroll button for two seconds.
■
If your addresses are sorted by company and last name, you can
search by company and last name instead of by last and first name.
■
You can disable this feature by clearing the Enable Fast Lookup
check box in Address Preferences.
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 Find dialog 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 word that begin with the text you enter. For ex-
ample, searching for “plan” finds “planet,” but not “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.
Chapter 5 Page 77
As your handheld 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 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.
The record can be in Date Book, Date Book Plus, To Do List, or
Memo Pad.
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.
Page 78 Common Tasks
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:
■ 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
record that begins with “Wi,” your handheld inserts the full name
“Fred Williams” (and its associated information). If you have more
than one name that begins with “Wi,” the Phone Lookup screen
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 replaces the
selected text and adds the name and its associated information.
Chapter 5 Page 79
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address list 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.
3. Tap Who.
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your
Address list 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, and then tap OK.
Page 80 Common Tasks
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, To Do List, Memo Pad, and Expense.
Note:
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 and Memo Pad:
1. Open the application to display the list screen.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
Address
Memo Pad
4. Do one of the following:
Address
Memo Pad
: Tap the setting you want.
: Tap the Sort by pick list and select Alphabetic or
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, open
Memo Pad in Palm Desktop software and click List by. Then
select Order on handheld.
Chapter 5 Page 81
Making records private
In all basic applications, except Mail and Expense, you can make
individual records private. Private records remain visible and
accessible, however, until you select the Security setting to hide or
mask all private records. See “Security” in Chapter 3 for more
information.
Hiding and masking private records
You can hide records that you mark as private. When you hide
records, they do not appear anywhere in the application. When you
mask records, a visual placeholder appears where the record would
normally appear. If you define a password, you must enter it to
display private records.
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
To hide or mask all private records:
1. Make sure the records you want to mask are marked private.
2. Tap the Applications icon .
3. Tap Security.
4. Tap the Current Privacy pick list.
Tap here
5. Tap either Hide Records or Mask Records.
6. Tap OK to confirm that you want to change the security setting.
Page 82 Common Tasks
To display all private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap the Current Privacy pick list.
Tap here
4. Tap Show Records.
If you do not have a password, private records become visible.
If you have a password, the Show Private Records dialog box
appears. Enter your password in this dialog box, and tap OK.
To display a specific masked record:
1. Open the application that contains the record you want to view.
2. Tap the shaded bar that masks the record.
Tap here
Note:
If you have a password, you must enter your password and
tap OK to view the record.
Chapter 5 Page 83
To display all private records in a specific application:
1. Open the application in which you want to display the records.
2. Tap the Menu icon .
3. Tap Options, and then tap Security.
4. Tap the Current Privacy pick list.
5. Tap Show Records.
6. Tap OK.
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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 Plus, you can attach a note
with directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
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 .
To delete a note:
1. Tap the Note icon .
2. Tap Delete.
3. Tap Yes.
Chapter 5 Page 85
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
Page 86 Common Tasks
Chapter 6
Application Specific Tasks
This chapter is organized by application and gives instructions on
how to do tasks that are specific to each of the following applications:
■
Date Book
■
Date Book Plus
■
Address
■
To Do List
■
Memo Pad
■
Calculator
■
CityTime
■
Expense
Chapter 6 Page 87
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.
Note:
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.
It’s possible to schedule events that overlap, but Date Book
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
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
2. Enter a description of the event. You can enter up to 255 characters.
Page 88 Application Specific Tasks
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
Tap to change
hours
Tap to change
minutes
Tap to scroll to
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 6 Page 89
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
Tip:
You can also use the scroll buttons on the front panel of
Next
week
Tap to select a day of
the current week
your Visor™ Edge 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 year Next 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
buttons on the front panel of your handheld 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 90 Application Specific Tasks
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
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
Chapter 6 Page 91
Rescheduling an event
You can easily make changes to your schedule with your handheld.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. 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 5 minutes 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 icon appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
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.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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