Palm Treo 180g - Windows Edition User Guide

Treo™ 180g Communicator User Guide

Windows Edition

Copyright © 2001 Handspring, Inc. All Rights Reserved. Handspring, the Handspring logo, Treo, Blazer, and the Blazer logo are trademarks of Handspring, Inc., and m ay be registered in some jurisdictions. Portions copyright © 1998-2001 Palm, Inc. o r its subsidiaries . All rights re ser ved. Pa lm OS, Graffit i, and HotSync are registere d trade marks, and Palm and the Hot S ync lo g o are trademarks of Palm, I nc ., an d ar e use d b y Ha nd spring under license. All other trademarks and trade names are the property of their respective owners.

Disclaimer an d limitation of liability

Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook.

Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties that may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result o f ma lfunc tio n, de ad b at te ry, or rep ai rs. Be s ure to mak e back up cop i es of a ll important data on other media to protect against data loss.

Warranty and Licen se Agreement

For warranty information and a copy of the End User License Agreement applicable to your Handspring product, please see the Handspring web site at http://support.handspring.com/esupport/forms/hsFileList.jsp?Type=Warranties. If you would like a copy o f these m aterials mail ed to you, o r if you ha ve any questio ns, plea se con tact Hand spring Customer Support.

The information included o n t his web sit e s ets fo rth Ha nd spri ng 's sole a nd co mplet e wa rrant y and s oft war e lice nsing obligations with respect to your H andspring produc t. Use of t he produ ct i ndicates yo ur accept ance of th e terms of the warranty and the End User License Agreement.

Software download avail ab le

Wireless setup and desktop synchronization software are supplied on the Handspring CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download this software from www.handspring.com.

Page 2 Windows Edition

Introduction to Your Treo™ 180g Communicator . . . . . . . . . . . . . . . . . . . . . . . . 11

Getting to know your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

What is a Treo communicator? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Treo components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Inserting the SIM card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Charging the battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Turning your Treo on and off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Using the backlight . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Using the stylus to get things done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Elements of the communicator interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Moving around the screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Customizing your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Using the headset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Connecting the HotSync cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Using desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Using your communicator with Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Using your communicator with Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Using your communicator with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Using an e-mail application with your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Entering Data in Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

The Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

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

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

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

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

Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Locking your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Applications Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Blazer Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

SMS Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

SIM Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

SIM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Common Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Choosing a menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Graffiti® menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Command toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Page 4 Contents

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Entering text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Other ways to delete records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

System-defined and user-defined categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Looking up Contacts records in PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Using Phone Number Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Hiding and masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Exchanging and updating data:

HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Performing a HotSync operation for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Tips on beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

Application Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Using the Speed Dial view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Using the Dial Pad view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Using the Contacts view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Using the Call History view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92

Using the Active Call view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Forwarding calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Other ways to make a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99

PhoneBook menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108

Changing the Date Book Plus view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Working in Week View with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Contents Page 5

Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114

Working with floating events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114

Working with To Do items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115

Using the Daily Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116

Using templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116

Date Book Plus menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117

Blazer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124

Viewing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124

Working with bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

Blazer menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128

SMS Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132

Enabling SMS and SMS Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132

Receiving SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Viewing messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Replying to messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Creating SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Creating a message signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Creating boilerplates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Copying and forwarding messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Modifying messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139

Resending messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139

Sorting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Deleting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

SMS Messaging menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Assigning a category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Checking off a To Do item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Selecting the Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Using the Basic Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Displaying Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Using the Advanced Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Using the Advanced Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Page 6 Contents

Creating a custom view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157

Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

Setting your home city . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

Selecting remote cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

Adding cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

CityTime menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163

Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164

Transferring your data to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165

Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .167

SIM Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169

Copying entries from your Speed Dial list to your SIM card . . . . . . . . . . . . . . . . . . . . . . . .169

Copying entries from your SIM card to your Speed Dial list . . . . . . . . . . . . . . . . . . . . . . . .170

Deleting entries from your SIM card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170

Dialing entries on your SIM card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171

SIM Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171

SIM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

Setting Preferences for

Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Viewing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174

Pen Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174

HotSync Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Connection Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Setting wireless modem configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .180

General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .180

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .180

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181

Network Preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Contents Page 7

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Creating a login script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .189

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

Network Preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .192

Ringer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194

Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198

Preparing your computer for infrared communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . .198

Configuring HotSync Manager for infrared communication . . . . . . . . . . . . . . . . . . . . . . . .200

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201

Returning to serial cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Conducting a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203

Preparing your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Selecting the conduits for a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . .205

Performing a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Conducting a HotSync operation via a network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Performing a dial-in network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Performing a network HotSync operation via a LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Maintaining Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Caring for your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Resetting your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .212

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .212

Performing a warm (or safe) reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Page 8 Contents

Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .216

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .217

Wireless communication problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .226

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .226

Creating a Custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

About mapping tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

Customizing existing sample templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

Determining the layout of the Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .229

Analyzing your custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230

Programming the mapping table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .230

Using applications other than Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234

Expense file details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .234

Non-ASCII Characters

for Login Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Advanced Call Forwarding Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 37

Forwarding calls when your communicator is busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237

Forwarding calls that you do not answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238

Forwarding calls when your communicator is unreachable . . . . . . . . . . . . . . . . . . . . . . . . .238

General Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .238

Other Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .239

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243

Contents Page 9

Page 10 Contents

Chapter 1

Introduction to Your Treo™ 180g Communicator

This chapter explains the physical buttons and controls on your Treo™ 180g communicator, how to use your communicator for the first time, and how to install Palm™ Desktop software and the HotSync your computer.

Getting to know your communicator

What is a Treo communicator?

Your Treo communicator combines the power of a full-featured mobile phone, e-mail, SMS messaging, a Palm OS With your Treo communicator, you can do everything you can do with your existing mobile phone with greater speed and ease. You can store thousands of numbers in your PhoneBook and up to 50 speed dial entries, and dial any of them with just a few taps on the screen. You can even set up a 3-way conference call by joining two calls and use the personal speakerphone for handsfree use without a headset attachment.

Manager synchronization software so you can synchronize your communicator and

handheld, and the Internet in one compact and indispensable device.

Lighten your load. Everything you need is in one compact device. Your Treo communicator helps you stay in touch. With instant access to your e-mail, you can send and receive e-mail from anywhere, and use SMS messaging to exchange quick messages with other mobile phones on your network. The award-winning Blazer Internet—not just a few optimized for mobile access; now you can download directions, confirm flight reservations, find a restaurant, and check stock prices wherever you are. Everything you need to stay organized is close at hand on your communicator, including popular Palm OS applications such as Date Book Plus, PhoneBook, To Do List, Memo Pad and more.

To make sure you don’t lose any of this important information, you can synchronize your data with desktop software on your computer so you always have a backup copy.

web browser gives you access to any site on the

Chapter 1 Page 11

System requirements

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

Minimum requirements

■ Windows 98, Windows Me, Windows 2000, or Windows XP with USB port,

(for USB HotSync

--or-Windows 95, Windows 98, Windows Me, Windows 2000, Windows XP, or Windows NT 4.0 with serial port (for serial HotSync cable)

■ 32 MB RAM (memory)

■ 25

MB available hard disk space

■ VGA monitor or better

■ CD-ROM drive (you can also download Palm Desktop software from www.handspring.com)

■ Internet Explorer 5.01 or higher (recommended)

cable)

Upgrade information

If you already own a Palm OS handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Treo communicator into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to update the HotSync Manager on your computer.

You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new communicator.

To upgrade:

1. Synchronize your old communicator with your old Palm Desktop software. This ensures that the latest information from your communicator is on your desktop computer.

2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desk top software (this is usually the Handspring or Palm folder), copy (

do not move

) your user name

folder, and store the copy outside the Palm Desktop software folder.

3. Follow the installation instructions that begin on page 26. Be sure to install the new software in the same folder as the old software.

4. Connect your new communicator to the HotSync cable and press the HotSync button on the cable. If the Select User dialog box appears, select your user name.

5. Compare the applications on your old handheld and your new communicator.

6. Beam any third party applications that did not transfer from your old handheld to your new communicator, or install them from the original files.

Page 12 Introduction to Your Treo™ 180g Communicator

Each device must have a unique name

After you complete the upgrade process described above, you have two devices with the same name. This is an undesirable situation. Each device must have a unique name in order to prevent unexpected results during HotSync operations and other complications.

We strongly recommend that you perform a hard reset on your old handheld. See page 213 for details.

A hard reset not only erases all data from the old handheld; it also erases the name and makes that handheld a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old handheld, you are asked to give it a name. Be sure to give it a unique name.

Treo components

Locating front panel controls

Speaker

Screen

Headset jack

Rocker switch

Contrast control Microphone

Graffiti writing area

Application buttons

Scroll buttons

Speaker Functions as the earpiece on your Treo. Headset jack Enables you to connect a hands-free headset for use with the wireless

features. Use only headsets that are compatible with your communicator.

Chapter 1 Page 13

Rocker switch Enables you to navigate on your communicator with just one hand. You can

use the rocker switch as an alternate method to perform a variety of tasks, such as adjusting the call volume level on your phone. The rocker switch functions change based on whether your communicator’s wireless mode is on or off and which application you are using.

To use the rocker switch, roll the dial up or down, press it in and release it, or press and hold it.

Contrast Control

Opens the contrast control screen when you tap this icon. The contrast control screen enables you to adjust the appearance of your communicator screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your communicator, you may need to adjust the contrast.

To adjust the contrast, drag the slider or tap the ends of the contrast bar to increase or decrease the contrast. To fine tune the contrast, press the scroll buttons on the front panel of your communicator.

Microphone Functions as the mouthpiece when you use the wireless phone features of

your Treo.

Scroll buttons Displays text and other information that extends beyond the area of the

communicator screen. Pressing the bottom scroll button scrolls down to view information below the viewing area, and pressing the top scroll button scrolls up to view the information above the viewing area. The scroll buttons also enable you to navigate between records in an application and to adjust the volume during a call.

Application buttons

Activates the applications that correspond to the icons on the buttons: PhoneBook, Date Book Plus, Blazer (or another web browser installed by your wir eless serv ic e provider), and SMS M essaging. See page 174 for details on reassigning these buttons to activate any application on your communicator.

Tip: If your communicator is turned off, pressing any application button

turns on your communicator and opens the corresponding application.

Graffiti writing area

Communicator screen

Page 14 Introduction to Your Treo™ 180g Communicator

The area where you write letters and numbers using the Graffiti alphabet. See Chapter 2 to learn how to write Graffiti characters.

Displays the applications and information stored in your communicator. It is touch-sensitive and responds to the stylus.

Locating top panel controls

Antenna

Stylus

LED

Power button

IR port

Ringer switch

Antenna Receives and sends wireless communication signals. The antenna does not

telescope out of your communicator.

Stylus Serves as the writing instrument used to enter data in your communicator. To

use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil.

Power button

Turns your communicator and wireless mode on and off, and controls the backlight. See page 18 for details.

IR port Uses infrared technology to transmit data to and receive data from other

Palm OS devices. See the section that begins on page 79 for details. You can also use the IR port to update the information between your communic ator and co mputer usi ng HotSync technolog y. See the se ction that begins on page 198 for details.

LED Provides status information for your Treo based on the color of the light and

the blink state. No light: Wireless mode off Solid: Connected to travel charger

Green = Fully charged Red = Charging

Blinking: Wireless mode on

Green = In coverage area Red = Out of coverage area

Double-blink red: Low battery

Ringer switch Controls the ringer setting. See page 193 for details on changing the

settings.

all

Note: Silencing the ringer also turns off

system sounds, including

alarms. When you silence the ringer, Date Book Plus alarms vibrate.

Chapter 1 Page 15

Locating back panel components

Reset button

SIM card door

SIM card door Secures your SIM (Subscriber Identity Module) card in your phone. Reset button Under normal use, you should not have to use the reset button. See

Appendix A for information about when and how to use the reset button.

Charger an d USB/serial connector

Charger and USB/serial connector

The connector that connects your communicator to the travel charger and HotSync cable. The HotSync cable connects to a USB port or serial port on your computer and enables you to synchronize the information between your communicator and computer using HotSync technology.

Inserting the SIM card

The SIM card is a small rectangular plastic piece that contains your phone number and account information. It is included with your wireless service provider’s documentation and is often referred to as a “smartcard.” If a SIM card did not come with your communicator, your wireless service provider will provide you with one when you subscribe to their service.

You must insert your SIM card into your communicator before you can use it for wireless communications. Since calls are billed to your phone number, you can, however, move your SIM card to any phone that uses a SIM card, and the calls will be billed to your account.

To insert the SIM card:

1. Remove the SIM door.

2. With the contacts face-up, align the notch on the SIM card with the notch on the door and insert the SIM card into the slot on the door.

SIM door

SIM card

Notch

3. Replace the SIM door.

Page 16 Introduction to Your Treo™ 180g Communicator

Charging the battery

To use your communicator, you must connect the travel charger or the HotSync cable and charge the battery. When you’re near your computer, connect your communicator to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 23. When travelling, connect the travel charger cable directly to your communicator as shown in this section.

When wireless mode is on, a fully charged battery provides approximately 2.5 hours of talk time or 60 hours of standby time. When wireless mode is off, a fully charged battery provides approximately three weeks of use in handheld mode.

If the battery drains to the point where your communicator does not turn on, it stores your data safely for about three days. Therefore, we recommend that you charge the battery daily to avoid potential data loss. See Appendix A for tips on extending the life of the battery.

To charge the battery with the travel charger:

1. Plug the travel charger into a wall outlet.

2. With the word “UP” facing up (as shown), connect the travel charger cable to the charger

connector on the bottom of your communicator.

LED

Tip: The LED is solid red while your communicator charges. When the LED turns solid green,

your communicator is charged. It takes approximately 90 minutes to charge a fully drained battery.

Chapter 1 Page 17

Turning your Treo on and off

Your Treo communicator has two operating modes: a handheld mode and a wireless mode. You can turn the handheld mode and the wireless mode on and off independent of each other. When you turn on the handheld mode, you can use organizer applications such as Date Book Plus and To Do List. When you turn on the wireless mode, you can make or receive calls. You can also turn both modes on at the same time. When both the handheld and wireless modes are on, you can use the organizer applications as we ll as send and receive calls.

To turn handheld mode o n an d off, do any of the following:

■ Open the lid to turn it on, or close the lid to turn it off.

■ Press the power button.

■ Press and release the rocker switch.

■ Press any application button on the front of your communicator.

To turn wireless mode on and off:

■ Press and hold the power button until you hear the confirmation tones to turn wireless mode

on and off. The ascending tone indicates wireless mode is now on and the descending tone indicates wireless mode is now off.

Using the backlight

If you have difficulty seeing the information on your communicator in dark environments, you can use the backlight to illuminate the images on the screen.

Note: If you have difficulty seeing the screen in well-lit environments, adjust the contrast instead

of using the backlight. See page 13 for details.

To turn the backlight on and off:

■ Press the power button twice in quick succession.

Backlight tips:

■ You can assign the full-screen pen stroke to activate the backlight. See page 174 for details.

■ The backlight turns on automatically when an incoming call “wakes up” your communicator.

■ The backlight also turns off automatically (after a period of inactivity) with the Auto-off

feature. See page 180 for details.

Page 18 Introduction to Your Treo™ 180g Communicator

Using the stylus to get things done

Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your communicator screen is the basic action to get things done on your communicator.

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

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

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

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

■ Open applications

■ Choose menu commands

■ Initiate a global Find operation

■ Select options in dialog boxes

■ Open the onscreen keyboards

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

Chapter 1 Page 19

Elements of the communicator interface

Menu bar

Check box

Icons

Menu bar A set of commands that are specific to the application. Not all applications have a

menu bar.

Command buttons

Icons

abc With the cursor in an input field, tap the “abc” dot to activate the alphabetic keyboard. 123 With the cursor in an input field, tap the “123” dot to activate the numeric keyboard. Check box When a check mark appears in a check box, the corresponding option is active. If a

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

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

check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark.

Pick list

Command buttons

Pick list Tap the arrow to display a list of choices, and then tap an item in the list to select it.

Previous/next arrows

Previous/ next arrows

Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the display one line at

Page 20 Introduction to Your Treo™ 180g Communicator

Tap the up and down arrows to display the previous and next page of information; tap the left and right arrows to display the previous and next record.

a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.

You can also scroll to the previous and next pages by pressing the scroll buttons on the front panel of your communicator.

Scroll bar

Moving around the screen

You can move between entry fields, pick lists, check boxes, and other options by using the stylus, the scroll buttons, or the rocker switch.

To move around the screen do one of the fo llow ing:

■ Tap an item with the stylus.

■ Press the scroll buttons to scroll through the items on the screen.

■ Roll the rocker switch up or down to scroll through the items on the screen.

Displaying online tips

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

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Customizing your communicator

You can customize your communicator by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; configure your communicator to work with a modem or network, and select ringer settings. See Chapter 7 for more information on customizing your communicator.

To open the Preferences screens:

1. Tap the Applications icon .

2. Tap the Preferences icon .

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

4. Tap the Preferences category you want to view. The following procedures for setting the time and date give you an example of how to customize

your communicator. You make changes to the time and date in General preferences.

Chapter 1 Page 21

To set the current time:

1. Tap the Set Time box.

Tap here

2. Tap the up or down arrows to change the hour.

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

4. Tap AM or PM. Note: Your communicator can also display time based on a 24-hour clock. See page 179

for details.

5. Tap OK.

To set the current date:

1. Tap the Set Date box.

2. Tap the arrows to select the current year.

Tap arrows to select year

Tap to select month

Tap to select date

3. Tap the current month.

4. Tap the current date.

Page 22 Introduction to Your Treo™ 180g Communicator

Using the headset

You can connect a headset for hands-free operation. Your Treo is compatible with the included headset and other headsets listed at www.handspring.com. If you need to use you r phon e whil e driving and this is permitted in your area, we recommend using a headset.

not

Note: Treo is

determine whether a headset is a three-pin headset by counti ng the number of silv er rings on the headset pin. A three-pin headset has three rings.

To use the headset:

1. Connect the headset plug to the headset jack on the side of your communicator.

compatible with three-pin (also called three-pole) style headsets. You can

Speaker

Microphone

Headset button

2. Place the speaker in your ear.

3. Press the headset button to perform any of the following functions:

■ Answer an incoming call (including an incoming call waiting call).

■ Switch between two active calls.

■ Place the second call on hold when you have two active calls.

■ Hang up an active call.

Connecting the HotSync cable

The HotSync cable that comes with your Treo enables you to charge your communicator battery and to synchronize the information on your communicator using HotSync technology.

Note: If your computer does not have a USB port, or it uses Windows 95 or Windows NT, you

need a serial HotSync cable to connect to your computer. You can purchase a serial HotSync cable from www.handspring.com.

To connect the HotSync cable:

1. Connect the travel charger cable to the short end of the Hotsync cable. Be sure to match the

sides of the connectors labeled “UP.”

Chapter 1 Page 23

2. Connect the USB HotSync cable to a USB port on your computer, or connect the Serial

Serial

HotSync cable to a Serial port on your computer.

3. Connect the long end of the HotSync cable to your communicator with the button facing up.

USB cable and port

cable and port

Note: If you are unsure about the exact location of the USB port or serial port on your computer,

refer to the manual supplied with the computer.

4. Plug the travel charger into a wall outlet.

Tip: The travel charger does not need to be plugged into a wall outlet to perform a HotSync

operation. However, if you want to use the HotSync cable to charge your Treo communicator, you must plug the travel charger into a wall outlet.

Page 24 Introduction to Your Treo™ 180g Communicator

Using desktop software

When you use desktop software with HotSync technology, you can do any of the following:

■ Work with your communicator applications on your computer. Most desktop software

applications duplicate many of the applications on your communicator, so you can view, enter, and modify most of the data stored on your communicator.

■ Back up and synchronize data between your communicator and your computer.

Synchronization is a one-step procedure that ensures that changes you make on your communicator or desktop software appear in both places. See the section that begins on page 78 for details.

■ Configure the wireless data features of your Treo.

■ Import and export data, so you can easily transfer data from other desktop applications into

many of your applications. See the section that begins on page 37 for details.

■ Print data from your desktop software on any printer.

Chapter 1 Page 25

Using your communicator with Palm Desktop software

Your communicator comes with Palm Desktop software. Palm Desktop software includes many of the same applications as your communicator: Date Book, Address (the Contacts view in PhoneBook), To Do List, Memo Pad, Expense, and desktop e-mail connectivity.

The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software.

Note: You must install the software that comes with your Treo communicator even if you

already installed Palm Desktop software for a previous Palm OS handheld.

not

To ensure a safe and uninterrupted installation of Pal m Desk top softwa r e, plea se do copy the Palm Desktop software files to your computer’s hard disk. You must use the installer to place the files in their proper locations and to decompress the files.

To install Palm Desktop software:

1. Connect the HotSync cable. See page 23 for instructions.

2. Exit any open programs, including those that run at startup such as Micro soft Office, and disable any virus-scanning software.

3. Insert the Handspring CD-ROM into the computer’s CD-ROM drive.

4. If the language selection screen appears, click the same language you selected on yo ur communicator.

Choosing a different language may result in loss of data.

simply

5. If the model selection screen appears, click the name of the product you purchased and follow the onscreen instructions to continue the installation.

6. Follow the onscreen instructions to complete the installation and to configure your Treo for wireless data communication.

When the set up process is done, the installation screen closes automatically.

Using your communicator with Microsoft Outlook

The software that comes with your Treo communicator includes everything you need to synchronize your communicator with Microsoft Outlook. If you already have Microsoft Outlook installed on your computer, the installation program prompts you to choose the Microsoft Outlook synchronization option.

Using your communicator with another PIM

If you prefer to use another personal information manager (PIM), such as Lotus Notes, you can use it if third-party connection software, called a conduit, is available for your PIM. You must install the software that came with your Treo communicator along with the conduit for your PIM to synchronize the data between your communicator and your PIM. Fo r information on conduit software, go to this web site: www.handspring.com.

Page 26 Introduction to Your Treo™ 180g Communicator

Using an e-mail application with your communicator

Your communicator comes with two e-mail applications: One-Touch Mail™ by JP Mobile, and Palm Mail.

Note: To use a wireless e-mail application , your w irel ess service provider must support data

services and it must be part of your service package (some wireless service providers may require you to sign up for data services separately). You must also have an account established with an ISP (Internet Service Provider). Many wireless service providers also provide ISP services. If ISP information is available from your wireless service provider when you configure your wireless communication settings with the Handspring CD-ROM, the installation program sets up your communicator for use with that provider.

One-Touch Mail

One-Touch Mail is a wireless e-mail application that enables you to access your ISP (POP3 account) e-mail directly from your communicator. You may also be able to use One-Touch Mail to access your corporate e-mail; contact your System Administrator for assistance.

To install One-Touch Mail, do one of the following:

■ Select the One-Touch Mail option when you configure the wireless communication features

using the Handspring CD-ROM.

■ If you already installed the desktop software from the Handspring CD-ROM but didn’t install

this application, select Configure Your Treo under Programs/Handspring (or Palm) on the Windows Start menu, and then choose One Touch Mail when prompted to select an e-mail application.

Palm Mail

Palm Mail is a synchronization based e-mail application. Each time you synchronize with your computer, Palm Mail retrieves new messages from your desktop e-mail application and sends any new messages you created on your communicator.

To install Palm Mail:

■ Select Mail Setup under Programs/Handspring (or Palm) on the Windows Start menu.

Chapter 1 Page 27

Page 28 Introduction to Your Treo™ 180g Communicator

Chapter 2

Entering Data in Your Communicator

This chapter explains how to enter data into your Treo™ 180g communicator using each of the following methods:

■ Using Graffiti

■ Using the onscreen keyboard

■ Using your computer keyboard

■ Importing data

writing

Using Graffiti writing to enter data

Your communicator includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus an d they are inst antl y recognized as letters or numbers. This section shows you how to write letters, numbers, punctuation, and symbols as well as some Graffiti tips and tricks.

Writing Graffiti characters

Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn.

There are four basic concep ts f or su cce s s with Gr a ff it i writing:

■ If you draw the character shape exactly as shown in the tables later in this chapter (like the

shapes shown in the following diagram), you achieve 100% accuracy.

■ The heavy dot on each shape shows where to begin the stroke. Certain characters have

similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke).

■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing

area, your communicator recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents.

Chapter 2 Page 29

■ The Graffiti writing area is divided into two parts: one for writing the letters of the alphabe t

and one for writing numbers. The small division marks at the top and bottom of the Graffiti writing area indicate the two separate areas.

Write letters here Write numbers here

Division marks

To write Graffiti letters :

1. Tap the screen where you want your text to go. Note: You need to tap above the Graffiti writing area, and must see a blinking cursor before

you write the text.

2. Use the tables on the following pages to find the stroke shape for the letter you want to create. For example, the stroke shown below creates the letter “n.”

Note: There are two different stroke shapes available for some letters. For these letters,

choose the one that’s easiest for you.

Lift stylus here

Start stro ke at heavy dot

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

3. Position the stylus in the left-hand side of the Graffiti writin g 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.

That’s all there is to it! When you lift the stylus from the screen, your communicator recognizes your stroke immediately and prints the letter on the screen next to the cursor.

As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.

Important: You must begin the character strokes in the Graffiti writing area. If you do not make

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

Page 30 Entering Data in Your Communicator

Graffiti tips

When using Graffiti writing, keep these tips in mind:

■ Accuracy improves when you write large characters. You should draw strokes that nearly fill

the Graffiti writing area.

■ To delete characters, simply set the cursor to the right of the character you want to delete

and make the backspace stroke (a line from right to left) in the Graffiti writing area.

■ Write at natural speed. Writing too slowly can generate recognition errors.

■ Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing

area.

■ Press firmly.

The Graffiti alphabet

Letter Strokes Letter Strokes Letter Strokes

AK U

QSpace

Carriage

Return

ISBack

Space

JTPeriod

tap twice

Chapter 2 Page 31

Writing capital letters

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

Note: Graffiti writing includes a feature that automatically capitalizes the first letter when you

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

To draw the first letter of a w ord as a ca pital letter:

■ Use the Caps Shift stroke:

Caps Shift

Tip: When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the

communicator screen. If you accidentally activate Caps Shift, backspace will cancel it.

Caps Shift

To enter only capital letters (Cap s Lock):

■ Use the Caps Lock stroke:

Caps Lock

Tip: When Caps Lock is active, an underlined “up arrow” symbol appears in the lower-ri ght

corner of the communicator screen. To return to lowercase, make the Caps Shift stroke.

Caps Lock

Writing numbers

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

Number Strokes Number Strokes

Page 32 Entering Data in Your Communicator

Writing punctuation marks

Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.

Punctuation Shift

Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti

writing area (the letters

Symbol Stroke Symbol Stroke

Period

numbers side).

Dash

—

Comma

Apostrophe

Question

Exclamation

Additional Graffiti punctuation

    

  

Left Paren

(

Right Paren

)

Slash

Dollar

Chapter 2 Page 33

Writing symbols and extended characters

All symbols and extended characters begin with the stroke in the Graffiti writing area of your communicator:

Symbol

Shift

When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.

Symbol Shift

Writing accented characters

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

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



Accent strokes

 

Using these accent strokes, you can write the following accented letters: à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ

Page 34 Entering Data in Your Communicator

Additional non-English characters

You can write the following characters in the lowercase alphabet mode wit hout any specia l punctuation or shifting:







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

Navigation strokes

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

Command Stroke Move cursor right

Move cursor left

Previous field (Contacts view in PhoneBook only)

Next Field (Contacts view in PhoneBook only)

Open Contact Record (Contacts view in PhoneBook 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 page 193 to learn about creating your own ShortCuts.

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

ShortCut

Chapter 2 Page 35

Your communicator includes the following predefined Graffiti ShortCuts:

Entry ShortCut

Date stamp ds Time stamp ts Date / time stamp dts Meeting me Breakfast br Lunch lu Dinner di

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your communicator. Note that you cannot enter Graffiti characters while using the onscreen keyboard.

To use the onscreen keyboard:

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

2. Tap any record, or tap New.

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

Tap here for alpha keyboard

4. Tap the characters to enter text and numbers.

Tap here for numeric keyboard

Page 36 Entering Data in Your Communicator

Tab

Backspace Caps lock Caps shift

Tap here to display alphabetic keyboard

Tap here to display numeric keyboard

Note: The onscreen keyboard also includ es a dialog box fo r international characters. You

can switch among the three dialogs at any time to enter the exact text you need.

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

Carriage return

Tap here to display international keyboard

Using your computer keyboard

Many of the applications on your communicator are available in Palm Desktop software and in most Personal Information Manager (PIM) applications. If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software, or any supported PIM such as Microsoft Outlook, to enter information. You can then perform a HotSync synchronize the information on your computer with the information on your communicator. See the section that begins on page 78 for details on HotSync operations.

operation to

Refer to Palm Desktop online Help or the documentation that came with your PIM software for more information on entering data on your computer.

Importing data

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

Chapter 2 Page 37

handheld, you can transfer the data to your

Palm Desktop software can import data in the following file formats:

■ Comma delimited (.csv, .txt): Address and Memo Pad only

■ Tab delimited (.tab, .tsv, .txt): Address and Memo Pad only

■ CSV (Lotus Organizer 2.x/97 Mapping): Address only

■ vCal (.vcs) Date Book only

■ vCard (.vcf) Address only

■ Date Book archive (.dba)

■ Address archive (.aba)

■ To Do List archive (.tda)

■ Memo Pad archive (.mpa)

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

To import data:

1. Open Palm Desktop software.

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

3. If you are importing records that contain a field with category names, do the following: Select All in the Category box. Be sure that the same categories that appear in the imported file also exist in the application.

If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category.

4. From the File menu, choose Import.

5. Select the file you want to import.

6. Click Open.

7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right.

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

9. Click OK. The imported data is highlighted in the application.

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

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

Page 38 Entering Data in Your Communicator

Chapter 3

Managing Your Applications

This chapter explains how to switch between applicati ons on your Treo™ 180g communicator, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.

Using the Applications Launcher

Your communicator is equipped with a variety of applications. All the applications installed on your communicator appear in the Applications Launcher.

Opening appl ications

You can use the Applications Launcher to open any application installed on your communicator. You can also open the four main applications — PhoneBook, Date Book Plus, Blazer web browser installed by your wireless service provider), and SMS Messaging — with the application buttons on the front panel of your communicator.

Tip: When you press an application button on the front panel of your communicator, you have

instant access to the selected application. You don’t even need to turn on your communicator first.

(or another

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

To open an application:

1. Tap the Applications icon .

2. Tap the icon of the application that you want to open. To see additional applications, tap the

scroll bar.

Tip: To find an application quickly, you can write the Graffiti character for the first letter of its

name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also create categories and organize your applications by category. See page 40 for details.

Chapter 3 Page 39

Switching between applications

When working in any application, tap the Applications icon or press an application button on the front panel of your communicator to switch to another application. Your communi cator automatically saves your work in the current application and displays it when you return to that application.

Categorizing applications

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

To categorize an application:

1. Tap the Applications icon .

2. Tap the Menu icon .

3. Tap App, and then tap Category.

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

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

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

5. Tap Done.

To display applications by category:

1. Tap the Applications icon .

2. Do one of the following: Tap the Applications icon repeatedly to cycle through all your categories. Tap the pick list in the upper-right corner of the screen and select the category you want to

display.

Changing the Applications Launcher display

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

Page 40 Managing Your Applications

To change the Applications Launcher display:

1. Tap the Applications icon .

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

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

5. Tap OK.

To open the Applications Launcher to the last opened category:

1. Tap the Applications icon .

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

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

5. Tap OK.

Choosing preferences

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

To change preferences for an application:

1. Open an application.

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

Note: Not all applications have a Preferences command.

4. Make changes to the settings.

5. Tap OK.

Chapter 3 Page 41

Installing and removing applications

This section explains how to install and remove appli c ati ons on your communicator and how to remove Palm™ Desktop software from your computer.

Installing add-on applications

Your communicator comes with the PhoneBook, Date Book Plus, Blazer (or another web browser installed by your wireless service provider), SMS Messaging, To Do List, Memo Pad, Expense, Calculator, CityTime, SIM Book, and SIM Services applications installed and ready to use. The Handspring CD-ROM also includes e-mail applications which you can install when you configure the wireless portion of your communicator with the CD-ROM.

You can also install additional applications on your communicator, such as business applications, games, and other software. The Install Tool makes it easy to install software on your communicator during a HotSync available for devices that use Palm OS software. To learn more about these applications, go to the web site: www.handspring.com.

When you download an add-on application from the Internet, it is probably in a compressed format such as a .zip or .sit file. If you have a decompression utility on your computer, use it to decompress the .prc and .pdb files inside the compressed file. If you do not have a decompression utility, search the Internet using phrases like 'zip decompression' or 'how to unzip'. This will lead you to various third-party utilities that you can use to decompress any kind of compressed or downloaded file--not just add-ons for your communicator. After you install the utility, you are ready to decompress the add-on application files that you downl oaded.

operation. There are a variety of third-party applications

Note: Any applications that you install on your communicator resides in RAM memory; you can

delete them at any time.

To install add-on software on your communicator:

1. Copy or download the application you want to install into the add-on folder in your Handspring (or Palm) directory on your computer.

Note: If the software you download is compressed, you need to decompress it into this

folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5.

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

Page 42 Managing Your Applications

3. Click Install.

Tip: You can also access the Install Tool dialog box by selecting Install Tool under

Handspring on the Start menu, or by double-clicking any file with a PRC file extension.

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

5. Click Add.

Chapter 3 Page 43

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

7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not

want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.)

8. Click Done.

9. Perform a HotSync operation to install the application(s) you selected in step 6. See the section that begins on page 78 for details.

Tip: You can also install an application by simp ly do uble-clicking the application’s icon .

Removing applications

In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your communicator. 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 communicator.

To remove an add-on application:

1. Tap the Applications icon .

2. Tap the Menu icon .

3. Tap App, and then tap Delete.

4. Tap the application that you want to remove.

Page 44 Managing Your Applications

5. Tap Delete.

6. Tap Yes.

7. Tap Done.

8. Check the Backup folder (under your user name folder in the Handspring or Palm folder) on

your computer. If you find a PRC file for the application you just removed, delete the PRC file from the Backup folder.

Tip: If you installed Palm Desktop software for the first time when you purchased your

Treo communicator, the Palm Desktop software is located in the Handspring folder. If you upgraded from a previous version of Palm Desktop software, these files are most likely located in the Palm folder.

Removing Palm Desktop software

Removing Palm Desktop software also removes HotSync Manager. If you remove this software from your computer, you cannot synchronize your data. So, we highly recommend leaving Palm Desktop software on your computer.

To remove Palm Desktop software:

1. From the Windows Start menu, choose Programs, Handspring (or Palm) and then Uninstall.

2. Click Yes to uninstall the software.

Chapter 3 Page 45

Security

Your communicator comes with a Security application so that unauthorized users cannot view the entries you wish to protect.

Note: To access the Security application, you must first select either the All or System category

from the Applications Launcher.

In Security, you can do the following:

■ Mask or hide entries you define as private. The Mask option displays a gray bar over private

records, and the Hide option completely removes (hides) private records. See the section that begins on page 74 for more information.

■ Assign a password to the Security viewing options. Assigning a password requires you to

enter a password to view masked or hidden private entries; not assigning a password enables you (or anyone else) to view individual masked private entries by tapping them, and to view all hidden or masked private entries by selectin g Show Records in the Security dialog box.

■ Lock and turn off your communicator so that it does not operate until you enter the correct

password.

Assigning a password

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

To assign a password:

1. Tap the Applications icon .

2. Tap the Security icon .

3. Tap the Password box.

4. Enter a password, and tap OK.

Tap here

5. Enter the

same

password a second time, and tap OK.

Page 46 Managing Your Applications

Changing or deleting a password

Once you define a password for your communicator, you can change or delete it at any time. You must enter the current password before you can change or delete it.

To change or delete your passw ord :

1. Tap the Password box.

2. Enter the current password.

Tap here

3. Tap OK.

4. Do one of the following:

To change the password, enter the new password, and tap OK. To delete the password, tap Delete.

Locking your communicator

You can also lock your communicator so that you need to enter your password to operate it. Important: If you lock your communicator, you must enter the exact password to re-activate

your communicator. If you forget the password, you need to perform a hard reset to resume using your communicator. Performing a hard reset deletes all the records in your communicator; however, you can restore all previously synchronized data at the next HotSync operation. See page 213 for details.

Chapter 3 Page 47

To lock your communicator with a password:

1. Assign a password.

2. Tap Lock & Turn Off.

Tap Lock & Turn Off

3. Tap Off & Lock.

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

Recovering from a forgotten password

If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your communicator. Deleting a forgotten password also deletes al l entries and files marked as Private.

Important: If you synchronize with your computer before deleting a forgotten password, your

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

To delete a forgotten password:

1. Tap the Password box.

2. Tap Lost Password.

Tap here

3. Tap Yes.

Page 48 Managing Your Applications

Chapter 4

Applications Overview

This chapter briefly describes each application and how to open it. Your Treo™ 180g communicator comes with these applications already installed:

■ PhoneBook

■ Date Book Plus

■ Blazer

■ SMS Messaging

■ To Do List

■ Memo Pad

■ Calculator

■ CityTime

■ Expense

■ SIM Book

■ SIM Services

Chapter 4 Page 49

PhoneBook

PhoneBook enables you to make and receive telephone calls, and to keep names, addresses, phone numbers, and other information about your personal or business contacts.

In PhoneBook, you can do the following:

■ Store thousands of names, addresses, phone numbers, e-mail addresses, and more, in your

Contacts list.

■ Create up to 50 speed dial entries.

■ Dial numbers from the Dial Pad, your Speed Dial list, your Contacts list, or the Call History list

on your communicator.

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

■ Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each

name.

■ Attach a note to each Contacts entry, in which you can enter additional information about the

entry.

■ Assign Contacts entries to categories so that you can organize and view them in logical

groups.

■ Display a history list of your incoming and outgoing calls.

To open PhoneBook:

■ Press the PhoneBook application button on the front panel of your communicator.

PhoneBook opens to display the Dial Pad view .

PhoneBook button

Tip: Press the PhoneBook application button repeatedly to cycle through the Speed Dial, Dial

Pad, Contacts, and Call History views. Press and hold the PhoneBook application button to redial the last number you called.

Page 50 Applications Overview

Date Book Plus

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

In Date Book Plus, you can do the following:

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

■ Display a chart of your appointments for an entire week to easily spot available times and any

potential scheduling overlaps or conflicts, or display descriptions of your appointments for one or two weeks.

■ Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon

appointments, or display a calendar for an entire year.

■ Display a list of both your appointments and you r To Do items.

■ Create unscheduled events or To Do items that float from one day to the next until you

complete them.

■ Create a Daily Journal to track events with automatic time stamps.

■ Set an alarm to sound prior to the scheduled activity, and create reminders for events that are

based on a particular date, rather than time of day, such as birthdays and anniversaries.

■ Attach notes to individual events for a description or clarification of the entry in your Date

Book.

To open Date Book Plus:

■ Press the Date Book Plus application button on the front panel of your communicator. Date

Book Plus opens to today’s schedule.

Date Book Plus button

Tip: Press the Date Book Plus application button repeatedly to cycle through the Day, Week,

Week with Text, Month, Year, and List views.

Chapter 4 Page 51

Blazer Web Browser

Blazer is a wireless Internet browser that lets you browse your favorite web sites while you’re on the go.

Note: To use Blazer, you must subscribe to data services from your wireless service provider,

and you must have an account established with an ISP (Internet Service Provider). Many wireless service providers also provide ISP services. If ISP information is available from your wireless service provider when you configure your wireless communication settings with the Handspring CD-ROM, the installation program sets up Blazer for use with that provider. If you already installed the desktop software from the Handspring CD-ROM but didn’t configure the wireless communication settings, select Configure Your Treo under Programs/Handspring (or Palm) on the Windows Start menu, and follow the instructions on the screen.

In Blazer, you can do the following:

■ Access the World Wide Web and display Internet content.

■ Create up to 100 bookmarks for quick and convenient access to your favorite web sites.

■ Navigate between web pages with familiar toolbar icons.

To open Blazer:

■ Press the Blazer application button on the front panel of your communicator. Blazer opens to

display the Page view. Note: If a different application appears when you press the Blazer application button, your

wireless service provider installed another application as the default web browser. To launch Blazer, tap the Applications icon , and then tap the Blazer icon .

Blazer button

Tip: Press the Blazer application button repeatedly to toggle between the Page and

Bookmark views.

Page 52 Applications Overview

SMS Messaging

SMS Messaging provides a way for you to exchange short text messages with other people who use GSM mobile phones and subscribe to an SMS service. Some wireless service providers also provide a gateway to communicate with e-mail addresses.

In SMS Messaging, you can do the following:

■ Send and receive short text messages.

■ Read incoming messages directly from the Inbox.

■ Create messages quickly with quick list address sel ection and boilerplate text.

■ Review messages you sent in the Sent folder.

To open SMS Messaging :

■ Press the SMS Messaging application button on the front panel of your communicator. SMS

Messaging opens to display the Inbox view.

SMS Messaging button

Tip: Press the SMS Messaging application button repeatedly to cycle through the Inbox, Sent,

and Pending views. However, if there are no messages in the Pending view, it does not cycle through this view when you press the application button.

Chapter 4 Page 53

To Do List

To Do List is a convenient place to create reminders and prioritize the things that you have to do.

In To Do List, you can do the following:

■ Make a quick and convenient list of things to do.

■ Assign a priority level to each task.

■ Assign a due date for any or all of your To Do items.

■ Assign To Do items to categories so that you can organize and view them in logical groups.

■ Sort your To Do items either by due date, priority level, or category.

■ Attach notes to individual To Do items for a description or clarification of the task.

To open To Do List:

1. Tap the Applications icon .

2. Tap the To Do List icon .

To Do List displays the category of items you last viewed.

Page 54 Applications Overview

Memo Pad

Memo Pad provides a place to take notes that are not associated with records in other applications such as Date Book Plus, PhoneBook , or To Do List.

In Memo Pad, you can do the following:

■ Take notes or write any kind of message on your communicator.

■ Drag and drop memos into popular computer applications like Microsoft Word when you

synchronize using Palm™ Desktop software and HotSync

■ Assign memos to categories so that you can organize and view them in logical groups.

■ Write down phone numbers and other types of information. Later, you can copy and paste this

technology.

information to other applications.

To open Memo Pad:

1. Tap the Applications icon .

2. Tap the Memo Pad icon .

Memo Pad displays the category of memos you last viewed.

Chapter 4 Page 55

Calculator

Calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations.

In Calculator, you can do the following:

■ Select a view to perform specific types of calculations including: math, trigonometry, finance,

logic, statistics, weight/temp, length, area, and volume.

■ Store and retrieve values.

■ Display the last series of calculations, which is useful for confirming a series of “chain”

calculations.

■ Create a custom view with the buttons you use most often.

■ Switch to basic mode to perform simple calculations.

To open Calculator:

■ Tap the Calculator icon next to the Graffiti

writing area.

Page 56 Applications Overview

CityTime

CityTime helps you keep track of the time anywhere around the globe.

In CityTime, you can do the following:

■ Select a home city as a point of reference.

■ Display the day and time in four other cities simultane ousl y.

■ Add a definition for any city that isn’t in the default list.

■ Display sunrise and sunset information for your home city.

To open CityTime:

1. Tap the Applications icon .

2. Tap the CityTime icon .

Chapter 4 Page 57

Expense

Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer.

In Expense, you can do the following:

■ Record dates, types of expenses, amount spent, payment method , and other detail s

associated with any money that you spend.

■ Assign expense items to categories so that you can organize and view them in logical groups.

■ Keep track of vendors (companies) and people involved with each part icular expense.

■ Log miles traveled for a particular date or expense category.

■ Sort your expenses by date or expense type.

■ Transfer your expense information to a Microsoft Excel spreadsheet (version 5.0 or later) on

not

your computer. (Microsoft Excel is

To open Expense:

1. Tap the Applications icon .

2. Tap the Expense icon .

included in the Treo communicator package.)

Page 58 Applications Overview

SIM Book

SIM Book enables you to view and manage the phone list on your SIM card.

In SIM Book, you can do the following:

■ Copy entries from your speed dial list to your SIM card so you can access your phone

numbers if you move your SIM card to another phone.

■ Copy entries from your SIM card to your speed dial list.

■ Delete entries from your SIM card.

■ Dial entries on your SIM card.

To open SIM Book:

1. Tap the Applications icon .

2. Tap the SIM Book icon .

Chapter 4 Page 59

SIM Services

SIM Services enables you to access applications on your SIM card that are provided by your wireless service provider.

In SIM Services, you can do the following:

■ Access applications from your wireless service provider on your SIM card.

Note: Some wireless service providers do not put applications on the SIM card.

To open SIM Services

1. Tap the Applications icon on the front of your communicator.

2. Tap the SIM Srvc s icon .

Page 60 Applications Overview

Chapter 5

Common Tasks

In addition to the wireless communication applications, your Treo™ 180g communicator also includes a full suite of personal information manager (PIM) application s: Da te Boo k Plus, the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to several applications. It’s easy to transfer what you learn in one application to the other applications because the structure and behavior of all these applications are quite simila r.

Throughout this chapter, the term “record” is used to refer to an individual item in any of the PIM applications: a single Date Book Plus event, Contacts entry in PhoneBook, To Do List item, Memo Pad memo, or Expense item.

Using menus

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

The menus of each application are illustrated in the section on that application in Chapter 6. The Edit menu is described in the section that begins on page 64.

To open the menu bar:

1. Do one of the following:

■ Open an application (such as Memo Pad) and then tap the Menu icon .

■ Tap the inverted tab at the top of any application’s screen (except Calculator).

Inverted tab

Menu icon

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

Chapter 5 Page 61

Choosing a menu

After you open the menu bar for an application, tap the menu that contains the command you want to use.

The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on in Memo Pad, the menus are different for the Memo list screen and the Memo screen.

which par t

of the application you’re using. For example,

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 menu command names. To use the Graffiti menu commands, the menu bar must be closed.

Menu commands

Command letters

To use the Graffiti menu com m an d s:

1. In the Graffiti text area, draw a diagonal line from the lower left to the upper right. The Command toolbar appears for about four seconds.

Command toolbar

2. Immediately write the corresponding command letter in the Graffiti letter area. For example, to choose Copy in the Edit menu, draw the Command stroke, followed by the

letter “c.” Tip: If you wait more than three seconds to write the menu command, you need to redraw

the Graffiti Command stroke to redisplay the Command toolbar.

Command toolbar

The Command toolbar provides quick access to frequently used menu commands. The commands available vary based on the active screen.

Page 62 Common Tasks

To use the command toolbar:

1. In the Graffiti text area, draw a diagonal line from the lower left to upper right.

The Command toolbar appears for about four seconds.

Command toolbar

2. Tap the icon for the command you want.

Tip: If you wait more than three seconds to tap the icon, you need to redraw the Graffiti

Command stroke to redisplay the Command toolbar.

Creating records

You can use the following procedure to create a new record in Date Book Plus, the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense.

To create a record:

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

2. Tap New.

3. In Date Book Plus only: Select a record type from the pop-up list, select start and end times

for your event, and then tap OK.

4. Enter text for the record.

Note: Your communicator automatically capitali zes the first lette r of each field (except

numeric and e-mail fields). You do not have to use the Graffiti Caps Shift stroke to capitalize the first letter of the name.

5. Use the Next Field Graffiti stroke to move to the next field.

Next Field

Tip: You can also move to any field by tapping it directly, by pressing the scroll buttons, or

by rolling the rocker switch.

6. (Optional) Tap Details to select attributes for the record.

7. In Contacts view in PhoneBook and Memo Pad only: Tap Done. There’s no need to save the record because your communicator saves it automatically.

Chapter 5 Page 63

Editing records

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

■ A blinking cursor

■ One or more edit lines

Blinking cursor

Edit line

Entering text

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

Edit menu

The Edit menu is available with any screen where you enter or edit text. In general, commands

select

available in the Edit menu apply to text that you

To select text in an application:

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

2. Drag the stylus over the text to highlight it. You can drag words, or drag

Tip: To select a word, double-tap the word. To select a whole line, triple-tap the line.

The following commands may appear in an Edit menu:

Undo Reverses the action of the

Cut Removes the selected text and stores it temporarily in the memory of your

down

to select a group of lines.

Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace.

communicator. You can paste the text you cut into another area of the current application or into a different application.

(or highlight) in an application.

across

the text to select additional

last edit

command. For example, if you used

Page 64 Common Tasks

Copy Copies the selected text and stores it temporarily in the memory of your

communicator. You can paste the text that you copy into another area of the current application or into a different application.

Paste Inserts the text that you cut or copied at the selected point in a record. The

text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing.

Select All Selects all of the text in the current record or screen. This enables you to

cut or copy all of the text and paste it elsewhere.

Keyboard Opens the onscreen keyboard. When you finish with the onscreen

keyboard, tap Done.

Graffiti Help Opens screens that show all the Graffiti chara ct er strokes. Us e this

command anytime you forget a stroke for a character.

Deleting records

To delete a record in any of the PIM a pp lications:

1. Tap the record you want to delete.

2. Tap the Menu icon .

3. Tap Record, and then tap the Delete command:

Date Book Plus: Delete Item Contacts view in PhoneBook: Delete Contact To Do List: Delete Item Memo Pad: Delete Memo Expense: Delete Item A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive

file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check.

4. Tap OK. If you choose to save a copy of the selected item, your communicator transfers it to the archive

file on your desktop the next time you perform a HotSync

operation.

Chapter 5 Page 65

Other ways to delete records

You can also delete records in the following ways:

■ In the Details dialog box of the application, tap Delete, and then tap OK.

■ Delete the text of the record.

■ Draw the Graffiti Command stroke to display the C ommand toolbar, and then tap the

Delete icon on the Command toolbar. Note: In Date Book Plus, if you delete the text of a repeating event, you delete all instances

of that event.

Purging records

Over time, as you use Date Book Plus, 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 Plus, and To Do items that you marked as completed remain in the list, as do Expense items.

All these outdated records take up memory on your communicator, so it’s a good idea to remove them by using Purge. If you think Date Book Plus or To Do List records might prove useful later, you can purge them from your communicator and save them in an archive file.

Purging is not available in Contacts view in PhoneBook or Memo Pad, so delete outdated records from these applications.

To purge records:

1. Open the application.

2. Tap the Menu icon .

3. Tap Record, and then tap Purge. A confirmation dialog box appears. Date Book Plus: Tap the pick list and select how old a record must be to be purged. Purge

deletes repeating events if the last of the series ends before the date that you purge records. Date Book Plus, To Do List: If you want to save a copy of the purged records to an archive

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

4. Tap OK.

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

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

Page 66 Common Tasks

Categorizing records

Categorize records in the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See page 39 for details.)

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

System-defined and user-defined categories

By default, your communicator 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 userdefined categories. In addition, you can create your own user-defined categories. You can have a maximum of 15 user-defined categories in each application.

The Contacts view in PhoneBook contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers you might need in emergencies (doctor, fire department, lawyer, etc.).

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

Note: The illustrations in this section come from Memo Pad, but you can use these procedures

in all the applications in which categories are available. Categories are not available in Date Book Plus.

To move a record into a catego ry:

1. Select the record you want to categorize.

2. In Contacts view in PhoneBook only: Tap Edit.

3. In the record view, tap the Category list to display the list of available categories.

Category list

4. Select the category for the record. Tip: You can also assign a record to a category by tapping the Details button, selecting a

category from the Category pick list in the Details dialog box, and then tappi ng OK.

Chapter 5 Page 67

To display a category of records:

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

Category pick list

2. Select the category you want to view.

The list screen now displays only the records assigned to that cate go ry.

To define a new category:

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

Category pick list

2. Tap Edit Categories.

3. Tap New.

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

Page 68 Common Tasks

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

To rename a category:

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

2. Tap Edit Categories.

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

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

5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the

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

Finding records

Your communicator offers several ways to find information quickly:

■ All applications: The Find utility locates any text that you specify, always starting with the

current application.

■ Date Book Plus, To Do List, Memo Pad: The Phone Number Lookup feature displays the

Contacts view in PhoneBook and shows names and phone numbers for entries that have phone numbers. You can add the information that appears in this list to a record.

Chapter 5 Page 69

■ PhoneBook: The Instant Lookup feature lets you scroll immedi atel y to a Con tacts record in

PhoneBook by entering the first few letters of a first or last name, or the first name initial and the first few letters of a last name.

■ Expense: The Lookup feature displays the Contacts in PhoneBook that have data in the

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

Looking up Contacts records in PhoneBook

When working with the Contacts view in PhoneBook, the buttons on your communicator make it easy to navigate among your Contacts entries.

■ In the Contacts list screen, the rocker switch moves up and down one record and the scroll

buttons move up or down an entire screen of records. If you press and hold a scroll button, you accelerate the scrolling and display every third screen.

■ In the Contact View screen, the scroll buttons move to the previous or next Contacts record.

You can also use the Instant Lookup feature, from any of the PhoneBook views, to quickly scroll to any of your Contacts entries.

To use Instant Lookup to find a Contacts record:

1. From the Speed Dial, Contacts, or Call History views in PhoneBook, enter one of the following for the name you want to find:

■ First name initial and last name.

■ First name

■ La st name

For example, writing an “s” displays “Susan Lee,” “James Sands,” “Sal Martini,” and “John Smythe.” Writing “sm” reduces the list to “Sal Martini,” and “John Smythe.”

2. Tap the contact name to view the contents of the record.

Page 70 Common Tasks

Using Find

You can use Find to locate any text that you specify, in any application.

To use Find:

1. Tap the Find icon .

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

appears in the Find dialog box.

2. Enter the text that you want to find.

not

Find is son.”

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

3. Tap OK.

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

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

As your communicator 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 communicator 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 Number Lookup

Phone Number Lookup displays the information you entered in the Contacts view in PhoneBook, and it lets you add this information to a record.

To use Phone Number Lookup:

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

Book Plus, To Do List, or Memo Pad.

2. Tap the Menu icon .

3. Tap Options, and then tap Phone Lookup.

4. If your Contacts view in PhoneBook is sorted by last name, begin to spell the last name. If

your Contacts are sorted by first name, begin to spell the first name.

Chapter 5 Page 71

Note: The first initial and last name search in the PhoneBook Instant Lookup feature is not

available in the Phone Number Lookup feature.

Phone Number Lookup displays records that begin with the letters you enter based on the sort method in your Contacts view in PhoneBook. For example, if your Contacts are sorted by last name and you enter “su,” the list displays “John Sung” and “Mario Suarez.” If your Contacts are sorted by first name, and your enter “su,” the list displays “Susan Smith” and “Suki Sakimoto.”

5. Continue to spell the name you’re looking for, or when you see the name, tap it.

6. Tap Ad d.

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

Phone Number Lookup tips

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

■ While entering text: For example, if your Contacts view in PhoneBook is sorted by last name

and you want 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 Number Lookup Command stroke “/L.” Assuming you have only one Contacts record with a last name that begins with “Wi,” your communicator inserts the full name “Fred Williams” (and its associated information). If you have more than one name that begins with “Wi,” the Phone Number 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 Number Lookup

Command stroke “/L.” Your communicator 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 of Contacts entries in Phonebook that have data in the Company field. You can add these names to a list of attendees associated with an Expense record.

To add names to an Expense record:

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

2. Tap Details.

Page 72 Common Tasks

3. Tap Who.

Tap here

4. Tap Lookup.

The Attendees Lookup screen displays all the names of Contacts entries in Phonebook that have data in the Company field.

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

The name appears in the Attendees screen.

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

7. Tap Done, and then tap OK.

Sorting lists of records

You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Contacts vie w in Phon eB ook , To Do List, Memo Pad, and Expense.

Note: You can also assign records to categories. See page 67 for details.

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.

Chapter 5 Page 73

To sort records in Contacts view in PhoneBook and Memo Pad:

1. Open the application to display the list screen.

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

Memo Pad

Contacts

4. Do one of the following: Contacts view in PhoneBook: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual.

5. Tap OK.

To sort the Memo list manually, tap and drag a memo to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted

it on your communicator, open Memo in Palm Desktop software, click Sort by, and then select Order on Handheld.

Making records private

In all PIM applications, except Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. See the section that begins on page 46 for details.

Hiding and masking private records

You can hide records that you mark as private. When you hide records, they do not appear anywhere in the application. When yo u mask records, a visual placeholder appears where the record would normally appear. If you define a password, you must enter it to display private records.

Note: As a security measure, masked Contacts records are temporarily hidden when you search

for records. So you will not see a placeholder for these records when viewing the results of a Lookup or Find request.

Page 74 Common Tasks

To make a record private:

1. Display the entry that you want to make private.

2. Tap Details.

3. Tap the Private check box to select it.

4. Tap OK.

To hide or mask all private records:

1. Make sure the records you want to mask are marked private.

2. Tap the Applications icon .

3. Tap the Security icon .

4. Tap the Current Privacy pick list.

Tap here

5. Tap either Hide Records or Mask Records.

6. Tap OK to confirm that you want to change the security setting.

To display all private records:

1. Tap the Applications icon .

2. Tap Secu rity.

3. Tap the Current Privacy pick list.

Tap here

4. Tap Show Records.

If you do not have a password, private records become visible. If you have a password, the Show Private Records dialog box appears. Enter your password in this dialog box, and tap OK.

Chapter 5 Page 75

To display a specific masked record:

1. Open the application that contains the record you want to view.

2. Tap the shaded bar that masks the record.

Tap here

Note: If you have a password, you must enter your password and tap OK to view the record.

To display all private records in a specific application:

1. Open the application in which you want to display the records.

2. Tap the Menu icon .

3. Tap Options, and then tap Security.

4. Tap the Current Pri v acy pick list.

5. Tap Show Records.

6. Tap OK.

Attaching notes

In all PIM applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appoin tment in Da te Boo k Plus, you can attach a note with directions to the location.

To attach a note to a record:

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

2. In Contacts view in PhoneBook only: Tap Edit.

3. Tap Details.

4. Tap Note.

5. Enter your note.

6. Tap Done.

Page 76 Common Tasks

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

Note icon

To review or edit a note:

1. Tap the Note icon .

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

3. Tap Yes.

Choosing fonts

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

Small font Large fontBold font

To change the font style:

1. Open an application.

2. Tap the Menu icon .

3. Tap Options, and then tap Font.

4. Tap the font style you want to use.

Bold font

Small font

5. Tap OK.

Chapter 5 Page 77

Large font

Exchanging and updating data: HotSync operations

The HotSync process automatically synchronizes — that is, exchanges and updates — data between your communicator and desktop software. Changes you make on your communicator or desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing sync hronization time. You can synchronize your data directly by connecting your communicator to your computer with the HotSync cable or by beaming the data from the IR port on your communicator to the IR port on your computer, or indirectly with a modem or network. See Chapter 8 for information about performing HotSync operations via the IR port, a modem, or a network.

Performing a HotSync operation for the first time

The first time you synchronize your data, you need to enter user information on both the communicator and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your communicator and doesn’t ask for this informati on aga in.

If you are a System Administrator preparing several communicators for a group of users, you may want to create a user profile. See the section that begins on page 209 before performing the following steps.

first

Important: You must use the HotSync cable for your The following steps assume that you have already insta ll ed the Palm Desk top softwa r e. If you

have not installed this software, see page 25 for instructions.

HotSync operation.

To perform a local HotSync operation:

1. Connect your communicator to the Hotsync cable. See the section that begins on page 23 for details.

2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Handspring (or Palm) program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automa tica ll y opens the HotSync Manager.

3. Press the HotSync button on the cable.

HotSync button

Page 78 Common Tasks

Important: The first time you perform a HotSync operation, you must enter a user name in the

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

4. From the Select User dialog box, choose the user name you assigned to your communicator.

The HotSync Progress dialog box appears and synchronization begins.

5. Wait for a message on your communicator indicating that the process is complete. After the HotSync process is complete, you can remove your communicator from the cable.

Beaming information

Your communicator is equipped with an IR (infrared) port that you can use to beam information to another Palm OS

device that’s close by and also has an IR port. The IR port is located on the top of your communicator, between the power button and the ringer switch, behind the small dark shield.

You can beam the following information between Palm OS devices:

■ The record currently displayed in Date Book Plus, the Contacts view in Pho neB ook , To Do

List, or Memo Pad

■ All records of the category currently displayed in the Contacts view in PhoneBook, To Do List,

or Memo Pad

■ A special record in the Contacts view of PhoneBook that you designate as your personal

business card, containing information you want to exchange with business contacts

■ An application installed in RAM memory

You can also use the infrared port to perform HotSync operations. See the section that begins on page 198 for details.

Chapter 5 Page 79

To select a business card:

1. In the Contacts view in PhoneBook, create an entry that contains the information you want on your personal 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 Record, and then tap one of the following: The Beam command for an individual record In the Contacts view in PhoneBook only: Beam Business Card Beam Category

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

Tip: For best results, Treo communicators should be between 10 and 50 centimeters (about

4 - 20 inches) apart, and the path between the two communicators must be clear of obstacles. Beaming distance to other Palm OS 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 communicator.

Page 80 Common Tasks

To beam an application:

1. Tap the Applications icon .

2. Tap the Menu icon .

3. Tap App, and then tap Beam.

4. Tap the application you want to transfer.

Note: Some applications are copy-protected and cannot be beamed. These are listed with

a lock icon next to them.

5. Tap Beam.

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

receiving communicator.

7. Wait for the Beam Status dialog box to indicate that the transfer is complete before you

continue working on your communicator.

To receive beamed information:

1. Turn on your communicator.

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

Status dialog box.

3. When the Beam dialog box appears, select a category for the entry.

Tip: If you do not select a category the entry is placed in the Unfiled category.

4. Tap Yes.

Tips on beaming information

■ You can set the full-screen pen stroke to beam the current entry. See page 174 for details.

■ You can use the Graffiti Command stroke /B to beam the current entry.

■ When you receive beamed information with the lid closed, you don’t need to respond to the

Beam dialog box; simply press the top scroll button for Yes, or the bottom scroll button for No.

Chapter 5 Page 81

Page 82 Common Tasks

Chapter 6

Application Specific Tasks

This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications:

■ PhoneBook

■ Date Book Plus

■ Blazer

■ SMS Messaging

■ To Do List

■ Memo Pad

■ Calculator

■ CityTime

■ Expense

■ SIM Book

■ SIM Services

Chapter 6 Page 83

PhoneBook

PhoneBook is the application where you store name and address information about people or businesses, and where you place and receive telephone calls.

PhoneBook has five main views. You can place and receive calls from within any view, and you can also receive calls when the screen is off (but wireless mode must be on). The sections that follow explain how to use each of these views.

To change the PhoneBook view, do one of the following:

■ Tap the icons in the lower-left corner of the PhoneBook screen.

■ Repeatedly press the PhoneBook application button on the front panel of your Treo™

180g communicator to cycle through the views.

Note: The Active Call icon and view appear only after you place an outgoing call or receive an

incoming call.

Speed Dial view

Dial Pad view

View icons

Contacts view

Call History view Active C all view

At the top of each view, many of the following common icons appear to provide wireles s mode status information for your phone:

Voicemail notification icon Network name

Wireless mode on Battery gauge

Signal strength icon

Note: Your wireless service provider may use a different voicemail notification method that

does not include the voicemail notification icon.

Page 84 Application Specific Tasks

Using the Speed Dial view

You can store up to 50 phone numbers in the Speed Dial list. There are five pages of numbers that hold ten numbers per page.

Tip: You can keep your Speed Dial list organized by storing different types of numbers on

different pages. For example, create separate pages for family, business, friends, and emergency numbers.

Defining a Speed Dial button

For each Speed Dial button you can assign a name, phone number, and extra digits such as an extension. By default, the first slot on the first Speed Dial page is reserved for your wireless service provider’s voicemail service number. If the voicemail number is pre-programmed on your SIM card, you cannot delete this entry or change the phone number, but you can move the voicemail entry to another button, rename it, and add Extra digits.

If the voicemail number is not pre-programmed on your SIM card, you can edit the voicemail entry to enter the number.

To define a Speed Dial button:

1. Open the lid, or if you are in another application, press the PhoneBook application button

on the front of your communicator.

2. Tap a blank Speed Dial button.

3. Enter the Name you want to assign to the button.

4. Tap the Number field and enter the phone number associated with the button.

5. Tap Extra Digits and enter an extension number or other additional digit s if nee ded.

Tip: To insert a pause between Extra digits when dialing, enter a comma (,). Each comma

represents a one second pause.

6. Tap Done.

Chapter 6 Page 85

Adding Contacts list entries to your Speed Dial list

To save time while creating your Speed Dial list, you can add entries from your Conta cts list .

To add an entry from your Contacts list to your Speed Dial list:

1. Tap a blank Speed Dial button.

2. Tap Lookup. Tip: You can also use the Phone Number Lookup feature to locate the entry you want to

add. See the section that begins on page 71 for details.

Tap Lookup Tap Add

3. If your Contacts list is sorted by last name, begin writing the person’s last name. If your Contacts list is sorted by first name, begin writing the person’s first name.

Tip: You can also roll the rocker switch, press the scroll buttons, or the tap the scroll

arrows to scroll through the list one page at a time.

4. Tap Add or tap the entry you want to use. Tip: You can edit the entry by tapping the number or name in the Edit Entry dialog.

5. In the Edit Entry dialog, tap Done.

Calling a Speed Dial number

Speed dialing enables you to quickly place a call without entering the number. This is particularly useful for numbers you call often, such as your home or office. You can also call a number in your Speed Dial list using the hands-free headset.

To dial a number from the Speed Dial view:

1. Make sure wireless mode is on. See page 18 for details.

2. Open the lid, or if you are in another application, press the PhoneBook application button on the front of your communicator.

3. Tap the Speed Dial button for the number you want to call. Tip: You can also press the scroll buttons or roll the rocker switch to scroll to the number

you want to call, and then press the rocker switch to dial the number. To jump to the next page of Speed Dial buttons, select the first button on the page and press the top scroll button.

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Tap to dial number

Tip: During a call, if you are prompted to enter a menu selection, tap Key Pad. If you

defined any Extra Digits, such as an extension, tap Extra Digits.

4. Tap Hang Up to end the call.

Tip: You can also end the call by closing the lid or pressing and holding the PhoneBook

button.

Changing a Speed Dial entry

You can change any of the information associated with a Speed Dial button. Note: You cannot change the phone number for your wireless service provider’s voicemail

service. You can, however, rename, move, or add Extra Digits to this voicemail entry.

To change a Speed Dial entry:

1. From the Speed Dial view, tap the Menu icon .

2. Under Edit, tap Edit Speed Dial.

3. Tap the entry you want to change.

Tap to view more pages

4. In the Edit Entry dialog, enter the new information.

5. Tap Done to save the new information.

6. Tap Done.

Chapter 6 Page 87

Deleting Speed Dial entries

If your Speed Dial list becomes full, or you no longer need an entry, you can delete it. Note: You cannot delete the Speed Dial button for your wireless service provider’s voicemail

service.

To delete a Speed Dial entry:

1. From the Speed Dial view, tap the Menu icon .

2. Under Edit, tap Edit Speed Dial.

3. Tap the entry you want to delete.

4. In the Edit Entry dialog, tap Delete.

5. Tap OK to confirm deletion.

6. Tap Done.

Arranging the Speed Dial list

As your Speed Dial list grows, you may want to rearrange the entries. For example you might want to store different types of numbers on different pages, or arrange the list alphabetically.

To arrange the Speed Dial list:

1. From the Speed Dial view, tap the Menu icon .

2. Under Edit, tap Edit Speed Dial.

3. Drag the entries to the slot where you want them to appear.

Drag an entry to another slot or page

Tip: If the new slot is full, the other entries in the column move down one slot, and

overflow from the left column moves to the top of the right column. If you drag an entry to a page icon, the entry moves to the first available slot on that page. You cannot drag an entry to a full page.

4. Tap Done.

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Using the Dial Pad view

The Dial Pad view provides access to a more traditional phone interface. You can use this view to dial numbers that are not in your Speed Dial or Contacts list.

To dial a number with th e Di al Pad:

1. Make sure wireless mode is on. See page 18 for details.

2. Open the lid, or if you are in another application, press the PhoneBook application button

on the front of your communicator.

3. Tap the Dial Pad icon .

4. Tap the numbers on the screen to dial the number. If you are dialing an international number,

tap the + key before entering the country code and phone number to automatically insert the prefix for international calls.

Tip: To display the last ten numbers dialed, press the scroll buttons or roll the rocker

switch and then press the rocker switch to dial the selected number.

Dial box

Tap a digit to enter it in the dial box

Tap Backspace to erase the last digit

Tap CLR to delete the entire entry

Tap Send to dial the number in the dial box

Tap Phone Tips to view helpful PhoneBook hints

Tip: To edit the phone number, tap the Dial box and then use the keypad, Graffiti® writing,

or the onscreen keyboard.

5. Tap Hang Up to end the call.

Using the Contact s vie w

The Contacts view is where you store name and address information ab out peopl e, businesses, and more.

Creating a Contacts entry

You can create Contacts entries on your communicator, or you can use your desktop software to create entries on your computer and then download the entries to your communicator with your next HotSync operation.

Many desktop software applicati ons also have data import capabilities that enable you to load database files into your Contacts list on your communicator. See the section that begins on page 37 and the online Help for your desktop software for more information.

Chapter 6 Page 89

To create a new Contact s en try:

1. Open the lid, or if you are in another application, press the PhoneBook application button on the front of your communicator.

2. Tap the Contacts icon .

3. Tap New.

Cursor at Last name

Tap New

4. Enter the last name of the person you want to add to your Contacts list.

5. Enter the person's first name in the First Name field.

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

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

8. After you finish entering information, tap Done.

Tap Done

Tip: To create an entry that always appears at the top of the Contacts list, begin the Last name

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

Duplicating a Contacts entry

You can duplicate existing entries, which can be helpful when you want to enter multiple people

Copy

from a single organization. When you duplicate an entry, the word in the First Name field.

To duplicate an entry:

1. From the Contacts view, tap a name you want to duplicate.

2. Tap the Menu icon .

3. Tap Record, and then tap Duplicate Contact.

4. Edit the entry as necessary.

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appears next to the name

Calling a number in your Contacts list

You can dial any number that you’ve entered in your Contacts list.

1. Make sure wireless mode is on. See page 18 for details.

2. From the Contacts view, tap the number you want to call.

Tip: You can use the Instant Lookup feature to locate the entry you want to call. See the

section that begins on page 70 for details. You can also roll the rocker switch to scroll to the number you want to call, and then press the rocker switch to dial the number.

Tap to select a different category

Tap a number to select it

Tap Dial to ca ll the number

3. Tap Hang Up to end the call.

Selecting types of phone numbers

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

To select other types of phone numbers in a n entry:

1. Tap the contact name for the entry that you want to change.

2. Tap Edit.

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

Tap triangle

4. Select a new label.

Chapter 6 Page 91

Changing Contact entry details

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

To open the Contact Entry Details dialog box:

1. Tap the name for the entry whose details you want to change.

2. Tap Edit.

3. Tap Details.

4. Select any of the following settings:

Category Assign the entry to a category. Private Hide this entry when Security is turned on.

Using the Call History view

The Call History view provides quick access to the previous 1,000 incoming and outgoing calls. If you miss a call when your Treo is on and you remain in a coverage area, your missed calls

appear in the Call History list and you receive a missed call alert message. When you r pho ne is off or you travel outside a coverage area, your missed calls are forwarded to voicemail and they do not appear in the Call History list. Similarly, when your phone is off or you travel outside a coverage area, your wireless service provider stores your text messages until you turn on your phone or return to a coverage area.

Reviewing Call History

Each item in the Call History view appears with an icon next to it indicating whether it is a Missed call, an incoming call, or an outgoing call. You can display all your calls or one category at a time.

To review Call History:

1. Open the lid, or if you are in another application, press the PhoneBook application button on the front of your communicator.

2. Tap the Call History icon .

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Tap arrow to select the call category: All,

Missed call

Incoming, Outgoing, or Missed

Outgoing call Incoming call

Tap Details to view time and duration

3. Tap the pick list at the top of the screen to display a specific type of call: Missed, Incoming,

or Outgoing. Tip: To temporarily store a number in your communicator’s memory, tap Details, tap Copy

Phone #, and then tap Done. You can now Paste this number into any application on your communicator.

Calling a number in your Call History list

In addition to viewing a list of your incoming, outgoing, and missed calls, you can use the Call History view to dial any number that appears on this view.

To dial a number from the Call History view:

1. Make sure wireless mode is on. See page 18 for details.

2. Select the number you want to call.

Tap the entry you want to dial

Tap Dial to call selected number

3. Tap Dial or press the rocker switch. Tip: To add a number to your Contacts or Speed Dial list, tap Details, tap Copy Phone #, go

to the Contacts or Speed Dial view, and select Paste from the Edit menu to inse rt the number.

Chapter 6 Page 93

Purging Call History

Your Treo continues accumulating Call History information for up to 1,000 calls until you purge the Call History list. To conserve storage space, we recommend that you purge this list periodically.

Note: Using the Purge function permanently removes the calls from your communicator. You

cannot undo this process to restore the information.

To purge entries in Call History view:

1. From the Call History view, tap the Menu icon .

2. Under Record, tap Purge. Tip: To delete a specific item, select the item from the Call History view and tap Delete

Item instead of Purge.

3. Select the purge option you want to use.

Tap the pick list to choose which calls to purge

4. Tap OK.

Using the Active Call view

After you dial and establish a connection, or receive an incoming call, the Active Call view icon appears in the lower left corner of the PhoneBook screen, and the Active Call view appears:

Tap Key Pad to enter extra numbers such as a PIN code or menu selection

Note: If you dialed a Speed Dial entry that includes Extra Digits, the Key Pad button changes

to an Extra Digits button. Tap Extra Digits to dial the additional predefined numbers, such as an extension.

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Receiving Calls

Whenever your communicator’s wireless mode is on and you are within a coverage area, you can receive incoming calls. An incoming call turns on your communicator’s screen if it is off and displays the following alert:

Caller’s name and phone number if available

Tap Answer to accept the call

Tap Ignore to send the call to voicemail

To answer a call w hile it is ringing, do any of the fo llow ing:

■ Open the lid if it is closed.

■ Tap Answer if the lid is open.

■ Press the button on the headset (if it is attached).

To ignore a call and send it dir ectly to voicemail, do any of the following:

■ Close the lid if it is open.

■ Press the top scroll button.

To silence the ring, do any of th e following:

■ Press any button on your communicator.

■ Slide the ringer switch to the silent position .

all

Note: Placing the ringer switch in the silent position turns off

system sounds, including

alarms. When you silence the ringer, Date Book Plus alarms vibrate.

To end a call, do any of the following:

■ Tap Hang Up.

■ Close the lid (if the headset is not attached).

■ Press the button on the headset (if it is attached).

Adjusting call volume

You can adjust the volume level from the Active Call view when a call is in progress.

To adjust the call volume, do one of the following:

■ Roll the rocker switch up, or press the top scroll button, to increase the volume.

■ Roll the rocker switch down, or press the bottom scroll button, to decrease the volume.

Chapter 6 Page 95

Using the speakerphone

The speakerphone button enables you to view your communicator screen and use other applications while you’re talking on the phone.

Note: The speakerphone feature is optimized for one or two people that are reasonably close

to the phone. It is not designed for a conference room or large group. This feature is not available when a headset is attached to your phone.

To use the speakerphone:

1. Place a call.

2. From the Active Call screen, tap Spkrphone.

Tap Spkrphone

Tap Cancel Spkr

3. Tap Cancel Spkr to turn off the speakerphone.

Placing calls on hold

You can place an active call on hold while you use other applications on your communicator or complete another task.

To place a call on hold:

1. Place or answer a call.

Tap Hold

Tap Off Hold

2. Tap Hold to place the call on hold.

Call status indicator

3. Tap Off Hold to return to the call.

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Handling Multiple Calls

You can use the Active Call view to handle a variety of situations that involve multiple calls. During an active call, you can receive or place another call, switch between two active calls, and create a 3-way conference call. For example, when you’re talking to a friend, you can place another call to a restaurant to make dinner reservations, and return to your friend to confirm the time and place. You can also use call waiting to receive an important incoming call while you’re already on the phone, and to facilitate 3-way conference calls when you’re on the go.

To respond to call waiting, do one of the following:

■ Tap Hold & Answer to place the first call on hold and answer the second call.

■ Tap Drop & Answer to end the first call and answer the second call.

■ Tap Ignore to send the second call to voicemail.

■ Press the button on the headset (if it is attached) to place the first call on hold and to answer

the second call.

Caller’s name and phone number if available

Tap Hold & Answer

Tap Ignore to send call to voicemail

Tap Drop & Answer

Note: Make sure the Disable Call Waiting option on the Call Preferences screen is off. When

this option is off the Disable Call Waiting check box is empty. See the section that begins on page 100 for more information.

To dial another number whil e a ca ll is in progress:

1. From the Active Call view, tap the Speed Dial, Dial Pad, Contacts, or Call History view icon.

Tip: You can also repeatedly press the PhoneBook application button to display the

view you want to use.

2. Dial the number.

3. When the confirmation message appears, tap Yes.

To switch between two active calls, do any of the following:

■ Tap the call status line of the call you want to make active.

■ Press the button on the headset (if it is attached).

Chapter 6 Page 97

1st call status

2nd call status

Tap Key Pad to access a voice prompt system

Tip: If you called an automated phone system that prompts you to enter a menu selection

or phone extension, tap Key Pad to respond to the voice prompts.

To use 3-way calling:

1. Answer or place two calls.

2. Tap 3-way Call to join the two calls.

Tap 3-way Call

3. Tap Cancel 3-way to return to the previous active call and to place the other call on hold, or tap Hang Up to end both calls.

Note: When a 3-way call is active and the headset is attached, pressing the button on the

headset places the second call on hold.

Forwarding calls

If you need to turn off the wireless mode or know you will be traveling outside a coverage area, you can forward your calls to another number. Keep in mind that your wireless service provider will still charge you for your forwarded calls.

Note: Because call forwarding information is stored by the network , it’s a good idea to check

the current network settings both before and after you change the call forwarding option.

To forward calls to another number:

1. From the Speed Dial, Dial Pad, or Call History view, tap the Menu icon .

2. Under Options, tap Call Preferences.

3. Select the call forwarding option you want to use.

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Tap here to forwar d all calls to a specific number

Tap here to display current network settings

Tip: You can define multiple forwarding numbers. Select Edit numbers from the list to add,

change, or delete a number. You can also configure your communicator to forward calls only in special situations, such as when you are busy or outside a coverage area. See Appendix E for details.

4. Tap OK.

Other ways to make a call

In addition to using the Speed Dial, Contacts, Dial Pad, and Call History views, you can also place calls in the following ways:

■ Redialing the last number

■ Returning a missed call

■ Dialing an emergency number

Redialing the last number

You can redial the last number you called.

To redial the last number, do one of the following:

■ Press and hold the PhoneBook application button for at least one second.

■ Press and hold the rocker switch.

Returning a missed call

When your Treo is on and you remain in a coverage area, any calls you miss appear in the Call History list and you receive a missed call alert message. When your phone is off or you travel outside a coverage area, your calls are forwarded to voicemail and they do not appear in the Call History list.

■ If you miss multiple calls, a message appears indicating the number of calls you missed. See

page 93 for instructions on calling a number in your Call History list.

■ If you miss a single call, the following screen appears:

Chapter 6 Page 99

Tap OK to dismiss the call without calling back

Tap Call Back to dial the number

Note: If the caller’s phone number is not available, the Call Back button does not appear on the

Missed Call screen.

Calling an emergency number

Your Treo provides easy access to emergency numbers such as 911 in the United States or 112 in Europe.

To call an emergency number:

1. Make sure wireless mode is on. See page 18 for details.

2. Press the PhoneBook application button .

3. Do one of the following:

■ If your phone is unlock ed, dia l 911 or 112 from the Dial Pad screen.

■ If your phone is locked or your SIM card is missing, tap Make Emergency Call from the

Unlock SIM or SIM Card Not Found screen.

Tap Make Emergency Call

Tip: You don’t need to unlock your phone or even have the SIM card installed to call an

emergency number.

PhoneBook menus

PhoneBook menus are shown here for your reference, and PhoneBook features that are not explained elsewhere in this guide are described here.

See page 61 for information about choosing menu commands. The Record and Options menus differ depending on which view is active.

Page 100 Application Specific Tasks

Palm Treo 180g - Windows Edition User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Windows Edition

Contents

Introduction to Your Treo™ 180g Communicator

Getting to know your communicator

What is a Treo communicator?

System requirements

Minimum requirements

Upgrade information

To upgrade:

Each device must have a unique name

Treo components

Locating front panel controls

Locating top panel controls

Locating back panel components

Inserting the SIM card

To insert the SIM card:

Charging the battery

To charge the battery with the travel charger:

Turning your Treo on and off

To turn handheld mode o n an d off, do any of the following:

To turn wireless mode on and off:

Using the backlight

To turn the backlight on and off:

Backlight tips:

Using the stylus to get things done

Elements of the communicator interface

Moving around the screen

To move around the screen do one of the fo llow ing:

Displaying online tips

To display an online tip:

Customizing your communicator

To open the Preferences screens:

To set the current time:

To set the current date:

Using the headset

To use the headset:

Connecting the HotSync cable

To connect the HotSync cable:

Using desktop software

Using your communicator with Palm Desktop software

To install Palm Desktop software:

Using your communicator with Microsoft Outlook

Using your communicator with another PIM

Using an e-mail application with your communicator

One-Touch Mail

To install One-Touch Mail, do one of the following:

Palm Mail

To install Palm Mail:

Entering Data in Your Communicator

Using Graffiti writing to enter data

Writing Graffiti characters

There are four basic concep ts f or su cce s s with Gr a ff it i writing:

To write Graffiti letters :

Graffiti tips

The Graffiti alphabet

Writing capital letters

To draw the first letter of a w ord as a ca pital letter:

To enter only capital letters (Cap s Lock):

Writing numbers

Writing punctuation marks

Additional Graffiti punctuation

Writing symbols and extended characters

Writing accented characters

Accent strokes

Additional non-English characters

Navigation strokes

Graffiti ShortCuts

Using the onscreen keyboard

To use the onscreen keyboard:

Using your computer keyboard

Importing data

To import data:

Managing Your Applications

Using the Applications Launcher

Opening appl ications

To open an application: