Palm Tungsten E Handbook

Handbook for the Palm

ungsten E Handheld

© 1998–2003 Palm, Inc. All rights reserved. Graffiti, HotSync, the Palm logo, Palm OS and Palm Powered are registered trademarks, and Palm, Tungsten, and VersaMail are trademarks of Palm, Inc. All other brands are trademarks or registered trademarks of their respective owners. MPEG Layer-3 audio decoding technology licensed from Fraunhofer IIS and Thompson.

Disclaimer and Limitation of Liability

Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.

Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.

IMPORTANT Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.

PN: 407-5635A-US

Chapter 1: Setting Up Your Palm™ Tungsten™ E Handheld . . . . . . . . . . . . 1

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 1

Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 3: Install software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 4: Connect the HotSync cable to the computer . . . . . . . . . . . . . . . . . . . . . . 3

Step 5: Perform a HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Locating top panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Locating bottom panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Adjusting brightness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Adding an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Additional software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Chapter 3: Entering Data on Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . 17

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using Graffiti

Writing in Graffiti 2 input areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Graffiti 2 character set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Graffiti 2 ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Sending data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

2 writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

iii

Contents

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 34

Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Graffiti 2 menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Receiving alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installing files and add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Installing applications and files on a Windows computer . . . . . . . . . . . . . 52

Palm Quick Install tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Installing applications and files on a Mac computer . . . . . . . . . . . . . . . . . . 56

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Chapter 5: Using Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Setting Agenda View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Working in Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Setting Day View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Contents

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Setting an event location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Using categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Setting Month View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Beaming events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Viewing birthday events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Using Calendar menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Option menu/Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 6: Using Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Reviewing Card information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Managing expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Using Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Card menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Chapter 7: Using Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Creating a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Displaying additional contact fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Selecting field types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Changing Contact details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Creating a business card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Making connections from Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Using Contacts menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Chapter 8: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Contents

Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . . 96

Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Chapter 9: Using Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Using Memos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Chapter 10: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Changing Note Pad color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 11: Using Palm™ Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Viewing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Viewing photos in Thumbnail view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Viewing photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Viewing a slide show . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Rotating photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Viewing photo information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Creating an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Filing photos in albums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Copying photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Renaming or deleting an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Beaming photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Deleting photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Working with photos on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Using Palm Photos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Contents

Chapter 12: Using Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Creating tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Checking off a task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Changing task details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Scheduling repeating tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Using the display filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Setting Tasks Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Chapter 13: Using Palm™ VersaMail™ Personal E-mail Software . . . . . 127

VersaMail application features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Getting started with the VersaMail application . . . . . . . . . . . . . . . . . . . . . . . . 127

Synchronizing an existing username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Upgrading a MultiMail/VersaMail database . . . . . . . . . . . . . . . . . . . . . . . 128

Setting up and managing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Account and connection types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Network e-mail account prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Creating an e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Editing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Deleting an e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Selecting a different service for a given e-mail account . . . . . . . . . . . . . . . 142

Adding ESMTP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Troubleshooting account access problems . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Getting, sending, and managing e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Getting e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Auto get mail with notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Reading e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Creating and editing mail folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Creating and sending new e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Working with URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Working with attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Deleting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Emptying the trash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Marking messages as read or unread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

Setting preferences for getting and deleting e-mail . . . . . . . . . . . . . . . . . . 194

Adding or updating a Contacts record directly from a message . . . . . . . 195

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Contents

Synchronizing e-mail between the handheld and the desktop . . . . . . . . . . . 196

Configuring account settings in HotSync Manager . . . . . . . . . . . . . . . . . . 196

Setting synchronization options and account settings . . . . . . . . . . . . . . . . 197

Synchronizing an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Using SSL with the conduit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Chapter 14: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211

Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Modifying a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Chapter 15: Performing HotSync

Operations . . . . . . . . . . . . . . . . . . . . . 219

Conducting HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Performing a HotSync operation: Windows computers . . . . . . . . . . . . . . 219

Performing a HotSync operation: Mac computers . . . . . . . . . . . . . . . . . . . 222

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Conducting infrared HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 226

Performing an infrared HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . 228

Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . 229

Selecting the conduits for a network HotSync operation . . . . . . . . . . . . . . 232

Performing a network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Performing the first HotSync operation with a user profile . . . . . . . . . . . 235

Chapter 16: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 237

Setting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Graffiti 2 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

viii

Contents

Keylock Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242

Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244

Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251

Writing Area Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Setting Communication Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Color Theme Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 273

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Prolonging battery life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 279

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

E-mail problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Problems with incompatible applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Finding a third-party application that is causing a problem . . . . . . . . . . . 292

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Contents

Setting Up Your Palm™ Tungsten™ E Handheld

Your new Palm™ Tungsten™ E handheld helps you stay organized and on time; keep track of contacts; enjoy audio, video, and gaming entertainment applications; and more. Note that to use some of your handheld’s features, you need to install software from the Software Installation CD-ROM that came with your handheld or download software from the Internet. Read this handbook and the software documentation that is installed in the Palm folder on your desktop computer from the CD-ROM (see “Step 3: Install software” later in this chapter) for details.

System requirements

Palm™ Desktop software contains all of the applications you need to set up and operate your handheld. You must install this software on your desktop computer before you can use your handheld. To install and operate Palm Desktop software, your computer system must meet the requirements described in this section.

CHAPTER 1

Minimum requirements: Windows computers

The minimum requirements for Windows computers are as follows:

■ A Pentium-class PC running one of the following operating systems:

–Windows 98

–Windows ME

– Windows 2000 Pro (requires administrator rights to install

Palm Desktop software)

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

Palm Desktop software)

■ Internet Explorer 4.01 with SP2 or later

■ 60 megabytes (MB) available hard disk space

■ VGA monitor or better

■ CD-ROM or DVD-ROM drive for installing Palm Desktop software from the

included CD-ROM; or, you can download Palm Desktop software from

www.palm.com

■ Mouse

■ One available USB port

Chapter 1 Setting Up Your Palm™ Tungsten™ E Handheld

Minimum requirements: Mac computers

The minimum requirements for Mac computers are as follows:

■ Mac computer or compatible with a PowerPC processor

■ Mac OS 9.1 or later with 12MB available memory or Mac OS X, version 10.1.2 to

10.2.6 (Mac OS X requires administrator rights to install Palm Desktop software)

■ 25MB available hard disk space

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

■ CD-ROM or DVD-ROM drive for installing Palm Desktop software from the

included CD-ROM; or, you can download Palm Desktop software from

www.palm.com

■ Mouse

■ One available USB port

Upgrade information

If you already own a Palm OS® handheld, perform a HotSync® operation with your old handheld and Palm Desktop software. Then follow the setup instructions below.

Step 1: Charge your handheld

a. Connect the charging cable to a power source. b. Connect your handheld to the cable for at least three hours for an initial charge.

c. After your handheld is charged, disconnect the handheld from the cable and

follow the steps below.

NOTE

handheld to a cable that is connected to a power source whenever you are not using it.

To keep the battery fully charged, we recommend connecting your

Step 2: Set up your handheld

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

Power button

Stylus

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

b. Slide the stylus out of the storage slot. c. Hold the stylus as you would a pen or pencil, and use it to follow the onscreen

directions.

Step 2: Set up your handheld

Step 3: Install software

a. After setting up your handheld, insert the Software Installation CD-ROM into

your computer’s CD-ROM drive.

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

Palm Desktop software.

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

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

NOTE

computer running Windows 2000/XP or Mac OS X.

You need administrator rights to install Palm Desktop software on a

Step 4: Connect the HotSync cable to the computer

a. Locate the USB icon and ports on your computer. b. Plug the USB connector on the HotSync cable into a USB port on your computer.

Chapter 1 Setting Up Your Palm™ Tungsten™ E Handheld

c. Connect the HotSync cable to your handheld.

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

Step 5: Perform a HotSync operation

HotSync operations transfer information between your handheld and Palm Desktop software on your computer. This is called synchronizing your data. Performing HotSync operations ensures that you always have a backup copy of the information that you enter on your handheld. You can also use Palm Desktop software to enter information on your desktop computer, and then transfer the information to your handheld through a HotSync operation.

To perform a HotSync operation:

1. Connect the HotSync cable to your handheld and your computer.

2. Turn on your handheld.

3. Tap the Star icon to begin the HotSync operation.

See “HotSync problems” in Appendix B if you experience problems performing a HotSync operation.

Congratulations!

You’ve set up your handheld, installed Palm Desktop software, and performed your first HotSync operation. For comprehensive information about using your handheld, continue reading this electronic handbook.

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

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

Help menu in Palm Desktop software.

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

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

Congratulations!

Chapter 1 Setting Up Your Palm™ Tungsten™ E Handheld

Your Palm™ Tungsten™ E handheld can help you stay organized, on time, and up to date with daily tasks while you are away from your desk. Use your new handheld to enter your schedule; maintain contact names, addresses, and phone numbers; prioritize and assign due dates for tasks; jot quick notes and create text memos; listen to MP3 music files; and much more.

To use some of your handheld’s features, you must install software from the CD-ROM that comes with your handheld. See “Additional software” later in this chapter for information.

Locating front panel controls

CHAPTER 2

Exploring Your Handheld

Input area

Application buttons

Screen

Star icon

Navigator

Chapter 2 Exploring Your Handheld

Screen

Displays the applications and information stored on your handheld.

Star icon

Input area

Tap this icon to perform a HotSync® operation.

The area where you write letters and numbers using the Graffiti

Chapter 3 to learn how to write Graffiti 2 characters.

Navigator

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

Application buttons

Activate the individual handheld applications that correspond to the icons on the buttons: Calendar, Contacts, Tasks, and Note Pad. See “Buttons Preferences” in

Chapter 16 for details on reassigning these buttons to

activate any application on your handheld.

Locating top panel components

2 alphabet. See “Using Graffiti® 2 writing” in

Power button/ Keylock control

Stylus

Headphone jack IR port Expansion card slot

Locating back panel components

Expansion card slot

IR port

Headphone jack

Stylus

Power button/ Keylock control

Accepts Secure Digital (SD), Secure Digital Input/Output (SDIO), or MultiMediaCard (MMC) expansion cards (sold separately). Expansion cards enable you to listen to MP3 files, back up data, add more memory, add optional peripherals such as a camera, or use additional applications.

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

operations. See “Beaming data” in Chapter 3 and see “Conducting infrared HotSync operations” in

Chapter 15 for more information.

Enables you to connect standard 3.5mm stereo headphones (sold separately) to your handheld.

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

Turns your handheld on or off and enables you to turn on the Keylock feature.

See “Keylock Preferences” in Chapter 16 for information on the Keylock feature.

Locating back panel components

Reset button

Speaker

Resets your handheld. See “Resetting your handheld” in

Appendix A for information about when and how to use the

reset button.

Enables you to listen to music, videos, alarms, and game and system sounds on your handheld.

Speaker

Reset button

Chapter 2 Exploring Your Handheld

Locating bottom panel components

Power connector

USB port

Power c onnector

USB port

Adjusting brightness

If lighting conditions make it difficult for you to see the information on your handheld, you can adjust the brightness of the screen backlight.

To adjust the brightness of the backlight:

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

You can assign the full-screen pen stroke to access the brightness control.

TIP

See “Pen Preferences” in Chapter 16 for details.

2. Press Up or Down on the navigator or drag the slider to adjust the brightness.

3. Tap D on e.

Connects your handheld to the power adapter, which in turn connects to the wall current. This enables you to recharge your handheld.

Connects your handheld to the HotSync cable, which in turn connects to the USB port on your computer. This enables you to update the information between your handheld and your computer, using HotSync technology.

Adding an expansion card

An expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have for storing software and data on your handheld. Your handheld is compatible with SD, SDIO, or MultiMediaCard expansion cards.

Tapping and typing

To insert a card:

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

2. Push the card in with your thumb.

Push

To r e mo ve a ca r d:

1. Push lightly against the card with your thumb.

2. Slide the card out of the expansion slot.

Push

For complete information about working with expansion cards, see Chapter 6.

Tapping and typing

Like using a mouse to click elements on a computer screen, you can use the stylus to tap elements on your handheld screen to get things done on your handheld.

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

IMPORTANT

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

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

Chapter 2 Exploring Your Handheld

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

■ Open applications.

■ Select menu commands.

■ Initiate a Find operation to search through applications installed on your

handheld for specific text. (Find operations do not search through applications on expansion cards.)

■ Select options in dialog boxes.

■ Open the onscreen keyboards.

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

Elements of the handheld interface

This section describes the common elements in the handheld interface.

Menu bar

Icons

Menu bar

Icons

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

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

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

information” in Chapter 4, and “Buttons Preferences” in Chapter 16, for more information about using these icons.

Brightness control

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

Tapping and typing

Clock

ABC

123

Previous/next arrows

Command button

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

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

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

Pick list

Scroll bar

Entry box

Check box

Command buttons

Previous/next arrows

Pick list

Scroll bar

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

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

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

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

Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider.

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

Chapter 2 Exploring Your Handheld

Displaying online tips

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

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Using the navigator

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

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

Chapter 4 and Chapter 7 for additional information about using the navigator with

Contacts, and Chapter 5 for additional information on using the navigator with Calendar.

Press center of navigator for Select functions

Press outer ring of navigator for Up, Down, Left, and Right functions

Additional software

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

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

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

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

highlight is present, you can do the following:

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

– Press Select again to view the selected record.

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

To navigate in record screens:

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

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

(This feature is not available in Contacts.)

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

To navigate in dialog boxes:

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

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

■ Press Select on the navigator to close a dialog box.

– If there’s only one button, pressing Select activates that button.

– If there are two buttons, pressing Select activates the action button (versus

Cancel) such as OK, Yes, or Delete.

– If there are multiple buttons, Select activates affirming buttons such as OK,

Yes, or Done.

IMPORTANT

OK or Yes results in canceling an operation or deleting data.

Additional software

The CD-ROM that came with your handheld includes software that lets you add a variety of functionality. Some applications require additional accessories or services, sold separately. Also, you may need to download software from the Internet while installing some applications from the CD-ROM. See the individual software application documentation for information.

For details on using the multimedia applications included on the CD-ROM

www.palm.com/support/tungstenE

Guide.

Read dialog boxes carefully. Sometimes, selecting a button such as

and click the link for Photos, Music & Videos

Chapter 2 Exploring Your Handheld

This chapter explains several ways to enter data on your handheld, including using the onscreen keyboard, using Graffiti devices with infrared (IR) ports.

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. You can also use Graffiti 2 writing when the keyboard is open, which makes it easy to switch between these two methods of entering data.

To use the onscreen keyboard:

1. Open any application (such as Memos).

2. Tap any record, or tap New.

CHAPTER 3

Entering Data on Your Handheld

2 writing, and beaming data between

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

keyboard.

Tap here for alphabetic keyboard

Tap here for numeric keyboard

Chapter 3 Entering Data on Your Handheld

4. Tap the characters to enter text and numbers.

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

Ta b

Alpha

Backspace

Caps lock

Caps shift

Numeric

Tap here to display numeric keyboard

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

Using Graffiti® 2 writing

Your handheld has Graffiti 2 help that describes the characters and writing procedures for Graffiti 2.

This section contains tables of all the Graffiti 2 characters.

Tap here to display alphabetic keyboard

Carriage return

International

Tap here to display international keyboard

NOTE

Preferences” in Chapter 16 for more information.

By default, your full-screen pen stroke is set to open Graffiti 2 help. See “Pen

To access Graffiti 2 help from an application:

1. Tap on an editable text field.

2. Tap the Menu icon .

3. Select Graffiti 2 Help from the Edit menu.

To access Graffiti 2 information from Quick Tour:

1. Tap the Home icon .

2. Tap the Quick Tour icon.

3. Select Graffiti 2.

Writing in Graffiti 2 input areas

You can write Graffiti 2 characters in the designated input area, or you can turn on Writing Area and write outside the input area. See “Locating front panel controls” in Chapter 2 for the location of the input area.

Using Writing Area

When Writing AreaPreferences are turned on and active, the full screen is available for Graffiti 2 writing; you do not have to write in the input area. When Writing AreaPreferences are turned off or inactive, you must write character strokes in the active input area for your handheld to recognize them.

To use the full-screen writing area:

1. Turn on Writing Area Preferences. See “Writing Area Preferences” in Chapter 16

for details.

2. Open the application in which you want to use the full-screen writing area.

A shaded box appears in the lower-right corner of the screen.

