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 of malfunction, dead battery, or repairs. Be sure to make backup copies of all
important data on other media to protect against data loss.
Warranty Information
In order to obtain warranty service, you must receive warranty service authorization by contacting Handspring within
the warranty period and provide dated proof of original purchase. For further information about the warranty service
procedure, please visit our website at http://support.handspring.com.
Software download available
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.
This chapter explains the physical buttons and controls on your Treo™ 270 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 1Page 11
System requirements
To use the wireless features of your communicator, you must have the following:
■A GPRS account with your wireless service provider
■A location where your wireless service provider has good GPRS coverage
To install and operate Palm Desktop software and the HotSync Manager synchronization
software, your computer system must meet the following requirements:
Minimum requirements
■Mac OS 8.5 or later with USB port (for USB HotSync
■Apple Macintosh or compatible computer with a PowerPC processor
■8 MB RAM (memory) minimum, 16 MB recommended
■25 MB available hard disk space
■VGA monitor or better
■CD-ROM drive (you can also download Palm Desktop software from www.handspring.com)
■Mouse
Note:We also strongly recommended that you have a desktop Internet connection so that you
can access the Handspring web site for support, updates, and other useful information.
®
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.
Important: If you are currently using Palm Desktop 4.0 on your Macintosh computer, your data
is not compatible with the version of Palm Desktop on the Handspring CD-ROM.
You can continue using the existing Palm Desktop 4.0 installed on your computer,
or you can choose to export your data from Palm Desktop 4.0 before installing the
software from the Handspring CD-ROM and then import it into Handspring's Palm
Desktop after completing the installation. Visit www.handspring.com/support for
the latest information on compatibility with Palm Desktop 4.0.
Page 12 Introduction to Your Treo™ 270 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 Desktop
software (this is usually the Handspring or Palm folder), copy (do not move) your user name
folder, and store the copy outside the Palm Desktop software folder.
3. Follow the installation instructions that begin on page 26. Be sure to install the new software
in the same folder as the old software.
4. Connect your new communicator to the HotSync cable and press the HotSync button on the
cable. If the 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.
7. If any data for your third party applications did not transfer, beam it from your old handheld to
your new communicator.
8. If you created a password on your old handheld, enter it on your new communicator.
Note:Records you previously marked Private remain marked Private, but you need to reenter a
password on your new communicator.
9. If you had any important settings on your old handheld, such as Network Preferences,
manually copy them from your old handheld to your new 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.
Chapter 1Page 13
Treo components
Locating front panel controls
Speaker
Headset jack
Rocker switch
Contrast/
Brightness control
Option key
Microphone
Screen
Keyboard
Application
buttons
Scroll buttons
Page 14 Introduction to Your Treo™ 270 Communicator
SpeakerFunctions as the earpiece on your Treo.
Headset jackEnables you to connect a hands-free headset for use with the wireless
features. Use only headsets that are compatible with your communicator.
Rocker switchEnables 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/
Brightness
control
Opens the Adjust Display dialog box where you can adjust the appearance
of your communicator screen for the clearest screen display. The contrast/
brightness control is activated with the Option key. See page 20 for
instructions.
Option keyTypes the number/symbol, or activates the function, that appears in blue
on the key.
MicrophoneFunctions as the mouthpiece when you use the wireless phone features of
your Treo.
Scroll buttonsDisplays 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 wireless service provider), and SMS Messaging. See page 174 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 on the default
combination settings, and see page 175 for details on reassigning the
button combinations.
Tip:If your communicator is turned off, pressing any application button
turns on your communicator and opens the corresponding
application.
KeyboardEnables you to type letters, numbers and symbols on your communicator.
See Chapter 2 to learn how to enter information.
Communicator
screen
Chapter 1Page 15
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
AntennaReceives and sends wireless communication signals. The antenna does not
telescope out of your communicator.
StylusServes 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
keyboard backlight. See page 19 for details.
IR portUses infrared technology to transmit data to and receive data from other
Palm OS devices. See the section that begins on page 78 for details. You
can also use the IR port to update the information between your
communicator and computer using HotSync technology. See the section that
begins on page 200 for details.
LEDProvides 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 194 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.
Page 16 Introduction to Your Treo™ 270 Communicator
Locating back panel components
Reset
button
SIM card door
SIM card doorSecures your SIM (Subscriber Identity Module) card in your phone.
Reset buttonUnder 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 and
USB connector
Charger and
USB connector
The connector that connects your communicator to the travel charger and
HotSync cable. The HotSync cable connects to a USB 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.
Chapter 1Page 17
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 24.
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 up to 3 hours of talk time or 150 hours
of standby time. When wireless mode is off, a fully charged battery provides up to one week 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 2 hours to charge a fully drained
battery.
Page 18 Introduction to Your Treo™ 270 Communicator
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 well as send and receive calls.
For example, when you are on an airplane, you need to turn wireless mode off to comply with FAA
regulations, but you can still use handheld mode to access Date Book Plus and other organizer
applications.
To turn handheld mode on and 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 keyboard backlight
If you have difficulty seeing your communicator keyboard in dark environments, you can use the
backlight to illuminate the keyboard.
Note:When you turn on the keyboard backlight, the screen brightness automatically dims to
conserve battery power. If you have difficulty seeing the screen in well-lit environments,
be sure the keyboard backlight is off and adjust the display settings. See page 14 for
details.
To turn the keyboard backlight on and off:
■Press the power button twice in quick succession.
Backlight tips:
■The backlight dims when a call is in progress and you do not press any buttons or tap your
communicator screen for more than 30 seconds.
■The backlight also turns off automatically (after a period of inactivity) with the Auto-off
feature. See page 180 for details.
Chapter 1Page 19
Adjusting the display
Depending on the lighting conditions or temperature of the environment where you use your
communicator, you may need to adjust the brightness and color saturation of the display.
The Adjust Display dialog box contains two sliders. The upper slider adjusts color saturation and
the lower slider adjusts brightness. The display usually looks best at maximum brightness but you
may want to decrease the brightness to conserve battery power.
To adjust the display:
1. Press Option .
2. Type the letter Q.
3. Press the scroll buttons, or drag the top slider, to adjust the color saturation until you can see
the three shapes as distinctly as possible.
4. Hold Option and press the scroll buttons, or drag the bottom slider, to adjust the screen
brightness
Tip:You can also tap to the left or right of the sliders to fine tune the display settings.
5. Press Space
to finish.
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
■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.
Page 20 Introduction to Your Treo™ 270 Communicator
Elements of the communicator interface
Menu bar
Pick list
Check box
Command buttons
Menu barA 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 listTap the arrow to display a list of choices, and then tap an item in the list to select it.
Previous/
next arrows
Scroll barRoll 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
Chapter 1Page 21
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 following:
■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 32.
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.
Page 22 Introduction to Your Treo™ 270 Communicator
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 179
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.
Chapter 1Page 23
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 your phone while
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 counting the number of silver
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).
■ Switch between two active calls.
■ Place the second call on hold when you have two active calls.
■ Hang up an active call.
Connecting the HotSync cable
The HotSync cable that comes with your Treo enables you to charge your communicator battery
and to synchronize the information on your communicator using HotSync technology.
To connect the HotSync cable:
1. Connect the travel charger cable to the short end of the Hotsync cable. Be sure to match the
sides of the connectors labeled “UP.”
2. Connect the USB HotSync cable to a USB port on your computer.
3. Connect the long end of the HotSync cable to your communicator with the button facing up.
Page 24 Introduction to Your Treo™ 270 Communicator
USB cable and port
Note:If you are unsure about the exact location of the USB 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.
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 76 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 36 for details.
■Print data from your desktop software on any printer.
Chapter 1Page 25
Palm Desktop software
Your communicator comes with Palm Desktop software. Palm Desktop software includes many
of the same applications as your communicator: Daily Calendar (Date Book Plus), Contact List
(the Contacts view in PhoneBook), Task (To Do List), and Note (Memo Pad).
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 24 for instructions.
2. Exit any open programs, including those that run at startup, and disable any virus-scanning
software.
3. Insert the Handspring CD-ROM into the computer’s CD-ROM drive.
4. Double-click the Handspring CD icon on the desktop.
5. Double-click the Installer icon to begin the installation process.
6. Follow the onscreen instructions to complete the installation and to configure your Treo for
wireless data communication.
When the set up process is done, the installation screen closes automatically.
Using your communicator with another PIM
If you prefer to use another personal information manager (PIM), 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. For information on conduit software, go to this web
site: www.handspring.com.
Page 26 Introduction to Your Treo™ 270 Communicator
Using an e-mail application with your communicator
Your communicator comes with the One-Touch Mail™ e-mail application by JP Mobile. You can
also use an e-mail application provided by your wireless service provider. To use an e-mail
application, you must subscribe to GPRS and Internet services from your wireless service
provider.
In most cases, your communicator is pre-configured with your wireless service provider’s
communication settings. If it is not pre-configured, contact your wireless service provider to obtain
the correct settings and follow the instructions on page 182 to configure a new service template.
If you prefer, you can dial-in to your ISP (Internet Service Provider) account. However, to use a
dial-up connection, your wireless service account must also include circuit switched data (CSD)
services. See page 182 for information on configuring a dial-up service template.
One-Touch Mail
One-Touch Mail is a wireless e-mail application that enables you to access your ISP (POP3
account) e-mail directly from your communicator. You may also be able to use One-Touch Mail
to access your corporate e-mail; contact your System Administrator for assistance.
To install One-Touch Mail, see page 42 for instructions on installing add-on applications. The
One-Touch Mail application is located in the One-Touch folder on the Handspring CD-ROM.
Chapter 1Page 27
Page 28 Introduction to Your Treo™ 270 Communicator
Chapter 2
Entering Data in Your Communicator
This chapter explains how to enter data into your Treo™ 270 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/symbol, or activates the function, that appears in blue on the key.
/
Option
Shift/Find
$
@
*
R
E
W
Q
(
%
D
S
A
:
X
Z
T
+
–
)
F
G
C
V
2
1
Y
4
H
7
B
...
3
U
5
J
8
N
0
#
I
6
K
9
M
"
O
P
'
L
.
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 2Page 29
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 Shift twice to cancel it, or if you do
nothing for five seconds, it reverts to lowercase.
Caps Shift
2. Type the letter you want to capitalize.
To enter only capital letters (Caps 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 30 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
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
ƒ
£
£
µ
µ
ø
X
y
Y
0
1
2
3
×
¥
¥
‰ º
¹ ¼ ½
²
³
/
%
#
(
)
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Navigation keystrokes
In addition to character symbols, your communicator includes special keystrokes that you can use
to navigate within text or fields in your applications.
Note:Some applications may not support these navigation keystrokes.
CommandKeystrokes
Move cursor right
Move cursor left
Previous fieldPress the top scroll button.
Next fieldPress the bottom scroll button.
Affirm an action
Annul an action
Open or dial the
selected item
Page 32 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 edit 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 62.
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 2Page 33
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 194 to learn about
creating your own ShortCuts.
Your communicator includes the following predefined ShortCuts:
EntryShortCut
Date stampds
Time stampts
Date / time stampdts
Meetingme
Breakfastbr
Lunchlu
Dinnerdi
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 34 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 includes a dialog box for 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, to
enter information. You can then perform a HotSync
your computer with the information on your communicator. See the section that begins on page
76 for details on HotSync operations.
®
operation to synchronize the information on
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 2Page 35
Importing data
If you have data stored in computer applications such as spreadsheets and databases, you can
transfer the data to your Treo 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.
You can import data from any of the following PIM (personal information manager) products.
■Address Book Plus
■DateBook Pro
■DayMaker
■Dynodex
■Meeting Maker
■Now Contact
■Now Up-to-Date
■QuickDex
■TouchBase Pro
Palm Desktop software can open Claris Organizer files directly; you do not need to import them.
To import data from PIM product files, you must export and save the entire file in text format first.
You can import fields from TouchBase Pro, DateBook Pro, DayMaker, and QuickDex files in the
proper order. You might have to adjust the field order of other PIM product files you import.
You can also import data from a FileMaker Pro database or a ClarisWorks database. In FileMaker
Pro, be sure to export the database to the Tab-Separated Text file type. In ClarisWorks, be sure
to save the database in ASCII text format and give it a different name so you don't overwrite the
original file.
You can import data from a Newton that uses Newton Operating System 1.0. Simply use the
Newton Connection Kit to export data from the Newton Names file, Date Book Calendar file, and
Notepad, and then import the resulting files into Palm™ Desktop software. The Newton
Connection Kit does not work with Newton Operating System 2.0.
To import data:
1. Export a text file from the other product.
2. Open Palm Desktop software.
3. From the File menu, choose Import.
4. Select the file you want to import.
5. Click Open.
Page 36 Entering Data in Your Communicator
6. In the Import dialog box, check each field name to be sure the correct data moves into the
correct fields.
■ To change the order of a field in the file you're importing into, move the pointer over a field
name in the Fields In list. When the pointer changes to double arrow, drag the name to a
new location.
■ To prevent information from being imported into a field, click the arrow between field
names. The arrow changes to a dotted line.
■ To view the information in the file you're importing from, click the Scan Data arrows to see
the information in each record.
7. From the Fields pop-up menu, choose the appropriate field.
8. From the Delimiters pop-up menu, choose the appropriate delimiter.
The field and delimiter are set automatically if you are importing a Claris Organizer, TouchBase Pro, DateBook Pro, DayMaker, or QuickDex file.
9. Click OK.
Chapter 2Page 37
Page 38 Entering Data in Your Communicator
Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your Treo™ 270 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 applications
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 category. See page 40 for
details.
Chapter 3Page 39
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 applications.
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:
■ Hold Option and press Menu repeatedly to cycle through all your categories.
■ Tap the pick list in the upper-right corner of the screen and select the category you want
to display.
Page 40 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 3Page 41
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 applications 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, Calculator,
CityTime, SIM Book, and SIM Services applications installed and ready to use. The Handspring
CD-ROM also includes the Expense application that automatically installs during the first
HotSync operation and e-mail applications that you can manually install from the CD-ROM.
You can also install additional applications on your communicator, such as business applications,
games, and other software. The Install Handheld Files dialog box 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 downloaded.
Note:Any applications that you install on your communicator resides in RAM memory; you can
delete them at any time.
Page 42 Managing Your Applications
®
operation. There are a variety of third-party applications
To install add-on software on your communicator:
Tip:You can also install an application by simply double-clicking the application’s icon.
1. Copy or download the application you want to install into the add-on folder in your Palm folder
on your computer.
Note:If the software you download is compressed, you need to decompress it into this
folder. If you prefer to place the application into another folder, you need to navigate
to that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
3. From the HotSync menu, choose Install Handheld Files.
Tip:You can also access the Install Handheld Files dialog box by double-clicking any file
with a PRC file extension.
4. From the User pop-menu, select the name that corresponds to your Treo communicator.
5. Click Add to List.
6. Select the application(s) you want to install on your communicator.
7. Click Add File.
Chapter 3Page 43
Note:Review the list of applications you selected in the Install Handheld Files dialog box.
If you do not want to install an application, select it, and then click Remove From List.
(This does not remove the application from your computer; it simply removes it from
the list of applications to install.)
8. Close the Install Handheld Files dialog box.
9. Perform a HotSync operation to install the application(s) you selected in step 6. See the
section that begins on page 76 for details.
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 44 Managing Your Applications
5. Tap Delete.
6. Hold Option and press Return twice to finish.
7. Check the Backups folder (under your user name folder in the Palm folder) on your computer.
If you find a PRC file for the application you just removed, delete the PRC file from the
Backups 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. Insert the Palm Desktop software CD-ROM into your computer’s CD-ROM drive.
2. Double-click the Handspring CD icon on the desktop.
3. Double-click the Installer icon.
4. Click Continue on the splash screen and on the Palm Computing Readme file screen.
5. Click Agree on the End User Software License Agreement screen.
6. In the Palm Desktop Installer window, select Uninstall from the pop-up menu in the upper-left
corner.
The Palm Desktop Installer shows the items you can uninstall.
7. Select all the items on the uninstall list by clicking the check box to the left of each selection.
8. Click Uninstall.
9. When prompted to select the files where your Palm files are installed, click the Palm folder.
Tip:If you installed the Palm Desktop software in a different folder, use the file selector
to find the folder that contains these files.
10. Click Choose.
Chapter 3Page 45
Security
Your communicator comes with a Security application so that unauthorized users cannot view the
entries you wish to protect.
Note: To access the Security application, you must first select either the All or System category
from the Applications Launcher.
In Security, you can do the following:
■Mask or hide entries you define as private. The Mask option displays a gray bar over private
records, and the Hide option completely removes (hides) private records. See the section that
begins on page 73 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.
Assigning a password
You can assign a password to protect your private records.
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
7. Hold Option and press Return to finish.
password a second time.
Page 46 Managing Your Applications
Changing or deleting a password
Once you define a password for your communicator, you can change or delete it at any time. You
must enter the current password before you can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
3. Hold Option and press Return .
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.
Recovering from a forgotten password
If you forget your password, you can delete the password from your communicator. Deleting a
forgotten password also deletes all 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.
Chapter 3Page 47
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 48 Managing Your Applications
Chapter 4
Applications Overview
This chapter briefly describes each application and how to open it. Your Treo™ 270 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 4Page 49
PhoneBook
PhoneBook enables you to make and receive telephone calls, and to keep names,
addresses, phone numbers, and other information about your personal or business
contacts.
In PhoneBook, you can do the following:
■Store thousands of names, addresses, phone numbers, e-mail addresses, and more, in your
Contacts list.
■Create up to 50 speed dial entries.
■Dial numbers from the Dial Pad, your Speed Dial list, your Contacts list, or the Call History list
on your communicator.
■Quickly look up, enter, or duplicate names, addresses, phone numbers, and other information.
■Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each
name.
■Attach a note to each Contacts entry, in which you can enter additional information about the
entry.
■Assign Contacts entries to categories so that you can organize and view them in logical
groups.
■Display a history list of your incoming and outgoing calls.
To open PhoneBook:
■Press PhoneBook . PhoneBook opens to display the Speed Dial view.
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PhoneBook button
Tip:Press PhoneBook repeatedly to cycle through the Speed Dial, Dial Pad, and
Contacts views. Press and hold PhoneBook to redial the last number you called.
Page 50 Applications Overview
Date Book Plus
Date Book Plus lets you quickly and easily schedule appointments or any kind of activity
associated with a date and/or a time.
In Date Book Plus, you can do the following:
■Enter a description of your appointment and assign it to a specific time and date.
■Display a chart of your appointments for an entire week to easily spot available times and any
potential scheduling overlaps or conflicts, or display descriptions of your appointments for one
or two weeks.
■Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon
appointments, or display a calendar for an entire year.
■Display a list of both your appointments and your 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.
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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 4Page 51
Blazer Web Browser
Blazer is a wireless Internet browser that lets you browse your favorite web sites while
you’re on the go.
Note:To use Blazer, you must subscribe to GPRS and Internet services from your wireless
service provider. If you prefer, you can dial-in to your ISP (Internet Service Provider)
account. See page 182 for information on configuring a dial-up service template.
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 .
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Blazer button
Tip:Press Blazer repeatedly to toggle between the Page and Bookmark views.
Page 52 Applications Overview
SMS Messaging
SMS Messaging provides a way for you to exchange short text messages with other
people who use GSM mobile phones and subscribe to an SMS service. Some wireless
service providers also provide a gateway to communicate with e-mail addresses.
In SMS Messaging, you can do the following:
■Send and receive short text messages.
■Read incoming messages directly from the Inbox.
■Call phone numbers, browse URLs, and reply to e-mail addresses directly from a message
■Create messages quickly with quick list address selection 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.
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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 4Page 53
To Do List
To Do List is a convenient place to create reminders and prioritize the things that you
have to do.
In To Do List, you can do the following:
■Make a quick and convenient list of things to do.
■Assign a priority level to each task.
■Assign a due date for any or all of your To Do items.
■Assign To Do items to categories so that you can organize and view them in logical groups.
■Sort your To Do items either by due date, priority level, or category.
■Attach notes to individual To Do items for a description or clarification of the task.
To open To Do List:
1. Press Option .
2. Press Date Book Plus .
Tip:You can also open To Do List by tapping the To Do List icon in the Applications
Launcher.
To Do List displays the category of items you last viewed.
Page 54 Applications Overview
Memo Pad
Memo Pad provides a place to take notes that are not associated with records in other
applications such as Date Book Plus, PhoneBook, or To Do List.
In Memo Pad, you can do the following:
■Take notes or 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 4Page 55
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 56 Applications Overview
Calculator
Calculator enables you to perform addition, subtraction, multiplication, division and a
variety of advanced math and scientific calculations.
In Calculator, you can do the following:
■Select a view to perform specific types of calculations including: math, trigonometry, finance,
logic, statistics, weight/temp, length, area, and volume.
■Store and retrieve values.
■Display the last series of calculations, which is useful for confirming a series of “chain”
calculations.
■Create a custom view with the buttons you use most often.
■Switch to basic mode to perform simple calculations.
To open Calculator:
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 4Page 57
Expense
Expense lets you keep track of your expenses.
In Expense, you can do the following:
■Record dates, types of expenses, amount spent, payment method, and other details
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 particular expense.
■Log miles traveled for a particular date or expense category.
■Sort your expenses by date or expense type.
To open Expense:
1. Press Option .
2. Press Menu .
3. Tap the Expense icon .
Note:If you do not see the Expense icon, you need to install the Desktop software from the
Handspring CD-ROM and perform a HotSync operation to install this application. The
Expense application is not pre-installed on your communicator.
Note:You cannot use the Macintosh version of Palm Desktop software to synchronize Expense
data between your communicator and your computer.
Page 58 Applications Overview
SIM Book
SIM Book enables you to view and manage the phone list on your SIM card.
In SIM Book, you can do the following:
■Copy entries from your speed dial list to your SIM card so you can access your phone
numbers if you move your SIM card to another phone.
■Copy entries from your SIM card to your speed dial list.
■Delete entries from your SIM card.
■Dial entries on your SIM card.
To open SIM Book:
1. Press Option .
2. Press Menu .
3. Tap the SIM Book icon .
Chapter 4Page 59
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 Srvcs icon .
Page 60 Applications Overview
Chapter 5
Common Tasks
In addition to the wireless communication applications, your Treo™ 270 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 5Page 61
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:
UndoReverses 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.
CutRemoves 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.
Page 62 Common Tasks
CopyCopies 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.
PasteInserts 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 AllSelects 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.
KeyboardOpens the onscreen keyboard. When you finish with the onscreen
keyboard, hold Option and press Return to finish.
Keyboard HelpOpens screens that show many keyboard shortcuts and the base
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 applications:
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 5Page 63
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 Purge command to make it
happen.
Page 64 Common Tasks
Categorizing records
Categorize records in the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense
applications so that they are grouped logically and are easy to review. (You can also categorize
applications. See page 39 for details.)
When you create a record, your communicator automatically places it in the category that is
currently displayed. If the category is All, your communicator assigns it to the Unfiled category.
You can leave an entry as Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your communicator includes system-defined categories, such as All and Unfiled, and
user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can rename and delete the userdefined categories. In addition, you can create your own user-defined categories. You can have
a maximum of 15 user-defined categories in each application.
The Contacts view in PhoneBook contains the QuickList user-defined category, in which you can
store the names, addresses, and phone numbers you might need in emergencies (doctor, fire
department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to show how you might sort
your expenses for different business trips.
Note:The illustrations in this section come from Memo Pad, but you can use these procedures
in all the applications in which categories are available. Categories are not available in
Date Book Plus.
To move a record into a category:
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 5Page 65
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 category.
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.
Page 66 Common Tasks
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 5Page 67
■PhoneBook: The Instant Lookup feature lets you scroll immediately to a Contacts 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 or Contacts views in PhoneBook, enter one of the following for the name
you want to find:
■ First name initial and last name
■ First name
■ Last name
For example, entering a “ca” displays “Chris Cadwell,” “David Cagle,” and “Carolyn Malestic”
as shown above. Entering “cmal” finds only “Carolyn Malestic.”
2. Use the scroll buttons to select the contact name.
3. Press Return to view the contents of the record.
Page 68 Common Tasks
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 5Page 69
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.
Page 70 Common Tasks
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 5Page 71
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 65 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.
Page 72 Common Tasks
Making records private
In all PIM applications, except Expense, you can make individual records private. Private records
remain visible and accessible, however, until you select the Security setting to hide or mask all
private records. See the section that begins on page 46 for details.
Hiding and masking private records
You can hide records that you mark as private. When you hide records, they do not appear
anywhere in the application. When 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 5Page 73
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 Privacy pick list.
Tap here
4. Tap Show Records.
If you do not have a password, private records become visible.
If you have a password, the Show Private Records dialog box appears. Enter your password
in this dialog box, and 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 Privacy pick list.
Page 74 Common Tasks
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 5Page 75
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 fontLarge 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 synchronization 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 76 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 206 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 24
for details.
2. If the HotSync Manager is not enabled, activate it: Open Palm Desktop software, from the
HotSync Menu, choose Setup. Click the HotSync Controls tab and select the Enabled option.
3. Press the HotSync button on the cable.
HotSync
button
4. From the Select User dialog box, choose the user name you assigned to your communicator.
The HotSync Progress dialog box appears and synchronization begins.
5. Wait for a message on your communicator indicating that the process is complete.
After the HotSync process is complete, you can remove your communicator from the cable.
Chapter 5Page 77
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 200 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 .
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, the path between the two devices must be clear of obstacles. If you have
difficulty beaming information, see the troubleshooting tips that begin on page 221.
Page 78 Common Tasks
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.
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.
Chapter 5Page 79
Page 80 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 6Page 81
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 four 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.
Status
bar
View
icons
Speed Dial view
Contacts view
Dial Pad view
Active Call view
Page 82 Application-Specific Tasks
The status bar at the top of each view provides information about wireless mode on your phone.
Several of the following common icons may appear in the status bar:
Network
Name
Displays the name of your wireless service provider. If you are outside a coverage
area, “No service” appears instead. If you are outside your wireless service
provider’s coverage area and roaming networks, but a network on which you can
place an emergency call is available, “No service - SOS only” appears instead.
Appears when you have new voicemail messages. Your wireless service provider
may use a different voicemail notification method that does not include the
voicemail notification icon.
Appears when wireless mode is on and you are not attached to a GPRS network.
Appears when wireless mode is on and you are attached to a GPRS network.
Appears when you are attached to a class B GPRS network and a data session
is active, and you can still receive calls.
Appears when you are attached to a class C GPRS network and a data session
is active, and you cannot receive calls.
Appears when a circuit-switched data call is in progress, and you cannot receive
calls.
Displays the signal strength. The stronger the signal, the more bars appear. If you
are outside a coverage area, no bars appear.
Displays the battery status. As the battery drains, the icon changes from full to
empty.
Appears when your communicator is connected to the travel charger and the
battery is charging.
Chapter 6Page 83
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 locked 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 locked on your
SIM card, you can edit the voicemail entry to enter the number.
Additionally, Phone Tips are assigned to the slot on the top right of the first Speed Dial page and
the last two slots on the first Speed Dial page are pre-programmed to display the time and date.
You can edit, move, or delete these entries as described later in this chapter.
Note:If you are updating the software from an earlier version of the Treo™ 270, the Phone Tips,
time, and date buttons will not replace your existing data.
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.
Page 84 Application-Specific Tasks
Adding Contacts list entries to your Speed Dial list
To save time while creating your Speed Dial list, you can add entries from your Contacts 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 69 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. See page103 for
information on sorting your Contacts list.
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 19 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.
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.
Chapter 6Page 85
Selected
button
Tip:During a call, if you are prompted to enter a menu selection, enter the numbers 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:If the phone number for your wireless service provider’s voicemail service is locked on
your SIM card, you cannot change this number. 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 information.
Page 86 Application-Specific Tasks
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.
Chapter 6Page 87
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 the Dial Pad:
1. Make sure wireless mode is on. See page 19 for details.
2. Press PhoneBook to access the Dial Pad view .
3. Type the number you want to dial on the keyboard number pad.
Displays number
to dial
Phone Tips displays helpful
PhoneBook hints
4. Press Space to dial.
5. Close the lid to end the call.
Dial Pad Tips:
■You don’t need to press before entering the number.
■ If you are dialing an international number, enter a + before the country code and phone
number to automatically insert the prefix for international calls.
■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.
Using the Contacts view
The Contacts view is where you store name and address information about people, 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 applications 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
36 and the online Help for your desktop software for more information.
Page 88 Application-Specific Tasks
To create a new Contacts entry:
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.
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.
Chapter 6Page 89
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 19 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 68 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 call
the number
4. Close the lid to end the call.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate with a
Contacts entry. Any changes you make apply only to the current entry.
To select other types of phone numbers in 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 .
Page 90 Application-Specific Tasks
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).
7. Select any of the following settings:
CategoryAssign the entry to a category.
PrivateHide this entry when Security is turned on.
8. Hold Option and press Return to finish.
Chapter 6Page 91
Using the Active Call view
After you dial and establish a connection, or receive an incoming call, the Active Call view icon
appears in the lower left corner of the PhoneBook screen, and the Active Call view appears:
Keyboard shortcuts
Note:If you dialed a Speed Dial entry that includes predefined Extra Digits such as an
extension, the Mute button changes to an Extra Digits button. Tap Extra Digits to dial the
predefined Extra Digits. If you did not define Extra Digits and need to enter additional
numbers, use the keyboard to enter the numbers.
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:
appear below buttons
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 while it is ringing, do any of the following:
■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 directly 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 the following:
■Press any button on your communicator.
■Slide the ringer switch to the silent position .
Note:Placing the ringer switch in the silent position turns off all system sounds, including
alarms. When you silence the ringer, Date Book Plus alarms vibrate.
Page 92 Application-Specific Tasks
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.
Chapter 6Page 93
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.
Tip:You can also press Period to toggle Hold on and off.
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.
Additionally, you can receive and place calls while transferring data on a GPRS network. The data
transfer is temporarily suspended while you complete the call and then resumes automatically if
the data transfer completion time has not expired (timed-out). However, note that you cannot
initiate a GPRS data session during a call.
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.
Page 94 Application-Specific Tasks
Tap Drop & Answer
Caller’s name and
phone number if
available
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 101 for more information.
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, or Contacts view icons.
2. Dial the number.
3. When the confirmation message appears, hold Option and press Return for Yes.
To switch between two active calls, do any of the following:
■Tap the call status line of the call you want to make active.
■Press the button on the headset (if it is attached).
1st call status
2nd call status
Chapter 6Page 95
To use 3-way calling:
1. Answer or place two calls.
2. Tap 3-way Call to join the two calls.
Tap
3-way
Call
3. Tap Cancel 3-way to return to the previous active call and to place the other call on hold, or
tap Hang Up to end both calls.
Note:When a 3-way call is active and the headset is attached, pressing the button on the
headset places the second call on hold.
Forwarding calls
If you need to turn off the wireless mode or know you will be traveling outside a coverage area,
you can forward your calls to another number. Keep in mind that your wireless service provider
will still charge you for your forwarded calls.
Note:Because call forwarding information is stored by the network, it’s a good idea to check
the current network settings both before and after you change the call forwarding option.
To forward calls to another number:
1. From the Speed Dial or Dial Pad view, press Menu .
2. Under Options, select Call Preferences (/A).
3. Select the call forwarding option you want to use.
Tap here to forward
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 D for details.
4. Hold Option and press Return to finish.
Page 96 Application-Specific Tasks
Other ways to make a call
In addition to using the Speed Dial, Contacts, and Dial Pad 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.
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 99 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.
Chapter 6Page 97
Calling an emergency number
Your Treo provides easy access to emergency numbers such as 911 in the United States or 112
in Europe. You don’t need to unlock your SIM card or even have the SIM card installed to call an
emergency number.
To call an emergency number:
1. Make sure wireless mode is on. See page 19 for details.
2. Press PhoneBook .
3. Do one of the following:
■ Dial 911, 112, or the appropriate local emergency number from the Speed Dial or Dial Pad
screen.
■ If your SIM card is locked or missing, tap Make Emergency Call from the Unlock SIM or SIM
Card Not Found screen.
Tap Make Emergency Call
Using the Call History list
The Call History list 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 list 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. From the Speed Dial, Dial Pad, or Contacts view, press Menu .
2. Under Options, select Call History (/Y).
Page 98 Application-Specific Tasks
Tap arrow to select
the call category: All,
Missed call
Incoming, Outgoing,
or Missed
Outgoing call
Incoming call
Tap Details to view
time and duration
3. Tap the pick list at the top of the screen to display a specific type of call: Missed, Incoming,
or Outgoing.
Tip:To temporarily store a number in your communicator’s memory, 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 application on
your communicator.
Calling a number in your Call History list
In addition to viewing a list of your incoming, outgoing, and missed calls, you can use the Call
History list to dial any number that appears on this view.
To dial a number from the Call History list:
1. Make sure wireless mode is on. See page 19 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 Speed Dial list, press 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.
Chapter 6Page 99
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 list:
1. From the Call History list, press Menu .
2. Under Record, select Purge.
Tip:To delete a specific item, select the item from the Call History list 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.
Barring Calls
You can use call barring to prevent charges for unauthorized incoming and outgoing calls on your
communicator.
The call barring settings are stored on your wireless service provider’s network, and a copy of the
settings is periodically downloaded to your communicator. To confirm that the settings you
selected are active, tap Get Status. To change your call barring settings, you must enter a
password.
Note: Some wireless service providers do not support all barring options.
To set call barring options:
1. From any PhoneBook view, press Menu .
2. Under Options, select Call Barring (/L).
3. Hold Option and press Return to access the Call Barring dialog box.
Page 100 Application-Specific Tasks
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