Palm, Inc. assumes no responsibility for any damage 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
This handbook is designed to help you get up and running quickly on your Palm™
Tungsten™ W 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
■ Making and receiving mobile phone calls
■ Sending and receiving SMS messages
■ 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 common tasks, for
maintaining your handheld, and for solving problems that might arise as you
operate your handheld.
1
About This Book
Palm, Inc. Confidential
2
CHAPTER 1
Palm, Inc. Confidential
Welcome
Your new Palm™ Tungsten™ W handheld is wirelessly enabled so that you can
use it to transmit and receive information over the airwaves. Use your handheld to
do the following:
■ Send SMS (Short Message Service) messages.
■ Read, compose, and send e-mail on-the-go.
■ Browse or search the Internet.
■ Make or receive a phone call.
■ Stay organized and on time by keeping your appointments, contact
information, and to-do items in one place.
■ Quickly jot memos on the fly.
Before you can use these features, you must set up your handheld and install
software on your desktop computer. To use your wireless features, you must
install an activated SIM (subscriber identity module) card in your handheld.
Your handheld comes with an easy-to-follow installation guide, Getting Started,
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 Palm OS
www.palm.com/support/tungstenw for important upgrade instructions before
beginning your Tungsten W handheld installation.
®
handheld, see
3
Chapter 1 Welcome
Palm, Inc. Confidential
System requirements
Before you install and operate Palm™ Desktop software, your computer system
must meet the following minimum requirements.
Minimum requirements: Windows computers
The minimum requirements for Windows computers are as follows:
■ IBM-compatible Pentium-class computer
■ One of the following operating systems:
– Windows 95 with SR2 or later and Winsock2 update (requires a serial
cradle/cable, sold separately)
– 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
■ 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 download Palm Desktop software
www.palm.com/support/intl
from
■ 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 9.0 or later
– Mac OS X, version 10.1.2 or later
■ 25MB available hard disk space
4
■ 12MB available RAM
Palm, Inc. Confidential
■ Monitor that supports screen resolution of 800 x 600 or better
■ CD-ROM or DVD-ROM drive (you can also download Palm Desktop software
from
■ Mouse
■ One available USB port or serial port (serial cradle/cable sold separately and
compatible with Mac OS 9 only)
Wireless service
www.palm.com/support/intl
Wireless service
)
IMPORTANT
observe the guidelines or prohibitions on the use of wireless devices in your current
location. For example, when you are on an airplane, do not turn on your radio at
times when government or airline regulations prohibit the use of cellular phones. You
can, of course, use all other applications of your handheld in accordance with airline
regulations for electronic devices.
Whenever you use the wireless features of your handheld, please
Your handheld is equipped with a GSM/GPRS mobile radio, so you can transmit
and receive information over the airwaves, wirelessly, from your handheld. You
don’t need to plug a wire into a wall socket, and you don’t need a modem.
After you charge the battery in your handheld, the mobile radio is ready for use.
Follow the instructions in the Getting Started installation guide and this book to
successfully set up and use your wireless features.
IMPORTANT
features and options you have selected as part of your service contract with your
wireless service provider. This handbook describes a wide range of wireless features
that are usable only if the service is provided by your wireless service provider.
Read your wireless service provider’s documentation to understand the
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Chapter 1 Welcome
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Your handheld has a signal strength indicator to inform you of the availability and
strength of wireless service in your immediate area. It also has an indicator
showing your GPRS coverage. If you are having problems with your wireless
coverage, see “Wireless problems” in Appendix B.
GPRS coverage
Signal strength indicator
Making a call in a medical or safety emergency
To make a call for emergency service: Press all four application buttons at once.
You can make this call even without the SIM card installed, so long as your
handheld’s radio is on and you are in an area that has coverage. The call is free.
Press the four application buttons at once to make a call for emergency
Software Download Available
Palm Desktop software is supplied on a CD-ROM disc. Check
support/intl
for updates and new versions of the software.
Compatibility of third-party applications
Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm handheld. Some thirdparty applications, however, may not have been upgraded to be compatible with
your new Palm handheld, or they may not have been designed to incorporate all
the features available in your handheld.
6
www.palm.com/
Finding information
Palm, Inc. Confidential
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 has
information about some applications’ compatibility with your handheld. To find
this information, do one of the following:
■ Open your web browser and go to
page, click the link leading to information on the compatibility of third-party
applications.
■ 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.
Finding information
For installation information, see Getting Started that came with your Tungsten W
handheld. For comprehensive information about using your handheld, continue
reading this electronic handbook.
For support information, upgrade information, articles, and answers to questions,
www.palm.com/support/tungstenw
see
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 the Applications main screen.
■ The Windows tutorial for Palm Desktop software, Desktop Quick Tour. To
access this tutorial, open Palm Desktop software and select Quick Tour from the
Help menu.
www.palm.com/support/tungstenw
.
. On that
■ The electronic Palm Desktop software for the Macintosh User’s Guide. To access this
guide, open the Palm folder and then open the Documentation folder.
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.
7
Chapter 1 Welcome
Palm, Inc. Confidential
8
CHAPTER 2
Palm, Inc. Confidential
Exploring Your Handheld
Your wirelessly enabled Palm™ Tungsten™ W handheld helps 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 wirelessly.
NOTE Some companies restrict access to internal e-mail accounts when using
a handheld. Check your company for their policy on use of handhelds.
■ Receive alerts when a new voicemail or SMS message arrives or a reminder
occurs. Rely on any or all of the three alert modes: the indicator light, vibrator,
or alarm sound. Support for the alert feature depends on your contract with
your wireless service provider.
■ Access WAP content, applications, and games.
■ Make phone calls using a hands-free headset.
■ Set preferences for how you receive alarms: hearing a sound, seeing a blinking
indicator light, or feeling your handheld vibrate. Choose any combination.
■ Access Internet information.
■ Browse or search the Internet.
■ Download and use web clipping applications that help you find specially
formatted Internet information quickly.
NOTE Using web clipping on the handheld requires software that is available
on the Software Essentials CD.
■ 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.
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■ Insert SD or MultiMediaCard 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.
Locating front panel controls
Red and green indicator light
IR port
Screen
Antenna cap
Stylus
Date
Book
Address
Book
Application
buttons
Navigator
Select button
Keyboard area
Power button/
Backlight control
Wireless
E-mail
Application buttons
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Locating handheld components
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IR port
Red and green
indicator light
Antenna cap
Stylus
Keypad
Power button/
Backlight control
Uses infrared technology to transmit data to and receive 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 20 for more information.
Indicates when you are within or out of range for wireless
transmission. It also notifies you of incoming Date Book or
World Clock alarms.
Houses the antenna for your mobile radio.
Slides in and out of the slot in the side channel of the
handheld. To 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.
The area where you type letters and numbers, and access
special function keys. See Chapter 3 to learn how to type
characters.
Turns your handheld on or off and controls the backlight
feature. If your handheld is turned off, pressing the power
button turns the handheld on and returns you to the last
screen you viewed.
Application buttons
Navigator
If your handheld is turned on, pressing the power button
turns the unit off.
Pressing the power button for about two seconds turns the
backlight on or off. For more information on the backlight,
see the next section, “Using the 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 21 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 scroll
up to view the information above the viewing area. The
navigator also has some special functions that are described
in this handbook.
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Select button
Screen
Using the indicator light
The navigator center Select button enables you to select
items. The Select button also has some special functions that
are described in this handbook.
Displays the applications and information stored in your
handheld. It is touch-sensitive and responds to the stylus.
Red and green indicator light
The indicator light at the top of the handheld blinks to indicate the following status
levels:
No light
Green light flashes
every five seconds
Red light flashes every
five seconds
Mobile radio is off.
Mobile radio is on and transmitter is within range.
Mobile radio is on, but transmitter is out of range. You need
to move to another area to bring the transmitter within
range.
Green light flashes at
paired intervals
A notification that:
■ Date Book or World Clock event alert has occurred.
■ A call was missed.
■ Voicemail was received.
A dialog box appears, describing the reason for
notification. Acknowledging the notification turns off the
indicator light.
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Locating back panel components
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Service test point
Reset
button
Locating handheld components
Headset jack
Side
channel for
cover
Expansion
card slot
Headset jack
Service test point
Reset button
Expansion card slot
Universal connector
Universal
connector
Connects the hands-free headset to your handheld, enabling
you to make or receive telephone calls.
For use by Palm, Inc., authorized service personnel only.
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 or MultiMediaCard expansion cards, enabling
you to add more memory, applications, or Bluetooth
functionality. You can also back up data to an expansion
card.
NOTE
Expansion cards are purchased separately.
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 recharge your
handheld as well as update the information between your
handheld and computer using HotSync technology.
Side channel
The universal connector also connects peripheral hardware
devices to your handheld.
The left side channel holds the front cover, which slides in
and out.
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Adding an expansion card
A tiny expansion card (sold separately) increases the variety of tasks you can do
and the amount of space you have for storing software and 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.
Notched
corner
Label on card
faced down
Push
To r em ov e a c ar d:
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.
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Using the backlight
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The backlight makes it easy for you to see the information on your handheld. The
backlight is on by default but can be turned off to extend battery life. You can
turned on, off, or adjust the backlight in the following ways:
■ Turn off the backlight and power automatically (after a period of inactivity)
with the Auto-off feature. See “General preferences” in Chapter 21 for more
information.
■ Turn the backlight on or off by pressing the power button and holding it down
for about two seconds. Release the button when the backlight turns on or off.
■ Disable the backlight or adjust the backlight brightness level using the Adjust
Brightness dialog box.
To enable the backlight or adjust the backlight level:
1. Press Function + Brightness .
2. Tap the Enable Backlight check box to select it.
3. Tap to the left or right of the slider to adjust the brightness in small increments,
or drag the slider to change the brightness in large increments.
Using the backlight
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Chapter 2 Exploring Your Handheld
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16
Tapping
Palm, Inc. Confidential
CHAPTER 3
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
■ Beaming data from another device that has an infrared port
■ Entering or importing data in Palm™ Desktop software and then synchronizing
with your handheld
Like using a mouse to click elements on a computer screen, using the stylus to tap
elements on your handheld screen is the basic action 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 the stylus for tapping or making strokes on the
handheld screen. Never use an actual pen, pencil, or other sharp object to write on
the handheld screen.
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 previous or next record. (This
feature is not available in Address Book.)
3. Press Select on the navigator to return to the list screen.
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Using the keyboard
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To navigate in dialog boxes:
■ 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 button. If there’s multiple buttons, Select activates
affirming buttons such as OK, Yes, or Done.
IMPORTANT
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.
Below the keyboard are application buttons and the 5-way navigator 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
Read dialog boxes carefully. Sometimes, selecting OK or Yes results in
Delete key
Return/Enter key
Home/ShortCut
key
Command/Menu
key
CAPS/Find key
Letter and number keys:
Space/Symbol key
Enables you to enter letters and numbers. You
can change the key response from the Keyboard preferences screen.
See “Keyboard Preferences” in Chapter 21.
You can also access international characters using the navigator control.
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 “Using the indicator
light” in Chapter 2.
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Function key: Press 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 letters”. 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. For
information about the Command mode, see “Menu commands” 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 preference
Repeat Function is set to Capital. See “Keyboard Preferences” in Chapter 21 for
more information.
Accessing international and special characters
You can access international and special 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
You can access international characters from the keyboard by pressing and
holding a key, and then pressing Up and Down on the navigator. The character on
the screen scrolls through a sequence of related international characters. You can
scroll though the sequence either forward or backward depending on whether you
are pressing Up or Down on the navigator.
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Using the keyboard
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NOTE
This feature does not work with every key or with the Function key secondary
charac t e r set.
To access international characters from the keyboard:
1. Press and hold a key.
2. Press Up or Down on the navigator.
3. Accessing the onscreen keyboards
You can open the onscreen keyboards anytime you need to enter special 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.
Alpha
Ta b
Backspace
Caps lock
Caps shift
Numeric
Tap here to display
numeric keyboard
Tap here to display
alphabetic keyboard
Tap here to display
international keyboard
Symbol
Tap here to display
symbol keyboard
Carriage return
International
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 character and feature set is labeled in blue in
the upper right on each available key.
Function key
When you press Function , a dot appears in the lower-right corner, indicating
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 “Using the
backlight” 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 information,
see “Using menus” in Chapter 4 and see the next section, “Using menu
commands”.
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Using menu commands
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By using the menu commands you can access many functions directly from the
keyboard without tapping.
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 commands
The command toolbar 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.
Using the keyboard
Command letters
CutUndoCopy PasteBeamDelete
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.
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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Using ShortCuts
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 21 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 are 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.
24
■ Use Right, Left, Up, or Down on the navigator.
■ Press Command Stroke + the letter. For more
information see “Using menu commands” later in this
chapter.
Using elements of the handheld interface
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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, tapping it removes 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 such 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:
■ Ta p t he ar row s .
■ 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.
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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 the scroll bar just above
the slider. To scroll to the next page, tap the scroll bar just
below the slider.
■ You can also scroll to the previous and next pages by
pressing 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 other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
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 can read the type of data
you’re beaming.
26
®
handheld that’s close by and equipped with an IR port, but you
Beaming data
Palm, Inc. Confidential
You can beam the following information between devices with an IR port:
■ The record currently displayed in Date Book, Address Book, To Do List, or
Memo Pad
■ All records of the category currently displayed in Address Book, To Do List, or
Memo Pad
■ A special Address Book record that you designate as your business card,
containing information you want to exchange with business contacts
■ An application installed in RAM memory
■ An application installed on an expansion card that is seated in the card slot
You can also perform HotSync® operations using the IR port.
TIP
See “Conducting IR HotSync operations” in Chapter 20 for details.
To select a business 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, business card, or category of records:
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.
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5. Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
You can also press and hold the Address Book application button to instantly
TIP
beam your business card to another device with an IR port
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 for the incoming information, create a new category, or leave
the information unfiled.
4. Tap Yes.
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Using your computer keyboard
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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 information manager (PIM)
to enter information. You can then perform a HotSync operation to synchronize
the information on your computer with the information on your handheld. Many
of the applications that came with your handheld are also available 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 Software 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.
Using your computer keyboard
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 software. Use the archive 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.
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To import data from a Windows computer:
1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category names, do the
following:
Select All in the Category box.
Be sure that the same categories that appear in the imported file also exist in the
application. If the categories do not exist, create them now; otherwise, the
records are imported into the Unfiled category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
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 separate category in Palm Desktop software
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)
30
■ Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.
Importing data from a Mac computer
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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 (text 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)
Importing data
■ 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 computer:
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 arrow, 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.
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8. From the Delimiters pop-up menu, choose the appropriate delimiter.
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 and Address
Book with the application buttons on your handheld.
CHAPTER 4
Working with Applications
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 .
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.
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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. Press
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 letter of the application’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 icon of the application that you want to open.
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 current application and displays it when you
return to that application.
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.
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To switch to an expansion card:
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1. Tap the pick list in the upper-right corner.
Categorizing applications
When the highlight in the Applications Launcher is
TIP
press and hold Select on the navigator to open the category pick list.
2. Select the category item that matches the name of the expansion card.
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.
active, you can also
not
You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories.
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.
To create a new category, select Edit Categories from the pick list. Tap
TIP
New, enter the category name, and then press Function +
OK to add the category.
Enter
, or tap
4. Press Function + Enter
,
or tap Done.
To display applications by category:
1. Press Home .
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 Launcher display
By default, the Applications Launcher displays each application as an icon. As an
alternative, you can choose to show a list of applications. You can also choose to
view the same category of applications each time you open the Applications
Launcher.
36
To change the Applications Launcher display:
1. Press Home .
2. Press Command Stroke + R.
Alternately, press Function + Menu , select Options, and then select
Preferences.
Copying applications to or from an expansion card
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3. Tap the View By pick list and select List.
4. Press Function + Enter
,
or tap OK.
To open the Applications Launcher to the last opened category:
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.
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5. Tap an application to copy.
6. Tap Copy.
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
operation; see “Installing add-on applications” later in this
chapter for details.
NOTE
Windows or Mac computer, the actual file names may differ from those displayed in
the Applications Launcher.
If you view your applications on the card using a Card Reader on your
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.
38
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
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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.
3. Tap Settings.
Selecting copy settings
Using menus
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 deselected if you want to copy both the application
file and its associated data files.
6. Press Function + Enter
NOTE
you want to copy an application only, you must select the Copy Applications Only
check box.
The Sort By setting is in effect each time you use the copy feature. Each time
,
or tap OK.
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.
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To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
– Press Function + Menu .
– Tap the inverted title area at the top of the screen.
Tap the title area
Press
Function
Press
Menu
In this example, three menus are available: Record, Edit, and Options. The Record
menu is selected and contains the commands New Memo, Delete Memo, and Beam
Memo.
Choosing a menu
The menus and menu commands that are available depend on the application that
is currently open. Also, the menus and menu commands vary 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 stylus:
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.
After you open the menu bar, you can also press Right and Left on the navigator
TIP
to select a menu, press Down on the navigator to select the command you want to
use, and then press Select on the navigator to run the command.
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Menu commands
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Most menu commands have an equivalent Command stroke, which is similar to
the keyboard shortcuts used to execute commands on computers. For information
on using menu commands see “Displaying online tips” in Chapter 3.
Choosing application preferences
You can set options that affect an entire application in the application’s Preferences
dialog box.
To change preferences for an application:
1. Open an application.
2. Press Command Stroke + R.
– Alternately, press Function + Menu , and then select Preferences on
the Options menu.
Choosing application preferences
NOTE
3. Make changes to the settings.
4. Press Function + Enter
Not all applications have a Preferences command.
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, Address Book entry, To Do
List item, Memo Pad memo, Note Pad note, or Expense item.
Creating records
You can use the following procedure to create a new record in Date Book, Address
Book, To Do List, Memo Pad, Note Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap N ew.
3. In Date Book only: Select start and end times for your appointment, and press
Function + Enter
,
or tap OK.
,
or tap OK.
4. Enter text for the record.
5. (Optional) Tap Details 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
There’s no need to save the record because your handheld saves it automatically.
,
or tap Done.
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Editing records
After you create a record, you can change, delete, or enter new text at any time.
Two screen features tell you when your handheld is in editing mode:
■ A blinking cursor
■ One or more dotted edit lines
Edit line
Blinking cursor
NOTE
not see an edit line or blinking cursor unless the cursor is in the title line.
In Note Pad you can write anywhere on the screen. Therefore, you will
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 12.
Using the Edit menu
The Edit menu is available with any screen where you enter or edit text. In general,
commands available in the Edit menu apply to text that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in yellow).
NOTE
text. You can also drag
to select a group of lines.
You can also double-tap to select a word, or triple-tap to select a line of
across
the text to select additional words, or drag
down
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The following commands may appear in an Edit menu:
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Performing common tasks
Undo
Cut
Copy
Paste
Select All
Keyboard
Deleting records
Reverses the action of the last edit command. For example, if you
used Cut to remove text, Undo restores the text you removed. Undo
also reverses deletions 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.
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.
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 record or screen. 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.
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:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
Note Pad: Delete Note
Memo Pad: Delete Memo
Expense: Delete Item
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A confirmation dialog box appears. If you want to save a copy of the deleted
item to an archive file in Palm™ Desktop software, be sure that the check box is
selected. If you don’t want to save a copy, tap the check box to deselect it.
Purging records
4. Press Function + Enter
,
or tap OK.
If you choose to save a copy of the selected item, your handheld transfers it to the
archive file on your desktop the next time you perform a HotSync operation. (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, To Do List, and Memo Pad, open the Details dialog
box for the record, tap Delete, and then press Function + Enter
OK.
NOTE
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.
When deleting a repeating event in Date Book, you can choose to delete
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.
,
or tap
44
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.
Performing common tasks
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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 selected. If you don’t
want to save a copy, tap the check box to deselect it.
Expense: Select the category you want to purge. All data in the selected category
will be purged and there is no archive option.
3. Press Function + Enter
If you chose to save a copy of the purged records, your handheld transfers them to
an archive file on your desktop the next time you perform a HotSync operation.
NOTE
make it happen.
Categorizing records
You can categorize records in the Address Book, To Do List, Note Pad, Memo Pad,
and Expense applications so that they are grouped logically and are easy to review.
When you create a record, your handheld automatically places it in the category
that is currently displayed. If the category is All, your handheld assigns it to the
Unfiled category. You can leave an entry as Unfiled or assign it to a category at any
time.
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories in each
application.
,
or tap OK or Done.
Purging does not happen automatically. You must select the command to
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-defined category, in which you can store
the names, addresses, and phone numbers you might 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 De t ai ls .
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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
NOTE
In Address Book, Note Pad, and Memo Pad you can select the category
,
or tap OK.
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.
Tap here
NOTE
Do list.
In the Date Book Agenda view, the pick list is in the upper right of the To
46
2. Select the category you want to view.
The list screen now displays only the records assigned to that category.
Pressing an application button on your handheld scrolls through all the
TIP
categories of that application except for Unfiled. This feature is not available in
Date Book.
Performing common tasks
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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.
Tap here
2. Select Edit Categories.
3. Tap N ew.
4. Enter the name of the new category, and then press Function + Enter
tap OK.
5. Press Function + Enter
,
or tap OK.
You can assign any of your records to the new category.
,
or
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To rename a category:
1. Tap the category pick list in the upper-right corner of the screen or list.
2. Select Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then press Function + Enter
or tap OK.
5. Press Function + Enter
TIP
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:
screen and enables you to add to a record the information that appears in this
list.
,
or tap OK.
You can group the records in two or more categories into one category by
Phone Lookup displays the Address list
,
48
■ 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 Expense record.
Performing common tasks
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Looking up Address Book records
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.
To look up an Address Book record with the stylus:
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 entry that begins with that letter. If you write another
letter, the list scrolls to the first entry that starts with those two letters. For
example, writing an s scrolls to “Sands,” and writing sm scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.
2. Tap the record to view its contents.
To look up an Address Book record with the navigator:
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.
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If only one match is possible for a particular position, the highlight jumps to the
next position.
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.
If only one match is possible for the letters you selected, the contents of
TIP
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 .
If you select text in an application before you tap Find, the selected text
TIP
automatically appears in the Find dialog box.
2. Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name “davidson” also
finds “Davidson.”
Find locates any words that begin with the text you enter. For example,
searching for “plane” finds “planet” but not “airplane.”
3. Press Function + Enter
Find searches for the text in all records and all notes.
,
or tap OK.
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Performing common tasks
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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 Lookup
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’re 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.
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Looking up names to add to Expense records
In Expense, Lookup displays the names in your Address Book that have data in the
Company field. You can add these names to a list of attendees associated with an
Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap De t ai ls .
3. Tap Who.
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your Address Book that
have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7.Press Function + Enter
8. Press Function + Enter
,
or tap Done.
,
or tap OK.
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Sorting lists of records
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You can sort lists of records in various ways, depending on the application. Sorting
is available in applications that have list screens: Address Book, Note Pad, To Do
List, Memo Pad, and Expense.
Performing common tasks
NOTE
in this chapter.
You can also assign records to categories. See “Categorizing records” earlier
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.
To 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.
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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.
Attaching notes
4. Press Function + Enter
,
or tap OK.
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 De t ai ls .
4. Tap N ote.
5. Enter your note.
6. Press Function + Enter
A small note icon appears at the right side of any item that has a note.
,
or tap Done.
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Note icon
To review or edit a note:
■ Tap the Note icon .
In Date Book, you can also select the event that contains the note, press Select
TIP
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 fonts
Palm, Inc. Confidential
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 handheld
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 alerts, 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
to the current screen. An attention indicator 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.
,
or tap Done to close the reminder list and return
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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:
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 alert message, 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 set a password and select whether to mask
your private records or hide them completely. See “Security preferences” in
Chapter 21 for details.
Installing and removing applications
Installing and removing applications
This section explains how to install and remove applications on your handheld or
on an expansion card, and how to remove Palm Desktop software from your
computer.
Installing 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.
The Install Tool makes it easy to install software 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:
To install add-on software on your handheld using a Windows computer:
1. On your computer, copy or download the application you want to install into
the add-on folder in your Palm Desktop directory on your computer.
2. Double-click the Palm Desktop icon on your desktop.
3. Click Install.
www.palm.com/support/intl
.
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You can also access the Install Tool dialog by selecting Install Tool from
TIP
the Palm Desktop program group or by double-clicking any file with a PRC,
PDB, PQA, PNC, or SCP file extension.
4. In the User drop-down list, select the name that corresponds to your handheld.
5. Click Add.
58
6. Select the applications that you want to install.
7.Click Open.
8. If you need to change the destination of the application you are installing, click
Change Destination in the Install Tool window, and then use the arrows to
move applications between your handheld and an expansion card.
Installing and removing applications
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9. Click OK to close the Change Destination window.
10. Click Done to close the Install Tool window.
11. Perform a HotSync operation to install the selected applications.
See “Performing a cradle/cable HotSync operation: Windows computer” in
Chapter 20 for details.
NOTE
Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm
TM
application files. For your handheld to recognize such a file,
you must launch the application at least once.
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.
4. From the User pop-up menu, select the name that corresponds to your
handheld.
5. Click Add To List.
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6. Select the Add-on folder.
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 Palm application files have the extension PRC,
PDB, PQA, or SCP.
7.Select the applications you want to install.
8. Click Add File to add the selected application to the Install Handheld Files list.
You can also drag files or folders of files to the list in the Install Handheld
TIP
Files dialog box. The files are copied to the Files To Install folder.
9. If you need to change the destination of the application you are installing, click
Change Destination the Install Handheld Files window, and then use the
arrows to move applications between your handheld and an expansion card.
10. Click OK to close the Change Destination window.
11. Close the Install Handheld Files window.
12. Perform a HotSync operation to install the selected applications on your
handheld. See “Performing cradle/cable HotSync operations” in Chapter 20 for
details.
60
NOTE
not installed. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm application files. In order for your handheld to recognize such a
file, you must launch the application at least once.
Files that remain in the list after you perform a HotSync operation were
Removing applications
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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 remove only add-on applications, patches, and
extensions that you install; you cannot remove the applications that reside in the
ROM portion of your handheld.
Installing and removing applications
NOTE
need to delete them from your computer. Otherwise, they are reinstalled at the next
HotSync operation.
If you have backed up your applications during a HotSync operation, you also
To remove an add-on application:
1. Press Home .
2. Press Command Stroke + D.
Alternately, press Function + Menu , select Delete on the App menu.
3. Tap the Delete From pick list and select either Handheld or Card. To delete
applications from a card, the card must be seated in the expansion card slot.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Press Function + Enter
7.Press Function + Enter
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove it from your
computer.
To remove Palm Desktop software from a Windows computer:
1. From the Windows Start menu, select Settings and then Control Panel.
2. Double-click the Add/Remove Programs icon.
3. Click the Change or Remove Programs button.
4. Select Palm Desktop.
,
or tap Yes.
,
or tap Done.
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5. Click Change/Remove.
6. Click Yes in the Confirm File Deletion box.
7.Click OK.
8. Click Close.
NOTE
You need to install the HotSync Manager from the installation CD if you want
to synchronize data with another PIM.
To remove Palm Desktop software from a Mac computer:
1. Locate the Palm Desktop Installer icon and double-click.
The Palm Desktop Installer icon is on the Palm Desktop CD or in the installer
that you downloaded.
2. Select Uninstall from the pop-up menu.
3. Select the software you want to remove.
4. Click Uninstall.
5. Select the folder that contains your Palm Desktop software files.
6. Click Remove.
NOTE
folder remains untouched.
7.Restart your computer.
This process removes only the application files. The data in your Users
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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 SMS or e-mail
to other devices with an infrared (IR) port and an application that can read the
data.
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
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 to another device with an
IR port. The receiving device must also have an application that can read the Address
Book data.
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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 Address Book entry:
1. Press the Address Book button on the front of your handheld to display the
Address list.
2. Tap N ew.
Cursor
at Last
name
®
64
Ta p N e w
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.
Pressing Tab
TIP
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.
moves the cursor to the next field.
As you enter letters in the Title, 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 already 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.
Selecting types of phone numbers
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7.Tap the scroll arrows or press Up/Down on the navigator to move to the next
page of information.
8. After you finish entering information, Press Function + Enter
Done.
Tap Done
To create an entry that always appears at the top of the Address list, begin the
TIP
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.
,
or tap
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
3. Tap the pick list next to the label you want to change.
Ta p
triangle
4. Select a new label.
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Changing Address Entry details
The Address Entry Details dialog box provides a variety of options that you can
associate with an entry.
To open the Address Entry Details dialog box:
1. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap De t ai ls .
4. Select any of the following settings:
Show in List
Category
Private
Select which type of phone or other information appears in
the Address list screen. Your options are Work, Home, Fax,
Other, E-mail, Main, Pager, and Mobile. The identifying
letters W, H, F, O, M, or P appear next to the record in the
Address list, depending on which information is displayed.
If you select E-mail, no identifying letter is displayed.
Assign the entry to a category.
Hide this entry when Security is turned on.
Making connections from Address Book
You can use the entries in your Address Book to launch applications that perform
tasks such as dialing a phone number or creating an e-mail or SMS message. Some
of the applications you can launch are included with your handheld, and others
may be available from third-party developers and are sold separately.
Quick Connect
You can use Quick Connect to select an entry and initiate a related task with one
hand using the navigator. You can also configure which application opens when
you choose a specific Address record field, and whether to add a prefix to all phone
numbers.
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To make a connection with Quick Connect:
1. Open the Address entry to which you want to connect.
2. Press Right on the navigator to open the Quick Connect dialog box.
You can also tap the Quick Connect icon in the title bar of the Address
TIP
record.
3. Select the method you want to use to connect.
Quick Connect opens and initiates the related task. For example, if you tap a
phone number, Quick Connect sends the selected phone number to your mobile
phone.
To configure Quick Connect settings:
1. From the Quick Connect dialog box, tap Settings.
2. (Optional) Tap the Number Prefix check box and enter a prefix.
For example, to dial 1 before all phone numbers, select this check box and enter
a “1” in this field. The prefix is not added to a number that begins with the “+”
character.
3. Tap each of the pick lists and select the application you want to associate with
that task.
4. Press Function + Enter
,
or tap OK.
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Tap-to-Connect
Tap-to-Connect enables you to select an entry and initiate a related task by tapping
it with the stylus. By default, Tap-to-Connect is enabled.
To enable Tap-to-Connect:
1. Press Command Stroke + R.
Alternately, press Function + Menu , and then select Preferences on the
Options menu.
2. Tap Enable Tap-to-Connect.
3. Tap OK .
You can also configure which application opens when you tap a specific Address
TIP
record field, and whether to add a prefix to all phone numbers. See “Quick Connect”
earlier in this chapter to learn how to configure these settings.
To make a connection with Tap-to-Connect:
1. From the Address list, tap the entry to which you want to connect.
2. Tap the item you want to launch in Mobile.
For example, to dial a phone number, tap the number you want to dial. To
address an e-mail message, tap an e-mail address.
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Address Book menus
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Address Book menus are shown here for your reference, and Address Book
features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about selecting menu commands.
The Record and Options menus may differ, depending on whether you’re
displaying the Address list screen or the Address view screen.
Record menus
Address list
Address Book menus
Address view
Options menus
Duplicate
Address
Connect
Send Category
Send Address
Makes a copy of the current record and displays the copy in
Address Edit so you can make changes to the copied record. The
copy has the same category and attached notes as the original
record.
Opens the Quick Connect dialog box where you can select which
application to use to make the connection.
Opens a dialog box where you can select how to send all records
in the selected category to another device. The options available
depend on the software installed on your handheld.
Opens a dialog box where you can select how to send the
selected entry to another device. The options available depend
on the software installed on your handheld.
Address view
Address list
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Preferences
Rename Custom
Fields
About Address
Book
Remember last category:
Determines how Address Book
appears when you return to it from another application. If
you select this check box, Address Book shows the last
category you selected. If you clear it, Address Book
displays the All category.
Fields that appear at the end of the Address Edit screen.
Rename them to identify the kind of information you enter
in them. The names you give the custom fields appear in
all entries.
Shows version information for Address Book.
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CHAPTER 6
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Using Calculator
Calculator enables you to perform basic calculations. Use Calculator to do
the following:
■ Perform addition, subtraction, multiplication, division, and square root
operations.
■ Store and retrieve values.
■ Display the last series of calculations, which is useful for confirming a series of
“chain” calculations.
To open Calculator:
1. Press Home .
2. Tap the Calculator icon .
Performing calculations
The Calculator includes several buttons to help you perform calculations.
Clears the entire calculation so that you can begin a fresh
calculation.
Clears the last number you entered. If you make a mistake while
entering a number in the middle of a calculation, you can use this
button to reenter the number without starting the calculation over.
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Toggles the current number between a negative and positive value.
If you want to enter a negative number, enter the number first and then press the +/- button.
Places the current number in memory. Each new number you enter
with the M+ button is added to the total already stored in memory.
The number that you add can be either a calculated value or any
number you enter by pressing the number buttons. Pressing this
button has no effect on the current calculation (or series of
calculations); it merely places the value into memory until it is
recalled.
Recalls the stored value from memory and inserts it into the current
calculation.
Clears any value that is stored in the Calculator memory.
Calculates the square root of a number. Enter the number, and then
tap the square root button.
Viewing recent calculations
The Recent Calculations command enables you to review the last series of
calculations and is particularly useful for confirming a series of “chain”
calculations.
To display recent calculations:
1. Press Command Stroke + l.
Alternately, press Function + Menu , and then select Recent
Calculations on the Options menu.
2. After you finish reviewing the calculations, press Function + Enter
tap OK.
,
or
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The Calculator menu shown here is for your reference, and the Calculator feature
described here is not explained elsewhere in this book.
See “Using menus” in Chapter 4 for information about choosing menu commands.
Options menu
Using Calculator menus
About Calculator
Shows version information for Calculator.
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74
Card Info enables you to review general information about an expansion
Palm, Inc. Confidential
card. Use Card Info to do the following:
■ Review card contents.
■ Rename a card.
■ Format a card.
Reviewing Card Information
You can view the card name, type, available storage space, and a summary of its
contents.
To review Card Information:
CHAPTER 7
Using Card Info
1. Press Home .
2. Tap the Card Info icon .
3. Review Card name, Type, and Size.
4. Review card contents summarized by directory.
Review card information
Review summarized
card contents
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Renaming a card
Renaming a card enables you to give an easy to recognize name to the card.
To rename a card:
1. Press Home .
2. Tap the Card Info icon .
3. Press Command Stroke + R.
Alternately, press Function + Menu , and then select Rename Card on
the Card menu.
4. Enter the new name for the card.
5. Tap R en am e.
Formatting a card
Formatting a card destroys all its data and prepares it to accept new applications
and data.
To format a card:
1. Press Home .
2. Tap the Card Info icon .
3. Press Command Stroke + F.
Alternately, press Function + Menu , and then select Format Card on
the Card menu.
4. Press Function + Enter
,
or tap OK.
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■ When writing data to an expansion card, wait for your handheld to complete
the operation before removing the card from the slot. This prevents data
corruption or accidental damage to the expansion card.
■ You can install applications to an expansion card after performing an initial
HotSync
®
operation. See “Installing add-on applications” in Chapter 4 for
information. For optimal performance, we recommend that you do not install
more than fifty applications to a single expansion card.
■ When your handheld’s battery level becomes very low, access to the expansion
card may be disabled to protect your data. If this occurs, recharge your
handheld as soon as possible.
Using the Card Info menu
The Card Info menu is shown here for your reference, and the Card Info features
that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about choosing menu commands.
Managing an expansion card
Help
About Card Info
Provides help text.
Shows version information for Card Info.
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78
CHAPTER 8
Palm, Inc. Confidential
Using Date Book
Date Book enables you to quickly and easily schedule appointments or any
kind of activity associated with a time and date. Use Date Book to do the
following:
■ Enter a description of your appointment and assign it to a specific time and
date.
■ Display a chart of your appointments for an entire week. The Week view makes
it easy to spot available times and potential scheduling overlaps or conflicts.
■ Display a monthly calendar to quickly spot days where you have morning,
lunch, or afternoon appointments.
■ Display an agenda showing appointments, untimed events, and your To Do
items for the day.
■ Set an alarm to notify you of the scheduled activity.
■ Create reminders for events that are based on a particular date, rather than time
of day. Birthdays and anniversaries are easy to track with your handheld.
■ Attach notes to individual events for a description or clarification of the entry
in your Date Book.
To open Date Book:
■ Press the Date Book application button on the front panel of your handheld.
Date Book opens to today’s schedule.
Date Book button
TIP Press the Date Book application button repeatedly to cycle through the
Day, Week, Month, and Agenda views.
When you open Date Book, the screen shows the current date and a list of times for
a normal business day.
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Scheduling an event
A record in Date Book is called an “event.” An event can be any kind of activity
that you associate with a day. You can enter a new event on any of the available
time lines.
When you schedule an event, its description appears on the time line, and its
duration is automatically set to one hour. You can easily change the start time and
duration for any event.
It’s possible to schedule events that overlap, but Date Book makes it easy to find
such conflicts. See “Spotting event conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a particular date but
have no specific start or end times, such as birthdays, holidays, and anniversaries.
These are referred to as “untimed events.” Untimed events appear at the top of the
list of times, marked with a diamond. You can have more than one untimed event
on a particular date.
You can also schedule a repeating event, such as a weekly meeting, and continuous
events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Ta p a
time line
Time bar
shows
duration
Enter event
2. Enter a description of the event. You can enter up to 255 characters.
3. If the event is one hour long, skip to step 5. If the event is longer or shorter than
an hour, tap the time of the event to open the Set Time dialog box.
Ta p t h e
time of an
event
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Scheduling an event
Palm, Inc. Confidential
4. Do one of the following:
– Tap the time columns on the right side of the Set Time dialog to set the Start
Time, and then tap the End Time box and tap the time columns to set the End
Tim e .
– Tap All Day to automatically insert the start and end time of the event as
defined in your Date Book preferences.
Start Time
highlighted
Tap to automatically
fill the start and end
times
5. Press Function + Enter
6. Tap a blank area of the screen to deselect the event. A vertical line appears next
,
or tap OK.
Tap to scroll to
earlier hours
Tap to change
hours
Tap to change
minutes
Tap to scroll to
later hours
to the time, indicating the duration of the event.
If an event has the same start and end time, the time is displayed only once.
To schedule an event for another day:
1. Select the date you want for the event by doing one of the following:
– Tap the day of the week that you want in the date bar at the top of the screen.
If necessary, tap the Previous week or Next week scroll arrows to move to
another week.
Previous
week
Next
week
Tap to select a day of
the current week
– Press Right or Left on the navigator to scroll to the next or previous day.
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– Press Up or Down on the navigator to scroll within the current day.
– Tap Go To at the bottom of the screen to open the Go to Date dialog box.
Select a date by tapping a year, month, and day in the calendar.
Previous yearNext year
2. After you locate the date, follow the steps for scheduling an event for the
current day.
Tap to select a
month
Tap to select a
day
Tap to select
current date
To schedule an untimed event:
1. Select the date that you want for the event.
2. Tap N ew.
3. Tap No Time, so that no start or end times are defined for the new event.
4. Enter a description of the event.
New
untimed
event
82
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
If you create an event and decide later that there is no particular start or end time,
Palm, Inc. Confidential
you can easily change it to an untimed event. Tap the time of the event in the Date
Book screen, tap No Time, and then press Function + Enter
Selecting an event
After you create an event, you can select an event to view its contents, reschedule
it, make it a repeating event, and add alarms or notes.
To select an event:
1. Go to the day on which the event is scheduled.
2. Tap the event.
You can also press Select on the navigator to insert the highlight on the
TIP
next event in the current day or on the first event of another day. To scroll
through the events in the selected day, press Up and Down on the navigator.
Rescheduling an event
Selecting an event
,
or tap OK.
You can easily make changes to your schedule with your handheld.
To reschedule an event:
1. Select the event you want to reschedule.
2. Tap De t ai ls .
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Press Function + Enter
Setting an alarm for an event
The Alarm setting enables you to set an alarm for events in your Date Book. You
can set an alarm to notify you minutes, hours, or days before an event. The default
Alarm setting is five minutes before the time of the event, but you can change the
Alarm to any number of minutes, hours, or days.
When you set an alarm, this icon appears to the far right of the event with the
alarm. When the alarm occurs, a reminder message also appears onscreen.
To set an alarm for an event:
1. Select the event to which you want to assign an alarm.
,
or tap OK.
2. Tap De t ai ls .
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
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4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time
units.
Enter number of
time units here
Tap here to
select unit of time
6. Press Function + Enter
7.When the reminder message appears on screen, do one of the following:
– Press Function + Enter
,
or tap OK.
,
or tap OK, to permanently dismiss the
reminder and return to the current screen.
– Tap Snooze to dismiss the reminder and return to the current screen. The
reminder message appears again five minutes after you tap Snooze, and
meanwhile an attention indicator blinks in the upper-left corner of the screen
to remind you of the pending alarm.
– Tap Go To to open Date Book. Date Book opens and displays the event
associated with the alarm.
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Alarm for untimed events: You can set a silent alarm for an untimed event. In this
case, the alarm triggers at the specified period of minutes, hours, or days before
midnight (beginning) of the day of the untimed event. When the alarm triggers, the
reminder list displays the alarm message until you clear it. See “Receiving alerts”
in Chapter 4 for details.
For example, you might set an alarm for an untimed event that occurs on
February 4. If the alarm is set for five minutes, the reminder message appears at
11:55 PM on the night of February 3. The reminder remains in the reminder list
until you turn on your handheld and dismiss it.
Scheduling repeating or continuous events
Palm, Inc. Confidential
The Repeat function lets you schedule events that recur at regular intervals or
extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually. Another example
is a weekly guitar lesson that falls on the same day of the week and the same time
of day.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1. Select the event.
2. Tap De t ai ls .
3. Tap the Repeat box to open the Change Repeat dialog box.
Ta p th e
Repeat
box
Scheduling repeating or continuous events
4. Tap Day, Week, Month, or Year to set how often the event repeats.
For a continuous event, tap Day.
5. On the Every line, enter a number that corresponds to how often you want the
event to repeat.
For example, if you select Month and enter the number 2, the event repeats
every other month.
6. To specify an end date for the repeating or continuous event, tap the End on
pick list and tap Choose Date. Use the date picker to select an end date.
7.Press Function + Enter
After you schedule a repeating or continuous event, the Repeat icon appears to
the far right of the event.
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as deleting or
adding notes or changing the time of an event, you can decide which of the events
you want to change—all events in the series, just the current event, or the current
and future events.
,
or tap OK.
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To delete repeating events:
1. Select the record you want to delete.
2. Press Function + Menu
3. Select Record, and then select Delete Event.
4. Do one of the following:
– Tap Current to delete only the current event item.
– Tap Future to delete the current and all future event items and reset the end
date of the repeating event to the last shown date.
– Tap All to delete all occurrences of the repeating event.
5. Press Function + Enter
,
or tap OK.
Considerations for repeating or continuous events
Keep the following points in mind:
■ If you change the start date of a repeating event, your handheld calculates the
number of days you moved the event. Your handheld then automatically
changes the end date to maintain the duration of the repeating event.
■ If you change the repeat interval (e.g., daily to weekly) of a repeating event, past
occurrences (prior to the day on which you change the setting) are not changed,
and your handheld creates a new repeating event.
■ If you change the date of an occurrence of a repeating event (e.g., from January
14th to January 15th) and apply the change to all occurrences, the new date
becomes the start date of the repeating event. Your handheld adjusts the end
date to maintain the duration of the event. If you apply the change to current
and future occurrences, past occurrences are not changed.
■ If you change other repeat settings (e.g., time, alarm, private) of a repeating
event and apply the change to all occurrences, your handheld creates a new
event. The start date of this new event is the day on which the setting is
changed.
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■ If you apply a change to a single occurrence of a repeating event (e.g., time), that
occurrence no longer shows the Repeat icon .
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