Palm Treo 90 - Windows Edition User Guide

Treo™ 90 Handheld User Guide

Windows Edition

Copyright © 2002 Handspring, Inc. All Rights Reserved. Handspring, Treo, and the Treo logo are trademarks of Handspring, Inc. and may be registered in some jurisdictions. Blazer and the Handspring logo are trademarks of Handspring Inc., are registered trademarks in the U.S.A., and may be registered in other jurisdictions. Portions copyright © 1998-2002 Palm, Inc. or its subsidiaries. All rights reserved. Palm OS and HotSync are registered trademarks and Palm and the Palm Powered logo are trademarks of Palm, Inc. and are used by Handspring under license. The SD logo is a trademark. All other trademarks and trade names are the property of their respective owners.

Disclaimer and limitation of liability

Handspring, Inc. and its suppliers assume no responsibility for: (i) any damage or loss resulting from the use of this handbook, (ii) any loss or claims by third parties that may arise through the use of this software, or (iii) 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 and License Agreement

In order to obtain warranty service, you must immediately notify Handspring of any defect 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://www.handspring.com

A copy of the Warranty and End User License Agreement are included in this guide. You can also view a copy of the warranty on our website at http://support.handspring.com/esupport/forms/hsFileList.jsp?Type=Warranties.

The information included in this guide sets forth Handspring's sole and complete warranty and software licensing obligations with respect to your Handspring product. Use of the product indicates your acceptance of the terms of the warranty and the End User License Agreement.

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.

Page 2 Windows Edition

Introduction to Your Treo™ 90 Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Getting to know your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

What is a Treo handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

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

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

Treo components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Locking and unlocking the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Adjusting the display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

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

Using the protective cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

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

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Moving around the screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

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

Using desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Using your handheld with Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Using your handheld with Microsoft Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Using your handheld with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using the handheld keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

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

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

Navigation keystrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Using text ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Typing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Typing extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

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

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

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

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

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

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

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

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

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

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

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

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

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

Working with expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Opening applications on an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Copying applications to an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Using the Card Info application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Applications Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

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

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Entering text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Other ways to delete records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

System-defined and user-defined categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Page 4 Contents

Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Looking up Contacts records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Using Phone Number Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Hiding and masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Performing a HotSync operation for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Application-Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Working in Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Changing the Date Book Plus view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Working in Week View with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Working with floating events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Working with To Do items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Using the Daily Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Using templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Date Book Plus menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Creating a Contacts entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103

Duplicating a Contacts entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

Changing Contact entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Dialing a number in your Contacts list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Contacts menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106

To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109

Assigning a category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110

Contents Page 5

Checking off a To Do item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114

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

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

CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Setting your home city . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Selecting remote cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .116

Adding cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117

CityTime menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117

Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Selecting the Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Using the Basic Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Displaying Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Using the Advanced Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Using the Advanced Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .119

Creating a custom view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126

Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Transferring your data to Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132

Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Viewing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

HotSync Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Connection Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Page 6 Contents

Network Preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142

Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Creating a login script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .150

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152

Network Preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152

Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153

Phone Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155

Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

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

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .159

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

Preparing your computer for infrared communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160

Configuring HotSync Manager for infrared communication . . . . . . . . . . . . . . . . . . . . . . . .162

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163

Returning to serial cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164

Conducting a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .165

Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .166

Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . .167

Performing a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .167

Conducting a HotSync operation via a network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168

Performing a dial-in network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169

Performing a network HotSync operation via a LAN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171

Synchronizing with your desktop e-mail application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172

Preparing your computer to synchronize desktop e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . .173

Using Palm Mail on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .174

Contents Page 7

Viewing e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .175

Creating e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .176

Looking up an address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177

Adding details to e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Storing e-mail to be sent later . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Filing e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183

Deleting e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184

Message list options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .185

Sorting the Message list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Palm Mail HotSync options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186

Palm Mail menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191

Using the Wireless Application Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Preparing for mobile communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Blazer Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Viewing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195

Working with bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196

Blazer menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200

Palm™ SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204

Receiving SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205

Creating text messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206

Creating a message signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207

Sending data via SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Modifying messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208

SMS Messaging menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209

One-Touch Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .213

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .214

Performing a warm (or safe) reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .217

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218

Tapping and keyboard problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .218

Wireless communication problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .221

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .223

Page 8 Contents

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .224

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Warranty and Other Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Product Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .235

Handspring, Inc. End User Software License Agreement . . . . . . . . . . . . . . . . . . . . . . . . . . . . .236

GNU Library General Public License . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .237

FCC Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243

Canadian RFI Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .243

Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .244

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Contents Page 9

Page 10 Contents

Chapter 1

Introduction to Your Treo™ 90 Handheld

This chapter explains the physical buttons and controls on your Treo™ 90 handheld, how to use your handheld for the first time, and how to install Palm™ Desktop software and the HotSync Manager synchronization software so you can synchronize your handheld and your computer.

Getting to know your handheld

What is a Treo handheld?

Your Treo handheld is one of the smallest, lightest, color Palm OS® handhelds available today. With your new handheld, you will no longer have trouble getting to meetings and appointments on time, remembering people’s names and personal details, or keeping track of all the items on your to do list. Your handheld can help you improve your track record in all these areas, both at work and at home.

You can enter all your schedule details in Date Book Plus so you can view them by the day, week, month, year, or in list format; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Contacts, so you can find them as soon as you need them. Add your tasks to To Do list, prioritize them so you don’t overlook them, and assign them a due date.

To make sure you don’t lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your handheld so unauthorized eyes cannot view your data.

When you are out of the office, track your expenses for your expense reports; then transfer the data to your computer to print it out. Using the IR port or a cable to connect to your data-enabled mobile phone, you can dial your ISP and use the included Wireless Application Suite to send and receive e-mail, exchange SMS text messages, and to browse the Internet. Alternatively you can write, edit, and view your e-mail, and then use Palm Mail to synchronize your e-mail with your desktop e-mail application when you return to your office.

Using your handheld doesn’t always have to be serious either. With the bright color screen and expansion capabilities, you can enjoy viewing photos and playing games without worrying about running out of storage space.

Chapter 1 Page 11

System requirements

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

Minimum requirements

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

(for USB HotSync

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

■ 32 MB RAM (memory)

■ 25

MB available hard disk space

■ VGA monitor or better

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

■ Internet Explorer 5.01 or higher (recommended)

cable)

Upgrade information

If you already own a Palm OS handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Treo handheld 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 handheld.

Note: If you used password protection on your old handheld, you must upgrade to the most

current desktop. The method of storing passwords has changed with the latest release of the desktop. Therefore, your password-protected information will not be synchronized if you don’t upgrade.

To upgrade:

1. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld 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 24. Be sure to install the new software in the same folder as the old software.

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

Page 12 Introduction to Your Treo™ 90 Handheld

5. If you had important settings on your old handheld, such as Network Preferences or

Connection Preferences, manually copy them from your old handheld to your new handheld.

