Palm m130 Handbook

Palm

Handbook for

™

m100 Series

Handhelds

Copyright

Copyright © 2001-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, PalmModem, and Palm OS are
registered trademarks of Palm, Inc. The HotSync logo, Palm Powered, Palm, and the Palm logo are
trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of
their respective owners.

Disclaimer and Limitation of Liability

Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.

Palm, Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use
of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as
a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on
other media to protect against data loss.

IMPORTANT Please read the End User Software License Agreement with this product before using the
accompanying software program(s). Using any part of the software indicates that you accept the terms of the
End User Software License Agreement.

HotSync® Cradle and Adapters and
Software Download Available

The HotSync® cradle/cable supplied with your handheld fits a USB connector. If you do not have a USB
port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25­pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync
cradle or adapters, go to the web site:

www.palm.com

.

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

PN: 406-3912A-US

www.palm.com

.

Contents

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

Chapter 1: Introduction to Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Getting to know your Palm™ m100 series handheld . . . . . . . . . . . . . . . . . . . . . 3

What is a Palm m100 series handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrading from another Palm OS handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Preparing to use your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Changing the face plate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Connecting the HotSync cradle/cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Charging the handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using your handheld with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tap with the stylus to get things done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 2: Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

The Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

iii

Contents

Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 3: Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Selecting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . 42

Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Chapter 4: Using Expansion Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Inserting an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Removing an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Switching between your handheld and an expansion card . . . . . . . . . . . . . . . 57

Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 57

Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Deleting applications from an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

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Reviewing card information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Chapter 5: Using Your Basic Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Overview of basic applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . 72

Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Application-specific tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

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Chapter 6: Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . 123

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 130

Configuring HotSync Manager for infrared communication . . . . . . . . . . 131

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 133

Conducting a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . . . 134

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 138

Performing a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . 138

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Chapter 7: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . . 143

Viewing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

HotSync buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 147

General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Stay on in cradle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Editing connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Network preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

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Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 156

Login scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Plug-in applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 167

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 173

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Expansion card problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 187

Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

vii

Contents

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

viii

About This Book

Welcome to the Palm™ m100 series handheld. This handbook is designed to help
you get up and running quickly on your handheld. It describes all you need to
know about how to use your handheld and the applications that come with it.

It walks you through:

Locating all the parts of your handheld

■

Viewing and entering data

■

Working with expansion cards

■

Using your handheld with your computer

■

Personalizing your handheld with your own preference settings

■

After you become familiar with the basic functionality of your handheld, you can
use the rest of this handbook as a reference for less common tasks, for maintaining
your handheld, and also as a source of information if you have problems operating
it.

1

About This Book

2

Introduction to Your Handheld

This chapter explains the physical buttons and controls on your Palm™ m100
series handheld, how to use your handheld for the first time, how to add expansion
cards to your handheld, and how to use HotSync
handheld and Palm™ Desktop software.

Getting to know your Palm™ m100 series handheld

What is a Palm m100 series handheld?

Palm m100 series handhelds will help you stay organized and on time, and keep
up with daily tasks while you are away from your desk. Use your new handheld
to do the following:

Enter your schedule in Date Book

■

®

technology to synchronize your

CHAPTER 1

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

■

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

■

Jot quick notes directly on the color screen in Note Pad

■

Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule

■

and remind yourself of appointments and notes

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

■

computer so you always have a copy

Insert Secure Digital (SD) or MultiMediaCard expansion cards to add

■

additional software or memory, or to back up your data

Attach and use peripheral hardware devices, such as a modem

■

Beam information to another Palm OS® handheld with an IR (infrared) port that

■

is close by

3

Chapter 1 Introduction to Your Handheld

System requirements

To install and operate Palm Desktop software, your computer system must meet
the following requirements:

Minimum requirements: Windows

IBM-compatible Pentium-class computer

■

Windows 95*/98/Me/NT 4.0*/2000**/XP** (* Windows 95/NT operating

■

systems require a serial cradle/cable, sold separately. ** User must have
administrator rights to install Palm Desktop software.)

30 MB available hard disk space

■

VGA monitor or better (16 bit or High Color, and 800x600 resolution

■

recommended)

CD-ROM or DVD-ROM drive (you can also download the Palm Desktop

■

software from

Mouse

■

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

■

www.palm.com

)

Minimum requirements: Mac computer

Mac computer or compatible with a PowerPC processor

■

Mac OS 8.6 to 9.x

■

25 MB available hard disk space

■

6 MB available RAM

■

CD-ROM or DVD-ROM drive (you can also download the Palm Desktop

■

software from

Mouse

■

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

■

www.palm.com

)

Optional equipment

Modem (such as an add-on modem accessory)

■

Printer (compatible with your computer and its operating system)

■

Infrared communication device

■

Secure Digital (SD) or MultiMediaCard expansion cards (sold separately)

■

HotSync cable, which enables you to perform HotSync operations without your

■

cradle (sold separately, available with either a USB or serial connector)

4

Handheld components

Locating front panel controls

Scroll buttons/
Clock control

Getting to know your Palm™ m100 series handheld

Power button/
Backlight control

Screen

Graffiti

writing area

Changeable
face plate

Power button/
Backlight control

Screen

Graffiti® writing
area

Application
buttons

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 sets the
brightness of the backlight to high or low.

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.

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.

See “Buttons preferences” in Chapter 7 for details on

TIP

reassigning these buttons to activate any application on your
handheld.

5

Chapter 1 Introduction to 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.

Changeable face
plate

Protects your handheld and enables you to personalize your
handheld’s appearance.

Using the backlight

When your handheld is on, a backlight illuminates your screen and enables you to
see the information, even under difficult lighting conditions. The backlight
brightness is initially set to high, but you can set the brightness to low to save
power. When you set the brightness, your handheld remembers your preference
until you change the brightness.

To set the backlight:

Press the power button and hold it down for about two seconds. Release the

■

button when the backlight brightness is set to your preference.

In addition, you can assign the full-screen pen stroke to set the backlight. See

TIP

“Pen preferences” in Chapter 7 for details.

Locating back panel components

Stylus

Face plate tab

IR port

Reset button

Universal
connector

Expansion
card slot

6

Upgrading from another Palm OS handheld

Stylus

Face plate tab

IR port

Expansion card
slot

Reset button

Universal
connector

Serves as a pointing and writing 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 “Common tasks” in Chapter 5 and “IR HotSync operations” in

Chapter 7 for more information.

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

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.

Connects your handheld to the cradle/cable, which in turn
connects to the back of your computer and power. This allows you
to update the information between your handheld and computer
using HotSync technology and recharge the battery.

The universal connector also connects peripheral hardware
devices, such as a modem, to your handheld.

Upgrading from another Palm OS handheld

If you already own a Palm OS handheld, you must install the version of Palm
Desktop software that comes with your new handheld. To upgrade quickly and
easily, perform the tasks described in the following sections. Some tasks are
specifically for upgrading.

7

Chapter 1 Introduction to Your Handheld

Preparing to use your handheld

Before you begin using your handheld and Palm Desktop software, you must
complete a few easy installation tasks.

To use your handheld and Palm Desktop software, complete the following:

(If upgrading) Perform a HotSync operation using your old handheld and

■

cradle/cable. This ensures all data on your handheld is on your desktop
computer.

Connect the HotSync cradle/cable that comes with your Palm m100 series

■

handheld to your computer. See “Connecting the HotSync cradle/cable” later
in this chapter for details.

Insert your handheld in the cradle and charge the battery. See “Charging the

■

handheld” later in this chapter.

(If upgrading) You may want to create a copy of your old Palm Desktop

■

software folder and its contents before installing your new Palm Desktop
software. If you do this, rename the copied folder (for example, Palm Old), and
store it outside the Palm Desktop software folder. This step is optional.

Install the Palm Desktop software that comes with your Palm m100 series

■

handheld. See “Installing Palm Desktop software” later in this chapter for
details.

Perform a HotSync operation. See “Exchanging and updating data: HotSync

■

operations” in Chapter 5 for details

(If upgrading) Rename your old handheld. To prevent unexpected results

■

during HotSync operations, each handheld must have a unique name. We
recommend that you perform a hard reset on your old handheld. See

“Performing a hard reset” in Appendix A for details.

Using the protective flip cover

The flip 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.

.

8

Preparing to use your handheld

To remove the cover:

Open the cover and grasp the hinge with your thumb.

1.

Gently rock the cover from one side to the other until the hinge prongs release

2.

from the slots on the top edge of your handheld.

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.

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 site

www.palm.com

.

9

Chapter 1 Introduction to Your Handheld

To remove the face plate:

Remove the flip cover.

1.

Lift the face plate tab slightly to separate it from your handheld and pull the

2.

existing face plate away from your handheld.

Face plate tab

To attach the face plate:

Align the bottom edge of the new face plate with the slot on the bottom edge of

1.

your handheld.

2

1

Gently press the top of the face plate onto your handheld until it clicks into

2.

position.

Connecting the HotSync cradle/cable

IMPORTANT

connector. If your computer does not have a USB port, or if you are using
Windows 95, Windows NT, or an older Mac computer, you can order a serial cradle/
cable and a 25-pin serial adapter, if necessary, from www.palm.com. Follow the
documentation that accompanies the serial cradle/cable before attempting to
complete the installation tasks.

The HotSync cradle/cable supplied with your handheld fits a USB

10

To connect the HotSync Cradle/cable

Shut down and turn off your computer.

1.

Plug the USB connector on the cradle/cable into a USB port on your computer.

2.

Preparing to use your handheld

Connect the power cord that attaches to the back of the cradle’s USB port

3.

connector to the AC adapter cord.

Plug the adapter into any AC current outlet.

4.

Charging the handheld

Your handheld is recharged each time you place the handheld in the cradle. Just
place your handheld in the cradle for at least two hours for an initial charge before
you use it. Then place it in the cradle for ten to fifteen minutes each day to recharge
the battery to full capacity.

If the battery gets low, your handheld displays a warning message. If this occurs,
perform a HotSync operation and then recharge the battery as soon as possible. If
your handheld shuts down, you still have about a week to recharge the battery
before you lose the data on your handheld.

11

Chapter 1 Introduction to Your Handheld

Palm Desktop software

Palm Desktop software extends many of the functions of your handheld to your
computer and serves to back up all 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, 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 one­step procedure that ensures your data is always safe and up-to-date. See

“Exchanging and updating data: HotSync operations” in Chapter 5 for more

information.

12

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.

Preparing to use your handheld

Print your Date Book, Address Book, To Do List, and Memo Pad information on

■

any printer.

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
in Palm Desktop software (for Windows users), and the

the Macintosh User’s Guide

located in the Documentation folder in the Palm Desktop

Palm Desktop Software for

folder.

To ensure a safe and uninterrupted installation of Palm Desktop software, please
print these instructions or refer to

Read This First

. Do the following before

installing:

Turn off your computer and connect the HotSync cradle/cable to it.

■

Quick Tour

Do

■

simply copy the Palm Desktop software files to your computer’s hard

not

disk. You must use the installer to place the files in their proper locations and to
decompress the files.

To install Palm Desktop software on a Windows computer:

Turn on your computer.

1.

Exit any open programs, including those that run automatically at startup such

2.

as Microsoft Office, and disable any virus-scanning software.

Insert the Palm Desktop software CD-ROM into the computer’s CD-ROM

3.

drive.

Follow the onscreen instructions to complete the installation. During

4.

installation you may be asked to connect your handheld to the HotSync cradle/
cable.

Shown with a HotSync
cradle. Some models
use a cable in place of
the cradle.

13

Chapter 1 Introduction to Your Handheld

To install Palm Desktop software on a Mac computer:

Turn on your computer.

1.

Insert the Palm Desktop software CD-ROM into your computer ’s CD-ROM

2.

drive.

Double-click the Palm Desktop CD-ROM icon.

3.

Double-click the Installer icon to begin the installation procedure.

4.

Follow the onscreen instructions to complete the installation.

5.

Shown with a HotSync
cradle. Some models
use a cable in place of
the cradle.

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 the 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

.

14

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. 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.

Tapping and typing

IMPORTANT

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

Always use the point of the stylus for tapping or making strokes on the

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

Open applications

■

Choose menu commands

■

Initiate a Find operation to search through applications installed on your

■

handheld for specific text (Find operations do not search through applications
on expansion cards)

Select options in dialog boxes

■

Open the onscreen keyboards

■

Just as you can drag the mouse to select text or move objects on your computer, you
can also drag the stylus to select text. You can also use the stylus to drag the slider
of any scroll bar.

15

Chapter 1 Introduction to Your Handheld

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 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.

16

Check
box

Tapping and typing

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.

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.

Date Book Note Pad

Address Book

Applications
Launcher

To D o L i s t

17

Chapter 1 Introduction to Your Handheld

When you press an application button on the front panel, you have instant

TIP

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 on your handheld:

Tap the Applications icon .

1.

Tap the icon of the application that you want to open. If you have many

2.

applications installed on your handheld, tap the scroll bar to see all of your
applications.

Using menus

To find an application quickly, you can write the Graffiti character for the

TIP

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.

NOTE

expansion card applications” in Chapter 4.

You can also use applications on expansion cards. See “Opening

Menus on your handheld are easy to use. Once you have mastered them in one
application, you can use them the same way in all other applications.

The menus of each application are illustrated in the section on that application in

Chapter 5. The Edit menu is described in See “Editing records” in Chapter 5.

To open the menu bar:

Open an application (such as Memo Pad).

1.

Do one of the following:

2.

Tap the Menu icon .

18

Tapping and typing

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

of the application you’re currently using. For example, in Memo Pad, the

part

which

menus are different for the Memo list screen and the Memo screen.

Graffiti menu commands

Most menu commands have an equivalent Graffiti Command stroke, which is
similar to the keyboard shortcuts used to execute commands on computers. The
command letters appear to the right of the command names.

Menu commands

Command letters

19

Chapter 1 Introduction to Your Handheld

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.”

20

NOTE

write the command letter immediately to choose the menu command.

Command mode is only active for a short time, so you must tap an icon or

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.

Entering data

To display an online tip:

Tap the Tips icon .

1.

After you review the tip, tap Done.

2.

There are several ways to enter data into your handheld:

Using the onscreen keyboard

■

Tapping and typing

Using Graffiti writing

■

Using Note Pad

■

Entering or importing data in Palm Desktop software and then synchronizing

■

with your handheld

Using an external keyboard attached to the universal connector

■

Beaming data from another Palm OS handheld that is close by and has an

■

infrared port. See “Beaming information” in Chapter 5 for details.

Onscreen keyboard

When you create or edit a record in an application such as Address Book, you can
open the onscreen keyboards to enter data.

Tap here for
alphabetic keyboard

After a keyboard is open, you can tap to open any of the other keyboards, including
the international keyboard. When a keyboard is open, you can still enter data in the

Tap here for numeric
keyboard

21

Chapter 1 Introduction to Your Handheld

Graffiti writing area. See “Using the onscreen keyboard” in Chapter 2 for more
information.

Ta b

Alpha

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

22

Division marks

The Palm Desktop software CD-ROM includes Giraffe, a game you can use to
practice Graffiti writing. See “Installing and removing applications” in Chapter 3
for installation instructions. The Memo Pad application is ideal for practicing
Graffiti writing. This section explains how to open Memo Pad and use it to practice
Graffiti writing.

To open Memo Pad:

Tap the Applications icon .

1.

Tap the Memo Pad icon .

2.

Tap Ne w.

3.

Tapping and typing

NOTE

where the new text will appear.

A blinking cursor appears on the first line of the new memo to indicate

New
memo
cursor

Ta p
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. You can also choose the pen
and paper color for your notes. See “Note Pad” in Chapter 5 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

located in the Documentation folder in the Palm Desktop folder.

Guide

Palm Desktop Software for the Macintosh User’s

Quick Tour

in Palm Desktop

23

Chapter 1 Introduction to Your Handheld

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 5 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.

Using an external keyboard

You can connect an optional keyboard accessory to the universal 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 and accurately
while you are away from your computer. For additional information about this
optional accessory, visit the web site

Customizing your handheld

You can customize your handheld by using the Preferences application. You can
enter personal information such as your name and address; change the time, date,
and time zone; view different date and time formats when you travel; turn off
sounds; and configure your handheld to work with a modem. See Chapter 7 for
details.

To open the Preferences screens:

Tap the Applications icon .

1.

Tap the Preferences icon .

2.

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

3.

Tap the Preferences category you want to view.

4.

www.palm.com

.

24

The following procedures for setting the date give you an example of how to
customize your handheld.

Customizing your handheld

You make changes to the date and time in Date and Time preferences.

To set the date:

Tap the Set Date box.

1.

Tap the arrows to select the current year.

2.

Ta p
arrows
to
select
year

Tap t o
select
month

Tap to set date

Tap a month.

3.

Tap the current date.

4.

Tap to select date

To set the time:

Tap the Se t Ti m e bo x.

1.

Tap the up or down arrows to change the hour.

2.

Tap each number of the minute, and then tap the arrows to change them.

3.

Tap OK .

4.

To set the time zone:

Tap the Se t Ti m e Zo ne box .

1.

Tap a ti me zo n e.

2.

25

Chapter 1 Introduction to Your Handheld

When you travel, changing the time zone setting to a new time zone

TIP

automatically resets the date and time on your handheld, but it does not
change the time of appointments set in Date Book.

Tap OK .

3.

To set the daylight saving switch:

Tap the Daylight Saving pick list, and then tap Off or On.

■

26

This chapter explains how to enter data into your handheld by writing with the
stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the
computer keyboard, 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.

CHAPTER 2

Entering Data in Your Handheld

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).

27

Chapter 2 Entering Data in Your Handheld

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:

Tap the screen where you want your text to go.

1.

NOTE

You need to tap above the Graffiti writing area, and must see a blinking

cursor before you write the text.

Use the tables on the following pages to find the stroke shape for the letter you

2.

want to create. For example, the stroke shown below creates the letter “n.”

NOTE

these letters, choose the one that’s easiest for you.

Start stroke
at heavy dot

There are two different stroke shapes available for some letters. For

Lift stylus
here

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

Position the stylus in the left-hand side of the Graffiti writing area.

3.

Start your stroke at the heavy dot and draw the stroke shape as it appears in the

4.

tables.

Lift the stylus from the screen at the end of the stroke shape.

5.

28

Using Graffiti writing to enter data

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.

Graffiti tips

IMPORTANT

do not make Graffiti strokes in the Graffiti writing area, your handheld does not
recognize them as text characters.

You must begin the character strokes in the Graffiti writing area. If you

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.

■

29

Chapter 2 Entering Data in Your Handheld

The Graffiti alphabet

Letter Strokes Letter Strokes

AN

B

O

CP

D

Q

ER

F

G

S

T

HU

IV

JW

KX

30

LY

M

Z

Space Back Space

Carriage

Period

tap twice

Return

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.

Using Graffiti writing to enter data

NOTE

Graffiti writing includes a feature that automatically capitalizes the first letter

when you create a new sentence or a new record (by tapping New or a blank line).

To draw the first letter of a word as a capital letter:

Use the Caps Shift stroke:

■

Caps
Shift

TIP

When Caps Shift is active, an “up arrow” symbol appears in the lower­right 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

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.

When Caps Lock is active, an underlined “up arrow” symbol appears in

TIP

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

Caps Lock

31

Chapter 2 Entering Data in Your Handheld

Graffiti numbers

Number Strokes Number Strokes

0

5

1

27

38

4

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.

NOTE

the Graffiti writing area (the letters or numbers side).

When Punctuation Shift is active, you can make a symbol stroke anywhere in

6

9

Punctuation shift

32

Symbol Stroke Symbol Stroke

Period

.

Comma

,

Apostrophe

'

Question

?

Exclamation

!

Dash

—

Left Paren

(

Right Paren

)

Slash

/

Dollar

$

Additional Graffiti punctuation

Using Graffiti writing to enter data

@ # % ^ & * < > + = |

\ { } [ ] ~ ` ; : " 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 Shift

—

•   

+

—

X

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

,

,

==c

:

!

ƒ

,

,

,

,

Y

∅

°

?

33

Chapter 2 Entering Data in Your Handheld

Accent strokes

a a a a a a

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

à á â ã ä å è é ê 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

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.

You must write these non-English characters in the left side of the Graffiti

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.

34

Using the onscreen keyboard

Graffiti writing comes with several predefined ShortCuts, and you can also create
your own. Each ShortCut can represent up to 45 characters. For example, you
might create a ShortCut for your name, or for the header of a memo. See

“ShortCuts preferences” in Chapter 7 to learn about creating your own ShortCuts.

To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion
point to show that you are in ShortCut mode.

ShortCut

Your handheld includes the following predefined Graffiti ShortCuts:

Entry ShortCut

Date stamp ds

Time stamp ts

Date/time stamp dts

Meeting me

Breakfast br

Lunch lu

Dinner di

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on
your handheld.

To use the onscreen keyboard:

Open any application (such as Memo Pad).

1.

Tap any record, or tap New.

2.

Tap “abc” to open the alphabetic keyboard, or tap “123” to open the numeric

3.

keyboard.

Tap here for
alphabetic keyboard

Tap here for numeric
keyboard

35

Chapter 2 Entering Data in Your Handheld

Tap the characters to enter text and numbers.

4.

NOTE

characters. You can switch among the three dialogs at any time to enter the
exact text you need. You can also enter data in the Graffiti writing area even
when an onscreen keyboard is open.

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

5.

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 5 for more information and instructions.

To use Note Pad:

Press the Note Pad application button on the front panel of your handheld.

1.

Write the information directly on the handheld screen.

2.

Tap Do n e .

3.

The onscreen keyboard also includes a dialog box for international

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

Software for the Macintosh User’s Guide

in Palm Desktop software (for Windows users), and the

Palm Desktop

on the Palm Desktop software CD-ROM.

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

■

vCal (.vcs): Date Book only

■

vCard (.vcf): Address Book only

■

Date Book archive (.dba)

■

Importing data

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

®

handheld or

to create a copy of your important Palm Desktop information.

To import data from a Windows computer:

Open Palm Desktop software.

1.

Click the application into which you want to import data.

2.

If you are importing records that contain a field with category names, do the

3.

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.

From the File menu, choose Import.

4.

Select the file you want to import.

5.

37

Chapter 2 Entering Data in Your Handheld

Click Open.

6.

NOTE

If you are importing a vCal or vCard file, skip to step 10. You do not have

to specify which fields correspond to the imported data.

To import data into the correct Palm Desktop fields, drag fields in the left-hand

7.

column so that they are opposite the corresponding imported field on the right.

If you do not want to import a field, deselect the check box for that field.

8.

Click OK.

9.

The imported data is highlighted in the application.

To add the imported data to your handheld, perform a HotSync operation.

10.

See Palm Desktop online Help for more information on importing and exporting
data.

Importing data from a Mac computer

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

Address Book Plus (text file)

■

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

■

ClarisWorks (save under new name as ASCII text file)

■

DateBook Pro (text file)

■

DayMaker (text file)

■

Dynodex (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)

■

To import data from a Mac computer:

Open Palm Desktop software.

1.

From the File menu, choose Import.

2.

Select the file you want to import.

3.

38

Importing data

Click Open.

4.

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

5.

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

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

6.

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

7.

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

8.

Click OK.

9.

To add the imported data to your handheld, perform a HotSync operation.

10.

See Palm Desktop online Help for more information on importing and exporting
data.

39

Chapter 2 Entering Data in Your Handheld

40

This chapter explains how to switch between applications on your 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. For
information about working with applications on an expansion card, see Chapter 4.

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. Applications installed on an expansion card

appear immediately in the Applications Launcher when you insert an expansion
card, or when you select the card from the pick list in the upper-right screen. See

“Opening expansion card applications” in Chapter 4 for details.

CHAPTER 3

Managing Your Applications

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. You can also
switch between applications on your handheld and applications on expansion
cards. See “Switching between your handheld and an expansion card” in Chapter

4 for details.

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.

To categorize an application:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

41

Chapter 3 Managing Your Applications

Tap App, and then tap Category.

3.

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

4.

To create a new category, tap Edit Categories from the pick list. Tap New,

TIP

enter the category name, and then tap OK to add the category. Tap OK.

Tap Do n e .

5.

To display applications by category:

Tap the Applications icon .

1.

Do one of the following:

2.

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.

To change the Applications Launcher display:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap Options, and then tap Preferences.

3.

42

Tap the View By pick list and select List.

4.

Tap OK .

5.

To open the Applications Launcher to the last opened category:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap Options, and then tap Preferences.

3.

Choosing preferences

Tap the Remember Last Category check box to select it.

4.

Tap OK .

5.

Choosing preferences

You can set options that affect an entire application in the application’s Preferences
dialog box.

To change preferences for an application:

Open an application.

1.

Tap the Menu icon .

2.

Tap Options, and then tap Preferences.

3.

NOTE

Make changes to the settings.

4.

Tap OK .

5.

Not all applications have a Preferences command.

43

Chapter 3 Managing Your Applications

Installing and removing applications

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

Installing add-on applications

Your handheld comes with the Date Book, Address Book, To Do List, Note Pad,
Memo Pad, and Calculator applications installed and ready to use.

You can also install additional applications on your handheld or on a card that is
seated in the expansion card slot, such as games and other software. The Install
Tool makes it easy to install software during a HotSync
variety of third-party applications available for your handheld. To learn more
about these applications, visit the web site

®

operation. There are a

www.palm.com.

NOTE

memory; you can delete them at any time.

Any game or application that you install on your handheld resides in RAM

To install add-on software on your handheld using a Windows computer:

On your computer, copy or download the application you want to install into

1.

the add-on folder in your Palm Desktop directory on your computer.

NOTE

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.

Double-click the Palm Desktop icon on your desktop.

2.

Click Install.

3.

TIP

Palm Desktop program group or by double-clicking any file with a PRC, PDB,
PQA, PNC, or SCP file extension.

If the software you download is compressed, you need to decompress

You can also access the Install Tool dialog by selecting Install Tool from the

44

In the User drop-down list, select the name that corresponds to your handheld.

4.

Installing and removing applications

Click Add.

5.

Select the application(s) that you want to install on your handheld or on a

6.

resident expansion card.

Click Open.

7.

NOTE

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.)

If you need to change the destination of the application you are installing, click

8.

Review the list of applications you selected in the Install Tool dialog box.

Change Destination on the Install Tool window, and then use the arrows to
move applications between your handheld and an expansion card.

Click OK to close the Change Destination window.

9.

Click Done to close the Install Tool window.

10.

Perform a HotSync operation to install the selected application(s). See

11.

“Exchanging and updating data: HotSync operations” in Chapter 5 for details.

45

Chapter 3 Managing Your Applications

NOTE

not install. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm™ application files. In order for your handheld to recognize such
a file, you must launch the application that uses these files at least once.

Files that remain in the list after you perform a HotSync operation did

To install add-on software on your handheld using a Mac computer:

On your Mac computer, copy or download the application you want to install

1.

into the add-on folder in your Palm folder.

NOTE

it into this folder.

Double-click the HotSync Manager icon in the Palm folder.

2.

From the HotSync menu, choose Install Handheld Files.

3.

If the software you download is compressed, you need to decompress

46

From the User pop-up menu, select the name that corresponds to your

4.

handheld.

Click Add to List.

5.

Select the Add-on folder from the pop-up menu.

6.

Select the application you want to install.

7.

Click Add File to add the selected application to the Install Handheld Files list.

8.

Installing and removing applications

If you need to change the destination of the application you are installing, click

9.

Change Destination on the Install Handheld Files window, and then use the
arrows to move applications between your handheld and an expansion card.

Click OK to close the Change Destination window.

10.

Close the Install Handheld Files window.

11.

Perform a HotSync operation to install the selected application(s) on your

12.

handheld. See “Exchanging and updating data: HotSync operations” in

Chapter 5 for details.

NOTE

not install. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm application files. In order for your handheld to recognize such a
file, you must launch the application that uses these files at least once.

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 or
from an expansion card. From your handheld, you can remove only add-on
applications, patches, and extensions that you install; you cannot remove the
applications that reside in the ROM portion of your handheld.

To remove an add-on application:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap App, and then tap Delete.

3.

Tap the Delete From pick list and select either Handheld or Card. To delete

4.

applications from a card, the card must be seated in the expansion card slot.

Files that remain in the list after you perform a HotSync operation did

47

Chapter 3 Managing Your Applications

Tap the application that you want to remove.

5.

Tap De l et e.

6.

Tap Yes.

7.

Tap Do n e .

8.

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:

From the Windows Start menu, choose Settings, and then choose Control Panel.

1.

Double-click the Add/Remove Programs icon.

2.

Click the Change or Remove Programs button.

3.

Select Palm Desktop.

4.

Click Change/Remove.

5.

Click Yes in the Confirm File Deletion box.

6.

Click OK.

7.

Click Close.

8.

NOTE

want to synchronize data with another PIM.

You need to install the HotSync Manager from the installation CD-ROM if you

To remove Palm Desktop software from a Mac computer:

Locate the Palm Desktop Installer icon and double-click this icon.

1.

From the Easy Install screen, choose Uninstall from the pop-up menu.

2.

Select the software you want to remove.

3.

48

Click Uninstall.

4.

Select the folder that contains your Palm Desktop software files.

5.

Click Remove.

6.

Security

Security

NOTE

folder remains untouched.

Restart your computer.

7.

This process removes only the application files. The data in your Users

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 and hide private records with or without a password. Without a
password, private records are hidden or masked until you set the Security
application to show them. With a password, you must enter the password to view
the private entries. See “Making records private” in Chapter 5 for information.

Assigning a password

You can assign a password to protect your private records and to lock your
handheld.

To assign a password:

Tap the Applications icon .

1.

Tap the Security icon.

2.

Tap the Password box.

3.

Enter a password.

4.

49

Chapter 3 Managing Your Applications

Enter a hint to help your remember your password if you forget it. This is

5.

optional.

Tap OK .

6.

Tap here

Enter the

7.

password a second time, and tap OK.

same

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:

Tap the Password box.

1.

Enter the current password.

2.

Tap OK .

3.

Tap here

50

Do one of the following:

4.

To change the password and hint, enter the new password and hint, and tap OK.

To remove the password, tap Unassign.

Locking your handheld

You can lock your handheld so that it cannot be operated until your password is
entered. In the event that your handheld is lost or stolen, this helps protect your
data from unauthorized use. You can set your handheld to lock automatically, or
you can lock it manually.

Locking your handheld automatically

You can set your handheld to lock automatically when any one of the following
occur:

Security

When you turn off the power

■

At a time you specify

■

After a period of inactivity you specify

■

To set your handheld to lock when you turn it off:

Tap the Applications icon .

1.

Tap the Security icon.

2.

Tap the Auto Lock Handheld box, and then enter your password.

3.

Tap On power off.

4.

Tap OK .

5.

51

Chapter 3 Managing Your Applications

To set your handheld to lock at a preset time:

Tap the Applications icon .

1.

Tap the Security icon.

2.

Tap the Auto Lock Handheld box, and then enter your password.

3.

Tap At a preset time, and then use the arrows to set the time.

4.

Tap OK .

5.

To set your handheld to lock after a period of inactivity:

Tap the Applications icon .

1.

Tap the Security icon.

2.

Tap the Auto Lock Handheld box, and then enter your password.

3.

Tap After a preset delay.

4.

Tap to select Minutes or Hours

Enter the amount of time

Enter the inactive period, then select Minute(s) or Hour(s) from the pick list.

5.

Tap OK .

6.

52

Security

IMPORTANT

activate your handheld. If you forget the password, your handheld will present the
hint you have entered to help you remember the password. If you still cannot
remember 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.

If you lock your handheld, you must enter the exact password to re-

Locking your handheld manually

You can turn off and lock your handheld manually.

To lock and turn off your handheld:

Tap the Applications icon .

1.

Tap the Security icon.

2.

Tap Lock & Turn Off.

3.

Ta p L ock
and Turn
Off

Tap Off & Lock.

4.

To start your handheld, turn it on and then enter the password.

5.

53

Chapter 3 Managing Your Applications

Recovering from a forgotten password

If you forget your password, your handheld will display the password hint, if you
entered one, to help you remember the password. If you are still unable to
remember the password, you can delete it from your handheld. Deleting a
forgotten password also deletes all entries and files marked as Private.

IMPORTANT

password, your handheld restores your private entries the next time you perform a
HotSync operation, but it does not restore the password.

If you synchronize with your computer before deleting a forgotten

To delete a forgotten password:

Tap Lost Password.

1.

Tap Yes .

2.

54

CHAPTER 4

Using Expansion Features

Your handheld provides an expansion card slot that enables you to add additional
software applications, memory, and peripherals. You can also use a special kind of
expansion card that allows you to back up your data when it is inconvenient to
perform a HotSync

®

operation.

NOTE

Your handheld is also equipped with a universal connector so that you can easily
attach and use peripheral hardware devices, such as a modem, portable keyboard,
or a Global Positioning System (GPS) receiver. For information about the
installation and operation of hardware devices, please refer to the documentation
that accompanies each device.

Battery life may vary depending on the expansion cards used.

Inserting an expansion card

Hold your handheld securely.

1.

Insert the card into the expansion card slot, following the direction indicated by

2.

the expansion card icon on the back panel of your handheld.

Card icon

Use your thumb to push the card into the expansion slot. When you feel the card

3.

lock and hear the audible system sound (if sound is on), the card is properly
seated within the slot.

55

Chapter 4 Using Expansion Features

Removing an expansion card

Hold your handheld securely.

1.

Use your thumb to push against the top of the card, as if you were pushing it

2.

further into the slot. The expansion card slot releases the card, and your
handheld makes an audible system sound.

Once the slot has released the card, gently remove the card from the expansion

3.

card slot.

NOTE

card slot. To prevent debris from entering and damaging the slot, we suggest
that you leave the dummy card seated when you are not using an expansion
card.

Your handheld comes with a dummy card seated within the expansion

Opening expansion card applications

When an expansion card is properly seated in the expansion card slot, the
Applications Launcher switches to the card and displays its contents. The pick list
in the upper-right corner of the screen displays the name of the card.

To open an application on an expansion card:

Tap the icon of the application that you want to open.

■

56

Switching between your handheld and an expansion card

Switching between your handheld and an expansion card

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

To switch to an expansion card:

Tap the pick list in the upper-right corner.

1.

Tap the category item that matches the name of the expansion card.

2.

Copying applications to or from an expansion card

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

To copy an application to or from an expansion card:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap App, and then tap Copy.

3.

Select Handheld or the card name from the Copy From pick list.

4.

Select Handheld or the card name from the To pick list.

5.

NOTE

The To pick list is displayed if there are multiple cards available.

57

Chapter 4 Using Expansion Features

Tap an application to copy.

6.

Tap Co p y.

7.

Tap Do n e .

8.

NOTE

slot during a HotSync operation; see “Installing add-on applications” in

Chapter 3 for details. Also, you can beam applications from expansion cards;

see “Beaming information” in Chapter 5 for details.

NOTE

Windows or Mac computer, the actual filenames may differ from those
displayed in the Applications Launcher.

You can install applications to a card that is seated in the expansion card

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

Selecting copy settings

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

How applications are sorted and listed.

■

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

■

To select copy settings:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap App, and then tap Copy.

3.

Tap Se t ti ng s.

4.

58

Select Name or Size in the Sort By pick list.

5.

Set Copy Application Only check box:

6.

Copies only the application file.

Checked:

Unchecked:

Tap OK .

7.

Copies both the application file and its associated data file(s).

Deleting applications from an expansion card

NOTE

you want to copy an application only, you must set the copy application only check
box.

The sort by setting is in effect each time you use the copy feature. Each time

Deleting applications from an expansion card

To delete applications from an expansion card:

Tap the Applications icon .

1.

Tap the Menu icon .

2.

Tap App, and then tap Delete.

3.

Tap the card name from the Delete From pick list.

4.

Tap an application to delete from the expansion card.

5.

Tap De l et e.

6.

Tap Do n e .

7.

Card Info

Card Info lets you review general information about a resident card and its
contents, rename a card, and format a card.

Reviewing card information

1.

Tap the Applications icon

Tap the Card Info icon .

2.

Review Card name, Type, and Size.

3.

.

59

Chapter 4 Using Expansion Features

Review card contents summarized by directory.

4.

Renaming a card

1.

Tap the Applications icon .

Tap the Card Info icon .

2.

Tap the Menu icon.

3.

Tap Card, and then tap Rename Card.

4.

Review card information

Review summarized
card contents

5.

6.

Formatting a card

Formatting a card erases all its data and prepares it to accept new applications and
data.

1.

2.

3.

4.

5.

Card Info menus

Card Info menus are shown here for your reference, and Card Info features that are
not explained elsewhere in this book are described here.

See “Using menus” in Chapter 1 for information about choosing menu commands.

Enter the new name for the card.

Tap Rename.

Tap the Applications icon .

Tap the Card Info icon .

Tap the Menu icon.

Tap Card, and then tap Format Card.

Tap OK .

60

Card menus

Card Info

Help

About Card
Info

Provides help text.

Shows version information for Card Info.

61

Chapter 4 Using Expansion Features

62

CHAPTER 5

Using Your Basic Applications

Your handheld includes these basic applications:

Date Book

■

Address Book

■

To D o L is t

■

Note Pad

■

Memo Pad

■

Clock

■

Calculator

■

This chapter is divided into three sections:

“Overview of basic applications” briefly describes each application and

■

explains how to open it.

“Common tasks”gives instructions on how to do tasks that you can do in most

■

or all of the basic applications. It’s easy to transfer what you learn in one
application to the others because the structure and behavior of all the
applications are quite similar.

“Application-specific tasks” is organized by application and gives instructions

■

on how to perform tasks that are specific to each application.

Overview of basic applications

Date Book

Date Book lets you quickly and easily schedule appointments or any kind of
activity associated with a time and date.

In Date Book, you can do the following:

Enter a description of your appointment and assign it to a specific time and

■

date.

Display a chart of your appointments for an entire week. The Week View makes

■

it easy to spot available times and any potential scheduling overlaps or
conflicts.

63

Chapter 5 Using Your Basic Applications

Display a monthly calendar to quickly spot days where you have morning,

■

lunch, or afternoon appointments.

Display an agenda showing appointments, untimed events, and your To Do

■

items for the day.

Set an alarm to notify you of the scheduled activity.

■

Create reminders for events that are based on a particular date, rather than time

■

of day. Birthdays and anniversaries are easy to track with your handheld.

Attach notes to individual events for a description or clarification of the entry

■

in your Date Book.

To open Date Book:

Press the Date Book application button on the front panel of your handheld.

■

Date Book opens to today’s schedule.

Address Book

Date Book button

NOTE

Press the Date Book application button repeatedly to cycle through the Day,

Week, Month and Agenda views.

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.

64

Create your own digital business card that you can beam to other Palm OS

■

handhelds.

®

Overview of basic applications

To D o Li st

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.

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

65

Chapter 5 Using Your Basic Applications

Note Pad

NOTE

categories in which you have items.

Press the To Do List application button repeatedly to cycle through the

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

■

from Palm™ Desktop software after synchronizing data with HotSync®
technology.

Choose the pen and paper color for your notes.

■

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.

Memo Pad

66

Note Pad button

NOTE

categories in which you have items.

Press the Note Pad application button repeatedly to cycle through the

Memo Pad provides a place to take notes that are not associated with records
in Date Book, Address Book, or To Do List.

In Memo Pad, you can do the following:

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.

Calculator

Overview of basic applications

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:

Tap the Applications icon .

1.

Tap the Memo Pad icon .

2.

Calculator enables you to perform addition, subtraction, multiplication,
division, and square root operations.

In Calculator, you can do the following:

Perform basic calculations.

■

Store and retrieve values.

■

Clock

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 enables you to view the current time and date and to set an alarm.

In Clock, you can do the following:

View the current time and date.

■

Open a preferences screen where you can set the time and date for all the

■

applications on your handheld.

Set an alarm.

■

67

Chapter 5 Using Your Basic Applications

To open Clock:

Tap the Applications icon .

1.

Tap the Clock icon .

2.

You can also tap the clock icon in the upper-left corner of the Graffiti writing

TIP

area to open clock.

Common tasks

The tasks described in this section use the term “records” to refer to an individual
item in any of the applications: a single Date Book event, Address Book entry, To
Do List item, 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:

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

1.

Editing records

Tap Ne w.

2.

In Date Book only: Select start and end times for your appointment and tap OK.

3.

Enter text for the record.

4.

(Optional) To select attributes for the record:

5.

– In Date Book, Address Book, To Do List, and Memo Pad, tap Details.

– In Note Pad, tap the Menu icon , and then tap Options and Details.

In Address Book, Note Pad, and Memo Pad only: Tap Done.

6.

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

After you create a record, you can change, delete, or enter new text at any time.
Two screen features tell you when your handheld is in editing mode:

A blinking cursor

■

One or more dotted edit lines

■

68

Edit line

Common tasks

Blinking cursor

NOTE

line or blinking cursor.

In Note Pad you can write anywhere on the screen. So, you will not see an edit

Entering text

For information on how to enter text using Graffiti writing, the onscreen keyboard,
or the keyboard attached to your computer, see Chapter 2. 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:

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

1.

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

2.

NOTE

text.

You can also drag
select a group of lines.

You can also double tap to select a word, or triple tap to select a line of

across

the text to select additional words, or drag

in an application.

select

down

to

The following commands may appear in an Edit menu:

Undo

Clear Note

Cut

Reverses the action of the
used Cut to remove text, Undo restores the text you removed.
Undo also reverses deletions done by using backspace. When the
drawing area is selected in Note Pad, Undo erases the last line
drawn.

Erases the drawing from a note in Note Pad. Clear Note appears in
the Edit menu only when the drawing area is selected.

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.

last edit

command. For example, if you

69

Chapter 5 Using Your Basic Applications

Copy

Paste

Select All

Keyboard

Graffiti Help

Deleting records

To delete a record:

1.

2.

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.

Inserts the text that you cut or copied at the selected point in a
record. The text you paste replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.

Selects all of the text in the current record or screen. This enables
you to cut or copy all of the text and paste it elsewhere.

Opens the onscreen keyboard. When you finish with the onscreen
keyboard, tap Done.

Opens screens that show all the Graffiti character strokes. Use this
command anytime you forget a stroke for a character.

Select the record you want to delete.

Tap the Menu icon .

Tap Record, and then tap the Delete command:

3.

Date Book:

Address Book:

To D o L i s t :

Note Pad:

Memo Pad:

Delete Event

Delete Address

Delete Item

Delete Note

Delete Memo

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.)

Tap OK .

4.

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.

70

Common tasks

Other ways to delete records

You can also delete records in the following ways:

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.

■

Purging records

NOTE

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

In Date Book, you can choose to delete the text of the current repeating event,

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:

Open the application.

1.

Tap the Menu icon .

2.

Tap Record, and then tap Purge.

3.

A confirmation dialog box appears.

Date Book:

Tap the pick list and select how old a record must be to be purged.
Purge deletes repeating events if the last of the series ends before the date that
you purge records.

Date Book, To Do List:

If you want to save a copy of the purged records to an
archive file on your desktop, be sure that the check box is checked. If you don’t
want to save a copy, tap the check box to remove the check box.

Tap OK .

4.

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

NOTE

it happen.

Purging does not happen automatically. You must tap the command to make

71

Chapter 5 Using Your Basic Applications

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 cradle/cable attached to your computer, or using
infrared communications. An indirect method is using a modem. See Chapter 6 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 on
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 6 before performing the following steps.

IMPORTANT

connection, or with infrared communication, rather than using a modem.

You must perform your

HotSync operation with a local, direct

first

The following steps assume that you have already installed Palm Desktop
software. If you have not installed this software, see “Installing Palm Desktop

software” in Chapter 1 for instructions.

72

To perform a local HotSync operation on a Windows computer:

Connect your handheld to the cradle/cable.

1.

Shown with a cradle.
Some models use a
cable in place of the
cradle.

Common tasks

If the HotSync Manager is not running, start it: On the Windows desktop, click

2.

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.

Press the HotSync button ™ on the cradle/cable.

3.

HotSync
button

IMPORTANT

user name in the New User dialog box and click OK. Every handheld should have
a unique name. To prevent loss of a user’s records, never try to synchronize more
than one handheld to the same user name.

The first time you perform a HotSync operation, you must enter a

73

Chapter 5 Using Your Basic Applications

The HotSync Progress dialog box appears and synchronization begins.

Wait for a message on your handheld indicating that the process is complete.

4.

After the HotSync process is complete, you can remove your handheld from the
cradle/cable.

Gently rock your handheld forward in the cradle and then lift it to remove.

TIP

Performing a HotSync operation for the first time: Mac computer

When you installed Palm Desktop software, you entered a user name. This user
name is the connection between your handheld and your computer.

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.

Creates a file named User Data in your user name folder.

■

NOTE

change users by selecting a new name in the pop-up menu.

User names appear in the User pop-up on the right side of the toolbar. You can

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.

74

NOTE

entering data on Palm Desktop or performing a HotSync operation.

Be sure you select the correct user name from the User pop-up before

Common tasks

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 6 before performing the following steps.

IMPORTANT

connection, or with infrared communication.

You must perform your

HotSync operation with a local, direct

first

The following steps assume that you have already installed Palm Desktop
software. See “Palm Desktop software” in Chapter 1 if you have not installed this
software.

To perform a local HotSync operation on a Mac computer:

Connect your handheld to the cradle/cable.

1.

Shown with a cradle.
Some models use a
cable in place of the
cradle.

Make sure HotSync Manager is enabled: Double-click the HotSync Manager

2.

icon in the Palm folder. Click the HotSync Controls tab and make sure the
Enabled option is selected.

Press the HotSync button on the cradle/cable.

3.

HotSync
button

The HotSync Progress dialog box appears followed by the Select User dialog
box.

75

Chapter 5 Using Your Basic Applications

In the Select User dialog box, select the user name you entered when you

4.

installed the Palm Desktop software, and click OK.

The HotSync Progress dialog box reappears and synchronization begins.

Wait for a message on your handheld indicating that the process is complete.

5.

After the HotSync process is complete, you can remove your handheld from the
cradle/cable.

TIP

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 at the top of the 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 that you designate as your business card,

■

containing information you want to exchange with business contacts

An application installed in RAM memory

■

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

■

NOTE

operations” in Chapter 6 for more details.

Gently rock your handheld forward in the cradle and then lift it to remove.

You can also perform HotSync operations using the IR port. See “IR HotSync

76

Common tasks

To select a business card:

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

1.

business card.

Tap the Menu icon .

2.

Tap Record, and then tap Select Business Card.

3.

Tap Yes.

4.

To beam a record, business card, or category of records:

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

1.

Tap the Menu icon .

2.

Tap Record, and then tap one of the following:

3.

The Beam command for an individual record

In Address Book only: Beam Business Card

Beam Category

You can also beam a business card by holding down the Address Book

TIP

application button until the Beam Status dialog box appears.

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

4.

port of the receiving handheld.

For best results, handhelds should be between 10 centimeters

TIP

(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.

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

5.

before you continue working on your handheld.

To beam an application:

Open the Applications Launcher.

1.

Tap the Menu icon .

2.

Tap App, and then tap Beam.

3.

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

4.

77

Chapter 5 Using Your Basic Applications

Tap the application you want to transfer.

5.

NOTE

are listed with a lock icon next to them.

Tap Be am .

6.

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

7.

Some applications are copy-protected and cannot be beamed. These

port of the receiving handheld.

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

8.

before you continue working on your handheld.

To receive beamed information:

Turn on your handheld.

1.

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

2.

Beam dialog box.

Select a category for the incoming information, create a new category, or leave

3.

the information unfiled.

Tap Yes.

4.

Tips on beaming information

You can set the full-screen pen stroke to beam the current entry.

■

See “Pen preferences” in Chapter 7 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.

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Common tasks

System-defined and user-defined categories

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

You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories in each
application.

NOTE

the last item in the category pick list will be the name of the expansion card. You
cannot otherwise categorize applications that reside on an expansion card.

When you have an expansion card properly seated in the expansion card slot,

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

these procedures in all the applications in which categories are available.

The illustrations in this section come from Address Book, but you can use

To move a record into a category:

Select the record you want to categorize.

1.

In Address Book only: Tap Edit.

2.

In Note Pad only: Tap the Menu icon , and then tap Options.

Tap Details.

3.

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

4.

Select the category for the record.

5.

Tap OK .

6.

NOTE

the upper-right corner of the screen and select a new category for the item.

In Address Book, Note Pad, and Memo Pad you can tap the category name in

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Chapter 5 Using Your Basic Applications

To display a category of records:

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

1.

Ta p h e r e

NOTE

In the Date Book Agenda view, the pick list is in the upper- right corner

of the To Do list.

Select the category you want to view.

2.

The list screen now displays only the records assigned to that category.

Pressing an application button on the front panel of the handheld toggles

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through all the categories of that application.

To define a new category:

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

1.

Tap here

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Tap Edit Categories.

2.

Tap Ne w.

3.

Enter the name of the new category, and then tap OK.

4.

Tap OK .

5.

Common tasks

You can assign any of your records to the new category.

To rename a category:

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

1.

Tap Edit Categories.

2.

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

3.

Enter the new name for the category, and then tap OK.

4.

Tap OK .

5.

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Chapter 5 Using Your Basic Applications

You can group the records in two or more categories into one category by giving

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the categories the same name. For example, if you change the name of the Personal
category to Business, all records formerly in the Personal category appear in the
Business category.

Finding information

Your handheld offers several ways to find information quickly:

■

All applications that reside on your handheld:

Find locates any text that you

specify, always starting with the current application.

NOTE

■

Date Book, To Do List, Memo Pad:

Find does not search through applications on expansion cards.

Phone Lookup displays the Address list

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

■

Address Book:

The Look Up line lets you enter the first letters of a name to scroll

immediately to that name.

Looking up Address Book records

When working with Address Book, the scroll button on the front panel of the
handheld makes it easy to navigate among your address entries.

In the Address list screen, the scroll button moves up or down an entire screen

■

of records. If you hold down the scroll button, you accelerate the scrolling and
display every third screen.

In the Address view screen, the scroll button moves to the previous or next

■

address record.

You can also use the Address list Look Up feature to quickly scroll to any of your
Address Book entries.

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To look up an Address Book record:

Display the Address list screen.

1.

Enter the first letter of the name you want to find.

2.

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

letters. For

two

Common tasks

example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.

Tap the record to view its contents.

3.

Using Find

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

To use Find:

Tap the Find icon .

1.

If you select text in an application before you tap Find, the selected text

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automatically appears in the Find dialog box.

Enter the text that you want to find.

2.

Find is

case-sensitive. For example, searching for the name “davidson” also

not

finds “Davidson.”

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

Tap OK .

3.

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.

Tap the text that you want to review.

4.

Using Phone Lookup

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

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Chapter 5 Using Your Basic Applications

To use Phone Lookup:

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

1.

be in Date Book, To Do List, or Memo Pad.

Tap the Menu icon .

2.

Tap Options, and then tap Phone Lookup.

3.

Begin to spell the last name of the name you want to find.

4.

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.

Tap Add.

5.

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:

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:

Command stroke “/L.” Your handheld replaces 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, and
Memo Pad.

For example, to insert the full name and phone number for

Drag to highlight the text, and then write the Phone Lookup

84

Common tasks

NOTE

You can also assign records to categories. See “Categorizing records”earlier

in this chapter.

To sort records in To Do List:

Open the application to display the list screen.

1.

Tap Sho w.

2.

Tap the Sort by pick list and select an option.

3.

Tap OK .

4.

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

Open the application.

1.

In Note Pad only: Tap Done to display the list screen.

2.

Tap the Menu icon .

3.

Tap Options, and then tap Preferences.

4.

Address Book:

Note Pad:

Memo Pad:

Do one of the following:

5.

Address Book:

Note Pad:

Memo Pad:

Tap OK .

6.

Tap the setting you want.

Tap the Sort by pick list and select Alphabetic, Date, or Manual.

Tap the Sort by pick list and select Alphabetic or Manual.

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Chapter 5 Using Your Basic Applications

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

NOTE

manually sorted it on your handheld, open Memo Pad in Palm Desktop software and
click List by. Then select Order on handheld.

To make the list of your memos appear in Palm Desktop software as you

Making records private

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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To hide all private records:

Tap the Applications icon .

1.

Tap Security.

2.

Tap the Current Privacy pick list and select Hide Records.

3.

Tap Hide
Records

Tap OK to confirm that you want to hide private records.

4.

To mask all private records:

Tap the Applications icon .

1.

Tap Security.

2.

Tap the Current Privacy pick list and select Mask Records.

3.

Tap M a s k
Records

Tap OK to confirm that you want to mask private records.

4.

To display all private records:

Do one of the following:

1.

Common tasks

Tap the Applications icon , tap Security, then tap the Current 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.

Ta p
Show
Records

Enter your password, and then tap OK.

2.

To unmask individual records:

Tap a ma sk ed rec ord .

1.

Do one of the following:

2.

If you do not have a password, a masked record becomes visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 3.

Enter your password, and then tap OK.

3.

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Chapter 5 Using Your Basic Applications

To make a record private:

Display the entry that you want to make private.

1.

In Note Pad only: Tap the Menu icon , and then tap Options.

2.

Tap Details.

3.

Tap the Private check box to select it.

4.

Tap OK .

5.

Attaching notes

In applications except Memo Pad and Note 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:

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

1.

In Address Book only: Tap Edit.

2.

Tap Details.

3.

Tap No te.

4.

Enter your note.

5.

Tap Do n e .

6.

A small note icon appears at the right side of any item that has a note.

Note icon

To review or edit a note:

Tap the Note icon .

■

To delete a note:

Tap the Note icon .

1.

Tap De l et e.

2.

Tap Yes.

3.

88

Choosing fonts

Common tasks

In all basic applications, you can change the font style to make text easier to read.
You can choose a different font style for each application.

Small font Large font

Bold font

To change the font style:

Open an application.

1.

Tap the Menu icon .

2.

Tap Options, and then tap Font.

3.

Tap the font style you want to use.

4.

Tap OK .

5.

Reviewing Reminders

You can set alarms to notify you of appointments, notes, and alarms in Date Book,
Note Pad, and Clock. When an alarm occurs, your handheld displays a reminder
message. If you tap Snooze in response to an alarm message, your handheld

Tap here for bold font

Tap here for large font

Tap here for small font

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Chapter 5 Using Your Basic Applications

reminds you of the alarm again in five minutes. The Reminder screen displays
alarms that await attention.

To respond to reminders, do one of the following:

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

1.

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

2.

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

Tap Done to close the reminder list and return to the current screen. An

3.

attention indicator will blink in the upper-left corner of the screen; tap it to view
the reminder list again.

Tap Snooze to see the list again in five minutes.

4.

Tap Clear All to dismiss all reminders in the list.

5.

NOTE

displays in the Reminder bar and the original alarm time displays with each list item.

If you tap Done or Snooze and view the reminder list later, the current time

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

find such conflicts. See “Spotting event conflicts” later in this chapter.

It’s possible to schedule events that overlap, but Date Book makes it easy to

90

Application-specific tasks

You can also schedule events in your Date Book that occur on a particular date but
have no specific start or end times, such as birthdays, holidays, and anniversaries.
These are referred to as “untimed events.” Untimed events appear at the top of the
list of times, marked with a diamond. You can have more than one untimed event
on a particular date.

You can also schedule a repeating event, such as a weekly meeting, and continuous
events, such as a three-day conference or a vacation.

To schedule an event for the current day:

Tap the time line that corresponds to the beginning of the event.

1.

Tap a t im e
line

Time bar
shows
duration

Enter event

Enter a description of the event. You can enter up to 255 characters.

2.

If the event is one hour long, skip to step 5. If the event is longer or shorter than

3.

an hour, tap the time of the event to open the Set Time dialog box.

Ta p t h e
time of an
event

You can also open the Set Time dialog (to select a start time) by making

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sure no event is selected, and then writing a number on the number side of the
Graffiti writing area.

Do one of the following:

4.

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.

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Chapter 5 Using Your Basic Applications

Tap All Day to automatically insert the start and end time of the event as
defined in your Date Book preferences.

Start Time
highlighted

Tap to automatically
fill the start and end
times

Tap OK .

5.

Tap a blank area of the screen to deselect the event. A vertical line appears next

6.

Tap to scroll to
earlier hours

Tap to change
hours

Tap to change
minutes

Tap to scroll to
later hours

to the time, indicating the duration of the event.

NOTE

once.

If an event has the same start and end time, the time is only displayed

To schedule an event for another day:

Select the date you want for the event by doing one of the following:

1.

– 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

You can also use the scroll button on the front panel of your handheld to

TIP

move forward or backward one day at a time.

Next
week

Tap to select a day of
the current week

92