Handbook
for
™
Palm
m100 Series Handhelds
Copyright
Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync,
PalmConnect, and Palm OS are registered trademarks of Palm, Inc. or its subsidiaries. The HotSync logo, Palm, and the Palm logo are trademarks of Palm, Inc. or its
subsidiaries. Other product and brand names may be trademarks or registered
trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this handbook.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and it 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 End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.
HotSync® Cradle/Cable Adapters and
Software Download Available
The HotSync® cradle/cable supplied with your Palm™ m100 series handheld fits a 9pin serial connector. If you do not have a 9-pin serial port available on your computer,
you can order the following types of adapters: 25-pin serial adapter (for use with Windows computers), Macintosh serial adapter, USB adapter (for use with Windows or
Macintosh computers). To order a HotSync cradle/cable adapter, go to the web site:
http://www.palm.com/support/m100/extras.
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access
to a CD-ROM drive for your computer, you can download the Palm Desktop software from http://www.palm.com.
P/N: 406-2315-01
Page ii Handbook for Palm™ m100 Series Handhelds
Contents
About This Book
Chapter 1: Introduction to Your
Palm™ m100 Series Handheld
Getting to know your handheld..........................................................2
What is a Palm m100 series handheld? ..........................................2
System requirements ........................................................................3
Palm m100 series components ........................................................4
Using the protective flip cover ........................................................7
Changing the face plate ....................................................................8
Installing the batteries ......................................................................9
Palm Desktop organizer software.....................................................10
Connecting the HotSync cradle/cable .........................................10
Installing Palm Desktop software .................................................12
Using your handheld with another PIM .....................................13
Tapping and typing ............................................................................14
Tap with the stylus to get things done .........................................14
Elements of the handheld interface ..............................................15
Opening applications .....................................................................17
Using menus ....................................................................................18
Entering data ....................................................................................20
Customizing your handheld..............................................................23
Setting the time and date ...............................................................24
Chapter 2: Entering Data in Your Handheld
Using Graffiti writing to enter data ..................................................26
Writing Graffiti characters .............................................................26
Graffiti tips .......................................................................................28
The Graffiti® alphabet ....................................................................29
Writing capital letters .....................................................................30
Writing numbers .............................................................................31
Graffiti numbers ..............................................................................31
Writing punctuation marks ...........................................................31
Additional Graffiti punctuation ....................................................32
Writing symbols and extended characters ..................................32
Writing accented characters ..........................................................33
Accent strokes ..................................................................................33
Additional non-English characters ...............................................33
Navigation strokes ..........................................................................34
Graffiti ShortCuts ............................................................................34
................................................................................... 1
Contents Page iii
Using the onscreen keyboard............................................................35
Using Note Pad ................................................................................... 36
Using your computer keyboard........................................................ 36
Using an external keyboard accessory............................................. 36
Importing data..................................................................................... 37
Importing data from a Windows computer ............................... 37
Importing data from a Macintosh ................................................ 38
Chapter 3: Managing Your Applications
Using the Applications Launcher..................................................... 40
Selecting applications ..................................................................... 40
Switching between applications ................................................... 40
Categorizing applications .............................................................. 40
Changing the Applications Launcher display ............................ 41
Choosing preferences......................................................................... 42
Installing and removing applications .............................................. 43
Installing add-on applications ...................................................... 43
Installing games ..............................................................................47
Removing applications .................................................................. 47
Removing Palm Desktop software ............................................... 48
Security................................................................................................. 49
Assigning a password .................................................................... 49
Changing or deleting a password ................................................ 50
Locking your handheld ................................................................. 51
Recovering from a forgotten password ....................................... 52
Chapter 4: Using Your Applications
Overview of applications...................................................................54
Date Book ......................................................................................... 54
Address Book .................................................................................. 55
To Do List .........................................................................................56
Note Pad ........................................................................................... 57
Calculator .........................................................................................58
Clock ................................................................................................. 58
Memo Pad ........................................................................................ 59
Common tasks..................................................................................... 60
Creating records .............................................................................. 60
Editing records ................................................................................ 60
Deleting records .............................................................................. 62
Purging records ............................................................................... 63
Exchanging and updating data: HotSync operations ............... 65
Beaming information ..................................................................... 71
Categorizing records ...................................................................... 73
Finding records ............................................................................... 76
Page iv Handbook for Palm™ m100 Series Handhelds
Sorting lists of records ....................................................................80
Making records private ..................................................................81
Attaching notes ................................................................................85
Choosing fonts .................................................................................86
Application-specific tasks ..................................................................87
Date Book .........................................................................................87
Address Book .................................................................................101
To Do List .......................................................................................106
Note Pad .........................................................................................111
Memo Pad ......................................................................................115
Clock ...............................................................................................118
Calculator .......................................................................................120
Chapter 5: Advanced HotSync® Operations
Selecting HotSync setup options .....................................................122
Customizing HotSync application settings ...................................128
IR HotSync operations......................................................................131
Preparing your computer for infrared communication ..........131
Configuring HotSync Manager for
infrared communication ...............................................................134
Performing an IR HotSync operation .........................................136
Returning to cradle/cable HotSync operations ........................136
Conducting a HotSync operation via modem...............................137
Preparing your computer ............................................................138
Preparing your handheld .............................................................140
Selecting the conduits for a modem HotSync operation .........141
Performing a HotSync operation via a modem ........................142
Using File Link...................................................................................143
Creating a user profile ......................................................................144
Chapter 6: Setting Preferences for Your Handheld
Viewing preferences .........................................................................147
Buttons preferences...........................................................................148
Pen preferences ..............................................................................148
HotSync buttons preferences .......................................................150
Digitizer preferences.........................................................................150
Formats preferences ..........................................................................150
Country default .............................................................................151
Time, date, week start, and numbers formats ...........................151
General preferences...........................................................................152
Auto-off delay ................................................................................152
System, alarm, and game sounds ...............................................152
Beam Receive .................................................................................153
Connection preferences ....................................................................153
Contents Page v
Sample connection for remote IR HotSync operations ........... 154
Network preferences and TCP/IP software ................................. 155
Selecting a service ......................................................................... 156
Entering a user name ................................................................... 156
Entering a password .................................................................... 157
Selecting a connection .................................................................. 157
Adding telephone settings ..........................................................158
Connecting to your service .......................................................... 160
Creating additional service templates ....................................... 161
Adding detailed information to a service template ................. 161
Login scripts ..................................................................................164
Creating a login script on your handheld ................................. 165
Plug-in applications ..................................................................... 167
Deleting a service template .........................................................167
Network preferences menu commands ....................................167
TCP/IP troubleshooting .............................................................. 168
Owner preferences............................................................................ 169
ShortCuts preferences ...................................................................... 170
Creating a ShortCut ...................................................................... 170
Editing a ShortCut ........................................................................ 171
Deleting a ShortCut ......................................................................171
Appendix A: Maintaining Your Handheld
Caring for your handheld................................................................ 172
Battery considerations...................................................................... 173
Resetting your handheld ................................................................. 174
Performing a soft reset .................................................................174
Performing a hard reset ...............................................................175
Appendix B: Frequently Asked Questions
Software installation problems ....................................................... 179
Operating problems.......................................................................... 180
Tapping and writing problems....................................................... 182
Application problems.......................................................................183
HotSync problems ............................................................................184
Beaming problems............................................................................ 192
Password problems .......................................................................... 193
Technical support ............................................................................. 194
Appendix C: Upgrade Information
..........................................196
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char ....................................................................................... 199
Carriage return and line feed ..........................................................199
Literal characters............................................................................... 200
Page vi Handbook for Palm™ m100 Series Handhelds
Product Regulatory Information
FCC Statement ...................................................................................201
Canadian ICES-003 Statement.........................................................202
CE Compliance Statement ...........................................................202
Battery Warning ............................................................................202
....................................................................................................... 204
Index
Contents Page vii
About This Book
Welcome to the
handbook is designed to help you get up and running quickly. It
describes all you need to know about how to use Palm m100 series
handhelds and the applications that come with them.
It walks you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Using your handheld with your computer
■
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your
handheld, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your handheld, and also as a source of
information if you have problems operating it.
Handbook for Palm™ m100 Series Handhelds
. This
Page 1
Chapter 1
Introduction to Your
™
Palm
Handheld
This chapter explains the physical buttons and controls on your
Palm™ m100 series handheld, how to use your handheld for the first
time, and how to use HotSync
handheld and Palm™ Desktop organizer software.
Getting to know your handheld
What is a Palm m100 series handheld?
With your Palm m100 series handheld, you will no longer have
trouble getting to meetings and appointments on time, remembering
people’s names and personal details, or tracking all the items on your
To Do list. Your handheld can help you improve your track record in
all these areas, both at work and at home.
You can enter all your scheduled events in Date Book, and set an
alarm to remind you of important meetings. You can view scheduled
events by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. 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, and prioritize them and assign them a due
date so you don’t overlook them. You can even jot quick notes directly
on the screen in Note Pad.
m100 Series
®
technology to synchronize your
To make sure you don’t lose any of this important information, you
can synchronize your data with Palm Desktop software on your
computer so you always have a backup copy. You can set different
levels of security for your handheld so unauthorized eyes cannot view
your data.
Chapter 1 Page 2
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements: Windows
■
IBM-compatible 486 computer or higher
■
Windows 95/98/NT/2000/Me
■
16 MB RAM (64 MB recommended with Windows 2000)
■
30 MB available hard disk space
■
VGA monitor or better (the Quick Tour requires a 256-color video
display; for best results, use High Color: 16 bit)
■
CD-ROM drive (you can also download the Palm Desktop
software from
■
Mouse
■
One available serial port or USB port
(PalmConnect
Minimum requirements: Macintosh
■
Apple Macintosh or compatible with a Power PC processor
■
Mac OS 7.5.3 or later
■
One available serial (printer/modem) port or USB port
(USB-equipped computers, such as the Apple iMac, require the
PalmConnect USB Kit which is sold separately.)
■
25 MB available hard drive space
■
6 MB free RAM
http://www.palm.com
®
USB Kit sold separately)
)
Optional equipment
■
Modem (such as an Add-on modem accessory)
■
Printer (compatible with your computer and it’s operating system)
■
Infrared communication device
Page 3 Introduction to Your Palm™ m100 Series Handheld
Palm m100 series components
Locating front panel controls
Power button/
Backlight control
Scroll buttons/
Clock control
Screen
Graffiti
writing area
Face plate
Power
button/
Backlight
control
Handheld
screen
Graffiti®
writing
area
Application buttons
Turns your handheld on or off and controls the
backlight feature. If your handheld is turned off,
pressing the power button turns the unit on and
returns you to the last screen you viewed.
If your handheld is turned on, pressing the power
button turns the unit off. Pressing the power button
for about two seconds turns the backlight on or off.
Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
The area where you write letters and numbers using
the Graffiti
®
alphabet. See Chapter 2 to learn how
to write Graffiti characters.
Chapter 1 Page 4
Application
buttons
Activates the individual handheld applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Note Pad. If your
handheld is turned off, pressing any application
button activates the handheld and opens the
corresponding application. This is the fastest way to
open an application.
Tip:
See “Buttons preferences” in Chapter 6 for
details on reassigning these buttons to
activate any application on your handheld.
Scroll
buttons/
Clock
control
Displays text and other information that extends
beyond the handheld screen area.
When your handheld is on, pressing the lower
button scrolls down to view information below the
viewing area, and pressing the upper button scrolls
up to view information above the viewing area.
When your handheld is off, pressing the top button
displays the time. Holding down the top button for a
few seconds turns on the backlight so you can see the
time if lighting conditions are poor.
Face plate
Protects your handheld and enables you to
personalize your handheld’s appearance.
Using the backlight
If lighting conditions make it difficult for you to see the information
on your handheld, you can use the backlight to illuminate your screen.
To activate the backlight:
■
Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip:
In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 6
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
6 for more information.
Page 5 Introduction to Your Palm™ m100 Series Handheld
Locating back panel components
Stylus
Reset button
Serial
(COM) port
Face plate tab
IR port
Battery door
Stylus
Face plate
tab
IR port
Reset
button
Battery
door
Serial
(COM) port
Serves as a pointing device for navigating through
applications and entering data on your handheld.
To use the stylus, slide it out of the storage slot and
hold it as you would a pen or pencil.
Releases the face plate so you can personalize the
appearance of your handheld with another face
plate (sold separately).
Uses infrared technology to transmit data to and
receive data from other Palm OS
®
handhelds, and
to perform HotSync operations. See “Beaming
information” in Chapter 4 and “IR HotSync
operations” 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.
Secures the batteries that power your handheld.
Connects your handheld to the HotSync cradle/
cable, which in turn connects to your computer.
This allows you to update the information between
your handheld and computer using HotSync
technology.
Chapter 1 Page 6
Using the protective flip cover
The cover protects your handheld screen when it is not in use. The
window in the cover enables you to quickly view the time and alarm
reminder messages when your handheld cover is closed. To view the
time, press the top scroll button which is accessible through the hole
at the bottom of the cover.
You can open the cover so that it rests on the back of your handheld,
or remove it altogether.
To remove the cover:
1. Open the cover and grasp the hinge with your thumb.
2. Gently rock the cover from one side to the other until the hinge
prongs release from the slots on the top edge of your handheld.
3. To reattach the cover, align the hinge prongs with the slots on the
top edge of your handheld, and then insert one prong at a time
until the prongs lock inside the slots.
Page 7 Introduction to Your Palm™ m100 Series Handheld
Changing the face plate
You can personalize the appearance of your handheld by changing the
face plate. For information about face plate accessories, visit the web
www.palm.com
site:
To change the face plate:
1. Lift the face plate tab slightly to separate it from your handheld
and pull the existing face plate away from your handheld.
Face plate tab
2. Align the bottom edge of the new face plate with the slot on the
bottom edge of your handheld.
.
3. Gently press the top of the face plate onto your handheld until it
clicks into position.
Chapter 1 Page 8
Installing the batteries
To use your handheld, you must install two AAA alkaline batteries.
The batteries fit behind the battery door on the back of the
handheld. 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 handheld.
Press tab to open
battery door
2. Install the two AAA alkaline batteries supplied with your
handheld 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 handheld 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 handheld, and that the batteries are firmly seated in
the battery compartment.
Page 9 Introduction to Your Palm™ m100 Series Handheld
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
handheld to your computer and serves to back up your data. Viewing
and editing your data using Palm Desktop software is optional.
However, when you use it with your handheld and the built-in
HotSync technology, you can fully synchronize the information on
your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the
data on your handheld. Changes you make on your handheld or Palm
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
■
Work with your handheld applications on your computer. Palm
Desktop software duplicates the Date Book, Address Book, To Do
List, Note Pad, and Memo Pad applications on your handheld, so
you can view, enter, and modify any data stored on your
handheld. (You cannot modify Note Pad data in Palm Desktop
software.)
■
Back up the data stored on your handheld with HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■
Import and export data so you can easily transfer data from other
desktop applications into Date Book, Address Book, To Do List,
and Memo Pad. 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 HotSync cradle/cable
The HotSync cradle/cable that comes with your handheld enables
you to synchronize the information on your handheld with the Palm
Desktop software using HotSync technology.
Important:
Chapter 1 Page 10
If you are upgrading from another Palm OS handheld,
follow the instructions in Appendix C, “Upgrade
Information” before completing these steps.
To connect the HotSync cradle/cable:
1. Turn off your computer.
2. Plug the HotSync cradle/cable into a serial (COM) port on your
computer.
Note:
Your HotSync cradle/cable requires a dedicated port. It
cannot share a port with an internal modem or other
device. If you are unsure of the exact location of the serial
port, refer to the manual supplied with your computer.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
If your computer does not have a dedicated serial port available, or the
cradle/cable does not fit your computer, you can order the following
HotSync cradle/cable adapters from:
http://www.palm.com/support/m100/extras
Macintosh serial 25-pin serial USB
Page 11 Introduction to Your Palm™ m100 Series Handheld
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, the
Windows users), and the
Guide
on the Palm Desktop software CD-ROM.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please print these instructions and do the following before
installing:
■
Turn off your computer and connect the HotSync cradle/cable to
it.
■
not
Do
simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installation software to
place the files in their proper locations and to decompress the files.
Important:
If you are upgrading from another Palm OS handheld,
follow the instructions in Appendix C, “Upgrade
Information” before completing these steps.
To install Palm Desktop software on a Windows computer:
1. Turn on your computer.
2. Exit any open programs, including those that run automatically at
startup such as Microsoft Office, and disable any virus-scanning
software.
Quick Tour
in Palm Desktop software (for
Palm Desktop Software for the Macintosh User’s
3. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
4. Follow the onscreen instructions to complete the installation.
During installation you may be asked to connect your handheld to
the HotSync cradle/cable.
Chapter 1 Page 12
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
5. Follow the onscreen instructions to take the
Quick Tour
so you can
learn about how to use Palm Desktop software.
To install Palm Desktop software on a Macintosh:
1. Turn on your Macintosh.
2. Insert the Palm Desktop software CD-ROM into your Macintosh’s
CD-ROM drive.
3. Double-click the Palm Desktop CD icon.
4. Double-click the Installer icon to begin the installation procedure.
5. Follow the onscreen instructions to complete the installation.
Using your handheld with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you still need to install Palm Desktop software
in order to add HotSync Manager, the connection software, and other
features of Palm Desktop software to your computer. The connection
software, called a conduit, lets you synchronize the data between your
handheld and your PIM. The conduit for Microsoft Outlook is
included on the Palm Desktop software CD-ROM (Windows only);
however, you must install it in addition to Palm Desktop software. For
information on the availability of conduit software for the PIM you
use, contact the vendor of your PIM or visit the web site
www.palm.com
.
Page 13 Introduction to Your Palm™ m100 Series Handheld
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your handheld screen is the basic action that
gets things done on your handheld.
The first time you start your handheld, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer,
and a Basic Skills tutorial. Calibration aligns the internal circuitry of
your handheld with its touch-sensitive screen so that when you tap an
element on the screen, the handheld can detect exactly which task you
want to perform.
Important
Basic Skills walks you through the key features of the handheld
interface and the applications that come with it. You can return to
Basic Skills later by tapping the Welcome icon in the Applications
Launcher.
With your handheld turned on, you can tap the screen to do 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
:
Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
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.
Chapter 1 Page 14
Elements of the handheld interface
Icons
Menu
bar
Menu bar
Icons
Contrast
control
Clock
abc
123
A set of commands that are specific to the
application. Not all applications have a menu bar.
Tap the icons to open applications , menus ,
Calculator , and to find text anywhere in your
data .
Tap the Contrast icon to open the Adjust Contrast
dialog box. Tap to the left or right of the slider to
adjust the contrast in small increments or drag the
slider to change the contrast in large increments. You
can also press the up and down scroll buttons to
adjust the contrast.
Tap the Clock icon to display or set the time and
date.
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.
Page 15 Introduction to Your Palm™ m100 Series Handheld
Check
box
Previous/next arrows
Pick list
Command
button
Check box
Command
buttons
Next/
previous
arrows
Pick list
Scroll bar
Scroll
bar
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.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Tap the left and right arrows to display the previous
and next record; tap the up and down arrows to
display the previous and next page of information.
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
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 scroll buttons on the
front panel of your handheld.
Chapter 1 Page 16
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open Date Book, Address
Book, To Do List, and Note Pad with the application buttons on the
front panel of your handheld.
Applications
Launcher
Date Book
Address Book
Tip:
When you press an application button on the front panel, you
Note Pad
To Do List
have instant access to the selected application. You don’t even
need to turn on your handheld first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many applications installed on your handheld, tap the scroll bar to
see all of your applications.
Tip:
To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application
icons to different categories. See “Categorizing
applications” in Chapter 3.
Page 17 Introduction to Your Palm™ m100 Series Handheld
Using menus
Menus on your handheld are easy to use. Once you master them in
one application, use them the same way in all the 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 Address Book or Memo Pad).
2. Do one of the following:
Tap the Menu icon .
Tap on the inverted title area at the top of the screen.
Tap the title area
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 that is currently open. Also, the menus and menu
commands vary depending on
currently using. For example, in Memo Pad, the menus are different
for the Memo list screen and the Memo screen.
Chapter 1 Page 18
which part
of the application you’re
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
Draw the Command stroke anywhere in the Graffiti area. When you
draw the Command stroke, the Command toolbar appears just above
the Graffiti writing area to indicate that you are in Command mode.
Command
CutUndo Copy Paste Beam Delete
The command toolbar displays context sensitive menu commands for
the current screen. For example, if text is selected the menu icons
displayed may be undo, cut, copy, and paste. Tap on an icon to select
the command, or immediately write the corresponding command
letter for an appropriate command in the Graffiti writing area.
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Note:
Command mode is only active for a short time, so you must
tap an icon or write the command letter immediately to choose
the menu command.
Page 19 Introduction to Your Palm™ m100 Series Handheld
Displaying online tips
Many of the dialog boxes that appear on your handheld contain an
online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcuts for using the
dialog box, or give you other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Entering data
There are several ways to enter data into your handheld:
■
Using the onscreen keyboard
■
Using Graffiti writing
■
Using Note Pad
■
Entering or importing data in Palm Desktop software and then
synchronizing with your handheld
■
Using an external keyboard
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
Chapter 1 Page 20
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
Backspace
Caps lock
Caps shift
Numeric
Tap here to display
numeric keyboard
Tap here to display
alphabetic keyboard
Carriage return
International
Tap here to display
international keyboard
Graffiti writing
Your handheld includes Graffiti writing software as the primary
system for entering text and numbers. With Graffiti writing, you write
simple strokes with the stylus and they are instantly recognized as
letters or numbers.
Write letters here Write numbers here
Division marks
The Palm Desktop software CD-ROM includes Giraffe, a game you
can install on your handheld 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.
Page 21 Introduction to Your Palm™ m100 Series Handheld
To open Memo Pad:
1. Tap the Applications icon .
2. Tap the Memo Pad icon .
3. 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 details.
Note Pad
The Note Pad application provides a place where you can write a
quick note in your own handwriting directly on your handheld
screen. Think of Note Pad as a virtual “sticky pad” for short notes.
Later, you would transfer your “sticky” notes to a more permanent
place by entering the information in the appropriate application, or
throw them away by deleting them. See “Note Pad” in Chapter 4
for more information and instructions.
Using Palm Desktop software
If you have new records you want to add to your handheld and prefer
to use the computer keyboard rather than Graffiti writing or the
onscreen keyboard, enter the data in Palm Desktop software or the
PIM you have installed to use with your handheld. For details on
entering information in Palm Desktop software, refer to the online
Help in Palm Desktop software, the
software (for Windows users), and the
Macintosh User’s Guide
Chapter 1 Page 22
on the Palm Desktop software CD-ROM.
Quick Tour
in Palm Desktop
Palm Desktop Software for the
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your handheld with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 4
for more information.
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop software. You can import data stored in
computer applications such as spreadsheets and databases, or from
another Palm OS handheld. When you import data, you transfer
the records to your handheld without having to enter them
manually. See “Importing data” in Chapter 2 for more information.
External keyboard
You can connect an optional keyboard accessory to the serial
connector on your handheld so you can type data directly into your
handheld. External keyboards are very helpful when you need to
enter large amounts of data quickly while you are away from your
computer. For additional information about this optional accessory,
go to the web site:
www.palm.com
.
Customizing your handheld
You can customize your handheld by using the Preferences
application. You can enter personal information such as your name
and address; set date and time formats; turn off sounds; and configure
your handheld to work with a modem or network.
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.
See Chapter 6 for more specific information on the Preferences
screens and customizing your handheld.
Page 23 Introduction to Your Palm™ m100 Series Handheld
Setting the time and date
You make changes to the time and date in the Clock application.
To set the current time and date:
1. Tap the Applications icon .
2. Tap the Clock icon .
3. Tap the Set Time & Date button.
Tap here
4. Tap the hour box.
5. Tap the up or down arrows to change the hour.
6. Tap each minute number, and then tap the arrows to change
them.
7. Tap AM or PM.
Note:
Your handheld can also display the time in other
formats. See “Formats preferences” in Chapter 6 for
details.
8. Tap the Set Date button.
9. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
Chapter 1 Page 24
10. Tap a month.
11. Tap the current date.
Page 25 Introduction to Your Palm™ m100 Series Handheld
Chapter 2
Entering Data in Your Handheld
This chapter explains how to enter data into your Palm™ m100
series handheld by writing with the stylus in the Graffiti
area, by using the onscreen keyboard, by using the Note Pad
application, by using the computer keyboard, by using an external
keyboard accessory, or by importing data from another application.
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.
®
writing
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 26
■
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your handheld recognizes
and displays the text character immediately. To accomplish
single strokes, some Graffiti strokes are portions of the regular
alphabet equivalents.
■
The Graffiti writing area is divided into two parts: one for
writing the letters of the alphabet and one for writing numbers.
The small marks at the top and bottom of the Graffiti writing
area indicate the two areas.
Write letters here Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note:
You need to tap above the Graffiti writing area, and
must see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown
below creates the letter “n.”
Note:
There are two different stroke shapes available for
some letters. For these letters, choose the one that’s
easiest for you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
3. Position the stylus in the left-hand side of the Graffiti writing
area.
Page 27 Entering Data in Your Handheld
4. Start your stroke at the heavy dot and draw the stroke shape as
it appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen,
your handheld recognizes your stroke immediately and prints the
letter at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the
stroke for the next character you want to write.
Important:
You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your handheld does not recognize
them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■
Accuracy improves when you write large characters. You
should draw strokes that nearly fill the Graffiti writing area.
■
To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■
Write at natural speed. Writing too slowly can generate
recognition errors.
■
Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
■
Press firmly.
Chapter 2 Page 28
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 29 Entering Data in Your Handheld
Writing capital letters
You make capital letters with the same stroke shapes as the basic
alphabet characters. To make capital letters, you must first “shift”
to caps — just as you press the Shift key on a keyboard — and then
write the character strokes.
Note:
To draw the first letter of a word as a capital letter:
■
Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or
a new record (by tapping New or a blank line).
Use the Caps Shift stroke:
Caps
Shift
Tip:
When Caps Shift is active, an “up arrow” symbol
appears in the lower-right corner of the handheld
screen. If you accidentally activate Caps Shift,
backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■
Use the Caps Lock stroke:
Caps
Lock
Tip:
When Caps Lock is active, an underlined “up arrow”
symbol appears in the lower-right corner of the
handheld screen. To return to lowercase, make the
Caps Shift stroke.
Caps Lock
Chapter 2 Page 30
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the
right-hand side (numbers side) of the Graffiti writing area.
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 31 Entering Data in Your Handheld
Symbol Stroke Symbol Stroke
Period
.
Dash
—
Comma
,
Apostrophe
'
Question
?
Exclamation
!
Left Paren
(
Right Paren
)
Slash
/
Dollar
$
Additional Graffiti punctuation
@ # % ^ & * < > + = |
\ { } [ ] ~ ` ; : " tab
—
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your handheld:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in
the lower-right corner of the screen. The next stroke that you make
creates the symbol or extended character.
Symbol
Chapter 2 Page 32
•
,
,
,
,
,
,
°
+
—
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
Use these accent strokes to write the following accented letters:
à á â ã ä å è é ê ë 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 without any special
punctuation or shifting:
c
a
e
Note:
Page 33 Entering Data in Your Handheld
You must write these non-English characters in the left side
of the Graffiti writing area.
Navigation strokes
In addition to character symbols, Graffiti writing includes special
strokes that you can use to navigate within text or fields in your
applications.
Command Stroke
Move cursor right
Move cursor left
Previous field
(Address 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 6 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 34
Your handheld includes the following predefined Graffiti
ShortCuts:
Entry ShortCut
Date stamp
Time stamp
Date / time stamp
Meeting
Breakfast
Lunch
Dinner
ds
ts
dts
me
br
lu
di
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open an application (such as Address Book).
2. Tap a record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for alpha
keyboard
Tap here for numeric
keyboard
4. Tap the characters to enter text and numbers.
Note:
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
Page 35 Entering Data in Your Handheld
place the text in the record.
Using Note Pad
In addition to using Graffiti characters and the onscreen keyboard,
you can enter data on your handheld using the Note Pad
application. When you use Note Pad, you write quick notes directly
on the handheld screen in your own handwriting. Later, you can
enter this information into another application, or delete it. See
“Note Pad” in Chapter 4 for more information and instructions.
To use Note Pad:
1. Press the Note Pad application button on the front panel of
your handheld.
2. Write the information directly on the handheld screen.
3. Tap Done.
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer
keyboard, you can use Palm™ Desktop software or any supported
PIM to enter information. You can then perform a HotSync
operation to synchronize the information on your computer with
the information on your handheld. Most of the applications that
came with your handheld are also available in Palm Desktop
software and in most PIMs, so you don’t need to learn different
applications. For more information on entering data on your
computer, refer to the online Help in Palm Desktop software, the
Quick Tour
Palm Desktop Software for the Macintosh User’s Guide
Desktop software CD-ROM.
in Palm Desktop software (for Windows users), and the
on the Palm
®
Using an external keyboard accessory
You can connect an optional keyboard accessory to the serial
connector on your handheld and type data directly into your
handheld. This accessory is very helpful if you need to enter large
amounts of data quickly while you are away from your computer.
For more information about this accessory, go to the web site:
www.palm.com
Chapter 2 Page 36
.
Importing data
If you have data stored in computer applications such as
spreadsheets and databases, or if you want to import data from
another handheld, you can transfer the data to your handheld
without having to key it in manually. Save the data in one of the file
formats listed below, import it into Palm Desktop software, and
then perform a HotSync operation to transfer the data to your
handheld.
Importing data from a Windows computer
Palm Desktop software can import data in the following file
formats:
■
Comma delimited (.csv, .txt): Address Book and Memo Pad only
■
Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad
only
■
CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■
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 a Palm OS
Palm Desktop information.
®
handheld or to create a copy of your important
To import data from a Windows computer:
1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category
names, do the following:
Select All in the Category box.
Be sure that the same categories that appear in the imported
file also exist in the application. If the categories do not exist,
create them now; otherwise, the records are imported into
the Unfiled category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
Page 37 Entering Data in Your Handheld
7. To import data into the correct Palm Desktop fields, drag fields
in the left-hand column so that they are opposite the
corresponding imported field on the right.
8. If you do not want to import a field, deselect the check box for
that field.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your handheld, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing
and exporting data.
Importing data from a Macintosh
Palm Desktop software can import data from any of the following
applications when you export the data in the appropriate file
format:
■
Address Book Plus (text file)
■
Claris Organizer (Palm Desktop software can open these files
directly)
■
ClarisWorks (save under new name as ASCII text file)
■
DateBook Pro (text file)
■
DayMaker (text file)
■
Dynodex (text file)
■
FileMaker Pro (tab separated text file)
■
Meeting Maker (text file)
■
Newton running OS 1.0 with Newton Connection Kit:
Names; Date Book Calendar; and Notepad (text file)
■
Now Contact (text file)
■
Now Up-to-Date (text file)
■
QuickDex (text file)
■
TouchBase Pro (text file)
Chapter 2 Page 38
To import data from a Macintosh:
1. Open Palm Desktop software.
2. From the File menu, choose Import.
3. Select the file you want to import.
4. Click Open.
5. If you want to change the order of the fields you’re importing,
point to a field, wait for the cursor to change to a double arrow,
and then drag the field to a new location.
6. If you do not want to import a field, click the arrow between the
field names.
7. From the Fields pop-up menu, choose the appropriate field.
8. From the Delimiters pop-up menu, choose the appropriate
delimiter.
9. Click OK.
10. To add the imported data to your handheld, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing
and exporting data.
Page 39 Entering Data in Your Handheld
Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your
Palm™ m100 series handheld, how to change application settings
so they are personalized to your work methods, and how to
categorize applications so you view them in related groups.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon .
Selecting applications
Your handheld is equipped with a variety of applications. All the
applications installed on your handheld appear in the Applications
Launcher. See “Opening applications” in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or
press an application button on the front panel of your handheld to
switch to another application. Your handheld automatically saves
your work in the current application and displays it when you
return to that application.
Categorizing applications
The category feature enables you to manage the number of
application icons that appear onscreen in the Applications
Launcher. You can assign an application to a category and then
display a single category or all your applications.
Chapter 3 Page 40
To categorize an application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Category.
4. Tap the pick list next to each application to select a category.
Tip:
To create a new category, tap Edit Categories from the
pick list. Tap New, enter the category name, and then
tap OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon .
2. Do one of the following:
Tap the Applications icon repeatedly to cycle through all
your categories.
Tap the pick list in the upper-right corner of the screen and
select the category you want to display.
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 41 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:
4. Make changes to the settings.
5. Tap OK.
Chapter 3 Page 42
Not all applications have a Preferences command.
Installing and removing applications
This section explains how to install and remove applications on
your handheld and how to remove Palm™ Desktop software from
your computer.
Installing add-on applications
Your handheld comes with the Date Book, Address Book, To Do
List, Note Pad, Memo Pad, Clock, and Calculator applications
installed and ready to use.
You can also install additional applications on your handheld, such
as games and other software. The Install Tool makes it easy to
install software on your handheld during a HotSync
find bonus add-on software that comes with your handheld, look
in the Add-on folder inside the Palm folder on your computer.
There are also a variety of third-party applications available for
your handheld. 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 handheld
resides in RAM memory; you can delete them at any time.
To install add-on software on your handheld using a Windows computer:
1. On your computer, copy or download the application you want
to install into the add-on folder in your Palm Desktop directory
on your computer.
®
operation. To
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 43 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, PDB, or PNC
file extension.
Chapter 3 Page 44
4. In the User drop-down list, select the name that corresponds to
your handheld.
5. Click Add.
6. Select the application(s) that you want to install on your
handheld.
Tip:
You can use the standard Windows
CTRL
and
SHIFT
key
functions to select multiple files.
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. 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.
To install add-on software on your handheld using a Macintosh:
1. On your Macintosh, copy or download the application you want
to install into the add-on folder in your Palm folder.
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 4.
2. From the HotSync menu, choose Install Handheld Files.
Page 45 Managing Your Applications
3. From the User pop-up menu, select the name that corresponds
to your handheld.
4. Click Add to List.
5. Select the application you want to install.
6. Click Add File to add the selected application to the Install
Handheld Files list.
Tip:
You can install more than one application by repeating
steps 4 through 6 and selecting additional applications.
7. Close the Install Handheld Files window.
8. Perform a HotSync operation to install the application(s) you
selected in steps 4 through 6. See “Exchanging and updating
data: HotSync operations” in Chapter 4 for details.
Chapter 3 Page 46
Installing games
The CD-ROM also includes games that you can install with the
Install Tool, such as Giraffe. Giraffe is a fun, easy way for you to
practice Graffiti
®
writing.
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.
Removing applications
In the event that you run out of memory or decide that you no
longer need an application you installed, you can remove
applications from your handheld. You can remove only add-on
applications, patches, and extensions that you install; you cannot
remove the applications that reside in the ROM portion of your
handheld.
To remove an add-on application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Page 47 Managing Your Applications
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can
remove it from your computer.
To remove Palm Desktop software from a Windows computer:
1. From the Windows Start menu, 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:
To remove Palm Desktop software from a Macintosh:
1. Locate the Palm Desktop Installer icon and double-click this
2. From the Easy Install screen, choose Uninstall from the pop-up
3. Select the software you want to remove.
4. Click Uninstall.
5. Select the folder that contains your Palm Desktop software files.
You need to install the HotSync Manager from the
installation CD if you want to synchronize data with
another PIM.
icon.
menu.
6. Click Remove.
Note:
This process removes only the application files. The
data in your Users folder remains untouched.
7. Restart your Macintosh.
Chapter 3 Page 48
Security
Your handheld comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
■
Lock and turn off your handheld so that it does not operate until
you enter the correct password.
■
Mask all records that you mark as private so the information
appears greyed out.
■
Hide all records that you mark as private so they do not appear
on any screen.
You can mask or hide private records with or without a password.
Without a password, private records are hidden until you set the
Security application to show them, or they are masked until you tap
the private record. 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 handheld.
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
Page 49 Managing Your Applications
same
password a second time, and tap OK.
Changing or deleting a password
Once you define a password for your handheld, you can change or
delete it at any time. You must enter the current password before
you can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
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.
Chapter 3 Page 50
Locking your handheld
You can also lock your handheld so that you need to enter your
password to operate it.
Important:
To lock your handheld with a password:
1. Perform a HotSync operation to synchronize the data between
your handheld 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 Lock & Turn Off.
If you lock your handheld, you must enter the exact
password to re-activate your handheld. If you forget
the password, you must perform a hard reset to resume
using your handheld. Performing a hard reset deletes
all the records in your handheld; however, you can
restore all synchronized data at the next HotSync
operation. See “Resetting your handheld” in Appendix
A for more information.
Tap Lock
and Turn
Off
4. Tap Off & Lock.
5. To start your handheld, turn it on and then enter the password.
Page 51 Managing Your Applications
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password from your handheld.
Deleting a forgotten password also deletes all entries and files
marked as Private.
Important:
To delete a forgotten password:
1. Tap Lost Password.
2. Tap Yes.
If you synchronize with your computer before deleting
a forgotten password, your handheld restores your
private entries the next time you perform a HotSync
operation, but it does not restore the password.
Chapter 3 Page 52
Chapter 4
Using Your Applications
Your Palm™ m100 series handheld includes these applications:
■
Date Book
■
Address Book
■
To Do List
■
Note Pad
■
Memo Pad
■
Clock
■
Calculator
This chapter is divided into three sections:
■
“Overview of 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 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.
Page 53 Using Your Applications
Overview of 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.
■
Display an agenda showing appointments, untimed events, and
your To Do items for the day.
■
Set an alarm to sound prior to the scheduled activity.
■
Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to
track with your handheld.
■
Attach notes to individual events for a description or
clarification of the entry in your Date Book.
To open Date Book:
■
Press the Date Book application button on the front panel of
your handheld. Date Book opens to today’s schedule.
Date Book button
Note:
Press the Date Book application button repeatedly to cycle
through the Day, Week, Month and Agenda views.
Chapter 4 Page 54
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, mobile, 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.
■
Create your own digital business card that you can beam to
®
other Palm OS
handhelds.
To open Address Book:
■
Press the Address Book application button on the front panel of
your handheld. Address Book opens to display the list of all
your records.
Address Book button
Note:
Press the Address Book application button repeatedly to
cycle through the categories in which you have records.
Press and hold the Address Book application button to
instantly beam your business card to another Palm OS
handheld.
Page 55 Using Your Applications
To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■
Make a quick and convenient list of things to do.
■
Assign a priority level to each task.
■
Assign a due date for any or all of your To Do 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 handheld. To Do List opens to display the category of items
you last viewed.
To Do List button
Note:
Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
Chapter 4 Page 56
Note Pad
Note Pad provides a place to take notes in your own
handwriting. You can use Note Pad to do everything you
might do with a piece of paper and a pencil.
In Note Pad, you can do the following:
■
Take notes, draw a sketch, or write any kind of message directly
on your handheld screen. Later, you can enter this information
into other applications.
■
Set an alarm to use your notes as reminder messages.
■
Assign notes to categories so that you can organize and view
them in logical groups.
■
Copy and paste notes into popular computer applications like
Microsoft Word using Palm™ Desktop software and HotSync
technology.
To open Note Pad:
■
Press the Note Pad application button on the front panel of your
handheld. Note Pad opens a new note so that you can begin
writing immediately.
®
Note Pad button
Note:
Press the Note Pad application button repeatedly to cycle
through the categories in which you have items.
Page 57 Using Your Applications
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.
■
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.
Calculator
icon
Clock
Clock enables you to set and view the current time and date.
In Clock, you can do the following:
■
View the current time and date.
■
Set the time and date for all the applications on your handheld.
■
Set an alarm.
To open Clock:
1. Tap the Applications icon .
2. Tap the Clock icon .
Chapter 4 Page 58
Memo Pad
Memo Pad provides a place to store information that is not
associated with Date Book, Address Book, or To Do List.
In Memo Pad, you can do the following:
■
Use Graffiti characters to store memos, lists, or any other text
message on your handheld.
■
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
software and HotSync technology.
■
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:
1. Tap the Applications icon .
2. Tap the Memo Pad icon .
Page 59 Using Your Applications
Common tasks
The tasks described in this section use the term “records” to refer to
individual items in the applications: a Date Book event, Address
Book entry, To Do List item, Note Pad note, or Memo Pad memo.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Note Pad, and Memo Pad.
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. (Not
available in Note Pad.)
6. In Address Book, Note Pad, and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it
automatically.
Editing records
After you create a record, you can change, delete, or enter new text
at any time. The following features tell you when your handheld is
in editing mode:
■
A blinking cursor
■
One or more dotted edit lines
Blinking cursor
Edit line
Note:
In Note Pad you can write anywhere on the screen. So, you
will not see an edit line or blinking cursor.
Chapter 4 Page 60
Entering text
For information on entering text using Graffiti writing, the
onscreen keyboard, or your computer keyboard, see Chapter 2. For
information on entering text in Note Pad, see “Note Pad” later in
this chapter.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands available in the Edit menu apply to text
that you
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in black).
select
in an application.
Note:
You can also double tap to select a word, or triple tap to
select a line of text.
You can also drag
words, or drag
across
the text to select additional
down
to select a group of lines.
The following commands may appear in an Edit menu:
Undo
Reverses the action of the
last edit
command. For
example, if you used Cut to remove text, Undo restores
the text you removed. Undo also reverses deletions
done by using backspace.
Cut
Removes the selected text and stores it temporarily in
the memory of your handheld. You can paste the text
you cut into another area of the current application or
into a different application.
Copy
Copies the selected text and stores it temporarily in the
memory of your handheld. You can paste the text that
you copy into another area of the current application or
into a different application.
Paste
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.
Page 61 Using Your Applications
Select
All
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.
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.
Note:
In Note Pad the Edit menu appears only when the title of a
note is selected. To edit a note in Note Pad, use the eraser
tool to remove lines, and the pen tool to add lines.
Deleting records
To delete a record:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap the Delete command:
Date Book:
Address Book:
To Do List:
Note Pad:
Memo Pad:
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. (The archive
check box does not appear in Note Pad because you can’t
archive Note Pad notes.)
4. Tap OK.
Delete Event
Delete Address
Delete Item
Delete Note
Delete Memo
If you choose to save a copy of the selected item, your handheld
transfers it to the archive file on your desktop the next time you
perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
Chapter 4 Page 62
■
In Date Book, Address Book, To Do List, and Memo Pad, open
the Details dialog box for the record, tap Delete, and then tap
OK.
■
In Note Pad, open the note you want to delete, and then tap Delete.
■
Delete the text of the record.
Note:
In Date Book, you can choose to delete the text of the
current repeating event, current and future events, or all
instances of that event.
Purging records
Over time, as you use Date Book and To Do List, 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.
All these outdated records take up memory on your handheld, so it’s
a good idea to remove them by using Purge. If you think Date Book or
To Do List records might prove useful later, you can purge them from
your handheld and save them in an archive file on your computer.
Purging is not available in Address Book, Note Pad, or Memo Pad;
you must delete outdated records manually from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon .
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book
to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.
: Tap the pick list and select how old a record must be
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 handheld
transfers them to an archive file on your desktop the next time you
perform a HotSync operation.
Page 63 Using Your Applications
Note:
Purging does not happen automatically. You must tap the
command to make it happen.
Chapter 4 Page 64
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is,
exchanges and updates — data between your handheld and Palm
Desktop software. Changes you make on your handheld or Palm
Desktop software appear in both places after a HotSync operation.
HotSync technology synchronizes only the needed portions of files,
thus reducing synchronization time.
You can synchronize your data either directly or indirectly. Direct
methods include connecting your handheld to the HotSync cradle/
cable attached to your computer, or using infrared
communications. An indirect method is using a modem. See
Chapter 5 for information about performing HotSync operations
via a modem or IR port.
Performing a HotSync operation for the first time: Windows
The first time you synchronize your data, you need to enter user
information in your Palm Desktop software. After you enter this
information and synchronize, the HotSync Manager recognizes
your handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for
a group of users, you may want to create a user profile. See
“Creating a user profile” in Chapter 5 before performing the
following steps.
Important:
You must perform your
local, direct serial connection.
first
HotSync operation with a
The following steps assume that you have already installed the
Palm Desktop software. If you have not installed this software, see
“Installing Palm Desktop software” in Chapter 1 for instructions.
Page 65 Using Your Applications
To perform a local HotSync operation on a Windows computer:
1. Connect your handheld to the HotSync cradle/cable.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
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/cable.
HotSync
button
Important:
The first time you perform a HotSync operation, the
Users dialog box appears. You must select the name
you entered when you installed Palm Desktop software
and click OK. Every handheld should have a unique
name. To prevent loss of a user’s records, never try to
Chapter 4 Page 66
synchronize more than one handheld to the same user
name.
The HotSync Progress dialog box appears and synchronization begins.
4. Wait for a message on your handheld indicating that the process
is complete.
After the HotSync process is complete, you can remove your
handheld from the HotSync cradle/cable.
Performing a HotSync operation for the first time: Macintosh
When you installed Palm Desktop software, you entered a user
name. This user name is the connection between your handheld
and your Macintosh.
The first time you perform a HotSync operation the Palm Desktop
software:
■
Adds a user name to your handheld.
■
Creates a folder for the user name in the Users folder inside the
Palm folder. For example, if you entered Jane Garcia as your
user name, a folder called Jane Garcia is created in the Users
folder.
Page 67 Using Your Applications
■
Creates a file named User Data in your user name folder.
Chapter 4 Page 68
Note:
User names appear in the User pop-up on the right side of
the toolbar. You can change users by selecting a new name
in the pop-up menu.
Each subsequent time you perform a HotSync operation, HotSync
Manager reads the user name from your handheld and
synchronizes the data in the folder of the same name.
Note:
Be sure you select the correct user name from the User popup before entering data on Palm Desktop or performing a
HotSync operation.
If you are a System Administrator preparing several handhelds for
a group of users, you may want to create a user profile. See
“Creating a user profile” in Chapter 5 before performing the
following steps.
Important:
You must perform your
first
HotSync operation with a
local, direct serial connection.
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 on a Macintosh:
1. Connect your handheld to the HotSync cradle/cable.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
2. Make sure HotSync Manager is enabled: Double-click the
HotSync Manager icon in the Palm folder. Click the HotSync
Controls tab and make sure the Enabled option is selected.
3. Press the HotSync button on the cradle/cable.
Page 69 Using Your Applications
HotSync
button
The HotSync Progress dialog box appears followed by the
Select User dialog box.
4. In the Select User dialog box, select the user name you entered
when you installed the Palm Desktop software, and click OK.
The HotSync Progress dialog box reappears and synchronization begins.
5. Wait for a message on your handheld indicating that the process
is complete.
After the HotSync process is complete, you can remove your
handheld from the HotSync cradle/cable.
Chapter 4 Page 70
Beaming information
Your handheld is equipped with an IR (infrared) port that you can
use to beam information to another Palm OS handheld that’s close
by and also has an IR port. The IR port is located in the upper-right
corner on the back of your handheld, behind the small dark shield.
You can beam the following information between Palm OS
handhelds:
■
The record currently displayed in Date Book, Address Book, To
Do List, Note Pad, or Memo Pad
■
All records of the category currently displayed in Address Book,
To Do List, Note Pad, or Memo Pad
■
A special Address Book record you designate as your business
card that contains information to exchange with business
contacts
■
An application installed in RAM memory
Note:
To beam a record or category of records:
1. Locate the record or category you want to beam.
2. Tap the Menu icon .
3. Tap Record, and then tap one of the following:
You can also perform HotSync operations using the IR port.
See “IR HotSync operations” in Chapter 5 for more details.
Beam record (The word record is replaced with event, entry,
item, note, or memo based on the application.)
Beam Category
4. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
Tip:
For best results, Palm handhelds should be between 10
centimeters (approximately 4 inches) and 1 meter
(approximately 39 inches) apart, and the path between the
two handhelds must be clear of obstacles. Beaming distance
to other Palm OS handhelds may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer
Page 71 Using Your Applications
is complete before you continue working on your handheld.
To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon .
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:
Some applications are copy-protected and cannot be
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate that the transfer
is complete before you continue working on your handheld.
To beam your business card:
1. Create an Address Book entry that contains the information you
want on your business card.
2. Tap the Menu icon .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
5. Press the Address Book application button for about two
seconds to beam your business card.
Note:
Once you complete steps 1 through 4 to select an entry as
your business card, you don’t need to repeat this process.
Simply press the Address Book application button for about
two seconds to beam your business card.
To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting
handheld to open the Beam dialog box.
3. Select a category for the incoming information, create a new
category, or leave the information unfiled.
Chapter 4 Page 72
4. Tap Yes.
Tips on beaming information
■
You can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 6 for more information.
■
You can draw the Graffiti Command stroke to activate the
Command toolbar, and then tap the Beam icon.
■
You can use the Graffiti Command stroke /B to beam the current
entry.
Categorizing records
Categorize records in the Address Book, To Do List, Note Pad, and
Memo Pad applications so that they are grouped logically and are
easy to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your handheld automatically places it in
the category that is currently displayed. If the category is All, your
handheld assigns it to the Unfiled category. You can leave an entry
as Unfiled or assign it to a category at any time.
System-defined and user-defined categories
Your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can
rename and delete the user-defined categories. In addition, you can
create your own user-defined categories. You can have a maximum
of 15 user-defined categories in each application.
Address Book contains the QuickList user-defined category, in
which you can store the names, addresses, and phone numbers you
might need in emergencies (doctor, fire department, lawyer, etc.).
Note:
The illustrations in this section come from Address Book, but
you can use these procedures in all the applications in which
categories are available.
Page 73 Using Your Applications
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.
Note:
In the Address Edit, Note, and Memo screens you can tap the
category name in the upper-right corner of the screen and select
a new category for the current record.
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list screen.
Tap
here
Note:
In the Date Book Agenda view, the pick list is in the upper
right of the To Do list.
2. Select the category you want to view.
The list screen now displays only the records assigned to that category.
Tip:
Pressing an application button on the front panel of the
handheld toggles through all the categories of that application.
Chapter 4 Page 74
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen
or list.
Tap here
2. Tap Edit Categories.
3. Tap New.
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.
Page 75 Using Your Applications
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen
or list.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap
Rename.
4. Enter the new name for the category, and then tap OK.
5. Tap OK.
Tip:
You can group the records in two or more categories into
one category by giving the categories the same name. For
example, if you change the name of the Personal category to
Business, all records formerly in the Personal category
appear in the Business category.
Finding records
Your handheld offers several ways to find information quickly:
■ All applications
starting with the current application.
■ Date Book, To Do List, Memo Pad
Address list screen and lets you add the information that
appears in this list to a record.
■ Address Book
a name to scroll immediately to that name.
Chapter 4 Page 76
: Find locates any text that you specify, always
: Phone Lookup displays the
: The Look Up line lets you enter the first letters of
Looking up Address Book records
When working with Address Book, the scroll buttons on the front
panel of your handheld make it easy to navigate among your
address entries.
■
In the Address list screen, pressing the scroll buttons moves up
or down an entire screen of records. If you hold down a scroll
button, you accelerate the scrolling and display every third
screen.
■
In the Address view screen, pressing the scroll buttons 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.
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 a “c”
scrolls to “Cain,” and writing “car” scrolls further to “Carpenter.” 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.
Page 77 Using Your Applications
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.
As your handheld searches for the text, you can tap Stop at
any time. You may want to do this if the entry you want appears before your handheld finishes the search. To continue
the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address list screen and lets you add the
information that appears in this list to a record.
Chapter 4 Page 78
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.
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
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 handheld inserts the full name “Fred Williams”
(and its associated information). If you have more than one
name that begins with “Wi,” the Phone Lookup screen appears
and highlights the first record that begins with “Wi.”
■ For selected text
Phone Lookup Command stroke “/L.” Your handheld replaces
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: For example, to insert the full name and
: Drag to highlight the text, and then write the
the selected text and adds the name and its associated
information.
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, Note Pad, and Memo Pad.
Note:
To sort records in To Do List:
1. Open To Do List.
2. From the list screen, tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
To sort records in Address Book, Note Pad, and Memo Pad:
1. Open the application to display the list screen.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
Address Book
Note Pad
Memo Pad
Chapter 4 Page 80
:
:
:
4. Do one of the following:
Address Book
Note Pad
: Tap the setting you want.
: Tap the Sort by pick list and select Alphabetic, Date,
or Manual.
Memo Pad
: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Note Pad or Memo list manually, tap and drag a note or
memo to a new location in the list.
Note:
To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your handheld, open
Memo Pad in Palm Desktop software and click List by. Then
select Order on handheld.
Making records private
In most applications you can make individual records private. Private
records remain visible and accessible, however, until you select the
Security setting to hide or mask all private records. See “Security”
in Chapter 3 for more information.
Hiding or masking private records
You can hide or mask all records that you mark as private. Masked
records appear as grey placeholders in the same position they would
appear if they were not masked, and are marked with a lock icon.
Hidden records disappear completely from the screen. If you define a
password for your handheld, you must enter it to display private
records.
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Chapter 4 Page 82
To hide all private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap the Current Privacy pick list and select Hide Records.
Tap H ide
Records
4. Tap OK to confirm that you want to hide private records.
To mask all private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap the Current Privacy pick list and select Mask Records.
Tap
Mask
4. Tap OK to confirm that you want to mask private records.
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To display private records:
1. Do one of the following:
Tap a masked record.
Tap the Applications icon , tap Security, then tap the Cur-
rent Privacy pick list and select Show Records.
If you do not have a password, hidden and masked records
become visible.
If you have a password, the Show Private Records dialog box
appears. Go to step 2.
Tap
Show
Records
2. Enter your password, and then tap OK.
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.
Chapter 4 Page 84
Attaching notes
In all your applications except Note Pad and 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.
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Choosing fonts
In most applications you can change the font style to make text
easier to read. You can choose a different font style for each
application, and in some applications, you can use different font
styles in different parts of the application. For example, in Address
Book you can use the small font in the Address list screen and the
large font in the Address entry screen.
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
5. Tap OK.
Large font
Tap here for bold font
Tap here for large font
Chapter 4 Page 86
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:
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.
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 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
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2. Enter a description of the event. You can enter up to 255
characters.
3. If the event is one hour long, skip to step 5. If the event is longer
or shorter than an hour, tap the time of the event to open the Set
Time dialog box.
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. Do one of the following:
Tap the time columns on the right side of the Set Time dialog
to set the Start Time, then tap the End Time box and tap the
time columns to set the End Time.
Tap All Day to automatically insert the start and end time of
the event as defined in your Date Book preferences.
Tap to scroll to
earlier hours
Start Time highlighted
Tap to automatically
fill the start and end
times
Tap to change
hours
Tap to change
minutes
Tap to scroll
to later hours
5. Tap OK.
6. Tap a blank area of the screen to deselect the event. A vertical
line appears next to the time, indicating the duration of the
event.
Chapter 4 Page 88
To schedule an event for another day:
1. Select the date you want for the event by doing one of the
following:
■
Tap the day of the week that you want in the date bar at the top of
the screen. If necessary, tap the Previous week or Next week scroll
arrows to move to another week.
Previous
week
Tip:
You can also use the scroll buttons on the front panel of
Next
week
Tap to select a day
of the current week
your handheld 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 Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip:
In the Go to Date dialog box, you can also use the scroll
buttons on the front panel of your handheld to move
forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
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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 No Time, so that no start or end times are defined for the new
event.
Tip:
You can also create a new untimed event by making sure
no event is selected and then writing letters in the
Graffiti writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
Note:
If you create an event and decide later that there is no
particular start or end time, you can easily change it to an
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
Chapter 4 Page 90
Rescheduling an event
You can easily make changes to your schedule with your handheld.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in
your Date Book. You can set an alarm to sound minutes, hours, or
days before an event. The default Alarm setting is 5 minutes before
the time of the event, but you can change this to any number of
minutes, hours, or days.
When you set an alarm, this icon appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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7. When the reminder message appears on screen, do one of the
following:
Tap OK to permanently dismiss the reminder and return to
the current screen.
Tap Snooze to dismiss the reminder and return to the current
screen. The reminder message appears again five minutes after you tap Snooze.
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 handheld 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.
Chapter 4 Page 92
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.
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.
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such
as deleting or adding notes, or changing the time of an event, you
can decide which of the events you want to change; all events in the
series, just the current event, or the current and future events.
To delete repeating events:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Event.
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