3. Position the cursor where you want the characters to appear.

Using Graffiti® 2 writing

4. Do any of the following:

– Write lowercase Graffiti 2 letters anywhere on the left side of the screen.

– Write numbers anywhere on the right side of the screen.

– Write uppercase letters in the middle of the screen.

– Write the Shift stroke before writing symbols and other special characters.

– Access buttons and other controls that appear on the screen by tapping and

holding the button or control until it activates.

To temporarily disable the full-screen writing area:

■ Tap the shaded box in the lower-right corner.

The shaded box changes to a box outline and Writing Area Preferences are deactivated.

NOTE

interpreted as a period character. This makes is easier to tap buttons and place the cursor without having the action interpreted as a period character.

For a brief period of time after writing a character, a quick tap on the screen is

Chapter 3 Entering Data on Your Handheld

Graffiti 2 character set

Graffiti 2 alphabet

Draw letters on the abc and ABC writing area

Letter Strokes Letter Strokes

Graffiti 2 numbers

Draw numbers on the 123 writing area

Number Strokes Number Strokes

Using Graffiti® 2 writing

Punctuation marks

Draw these marks on the abc or ABC writing area

Mark Stroke Mark Stroke

Period

Ampersand

Comma

Apostrophe

Carriage

return

At @

Space Straight quotes

Question

Ta b

Exclamation

“

Chapter 3 Entering Data on Your Handheld

Draw these marks on the 123 writing area

Mark Stroke Mark Stroke

Period

Comma

Tilde

Dash

—

Plus

Asterisk

Accented characters

Draw accents on the 123 writing area

Backslash

Slash

Left Paren

(

Right Paren

)

Equal

Accent Stroke Accent Stroke

Acute

Grave

Tilde

Dieresis

Circumflex

Ring

Using these accent strokes, you can write the following accented letters:

абвгдеийклмноптуфхцщъыьяэс

Symbols and other special characters

You can write symbols and other special characters using the Punctuation Shift stroke.

NOTE

You can also use the Punctuation Shift stroke to write punctuation marks.

To write symbols and special characters:

1. Enter the Punctuation Shift stroke:

Using Graffiti® 2 writing

Punctuation Shift

When Punctuation Shift is active, an up arrow symbol appears in the lowerright corner of the handheld screen. If you accidentally activate Punctuation Shift, another Punctuation Shift stroke will cancel it.

Punctuation Shift indicator

NOTE

Drawing two Punctuation Shift strokes also cancels the automatic

capitalization of the first letter of a new record or sentence.

2. Write the symbol or other special character shown in the table that follows. You

can make a symbol stroke anywhere in the Graffiti 2 input area.

3. Enter an additional Punctuation Shift stroke to finish writing the character and

to make the character appear more quickly.

After the arrow disappears, the symbol appears.

Draw symbols on EITHER side of the Graffiti 2 input area

Chapter 3 Entering Data on Your Handheld

Graffiti 2 Gestures

Draw gestures on the abc or ABC writing area

Gesture Stroke Gesture Stroke

Cut Paste

Punctuation

Graffiti 2 ShortCuts

Graffiti 2 writing comes with several predefined ShortCuts. You can also create you own shortcuts. See “ShortCuts Preferences” in Chapter 16 to learn about creating ShortCuts.

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

ShortCut

Copy Undo

Erase Tab

Shift

Short Cut

Command

Your handheld includes the following predefined Graffiti 2 ShortCuts:

Draw ShortCuts on the abc or ABC

writing area

Entry ShortCut

Date stamp ds

Time stamp ts

Date/time stamp dts

Meeting me

Breakfast br

Lunch lu

Dinner di

Beaming data

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

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

■ The record currently displayed in Calendar, Contacts, Palm™ Photos, Note Pad,

■ All records of the category currently displayed in Calendar, Contacts, Tasks,

■ All selected photos in the currently displayed album in Palm Photos

■ A special Contacts record that you designate as your business card, containing

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

Tasks, or Memos

Note Pad, or Memos

information you want to exchange with business contacts

Beaming data

■ An application installed in RAM memory

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

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

TIP

See “Conducting infrared HotSync operations” in Chapter 15 for more details.

To select a business card:

1. Create or open a Contacts record that contains the information you want on

your business card.

2. Tap the Menu icon .

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

4. Tap Yes.

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

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

NOTE

the procedure for beaming other records and categories. See Chapter 11 for details.

The procedure for beaming photos and albums is slightly different from

2. Tap the Menu icon .

Chapter 3 Entering Data on Your Handheld

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

– The Beam command for an individual record.

– In Contacts only: Beam Business Card.

– In Note Pad only: If you are beaming to someone using Note Pad version 2.0

or earlier, tap Compatibility, and then tap Beam.

– Beam Category.

You can also press and hold the Contacts application button to instantly

TIP

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

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

IR port of the receiving device.

For best results, Palm™ handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. The beaming distance to other devices may be different.

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

before you continue working on your handheld.

To beam an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Tap App, and then tap Beam.

4. Tap the Beam From pick list.

5. Select either Handheld or Card.

6. Tap the application you want to transfer.

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

7. Tap Beam.

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

IR port of the receiving device.

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

before you continue working on your handheld.

To receive beamed information:

1. Turn on your handheld.

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

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

4. Tap Yes.

Sending data

In addition to beaming data, you can also use e-mail or SMS communication to send information to and receive information from other devices. The CD-ROM that comes with your handheld includes e-mail and Telephony/SMS applications that you can use to share information with other devices that are enabled with e-mail or SMS technology.

Sending data

Beam dialog box.

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

NOTE

you cannot use SMS communication to send or receive photos.

If you only want to share e-mail messages between your handheld and your desktop computer, you simply need to install the e-mail application from the CD-ROM. However, if you want to send and receive e-mail messages directly to and from your handheld, you also need an Internet service provide (ISP) account and a compatible mobile phone or modem accessory (sold separately). For additional information, see Chapter 13.

To use your handheld for SMS communication, you need to install the Telephony/ SMS applications from the CD-ROM and you need a Global System for Mobile Communications (GSM) mobile phone (sold separately). For additional information, see the SMS Handbook on the CD-ROM.

Although you can exchange some forms of data with SMS communication,

Using your computer keyboard

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

Chapter 3 Entering Data on Your Handheld

Importing data

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

Importing data from a Windows computer

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

■ Comma-delimited (.csv, .txt): Contacts and Memos only

■ Tab-delimited (.tab, .tsv, .txt): Contacts and Memos only

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

■ vCal/iCal (.vcs/.ics): Calendar only

■ vCard (.vcf): Contacts only

■ Calendar archive (.dba)

■ Contacts archive (.aba)

■ Tasks archive (.tda)

■ Memos archive (.mpa)

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

handheld or to

create a copy of your important Palm Desktop information.

To import data from a Windows computer:

1. Open Palm Desktop software.

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

3. (Optional) If you are importing records that contain a field with category

names, do the following:

– Select All in the Category box.

– Be sure that the same categories that appear in the imported file also exist in

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

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

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

Importing data

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

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

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

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.

Using File Link

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

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

■ Comma-separated (*.csv)

■ Memos archive (*.mpa)

■ Contacts archive (*.aba)

■ Text (*.txt)

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

Importing data from a Mac computer

Palm Desktop software can import data from any applications that can export the data in any of the following file formats:

■ Tab-delimited file

■ Te x t

■ Palm Desktop software for Mac

■ vCal/iCal (.vcs/.ics)

■ vCard (.vcf)

For example, you can export tab-delimited files from applications such as FileMaker Pro, Meeting Maker, Now Contact, and Now Up-to-Date.

Chapter 3 Entering Data on Your Handheld

To import data from a Mac computer:

1. Open Palm Desktop software.

2. From the File menu, select Import.

3. Select the file you want to import.

4. Click Open.

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

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

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

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

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

9. Click OK.

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

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

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

Opening applications

You can tap the Home icon to see a list of all applications installed on your handheld or an expansion card. Tap the application icon to open it. You can also open Calendar, Contacts, Tasks, and Note Pad with the application buttons on your handheld.

CHAPTER 4

Working with Applications

Home icon

Note Pad

Ta s k s

ContactsCalendar

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

Chapter 4 Working with Applications

To open an application on your handheld:

1. Tap the Home icon .

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

applications installed on your handheld, press Down on the navigator to see all your applications.

Opening expansion card applications

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

Switching between applications

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

When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card.

To switch to an expansion card:

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

Categorizing applications

When the highlight on the Home screen is

TIP

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

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

Categorizing applications

You can assign an application to a category and then display either a single category or all your applications.

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

active, you can also press

not

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

You cannot categorize applications that reside on an expansion card.

To categorize an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Category on the App menu.

Chapter 4 Working with Applications

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

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

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enter the category name, and then tap OK to add the category. Tap OK again to close the Edit Categories dialog box.

5. Tap D on e.

To display applications by category:

1. Tap the Home icon .

2. Do one of the following:

– Tap the Home icon repeatedly to cycle through all your categories.

– Press Right on the navigator to cycle through the categories.

– Tap the pick list in the upper-right corner of the screen, and then select the

category you want to display.

– When the highlight on the Home screen is not active, press and hold Select

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

Copying applications to or from an expansion card

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

To copy an application to an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

Copying applications to or from an expansion card

3. Select Copy on the App menu.

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

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

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

6. Tap the application you want to copy.

7. Tap Copy, and then tap Done.

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

during a HotSync

operation. See “Installing files and add-on applications”

later in this chapter for details.

NOTE

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

computer, the actual file names may differ from those displayed in the Home screen.

To copy an application from an expansion card:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

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

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

6. Tap the application you want to copy.

7. Tap Copy, and then tap Done.

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

Chapter 4 Working with Applications

Selecting copy settings

When using the copy feature, you can set how applications are sorted and listed, as well as whether to copy only the application or both the application and its data files.

To select copy settings:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Copy on the App menu.

4. Tap Settings.

Using menus

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

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

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

7. Ta p O K.

NOTE

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

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

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

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

Using menus

To open the menu bar:

1. Open an application (such as Memos).

2. Do one of the following:

– Tap the Menu icon .

– Tap the title area (white text on black background) at the upper-left corner of

the screen.

Tap the title area

Tap the Menu icon

Graffiti 2 menu commands

Most menu commands have an equivalent Graffiti 2 Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names.

Menu commands

Command letters

Chapter 4 Working with Applications

When you draw the Command stroke anywhere in the Graffiti 2 input area, the Command toolbar appears below the Graffiti 2 input area to indicate that you are in Command mode. The Command toolbar covers the status bar.

Command

Cut

Copy Paste

Beam

Undo

Delete

The Command toolbar displays context-sensitive menu commands for the active screen. For example, if text is selected, the menu icons displayed may be Undo, Cut, Copy, and Paste. Tap an icon to select the command, or immediately write the corresponding command letter for an appropriate command in the Graffiti 2 writing area.

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

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

Performing common tasks

The tasks described in this section use the term records to refer to an individual item in any of the applications: a single Calendar event, Contacts entry, Palm™ Photos photo, Note Pad note, Tasks task, Memos memo, or Expense item.

Creating records

You can use the following procedure to create a new record in Calendar, Contacts, Tasks, Note Pad, Memos, and Expense.

To create a record:

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

2. Tap N ew.

3. In Calendar only: Select start and end times for your appointment, and then tap

OK.

Editing records

Performing common tasks

4. Enter text for the record.

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

Details command is located on the Options menu.)

6. In Contacts, Note Pad, and Memos only: Tap Done.

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

■ A blinking cursor

■ One or more dotted edit lines

Blinking cursor

Edit line

NOTE

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

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

Entering text

For information on how to enter text using Graffiti 2 writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 10.

Using the Edit menu

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

To select text in an application:

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

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

NOTE

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

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

across

the text to select additional words, or drag

down

Chapter 4 Working with Applications

The following commands may appear in an Edit menu:

Undo

Cut

Copy

Paste

Select All

Keyboard

Graffiti 2 Help

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

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

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

Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing.

Selects all of the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere.

Opens the onscreen keyboard. After you finish with the onscreen keyboard, tap Done.

Opens screens that show all the Graffiti 2 character strokes. Use this command anytime you forget a stroke for a character.

Deleting records

You can delete any records that you no longer need in an application.

To delete a record:

1. Select the record you want to delete.

2. Tap the Menu icon .

3. Select the Delete command on the Record menu. In Palm Photos, the Delete

4. Tap O K.

If you chose to save a copy of the selected item, your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation.

command is on the Photo menu.

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

Purging records

Performing common tasks

Over time, as you use Calendar, Tasks, and Expense, you’ll accumulate records in these applications that have outlived their usefulness.

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 Calendar or Tasks records might prove useful later, you can purge them from your handheld and save them in an archive file on your computer.

Purging is not available in Contacts, Palm Photos, Note Pad, or Memos. You must delete outdated records manually from these applications.

To purge records:

1. Open the application.

2. Tap the Menu icon .

3. Select Purge on the Record menu.

A confirmation dialog box appears.

Calendar: 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.

Calendar, Tasks: If you want to save a copy of the purged records to an archive

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

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

will be purged and there is no archive option.

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

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

Categorizing records

You can organize records in the Calendar, Contacts, Palm Photos, Note Pad, Tasks, Memos, and Expense applications so that they are grouped logically into categories and are easy to review. In Palm Photos, categories are called albums. As we refer to categories throughout this section, we are also referring to albums unless otherwise noted.

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

Chapter 4 Working with Applications

The illustrations in this section come from Contacts, but you can use these procedures in all the applications in which categories are available. The only exception is that the steps for moving photos into albums is slightly different. See “Filing photos in albums” in Chapter 11 for details.

To move a record into a category:

1. Select the record you want to categorize.

2. In Contacts only: Tap Edit.

3. Tap D et a il s.

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

5. Select the category for the record, and then tap OK.

NOTE

In Contacts, Note Pad, and Memos, you can select the category name in

the upper-right corner of the screen to assign the item to a different category.

To display a category of records:

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

NOTE

application. To display the category pick list in Calendar, see “Setting Day View

display options” in Chapter 5.

2. Select the category you want to view.

The category pick list does not display by default in the Calendar

Tap here

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

Press an application button on your handheld to scroll through all the

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categories of that application except for Unfiled. This feature is not available in all applications.

Performing common tasks

To define a new category:

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

Tap here

2. Select Edit Categories.

3. Tap N ew.

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

5. Tap O K.

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 or list.

2. Select Edit Categories.

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

Calendar only. Select the category that you want to rename, and then tap Edit.

Chapter 4 Working with Applications

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

5. Tap O K.

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

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

Finding information

Your handheld offers several ways for you to find information quickly. This section describes the most common methods.

Using Find

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

To use Find:

1. Tap the Find icon .

2. Enter the text that you want to find.

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

TIP

automatically appears in the Find dialog box.

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

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

3. Tap OK.

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

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.

Performing common tasks

Looking up Contacts records

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

To look up a Contacts record with the stylus:

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

Look Up line

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

2. Tap the record to view its contents.

To look up a Contacts record with the navigator:

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

Quick Look Up line.

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

want to find.

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

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

Quick Look Up line

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

Chapter 4 Working with Applications

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

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

to find.

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

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

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

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

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

TIP

of the record automatically display.

Using Phone Lookup

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

To use Phone Lookup:

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

be in Calendar, Tasks, Memos, or any other application that takes advantage of this feature.

2. Tap the Menu icon .

3. Select Options, and then select Phone Lookup.

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

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

5. Tap Add.

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

Sorting lists of records

Sorting is available in applications that have list screens: Contacts, Note Pad, Tasks, Memos, and Expense. You can also sort photos in Palm Photos. See “Creating an

album” in Chapter 11 for details.

Performing common tasks

NOTE

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

in this chapter.

To sort records in Expense:

1. Open the application to display the list screen.

2. Tap Show.

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

4. Tap O K.

To sort records in Contacts, Note Pad, Memos, and Tasks:

1. Open the application to display the list screen.

2. Tap the Menu icon .

3. Select Options, and then select Preferences.

Contacts

Note Pad

Memos

Ta sk s

Chapter 4 Working with Applications

4. Do one of the following:

Contacts: Tap the setting you want.

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

Memos: Tap the Sort by pick list, and then select Alphabetic or Manual.

Tasks: Tap the Sort by pick list, and then select the sort criteria you want.

5. Tap O K.

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

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

Attaching notes

In Contacts, Calendar, Palm Photos, Tasks, and Expense, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Calendar, you can attach a note with directions to the location.

To attach a note to a record:

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

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

2. In Contacts only: Tap Edit.

3. Tap D et a il s.

4. Tap the Note button .

5. Enter your note.

6. Tap D on e.

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

Note icon

To review or edit a note:

■ Tap the Note icon .

In Calendar, you can also highlight the event that contains the note, press Select

TIP

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

Choosing fonts

Performing common tasks

To delete a note:

1. Tap the Note icon .

2. Tap Delete, and then tap Yes.

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

Small font Large font

Small bold font

Large bold font

To change the font style:

1. Open an application.

2. Tap the Menu icon .

3. Select Options, and then select Font.

4. Tap the font style you want to use.

Tap here for small font

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

Tap here for large font

5. Tap O K.

Chapter 4 Working with Applications

Receiving alerts

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

Receiving alerts on your handheld

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

■ An appointment set in Calendar

■ A task entered in Tasks

■ A note created in Note Pad

■ An alarm set in World Clock

■ E-mail messages received in the VersaMail application

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

Receiving alerts from Palm Desktop software

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

To enable an event alert from Palm Desktop software:

1. Double-click the Palm Desktop icon.

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

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

when the Palm Desktop is running.

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

check box Play audible notification with alarm dialog box.

5. Click OK.

Hiding or masking private records

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

Chapter 16 for details.

Installing and removing applications

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

Installing files and add-on applications

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

Installing and removing applications

You can also install other files that are associated with an application on your handheld, such as photos or audio files. Files that are not associated with an application on your handheld may not be installed during a HotSync operation.

Both applications and files are easy to install during a HotSync operation. You can install the following types of files:

■ Palm OS

■ Image files, including BMP and JPEG

NOTE

image files to your handheld’s ROM

■ MP3 and RealAudio audio files (requires the audio application from the CD-

file types, including PRC and PDB

You must use the Palm™ Photos application on your desktop to send

ROM, and audio files must reside on and can only be installed to an expansion card, which is sold separately)

■ Microsoft Office files, such as Word, Excel, and PowerPoint documents

NOTE

send Microsoft Office files to your handheld’s ROM

■ Kinoma video files (requires the Kinoma application from the CD-ROM)

You must use the DataViz Docs To Go application on your desktop to

NOTE

applications from the CD-ROM.

You may need to download software from the Internet while installing some

Chapter 4 Working with Applications

There are a variety of third-party applications available for your handheld. To learn more about these applications, go to

www.palm.com

NOTE

compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld. If you suspect that a third-party application is adversely affecting the operation of your handheld, contact the developer of the application.

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

Installing applications and files on a Windows computer

Palm™ Quick Install makes it easy to install applications and files during the next HotSync operation. You can even install compatible files directly from a Zip file. Depending on the file type, Palm Quick Install determines whether to install the files on your handheld or on an expansion card.

You can use any of the following methods to install applications and files with Palm Quick Install:

■ Drag and drop files onto the Palm Quick Install icon on the Windows desktop.

■ Drag and drop files onto the Palm Quick Install window.

■ Use the commands or buttons in the Palm Quick Install window.

■ Right-click a file and send it to Palm Quick Install.

The procedures that follow explain how to install applications and files using each of these methods.

To drag and drop applications or files onto the Palm Quick Install icon:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

3. Drag and drop the file(s) or folder onto the Palm Quick Install icon on the

Windows desktop.

Palm Quick Install displays a confirmation dialog box that shows whether the files will be installed on your handheld or on an expansion card, and you can choose the username to which the files will be installed.

Installing and removing applications

4. Click OK.

The selected files are placed in the Handheld or Expansion Card file list, based on the file extension.

5. Perform a HotSync operation to install the files. See “Conducting HotSync

operations” in Chapter 15 for details.

NOTE

Files that remain in the list after you perform a HotSync operation were not installed. This can happen if your handheld is too full to install the file or if the file type was not recognized during the HotSync operation. If files are unrecognized, try launching the associated application from your handheld and then performing another HotSync operation. If the files still remain in the list, they are not associated with an application on your handheld and cannot be installed. Expansion cards may also hold files that are not Palm application files.

To drag and drop applications or files onto the Palm Quick Install window:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double-click the Palm Quick Install icon on the Windows desktop.

Handheld file list

Expansion card file list

Status bar

3. From My Computer or Windows Explorer, select the file(s) or folder that you

want to install.

Chapter 4 Working with Applications

4. Drag and drop the file(s) or folder onto the handheld or expansion card file list.

If a No symbol appears when you attempt to drag a file onto a file list, that file is not supported on that destination.

The status bar shows the number of files selected and their total size. However because some file types are compressed during synchronization, they may actually require less space then the amount shown in the file size column or status bar.

5. Perform a HotSync operation to install the files. See “Conducting HotSync

operations” in Chapter 15 for details.

NOTE

To use the command buttons in the Palm Quick Install window:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. Double-click the Palm Quick Install icon on the Windows desktop.

User drop-down list

Add button

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

4. Click Add.

To install a folder, open the File menu and select Add Folder.

TIP

5. Select the application(s) or file(s) that you want to install.

Status bar

If you do not see the application(s) or file(s) in the default folder, navigate to the folder that contains the application(s) or file(s) that you want to install.

Installing and removing applications

6. Click OK.

7. If you need to change the destination of the application you are installing, drag

the files to move applications between the handheld and expansion card file list.

The status bar shows the number of files selected and their total size. However, because some file types are compressed during synchronization, they may actually require less space then the amount shown in the file size column or status bar.

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

See “Conducting HotSync operations” in Chapter 15 for details.

NOTE

not installed. This can happen if your handheld is too full to install the file or if the file type was not recognized during the HotSync operation. If files are unrecognized, try launching the associated application from your handheld, and then perform another HotSync operation. If the files still remain in the list, they are not associated with a handheld application and cannot be installed. Expansion cards may also hold files that are not Palm application files.

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

To use the right-click menu to send the file to Palm Quick Install:

1. Copy or download the application(s) or file(s) you want to install onto your

computer.

2. From My Computer or Windows Explorer, right-click the file(s) or folder that

you want to install.

3. Select Send To and then select Palm Quick Install.

Palm Quick Install displays a confirmation dialog box that shows whether the files will be installed on your handheld or on an expansion card.

4. Click OK.

The selected files are placed in the Handheld or Expansion Card file list, based on the file extension.

5. Perform a HotSync operation to install the files. See “Conducting HotSync

operations” in Chapter 15 for details.

Any unrecognized files are not installed.

Palm Quick Install tips

The following tips can help you use Palm Quick Install most effectively:

■ Audio files are automatically placed in the expansion card file list. If you

attempt to place audio files in the handheld file list, a No symbol appears.

■ By default, Kinoma video files are placed in the expansion card file list. If you

prefer to store these files on your handheld, you can move them to the handheld file list.

Chapter 4 Working with Applications

■ When you drag and drop a folder, Palm Quick Install looks at files in the first

level of subfolders only; it does not look at folders nested inside the subfolders.

■ When you drag and drop a .zip archive, Palm Quick Install looks at files in the

first level of the folder only; it does not look in subfolders nested inside the folder. In this case, you will need to unzip the archive first, then drop the folders/files onto Quick Install.

■ To install files in a different location, start Palm Quick Install and drag the files

to a different file list.

■ You can also access the Palm Quick Install window by clicking Quick Install on

the Palm Desktop Launch bar.

Installing applications and files on a Mac computer

The Install tool makes it easy to install applications and files during a HotSync operation. You can specify whether to install the files on your handheld or on an expansion card.

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

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

into the Add-on folder in your Palm folder.

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

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

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

handheld.

Installing and removing applications

5. Click Add To List.

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

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

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

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

TIP

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

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

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

9. Click OK to close the Change Destination window.

10. Close the Install Handheld Files window.

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

handheld. See “Conducting HotSync operations” in Chapter 15 for details.

NOTE

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

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

Chapter 4 Working with Applications

Removing applications

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

To remove an add-on application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Select Delete on the App menu.

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

to delete applications from a card, the card must be seated in the expansion card slot.

5. Tap the application that you want to remove.

6. Tap Delete.

7. Tap Yes, and then tap Done.

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your computer. This process removes only the application files. The data in your Users folder remains untouched.

IMPORTANT

HotSync Manager synchronization software and can no longer synchronize with your computer. If you want to synchronize data with another personal information manager (PIM), you need to have Palm Desktop software installed.

NOTE

of the operating system installed on your computer.

To remove Palm Desktop software from a Windows computer:

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

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

3. Click the Change or Remove Programs button.

If you remove Palm Desktop software, you also remove the

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

4. Select Palm Desktop.

5. Click Change/Remove.

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

Installing and removing applications

6. Click Yes in the Confirm File Deletion box.

7. Click OK, and then click Close.

To remove Palm Desktop software from a Mac computer:

1. Insert the Software Installation CD-ROM into the CD-ROM drive on your

computer.

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

3. Double-click the Palm Desktop Installer icon.

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

5. Select the software you want to remove.

6. Click Uninstall.

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

8. Click Remove.

9. Restart your computer.

Chapter 4 Working with Applications

CHAPTER 5

Using Calendar

Calendar enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. You can attach notes to Calendar events and set alarms to remind you when they happen.

NOTE Certain tasks are common among several handheld applications. For more

information, see Chapter 4, “Working with Applications.”

To open Calendar:

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

Calendar opens to Agenda View by default.

Calendar button

TIP Press the Calendar application button repeatedly to cycle through the

Agenda, Day, Week, and Month views.

Chapter 5 Using Calendar

Working in Agenda View

The Agenda View shows you your daily appointments and events, Task items in one screen. you can also choose to show messages from your e-mail program.

To display the Agenda View:

■ Tap the Agenda View button.

Agenda View button

Tap an appointment to go to event in Day View

If there is space on the screen, the next event on your Calendar displays

Tap a task to go to item in Tasks

Status of Task items

Setting Agenda View display options

You can customize the Agenda View appearance using the Display Options dialog box. To set the start and stop times for the calendar screens, see “Option menu/

Preferences” later in this chapter.

Default View

Show Due Tasks

Show Messages

Background Image

Choose from the pick list the view that displays when you open Calendar.

Displays tasks that are due today and tasks that are past due.

Shows the number of read and unread e-mail messages.

Displays a background image in Agenda view.

Working in Day View

Day View shows the calendar of your events for an entire day. Day View is the working area of Calendar, where you schedule and remove events, and set alarms.

To display the Day View:

■ Tap the Day View button.

Day View button

Working in Day View

ap to view previous or next day

Tap to select a category to view from pick list

Tap to view repeating Event Details dialog box

Tap to view alarm Event Details dialog box

Tap to view note

Colored circle in category column. The color indicates the category of the event.

Setting Day View display options

You can customize the Day View appearance using the Display Options dialog box. To set the start and stop times for the calendar screens, see “Option menu/

Preferences” later in this chapter.

Show Category List

Default View

By default, the Category pick list does not appear at the top of the screen. You can choose to have the pick list display by selecting the check box.

Choose from the pick list the view that displays when you open Calendar.

Chapter 5 Using Calendar

Show Time Bars

Show Category Column

Scheduling an event

When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour.

To schedule an event for the current day:

1. Tap the time line that corresponds to the beginning of the event or tap New.

Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.

Displays the color-coded circle between the time and event. The color indicates the category the event is filed under.

Ta p a time line

Time bar shows duration

Enter event

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

3. If the event is one hour long, skip to step 5. If the event is longer or shorter than

an hour, tap the time of the event to open the Set Time dialog box.

You can also use the Graffiti

TIP

Make sure that no event is selected, and then on the number side of the Graffiti 2 input area, write a number for the start time of the event.

2 input area to open the Set Time dialog box.

Working in Day View

4. Do one of the following:

– Tap the time columns on the right side of the Set Time dialog box to set the

start time, and then tap the End Time box and tap the time columns to set the end time.

– Tap All Day to automatically insert the start and end time of the event as

defined in your Calendar Preferences.

tart time

highlighted

Tap to automatically fill the start and end times

Tap to create an untimed event

5. Tap O K.

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

Tap to scroll to earlier hours

Tap to change hours

Tap to change minutes

Tap to scroll to later hours

to the time, indicating the duration of the event.

If two or more events have the same start and end time, the time appears only once.

NOTE

events for two days. An event spanning midnight is automatically created when your End Time precedes a Start Time. An event spanning midnight cannot be longer than 24 hours.

You can schedule events that span midnight so that they appear in the list of

To schedule an event for another day:

1. Select the date you want for the event by doing one of the following:

– 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.

revious

week

ext

week

Tap to select a day of the current week

Chapter 5 Using Calendar

– Press Right or Left on the navigator to scroll to the next or previous day.

– Press Up or Down on the navigator to scroll within the current day.

– Tap Go To at the bottom of the screen to open the Go to Date dialog box.

Select a date by tapping a year, month, and day in the calendar.

Previous year

2. After you locate the date, follow the steps for scheduling an event for the

Next year

Tap to select a month

Tap to select a day

Tap to select current date

current day.

To schedule an untimed event:

1. Select the date that you want for the event.

2. Tap N ew.

3. Tap No Time, so that no start or end times are defined for the new event.

You can also create a new untimed event by making sure no event is

TIP

selected and then writing letters in the Graffiti 2 input area.

4. Enter a description of the event.

New untimed event

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

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 Calendar screen, tap No Time, and then tap OK.

To attach a note to an entry and work with attached notes, see “Attaching notes”

TIP

in Chapter 4.

Scheduling repeating or continuous events

The Repeat function enables you to schedule events that recur at regular intervals or that extend over a period of consecutive days.

To schedule a repeating or continuous event:

1. Select the event.

2. Tap D et a il s.

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

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

For a continuous event, tap Day.

5. On the Every line, enter a number that corresponds to how often you want the

event to repeat

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.

Working in Day View

7. Ta p O K.

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

To delete repeating events:

1. Select the record you want to delete.

2. Tap the Menu icon .

3. Select Delete Event from the Record menu.

4. Do one of the following:

– Tap Current to delete only the current event item.

– Tap Future to delete the current and all future event items and reset the end

date of the repeating event to the last shown date.

– Tap All to delete all occurrences of the repeating event.

5. Tap O K.

Setting an alarm for an event

The Alarm setting enables you to set an alarm for events in your Calendar. When you set an alarm, the Alarm icon appears at the far right of the event. When the alarm is triggered, a reminder message also appears onscreen.

Chapter 5 Using Calendar

To set an alarm for an event:

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

2. Tap D et a il s.

3. Tap the Alarm check box to select it.

The default setting, 5 Minutes, appears.

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. Tap O K.

7. When the reminder message appears onscreen, do one of the following:

– Tap OK to permanently dismiss the reminder and return to the current

screen.

– Tap Snooze to dismiss the reminder and return to the current screen. An

attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm, and the reminder message appears again five minutes later.

– Tap Go To to open Calendar. Calendar will open and display the event

associated with the alarm.

Alarm for untimed events: You can set a silent alarm for an untimed event. In this

case the alarm is triggered at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. When the alarm is triggered, the reminder list displays the alarm message until you clear it. See “Receiving

alerts” in Chapter 4 for details.

For example, you set an alarm for an untimed event that occurs on February 4. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on February 3. The reminder remains in the reminder list until you turn on your handheld and dismiss it.

Setting an event location

Events can have a location that appears in the Day view and in the Details view.

To add an event location:

1. Select an event.

2. Tap D et a il s.

3. Tap Location and enter a location.

4. Tap O K.

In Day view, the location appears in parenthesis after the event description.

Rescheduling an event

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

To reschedule an event:

1. Select the event you want to reschedule.

Working in Day View

2. Tap D et a il s.

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

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

5. Tap O K.

Using categories

Categories are a way to group similar events so that they can be viewed separately. The color coding in Calendar makes it easy to track events from different categories when all events are shown. For more information on categories, see “Categorizing

applications” in Chapter 4.

To categorize an event:

1. Select the event you want to categorize.

2. Tap D et a il s.

3. Tap Category pick list and select a category

4. Tap O K.

To edit a category or create a new category:

1. Select the event you want to categorize.

2. Tap D et a il s.

3. Tap Category pick list and select a Edit Categories

Chapter 5 Using Calendar

4. Perform one of the following:

– To edit a category, select a category and tap Edit.

– To create a new category, tap New.

The Edit Category dialog box opens.

5. Enter a new name and select a color.

6. Tap O K.

Working in Week View

Week View shows the calendar of your events for an entire week.

To display the Week View:

1. Tap the Week View button.

2. Tap the navigation controls to move forward or backward a week at a time, or

tap on a column to display details of an event.

The Week View also shows untimed events and events that are before and after the range of times shown. Continuous events appear in green with the Repeat icon .

revious

week

ext wee

Tap for that day Bar indicates earlier event

Diamond indicates untimed event

Box indicates event. Color shows category

Dashed line indicates continuous event

Bar indicates later event

Working in Month View

3. Tap an event to show a description of the event.

Event details

Tap to show event details. Tap twice to view the event in Day View.

Week View button

Keep the following points in mind:

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

to that day without selecting an event.

■ Press Right and Left on the navigator to scroll to the next or previous week.

■ Press Select on the navigator to insert a highlight, and then press Right and Left

to select a day within the selected week. To go to Day View for that day, press Select on the navigator again.

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

the Calendar 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, or press Up and Down on the navigator to scroll to earlier and later time slots within the selected week.

Working in Month View

The Month View screen shows which days have events scheduled.

Month View button

revious/next mont

Diamond below date indicates untimed event

Dashed line below date indicates continuous event Dashes on right side indicate events.

Color shows category

You can control the types of events that appear in the Month View. See “Setting

Month View display options” later in this chapter.

Chapter 5 Using Calendar

Keep the following points in mind:

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

■ Tap the scroll arrows in the upper-right corner, or press Left or Right on the

navigator to move forward or backward a month.

■ Press Select on the navigator to insert the highlight, and then press Left or Right

on the navigator to scroll to a specific day. Press Select on the navigator to display that day in the Day View.

Setting Month View display options

You can customize the Month View appearance using the Display Options dialog box. To set the start and stop times for the calendar screens, see “Option menu/

Preferences” later in this chapter.

Show Category List

Default View

Timed Event

Untimed Events

Daily Repeating Events

By default, the Category pick list does not appear at the top of the screen. You can choose to have the pick list display by selecting the check box.

Choose from the pick list the view that displays when you open Calendar.

Shows events that have a time range.

Shows events that do not have a time range.

Shows events that repeat every day.

Working in Year View

The Year View screen allows you to view multiple months.

To display the Year View:

■ Perform one of the following:

– From the Options menu, select Year View.

– From the Month View screen, tap the Year Button.

Working in Year View

Spotting event conflicts

With the ability to define specific start and end times for any event, you could 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 first event created appears as a gray bar, and any subsequent conflicting events appear as a single red bar. The Day View displays overlapping red brackets to the left of the conflicting times.

Event conflict

Chapter 5 Using Calendar

Beaming events

You can share your calendars with family or business associates by beaming events and categories. For more information on beaming, see “Beaming data” in

Chapter 3.

To beam an event:

1. Tap the Menu icon .

2. Select Beam Event.

To beam a category of events:

1. Tap the Menu icon .

2. Select Beam Category.

3. The Beam Category dialog box opens.

4. Tap the Category pick list, and then select a category.

5. Tap the Beam events for pick list, and then select a date or date range.

You can select one of the date ranges in the list or create your own range by selecting Date Range.

If you select Date Range, the Date Range dialog box opens; you can set a start and end range using the Set Date dialog box.

6. Tap Beam.

To receive a beamed category of events:

■ Perform on of the following in the Receive Category dialog box:

– Tap Add to add a new category or add the events to the current category by

the same name.

– Tap Replace to delete the events in the current category and replace them

with the beamed events.

– Tap the Category pick list, and then select the category you want the events

added to. Then tap Add.

Viewing birthday events

If you have a birthday event set in Contacts, the event displays with the untimed events. For more information about setting a birthday in Contacts, see “Creating a

contact” in Chapter 7.

To view a birthday event:

■ Tap the event listing.

The Birthday dialog box appears showing the settings.

Using Calendar menus

Calendar features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands.

Record menu

Using Calendar menus

Purge

Send Event

Option menu/Preferences

Opens the Preferences dialog box, where you can customize Calendar’s default time display and alarm settings.

Start/End Time

Alarm Preset

Opens a dialog box where you can choose which old events to purge from your handheld and whether you want to archive purged events on your computer.

Opens a dialog box where you can choose how you want to send the selected event to another device. The options available depend on the software installed on your handheld.

Defines the start and end times for Calendar screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.

Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight at the beginning of the date of the event.

Alarm Sound

Remind Me

Play Every

Sets the tone of the alarm.

Defines how many times the alarm will occur after the initial occurrence. The choices are Once, Twice, 3 Times, 5 Times, and 10 Times.

Defines how often the alarm sounds. The choices are Minute, 5 minutes, 10 minutes, and 30 minutes.

Chapter 5 Using Calendar

Card Info enables you to review general information about an expansion card.

Reviewing Card information

You can view the card name, type, available storage space, and a summary of its contents.

To review Card information:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Review Card name, Type, and Size.

4. Review card contents summarized by directory.

CHAPTER 6

Using Card Info

Renaming a card

The expansion card name appears in the Category pick list and in other lists that enable you to choose where to store information on your handheld. You can assign a name to each expansion card that indicates its contents.

To rename a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

Review card information

Review summarized card contents

Chapter 6 Using Card Info

4. Select Rename Card from the Card menu.

5. Enter the new name for the card.

6. Tap R en a me .

Formatting a card

Formatting a card destroys all its data and prepares it to accept new applications and data.

To format a card:

1. Tap the Home icon .

2. Tap the Card Info icon .

3. Tap the Menu icon .

4. Select Format Card from the Card menu, and then tap OK.

Managing expansion cards

■ When writing data to an expansion card, wait for your handheld to complete

the operation before removing the card from the slot. This prevents data corruption or accidental damage to the expansion card.

■ You can install applications to an expansion card after performing an initial

HotSync for information. For optimal performance, we recommend that you do not install more than 50 applications to a single expansion card.

■ Reading and writing information on an expansion card uses more battery

power than performing the same task on your handheld. If you have ample storage space on your handheld, consider copying the information to your handheld.

■ When your handheld’s battery level becomes very low, access to the expansion

card may be disabled to protect your data. If this occurs, recharge your handheld as soon as possible.

operation. See “Installing files and add-on applications” in Chapter 4

Using Card Info menus

Card Info menu commands that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about selecting menu commands.

Card menu

Using Card Info menus

Help

About Card Info

Provides help text.

Shows version information for Card Info.

Chapter 6 Using Card Info

CHAPTER 7

Using Contacts

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

NOTE Certain tasks are common among several handheld applications. For more

information, see Chapter 4, “Working with Applications.”

To open Contacts:

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

Contacts opens to display the list of all your records.

Contacts button

TIP Press the Contacts application button repeatedly to cycle through the categories

in which you have records. Pressing and holding the application button will beam your business card to another handheld. See “Creating a business card” later in this chapter for information.

Creating a contact

You can create contacts on your handheld, or you can use Palm™ Desktop software to create contacts on your computer and then transfer the contacts to your handheld with your next HotSync

operation.

Chapter 7 Using Contacts

To create a new contact:

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

display the Contacts list.

2. Tap N ew.

3. Tap each field for which you have contact information and enter the

information. The features described in the following table help streamline and organize contact data entry.

Ta p N e w

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

TIP

“Options menus” later in this chapter for information on the custom fields that

appear at the bottom of the Contact Entry screen.

Field name Feature

All fields except numeric and e-mail fields

The handheld automatically capitalizes the first letter of each field. You do not have to use the Graffiti

2 capital stroke to

capitalize the first letter of the name.

Title, Company, City, and State

Text appears for the first logical match that exists in your Contacts list. As you enter more letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Contacts list. As you enter S, Sacramento appears, and as you continue entering a and n, San Francisco replaces Sacramento. As soon as the word you want appears, tap the next field to accept the word.

Address

You can enter up to three addresses. Each address contains five fields: Addr, City, State, Zip Code, and Country. You can designate an address as work (W), home (H), or other (O). By default, Contacts enters the first address as work.

Field name Feature

Creating a contact

Birthday

To enter contact birthday information, do the following:

1. Tap in the box, use the left and right

arrows to scroll to the year you want, and then tap to select the birth month and date (or tap Today to select the current date as the birthday).

If you do not select a year, the

TIP

current year is displayed. Tap and hold the left or right arrow to scroll quickly through the years.

2. If you want a reminder, select the

Reminder check box, enter the number of days in advance of the birthday that you want the reminder to appear, and then tap OK.

Birthdays you enter in Contacts

TIP

appear as untimed events in Calendar. If you update the birthday in Contacts, it automatically updates in Calendar as well.

4. After you finish entering information, tap Done.

To create a contact that always appears at the top of the Contacts list, begin the

TIP

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

Chapter 7 Using Contacts

Displaying additional contact fields

The Contact Edit screen displays certain fields by default. You can customize the Contact Edit screen to display additional fields that you want.

If you display an additional field and leave it blank, the field is not displayed when you return to the Contact Edit screen. You must enter information into the field in order for it to continue to display on the Contact Edit screen.

To display additional contact fields:

1. Tap the plus button on the lower-right corner of the Contact Edit screen.

Ta p h e r e

2. Select the field you want displayed. The fields appear in a preset order on the

Contact Edit screen.

NOTE

Contact Edit screen; for example, you can display multiple IM fields. Contacts sets a maximum number for how many times each field type can appear on the screen. Once you reach this maximum (for example, the maximum number of IM fields is displayed), the field type no longer appears on the pop-up list.

Each field type can be displayed a certain number of times on the

Select field

Selecting field types

You can select the types of phone numbers or e-mail addresses, as well as specify the instant messenger (IM) account, that you associate with a contact. Any changes you make apply only to the current contact.

To select field types in a contact:

1. Tap the contact that you want to change.

2. Tap Edit.

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

Ta p triangle

4. For phone numbers and e-mail addresses: Select a new label.

Creating a contact

Select from list

For IM accounts: Select the IM service you want to use, or select IM if you do not want to specify a service. You must set up an IM account with a service provider to use IM on your handheld. See “Making connections from Contacts” later in this chapter for more information.

Select from list

Chapter 7 Using Contacts

Changing Contact details

The Contact Details dialog box provides a variety of options that you can associate with a contact.

To open the Contact Details dialog box:

1. Tap the contact whose details you want to change.

You can also use the navigator to open a contact. See “Using the

TIP

navigator” in Chapter 2 for instructions.

2. Tap Edit, and then tap Details.

3. Select any of the following settings:

Show in List

Creating a business card

You can create a contact to contain your business card information: your name, company, and contact information. You can then beam this business card information to other handhelds. See “Beaming data” in Chapter 3 for information on setting up and beaming business card information.

Making connections from Contacts

You can use the contacts in your Contacts list to launch applications that perform tasks such as dialing a phone number or creating an e-mail or SMS message. Some of the applications you can launch are included on the CD-ROM that comes with your handheld, and others may be available from third-party developers and are sold separately. Most of these applications require a GSM mobile phone (sold separately) that is compatible with your handheld.

Making connections from Contacts

Quick Connect

If you have a compatible GSM mobile phone (sold separately) and you install the Telephony/SMS applications from the CD-ROM, you can use Quick Connect to select a contact and initiate a related task with one hand, using the navigator. You can also configure which application opens when you choose a specific Contacts record field, and whether to add a prefix to all phone numbers.

To use Quick Connect from a contact:

1. Open the contact to which you want to connect.

2. Press Right on the navigator to open the Quick Connect dialog box.

You can also tap the Quick Connect icon in the title bar of the

TIP

Contacts record.

3. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone number, Quick Connect sends the selected phone number to your mobile phone.

To use Quick Connect from the Contacts list:

1. Highlight the contact to which you want to connect.

2. Tap the Menu icon .

3. Select Connect on the Record menu.

4. Select the method you want to use to connect.

Quick Connect initiates the related task. For example, if you tap a phone number, Quick Connect sends the selected phone number to your mobile phone.

NOTE

for that connection type. For example, to connect by tapping an e-mail address, you must have installed the e-mail application on your handheld and have an e-mail account with an Internet service provider (ISP). See the documentation included with the desired connection type for requirements to use that connection type.

To use the Quick Connect feature, you must have all the requirements

Chapter 7 Using Contacts

To configure Quick Connect settings:

1. From the Quick Connect dialog box, tap Settings.

2. (Optional) Tap the Number Prefix check box, and then enter a prefix.

For example, to dial 1 before all phone numbers, select this check box and enter a “1” in this field. The prefix is not added to a number that begins with the “+” character.

3. Tap each of the pick lists and select the application you want to associate with

that task.

4. Tap O K.

Tap-to-Connect

With Tap-to-Connect, you can select a contact and initiate a related task by tapping it with the stylus. By default, Tap-to-Connect is not enabled. You must install the Telephony/SMS application from the CD-ROM to access and use this feature.

To enable Tap-to-Connect:

1. From the Contacts list, tap the Menu icon .

2. Select Option, and then select Preferences.

3. Tap Enable Tap-to-Connect.

4. Tap O K.

You can also configure which application opens when you tap a specific

TIP

Contacts record field, and whether to add a prefix to all phone numbers. See “Quick Connect” earlier in this chapter to learn how to configure these settings.

To make a connection with Tap-to-Connect:

1. Open the contact to which you want to connect.

2. Tap an item.

For example, to dial a phone number, tap the number you want to dial. To address an e-mail message, tap an e-mail address.

3. (Optional) Tap the number to edit it.

For example, you might want to add an area code, a 1, or a country code to a phone number.

Using Contacts menus

Contacts menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands.

Using Contacts menus

The Record and Options menus differ depending on whether you’re displaying the Contacts list screen or the Contacts Edit screen.

Record menus

Duplicate Contact

Connect

Send Category

Send Contact

Makes a copy of the current record and displays the copy in Contacts Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.

Opens the Quick Connect dialog box, where you can choose which application you want to use to make the connection. This command appears only after you install the Telephony/SMS application from the CD-ROM, and the options that are available depend on the software installed on your handheld.

Opens a dialog box where you can choose how you want to send all records in the selected category to another device. This command appears only after you install the e-mail or SMS application from the CD-ROM, and the options that are available depend on the software installed on your handheld.

Opens a dialog box where you can choose how you want to send the selected contact to another device. This command appears only after you install the e-mail or SMS application from the CD-ROM, and the options that are available depend on the software installed on your handheld.

Chapter 7 Using Contacts

Options menus

Preferences

Rename Custom Fields

Opens a dialog box where you can choose Contacts display options.

Remember Last Category.

Determines how Contacts appears when you return to it from another application. If you select this check box, Contacts shows the last category you selected. If you deselect it, Contacts displays the All category.

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

You can use these custom fields to track additional information in your Contacts records, such as names of spouses, children, or any other details.

About Contacts

Shows version information for Contacts.

Palm Tungsten E Handbook

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Setting Up Your Palm™ Tungsten™ E Handheld

System requirements

Minimum requirements: Windows computers

Minimum requirements: Mac computers

Upgrade information

Step 1: Charge your handheld

Step 2: Set up your handheld

Step 3: Install software

Step 4: Connect the HotSync cable to the computer

Step 5: Perform a HotSync operation

To perform a HotSync operation:

Congratulations!

Locating front panel controls

Exploring Your Handheld

Locating top panel components

Locating back panel components

Locating bottom panel components

Adjusting brightness

To adjust the brightness of the backlight:

Adding an expansion card

Tapping and typing

To insert a card:

To r e mo ve a ca r d:

Elements of the handheld interface

Displaying online tips

To display an online tip:

Using the navigator

Additional software

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

To navigate in record screens:

To navigate in dialog boxes:

Using the onscreen keyboard

To use the onscreen keyboard:

Entering Data on Your Handheld

Using Graffiti® 2 writing

To access Graffiti 2 help from an application:

To access Graffiti 2 information from Quick Tour:

Writing in Graffiti 2 input areas

Using Writing Area

To use the full-screen writing area:

To temporarily disable the full-screen writing area:

Graffiti 2 character set

Graffiti 2 alphabet

Graffiti 2 numbers

Punctuation marks

Accented characters

Symbols and other special characters

To write symbols and special characters:

Graffiti 2 Gestures

Graffiti 2 ShortCuts

Beaming data

To select a business card:

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

To beam an application:

To receive beamed information:

Sending data

Using your computer keyboard

Importing data

Importing data from a Windows computer

To import data from a Windows computer:

Using File Link

Importing data from a Mac computer

To import data from a Mac computer:

Opening applications

Working with Applications

To open an application on your handheld:

Opening expansion card applications

Switching between applications

To switch to an expansion card:

Categorizing applications

To categorize an application:

To display applications by category:

Copying applications to or from an expansion card

To copy an application to an expansion card:

To copy an application from an expansion card: