Qualcomm pdQ, pdQ 1900, pdQ 800 Handbook

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pdQ™ Applications

Handbook

QUALCOMM Incorporated, 6455 Lusk Boulevard, San Diego,

California 92121-2779 U.S.A.

http://www.qualcomm.com

Software changes may have occurred after this printing. QUALCOMM reserves the right to make changes in technical and product specifications without prior notice. The products and equipment described in this documentation are manufactured under one or more of the following U.S. Patents:

4,901,307 5,056,109 5,099,204 5,101,501 5,103,459 5,107,225 5,109,390 5,193,094 5,228,054 5,257,283 5,265,119 5,267,261 5,267,262 5,280,472 5,283,536 5,289,527 5,307,405 5,309,474 5,337,338 5,339,046 5,341,456 5,383,219 5,392,287 5,396,516 D356,560 5,408,697 5,414,728 5,414,796 5,416,797 5,426,392 5,437,055 D361,065 5,442,322 5,442,627 5,452,473 5,461,639 5,469,115 5,469,471 5,471,497 5,475,870 5,479,475 5,483,696 5,485,486 5,487,175 5,490,165 5,497,395 5,499,280 5,504,773 5,506,865 5,509,015 5,509,035 5,511,067 5,511,073 5,513,176 5,515,177 5,517,323 5,519,761 5,528,593 5,530,928 5,533,011 5,535,239 5,539,531 5,544,196 5,544,223 5,546,459 5,548,812 5,559,881 5,559,865 5,561,618 5,564,083 5,566,000 5,566,206 5,566,357 5,568,483 5,574,773 5,574,987 D375,740 5,576,662 5,577,022 5,577,265 D375,937 5,588,043 D376,804 5,589,756 5,590,069 5,590,406 5,590,408 5,592,548 5,594,718 5,596,570 5,600,754 5,602,834 5,602,833 5,603,096 5,604,459 5,604,730 5,608,722 5,614,806 5,617,060 5,621,752 5,621,784 5,621,853 5,625,876 5,627,857 5,629,955 5,629,975 5,638,412 5,640,414 5,642,398 5,644,591 5,644,596 5,646,991 5,652,814 5,654,979 5,655,220 5,657,420 5,659,569 5,663,807 5,666,122 5,673,259 5,675,581 5,675,644 5,680,395 5,687,229 D386,186 5,689,557 5,691,974 5,692,006 5,696,468 5,697,055 5,703,902 5,704,001 5,708,448 5,710,521 5,710,758 5,710,768 5,710,784 5,715,236 5,715,526 5,722,044 5,722,053 5,722,061 5,722,063 5,724,385 5,727,123 5,729,540 5,732,134 5,732,341 5,734,716 5,737,687 5,737,708 5,742,734 D393,856 5,748,104 5,751,725 5,751,761 5,751,901 5,754,533 5,754,542 5,754,733 5,757,767 5,757,858 5,758,266 5,761,204 5,764,687 5,774,496 5,777,990 5,778,024 5,778,338 5,781,543 5,781,856 5,781,867 5,784,406 5,784,532 5,790,589 5,790,632 5,793,338 D397,110 5,799,005 5,799,254 5,802,105 5,805,648 5,805,843 5,812,036 5,812,094 5,812,097 5,812,538 5,812,607 5,812,651 5,812,938 5,818,871 5,822,318 5,825,253 5,828,348 5,828,661 5,835,065 5,835,847 5,839,052 5,841,806 5,842,124 5,844,784 5,844,885 5,844,899 5,844,985 5,848,063 5,848,099 5,850,612 5,852,421 5,854,565 5,854,786 5,857,147 5,859,612 5,859,838 5,859,840 5,861,844 5,862,471 5,862,474 5,864,760 5,864,763 5,867,527 5,867,763 5,870,427 5,870,431 5,870,674 5,872,481 5,872,774 5,872,775 5,872,823 5,877,942 5,878,036 5,870,631 5,881,053 5,881,368 5,884,157 5,884,193 5,884,196 Other patents pending.

FCC/IC Notice

This computer peripheral complies with part 15 of the FCC Rules. Operation is subject to the followi ng two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. This receiver complies with part 15 of the FCC Rules. Operation is subject to the condition that this device does not cause harmful interference.

Caution

The user is cautioned that changes or modifications not expressly approved by the party responsible

for compliance could void the warranty and user’s authority to operate the equipment.

Warning

Use only QUALCOMM-approved accessories with QUALCOMM phones. Use of any unauthorized accessories may be dangerous and will invalidate the phone warranty if said accessories cause damage or a defect to the phone. The use of any other type will invalidate the warranty and may be dangerous.

Customer Service

Your service provider’s customer support department should be able to answer all of your questions. If they are unable to assist you, then please call (800) 349-4478 toll free (United States and Canada) or (619) 651-4028 ( w orldwide).

QUALCOMM is a registered trademark and registered service mark, Eudora is a registered trademark, and pdQ, pdQsuite, pdQalert, pdQbrowser, Smart Keys, and pdQmail are trademarks of QUALCOMM Incorporated. 3Com, the 3Com logo, Palm Computing, Graffiti, and HotSync are registered trademarks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing platform logo, the PalmPilot logo, and the Palm III logo are trademarks of Palm Computing Inc., 3Com Corporation, or its subsidiaries. Microsoft, Windows, Windows NT, and other Microsoft products referenced herein are either trademarks or registered trademarks of Microsoft Corporation. Other product and brand names may be trademarks or registered trademarks of their respective owners.

Copyright © 1999 QUALCOMM Incorporated. All rights reserved. Portions of this document are Copyright © 1998 3Com Corporation or its subsidiaries. Reprinted with permission. Printed in the United States of America.

80-68789-1 Rev. A

Contents

Chapter 1 Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Creating Address Book Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Working with Address Book Entries. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Using the Address Book Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2 Calculator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Using the Calculator. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Using the Calculator Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Chapter 3 Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Opening Call History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Making a Call from Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Tracking Your Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Creating an Expense Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using the Menus in Call History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Chapter 4 Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Scheduling Events in the Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Scheduling Repeating Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Deleting an Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Changing the Date Book View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Using the Date Book Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Chapter 5 Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Making Calls from the Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 6 Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39

Creating an Expense Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Entering Receipt Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Transferring Your Data to Microsoft Excel. . . . . . . . . . . . . . . . . . . . . . . 45

Using the Expense Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Chapter 7 HotSync Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

HotSync Technology and the HotSync Manager. . . . . . . . . . . . . . . . . . 50

Setting Up Your First HotSync Operation . . . . . . . . . . . . . . . . . . . . . . . 50

Performing a Local HotSync Operation . . . . . . . . . . . . . . . . . . . . . . . . . 51

Selecting HotSync Setup Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Customizing HotSync Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Chapter 8 Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Creating Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Reviewing and Editing Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Beaming a Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Deleting a Memo. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Using Memo Pad Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Contents iii

Contents

Chapter 9 Modem Emulation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Setting Up Modem Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Opening Modem Emulation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Exiting Modem Emulation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Tips and Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Chapter 10 Palm Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67

Deciding Which E-mail Application to Use . . . . . . . . . . . . . . . . . . . . . . 68

Setting Up Palm Mail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Viewing Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Creating Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Sending Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Deleting Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Managing the Message List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Setting HotSync Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Working with Filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Using the Mail Menu Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Chapter 11 pdQalert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87

Setting Up pdQalert. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Receiving pdQalert Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Responding to pdQalert Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Checking Messages with the Keypad Closed . . . . . . . . . . . . . . . . . . . . 90

Chapter 12 pdQbrowser. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Getting Started with pdQbrowser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Maintaining pdQbrowser Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Connecting to the Internet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Working with Bookmarks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Copying Text from a Web Site to Applications . . . . . . . . . . . . . . . . . . . 98

Disconnecting from the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Chapter 13 pdQmail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

