Palm m550 User Manual

Handbook for

Palm

™

Tungsten

Handhelds

™

T

Copyright

© 1998-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, and Palm OS are registered trademarks, and
the HotSync logo, Palm, Palm Powered, the Palm logo, and Tungsten are trademarks of Palm, Inc. Palm,
Inc. uses the Bluetooth trademark under express license from Bluetooth SIG, Inc., U.S.A. All other brands
are 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 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.

PN: 406-4438A-US

Contents

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

Chapter 1: Setting Up Your Palm™ Tungsten™ T Handheld . . . . . . . . . . . . 3

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

Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 4

Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Internet access requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Step 1: Connect the HotSync cradle/cable to the computer . . . . . . . . . . . . . . . . 5

Step 2: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Step 3: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Step 4: Install software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Step 5: Perform a HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Step 6: Register your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Locating handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Opening and closing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Locating top panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using the protective cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Adding an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Entering Data on Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . 21

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

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Capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Symbol characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Beaming tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Sending data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Sending data with Bluetooth communication . . . . . . . . . . . . . . . . . . . . . . . . 33

Sending data with SMS communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Using Voice Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Using a portable keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Other ways to open applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 46

Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Choosing a menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Receiving and alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Changing Address Entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Making connections from Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Using Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Performing calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Viewing Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Using Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Chapter 7: Using Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Reviewing Card Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Managing expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Using Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Card menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Selecting an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

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Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Using Date Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . 111

Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Using Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Changing Note Pad color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

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Chapter 12: Using Phone Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

What can you do with a phone connection? . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Setting up a phone connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Configuring network service settings for your phone . . . . . . . . . . . . . . . . 127

Updating the phone files on your handheld . . . . . . . . . . . . . . . . . . . . . . . . 130

Using phone connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Setting To Do Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Using To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Chapter 14: Using Voice Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating a voice memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Recording a voice memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Pausing and resuming a voice memo recording . . . . . . . . . . . . . . . . . . . . . 141

Storing voice memos on an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . 142

Listening to voice memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Setting an alarm for a voice memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Using Voice Memo menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

V Memo menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Chapter 15: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Modifying a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

vii

Contents

Chapter 16: Performing HotSync® Operations . . . . . . . . . . . . . . . . . . . . . 157

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Conducting cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . 162

Performing a cradle/cable HotSync operation: Windows computers . . . 162

Performing a direct HotSync operation: Mac computers . . . . . . . . . . . . . 165

Conducting IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 167

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 170

Conducting modem HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Preparing your computer for a modem HotSync operation . . . . . . . . . . . 171

Preparing your handheld for a modem HotSync operation . . . . . . . . . . . 173

Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 175

Performing a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Conducting Bluetooth HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Preparing your computer for a Bluetooth HotSync operation . . . . . . . . . 176

Preparing your handheld for a Bluetooth HotSync operation . . . . . . . . . 177

Performing a Bluetooth HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . 178

Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . 179

Performing a network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Performing the first HotSync operation with a user profile . . . . . . . . . . . 184

viii

Chapter 17: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 187

Setting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Setting Communication Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Bluetooth Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Network preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Phone Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Contents

Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

HotSync buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 241

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Prolonging battery life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 247

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Beaming and sending problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

Phone connection problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

ix

Contents

x

About This Book

Congratulations on your purchase of a Palm™ Tungsten™ T handheld. This
handbook is designed to quickly familiarize you with your handheld. It describes
all you need to know about how to use your handheld and the applications that
come with it. It guides you through:

■ Locating all the parts of your handheld

■ Viewing and entering data

■ Setting up Bluetooth features

■ 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 guide for less common tasks, for
maintenance of your handheld, and for any problems that might arise as you
operate your handheld.

1

About This Book

2

CHAPTER 1

Setting Up Your

Palm™ Tungsten™ T Handheld

Your new Palm™ Tungsten™ T handheld enables you to do the following:

■ Access your data and view or look up information with one hand, using the

navigator

■ Capture thoughts while you’re on the go, with the voice recorder

■ Exchange data with other Bluetooth-enabled devices such as phones, PCs,

printers, networks, and more (other Bluetooth-enabled devices sold separately)

■ Share data, make backups, and extend storage capacity with optional expansion

cards (expansion slot included; expansion cards sold separately)

■ View clear, sharp, colorful images on the high-resolution screen

■ Stay organized and on time by keeping your appointments, contact

information, and to-do items in one place

■ Quickly jot notes or memos on the fly

■ Access the Internet and browse or search your favorite web sites

■ Send, receive, and compose e-mail and SMS messages

To use the Bluetooth communication, Internet, e-mail, and SMS features, you must
install the software from the Software Essentials CD-ROM onto your handheld and
have a mobile phone that supports infrared or Bluetooth communication. Web
browsing and e-mail applications also require Internet access, see “Internet access

requirements” later in this chapter for details.

3

Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld

System requirements

To install and operate Palm™ Desktop software, your computer system must meet
the requirements described in this section.

Minimum requirements: Windows computers

The minimum requirements for Windows computers are as follows:

■ IBM-compatible Pentium-class computer

■ One of the following operating systems:

– Windows 95 with SR2 or later and Winsock2 update (requires a serial

cradle/cable, sold separately)

– Windows NT 4.0 Workstation and SP6 or later (requires a serial cradle/

cable— sold separately and administrator rights to install Palm Desktop
software)

–Windows 98

–Windows ME

– Windows 2000 Pro (requires administrator rights to install Palm Desktop

software)

– Windows XP Home or Pro (requires administrator rights to install Palm

Desktop software)

■ Internet Explorer 4.01 with SP2 or later

■ 50 megabytes (MB) available hard disk space

■ VGA monitor or better (Palm Desktop software Quick Tour requires 256-color

video display; 16 Bit or High Color, and 800 x 600 resolution recommended)

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

www.palm.com)

from

■ Mouse

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

Minimum requirements: Mac computers

The minimum requirements for Mac computers are as follows:

■ Mac computer or compatible with a PowerPC processor

■ Mac OS 9, version 9.0 or later with 12MB available memory or Mac OS X,

version 10.1.2 or later

.

■ 25MB available hard disk space

■ Monitor that supports screen resolution of 800 x 600 or better

4

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

www.palm.com

from

■ Mouse

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

compatible with Mac OS 9 only)

Internet access requirements

The requirements for Internet access are as follows:

■ Any one of the following:

– A Bluetooth-enabled mobile phone

– An IR-enabled mobile phone

– A mobile phone with a cable that connects to your handheld

– A modem accessory for your handheld

– A Bluetooth network connection with Internet access

Step 1: Connect the HotSync cradle/cable to the computer

).

■ An account with an ISP, or Internet service provided by your company

■ A web browser (included on the Software Essentials CD-ROM) or another

application that enables you to access e-mail, news, stock quotes, or other
Internet content (sold separately at

www.palm.com

)

Upgrade information

If you already own a Palm OS® handheld, go to the web site

support/tungstent

for upgrade instructions.

Step 1: Connect the HotSync cradle/cable to the computer

a. Locate the USB icon and ports on your computer.

b. Plug the USB connector into a USB port on your computer.

c. Connect the adapter cable to the back of the cradle/cable.

NOTE

cradle itself.

d. Plug the adapter into a working electric outlet.

Your adapter may connect to the back of the USB connector, not to the

www.palm.com/

5

Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld

Windows 95 and NT users cannot use a USB cradle/cable and port. You must use
a cradle with a serial port connection (sold separately).

USB icon

USB port

USB connector

Step 2: Charge your handheld

a. Place your handheld in the cradle/cable for two hours for an initial charge.

Your handheld’s indicator light glows steady green when it is charging.

b. After is it is charged, remove the handheld from the cradle/cable by gently

tilting it forward and then lifting it from the cradle/cable.

Once your handheld is setup and in daily use it requires about 15 minutes of
charge time for each hour of use. To keep the battery fully charged, we recommend
placing your handheld in a cradle/cable that is connected to a power source
whenever you are not using it.

Step 3: Set up your handheld

a. Press the power button to turn on your handheld.

If your handheld did not turn on, see “Operating problems” in Appendix B.

b. Gently press the top of the stylus to release it from the slot, and then remove it

from the slot.

6

c. Hold the stylus like you would a pen or pencil, and use it to follow the onscreen

directions.

Step 4: Install software

a. Insert the Desktop Software CD-ROM into your computer’s CD-ROM drive.

b. Windows: Follow the onscreen instructions which guide you through installing

Palm Desktop software and entering your handheld business card information.

Step 4: Install software

Mac: Double-click the Desktop Software CD-ROM icon that appears on the

desktop, and then double-click the Palm Desktop Installer icon.

Step 5: Perform a HotSync operation

Windows: When prompted, place your
handheld in the cradle/cable and press the
HotSync button.

Mac: After the installation finishes, place
your handheld in the cradle/cable and
press the HotSync button.

7

Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld

Step 6: Register your handheld

Windows: When the first HotSync operation is complete, the installer displays

screens where you can select product registration options. After you complete
these screens, the Congratulations! screen appears.

Congratulations!

You’ve set up your handheld, installed Palm Desktop software, and performed
your first HotSync operation. If you’re using a Windows computer, you also
installed the Palm Desktop software Quick Tour, created your handheld business
card, and registered your handheld. For comprehensive information about using
your handheld, continue reading this electronic handbook.

For more information about using Palm Desktop software, see the following:

■ The online help for Palm Desktop software. To access the online help, go to the

Help menu in Palm Desktop software.

■ Windows: The Palm Desktop software Quick Tour. To access the Palm Desktop

software Quick Tour, go to the Help menu in Palm Desktop software

■ Mac: The electronic Palm Desktop Software for the Macintosh User’s Guide. To

access this guide, open the Palm folder, and then open the Documentation
folder. Double-click the file Palm Desktop.pdf.

8

CHAPTER 2

Exploring Your Handheld

Your Palm™ Tungsten™ T handheld can help you stay organized, on time, and
up-to-date with daily tasks while you are away from your desk. Use your new
handheld to do the following:

■ Enter your schedule in Date Book.

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

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

■ Jot quick notes directly on the screen in Note Pad.

■ Record thoughts and listen to them later in Voice Memo.

■ Track your expenses and create expense reports in Expense.

■ Set alarms from World Clock, Date Book, Note Pad, and Voice Memo to keep

yourself on schedule and remind yourself of appointments and notes.

■ Set preferences for how you receive alarms: hearing a sound, seeing a blinking

indicator light, or feeling your handheld vibrate. Choose any combination.

■ Synchronize your data with Palm™ Desktop software on your Windows or

Mac computer so you always have a backup copy.

■ Insert an SD or MultiMediaCard expansion card to add more software or

memory, or to back up your data.

■ Connect your handheld with a mobile phone to access the Internet and

exchange e-mail messages.

■ Share information with other devices that are Bluetooth-enabled or that have an

infrared (IR) port.

When you install the software from the Software Essentials CD-ROM that comes
with your handheld, your handheld can also help you stay in touch, play games,
and access mobile office productivity tools. This additional software enables you
to use your handheld to do the following:

■ Play games with Bluetooth-enabled devices.

■ Compose, send, and receive e-mail and SMS messages when you connect your

handheld with a mobile phone (sold separately).

■ Browse or search the Internet when you connect your handheld with a mobile

phone (sold separately).

9

Chapter 2 Exploring Your Handheld

■ View photographs and other images.

■ Read books or other documents.

Locating handheld components

Take a few moments to learn how to access and locate the components of your
handheld.

Opening and closing your handheld

When your handheld is open, you can access additional controls on the front and
back panels. You can use your handheld in either the open or closed position.

To open your handheld:

■ Slide the bottom portion of your handheld away from the screen.

10

To close your handheld:

■ Slide the bottom portion of your handheld toward the screen.

Locating front panel controls

Headphone
jack

Locating handheld components

Speaker

Microphone

Voice Memo
application button

®

Graffiti
area

Headphone jack

Speaker

writing

Screen

Navigator

Note Pad

To D o L i st

Date
Book

Address
Book

Application buttons

Enables you to connect a standard 3.5mm stereo headset
(sold separately) to your handheld for use with audio
applications.

Enables you to listen to alarms, voice memos, and game
sounds on your handheld.

Microphone

Screen

Graffiti writing area

Navigator

Application buttons

Serves as an audio input device for applications such as
Vo ic e M em o .

Displays the applications and information stored in your
handheld. It is touch sensitive, and it responds to the stylus.

The area where you write letters and numbers using the
Graffiti alphabet. See “Using Graffiti writing to enter data”
in Chapter 3 to learn how to write Graffiti characters.

Enables you to select and display records on your handheld
screen. See “Using the navigator” later in this chapter for
additional information, and look for tips throughout this
handbook.

Activates the individual handheld applications that
correspond to the icons on the buttons: Date Book, Address
Book, To Do List, Note Pad, and Voice Memo. See “Buttons

Preferences” in Chapter 17 for details on reassigning these

buttons to activate any application on your handheld.

11

Chapter 2 Exploring Your Handheld

Locating top panel components

Indicator light

Indicator light

Power button/
backlight control

Expansion
card slot

Stylus

IR port

Serves as an alert for Date Book, World Clock, Note Pad, or
Voice Memo alarms. It also indicates the battery-charging
status when your handheld is in the cradle/cable.

Power button/
backlight control

Expansion card slot

Stylus

IR port

Turns your handheld on or off and controls the backlight
feature. If your handheld is turned off, pressing the power
button turns the handheld on and returns you to the last
screen you viewed.

If your handheld is turned on, you can turn it off by pressing
the power button. Pressing and holding the power button for
about two seconds turns the backlight on or off.

Accepts SD or MultiMediaCard expansion cards, enabling
you to back up data, add more memory, or use additional
applications.

Slides in and out of the slot on the top of your handheld. To
use the stylus, gently press the top of the stylus to release it
from the slot, and then pull it out of the slot and hold it as
you would a pen or pencil.

Uses infrared technology to transmit data to and receive data
from other infrared-enabled devices and to perform
HotSync

®

operations. See “Beaming data” in Chapter 3 and
see “Conducting IR HotSync operations” in Chapter 16 for
more information.

12

Using the backlight

If lighting conditions make it difficult for you to see the information on your
handheld, you can adjust the brightness of the screen backlight or turn it off. The
backlight remains on until you turn it off. Turning the backlight off conserves
battery power.

To adjust the brightness of the backlight:

1. Tap the Brightness icon in the upper-right corner of the Graffiti writing area.

2. Tap the Enable Backlight check box to select it.

3. Drag the slider to adjust the brightness.

TIP

4. Tap Do n e.

To turn the backlight on and off:

■ Press and hold the power button for about two seconds or until the backlight

turns off or on.

Locating handheld components

You can also press Up or Down on the navigator to adjust the brightness.

In addition, you can assign the full-screen pen stroke to activate the

TIP

backlight. See “Pen preferences” in Chapter 17 for details.

Locating back panel components

Universal
connector

Reset
button

Attach
points

13

Chapter 2 Exploring Your Handheld

Reset button

Attach points

Universal connector

Using the protective cover

The cover protects your handheld screen when it is not in use. When the cover is
on, you can still view information on your handheld and use the navigator to
navigate through your data and accomplish tasks.

Resets your handheld. Under normal use, you should not
have to use the reset button. See “Resetting your handheld”
in Appendix A for information about when and how to use
the reset button.

Enable you to connect optional accessories to your
handheld, such as a modem or sled. These accessories are
sold separately and are typically available from third-party
developers.

Connects your handheld to the cradle/cable, which in turn
connects to the back of your computer and through the AC
adapter to the wall current. This enables you to recharge
your handheld as well as update the information between
your handheld and your computer, using HotSync
technology.

The universal connector also connects peripheral hardware
devices to your handheld.

To remove the cover:

1. Gently lift one of the cover tabs from the side of your handheld.

Cover tab

14

Adding an expansion card

2. Store the cover by aligning the cover tabs with the notches on the sides of your

handheld, and then gently pressing it onto the back of your handheld.

Adding an expansion card

An expansion card (sold separately) increases the variety of tasks you can do and
the amount of space you have to store software and data on your handheld.

To insert a card:

1. Insert the card into the expansion slot with the label side facing the display.

2. Push the card in with your thumb. You feel the card lock and hear the system

sound.

Push

15

Chapter 2 Exploring Your Handheld

To r em o ve a c ar d:

1. Push lightly against the card with your thumb.

When the card is released, you hear the system sound.

2. Slide the card out of the expansion slot.

Push

For complete information about working with expansion cards, see Chapter 7.

Tapping and typing

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 you use to get things done on
your handheld.

The first time you start your handheld, the setup instructions appear on the screen.
These instructions include a calibration screen. Calibration aligns the internal
circuitry of your handheld with its touch-sensitive screen so that when you tap an
element on the screen, the handheld can detect exactly which task you want to
perform.

IMPORTANT

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

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

■ Open applications.

■ Select menu commands.

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

16

■ 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 drag the stylus to select text. You can also use the stylus to drag the slider
of any scroll bar.

Elements of the handheld interface

There are many common elements in the handheld interface. These elements are
described in this section.

Tapping and typing

Menu
bar

Icons

Menu bar

Icons

Brightness control

Clock

ABC

123

Use the menu bar to access a set of application-specific
commands. Not all applications have a menu bar.

Tap the icons to open applications , menus , and a
favorite application , and to find text anywhere in your
data .

See “Opening applications,” “Using menus,” and “Finding

information” in Chapter 4, and “Buttons Preferences” in
Chapter 17 for more information about using these icons.

Tap the Brightness icon to open the Adjust Brightness
dialog box. See “Using the backlight” earlier in this chapter
for instructions on adjusting the brightness.

Tap the Clock icon to display the current time and date.
The display closes automatically after two seconds.

With the cursor in an input field, tap ABC to activate the
alphabetic keyboard.

With the cursor in an input field, tap 123 to activate the
numeric keyboard.

17

Chapter 2 Exploring Your Handheld

Previous/next arrows

Pick list

Check
box

Command button

Check box

Command buttons

Next/previous arrows

Pick list

Scroll bar

Scroll
bar

Tap a check box to select or deselect it. When a check box
contains a check mark, the corresponding option is selected
and active. When a check box is empty, the corresponding
option is deselected and inactive.

Tap a button to perform a command. Command buttons
appear at the bottom of dialog boxes and application
screens.

Tap the left and right arrows to display the previous and
next records; tap the up and down arrows to display the
previous and next pages 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.

18

You can also scroll to the previous and next pages within a
record by pressing Up and Down on the navigator.

Displaying online tips

Many of the dialog boxes that appear on your handheld contain an online Tips icon
in the upper-right corner. Online tips anticipate questions you might have in a
dialog box, provide shortcuts for using the dialog box, or give you other useful
information.

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Using the navigator

When you work with most applications, the navigator on the front panel of your
handheld makes it easy for you to navigate among and select your entries. You can
use the navigator to perform tasks without the stylus using one hand.

Tapping and typing

Look for the navigator icon to find navigator tips throughout this guide. See

Chapter 4 and Chapter 5 for additional information about using the navigator with

Address Book, and Chapter 8 for additional information on using the navigator
with Date Book.

To navigate in list screens, do any of the following:

■ Press Up or Down on the navigator to scroll an entire screen of records.

■ Press and hold Up or Down on the navigator to accelerate the scrolling.

■ Press Select on the navigator to insert the selection highlight. When the selection

highlight is present, you can do the following:

– Press Up or Down on the navigator to scroll to the previous or next records.

– Press Select again to view the selected record.

– Press Left on the navigator to remove the selection highlight.

To navigate in record screens:

1. Press Up or Down on the navigator to scroll within the current record.

2. Press Right or Left on the navigator to scroll to the previous or next record. (This

feature is not available in Address Book.)

3. Press Select on the navigator to return to the list screen.

19

Chapter 2 Exploring Your Handheld

To navigate in dialog boxes:

■ While a pick list is open, press Up or Down on the navigator to highlight an

item, and then press Select on the navigator to select the item.

■ Press Select on the navigator to close a dialog. If there’s only one button,

pressing Select activates that button. If there’s multiple buttons, Select activates
affirming buttons such as OK, Yes, or Done.

IMPORTANT

Read dialog boxes carefully. Sometimes, selecting a single button, OK

or Yes results in canceling an operation or deleting data.

20

CHAPTER 3

Entering Data on Your Handheld

This chapter explains several ways to enter data on your handheld, and it covers
the following topics:

■ Using the onscreen keyboard

■ Using Graffiti

■ Beaming data from a device that has an infrared (IR) port

■ Sending data from another Bluetooth-enabled device

■ Entering or importing data in Palm™ Desktop software and then synchronizing

®

handwriting recognition

with your handheld

■ Using Note Pad

■ Using Voice Memo

■ Using a portable keyboard accessory, sold separately and attached to the

universal connector

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers
on your handheld. You can also use Graffiti writing when the keyboard is open,
which makes it easy to switch between these two methods of entering data.

To use the onscreen keyboard:

1. Open any application (such as Memo Pad).

2. Tap any record, or tap New.

3. Tap ABC to open the alphabetic keyboard, or tap 123 to open the numeric

keyboard.

Tap here for
alphabetic keyboard

Tap here for
numeric keyboard

21

Chapter 3 Entering Data on Your Handheld

4. Tap the characters to enter text and numbers.

When a keyboard is open, you can tap the abc, 123, or Int’l boxes to open any of
the other keyboards, including the international keyboard.

Ta b

Alpha

Backspace

Caps lock

Caps shift

Tap here to display
alphabetic keyboard

Numeric

Tap here to display
numeric keyboard

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

Using Graffiti writing to enter data

In this section you learn the procedures for creating letters, numbers, punctuation,
and symbols, as well as some Graffiti tips and tricks.

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 characters closely resemble the uppercase letters of the
regular alphabet, which makes Graffiti writing easy to learn.

Carriage return

International

Tap here to display
international keyboard

22

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 can achieve close
to 100 percent 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
there only to show you where to begin the stroke.)

Using Graffiti writing to enter data

Wri

Wri

Lif

■ 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. Some single 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.

te letters here

Division marks

te numbers here

To write Graffiti characters:

1. Tap the screen where you want your text to appear.

You need to tap above the Graffiti writing area, and you must see a blinking
cursor before you write the text.

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

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

Two stroke shapes are available for some letters. Choose the one that’s easiest
for you.

t stylus

here

Start stroke
at heavy dot

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

3. Position the stylus in the left side of the Graffiti writing area.

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

the tables.

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

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.

NOTE

your handheld does not recognize them as text characters.

You must begin the character strokes in the Graffiti writing area. Otherwise

23

Chapter 3 Entering Data on Your Handheld

or

or

or

or

To delete Graffiti 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.

Graffiti tips

When using Graffiti writing, keep these tips in mind:

■ Accuracy improves when you write large characters. Draw strokes that nearly

fill 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.

Graffiti alphabet

The Graffiti alphabet consists of the following letters:

Letter Strokes Letter Strokes

AN

B

O

or

CP

D

Q

or

ER

F

S

or

G

or

T

HU

24

IV

Using Graffiti writing to enter data

or

or

Letter Strokes Letter Strokes

JW

Capital letters

KX

LY

M

Space Backspace

Carriage

return

A full-screen pen stroke brings up Graffiti help on your handheld. See “Pen

TIP

or

Z

Period

Ta p t w i c e

preferences” in Chapter 17 for details.

You make capital letters with the same stroke shapes as the basic alphabet
characters. You must first “shift” to caps—just as you press the Shift key on a
keyboard—and then write the character strokes.

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:

■ Enter the Caps Shift stroke:

Caps
Shift

When Caps Shift is active, an up arrow symbol appears in the lower-right

TIP

corner of the handheld screen. If you accidentally activate Caps Shift,
backspace will cancel it.

Caps Shift

25

Chapter 3 Entering Data on Your Handheld

or

or

To enter only capital letters (Caps Lock):

■ Enter the Caps Lock stroke:

Graffiti numbers

Writing numbers with Graffiti writing is similar to writing letters of the alphabet,
except that you make the character strokes on the right side (numbers side) of the
Graffiti writing area.

Caps
Lock

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

TIP

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

Caps Lock

Number Strokes Number Strokes

0

5

or

1

6

27

38

4

9

26

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. With this tap, you activate Punctuation Shift, and a dot appears to
show that it is active. The next stroke you make with the stylus creates a
punctuation mark.

When Punctuation Shift is active, you can make a symbol stroke anywhere in the
Graffiti writing area (the letters or numbers side).

Using Graffiti writing to enter data

Punctuation shift

Symbol Stroke Symbol Stroke

Period

.

Comma

,

Apostrophe

'

Question

?

Exclamation

!

Dash

—

Left Paren

(

Right Paren

)

Slash

/

Dollar

$

You can also use the following additional Graffiti punctuation marks.

@ # % ^ & * < > + = |

\ { } [ ] ~ ` ; : " tab

—

27

Chapter 3 Entering Data on Your Handheld

Symbol characters

All symbol characters begin with the symbol shift stroke in the Graffiti writing area
of your handheld.

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.

•   

+

Accented characters

To create accented characters, draw the stroke that is normally used to create the
letter, followed by an accent stroke. Graffiti writing then adds the accent to the
letter.

Symbol

Shift

—

Symbol Shift

:

X

!

,

,

==c

ƒ

,

,

,

,

Y

∅

°

?

28

For example, the following diagram shows the strokes required to draw an
accented e.

= e

You can use the following accent strokes in combination with Graffiti letters:

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

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

Navigation strokes

In addition to character symbols, Graffiti writing includes special strokes that you
can use to navigate within text or fields in your applications.

Using Graffiti writing to enter data

Command

Move cursor right

Move cursor left

Previous field
(Address Book only)

Next Field
(Address Book only)

Open Address Record
(Address Book only)

Graffiti ShortCuts

Graffiti ShortCuts make entering commonly used words or phrases quick and
easy. ShortCuts are similar to the Glossary or Autotext features of some word
processors.

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

Preferences” in Chapter 17 to learn about creating your own ShortCuts.

Stroke

29

Chapter 3 Entering Data on Your Handheld

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

ShortCut

Your handheld includes the predefined Graffiti ShortCuts shown in the following
table.

Entry Shortcut

Date Stamp ds

Time stamp ts

Date / time stamp ds

Meeting me

Breakfast br

Lunch lu

Dinner di

Beaming data

Your handheld is equipped with an IR port that is located at the top of the
handheld, behind the small dark shield. The IR port supports the IrCOMM
implementation of the standards for infrared communication established by the
Infrared Data Association (IrDA). This means that you can beam data to any
nearby device that supports the IrCOMM implementation of the IrDA standards
and that can read the type of data you’re beaming. For example, you can beam an
Address Book entry to a Palm OS
equipped with an IR port and that can read vCard data.

You can beam the following information between devices with an IR port:

■ The record currently displayed in Date Book, Address Book, To Do List, Note

■ All records of the category currently displayed in Address Book, To Do List,

■ A special Address Book record that you designate as your business card,

®

handheld, a mobile phone, or a computer that’s

Pad, Voice Memo, or Memo Pad

Note Pad, Voice Memo, or Memo Pad

containing information you want to exchange with business contacts

30

Beaming data

■ An application installed in RAM memory

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

You can also perform HotSync® operations using the IR port.

TIP

See “Conducting IR HotSync operations” in Chapter 16 for more details.

To select a business card:

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

business card.

2. Tap the Menu icon .

3. Tap Record, and then tap Select Business Card.

4. Tap Yes.

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

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

2. Tap the Menu icon .

3. Tap one of the following from the Record menu:

– The Beam command for an individual record.

– In Address Book only: Beam Business Card.

– In Note Pad only: If you are beaming to someone using an earlier version of

Note Pad, tap Compatibility, and then tap Beam.

– Beam Category.

You can also press and hold the Address Book application button to

TIP

instantly beam your business card to another device with an IR port.

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

port of the receiving device.

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. The beaming
distance to other devices may be different.

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

before you continue working on your handheld.

31

Chapter 3 Entering Data on Your Handheld

To beam an application:

1. Open the Applications Launcher.

2. Tap the Menu icon .

3. Tap App, and then tap Beam.

4. Tap the Beam From pick list.

5. Select either Handheld or Card.

6. Tap the application you want to transfer.

Some applications are copy-protected and cannot be beamed. These are listed
with a lock icon next to them.

7. Tap Beam.

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

port of the receiving device.

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

before you continue working on your handheld.

Beaming tips

To receive beamed information:

1. Turn on your handheld.

2. Point the IR port directly at the IR port of the transmitting device to open the

Beam dialog box.

3. (Optional.) Tap the category pick list and select a category for the incoming

information. You can also create a new category or leave the information
unfiled.

4. Tap Yes.

■ You can set the full-screen pen stroke to beam the current entry. See “Pen

preferences” in Chapter 17 for more information.

32

■ 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.

Sending data

In addition to beaming data, you can also use SMS or Bluetooth communication to
send information to and receive information from other devices. You can exchange
the following information with devices that support SMS or Bluetooth
communication:

■ The record currently displayed in Date Book, Address Book, To Do List, Note

■ The category currently displayed in Address Book, To Do List, Note Pad, Voice

■ An application installed in RAM memory

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

When you send a record or a category of records, the receiving device must have
an appropriate application installed to read the data. When you send an
application, you cannot send applications that are locked and appear with a lock
icon next to them.

Pad, Voice Memo, or Memo Pad

Memo, or Memo Pad

You can also perform HotSync operations using Bluetooth

TIP

communication. See “Conducting Bluetooth HotSync operations” in

Chapter 16 for more information.

Sending data

Sending data with Bluetooth communication

Your handheld is equipped with Bluetooth technology that you can use to share
information with other Bluetooth-enabled devices. To use your handheld for
Bluetooth communication, you must first turn on Bluetooth communication on the
Bluetooth Preferences screen. See “Bluetooth Preferences” in Chapter 17 for
details.

After you turn on Bluetooth communication, you can share data with Bluetooth­enabled devices that have compatible versions of the appropriate Bluetooth­enabled applications.

To send a record or category of records with Bluetooth communication:

1. Locate the record or category you want to send.

2. Tap the Menu icon .

3. Tap one of the following on the Record menu:

– The Send command for an individual record

– Send Category

33

Chapter 3 Entering Data on Your Handheld

4. If the Send With dialog box appears, select Bluetooth, and then tap OK.

The Discovery Results screen appears and displays a list of Bluetooth-enabled
devices that are within range.

5. Select the device(s) to which you want to send the record or category, and then

tap OK.

If the device to which you want to send the data does not appear on the
Discovery Results list, tap Find More.

6. Wait for the Send Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

If the transfer does not complete properly, see “Beaming and sending problems”
in Appendix B for troubleshooting tips.

To send an application:

1. Open the Applications Launcher.

2. Tap the Menu icon .

3. Tap App, and then tap Send.

4. Select either Handheld or Card from the Send From pick list.

5. Tap the application you want to transfer.

Some applications are copy-protected and cannot be sent. These are listed with
a lock icon next to them.

6. Tap S en d.

7. If the Send With dialog box appears, select Bluetooth, and then tap OK.

34

Sending data

The Discovery Results screen appears and displays a list of Bluetooth-enabled
devices that are within range.

8. Select the device(s) to which you want to send the application or category, and

then tap OK.

If the device to which you want to send the application does not appear on the
Discovery Results list, tap Find More.

9. Wait for the Send Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To receive sent information:

1. Make sure your handheld is on, that Bluetooth communication is turned on,

and that your handheld is set to be Discoverable. See “Bluetooth Preferences”
in Chapter 17 for specific instructions.

2. (Optional.) Tap the category pick list and select a category for the incoming

information. You can also create a new category or leave the information
unfiled.

3. Tap Yes.

Sending data with SMS communication

The Software Essentials CD-ROM that comes with your handheld includes an SMS
application that you can use to share information with other SMS-enabled devices.
To use your handheld for SMS communication, you need a GSM mobile phone
(sold separately), you must install the SMS software from the Software Essentials
CD-ROM, and you need to use Phone Link to establish a connection with your
GSM mobile phone.

35

Chapter 3 Entering Data on Your Handheld

If the recipient receives the information on a Palm OS handheld, they can transfer
the information directly to the appropriate application. If the recipient receives the
information on another device, the data appears as text.

To send a record or category of records with SMS communication:

1. Locate the record or category you want to send.

2. Tap the Menu icon .

3. Tap one of the following on the Record menu:

– The Send command for an individual record

– Send Category

4. From the Send With dialog box, select SMS, and then tap OK.

5. Enter the recipient’s GSM mobile phone number.

You can also tap To to select from a list of recent recipients, or tap Lookup

TIP

to select a number from your Address Book.

6. Tap S en d.

7. Wait for the Send Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To send an application:

1. Open the Applications Launcher.

2. Tap the Menu icon .

3. Tap App, and then tap Send.

4. Select either Handheld or Card from the Send From pick list.

5. Tap the application you want to transfer.

Some applications are copy-protected and cannot be sent. These are listed with
a lock icon next to them.

6. Tap S en d.

36

7. From the Send With dialog box, select SMS, and then tap OK.

Using your computer keyboard

8. Enter the recipient’s GSM mobile phone number.

You can also tap To to select from a list of recent recipients, or tap Lookup

TIP

to select a number from your Address Book.

9. Tap S en d.

10. Wait for the Send Status dialog box to indicate that the transfer is complete

before you continue working on your handheld.

To receive sent information:

1. Connect your handheld to your GSM mobile phone.

The Send dialog appears when your handheld detects the incoming
information.

2. (Optional.) Tap the category pick list and select a category for the incoming

information. You can also create a new category or leave the information
unfiled.

3. Tap Yes.

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 personal information manager (PIM)
to enter information. You can then perform a HotSync operation to synchronize
the information on your computer with the information on your handheld. Many
of the applications that came with your handheld are also available in Palm
Desktop software and in most PIMs, so you don’t need to learn different
applications. For more information on entering data on your computer, refer to the
online Help in Palm Desktop software, the Palm Desktop software Quick Tour (for
Windows computers), and to the Palm Desktop Software for the Macintosh User’s
Guide on the Desktop Software CD-ROM.

Importing data

If you have data stored in computer applications such as spreadsheets and
databases, or if you want to import data from another handheld, you can transfer
the data to your handheld without having to type it. Save the data in one of the file
formats listed in the next section, import it into Palm Desktop software, and then
perform a HotSync operation to transfer the data to your handheld.

37

Chapter 3 Entering Data on 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)

■ Address Book archive (.aba)

■ To Do List archive (.tda)

■ Memo Pad archive (.mpa)

Archive formats can be used only with Palm Desktop software. Use the archive file
formats to share information with other people who use a Palm OS
create a copy of your important Palm Desktop information.

handheld or to

To import data from a Windows computer:

1. Open Palm Desktop software.

2. Click the application into which you want to import data.

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

following:

Select All in the Category box.

Be sure that the same categories that appear in the imported file also exist in the
application. If the categories do not exist, create them now; otherwise, the
records are imported into the Unfiled category.

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

If you are importing a vCal or vCard file, skip to step 10. You do not have to
specify which fields correspond to the imported data.

7. To import data into the correct Palm Desktop fields, drag fields in the left

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

8. If you don’t want to import a field, click the check box for that field to deselect it.

38

9. Click OK.

The imported data is highlighted in the application.

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

Importing data

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

Using File Link

The File Link feature enables you to import Address Book and Memo Pad
information, such as a company phone list, to your handheld from a separate
external file on your Windows computer. You can configure the File Link feature
to check for changes to the external file when you perform a HotSync operation.
HotSync Manager stores the data in a separate category in Palm Desktop software
and on your handheld.

With File Link, you can import data stored in any of the following formats:

■ Comma-separated (*.csv)

■ Memo Pad archive (*.mpa)

■ Address Book archive (*.aba)

■ Text (*.txt)

For information on how to set up a file link, see the Palm Desktop online Help.

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)

■ vCal (.vcs)/vCard (.vcf) compatible PIMs

■ Other applications that can export a tab-delimited file such as Microsoft Excel

39

Chapter 3 Entering Data on Your Handheld

To import data from a Mac computer:

1. Open Palm Desktop software.

2. From the File menu, select Import.

3. Select the file you want to import.

4. Click Open.

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

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

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

7. From the Fields pop-up menu, select the appropriate field.

8. From the Delimiters pop-up menu, select the appropriate delimiter.

9. Click OK.

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

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

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.
See Chapter 11 for more information and instructions.

Using Voice Memo

In addition to making visual entries, you can record voice entries on your
handheld using the Voice Memo application. When you use Voice Memo, you
speak into your handheld’s microphone and record quick notes in your own voice.
See Chapter 14 for more information and instructions.

Using a portable keyboard

You can connect a portable keyboard accessory to the universal connector on your
handheld so that you can type data directly into your handheld. Portable
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, go to the web site

www.palm.com

.

40

This chapter explains how to open and 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.

Opening applications

You can use the Applications Launcher to open any application installed on your
handheld or an expansion card. You can also open Date Book, Address Book, To
Do List, Note Pad, and Voice Memo with the application buttons on your
handheld.

CHAPTER 4

Working with Applications

Voice Memo

Applications
Launcher

Address BookDate Book Note PadTo D o L i st

In addition to providing a way for you to open applications, the Applications
Launcher displays the current time, battery level, and application category.

41

Chapter 4 Working with Applications

To open an application on your handheld:

1. Tap the Home icon .

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

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

Other ways to open applications

You can also open applications on your handheld in either of the following ways:

■ Press and hold Select on the navigator to open the Applications Launcher. Press

Select on the navigator to insert the highlight. Press Up, Down, Right, and Left
on the navigator to highlight the icon of the application you want to open. Press
Select on the navigator to open the application.

■ In the Applications Launcher, write the Graffiti

its name. The Applications Launcher scrolls to the first application with a name
that begins with that letter.

Opening expansion card applications

When an expansion card is properly seated in the expansion card slot, your
handheld responds based on the contents of the card and the application that is
active when you insert the card. In some cases the application on the card opens
automatically upon insertion, or if you insert a card containing data from the
current application, the application displays the data on the card. In other cases the
Applications Launcher switches to the card and displays its contents, and the pick
list in the upper-right corner of the screen displays the name of the card.

®

character for the first letter of

42

To open an application on an expansion card:

■ Select the icon of the application that you want to open.

Switching between applications

When working with any application, select the Home icon or press an
application button on your handheld to switch to another application. Your
handheld automatically saves your work in the current application and displays it
when you return to that application.

Switching between applications

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:

1. Tap the pick list in the upper-right corner.

When the highlight in the Applications Launcher is

TIP

and hold Select on the navigator to open the category pick list.

2. Select the category item that matches the name of the expansion card.

active, you can also press

not

43

Chapter 4 Working with Applications

Categorizing applications

The category feature enables you to manage the number of application icons that
appear onscreen in the Applications Launcher. You can assign an application to a
category and then display a single category or all your applications.

By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Games, Main, and System.

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

When you have an expansion card properly seated in the expansion card slot, the
last item in the category pick list becomes the name of the expansion card. You
cannot otherwise categorize applications that reside on an expansion card.

To categorize an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Category on the App menu.

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

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 again to
close the Edit Categories dialog box.

5. Tap Do n e.

44

To display applications by category:

1. Tap the Home icon .

2. Do one of the following:

– Tap the Home 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.

– When the highlight in the Applications Launcher is not active, press and

hold Select on the navigator to open the category list, press Up or Down on
the navigator to highlight a category, and then press Select on the navigator
to view that category.

Changing the Applications Launcher display

By default, the Applications Launcher displays each application as an icon. As an
alternative, you can choose to show a list of applications. You can also choose to
view the same category of applications each time you open the Applications
Launcher.

Changing the Applications Launcher display

To change the Applications Launcher display:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

4. Tap the View By pick list and select List.

5. Tap OK .

To open the Applications Launcher to the last opened category:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

4. Tap the Remember Last Category check box to select it.

5. Tap OK .

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Chapter 4 Working with Applications

Copying applications to or from an expansion card

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

To copy an application to an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap the Copy From pick list and select Handheld.

5. Tap the Copy To pick list and select the card name.

The Copy To pick list appears only if there are multiple cards available.

6. Tap an application to copy.

7. Tap Copy.

8. Tap Do n e.

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

®

during a HotSync

operation. See “Installing add-on applications” later in this

chapter for details.

NOTE

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

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

To copy an application from an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

46

Selecting copy settings

3. Select Copy on the App menu.

4. Tap the Copy From pick list and select the card name.

5. Tap the Copy To pick list and select Handheld.

6. Tap the application you want to copy.

7. Tap Copy.

8. Tap Do n e.

You can also beam applications from expansion cards to your handheld.
See “Beaming data” in Chapter 3 for details.

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:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap Settings.

5. Tap the Sort By pick list and select Name or Size.

6. Tap the Copy Application Only check box to select it if you want to copy only

the application files. Leave it deselected if you want to copy both the application
file and its associated data file(s).

7. Ta p O K.

47

Chapter 4 Working with Applications

T

Using menus

NOTE

you want to copy an application only, you must select the Copy Applications Only
check box.

The Sort By setting is in effect each time you use the copy feature. Each time

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

The menus of each application are illustrated in the chapter that discusses that
application.

To open the menu bar:

1. Open an application (such as Memo Pad).

2. Do one of the following:

– Tap the Menu icon .

– Tap the inverted title area at the top of the screen.

ap the title area

In this example, three menus are available: Record, Edit, and Options. The Record
menu is selected and contains the commands New Memo, Delete Memo, Beam
Memo, and Send Memo.

Choosing a menu

The menus and menu commands that are available depend on the application that
is currently open. Also, the menus and menu commands vary depending on which
part of the application you’re currently using. For example, in Memo Pad, the
menus are different for the Memo list screen and the Memo record screen.

48

Tap the Menu icon

Using menus

To select a menu command with the stylus:

1. Open the menu bar for an application.

2. Tap the menu that contains the command you want to use.

3. Tap the command you want to use.

After you open the menu bar, you can also press Right and Left on the navigator

TIP

to select a menu, press Down on the navigator to select the command you want to
use, and then press Select on the navigator to run the command.

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

When you draw the Command stroke anywhere in the Graffiti area, 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 active
screen. For example, if text is selected, the menu icons displayed may be Undo,
Cut, Copy, and Paste. Tap an icon to select the command, or immediately write
the corresponding command letter for an appropriate command in the Graffiti
writing area.

For example, to select Paste from the Edit menu, draw the Command stroke,
followed by the letter p.

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Chapter 4 Working with Applications

Command mode is active only for a short time, so you must tap an icon or write
the command letter immediately to select the menu command.

Choosing application preferences

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

To change preferences for an application:

1. Open an application.

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

NOTE

4. Make changes to the settings.

5. Tap OK .

Not all applications have a Preferences command.

Performing common tasks

The tasks described in this section use the term records to refer to an individual item
in any of the applications: a single Date Book event, Address Book entry, To Do List
item, Note Pad note, Voice Memo voice memo, Memo Pad memo, or Expense item.

Creating records

You can use the following procedure to create a new record in Date Book, Address
Book, To Do List, Note Pad, Memo Pad, and Expense.

To create a record:

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

2. Tap N ew.

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

50

4. Enter text for the record.

5. (Optional) Tap Details to select attributes for the record. (In Note Pad the Details

command is located on the Options menu.)

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

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

Editing records

Performing common tasks

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 Edit mode:

■ A blinking cursor

■ One or more dotted edit lines

Blinking cursor

Edit line

NOTE

not see an edit line or blinking cursor unless the cursor is in the title line.

In Note Pad you can write anywhere on the screen. Therefore, you will

Entering text

For information on how to enter text using Graffiti writing, the onscreen keyboard,
or the keyboard attached to your computer, see Chapter 3. For information on
entering text in Note Pad, see Chapter 11.

Using the Edit menu

The Edit menu is available with any screen where you enter or edit text. In general,
commands available in the Edit menu apply to text that you select in an application.

To select text in an application:

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

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

NOTE

text. You can also drag
to select a group of lines.

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

across

the text to select additional words, or drag

down

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Chapter 4 Working with Applications

The following commands may appear in an Edit menu:

Undo

Cut

Copy

Paste

Select All

Keyboard

Graffiti Help

Reverses the action of the last edit command. For example, if you
used Cut to remove text, Undo restores the text you removed. Undo
also reverses deletions you made using backspace.

Removes the selected text and stores it temporarily in the memory
of your handheld. You can paste the text you cut into another area
of the current application or into a different application.

Copies the selected text and stores it temporarily in the memory of
your handheld. You can paste the 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. After 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.

Deleting records

To delete a record:

1. Select the record you want to delete.

2. Tap the Menu icon .

3. Select the Delete command on the Record menu. In Voice Memo, the delete

command is on the V Memo menu:

Date Book: Delete Event

Address Book: Delete Address

To Do List: Delete Item

Note Pad: Delete Note

Voice Memo: Delete V Memo

Memo Pad: Delete Memo

Expense: Delete Item

52

Performing common tasks

A confirmation dialog box appears. If you want to save a copy of the deleted
item to an archive file in Palm™ Desktop software, be sure that the check box is
selected. If you don’t want to save a copy, tap the check box to deselect it. (The
archive option is not available in Note Pad and Voice Memo.)

4. Tap OK .

If you chose 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.

To delete a record with alternate methods:

■ Delete the text of the record.

■ In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog

box for the record, tap Delete, and then tap OK.

Purging records

NOTE

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

■ In Note Pad and Voice Memo, open the note or voice memo you want to delete,

When deleting a repeating event in Date Book, you can choose to delete

and then tap Delete.

Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate
records in these applications that have outlived their usefulness. For example,
events that occurred months ago remain in the Date Book, and To Do List items
that you marked as completed remain in the list, as do Expense items.

All these outdated records take up memory on your 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, Voice Memo, or Memo Pad.
You must delete outdated records manually from these applications.

To purge records:

1. Open the application.

2. Tap the Menu icon .

3. Select Purge on the Record menu.

A confirmation dialog box appears.

Date Book: Tap the pick list and select how old a record must be to be purged.

Purge deletes repeating events if the last of the series ends before the date that
you purge records.

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Chapter 4 Working with Applications

Date Book, To Do List: If you want to save a copy of the purged records to an

archive file on your desktop, be sure that the check box is selected. If you don’t
want to save a copy, tap the check box to deselect it.

Expense: Select the category you want to purge. All data in the selected category

will be purged and there is no archive option.

4. Tap OK, or in Expense, tap Purge.

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

NOTE

make it happen.

Categorizing records

You can categorize records in the Address Book, To Do List, Note Pad, Voice Memo,
Memo Pad, and Expense applications so that they are grouped logically and are
easy to review.

When you create a record, your handheld automatically places it in the category
that is currently displayed. If the category is All, your handheld assigns it to the
Unfiled category. You can leave an entry as Unfiled or assign it to a category at any
time.

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

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

When you have an expansion card properly seated in the expansion card slot, the
last item in the category pick list becomes the name of the expansion card. You
cannot otherwise categorize applications that reside on an expansion card.

Purging does not happen automatically. You must select the command to

54

Address Book contains the QuickList user-defined category, in which you can store
the names, addresses, and phone numbers you might need in emergencies (doctor,
fire department, lawyer, and so on).

Expense contains two user-defined categories, New York and Paris, to show how
you might sort your expenses according to different business trips.

The illustrations in this section come from Address Book, but you can use these
procedures in all the applications in which categories are available.

To move a record into a category:

1. Select the record you want to categorize.

2. In Address Book only: Tap Edit.

3. Tap De t ai ls .

Performing common tasks

T

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

5. Select the category for the record.

6. Tap OK .

NOTE

In Address Book, Note Pad, Voice Memo, and Memo Pad you can select
the category name in the upper-right corner of the screen to assign the item to
a different category.

To display a category of records:

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

ap here

NOTE

To Do list.

2. Select the category you want to view.

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

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

Pressing an application button on your handheld scrolls through all the

TIP

categories of that application except for Unfiled. This feature is not available in
Date Book.

55

Chapter 4 Working with Applications

T

To define a new category:

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

2. Select Edit Categories.

3. Tap N ew.

ap here

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

5. Tap OK .

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

56

Performing common tasks

To rename a category:

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

2. Select Edit Categories.

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

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

5. Tap OK .

TIP

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

Finding information

Your handheld offers several ways for you to find information quickly:

■ All applications that reside on your handheld: Find locates any text that you

specify, always starting with the current application. However, Find does not
search through applications on expansion cards.

■ Date Book, To Do List, Memo Pad:

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

■ Address Book: The Look Up line enables you to scroll immediately to a name

when you enter the first letters of that name.

■ Expense:

Company field. You can add these names to a list of attendees associated with
an Expense record.

You can group the records within two or more categories into one

Phone Lookup displays the Address list

Lookup displays the names in your Address Book that have data in the

57

Chapter 4 Working with Applications

Looking up Address Book records

In Address Book you can use the Look Up line with the stylus or navigator to look
up and quickly scroll to any of your Address Book entries.

To look up an Address Book record with the stylus:

1. From the Address list screen, enter the first letter of the name you want to find.

The list scrolls to the first entry that begins with that letter. If you write another
letter, the list scrolls to the first entry that starts with those two letters. For
example, writing an s scrolls to “Sands,” and writing sm scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.

Look Up line

2. Tap the record to view its contents.

To look up an Address Book record with the navigator:

1. From the Address list screen, press Right on the navigator to display the Quick

Look Up line.

2. Press Up and Down on the navigator to select the first letter of the name you

want to find.

The list scrolls to the first entry that begins with that letter.

3. Press Right on the navigator to move to the next letter box.

Quick Look Up line

The Quick Look Up line displays only letters that are a possible match for that
position. For example, in the screen shown here, if you enter c in the first box,
only the letters a, h, and o appear in the second box.

58

Performing common tasks

If there is only one possible match for a particular position, the highlight jumps
to the next position.

4. Press Up or Down on the navigator to select the next letter of the name you want

to find.

The list then scrolls to the first entry that starts with those two letters. For
example, selecting s scrolls to “Sands,” and selecting sm scrolls further to
“Smith.” If you sort the list by company name, the Quick Look Up feature
scrolls to the matches for the company name.

5. Repeat steps 4 and 5 until the entry you want appears in the list.

6. Press Select on the navigator to highlight the record you want.

7. Press Select on the navigator to view the contents of the selected record.

If there is only one possible match for the letters you selected, the contents

TIP

of the record automatically display.

Using Find

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

To use Find:

1. Tap the Find icon .

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

TIP

automatically appears in the Find dialog box.

2. Enter the text that you want to find.

Find is not case sensitive. For example, searching for the name “davidson” also
finds “Davidson.”

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

3. Tap OK.

Find searches for the text in all records and all notes.

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Chapter 4 Working with Applications

As your handheld searches for the text, you can tap Stop at any time. You may
want to do this if the entry you want appears before your handheld finishes the
search. To continue the search after you tap Stop, tap Find More.

4. Tap the text that you want to review.

Using Phone Lookup

Phone Lookup displays the Address list screen. You can add to a record the
information that appears in this list.

To use Phone Lookup:

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

be in Date Book, To Do List, Memo Pad, or any other application that takes
advantage of this feature.

2. Tap the Menu icon .

3. Select Options, and then select Phone Lookup.

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

The list scrolls to the first record in the list that starts with the first letter you
enter. Continue to spell the name you’re looking for, or when you see the name,
tap it.

60

5. Tap Add.

The name you selected, along with the information associated with it, is pasted
into the record you selected in step 1.

Using Graffiti commands with Phone Lookup

Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature.
You can also activate it in the following circumstances:

■ While entering text: For example, to insert the full name and phone number for

someone with the last name Williams, write the Graffiti characters for Wi and
then the Phone Lookup Command stroke “/L.”

If you have only one Address Book record that begins with Wi, your handheld
inserts the full name, such as Fred Williams (and its associated information). If

Performing common tasks

you have more than one name that begins with Wi, the Phone Lookup screen
appears and highlights the first record that begins with Wi.

■ For selected text: Drag to highlight the text, and then write the Phone Lookup

Command stroke “/L.” Your handheld replaces the selected text and adds the
name and its associated information.

Looking up names to add to Expense records

In Expense, Lookup displays the names in your Address Book that have data in the
Company field. You can add these names to a list of attendees associated with an
Expense record.

To add names to an Expense record:

1. Tap the Expense record to which you want to add names.

2. Tap De t ai ls .

3. Tap Who.

Ta p h e r e

4. Tap Lookup.

The Attendees Lookup screen displays all the names in your Address Book that
have data in the Company field.

5. Select the name you want to add, and then tap Add.

The name appears in the Attendees screen.

6. Repeat steps 4 and 5 to add more names.

7. Ta p D on e.

8. Tap OK .

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Chapter 4 Working with Applications

Sorting lists of records

You can sort lists of records in various ways, depending on the application. Sorting
is available in applications that have list screens: Address Book, To Do List, Note
Pad, Voice Memo, Memo Pad, and Expense.

NOTE

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

in this chapter.

To sort records in To Do List and Expense:

1. Open the application to display the list screen.

2. Tap Show.

3. Tap the Sort by pick list and select an option.

4. Tap OK .

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

1. Open the application to display the list screen.

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

Address Book

62

Note Pad

Voice Memo

Memo Pad

Attaching notes

Performing common tasks

4. Do one of the following:

Address Book: Tap the setting you want.

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

Voice Memo: Tap the Sort by pick list and select Date, Alphabetic, Duration, or

Manual.

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

5. Tap OK .

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

To make the list appear in Palm Desktop software as you manually sorted it on
your handheld, open the application in Palm Desktop software and click Sort
by. Then select Order on Handheld.

In Address Book, Date Book, To Do List, and Expense, you can attach a note to a
record. A note can be up to several thousand characters long. For example, for an
appointment in Date Book, you can attach a note with directions to the location.

To attach a note to a record:

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

To display an entry, tap it or press Up or Down on the navigator to highlight it,
and then press Select on the navigator.

2. In Address Book only: Tap Edit.

3. Tap De t ai ls .

4. Tap N ot e.

5. Enter your note.

6. Tap Do n e.

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 .

In Date Book, you can also highlight the event that contains the note, press

TIP

Select on the navigator to open the note, and then press Select on the navigator again
to close the note.

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Chapter 4 Working with Applications

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

3. Tap Yes.

Choosing fonts

In many applications, you can change the font style to make text easier to read. You
can choose small, small bold, large, or large bold fonts in each application that
enables you to change the font style.

Small font Large font

Small bold
font

Large bold
font

To change the font style:

1. Open an application.

2. Tap the Menu icon .

3. Select Options, and then select Font.

4. Tap the font style you want to use.

Tap here for
small font

Tap here for small bold font
Tap here for large bold font

Tap here for large font

64

5. Tap OK .

Receiving and alerts

You can receive alerts on your handheld and in Palm Desktop software.

Receiving alerts on your handheld

When you use certain application settings, your handheld can alert you to any of
the following:

■ An appointment set in Date Book

■ A note created in Note Pad

■ A voice memo created in Voice Memo

■ An alarm set in World Clock

When an alert occurs, your handheld displays a reminder message. If you tap
Snooze in response to an alert message, your handheld reminds you of the item
again in five minutes. The Reminder screen displays alerts that await attention.

Performing common tasks

To respond to alerts, do one of the following:

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

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

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

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

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

■ Tap Snooze to see the list again in five minutes.

If you tap Done or Snooze and view the reminder list later, the current time
appears in the Reminder bar and the original alert time appears with each list
item.

■ Tap Clear All to dismiss all alerts in the list.

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Chapter 4 Working with Applications

Receiving alerts from Palm Desktop software

You can also set an option to receive Date Book event alerts from Palm Desktop
software. The feature is disabled by default, so you must enable it within Palm
Desktop software.

To enable an event alert from Palm Desktop software:

1. Double-click the Palm Desktop icon.

2. From the Tools menu, select Options, and then select Alarms.

3. Set Alarm Configuration options, either Always Available or Available only

when the Palm Desktop is running.

4. (Optional) To hear an alert sound as well as receive an alert message, select the

check box Play audible notification with alarm dialog box.

5. Click OK.

Hiding or masking private records

You can use the Security application to set a password and select whether to mask
your private records or hide them completely. See “Security Preferences” in

Chapter 17 for details.

Installing and removing applications

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

Installing add-on applications

Your handheld comes with applications installed and ready to use, but you can
also install additional applications, such as games and other software, on your
handheld or on a card that is seated in the expansion card slot. Applications or
games that you install on your handheld reside in RAM memory, and you can
delete them at any time.

The Install Tool makes it easy to install software during a HotSync operation. There
are a variety of third-party applications available for your handheld. To learn more
about these applications, go to the web site:

NOTE

compatibility of these applications with your new Palm handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld.

If you suspect that a third-party application is adversely affecting the operation of
your handheld, contact the developer of the application. In addition, Palm, Inc. has
information about some applications' compatibility with your handheld. To find this
information, do one of the following:

Palm works with developers of third-party add-on applications to ensure the

www.palm.com

.

66

Installing and removing applications

Go to www.palm.com/support. Click the link for information about your handheld,

■

and then find the information on compatibility of third-party applications.

Read the readme file for your handheld. After you install Palm Desktop software

■

on your computer, open the Palm folder. The readme file is located in the Helpnote
folder.

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

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

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

2. Double-click the Palm Desktop icon on your desktop.

3. Click Install.

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

TIP

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

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

5. Click Add.

6. Select the application(s) that you want to install.

7. Click Open.

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Chapter 4 Working with Applications

8. 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.

9. Click OK to close the Change Destination window.

10. Click Done to close the Install Tool window.

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

See “Conducting cradle/cable HotSync operations” in Chapter 16 for details.

NOTE

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

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

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

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

into the Add-on folder in your Palm folder.

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

3. From the HotSync menu, select Install Handheld Files.

68

Installing and removing applications

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

handheld.

5. Click Add To List.

If the file you want to install is not listed in the dialog box, go to the folder to
which you copied the file. Most handheld application files have the extension
PRC, PDB, PQA, or SCP.

6. Select the application(s) you want to install.

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

You can also drag files or folders of files to the list in the Install Handheld

TIP

Files dialog box. The files are copied to the Files To Install folder.

69

Chapter 4 Working with Applications

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

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

9. 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

handheld. See “Conducting cradle/cable HotSync operations” in Chapter 16
for details.

NOTE

not installed. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm application files. For your handheld to recognize such a file, you
must first launch the associated application at least once.

Removing applications

If you run out of memory or decide that you no longer need an application you
installed, you can remove applications from your handheld or from an expansion
card. From your handheld, you can remove only add-on applications, patches, and
extensions that you install; you cannot remove the applications that reside in the
ROM portion of your handheld.

To remove an add-on application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Delete on the App menu.

4. Tap the Delete From pick list and select either Handheld or Card. If you want

to delete 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 were

70

5. Tap the application that you want to remove.

6. Tap Delete.

7. Tap Yes.

8. Tap Do n e.

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your
computer.

Installing and removing applications

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

NOTE

of the operating system installed on your computer.

You may need to modify the steps shown here to accommodate the version

To remove Palm Desktop software from a Windows computer:

1. From the Windows Start menu, select Settings and then click Control Panel.

2. Double-click the Add/Remove Programs icon.

3. Click the Change or Remove Programs button.

4. Select Palm Desktop.

5. Click Change/Remove.

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

6. Click Yes in the Confirm File Deletion box.

7. Click OK.

8. Click Close.

NOTE

If you want to synchronize data with another personal information manager
(PIM) you need to install the HotSync Manager from the Desktop Software CD-ROM.
During the installation select the Custom option and then choose to install only
HotSync Manager.

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Chapter 4 Working with Applications

To remove Palm Desktop software from a Mac computer:

1. Insert the Desktop Software CD-ROM in the CD-ROM drive on your computer.

2. Double-click the Desktop Software CD-ROM icon on your desktop.

3. Double-click the Palm Desktop Installer icon.

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

5. Select the software you want to remove.

6. Click Uninstall.

7. Select the folder that contains your Palm Desktop software files.

8. Click Remove.

9. Restart your computer.

72

CHAPTER 5

Using Address Book

Address Book enables you to keep names, addresses, phone numbers, and

other information about your personal or business contacts. Use Address

Book to do the following:

■ Quickly look up or enter names, addresses, phone numbers, and other

information. See “Finding information” in Chapter 4 for details.

■ Enter up to five phone numbers (home, work, mobile, fax, and so on) or e-mail

addresses for each name.

■ Define which phone number appears in the Address list for each Address Book

entry.

■ Attach a note to each Address Book entry, in which you can enter additional

information about the entry.

■ Assign Address Book entries to categories so that you can organize and view

entries in logical groups.

■ Create your own digital business card that you can beam to other devices with

an infrared (IR) port and an application that can read the data.

To open Address Book:

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

Address Book opens to display the list of all your records.

Address Book button

TIP Press the Address Book application button repeatedly to cycle through the

categories in which you have records. You can also press and hold the Address Book
application button to instantly beam your business card to another device with an IR
port. The receiving device must also have an application that can read the Address
Book data.

73

Chapter 5 Using Address Book

C

Creating an Address Book entry

A record in Address Book is called an entry. You can create entries on your
handheld, or you can use Palm™ Desktop software to create entries on your
computer and then transfer the entries to your handheld with your next HotSync
operation.

Palm Desktop software also has data import capabilities so that you can load
database files into Address Book on your handheld.

See “Importing data” in Chapter 3 and Palm Desktop online Help for more
information.

To create a new Address Book entry:

1. Press the Address Book application button on the front of your handheld to

display the Address list.

2. Tap N ew.

ursor
at Last
name

®

74

Ta p N e w

3. Enter the last name of the person you want to add to your Address Book.

The handheld automatically capitalizes the first letter of each field (except

®

numeric and e-mail fields). You do not have to use the Graffiti

capital stroke to

capitalize the first letter of the name.

4. Use the Next Field Graffiti stroke to move to the First Name field.

Next Field

5. Enter the first name of the person in the First Name field.

6. Enter the other information that you want to include in this entry.

You can also move to any field by tapping it directly.

TIP

As you enter letters in the Title, Company, City, and State fields, text appears for
the first logical match that exists in your Address Book. As you enter more

Creating an Address Book entry

letters, a closer match appears. For example, you may already have Sacramento
and San Francisco in your Address Book. As you enter S, Sacramento appears,
and as you continue entering a and n, San Francisco replaces Sacramento. As
soon as the word you want appears, tap the next field to accept the word.

7. Tap the scroll arrows to move to the next page of information.

8. After you finish entering information, tap Done.

Tap Done

To create an entry that always appears at the top of the Address list, begin the

TIP

Last name or Company field with a symbol, as in *If Found Call*. This entry can
contain contact information in case you lose your handheld.

Selecting types of phone numbers

You can select the types of phone numbers or e-mail addresses that you associate
with an Address Book entry. Any changes you make apply only to the current
entry.

To select other types of phone numbers in an entry:

1. Tap the entry that you want to change.

2. Tap Edit.

3. Tap the pick list next to the label you want to change.

4. Select a new label.

Ta p
triangle

75

Chapter 5 Using Address Book

Changing Address Entry details

The Address Entry Details dialog box provides a variety of options that you can
associate with an entry.

To open the Address Entry Details dialog box:

1. Tap the entry whose details you want to change.

You can also use the navigator to open an Address entry. See “Using the

TIP

navigator” in Chapter 2 for instructions.

2. Tap Edit.

3. Tap De t ai ls .

4. Select any of the following settings:

Show in List

Select which type of phone or other information appears in
the Address list screen. Your options are Work, Home, Fax,
Other, E-mail, Main, Pager, and Mobile. The identifying
letters W, H, F, O, M, or P appear next to the record in the
Address list, depending on which information is displayed.
If you select E-mail, no identifying letter is displayed.

Category

Private

Assign the entry to a category.

Hide this entry when Security is turned on.

Making connections from Address Book

You can use the entries in your Address Book to launch applications that perform
tasks such as dialing a phone number or creating an e-mail or SMS message.
Some of the applications you can launch are included on the Software Essentials
CD-ROM that comes with your handheld, and others may be available from third­party developers and are sold separately. Most of these applications require a GSM
mobile phone or an optional modem accessory that is compatible with your
handheld (mobile phone and modem accessory sold separately).

76

Quick Connect

You can use Quick Connect to select an entry and initiate a related task with one
hand, using the navigator. You can also configure which application opens when
you choose a specific Address record field, and whether to add a prefix to all phone
numbers.

Creating an Address Book entry

To use Quick Connect from an Address entry:

1. Open the Address entry to which you want to connect.

2. Press Right on the navigator to open the Quick Connect dialog box.

You can also tap the Quick Connect icon in the title bar of the Address

TIP

record.

3. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone
number, Quick Connect sends the selected phone number to your mobile
phone.

To use Quick Connect from the Address list:

1. Highlight the Address entry to which you want to connect.

2. Tap the Menu icon .

3. Select Connect on the Record menu.

4. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone
number, Quick Connect sends the selected phone number to your mobile
phone.

To configure Quick Connect settings:

1. From the Quick Connect dialog box, tap Settings.

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Chapter 5 Using Address Book

2. (Optional) Tap the Number Prefix check box and enter a prefix.

For example, to dial 1 before all phone numbers, select this check box and enter
a “1” in this field. The prefix is not added to a number that begins with the “+”
character.

3. Tap each of the pick lists and select the application you want to associate with

that task.

4. Tap OK .

Tap-to-Connect

With Tap-to-Connect you can select an entry and initiate a related task by tapping
it with the stylus. By default, Tap-to-Connect is not enabled.

To enable Tap-to-Connect:

1. From the Address list, tap the Menu icon .

2. Select Option, and then select Preferences.

3. Tap Enable Tap-to-Connect.

4. Tap OK .

You can also configure which application opens when you tap a specific Address

TIP

record field, and whether to add a prefix to all phone numbers. See “Quick Connect”
earlier in this chapter to learn how to configure these settings.

To make a connection with Tap-to-Connect:

1. From the Address list, tap the entry to which you want to connect.

2. Tap an item.

For example, to dial a phone number, tap the number you want to dial. To
address an e-mail message, tap an e-mail address.

3. (Optional) Tap the number to edit it.

78

For example, you might want to add an area code, a “1,” or a country code
before a phone number.

Using Address Book menus

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

See “Using menus” in Chapter 4 for information about selecting menu commands.

The Record and Options menus differ depending on whether you’re displaying
the Address list screen or the Address view screen.

Record menus

Address list

Duplicate
Address

Creating an Address Book entry

Address view

Makes a copy of the current record and displays the copy in
Address Edit so you can make changes to the copied record. The
copy has the same category and attached notes as the original
record.

Connect

Send Category

Send Address

Opens the Quick Connect dialog box, where you can choose
which application you want to use to make the connection.

Opens a dialog box where you can choose how you want to send
all records in the selected category to another device. The
options available depend on the software installed on your
handheld.

Opens a dialog box where you can choose how you want to send
the selected entry to another device. The options available
depend on the software installed on your handheld.

79

Chapter 5 Using Address Book

Options menus

Address list

Address Edit view

Preferences

Rename Custom
Fields

Opens a dialog box where you can choose Address Book
display options.

Remember last category.

Determines how Address Book
appears when you return to it from another application. If
you select this check box, Address Book shows the last
category you selected. If you deselect it, Address Book
displays the All category.

These custom fields appear at the end of the Address Edit
screen. Rename them to identify the kind of information
you enter in them. The names you give the custom fields
appear in all entries.

You can use these custom fields to track additional
information in your Address records such as names of
spouses, children, or any other details.

80

About Address
Book

Shows version information for Address Book.

CHAPTER 6

Using Calculator

Calculator enables you to perform basic calculations. Use Calculator to do
the following:

■ Perform addition, subtraction, multiplication, division, and square root

operations.

■ Store and retrieve values.

■ Display the last series of calculations, which is useful for confirming a series of

“chain” calculations.

To open Calculator:

1. Tap the Home icon .

2. Tap the Calculator icon .

Performing calculations

The Calculator includes several buttons to help you perform calculations.

Clears the entire calculation so that you can begin a fresh calculation.

Clears the last number you entered. If you make a mistake while
entering a number in the middle of a calculation, you can use this
button to reenter the number without starting the calculation over.

Toggles the current number between a negative and positive value.
If you want to enter a negative number, enter the number first and
then press the +/- button.

81

Chapter 6 Using Calculator

Places the current number into memory. Each new number you
enter with the M+ button is added to the total already stored in
memory. The number that you add can be either a calculated value
or any number you enter by pressing the number buttons. Pressing
this button has no effect on the current calculation (or series of
calculations); it merely places the value into memory until it is
recalled.

Recalls the stored value from memory and inserts it in the current
calculation.

Clears any value that is stored in the Calculator memory.

Calculates the square root of a number. Enter the number, and then
tap the square root button.

Viewing Recent Calculations

The Recent Calculations command enables you to review the last series of
calculations and is particularly useful for confirming a series of “chain”
calculations.

To display recent calculations:

1. Tap the Menu icon .

2. Select Options, and then select Recent Calculations.

3. After you finish reviewing the calculations, tap OK.

82

Using Calculator menus

The Calculator menu is shown here for your reference, and Calculator features that
are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

Options menu

Using Calculator menus

About Calculator

Shows version information for Calculator.

83

Chapter 6 Using Calculator

84

Card Info enables you to review general information about an expansion
card. Use Card Info to do the following:

■ Review card contents.

■ Rename a card.

■ Format a card.

Reviewing Card Information

You can view the card name, type, available storage space, and a summary of its
contents.

To review Card Information:

CHAPTER 7

Using Card Info

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Review Card name, Type, and Size.

4. Review card contents summarized by directory.

Review card information

Review summarized
card contents

85

Chapter 7 Using Card Info

Renaming a card

The expansion card name appears in the Category pick list and other lists that
enable you to choose where to information on your handheld. You can assign a
name to each expansion card that indicates its contents.

To rename a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

4. Select Rename Card from the Card menu.

5. Enter the new name for the card.

6. Tap R en am e.

Formatting a card

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

To format a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

4. Select Format Card from the Card menu.

5. Tap OK .

86

Managing expansion cards

■ When writing data to an expansion card, wait for your handheld to complete

the operation before removing the card from the slot. This prevents data
corruption or accidental damage to the expansion card.

■ You can install applications to an expansion card after performing an initial

HotSync
information. For optimal performance, we recommend that you do not install
more than fifty applications to a single expansion card.

■ Reading and writing information on an expansion card uses more battery

power than performing the same task on your handheld. If you have ample
storage space on your handheld, consider copying the information to your
handheld.

■ When your handheld’s battery level becomes very low, access to the expansion

card may be disabled to protect your data. If this occurs, recharge your
handheld as soon as possible.

®

operation. See “Installing add-on applications” in Chapter 4 for

Managing expansion cards

Using Card Info menus

The Card Info menu is 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 4 for information about selecting menu commands.

Card menu

Help

About Card Info

Provides help text.

Shows version information for Card Info.

87

Chapter 7 Using Card Info

88

CHAPTER 8

Using Date Book

Date Book enables you to quickly and easily schedule appointments or any
kind of activity associated with a time and date. Use Date Book to do the
following:

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

date.

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

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

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

lunch, or afternoon appointments.

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

items for the day.

■ Set an alarm to notify you of the scheduled activity.

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

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

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

in your Date Book.

To open Date Book:

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

Date Book opens to today’s schedule.

Date Book button

TIP Press the Date Book application button repeatedly to cycle through the

Day, Week, Month, and Agenda views.

When you open Date Book, the screen shows the current date and a list of times for
a normal business day.

89

Chapter 8 Using Date Book

Scheduling an event

A record in Date Book is called an event. An event can be any kind of activity that
you associate with a day. You can enter a new event on any of the available time
lines.

When you schedule an event, its description appears on the time line, and its
duration is automatically set to one hour. You can easily change the start time and
duration for any event.

It’s possible to schedule events that overlap, but Date Book makes it easy to find
such conflicts. See “Spotting event conflicts” later in this chapter.

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

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

To schedule an event for the current day:

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

Ta p a
time line

Time bar
shows
duration

Enter event

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

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

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

Ta p t h e
time of an
event

90