Palm Zire Zire, P80707US - Zire - OS 4.1 16 MHz, Zire Handbook

Download

Handbook for

Palm

™

Zire

™

Handheld

Copyright © 2002 Palm, Inc. All rights reserved. Graffiti, HotSync, and Palm OS are registered trademarks of Palm, Inc. The HotSync logo, Palm, Palm Powered, the Palm logo, and Zire are trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of their respective owners.

Disclaimer and Limitation of Liability

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

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

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

Software Download Available

Palm™ Desktop software is supplied on a CD-ROM disc. Check versions of the software.

www.palm.com

for updates and new

PN: 406-4455A-US

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1: Setting Up Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

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

Step 4: Install Palm Desktop software and perform a HotSync operation . . . . 5

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrading from another Palm OS handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Zire handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Locating top components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using your handheld with a PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Graffiti writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

iii

Contents

The Graffiti® alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

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

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Importing data from a Mac . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

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

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

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

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

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Contents

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Changing address entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Performing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Calculator menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter 7: Using Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Setting an alarm for an untimed event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Changing repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Considerations for repeating or continuous events . . . . . . . . . . . . . . . . . . . 84

Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Date Book menus, preferences, and display options . . . . . . . . . . . . . . . . . . . . . 89

Contents

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

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

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

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

Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

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

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

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

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

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

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

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

Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

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

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Clearing a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

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

Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 12: Using Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Contents

Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Chapter 14: Performing HotSync

Operations . . . . . . . . . . . . . . . . . . . . . 123

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Performing cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 132

Configuring HotSync Manager for infrared communication . . . . . . . . . . 133

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Remote HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Selecting the conduits for a remote HotSync operation . . . . . . . . . . . . . . . 138

Performing a remote HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Performing the first HotSync operation with a user profile . . . . . . . . . . . 141

Chapter 15: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 143

Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Configuring an IR to phone connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 148

vii

Contents

General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

On while charging settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Network preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Entering a username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 157

Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

viii

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 167

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 173

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Contents

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 185

Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Product Regulatory and Safety Information . . . . . . . . . . . . . . . . . . . . . . . . 187

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Contents

About This Book

Welcome to the Palm™ Zire™ 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 your handheld and the applications that come with it.

It walks you through:

■ Identifying your handheld’s features

■ Viewing and entering data

■ 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 your handheld.

About This Book

This chapter explains how to charge and set up your handheld, install Palm™ Desktop software on your desktop computer, and perform a HotSync operation. It also lists system requirements.

If you are upgrading from another Palm OS

another Palm OS handheld” later in this chapter.

Step 1: Charge your handheld

Plug the power adapter into an electric outlet, and connect the adapter to your handheld. Charge the handheld for three hours. Then connect it to the power adapter for a few minutes each day to recharge the battery to full capacity. See “Battery considerations” in Appendix A for more information.

CHAPTER 1

Setting Up Your Handheld

handheld, see “Upgrading from

Chapter 1 Setting Up Your Handheld

Step 2: Set up your handheld

Detach the power adapter from the handheld. Press the power button. Remove the stylus and use it to complete Setup on your handheld.

Step 3: Connect the HotSync cable

Connect the HotSync cable to your handheld and your computer.

To connect the HotSync cable:

1. Plug the USB connector on the cable into a USB port on your computer.

2. Plug the other end into the connector on the handheld.

Step 4: Install Palm Desktop software and perform a HotSync operation

To install software:

■ Put the Palm Desktop CD into your computer’s CD-ROM or DVD drive and

follow the onscreen installation instructions.

Windows: If the CD does not start automatically, double-click the autorun.exe file found on the CD. Some systems may require administrator rights to install software.

Mac: Double-click the CD-ROM icon that appears on the desktop. Then double-click the Palm Desktop Installer.

To perform a HotSync operation:

■ Tap the Favorite icon when prompted by the Install program.

System requirements

To install and operate Palm Desktop software on the enclosed CD-ROM, your computer system must meet the following requirements:

Minimum requirements: Windows

■ Windows 98/Me/2000 Professional/XP Home/XP Professional

■ 50MB available hard disk space

■ VGA monitor or better (the Quick Tour requires video resolution of 800x600 and

256-color video display; for best results, use High Color:16 bit)

Chapter 1 Setting Up Your Handheld

■ CD-ROM or DVD drive (Palm Desktop software is supplied on a CD-ROM disc.

Check

■ One available USB port

■ Mouse or equivalent

www.palm.com

Minimum requirements: Mac

■ Apple Macintosh or compatible with a PowerPC processor

■ Mac OS version 9.0 or higher with 12MB RAM or

Mac OS X, version 10.1.2 or higher

■ 25MB available hard disk space

■ CD-ROM or DVD drive (you can also download the Palm Desktop software

www.palm.com

from

■ One available USB port

■ Mouse or equivalent

for updates and new versions of the software.)

)

Upgrading from another Palm OS handheld

If you already own a Palm OS handheld:

1. Perform a HotSync operation using your old handheld and cradle/cable. This

ensures all data on your handheld is on your desktop computer.

2. (Optional) You may want to create a copy of your old Palm Desktop software

folder and its contents before installing your new Palm Desktop software. For information on how to do this, see

3. Follow the directions earlier in this chapter to set up your new handheld. You

must install the version of Palm Desktop software that comes with your new handheld.

4. After you perform a HotSync operation using your new handheld, rename your

old handheld. To prevent unexpected results during HotSync operations, each handheld must have a unique name. We recommend that you perform a hard reset on your old handheld and then rename it. See “Performing a hard reset” in Appendix A for details.

www.palm.com/support

Congratulations!

You’ve set up your handheld and installed Palm Desktop software. For comprehensive information about using your handheld, continue reading this electronic Handbook.

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

■ The Windows tutorial for Palm Desktop software, Quick Tour. To access this

tutorial, go to the Help menu in Palm Desktop software and choose Quick Tour.

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

Help menu in Palm Desktop software.

■ The electronic Palm Desktop software for the Macintosh User’s Guide. To access this

guide, open the Palm folder, and then open the Documentation folder. Double-click the file Handbook.pdf.

For more information about using your handheld, see the Basic Skills tutorial.

To open the Basic Skills tutorial:

1. Tap the Home icon .

Congratulations!

2. Tap the Welcome icon .

3. Follow the onscreen instructions to complete Setup.

4. Tap Basic Skills.

Chapter 1 Setting Up Your Handheld

CHAPTER 2

Exploring Your Handheld

Palm™ Zire™ handhelds will help you stay organized and on time, and keep up with daily tasks while you are away from your desk. Use your new handheld to do the following:

■ Enter your schedule in Date Book

■ Keep all your contact names, addresses, and phone numbers in Address Book

■ Prioritize and assign your tasks a due date in To Do List

■ Jot quick notes directly on the screen in Note Pad

■ Keep track of expenses using Expense

■ Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule

and remind yourself of appointments and notes

■ Synchronize your data with Palm™ Desktop software on your Windows or

Mac computer to keep your data safe

■ Beam information to another device that has an IR (infrared) port.

Chapter 2 Exploring Your Handheld

Zire handheld components

Take a few minutes to familiarize yourself with the features of your handheld.

Locating front panel controls

Screen

Scroll buttons/ Clock control

Power button

Graffiti writing area

Screen

Scroll buttons/ Clock control

Graffiti® writing area

Power button

Application buttons

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

Displays text and other information that extends beyond the handheld screen area.

When your handheld is on, pressing the lower button scrolls down to view information below the viewing area, and pressing the upper button scrolls up to view information above the viewing area.

When your handheld is off, pressing the upper button displays the time.

The area where you write letters and numbers using the Graffiti

alphabet. See Chapter 3 to learn how to write Graffiti

characters.

Turns your handheld on or off. If your handheld is turned off, pressing the power button turns the handheld on and returns you to the last screen you viewed.

If your handheld is turned on, pressing the power button turns the handheld off.

Zire handheld components

Application buttons

Locating back panel components

Stylus

Reset button

Activates the individual handheld applications that correspond to the icons on the buttons: Date Book and Address Book. If your handheld is turned off, pressing either application button activates the handheld and opens the corresponding application. This is the fastest way to open an application.

See “Buttons preferences” in Chapter 15 for details on

TIP

reassigning these buttons to activate any application on your handheld.

Stylus

Reset button

Serves as a pointing and writing device for navigating through applications and entering data on your handheld. To use the stylus, slide it out of the storage slot and hold it as you would a pen or pencil.

Under normal use, you should not have to use the reset button. See “Resetting your handheld” in Appendix A for information about when and how to use the reset button.

Chapter 2 Exploring Your Handheld

Locating top components

AC power connector

USB connector

IR port

USB connector

AC power connector

Using the protective flip cover

The flip cover protects your handheld screen when it is not in use. You can open the cover so that it rests on the back of your handheld, or remove it altogether.

To attach the cover:

■ Align the rail with the groove on the back of your handheld, and slide the cover

into place.

Uses infrared technology to transmit data to and receive data from other Palm OS

handhelds, and to perform HotSync

operations. See “Beaming data” in Chapter 3 and see “IR

HotSync operations” in Chapter 14 for more information.

Connects your handheld to the cable which connects to the USB port of your computer. This allows you to update the information between your handheld and computer using HotSync technology.

Connects your handheld to an electric outlet so you can charge your handheld.

To remove the cover:

1. Open the cover and grasp the back flap.

2. Gently slide the cover to one side until the rail slides out from the groove on the

back of your handheld. Do not pull the rail out of the groove.

Using your handheld with a PIM

Your handheld comes with a personal information manager (PIM), Palm Desktop software. 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. The conduit for Microsoft Outlook is included on the Palm Desktop software CD-ROM (Windows only). For information on the availability of conduit software for the PIM you use, contact the vendor of your PIM or visit the web site

Elements of the handheld interface

Using your handheld with a PIM

www.palm.com

Menu bar

Icons

Menu bar

Contrast control

Clock

Icons

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

Tap the icons to do the following:

■ Open applications

■ Open menus

■ Perform a HotSync operation

■ Find text anywhere in your data

Chapter 2 Exploring Your Handheld

Contrast control

Clock

ABC

123

Tap the Contrast icon to open the Adjust Contrast dialog box. Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments. You can also press the up and down scroll buttons to adjust the contrast.

Tap the Clock icon to briefly display the time and date.

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

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

Previous/next arrows

Check box

Pick list

Command button

Scroll bar

Check box

Command buttons

Next/previous arrows

Pick list

Scroll bar

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

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

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

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

You can also scroll to the previous and next pages by pressing the upper and lower scroll buttons on the front panel of your handheld.

Displaying online tips

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

in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Tapping and typing

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.

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

IMPORTANT

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

■ Choose menu commands

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

handheld for specific text

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

Chapter 2 Exploring Your Handheld

■ Select options in dialog boxes

■ Open the onscreen keyboards

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

Entering data

There are several ways to enter data into your handheld:

■ Using the onscreen keyboard.

■ Using Graffiti writing.

■ Using Note Pad.

■ Entering or importing data in Palm Desktop software and then synchronizing

with your handheld.

■ Beaming data from another device that has an infrared port. See “Beaming

data” in Chapter 3 for details.

Onscreen keyboard

When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data.

Tap here for alphabetic keyboard

Tap here for numeric keyboard

Entering data

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 3 for more information.

Alpha

Ta b

Backspace

Graffiti writing

Caps lock

Caps shift

Numeric

Tap here to display numeric keyboard

Tap here to display alphabetic keyboard

Carriage return

International

Tap here to display international keyboard

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

The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 4 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.

To open Memo Pad:

1. Tap the Home icon .

2. Tap the Memo Pad icon .

3. Tap Ne w.

Chapter 2 Exploring Your Handheld

Note Pad

NOTE

where the new text will appear.

Ta p New

A blinking cursor appears on the first line of the new memo to indicate

New memo cursor

Write in Graffiti area

See “Using Graffiti writing to enter data” in Chapter 3 for details.

The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of Note Pad as a virtual “sticky pad” for short notes. Later, you can transfer your “sticky” notes to a more permanent place by entering the information in the appropriate application, or throw them away by deleting them. See “Using Note Pad” in

Chapter 11 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 Palm Desktop software or the PIM you have installed to use with your handheld. For details on entering information in Palm Desktop software, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide located in the Documentation folder in the Palm folder.

Importing data

Customizing your handheld

After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Performing cable

HotSync operations” in Chapter 14 for more information.

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 3 for more information.

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, date, and time zone; view different date and time formats when you travel; turn off sounds; and configure your handheld to work with a modem. See Chapter 15 for details.

To open the Preferences screens:

1. Tap the Home icon .

2. Tap the Preferences icon .

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

4. Tap the Preferences category you want to view.

The following procedures for setting the date give you an example of how to customize your handheld.

You make changes to the date and time in Date and Time preferences.

Chapter 2 Exploring Your Handheld

To set the date:

1. Tap the Set Date box.

2. Tap the arrows to select the current year.

Ta p arrows to select year

Tap to select month

Tap to set date

3. Tap a month.

4. Tap the current date.

Tap to select date

To set the time:

1. Tap the Set Time box.

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 OK .

Customizing your handheld

To set the time zone:

1. Tap the Set Time Zone box.

2. Tap a time zone.

When you travel, changing the time zone setting to a new time zone

TIP

automatically resets the date and time on your handheld, but it does not change the time of appointments set in Date Book.

3. Tap OK.

To set the daylight saving switch:

■ Tap the Daylight Saving pick list, and then tap Off or On.

If you live in a place where Daylight Saving time applies, set this option to On in the Spring, and Off in the Fall.

Chapter 2 Exploring Your Handheld

CHAPTER 3

Entering Data in Your Handheld

This chapter explains how to enter data into your handheld. There are several ways to enter data into your handheld:

■ Using the onscreen keyboard

■ Using Graffiti

■ Using Note Pad

■ Beaming data from a device that has an infrared (IR) port

■ Entering or importing data in Palm™ Desktop software and then

writing

synchronizing with your handheld

Using the onscreen keyboard

You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld.

To use the onscreen keyboard:

1. Open any application (such as Address Book).

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 alphabetic 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 dialog boxes 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

Tap here for numeric keyboard

the record.

Chapter 3 Entering Data in Your Handheld

Using Graffiti writing to enter data

Chapter 2 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.

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).

■ 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

Division marks

Write numbers here

To write Graffiti letters:

1. Tap the screen where you want your text to go.

Using Graffiti writing to enter data

NOTE

cursor before you write the text.

2. Use the tables on the following pages to find the stroke shape for the letter you

You need to tap above the Graffiti writing area, and must see a blinking

want to create. For example, the stroke shown below creates the letter “n.”

NOTE

these letters, choose the one that’s easiest for you.

Start stroke at heavy dot

There are two different stroke shapes available for some letters. For

Lift stylus here

As you’ll see later, you use the same shape to create both the uppercase and lowercase version of a letter.

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.

Graffiti tips

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

do not make Graffiti strokes in the Graffiti writing area, your handheld does not recognize them as text characters.

You must begin the character strokes in the Graffiti writing area. If you

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.

■ 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.

Chapter 3 Entering Data in Your Handheld

■ 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.

■ Press firmly.

The Graffiti® alphabet

Letter Strokes Letter Strokes

Space Back Space

Carriage

Period

tap twice

Return

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.

Using Graffiti writing to enter data

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

When Caps Shift is active, an “up arrow” symbol appears in the

TIP

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

Writing numbers

Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the right-hand side (numbers side) of the Graffiti writing area.

When Caps Lock is active, an underlined “up arrow” symbol appears in

TIP

the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke.

Caps Lock

Chapter 3 Entering Data in Your Handheld

Graffiti numbers

Number Strokes Number Strokes

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.

NOTE

the Graffiti writing area (the letters or numbers side).

When Punctuation Shift is active, you can make a symbol stroke anywhere in

Punctuation shift

Symbol Stroke Symbol Stroke

Period

Comma

Apostrophe

Question

Exclamation

Dash

—

Left Paren

(

Right Paren

)

Slash

Dollar

Additional Graffiti punctuation

Using Graffiti writing to enter data

@ # % ^ & * < > + = |

\ { } [ ] ~ ` ; : " tab

Writing symbols and extended characters

All symbols and extended characters begin with the Symbol Shift 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

—

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

==c

∅

Chapter 3 Entering Data in Your Handheld

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 ÿ ý ñ

Additional non-English characters

You can write the following characters without any special punctuation or shifting:

NOTE

writing area.

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

Move cursor right

Move cursor left

Previous field (Address Book only)

Next Field (Address Book only)

Open Address Record (Address Book only)

You must write these non-English characters in the left side of the Graffiti

Stroke

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

Using Note Pad

might create a ShortCut for your name, or for the header of a memo. See “ShortCuts preferences” in Chapter 15 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

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 Note Pad

In addition to using the onscreen keyboard and Graffiti characters, you can enter data on your handheld using the Note Pad application. When you use Note Pad, you write quick notes directly on the handheld screen in your own handwriting. Later, you can enter this information into another application, or delete it. See “Using Note Pad” in Chapter 11 for more information and instructions.

To use Note Pad:

1. Tap the Home icon .

2. Tap the Note Pad icon .

3. Write the information directly on the handheld screen.

4. Tap Do ne .

Chapter 3 Entering Data in Your Handheld

Beaming data

Your handheld is equipped with an IR port that is located at the top of the handheld, behind the dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS can also beam data to a mobile phone or any other device that supports the IrCOMM implementation of the IrDA standards and can read the type of data you're beaming.

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

■ The record currently displayed in Date Book, Address Book, To Do List,

Note Pad, or Memo Pad

■ All records of the category currently displayed in Address Book, To Do List,

Note Pad, or Memo Pad

■ A special Address Book record that you designate as your business card,

containing information you want to exchange with business contacts

handheld that is close by and equipped with an IR port, but you

■ An application installed in memory

NOTE

operations” in Chapter 14 for more details.

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

To select a business card:

1. Create an Address Book record that contains the information you want on your

business card.

2. Tap the Menu icon .

3. Tap Select Business Card on the Record menu.

4. Tap Yes.

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

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

2. Tap the Menu icon .

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

– The Beam command for an individual record

– In Address Book only: Beam Business Card

– Beam Category

You can also beam a business card by holding down the Address Book

TIP

application button until the Beam Status dialog box appears.

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

port of the receiving device.

Beaming data

For best results, Palm handhelds should be between 10 centimeters

TIP

(approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other devices may be different.

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

before you continue working on your handheld.

To beam an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Tap Beam on the App menu.

4. Tap the application you want to transfer.

NOTE

Some applications are copy-protected and cannot be beamed. These

are listed with a lock icon next to them.

5. Tap Beam.

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

port of the receiving device.

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

before you continue working on your handheld.

To receive beamed information:

1. Turn on your handheld.

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

Beam dialog box.

3. Once you have received the file, select a category for the incoming information,

create a new category, or leave the information unfiled.

4. Tap Yes.

Chapter 3 Entering Data in Your Handheld

Tips on beaming information

■ You can set the full-screen pen stroke to beam the current entry.

See “Pen preferences” in Chapter 15 for more information.

■ You can draw the Graffiti Command stroke to activate the Command toolbar,

and then tap the beam icon.

■ You can use the Graffiti Command stroke “/ B” to beam the current entry.

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. For more information on entering data on your computer, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.

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.

Importing data from a Windows computer

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

■ vCal (.vcs): Date Book only

■ vCard (.vcf): 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 a Palm OS handheld or to create a copy of your important Palm Desktop information.

Importing data

To import data from a Windows computer:

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:

– Select All in the Category box.

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

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

4. From the File menu, select Import.

5. Select the file you want to import.

6. Click Open.

NOTE

If you are importing a vCal or vCard file, skip to step 10. You do not have

to specify which fields correspond to the imported data.

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.

Importing data from a Mac

Palm Desktop software can import data from any of the following applications when you export the data in the appropriate file format:

■ Address Book Plus (text file)

■ Claris Organizer (Palm Desktop software can open these files directly)

■ ClarisWorks (save under new name as ASCII text file)

■ DateBook Pro (text file)

■ DayMaker (text file)

■ Dynodex (text file)

■ FileMaker Pro (tab separated text file)

■ Meeting Maker (text file)

Chapter 3 Entering Data in Your Handheld

■ Newton running OS 1.0 with Newton Connection Kit:

Names; Date Book Calendar; and Notepad (text file)

■ Now Contact (text file)

■ Now Up-to-Date (text file)

■ QuickDex (text file)

■ TouchBase Pro (text file)

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

■ Tab delimited (.tab, .tsv, .txt)

■ vCal (.vcs): Date Book only

■ vCard (.vcf): Address Book only

To import data from a Mac:

1. Open Palm Desktop software.

2. From the File menu, select Import.

3. Select the file you want to import.

4. Click Import.

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

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

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

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

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

9. Click OK.

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

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

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

Opening applications

Tapping the Home icon opens the Applications Launcher, which allows you to open any application installed on your handheld. You can also open Date Book and Address Book with the application buttons on the front panel of your handheld.

CHAPTER 4

Working with Applications

Home icon

Address Book

Date Book

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

Chapter 4 Working with Applications

To open an application on your handheld:

1. Tap the Home icon .

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

applications installed on your handheld, tap the scroll bar to see all of your applications.

To find an application quickly, you can write the Graffiti® character for the first

TIP

letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter.

Switching between applications

When working in any application, tap the Home 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 your applications.

To categorize an application:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Tap Category on the App menu.

Changing the Applications Launcher display

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

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

TIP

enter the category name, and then tap OK to add the category. Tap OK.

5. Tap Do ne .

To display applications by category:

1. Tap the Home icon .

2. Do one of the following:

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

– 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.

To change the Applications Launcher display:

1. Tap the Home icon .

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

Chapter 4 Working with Applications

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 Home icon .

2. Tap the Menu icon .

3. Tap Options, and then tap Preferences.

Using menus

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

5. Tap OK .

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

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

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

Using menus

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.

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

Chapter 4 Working with Applications

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 Stroke

CutUndo Copy Paste Beam Delete

The command toolbar displays context-sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste. Tap an icon to select the command, or immediately write the corresponding command letter for an appropriate command in the Graffiti writing area.

For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.”

NOTE

write the command letter immediately to choose the menu command.

Command mode is only active for a short time, so you must tap an icon or

Choosing application 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

4. Make changes to the settings.

5. Tap OK .

Not all applications have a Preferences command.

Common tasks

The tasks described in this section use the term “records” to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, To Do List item, Note Pad note, 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, Note Pad, Memo Pad, and Expense.

To create a record:

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

2. Tap Ne w.

3. In Date Book only: Select start and end times for your appointment and tap OK.

4. Enter text for the record.

5. (Optional) To select attributes for the record:

Common tasks

Editing records

– In Date Book, Address Book, To Do List, and Memo Pad, tap Details.

– In Note Pad, tap the Menu icon , and then tap Options and Details.

6. In Address Book, Note Pad, and Memo Pad only: Tap Done.

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

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 dotted edit lines

Blinking cursor

Edit line

NOTE

line or blinking cursor.

In Note Pad you can write anywhere on the screen. So, you will not see an edit

Chapter 4 Working with Applications

Entering text

For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 11.

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 drag select a group of lines.

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

across

the text to select additional words, or drag

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. When the drawing area is selected in Note Pad, Undo erases the last line drawn.

Clear Note

Erases the drawing from a note in Note Pad. Clear Note appears in the Edit menu only when the drawing area is selected.

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

Keyboard

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

Graffiti Help

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

down

Deleting records

To delete a record:

1. Select the record you want to delete.

2. Tap the Menu icon .

3. Tap Record, and then tap the Delete command:

Common tasks

Date Book: Delete Event

Address Book: Delete Address

To Do List: Delete Item

Note Pad: Delete Note

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 selected. If you don’t want to save a copy, tap the check box to deselect it. (The archive check box does not appear in Note Pad because you can’t archive Note Pad notes.)

Purging records

4. Tap OK .

If you choose to save a copy of the selected item, your handheld transfers it to the

archive file on your desktop the next time you perform a HotSync

operation.

Other ways to delete records

You can also delete records in the following ways:

■ In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog

box for the record, tap Delete, and then tap OK.

■ In Note Pad, open the note you want to delete, and then tap Delete.

■ Delete the text of the record.

NOTE

current and future events, or all instances of that event.

Over time, as you use Date Book, To Do List records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.

In Date Book, you can choose to delete the text of the current repeating event,

, and Expense

, you’ll accumulate

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

Chapter 4 Working with Applications

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

Purging is not available in Address Book, Note Pad, or Memo Pad; you must delete outdated records manually 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 selected. If you don’t want to save a copy, tap the check box to deselect it.

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

it happen.

Categorizing records

Categorize records in Address Book, To Do List, Note Pad, Memo Pad, and Expense so that they are grouped logically and are easy to review. (You can also categorize applications. See “Categorizing applications” in Chapter 4 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.

Purging does not happen automatically. You must tap the command to make

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.

Common tasks

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.

In Note Pad only: Tap the Menu icon , and then tap Options.

3. Tap De ta il s.

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

5. Select the category for the record.

6. Tap OK .

NOTE

the upper-right corner of the screen and select a new category for the item.

In Address Book, Note Pad, and Memo Pad you can tap the category name in

To display a category of records:

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

Tap here

NOTE

of the To Do list.

In the Date Book Agenda view, the pick list is in the upper-right corner

Chapter 4 Working with Applications

2. Select the category you want to view.

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

Pressing an application button on the front panel of the handheld toggles

TIP

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 list screen.

Tap here

2. Tap Edit Categories.

3. Tap Ne w.

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.

Common tasks

To rename a category:

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

2. Tap Edit Categories.

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

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

5. Tap OK .

TIP

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

Finding information

Your handheld offers several ways to find information quickly:

■ All applications that reside on your handheld:

specify, always starting with the current application.

■ Date Book, To Do List, Memo Pad:

screen and lets you add the information that appears in this list to a record.

■ Address Book:

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.

You can group the records in two or more categories into one category by

Find locates any text that you

Phone Lookup displays the Address list

The Look Up line lets you enter the first letters of a name to scroll

Chapter 4 Working with Applications

Using Find

You can use Find to locate any text that you specify, in any application that resides on your handheld.

To use Find:

1. Tap the Find icon .

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

TIP

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.

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

4. Tap the text that you want to review.

Using Phone Lookup

Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record.

To use Phone Lookup:

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

be in Date Book, To Do List, or Memo Pad.

2. Tap the Menu icon .

3. Tap Options, and then tap Phone Lookup.

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

Common tasks

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.

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.

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 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 Working with Applications

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.

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.

Look Up line

3. Tap the record to view its contents.

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 De ta il s.

Common tasks

3. Tap Who.

Ta p he re

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 Do ne.

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

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, Note Pad, and Memo Pad:

1. Open the application.

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

2. In Note Pad only: Tap Done to display the list screen.

3. Tap the Menu icon .

4. Tap Options, and then tap Preferences.

Chapter 4 Working with Applications

Address Book:

Note Pad:

Memo Pad:

Attaching notes

Do one of the following:

Address Book:

Note Pad:

Memo Pad:

6. Tap OK .

Tap the setting you want.

Tap the Sort by pick list and select Alphabetic, Date, or Manual.

Tap the Sort by pick list and select Alphabetic or Manual.

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

NOTE

manually sorted it on your handheld, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld.

To make the list of your memos appear in Palm Desktop software as you

In applications except Memo Pad and Note 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 De ta il s.

4. Tap No te .

5. Enter your note.

6. Tap Do ne .

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

Note icon

To review or edit a note:

■ Tap the Note icon .

To delete a note:

1. Tap the Note icon .

2. Tap Delete.

Common tasks

Choosing fonts

3. Tap Yes.

In many applications, 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 Working with Applications

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.

5. Tap OK .

Reviewing Reminders

You can set alarms to notify you of appointments, notes, and alarms in Date Book, Note Pad, and Clock. When an alarm occurs, your handheld displays a reminder message. If you tap Snooze in response to an alarm message, your handheld reminds you of the alarm again in five minutes. The Reminder screen displays alarms that await attention.

Tap here for bold font

Tap here for large font

Tap here for small font

To respond to reminders, do one of the following:

■ Select an item’s check box to clear the item.

■ Tap an item (either the icon or the text description) to open the application

where the alarm was set. The application opens to the entry associated with the alarm.

■ Tap Done to close the reminder list and return to the current screen. An

attention indicator will blink in the upper-left corner of the screen; tap it to view the reminder list again.

■ Tap Snooze to see the list again in five minutes.

■ Tap Clear All to dismiss all reminders in the list.

NOTE

displays in the Reminder bar and the original alarm time displays with each list item.

If you tap Done or Snooze and view the reminder list later, the current time

Receiving reminders from Palm Desktop software

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

To enable an event alert from Palm Desktop software:

1. Double-click the Palm Desktop icon.

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

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

when the Palm Desktop is running.

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

the check box to Play audible notification with alarm dialog.

5. Click OK.

Hiding or masking private records

You can use the Security application to set a password and select whether to mask your private records or hide them completely. See Chapter 12 for details.

Installing and removing applications

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

Installing add-on applications

Your handheld comes with the Date Book, Address Book, To Do List, Note Pad, Memo Pad, Calculator, and Expense applications installed and ready to use.

You can also install additional applications on your handheld such as games and other software. The Install Tool makes it easy to install software during a HotSync operation. There are a variety of third-party applications available for your handheld. To learn more about these applications, visit the web site

www.palm.com

Any game or application that you install on your handheld resides in memory; you can delete them at any time.

NOTE

handheld model.

Some add-on applications may not be compatible with the two-button

Chapter 4 Working with Applications

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

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

the Add-on folder in your Palm Desktop directory on your computer.

NOTE

If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5.

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

3. Click Install.

You can also access the Install Tool dialog box by selecting Install Tool

TIP

from the Palm Desktop program group or by double-clicking any file with a PRC, PDB, PQA, PNC, or SCP file extension.

4. In the User selector, select the name that corresponds to your handheld.

5. Click Add.

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

7. Click Open.

Installing and removing applications

NOTE

Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.)

8. Click Done to close the Install Tool window.

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

See “Performing HotSync

NOTE

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

Operations” in Chapter 14 for details.

not install. This can happen if the file type was not recognized during the HotSync operation.

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

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

the Add-on folder in your Palm folder.

NOTE

it into this folder.

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

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

If the software you download is compressed, you need to decompress

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

handheld.

5. Click Add to List.

Chapter 4 Working with Applications

6. Select the Add-on folder from the pop-up menu.

7. Select the application you want to install.

If the file you want to install is not listed in the dialog box, go to the folder where you copied the file. Most Palm™ application files have the extension PRC, PDB, PQA, or SCP.

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

TIP

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

9. Close the Install Handheld Files window.

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

handheld. See “Performing HotSync

NOTE

not install. This can happen if the file type was not recognized during the HotSync operation.

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 were pre-installed on your handheld.

To remove an add-on application:

1. Tap the Home icon .

2. Tap the Menu icon .

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

Operations” in Chapter 14 for details.

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

3. Tap Delete on the App menu.

4. Tap the application that you want to remove.

5. Tap Delete.

6. Tap Yes.

7. Ta p D on e.

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your computer.

Installing and removing applications

To remove Palm Desktop software from a Windows computer:

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

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

3. Select Palm Desktop.

4. Click Add/Remove.

NOTE

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

5. Follow the onscreen prompts. Be sure to select the option to remove

Palm Desktop software.

NOTE

synchronize data with another PIM.

You need to install HotSync Manager from the installation CD if you want to

To remove Palm Desktop software from a Mac:

1. Insert the Palm Desktop CD into your computer’s CD-ROM drive.

2. Locate the Palm Desktop Installer icon and double-click this icon.

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

4. Select the software you want to remove.

5. Click Uninstall.

Chapter 4 Working with Applications

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

7. Click Remove.

NOTE

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

8. Restart your computer.

CHAPTER 5

Using Address Book

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

■ Create your own digital business card that you can beam to other devices with

an IR (infrared) port.

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. Press and hold the Address Book application button to instantly beam your business card to another device with an IR port.

Chapter 5 Using Address Book

Creating an Address Book entry

A record in Address Book is called an “entry.” You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync

Palm Desktop software also has data import capabilities that enable you to load database files into Address Book on your handheld.

See “Importing data” in Chapter 3 and Palm Desktop online Help for more information.

To create a new Address Book entry:

1. Press the Address Book application button on the front of your handheld to

2. Tap Ne w.

operation.

display the Address list.

Cursor at Last name

Ta p Ne w

3. Enter the last name of the person you want to add to your Address Book.

NOTE

(except numeric and e-mail fields). You do not have to use the Graffiti

The handheld automatically capitalizes the first letter of each field

capital

stroke to capitalize the first letter of the name.

4. Use the Next Field Graffiti stroke to move to the First Name field.

Next Field

You can also move to any field by tapping it directly.

TIP

5. Enter the person’s first name in the First Name field.

6. Enter the other information that you want to include in this entry.

Selecting types of phone numbers

NOTE

appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Address Book. As you enter “S” Sacramento appears, and as you continue entering “a” and “n” San Francisco replaces Sacramento. As soon as the word you want appears, tap in the next field to accept the word.

7. Tap the scroll arrows to move to the next page of information.

8. After you finish entering information, tap Done.

Tap Done

As you enter letters in the Title, Company, City, and State fields, text

To create an entry that always appears at the top of the Address list, begin the

TIP

Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld.

Selecting types of phone numbers

You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry.

To select other types of phone numbers in an entry:

1. Tap the entry that you want to change.

2. Tap Edit.

Chapter 5 Using Address Book

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

4. Select a new label.

Changing address entry details

The address entry details dialog box provides a variety of options that you can associate with an entry.

Ta p triangle

To open the address entry details dialog box:

1. Tap the entry whose details you want to change.

2. Tap Edit.

3. Tap De ta il s.

4. Select any of the following settings:

Show in List

Address Book menus

Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

The Record and Options menus differ depending on whether you’re displaying the Address list screen or the Address view screen.

Record menus

Address list

Address Book menus

Address view

Duplicate Address

Options menus

Preferences

Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.

Address view

Address list

Remember Last Category

Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you deselect it, Address Book displays the All category.

Chapter 5 Using Address Book

Rename Custom Fields

About Address Book

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

Shows version information for Address Book.

Calculator enables you to perform addition, subtraction, multiplication, division, and square root operations. Use Calculator to do the following:

■ Perform basic calculations.

■ Store and retrieve values.

■ Display the last series of calculations, which is useful for confirming a series of

“chain” calculations.

To open Calculator:

1. Tap the Home icon .

2. Tap the Calculator icon .

Performing Calculations

CHAPTER 6

Using Calculator

The Calculator includes several buttons to help you perform calculations.

Clears the entire calculation and enables you to begin a fresh calculation.

Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over.

Toggles the current number between a negative and positive value. If you want to enter a negative number, enter the number first and then tap the +/- button.

Chapter 6 Using Calculator

Recent Calculations

The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations.

Places the current number in memory. Each new number you enter with the M+ button is added to the total already stored in memory. The number that you add can be either a calculated value or any number you enter by tapping the number buttons. Tapping this button has no effect on the current calculation (or series of calculations); it merely places the value into memory until it is recalled.

Recalls the stored value from memory and inserts it in the current calculation.

Clears any value that is stored in the Calculator memory.

Calculates the square root of a number. Enter the number, then tap the square root button.

To display recent calculations:

1. Tap the Menu icon .

2. Tap Options, and then tap Recent Calculations.

3. After you finish reviewing the calculations, tap OK.

Calculator menu

Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

Options menus

Calculator menu

About Calculator

Shows version information for Calculator.

Chapter 6 Using Calculator

CHAPTER 7

Using Clock

Clock enables you to view the current time and date and to set an alarm. Use Clock to do the following:

■ View the current time and date.

■ Open a preferences screen where you can set the time and date for all the

applications on your handheld.

■ Set an alarm.

To open Clock:

1. Tap the Home icon .

2. Tap the Clock icon .

Clock makes it easy for you to check the time and date, and provides a convenient travel alarm feature. See “Date and Time preferences” in Chapter 15 for details on setting the current date and time for all the applications on your handheld.

In addition to setting the date and time, you can set an alarm to sound during the next 24-hour period.

Viewing the time

To view the time, do one of the following:

■ When your handheld is on, tap the Clock icon in the upper-left corner of the

Graffiti writing area, or tap the Home icon , and then tap the Clock icon .

■ When your handheld is off, press the up scroll button.

Chapter 7 Using Clock

Setting an alarm

You can set an alarm to alert you at a particular time.

To set an alarm:

1. Tap the Home icon .

2. Tap the Clock icon .

3. Tap the Alarm box to open the Set Alarm dialog box.

4. Tap the time columns to set the hour and minute.

5. When the alarm reminder message appears, 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 in five minutes, and an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm. When the reminder message reappears, the current time displays in the Reminder bar and the alarm time displays on the screen.

6. Tap Go To to open Clock.

Clock menus

Clock menus are shown here for your reference, and Clock features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

Options menu

Clock menus

Display Options

Alarm Preferences

About Clock

Allows you to choose which information appears on the Clock screen.

■ Day. Activates the day of the week display. When it is on, the

day appears above the time.

■ Date. Activates the date display. When it is on, the date

appears below the time.

■ Sound. Sets the sound of the alarm. The choices are Alarm,

Bumble Bee, Reveille, Sonata, Wake Up, and Warbler.

■ Volume. Defines how loud the alarm sounds. The choices

are Low, Medium, and High.

Shows version information for Clock.

Chapter 7 Using Clock

CHAPTER 8

Using Date Book

Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. Use Date Book to 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 notify you of 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

Chapter 8 Using Date Book

NOTE

Week, Month, and Agenda views.

Press the Date Book application button repeatedly to cycle through the Day,

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

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.

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

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

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

Scheduling an event

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

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

Ta p t h e time of an event

You can also open the Set Time dialog box (to select a start time) by

TIP

making sure no event is selected, and then writing a number on the number side of the Graffiti

4. Do one of the following:

writing area.

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

5. Tap OK .

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

Tap to scroll to earlier hours

Tap to change hours

Tap to change minutes

Tap to scroll to later hours

to the time, indicating the duration of the event.

NOTE

once.

If an event has the same start and end time, the time is only displayed

Chapter 8 Using Date Book

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

You can also use the scroll button on the front panel of your handheld

TIP

Next week

Tap to select a day of the current week

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

In the Go to Date dialog box, you can also use the scroll button on the

TIP

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.

To schedule an untimed event:

1. Select the date that you want for the event as described in the procedure for

rescheduling an event earlier in this chapter.

2. Tap Ne w.

Rescheduling an event

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

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

TIP

selected and then writing letters in the Graffiti writing area.

4. Enter a description of the event.

New untimed event

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.

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 De ta il s.

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 .

No time selected

Chapter 8 Using Date Book

Setting an alarm for an event

The Alarm setting enables you to set an alarm for events in your Date Book. You can set an alarm to notify you 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, the alarm icon appears to the far right of the event with the alarm. When the alarm occurs, 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 De ta il s.

3. Tap the Alarm check box to select it.

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

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

units.

Enter number of time units here

Tap here to select unit of time

6. Tap OK .

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, and an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm.

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

associated with the alarm.

Setting an alarm for an untimed event

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. When the alarm triggers, the reminder list displays the alarm message until you clear it.

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 in the reminder list until you turn on your handheld and 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.

Scheduling repeating or continuous events

A business trip or a vacation is an example of a continuous event.

To schedule a repeating or continuous event:

1. Tap the event.

2. Tap De ta il s.

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

Ta p th e Repeat box

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

Chapter 8 Using Date Book

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. Ta p O K.

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:

– 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.

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

occurrence no longer shows the Repeat icon .

Changing the Date Book 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, Month, and Agenda views:

■ Press the Date Book application button repeatedly to display the next view.

Changing the Date Book 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.

2. Drag the stylus below the title area and then lift it to redisplay the date.

NOTE

area to display the time for a few seconds.

You can also tap the Clock icon in the upper-left corner of the Graffiti writing

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.

Tap and hold the date

Current time displays

Chapter 8 Using Date Book

To display the Week View:

1. Tap the Week View button.

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

tap on a column to display details of an event.

Wee k Vie w

NOTE

The Week View also shows untimed events and events that are before

and after the range of times shown.

Previous week

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

Next week

Tap for that day

Bar indicates earlier event

Dot indicates untimed event

Bar indicates later 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.

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.

Changing the Date Book view

Previous/next month

Dashed line indicates continuous event

Dashes on right side indicate events

Crosses below date indicate untimed events

Month View button

You can control the dots and lines that appear in the Month View. See “Options

menu” later in this chapter.

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 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 button to display the previous month, the lower button to display the next month.

Chapter 8 Using Date Book

Working in Agenda View

The Agenda view shows you your untimed events, appointments, and To Do 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 item to mark it as completed. When you tap a To Do item, your To Do list appears.

NOTE

settings in your To Do preferences.

The To Do items that appear and how you can change them depends on the

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 items.

NOTE

choose another category.

You can also change the category of To Do items shown. Click the pick list to

Date Book menus, preferences, and display options

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

Date Book menus, preferences, and display options

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

See “Using menus” in Chapter 4 for information about choosing menu commands.

Record menu

Options menu

Chapter 8 Using Date Book

Display Options

Preferences

Allows you to change Date Book’s appearance and which events display.

■ Show Time Bars.

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

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

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

■ Month View settings.

These check boxes apply to the Month View of the Date Book. You can activate any or all of these settings to show that you have Timed, Untimed, or Daily Repeating events in the Month View only.

About Date Book

■ Start/End Time.

Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.

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

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

■ Alarm Sound. Sets the tone of the alarm.

Shows version information for Date Book.

Palm Zire Zire, P80707US - Zire - OS 4.1 16 MHz, Zire Handbook

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

About This Book

Step 1: Charge your handheld

Setting Up Your Handheld

Step 2: Set up your handheld

Step 3: Connect the HotSync cable

To connect the HotSync cable:

To install software:

To perform a HotSync operation:

System requirements

Minimum requirements: Windows

Minimum requirements: Mac

Upgrading from another Palm OS handheld

Congratulations!

To open the Basic Skills tutorial:

Exploring Your Handheld

Zire handheld components

Locating front panel controls

Locating back panel components

Locating top components

Using the protective flip cover

To attach the cover:

To remove the cover:

Using your handheld with a PIM

Elements of the handheld interface

Displaying online tips

To display an online tip:

Tapping and typing

Entering data

Onscreen keyboard

Graffiti writing

To open Memo Pad:

Note Pad

Importing data

Customizing your handheld

To open the Preferences screens:

To set the date:

To set the time:

To set the time zone:

To set the daylight saving switch:

Entering Data in Your Handheld

Using the onscreen keyboard

To use the onscreen keyboard:

Using Graffiti writing to enter data

Writing Graffiti characters

There are four basic concepts for success with Graffiti writing:

To write Graffiti letters:

Graffiti tips

The Graffiti® alphabet

Writing capital letters

To draw the first letter of a word as a capital letter:

To enter only capital letters (Caps Lock):

Writing numbers

Graffiti numbers

Writing punctuation marks

Additional Graffiti punctuation

Writing symbols and extended characters

Writing accented characters

Accent strokes

Additional non-English characters

Navigation strokes

Graffiti ShortCuts

Using Note Pad

To use Note Pad:

Beaming data

To select a business card:

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

To beam an application:

To receive beamed information:

Tips on beaming information

Using your computer keyboard

Importing data

Importing data from a Windows computer

To import data from a Windows computer:

Importing data from a Mac

To import data from a Mac: