StarTAC clipOn
Organizer,
Synchronization,
and TrueSync Desktop
www.starfish.com
www.mot.com
Copyright (c) 1999 Starfish Software, Inc. All rights reserved. Starfish,
TrueS ync, Sidekick, Ear thTime and the St arfish logo are trademar ks of
Starfish Software, Inc. For TrueSync Plus: U.S. patent nos. 5,519,606 and
5,778,346; other patents pending. For Tr ueSync Des ktop: U.S. patent nos.
5,519,606, 5,778,346, 5,845,257, and D388,776; other patents pending. For
the StarTAC clipOn Organizer device: U.S. patent no. 4,369,516. The
furnishing of the Software Product, any accompanying product, or any related
documentation or materials does not give you any license to any patents.
Motorola and StarTAC are trademarks of Motorola, Inc. Any other trademarks
are the property of their respective owners.
Important:
This device complies with par t 15 of t he FCC rules.
Operation is subject to the following two conditions:
(1) This device may not cause harmful interference; (2) This
device must accept any interference received including
interference that may cause undesired operation.
Congratulations on your purchase of the StarTAC clipOn
Organizer. Attaching directly to your StarTA C phone, the
StarTAC clipOn enables you to store, view, and edit thousands
of names, numbers, appointments, notes, and tasks in a space
smaller than the average wallet.
When the clipOn is attached to the StarTAC phone, placing a
call is easy: select a contact on the clipOn and press the
button. The clipOn promptly dials the number for you.
Customize the clipOn to work the way you do. For example,
select right-handed or left-handed operation with one easy
choice on the Preferences screen.
Add contacts, names, tasks, and events on your clipOn, and
then synchronize to a personal information manager (PIM)
such as TrueSync
use personal information manager that is included with your
purchase. To learn more about TrueSync Desktop and
synchronization, see Chapters 5 and 6.
®
Desktop. TrueSync Desktop is an easy-to-
Package Contents
Connector cable
Belt holster
Protective cover
1Introduction1
clipOn
CD-ROM
Documentation
About Starfish TrueSync technology
TrueSync’s unique architecture provides one-step
synchronization support for many popular PIMs, devices, and
services (referred to as accessors). Starfish provides frequent
free accessor updates, to ensure that cus tomers can synchronize
with the most recent releases of supported software and
devices. See “Introducing T ru eSync techno logy” on page 31 to
learn how to obtain free updates.
Connecting the clipOn to your StarTAC
Remove the protective plastic cover by turning over the clipOn
and sliding the cover toward the spring clip. Lift and detach the
cover. Turn off the StarTAC phone before attaching the clipOn.
1
Insert the clipOn’s spr ing cl ip in to the slot on the ba ck of the
phone that is used to attach the phone’s auxiliary battery.
2
Slide the clipOn toward the opposite end of the phone.
3
Insert the connector on the bottom of the clipOn into the
accessory connector on the bottom of the StarTAC
telephone, and apply light pressure to ensure that it is firmly
attached.
NOTE
2Introduction
If you are using vibration mode with an analog phone,
vibration mode will be turned off when you connect the
clipOn with your phone.
Chapter 1
g
g
g
Getting started
Turning on the StarTAC clipOn Organizer
Turn on the StarTAC clipOn by pressing any key. The seven
clipOn keys are described here:
KeyNameDescription
1
Home
View
Select
Edit
Call
Press to
to return to the main (Home) screen. At the Home
screen, turn off the clipOn by pressin
for one second.
Press to see a menu of current options, such
as Daily, Weekly, and Monthly views in the
Calendar.
Press to choose an option.
Press to add or edit contacts, tasks, or
events.
With the phone attached and turned on, press
, select from the list of the last 10 numbers
called, and press to dial. Or, hi
phone number in the Contacts, Calendar, or To Do
views, then press to dial the number.
o up one level; press and hold again
and holding
hlight a valid
3Getting started3
g
KeyNameDescription
Back/Up
Next/Down
Use
through a list or screen.
When addin
move from one letter or number to another.
and to scroll or move the highlight
or editing text, use or to
Getting started with the Setup Wizard
Before using the clipOn, you will need to complete the Setup
Wizard. Start the Setup Wizard by pressing any key to turn on
the clipOn.
Press to
continue.
The status bar displays labeled icons that
tell you which functions you can perform.
In the second Wizard screen, select your user profile. Your
selection determines which set of pre-defined QuickLists is
offered when you add a new event, con tac t, or tas k. These lists
will be updated as you enter new information. The profile also
determines which fields will be used for contact information.
4Chapter 1
Use or to
highlight a profile, and
then press to
select it.
Press to return to
the previous screen.
NOTE
You can change your selected user profile later. To
change it, open the TrueSync window (see “Starting
TrueSync:” on page 37 for details), choose Client |
StarTAC clipOn options, click the QuickLists tab, then
click Reset and choose a new profile.
The next Wizard screen confirms your profile selection.
Press if you
want to change your
profile, then press
to continue.
Next, enter your first name, using and to select the
letters of your name. To scroll quickly, hold down or .
After you have highlighted a choice, pr ess . If you make an
error, select Erase. If you want to enter number s, pres s . T o
return to letters, press again.
When your first name
is spelled correctly,
press .
5Getting started5
Now enter your last name, us i ng t he k eys descr i bed p revi ou sly.
When your last name
is spelled correctly,
press .
After checking your entries to make sure they are correct, press
.
The next task is to customize the time zone setting. Use
and to select a city in your time zone.
Press to
continue with the
Wizard.
To enter the correct date, use and to select the month,
then press . Then use and to select the correct day,
and press to enter your choice. Follow this same
procedure to enter the year.
After you have entered the year , select the time, th en press
when you have finished. Note that the date and time on the
clipOn are updated from your PC when you synchronize.
6Chapter 1
Press to enter
your choice.
The next screen shows a summary of your settings. If they are
correct, press to continue.
Use and to select each digit of the “default” area code.
Press to enter each choice, then press to confirm the
area code. The clipOn will use this area code when you select a
phone number to dial that includes seven digist only (does not
include an area code). Enter your local area code unless you
make most of your calls to a different area code. For
information about placing calls with the clipOn, see “Calling
with the StarTAC clipOn” on page 9.
Now press , and you are ready to start using the StarTAC
clipOn.
Using the clipOn Home screen and views
When you have completed the Setup Wizard, you will see the
Home screen:
To DoCalendarContacts
T o enter a view, such
as the Calendar, use
or to
highlight its icon,
then press .
MemosTime ZonesPreferences
Using the Home screen:
Press or hold until the Home screen appears. From the
Home screen, use:
and to highlight the icons.
7Getting started7
to enter a module.
to check the owner information.
Synchronizing with the clipOn
After you have completed the clipOn’s Setup Wizard,
described in “Getting started with the Setup Wizard” on
page 4, you can quickly and easily syn c hro nize dat a b e twe en a
desktop application, such as TrueSync Desktop or Outlook,
and the clipOn. Note that you must turn on the clipOn before
starting sync hronization. For details about TrueSync
synchroniza tion and usin g TrueS ync Desktop, see
“Synchronizing” on page 37 and “TrueSync Desktop” on
page 47.
Getting connected for synchronization
To set up your clipOn for TrueSync synchronization:
1
Plug the 9-pin end of the clipOn’s con nector cable into your
computer’s serial port and the other end into the sid e of your
clipOn.
2
Turn on the clipOn before starting communications between
the clipOn and the computer.
For details about system requirements on your computer,
please read “Requirements” on page 32.
NOTE
8Chapter 1
If you have a password enabled on the clipOn, when you
start synchronization you will be prompted to enter the
five-key password combination on your computer. For
details about enabling and setting a password, see
“Using Preferences” on page 25.
Chapter 2
Using the StarTAC
clipOn Organizer
Calling with the StarTAC clipOn
T o place a telephone call from the clipOn when it is attached to
the StarTAC phone (for attachment instructions, see
“Connecting the clipOn to your StarTAC” on page 2):
Turn on the StarTAC phone.
1
To dial, either:
2
highlight a valid telephone number in the Contacts,
Calendar, or To Do views, and press the clipOn’s
key once.
press the clipOn’s key in any view to see a list of the
ten most recently dialed telephone numbers. To call one
of those numbers, highlight it, and then press .
2
NOTE
9Using the StarTAC clipOn Organizer9
Telephone numbers that begin with “011” or “+” are
dialed as international calls. All other telephone numbers
are dialed as long distance domestic calls.
You will then see a dialog displaying the telephone number
being dialed, as shown below.
To end a call, press the clipOn’s key again, press the
phone’s End key, or close the phone.
Using Contacts
Using Contacts, you can view and create contact information
such as names, phone numbers, and addresses.
You can also make telephone calls quickly and easily, as
described in “Calling with the StarT AC clipOn” on page 9. To
enter the Contacts module from the Home screen , highlight th e
Contacts icon, and press .
Changing vi ew s
You will see either a category name or “All Cards” at the top
right of the screen. “All Cards” means that you are viewing all
the categories in your clipOn. If you have only one cardfile
category (or no categories), “All Cards” will not appear.
View the number that
is being dialed.
Now you can:
Scroll through the alphabetical tabs with or .
Go to a specific lettered tab by pressing , and then using
or . You can view a specific card by pressing ,
and then using or . Press again to view the
details, and to switch among the address, number, and
note views of the card (the Contact information determines
which views are available). The selected view is indicated
10Chapter 2
in the top right corner by a house, telephone, or notebook
s
icon.
If you have more than one category, choose a category by
pressing , highlighting the desired category with or
If the contents of a cardfile field are too long to display, you
will see three dots (...) at the end of the text to indicate that
additional information can be viewed. To view the entire field
if it is a number, highlight the number, and press . If it is a
text field, use or to scroll.
Sorting cards
Y o u can sort cards in cardfiles alphabetically by last name, first
name, or co mpany.
, and then pressing to make your choice.
The
telephone
icon indicate
that you are
viewing
telephone
information.
To sort cards:
1
In the Contacts module, press . The menu appears.
Highlight Sort Order, then press .
2
Use or to move the highlight to the field by which
you want to sort. Press to choose the sort order.
Changing the telephone number display
You can determine which telephone numbers, e-mail
addresses, and Web site addresses appear on the alphabetically
tabbed cardfiles view.
11Using the StarTAC clipOn Organizer11
To change the information displayed in the Contacts
index view:
1
In the Contacts module, use or , then to go to a
specific lettered tab.
2
Press , and then use or to highlight a specific
card. Press again to view its details.
3
Use or to highlight the field that you want. You
may need to press to move to the correct field. (You are
in the telephone field if you see a telephone icon at the
upper right corner of the card).
4
Press , and select “Select As Default.” This option
appears only if there are multiple entries.
The selected item now appears after the name in the tabbed
cardfiles view.
Editing your Contacts
You can create, edit, and delete Contacts by selecting Edit
mode and using the clipOn’s Wizards. In addition, you can set
up a meeting or a telephone call from within a contact in Edit
mode.
To create a new Contact:
1
Press in Contacts, or in the Home screen.
2
Use or to highlight the New Contact option, and
press .
3
Use or to select the type of Contact that you want.
The Contact types are Business Contact, Personal Contact,
12Chapter 2
Press after
highlighting New
Contact.
and Company; the fields will vary, depending on the type of
contact that you choose.
Choose the Contact
type, and then press
.
4
Now enter the contact’s first name or, if the contact is a
Company, enter the name of the company. Use or
to move from letter to letter, then press to enter each
choice. To change to numbers, press . Press again to
move back to letters. When you are finished, press .
5
Enter the Contact’s last name and press when you are
finished. (If you are entering a Company contact, this screen
will not appear.)
6
Now choose the category for your new Contact. If there are
no categories, or only one category, this Wizard screen will
not be displayed.
7
Confirm the contact name by pressing . If you want to
make a change, press .
8
Depending on your selections, you may be asked to enter
company information for the new Contact. Choose how to
specify the company, then press :
If you choose “Company in Contacts” use or to
scroll through the alphabetical tabs of a cardfile. You can
press , and then use or to go to a specific
lettered tab. Press , and then use or to go to
the card for the company. To enter your choice, press
.
If you choose “New Compan y” enter the comp any name,
and press when you are finished.
Confirm the company name by pressing . If you want to
make a change, press .
13Using the StarTAC clipOn Organizer13
9
Next, enter the contact’s phone, e-mail, or Web information.
Use or to scroll and select the desired contact
method, such as “Work Fax.” Then ent er t he phone numb er ,
e-mail address, or Web site address. If you enter a telephone
number without hyphens or parentheses, such as
“18315553000”, the clipOn will auto format it for you,
adding hyphens and parentheses as needed, such as “1 (831)
555-3000”. Press when you are finished.
NOTE
If the phone number is an international number, be sure
to prefix it with “011” or “+”. All other numbers will be
dialed as domestic calls.
10
Confirm the contact information by pressing . To
change it, press or .
11
At the Contact Summary page, press to accept the new
contact and add it to the clipOn.
To remove a Contact:
1
Highlight the Contact, and then press .
2
Use to move the highlight to Remove, and press .
You will be asked to confirm the deletion of this contact.
Highlight Yes and press to complete the removal, or
highlight No and press to keep the Contact.
To set up a meeting or telephone call with a Contact:
1
Highlight the Contact, and then press .
2
Choose “Meet” or “Schedule Call” from the menu, and then
press .
3
If you are scheduling a call, highlig ht High, Medium, or
Low priority, and then press .
4
Next, select a meeting date or a due date for a call (you can
specify “No due date” for a call but you must select a
meeting date). To choose the meeting date or if you select
“Specific Date” for a call, choose the month, date, and year,
using or to scroll through each field; move from
14Chapter 2
field to field by pressing . For example, if you have used
or to move the month to “Jan,” and then press ,
the highlight will move to the day field. Press to undo
your selection in a field.
5
If you are scheduling a meeting, after you enter the date,
select a meeting start time. Then select the end time.
6
Press to confirm the date (and time for a meeting).
7
If you are scheduling a meeting, you have the option of
choosing a reminder for a meeting. Then press to confirm.
8
The Summary screen will then conclude this task. Press
or, if you want to make a change, press . Calls are listed
in To Do lists and Events in the Calendar.
Using the Calendar
Using the Calendar, you can view, modify, delete, and create
appointments, birthdays, holidays, and other events. To enter
the Calendar module from the Home screen, highlight the
Calendar icon, and press .
Changing views (Daily, Weekly, Monthly)
To move from the Daily to the Weekly to the Monthly areas of
your Calendar , press . You will see a menu of your options.
Highlight the desired view, and press .
Viewing events
Press:
or to m ove to the ne xt or previous day, week , or
month, depending on the view.
and then or to change months in the month
view.
, and then use or to highlight a Calendar event.
To see the details of a highlighted event, press again.
Use or to scroll through the details.
to bring up a menu of options.
15Using the StarTAC clipOn Organizer15
Using reminder alarms
If you set a reminder alarm when you create an event in the
clipOn, or set an alarm for an event in your PIM and
synchronize, the clipOn alarm will remind you of that event.
When an alarm sounds, go to the Home screen to read the
reminder details. Press any key to turn of f th e alarm. Pres s
or to clear the reminder notice.
Editing your Calendar
You can create, modify, and delete Calendar events by
changing to Edit mode and using the clipOn’s Wizards.
To create a new event:
1
Press in the Calendar module or in the Home screen,
then choose New Event.
2
Choose the new event type by highlighting it using or
, and then press .
Select the Event
Type from the list.
3
The next Wizard screen will vary, based on the profile you
chose during the StarTAC clipOn Setup. It will show a preset QuickList of event subjects. Use or to choose
from the list, and then press .
To create an event that is not listed in the QuickList, select
“Other Event.” Then specify the event subject and press
when you are finished. This subject will be added to the
top of your QuickList.
4
Confirm the event’s type and subject by pressing .
5
Select an event participant (or None if there is no other
participant). If you choose:
16Chapter 2
to select a person or company from your Contacts, use
or to scroll through the alphabetical tabs of a
cardfile. Press , and then use or to go to a
specific lettered tab. Press , and then use or
to go to the card for the participant whom you want to
add. Press to enter your choice.
to schedule the event with a new person or company,
specify the name and category as described in steps 4–6
on page 13.
6
To confirm the participant, press .
7
Next, select the event date with or . Use to tab
from the month to the day to the year. Press again
when the date is correct. If you are creating an event with a
time, you will also need to select the start and end times.
8
To confirm the date, press .
9
If you are creating a recurring event, such as a weekly
meeting, choose the recurrence pattern. The future
occurrences of the event are automatically added to the
Calendar, based on the recurrence pattern you select.
Use or to scroll through the list and highlight a
recurrence pattern. Press to enter your choice.
If you select a recurrence pattern, select the duration, such
as “2 W eeks .” Highlight a dur ation, and press to enter
your choice. Confirm the recurrence pattern by pressing
.
10
Depending on the event, you may have the opportunity to
set a reminder alarm. (See “Using reminder alarms” on
page 16.)
11
Press to accept the Event summary.
To follow up, reschedule, or cancel an event:
1
Highlight the event in your Calendar. Press to view the
details if you wish.
17Using the StarTAC clipOn Organizer17
2
Press , and then highlight the desired option: “Follow
up” creates a new meeting; “Reschedule” moves the
original meeting’s date. Press .
3
If you are:
following up or rescheduling an event, choose the new
date and/or time, and press to enter your selection.
canceling an event, you will be asked if you are certain
that you want to delete the event. Select Yes to remove
the event or No to keep the event.
To view details about an eve nt participan t:
1
Highlight the event in your Calendar.
2
Press .
3
Select “Find in Contacts” (if the participant no longer exists
in Contacts, this option will not be displayed).
Using To Do Lists
Using the To Do lists, you can view tasks, calls, and
deliverables. You can also create, reschedule, delete, and check
off To Do items. In addition, you can make calls using phone
numbers in To Do lists.
To view To Do items:
1
From the Home screen, highlight the To Do icon, and press
.
2
You will see a list of your To Do items. Highlight a To Do
item, and press to see the details of that item.
18Chapter 2
T o see the details,
highlight an item, and
press .
3
After viewing the details, press to return to the To Do
list.
4
To see a list of your options in the To Do module, press
. Use or to choose which To Do items you want
to view, and then press .
Checking off completed items
You can check off a To Do item as completed. T hen, when y ou
synchronize to your desktop application, your To Do item will
be checked off there as well.
To check off a completed To Do item:
1
Highlight the item by pressing or , then press
to view the item’s Details.
2
Press to check off the item (or press again to
remove the completion check).
3
If the item that you check off was overdue, it will be
removed from the Overdue Tasks List.
Creating To Do items
You can create To Do items using the clipOn, including tasks,
calls, and deliverables.
To create a To Do item:
1
Press , highlight “New To Do”, and then press .
2
Highlight the type of To Do from the menu, and press .
3
If you are creating a task or deliverable To Do, select the
subject. The list of subjects will vary, based on the To Do
type and the profile you chose during the clipOn Setup.
Press or , then to enter your choice.
To create a task or deliverable subject that is not listed,
select Other. Then specify the event subject and press
19Using the StarTAC clipOn Organizer19
when you are finished. The subject will be added to your
QuickList for this type of To Do item (task or deliverable).
Highlight the To Do’s
subject, and then
press .
4
The Confirmation screen appears. Press to accept your
selection or press to change it.
5
Depending on your selections, you may now be asked to
select a participant. If you decide:
to choose a person or company from your Contacts, use
or to scroll through the alphabetical tabs of a
cardfile. You can press , and then use or to
go to a specific lettered tab. Press , and then use
or to go to the card for the participant whom you
want to add. Press to enter your choice.
to choose a new person or company as the To Do
participant, specify the name and category as described
in steps 4–6 on page 13.
6
To confirm the participant, press .
7
Select a priority for the To Do and then press .
8
Select a due date, if desired. If you chose Specific Date,
choose the month, date, and year. Use or to scroll
through each field, and move fr om field to field by pressing
.
9
Confirm the due date by pressing . To change your
selection, press .
10
At the Summary screen, press to enter your new To
Do item. If you want to return to a previous screen, press
. Then press to make changes.
20Chapter 2
To reschedule or remove a To Do item:
1
Highlight the To Do item with or .
2
Press , highlight the Reschedule or Remove option, and
then press . If you are removing the To Do item, press
to confirm the removal.
3
If you are rescheduling the To Do item, select the priority,
then use or to choose the new date, and press
to enter your selection.
4
If you selected Specific Date from the menu, use or
to change to a different month, day, and/or year, and then
press to confirm each choice.
To view details about a call participant:
1
Highlight the Call in your To Do lists.
2
Press .
3
Select Find in Contacts (if the participant no longer exists in
Contacts, this option will not be displayed).
4
The card for the Contact included in that Call appears.
Using Memos
Use the clipOn to read or create Memos, including short
single-line memos called QuickNotes that you can use as
reminders.
You can add to a Memo at any time. Using the clipOn you can
append to your Memos, bu t yo u can no t edi t co mpl et ed Memos
by changing or deleting text. If you want to edit a Memo,
synchronize it to TrueSync Desktop or another PIM. Edit it in
that information manager, and then resynchronize.
To view or remove Memos:
1
At the Home screen, highlight the Memos icon, and press
. A list of your Memos, including your QuickNotes, will
appear. Highlight an item, and then press to read it,
21Using the StarTAC clipOn Organizer21
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