Handbook
for the
Palm VII™ Handheld
Copyright
Copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti,
HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trademarks, and the HotSync logo, Palm, the Palm logo, Palm VII, the Palm VII logo, and
Palm.Net are trademarks of Palm, Inc. or its subsidiaries. Other product and brand
names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this handbook.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and its subsidiaries
assume no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, dead battery, or repairs. Be sure to make backup copies of all important
data on other media to protect against data loss.
Important: Please read the End User Software License Agreement included 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.
Palm™ Desktop organizer software
Palm™ Desktop organizer software is supplied on a CD-ROM disc. If you do not have
access to a CD-ROM drive for your computer, you may download the Palm Desktop
software from http://www.palm.com.
P/N: 406-1606
A/N: 423-1606
Page ii
Contents
About This Book
Chapter 1: Introduction to Your Palm VII™ Handheld
Getting to know your Palm VII handheld.........................................3
What is a Palm VII handheld?..........................................................3
System requirements .........................................................................4
Palm VII components ........................................................................5
Installing the batteries .......................................................................9
Replacing batteries.............................................................................9
Setting up your handheld and charging the transmitter ...........10
Upgrade information.......................................................................10
Palm Desktop organizer software .................................................12
Using your handheld with another PIM ......................................14
Palm.Net wireless features .............................................................14
Tapping and typing ............................................................................17
Tap with the stylus to get things done..........................................17
Elements of the interface .................................................................18
Opening applications ......................................................................19
Using menus .....................................................................................22
Four ways to enter data...................................................................24
Customizing your handheld .............................................................28
Chapter 2: Entering Data in Your Palm VII™ Handheld
Using Graffiti writing to enter data..................................................31
Writing Graffiti characters..............................................................31
Graffiti tips ........................................................................................33
The Graffiti alphabet........................................................................34
Writing capital letters ......................................................................35
Writing numbers ..............................................................................35
Graffiti numbers...............................................................................36
Writing punctuation marks ............................................................36
Additional Graffiti punctuation.....................................................37
Writing symbols and extended characters ...................................37
Writing accented characters ...........................................................38
Accent strokes...................................................................................38
Additional non-English characters ................................................38
Navigation strokes ...........................................................................39
Graffiti ShortCuts.............................................................................39
Using the onscreen keyboard............................................................40
Using your computer keyboard........................................................41
Importing data.....................................................................................41
......................................................................................... 1
Contents Page iii
Chapter 3: Managing Your Applications
Using the Applications Launcher ....................................................43
Selecting applications...................................................................... 43
Switching between applications.................................................... 43
Categorizing applications............................................................... 43
Changing the Applications Launcher display............................. 44
Choosing preferences......................................................................... 45
Installing and removing applications.............................................. 46
Installing add-on applications .......................................................46
Installing games ...............................................................................48
Removing applications ................................................................... 49
Removing Palm Desktop software................................................50
Security................................................................................................. 50
Assigning a password..................................................................... 50
Changing or deleting a password ................................................. 51
Locking your handheld .................................................................. 52
Recovering from a forgotten password........................................ 53
Chapter 4: Using Your Basic Applications
Overview of basic applications ........................................................ 56
Date Book.......................................................................................... 56
Address Book ................................................................................... 57
To Do List.......................................................................................... 58
Memo Pad......................................................................................... 59
Calculator.......................................................................................... 59
Expense ............................................................................................. 60
Common tasks .................................................................................... 61
Creating records...............................................................................61
Editing records................................................................................. 61
Deleting records............................................................................... 63
Purging records................................................................................ 64
Exchanging and updating data: HotSync operations ................ 65
Categorizing records ....................................................................... 67
Finding records ................................................................................ 71
Sorting lists of records.....................................................................75
Making records private...................................................................76
Attaching notes ................................................................................ 78
Choosing fonts ................................................................................. 79
Application-specific tasks .................................................................81
Date Book.......................................................................................... 81
Address Book ................................................................................... 95
To Do List........................................................................................ 100
Memo Pad.......................................................................................105
Page iv Handbook for the Palm VII™ Handheld
Calculator ........................................................................................108
Expense............................................................................................110
Chapter 5: Web Clipping Applications and
the iMessenger
®
Application
Your handheld is a wireless device................................................121
Web clipping applications ............................................................121
Wireless Internet messaging: the iMessenger application.......124
The Palm.Net wireless communication service.........................124
Improving signal strength ............................................................127
Using web clipping applications ....................................................129
Opening web clipping applications ............................................129
Working with web clipping applications ...................................130
Web clipping application menus .................................................136
Using the iMessenger application ..................................................137
The iMessenger application differs from the Mail application137
Opening the iMessenger application ..........................................138
Checking for and viewing messages...........................................139
Opening and reading messages ...................................................140
Creating messages..........................................................................145
Rerouting replies to your messages ............................................149
Adding a signature to your message ..........................................150
Sending messages ..........................................................................151
Editing an unsent message ...........................................................152
Draft messages................................................................................153
Filing a message .............................................................................154
Deleting messages ..........................................................................154
Removing a message from the Deleted folder...........................155
Purging deleted messages ............................................................155
Options for the iMessenger list screen........................................155
Your Palm.Net mailbox.................................................................157
The iMessenger application and HotSync operations ..............158
iMessenger menus .........................................................................159
Chapter 6: Managing Desktop E-Mail and Beaming Information
Managing desktop E-Mail away from your desk ........................161
Setting up Mail on the desktop ....................................................162
Synchronizing Mail with your E-Mail application ...................164
Opening the Mail application on your handheld......................164
Viewing e-mail items .....................................................................164
Creating e-mail items.....................................................................165
Looking up an address..................................................................168
Adding details to e-mail items .....................................................169
Storing e-mail to be sent later .......................................................172
Contents Page v
Editing unsent e-mail.................................................................... 173
Draft e-mail..................................................................................... 174
Filing e-mail.................................................................................... 175
Deleting e-mail............................................................................... 175
Removing e-mail from the Deleted folder ................................. 175
Purging deleted e-mail.................................................................. 176
Message list options ......................................................................176
HotSync options.............................................................................178
Creating special filters .................................................................. 179
Truncating e-mail items................................................................ 183
Mail menus ..................................................................................... 183
Beaming information ....................................................................... 185
Chapter 7: Advanced HotSync
®
Operations
Selecting HotSync setup options.................................................... 189
Customizing HotSync application settings .................................. 191
IR HotSync operations..................................................................... 193
Preparing your computer for infrared communication........... 193
Configuring HotSync Manager for infrared communication.196
Performing an IR HotSync operation ......................................... 197
Returning to cradle HotSync operations.................................... 197
Conducting a HotSync operation via modem.............................. 198
Preparing your computer............................................................. 198
Preparing your handheld ............................................................. 200
Selecting the conduits for a modem HotSync operation .........201
Performing a HotSync operation via a modem......................... 202
Conducting a HotSync operation via a network ......................... 203
Connecting to your company’s dial-in server ...........................203
Performing a network HotSync operation................................. 206
Using File Link.................................................................................. 206
Creating a user profile ..................................................................... 207
Chapter 8: Setting Preferences for Your Handheld
Viewing preferences......................................................................... 210
Buttons preferences .......................................................................... 210
Pen preferences .............................................................................. 211
HotSync buttons preferences ....................................................... 212
Digitizer preferences........................................................................ 213
Formats preferences ......................................................................... 213
Country default.............................................................................. 213
Time, date, week start, and numbers formats........................... 214
General preferences.......................................................................... 214
Auto-off delay ................................................................................214
System, alarm, and game sounds................................................ 215
Page vi Handbook for the Palm VII™ Handheld
Beam Receive ..................................................................................215
Connection preferences....................................................................216
Sample connection for remote IR HotSync operations.............217
Network preferences and TCP/IP software .................................218
Selecting a service ..........................................................................219
Entering a user name .....................................................................219
Entering a password ......................................................................220
Selecting a connection ...................................................................220
Adding telephone settings............................................................221
Connecting to your service ...........................................................223
Creating additional service templates ........................................224
Adding detailed information to a service template ..................224
Login scripts....................................................................................227
Creating a login script on your handheld ..................................228
Plug-in applications .......................................................................230
Deleting a service template...........................................................230
Network preferences menu commands......................................230
TCP/IP troubleshooting................................................................231
Owner preferences ............................................................................232
ShortCuts preferences ......................................................................233
Creating a ShortCut .......................................................................233
Editing a ShortCut .........................................................................234
Deleting a ShortCut .......................................................................234
Wireless preferences .........................................................................234
Proxy ................................................................................................234
Sending ID or location information.............................................235
Appendix A: Maintaining Your Handheld
Caring for your handheld ................................................................237
About the AAA batteries .................................................................238
Automatic recharging of the transmitter.......................................239
Proper use of the antenna ................................................................241
Resetting your handheld..................................................................243
Performing a soft reset ..................................................................243
Performing a hard reset.................................................................244
Appendix B: Frequently Asked Questions
Software installation problems .......................................................248
Operating problems..........................................................................249
Tapping and writing problems .......................................................250
Wireless problems.............................................................................251
Application problems.......................................................................252
HotSync problems.............................................................................253
Beaming problems ............................................................................259
Contents Page vii
Password problems.......................................................................... 260
Technical support and customer care............................................ 261
Appendix C: Creating a Custom Expense Report
About mapping tables ..................................................................... 263
Customizing existing sample templates ....................................... 264
Determining the layout of the Expense Report............................ 265
Labels...............................................................................................265
Sections............................................................................................266
Analyzing your custom Expense Report ...................................... 267
Programming the mapping table ................................................... 268
Using applications other than Microsoft Excel ............................ 272
Expense file details ........................................................................... 273
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char....................................................................................... 275
Carriage return and line feed..........................................................275
Literal characters .............................................................................. 276
Palm.Net™ Service Agreement and Other Product Information
Palm.Net service agreement ........................................................... 277
Product regulatory information .....................................................285
FCC Statement................................................................................285
Battery Warning.............................................................................286
Index
.........................................................................................................289
Page viii Handbook for the Palm VII™ Handheld
About This Book
Welcome to the Palm VII™ handheld. This handbook is designed to
help you get up and running quickly on your handheld. It describes
all you need to know about how to use handhelds in the Palm VII
product series and the applications that come with them.
It walks you through:
■ Locating all the parts of your handheld
■ Viewing and entering data
■ Using the Palm VII wireless features
■ Using your handheld with your computer
■ Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your
handheld, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your handheld, and also as a source of
information if you have problems operating it.
About This Book Page 1
Page 2 About This Book
Chapter 1
Introduction to Your
Palm VII
This chapter explains the physical buttons and controls on your
Palm VII™ handheld, how to set up your handheld and charge the
transmitter, how to use your handheld for the first time, and how to
use HotSync
Desktop organizer software. This chapter also introduces the
Palm.Net™ wireless communication service and the wireless features
of the Palm VII handheld.
Getting to know your Palm VII handheld
What is a Palm VII handheld?
With your Palm VII handheld you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your To Do list. Your
handheld can help you improve your track record in all these areas,
both at work and at home.
™
Handheld
®
technology to synchronize your handheld and Palm™
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. Keep
all your contact names, addresses, phone numbers, and other details
in Address Book, so you can find them as soon as you need them. Add
your tasks to To Do List, prioritize them so you don’t overlook them,
and assign them a due date.
You can easily connect your Palm VII handheld to the Internet,
without using a wire or an external modem, through a wireless
communication service maintained by Palm, Inc. Using web clipping
applications, you can access a wide spectrum of information available
on the Internet and view that information in a format that is easy to
read on your handheld screen. Another application, the iMessenger
application, gives you an Internet messaging address; so you can use
your handheld to stay connected by wireless Internet messaging
anytime, anywhere within the coverage area of the wireless
communication service.
Chapter 1 Page 3
®
To make sure you don’t lose any important information, you can
synchronize your data with Palm Desktop software on your computer
so you always have a backup copy. You can set different security
levels for your handheld so unauthorized eyes cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■ IBM-compatible 486 computer or higher
■ One of the following:
Windows 95/98 and 8 MB RAM (memory),
Windows NT 4.0 and 16 MB RAM,
Windows 2000 and 64 MB RAM
■ 20 MB available hard disk space
■ VGA monitor or better
■ CD-ROM drive (you can also download Palm Desktop software
from
http://www.palm.net)
■ Mouse
■ One available serial port or USB port (PalmConnect
separately)
®
USB Kit sold
See “Activating the Palm.Net wireless communication service” later
in this chapter for requirements to activate the service.
Optional equipment
■ PalmModem
■ Windows-compatible printer
■ Infrared communication device
®
accessory
Macintosh compatibility
You can connect your Palm VII handheld to your Macintosh using the
PalmConnect
®
Serial Kit or PalmConnect USB Kit (sold separately).
For more information about Macintosh compatibility, visit the web
site
http://www.palm.com.
Page 4 Introduction to Your Palm VII™ Handheld
Palm VII components
Locating front panel controls
IR port
Antenna
Screen
Power button/
Backlight control
IR port
Screen
Power
button/
Backlight
control
®
Graffiti
writing area
Application
buttons
Scroll button
Uses infrared technology to transmit data to and
®
receive data from other Palm OS
handhelds, and to
perform HotSync operations. See “Beaming
information” in Chapter 6 and “IR HotSync
operations” in Chapter 7 for more information.
Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
Turns your handheld on or off and controls the
backlight feature. If your handheld is turned off,
pressing the power button turns your handheld on
and returns you to the last screen you viewed. Press
the power button to turn your handheld off.
If you have difficulty seeing the information onscreen,
use the backlight to illuminate the screen. Press the
power button and hold it down for about two seconds
to turn the backlight on or off. The backlight turns off
automatically (after a period of inactivity) with the
Auto-off feature. See “General preferences” in
Chapter 8 for more information. You can assign the
full-screen pen stroke to activate the backlight. See
“Pen preferences” in Chapter 8 for more information.
Chapter 1 Page 5
Antenna
Gives you access to the Palm.Net service. See Chapter
5 for more information. See “Buttons preferences” in
Chapter 8 to learn how to open a specific application
when you raise the antenna.
Whenever you use the wireless features of your
handheld, please observe the guidelines or
prohibitions on the use of wireless devices in your
current location. For example, when you are on an
airplane, do not raise the antenna or use the wireless
features at times when the Federal Aviation
Administration (FAA) or airline regulations prohibit
the use of cellular phones. You can, of course, use all
other applications of your handheld in accordance
with airline regulations for electronic devices.
Graffiti
®
writing
area
Application
buttons
Scroll
button
The area where you write letters and numbers using
®
the Graffiti
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Opens the individual handheld applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 8 for details on
reassigning these buttons to activate any application
on your handheld.
Tip: If your handheld is turned off, pressing any
application button activates your handheld
and opens the corresponding application.
Displays text and other information that extends
beyond the area of the handheld screen. Pressing the
lower half of the scroll button scrolls down to view
information below the viewing area, and pressing the
upper half of the button scrolls up to view the
information above the viewing area.
Page 6 Introduction to Your Palm VII™ Handheld
Locating back panel components
Stylus
Battery
door
Stylus
Battery door
Contrast
control
Reset
button
Serial (COM)
port door
Slides in and out of the slot in the back panel of the
handheld. To use the stylus, remove it from the slot
and hold it as you would a pen or pencil. Unscrew
the top of the stylus to access the reset tool.
Covers the AAA batteries that power your
handheld and charge the transmitter. See
“Installing the batteries” later in this chapter for
information on removing the battery door and
installing batteries.
Contrast
control
Adjusts the appearance of the screen for the
clearest screen display. Depending on the lighting
conditions or temperature of the environment
where you use your handheld, you may need to
adjust the setting of the contrast control.
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
Chapter 1 Page 7
Serial (COM)
port door
Protects the serial port that fits into the connector
of the handheld cradle. The door ensures that the
connection surface of the serial port remains clean
and clear of debris.
Note: When your handheld is in the cradle, and
the cradle is connected to your computer,
you can use HotSync technology to do a
two-way exchange of the data on your
handheld and your computer. Plug the
connector of the cradle into the serial
(COM) port, as shown in the following
illustration.
Important: Your handheld requires a dedicated port. It cannot share
a port with an internal modem or other device. If you are
unsure about the location of the serial port on your
computer, refer to your computer’s documentation.
Page 8 Introduction to Your Palm VII™ Handheld
Installing the batteries
To use your handheld, you must install two AAA alkaline batteries.
The batteries fit behind the battery door on the back of your handheld.
To install the batteries:
1. Press the tab on the battery door and lift the battery door away
from your handheld.
Press tab to
open
2. Install the two AAA alkaline batteries supplied with your
handheld into the battery compartment.
Note: A diagram in the interior of the battery compartment
shows the orientation of the positive (+) and negative (-)
ends of the batteries. When correctly installed, the clips in
the battery compartment secure the batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your handheld and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the battery
door, make sure the door is aligned with the slots on the
back of your handheld, and that the batteries are firmly
seated in the battery compartment.
Replacing batteries
Under normal conditions, depending on your usage pattern, the AAA
batteries of your handheld should provide weeks of use. When the
time comes to replace the AAA batteries, your handheld gives you
ample warning.
Chapter 1 Page 9
When you replace the AAA batteries, keep these points in mind:
■ Before you replace the batteries, perform a HotSync operation so
that you have a backup copy of all your data on your computer.
■ When you remove the old batteries, the built-in backup power of
your handheld maintains memory data. Whenever you remove
the batteries, replace them immediately. We recommend replacing
batteries within a period of one minute. If you encounter any
difficulties or delays while you’re replacing the batteries, reinstall
the original batteries and wait a few minutes for the backup power
to recharge.
■ When you dispose of the AAA batteries, please dispose of them
without damaging the environment.
Setting up your handheld and charging the transmitter
The first time you insert the AAA batteries, your handheld
automatically begins two processes:
■ The batteries begin to charge the transmitter you use with the
wireless communication service. This takes about 70 minutes. As
soon as the transmitter has been charged, you can activate the
service. See “Activating the Palm.Net wireless communication
service” later in this chapter.
■ Your handheld turns on automatically and Setup begins. Setup
consists of a short series of screens that you complete to prepare
your handheld for use. Setup also lists the web clipping
applications that are preloaded on your handheld. To complete
Setup, follow the instructions onscreen.
As soon as you finish Setup, you can use all the basic applications of
your handheld. See Chapter 4 for the list of your basic applications.
Upgrade information
If you already own a Palm OS handheld, we recommend that you
install the version of Palm Desktop software that comes with your
new Palm VII handheld into the same folder as your current Palm
Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software to add HotSync Manager, conduit software,
and other features of Palm Desktop software to your computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new handheld.
Page 10 Introduction to Your Palm VII™ Handheld
To upgrade:
1. Read the Getting Started guide for an overview of the complete
installation process.
2. Synchronize your old handheld with your old Palm Desktop
software. This ensures that the latest information from your
handheld is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy the folder and all its contents,
rename it (for example, Palm Backup), and store the copy outside
the Palm Desktop software folder.
4. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
5. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, go to the
HotSync Manager and choose Custom.
Note: Be sure your username appears in the box at the top of the
Custom dialog box. If not, select your username.
6. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done. See “Customizing HotSync
application settings” in Chapter 7 for more information.
7. Place your new handheld in the cradle and press the HotSync
button. If the Select User dialog box appears, select your username.
Note: If you customized the modem setup on your old
handheld, you must re-enter the modem initialization
string. See “Connection preferences” in Chapter 8 for
more information.
Any passwords you set on your old handheld are not
restored during this HotSync operation. Records you
previously marked Private are still marked Private, but
you need to reenter a password on your new handheld.
8. Return to the Getting Started guide and complete the activation of
your handheld.
Chapter 1 Page 11
Each handheld must have a unique name
After you finish the upgrade process described above, you have two
handhelds with the same name. This is an undesirable situation. Each
handheld must have a unique name in order to prevent unexpected
results during HotSync operations and other complications.
We strongly recommend that you perform a hard reset on your old handheld.
See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old handheld; it also
erases the name and makes that handheld a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old handheld, you are asked to give it a name. Be sure to give
it a unique name.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
handheld to your computer and serves to back up all your data.
Viewing and editing your data using Palm Desktop software is
optional. However, when you use it with your handheld and the builtin HotSync technology, you can fully synchronize the information on
your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the
data on your handheld. Changes you make on your handheld or Palm
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
■ Work with your handheld applications on your computer. Palm
Desktop software duplicates the Date Book, Address Book, To Do
List, and Memo Pad applications on your handheld, so you can
view, enter, and modify any data stored on your handheld.
■ Back up the data stored on your handheld with HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■ Import and export data. See “Importing data” in Chapter 2 for
more information.
■ Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Page 12 Introduction to Your Palm VII™ Handheld
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, refer to the online Help in Palm
Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do the following before installing:
■ Turn off your computer and connect the cradle to it. Do not put
the handheld in the cradle yet; you do that later in the process.
■ Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installation software to
place the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at
startup. Disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
3. When the Palm Desktop Installer Menu appears, click the Install
button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation.
During installation you will be asked to insert your handheld into
the cradle.
Chapter 1 Page 13
Using your handheld with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you still need to install Palm Desktop software
in order to add HotSync Manager, connection software, and other
features of Palm Desktop software to your computer. The connection
software, called a conduit, lets you synchronize the data between your
handheld and your PIM.
If the installation program detects that you have Microsoft Outlook on
your computer, the program lets you choose between installing Palm
Desktop software or installing the conduit for Outlook so that you can
use that application as your PIM.
For information on the availability of conduit software for the PIM
you use, contact the vendor of your PIM or visit the web site
http://www.palm.com.
Palm.Net wireless features
Your handheld is equipped with a transmitter and an antenna that let
you transmit and receive data over the airwaves. Palm, Inc. provides
the Palm.Net wireless communication service, which you must
subscribe to in order to gain access to wireless features.
After you activate the wireless communication service, the following
wireless features become available to you:
■ Web clipping, using web clipping applications
■ Wireless Internet messaging, using the iMessenger application
Activating the Palm.Net wireless communication service
The transmitter inside your handheld contains a rechargeable battery
that must be charged before you can activate the wireless
communication service and use the wireless features. The AAA
batteries that you install during Setup of your handheld charge the
transmitter, and charging begins as soon as you insert the batteries.
Charging takes about 70 minutes.
Before you activate the Palm.Net service, be sure of the following:
■ You’re within coverage of the network. To find detailed maps of
coverage, visit the web site
■ You’re in a location that can receive a strong radio signal. See
http://www.palm.net.
“Wireless problems” in Appendix B for tips on eliminating
obstacles to the signal.
Page 14 Introduction to Your Palm VII™ Handheld
To activate the Palm.Net service:
1. Read the brochure, Choosing a Palm.Net Service Plan, included in the
handheld package, describing the monthly service plans. Decide
on a plan. (You can switch plans at any time.)
2. Prepare to enter the following information: your name, firm,
billing address, phone number, current desktop e-mail address,
choice of service plan, and credit card information (or corporate
account number).
During activation you are also asked to create a username and
a password. You can accept one of the usernames suggested by
the Activate application or create your own; it must be at least
3 characters long. Your password must be 4 to 15 characters
long.
3. Read the Palm.Net service agreement, located at the back of this
book.
4. After the transmitter finishes charging, raise the antenna on the
right side of your handheld by gently rotating it upwards.
135°
90°
To ensure the best reception: If
you are holding the handheld
in your hand, raise the antenna
to its position at 135
, located
°
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
.
at 90
°
5. Follow the instructions onscreen to activate the wireless
communication service.
Important: Be sure to record and remember the username and
password you create during activation. You need them
both to access information about your usage of the service
and your billing information. Your username is also part
of your address on the Palm.Net network — for example,
username@palm.net.
Chapter 1 Page 15
Web clipping
Your handheld includes special kinds of applications called web
clipping applications. Web clipping applications take advantage of the
wireless functionality of your handheld to give you access to
information on the Internet.
Web clipping applications give you access to a wide spectrum of
practical Internet information: news and business headlines, travel
information, stock quotes, sports scores, restaurant reviews, movie
times, and much more.
It’s impractical, however, to browse the Internet from a small
handheld computer and look at elaborate, animated, graphics-laden
web pages on a screen the size of your handheld’s. So instead of web
browsing, web clipping applications offer you a more efficient way to
access the Internet, called web clipping.
In general, web clipping is a simple process of query-and-response.
You simply request information, tap a button that transmits your
request to the Internet, and within seconds, you receive a response.
See Chapter 5 for more information.
Wireless Internet messaging
Like web clipping, the iMessenger application takes advantage of the
wireless functionality of your handheld to give you wireless Internet
messaging. Your handheld, like a cellular phone, uses a radio
frequency to transmit and receive information. Your handheld is part
of the Palm.Net network, which receives and stores messages sent to
you at your @
palm.net address, and delivers messages you send from
your handheld to the recipient’s Internet e-mail address.
After you activate the wireless communication service, whenever
you’re within the coverage area, you can communicate with anyone
who has an Internet e-mail account. See Chapter 5 for more
information.
Page 16 Introduction to Your Palm VII™ Handheld
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your handheld screen is the basic action that
gets things done on your handheld.
The first time you start your handheld, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your handheld with its
touch-sensitive screen so that when you tap an element on the screen,
your handheld can detect exactly which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
With your handheld turned on, you can tap the handheld screen to do
many operations, such as the following:
■ Open applications
■ Submit queries to the Internet
■ Check for and send messages in the iMessenger application
■ Choose menu commands
■ Initiate a global Find operation
■ Select options in dialog boxes
■ Open the onscreen keyboard
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.
Chapter 1 Page 17
Elements of the interface
Command
buttons
Icons
Menu
bar
Check
box
Pick list
Menu bar
Command
buttons
Icons
abc
123
Check
box
Pick list
A set of commands that are specific to the application.
Not all applications have a menu bar.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens. A command button that initiates a
wireless transaction always displays the over-the-air
icon:
Over-the-air icon
Tap the icons to open applications , menus , and
Calculator , and to find text in the data of your basic
applications .
With the cursor in an input field, tap the dot to activate
the alphabetic keyboard.
With the cursor in an input field, tap the dot to activate
the numeric keyboard.
When a check mark appears in a check box, the
corresponding option is active. If a check box is empty,
tapping it inserts a check mark. If a check box is
checked, tapping it removes the check mark.
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
Page 18 Introduction to Your Palm VII™ Handheld
Scroll bar
Previous/next
arrows
Scroll bar
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 by
pressing the upper and lower portions of the scroll
button on the front panel of your handheld.
Previous/
next arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your handheld.
Applications
Launcher
Date
Book
Memo
Pad
Address
Book
To Do
List
Tip: When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your handheld first.
Chapter 1 Page 19
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many applications installed on your handheld, tap the scroll bar to
see all of your applications.
Tip: To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign applications to
different categories. See “Categorizing applications” in
Chapter 3.
Page 20 Introduction to Your Palm VII™ Handheld
To open an application that uses the antenna:
Back
S
These applications use the antenna:
■ All web clipping applications
■ iMessenger application
■ Applications that support your use of the wireless features
1. Raise the antenna, located on the right side of your handheld.
135°
90°
you are holding the handheld
in your hand, raise the antenna
To ensure the best reception: If
to its position at 135
, located
°
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
.
at 90
°
Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your handheld beeps.
2. Tap the web clipping application that queries the Internet for the
kind of information you want.
Tip: You can set your handheld to open a specific application
whenever you raise the antenna. See “Buttons preferences” in
Chapter 8 for details.
When you install web clipping applications, they appear by default in
the Palm.Net category of the Applications Launcher. The icons of web
clipping applications and all applications that use the antenna are easy
to recognize: They all have a dark diamond shape as their background
and include the over-the-air icon:
ground of all web
clipping application icons
ample web clipping
application icon
Feel free to explore all your web clipping applications to find out what
kind of information they offer. Despite the presence of the over-the-air
symbol in its icon, you can open any web clipping application without
incurring any cost.
Chapter 1 Page 21
Using menus
Menus on your handheld are easy to use. Once you master them in
one application, you can use them the same way in all other
applications. The menus of each application are illustrated in the
section on that application in Chapter 4. The Edit menu is described in
“Editing records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
Tap the Menu icon .
Tap the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use. The menus and menu
commands that are available depend on the application that is
currently open. Also, the menus and menu commands vary
depending on which part of the application you’re currently using. For
example, in Memo Pad, the menus are different for the Memo list
screen and the Memo screen.
Page 22 Introduction to Your Palm VII™ Handheld
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
Menu commands
Command letters
Draw the Command stroke anywhere in the Graffiti area. When you
draw the Command stroke, the Command toolbar appears just above
the Graffiti writing area to indicate that you are in Command mode.
Command
CutUndo Copy Paste Beam Delete
The command toolbar displays context sensitive menu commands for
the current screen. For example, if you select text, the undo, cut, copy,
and paste menu icons appear. Tap an icon to select the command, or
immediately write the corresponding command letter in the Graffiti
writing area. For example, to choose Copy in the Edit menu, draw the
Command stroke, followed by the letter “c.”
Note: Command mode is only active for a short time, so you must
tap an icon or write the command letter immediately to choose
the menu command. In web clipping applications, the
command toolbar is available only when you select text or text
in your handheld’s memory is available to paste or undo.
Chapter 1 Page 23
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
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.
Four ways to enter data
There are four ways to enter data into your handheld:
■ Using the onscreen keyboard
■ Using Graffiti writing
■ Entering or importing data in Palm Desktop software and then
synchronizing with your handheld
■ Using an external keyboard
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Page 24 Introduction to Your Palm VII™ Handheld
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Tap here to display
alphabetic keyboard
Numeric
Tap here to display
numeric keyboard
Backspace
Carriage return
International
Tap here to display
international keyboard
Graffiti writing
Your handheld includes Graffiti writing software as the primary
system for entering text and numbers. With Graffiti writing, you write
simple strokes with the stylus and they are instantly recognized as
letters or numbers.
Write letters here Write numbers here
Division marks
Your handheld also includes Giraffe, a game you can use to practice
writing Graffiti characters. See “Installing and removing applications”
in Chapter 3 for installation instructions. The Memo Pad application
is ideal for practicing Graffiti writing. This section explains how to
open Memo Pad and use it to practice Graffiti writing.
Chapter 1 Page 25
To open Memo Pad:
1. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
information.
Using Palm Desktop software
If you have new records you want to add to your handheld and prefer
to use the computer keyboard rather than Graffiti writing or the
onscreen keyboard, enter the data in the Palm Desktop software or the
PIM you have installed to use with your handheld.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your handheld with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 4 for
more information.
Page 26 Introduction to Your Palm VII™ Handheld
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop software. You can import data stored in
computer applications such as spreadsheets and databases, or from
another Palm OS handheld. When you import data, you transfer the
records to your handheld without having to enter them manually. See
“Importing data” in Chapter 2 for more information.
External keyboard
You can connect an optional keyboard accessory to the serial
connector on your handheld so you can type data directly into your
handheld. External keyboards are very helpful when you need to
enter large amounts of data quickly and accurately while you are
away from your computer.
Chapter 1 Page 27
Customizing your handheld
You can customize your handheld by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your
handheld to work with a modem or network. See Chapter 8 for more
information on customizing your handheld.
To open the Preferences screens:
1. Tap the Applications icon .
2. Tap the Preferences (Prefs) icon .
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an
example of how to customize your handheld.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each number of the minute, and then tap the arrows to change
them.
4. Tap AM or PM.
Note: Your handheld can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 8 for more
information.
5. Tap OK.
Page 28 Introduction to Your Palm VII™ Handheld
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Chapter 1 Page 29
Page 30 Introduction to Your Palm VII™ Handheld
Chapter 2
Entering Data in Your
Palm VII
This chapter explains how to enter data into your Palm VII™
handheld, by writing with the stylus in the Graffiti
using the onscreen keyboard, by using the computer keyboard, or by
importing data from another application.
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use
it to enter text in your applications. In this section, you learn the
procedures for creating letters, numbers, punctuation, and symbols,
as well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can
type on a standard keyboard. The Graffiti strokes closely resemble the
uppercase letters of the regular alphabet, which makes Graffiti writing
easy to learn.
™
Handheld
®
writing area, by
There are four basic concepts for success with Graffiti writing:
■ If you draw the character shape exactly as shown in the tables later
in this chapter (like the shapes shown in the following diagram),
you achieve 100% accuracy.
■ The heavy dot on each shape shows where to begin the stroke.
Certain characters have similar shapes, but different beginning
and end points. Always begin the stroke at the heavy dot (you
should not create the heavy dot; it is only there to show you where
to begin the stroke).
Chapter 2 Page 31
■ Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your handheld recognizes
and displays the text character immediately. To accomplish single
strokes, some Graffiti strokes are portions of the regular alphabet
equivalents.
■ The Graffiti writing area is divided into two parts: one for writing
the letters of the alphabet and one for writing numbers. The small
marks at the top and bottom of the Graffiti writing area indicate
the two areas.
Write letters here Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note: You need to tap above the Graffiti writing area, and you
must see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note: There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
Page 32 Entering Data in Your Palm VII™ Handheld
3. Position the stylus in the left-hand side of the Graffiti writing area.
4. Start your stroke at the heavy dot and draw the stroke shape as it
appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your
handheld recognizes your stroke immediately and prints the letter at
the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke
for the next character you want to write.
Important: You must begin the character strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your handheld does not recognize
them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■ Accuracy improves when you write large characters. You should
draw strokes that nearly fill the Graffiti writing area.
■ Press firmly.
■ To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■ Write at natural speed. Writing too slowly can generate
recognition errors.
■ Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
Chapter 2 Page 33
The Graffiti® alphabet
Letter Strokes Letter Strokes
AN
B
O
CP
D
Q
ER
F
G
S
T
HU
IV
JW
KX
LY
M
Z
Space Back Space
Carriage
Period
tap twice
Return
Page 34 Entering Data in Your Palm VII™ Handheld
Writing capital letters
You make capital letters with the same stroke shapes as the basic
alphabet characters. To make capital letters, you must first “shift” to
caps — just as you press the Shift key on a keyboard — and then write
the character strokes.
Note: Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
■ Use the Caps Shift stroke:
Caps
Shift
Tip: When Caps Shift is active, an “up arrow” symbol appears in
the lower-right corner of the handheld screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■ Use the Caps Lock stroke:
Caps
Lock
Tip: When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the handheld screen. To
return to lowercase, make the Caps Shift stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area.
Chapter 2 Page 35
Graffiti numbers
Number Strokes Number Strokes
0
5
1
27
38
4
6
9
Writing punctuation marks
Graffiti writing can create any punctuation symbol that you can enter
from a standard keyboard. All punctuation marks begin with a single
tap on the Graffiti writing area. When you make this tap, you activate
Punctuation Shift and a dot appears to show it is active. The next
stroke you make with the stylus creates a punctuation mark.
Punctuation Shift
Tip: When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
Page 36 Entering Data in Your Palm VII™ Handheld
Symbol Stroke Symbol Stroke
Period
.
Dash
—
Comma
,
Apostrophe
'
Question
?
Exclamation
!
Left Paren
(
Right Paren
)
Slash
/
Dollar
$
Additional Graffiti punctuation
@ # % ^ & * < > + = |
\ { } [ ] ~ ` ; : " tab
—
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your handheld:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the
lower-right corner of the screen. The next stroke that you make creates
the symbol or extended character.
Symbol Shift
Chapter 2 Page 37
•
,
,
,
,
,
,
°
+
—
X
==c
:
!
ƒ
Y
∅
?
Writing accented characters
To create accented characters, draw the stroke normally used to create
the letter, followed by an accent stroke. Graffiti writing then adds the
accent to the letter.
For example, the following diagram shows the strokes required to
draw an accented “e.”
= e
Accent strokes
a a a a a a
Using these accent strokes, you can write the following accented
letters:
à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ý ÿ ñ
Additional non-English characters
You can write the following characters without any special
punctuation or shifting:
c
a
e
Note: You must write these non-English characters in the left side of
the Graffiti writing area.
Page 38 Entering Data in Your Palm VII™ Handheld
Navigation strokes
In addition to character symbols, Graffiti writing includes special
strokes that you can use to navigate within text or fields in your
applications.
Command Stroke
Move cursor right
Move cursor left
Previous field
Next Field
Open Address Record
(Address Book only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases
quick and easy. ShortCuts are similar to the Glossary or Autotext
features of some word processors.
Graffiti writing comes with several predefined ShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 8 to learn
about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol
appears at the insertion point to show that you are in ShortCut mode.
ShortCut
Chapter 2 Page 39
Your handheld includes the following predefined Graffiti ShortCuts:
Entry ShortCut
Date stamp ds
Time stamp ts
Date/time stamp dts
Meeting me
Breakfast br
Lunch lu
Dinner di
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for alpha
keyboard
Tap here for numeric
keyboard
4. Tap the characters to enter text and numbers.
Note: The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three
dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Page 40 Entering Data in Your Palm VII™ Handheld
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
PIM, to enter information. You can then perform a HotSync
®
operation to synchronize the information on your computer with the
information on your handheld. All the main applications on your
handheld are also available in Palm Desktop software and in most
PIMs, so you don’t need to learn different applications.
Refer to Palm Desktop online Help for more information on entering
data on your computer.
Importing data
If you have data stored in computer applications such as spreadsheets
and databases, or if you want to import data from another handheld,
you can transfer the data to your handheld without having to key it in
manually. Save the data in one of the file formats listed below, import
it into Palm Desktop software, and then perform a HotSync operation
to transfer the data to your handheld.
Palm Desktop software can import data in the following file formats:
■ Comma delimited (.csv, .txt): Address Book and Memo Pad only
■ Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
■ CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■ Date Book archive (.dba)
■ Address Book archive (.aba)
■ To Do List archive (.tda)
■ Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use
the archive file formats to share information with other people who
®
use Palm OS
handhelds or to create a copy of your important Palm
Desktop information.
To import data:
1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category
names, do the following:
Chapter 2 Page 41
Select All in the Category box.
Be sure that the same categories that appear in the imported file
also exist in the application. If the categories do not exist, create
them now; otherwise, the records are imported into the Unfiled
category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
7. To import data into the correct Palm Desktop fields, drag fields in
the left-hand column so that they are opposite the corresponding
imported field on the right.
8. If you do not want to import a field, deselect the check box for that
field.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your handheld, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing and
exporting data.
Page 42 Entering Data in Your Palm VII™ Handheld
Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your
Palm VII™ handheld, how to change application settings so they are
personalized to your work methods, and how to categorize
applications so you view them in related groups.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon .
Selecting applications
Your handheld is equipped with a variety of applications. All the
applications installed on your handheld appear in the Applications
Launcher. See “Opening applications” in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or
press an application button on the front panel of your handheld to
switch to another application. Your handheld automatically saves
your work in the current application and displays it when you return
to that application.
Categorizing applications
The category feature enables you to manage the number of application
icons that appear onscreen in the Applications Launcher. You can
assign an application to a category and then display a single category
or all of your applications.
Chapter 3 Page 43
To categorize an application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Category.
4. Tap the pick list next to each application to select a category.
Tip: To create a new category, tap Edit Categories from the
pick list. Tap New, enter the category name, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon .
2. Do one of the following:
Tap the Applications icon repeatedly to cycle through all your
categories.
Tap the pick list in the upper-right corner of the screen and select the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. As an alternative, you can choose to show a list of applications.
You can also choose to view the same category of applications each
time you open the Applications Launcher.
Page 44 Managing Your Applications
To change the Applications Launcher display:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Choosing preferences
You can set options that affect an entire application in the
application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
Note: Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3 Page 45
Installing and removing applications
This section explains how to install and remove applications on your
handheld and how to remove Palm™ Desktop organizer software
from your computer.
Installing add-on applications
Your handheld comes with the Date Book, Address Book, To Do List,
Memo Pad, Expense, Calculator, and Mail applications installed and
ready to use.
Your handheld also contains several built-in web clipping
applications; so after you activate the wireless communication service,
you have immediate access to Internet information.
The CD-ROM containing Palm Desktop software also contains many
more web clipping applications. You can transfer these to your
computer at the same time that you install the software. These web
clipping applications are stored in the Add-on folder, and you can add
them to your handheld using the Install Tool.
You can also install additional applications on your handheld, such as
games and other software, including more web clipping applications.
Many third-party applications are available for your handheld. The
web site
applications.
http://www.palm.net has more information about these
Note: Any game or application that you install on your handheld
resides in RAM memory; you can delete it at any time. See
“Removing applications” later in this chapter for more
information.
With the Install Tool and HotSync
software on your handheld.
To install add-on software on your handheld:
1. Using your desktop computer, copy or download the application
you want to install into the Add-on folder in your Palm Desktop
directory.
Note: If the software you download is compressed, you need to
decompress it into this folder. If you prefer to place the
application into another folder, you need to navigate to
that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
Page 46 Managing Your Applications
®
technology, you can easily install
3. Click Install.
Tip: You can also access the Install Tool dialog box by
selecting Install Tool from the Palm Desktop program
group or by double-clicking any file with a PDB, PRC,
PNC, or PQA file extension.
4. In the User drop-down list, select the name that corresponds to
your handheld.
Chapter 3 Page 47
5. Click Add.
To see a list of just the web clipping applications that are on
your computer, in Files of type, select the option for files with
the PQA extension.
6. Select the application(s) that you want to install on your handheld.
7. Click Open.
Note: Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
removes it from the list of applications to install.)
8. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Exchanging and updating data: HotSync
operations” in Chapter 4 for details.
By default, web clipping applications appear on your handheld in the
Palm.Net category of the Applications Launcher.
Installing games
The CD-ROM also includes several games that you can install with the
Install Tool:
■ Giraffe
■ HardBall
■ MineHunt
■ Puzzle
■ SubHunt
During Install, these games are automatically copied to the \Add-on
folder in your Palm Desktop directory on your computer.
Page 48 Managing Your Applications
Note: Giraffe is a fun, easy way for you to practice Graffiti
®
writing.
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
Removing applications
In the event that you run out of memory or decide that you no longer
need an application you installed, you can remove applications from
your handheld. You can remove only add-on applications, patches,
and extensions that you install; you cannot remove the applications
that reside in the ROM portion of your handheld.
To remove an add-on application:
1. Tap the Applications icon .
2. Tap the Menu icon .
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Chapter 3 Page 49
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove
it from your computer.
To remove Palm Desktop software:
1. From the Windows Start menu, choose Settings, and then Control
Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop software.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
CD-ROM if you want to synchronize data with another PIM.
In the Setup Type dialog box, select Custom; then deselect all
options except the HotSync option.
Security
Your handheld comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
See “Protection of your wireless transactions” in Chapter 5 for
information about the security of the Palm.Net™ network.
In Security, you can do the following:
■ Lock and turn off your handheld so that it does not operate until
you enter the correct password.
■ Mask all records that you mark as private so the information
appears greyed out.
■ Hide all records that you mark as private so they do not appear on
any screen.
You can mask and hide private records with or without a password.
Without a password, private records are hidden or masked until you
set the Security application to show them. With a password, you must
enter the password to view the private entries. See “Making records
private” in Chapter 4 for information on making records private.
Assigning a password
You can assign a password to protect your private records and to lock
your handheld.
Page 50 Managing Your Applications
To assign a password:
1. Tap the Applications icon .
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
Tap here
5. Tap OK.
6. Enter the same password a second time, and tap OK.
Changing or deleting a password
Once you define a password for your handheld, you can change or
delete it at any time. You must enter the current password before you
can change or delete it.
To change or delete your password:
1. Tap the Password box.
2. Enter the current password.
Tap here
3. Tap OK.
4. Do one of the following:
Chapter 3 Page 51
To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Locking your handheld
You can also lock your handheld so that you need to enter your
password to operate it.
Important: If you lock your handheld, you must enter the exact
password to re-activate your handheld. If you forget the
password, you need to perform a hard reset to resume
using your handheld. Performing a hard reset deletes all
the records in your handheld; however, you can restore
all synchronized data at the next HotSync operation. See
“Performing a hard reset” in Appendix A for information
about how to perform a hard reset.
To lock your handheld with a password:
1. Perform a HotSync operation to synchronize the data between
your handheld and your computer. See “Exchanging and updating
data: HotSync operations” in Chapter 4 for information on
synchronizing your data.
2. Assign a password.
3. Tap Lock & Turn Off.
Tap Lock &
Turn Off
4. Tap Off & Lock.
5. To start your handheld, turn it on and then enter the password.
Page 52 Managing Your Applications
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password from your handheld. Deleting
a forgotten password also deletes all entries and files marked as
Private.
Important: If you synchronize with your computer before deleting a
forgotten password, your handheld restores your private
entries the next time you perform a HotSync operation,
but it does not restore the password.
To delete a forgotten password:
1. Tap Lost Password.
2. Tap Yes.
Chapter 3 Page 53
Page 54 Managing Your Applications
Chapter 4
Using Your Basic Applications
Your Palm VII™ handheld includes these basic applications:
■ Date Book
■ Address Book
■ To Do List
■ Memo Pad
■ Calculator
■ Expense
See Chapter 5 for information on web clipping applications and the
®
iMessenger
application. See Chapter 6 for information on Mail.
This chapter is divided into three sections:
■ “Overview of basic applications” briefly describes each
application and explains how to open it.
■ “Common tasks” gives instructions on how to do tasks that you
can do in most or all of the basic applications. It’s easy to transfer
what you learn in one application to the others because the
structure and behavior of all the applications are quite similar.
■ “Application-specific tasks” is organized by application and gives
instructions on how to do tasks that are specific to each
application.
Chapter 4 Page 55
Overview of basic applications
Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of activity associated with a time and date.
In Date Book, you can do the following:
■ Enter a description of your appointment and assign it to a specific
time and date.
■ Display a chart of your appointments for an entire week. The
Week View makes it easy to spot available times and any potential
scheduling overlaps or conflicts.
■ Display a monthly calendar to quickly spot days where you have
morning, lunch, or afternoon appointments.
■ Display an agenda showing appointments, untimed events, and
your To Do items for the day.
■ Set an alarm to sound prior to the scheduled activity.
■ Create reminders for events that are based on a particular date,
rather than time of day. Birthdays and anniversaries are easy to
track with your handheld.
■ Attach notes to individual events for a description or clarification
of the entry in your Date Book.
To open Date Book:
■ Press the Date Book application button on the front panel of your
handheld. Date Book opens to today’s schedule.
Date Book button
Note: Press the Date Book application button repeatedly to cycle
through the Day, Week, Month, and Agenda views.
Page 56 Using Your Basic Applications
Address Book
Address Book enables you to keep names, addresses, phone
numbers, and other information about your personal or
business contacts.
In Address Book, you can do the following:
■ Quickly look up or enter names, addresses, phone numbers, and
other information.
■ Enter up to five phone numbers (home, work, fax, mobile, etc.) or
e-mail addresses for each name.
■ Define which phone number appears in the Address list for each
Address Book entry.
■ Attach a note to each Address Book entry, in which you can enter
additional information about the entry.
■ Assign Address Book entries to categories so that you can
organize and view them in logical groups.
To open Address Book:
■ Press the Address Book application button on the front panel of
your handheld. Address Book opens to display the list of all your
records.
Address Book button
Note: Press the Address Book application button repeatedly to cycle
through the categories in which you have records.
Chapter 4 Page 57
To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■ Make a quick and convenient list of things to do.
■ Assign a priority level to each task.
■ Assign a due date for any or all of your To Do List items.
■ Assign To Do List items to categories so that you can organize and
view them in logical groups.
■ Sort your To Do List items either by due date, priority level, or
category.
■ Attach notes to individual To Do List items for a description or
clarification of the task.
To open To Do List:
■ Press the To Do List application button on the front panel of your
handheld. To Do List opens to display the category of items you
last viewed.
To Do List button
Note: Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
Page 58 Using Your Basic Applications
Memo Pad
Memo Pad provides a place to take notes that are not associated
with records in Date Book, Address Book, or To Do List.
In Memo Pad, you can do the following:
■ Take notes or write any kind of message on your handheld.
■ Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
organizer software and HotSync
■ Assign memos to categories so that you can organize and view
them in logical groups.
■ Write down phone numbers and other types of information. Later,
you can copy and paste this information to other applications.
To open Memo Pad:
■ Press the Memo Pad application button on the front panel of your
handheld. Memo Pad opens to display the last Memo Pad screen
that you viewed.
®
technology.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, and division.
In Calculator, you can do the following:
■ Perform basic calculations.
■ Store and retrieve values.
Chapter 4 Page 59
■ Display the last series of calculations, which is useful for
confirming a series of “chain” calculations.
To open Calculator:
■ Tap the Calculator icon next to the Graffiti
®
writing area.
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your computer.
In Expense, you can do the following:
■ Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
■ Assign expense items to categories so that you can organize and
view them in logical groups.
■ Keep track of vendors (companies) and people involved with each
particular expense.
■ Log miles traveled for a particular date or expense category.
■ Sort your expenses by date or expense type.
■ Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft
Excel is not included in the Palm VII™ handheld package.)
To open Expense:
1. Tap the Applications icon .
2. Tap the Expense icon .
Page 60 Using Your Basic Applications
Common tasks
The tasks described in this section use the term “records” to refer to an
individual item in any of the basic applications: a single Date Book
event, Address Book entry, To Do List item, Memo Pad memo, or
Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book only: Select start and end times for your appointment
and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address Book and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it
automatically.
Editing records
After you create a record, you can change, delete, or enter new text at
any time. Two screen features tell you when your handheld is in
editing mode:
■ A blinking cursor
■ One or more edit lines
Blinking cursor
Edit line
Chapter 4 Page 61
Entering text
For information on how to enter text using Graffiti writing, the
onscreen keyboard, or the keyboard attached to your computer, see
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands 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 black).
Note: You can also double tap to select a word, or triple tap to
select a line of text.
You can also drag across the text to select additional
words, or drag down to select a group of lines.
The following commands may appear in an Edit menu:
Undo
Reverses the action of the last edit command. For
example, if you used Cut to remove text, Undo
restores the text you removed. Undo also reverses
deletions done by using backspace.
Cut
Removes the selected text and stores it temporarily
in the memory of your handheld. You can paste the
text you cut into another area of the current
application or into a different application.
Copy
Copies the selected text and stores it temporarily in
the memory of your handheld. You can paste the text
that you copy into another area of the current
application or into a different application.
Paste
Inserts the text that you cut or copied at the selected
point in a record. The text you paste replaces any
selected text. If you did not previously cut or copy
text, Paste does nothing.
Select All
Selects all of the text in the current edit line, record,
or screen. This enables you to cut or copy all of the
text and paste it elsewhere.
Page 62 Using Your Basic Applications
Copy Page
Copies the first 4,000 bytes of a clipping or page in a
web clipping application. See “Saving information
from a web clipping application” in Chapter 5.
Keyboard
Opens the onscreen keyboard. When you finish with
the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti character
strokes. Use this command anytime you forget a
stroke for a character.
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of
the deleted item to an archive file in Palm Desktop software, be
sure that the check box is checked. If you don’t want to save a copy,
tap the check box to remove the check.
4. Tap OK.
If you save a copy of the item, your handheld transfers it to an archive
file on your desktop the next time you perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
■ In the application’s Details dialog box, tap Delete, then tap OK.
■ Delete the text of the record.
Note: In Date Book, you can choose to delete the text of the
current repeating event, current and future events, or all
instances of that event.
Chapter 4 Page 63
Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll
accumulate records in these applications that have outlived their
usefulness. For example, events that occurred months ago remain in
the Date Book, and To Do List items that you marked as completed
remain in the list, as do Expense items.
Note: The To Do preferences control which To Do List items appear.
See “To Do Show Options” later in this chapter for more
information.
All these outdated records take up memory on your handheld, so it’s
a good idea to remove them by using Purge. If you think Date Book or
To Do List records might prove useful later, you can purge them from
your handheld and save them in an archive file.
Purging is also available in the iMessenger application (see Chapter 5)
and in Mail (see Chapter 6).
Purging is not available in Address Book or Memo Pad. You must
delete unneeded records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon .
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book: Tap the pick list and select how old a record must be
to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged
records to an archive file on your desktop, be sure that the check
box is checked. If you don’t want to save a copy, tap the check
box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your handheld
transfers them to an archive file on your desktop the next time you
perform a HotSync operation.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
Page 64 Using Your Basic Applications
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — the data on your handheld and Palm Desktop
software. Changes you make on your handheld or Palm Desktop
software appear in both places after a HotSync operation. HotSync
technology synchronizes only the needed portions of files, thus
reducing synchronization time.
You can synchronize your data either directly or indirectly. Direct
methods include placing your handheld in the cradle attached to your
computer, or using infrared communications. Indirect methods
include using a modem, or via a network using the network HotSync
technology. See Chapter 7 for information about performing HotSync
operations via a modem, network, or IR port.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information in your Palm Desktop software. After you enter this
information and synchronize, the HotSync Manager recognizes your
handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a
group of users, you may want to create a user profile. See “Creating a
user profile” in Chapter 7 before performing the following steps.
Important: You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed the Palm
Desktop software. If you have not installed this software, See “Palm
Desktop organizer software” in Chapter 1 for instructions.
Chapter 4 Page 65
To perform a local HotSync operation:
1. Insert your handheld into the cradle.
Tip: The bottom edge of the handheld should align smoothly
with the cradle when it is inserted properly.
2. If the HotSync Manager is not running, start it: on the Windows
desktop, click Start, and then choose Programs. Navigate to the
Palm Desktop software program group and choose HotSync
Manager. Alternatively, you can start the Palm Desktop software
which automatically opens the HotSync Manager.
3. Press the HotSync button
Page 66 Using Your Basic Applications
on the cradle.
Important: The first time you perform a HotSync operation, you
must select a user name in the New User dialog box and
click OK. Every handheld must have a unique name. To
prevent loss of a user’s records, never try to synchronize
more than one handheld to the same user name.
The HotSync dialog box appears and synchronization begins.
4. Wait for a message on your handheld indicating that the process is
complete.
After the HotSync process is complete, you can remove your
handheld from the cradle.
Categorizing records
Categorize records in the Address Book, To Do List, Memo Pad, and
Expense applications so that they are grouped logically and are easy
to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your handheld automatically places it in
the category that is currently displayed. If the category is All, your
handheld assigns it to the Unfiled category. You can leave an entry as
Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and
Personal.
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 in each application.
Chapter 4 Page 67
Address Book contains the QuickList user-defined category, in which
you can store the names, addresses, and phone numbers you might
need in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to
show how you might sort your expenses according to different
business trips.
Note: The illustrations in this section come from Address Book, but
you can use these procedures in all the applications in which
categories are available.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
Note: In Address Edit and Memo you can tap the category name in
the upper-right corner of the screen and select a new category
for the item.
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list
screen.
Page 68 Using Your Basic Applications
Tap here
Note: In the Date Book Agenda view, the pick list is in the upper
right of the To Do list.
2. Select the category you want to view.
The list screen now displays only the records assigned to that
category.
Tip: Pressing an application button on the front panel of the
handheld toggles through all the categories of that application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen or
list.
Tap here
2. Tap Edit Categories.
3. Tap New.
Chapter 4 Page 69
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen or
list.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
Page 70 Using Your Basic Applications
5. Tap OK.
Tip: You can group the records in two or more categories into one
category by giving the categories the same name. For example,
if you change the name of the Personal category to Business,
all records formerly in the Personal category appear in the
Business category.
Finding records
Your handheld offers several ways to find information quickly:
■ All applications: Find locates any text that you specify, always
starting with the current application.
■ Date Book, To Do List, Memo Pad: Phone Lookup displays the Address
list screen and lets you add the information that appears in this list
to a record.
■ Address Book: The Look Up line lets you enter the first letters of a
name to scroll immediately to that name.
■ Expense: Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list
of attendees associated with an Expense record.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel
of the handheld makes it easy to navigate among your address entries.
■ In the Address list screen, the scroll button moves up or down an
entire screen of records. If you hold down the scroll button, you
accelerate the scrolling and display every third screen.
■ In the Address View screen, the scroll button moves to the
previous or next address record.
You can also use the Address list Look Up feature to quickly scroll to
any of your Address Book entries.
Chapter 4 Page 71
To look up an Address Book record:
1. Display the Address list screen.
2. 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.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any application
except web clipping applications.
To use Find:
1. Tap the Find icon .
Tip: If you select text in an application before you tap Find, the
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find.
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.
Page 72 Using Your Basic Applications
During the search, you can tap Stop at any time if the entry you
want appears before your handheld finishes the search. To continue the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address list screen and lets you add
information from that list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert information. It can
®
be in Date Book, To Do List, Memo Pad, Mail, or iMessenger
.
2. Tap the Menu icon .
3. Tap Options, and then tap Phone Lookup.
4. 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, or when you see the name, tap it. Note that in Mail and
iMessenger, only names with e-mail addresses appear.
Chapter 4 Page 73
5. Tap Add.
The name you selected, along with the other information associated
with it, is pasted into the record you selected in step 1. In Mail and
iMessenger, Phone Lookup inserts only the e-mail address.
Phone Lookup tips
Write the Graffiti Command stroke /L to activate the Phone Lookup
feature. You can also activate it in the following circumstances:
■ While entering text: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the
Graffiti characters for “Wi” and then the Phone Lookup
Command stroke /L.
Assuming you have only one Address Book record that begins
with “Wi,” your handheld inserts the full name “Fred Williams”
(and its associated information). If you have more than one name
that begins with “Wi,” the Phone Lookup screen appears and
highlights the first record that begins with “Wi.”
■ For selected text: Drag to highlight the text, and then write the Phone
Lookup Command stroke /L. Your handheld replaces the selected
text and adds the name and its associated information.
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
3. Tap Who.
Page 74 Using Your Basic Applications
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your
Address Book that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the
application. Sorting is available in applications that have list screens:
Address Book, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application to display the list screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.
To sort records in Address Book and Memo Pad:
1. Open the application to display the list screen.
2. Tap the Menu icon .
3. Tap Options, and then tap Preferences.
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Address Book Memo Pad
4. Do one of the following:
Address Book: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Memo list manually, tap and drag a memo to a new
location in the list.
Note: To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your handheld, open
Memo Pad in Palm Desktop software and click List by. Then
select Order on handheld.
Making records private
In all basic applications except Expense and Mail, you can make
individual records private. Private records remain visible and
accessible, however, until you select the Security setting to hide or
mask all private records. See “Security” in Chapter 3 for more
information.
Hiding or masking private records
You can hide or mask all records that you mark as private. Masked
records appear as grey placeholders in the same position they would
appear if they were not masked, and are marked with a lock icon.
Hidden records disappear completely from the screen. If you define a
password for your handheld, you must enter it to display private
records.
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To hide all private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap the Current Privacy pick list and select Hide Records.
Tap Hide
Records
4. Tap OK to confirm that you want to hide private records.
To mask all private records:
1. Tap the Applications icon .
2. Tap Security.
3. Tap the Current Privacy pick list and select Mask Records.
Tap Mask
Records
4. Tap OK to confirm that you want to mask private records.
Chapter 4 Page 77
To display private records:
1. Do one of the following:
Tap the Applications icon , tap Security, then tap the Cur-
rent Privacy pick list and select Show Records.
If you do not have a password, hidden and masked records be-
come visible.
If you have a password, the Show Private Records dialog box
appears. Go to step 2.
Tap Sh ow
Records
2. Enter your password and then tap OK.
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a
record. A note can be up to several thousand characters long. For
example, for an appointment in Date Book, you can attach a note with
directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
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6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon .
To delete a note:
1. Tap the Note icon .
2. Tap Delete.
3. Tap Yes.
Choosing fonts
In all basic applications except Expense, you can change the font style
to make text easier to read. You can choose a different font style for
each application.
Small font Large font
Bold font
Chapter 4 Page 79
To change the font style:
1. Open an application.
2. Tap the Menu icon .
3. Tap Options, and then tap Font.
4. Tap the font style you want to use.
Tap here for small font
5. Tap OK.
Tap here for bold font
Tap here for large font
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Application-specific tasks
Date Book
When you open Date Book, the screen shows the current date and a
list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind
of activity that you associate with a day. You can enter a new event on
any of the available time lines.
When you schedule an event, its description appears on the time line,
and its duration is automatically set to one hour. You can easily
change the start time and duration for any event.
Note: It’s possible to schedule events that overlap, but Date Book
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
You can also schedule a repeating event, such as a weekly meeting,
and continuous events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
Chapter 4 Page 81
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 7. If the event is longer or
shorter than an hour, tap the time of the event to open the Set Time
dialog box.
Tap the
time of an
event
Tip: You can also open the Set Time dialog (to select a start
time) by making sure no event is selected, and then
writing a number on the number side of the Graffiti
writing area.
4. Do one of the following:
Tap the time columns on the right side of the Set Time dialog to
set the Start Time, 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 Date Book preferences.
Start Time
highlighted
Tap to automatically
fill the start and end
times
Tap to scroll to
earlier hours
Tap to change
hours
Tap to change
minutes
Tap to scroll to
later hours
5. Tap OK.
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6. Tap a blank area of the screen to deselect the event. A vertical line
appears next to the time, indicating the duration of the event.
Note: If an event has the same start and end time, the time only
appears once.
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.
Previous
week
Next
week
Tap to select a day of
the current week
Tip: You can also use the scroll button on the front panel of
your handheld to move forward or backward one day at
a time.
■ 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 Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip: In the Go to Date dialog box, you can also use the scroll
button on the front panel of the handheld to move
forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
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To schedule an untimed event:
1. Select the date that you want for the event as described in “To
schedule an event for another day.”
2. Tap New.
3. Tap OK, so that no start or end times are defined for the new event.
Tip: You can also create a new untimed event by making sure
no event is selected and then writing letters in the Graffiti
writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
Note: If you create an event and decide later that there is no
particular start or end time, you can easily change it to an
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
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Rescheduling an event
You can easily make changes to your schedule with your handheld.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in
your Date Book. You can set an alarm to sound minutes, hours, or
days before an event. The default Alarm setting is 5 minutes before the
time of the event, but you can change this to any number of minutes,
hours, or days.
When you set an alarm, this icon appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
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 OK.
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7. When the reminder message appears on screen, 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. The reminder message appears again five minutes after
you tap Snooze.
Alarm for untimed events: You can set a silent alarm for an untimed event.
In this case, the alarm triggers at the specified period of minutes,
hours, or days before midnight (beginning) of the day of the untimed
event. No audible alarm sounds for an untimed event; instead, the
reminder message appears onscreen.
For example, you set an alarm for an untimed event that occurs on
February 4th. If the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3rd. The reminder
remains onscreen until you turn on your handheld and tap OK to
dismiss it.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular
intervals or extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually.
Another example is a weekly guitar lesson that falls on the same day
of the week and the same time of day.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1. Tap the event.
Typically, a continuous event is an untimed event.
2. Tap Details.
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3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often the event repeats.
For a continuous event, tap Day.
5. Enter a number that corresponds to how often you want the event
to repeat on the Every line.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date for the repeating or continuous event, tap
the End on pick list and tap Choose Date. Use the date picker to
select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon
appears to the far right of the event.
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as
deleting or adding notes, or changing the time of an event, you can
decide which of the events you want to change; all events in the series,
just the current event, or the current and future events.
To delete repeating events:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Tap Record, and then tap Delete Event.
4. Do one of the following:
Chapter 4 Page 87
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 OK.
Considerations for repeating or continuous events: Keep the following points
in mind.
■ If you change the start date of a repeating event, your handheld
calculates the number of days you moved the event. Your
handheld then automatically changes the end date to maintain the
duration of the repeating event.
■ If you change the repeat interval (e.g., daily to weekly) of a
repeating event, past occurrences (prior to the day on which you
change the setting) are not changed, and your handheld creates a
new repeating event.
■ If you change the date of an occurrence of a repeating event (e.g.,
from January 14th to January 15th) and apply the change to all
occurrences, the new date becomes the start date of the repeating
event. Your handheld adjusts the end date to maintain the
duration of the event. If you apply the change to current and
future occurrences, past occurrences are not changed.
■ If you change other repeat settings (e.g., time, alarm, private) of a
repeating event and apply the change to all occurrences, your
handheld creates a new event. The start date of this new event is
the day on which the setting is changed. Past occurrences (prior to
the day of the change) are not changed.
■ If you apply a change to a single occurrence of a repeating event
(e.g., time), that occurrence no longer shows the Repeat icon .
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Changing the Date Book view
In addition to displaying the time list for a specific day, you can also
display a whole week, a month, or an agenda. You can also display the
current time.
To cycle through Day, Week, and Month views:
■ Press the Date Book application button repeatedly to display the
next view.
■ Tap the appropriate view icon in the lower-left corner of Date
Book.
To display the current time:
1. Tap and hold the stylus on the date bar to display the current time.
Tap and hold the date Current time displays
2. Drag the stylus below the title area and then lift it to redisplay the
date.
Working in Week View: Week View shows the calendar of your events for
an entire week. This view lets you quickly review your appointments
and available time slots. In addition, the graphical display helps you
spot overlaps and conflicts in your schedule.
To display the Week View:
1. Tap the Week View button.
Week View
2. Tap the navigation controls to move forward or backward a week
at a time, or tap a column to display details of an event.
Note: The Week View also shows untimed events and events
that are before and after the range of times shown.
Chapter 4 Page 89
Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View: Keep the following points in mind.
■ To reschedule an event, tap and drag the event to a different time
or day.
■ Tap a blank time on any day to move to that day and have the time
selected for a new event.
■ Tap any day or date that appears at the top of the Week View to
move directly to that day without selecting an event.
■ The Week View shows the time span defined by the Start Time
and End Time in the Date Book 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.
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Spotting event conflicts
With the ability to define specific start and end times for any event, it’s
possible to schedule events that overlap (an event that starts before a
previous event finishes).
An event conflict (time overlap) appears in the Week View as
overlapping bars. The Day View displays overlapping brackets to the
left of the conflicting times.
Event
conflicts
Working in Month View
The Month View screen shows which days have events scheduled.
Dots and lines in the Month View indicate events, repeating events,
and untimed events.
Previous/next month
Dashed line indicates continuous event
Dots on right side indicate events
Dots below date indicate untimed events
Month View button
You can control the dots and lines that appear in the Month View. See
“Options menu” at the end of this section on Date Book.
Chapter 4 Page 91
Tips for using Month View: Keep the following points in mind.
■ Tap a day in the Month View to display that day in the Day View.
■ Tap the scroll arrows in the upper-right corner to move forward or
backward a month.
■ Tap Go to in order to open the date selector and select a different
month.
■ Use the scroll button on the front panel of your handheld to move
between months. Press the upper half of the button to display the
previous month, the lower half to display the next month.
Working in Agenda View
The Agenda view shows you your untimed events, appointments, and
To Do List items in one screen. When you tap an untimed event or
appointment in the Agenda view, the Day view appears so you can
see more detailed information about the event. You can tap the check
box next to a To Do List item to mark it complete. When you tap a To
Do List item, your To Do List appears.
Note: The To Do List items that appear and how you can change
them depends on the settings in your To Do preferences. See
“To Do Show Options” later in this chapter for more
information.
To display the Agenda View:
1. Tap the Agenda View button.
Agenda View
2. Tap the navigation controls to move forward or backward a day at
a time, or to display more events and To Do List items.
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