Deciding Which E-Mail Application to Use. . . . . . . . . . . . . . . . . . . . . 102

Setting Up pdQmail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Opening pdQmail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Checking Your Incoming E-mail Messages . . . . . . . . . . . . . . . . . . . . . 108

Creating and Sending E-mail Messages . . . . . . . . . . . . . . . . . . . . . . . . 110

Working with Mailboxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Organizing Your Incoming Messages Using Filters . . . . . . . . . . . . . . 119

Setting or Adjusting pdQmail Preferences. . . . . . . . . . . . . . . . . . . . . . 124

Changing Your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Disconnecting from the Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Chapter 14 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

About Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Selecting Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Changing Button Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Using the Digitizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Selecting Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

iv pdQ Applications Handbook

Contents

Setting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Setting Modem Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Setting Network Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Recording Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Setting Phone Preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Setting Registry Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Creating ShortCuts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Changing the SideStrip Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Chapter 15 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151

Setting Up Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Showing or Hiding Private Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Locking the pdQ Smartphone. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Restricting the pdQ Smartphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Chapter 16 Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .157

Adding Phone Numbers to the Speed Dial List. . . . . . . . . . . . . . . . . . 158

Making Calls Using Speed Dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Modifying Entries in the Speed Dial List . . . . . . . . . . . . . . . . . . . . . . . 160

Removing Entries from the Speed Dial List . . . . . . . . . . . . . . . . . . . . . 161

Chapter 17 To Do List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163

Creating To Do Items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Setting Item Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Displaying Your To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Using the To Do List Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Appendix A Expense Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169

Customizing the Expense Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

Appendix B Non-ASCII Characters for Login Scripts. . . . . . . . . . . . . . . . . . . .179

About Non-ASCII Characters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Use of ^ char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Carriage Return and Line Feed. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179

Literal Characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181

Contents v

Chapter 1

Address Book

Using the Palm™ Address Book, you can easily keep track of names, addresses, phone numbers, e-mail addresses, URLs, and other information about your personal and business contacts.

With the Palm Address Book, you can...

Make a phone call, send e-mail, or open web sites directly from the Address List.

Enter up to five phone numbers, e-mail addresses, or web addresses (UR Ls) for each contact. Select which of these numbers appea rs in the Address List.

Attach a note to an Address Book entry for additional information. Assign categories to your Address Book entries, so you can quickly sort and

view your entries in logical groups. Define the contacts to include in the Speed Dial list.

In this chapter, you’ll find...

Creating Address Book Entries page 2 Working with Address Book Entries page 5 Using the Address Book Menus page 11

Creating A ddress Book Entries

Creating Address Book Entries

An Address Book entry is the name, address, and phone information you are keeping for a person or business. You can create these entries on the pdQ smartphone, or you can use the Palm™ Desktop software to create them on

your computer and download them to your pdQ smartphone during a HotSync

Note: Palm Desktop software also has data import capabilities that allow

To create a new Address Book entry:

1. Press the button to open the Address List.

2. From the Address List, tap New to display the Address Edit screen.

operation. For procedures, see “Chapter 7—HotSync Technology.”

you to load database files into the Address Book. Refer to the online documentation supplied with the Palm Desktop for details.

Tap New.

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

You can write with the stylus or use the on-screen keyboard. The first letter is capitalized automatically (except for numeric and e-mail information). For details about entering text, see the pdQ Basics Handbook.

4. Move to the next line either by tapping it or by writing , the Next Field

Graffiti stroke.

5. Enter the person's first name on the First Name line.

6. Enter the rest of the information for this person or business.

Notice that you can enter e-mail addresses or web addresses (URLs) in any of the five phone number fields. To add pauses, see “Entering Pauses” on page 5.

7. Tap to move to the next page.

8. When you have finished, tap Done to return to the Address List screen.

Adding an Address Book Entry to the Speed Dial List

If you want the entry you are creating to appear in the Speed Dial list, follow these steps. Contacts are always added to the Speed Dial list from the Address Book so you only have to maintain the phone numbers in one place.

2 pdQ Applications Handbook

Creating Address Book Entries

To add a phone number to the Speed Dial list:

1. In the Address List, locate the person or business you want to add to the

Speed Dial list. Tap the name in the left column.

Note: Be sure to tap the name in the left column, not the number in the

right column. Tapping the name opens the Address View screen for editing information; tapping the number starts a phone call.

2. Tap Edit to display the Address Edit screen.

A plus sign (+) appears to the right of numbers that have not been added to the Speed Dial list.

Tap the plus sign.

3. Tap the plus sign beside the number you want to add. The Assign Speed

Dial Number dialog appears.

Address Book

4. Tap the up arrow or the down arrow to select a specific Speed Dial

number. Tap Add.

5. In the confirmation dialog, tap Yes to add the number.

6. Tap Do ne.

7. If you want to verify that the number has been added to the Speed Dial list,

tap to open the Applications Launcher.

8. Tap to open Speed Dial. Your new entry is in the Speed Dial list.

Making a Call from the Address Book

After you create an Address Book entry, you can make a call from it directly. If you have entered e-mail addresses or URLs in the Address Book, you can also make direct connections to them if your service provider supports over-the-air data.

Note: You cannot initiate conference calls from the Address Book. If your

service provider supports conference calls, you can initiate a three-way call by entering the numbers directly on the keypad or the Dialer.

Chapter 1 Address Book 3

Creating A ddress Book Entries

To make a phone call from the Address Book:

1. If the pdQ smartphone is not already on, tap to turn it on.

2. If the num ber you want to call appears in the list, do the following: a. Tap the phone icon beside the number you want to call.

Tap the icon to call this number directly.

Tap the phone number to see all of the available numb ers, i nclud in g e-ma il ad dress es or URLs, for this person or business.

b. In the confirmation dialog, tap Dial. To eliminate the confirmation

dialog when you make future calls from the Address Book, tap Do not ask me again.

3. To choose a different phone number for a person or business in your

Address List, do the following:

a. Locate the entry and tap the number.

Be sure to tap the number, not the name or icon. A dialog shows all of the numbers for that person or business.

If you select an e-mail ad dress or a URL, the Dial button changes to Email or Browse.

b. Tap the number you want to call and tap Dial.

If you select an e-mail address or URL, the pdQ smartphone recognizes these addresses and makes the appropriate connection.

4. When you have finished your call, tap End to hang up.

4 pdQ Applications Handbook

Working with Address Book Entries

In the Address Book, you can locate your entries quickly, edit them, display them by name or company name, and group them by category. You can also choose the type of information you want your entries to include and exchange Address Book information with other pdQ smartphones or Palm organizers.

Editing an Address Book Entry

To edit an Address Book entry:

1. In the Address List, tap the name of the entry you want to change.

Tap the name in the left column, not the phone number in the right column. Tapping the phone number initiates a call.

2. Tap Edit. The Address Edit screen appears.

Address Book

3. Tap any line (such as Address or City). Enter or change the information.

4. When you have finished, tap Done.

Entering Pauses

When you call automated systems, you often have to dial a series of numbers with pauses between them (for example, when sending a page or entering a password). You can place these pauses in the Address Book.

To enter pauses in a phone number:

1. Open the Address Edit screen for the appropriate person or business.

2. In the phone number, enter a percent sign (%) for a hard pause or a comma

(,) for a timed pause wherever necessary.

Hard Pause (%)

Timed Pause (,)

When you call this number, the pdQ smartphone pauses at this point. It does not continue with the next set of numbers until you tap Resume.

When you call this number, the pdQ smartphone pauses for two seconds before continuing with the next set of numbers. You can enter as many commas as necessary to extend the length of the pause.

Chapter 1 Address Book 5

Working with Address Book Entries

Looking Up an Address Book Entry

You can find entries in your Address Book quickly either by scrolling through it or by using the Look Up line in the Address List screen.

To scroll through the Address Book:

Press the up and down buttons on the front panel of the pdQ smartphone. In the Address List screen, you move up or down by a screen of entries.

In the Address View screen, you move to the previous or next entry.

To look up an Address Book entry:

1. In the Address List, enter the first letter of the name you want to find.

Write the first letter or two in the Look Up line.

The list scrolls to the first entry beginning with that letter. If you write a second letter, the list scrolls to the first entry beginning with those two letters.

2. Tap any entry to view its contents.

Note: You can also look up entries in your Address Book with the pdQ

smartphone’s keypad closed. See “Chapter 3—Using Phone and Messaging Features” in the pdQ Basics Handbook.

Choosing and Displaying Phone Numbers

In your Address Book, you can keep up to five phone numbers, e-mail addresses, or URLs for each entry. You can select the labels for these numbers individually. For example, you might want to keep a fax number for one person and a pager number for another. You can also choose which of these numbers you want to see in the Address List for each entry.

To choose other types of phone numbers in an Address Book entry:

1. In the Address List, tap the name of the entry you want to change.

Tap the name in the left column, not the phone number in the right column.

2. Tap Edit to display the Address Edit screen.

6 pdQ Applications Handbook

Working with Address Book Entries

3. Tap the beside the phone number you want to change.

Tap the arrow to open the pick list.

4. From the list, tap the label (for example, Fax or Pager) you want to use.

5. If you want to select which phone number appears in the Address List, tap

Details to display the Address Entry Details dialog. If you don’t want to change this setting, skip to step 8.

6. Tap the beside Show in List. Select a label to identify which phone

number appears in the Address List.

Address Book

7. Tap OK .

8. Tap Do ne.

Assigning Address Categories

Categories can help you file your Address Book entries into groups for easy review. For more information about creating and using categories, see “Using Categories” in the pdQ Basics Handbook.

To assign a category to an Address Book entry:

1. In the Address List, tap the name you want to assign to a category.

Tap the name in the left column, not the phone number in the right column.

2. Tap Edit in the Address View screen to display the Address Edit screen.

3. In the Address Edit screen, tap the pick list in the upper-right corner. From

the list, tap the category you want to assign to this entry .

4. Tap Do ne.

Chapter 1 Address Book 7

Working with Address Book Entries

Marking an Address Book Entry as Private

You can mark any entry as private. When the security features are turned on, private entries are not visible. You must enter a passw ord to see them.

To mark an entry as private:

1. In the Address List, tap the name you want to mark as private.

Tap the name in the left column, not the phone number in the right column.

2. Tap Edit to display the Address Edit screen.

3. Tap Details to open the Address Entry Details dialog.

4. Tap the Private check box.

5. Tap OK.

6. In the confirmation dialog, tap OK.

7. Tap Done.

Sorting the Address List by Name or Company

You can sort the entries in the Address List screen by Company and Last Name, rather than by Last Name and First Name. These settings do not change your Address Book data in any way; they merely change the view.

To sort the entries in the Address List screen:

1. In the Address List, tap to open the Address Book menus.

2. Tap Options. In the Options menu, tap Preferences.

3. Tap the setting that you want for the Address List screen.

4. Tap OK.

The Address List is resorted based on your choice. Entries with no company name are always sorted by last name.

8 pdQ Applications Handbook

Working with Address Book Entries

Beaming Address Book Entries to Other pdQ Smartphones

Using the infrared (IR) port, you can beam Address Book entries to other pdQ smartphones or Palm organizers.

Note: To conserve power, your pdQ smartphone is delivered with the beam

feature turned off. To turn it on, see “Setting General Preferences” in the pdQ Basics Handbook.

Once the beam feature is turned on, you can beam any of the following:

■ Your business card—The business card is a specially designated entry

containing information you want to exchange with business contacts. You can send your business card quickly with one-touch beaming.

■ An address entry—You can select and beam any entry in your Address

Book.

■ A category of address entries—You can beam all of the entries in a

category. For example, you can share a list of restaurants with a friend.

For more information on the IR port, see “Beaming Inform ation to Other pdQ Smartphones” in the pdQ Basics Handbook.

To create a business card:

1. In the Address List, tap New. Create an Address Book entry containing the

information you want on your business card.

2. Tap to open the Address Book menus.

Address Book

3. Tap Select Business Card from the Record menu. Tap Yes to accept this

entry as your business card.

4. Tap Done. Notice that in the Address View, the icon identifies this

record as your business card.

To beam a business card:

1. In the Address List, tap the name of your business card entry to display

the Address View screen. Tap the name in the left column, not the phone number in the right column.

2. Tap to open the Address Book menus.

3. Tap Beam Business Card from the Record menu to beam your card.

You can also press for about two seconds to beam your card.

To beam the current entry:

In the Address List, tap the name of an entry you want to beam. Tap the name in the left column, not the phone number in the right column.

2. Tap to open the Address Book menus.

3. Tap Beam Address from the Record menu to beam the current entry.

If you beam entries often, you can set the full-screen pen stroke to beam the current entry. See “Pen Preferences” on page 135.

Chapter 1 Address Book 9

Working with Address Book Entries

To beam the current category:

1. In the Address List, tap the pick list in the upper-right corner. From the

list, select the category you want to beam.

2. Tap to open the Address Book menus.

3. Tap Beam Category from the Record menu.

Removing an Address Book Entry from the Speed Dial List

You can remove a phone number from the Speed Dia l list without deleting the entry entirely from the Address Book.

To remove an Address Book entry from the Speed Dial list:

1. In the Address List, tap the name of the entry you want to remove.

Tap the name in the left column, not the phone number in the right column.

2. Tap Edit to display the Address Edit screen.

3. Tap the Speed Dial number.

4. Tap Remove.

5. In the confirmation dialog, tap Yes to remove this number from the Speed

Dial list or No to keep it.

6. Tap Done.

Deleting an Address Book Entry

To delete an entry in the Address Book:

1. In the Address List, tap the name of the entry you want to delete.

Tap the name in the left column, not the phone number in the right column.

2. Tap Edit to display the Address Edit screen.

3. Tap Details.

4. Tap Delete. Tap OK. The entry is removed from both the Address Book

and the Speed Dial list.

Tap Remove.

10 pdQ Applications Handbook

Using the Address Book Menus

This section outlines menu commands specific to the Address Book. See

“Using Menus” in the pdQ Basics Handbook for inform ation about menu commands common to all applications.

Record Menu

The commands in the Record menu vary depending on which screen is open.

If Address List is open If Address View is open

Delete Address Remove an Address Book entry. In the alert dialog, tap OK to

delete the entry. The entry is remo ved from the Address Book, but a copy is sent to an archive file on your computer during your next HotSync operation. To delete the entry completely, remove the check mark from the Save archive copy on PC check box.

Attach Note Create a note for the current entry. Delete Note Remove a note attached to an Address Book entry. In the alert

dialog, tap OK to del ete the note or Cancel to keep the note.

Address Book

Beam Address Beam the current Address Book entry to another pdQ smartphone

through the IR port.

Beam Category Beam all Address Book entries in the current category to another

pdQ smartphone through the IR port.

Select Business Card

Beam Business Card

Select the current Address Book entry as your business card. To beam your business card, use the Beam Business Card command.

Send the current business card to another pdQ smartphone through the IR port. You can also beam your business card by holding down the Address Book button for at least two seconds.

Chapter 1 Address Book 11

Using the Address Book Menus

Options Menu

The commands on the Option menu va ry depending o n wh ich screen is open .

If Address List is open

Font Choose a different font (text) style for your entries. Preferences Set how you want the Address Book to list information.

Remember last catego ry—If you select th is check box, the Address Book shows the last category you used when you return to it from another application. If you clear it, the Address Book shows the entries for all categories.

List By—Sort address entries by last name or by company.

Rename Custom Fields

Create your own names for the four custom fields. Your changes apply to all of your Address Book entries.

If Address View is open

About Address Bo ok

12 pdQ Applications Handbook

Show version information for the Address Book application.

Chapter 2

Calculator

Using the Calculator, you can quickly perform basic ca lculations. The Calculator is designed to perform addition, subtraction, multiplication, and division operations.

You can also store and retrieve values in the Calculator’s memory.

In this chapter, you’ll find...

Using the Calculator page 14 Using the Calculator Menus page 15

Using the Calculator

To open and use the Calculator:

1. Open the keypad. Tap to open the Applications Launcher.

2. Tap to dis play the Calcul ator.

3. Use your fingers or the stylus to tap the Calculator buttons on the screen.

Using the Calculator Functions

Use the Calculator function keys to perform the following calculations.

Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. When you tap this button, you can re-enter a number without starting over.

Clears the entire calculation and allows you to begin a fresh calculation. Toggles the current number between a negative va lue and a positive value. If

you want to enter a negative number, enter the number first and then press the +/- button.

Places the current number in to 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 pressing the number buttons. Pressing 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 i nserts it in the cur rent calculation . Removes any value that is stored in the Calculator memory.

14 pdQ Applications Handbook

Using the Calculator Menus

The Calculator supports the Copy and Paste commands. You can use these commands to copy a value from the Calculator and paste it into another application on the pdQ smartphone. Similarly, you can copy values from other applications on the pdQ smartphone, such as Expense, and paste the values into the Calculator. For additional information on the Copy and Paste

commands, see “Using Menus” in the pdQ Basics Handbook.

Recent Calculations

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

To display the last series of calculations:

1. Tap to open the Calculator menu.

2. Fro m th e Options menu, tap Recent Calculations to display the Recent

Calculations screen.

Calculator

3. After you finish reviewing the dialog, tap OK to close the Recent

Calculations dialog and return to the Calculator.

Chapter 2 Calculator 15

Chapter 3

Call History

Call History maintains a list of your incoming, outgoing, and missed calls. By default, the pdQ smartphone is set to keep 99 calls in Call History, but you can adjust this number as high as 999 if you choose. The pdQ smartphone automatically replaces older entrie s with new entries.

Using Call History, you can see exactly when some one called you and return the call directly. You can also track data about your calls and export it to the Expense application.

With Call History, you can...

Return a call directly. View and sort calls in three categories: Incoming, Outgoing, and Missed.

In this chapter, you’ll find...

Opening Call History page 18 Making a Call from Call History page 18 Tracking Your Calls page 18 Creating an Expense Record page 21 Using the Menus in Call Histor y page 23

Opening Call History

To open Call History:

Open the keypad. Tap to open the Call History list.

The screen shows the calls you have made or received, including th e date, time, and length. If the phone number is in your Address Book, the pdQ smartphone displays the associated name in the Who column. Otherwise,

it displays the phone number. If you haven’t made or received any calls yet, the Call History screen is empty.

If you synchronize more than one pdQ smartphone with the same user name, the Call History screen displays calls from all of them. (Notice, however, that synchronizing more than one device with the same user name is not recommended.)

The icons show what type of call was made:

Incoming call Outgoing call

Data call (for example, a call to a web site)

Making a Call from Call History

You can quickly return a phone call directly from the Call History list.

To make a call from the Call History list:

1. Open the keypad. Tap to turn on the phone.

You can view or edit the calls in Call History with your pdQ smartphone turned off, but it must be turned on to make a call.

2. Tap to open the Call History list.

3. Tap the entry you want to call.

4. Tap Dial.

Tracking Your Calls

Call History is a valuable tool for keeping track of your incoming and outgoing calls. You can sort the Call History list, copy inf ormation from it into the Address Book or the Clipboard, and delete entries.

18 pdQ Applications Handbook

Tracking Your Calls

Copying Information from Call History

You can copy the name and phone number of any caller into your Address Book or onto the Clipboard so it can be pasted into other applications.

To copy information from Call History to the Address Book:

1. Tap the entry you want to add to (or modify) in the Address Book. The

Call Detail dialog appears.

2. Do one of the following:

■ To add a new entry, tap Create Address Book Entry. Tap OK in the

confirmation dialog. The pdQ smartphone opens the Address Edit screen where you can verify or change the entry.

■ To change an existing entry, tap Update Address Book Entry. In the

confirmation message, tap OK. The pdQ smartphone opens the Address Book where you can verify or change the entry.

Call History

To copy information from Call History to the Clipboard:

1. Tap the entry you want to copy.

2. Tap to open the Call History menus.

3. Tap Copy Number to Clipboard from the Record menu.

Sorting the Call History List

With a single click, you can sort the Call History list by the name or phone number of the caller, by date and time, or by length of call. No matter which sequence you choose, new calls automatically appear at the top of the list.

To sort by name or phone number:

1. Tap Who in the column heading. Calls are listed by phone number firs t,

then by name in alphabetical order.

2. Tap Who again to resort the list by name first.

Chapter 3 Call History 19

Tracking Your Calls

To sort by the date or time the call was received:

1. Tap Date in the column heading. Calls are listed by date, with all the calls

on a single day listed by time. For calls received or made during the current day, only the time is displayed, not the date.

2. Tap Date again to resort the list based on the most recent time.

To sort by length of call:

1. Tap Length in the column heading. Calls are listed from longest to

shortest.

2. Tap Length again to resort the list from shortest call to longest call.

Deleting Calls

To delete one entry from the Call History list:

1. Tap the entry you want to delete.

2. Tap Delete. The call is removed from the list.

To delete all entries from the Call History List:

1. From the Call History list, tap to open the menus.

2. Tap Delete All Calls from the Record menu. All the calls are removed from

your Call History list.

Tracking Call Length

Your pdQ smartphone keeps statistics on the number and length of calls (in minutes) made or received on the phone.

Notice that these statistics may not match the number of calls on the Call History screen if you have synchronized more than one pdQ smartphone with the same user name. That is, the Call History screen shows the calls one user made or received on several devices, while the Call Statistics screen shows the calls made or received on one device.

Notice also that the durations of call-waiting and conference calls are not logged, since the pdQ smartphone cannot distinguish between the first and second conversations.

To track call statistics:

1. From the Call History list, tap to open the menus.

20 pdQ Applications Handbook

Creating an Expense Record

2. Tap Recent Calls from the Statistics menu.

The screen shows the total calls and total minutes for both Home and Roaming calls.

3. To reset either of these counters, tap the appropriate Reset button.

4. To view all the minutes of calls in the lifetime of your pdQ smartphone,

tap Lifetime Calls from the Statistics menu. You cannot reset the Lifetime Calls number.

Setting Up Your Call History Preferences

To define Call History preferences:

1. In the Cal l History application, tap .

2. Tap Preferences from the Options menu.

3. If you don’t want caller names to appear in the Who column even if this

information is available, tap Don ’t show name in summary.

4. To delete calls after a specific number of days, tap Delete calls after ___

days. Enter the number of days on the line.

5. To set the maximum number of calls to be listed in Call History, enter a

number between 1 and 999 on the Maximum # of Calls line.

6. Tap OK when you have finish ed.

Creating an Expense Record

If you need to keep a financial record of your calls for billing or expense reports, you can generate an expense record from Call History. The calls you select are copied to the Expense application where you can edit them, place them in categories, and export them to Microsoft

Excel.

Call History

Chapter 3 Call History 21

Creating an Expense Record

To create an expense record:

1. In the Call History list, tap a call you want to track on your expense record.

The Call Detail screen appears.

2. Tap Create Expense Record.

3. Tap the Expense category pick list and select the appropriate category for

this call.

4. Tap the Cost pick list and select hour or minute. Select the unit of currency.

Enter the amount to be charged per hour or minute.

Note: You can change the default settings in the category and cost fields

using the Options menu. See “Options Menu” on page 24.

5. If necessary, change the estimated duration of the call (for example, if you

spent billable time before or after the call that you want to in clude) .

6. Enter any additional information you want to record (for example, the

purpose or subject of the call) in the Notes area. The text you write here will appear as a Note in the Expense record of this call.

7. Tap Create.

8. Tap Done.

Information about this call is moved to the Expense application where you can edit it and export it to Microsoft Excel. For details, see “Chapter 6—Expense.”

22 pdQ Applications Handbook

Using the M enus in Call History

Using the Menus in Call History

This section outlines menu comm ands specific to Call History. See “Using Menus” in the pdQ Basics Handbook for information about menu commands common to all applications.

Record Menu

The commands on the Record menu vary depending on which screen is open.

From Call History From Call Details

Delete All Calls Remove all records from the Call History List. Look Up Names From the Call History screen, scan the Address Book to update

the information in Call History. If you have made a number of changes to your Address Book, you can select this menu option to refresh the information in Call History. Note that if you have 250 or more names in the Address Book, you may want to turn off this feature to increase the performance speed of Call History.

Copy Number to Clipboard

From the Call Details screen, copy information from a call to your Address Book.

Call History

Look up Name in Address Book

Statistics Menu

Lifetime Calls View the total minutes for all calls received during the lifetime of

Recent Calls View the total number of calls and minutes since you last reset the

These statistics may not match the calls on the Call History screen if you have synchronized more than one pdQ smartphone with the same user name. The Statistics count the calls on one pdQ smartphone. The Call History screen shows the calls made by one user on all devices synchronized under the same name.

From the Call Details screen , scan the Addr ess Book for an entry that matches this number. The pdQ smartphone makes this scan automatically after each call. However, if you have made a number of changes to your Address Book, you can select this menu option to update information in Call History.

your pdQ smartphone. You cannot reset this number.

pdQ smartphone. Calls are divided into Home and Roam areas. You can reset either or both of these numbers.

Chapter 3 Call History 23

Using the Menus in Call History

Options Menu

Preferences Manage the way calls are handled by Call History.

■ Display phone numbers only, without names.

■ Disable the lookup feature that updates Call History

with names from the Address Book. If you have more than 250 names in the Address Book, it is recommended that you disable automatic lookup to improve phone performance.

■ Delete calls after X days.

■ Set the maximum number of calls to be kept in Call

History.

Auto-Expense Automatically generate expense reports based on your

incoming or outgoing calls.

■ Generate reports for all calls or for calls in a category.

■ Enter your cost per minute or hour in any currency you

have set up.

About Call History View version information for the Call History application.

24 pdQ Applications Handbook

Chapter 4

Date Book

Using the Palm™ Date Book, you can quickly and easily schedule appointments or any kind of activity associated with a specific time and date.

With the Palm Date Book, you can...

Enter your appointment and assign it to a time and date. Display weekly and monthly charts of your appointments to spot potential

overlaps or conflicts. Set an alarm to sound prior to a scheduled activity. Create reminders for events such as birthdays and anniversaries. Attach notes to events for clarification of the entry.

In this chapter, you’ll find...

Scheduling Events in the Date Book page 26 Scheduling Repeating Events page 30 Deleting an Event page 31 Changing the Date Book View page 31 Using the Date Book Menus page 34

Scheduling Events in the Date Book

An event is any activity that you schedule for a particular day. When you create an event, its description appears on the time line, and its duration is set to one hour. You can easily change the start time and duration for any event.

You can also include events in your Date Book that have no start or end time, such as birthdays, holidays, and anniversaries. These untimed events appear at the top of the Date Book screen and are noted by a diamond.

To schedule an event for the current day:

1. Flip o pen the keypad. Press the button.

2. Tap the time line that corresponds to your event in the Date Book screen.

Tap a time line.

3. Enter information about the event.

4. To set the time of the event, do one of the following:

■ If your appointment is longer or shorter than an hour, tap the time of

the event to open the Set Time dialog.

■ If your appointment is exactly one hour long, skip to step 7.

You can also select a starting time for an appointment by making sure that no event is selected, and then writing a number on the number side of the Graffiti writing area.

Tap the time of an event.

5. Tap the appropriate hour and minute in the time columns on the right side

of the dialog to set the Start Time.

26 pdQ Applications Handbook

Scheduling Events in the Date Book

he start time

s highlighted.

Tap to scroll to earlier hours.

Tap to change hours.

Tap to change minutes.

Tap to scroll to later hours.

6. Tap the End Time box. Tap the appropriate hour and minute in the time

columns to set the End Time.

7. Tap OK to confirm your selection and close the Set Time dialog.

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

next to the time, showing the duration of the event.

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 you want to choose in the Date Bar at the top

of the Date Book screen. Tap the left arrow to move to the previous week or the right arrow to move to the next week.

Next week Previous week

Tap to select the day of the current week.

■ Press the scroll up key to move to the previous day or the scroll down

key to move to the next day.

■ Tap Go To to open the Go to Date dialog. Select a date by tapping a

year, month, and day in the calendar.

Previous year

Next year

Tap the month.

Tap the day.

Tap to select the current date.

2. After you locate the date, follow the steps in the previous section, “To

schedule an event for the current day.”

Chapter 4 Date Book 27

Date Book

Scheduling Events in the Date Book

To schedule an untimed event:

1. Select the date as described in the previous section. Tap New to open the

Set Time dialog.

2. Tap OK, so that no start or end time is defined for the new event. You can

also create a new untimed event by making sure that no event is selected, and then writing letters in the Graffiti w riting area.

3. Enter a description for the event. The untimed event appears at the top of

the Date Book screen.

New untimed event

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

If you create an event and decide later that it has no particular start or end time, you can easily change it to an untimed event. Tap the tim e 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 pdQ sma r tphone.

To reschedule an event:

1. Tap the event you want to reschedule.

2. Tap Details to open the Event Details dialog for that event.

3. Tap the Time box. Select the new time.

4. Tap the Date box. Select the new date.

5. Tap OK to return to the Date Book screen.

No time selected

28 pdQ Applications Handbook

Scheduling Events in the Date Book

Setting an Alarm for an Event

You can set an audible alarm to remind yourself of upcoming events. The alarm sounds even if the pdQ smartphone is turned off.

The default alarm setting is five minutes before an event, but you can change this time period to any number of minutes, hours, or days. When you set an alarm, appears to the far right of the event. When the a larm tone sounds, a

message also appears on the pdQ smartphone’s screen.

To set an alarm for an event:

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

2. To activate the alarm, tap the Alarm check box.

Tap here to select minutes, hours, or days. Enter the number of minutes, hours, or days.

3. Tap to select Minutes, Hours, or Days.

4. Enter any number from 0 to 99 (inclusive) as the numeric alarm setting.

5. Tap OK to return to the Date Book screen.

Note: If you set an alarm for an untimed event, the alarm sounds a tone

at the specified number of minutes, hours, or days before midnight of that day. A reminder message remains on the screen until you tap OK.

Marking a Private Event

You can designate events as “private.” When you activate the Security features, the pdQ smartphone hides all private entries. You must enter a password to see them.

To mark an event as private:

1. Tap the event you want to mark as private.

2. Tap Details to open the Event Details dialog for that event.

3. Tap the Private check box.

4. Tap OK to return to the Date Book screen.

Date Book

Chapter 4 Date Book 29

Scheduling Repeating Events

You can easily set up repeating events such as weekly m eet ings or birthdays. After you enter a repeating event, appears to the far right of the event.

To schedule a repeating event:

1. Tap anywhere on the text of an event in the Date Book screen.

2. Tap Details to open the Event Details dialog.

3. Tap Repeat to open the Change Repeat dialog.

Tap the Repeat box.

4. Tap Day, Week, Month or Year in the Change Repeat dialog.

5. In the Every line, write how frequently the event repeats. For example, if

you select Week and enter 2, the event repeats every other week.

6. To specify an ending date, tap the beside End. Tap Choose Date.

7. On the calendar, tap the end date.

8. Tap OK to activate your settings.

Considerations for Repeating Events

When you schedule or change a repeating event, be aware of the following:

■ If you change the start date, the pdQ smartphone calculates the number of

days you have moved the event and changes the end date to m aintain the same duration.

■ If you change the repeat type (for example, daily to weekly), a new

repeating event is created. Past occurrences are not changed.

■ If you change the date and apply the change to all occurrences, the new

date becomes the start date of the repeating event. The end date is adjusted to maintain the same duration.

■ If you change other repeat settings (such as time, alarm, or private) and

apply the change to all occurrences, a new event is created. The start d ate is the day you made the changes. Past occurrences are not changed.

■ If you make a change to one o ccurrence of a repeating even t (such as time),

that occurrence no longer shows the Repeat icon.

30 pdQ Applications Handbook

Deleting an Event

There are three ways to delete an event from the Date Book application:

■ Simply delete the text of the event. If you use this method to delete one

instance of a recurring event, all instances of the event are removed.

■ Use the Delete commands in the Record menu. Using this method, you can

choose to delete only one occurrence or all occurrences of the event. See

“Record Menu” on page 34.

■ Use the Event Details dialog. Using this method, you can choose to delete

only one occurrence or all occurrences of the event.

To delete an event with the Event Details dialog:

1. Tap anywhere in the text area of the event to delete it.

2. Tap Details to open the Event Details dialog.

3. Tap Delete.

4. Tap OK to confirm you want to delete the event.

Changing the Date Book View

In addition to displaying the calendar for a specific day, you can also view your Date Book by the week or month, and you can display the current time.

To toggle through the views:

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

To display the current time:

Tap the date in the Date Book title bar to display the current time.

Tap the date. The current time appears.

After a few seconds, the title bar reverts to show the date.

Working in Week View

The Week View shows a chart of your events for an entire week so you can quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule.

Date Book

Chapter 4 Date Book 31

Changing the Date Book View

To display the Week View:

1. Tap Week View in the Date Book screen.

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

time, or to display details of an event. The Week View also shows untimed events and events that are before and after the range of times shown.

Week view

Previous week

Next week

Tap for that day.

Bar indicates event above display.

Dot indicates untimed event.

Bar indicates event below display.

3. Tap any of your events to show a description of the event.

Event details

Tap to show Event details.

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

You can tap a blank time on any day to move to that day and time. Or you can tap any of the days and dates that a ppear at the top of the Week View to move directly to that day without selecting an event.

Note: 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 a ppears a t th e top or

bottom of that day’s column. The on-screen scroll arrows appear if your scheduled events go beyond the displayed time range.

32 pdQ Applications Handbook

Changing the Date Book View

Spotting Event Conflicts in Week View

With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap. In this case, any event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays bracketed bars to the left of the conflicting times.

Event conflicts

Working in Month View

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

Previous/next month

Dashed line indicates daily repeating event.

Dots on right side indicate events. Dot below date indicates untimed events.

Month view button

1. Tap any day that appears in the Month View screen to move directly to the

Day View screen for that day.

2. Tap the arrows at the top to move forward or backward a month.

3. Tap Go To to open the Date Picker and choose a different month.

4. When the Month View is on the screen, press the scroll up and scroll down

keys to move between months.

Note: To modify the dots and lines that appear in the Month View, use

the Options menu. See page 35.

Date Book

Chapter 4 Date Book 33

Using the Date Book Menus

This section explains the menu commands that are specific to the Date Book.

See “Using Menus” in the pdQ Basics Handbook for information about menu commands common to all applications.

Record Menu

New Event Create an event. The Set Time dialog appears, where you can

choose start and end times for the new event. If you do not enter start and end times, the event is untimed.

Delete Event Remove an event from the Date Book. In the confirmation di alog,

tap OK to delete the event or Cancel to keep it. You must tap an event before you use the Delete Event command.

By default, the event is removed from th e Date Book, but a copy is transferred to an archive file on your computer during your next HotSync operation. To remove the event completely, uncheck the Save archive copy on PC check box.

Attach Note Create a note for the current event. Delete Note Delete the note attached to an event. In the confirmat io n dialog,

tap OK to delete the note or Cancel to save it.

Purge Remove events older than a certain time to conserve memory.

By default, the events are removed from the Date Book, but copies are transferred to an archive file on your computer during your next HotSync operation. To remove the event completely, uncheck the Save archive copy on PC check box.

The Purge command deletes repeating events if they end before the date that you activate the Purge command.

Beam Event Beam the current event to another pdQ smartphone through the

IR port. See “Beaming Information to Other pdQ Smartphones” in the pdQ Basics Hand bo ok for more information.

34 pdQ Applications Handbook

Using the Date Book Menus

Options Menu

Font Choose a font (text) style for your Date Book entries. See

Preferences Set preferences for Date Book times and alarms.

“Choosing Fonts” in the pdQ Basics Handbo ok for details.

Start/End Time sets the st ar t and end times for the screen.

Alarm Preset automatically sets an alarm for each new event.

Alarm Sound controls the type of tone the alarm generates.

Remind Me defines how ma ny times the alarm sounds. The choices are 1, 2, 3, 5, and 10 times.

Play Every defines how often the alarm sounds. The choices are 1, 5, 10, and 30 minutes.

Display Options Change the Date Book’s appearance and the events that appear.

Show Time Bars turns on time bars in the Day View. Time bars show the duration of events and illustrate event conflicts.

Compress Day View controls how times appear in the Day View. If you remove the check mark, all time slots appear. If you check it, start and end times for each event appear, bu t blank ti me slots at the bottom of the screen disappear.

Check any or all of the Month View Settings to show timed, untimed, or daily repeating events in the month view.

Phone Lookup Activate the Phone Lookup feat ure. See “Using Phone Lookup” in

the pdQ Basics Handbook.

About Date Book Show version information for the Date Book application.

Date Book

Chapter 4 Date Book 35

Chapter 5

Dialer

The Dialer gives you access to an on-screen keypad while the keypad on the

front of the pdQ smartphone is flipped open. The Dialer’s keypad works the same as the keypad on the front of the pdQ smartphone.

Because the key areas on the Dialer are large, you can tap them with your fingers as well as the stylus.

With the Dialer, you can...

Make phone calls as if you were using the pdQ smartpho ne keypad. Make phone calls using the Address Book. Make phone calls using Speed Dial.

In this chapter, you’ll find...

Making Calls from the Dialer page 38

Making Calls from the Dialer

To make a call using the Dialer:

Use the Dialer to make phone calls with the keypad open .

1. Open the keypad. Tap to turn on the phone.

2. Tap to display the on-screen keypad.

3. Tap or press keys to enter a phone number. Tap Send.

While the call is in progress, you can use the Dialer to enter other numbers as necessary, such as extensions or passwords.

4. Tap End when you have finished your call.

To call a number in your Speed Dial list:

Since the Dialer works like the pdQ smartphone’s regular keypad, you can use your Speed Dial numbers on this screen.

1. Open the keypad. Tap to turn on the phone.

2. Tap to display the on-screen keypad.

3. Tap or press the Speed Dial number you want to call.

4. Tap Send.

5. When you have finished your call, tap End. To close the Dialer, tap Done.

Dialer Tips

■ You can copy phone numbers from applications such as the Memo Pad or

■ You can enter a phone number in the dialer by writing in the Graffiti area

The number and name of this entry appear at the top of the screen.

pdQmail into the Dialer. For example, suppose someone sends you a phone number in a text message. Just highlight the phone number and select Copy from the Edit menu. Then open the Dialer. The first 32 dialable characters are copied into the Dialer. Tap Send to make the call.

or using the on-screen keyboard, if you prefer.

38 pdQ Applications Handbook

Chapter 6

Expense

The Palm™ Expense application enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer.

With the Palm Expense application you can:

Record dates, types of expenses, amount spent, payment metho d, and other details associated with any money th at you spend.

Create categories for your expenses, such as business and personal expenses associated with a range of dates.

Keep track of vendors (companies) and people involved with each particular expense.

Log miles traveled for a particular date or expense category. Sort your expenses by date or expense type. Transfer your expense information to a Microsoft® Excel spreadsheet

(version 5.0 or later) on your computer. (Microsoft Excel is not included with the pdQ smartphone package.)

In this chapter

Creating an Expense Item page 40 Entering Receipt Details page 41 Transferring Your Data to Microsoft Excel page 45 Using the Expense Menus page 48

Creating an Expense It em

Creating an Expense Item

Using Expense, you can record the date, expense type, and amount spent on an item; sort your expense items into categories; and add other information.

To open Expense:

1. Fli p open the keypad. Tap to open the Applications Launcher.

2. Tap to display the Expense List screen.

To create an expense item:

1. Tap New in the Expense List to create a new item.

Cursor of new item

Tap New.

2. Enter the amount of the expense.

3. Tap Expense Type and select a type from the pick list.

As soon as you select an expense type, your pdQ smartphone saves your entry. If you do not select an expense type, it does not save the entry.

40 pdQ Applications Handbook

Tap here to open the pick list.

Entering Receipt Details

Note: A quick way to create a new expense item is to make sure that no

expense item is selected in the list, write the first letter(s) of the expense type, and then write the expense amount. The automatic

fill feature completes the information. See “Options Menu” on page 48.

Changing the Expense Item Date

Initially, expense items appear with the date you enter them on the pdQ smartphone. You can use the Expense application to change the date associated with any expense item.

To change the date of an expense item:

1. Tap the expense item you want to modify.

2. Tap the date of the selected item to open the Date dialog.

Expense

Tap the date.

3. Tap the date you want for the expense item.

Entering Receipt Details

To open the Receipt Details dialog:

1. Tap the expense item you want to modify.

2. Tap Details .

Chapter 6 Expense 41

Entering Receipt Details

3. S elect any of the follow ing options:

Category Select a category for this item. Two sample categories (New

Type Select the expense type. Payment Set the payment method. If the item is prepaid (such as airline

Currency Set the type of currency for this item.

York and Paris) are included to show how you might sort your expenses by business trips. Choose Edit Categories from the pick list to create new categories or change existing ones.

tickets supplied by your company), choose Prepaid to place the

expense correctly in the expense report . See “Tran sferring Your Data to Microsoft Excel” on page 45.

To change the default currency, see “Options Menu” on page 48. You can also display up to four other common types of currency. See the next section, “Customizing the Currency Pick List.”

Vendor and City

Attendees Display the

Record the name of the the city where the expense was incurred. For example, a business lunch might be at Rosie's Cafe (Vendor) in San Francisco (City).

Memo Pad. Use this screen to list the people who attended the event or to make any other notes about the expense.

Attendees screen, which resembles a memo in the

Tap here.

vendor associated with the expense and

4. Tap Lookup to display the name s and companies of people in your

Address Book.

5. Tap OK to activate your selections.

Customizing the Currency Pick List

You can select the currencies and symbols that appear in the Currency pick list.

To customize the Currency pick list:

1. In the Receipt Details dialog, tap the Currency pick list.

42 pdQ Applications Handbook

Entering Receipt Details

2. Tap Edit currencies.

Tap Edit currencies.

3. Tap each Currency pick list to choose the country whose currency you

want to display on that line.

4. Tap OK to activate your selection s.

If the correct currency is not in the list of countries, you can create your

own country and currency symbol. See the next section, “Setting Up a Custom Currency Symbol.”

Setting Up a Custom Currency Symbol

Expense

To define a custom currency symbol:

1. From the Expenses screen, tap to open the Expenses menu.

2. Choose Custom Currencies from the Options menu.

Tap a Country button.

3. Tap one of the Country boxes to open the Currency Properties dialog.

4. Enter the name of the country and the symbol you want to appear in the

Expense application. Tap OK.

5. Tap OK to close the Custom Currencies dialog.

Chapter 6 Expense 43

Entering Receipt Details

Note: To use your custom currency symbol as the default for all Expense

entries, choose the symbol in the Preferences dialog. To use your custom currency symbol only for particular expense items, choose the symbol in the Receipt Details dialog associated with those items.

Using Show Options

You can define the sort order and other settings for your expense items.

To open the Show Options dialog:

1. Tap Show in the Expense List to open the Show Options dialog.

Tap Show.

2. S elect any of the follow ing options: Sort By Distance Show Currency

3. Tap OK to activate your selections.

Sort the Expense entries by date or expense type. Display Mileage entries in miles or kilometers. Show or hide the currency symbol in the expense list.

44 pdQ Applications Handbook

Transferring Your Data to Microsoft Excel

After you enter your expenses on the pdQ smartphone, you can view and print the data on your computer using the Palm Desktop software.

You need Microsoft Excel version 5.0 (or later). Microsoft Excel is not included with the pdQ smartphone. The procedures in this section assume that you

have installed the Palm Desktop software. See “Installing Palm Desktop Software” in the pdQ Basics Handbook for more information.

Printing an Expense Report

To print your expense report:

1. Perform a HotSync operation to transfer your latest Expense data to your

computer. See “Chapter 7—HotSync Technology” for details.

2. On the computer, click Expense in the Palm Desktop to open Microsoft

Excel and the Expense Report configuration dialog. If you open Expense from the Start menu (instead of the Palm Desktop),

you must first choose the pdQ smartphone user name.

3. Cli ck the expense category that you want to print.

Expense

Click to select Categories.

Shift+click to select multiple categories. To view the expenses for all of your Expense categories, click All in the Categories area.

4. To define an end date for the report, enter the date in the End Date area.

If you do not specify an end date, all expense entries for the selected categories will appear — up to the date of the last HotSync operation.

Chapter 6 Expense 45

Transferring Your Data to Microsoft Excel

5. Click Print to display the expense report in the Print Preview window.

6. Click Print in the Microsoft Excel window to print your expense report.

To view your Expense data in a Microsoft Excel spreadsheet:

1. Perform a HotSync operation to transfer your latest Expense data to your

computer and make it available to the Palm Desktop.

2. Click Expense in the Palm Desktop to open Microsoft Excel and the

Expense Report configuration dialog. If you open Expense from the Start menu (instead of the Palm Desktop), choose the pdQ smartphone user name.

Click to select Categories.

3. Click the expense ca tegory that you want to use. Shift+click to select

multiple categories. To view the expenses for all categories, click All.

4. To define an end date for the report, enter the date in the End Date area.

If you do not specify an end date, all expense entries for the selected categories appear up to the date of the last HotSync operation.

46 pdQ Applications Handbook

Transferring Your Data to Microsoft Excel

5. Click Create to open a Microsoft Excel spreadsheet containing your data.

You can enter information, make formatting changes, save, and print the file in the normal manner.

Using Expense Report Templates

Palm Desktop software comes with several Excel templates you can use or

customize. See Appendix A—Expense Reports for details.

Expense

To view your Expense data using a Microsoft Excel template:

1. Open your Expense data in a Microsoft Excel spreadsheet.

2. Click Options.

Enter name and other information.

Choose an expense template.

3. Enter name, department, and other information for your expense report.

4. Cli ck the Templates menu. Then click an expense template.

You can create custom expense templates and add them to the Template menu. See Appendix A—Expense Reports for details.

5. Cli ck OK to return to the Expense Report Options dialog.

Chapter 6 Expense 47

Using the Expense Menus

This section explains the menu commands in the Expense application. See

“Using Menus” in the pdQ Basics Handbook for information about menu commands that are common to all applications.

Record Menu

Delete Item Delete an expense item. You must tap the item you want to delete

before Delete Item appears in t he menu. The item is r emoved from the pdQ smartphone, but a copy is transferred to an archive file on your computer during your next HotSync operation. To remove the item completely, uncheck the Save archive copy on PC check box.

Purge Conserve mem ory by deleting expense categories you no longer

use. An alert dialog prompts you to confirm that you want to purge all records from the selected category.

Options Menu

Preferences Set the automatic fill feature and the default currency symbol.

Custom Currencies

About Expense View version information for the Expense application.

Use automatic fill to select an expense type by writing its first letter in the Graffiti writing area.

Default currency sets the default currency symbol for the Expense application.

Define additional currency symbols for the Expense application. Use this command only if the symbol you need is not availab le in

the Currency pick list. (See “Setting Up a Custom Currency Symbol” on page 43.)

48 pdQ Applications Handbook

Chapter 7

HotSync Technology

HotSync® technology automatically synchroniz e s data between your pdQ

smartphone and the Palm™ Desktop software on your computer. Changes you make on either the pdQ smartphone or the computer appear in both places. Once you complete a few simple setup steps, performing a HotSync operation is as simple as tapping an icon.

With HotSync technology, you can...

Synchronize the Date Book, Address Book, To Do List, Memo Pad, Expense entries, and e-mail messages on the pdQ smartphone with the entries on your computer.

Manage individual or multiple pdQ smartphones with a centralized computer.

Keep your data safe by automatically creating backup copies each time you synchronize.

In this chapter, you’ll find...

HotSync Technology and the HotSync Manager page 50 Setting Up Your First HotSync Operation page 50 Performing a Local HotSync Operation page 51 Selecting HotSync Setup Options page 52 Customizing HotSync Operations page 53 Using File Link page 56

HotSync Technology and the HotSync Manager

The HotSync Manager oversees the synchronization process. It runs in the background and monitors a communications port on your computer for a HotSync command from a pdQ sm art pho ne.

When it “hears” a HotSync command, HotSync M anager synchronizes data in the Date Book, Address Book, To Do List, Memo Pad, Palm Mail, pdQmail, and Expense applications. It can synchronize the data even when the Palm Desktop software is not running.

You can synchronize your data by connecting the pdQ smartphone directly to your computer with the HotSync cradle or indirectly to a network.

Note: This chapter covers HotSync operations for computers running

Microsoft Windows. To perform a HotSync operation with a Macintosh

Contact Palm Computing at 800-881-7256 (USA), 800-891-6342 (Canada), or 801-431-1536 (worldwide). You can also visit the Palm Connected Organizers web site at http://www.palm.com.

computer, you must purchase a MacPac connection kit.

Setting Up Your First HotSync Operation

The first time you synchronize your data, you must enter user information on both the pdQ smartphone and the computer. Once you enter this information and synchronize, the HotSync Manager recognizes your pdQ smartphone and

doesn’t ask for this information again. If you are a System Administrator preparing several pdQ smartphones for a group of users, see “Creating a User Profile” on page 55 before performing the following steps.

To perform a HotSync operation for the first time:

1. Connect the pdQ smartphone cradle to your computer and plug the power

cord into an outlet.

2. If the Palm Desktop is not already running, double-click the Palm Desktop

icon on the Windows desktop (or select Palm Desktop from the Start menu) to start it.

3. Click in the Windows taskbar to open the HotSync Manager menu.

4. Click Local from the HotSync Manager menu.

Tap Local to indicate that you are using the cradle to synchronize.

50 pdQ Applications Handbook

Performing a Local HotSync Operation

5. Slide the pdQ smartphone into the cradle. You’ll hear a click when it is

inserted properly.

6. Open the keypad. Tap to open the Applications Launcher.

7. Tap . Because you are performing your first HotSync operation for this

pdQ smartphone, the New User dialog appears.

8. Enter a user name for your pdQ smartphone.

Note: Every pdQ smartphone must have a unique name. Never try to

synchronize more than one pdQ smartphone using the same user name.

9. Click OK to start the synchronizati on process.

HotSync Technology

10. Wait for a message indicating that the process is complete.

Performing a Local HotSync Operation

After you have completed your first HotSync operation, the HotSync process is even faster and easier.

Note: It does not matter whether the pdQ smartphone is turned on or off

when you perform a HotSync operation. However, do not power the phone on or off during a HotSync operation.

To perform a local HotSync operation:

1. Connect the pdQ smartphone cradle to your computer and plug the power

cord into an outlet. Insert the pdQ smartphone into its cradle.

2. If the HotSync Manager is not running on your computer, start it.

3. Tap on the pdQ smartphone screen to begin the HotSync operation.

4. Wait f or a message indicating that the process is complete.

To perform a local HotSync operation with the keypad closed:

1. In sert the pdQ smartphone into its cradle.

2. If the HotSync Manager is not running on your computer, start it.

3. Press and hold on the keypad to turn on the phone.

4. Press the left smart key under Menu.

Chapter 7 HotSync Technology 51

Selecting HotSync Setup Options

5. Use the Volume Control keys on the left side panel of the pdQ smartphone

to scroll through the menu until 6 Launch Hotsync is bold.

6. Press the right smart key under Select.

7. Wait f or a message indicating that the process is complete.

Selecting HotSync Setup Options

You can choose when you want HotSync Manager to run, and you can adjust the local and modem HotSync settings.

To set the HotSync Options:

1. Click in the Windows taskbar to open the HotSync Manager menu.

2. Click Setup on the HotSync Manager menu.

3. Click the Gen e ral ta b and select one of the following options:

Always available Adds HotSync Manager to the Startup folder and

constantly monitors the communication port for synchronization requests. W ith this option, the HotSync Manager conducts synchronizations even when the Palm Desktop software is not running.

Available only when Palm Desktop is running

Manual Starts the HotSync Manager and monitors requests only

Starts HotSync Manager and monitors requests automatically when you open the Palm Desktop software.

when you select HotSync Manager from the Start menu.

52 pdQ Applications Handbook

Customizing HotSync Operations

If you’re not sure which option to use, select Always available.

4. Click the Local tab to display the settings for the connection between your

PC and the pdQ smartphone’s cradle.

5. Adjust the following options as needed.

Serial Port Identifies which port the Palm Desktop software will use to

communicate with the cradle. This selection should match the port number where you connected the cradle.

The pdQ smartphone cannot share this port with an internal modem or other device. If you have trouble determining the

correct port, see “Troubleshooting Tips” in the pdQ Basics Handbook.

HotSync Technology

Speed Determines the speed at which data is transferred between the

pdQ smartphone and the Palm Desktop software. We suggest you try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows the pdQ smartphone and the Palm Desktop s oftware to find and use the fastest speed.

6. Cli ck OK to close the Setup dialog.

Customizing HotSync Operations

For each application, a program called a conduit controls how the records are moved during synchronization. There are conduits for the Date Book, Addre ss Book, To Do List, Memo Pad, and Expense applications, as well as System and Install conduits.

In most cases, you won’t need to make any changes in the default conduit settings. However, in the following cases, you m ust customize these settings:

■ To overwrite data on either the pdQ smartphone or the Palm Desktop.

■ To avoid synchronizing a particular type of file because you don’t use it.

Note: You must also set up a conduit to use the pdQmail application. See

“Setting Up the pdQmail Conduit” on page 105.

Chapter 7 HotSync Technology 53

Customizing HotSync Operations

Customizing HotSync Conduit Settings

To customize HotSync conduit settings:

1. Click in the Windows taskbar to open the HotSync Manager menu.

2. From the HotSync Manager menu, click Custom.

3. Select the appropriate user name from the list at the top of the dialog.

4. Sel e ct the application in the Conduit list you want to change.

5. