Palm Treo 180 - Windows Edition User Guide

Treo™ 180 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. or its subsidiaries. All rights reserved. Palm OS and HotSync are registered trademarks, and Palm and the HotSync logo are trademarks of Palm, Inc., and are used by Handspring 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™ 180 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

Adjusting the contrast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

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

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

Using an e-mail application with your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Entering Data in Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using the communicator keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Typing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Typing numbers and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Typing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Typing extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Navigation keystrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Using text ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Locking your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Applications Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Blazer Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

SMS Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

SIM Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

SIM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Common Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Entering text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Other ways to delete records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

System-defined and user-defined categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Page 4 Contents

Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Looking up Contacts records in PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Using Phone Number Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Hiding and masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Performing a HotSync operation for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

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

Application Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

PhoneBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Using the Speed Dial view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Using the Dial Pad view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Using the Contacts view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .85

Using the Call History view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Using the Active Call view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Forwarding calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Other ways to make a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

PhoneBook menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Working in Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Changing the Date Book Plus view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107

Working in Week View with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Working with floating events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Working with To Do items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Using the Daily Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112

Using templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

Date Book Plus menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114

Contents Page 5

Blazer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121

Viewing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .121

Working with bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123

Blazer menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

SMS Messaging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

Enabling SMS and SMS Email . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130

Receiving SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Viewing messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Replying to messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132

Creating SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133

Creating a message signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Creating boilerplates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135

Copying and forwarding messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136

Modifying messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136

Resending messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Sorting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Deleting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

SMS Messaging menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

Assigning a category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

Checking off a To Do item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

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

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Setting your home city . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Selecting remote cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146

Adding cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

CityTime menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Selecting the Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Using the Basic Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Displaying Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Using the Advanced Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Using the Advanced Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

Creating a custom view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156

Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157

Page 6 Contents

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161

Transferring your data to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162

Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164

SIM Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166

Copying entries from your Speed Dial list to your SIM card . . . . . . . . . . . . . . . . . . . . . . . .166

Copying entries from your SIM card to your Speed Dial list . . . . . . . . . . . . . . . . . . . . . . . .167

Deleting entries from your SIM card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .167

Dialing entries on your SIM card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168

SIM Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168

SIM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169

Setting Preferences for Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . .171

Viewing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

HotSync Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Connection Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Setting wireless modem configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178

Network Preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .179

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Creating a login script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .187

Network Preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .188

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .188

Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .189

Contents Page 7

Ringer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196

Preparing your computer for infrared communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . .196

Configuring HotSync Manager for infrared communication . . . . . . . . . . . . . . . . . . . . . . . .198

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .199

Returning to serial cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200

Conducting a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201

Preparing your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .202

Selecting the conduits for a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . .203

Performing a wireless HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203

Conducting a HotSync operation via a network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Performing a dial-in network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Performing a network HotSync operation via a LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Maintaining Your Communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Caring for your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

Resetting your communicator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .210

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .210

Performing a warm (or safe) reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .211

Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Tapping and keyboard problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Wireless communication problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .215

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .219

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .220

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .222

Page 8 Contents

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Creating a Custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225

About mapping tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225

Customizing existing sample templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .225

Determining the layout of the Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

Labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

Sections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .227

Analyzing your custom Expense Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228

Programming the mapping table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .228

Using applications other than Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232

Expense file details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .232

Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233

Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233

Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233

Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .233

Advanced Call Forwarding Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 35

Forwarding calls when your communicator is busy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Forwarding calls that you do not answer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236

Forwarding calls when your communicator is unreachable . . . . . . . . . . . . . . . . . . . . . . . . .236

General Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236

Other Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .241

Contents Page 9

Page 10 Contents

Chapter 1

Introduction to Your Treo™ 180 Communicator

This chapter explains the physical buttons and controls on your Treo™ 180 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 keystrokes. You can even set up a 3-way conference call by joining two calls and use the personal speakerphone for hands-free 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 25. 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™ 180 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 211 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

Headset jack

Rocker switch

Contrast control

Microphone

Chapter 1 Page 13

Screen

Keyboard

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.

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 where you can adjust the appearance of your communicator screen for the clearest screen display. See page19 for instruct io ns.

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 172 for details on reassigning these buttons to activate any application on your communicator.

You can also use these buttons in combination with Option to activate other applications. See Chapter 4 in this guide for details.

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

turns on your communicator and opens the corresponding application.

Keyboard Enables you to type letters, numbers and symbols on your communicator.

Chapter 2 to learn how to enter information.

Communicator screen

Page 14 Introduction to Your Treo™ 180 Communicator

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 instrument used to tap options on your communicator screen.

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 76 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 196 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 190 for details on changing the

settings. Note: Silencing the ringer turns off all 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™ 180 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:

■ 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 177 for details.

Page 18 Introduction to Your Treo™ 180 Communicator

Adjusting the contrast

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:

1. Press Option .

2. Type the letter Q.

3. Press the scroll buttons on the front panel of your communicator. Tip: You can also drag the slider or tap the ends of the contrast bar to increase or decrease

the contrast.

4. Press Space

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 a way 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 the communicator screen. Never use

an actual pen, pencil, or other sharp object to tap 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

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

Pick list

Check box

Command buttons

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

a menu bar.

Command buttons

Check box When a check mark appears in a check box, the corresponding option is active. If

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

Scroll bar Roll the rocker switch or press the scroll buttons on the front panel of your

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

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

Slider

Previous/next arrows

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.

communicator to scroll to the previous and next pages. To scroll the display one line at a time, tap the top or bottom arrow.

You can also scroll by dragging the slider or by tapping the scroll bar just above or below the slider to scroll to the previous or next page.

Scroll bar

Page 20 Introduction to Your Treo™ 180 Communicator

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.

Tip: To learn how to move around the screen using the Treo keyboard, see page 30.

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, hold Option and press Return to finish.

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. Press Option and then press Menu to access the Applications Launcher.

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.

Chapter 1 Page 21

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.

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 176

for details.

5. Hold Option and press Return to finish.

To set the current date:

1. Tap the Set Date box.

2. Hold Option and press a scroll button to scroll to the current year.

Tap arrows to select year

Tap to select month

Tap to select date

3. Hold Shift and press a scroll button to scroll to the current month.

4. Type the number for the current date.

5. Press Space to select the date.

Tip: You can also select the date by tapping the screen as shown above.

Page 22 Introduction to Your Treo™ 180 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.

Note: Treo is not compatible with three-pin (also called three-pole) style headsets. You can

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.

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).

■ Sw itch betw een 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.

Chapter 1 Page 23

To connect the HotSync cable:

Serial

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.”

2. Connect the USB HotSync cable to a USB port on your computer, or connect the 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™ 180 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 74 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 34 for details.

■ Print data from your desktop software on any printer.

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 connectivi ty.

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.

To ensure a safe and uninterrupted installation of Palm Desktop software, please do not simply 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 Microsoft 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 your

communicator. Choosing a different language may result in loss of data.

5. If the model selection screen appears, click the name of the product you purchased and

follow the onscreen instructions to continue the installa tion.

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.

Chapter 1 Page 25

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.

Using an e-mail application with your communicator

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

Note: To use a wireless e-mail application, your wireless 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 Ma il, d o 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.

Page 26 Introduction to Your Treo™ 180 Communicator

Chapter 2

Entering Data in Your Communicator

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

■ Using the communicator keyboard

■ Using the onscreen keyboard

■ Using your computer keyboard

■ Importing data

Using the communicator keyboard

The communicator keyboard is the primary method you’ll use to enter data into your communicator. Each letter key on the keyboard has three functions:

Normal: Types a lowercase letter. Shift: Types an uppercase letter. Option: Types the number/sy mbol , o r activates the function, that appears in blue on the key.

Option

Shift/Find

(

–

)







...

Backspace

Return

Menu/ Applications

Space

ListType

Typing capital letters

To type capital letters, you must first “shift” to caps and then type the character. Note: Your communicator 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).

Chapter 2 Page 27

To type a single capital letter (Caps Shift):

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

screen. If you accidentally activate Caps Shift, press Backspace to cancel it.

Caps Shift

2. Type the letter you want to capitalize.

To enter only capital letters (Cap s Lock):

1. Press Shift twice. When Caps Lock is active, an underlined “up arrow” symbol appears in the lower-right corner

of the communicator screen.

Caps Lock

2. Type the text you want to capitalize.

3. Press Shift to turn off Caps Lock.

Typing numbers and symbols

Typing numbers and symbols with your communicator is similar to typing symbols on a computer keyboard. You must first “shift” to option mode and then type the number or symbol strokes.

To enter a single number or symbol (Option Shift):

1. Press Option . When Option Shift is active, a dot appears in the lower-right corner of the Treo screen. If you

accidentally activate Option Shift, press Backspace to cancel it.

Option Shift

2. Press the key where the number or symbol appears in blue.

To enter only numbers or symbols (Option Lock):

1. Press Option twice.

2. Press the keys where the numbers or symbols appear in blue. When Option Lock is active, an underlined dot appears in the lower-right corner of the Treo

screen.

Option Lock

3. Press Option to turn off Option Lock.

Page 28 Entering Data in Your Communicator

Typing accented characters

The ListType feature enables you to enter accented characters. You can enter the following accented letters:

à á ä â ã å ç è é ë ê ì í ï î ñ ò ó ö ô õ ù ú ü û ý ÿ

To enter accented characters:

1. Type the letter (uppercase or lowercase) to which you want to add an accent.

2. Press ListType .

3. Use the scroll buttons to select the accent you want to apply.

4. Press Space to insert the accented character. Tip: You can also select the accented character you want to insert by repeatedly pressing

ListType .

Typing extended characters

The ListType feature also enables you to enter many extended characters that are not on the keyboard, such as currency symbols and emoticons. Extended characters are often found under related characters. For example, the

To enter extended characters:

1. Position the cursor where you want to insert the extended character.

£ symbol is located under $.

2. Type the base character associated with the extended character you want to insert:

Tip: To view a list of available accented and symbol characters, press Menu and

under Edit select Keyboard Help (/G).

Base character

a A b B c

Symbols Base

character

ß ß

¢ © ^ ˆ

Symbols Base

character

p P

Ø ¶ ¶ ® ®

. , !

Symbols

? ! …

; :-) :-( ;-)

:-D

C d

¢ © ^ ˆ

† ‡

† ‡ Ð

ß š §

ß Š §

~ ™ † ‡

‘ ’ ‹ › ~ `

“ ” « »

£ ¥

‚‚‚

Chapter 2 Page 29

~ ™ † ‡

Ex×-

L m M

3. Press ListType .

4. Use the scroll buttons to select the extended symbol you want to insert.

5. Press Space to insert the extended character. Tip: To enter a tab, press Shift and then press Space .

ƒ £ £ µ µ ø

X y Y 0 1 2 3

× ¥ ¥

‰ º

¹ ¼ ½

² ³

( )

_ ~ • – —

\ ÷ ¦

‰

= <[{‹ >]}›

Navigation keystrokes

In addition to character symbols, your communicator includes special keystrokes that you can use to navigate within text or fields in your appli cations.

Note: Some applications may not support these navigation keystrokes.

Command Keystrokes

Move cursor right Move cursor left Previous field Press the top scroll button.

Next field Press the bottom scroll button. Affirm an action

Annul an action

Open or dial the selected item

Page 30 Entering Data in Your Communicator

Hold Option while pressing the bottom scroll button. Hold Option while pressing the top scroll button.

Hold Option and press Return . Use these keys instead of tapping the following onscreen buttons: OK, Done, Yes, Next, Accept, Send, and Dial.

Hold Option and press Backspace . Use these keys instead of tapping the following onscreen buttons: Cancel, No, Previous, and Reject.

Press Space or press Return .

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

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 60.

To use the menu bar:

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

2. Press Menu to open the menu bar. Tip: You can also open the menu bar by tapping the inverted tab at the top of any

application’s screen (except Calculator).

Inverted tab

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 .

3. Press the top scroll button to switch between menus.

4. Press the bottom scroll button to select a command within a menu.

5. Press Space to run the selected command. Tip: To close the menus without running a command, press Menu again.

Keyboard shortcut menu commands

Most menu commands have an equivalent keyboard shortcut. The shortcut letters appear to the right of the menu command names. Throughout this guide, the shortcut letters appear in parentheses (/C) next to menu selection instructions.

Menu commands

Shortcut letters

Chapter 2 Page 31

To use keyboard shortcuts for menu commands:

1. Press Menu to open the menu bar.

2. Type the menu command shortcut letter. For example, to choose Copy in the Edit menu, press Menu followed by the letter “c.”

Tip: When the menu bar is open, you can enter a shortcut letter for any menu item in the

current application view, not just the ones that appear on the current menu.

Using text ShortCuts

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

Your communicator 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 the section that begins on page 190 to learn about creating your own ShortCuts.

Your communicator includes the following predefined ShortCuts:

Entry ShortCut

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

To use a ShortCut:

1. Type the letter s.

2. Press ListType .

3. Use the scroll buttons to select the ShortCut symbol . Note: The ShortCut symbol appears by the cursor to show that you are in ShortCut mode.

4. Type the ShortCut characters.

Page 32 Entering Data in Your Communicator

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your communicator. When used in conjunction with the backlight, the onscreen keyboard is especially useful for typing in the dark.

To use the onscreen keyboard:

1. Open a record in an application that requires you to enter data (such as Memo Pad).

2. Press Menu .

3. Under Edit, select Keyboard (/K).

4. Tap the characters to enter text, numbers, and international characters.

Tab

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.

Backspace 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 74 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.

Chapter 2 Page 33

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

handheld, you can transfer the data to your 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.

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 containing a field with category names, select All in the Category

box. Be sure that the same categories that appear in the imported file also exist in the application.

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

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

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.

Page 34 Entering Data in Your Communicator

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

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

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

Chapter 2 Page 35

Page 36 Entering Data in Your Communicator

Chapter 3

Managing Your Applications

This chapter explains how to switch between applications on your Treo™ 180 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. Press Option and then press Menu to access the Applications Launcher.

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

Tip: To find an application quickly, you can type 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 cate go ry. Se e page 38 for details.

Chapter 3 Page 37

Switching between applications

When working in any application, press Option and then press Menu , or press an application button on the front panel of your communicator to switch to another application. Your communicator 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. Press Option and then press Menu to access the Applications Launcher.

2. Press Menu again to open the menus.

3. Under App, select Category (/Y).

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. Hold Option and press Return twice to add the category.

5. Hold Option and press Return to finish.

To display applications by category:

1. Press Option and then press Menu to access the Applications Launcher.

2. Do one of the following:

■ H old Opti on and press Menu repeatedly to cycle through all yo ur categories.

■ Tap the pick list in the upper-right corner of the screen and select the category you want

to display.

Page 38 Managing Your Applications

Changing the Applications Launcher display

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

To change the Applications Launcher display:

1. Press Option and then press Menu to access the Applications Launcher.

2. Press Menu again to open the menus.

3. Under Options, select Preferences(/R).

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

5. Hold Option and press Return to finish.

To open the Applications Launcher to the last opened category:

1. Press Option and then press Menu to access the Applications Launcher.

2. Press Menu again to open the menus.

3. Under Options, select Preferences (/R).

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

5. Hold Option and press Return to finish.

Chapter 3 Page 39

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. Press Menu .

3. Under Options, select Preferences (/R). Note: Not all applications have a Preferences command.

4. Make changes to the settings.

5. Hold Option and press Return to finish.

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.

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

delete them at any time.

operation. There are a variety of third-party applications

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.

Page 40 Managing Your Applications

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.

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 41

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 74 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. Press Option and then press Menu to access the Applications Launcher.

2. Press Menu again to open the menus.

3. Under App, select Delete (/D).

4. Tap the application that you want to remove.

Page 42 Managing Your Applications

5. Tap Delete.

6. Hold Option and press Return twice to finish.

7. 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.

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 71 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 selecting 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.

Chapter 3 Page 43

Assigning a password

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

To assign a password:

1. Press Option and then press Menu to access the Applications Launcher.

2. Tap the Security icon .

3. Tap the Password box.

4. Enter a password.

5. Hold Option and press Return .

Tap here

same

6. Enter the

password a second time.

7. Hold Option and press Return to finish.

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 password:

1. Tap the Password box.

2. Enter the current password.

Tap here

3. Hold Option and press Return .

Page 44 Managing Your Applications

4. Do one of the following:

■ To change the password, enter the new password, and hold Option and press

Return .

■ 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 211 for details.

To lock your communicator with a pass word:

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.

Chapter 3 Page 45

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. Hold Option and press Return for Yes.

Page 46 Managing Your Applications

Chapter 4

Applications Overview

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

■ PhoneBook

■ Date Book Plus

■ Blazer

■ SMS Messaging

■ To Do List

■ Memo Pad

■ CityTime

■ Calculator

■ Expense

■ SIM Book

■ SIM Services

Chapter 4 Page 47

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 PhoneBook . PhoneBook opens to display the Speed Dial view.

–

)

(







...

PhoneBook button

Tip: Press PhoneBook repeatedly to cycle through the Speed Dial, Dial Pad, Contacts,

and Call History views. Press and hold PhoneBook to redial the last number you called.

Page 48 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 Date Book Plus . Date Book Plus opens to today’s schedule.

–

)

(







...

Date Book Plus button

Tip: Press Date Book Plus repeatedly to cycle through the Day, Week, Week with Text,

Month, Year, and List views.

Chapter 4 Page 49

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 Blazer . Blazer opens to display the Page view.

Note: If a different application appears when you press Blazer , your wireless service

provider installed another application as the default web browser. To launch Blazer, press Option , press Menu , and then tap the Blazer icon .

–

)

(







...

Blazer button

Tip: Press Blazer repeatedly to toggle between the Page and Bookmark views.

Page 50 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 SMS Messaging . SMS Messaging opens to display the Inbox view.

–

)

(







...

SMS Messaging button

Tip: Press SMS Messaging 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 51

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. Press Option .

2. Press Date Book Plus .

Tip: You can also open To Do List by tap ping the To Do List icon in the Applications

Launcher.

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

Page 52 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 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.

■ Take 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. Press Option .

2. Press PhoneBook . Tip: You can also open Memo Pad by tapping the Memo Pad icon in the Applications

Launcher.

Memo Pad displays the category of memos you last viewed.

Chapter 4 Page 53

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 simultaneously.

■ 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. Press Option .

2. Press Blazer .

Tip: You can also open CityTime by tapping the CityTime icon in the Applications

Launcher.

Page 54 Applications Overview

Calculator

Calculator enables you to perform addition, subtra ction, 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:

1. Press Option .

2. Press SMS Messaging . Tip: You can also open Calculator by tapping the Calculator icon in the Applications

Launcher.

Tip: Hold Option and press SMS Messaging repeatedly to toggle between Basic and

Advanced mode.

Chapter 4 Page 55

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

your computer. (Microsoft Excel is not included in the Treo communicator package.)

To open Expense:

1. Press Option .

2. Press Menu .

3. Tap the Expense icon .

Page 56 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. Press Option .

2. Press Menu .

3. Tap the SIM Book icon .

Chapter 4 Page 57

SIM Services

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

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

In SIM Services, you can do the following:

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

To open SIM Services

1. Press Option .

2. Press Menu .

3. Tap the SIM Srvc s icon .

Page 58 Applications Overview

Chapter 5

Common Tasks

In addition to the wireless communication applications, your Treo™ 180 communicator also includes a full suite of personal information manager (PIM) applications: Date Book 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 similar.

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.

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

2.Do one of the following:

■Start entering data (your communicator automatically creates a new record).

Tip: To create another new record, press the bottom scroll button and begin entering data.

■In Date Book Plus and Contacts view in PhoneBook only: Press Menu and under

Record, select New… (/N).

■Tap New.

3.In Date Book Plus only: Select start and end times for your event, and then hold Option

and press Return .

4.Enter text for the record.

Note: You do not have to press Shift to capitalize the first letter of the field. Your

communicator automatically capitalizes the first letter of each field (except numeric and e-mail fields).

5.Use the scroll buttons, roll the rocker switch or tap a field directly to move between fields.

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

7.In Contacts view in PhoneBook only: Hold Option and press Return to finish. There’s no need to save the record because your communicator saves it automatically.

Chapter 5 Page 59

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 the keyboard on your communicator, 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 available in the Edit menu apply to text that you select (or highlight) in an application.

To select text in an application:

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

2. Drag the stylus over the text to highlight it. You can drag across the text to select additional words, or drag down to select a group of lines.

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 last edit command. For example, if you used

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

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

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

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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, hold Option and press Return to finish.

Keyboard Help Opens screens that show many keyboard shortcuts and the bas e

characters associated with symbols and other extended characters. Use this command anytime you need forget how to do something with the keyboard.

Deleting records

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

1. Select the record you want to delete.

2. Press Menu .

3. Under Record, select the Delete command (/D):

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. Hold Option and press Return to finish. 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 61

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 hold Option and press

Return to finish.

■ Delete the text of the record.

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 the Contacts view in PhoneBook or in Memo Pad. So you need to delete outdated records from these applications individually.

To purge records:

1. Open the application.

2. Press Menu .

3. Under Record, select Purge (/E). 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. Hold Option and press Return to finish.

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 use the command to make it happen.

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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 37 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. Open the record you want to categorize.

2. In Contacts view in PhoneBook only: Press Menu , and under Record, select Edit

Contact (/E).

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 holding Option and pressing Return to finish.

Chapter 5 Page 63

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.

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5. Hold Option and press Return twice to finish. 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.

5. Hold Option and press Return twice to finish. 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 65

■ 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 scroll buttons move the highlight. Holding Shift and

using the scroll buttons moves 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, entering an “s” displays “Susan Lee, ” “Jame s Sa nds,” “Sal Martini,” and “John Smythe.” Entering “sm” reduces the list to “Sal Martini,” and “John Smythe.”

2. Use the scroll buttons to select the contact name.

3. Press Return to view the contents of the record.

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Using Find

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

To use Find:

1. Press Option and then press Shift to open the Find dialog box.

Tip: If you select text in an application before you opening the Find dialog box, the

selected text automatically appears in the Find dialog box.

2. Enter the text that you want to find.

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

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

3. Hold Option and press Return to start the search.

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

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. Press Menu .

3. Under Options, select Phone Lookup (/L).

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 67

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, scroll to it.

6. Press Space or Return .

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

You can also enter the keyboard shortcut (/L) to activate the Phone Number Lookup feature 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,” enter “Wi” and then the Phone Number Lookup keyboard shortcut (/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 enter the Phone Number Lookup

keyboard shortcut (/L). Your communicator replaces the selected text and adds the name and its associated information.

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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. Open the Expense record to which you want to add names.

2. Tap Details.

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. Use the scroll buttons to select the name you want to add.

6. Press Space or Return .

The name appears in the Attendees screen.

7. Repeat steps 4 through 6 to add more names.

8. Hold Option and press Return twice to finish.

Chapter 5 Page 69

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 view in PhoneBook, To Do List, Memo Pad, and Expense.

Note: You can also assign records to categories. See page 63 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. Hold Option and press Return to finish.

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

1. Open the application to display the list screen.

2. Press Menu .

3. Under Options, select Preferences (/R).

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. Hold Option and press Return to finish.

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.

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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 43 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 you 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.

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. Hold Option and press Return to finish.

To hide or mask all private records:

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

2. Press Option and then press Menu to access the Applications Launcher.

3. Tap the Security icon .

4. Tap the Current Privacy pick list.

Tap here

5. Tap either Hide Records or Mask Records.

6. Hold Option and press Return to confirm that you want to change the security setting.

Chapter 5 Page 71

To display all private records :

1. Press Option and then press Menu to access the Applications Launcher.

2. Tap the Security icon .

3. Tap the Current Pri v acy 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 then hold Option and press Return to finish.

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 then hold Option and press

Return 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. Press Menu .

3. Under Options, select Security (/H).

4. Tap the Current Pri v acy pick list.

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5. Tap Show Records.

6. Hold Option and press Return to finish.

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 appointment in Date Book 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: Press Menu , and under Record, select Edit

Contact (/E).

3. Tap Details.

4. Tap Note.

5. Enter your note.

6. Hold Option and press Return to finish. 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. Hold Option and press Return for Yes.

Chapter 5 Page 73

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. Press Menu .

3. Under Options, select Font (/F).

4. Use the scroll buttons to select the font style you want to use.

Bold font

Small font

5. Hold Option and press Return to finish.

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.

Page 74 Common Tasks

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 information again.

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 207 before performing the following steps.

Important: You must use the HotSync cable for your first HotSync operation. The following steps assume that you have already installed the Palm Desktop software. If you

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

To perform a local HotSync operation:

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

for detail s .

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 automatically opens the HotSync Manager.

3. Press the HotSync button on the cable.

HotSync button

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.

Chapter 5 Page 75

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 PhoneBook, 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 196 for details.

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. Press Menu .

3. Under Record, select Select Business Card.

4. Hold Option and press Return for Yes.

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

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

2. Press Menu .

Page 76 Common Tasks

3. Under Record, select one of the following:

The Beam command for an individual record (/B) In the Contacts view in PhoneBook only: Beam Business Card (/M) Beam Category (/Y)

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.

To beam an application:

1. Press Option and then press Menu to access the Applications Launcher.

2. Press Menu .

3. Under App, select Beam (/B).

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.

Chapter 5 Page 77

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. Hold Option and press Return for Yes. Tip: 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.

Page 78 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

■ CityTime

■ Calculator

■ Expense

■ SIM Book

■ SIM Services

Chapter 6 Page 79

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:

■ Repeatedly press PhoneBook to cycle through the views.

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

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 80 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 press PhoneBook if you are in another application.

2. Tap a blank Speed Dial button.

3. Enter the Name you want to assign to the button.

4. Press the bottom scroll button to move to the Number field and enter the phone number

associated with the button.

5. Press the bottom scroll button to move to the Extra Digits field and enter an extension

number or other additional digits if needed. Tip: To insert a pause between Extra digits when dialing, enter a comma (,). Each comma

represents a one second pause.

6. Hold Option and press Return to finish.

Chapter 6 Page 81

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 67 for details.

Tap Lookup Tap Add

3. If your Contacts list is sorted by last name, begin entering the person’s last name. If your Contacts list is sorted by first name, begin entering the person’s first name.

4. Select the entry you want to use and press Return . Tip: You can edit the entry by tapping the number or name in the Edit Entry dialog.

5. In the Edit Entry dialog, hold Option and press Return to finish.

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. Press PhoneBook .

3. Use the scroll buttons to select the Speed Dial button for the number you want to call. Tip: 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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4. Press Space to dial.

Tip: You can also tap the Speed Dial button for the number you want to call, or roll the

rocker switch to select the button and then press the rocker switch or Return to dial the number.

Selected button

Tip: During a call, if you are prompted to enter a menu selection, tap Dial Pad and then

enter the numbers you want with the keyboard. If you defined any Extra Digits, such as an extension, tap Extra Digits.

5. Close the lid to end the call.

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, press Menu .

2. Under Edit, select Edit Speed Dial (/E).

3. Tap the entry you want to change.

Tap to view more pages

4. In the Edit Entry dialog, enter the new information.

5. Hold Option and press Return twice to save the new info rmat io n.

Chapter 6 Page 83

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, press Menu .

2. Under Edit, select Edit Speed Dial (/E).

3. Tap the entry you want to delete.

4. In the Edit Entry dialog, tap Delete.

5. Hold Option and press Return twice to confirm deletion.

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, press Menu .

2. Under Edit, select Edit Speed Dial (/E).

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. Hold Option and press Return to finish.

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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. Press PhoneBook to access the Di al Pad view .

3. Enter the number you want to dial. If you are dialing an international number, enter a + before

the country code and phone number to automatically insert the prefix for international calls. Tip: You don’t need to press before entering the number.

Dial box

Digits enter numbers in dial box

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.

4. Press Space to dial.

5. Close the lid to end the call.

Backspace erases last digit

CLR deletes entire entry

Send dials number in dial box Phone Tips displays helpful

PhoneBook hints

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 34 and the online Help for your desktop software for more information.

Chapter 6 Page 85

To create a new Contact s en try:

1. Press PhoneBook repeatedly to access the Contacts view .

2. Press Menu .

3. Under Record, select New Contact (/N).

Cursor at Last name

4. Enter the last name of the person you want to add to your Contacts list.

5. Press the bottom scroll button to move to the First Name field and then enter the person's first name.

6. Press the bottom scroll button to move to other fields and then enter the other information that you want to include in this entry.

Tip: Hold Shift

and use the scroll buttons to move between pages in this entry.

7. After you finish entering information, hold Option and press Return to finish.

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.

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Duplicating a Contacts entry

You can duplicate existing entries, which can be helpful when you want to enter multiple people from a single organization. When you duplicate an entry, the word Copy appears next to the name in the First Name field.

To duplicate an entry:

1. From the Contacts view, select the name you want to duplicate.

2. Press Menu .

3. Under Record, and select Duplicate Contact (/T).

4. Edit the entry as necessary.

5. Hold Option and press Return to finish.

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, use the Instant Lookup feature to select the number you want to call.

See the section that begins on page 66 for details.

3. Press Space to dial.

Tip: 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

4. Close the lid to end the call.

Chapter 6 Page 87

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 an entry:

1. Select the contact name for the entry that you want to change.

2. Press Space to open the entry.

3. Press Menu .

4. Under Record, select Edit Contact (/E).

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

Tap triangle

6. Select a new label.

7. Hold Option and press Return to finish.

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. Select the name for the entry whose details you want to change.

2. Press Space to open the entry.

3. Press Menu .

4. Under Record, select Edit Contact (/E).

5. Press Menu .

6. Under Record, select Details (/E).

Page 88 Application Specific Tasks

7. Select any of the following settings:

Category Assign the entry to a category. Private Hide this entry when Security is turned on.

8. Hold Option and press Return to finish.

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 your phone 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. Press PhoneBook re pea tedly to access the Call History view .

Tap arrow to select

Missed call Outgoing call Incoming call

the call category: All, Incoming, Outgoing, or Missed

Tap Details to view time and duration

2. 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, press Menu ,

under Record, select Details (/E), tap Copy Phone #, and then hold Option and press Return to finish. You can now Paste this number into any applicati on on

your communicator.

Chapter 6 Page 89

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. Use the scroll buttons to select the number you want to call.

Tap the entry you want to dial

Tap Dial to call selected number

3. Press Space to dial. Tip: To add a number to your Contacts or Spee d Dial li st, pre ss Menu , under Record,

select Details (/E), tap Copy Phone #, go to the Contacts or Speed Dial view, and press Menu , under Edit, select Paste (/P) to insert the number.

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, press Menu .

2. Under Record, select Purge. Tip: To delete a specific item, select the item from the Call History view and select Delete

Item from the Record menu instead of Purge.

3. Select the purge option you want to use.

Tap the pick list to choose which calls to purge

4. Hold Option and press Return to finish.

Page 90 Application Specific Tasks

Using the Active Call view

After you dial and establish a connection, or receive an incoming call, the Act ive Call view icon appears in the lower left corner of the PhoneBook screen, and the Active Call view appears:

Tap Dial 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 Dial Pad button changes

to an Extra Digits button. Tap Extra Digits to dial the additional predefined numbers, such as an extension.

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 .

Note: Placing the ringer switch in the silent positi on turns off all system soun ds, including

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

Chapter 6 Page 91

To end a call, do any of the following:

■ Close the lid (if the headset is not attached).

■ Press Backspace .

■ Press the button on the headset (if it is attached).

■ Tap Hang Up.

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.

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.

Tip: You can also press Space to toggle the speakerphone on and off.

Page 92 Application Specific Tasks

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.

Call status indicator

Tap Hold

Tap Off Hold

2. Tap Hold to place the call on hold.

3. Tap Off Hold to return to the call.

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 Drop & Answer

Tap Hold & Answer

Tap Ignore to send call to voicemail

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 97 for more information.

Chapter 6 Page 93

To dial another number while a call is in progress:

1. From the Active Call view, repeatedly press PhoneBook to access the view you want to

use. Tip: You can also tap the Speed Dial, Dial Pad, Contacts, or Call History view icons.

2. Dial the number.

3. When the confirmation message appears, hold Option and press Return for Yes.

To switch between two act ive calls, do any of the followi ng :

■ Tap the call status line of the call you want to make active.

■ Press the button on the headset (if it is attached).

1st call status

2nd call status

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.

Page 94 Application Specific Tasks

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, press Menu .

2. Under Options, select Call Preferences (/A).

3. Select the call forwarding option you want to use.

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. Hold Option and press Return to finish.

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 PhoneBook for at least one second.

■ Press and hold the rocker switch.

Chapter 6 Page 95

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 90 for instructions on calling a number in your Call History list.

■ If you miss a single call, the following screen appears:

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 PhoneBook .

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.

Page 96 Application Specific Tasks

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 31 for information about choosing menu commands. The Record and Options menus differ depending on which view is active.

Record menus

Contacts list view

Contacts edit view

Call History view

Contacts record view

Options menus

Dial Pad & Speed Dial views

Call History view

Phone Preferences

Opens a dialog where you can lock your SIM card to prevent unauthorized use of your communicator’s wireless mode features.

Contacts view

Contacts record & edit views

Chapter 6 Page 97

Preferences

Call Preferences

■ Remember last category. Determines how the Contacts list appears

when you return to it from another application. If you select this check box, the Contacts list shows the last category you selected. If you clear it, the Contacts list displays the All category.

■ List By. Determines how the Contact entries are sorted in the

Contacts view, and also controls the PhoneBook Instant Lo okup feature and SMS address lookup options.

■ Block outgoing caller ID. Determines whether PhoneBook reveals your

phone number to the person you’re calling. If your service provider supports caller ID blocking, you can prevent revealing your phone number to people you call.

■ Get Status. Displays the current call waiting, call blocking, and call

forwarding settings stored on your wireless service providers network. Use this button to confirm that the network settings you selected are active.

Dial Preferences

■ Dial, Email, SMS. Provides third-party applications access to

PhoneBook’s dialing functions. In most cases you do not need to change these settings.

Page 98 Application Specific Tasks

Rename Custom Fields

Select Network

■ Default country. Determines if North American hyphenation

conventions are automatically applied to phone numbers, and whether the following two options are available:

■ When dialing, add this area code to 7 digit numbers. Inserts the area

code you specify in front of 7-digit numbers before dialing.

■ Always dial 1 in front of the area code. Inserts a 1 in front of 10-digit

numbers before dialing.

If you select a country other than United States or Canada, numbers are formatted exactly as they appear in the Contact record.

These custom fields appear at the end of the Contact Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all Contacts records.

■ Available networks. Enables you to manually select networks while

roaming if multiple service providers are available. When you manually select a network, your Treo finds only that network until you either choose another network, or return to Automatic Mode.

■ Automatic Mode. Allows your Treo to automatically select the provider

with the strongest signal. By default, Automatic Mode is on.

Chapter 6 Page 99

Phone Info

About PhoneBook

■ Number: Displays your SIM card’s phone number.

Note: Not all wireless service providers include the phone number on

the SIM. If the phone number is not on the SIM, this field displays “No number on SIM” instead of the number.

■ IMEI: Displays your communicator’s equipment ID number which

uniquely identifies your communicator to your mobile service provider’s network.

■ Firmware Rev: Displays the version number for the mobile

communication software on your communicator.

Shows version information for PhoneBook.

Page 100 Application Specific Tasks

Palm Treo 180 - Windows Edition User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Windows Edition

Contents

Introduction to Your Treo™ 180 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:

Adjusting the contrast

To adjust the contrast:

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 Ma il, d o one of the following:

Palm Mail

To install Palm Mail:

Entering Data in Your Communicator

Using the communicator keyboard

Typing capital letters

To type a single capital letter (Caps Shift):

To enter only capital letters (Cap s Lock):

Typing numbers and symbols

To enter a single number or symbol (Option Shift):

To enter only numbers or symbols (Option Lock):

Typing accented characters

To enter accented characters:

Typing extended characters

To enter extended characters:

Navigation keystrokes

Using menus

To use the menu bar:

Keyboard shortcut menu commands

To use keyboard shortcuts for menu commands:

Using text ShortCuts

To use a ShortCut:

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