Getting Started
with Palm
™
m500 Series Handhelds
Copyright
Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync,
PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, and
the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand
names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this guide.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and it subsidiaries
assume no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, dead battery, or repairs. Be sure to make backup copies of all important
data on other media to protect against data loss.
Important: Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.
HotSync® Cradle Adapters and
Software Download Available
The HotSync® cradle 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: 25-pin serial adapter (for use with Windows computers),
or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site:
http://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
http://www.palm.com.
Agency Compliance Information
Product regulatory and compliance information can be found in the Handbook file located on the product CD-ROM.
P/N: 406-2698-A-US
A/N: 423-2698-A-US
Page ii
Contents
Chapter 1: Get Started ....................................................1
Your Palm m500 series handheld .......................................................2
Upgrading from another Palm OS handheld....................................2
Preparing to use your handheld .........................................................3
Connecting the HotSync cradle....................................................... 3
Charging your handheld......................................................................3
Setting up your handheld ....................................................................4
Installing Palm Desktop software.......................................................4
Installing Palm Desktop software on a Windows computer...... 5
Installing Palm Desktop software on a Macintosh....................... 6
Synchronizing data: Performing the first HotSync operation ........7
Using Expansion Features....................................................................8
Inserting an expansion card ............................................................ 8
Removing an expansion card.......................................................... 9
Using Peripheral Hardware ............................................................ 9
Congratulations!..................................................................................10
Chapter 2: Enter Data....................................................11
Entering data with the onscreen keyboards....................................11
Entering data with Graffiti writing...................................................12
Graffiti tips ....................................................................................... 13
Entering data with Note Pad.............................................................13
Entering data with Palm Desktop software ....................................14
Entering data using an external keyboard.......................................14
Importing data.....................................................................................14
Chapter 3: Get to Work..................................................15
Adjusting the screen ...........................................................................15
Using the backlight ......................................................................... 15
Adjusting the contrast .................................................................... 15
Using Address Book ...........................................................................16
Creating an Address Book entry................................................... 16
Viewing and changing an Address Book entry.......................... 17
Deleting an Address Book entry................................................... 17
Using Date Book..................................................................................18
Creating an event ............................................................................ 18
Creating an untimed event........................................................... 19
Creating a repeating or continuous event................................... 20
Rescheduling an event ................................................................... 20
Changing the Date Book view....................................................... 21
Contents Page iii
Deleting an event............................................................................ 22
Using To Do List ................................................................................. 23
Creating a To Do List item ............................................................ 23
Changing a To Do List item .......................................................... 24
Marking a To Do List item complete ........................................... 25
Deleting a To Do List item............................................................. 25
Using Note Pad ................................................................................... 26
Creating a note ................................................................................ 26
Deleting a note ................................................................................ 26
Transcribing a note......................................................................... 26
Using Memo Pad................................................................................. 27
Reviewing and changing a memo................................................ 28
Deleting a memo............................................................................. 28
Using Clock.......................................................................................... 29
Viewing the time and date ............................................................ 29
Setting an alarm .............................................................................. 30
Using Mail............................................................................................31
Viewing e-mail items ..................................................................... 31
Opening an e-mail item ................................................................. 32
Creating e-mail items ..................................................................... 32
Replying to an e-mail item ............................................................ 34
Deleting e-mail................................................................................ 34
Purging deleted e-mail................................................................... 35
Using Preferences and other settings...............................................36
Changing the Applications Launcher display............................ 36
Changing fonts................................................................................ 36
Setting Date and Time preferences .............................................. 37
Setting General preferences .......................................................... 38
Changing Formats preferences..................................................... 39
Beaming information..........................................................................39
Beaming data................................................................................... 40
Beaming applications..................................................................... 40
Receiving beamed information..................................................... 41
Beaming your business card ......................................................... 41
Beaming Tips................................................................................... 41
Installing add-on applications ..........................................................42
Installing applications using a Windows computer.................. 42
Installing applications using a Macintosh .................................. 44
Resetting your handheld ................................................................... 45
Performing a soft reset................................................................... 45
Performing a hard reset................................................................. 46
Page iv Getting Started with Palm™ m500 Series Handhelds
Chapter 4: Frequently Asked Questions........................47
I don’t see anything on my handheld screen.............................. 47
I can’t complete a HotSync operation .......................................... 48
Troubleshooting communication problems................................ 48
Troubleshooting data synchronization problems ...................... 49
Contents Page v
Page vi Getting Started with Palm™ m500 Series Handhelds
Chapter 1
Get Started
Palm™ m500 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, and set an alarm to remind you
of important meetings
■ 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 screen in Note Pad
■ View, edit, and compose email on the run
■ Track expenses for your expense report
■ Synchronize your data with Palm™ Desktop software on your
Windows or Macintosh computer so you always have a copy
■ Insert Secure Digital (SD) or MultiMedia Card (MMC) expansion
cards to add additional software or memory, or to back up your
data
■ Attach and use peripheral hardware devices, such as a modem or
portable keyboard
■ Beam information to another Palm OS
and has an IR (infrared) port
®
handheld that is close by
This guide, Getting Started with Palm™ m500 Series Handhelds, provides
information about performing basic tasks on your handheld and with
Palm Desktop software.
After you install Palm Desktop software on your computer, please
read the online Handbook for Palm™ m500 Series Handhelds for
information about performing more advanced tasks. If you are using
a Windows computer, open the handbook by clicking the
Handbook.pdf file in the Palm folder on your computer. If you are
using a Macintosh computer, copy the Handbook.pdf file from the
Documentation folder on the Palm Desktop CD-ROM to your Palm
folder, and then click the file.
Chapter 1 Page 1
Your Palm m500 series handheld
Expansion card slot
Insert expansion cards
to add additional
applications or
memory, or to back up
your data.
Applications
Launcher
Tap the
Applications
icon to see
all your
applications.
Date
Book
Address
Book
Application
buttons
IR port
Exchange data and
applications with any
infrared-enabled Palm
OS handheld that’s
nearby.
To Do
List
Note
Pad
Power button/
Backlight control/
LED indicator
Press here to turn
your handheld on
and off. Hold it down
for a few seconds to
turn on the backlight.
Also blinks to
indicate alarms.
Graffiti® writing
area
Use the stylus to
enter Graffiti
and numbers here,
or to access the
onscreen keyboard.
Scroll buttons
Press the top button
to scroll up and the
bottom button to
scroll down.
Stylus
®
text
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. Also,
perform a HotSync
before you complete the installation tasks. This ensures all data on
your handheld is on your desktop computer.
Page 2 Get Started
®
operation using your old handheld and cradle
Preparing to use your handheld
Before you begin using your handheld and Palm Desktop software,
you must complete a few easy installation tasks.
Connecting the HotSync cradle
Important: The HotSync cradle supplied with your handheld fits a
USB connector. If your computer does not have a USB
port, or if you are using Windows 95, Windows NT, or an
older Macintosh, you can order a serial cradle and either
a 25-pin or Macintosh serial adapter, if necessary, from
http://www.palm.com. Follow the documentation that
accompanies the serial cradle before attempting to
complete the installation tasks.
1. Shut down and turn off your computer.
2. Plug the USB connector into a USB port on your computer.
3. Connect the power cord that attaches to the back of the cradle’s
USB port connector to the AC adapter cord.
4. Plug the AC adapter into any AC current outlet.
Charging your handheld
Just place your handheld in the cradle for two hours for an initial
charge before you use it. Then place it in the cradle for a few minutes
each day to recharge the battery to full capacity. If your handheld
shuts down because the battery has fully discharged, you still have
about a week to recharge the battery before you lose the data on your
Chapter 1 Page 3
handheld.
Setting up your handheld
1. Press the power button to turn on your handheld.
2. Follow the instructions on the screen to set up your handheld.
Note: If your handheld does not turn on, see Chapter 4 in this
guide for suggestions.
Important: For users outside the United States, choose the same
language for your handheld and Palm Desktop software.
Choosing a language that does not match the Palm
Desktop software is not recommended or supported, and
may result in data loss. If you need to reselect a language
on your handheld, you must perform a hard reset. See
“Resetting your handheld” in Chapter 3 for details.
3. After you complete the set up steps, tap Next to complete the Basic
Skills tutorial.
Tip: To access the Basic Skills tutorial later, tap the Welcome
icon in the Applications Launcher.
Installing Palm Desktop software
Palm Desktop software includes the same applications as your
handheld: Date Book, Address Book, To Do List, Note Pad, Memo
Pad, and Expense. You can use the HotSync Manager to backup and
exchange data between your handheld and your computer.
If you are 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. This is optional. If you do this, rename the
copied folder (for example, Palm Old), and store it outside the Palm
Desktop software folder.
Note: If you are using Microsoft Outlook or other organizer software
instead of Palm Desktop software, you still need to complete
this process to install HotSync Manager, conduit software, and
other features of Palm Desktop software.
Page 4 Get Started
Installing Palm Desktop software on a Windows computer
1. Turn on your computer.
2. Exit any open programs, including those that run automatically at
startup (such as Microsoft Office) and virus-scanning software.
3. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
Note: If installation does not begin, click the Windows Start
button, choose Run, enter D:\autorun.exe, and then click
OK. If necessary, replace D: with the drive letter assigned
to your CD-ROM drive.
4. Follow the onscreen instructions to complete the installation.
During installation, you may be asked to connect your handheld to
the HotSync cradle.
Chapter 1 Page 5
Installing Palm Desktop software on a Macintosh
1. Turn on your Macintosh.
Note: If you are upgrading and your old Palm Desktop software
is version 1.0, uninstall your old Palm Desktop software.
2. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
3. Double-click the Palm Desktop CD icon.
4. Double-click the Palm Desktop Installer icon.
5. Follow the onscreen instructions to complete the installation.
Page 6 Get Started
Synchronizing data: Performing the first HotSync operation
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.
1. Place your handheld on the HotSync cradle.
2. Press the HotSync button
3. When the Users dialog box appears, select the user name you
entered when you installed Palm Desktop software.
on the cradle.
4. Wait for a message on your handheld indicating that the process is
complete.
Note: Your user name serves as the connection between your
handheld and your computer. If you’re sharing Palm
Desktop software with another handheld user, you can
change users by selecting a name from the User list on the
right side of the Palm Desktop window. Be sure you select
the correct user name before entering data in Palm
Desktop software.
Tip: To remove your handheld from the cradle, rock it gently
forward, then lift.
Chapter 1 Page 7
Each handheld must have a unique name
To prevent unexpected results during HotSync operations, possible
data loss, and other complications, each handheld must have a unique
name. If you have upgraded, your new handheld and your old
handheld have the same user name after completing the upgrade
process. We strongly recommend that you perform a hard reset on
your old handheld to erase all data from the old handheld and assign
it a new user name during the next HotSync operation with the old
handheld. See “Performing a hard reset” in Chapter 3 for details.
Using Expansion Features
Your handheld provides an expansion card slot that accepts Secure
Digital (SD) or MultiMedia Card (MMC) expansion cards. These
enable you to add additional software applications or memory. You
can also use an expansion card to back up your data when it is
inconvenient to perform a HotSync operation.
Inserting an expansion card
1. Hold your handheld securely.
2. Insert the card into the expansion card slot, following the direction
indicated by the expansion card icon on the back panel of your
handheld.
3. Use your thumb to push the card into the expansion slot. When
you feel the card lock and hear the system sound, the card is
properly seated within the slot.
Page 8 Get Started
Removing an expansion card
1. Hold your handheld securely.
2. Use your thumb to lightly push against the top of the card,
following the direction indicated by the expansion card icon on the
back panel of your handheld. The expansion card slot releases the
card, and your handheld plays the system sound.
3. Lift the card from the expansion card slot.
Note: Your handheld comes with a dummy card seated within
the expansion 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.
Using Peripheral Hardware
So that you can easily attach and use peripheral hardware devices,
such as a modem, portable keyboard, or a Global Positioning System
(GPS) receiver, your handheld is equipped with a universal connector.
For information about the installation and operation of hardware
devices, please refer to the documentation that accompanies each
device.
Chapter 1 Page 9
Congratulations!
You’ve charged the battery in your handheld, connected your
handheld to your computer, installed the Palm Desktop software, and
performed your first HotSync operation.
For more information about using your handheld, see the following:
■ This guide, Getting Started with Palm™ m500 Series Handhelds,
provides instructions on performing basic tasks on your handheld.
■ The Basic Skills tutorial on your handheld. To access this tutorial,
go to the Applications Launcher and then tap the Welcome icon.
■ The online handbook, Handbook for Palm™ m500 Series Handhelds,
provides comprehensive instructions on using your handheld and
the Palm applications that come with it.
Windows.
Open the Palm folder on your computer, and then
double-click the Handbook.pdf file.
Macintosh.
Open the Documentation folder on the CD-ROM
and copy the Handbook.pdf file to the Palm folder on your
Macintosh, and then double-click the file.
Note: If the handbook file does not open, then you need to
install Adobe Acrobat from the Palm Desktop CD-ROM.
Windows.
Open the Acroread folder and then double-click
the ar405eng.exe file.
Macintosh.
Open the Palm Extras folder, open the Adobe
Acrobat Reader folder, and then double-click the Reader
4.05 Installer icon.
For more information about using Palm Desktop Software, see the following:
■ The Windows tutorial for Palm Desktop software, Quick Tour. To
access this tutorial, go to the Help menu in Palm Desktop software
and choose Quick Tour.
■ The online user guide, Palm Desktop Software for the Macintosh
User’s Guide. To access this guide, open the Documentation folder
on the Palm Desktop CD-ROM, copy the Palm Desktop.pdf file to
the Palm folder on your Macintosh, and then double-click the file.
■ The online help for Palm Desktop software. To access the online
help, go to the Help menu in Palm Desktop software.
■ The Help Notes support information for Windows users. To access
this information, open the Palm folder on your computer, open the
Helpnote folder, and then double-click the individual note files.
Page 10 Get Started
Chapter 2
Enter Data
There are several ways to enter data into your handheld: the onscreen
keyboards, Graffiti
external keyboard accessory, and importing data. You can also accept
beamed data from another Palm OS handheld that is close by and has
an infrared port. See “Beaming information” in Chapter 3 for details.
Entering data with the onscreen keyboards
1. Open any application (such as Address Book).
2. Tap any record, or tap New.
3. Tap “abc” or tap “123” to open an onscreen keyboard.
®
writing, Note Pad, Palm™ Desktop software, an
Tap here for
alphabetic
keyboard
Note: Graffiti writing area shown with contrast adjustment.
Some models do not use contrast adjustment.
Chapter 2 Page 11
Tap here for
numeric
keyboard
4. Tap the characters to enter text and numbers.
Alphabetic
Tab
Backspace
Caps lock
Caps shift
Numeric
Tap here to display
numeric keyboard
Tap here to display
alphabetic keyboard
Carriage return
International
Tap here to display
international keyboard
5. Tap Done to close the onscreen keyboard.
Entering data with Graffiti writing
Graffiti characters are similar to uppercase letters that are formed with
a single-stroke. Your writing turns into text wherever the blinking
cursor appears on the handheld screen. Graffiti writing is easy, fun,
accurate, and fast (up to 30 words per minute). It’s worth taking a few
minutes to learn.
1. Open any application (except Note Pad).
2. Tap any record, or tap New.
3. Tap the line where you want the text to appear.
Page 12 Enter Data
4. Write Graffiti characters in the Graffiti writing area.
Wri
te letters here
Division marks
Lift
stylus
here
Start
stroke at
heavy dot
Write numbers here
Graffiti
Help
screen
Graffiti tips
■ To display Graffiti Help (shown above), tap the Menu icon , tap
Edit, and then tap Graffiti Help.
■ Write big and press firmly. Draw strokes that nearly fill the Graffiti
writing area to improve accuracy.
■ To delete characters, 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 errors.
■ Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
■ Install the Graffiti writing game, Giraffe, to practice writing.
Entering data with 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 can transfer your “sticky” notes to a more permanent place
by entering the information in another application, or you can “throw
them away” by deleting them. See “Using Note Pad” in Chapter 3 for
more information and instructions.
Chapter 2 Page 13
Entering data with Palm Desktop software
Palm Desktop software enables you to use your computer keyboard to
enter or import information.
1. Open Palm Desktop software:
Windows.
Macintosh.
folder.
2. Enter the information in Palm Desktop software.
3. Perform a HotSync
Performing the first HotSync operation” in Chapter 1 for details.
Launch the Palm Desktop icon on your desktop.
Double-click the Palm Desktop icon in the Palm
®
operation. See “Synchronizing data:
Entering data using an external keyboard
You can connect an optional keyboard accessory to the universal
connector on your handheld and type data directly into your
handheld. This accessory is very helpful if you need to enter large
amounts of data quickly while you are away from your computer. See
the documentation that comes with the optional keyboard accessory
for details.
Importing data
If you have data in computer applications such as spreadsheets and
databases, or you want to import data from another handheld, you
can transfer the data to your handheld without entering it manually.
See the online Handbook for Palm™ m500 Series Handhelds and the
online Help in Palm Desktop software for details.
Page 14 Enter Data
Chapter 3
Get to Work
Adjusting the screen
If lighting conditions make it difficult to see the information on your
handheld, you can use the backlight to adjust your screen. On Palm™
m500 series handhelds that use contrast adjustment, you can also use
the contrast control to adjust your screen.
Using the backlight
1. Press the power button for about two seconds. Release the button
when the backlight turns on.
2. Press the power button for about two seconds to turn off the
backlight.
Note: The backlight also turns off automatically after a period of
inactivity defined by the Auto-off setting. See “Setting
General preferences” later in this chapter for details.
Adjusting the contrast
1. If your m500 series handheld uses contrast adjustment, tap the
Contrast icon in the upper-right corner of the Graffiti
area.
2. Adjust the contrast setting.
®
writing
Tap to left or right of slider
to make small adjustments
Drag slider to make
large adjustments
Tip: You can also use the up and down scroll buttons on the front
of your handheld to adjust the contrast setting.
3. Tap Done.
Chapter 3 Page 15
Using Address Book
Address Book enables you to store names, addresses, phone
numbers, and other information about your personal and
business contacts.
Creating an Address Book entry
1. Press the Address Book application button on your handheld.
2. Tap New.
Tap a line
to enter
data
Tap
Done
Tap New
Tap scroll arrows to
move between pages
3. Enter the information you want to add.
Note: Your handheld automatically capitalizes the first letter of
most fields. As you enter letters, matching entries in your
Address Book appear. For example, if you have San Jose
and Saratoga in your Address Book and you enter “S,”
Saratoga appears, then as you enter “a” and “n” San Jose
replaces Saratoga. To accept the word, tap the next field.
4. After you finish entering information, tap Done.
Tip: You can also import a database into Palm™ Desktop software
and transfer it to your handheld during the next HotSync
®
operation. See the online Handbook and Palm Desktop online
Help for more information.
Page 16 Get to Work
Viewing and changing an Address Book entry
1. Tap the entry you want to view or change.
2. Tap Edit.
3. Tap Details.
Tap OK
Tap Details
4. Select any of these settings:
Show in
List
Select which information appears in the Address
list screen: Work, Home, Fax, Other, E-mail, Main,
Pager, and Mobile.
Category
Private
Assign the entry to a category.
Hide or mask this entry when Security is turned
on.
5. Tap OK.
Deleting an Address Book entry
1. Select the entry you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Address.
Note: If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip: You can also delete an entry by opening the Address Entry
Details dialog box, tapping Delete, and then tapping OK.
Chapter 3 Page 17
Using Date Book
P
Date Book lets you quickly and easily schedule appointments
or any kind of “event” associated with a time and date.
Creating an event
1. Press the Date Book application button on your handheld.
2. Select the date you want for the event.
Previous week
Next week
Tap a
day in
the
current
week
Tap to select a date
revious year
Next year
Tap a
month
Tap a
day
3. Tap the line for the time the event begins and enter a description.
4. If the event is longer or shorter than an hour, tap the time of the
event to set the duration, and then tap OK.
Tap to set hours
Tap time
to set
duration
Tap for
full day
duration
Time bar shows duration
Tap to set minutes
Tip: You can define the default duration for All Day events in
Date Book preferences.
5. Tap a blank area of the screen to deselect the event. A time bar
appears next to the time, indicating the duration of the event.
Page 18 Get to Work
Creating an untimed event
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.
1. Select the date that you want for the event.
2. Tap New.
3. Tap No Time, so that no start or end times are defined for the event.
Tip: You can also create a new untimed event by verifying no
event is selected and writing in the Graffiti writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
Tip: If you create an event and decide there is no start or end time,
you can change it to an untimed event. Tap the time of the
event in the Date Book screen, tap No Time, and then tap OK.
Chapter 3 Page 19
Creating a repeating or continuous event
The Repeat function lets you schedule events that recur at regular
intervals or extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually.
Another example is a weekly guitar lesson that falls on the same day
of the week and the same time of day. A business trip or a vacation is
an example of a continuous event.
1. Tap the event.
2. Tap Details.
3. Tap the Repeat box.
Tap
Repeat
box
4. Tap Day, Week, Month, or Year to set how often the event repeats.
Tip: For a continuous event, tap Day.
5. Enter a number on the Every line to indicate the frequency.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date, tap the End on pick list and tap Choose
Date. Use the date picker to select an end date.
7. Tap OK. A repeat icon appears to the far right of the event.
Rescheduling an event
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Page 20 Get to Work
Changing the Date Book view
t
In addition to displaying the time list for a specific day, you can also
display a whole week, a month, or an agenda.
■ Tap a view icon to display another view.
Tap for that day
Bar indicates earlier event
Week
View
icon
Month View icon
Dot indicates untimed event
Bar indicates later event
Previous/next month
Dashed line indicates continuous even
Dash on right indicates event
Cross below indicates untimed event
Appointments
To Do List items
Agenda View icon
Tip: You can also press the Date Book application button repeatedly
to display the next view.
Chapter 3 Page 21
Deleting an event
1. Select the event you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Event.
4. If you’re deleting a repeating event, tap one of the following:
Current
Future
Deletes only the current event item.
Deletes the current and all future event items and
resets the end date of the repeating event to the
last shown date.
All
Deletes all occurrences of the repeating event.
Note: If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
5. Tap OK.
Tip: You can also delete an event by deleting the text, or by
opening the Event Details dialog box, tapping Delete, and then
tapping OK.
Page 22 Get to Work
Using To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do. A record in To Do List
is called an “item.”
Creating a To Do List item
1. Press the To Do List application button on your handheld.
2. Tap New.
Enter
description
Tap to
select
priority
Tap New
3. Enter a description. The text can be longer than one line.
4. (Optional) Tap the Priority number on the left side of the item and
set the Priority number (1 is most important).
Note: When you create a new To Do List item, its priority is
automatically set to level 1. If you select another item first,
however, the item you create appears beneath the
selected item with the same priority as the selected item.
5. Tap anywhere on the screen to deselect the To Do List item.
Tip: You can also create a new item by writing in the Graffiti
writing area while no other To Do List item is selected.
Chapter 3 Page 23
Changing a To Do List item
1. Tap the text of the item you want to change.
2. Tap Details.
Tap here
3. Tap the Due Date pick list and select a date for the item:
Today
Tomorrow
One week
later
No Date
Choose date
Assigns the current date.
Assigns tomorrow’s date.
Assigns the date exactly one week from today.
Removes the due date from the item.
Opens the date selector, where you can choose
any date that you want for the item.
4. Tap OK.
Tip: If you turn on the Show Due Dates option in the To Do Show
Options dialog box, you can tap directly on the due date in the
To Do List to open the Due Dates pick list.
Page 24 Get to Work
Marking a To Do List item complete
■ Tap the check box on the left side of the item.
Completed
To Do item
Tip: You can set the To Do List Show Options to record the date
you complete an item, and you can choose to show or hide
completed items.
Deleting a To Do List item
1. Select the item you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Item.
Note: If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip: You can also delete an item by opening the To Do Item Details
dialog box, tapping Delete, and then tapping OK.
Chapter 3 Page 25
Using Note Pad
Note Pad provides a place to take notes directly on the screen
in your own handwriting. You can assign each “note” a title
and store up to 999 notes on your handheld.
Creating a note
1. Press the Note Pad application button on your handheld.
Note: If Note Pad is already running, tap New.
Enter Graffiti
title here
Write
information
here
Pen selector
2. Write the information directly on the handheld screen.
Tip: Tap the pen selector to choose a different pen width, or
choose the eraser to remove unwanted strokes.
3. (Optional) Tap the time at the top of the screen and enter a title
using Graffiti characters.
4. Tap Done.
Deleting a note
1. Select the note you want to delete.
2. Tap Delete.
3. Tap OK.
Tip: You can also delete a note by opening it, selecting Delete Note
from the Record menu, and then tapping OK.
Transcribing a note
You can use Palm Desktop software to view your notes and enter
them in other applications.
Page 26 Get to Work
1. Perform a HotSync operation. See “Synchronizing data:
Performing the first HotSync operation” in Chapter 1 for details.
2. Open Palm Desktop software:
Windows.
Macintosh.
Launch the Palm Desktop icon on your desktop.
Double-click the Palm Desktop icon in the Palm
folder.
3. Open the Note Pad window:
Windows.
Macintosh.
Click the Note Pad icon in the Palm Desktop window.
Double-click the Note Pad icon in the Palm folder.
4. Enter the information in the appropriate application in Palm
Desktop software.
5. Perform another HotSync operation to transfer the information to
your handheld.
Using Memo Pad
Memo Pad provides a place to store information that is not
associated with Date Book, Address Book, or To Do List. A
record in Memo Pad is called a “memo.” Each memo can
contain up to 4,000 Graffiti characters. The number of memos
you can store is dependent only on the memory available on
your handheld.
1. Tap the Applications icon .
2. Tap the Memo Pad icon to display the Memo list.
3. Tap New.
Tap New
Chapter 3 Page 27
4. Use Graffiti characters to enter the text you want to appear in the
memo. Use the carriage return stroke to move down to new lines
in the memo.
Note: The first letter is automatically capitalized.
5. Tap Done.
Tip: You can also create a new memo by writing in the Graffiti
writing area from the Memo list screen.
Reviewing and changing a memo
1. In the Memo list, tap the text of the memo.
Tap a
memo to
review its
contents
2. Review or edit the text in the memo.
3. Tap Done.
Deleting a memo
1. Select the memo you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Memo.
Note: If you want to save a copy of the deleted memo to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip: You can also delete a memo by opening the Memo Details
dialog box, tapping Delete, and then tapping OK.
Page 28 Get to Work
Using Clock
Clock enables you to quickly view the time and date, and to
set an alarm to sound during the next 24-hour period.
Viewing the time and date
Do one of the following:
■ Tap the Clock icon in the upper-left corner of the Graffiti
writing area.
■ Tap the Applications icon , and then tap the Clock icon .
Tap here
Note: You can also set your handheld to display the time in
different formats. See “Changing Formats preferences”
later in this chapter for details.
Chapter 3 Page 29
Setting an alarm
1. Tap the Alarm box to open the Set Alarm dialog box.
Note: If you do not see the Alarm box, tap the Settings button.
Tap to set
hours
Tap to set
minutes
2. When the Alarm reminder message appears, tap OK, Snooze, or Go
To.
Tap to
dismiss
alarm
Tap to be
reminded in
5 minutes
Tap to
open
Clock
Note: If you tap Snooze, an asterisk blinks in the upper-left corner of the
screen until you dismiss the alarm.
Tip: To choose a different alarm sound, tap the Menu icon, tap Alarm
Preferences, and then tap the Sound pick list.
Page 30 Get to Work
Using Mail
Mail lets you manage the e-mail that you send and receive
through the E-Mail application on your desktop computer. You
can read, reply to, compose, and delete e-mail on your
handheld; but to send or receive e-mail, you must perform a
HotSync
Note: Before using Mail, you must set up Palm™ Desktop software
for use with your Windows desktop E-Mail application. See
the online Handbook for Palm™ m500 Series Handhelds for
details.
Viewing e-mail items
The Message list displays a list of your incoming e-mail items, who
sent them, and the date they were received. E-mail items you’ve read
have a check next to them. High-priority e-mail items appear in bold.
1. Tap the Applications icon .
2. Tap the Mail icon .
®
operation.
Previously
read
Chapter 3 Page 31
Opening an e-mail item
■ Tap an e-mail item to open it.
Recipient
Subject
■ Tap Done to close the e-mail item.
Header mode icons
Sender
Time and date sent
E-mail body
Creating e-mail items
You create e-mail items with your handheld the same way you create
e-mail with your desktop E-mail application: you identify the
recipient(s) of the e-mail item, define a subject, and create the body of
the e-mail item.
1. Tap New.
Tap
New
Tip: You can also create an e-mail item by tapping New from
the Message menu.
Page 32 Get to Work
2. Enter the e-mail address of the recipient.
Note: Enter the address as if you were entering it from your
desktop E-Mail application. For example, network users
sending an e-mail item to a user on the same network do
not need to add Internet information, such as
@mycorp.com.
3. To send a copy of this e-mail item to additional recipients, tap the
CC: field, and then enter the e-mail addresses of the additional
recipients, separating the addresses with a comma followed by a
space.
4. Tap the Subj: field and enter a subject for your e-mail item.
5. Tap the Body: field and enter the text of your e-mail item.
Chapter 3 Page 33
Tip: If the address, CC, subject, or body exceeds the capacity
of the screen display, tap the name of the field (for
example, tap “To:”) to expand that field. Tap the Done
button to return to the New Message screen.
Tap the name of the field to open
Tap to return to New Message
screen
Replying to an e-mail item
1. Tap an e-mail item in the Message list to display it onscreen.
2. Tap Reply.
3. Select whom you want to receive the reply: Sender only, All
recipients, or someone who didn’t see the original e-mail item
(Forward).
4. Select whether you want to include original text or comment
original text.
5. Tap OK.
6. Enter the text of your reply.
7. Tap Send to place your reply in the Outbox.
Deleting e-mail
Your handheld stores deleted e-mail in the Deleted folder until you
Page 34 Get to Work
perform the next HotSync operation. If you delete an e-mail item from
the handheld, it is also deleted from your desktop E-Mail application
when you perform the next HotSync operation.
1. Open the e-mail item you want to delete.
2. Tap Delete.
Purging deleted e-mail
Because your handheld stores deleted e-mail in the Deleted folder until
you perform a HotSync operation, deleted e-mail can monopolize
storage space. To avoid or correct this problem, purge the contents of
your Deleted folder. E-mail that you purge is still deleted from your
desktop E-Mail application when you perform the next HotSync
operation.
1. Tap the Menu icon .
2. Tap Message, and then tap Purge Deleted.
3. Tap Yes.
Note: You cannot restore e-mail items after you purge them.
Chapter 3 Page 35
Using Preferences and other settings
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. You can change the settings to show a list of applications.
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
Tip: You can return to the same category of applications each time you
open the Applications Launcher by selecting the Remember Last
Category check box.
5. Tap OK.
Changing fonts
In most applications you can change the font style to make text easier to
read. You can choose a different font style for each application.
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Font.
Tap here for bold font
Tap here for large font
Tap here for small
4. Tap OK.
Small font
Bold font
Large font
Page 36 Get to Work
Setting Date and Time preferences
Use the Date and Time Preferences screen to set the date, time, time
zone, and Daylight Saving option on your handheld.
1. Tap the Applications icon .
2. Tap the Preferences icon .
3. Tap the pick list in the upper-right corner and select Date and
Time.
To set the date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap
arrows
to
select
year
Tap to
select
month
Tap to set date
Tap to select date
3. Tap a month.
4. Tap the current date.
To set the time:
1. Tap the Set Time box.
2. Tap the up or down arrows to change the hour.
3. Tap each number of the minute, and then tap the arrows to change
them.
Note: Your handheld can also display time based on a 24-hour clock.
Chapter 3 Page 37
See “Changing Formats preferences” later in this section.
4. Tap OK.
To set the time zone:
1. Tap the Set Time Zone box.
2. Tap a time zone.
Tip: When you travel, changing the current time zone setting to a
new time zone setting automatically resets the date and time
on your handheld.
3. Tap OK.
To set the daylight saving switch:
■ Tap the Daylight Saving pick list, and then tap Off or On.
Setting General preferences
You can set your handheld’s auto shutoff interval, charging option,
alarm options, and sounds. You can also prohibit anyone from
beaming information to your handheld.
1. Tap the Applications icon .
2. Tap the Preferences icon .
Page 38 Get to Work
3. Tap the pick list in the upper-right corner and select General.
Tap
arrow to
select
General
Tap to
set
alarm
options
Tap to bar incoming beams
Tap to set delay time
Tap to keep handheld
on while charging
Tap to set sound level
Note: You can set alarms to notify you of entries in your Clock, Date
Book and Note Pad applications. See the online Handbook for
Palm™ m500 Series Handhelds for details.
Changing Formats preferences
Use the Formats Preferences screen to set the country default and the
display format of the dates, times, and numbers on your handheld.
1. Tap the Applications icon .
2. Tap the Preferences icon .
3. Tap the pick list in the upper-right corner and select Formats.
Tap arrow
to select
Formats
Tap to set number format
Tap to set country
Tap to set time
and date formats
Tap to set day
week starts
Beaming information
You can use the IR (infrared) port on your handheld to beam the
following information to another Palm OS
Chapter 3 Page 39
®
handheld that’s close by
and also has an IR port:
■ The record currently displayed in Date Book, Address Book, To Do
List, Note Pad (if installed on the other handheld), or Memo Pad
■ All records of the category currently displayed in Address Book,
To Do List, Note Pad (if installed on the other handheld), or Memo
Pad
■ A special Address Book record you designate as your business
card that contains information to exchange with business contacts
■ An application installed in RAM memory or on an expansion card
Note: You can also perform HotSync operations using the IR port.
Beaming data
1. Locate the record or category you want to beam.
2. Tap the Menu icon .
3. Tap Record, and then tap the appropriate Beam command.
4. When the Beam Status dialog box appears, point the IR port on the
top of your handheld at the IR port of the receiving handheld.
5. Wait for the Beam Status dialog box to indicate the transfer is done.
Beaming applications
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Beam.
4. Tap the Beam from pick list, and then select Handheld or Card. To
beam an application from a card, you must have a card inserted
into the expansion card slot.
5. Tap the application you want to transfer.
6. Tap Beam.
7. When the Beam Status dialog box appears, point the IR port on the
top of your handheld at the IR port of the receiving handheld.
8. Wait for the Beam Status dialog box to indicate the transfer is done.
Page 40 Get to Work
Receiving beamed information
1. Turn on your handheld.
2. Point the IR port on the top of your handheld at the IR port of the
transmitting handheld.
Tap arrow to assign
incoming information
to a category
3. Tap Yes.
Beaming your business card
1. Create an Address Book entry with your business card
information.
2. Tap the Menu icon .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
5. Press the Address Book application button for about two
seconds to beam your business card.
Note: Once you complete steps 1 through 4, you do not need to
repeat this process. Simply press the Address Book
application button for about two seconds.
Beaming Tips
■ For best results, Palm handhelds should be between 10 centimeters
(approximately 4 inches) and 1 meter (approximately 39 inches)
apart, and the path between the two handhelds must be clear of
obstacles. Beaming distance to other Palm OS handhelds may be
different.
■ Some applications are copy-protected and cannot be beamed.
These are listed with a lock icon next to them.
■ You can set the full-screen pen stroke to beam the current entry.
See the online Handbook for details.
■ You can draw the Graffiti Command stroke to activate the
Command toolbar, and then tap the Beam icon.
Chapter 3 Page 41
■ You can use the Graffiti Command stroke /B to beam the current
entry.
Installing add-on applications
You can install a variety of third-party applications on your handheld
or on an expansion card that is seated in the expansion card slot
during a HotSync operation. To find the bonus add-on applications
that come with your handheld, go to the Add-on folder on the Palm
Desktop software CD-ROM. To learn about thousands of other addon applications, go to the web site:
Note: Any game or application that you install on your handheld
resides in RAM memory; you can delete them at any time.
Installing applications using a Windows computer
1. Copy or download the application you want to install into the
Add-on folder in your Palm Desktop directory on your computer.
(If the application is compressed, expand it into this folder.)
2. Double-click the Palm Desktop icon on your desktop.
3. Click Install.
Tip: You can also access the Install Tool dialog by
selecting Install Tool from the Palm Desktop
program group or by double-clicking any file
with a PRC, PDB, or PNC file extension.
http://www.palm.com.
Click here to
select your
user name
Click Add
to select
applications
to install
Click here to
change
application
destinations
Page 42 Get to Work
4. When the Open dialog box appears, select the application(s) you
want to install on your handheld or an expansion card and then
click Open.
Click to
move
applications
between
your
handheld
and an
expansion
card
5. If you need to change the destination of the application you are
installing, click Change Destination on the Install Tool window,
and then use the arrows to move applications between your
handheld and an expansion card.
6. Click OK to close the Change Destination window.
7. Click Done to close the Install Tool window.
8. Perform a HotSync operation to install the selected application(s).
Chapter 3 Page 43
Installing applications using a Macintosh
1. Copy or download the application you want to install into the
Add-on folder in your Palm folder on your Macintosh.
Note: If the software is compressed, expand it into this folder.
2. Double-click the Hotsync Manager icon in the Palm folder.
3. From the HotSync menu, choose Install Handheld Files.
User pop-up menu
Click Add to
List to select
applications
to install
Click to
move
applications
between
your
handheld
and an
expansion
card
4. From the User pop-up menu, select your user name.
5. Click Add to List.
Select Add-on folder
Select
application
to install
Tap Add File
6. Select the Add-on folder from the pop-up menu.
7. Select the application you want to install.
8. Click Add File to add the selected application to the Install
Handheld Files list.
Page 44 Get to Work
9. If you need to change the destination of the application you are
installing, click Change Destination on the Install Handheld Files
window, and then use the arrows to move applications between
your handheld and an expansion card.
Click to move
applications
between your
handheld and
an
expansion
card
10. Click OK to close the Change Destination window.
11. Close the Install Handheld Files window.
12. Perform a HotSync operation to install the selected application(s)
on your handheld.
Resetting your handheld
If your handheld does not respond to buttons or tapping the screen,
you need to perform a reset to get your handheld running again.
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over
again while retaining all records and entries stored in your handheld.
■ Use the reset tip tool, or the tip of an unfolded paper clip (or similar
object without a sharp tip) to gently press the reset button inside the
hole on the back panel of your handheld.
Chapter 3 Page 45
Reset button
Tip: The stylus that comes with your handheld has a reset tip
inside. To use it, unscrew the metal barrel from the stylus
quill.
Performing a hard reset
Important: With a hard reset, all records and entries stored in your
handheld are erased. Never perform a hard reset unless a
soft reset does not solve your problem. You can restore
any data previously synchronized with your computer
during the next HotSync operation.
1. Hold down the power button on the front panel of your handheld.
2. While holding down the power button, use the reset tip tool, or the
tip of an unfolded paper clip (or similar object without a sharp tip)
to gently press and release the reset button.
3. Wait for the Palm™ logo to appear and release the power button.
4. When a message appears warning that you are about to erase all
the data stored on your handheld, do one of the following:
Press the upper scroll button on the front panel of the handheld
to complete the hard reset and display the Digitizer screen.
Press any other button to perform a soft reset.
Page 46 Get to Work
Chapter 4
Frequently Asked Questions
If you encounter a problem with your handheld, try the suggestions in
this section, and the suggestions in the “Frequently Asked Questions”
chapter in the online Handbook before contacting Technical Support.
If you are still having problems, contact Technical Support. For US
and International telephone numbers, see the Worldwide Customer
Support card that comes with your handheld or go to
http://www.palm.com.
Note: There are thousands of third-party applications available for
Palm OS
contact the software developer directly.
I don’t see anything on my handheld screen
1. Press an application button to ensure your handheld is turned on.
2. If your handheld enables contrast adjustment, tap the Contrast
icon in the upper-right corner of the Graffiti
Contrast dialog box appears, adjust the contrast by holding down
the up scroll button for a few seconds. If this doesn’t work, hold the
down scroll button for a few seconds.
®
handhelds. For questions and support, please
®
writing area. If the
3. Make sure the battery is properly charged.
4. Perform a soft reset. Use the reset tip tool, or the tip of an unfolded
paper clip (or similar object without a sharp tip) to gently press the
reset button on the back of your handheld.
5. If your handheld still doesn’t turn on, perform a hard reset by
holding down the power button while doing a soft reset. Wait for
the Palm
want to continue and erase all your data, press the up scroll button.
Important: With a hard reset, all records and entries stored in your
Chapter 4 Page 47
™
logo to appear, then release the power button. If you
handheld are erased. Never perform a hard reset unless a
soft reset does not solve your problem. You can restore
any data previously synchronized with your computer
during the next HotSync
Handbook for instructions on restoring your data.
®
operation. See the online
I can’t complete a HotSync operation
The first step in diagnosing HotSync problems is to determine if your
handheld and computer are able to communicate with each other.
1. Connect your handheld to the HotSync cradle.
2. Confirm that HotSync Manager is running and enabled.
Windows.
On the Windows desktop, double-click the Palm
Desktop icon, click the HotSync icon on the taskbar and
make sure Local USB (or Local Serial if you are using a serial
cradle) is checked on the menu. If not, click it to insert a check
mark.
Macintosh.
Double-click the HotSync Manager icon in the Palm
folder. Click the HotSync Controls tab and make sure the Enabled option is selected.
3. Press the HotSync button on the cradle.
4. Watch your monitor to see if the HotSync Progress dialog box
appears (you may also hear the HotSync tones on your handheld).
If the HotSync Progress dialog box does not appear, your handheld and computer are not communicating. See “Troubleshooting communication problems” later in this chapter.
If the HotSync Progress dialog box appears, your handheld and
computer are communicating. See “Troubleshooting data synchronization problems” later in this chapter.
Troubleshooting communication problems
Check your connections:
1. Check the contact points on your handheld and on the HotSync
cradle and make sure they are clean and free from obstruction.
2. Make sure that your handheld is seated firmly on the HotSync
cradle. Gently rock it back and forth to ensure it is making contact.
3. Check the HotSync cradle connection on the back of your
computer to make sure it is properly attached.
4. Perform a HotSync operation. Continue if you’re still having
problems.
Page 48 Frequently Asked Questions
Check your handheld settings:
1. Turn on your handheld and tap the Applications icon .
2. Tap the HotSync icon .
3. Tap Local above the HotSync icon and select Cradle Connection
from the pick list below the HotSync icon.
4. Tap the HotSync icon to perform a HotSync operation. Continue if
you’re still having problems.
Check your Windows computer settings:
1. Right-click the My Computer icon on your Desktop and select
Properties.
2. Click the Hardware tab, and then click Device Manager.
3. Click Ports.
4. If the port you are using for the HotSync cradle shows an
exclamation point, you have a hardware conflict. To resolve this,
consult the documentation that came with your computer.
Check your Macintosh settings:
1. Double-click the HotSync Manager in the Palm folder.
2. Click the Port Settings tab.
3. Make sure Local is selected and that the port selection matches the
port where your HotSync cradle is attached.
Troubleshooting data synchronization problems
If your data does not appear on your handheld and in the Palm
Desktop software after a HotSync operation, try the steps in this
section.
Note: If you are attempting to synchronize with applications other
than the Palm™ Desktop software (e.g., Microsoft Outlook,
Lotus Notes, etc.) using a third-party conduit, please consult
the documentation that was provided with that conduit.
Check your desktop configuration:
1. Make sure you selected the user name that matches your
handheld.
2. Make sure the date on your computer matches the date on your
handheld.
Check the HotSync log:
1. Open the HotSync log.
Chapter 4 Page 49
Windows.
Click the HotSync icon on the taskbar and select View
Log from the menu.
Macintosh.
Double-click the HotSync Manager in the Palm fold-
er and choose View Log from the HotSync menu.
2. Ensure that all applications are marked OK. If not, continue to the
next section to check your conduit settings.
Check your conduit settings on a Windows computer:
1. Click the HotSync icon on the taskbar and select Custom.
2. Select the user name that matches the handheld you are attempting
to synchronize.
3. Ensure that the application conduits (other than Backup and
Install) are set to Synchronize the Files.
Check your conduit settings on a Macintosh:
1. Double-click the HotSync icon in the Palm folder.
2. From the HotSync Manager menu, choose Conduit Settings.
3. Select the user name that matches the handheld you are attempting
to synchronize.
4. Ensure that the application conduits (other than Backup and
Install) are set to Synchronize the Files.
Page 50 Frequently Asked Questions
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