Palm IIIxe, IIIx, IIIe, IIIc, III User Guide

Handbook for the
Palm III™ Organizer
Copyright
Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Palm Modem, Graffiti, and HotSync are registered trade­marks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing Platform logo, the Palm III logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
3Com Corporation and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook.
3Com Corporation and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. 3Com Corporation and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup cop­ies of all important data on other media to protect against data loss.
Important: Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the 3Com End User Software License Agreement.
3.5" Software Diskettes 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 may download the Palm Desktop software from http://www.palm.com. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm III™ organizer product package, or call to order the diskettes. See the Worldwide Customer Support card for the appro­priate phone number.
P/N: 405-0448A A/N: 423-0241
Page ii Handbook for the Palm III™ Organizer

Contents

About This Book
Chapter 1: Introduction to Your Palm III™ Organizer
Getting to know your Palm III organizer ..........................................3
What is a Palm III organizer? ..........................................................3
System requirements ........................................................................4
Upgrade information ........................................................................4
Palm III components .........................................................................5
Installing the batteries ..........................................................................9
Tapping and typing ............................................................................10
Tap with the stylus to get things done .........................................10
Elements of the organizer interface ..............................................11
Opening applications .....................................................................12
Using menus ....................................................................................13
Three ways to enter data ................................................................15
Customizing your organizer..............................................................19
Palm Desktop organizer software ................................................20
Connecting the cradle .....................................................................21
Using your organizer with another PIM .....................................22
Chapter 2: Entering Data in Your Palm III™ Organizer
Using Graffiti writing to enter data ..................................................23
Writing Graffiti characters .............................................................23
Graffiti tips .......................................................................................25
The Graffiti alphabet .......................................................................26
Writing capital letters .....................................................................27
Writing numbers .............................................................................27
Graffiti numbers ..............................................................................28
Writing punctuation marks ...........................................................28
Writing symbols and extended characters ..................................29
Writing accented characters ..........................................................30
Accent strokes ..................................................................................30
Additional non-English characters ...............................................30
Navigation strokes ..........................................................................31
Graffiti ShortCuts ............................................................................31
Using the onscreen keyboard ............................................................33
Using your computer keyboard ........................................................33
Importing data .....................................................................................34
......................................................................................... 1
Contents Page iii
Chapter 3: Managing Your Applications
Using the Applications Launcher..................................................... 37
Selecting applications ..................................................................... 37
Switching between applications ................................................... 37
Categorizing applications .............................................................. 37
Changing the Applications Launcher display ............................ 38
Choosing preferences .........................................................................39
Installing and removing applications .............................................. 40
Installing add-on applications ...................................................... 40
Installing games .............................................................................. 42
Removing applications .................................................................. 43
Removing Palm Desktop software ............................................... 43
Security................................................................................................. 44
Assigning a password ....................................................................44
Changing or deleting a password ................................................45
Locking your organizer ................................................................. 45
Recovering from a forgotten password ....................................... 46
Chapter 4: Using Your Basic Applications
Overview of basic applications.........................................................48
Date Book ......................................................................................... 48
Address Book .................................................................................. 49
To Do List .........................................................................................50
Memo Pad ........................................................................................ 51
Calculator .........................................................................................51
Expense ............................................................................................52
Common tasks..................................................................................... 53
Creating records .............................................................................. 53
Editing records ................................................................................53
Deleting records .............................................................................. 55
Purging records ............................................................................... 56
Exchanging and updating data: HotSync operations ............... 56
Categorizing records ...................................................................... 59
Finding records ............................................................................... 62
Sorting lists of records .................................................................... 66
Making records private .................................................................. 67
Attaching notes ............................................................................... 69
Choosing fonts ................................................................................ 70
Application-specific tasks.................................................................. 71
Date Book ......................................................................................... 71
Address Book .................................................................................. 84
To Do List .........................................................................................89
Memo Pad ........................................................................................ 94
Page iv Handbook for the Palm III™ Organizer
Calculator .........................................................................................97
Expense .............................................................................................99
Chapter 5: Communicating Using Your Organizer
Managing desktop E-Mail away from your desk.........................109
Setting up Mail on the desktop ...................................................110
Synchronizing Mail with your E-Mail application ..................112
Opening the Mail application on your organizer .....................112
Viewing e-mail items ....................................................................112
Creating e-mail items ....................................................................113
Looking up an address .................................................................116
Adding details to e-mail items ....................................................117
Storing e-mail to be sent later ......................................................120
Editing unsent e-mail ...................................................................120
Draft e-mail ....................................................................................121
Filing e-mail ...................................................................................122
Deleting e-mail ..............................................................................123
Removing e-mail from the Deleted folder .................................123
Purging deleted e-mail .................................................................124
Message List options ....................................................................124
HotSync options ............................................................................126
Creating special filters ..................................................................127
Truncating e-mail items ...............................................................131
Mail menus .....................................................................................132
Beaming information ........................................................................133
Chapter 6: Advanced HotSync® Operations
Selecting HotSync setup options.....................................................135
Customizing HotSync application settings ...................................138
Conducting a HotSync operation via modem...............................140
Preparing your computer ............................................................140
Preparing your organizer .............................................................141
Selecting the conduits for a modem HotSync operation .........143
Performing a HotSync operation via a modem ........................144
Conducting a HotSync operation via a network ..........................144
Connecting to your company’s dial-in server ...........................144
Using File Link...................................................................................146
Creating a user profile ......................................................................147
Chapter 7: Setting Preferences for Your Organizer
Viewing preferences .........................................................................149
Buttons preferences...........................................................................150
Pen preferences ..............................................................................150
HotSync buttons preferences .......................................................152
Contents Page v
Digitizer preferences ........................................................................ 152
Formats preferences ......................................................................... 152
Country default ............................................................................. 153
Time, date, week start, and numbers formats ..........................153
General preferences .......................................................................... 154
Auto-off delay ...............................................................................154
System, alarm, and game sounds ............................................... 155
Modem preferences .......................................................................... 156
Network preferences and TCP/IP software .................................157
Selecting a service ......................................................................... 157
Entering a user name ................................................................... 158
Entering a password .................................................................... 159
Adding telephone settings .......................................................... 160
Connecting to your service .......................................................... 163
Creating additional service templates ....................................... 163
Adding detailed information to a service template ................. 164
Creating a login script .................................................................. 167
Deleting a service template .........................................................168
Network preferences menu commands .................................... 169
TCP/IP troubleshooting .............................................................. 169
Owner preferences............................................................................ 171
ShortCuts preferences ......................................................................172
Creating a ShortCut ...................................................................... 172
Editing a ShortCut ........................................................................ 173
Deleting a ShortCut ......................................................................173
Appendix A: Maintaining Your Organizer
Caring for your organizer................................................................ 175
Battery considerations......................................................................176
Resetting your organizer .................................................................177
Performing a soft reset ................................................................. 177
Performing a hard reset ...............................................................178
Appendix B: Frequently Asked Questions
Software installation problems ....................................................... 181
Operating problems.......................................................................... 182
Tapping and writing problems....................................................... 183
Application problems....................................................................... 184
HotSync problems ............................................................................ 185
Beaming problems ............................................................................ 189
Password problems .......................................................................... 190
Technical support ............................................................................. 191
Page vi Handbook for the Palm III™ Organizer
Appendix C: Creating a Custom Expense Report
About mapping tables ......................................................................193
Customizing existing sample templates ........................................194
Determining the layout of the Expense Report.............................195
Labels ..............................................................................................195
Sections ...........................................................................................196
Analyzing your custom Expense Report .......................................197
Programming the mapping table....................................................198
Using applications other than Microsoft Excel .............................202
Expense file details............................................................................203
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char .......................................................................................205
Carriage return and line feed ..........................................................205
Literal characters ...............................................................................206
Warranty and Other Product Information
Limited warranty...............................................................................207
3Com end user software license agreement..................................210
FCC Statement ...................................................................................213
Canadian RFI Statement...................................................................213
Index
........................................................................................................ 215
Contents Page vii
Page viii Handbook for the Palm III™ Organizer

About This Book

Welcome to the Palm III™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm III organizer and the applications that come with it.
It walks you through:
Locating all the parts of your organizer
Viewing and entering data
Using your organizer with your computer
Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your Palm III organizer, you can use the rest of this handbook as a reference for less common tasks, for maintaining your Palm III organizer, and also as a source of information if you have problems operating it.
About This Book Page 1
Page 2 About This Book

Chapter 1

Introduction to Your Palm III
This chapter explains the physical buttons and controls on your Palm III™ connected organizer, how to use your Palm III organizer for the first time, and how to use HotSync Palm III organizer and Palm™ Desktop organizer software.

Getting to know your Palm III organizer

What is a Palm III organizer?
With your Palm III organizer, you will no longer have trouble getting to meetings and appointments on time, remembering people’s names and personal details, or keeping track of all the items on your to do list. The Palm III organizer can help you improve your track record in all these areas, both at work and at home.
You can enter all your schedule details in Date Book so you can view them by the day, week, or month; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Address Book, so you can find them as soon as you need them. Add your tasks to To Do List, prioritize them so you don’t overlook them, and assign them a due date.
Organizer
®
technology to synchronize your
To make sure you don’t lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your Palm III organizer so unauthorized eyes cannot view your data.
When you are out of the office, track your expenses for your expense reports; then transfer the data to your computer to print it out. You can write, edit, and view your e-mail, and then synchronize your e-mail with your desktop E-Mail application when you return to your office.
Chapter 1 Page 3
System requirements
To install and operate Palm Desktop software, your computer system must meet the following requirements:
Minimum requirements
Windows 95, Windows 98, or Windows NT 4.0
IBM-compatible 486 computer or higher
8 MB RAM (memory) minimum, 16 MB recommended (required
with Windows NT 4.0)
20 MB available hard disk space
VGA monitor or better (the Palm III Quick Tour requires a 256
color video display)
CD-ROM drive (you can also download the Palm Desktop
software from http://www.palm.com, or order 3.5" diskettes from 3Com)
Mouse
One available serial port
Optional equipment
Modem
Windows-compatible printer
(such as a Palm Modem
®
accessory)
Upgrade information
If you already own a Palm connected organizer, 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm III organizer into the same folder as your current Palm Desktop software. All your data will be preserved when you install the new version in the same folder as the previous version. If you use another personal information manager (PIM), such as Microsoft Outlook, you still need to install the most recent HotSync Manager and conduit software for your PIM from the Palm Desktop software CD-ROM that came with your new organizer.
You can perform HotSync operations in exactly the same way, so you can quickly synchronize your data with your new organizer. Just remember to synchronize your old organizer with Palm Desktop software before you synchronize with your new organizer, so you have all your latest information. When you synchronize your new organizer for the first time, select the Desktop overwrites handheld option for all the conduits. See “Customizing HotSync application settings” in Chapter 6 for more information.
Page 4 Introduction to Your Palm III™ Organizer
Palm III components
Locating front panel controls
Power button, Backlight control
Screen
Graffiti writing area
Application buttons
Scroll button
Palm III organizer screen
Graffiti writing area
Application buttons
Displays the applications and information stored in your Palm III organizer. It is touch-sensitive and responds to the stylus.
®
The area where you write letters and numbers using the Graffiti
®
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Activates the individual Palm III organizer applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Memo Pad. See “Buttons preferences” in Chapter 7 for details on reassigning these buttons to activate any application on your Palm III organizer.
Tip: If your Palm III organizer is turned off,
pressing any application button activates the Palm III organizer and opens the corresponding application.
Chapter 1 Page 5
Scroll button
Displays text and other information that extends beyond the area of the Palm III organizer screen. Pressing the lower half of the scroll button scrolls down to view information below the viewing area, and pressing the upper half of the button scrolls up to view the information above the viewing area.
Power button
Turns your Palm III organizer on or off and controls the backlight feature. If your Palm III organizer is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed.
If your Palm III organizer is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds turns the backlight on or off.
Using the backlight
If you have difficulty seeing the information on your Palm III organizer, you can use the backlight to illuminate your screen.
To activate the backlight:
Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip: In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 7 for more information.
To turn off the backlight:
Press and hold the power button for about two seconds. The
backlight also turns off automatically (after a period of inactivity) with the Auto-off feature. See “General preferences” in Chapter 7 for more information.
Page 6 Introduction to Your Palm III™ Organizer
Protective flip cover
The cover protects the Palm III organizer screen when it is not in use and helps reduce glare while you use your Palm III organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the Palm III organizer. To reattach the cover, reinsert the pegs in the holes.
Chapter 1 Page 7
Locating back panel components
Stylus
Stylus
IR port
Reset button
IR port
Reset button
Contrast control
Battery door
Serial (COM) port door
Slides in and out of the slot in the back panel of the organizer. To use the stylus, remove it from the slot and hold it as you would a pen or pencil.
Uses infrared technology to transmit data to and receive data from other Palm Computing connected organizers. See “Beaming information” in Chapter 5 for more information.
Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button.
®
Contrast control
Adjusts the appearance of the screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your organizer, you may need to adjust the contrast control setting.
Battery door
Serial (COM) port door
Covers the batteries that power your organizer.
Covers the connector that connects your organizer to the cradle, which in turn connects to the back of your computer. This allows you to update the information between your organizer and computer using HotSync technology.
Page 8 Introduction to Your Palm III™ Organizer

Installing the batteries

To use your Palm III organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. See “Battery considerations” in Appendix A for more information.
To install the batteries:
1. Press the latch on the battery door and lift the battery door away from your organizer.
Press tab to open battery door
2. Install the two AAA alkaline batteries supplied with your organizer into the battery compartment.
Note: A diagram in the interior of the battery compartment
shows + and - ends of the batteries. When correctly installed, the clips in the battery compartment secure the batteries in place.
3. Insert the battery door back into place so that it is flush with the back of your organizer and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into place. If you feel resistance when replacing the door, make sure the door is aligned with the slots on the back of your organizer, and that the batteries are firmly seated in the battery compartment.
Chapter 1 Page 9

Tapping and typing

Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your organizer screen is the basic action that gets things done on your organizer.
The first time you start your Palm III organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your organizer with its touch-sensitive screen so that when you tap an element on the screen, the organizer can detect exactly which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the organizer screen. Never use an actual pen, pencil, or other sharp object to write on the organizer screen.
With your organizer turned on, you can tap the organizer screen to perform many operations, such as the following:
Open applications
Choose menu commands
Initiate a global Find operation
Select options in dialog boxes
Open the onscreen keyboards
Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar.
Page 10 Introduction to Your Palm III™ Organizer
Elements of the organizer interface
Menu bar
Check box
Pick list
Menu bar
Command buttons
Icons
abc
123
Check box
Icons
Command buttons
A set of commands that are specific to the application. Not all applications have a menu bar.
Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens.
Tap the icons to open applications , menus , Calculator , and to find text anywhere in your data
.
With the cursor in an input field, tap the dot to activate the alphabetic keyboard.
With the cursor in an input field, tap the dot to activate the numeric keyboard.
When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark.
Pick list
Tap the arrow to display a list of choices, and then tap an item in the list to select it.
Chapter 1 Page 11
Previous/next arrows
Scroll bar
Scroll bar
Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.
You can also scroll to the previous and next pages by pressing the upper and lower portions of the scroll button on the front panel of the organizer.
Next/ previous arrows
Tap the up and down arrows to display the previous and next page of information; tap the left and right arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application installed on your organizer. You can also open the four main applications — Date Book, Address Book, To Do List, and Memo Pad — with the application buttons on the front panel of your organizer.
Tip: When you press an application button on the front panel, you
have instant access to the selected application. You don’t even need to turn on your organizer first.
In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.
Page 12 Introduction to Your Palm III™ Organizer
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have many applications installed on your Palm III organizer, tap the scroll bar to see all of your applications.
Tip: To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories. See “Categorizing applications” in Chapter 3.
Using menus
Menus on your organizer are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications.
The menus of each application are illustrated in the section on that application in Chapter 4. The Edit menu is described in “Editing records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon .
Chapter 1 Page 13
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that contains the command you want to use.
The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on which part of the application you’re using. For example, in Memo Pad, the menus are different for the Memo List screen and the Memo screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names.
Menu commands
Command letters
To use the Graffiti menu commands, the menu bar must be closed.
Page 14 Introduction to Your Palm III™ Organizer
Draw the Command stroke anywhere in the Graffiti area, and immediately write the corresponding command letter in the Graffiti letter area. When you draw the Command stroke, the word “Command” appears just above the Graffiti writing area to indicate that you are in Command mode.
Command
For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.”
Note: Command mode is active for approximately two seconds, so
you must write the command letter immediately to choose the menu command.
Displaying online tips
Many of the dialog boxes that appear on your organizer contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Three ways to enter data
There are three ways to enter data into your Palm III organizer:
Using the onscreen keyboard
Using Graffiti writing
Entering or importing data in Palm Desktop software and then
synchronizing with your organizer
Chapter 1 Page 15
Onscreen keyboard
When you create or edit a record in an application such as Address Book, you can open the onscreen alphabetic and numeric keyboards to enter data.
Tap here for alphabetic keyboard
Tap here for numeric keyboard
After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “Using the onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Tap here to display alphabetic keyboard
Numeric
Backspace
Carriage return
International
Tap here to display numeric keyboard
Tap here to display international keyboard
Graffiti writing
Your Palm III organizer includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
Page 16 Introduction to Your Palm III™ Organizer
Write letters here Write numbers here
Division marks
Your Palm III organizer also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
To open Memo Pad:
1. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New memo cursor
Tap New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more information.
Chapter 1 Page 17
Using Palm Desktop software
If you have new records you want to add to your Palm III organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer.
After the information is in Palm Desktop software, perform a HotSync operation to synchronize your organizer with your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for more information.
HotSync button
Importing data
If you already have data in a database on your computer, you can import it into the Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or data from another organizer based on the Palm Computing
®
platform. When you import data, you transfer the records to your Palm III organizer without having to enter them manually. See “Importing data” in Chapter 2 for more information.
Page 18 Introduction to Your Palm III™ Organizer

Customizing your organizer

You can customize your organizer by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your organizer to work with a modem or network. See Chapter 7 for more information on customizing your organizer.
To open the Preferences screens:
1. Tap the Applications icon .
2. Tap the Preferences icon .
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an example of how to customize your organizer.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each minute number, and then tap the arrows to change them.
4. Tap AM or PM.
Note: Your organizer can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 7 for more information.
5. Tap OK.
Chapter 1 Page 19
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Palm Desktop organizer software
Palm Desktop software includes the same main applications as your Palm III organizer: Address Book, Date Book, To Do List, Memo Pad, Expense, and desktop e-mail connectivity. You can use the HotSync feature of this software to back up and exchange data between your organizer and your computer.
It is a good idea to back up your data in case something happens to the data on your Palm III organizer. Changes you make on your Palm III organizer or Palm Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
Work with your Palm III organizer applications on your
computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your organizer, so you can view, enter, and modify any data stored on your organizer.
Back up the data stored on your organizer with HotSync
technology and synchronize the data on your Palm Desktop software. Synchronization is a one-step procedure that ensures your data is always safe and up-to-date. See “Exchanging and updating data: HotSync operations” in Chapter 4 for more information.
Page 20 Introduction to Your Palm III™ Organizer
Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See “Importing data” in Chapter 2 for more information.
Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Connecting the cradle
The cradle that comes with your Palm III organizer enables you to synchronize the information on your Palm III organizer with the Palm Desktop software using HotSync technology.
To connect the cradle:
1. Turn off your computer and plug the cable from the Palm III organizer cradle into the serial (COM) port on your computer.
Note: Your Palm III organizer requires a dedicated port. It cannot
share a port with an internal modem or other device. If you are unsure about the exact location of the serial port on your computer, refer to the manual supplied with the computer.
Installing Palm Desktop software
The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing:
Turn off your computer and connect the cradle to it. Do not place
your organizer in the cradle until instructed.
If you are installing from diskettes (rather than the CD-ROM
included in the box), make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, use the copies to install the
Chapter 1 Page 21
software, and store the original diskettes in a safe place. Refer to your computer’s manual or operating system documentation if you need information about locking or copying diskettes.
Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installer to place the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run at startup such as Microsoft Office, and disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the computer’s CD-ROM drive (or insert the Setup diskette into the diskette drive).
3. When the Palm Desktop Installer Menu screen appears, click the Install button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation. Insert your organizer into the cradle when prompted.
Using your organizer with another PIM
If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you can use it instead of installing Palm Desktop software. All you need to install are HotSync Manager and the connection software for your PIM, called a conduit, that lets you synchronize the data between your organizer and your PIM. For information on conduit software, go to this web site: http://
www.palm.com.
Page 22 Introduction to Your Palm III™ Organizer

Chapter 2

Entering Data in Your Palm III
Organizer
This chapter explains how to enter data into your Palm III™ organizer, by writing with the stylus in the Graffiti using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
®
writing area, by

Using Graffiti writing to enter data

Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications. In this section, you learn the procedures for creating letters, numbers, punctuation, and symbols as well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn.
There are four basic concepts for success with Graffiti writing:
If you draw the character shape exactly as shown in the tables later
in this chapter (like the shapes shown in the following diagram), you achieve 100% accuracy.
The heavy dot on each shape shows where to begin the stroke.
Certain characters have similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke).
Chapter 2 Page 23
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your organizer recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents.
The Graffiti writing area is divided into two parts: one for writing
the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas.
Write letters here Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note: You need to tap above the Graffiti writing area, and must
see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for the letter you want to create. For example, the stroke shown below creates the letter “n.”
Note: There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for you.
Lift stylus here
Start stroke at heavy dot
As you’ll see later, you use the same shape to create both the uppercase and lowercase version of a letter.
3. Position the stylus in the left-hand side of the Graffiti writing area.
Page 24 Entering Data in Your Palm III™ Organizer
4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your organizer recognizes your stroke immediately and prints the letter at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.
Important: You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the Graffiti writing area, your organizer does not recognize them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
Accuracy improves when you write large characters. You should
draw strokes that nearly fill the Graffiti writing area.
To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area.
Write at natural speed. Writing too slowly can generate
recognition errors.
Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
Press firmly.
Chapter 2 Page 25
The Graffiti alphabet
Letter Strokes Letter Strokes
AN
B
O
CP
D
Q
ER
F
G
S
T
HU
IV
JW
KX
LY
M
Z
Space Back Space
Carriage
Period
tap twice
Return
Page 26 Entering Data in Your Palm III™ Organizer
Writing capital letters
You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes.
Note: Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
Use the Caps Shift stroke:
Caps Shift
Tip: When Caps Shift is active, an “up arrow” symbol appears in
the lower-right corner of the organizer screen. If you accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
Use the Caps Lock stroke:
Caps Lock
Tip: When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the organizer screen. To return to lowercase, make the Caps Shift stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the right­hand side (numbers side) of the Graffiti writing area.
Chapter 2 Page 27
Graffiti numbers
Number Strokes Number Strokes
0
5
1
27
38
4
6
9
Writing punctuation marks
Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.
Punctuation Shift
Note: When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or numbers side).
Page 28 Entering Data in Your Palm III™ Organizer
Symbol Stroke Symbol Stroke
Period
.
Dash
Comma
,
Apostrophe
'
Question
?
Exclamation
!
Left Paren
(
Right Paren
)
Slash
/
Dollar
$
Additional Graffiti punctuation
@ # % ^ & * < > – + = |
\ { } [ ] ~ ` ; : " tab
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.
Symbol Shift
Chapter 2 Page 29
•   
+
±
:
X
,
==c
ƒ
,
,
,
,
Y
.
?
!
,
Writing accented characters
To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter.
For example, the following diagram shows the strokes required to draw an accented “e.”
= e
Accent strokes
a a a a a a
Using these accent strokes, you can write the following accented letters:
à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Additional non-English characters
You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting:
c
a
e
Note: You must write these non-English characters in the left side of
the Graffiti writing area.
Page 30 Entering Data in Your Palm III™ Organizer
Navigation strokes
In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications.
Command Stroke
Move cursor right
Move cursor left
Previous field (Address Book only)
Next Field (Address Book only)
Open Address Record (Address Book only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors.
Graffiti writing 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 7 to learn about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.
ShortCut
Chapter 2 Page 31
Your organizer includes the following predefined Graffiti ShortCuts:
Entry ShortCut
Date stamp ds
Time stamp ts
Date / time stamp dts
Meeting me
Breakfast br
Lunch lu
Dinner di
Page 32 Entering Data in Your Palm III™ Organizer

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter Graffiti characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open the numeric keyboard.
Tap here for alpha keyboard
4. Tap the characters to enter text and numbers.
Note: The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and place the text in the record.
Tap here for numeric keyboard

Using your computer keyboard

If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software, or any supported PIM, to enter information. You can then perform a HotSync to synchronize the information on your computer with the information on your organizer. All the main applications on your organizer are available in Palm Desktop software and in most PIMs.
Refer to Palm Desktop online Help for more information on entering data on your computer.
®
operation
Chapter 2 Page 33

Importing data

If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the data to your Palm III organizer without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your organizer.
Palm Desktop software can import data in the following file formats:
Comma delimited (.csv, .txt): Address Book and Memo Pad only
Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
Date Book archive (.dba)
Address Book archive (.aba)
To Do List archive (.tda)
Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use the archive file formats to share information with other people who use organizers based on the Palm Computing copy of your important Palm Desktop information.
To import data:
1. Open Palm Desktop software.
®
platform or to create a
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category names, do the following:
Select All in the Category box. Be sure that the same categories that appear in the imported file
also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right.
Page 34 Entering Data in Your Palm III™ Organizer
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 organizer, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting data.
Chapter 2 Page 35
Page 36 Entering Data in Your Palm III™ Organizer

Chapter 3

Managing Your Applications

This chapter explains how to switch between applications on your Palm III™ organizer, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.

Using the Applications Launcher

To open the Applications Launcher, tap the Applications icon .
Selecting applications
Your Palm III organizer is equipped with a variety of applications. All the applications installed on your organizer appear in the Applications Launcher. See “Opening applications” in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or press an application button on the front panel of your organizer to switch to another application. Your organizer automatically saves your work in the current application and displays it when you return to that application.
Categorizing applications
The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications.
Chapter 3 Page 37
To categorize an application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Category.
4. Tap the pick list next to each application to select a category.
Tip: To create a new category, tap Edit Categories from the
pick list. Tap New, enter the category name, and then tap OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon .
2. Do one of the following: Tap the Applications icon repeatedly to cycle through all your
categories. Tap the pick list in the upper-right corner of the screen and se-
lect the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher.
Page 38 Managing Your Applications
To change the Applications Launcher display:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.

Choosing preferences

You can set options that affect an entire application in the application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
Note: Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3 Page 39

Installing and removing applications

This section explains how to install and remove applications on your Palm III organizer and how to remove Palm™ Desktop software from your computer.
Installing add-on applications
Your Palm III organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.
You can also install additional applications on your organizer, such as games and other software. The Install Tool makes it easy to install software on your Palm III organizer during a HotSync There are a variety of third-party applications available for your Palm III organizer. To learn more about these applications, go to the web site: http://www.palm.com.
Note: Any game or application that you install on your organizer
resides in RAM memory; you can delete them at any time.
To install add-on software on your organizer:
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.
®
operation.
Note: If the software you download is compressed, you need to
decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
Page 40 Managing Your Applications
3. Click Install.
Tip: You can also access the Install Tool dialog by selecting
Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC file extension.
4. In the User drop-down list, select the name that corresponds to your Palm III organizer.
Chapter 3 Page 41
5. Click Add.
6. Select the application(s) that you want to install on your organizer.
7. Click Open.
Note: Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.)
8. Click Done.
9. Perform a HotSync operation to install the application(s) you selected in step 6. See “Exchanging and updating data: HotSync operations” in Chapter 4 for details.
Installing games
The CD-ROM also includes several games that you can install with the Palm Install Tool:
Giraffe
HardBall
MineHunt
Puzzle
SubHunt
Note: Giraffe is a fun, easy way for you to practice Graffiti
After you install and start a game, the instructions appear in the Game menu. Depending on the game, the Game menu may also contain commands to show high scores, to start a new game, or to set preferences for the game.
Page 42 Managing Your Applications
®
writing.
Removing applications
In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your organizer. 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 organizer.
To remove an add-on application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove it from your computer.
To remove Palm Desktop software:
1. From the Windows Start menu, choose Settings, and then Control Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop software.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
CD if you want to synchronize data with another PIM.
Chapter 3 Page 43

Security

Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
Turn off and lock your organizer so that it does not operate until
you enter the correct password.
Hide records that you mark as private. You can hide private
records with or without a password. Without a password, private records are hidden until you set the Security application to show them. With a password, you must enter the password to view the private entries. See “Making records private” in Chapter 4 for information on making records private.
Assigning a password
You can assign a password to protect your private records and to lock your organizer.
To assign a password:
1. Tap the Applications icon .
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
Tap here
5. Tap OK.
6. Enter the same password a second time, and tap OK.
Page 44 Managing Your Applications
Changing or deleting a password
Once you define a password for your organizer, you can change or delete it at any time. You must enter the current password before you can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
3. Tap OK.
4. Do one of the following:
To change the password, enter the new password, and tap OK. To delete the password, tap Delete.
Locking your organizer
You can also lock your organizer so that you need to enter your password to operate it.
Important: If you lock your organizer, you must enter the exact
password to re-activate your organizer. If you forget the password, you need to perform a hard reset to resume using your organizer. Performing a hard reset deletes all the records in your organizer; however, you can restore all synchronized data at the next HotSync operation. See “Performing a hard reset” in Appendix A for more information.
Chapter 3 Page 45
To lock your organizer with a password:
1. Perform a HotSync operation to synchronize the data between your organizer and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data.
2. Assign a password.
3. Tap Turn Off & Lock Device.
Tap Off and Lock
4. Tap Off & Lock.
5. To start your organizer, turn it on, and then enter the password.
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your organizer. Deleting a forgotten password also deletes all entries and files marked as Private.
Important: If you synchronize with your computer before deleting a
forgotten password, your organizer restores your private entries the next time you perform a HotSync operation, but it does not restore the password.
To delete a forgotten password:
1. Tap Forgotten Password.
2. Tap Yes.
Page 46 Managing Your Applications

Chapter 4

Using Your Basic Applications

Your Palm III™ organizer includes these basic applications:
Date Book
Address Book
To Do List
Memo Pad
Calculator
Expense
This chapter is divided into three sections:
“Overview of basic applications” briefly describes each
application and explains how to open it.
“Common tasks” gives instructions on how to do tasks that you
can do in most or all of the basic applications. It’s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar.
“Application-specific tasks” is organized by application and gives
instructions on how to do tasks that are specific to each application.
Chapter 4 Page 47

Overview of basic applications

Date Book
Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date.
In Date Book, you can do the following:
Enter a description of your appointment and assign it to a specific
time and date.
Display a chart of your appointments for an entire week. The
Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts.
Display a monthly calendar to quickly spot days where you have
morning, lunch, or afternoon appointments.
Set an alarm to sound prior to the scheduled activity.
Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to track with your connected organizer.
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
organizer. Date Book opens to today’s schedule.
Date Book button
Note: Press the Date Book application button repeatedly to cycle
through the Day, Week, and Month views.
Page 48 Using Your Basic Applications
Address Book
Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts.
In Address Book, you can do the following:
Quickly look up or enter names, addresses, phone numbers, and
other information.
Enter up to five phone numbers (home, work, fax, car, etc.) 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.
To open Address Book:
Press the Address Book application button on the front panel of
your organizer. Address Book opens to display the list of all your records.
Address Book button
Note: Press the Address Book application button repeatedly to cycle
through the categories in which you have records.
Chapter 4 Page 49
To Do List
To Do List is a convenient place to create reminders and prioritize the things that you have to do.
In To Do List, you can do the following:
Make a quick and convenient list of things to do.
Assign a priority level to each task.
Assign a due date for any or all of your To Do List items.
Assign To Do List items to categories so that you can organize and
view them in logical groups.
Sort your To Do List items either by due date, priority level, or
category.
Attach notes to individual To Do List items for a description or
clarification of the task.
To open To Do List:
Press the To Do List application button on the front panel of your
organizer. To Do List opens to display the category of items you last viewed.
To Do List button
Note: Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
Page 50 Using Your Basic Applications
Memo Pad
Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List.
In Memo Pad, you can do the following:
Take notes or write any kind of message on your connected
organizer.
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop software and HotSync
Assign memos to categories so that you can organize and view
them in logical groups.
Write down phone numbers and other types of information. Later,
you can copy and paste this information to other applications.
To open Memo Pad:
Press the Memo Pad application button on the front panel of your
organizer. Memo Pad opens to display the last Memo Pad screen that you viewed.
®
technology.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction, multiplication, and division.
In Calculator, you can do the following:
Perform basic calculations.
Store and retrieve values.
Chapter 4 Page 51
Display the last series of calculations, which is useful for
confirming a series of “chain” calculations.
To open Calculator:
Tap the Calculator icon next to the Graffiti
®
writing area.
Expense
Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer.
In Expense, you can do the following:
Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
Assign expense items to categories so that you can organize and
view them in logical groups.
Keep track of vendors (companies) and people involved with each
particular expense.
Log miles traveled for a particular date or expense category.
Sort your expenses by date or expense type.
Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included in the Palm III™ organizer package.)
To open Expense:
1. Tap the Applications icon .
2. Tap the Expense icon .
Page 52 Using Your Basic Applications

Common tasks

The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book only: Select start and end times for your appointment and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address Book and Memo Pad only: Tap Done.
There’s no need to save the record because your organizer saves it automatically.
Editing records
After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your organizer is in editing mode:
A blinking cursor
One or more edit lines
Blinking cursor
Edit line
Chapter 4 Page 53
Entering text
For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in black).
Note: You can drag across the text to select additional words, or
drag down to select a group of lines.
The following commands may appear in an Edit menu:
Undo
Cut
Copy
Paste
Select All
Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace.
Removes the selected text and stores it temporarily in the memory of your organizer. 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 organizer. You can paste the text that you copy into another area of the current application or into a different application.
Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing.
Selects all of the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere.
Page 54 Using Your Basic Applications
Keyboard
Opens the onscreen keyboard. When you finish with the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti character strokes. Use this command anytime you forget a stroke for a character.
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event Address Book: Delete Address To Do List: Delete Item Memo Pad: Delete Memo Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check.
4. Tap OK.
If you choose to save a copy of the selected item, your organizer transfers it to the archive file on your desktop the next time you perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
In the Details dialog box of the application, tap Delete, and then
tap OK.
Delete the text of the record.
Note: In Date Book, if you delete the text of a repeating event,
you delete all instances of that event.
Chapter 4 Page 55
Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.
All these outdated records take up memory on your organizer, 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 organizer and save them in an archive file.
Purging is also available in Mail. See Chapter 5 for more information.
Purging is not available in Address Book or Memo Pad, so delete outdated records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon .
3. Tap Record, and then tap Purge. A confirmation dialog box appears.
Date Book: Tap the pick list and select how old a record must be
to be purged. Purge deletes repeating events if the last of the se­ries ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged
records to an archive file on your desktop, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your organizer transfers them to an archive file on your desktop the next time you perform a HotSync operation.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges and updates — data between your organizer and Palm Desktop software. Changes you make on your organizer or Palm Desktop
Page 56 Using Your Basic Applications
software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time.
You can synchronize your data by connecting your organizer directly to your computer with the cradle or indirectly with a modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user information on both the organizer and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your organizer and doesn’t ask for this information again.
If you are a System Administrator preparing several organizers for a group of users, you may want to create a user profile. See “Creating a user profile” in Chapter 6 before performing the following steps.
Important: You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed the Palm Desktop software. If you have not installed this software, see “Installing Palm Desktop software” in Chapter 1 for instructions.
To perform a local HotSync operation:
1. Insert your organizer into the cradle.
Tip: The bottom edge of the organizer should align smoothly
with the cradle when it is inserted properly.
Chapter 4 Page 57
2. If the HotSync Manager is not running, start it: On the Windows
desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager.
3. Press the HotSync button
on the cradle.
Note: If you are using an optional Hotsync cable instead of a
cradle, click the HotSync Manager icon in the Windows system tray and select Local from the menu.
HotSync button
Important: The first time you perform a HotSync operation, you
must enter a user name in the New User dialog box and click OK. Every organizer should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one organizer to the same user name.
The HotSync Progress dialog box appears and synchronization begins.
4. Wait for a message on your organizer indicating that the process is
complete.
After the HotSync process is complete, you can remove your organizer from the cradle.
Page 58 Using Your Basic Applications
Categorizing records
Categorize records in the Address Book, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.)
When you create a record, your organizer automatically places it in the category that is currently displayed. If the category is All, your organizer assigns it to the Unfiled category. You can leave an entry as Unfiled or assign it to a category at any time.
You can define up to 15 categories for each application.
Default categories
Your organizer comes with two default categories: Business and Personal. In addition, the Address Book contains the QuickList category, which you can use as a quick reference of names, addresses, and phone numbers (such as emergency numbers, doctor, lawyer, etc.).
Expense contains two default categories, New York and Paris, to show how you might sort your expenses for different business trips.
You can rename or delete these default categories. Note: The illustrations shown are from Address Book, but you can
use these procedures in all the applications in which categories are available. Categories are not available in Date Book.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
Chapter 4 Page 59
To display a category of records:
1. Tap the category pick list in the upper-right corner of the List
screen.
Tap here
2. Select the category you want to view.
The List screen now displays only the records assigned to that category.
Tip: Pressing an application button on the front panel of the
organizer toggles through all the categories of that application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen.
Tap here
2. Tap Edit Categories.
3. Tap New.
Page 60 Using Your Basic Applications
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
Chapter 4 Page 61
4. Enter the new name for the category, and then tap OK.
5. Tap OK.
Tip: You can group the records in two or more categories into one
category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
Finding records
Your organizer offers several ways to find information quickly:
All applications: Find locates any text that you specify, always
starting with the current application.
Date Book, To Do List, Memo Pad: Phone Lookup displays the Address
List screen and lets you add the information that appears in this list to a record.
Address Book: The Look Up line lets you enter the first letters of a
name to scroll immediately to 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.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel of the organizer makes it easy to navigate among your address entries.
In the Address List screen, the scroll button moves up or down an
entire screen of records. If you hold down the scroll button, you accelerate the scrolling and display every third screen.
In the Address View screen, the scroll button moves to the
previous or next address record.
You can also use the Address List Look Up feature to quickly scroll to any of your Address Book entries.
Page 62 Using Your Basic Applications
To look up an Address Book record:
1. Display the Address List screen.
2. Enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any application.
To use Find:
1. Tap the Find icon .
Tip: If you select text in an application before you tap Find, the
selected text automatically appears in the 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. Tap OK. Find searches for the text in all records and all notes.
Chapter 4 Page 63
As your organizer 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 organizer finishes the search. To continue the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address List screen and lets you add the information that appears in this list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad.
2. Tap the Menu icon .
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it.
Page 64 Using Your Basic Applications
5. Tap Add.
The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances:
While entering text: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the Graffiti characters for “Wi” and then the Phone Lookup Command stroke “/L.”
Assuming you have only one Address Book record that begins with “Wi,” your organizer inserts the full name “Williams” (and its associated information). If you have more than one name that begins with “Wi,” the Phone Lookup screen appears and highlights the first record that begins with “Wi.”
For selected text: Drag to highlight the text, and then write the Phone
Lookup Command stroke “/L.” Your organizer replaces the selected text and adds the name and its associated information.
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 Details.
Chapter 4 Page 65
3. Tap Who.
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have List screens: Address Book, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application to display the List screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
To sort records in Address Book and Memo Pad:
1. Open the application to display the List screen.
2. Tap the Menu icon .
Page 66 Using Your Basic Applications
3. Tap Options, and then tap Preferences.
Address Book:
Memo Pad:
4. Do one of the following:
Address Book: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Memo List manually, tap and drag a memo to a new location in the list.
Note: To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your organizer, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld.
Making records private
In all basic applications except Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide all private records. See “Security” in Chapter 3 for more information.
Hiding private records
You can hide records that you mark as private. If you define a password for your organizer, you must enter it to display private records.
Chapter 4 Page 67
To hide private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap Hide.
Tap Hide
4. Tap Hide to confirm that you want to hide private records.
To display private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap Show.
If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box
appears. Go to step 4.
Tap Show
4. Enter your password, and then tap Show.
Page 68 Using Your Basic Applications
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon .
To delete a note:
1. Tap the Note icon .
2. Tap Delete.
3. Tap Yes.
Chapter 4 Page 69
Choosing fonts
In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application.
Small font
Bold font
To change the font style:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Font.
4. Tap the font style you want to use.
Tap here for small font
5. Tap OK.
Large font
Tap here for bold font
Tap here for large font
Page 70 Using Your Basic Applications

Application-specific tasks

Date Book
When you open Date Book, the screen shows the current date and a list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines.
When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.
Note: 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.
Tap a time line
Time bar shows duration
Enter event
Chapter 4 Page 71
2. Enter a description of the event. You can enter up to 255 characters.
3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
Tap the time of an event
Tip: You can also open the Set Time dialog (to select a start
time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area.
4. Tap the time columns on the right side of the Set Time dialog to set the Start Time.
Start Time highlighted
Tap to scroll to earlier hours
Tap to change hours
Tap to change minutes
Tap to scroll to later hours
5. Tap the End Time box, and then tap the time columns to set the End Time.
6. Tap OK.
7. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event.
Page 72 Using Your Basic Applications
To schedule an event for another day:
1. Select the date you want for the event by doing one of the following:
Tap the day of the week that you want in the date bar at the top of
the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
Previous week
Next week
Tap to select a day of the current week
Tip: You can also use the scroll button on the front panel of
your organizer to move forward or backward one day at a time.
Tap Go To at the bottom of the screen to open the Go to Date
dialog box. Select a date by tapping a year, month, and day in the calendar.
Previous year Next year
Tap to select a month
Tap to select a day
Tap to select current date
Tip: In the Go to Date dialog box, you can also use the scroll
button on the front panel of the organizer to move forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event for the current day.
Chapter 4 Page 73
To schedule an untimed event:
1. Select the date that you want for the event as described in “To schedule an event for another day.”
2. Tap New.
3. Tap OK, so that no start or end times are defined for the new event.
Tip: You can also create a new untimed event by making sure
no event is selected and then writing letters in the Graffiti writing area.
4. Enter a description of the event.
New untimed event
No time selected
5. Tap a blank area on the screen to deselect the untimed event.
Note: If you create an event and decide later that there is no
particular start or end time, you can easily change it to an untimed event. Tap the time of the event in the Date Book screen, tap No Time, and then tap OK.
Page 74 Using Your Basic Applications
Rescheduling an event
You can easily make changes to your schedule with your organizer.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in your Date Book. You can set an alarm to sound minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days.
When you set an alarm, this icon appears to the far right of the event with the alarm. When the alarm tone sounds, a reminder message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it. The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of time units here
Tap here to select unit of time
6. Tap OK.
Chapter 4 Page 75
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. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen.
For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd. The reminder remains onscreen until you turn on your organizer and tap OK to dismiss it.
Scheduling repeating or continuous events
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. Tap the event. Typically, a continuous event is an untimed event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the Repeat box
4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day.
Page 76 Using Your Basic Applications
5. Enter a number that corresponds to how often you want the event to repeat on the Every line.
For example, if you select Month and enter the number 2, the event repeats every other month.
6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date. Use the date picker to select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon appears to the far right of the event.
Considerations for repeating or continuous events: Keep the following points
in mind.
If you change the start date of a repeating event, your organizer
calculates the number of days you moved the event. Your organizer 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 organizer 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 organizer adjusts the end date to maintain the duration of the event.
If you change other repeat settings (e.g., time, alarm, private) of a
repeating event and apply the change to all occurrences, your organizer creates a new event. The start date of this new event is the day on which the setting is changed. Past occurrences (prior to the day of the change) are not changed.
If you apply a change to a single occurrence of a repeating event
(e.g., time), that occurrence no longer shows the Repeat icon .
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also display a whole week or month. You can also display the current time.
To cycle through Day, Week, and Month views:
Press the Date Book application button repeatedly to display the
next view.
Chapter 4 Page 77
To display the current time:
Tap the date in the date bar to display the current time. After a few
seconds, the date reappears.
Tap the date Current time displays
Working in Week View: Week View shows the calendar of your events for
an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule.
To display the Week View:
1. Tap the Week View button.
Week View
2. Tap the navigation controls to move forward or backward a week at a time, or to display details of an event.
Note: The Week View also shows untimed events and events
that are before and after the range of times shown.
Previous week
Page 78 Using Your Basic Applications
Next week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View: Keep the following points in mind.
To reschedule an event, tap and drag the event to a different time
or day.
Tap a blank time on any day to move to that day and have the time
selected for a new event.
Tap any day or date that appears at the top of the Week View to
move directly to that day without selecting an event.
The Week View shows the time span defined by the Start Time
and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top
or bottom of that day's column. Use the onscreen scroll arrows to scroll to the event.
Spotting event conflicts
With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes).
An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times.
Chapter 4 Page 79
Event conflicts
Working in Month View
The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events.
Previous/next month
Dashed line indicates continuous event
Dots on right side indicate events
Dots below date indicate untimed events
Month View button
You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter.
Tips for using Month View: Keep the following points in mind.
Tap a day in the Month View to display that day in the Day View.
Tap the scroll arrows in the upper-right corner to move forward or
backward a month.
Tap Go to to open the date selector and select a different month.
Use the scroll button on the front panel of your organizer to move
between months. Press the upper half of the button to display the previous month, the lower half to display the next month.
Page 80 Using Your Basic Applications
Date Book menus, preferences, and display options
Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
Record menu
Options menu
Chapter 4 Page 81
Display Options
Allows you to change Date Book’s appearance and which events display.
Show Time Bars. Activates the time bars that
appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
Compress Day View. Controls how times appear
in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.
Month View settings. These check boxes apply to
the Month View of the Date Book. You can activate any or all of these settings to show that you have Timed, Untimed, or Daily Repeating events in the Month View only.
Page 82 Using Your Basic Applications
Preferences
Start/End Time. Defines the start and end times
for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.
Alarm Preset. Automatically sets an alarm for
each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event.
Alarm Sound. Sets the tone of the alarm.
Remind Me. Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times, 5 Times, and 10 Times.
Play Every. Defines how often the alarm sounds.
The choices are Minute, 5 minutes, 10 minutes, and 30 minutes.
About Date
Shows version information for Date Book.
Book
Chapter 4 Page 83
Address Book
Address Book is the application in which you store name and address information about people or businesses.
Creating an Address Book entry
A record in Address Book is called an “entry.” You can create entries on your organizer, or you can use Palm Desktop software to create entries on your computer and then download the entries to your organizer with your next HotSync operation.
Palm Desktop software also has data import capabilities that enable you to load database files into Address Book on your organizer.
See “Importing data” in Chapter 2 and Palm Desktop online Help for more information.
To create a new Address Book entry:
1. Press the Address Book application button on the front of your organizer to display the Address List.
2. Tap New.
Cursor at Last name
Tap New
3. Enter the last name of the person you want to add to your Address Book.
Note: The organizer automatically capitalizes the first letter of
each field (except numeric and e-mail fields). You do not have to use the Graffiti capital stroke to capitalize the first letter of the name.
Page 84 Using Your Basic Applications
4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
Tip: You can also move to any field by tapping it directly.
5. Enter the person's first name in the First Name field.
6. Enter the other information that you want to include in this entry.
7. Tap the scroll arrows to move to the next page of information.
8. After you finish entering information, tap Done.
Tap Done
Tip: To create an entry that always appears at the top of the
Address List, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your organizer.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry.
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
Chapter 4 Page 85
3. Tap the pick list next to the label you want to change.
Tap triangle
4. Select a new label.
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options that you can associate with an entry.
To open the Address Entry Details dialog box:
1. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
Show in List
Select which type of phone or other information appears in the Address List screen. Your options are Work, Home, Fax, Other, and E-mail.
Category
Private
Page 86 Using Your Basic Applications
Assign the entry to a category.
Hide this entry when Security is turned on.
Address Book menus
Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen.
Record menus
Address List
Address View
Options menus
Address List
Address View
Preferences
Remember last category. Determines how
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.
Chapter 4 Page 87
Rename Custom Fields
These custom fields 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.
About Address Book
Shows version information for Address Book.
Page 88 Using Your Basic Applications
To Do List
A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.”
To create a To Do List item:
1. Press the To Do List application button on the front of your organizer to display the To Do List.
2. Tap New.
New To Do item
Tap New
3. Enter the text of the To Do List item. The text can be longer than one line.
4. Tap anywhere onscreen to deselect the To Do List item.
Tip: If no To Do List item is currently selected, writing in the
Graffiti writing area automatically creates a new item.
Setting priority
The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency. The default setting for the To Do List is to arrange items by priority and due date, with priority 1 items at the top. If you have a number of items in your list, changing an item’s priority setting may move its position in the list.
Note: When you create a new To Do List item, its priority is
automatically set to level 1, the highest (most important) level. If you select another item first, however, the item you create appears beneath the selected item and is given the same priority as the selected item.
Chapter 4 Page 89
To set the priority of a To Do List item:
1. Tap the Priority number on the left side of the To Do List item.
Tap here
Tap to select priority
2. Tap the Priority number that you want to set (1 is most important).
Checking off a To Do List item
You can check off a To Do List item to indicate that you’ve completed it. You can set the To Do List to record the date that you complete the To Do List item, and you can choose to show or hide completed items. See “To Do Show Options” later in this chapter.
To check off a To Do List item:
Tap the check box on the left side of the item.
Completed To Do List item
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for individual items.
Page 90 Using Your Basic Applications
To display the To Do Item Details dialog box:
1. Tap the text of the item whose details you want to change.
2. Tap Details.
Setting a due date
You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date.
To set a due date for a To Do List item:
1. In the Details dialog box, tap “No Date” to open the Due Date pick list.
Tap here
2. Tap the date that you want to assign the item:
Today
Tomorrow
One week later
Assigns the current date.
Assigns tomorrow’s date.
Assigns the date exactly one week from the current date.
No Date
Choose date
Removes the due date from the item.
Opens the date selector, where you can choose any date that you want for the item.
3. Tap OK.
Tip: If you turn on the Show Due Dates option in the To Do Show
options dialog, you can tap directly on the due date in the To Do List to open the pick list shown in step 2.
Chapter 4 Page 91
To Do Show Options
The Show Options dialog box enables you to control the appearance of To Do List.
To change the Show Options settings:
1. In To Do List, tap Show.
2. Select any of the following settings:
Show Completed Items
Show Only Due Items
Record Completion Date
Displays your completed items in the To Do List. If you turn off this setting, your To Do items disappear from the list when you complete (check) them.
Items that no longer appear on the list because you turn off this setting have not been deleted. They are still in the memory of your organizer. Purge completed items to remove them from memory.
Shows only the items that are currently due, past due, or have no due date specified. When this setting is active, items that are not yet due do not appear in the list until their due date.
Replaces the due date with the actual date when you complete (check) the item. If you do not assign a due date to an item, the completion date still records when you complete the item.
Page 92 Using Your Basic Applications
Loading...