6. Compare the applications on your old handheld and your new handheld.

7. Beam any third party applications that did not transfer from your old handheld to your new

handheld, or install them from the original files.

8. If any data for your third party applications did not transfer, beam it from your old handheld to

your new handheld.

9. If you created a password on your old handheld, enter it on your new handheld.

Note: Records you previously marked Private remain marked Private, but you need to

reenter a password on your new handheld.

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 215 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 1 Page 13

Treo components

Locating front panel controls

Lanyard holder

Contrast/ Brightness control

Screen

Keyboard

Application buttons

Scroll buttons

Lanyard holder Enables you to attach a lanyard to your handheld so that it’s easy to carry.

Contrast/ Brightness Control

Opens the Adjust Display dialog box where you can adjust the appearance of your handheld screen for the clearest screen display. See page 16 for instructions.

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

handheld 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.

Page 14 Introduction to Your Treo™ 90 Handheld

Application buttons

Activates the applications that correspond to the icons on the buttons: Date Book Plus, Contacts, To Do List, and Memo Pad. See page 138 for details on reassigning these buttons to activate any application on your handheld.

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

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

on your handheld and opens the corresponding application.

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

Chapter 2 to learn how to enter information.

Handheld screen

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

Locating back panel controls

Power button/LED

Expansion slot

Power button/ LED

Turns your handheld on and off, locks and unlocks the keyboard, and indicates the status of the battery as it charges.

When your handheld is connected to the travel charger or HotSync cable, the LED blinks while the battery charges and stays on after the battery is charged. When the LED alarm setting is active, the LED blinks as an alarm notification. See page 142 for details.

Connector

Reset button

IR port

Stylus

Expansion slot

Insert optional Secure Digital (SD) cards or MultiMedia Cards (MMC) to add features to your handheld. See the section that begins on page 44 for information about how to use expansion cards.

Stylus Serves as the instrument used to tap options on your handheld screen. To use

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

IR port Uses 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 handheld and computer using HotSync technology. See the section that begins on page 160 for details.

Chapter 1 Page 15

Reset button Under normal use, you should not have to use the reset button. See Appendix

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

Connector Enables you to connect your handheld to the travel charger, HotSync cable, and

other devices such as a mobile phone. The HotSync cable connects to a USB port or serial port on your computer and enables you to synchronize the information between your handheld and computer using HotSync technology.

Locking and unlocking the keyboard

To avoid accidentally pressing keys while your handheld is in your pocket, purse, etc., you can lock the keyboard. Locking the keyboard helps conserve battery power, and prevents unintentional creation and deletion of records. When the keyboard is locked, you cannot enter data or view information on your handheld until you unlock the keyboard.

To lock the keyboard:

■ Press and hold the power button for two seconds.

To unlock the keyboard:

1. Press and hold the power button for two seconds.

2. In the KeyLock Off dialog box, tap OK to unlock the keyboard.

Adjusting the display

Depending on the lighting conditions or temperature of the environment where you use your handheld, 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. Hold Option and press Return to finish

Page 16 Introduction to Your Treo™ 90 Handheld

Charging the battery

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

It takes about 90 minutes to charge the battery. A fully charged battery provides approximately 10 days of use. If the battery drains to the point where your handheld does not turn on, it stores your data safely for about three days.

Note: Recharge the battery after the first low battery warning. This prevents data loss that can

occur if your handheld sits idle for more than five days after the first battery warning. 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 handheld.

LED

Tip: The LED blinks green while your handheld charges. When the LED turns solid green, your

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

Chapter 1 Page 17

Using the protective cover

The cover protects the handheld screen when it is not in use.

To remove the cover:

1. Unclip the top of the cover from your handheld.

2. Lift the cover off your handheld.

To reattach the cover:

1. Insert the pegs on the cover into the holes on the top of the sides of your handheld.

2. Gently press the top of the cover onto your handheld until it clicks into place.

Page 18 Introduction to Your Treo™ 90 Handheld

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 handheld screen is a way to get things done on your handheld.

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

Important: Always use the point of the stylus for tapping the handheld screen. Never use an

actual pen, pencil, or other sharp object to tap the handheld screen.

With your handheld turned on, you can tap the handheld 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.

Elements of the handheld interface

Menu bar

Pick list

Check box

Command buttons

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

a menu bar.

Command buttons

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

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

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.

Chapter 1 Page 19

Previous/next arrows

Slider

Scroll bar

Previous/ next arrows

Scroll bar Press the scroll buttons on the front panel of your handheld to scroll to the

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.

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.

Moving around the screen

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

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.

Tip: To learn how to move around the screen using the Treo keyboard, see page 33.

Displaying online tips

Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upperright 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.

Page 20 Introduction to Your Treo™ 90 Handheld

Customizing your handheld

You can customize your handheld 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, and configure your handheld to work with a modem or network. See Chapter 7 for more information on customizing your handheld.

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.

The following procedures for setting the time and date give you an example of how to customize your handheld using the Date & Time 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 handheld can also display time based on a 24-hour clock. See page 140 for

details.

5. Hold Option and press Return to finish.

Chapter 1 Page 21

To set the current date:

1. Tap the Set Date box.

Tap here

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

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.

To set the time zone:

1. Tap the Set Time Zone box.

Tap here

Tap arrows to select year

Tap to select month

Tap to select date

Tap to select time zone

2. Press the scroll buttons or tap the arrows to scroll to your country and time zone.

Tip: Choose the time zone that corresponds to where you are. When you travel, use this

dialog box to change time zones. If you’re not sure what time zone you are in, find out what time it is, and select the time zone which shows the correct New Time. Do not use the time zone dialog to switch between daylight savings time and standard time. Use the Daylight Savings pick list.

3. Hold Option and press Return to finish.

To set the daylight savings time:

■ Tap the Daylight Savings pick list to toggle this feature on and off.

Page 22 Introduction to Your Treo™ 90 Handheld

Connecting the HotSync cable

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

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

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

To connect the HotSync cable:

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

sides of the connectors labeled “UP.”

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

HotSync cable to a Serial port on your computer.

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

USB cable and port

Serial cable and port

Chapter 1 Page 23

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

refer to the manual supplied with the computer.

4. Plug the travel charger into a wall outlet.

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

operation. However, if you want to use the HotSync cable to charge your Treo handheld, 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 handheld applications on your computer. Most desktop software applications

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

■ Back up and synchronize data between your handheld and your computer. Synchronization is

a one-step procedure that ensures that changes you make on your handheld or desktop software appear in both places. See the section that begins on page 76 for details.

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

many of your applications. See the section that begins on page 34 for details.

■ Print data from your desktop software on any printer.

Using your handheld with Palm Desktop software

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

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

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

installed Palm Desktop software for a previous Palm OS handheld.

not

To ensure a safe and uninterrupted installation of Palm Desktop software, please do copy the Palm Desktop software files to your computer’s hard disk. You must use the installer to place the files in their proper locations and to decompress the files.

To install Palm Desktop software:

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

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

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

4. If the language selection screen appears, click the same language you selected on your handheld.

Choosing a different language may result in loss of data.

simply

Page 24 Introduction to Your Treo™ 90 Handheld

5. Follow the onscreen instructions to complete the installation.

6. If you have a data-enabled mobile phone with an IR port, or a special cable that connects to

your handheld, complete the next part of the installation to install the Wireless Application Suite and configure your Treo for wireless data communication, otherwise skip this step.

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

Using your handheld with Microsoft Outlook

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

Using your handheld with another PIM

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

Chapter 1 Page 25

Page 26 Introduction to Your Treo™ 90 Handheld

Chapter 2

Entering Data in Your Handheld

This chapter explains how to enter data into your Treo™ 90 handheld using each of the following methods:

■ Using the handheld keyboard

■ Using the onscreen keyboard

■ Using your computer keyboard

■ Importing data

Using the handheld keyboard

The handheld keyboard is the primary method you’ll use to enter data into your handheld. 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

(

–

)







...

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 handheld includes a feature that automatically capitalizes the first letter when you

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

Chapter 2 Page 27

To type a single capital letter (Caps Shift):

1. Press Shift :

When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the Treo screen. If you accidentally activate Caps Shift, press 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 handheld 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 handheld is similar to typing symbols on a computer keyboard. You must first “shift” to option mode and then type the number or symbol strokes.

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

1. Press Option .

When Option Shift is active, a dot appears in the lower-right corner of the Treo screen. If you accidentally activate Option Shift, press Backspace to cancel it.

Option Shift

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

To enter only numbers or symbols (Option Lock):

1. Press Option twice.

2. Press the keys where the numbers or symbols appear in blue.

When Option Lock is active, an underlined dot appears in the lower-right corner of the Treo screen.

Option Lock

3. Press Option to turn off Option Lock.

Page 28 Entering Data in Your Handheld

Navigation keystrokes

In addition to character symbols, your handheld 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.

Command Keystrokes

Move cursor right

Move cursor left

Previous field Press the top scroll button.

Next field Press the bottom scroll button.

Affirm an action

Annul an action

Open or dial the selected item

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

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

which part

of the application you’re using. For example,

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).

Chapter 2 Page 29

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

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 handheld 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 154 to learn about creating your own ShortCuts.

Page 30 Entering Data in Your Handheld

Your handheld includes the following predefined ShortCuts:

Entry ShortCut

Date stamp ds

Time stamp ts

Date / time stamp dts

Meeting me

Breakfast br

Lunch lu

Dinner di

To use a ShortCut:

1. Type the letter s.

2. Press ListType .

3. Use the scroll buttons to select the ShortCut symbol .

Note: The ShortCut symbol appears by the cursor to show that you are in ShortCut mode.

4. Type the ShortCut characters.

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

£ symbol is located under $.

Chapter 2 Page 31

To enter extended characters:

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

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

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

under Edit select Keyboard Help (/G).

Base character

Ex×-

Symbols Base

character

ß ß

¢ © ^ ˆ

† ‡

† ‡ Ð

ƒ ƒ

Symbols Base

¶ ®

ß š §

ß Š §

~ ™ † ‡ ~ ™ † ‡

character

Symbols

? ! …

‚‚‚

; :-) :-( ;-)

:-D

‘ ’ ‹ › ~ `

“ ” « »

£ ¥

_ ~ • – —

\ ÷ ¦

‰

3. Press ListType .

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

5. Press Space to insert the extended character.

Tip: To enter a tab, press Shift and then press Space .

Page 32 Entering Data in Your Handheld

£ µ

‰ º

¹ ¼ ½

(

)

<[{‹ >]}›

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. 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 handheld are available in Palm Desktop software and in most Personal Information Manager (PIM) applications. If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software, or any supported PIM such as Microsoft Outlook, to enter information. You can then perform a HotSync synchronize the information on your computer with the information on your handheld. See the section that begins on page 76 for details on HotSync operations.

operation to

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

Chapter 2 Page 33

Importing data

If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another Palm OS

handheld, you can transfer the data to your handheld 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 handheld.

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

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

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

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

■ vCal (.vcs) Date Book only

■ vCard (.vcf) Address only

■ Date Book archive (.dba)

■ Address archive (.aba)

■ To Do List archive (.tda)

■ Memo Pad archive (.mpa)

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

To import data:

1. Open Palm Desktop software.

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

3. If you are importing records containing a field with category names, select All in the Category

box.

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

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so

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

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

Page 34 Entering Data in Your Handheld

9. Click OK.

The imported data is highlighted in the application.

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

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

Chapter 2 Page 35

Page 36 Entering Data in Your Handheld

Chapter 3

Managing Your Applications

This chapter explains how to switch between applications on your Treo™ 90 handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups.

Using the Applications Launcher

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

Opening applications

You can use the Applications Launcher to open any application installed on your handheld. You can also open the four main applications — Date Book Plus, Contacts, To Do List, and Memo Pad — with the application buttons on the front panel of your handheld.

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

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

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

To open an application:

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

2. Press the scroll buttons to select the application you want to open.

3. Press Space or press Return to launch the application.

Tip: You can also tap the icon of the application that you want to open. To find an application

quickly, you can type the first few letters of its name. The Applications Launcher scrolls to the first application with a name that begins with those letters. You can also create categories and organize your applications by category. See page 38 for details.

Chapter 3 Page 37

Switching between applications

When working in any application, press Option and then press Menu , or press an application button on the front panel of your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.

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.

Changing the Applications Launcher display

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

Page 38 Managing Your Applications

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.

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.

Chapter 3 Page 39

Installing and removing applications

This section explains how to install and remove applications on your handheld and how to remove Palm™ Desktop software from your computer.

Installing add-on applications

Your handheld comes with the Contacts, Date Book Plus, To Do List, Memo Pad, Expense, Calculator, CityTime, and Palm Mail applications installed and ready to use. The Handspring CDROM also includes a wireless application suite which you can install from the CD-ROM if you want to configure your handheld for wireless communication.

You can also install additional applications on your handheld, such as business applications, games, and other software. The Install Tool makes it easy to install software on your handheld during a HotSync 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 the file is compressed, you need to use a decompression utility on your computer, to decompress the .prc and .pdb files inside the compressed file. A trial version of the PKZIP decompression utility is located on your computer in the Programs\Handspring\Utility folder. If you need a different 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 handheld. After you install the utility, you are ready to decompress the add-on application files that you downloaded.

operation. There are a variety of third-party applications available for devices

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

them at any time.

To install add-on software on your handheld:

1. Copy or download the application you want to install into the add-on folder in your Handspring

(or Palm) directory on your computer.

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

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

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

Page 40 Managing Your Applications

3. Click Install.

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

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

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

5. Click Add.

Chapter 3 Page 41

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

7. Click Open.

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

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

8. If you want to install the application(s) on an expansion card, click Change Destination, click

the arrows to move the application(s) to the expansion card pane, and then click OK.

