Palm 200000 User Manual

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DRAFT Palm, Inc. Confidential

Palm™ Tungsten™ C

Handhelds

DRAFT Palm, Inc. Confidential

© 2002 Palm, Inc. All rights reserved. The Palm logo, HotSync, MultiMail, PalmModem, and Palm OS are registered trademarks, and the HotSync logo, Palm, Palm Powered, Tungsten, and VersaMail are trademarks of Palm, Inc. Palm, Inc. uses the Bluetooth trademark under express license fr om Bluetooth SIG, Inc., U.S.A. All other brands are trademarks or registered trademarks of their respective owners.

Disclaimer and Limitation of Liability

Palm, Inc. assumes no responsibility for any damag e or loss resulting from the use of this handbook. Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of

this software. Palm, Inc. assumes 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 End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the 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.palm.com/support/.

PN: 407-4891A-US

Contents

DRAFT Palm, Inc. Confidential

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 4

Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Locating handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Adding an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Adjusting the screen brightness level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3: Navigating and Entering Data . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Tapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Using the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Typing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Accessing international and special characters . . . . . . . . . . . . . . . . . . . . . . . 16

Using the Function key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Using elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Symbol characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Other ways to open applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 41

Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Using menu commands and the command toolbar . . . . . . . . . . . . . . . . . . . . . . 45

Using menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Using the command toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Enabling and disabling Palm On-screen Writing . . . . . . . . . . . . . . . . . . . . . . . . 46

Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Receiving alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Installing files and add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Installing applications and files on a Windows computer . . . . . . . . . . . . . 64

Palm Quick Install Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Installing applications and files on a Mac computer . . . . . . . . . . . . . . . . . . 67

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DRAFT Palm, Inc. Confidential

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Changing Address Entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Performing calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Viewing recent calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Using Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Chapter 7: Using Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Reviewing Card Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Managing an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Using the Card Info menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Selecting an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Changing repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Considerations for repeating or continuous events . . . . . . . . . . . . . . . . . . . 95

Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Working in Week view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Working in Month view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Working in Agenda view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Date Book menus, preferences, and display options . . . . . . . . . . . . . . . . . . . . . 99

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

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DRAFT Palm, Inc. Confidential

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . 109

Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Using Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Changing Note Pad color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Chapter 12: Using Palm

Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Viewing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Viewing photos in Thumbnail view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Viewing photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Viewing a slide show . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Rotating photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Viewing photo information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Organizing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Sorting photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

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Creating an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Filing photos in albums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Copying and Moving photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Renaming or deleting an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Beaming photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Sending photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Deleting photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Working with photos on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Using Palm Photos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Photo menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Setting To Do Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Using To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Chapter 14: Using Palm™ VersaMail™ Personal E-mail Software . . . . . 141

What’s new . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Getting started with the VersaMail application . . . . . . . . . . . . . . . . . . . . . . . . 141

Synchronizing an existing username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Upgrading a MultiMail/VersaMail database . . . . . . . . . . . . . . . . . . . . . . . 142

Setting up and managing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Account and connection types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Setting up a network e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Creating a network e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Creating a synchronize-only account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Setting VersaMail connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . 158

Editing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Deleting an e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Selecting a different service for a given e-mail account . . . . . . . . . . . . . . . 166

Getting, sending, and managing e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Getting and reading e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

vii

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DRAFT Palm, Inc. Confidential

Creating and editing mail folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Creating and sending new e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Working with URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Working with attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Deleting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Emptying the trash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Marking messages as read or unread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Setting preferences for getting and deleting e-mail . . . . . . . . . . . . . . . . . . 218

Adding or updating an Address Book entry directly from a message . . 220

Synchronizing e-mail between the handheld and the desktop . . . . . . . . . . . 221

Configuring an account in HotSync Manager . . . . . . . . . . . . . . . . . . . . . . . 221

Setting synchronization options and account settings . . . . . . . . . . . . . . . . 222

Converting attached files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Synchronizing an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Using SSL with the conduit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Going beyond the basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Managing mail filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Managing mail settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Adding APOP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Adding ESMTP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Cutting and copying text from an e-mail message for use in other applica-

tions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Using the command bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

E-mail header details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Backing up mail databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Wireless IMAP folder synchronization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255

Accessing corporate e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Using Secure Sockets Layer (SSL) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Viewing the wireless coverage indicator . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Troubleshooting account access problems . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Five-way navigation in the VersaMail application . . . . . . . . . . . . . . . . . . . 258

Keyboard shortcuts in the VersaMail application . . . . . . . . . . . . . . . . . . . . 260

viii

Chapter 15: Using Palm™ Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Using Palm Web Browser’s features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Palm Web Browser is easy to use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Palm Web Browser is fast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Palm Web Browser is secure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

What Palm Web Browser looks like . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

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DRAFT Palm, Inc. Confidential

Getting help in Palm Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Opening Palm Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Browsing the Web on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Visiting a web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Following a link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Returning to a web page you just visited . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Returning to your home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Downloading a file to your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

Stopping the download process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Refreshing a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Viewing information about a web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Bookmarking Your Favorite Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Adding a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Visiting a bookmarked page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Editing information about a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Deleting a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Saving Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Saving a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Opening a saved page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Editing information about a saved page . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Copying text from a page to another application . . . . . . . . . . . . . . . . . . . . 275

Deleting a saved page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Finding Web Pages You Recently Visited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Returning to a page you visited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Clearing the History list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276

Customizing Palm Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Changing the default size of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Changing your home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Changing how images are downloaded . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Enabling or disabling autofill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Enabling or disabling cookies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Changing the size of the History list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

Controlling how Palm Web Browser accesses the Internet . . . . . . . . . . . . 281

Viewing web content with plug-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Finding the Palm Web Browser version number . . . . . . . . . . . . . . . . . . . . . . . 282

Palm Web Browser menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Page menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

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DRAFT Palm, Inc. Confidential

Chapter 16: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

Modifying a Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Chapter 17: Performing HotSync

Operations . . . . . . . . . . . . . . . . . . . . . 293

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Connecting to your computer through a wireless local area network (LAN)

298

Performing a wireless network HotSync operation . . . . . . . . . . . . . . . . . . 299

Performing cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . 301

Performing a cradle/cable HotSync operation: Windows computer . . . 301

Performing a direct HotSync operation: Mac computer . . . . . . . . . . . . . . 303

Conducting IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 306

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308

Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 308

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Performing the first HotSync operation with a user profile . . . . . . . . . . . 312

Chapter 18: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 315

Viewing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316

Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317

IR to PC connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318

Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319

Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 321

Sounds and Alerts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

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Alarm Vibrate and indicator light settings . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Keyboard Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Remapping keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Network preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Modem Accessory and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Entering a prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Disabling call waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 328

Using a calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 330

Idle timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Selecting Next Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331

Defining primary and secondary DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332

Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 334

Plug-in applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

On-Screen Writing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336

Enabling Palm On-screen Writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Displaying penstrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337

Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Power preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Cradle settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339

Security preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

Setting security options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 352

ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355

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VPN preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Connecting to your VPN account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357

Wi-Fi preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Turning the 802.11b radio on and off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359

Finding Wi-Fi connection information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Conserving battery power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Adding and editing a Wi-Fi connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 360

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 367

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 368

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 373

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 376

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 377

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 378

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 383

Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Security and VPN problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 384

Wi-Fi problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

xii

Product Regulatory and Safety Information . . . . . . . . . . . . . . . . . . . . . . . . 387

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393

About This Book

DRAFT Palm, Inc. Confidential

This handbook is designed to help you get up and running quickly on your Tungsten C handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It describes:

■ Enabling wireless features

■ Locating all the parts of your handheld

■ Viewing and entering data

■ Working with expansion cards

■ 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 handbook as a reference for performing less comm on tasks, for maintaining your handheld, and for solving problems that might arise as you operate your handheld.

About This Book

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CHAPTER 1

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Welcome

Y our new Palm™ Tungsten™ C handheld is wir elessly enabled so that you can use it to transmit and receive information over the airwaves. Use your handheld to do the following:

■ Connect to your corporate or personal local area network (LAN) wirelessly with

a built-in 802.1 1b radio enabling you to read, compose , and send e-mail on-thego.

■ Browse or search the Internet through your wireless LAN.

■ Stay organized and on time by keeping your appointments, contact

informat ion, and to-do items in one pla ce.

■ Wireless ly connect in coffee shops and airports that have LAN service. A service

subscription agreement is required to access these services.

Before you can use all these features, you must set up your handheld and install software on your desktop computer.

Y our handheld comes with an easy- to-follow installation guide, Palm™ Montana™ Read This First, that steps you through the process of successfully setting up your handheld. The guide contains important information that must be followed for initial setup of the features available on your handheld.

IMPORTANT If you are upgrading from another Pa lm OS

www.palm.com/support/ for important upgrade instructions before beginning your

Tungsten C handheld installation.

System requirements

Before you install and operate Palm™ Desktop software, your computer system must meet the following minimum requirements.

handheld, see

Chapter 1 Welcome

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Minimum req uirement s: Windows comp uters

The minimum requirements for Windows computers are as follows:

■ IBM-compatible Pentium-class computer

■ One of the following operating systems:

– Windows NT 4.0 Workstation with SP6 or later (requires a serial

cradle/cable, sold separately, and administrator rights to install Palm

Desktop software) –Windows 98 –Windows ME – Windows 2000 Pro (requires administrator rights to install Palm Desktop

software) – Windows XP Home or Pro (requires administrator rights to install Palm

Desktop software)

■ Internet Explorer 4.01 with SP2 or later

■ Netscape Navigator

■ 50 megabytes (MB) available hard disk space

■ VGA monitor or better (16 Bit or High Color, and 800 x 600 resolution

recommended)

■ CD-ROM or DVD-ROM drive (you can also downloa d P alm Des ktop sof tware

from

www.palm.com/support/)

■ Mouse

■ One available USB port or serial port (serial cradle/cable sold separately)

Minimum requirements: Mac computers

The minimum requirements for Mac computers are as follows:

■ Mac computer or compatible with a PowerPC processor

■ Mac OS

– Mac OS 9, version 9.1 or later – Mac OS X, version 10.1.2 or later

■ 25MB available hard disk space

■ 12MB available RAM

■ Monitor that supports screen resolution of 800 x 600 or better

■ CD-ROM or DVD-ROM drive (you can also downloa d P alm Des ktop sof tware

from

www.palm.com/support/)

■ Mouse

■ One available USB port or serial port (serial cradle/cable sold separately and

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compatible with Mac OS 9 only)

Finding information

For installation information, see the Palm™ Montana™ Read This First that came with your T ungsten C handheld. For comprehensive information about using your handheld, continue reading this electronic handbook.

For support information, upgrade information, articles, and answers to questions, see

www.palm.com/support/.

For more information about using Palm Desktop software, see the following:

■ The handheld tutorial, Quick Tour. To access this tutorial, tap the Quick Tour

icon from th e Applications main screen.

■ The electronic Palm Desktop software for the Macintosh User’s Guide. T o access this

guide, open the Palm folder and then open th e Documentation f older. Double-click the file Palm Desktop.pdf.

■ The online help for Palm Desktop software. To access the online help, open

Palm Desktop software and select the Help menu.

Finding information

Chapter 1 Welcome

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CHAPTER 2

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Exploring Your Handheld

YourPalm™ Tungsten™ C handheld uses a wireless local area network (LAN) to help you stay in touch with important information while you are away from your desk. You can stay organized, on time, and up-to-date with daily tasks. Use your new handheld to do the following:

■ Compose and securely send and receive business or personal e-mail through

your wireless LAN.

NOTE Some companies re strict access to inte rnal e-mail accounts w hen using

a handheld. Check your company or network administrator for their policy on use of handhelds.

■ Receive alerts when a new e-mail arrives or a reminder occurs. Rely on any or

all of the three alert modes: the indicator light, vibrator, or alarm sound.

■ Set preferences for how you receive alarms: hea ring a sound, seeing a bl inking

indicator light, or feeling your handheld vibrate. Choose any combination.

■ Browse or search the Internet.

■ Enter your schedule in Date Book.

■ Keep all your contact names, addresses, and phone numbers in Address Book.

■ Prioritize and assign your tasks a due date in To Do List.

■ Set alarms from World Clock and Date Book to keep yourself on schedule and

remind yourself of appointments, redial reminders, and notes.

■ Synchronize your data with Palm™ Desktop software on your Windows or Mac

computer so you can work with your personal information on your computer and maintain a copy of your information.

■ Insert SD, MultiMediaCard, or SDIO expansion cards to add more software or

memory, or to back up your data.

■ Beam information to another device that has an infrared (IR) port.

Locating handheld components

Take a few moments to locate the front and back panel components of your handheld.

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Locating front panel controls

Green indicator light

Screen

Date Book

Address Book

Application buttons

Navigator

Select button

Stylus

IR port

Keyboard area

Power button/ Brightness control

Wireless

E-mail

Application buttons

IR port

Uses infrared technology to transmit data to and r eceive data from other Palm OS

handhelds, and to perform HotSync® operations. See “Using elements of the handheld interface” in Chapter 3 and see “Conducting IR HotSync operations” in

Chapter 17 for more information.

Keypad

The area where you type letters and numbers, and access special function keys. See Chapter 3 to learn how to type characters.

Power button

Turns your handheld on or off. If your handheld is turned off, pressing the power button turns the handheld on and returns you to the last screen you viewed.

If your handheld is turned on, pressing the power button turns the unit off.

Locating handheld components

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Application button s

Navigator

Select button

Screen

Green indicator light

Activate the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, E-mail, and Wireless. See “Buttons preferences” in

Chapter 18 for details on reassigning these buttons to open

any application on your handheld. The five-way navigation button enables you to move up,

down, right, and left in pick lists and menus. You can scroll down to view information below the viewing area, and sc roll up to view the information above the viewing area. The navigator also has some special functions that are described in this ha ndbook.

The navigator center Select button enables you to select items. The Select button also has some special f unctions that are described in this handbook.

Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus.

A blinking green light indicates:

■ an e-mail message has arrived.

■ an alarm or event notification has occurred.

Stylus

A dialog box appears, describing the r eason for notif ication. Acknowledging the notification turns off the indi cator light.

The light also indicates that the handheld is properly placed in the cra dle.

Slides in and out of the slot in the side channel of the handheld. T o use the stylus, remove it from the slot and hold it as you would a pen or pencil. Unscrew the top of the stylus to access the reset tool.

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Locating back panel components

Side channel for cover

Speaker

Universal connector

Headset jack

Expansion card slot

Universal connector

Reset button

Expansion card slot

Reset button

Connects your handheld to the cradle, which in turn connects to the back of your computer and through the AC adapter to the wall current. This allows you to rechar ge your handheld as well as update the information between your handheld and computer using HotSync technology.

The universal connector also connects peripheral hardware devices to your handheld.

Under normal use, you should not have to use the reset button. See “Resetting your handheld” in Appendix A for information about when and how to use the reset button.

Accepts SD, MultiMediaCard, and SDIO expansion cards, enabling you to add more memory, applications, or other functionality. You can also back up data to an expansion card.

Headset jack

Speaker

Side channel

NOTE Expansion cards are purchased separately.

Connects a hands-free headset to your handheld, enabling you to recor d and lis ten to voic e m emos, and listen to audio files from the Internet.

For improved system sounds and the playing of audio f il es, such as voice recording (.wav) or multimedia.

The left side channel holds the front cover, which slides in and out.

Adding an expansion ca rd

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A tiny expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have for s toring software a nd data on your handheld.

To insert a card:

1. Insert the card in the direction shown by the icon.

2. Push the card in with your thumb. You feel the card lock and hear the system

sound.

Label on card faced down

Adding an expansion card

Push

Notched corner

To remove a card:

1. Push lightly against the card with your thumb.

2. When the card is released, you hear the system sound.

Push

For complete information about working with expansion cards, see Chapter 7.

Chapter 2 Exploring Your Handheld

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Adjusting the screen brightness level

The screen brightness makes it easy for you to see the information on your handheld. The screen brightness level can be adjusted to for ease of viewing and to extend battery life. You can adjust the brightness level using the Adjust Brightness dialog box.

To adjust the screen brightness level:

1. Press Function + Brightness .

2. Tap to the left or right of the slider to adju st the brightness in small i ncrem ents,

or drag the slider to change the brightness in large increments.

CHAPTER 3

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Navigating and Entering Data

This chapter explains how to enter data into your handheld, navigate around the interface, and use menu commands. There are several ways to enter data, to navigate, and to use menu commands:

■ Tapping

■ Using the five-way navigator

■ Using the handheld keyboard

Tapping

■ Using Graffiti

■ Beaming data from another device that has an infrared port

■ Entering or importing data in Palm™ Desktop software and then synchronizing

writing

with your handheld

Like using a mouse to click elements on a computer scr een, using the styl us to tap elements on your handheld screen is the basic action that gets things done on your handheld.

The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen. 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 Always use the point of t he styl us f or tapp ing or ma king s trokes on the

handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen.

With your handheld turned on, you can tap the handheld screen to do many operations, such as the following:

■ Open applications

■ Choose menu commands

■ Select options in dialog boxes

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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.

Using the navigator

When you work with most applications, the navigator on the front panel of your handheld makes it easy for you to navigate among and select your entries. You can use the navigator to perform tasks without the stylus using one hand.

See Chapter 4 and Chapter 5 for additional information about using the navigator with Address Book, and Chapter 8 for additional information on using the navigator with Date Book.

To navigate in list screens, do any of the following:

■ Press Up or Down on the navigator to scroll an entire screen of records.

■ Press and hold Up or Down on the navigator to accelerate the scrolling.

■ Press Select on the navigator to insert the selection highlight. When the selection

highlight is present, you can do the following: – Press Up or Down on the navigator to scroll to the previous or next records. – Press Select again to view the selected record. – Press Left on the navigator to remove the selection highlight.

To navigate in record screens:

1. Press Up or Down on the navigator to scroll within the current record.

2. Press Right or Left on the navigator to scroll to the pr evious or next record. (This

feature is not available in Address Book.)

3. Press Select on the navigator to return to the list screen.

To navigate in dialog boxes:

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■ While a pick list is open, press Up or Down on the navigator to highlight an

item, and then press Select on the navigator to select the item.

■ Press Select on the navigator to close a dialog. If there’s only one button,

pressing Select activates that bu tton. If there’s multipl e buttons, Select activates affirming buttons such as OK, Yes, or Done.

IMPORTANT Read dialog boxes carefully. Sometimes, selecting OK or Yes results in

deleting data.

Using the keyboard

You can quickly and accurately enter text or numbers on your handheld using the keyboard. The keyboard also has special function keys that enable you to access features. Another feature is AutoCorrect, which automatically corrects some common misspellings when entering data from the keyboard.

Using the keyboard

Below the keyboard are application buttons and the 5-way naviga tor that enables you to navigate menus and pick lists quickly without using the stylus. These features are described in Chapter 2.

Letter and number keys

Tab/Brightness key

Function key

CAPS/Find key

Letter and number keys: Enables you to enter letters and numbers. You

Space/Symbol key

Delete key

Return/Enter key

Home/ShortCut key

Command/Menu key

can change the key response from the Keyboard preferences screen. See “Keyboard Preferences” in Chapter 18.

Y ou can a lso access international characters using the navigator c ontrol. See “Accessing international and special characters” later in this chapter.

Tab/Brightness key: Adds a tab or opens the Brightness dialog box. For

more information on the Brightness dialog box, see “Adjusting the

screen brightness level” in Chapter 2.

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Function key: Pr ess to access the secondary character set. See “Using the

Function key” later in this chapter.

CAPS/Find key: Capitalizes letters or opens the Find dialog box. For

more information on capitalizing letters, see the next section “Typing

capital l etters”. For information on the Find dialog box, see “Finding information” in Chapter 4.

Space/Symbol key: Adds a space to the text or opens the onscreen

keyboards. For more information about the onscreen keyboards, see

“Accessing the onscreen keyboards” later in this chapter.

Command/Menu key: Opens the Command toolbar or Menu. The

Command bar has many functions, such as showing the signal str ength for the 802.11b radio. For information about the Command mode, see “Using menu commands and the command toolbar” in Chapter 4. For more information about Menus, see “Using menus” in Chapter 4.

Home/ShortCut key: Opens the Application Launcher or enables you to

enter a text ShortCut. For more information on ShortCuts, see “Using

ShortCuts” later in this chapter.

Return/Enter key: Adds a manual return to the next line or enters the

data.

Delete/Backspace key: Deletes the previous character.

Typing capital letters

The keyboard enables you to capitalize letters in two ways:

■ Use the CAPS key . Press the CAPS key twice to initiate CAPS lock.

■ Press and hold the key. This feature works only when the Keyboard pr eference

Repeat Function is set to Capital. See “Keyboard Preferences” in Chapter 18 for more information.

Accessing international and special characters

You can access international and sp ecial characters directly from the keyboard or from onscreen keyboards. These character sets enable you to communicate accurately through your memos or wireless messages.

Accessing from the keyboard

Y ou can access international characters from t he keyboard by pr essing and holding a key, and then pressing Up and Down on the navigator. The character on the screen scrolls thr ough a sequence of related i nternational characters. You can scroll though the sequence either forward or backward depending on whether you are pressing Up or Down on the navigator.

Using the keyboard

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NOTE This feature does not work w ith every key or wi th the F unction key secondary

character set.

To access international character s from the keyboard:

1. Press and hold a key.

2. Press Up or Down on the navigator.

3. Accessing the onscreen keyboards

Y ou can open the onscr een keyboards anytime you need to enter speci al characters or numbers on your handheld.

To use the onscreen keyboard:

1. Open any application (such as Memo Pad).

2. Tap any record, or tap New.

3. Press Function + Symbol .

When a keyboard is open, you can tap to open any of the other keyboards.

Tab

Caps lock

Caps shift

Numeric

Tap here to display numeric keyboard

Alpha

Tap here to display alphabetic keyboard

Tap here to display international keyboard

Symbol

Backspace Carriage return

International

Tap here to display symbol keyboard

After you finish, tap Done to close the onscreen keyboard and place the text in the record.

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Using the Function key

The Function key enables you to access the secondary character or feature set from each of the keys. The secondary charact er and feature se t is labeled in b lue in the upper right on each available key.

Function key

When you press Function , a dot appears in the l ower-right corner , i ndicat ing that the next key pressed will use the secondary character or feature set. If you press the Function twice, the dot changes to a “1” and the function feature remains locked. Pressing Function again unlocks it.

Function active icon Function lock icon

Using special features

In addition to characters, the Function key accesses special features on some of the keys. The following keys have special features:

Brightness key: Opens the Brightness dialog box. See “Adjusting the

screen brightness level” in Chapter 2 for more information.

Find key: Opens the Find dialog box. See “Using Find” in Chapter 4 for

more information.

Menu key: Opens the menu for the current screen. For more i nformation,

see “Using menus” in Chapter 4 and see “Using menu commands and

the command toolbar” in Chapter 4.

Using Shor tCuts

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ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors.

The handheld 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 18 to learn about creating your own ShortCuts.

To use a ShortCut:

1. Press Function + ShortCut .

When you press the ShortCut key, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.

2. Type the ShortCut characters.

Using elements of the handheld interface

Menu bar and menu commands

Menu bar

Menu command

Check box

Command button

Previous/next arrows

Pick list

Scroll bar

A set of commands that ar e specific to the application. Not all applications have a menu bar.

To access the menu bar, do one of the following:

■ Tap the Menu bar.

■ Press Function + Menu .

To access the menu commands, do one of the following:

■ Tap the menu command on the menu.

■ Use Right, Left, Up, or Down on the navigator.

■ Press Command Stroke + the letter. For more

information see “Using menu commands and the

command toolbar” in Chapter 4.

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Check box

Command buttons

Next/previous arrows

When a checkmark appears in a check box, the corresponding option is active.

To insert or remove a check mark:

■ If a check box is empty, tapping it inserts a checkmark.

■ If a check box is selected, tappi ng it remove s the

checkmark.

These appear in dialog boxes and at the bottom of application screens.

To select a command button, do one of the following:

■ Tap a button to perform a command.

■ Press Select on the navigator to select buttons suc h as OK,

Yes, or Done.

■ Press Function + Enter to select the OK, Done, or

Yes buttons.

■ Press Function + Backspace , to select Cancel or

No buttons.

The left and right arrows display the previous and next record; the up and down arrows display the previous and next page of information.

Pick list

To use the arrows, do one of the following:

■ Tap the arrows.

■ Use Right, Left, Up, or Down on the navigator.

A list of choices that you can select from. To use the pick list:

■ Tap the arrow to display a list of choices.

■ Tap an item in the list.

■ Use Up or Down on the navigator to scroll through the list

and select an item.

Using Graffiti writing to enter data

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Scroll bar

A bar that enables you to scroll up and down a page. To use the scroll bars:

■ 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 t he scroll bar j ust 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 Up and Down on the navigator.

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 oth er useful information.

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Using Graffiti writing to enter data

IMPORTANT Palm™ On-screen Writing must be enabled before you can use Graffiti

writing. See “On-Screen Writing preferences” in Chapter 18 for more information.

In this section you learn the procedures for cr eating letters, numbers, punctuation, and symbols, as well as some Graffiti tips and tricks.

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 characters closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn.

Chapter 3 Navigating and Entering Data

Wri

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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 can achieve close to 100 percent accuracy.

■ The heavy dot on each shape shows where to begin the stroke. Certain

characters have similar shapes but diff er ent begi nning and end points. Always begin the stroke at the heavy dot. (Y ou should not creat e the heavy dot; it is there only to s how you where to be gin the st roke.)

■ Most characters require only a single stroke. When you lift the stylus from the

screen, your handheld recognizes and displays the text character immediately. Some single Graffiti strokes are portions of the regular alphabet equivalents.

■ The screen is divided into two parts: the left side for writing the letters of the

alphabet and the right side for writing numbers.

te letters on

the left side

Write numbers on the right side

To write Graffiti cha racters:

1. Tap and hold the place where you want your text to appear.

You 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.

Using Graffiti writing to enter data

Lif

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Two stroke shapes are available for some letters. Choose the one that’s easiest for you.

t stylus

here

Start stroke at heavy dot

As you’ll see later in this chapter, you use the same shape to create both the uppercase and lowercase version of a letter.

3. Position the stylus in the left side of the screen.

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.

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.

Graffiti tips

As soon as you lift the stylus from the scr een, you can begin the str oke for the next character you want to write.

NOTE You must begin the c haract er strokes on the left side of the screen. Otherwise

your handheld does not recognize them as text characters.

To delete Graffiti character s:

■ Set the insertion point to the right of the character you want to del ete and make

the backspace stroke (a line from right to left).

When using Graffiti writing, keep these tips in mind:

■ Accuracy improves when you write large characters. Draw strokes that nearly

fill the side of the screen.

■ Write at natural speed. Writing too slowly can generate rec ognition errors.

■ Do not write on a slant. Ve rtical strokes should be parallel to the sides of the

screen.

■ Press firmly.

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Graffiti alphabet

The Graffiti alphabet consists of the following letters:

Letter Strokes Letter Strokes

Space Backspace

Carriage

Period

Tap twice

return

Capital letters

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Using Graffiti writing to enter data

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

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).

To draw the first lett er of a wo rd as a capital letter :

■ Enter the Caps Shift stroke:

Caps Shift

TIP When Caps Shift is a ctive, 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):

■ Enter the Caps Lock stroke:

Caps Lock

TIP When Caps Lock is active, an underlined up arr ow symbol appea rs in the

lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke.

Graffiti numbers

Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the right side (numbers side) of the Graffiti writing area.

Caps Lock

Number Strokes Number Strokes

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Punctuation marks

Graffiti writing can create any punctuation symbol that you can enter from a standard keyboar d. When Enable Writing is enabled, the punctuation shift area at the bottom of the screen is highlighted by a color. A single tap within the punctuation shift area activates Punctuation mode and the next stroke you make with the stylus creates a punctuation mark.

Punctuation shift area

TIP Double-tapping within the punctuation shift area creates a period.

When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side).

Symbol Stroke Symbol Stroke

Period

Comma

Apostrophe

Question

Exclamation

Dash

—

Left P aren

(

Right Pare n

)

Slash

Dollar

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You can also use the following additional Graffiti punctuation marks.

@ # % ^ & * < > + = |

Symbol char acters

All symbol characters begin with the symbol shift stroke in the Graffiti writing area of your handheld.

When the Symbol Shift is active, a slanted shif t symbol appears in the lower-right corner of the screen. The next str oke that you make creates the symb ol or extended character.

—

\ { } [ ] ~ ` ; : " tab

Symbol

Shift

Symbol Shift

•   

Accented characters

To create accented characters, draw the stroke that is 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

==c

,°,

∅

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You can use the following accent strokes in combination with Graffiti letters:

a a a a a a

Using these accent strokes, you can write the following accented letters: абвгдеийклмноптуфхцщъыьяэс

Additional non-English characters

Y ou can writ e the following characters without any s pecial punctuation or shifting:

You must write these non-English characters in the left side of the Graf f iti wri ting area.

Navigation s trokes

In addition to character symbols, Graffiti writing includes special str okes that you can use to navigate within text or fields in your applications.

Command

Move cursor right

Move cursor lef t

Previous field (Address Book only)

Next Field (Address Book only)

Open Address Record (Address Book only)

Graffiti ShortCuts

Stroke

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.

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Graffiti writing comes with several pr edefined ShortCuts, and you can also cr eate 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 18 to learn about creating your own ShortCuts.

To use a ShortCut, draw the ShortCut stroke foll owed by t he ShortCut charact ers. The ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.

ShortCut

Your handheld includes the predefined Graffiti ShortCuts shown in the following table.

Entry Shortcut

Date Stamp ds Time stamp ts Date / time stamp ds Meeting me Breakfast br Lunch lu Dinner di

Beaming data

Your handheld is equipped with an infrared (IR) port that is located at the top of the handheld, behind the small dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS can also beam data to a mobile phone and to any other device that supports the IrCOMM implementation of the IrDA standards and that c an read the type of da ta you’re beaming.

You can beam the following information between devices with an IR port:

■ The record currently displayed in Date Book, Address Book, To Do List, Note

■ All records of the category currently displayed in Address Book, To Do List,

handheld that’s close by and equipped with an IR port, but you

Pad, Palm Photos, or Memo Pad

Note Pad, Palm Photos, or Memo Pad

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■ A special Address Book record that you designate as your business card,

containing information you want to exchange with business contacts

■ An ap plication installed in RAM me mory

■ An application installed on an expansion card that is seated in the card slot

TIP You can a ls o pe rf o r m Ho t Syn c

operations using the IR port.

See “Conducting IR HotSync operations” in Chapter 17 for details.

To select a busine ss card:

1. Create an Address Book record that contains the information you want on your

business card.

2. Press Function + Menu .

3. Select “Select Business Card” on the Record menu.

4. Tap Yes.

To beam a record, busin ess card, or cat egory of reco rds:

1. Locate the record, business card, or category you want to beam.

2. Press Function + Menu .

3. Select one of the following from the Record menu:

– The Beam command for an individual record – In Address Book only: Beam Business Card –Beam Category

4. When the Beam Status dialog box appears, point the IR port directly at the IR

port of the receiving handheld. For best results, handhelds should be between 10 centimeters (approximately

4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. The beaming distance to other Palm OS handhelds may be different.

5. Wait for the Beam Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

TIP You can also press and hold the Address Book application button to instantly

beam your business card to another device with an IR port

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To beam an application:

1. Press the Home .

2. Press Function + Menu .

3. Tap App, and then select Beam.

4. Select either Handheld or Card from the Beam From pick list.

5. Tap the application you want to transfer.

Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them.

6. Tap Beam.

7. When the Beam Status dialog box appears, point the IR port directly at the IR

port of the receiving handheld.

8. Wait for the Beam Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To receive beamed information:

1. Turn on your handheld.

2. Point the IR port directly at the IR port of the transmitting handheld to open the

Beam dialog box.

3. Select a category fo r the incoming inform ation, create a new category, or leave

the inform ation unfiled.

4. Tap Yes.

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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 personal inf ormation manager (PIM) to enter information. Y ou can then perform a HotSync operation to synchronize the information on your computer with the information on your handhel d . Ma ny of the applications that came with your handheld are also avail able in Palm Desktop software and in most PIMs, so you don’t need to learn different applications. For more information on entering data on your computer, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm™ Desktop software Sof tware for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.

Importing data

If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld, you can transfer the data to your handheld without having to enter it manually. Save the data in one of the file formats in the following list, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.

Importing data from a Windows computer

Palm Desktop software can import data in the following file formats:

■ Comma delimited (.csv, .txt): Address Book and Memo Pad only

■ Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only

■ CSV (Lotus Organizer 2.x/97 Mapping): Address Book only

■ vCal (.vcs): Date Book only

■ vCard (.vcf): Address Book only

■ Date Book archive (.dba)

■ Address Book archive (.aba)

■ To Do List archive (.tda)

■ Memo Pad archive (.mpa)

Archive formats can be used only with Palm Desktop softwar e. Use the ar chive file formats to share information with other people who use a Palm OS handheld or to create a copy of your important Palm Desktop information.

To import data from a Windows computer:

1. Open Palm Desktop software.

2. Click th e application into which you want to import data.

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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.

If you are importing a vCal or vCard file, skip to step 10. You do not have to specify which fields correspond to the imported data.

7. To import data into the correct Palm Desktop fields, drag fields in the left

column so that they are opposite the corresponding imported fields 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 File Link

The File Link feature enables you to import Address Book and Memo Pad information to your handheld from a separate external file on your Windows computer, such as a company phone list. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation. HotSync Manager stores the data in a separa te category in Palm Desktop softwar e and on your handheld.

With File Link, you can import data stored in any of the following formats:

■ Comma-separated (*.csv)

■ Memo Pad archive (*.mpa)

■ Address Book archive (*.aba)

■ Text (*.txt)

For information on how to set up a file link, see the Palm Desktop online Help.

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Importing data from a Mac computer

Palm Desktop software can import data from any of the following applications when you export the data in the appropriate file format:

■ Address Book Plus (text file)

■ Claris Organizer (Palm Desktop software can open these files directly).

■ ClarisWorks (Save under new name as ASCII text file).

■ DateBook Pro (text file)

■ DayMaker (text file)

■ Dynodex (t ext file)

■ FileMaker Pro (tab separated text file)

■ Meeting Maker (text file)

■ Newton running OS 1.0 with Newton Connection Kit:

Names, Date Book Calendar, and Notepad (text file)

■ Now Contact (text file)

■ Now Up-to-Date (text file)

■ QuickDex (text file)

■ TouchBase Pro (text file)

Palm Desktop software can also import data in the following file formats:

■ Tab delimited (.tab, .tsv, .txt)

■ vCal (.vcs): Data Book only

■ vCard (.vcf): Address Book only

To import data from a Mac compute r:

1. Open Palm Desktop software.

2. From the File menu, choose Import.

3. Select the file you want to import.

4. Click Import.

5. If you want to change the order of the fields you’re importing, point to a field,

wait for the cursor to change to a double arr ow, and then drag the field to a new location.

6. If you do not want to import a field, click the arrow between the field names.

7. From the Fields pop-up menu, choose the appropriate field.

8. From the Delimiters pop-up menu, choose the appropriate delimiter.

Importing data

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9. Click OK.

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.

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This chapter explains how to open and switch between applications on your

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handheld, 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.

Opening applications

You can use the Applications Launcher to open any application installed on your handheld or on an expansion card. You can also open Date Book, Address Book, VersaMail handheld.

CHAPTER 4

Working with Applications

, and Palm™ Web Browser with the application buttons on your

Home key opens Application Launcher

Date Book

Address Book

In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.

Wireless E-mail

To open an application on your handheld:

1. Press Home .

Need screenshot

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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 your applications.

Other ways to open applications

You can also open applications on your handheld in either of the following ways:

■ Press and hold Select on the navigator to open the Applications Launcher. Pr ess

Select on the navigator to insert the highlight. Press Up, Down, Right, and Left on the navigator to highlight the icon of the application you want to open. Press Select on the navigator to open the application.

■ In the Applications Launcher , type the first lette r of the applicati on’s name. The

Applications Launcher scrolls to the first application with a name that begins with that letter and highlights the icon. You can open the icon by pressing the Enter key.

Opening expansion card applications

When an expansion card is properly seated in the expansion card slot, your handheld responds based on the contents of the card and the application that is active when you insert the card. In some cases, the application on the card opens automatically upon insertion, or if you insert a card containing data from the current application, the application displays the data on the card. In other cases, the Applications Launcher switches to the card, and displays its contents, and the pick list in the upper-right corner of the screen displays the name of the card.

To open an application on an expansion card:

■ Select the ico n of the application that you want to op en.

Switching between applications

When working with any application, press Home or press an application button on your handheld to switch to another application. Your handheld automatically saves your work in the curr ent application and d isplays it when you return to that application.

Need screenshot

Categorizing applications

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When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card.

To switch to an expansion card:

1. Tap the pick list in the upper-right corner.

TIP When the highlight in the Applications Launcher is not active, you can also

press and hold Select on the navigat or to open the category pick list.

2. Select the category item that matches the name of the expansion card.

Need screenshot

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.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Games, Main, and System.

You cannot modify the system-defined categories, but you c an 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.

When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list becomes the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card.

To categorize an application:

1. Press Home .

2. Press Command Stroke + Y.

Alternately, press Function + Menu , and then select Category on the App menu.

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3. Tap the pick list next to each application to select a category.

TIP To create a new category, select Edit Categories from the pick list. Tap

New, enter the cate gory name, and the n press Function + OK to add the category.

4. Press Function + Enter , or tap Done.

To display applications by category :

1. Press Home .

Need screenshot

Enter , or tap

2. Do one of the following:

– Press Home 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.

– When the highlight in the Applications Launcher is not active, press and

hold Select on the navigator to open the category list, press Up or Down on the navigator to highlight a category, and then press Select on the navigator to display that category.

Changing the Applications La uncher 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 Applicat ions Launcher disp lay:

1. Press Home .

2. Press Command Stroke + R.

Alternately, press Function + Menu , select Options, and then select Preferences.

3. Tap the View By pick list and select List.

Copying applications to or from an expansion card

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4. Press Function + Enter , or tap OK.

Need screenshot

To open the Applic ations L auncher to the last opened c ategory:

1. Press Home .

2. Press Command Stroke + R.

Alternately, press Function + Menu , select Options, and then select Preferences.

3. Tap the Remember Last Category check box to select it.

4. Press Function + Enter , or tap OK.

Copying applications to or from an expansion card

You can copy applications from your handheld to an expansion card, or from an expansion card to your handheld.

To copy an application to an expansion card:

1. Press Home .

2. Press Command Stroke + C.

Alternately, press Function + Menu , select Copy on the App menu.

3. Select Handheld from the Copy From pick list.

4. Select the card name from the Copy To pick list.

The Copy To pick list appears only if there are multiple cards available.

5. Tap an application to copy.

6. Tap Copy.

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7. Press Function + Enter , or tap Done.

You can install applications to a card that is seated in the expansion card slot during a HotSync later in this chapter for details.

NOTE If you view your applications on the card using a Card Reader on your

Windows or Mac computer , the actual file names may dif fer from those display ed in the Applications Launcher.

To copy an application from an expansion card:

1. Press Home .

2. Press Command Stroke + C.

Alternately, press Function + Menu , select Copy on the App menu.

operation; see “Installing files and add-on applications”

3. Select the card name from the Copy From pick list.

4. Select Handheld from the Copy To pick list.

5. Tap an application to copy.

6. Tap Copy.

7. Press Function + Enter , or tap Done.

You can also beam applications from expansion cards to your handheld. See “Using elements of the handheld interface” in Chapter 3 for details.

Selecting copy settings

When using the copy feature, you can set the following:

■ How applications are sorted and listed

■ Whether to copy only the application or both the application and its data files

To select copy settings:

1. Press Home .

2. Press Command Stroke + C.

Alternately, press Function + Menu , select Copy on the App menu.

Using menus

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3. Tap Settings.

4. Select Name or Size from the Sort By pick list.

5. Tap the Copy Application Only check box to select it, if you want to copy only

the application files. Leave it deselect ed if you want to copy both the application file and its associated data files.

6. Press Function + Enter , or tap OK.

NOTE The Sort By setting is in effect each time you use the copy feature. Each time

you want to copy an application only, you must select the Copy Applications Only check box.

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 chapter that discusses that application.

To open the menu bar:

1. Open an application (such as Memo Pad).

2. Do one of the following:

– Press Function + Menu .

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– Tap the inverted title area at the top of the screen.

ap the title area

Press Function

Press Menu

In this example, three men us ar e av ailable : Recor d, Edi t, and Option s. The Recor d menu is selected and contain s the commands New Memo, Delete Memo, and Beam Memo.

Choosing a men u

The menus and menu commands that ar e available depend on the application that is currently open. Also, the menus and menu commands va ry depending on which part of the application you’re currently using. For example, in Memo Pad the menus are different for the Memo list screen and the Memo record screen.

To select a menu command with the s tylus:

1. Tap the menu bar for an application.

2. Tap the menu that contains the command you want to use.

3. Tap the command you want to use.

TIP After you open the menu bar, you can also press Right and L eft on the navig ator

to select a menu, press Down on the navigat or to select the command you want to use, and then press Select on the navigator to run the command.

Menu commands

Most menu commands have an equivalent Command stroke, which is similar to the keyboard shortcuts used to execute c ommands on computers. For information on using menu commands “ Using menu commands and the command toolbar” in the next section.

Using menu commands and the command toolbar

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Using menu commands and the command toolbar

By using the menu commands you can access many functions directly from the keyboard without tapping. You can also view the 802.1 1b radio signal strength and access the Wi-Fi preferences screen.

Using menu c ommands

Most menu commands have an equivalent 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. For example, to choose Select All in the Edit menu, press Command stroke , and type the letter s.

Menu commandsMenu commands

Command letters

Using the co mmand to olbar

The command toolbar displays the W i-Fi icon and the 802.1 1b radio signal stre ngth indicator. The command toolbar also displays context-sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be Undo, Cut, Copy, and Paste. Tap an icon to select the command.

To use menu commands:

1. Press Command stroke .

The Command toolbar opens at the bottom of the screen. The Command toolbar indicates that you are in Command mode.

Need screenshot

CutUndo Copy Paste Beam Delete

2. Tap an icon or type the command letter immediately to choose the menu

command. Command mode is active only for a short time.

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To access Wi-Fi status:

1. Press Command stroke .

2. Tap the Wi-Fi icon .

From the Wi-Fi Status dialog box, you can view the network connection and signal strength. You can also tap to access Wi-Fi and VPN prefer ences. See “Wi-

Fi preferences” in Chapter 18 and see “VPN preferences” in Chapter 18 for

more information on preferences.

Choosing application preferences

Y ou can set options that affect an entire applica tion in the application’s Pr eferences dialog box.

To change preferences fo r an application:

1. Open an application.

2. Press Command Stroke + R.

– Alternately, press Function + Menu , and then select Preferences on

the Options menu.

NOTE Not all applications have a Preferences command.

3. Make changes to the settings.

4. Press Function + Enter , or tap OK.

Enabling and disabling Palm On-screen Writing

The Edit menu also has an option Enable W ri ting and Disable Writing that enables or disables Palm On-scr een Writing. Enabling Palm On-screen Writing allows you to use the full screen to write Graffiti characters and Palm On-scre en Writing, see “Using Graffiti writing to enter data” in Chapter 3.

characters. For a description of Graffiti

TIP On-screen writing can be turned on and off from the preferences screen. For

more information, see “On-Screen Writing preferences” in Chapter 18.

To turn on or off Palm On-screen Writing wr iting:

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■ From the Edit menu, tap Enable Writing or Disable Writing.

Performing common tasks

The tasks described in this section use the term records to refer to an individual item in any of the applications: a single Date Book event, Addr ess Book entry , To Do List item, Memo Pad memo, Note Pad note, or Expense item.

Creating rec ords

Performing common tasks

Tap here

Editing records

You can use the following procedur e to cr eate a new recor d in Date Book, Addre ss Book, To Do List, Memo Pad, Note Pad, and Expense.

To create a rec ord:

1. Select the application in which you want to create a record.

2. Tap New.

3. In Date Book only: Select start and end times for your appointment, and press

Function + Enter

4. Enter text for the record.

5. (Optional) T ap Detail s to select attributes for the record. (In Note Pad the Details

command is located on the Options menu.)

6. In Address Book, Note Pad, and Memo Pad only: Press Function

+ Enter

, or tap Done.

There’s no need to save the record because your handheld saves it automatically.

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:

, or tap OK.

■ A blinking cursor

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■ One or more dotted edit lines

Edit line

NOTE In Note Pad you can write anywhere on the screen. Therefore, you will

not see an edit line or blinking cursor unless the cursor is in the title line.

Entering text

For information on how to enter text using the keyboard on your handheld or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 11.

Blinking cursor

Using the Edit menu

The Edit menu is available with any screen whe re you enter or edit text. In general, commands available in the Edit m enu apply to text that you select in an application.

To select text in an application :

1. Tap the beginning of the text that you want to select.

2. Drag the stylus over the text to highlight it (in yellow).

NOTE You can also double-tap to se lect a word, or triple-tap to se lect a line of

text. Y ou can also drag across the text to select additiona l words, or drag down to select a group of lines.

The following commands may appear in an Edit menu:

Undo

Cut

Reverses the action of the last ed it command. For example, if you used Cut to remove text, Undo restor es the text you removed. Undo also reverses deletions you made using the backspace.

Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.

Copy

Copies the selected text and stores it temporarily in the memory of your handheld. You can paste the copied text into another area of the current application or into a different application.

Performing common tasks

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Paste

Select All

Keyboard

Deleting records

To delete a record using the menu command:

1. Select the record you want to delete.

2. Press Command Stroke + D.

To delete a record using the Menu:

1. Select the record you want to delete.

2. Press Function + Menu .

3. Select Record, and then select one of the following Delete commands:

Inserts the cut or copied text 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 the text in the current recor d or scr een. This enables you to cut or copy all of the text and paste it elsewhere.

Opens the onscreen keyboard. After you finish with the onscreen keyboard, press Function + Enter

, or tap Done.

Date Book: Delete Event Address Book: Delete Address To Do List: Delete Item Note Pad: Delete Note 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™ Desk top software, be sur e that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it.

4. Press Function + Enter , or tap OK.

If you choose to save a copy of the selected it em, your handhe ld transf ers it to the archive file on your desktop the next time you perf orm a HotSync operation. (The archive option is not available in Note Pad.)

Other ways to delete records

You can also delete records in the following ways:

■ Delete the text of the record.

■ In Date Book, Address Book, T o Do List, and Memo Pad, open the Details dial og

box for the record, tap Delete, and then press Function + Enter

, or

tap OK.

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NOTE When deleting a repeating event in Date Book, you can choose to delete

the current repeating event, current and future events, or all instances of that event.

■ In Note Pad, open the note you want to delete, and then tap Delete.

Purging records

Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.

All these outdated records take up memory on your handheld, so it’s a good idea to remove them by using Purge. If you think Date Book or To Do List records might prove useful later, you can purge them from your handheld and save them in an archive file on your computer.

Purging is not available in Address Book, Note Pad, or Memo Pad; you must delete outdated records manually from these applications.

To purge records:

1. Open the application.

2. Press Command Stroke + E.

Alternately, press Function + Menu , and then select Purge on the Record menu.

A confirmation dialog box appears.

Date Book: Tap the pick list and select how old a 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, To Do List: If you want to save a copy of the purged records to an

archive file on your desktop, be sure that the check box is select ed. If you don’t want to save a copy, tap the check box to deselect it.

Expense: Select the category you want to pur ge. All data in the selected cat egory

will be purged and there is no archive option.

3. Press Function + Enter , or tap OK or Done.

If you chose to save a copy of the purged recor ds, your handheld transfers them to an archive file on your desktop the next time you perform a HotSync operation.

NOTE Purging does not happen automatically. You must select the command to

make it happen.

Categorizing records

You can categorize records in the Addr ess Book, To Do List, Note Pad, Memo Pad, and Expense applications so that they are grouped logically and ar e easy to review .

Performing common tasks

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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 ca n leave an entry as Unfiled or assi gn it to a category at any time.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal.

When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list is the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card.

Address Book contains the QuickList user-def ined category , in which you can store the names, addresses, and phone numbers you mi ght need in emergencies ( doctor , fire department, lawyer, and so on).

Expense contains two user-defined categories, New York and Paris, to show how you might sort your expenses according to different business trips.

The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available.

To move a record into a category:

1. Select the record you want to categorize.

2. In Address Book only: Tap Edit.

3. Tap Details.

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4. Tap the Category pick list to display the list of available categories.

5. Select the category for the record.

6. Press Function + Enter , or tap OK.

NOTE In Address Book, Note Pa d, and Memo Pad you can select the category

name in the upper-right corner of the screen to assign the item to a different category.

To display a category of records:

1. Tap the category pick list in the upper-right corner of the list screen.

ap here

NOTE In the Date Book Agenda view, the pic k list is in the upper right of the To

Do list.

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 your handheld scrolls through all the

categories of that application except for Unfile d. This feature is not available in Date Book.

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To define a new category:

1. Tap the category pick list in the upper-right corner of the screen or list.

ap here

2. Select Edit Categories.

3. Tap New.

4. Enter the name of the new category , and then press Function + Enter , or

tap OK.

5. Press Function + Enter , or 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 or list.

2. Select Edit Categories.

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3. Select the category that you want to rename, and then tap Rename.

4. Enter the new name for the category, and then press Function + Enter ,

or tap OK.

5. Press Function + Enter , or tap OK.

TIP Y ou can group the re cords in two or more categor ies 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 information

Your handheld offers several ways to find information quickly:

■ All applications that reside on your handheld: Find locates any text that you

specify, always starting with the current application. However, Find does not search through applications on expansion cards.

■ Date Book, To Do List, Memo Pad: Phone Lookup displays the Address list

screen and enables you to add to a record the information that appears in this list.

■ Address Book: The Look Up line enables you to scroll immediately to a name

when you enter the first letters of that name.

■ Expense: Lookup displays the names in your Address Book that have data in the

Company field. You can add these names to a list of attendees associated with an Expens e record.

Looking up Addr ess Book r ecords

In Address Book, you can use the Look Up line with the stylus or the navigator to look up and quickly scroll to any of your Address Book entries.

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To look up an Address Book rec ord with the stylu s:

1. From the Address list screen, enter the first letter of the name you want to find.

Look Up line

The list scrolls to the first ent ry that begi ns with that lett er. 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.

2. Tap the record to view its contents.

To look up an Address Book rec ord with the navigato r:

1. From the Address List screen, press Right on the navigator to display the

navigator Quick Look Up line.

2. Press Up or Down on the navigator to select the first letter of the name you want

to find. The list scrolls to the first entry that begins with that letter.

3. Press Right on the navigator to move to the next letter box.

Quick Look Up line

The Quick Look Up line displays only letters that are a possible match for that position.

If only one match is possible for a particular position, the highlight jumps to the next position.

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4. Press Up or Down on the navigator to select the next letter of the name you want

to find. The list then scrolls to the first entry that starts with those two letters. For

example, selecting s scrolls to “Sands,” and selecting sm scrolls further to “Smith.” If you sort the list by company name, the Quick Look Up feature scrolls to the matches for the company name.

5. Repeat steps 3 and 4 until the entry you want appears in the list.

6. Press Select on the navigator to highlight the record you want.

7. Press Select on the navigator to view the contents of the selected record.

TIP If only one match is possible for the letters you selected, the contents of

the record displays automatically.

Using Find

You can use Find to locate any text that you specify, in any application that resides on your handheld. Find does not search applications that reside on an expansion card.

To use Find:

1. Press Function + Find .

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, sear ching for the name “davidson” also finds “Davidson.”

Find locates any words that begin with the text you enter. For example, searching for “plane” finds “planet” but not “airplane.”

3. Press Function + Enter , or tap OK.

Find searches for the text in all records and all notes.

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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 Loo kup

Phone Lookup displays the Address list screen and enables you to add the information that appears in this list to a record.

To use Phone Lookup:

1. Display the record in which you want to insert a phone number. The record can

be in Date Book, To Do List, Memo Pad, or any other application that takes advantage of this feature.

2. Press Command Stroke + L.

Alternately, press Function + Menu and then select Phone Lookup on the Options menu.

3. 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’r e looking for, or when you see the name, tap it.

4. Tap Add.

The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1.

Looking up nam es to add to Expense records

In Expense, Lookup displays the names in your Address Book t hat have data in the Company field. You can add these names to a list of attendees associated with an Expense record.

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To add names to a n Expense record:

1. Tap the Expense record to which you want to add names.

2. Tap Details.

3. Tap Who.

4. Tap Lookup.

The Attendees Lookup screen d isplays all the names i n your Address Book that have data in the Company field.

5. Select the name you want to add, and then tap Add.

The name appears in the Attendees screen.

6. Repeat steps 4 and 5 to add more names.

7. Press Function + Enter , or tap Done.

8. Press Function + Enter , or tap OK.

Sorting lists of records

Y ou can s ort lists of r ecords in vario us ways, depending on the applic ation. Sorting is available in applications that have list screens: Address Book, Note Pad, To Do List, Memo Pad, and Expense.

NOTE You can also assign records to ca tegories. S ee “ Cat ego ri zin g rec ords ” earlier

in this chapter.

Tap here

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To sort records in Address Book, Note Pad, and Memo Pad:

1. Open the application to display the list screen.

2. Press Command Stroke + R.

Alternately, press Function + Menu , and then select Preferences on the Options menu.

Address Book

Note Pad

Memo Pad

3. Do one of the following:

Address Book: Tap the setting you want. Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or Manual. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual.

4. Press Function + Enter , or tap OK.

To sort the Note Pad and Memo list manually, tap and drag a note or memo to a new location in the list.

T o make the list appear in Palm Desktop software as you manually sorted it on your handheld, open the application in Palm Desktop software and click Sort by. Then select Order on Handheld.

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. Press Function + Enter , or tap OK.

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Attaching notes

In Address Book, Date Book, To Do List, and Expense, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location.

To attach a note to a record:

1. Display the entry to which you want to add a note.

To display an entry, tap it or press Up or Down on the navigator to highlight it, and then press Select on the navigator.

2. In Address Book only: Tap Edit.

3. Tap Details.

4. Tap Note.

5. Enter your note.

6. Press Function + Enter , or 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:

■ Tap the Note icon .

TIP In Date Book, you can also select the event that contains the note, press Select

on the navigator to open the note, and then press Select on the navigator again to close the note .

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

3. Press Function + Enter , or tap Yes.

Choosing font s

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Performing common tasks

In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change font style.

Small font

Large font

Small bold font

Large bold font

To change the font style:

1. Open an application.

2. Press Command Stroke + F.

Alternately, press Function + Menu , and then select Font on the Options menu.

3. Tap the font style you want to use.

Tap here for small font

4. Press Function + Enter , or tap OK.

Tap here for small bold font Tap here for large bold font

Tap here for large font

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Receiving alerts

You can receive alerts on your handheld and in Palm Desktop software.

Receiving alerts on your handhel d

When you use certain application settings, your handheld can alert you to any of the following:

■ An appointment set in Date Book

■ A note created in Note Pad

■ An alarm set in World Clock

When an alert occurs, your handheld displays a reminder message. If you tap Snooze in response to an alert message, your handheld reminds you of the item again in five minutes. The Reminder screen displays alerts that await attention.

To respond to al erts, do one of the following:

■ Select an item’s check box to clear the item.

■ Tap an item (either the icon or the text description) to open the application

where the alarm was set. The application opens to the entry associated with the alarm.

■ Press Function + Enter , or tap Done to close the reminder li st and return

to the current screen. An attention i ndicator blinks in the upper-left corner of the screen; tap it to view the alert list again.

■ Tap Snooze to see the list again in five minutes.

If you tap Done or Snooze and view the reminder list later, the current time is displayed in the Reminder bar and the original alert time is displayed with each list item .

■ Tap Clear All to dismiss all alerts in the list.

Receiving alerts from Palm Desktop software

You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software.

To enable an event alert from Palm Desktop software:

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1. Double-click the Palm Desktop icon.

2. From the Tools menu, select Options, and then select Alarms.

3. Set Alarm Configuration options, either Always Available or Available only

when the Palm Desktop is running.

4. (Optional) To hear an alert sound as well as receive an al ert mes sage, select the

check box Play audible notification with alarm dialog.

5. Click OK.

Hiding or masking private records

You can use the Security preferences to s et a password and se lect whether to mask your private records or hide them completely. See “Security preferences” in

Chapter 18 for de tails.

Installing and removing application s

Installing and removing applica tion s

This section explains how to install and remove applications and other files on your handheld or on an expansion card, and how to remove Palm Desktop software from your computer.

Installing files and add-on applications

Your handheld comes with applications installed and ready to use, but you can also install additional applications, such as games and other software, on your handheld or on a card that is seated in the expansion card slot. Applications or games that you install on your handheld reside in RAM memory, and you can delete them at any time. Y ou can also install other files such as photos or MP3 audio files. Both applications and files are easy to install during a HotSync operation.

There are a variety of third-party applications available for your handheld. To learn more about these applications, go to the web site:

NOTE Palm works with developers of third-party add-on applications to ensure the

compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld.

If you suspect that a third-party application is adversely affecting the operation of your handheld, contact the developer of the application. In addition, Palm, Inc. has information about some applications' compatibility with your handheld. To find this information, do one of the following:

www.palm.com.

■ Go to www.palm.com/support/. Click the link for information about your

handheld, and then find the information on compatibility of third-party applications.

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■ Read the readme file for your handheld. After you install Palm Desktop software

on your computer , open the Palm folder . The readme file is located in the Helpnote folder.

Installing applications and files on a Windows computer

Palm Quick Install makes it easy to install applications and f iles during a HotSync operation. Depending on the file type, Palm Quick Install determines whether to install the files on your handheld or on an expansion card.

With Palm Quick Install you can install the following types of files:

■ Palm files types, including PRC, PDB, PQA, PNC, and SCP

■ ZIP files

■ Image files, including BMP, JPEG, TIFF, and GIF

■ Audio files, including MP3, WAV, AAC, and RMJ

■ Video files, including MP4, MPG, and AV I

You can use any of the following methods to install applications and files with Palm Quick Install:

■ Drag and drop files onto the Palm Quick Install icon on the Windows desktop.

■ Drag and drop files onto the Palm Quick Install window.

■ Use the commands or buttons in the Palm Quick Install window.

The procedures that f ollow explain how to install appli cations and files using each of these methods.

To drag and drop applications or files ont o the Palm Quick Install icon:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

3. Drag and drop the file(s) or folder on to the Palm Quick Install icon on the

Windows desk top.

Palm Quick Install displays a status dialog box that shows whether the files will be installed on your handheld or an expansion card.

4. Click OK.

If the selected files are compatible, the files are placed in the Handheld or Expansion Card queue based on the file extension.

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If the files are incompatible, a message asks if you want to add the files to the queue. Click Yes to add the files to the expansion card queue.

5. Perform a HotSync operation to install the files.

To drag and drop applications or files ont o the Palm Quick Install window:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double click the Palm Quick Install icon on the Windows desktop.

Handheld queue

Expansion card queue

3. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

4. Drag and drop the file(s) or folder on to the handheld or expansion car d queue.

If you drag an incompatible file to the handheld queue, a status dialog box asks if you want to install the file on the expansion car d. Click Yes to place the file in the queue.

5. Perform a HotSync operation to install the files.

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To install add-on software on your handheld using a Windows c omputer:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double click the Palm Quick Install icon on the Windows desktop.

Add button

User drop-down list

3. In the User drop-down list, selec t the name that corresponds to your handheld.

4. Click Add.

TIP To install a folder, open the File menu and select Add Folder.

5. Select the application(s) or file(s) that you want to install.

6. Click OK.

If you selected any files that are incompatible with the handheld, a status dialog box asks if you want to install the file on the expans ion card. Click Yes to place the file in the queue.

7. If you need to change the destination of the application you are installi ng, drag

the files to move applications between the handheld and expansion card queue.

8. Perform a HotSync operation to install the selected application(s).

See “Performing cradle/cable HotSync operations” in Chapter 17 for details .

NOTE Files that remain in the list af ter you perform a HotSync opera tion were

not installed. This can happen if the file type was not recognized during the HotSync operation. Expansion c ards may hold application s that use files othe r than the Palm™ application files. For your handheld to recognize such a file, you must first launch the associated application at least once.

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■ Audio and video files are automatically placed in the expansion card queue.

■ When you drag and drop a folder that has subfolders, Palm Quick Install only

looks at the files one folder below the selected folder.

■ To install files in a different location, start Palm Quick Install and dra g the f iles

to a different queue.

■ You can also access the Palm Quick Install window by c licking Install on the

Palm Desktop launch bar.

Installing applications and files on a Mac computer

The Install Tool makes it easy to install applications and files during a HotSync operation. You can specify whether to install the files on your handheld or on an expansion card.

You can use the Install Tool to install the following types of files:

■ Palm files types, including PRC, PDB, PQA, PNC, and SCP

Installing and removing applica tion s

■ Image files, including BMP, JPEG, TIFF, and GIF

■ Audio files, including MP3, Real Audio RA8, and Gecko

■ Video files

To install add-on software on your handheld using a Mac computer :

1. On your Mac computer, copy or download the application you want to install

into the Add-on folder in your Palm folder.

2. Double-click the HotSync Manager icon in the Palm folder.

3. From the HotSync menu, select Install Handheld Files.

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4. From the User pop-up menu, select the name that corresponds to your

handheld.

5. Click Add To List.

If the file you want to install is not listed in the dialog box, go to the folder to which you copied the file. Most handheld application files have the extension PRC, PDB, PQA, or SCP.

6. Select the application(s) you want to install.

7. Click Add File to add the selected application to the Install Handheld Files list.

TIP You can also drag files or folders of files to the list in the Inst all Handheld

Files dialog box. The files are copied to the Files To Install folder.

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8. If you need to change the dest ination of the applica tion you are insta lling, click

Change Destination in the Install Handheld Files window, and then use the arrows to move applications between your handheld and an expansion card.

9. Click OK to close the Change Destination window.

10. Close the Install Handheld Files window.

11. Perform a HotSync operation to install the selected application(s) on your

handheld. See “Performing cradle/cable HotSync operations” in Chapter 17 for details.

NOTE Files that remain in the list af ter you perform a HotSync opera tion were

not installed. This can happen if the file type was not recognized during the HotSync operation. Expansion c ards may hold application s that use files othe r than the Palm application f iles. F or your ha ndheld to reco gnize s uch a file, you must first launch the associated application at least once.

Removing applications

If you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld or from an expansion card. From your handheld, you can r emove 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 Home icon .

2. Tap the Menu icon .

3. Select Delete on the App menu.

4. Tap the Delete From pick list and select either Handheld or Card. If you want

to delete applications from a card, the card must be seated in the expansion card slot.

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5. Tap the application that you want to remove.

6. Tap Delete.

7. Tap Yes.

8. Tap Done.

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your computer .

This process removes only the application files. The data in your Users folder remains untouched.

NOTE You may need to modify the steps shown here to accommodate the version

of the operating system installed on your computer.

To remove Palm Desktop software from a Windows computer:

1. From the Windows Start menu, select Settings and then click Control Panel.

2. Double-click the Add/Remove Programs icon.

3. Click the Change or Remove Programs button.

4. Select Palm Desktop.

5. Click Change/Remove.

This process removes only the application files. The data in your Users folder remains untouched.

6. Click Yes in the Confirm File Deletion box.

7. Click OK.

8. Click Close.

NOTE If you want to synchronize data with another personal information manager

(PIM) you need to install the HotS ync Ma nager from the Desktop S of tw are CD-R OM. During the installation select the Custom option and then choose to install only HotSync Manager.

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To remove Palm Desktop software from a Mac comput er:

1. Insert the Desktop Software CD-ROM in the CD-ROM drive on your computer .

2. Double-click the Desktop Software CD-ROM icon on your desktop.

3. Double-click the Palm Desktop Installer icon.

4. From the Easy Install screen, select Uninstall from the pop-up menu.

5. Select the software you want to remove.

6. Click Uninstall.

7. Select the folder that contains yo ur Palm Desktop software files.

8. Click Remove.

9. Restart your computer.

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CHAPTER 5

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Using Address Book

Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following:

■ Quickly look up or enter names, addresses, phone numbers, and other

information.

■ Enter up to five phone numbers (home, work, fax, mobile, and so on) or e-mail

addresses for each name.

■ Define which phone number appears in the Address list for each Address Book

entry.

■ Attach a note to each Address Book entry, in which you can enter additional

information about the entry.

■ Assign Address Book entries to categories so that you can organize and view

them in logical groups.

■ Create your own digital business card that you can beam using e-mail to other

devices with an infrared (IR) port.

NOTE You can encrypt your Address Book entries. For more information,

see “Encrypting your data” in Chapter 18.

To open Address Book:

■ Press the Address Book application button on the front panel of your

handheld. Address Book opens to display the list of all your records.

Address Book button

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TIP Press the Address Book application button repeatedly to cycle through the

categories in which you have records. You can also press and hold the Address Book application button to instantly beam your business card t o another device with an IR port. The receiving device must also have an application tha t can read the Address Book data.

Creating an Address Book entry

A record in Address Book is called an entry. You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then transfer the entries to your handheld with your next HotSync operation.

Palm Desktop software also has data import capabilities so that you can load database files into Address Book on your handheld.

See “Importing data” in Chapter 3 and Palm Desktop online Help for more information.

To create a new Ad dress Book entry:

1. Press the Address Book button on the front of your handheld to display the

Address list.

2. Tap New.

Cursor at Last name

Tap New

3. Enter the last name of the person you want to add to your Address Book.

The handheld automatically capitalizes the first letter of each field (except numeric and e-mail fields). You do not have to use the CAPS key to capitalize the first letter of the name.

4. Tap the First Name field.

TIP Pressing Tab moves the cursor to the next field.

5. Enter the first name of the person in the First Name field.

6. Enter the other information that you want to include in this entry.

Selecting types of phone numbers

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As you enter letters in the T itle, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears. For example , you may alrea dy have Sacramento and San Francisco in your Address Book. As you enter S, Sacramento appears, and as you continue entering a and n San Francisco replaces Sacramento. As soon as the word you want appears, tap the next field to accept the word.

7. T ap the scroll arr ows or press Up/Down on the navigator to move to the next

page of in formation.

8. After you finish entering information, Press Function + Enter , or tap

Done.

Tap Done

TIP To create an entry that always appears at the top of the Address list, begin the

Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld.

Selecting types of phone numbers

You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry.

To select other types of ph one numbers in an entry:

1. Tap the entry that you want to change.

2. Tap Edit.

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3. Tap the pick list next to the label you want to change.

Tap triangle

4. Select a new label.

Changing Address Entry details

The Address Entry Details dialog box provides a variety of options that you can associate with an entry.

To open the Addre ss Entry De tails dialog box:

1. Tap the entry whose details you want to change.

2. Tap Edit.

3. Tap Details.

4. Select any of the following settings:

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