Note: Before you install an application on an expansion card, make sure that it is compatible

with Palm OS version 4.0. Older applications may not work properly when installed on an expansion card.

9. Click Done.

10. Perform a HotSync operation to install the application(s) you selected in step 6. See the

section that begins on page 76 for details.

Tip: You can also install an application by simply double-clicking the application’s icon.

Removing applications

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

To remove an add-on application:

1. 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. If you want to remove an application from an expansion card, tap the Delete From pick list

and select the card name.

Page 42 Managing Your Applications

Note: To delete an application from an expansion card, you must first insert the card into

your handheld. See page 44 for details.

5. Tap the application that you want to remove.

6. Tap Delete.

7. Hold Option and press Return twice to finish.

8. Check the Backup folder in the Palm Desktop folder on your computer. If you find a PRC file for the application you just removed, delete the PRC file from the Backup folder.

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

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

Removing Palm Desktop software

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

To remove Palm Desktop software:

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

2. Click Yes to uninstall the software.

Chapter 3 Page 43

Working with expansion cards

The expansion slot on your handheld enables you to add Secure Digital (SD) cards and MultiMedia Cards (MMC) that extend the functionality and storage capacity of your handheld. Your Treo comes with a mock, non-functional card inside the expansion slot. When you do not have a functioning card inside the expansion slot, reinsert the mock card to protect the slot opening.

To insert and remove an expansion card:

1. Press down and release the mock card.

2. After you feel the expansion slot eject the mock card, remove the card from the expansion slot.

3. Hold the card so it is facing in the same direction as the card icon on the back of your handheld.

4. Insert the card into the expansion slot until you feel the card lock into place and hear the confirmation tone.

5. When you’re done using the expansion card, repeat steps 1 and 2 to remove the expansion card.

6. Reinsert the mock card to keep the expansion slot clean.

Page 44 Managing Your Applications

Opening applications on an expansion card

After you insert an expansion card in the expansion slot, you can open any of the applications stored on the expansion card.

To open an application on an expansion card:

1. Insert the expansion card into the expansion slot as described in the previous section.

The Applications Launcher automatically displays its contents.

2. Press the scroll buttons to select the icon associated with the application you want to open.

Tip: To switch between the applications on the expansion card and your handheld, tap the

category pick list in the upper-right corner and select another category. When you insert an expansion card, the card name appears as a new category with a card icon next to the name. This enables you to easily switch between applications on your handheld and the expansion card.

3. Press Space or press Return to launch the application.

Copying applications to an expansion card

You can copy applications between your handheld and your expansion card.

Note: Before you copy an application to an expansion card, make sure that it is compatible

with Palm OS version 4.0. Older applications may not work properly when used on an expansion card.

To copy an application to an expansion card:

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

2. Press Menu again to open the menus.

3. Under App, select Copy (/C).

Chapter 3 Page 45

4. Tap the Copy To pick list and select the destination: card name, or Handheld.

5. Tap the From pick list and select the location of the application you want to copy: card name, or Handheld.

6. Tap the application you want to copy.

7. Tap Copy.

Using the Card Info application

The Card Info application displays general information about the expansion card that is currently in the expansion slot and it enables you to rename and format a card.

To view expansion card information:

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

2. Press the scroll buttons to select the Card Info icon .

3. Press Space or press Return to launch the application.

Card name

Card content summary

Page 46 Managing Your Applications

Renaming an expansion card

If you change the contents of an expansion card, you may at some point want to rename the card to better match it’s contents.

To rename an expansion card:

1. Press Menu .

2. Under Card, select Rename Card (/R).

3. Enter the new name for the card.

4. Hold Option and press Return to finish.

Formatting an expansion card

When you format an expansion card, you erase all the data stored on the card and prepare it to a blank state. Formatting an expansion card is similar to formatting a diskette on a computer.

To format an expansion card:

1. Press Menu .

2. Under Card, select Format Card (/F).

3. Hold Option and press Return to finish.

Security

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

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.

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

password.

Chapter 3 Page 47

Assigning a password

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

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

6. Enter the

same

password a second time.

7. Hold Option and press Return to finish.

Changing or deleting a password

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

To change or delete your password:

1. Tap the Password box.

2. Enter the current password.

Tap here

3. Hold Option and press Return .

Page 48 Managing Your Applications

4. Do one of the following:

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

Return .

■ To delete the password, tap Unassign.

Locking your handheld

You can also lock your handheld so that you need to enter your password to operate it. There are two ways to lock your handheld: manually and automatically.

Important: If you lock your handheld, you must enter the exact password to re-activate your

handheld. If you forget the password, you need to perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handheld; however, you can restore all previously synchronized data at the next HotSync operation. See page 215 for details.

To lock your handheld manually:

1. Assign a password.

2. Tap Lock & Turn Off.

Tap Lock & Turn Off

3. Tap Off & Lock.

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

Chapter 3 Page 49

To lock your handheld automatically:

1. Assign a password.

2. Tap the Auto Lock Handheld box.

3. When prompted, enter your password.

Tap here

4. Tap one of the following options:

Never Prevents your handheld from locking automatically.

On power off Locks your handheld when you turn it off, or when it shuts off with

the auto-off feature.

At a preset time Locks your handheld at a specific time of day. If you choose this

option, the Set Time dialog box appears for you to specify when you want your handheld to lock.

After a preset delay Locks your handheld after a period of inactivity. If you choose this

option, the minutes field appears for you to specify the number of minutes after which you want your handheld to lock.

5. Hold Option and press Return to finish.

6. To start your handheld, turn it on, and then enter the password.

Recovering from a forgotten password

If you lock your handheld and you forget your password, you can delete the password from your handheld. 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

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

Page 50 Managing Your Applications

To delete a forgotten password:

1. Tap the Password box.

Tap here

2. Tap Lost Password.

3. Hold Option and press Return for Yes.

Chapter 3 Page 51

Page 52 Managing Your Applications

Chapter 4

Applications Overview

This chapter briefly describes each application and how to open it. Your Treo™ 90 handheld comes with these applications already installed:

■ Date Book Plus

■ Contacts

■ To Do List

■ Memo Pad

■ CityTime

■ Calculator

■ Expense

Chapter 4 Page 53

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.

–

)

(







...

Date Book Plus button

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

Month, Year, and List views.

Page 54 Applications Overview

Contacts

Contacts enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts.

In Contacts, you can do the following:

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

■ 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.

■ Dial numbers using infrared communication and a data-enabled mobile phone.

To open Contacts:

■ Press Contacts . Contacts opens to display the Contacts list.

–

)

(







...

Contacts button

Tip: Press Contacts repeatedly to cycle through the categories in which you have entries.

Chapter 4 Page 55

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:

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

–

)

(







...

To Do List button

Tip: Press the To Do List repeatedly to cycle through the categories in which you have

To Do items.

Page 56 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, Contacts, or To Do List.

In Memo Pad, you can do the following:

■ Take notes or any kind of message on your handheld.

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

synchronize using Palm™ Desktop software and HotSync

technology.

■ 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

information to other applications.

To open Memo Pad:

■ Press Memo Pad . Memo Pad displays the category of memos you last viewed.

–

)

(







...

Memo Pad button

Tip: Press Memo Pad repeatedly to cycle through the categories in which you have

memos.

Chapter 4 Page 57

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 To Do List .

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

Launcher.

Page 58 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 Memo Pad .

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

Launcher.

Tip: Hold Option and press Memo Pad repeatedly to toggle between Basic and

Advanced mode.

Chapter 4 Page 59

Expense

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

In Expense, you can do the following:

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

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

not

your computer. (Microsoft Excel is

To open Expense:

1. Press Option .

2. Press Menu .

included in the Treo handheld package.)

3. Tap the Expense icon .

Page 60 Applications Overview

Chapter 5

Common Tasks

Your Treo™ 90 handheld includes a full suite of personal information manager (PIM) applications: Date Book Plus, Contacts, To Do List, Memo Pad, and Expense. This chapter provides instructions on how to do tasks that are common to these applications. It’s easy to transfer what you learn in one application to the other applications because the structure and behavior of 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, 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, Contacts, To Do List, Memo Pad, and Expense.

To create a record:

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

2. Press Menu .

3. Under Record, select New… (/N).

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

and press Return .

5. Enter text for the record.

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

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

6. Use the scroll buttons or tap a field directly to move between fields.

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

8. In Contacts only: Hold Option and press Return to finish.

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

Chapter 5 Page 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 handheld 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 handheld, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2.

Edit menu

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

select

available in the Edit menu apply to text that you

To select text in an application:

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

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

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

The following commands may appear in an Edit menu:

Undo Reverses the action of the

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

down

to select a group of lines.

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

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

(or highlight) in an application.

across

the text to select additional

last edit

command. For example, if you used

Page 62 Common Tasks

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

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

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

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

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

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

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

keyboard, hold Option and press Return to finish.

Keyboard Help Opens screens that show many keyboard shortcuts and the 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:

Date Book Plus: Delete Event

Contacts: 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 handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation.

Chapter 5 Page 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 handheld, 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 handheld and save them in an archive file.

Purging is not available in Contacts or Memo Pad, so 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 handheld 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 Contacts, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See page 37 for details.)

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

System-defined and user-defined categories

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

Contacts 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: Press Menu , and under Record, select Edit Contact (/E).

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

Category list

4. Select the category for the record.

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

category from the Category pick list in the Details dialog box, and then holding Option and pressing Return to finish.

Chapter 5 Page 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 handheld 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 list and shows names and phone numbers for entries that have phone numbers. You can add the information that appears in this list to a record.

Chapter 5 Page 67

■ Contacts: The Instant Lookup feature lets you scroll immediately to a Contacts entry 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 entries 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

When working with Contacts, the buttons on your handheld 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.

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

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

To use Instant Lookup to find a Contacts record:

1. From the Contact list, tap the Look Up line.

2. 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 an “ca” displays “Chris Cadwell,” “David Cagle,” and “Carolyn Malestic” as shown above. Entering “cmal” finds only “Carolyn Malestic.”

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

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

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Using Find

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

To use Find:

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

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

selected text automatically appears in the Find dialog box.

2. Enter the text that you want to find.

not

Find is “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.

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

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

4. Tap the text that you want to review.

Using Phone Number Lookup

Phone Number Lookup displays the information you entered in Contacts, 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 entries are sorted by last name, begin to spell the last name. If your Contacts

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

Chapter 5 Page 69

Note: The first initial and last name search in the Contacts 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 application. 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 entries are 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 handheld 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 handheld replaces the selected text and adds the name and its associated information.

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Looking up names to add to expense records

In Expense, Lookup displays the names of Contacts entries 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 that have data in the Company field.

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

6. Press Space or Return .

The name appears in the Attendees screen.

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

8. Hold Option and press Return twice to finish.

Chapter 5 Page 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, 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 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: 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 handheld, 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 until you select the Security setting to hide or mask all private records. See the section that begins on page 47 for details.

Hiding and masking private records

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

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

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

To make a record private:

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

2. Tap Details.

3. Tap the Private check box to select it.

4. Hold Option and press Return to finish.

To hide or mask all private records:

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

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

3. Tap the Security icon .

4. Tap the Current Privacy pick list.

Tap here

5. Tap either Hide Records or Mask Records.

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

Chapter 5 Page 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. The record becomes masked again when you move to another 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 only: Press Menu , and under Record, select Edit Contact (/E).

3. Tap Details.

4. Tap Note.

5. Enter your note.

6. Hold Option and press Return to finish.

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

Note icon

To review or edit a note:

1. Tap the Note icon .

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

3. Hold Option and press Return for Yes.

Chapter 5 Page 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 font Large fontBold font

To change the font style:

1. Open an application.

2. Press Menu .

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

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

Bold font

Small font

5. Hold Option and press Return to finish.

Large font

Exchanging and updating data: HotSync operations

The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and desktop software. Changes you make on your handheld 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 handheld to your computer with the HotSync cable or by beaming the data from the IR port on your handheld 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 handheld and Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld and doesn’t ask for this information again.

If you are a System Administrator preparing several handhelds for a group of users, you may want to create a user profile. See the section that begins on page 171 before performing the following steps.

first

Important: You must use the HotSync cable for your

The following steps assume that you have already installed the Palm Desktop software. If you have not installed this software, see page 24 for instructions.

To perform a local HotSync operation:

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

details.

2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then

choose Programs. Navigate to the Handspring (or Palm) program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager.

3. Press the HotSync button on the cable.

HotSync operation.

HotSync button

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

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

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

The HotSync Progress dialog box appears and synchronization begins.

Chapter 5 Page 77

5. Wait for a message on your handheld indicating that the process is complete.

After the HotSync process is complete, you can remove the cable from your handheld.

Beaming information

Your handheld 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 handheld, between the expansion slot and the stylus, behind the small dark shield.

You can beam the following information between Palm OS devices:

■ The record currently displayed in Date Book Plus, Contacts, To Do List, or Memo Pad

■ All records of the category currently displayed in Contacts, To Do List, or Memo Pad

■ A special record in Contacts 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 160 for details.

To select a business card:

1. In Contacts, 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.

Page 78 Common Tasks

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 Contacts 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 handheld.

Tip: For best results, the path between the two handhelds must be clear of obstacles. If you

have difficulty beaming information, see the troubleshooting tips that begin on page 223.

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

continue working on your handheld.

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 Beam From pick list and indicate whether the application you want to beam is located

on your handheld or an expansion card.

5. 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.

6. Tap Beam.

Chapter 5 Page 79

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

8. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld.

To receive beamed information:

1. Turn on your handheld.

2. Point the IR port directly at the IR port of the transmitting handheld 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.

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:

■ Date Book Plus

■ Contacts

■ To Do List

■ Memo Pad

■ CityTime

■ Calculator

■ Expense

Chapter 6 Page 81

Date Book Plus

When you open Date Book Plus, the screen shows the current date and a list of times for a normal business day.

Working in Day View

Day View shows an hourly calendar for a particular date. If there are events scheduled on that date, they appear in the appropriate time slot.

To view or select a date, do one of the following:

■ Press the scroll buttons to move forward or backward one day at a time.

Note: If you plan to do a lot of scrolling in Date Book Plus while the lid is closed, consider

enabling the Scroll before day move option in the Day Options dialog box. See page 98 for details.

■ Press Shift and then a scroll button to scroll by weeks.

■ Tap the day of the week that you want in the date bar at the top of the screen. If necessary,

tap the Previous week or Next week scroll arrows to move to another week.

Previous week Next week

Tap to select a day of the current week

■ Press Menu and under Options select Go to Day (/O). To scroll by days, press a scroll

button. To scroll by months, hold Shift and press a scroll button. To scroll by years hold Option and press a scroll button. After you scroll to the date, press Space

to select it. You can also type the number of the day or tap the screen to select a date from the calendar.

Previous year

Next year

Tap to select a month

Tap to select a day

Tap to select current date

Scheduling an event

A record in Date Book Plus is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.

Note: It’s possible to schedule events that overlap, but Date Book Plus makes it easy to find

such conflicts. See page 93 for details.

Page 82 Application-Specific Tasks

You can also schedule events that occur on a particular date but have no specific start or end times, such as birthdays, holidays, and anniversaries. These are referred to as “untimed events.” Untimed events appear at the top of the list of times, marked with a diamond. You can have more than one untimed event on a particular date.

You can also schedule a repeating event, such as a weekly meeting, and continuous events, such as a three-day conference or a vacation.

To schedule an event:

1. Select the date on which you want to schedule the event as described in the previous section.

2. Type the time the event begins to open the Set Time dialog box. For example, type 4 for 4:00.

Start Time

Tap to scroll to earlier hours

Tap to change hours

Tap to change minutes

Tap to scroll to later hours

3. If the event is longer than an hour, press the bottom scroll button and type the end time.

4. Hold Option and press Return to finish.

5. Enter a description of the event. You can enter up to 255 characters.

Event description

Time bar shows duration

6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time,

indicating the duration of the event.

To schedule an untimed event:

1. Select the date on which you want to schedule the event. See page 82 for details.

2. Press Menu .

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

Chapter 6 Page 83

4. Hold Option and press Return so that no start or end times are defined for the new event.

Tip: You can also create a new untimed event by making sure no event is selected and

then entering a description.

5. Enter a description of the event.

New untimed event

No time selected

6. Tap a blank area on the screen to deselect the untimed event.

Note: If you create an event and decide later that there is no particular start or end time, you

can easily change it to an untimed event. Tap the time of the event in the Date Book Plus screen, tap No Time, and then hold Option and press Return to finish.

Rescheduling an event

You can easily make changes to your schedule with your handheld.

To reschedule an event:

1. Tap the event you want to reschedule.

2. Tap Details.

3. To change the time, tap the Time box and select a new time.

4. To change the date, tap the Date box and select a new date.

5. Hold Option and press Return to finish.

Page 84 Application-Specific Tasks

Setting an alarm for an event

The Alarm setting enables you to set an audible alarm for events in Date Book Plus. You can set an alarm to sound minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days.

When you set an alarm, this icon appears to the far right of the event with the alarm. When the alarm tone sounds, a reminder message also appears onscreen.

To set an alarm for an event:

1. Tap the event to which you want to assign an alarm.

2. Tap Details.

3. Tap the Alarm check box to select it.

4. Tap the pick list to select Minutes, Hours, or Days.

5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time units.

Enter number of time units here

Tap here to select unit of time

6. Hold Option and press Return to finish.

Alarm for untimed events: You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen.

For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd. The

reminder remains onscreen until you turn on your handheld and hold Option and press Return

to dismiss it.

To dismiss the alarm reminder, do one of the following:

■Tap OK to dismiss the alarm.

■ Tap Snooze to be reminded again in 5 minutes.

■ Tap Go To to clear the item from the reminder list and jump to that item.

Chapter 6 Page 85

To dismiss a reminder for multiple alarms, do one of the following:

■ Tap the check box next to an item to clear that item from the reminder list.

■ Tap the item text or icon clear the item from the reminder list and jump to that item.

■ Tap Done to close the reminder list without clearing the items. An indicator blinks in the

upper-left corner of the screen. To return to the reminder list, tap the blinking indicator.

■ Tap Snooze to be reminded again in 5 minutes. An indicator blinks in the upper-left corner of

the screen. To return to the reminder list, tap the blinking indicator.

■ Tap Clear All to dismiss all the alarms.

Scheduling repeating or continuous events

The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day.

Typically, a continuous event is an untimed event such as a business trip or a vacation that continues for several days but doesn’t occur at a particular time of day.

To schedule a repeating or continuous event:

1. Tap the event.

2. Tap Details.

3. Tap the Repeat box to open the Change Repeat dialog box.

Page 86 Application-Specific Tasks

Repeat box

4. Tap Day, Week, Month, or Year to set how often the event repeats.

Tip: For a continuous event, tap Day.

5. Enter a number that corresponds to how often you want the event to repeat on the Every line.

For example, if you select Month and enter the number 2, the event repeats every other month.

6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap

Choose Date. Use the date picker to select an end date.

7. Hold Option and press Return to finish.

After you schedule a repeating or continuous event, this icon appears to the far right of the event.

Changing and deleting repeating or continuous events

If you change or delete a repeating or continuous event you can apply the action to only the current event, to all instances of the event, or to the current event and instances that follow.

To change or delete repeating events:

1. Select the record you want to change or delete.

2. Tap Details.

3. Enter the change.

4. Hold Option and press Return to accept the change, or tap Delete.

5. Tap one of the following:

Current. Changes or deletes only the current instance of the repeating event.

All. Changes or deletes all past, current, and future occurrences of this event.

Following. Changes or deletes the current event and all future occurrences of this event.

Chapter 6 Page 87

Considerations for repeating or continuous events

Keep the following points in mind:

■ If you change the start date of a repeating event, your handheld calculates the number of days

you moved the event. Your handheld then automatically changes the end date to maintain the duration of the repeating event.

■ If you change the repeat interval (e.g., daily to weekly) of a repeating event, past occurrences

(prior to the day on which you change the setting) are not changed, and your handheld creates a new repeating event.

■ If you change the date of an occurrence of a repeating event (e.g., from January 14th to

January 15th) and apply the change to All occurrences, the new date becomes the start date of the repeating event. Your handheld adjusts the end date to maintain the duration of the event. If you apply the change to Current or Future occurrences, past occurrences (prior to the day on which you change the setting) are not changed.

■ If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply

the change to Future occurrences, your handheld creates a new event. The start date of this new event is the day on which the setting is changed. Past occurrences (prior to the day of the change) are not changed.

■ If you apply a change to a single occurrence of a repeating event (e.g., time), that occurrence

no longer shows the Repeat icon .

Changing the Date Book Plus view

In addition to displaying the calendar for a specific day, you can also display a whole week in graph or text format, a month, a year, or a list of your appointments, as well as the current time.

To cycle through Day, Week, Week with Text, Month, Year, and List views:

■ Repeatedly press Date Book Plus to display the next view.

To display the current time:

1. Tap and hold the stylus on the date in the date bar to display the current time.

Tap and hold the date Current time displays

2. Drag the stylus below the date bar and then lift it.

Note: If you lift the stylus while it is still on the date bar, the menu bar appears.

Page 88 Application-Specific Tasks

Working in Week View

Week View shows the calendar of your events for an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule.

Event details

Previous week

Next week

Tap for that day

Tap to show event details

Week View icon

Bar indicates earlier event

Dot indicates untimed event

Bar indicates later event

Tips for using Week View

Keep the following points in mind:

■ Tap an event to show details for the event.

■ Press the scroll buttons to move forward or backward a week at a time.

■ To reschedule an event, tap and drag the event to a different time or day.

■ Tap a blank time on any day to move to that day and have the time selected for a new event.

■ Tap any day or date that appears at the top of the Week View to move directly to that day

without selecting an event.

■ The Week View shows the time span defined by the Start Time and End Time in the Date

Book Plus Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day's column. Use the onscreen scroll arrows to scroll

to the event.

Chapter 6 Page 89

Working in Week View with Text

The Week View with Text shows an entire week with a description of each scheduled event. This view can display one or two weeks at a time and can include To Do items that are due on the dates shown.

Toggle between 1 and 2 weeks

Week View with Text icon

Scroll to more events

Dot indicates more events

Box indicates To Do item

Tips for using Week View with Text

Keep the following points in mind:

■ Tap a day to display that day in the Day View.

■ Press the scroll buttons to move between weeks. You can also tap the scroll arrows in the

upper-right corner to move forward or backward a week.

■ Press Menu , and under Options, select Go to Week (/O). Tap a number to select a

different week.

■ Tap Go to open the date selector use the scroll buttons to select a week and then hold Option

and press Return to finish.

■ Tap the number of weeks to toggle between a one week view and a two week view.

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Working in Month View

The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events.

Previous/next month

Dashed line indicates continuous or repeating event

Dots on right or left side indicate events

Dots below date indicate untimed events

Month View icon

You can control the dots and lines that appear in the Month View. See page 96 for details.

Tips for using Month View

Keep the following points in mind:

■ Tap a day in the Month View to display that day in the Day View.

■ Press the scroll buttons to move between months. You can also tap the scroll arrows in the

upper-right corner to move forward or backward a month.

■ Press Menu , and under Options, select Go to Month (/O) to open the date selector and

select a different month.

Working in Year View

The Year View shows an overview of your calendar for an entire year.

Description of event on selected date

Blinking dot indicates

Dot indicates scheduled events

Year View button

selected date

Scroll to other days

Chapter 6 Page 91

Tips for using Year View

Keep the following points in mind:

■ Tap a day to display the date and events for that day in the title bar. A minus sign indicates

only one event is scheduled on that day. A plus sign indicates multiple events are scheduled on that day.

■ Press the scroll buttons to move between days. You can also tap the scroll arrows in the

lower-right corner to move forward or backward a day.

■ Tap the scroll arrows in the upper-right corner to move forward or backward a year.

■ Press Menu , and under Options select Year Preferences (/Y) to set display options.

Working in List View

The List View is a text oriented view that is integrated with To Do List. It displays a list of events and To Do items for the selected week(s).

Selected week’s dates

Scroll to other weeks

List View button

Tips for using List View

Keep the following points in mind:

■ Tap a line to select it. The start and end time display briefly in the title bar. To redisplay the

event details, tap to the left of the description.

■ Tap the description of the selected line to display the event in Day View.

■ Press the scroll buttons to select specific items on the screen. You can also tap the up scroll

arrow in the upper-right corner to jump forward by one of the following: 1 Day, 1 Week, 1 Month, or Pick (a specific date). Then tap the scroll arrows to move forward or backward a week.

■ Press Menu , and under Options, select Go to Date (/O) to open the date selector and

select a different date.

■ Press Menu , and under Options, select List View Preferences (/L) to set display

options.

Page 92 Application-Specific Tasks

Spotting event conflicts

With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes).

An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times.

Event conflict

Working with floating events

Date Book Plus can include events that are a combination of a To Do item and a Date Book event. These events are called “floating events.” Floating events are not assigned to a specific date, but can still be timed or untimed, can have alarms, and can repeat. If a floating event is not completed by midnight, it automatically advances to the next day until you mark it complete.

You can distinguish a floating event from an integrated To Do item by the circle that appears next to the floating event (in place of the To Do item priority number and check box). Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do items and untimed events.

To create a floating event:

1. From the Day View, press Menu .

2. Under Record, select New Floating Event (/I).

3. Enter a description of the event.

4. Tap a blank area on the screen to deselect the floating event.

To mark a floating event complete:

■ Tap the circle to the right or left of the event.

Tips for using floating events:

■ To prioritize floating events, enter a number followed by a space or dash as the first few

characters of the description.

■ To convert an existing event to a floating event, select the event, tap Details, tap Float as the

Type, and then hold Option and press Return to finish.

■ When you complete a repeating floating event, it marks only the current occurrence of the

event as complete.

Chapter 6 Page 93

■ Avoid scheduling a floating event that repeats daily. These events can accumulate quickly

unless you complete them each day.

■ When viewing a floating event in a desktop application, the Note field will contain a series of

characters: ##f@@@@@@ for an incomplete event and ##c@@@@@@ for a complete event. Do not remove or edit these characters.

Working with To Do items

Date Book Plus can create and display To Do items. To Do items appear in priority order at the top of the Day View screen.

To create To Do items in Date Book Plus:

1. From the Day View, press Menu .

2. Under Record, select New To Do (/T).

3. Enter a description of the To Do item.

4. Tap a blank area on the screen to deselect the item.

To mark a To Do item complete:

■ Tap the check box next to the item.

Tips for using To Do items:

■ When you create a To Do item in Date Book Plus, the priority and category are based on the

settings in the Create Options dialog box. See the section that begins on page 100 for details.

■ If a To Do item does not appear in Date Book Plus, confirm that the category assigned to the

item is selected. See the section that begins on page 100 for details.

■ If you do not complete a To Do item on or before the due date, then an ! (exclamation mark)

appears next to the item as a reminder that it is overdue.

Using the Daily Journal

You can use the Daily Journal feature to record events as they occur. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule. The Daily Journal is especially useful for tracking activities such as sales calls, start and end times for consulting or other work, or keeping a record of how you spend your time at the office.

To create a Daily Journal entry:

1. From the Day View, press Menu .

2. Under Record, select New Journal Entry (/J).

Date Book Plus creates an untimed event, opens a Note for this event, and inserts the current time. If you’ve already started a journal for the current day, Date Book Plus opens the existing journal and inserts a new entry.

3. Enter a description for the journal entry.

4. Hold Option and press Return to finish.

Page 94 Application-Specific Tasks

Using templates

You can use templates to create a list of standard events. You can then select an event from this list and add it to your calendar. Since Date Book Plus saves all the event attributes, including alarms and notes, templates can really save you time when entering reminder notices or events that recur on different days and times.

To create a template:

1. Select the event you want to save as a template.

2. Press Menu .

3. Under Record, select tap Create Template (/V).

4. Hold Option and press Return to finish.

To schedule a template event:

1. Select the date on which you want to schedule the event.

2. From the Day View, tap the time line that corresponds to the beginning of the event.

3. Tap New and select Template from the list.

Tap to create an event from a template

4. Select the event from the Appointment Templates list.

5. Hold Option and press Return to finish.

Chapter 6 Page 95

Date Book Plus menus

Date Book Plus menus are shown here for your reference, and Date Book Plus features that are not explained elsewhere in this guide are described here.

See page 33 for information about choosing menu commands.

Record menu

List View

Day View

New To Do Creates a new To Do item and adds it to your Date Book Plus and To Do

List database.

Send Item Enables you to send the selected event to someone else via an SMS

message. When you select this command, the Send dialog box opens where you can select or enter the recipient’s mobile phone number. See page 208 for more information.

Note: This command appears only if you installed the Palm SMS

application while configuring the Wireless Suite.

Duplicate Item Creates a copy of the selected event and opens the Details dialog box for

the new event.

Options menu

Week View

Week View with Text

Day View

Month View

Year View

List View

Page 96 Application-Specific Tasks

Preferences (Day View)

■ Start/End Time. Defines the start and end times for Date Book Plus

screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.

■ Event Duration. Defines the default duration for new events.

■ Week Start. Defines the first day of the week. This setting overrides the

System Preferences setting for all Date Book Plus views.

■ Initial View. Defines the view that appears when you start Date Book

Plus.

■ Button Views. Defines which views display when you repeatedly press

the Date Book Plus button. By default, all views appear.

■ Display Options. Opens the Display Options dialog box where you can

define the following options:

Chapter 6 Page 97

Display Options

■ Show Time Bars. Activates the time bars that appear in the Day View.

The time bars show the duration of an event and illustrate event conflicts

■ Compress Day View. Controls how times appear in the Day View. When

Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.

■ Show PM Label. Displays a “p” after PM times.

■ Show End Times. Displays all time bars and time slots for end times of

an event.

■ Scroll Before Day Move. Determines whether the front panel scroll

buttons will scroll up and down within the current day before scrolling to the previous or next day.

■ Auto-scroll Time. Displays events based on the time of day when the

Day View contains more than one screen of information.

■ Float Advance at Midnight. Advances floating events to the next day at

midnight of the current day.

■ Show Completed Floating Events. Displays completed floating events.

Page 98 Application-Specific Tasks

Alarm Preferences

■ Alarm Sound. Sets the tone of the alarm.

■ Snooze Sound. Sets the tone of the snooze alarm.

■ Remind Sound. Sets the tone of the reminder alarm. The reminder

alarm sounds when the snooze alarm is not acknowledged.

■ Play Sound. Defines how many tones the alarm emits before it stops.

The choices are Once, Twice, 3 Times, 5 Times, and 10 Times.

■ Repeat Alarm. Defines how many times the alarm repeats when it is not

acknowledged. The choices are Once, Twice, 3 Times, 5 Times, 10 Times, and 100 Times.

■ Every. Defines how often the alarm sound repeats. The choices are

Minute, 5 minutes, 10 minutes, and 30 minutes.

■ Alarm Preset. Automatically sets an alarm for each new event. The

silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event.

Chapter 6 Page 99

To Do Preferences

■ Show Categories. Displays the To Do items in the categories you

select.

■ Priorities Displayed. Displays To Do items with the selected priority

level. The choices are 1 only, 1-2, 1-3, 1-4, and 1-5.

■ Show Priority. Displays the priority level for To Do items.

■ Show Completed Items. Displays completed To Do items.

■ Show Undated Items. Shows all To Do items that have not been

assigned a due date.

■ Show Dated Items. Shows all To Do items that have been assigned a

due date.

■ Days before Due Date. Defines the number of days before the due date

that an item will appear in Day View as a To Do item.

■ Create Options. Opens the Create Options dialog box where you can

select the default priority and category for To Do Items you create in Date Book Plus.

UnDelete from Archive

Restores the last event you deleted from Date Book Plus (provided it was stored in the Archive file). You can select this command repeatedly to restore additional events.

Go to Week Enables you to jump to a specific week by tapping the week number in the

current year.

Page 100 Application-Specific Tasks

Palm Treo 90 - Windows Edition User Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

Windows Edition

Contents

Introduction to Your Treo™ 90 Handheld

Getting to know your handheld

What is a Treo handheld?

System requirements

Minimum requirements

Upgrade information

To upgrade:

Each device must have a unique name

Treo components

Locating front panel controls

Locating back panel controls

Locking and unlocking the keyboard

To lock the keyboard:

To unlock the keyboard:

Adjusting the display

To adjust the display:

Charging the battery

To charge the battery with the travel charger:

Using the protective cover

To remove the cover:

To reattach the cover:

Using the stylus to get things done

Elements of the handheld interface

Moving around the screen

To move around the screen do one of the following:

Displaying online tips

To display an online tip:

Customizing your handheld

To open the Preferences screens:

To set the current time:

To set the current date:

To set the time zone:

To set the daylight savings time:

Connecting the HotSync cable

To connect the HotSync cable:

Using desktop software

Using your handheld with Palm Desktop software

To install Palm Desktop software:

Using your handheld with Microsoft Outlook

Using your handheld with another PIM

Entering Data in Your Handheld

Using the handheld keyboard

Typing capital letters

To type a single capital letter (Caps Shift):

To enter only capital letters (Caps Lock):

Typing numbers and symbols

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

To enter only numbers or symbols (Option Lock):

Navigation keystrokes

Using menus

To use the menu bar:

Keyboard shortcut menu commands

To use keyboard shortcuts for menu commands:

Using text ShortCuts

To use a ShortCut:

Typing accented characters

To enter accented characters:

Typing extended characters

To enter extended characters:

Using the onscreen keyboard

To use the onscreen keyboard:

Using your computer keyboard

Importing data

To import data:

Managing Your Applications

Using the Applications Launcher

Opening applications

To open an application:

Switching between applications

Categorizing applications

To categorize an application:

To display applications by category:

Changing the Applications Launcher display

To change the Applications Launcher display: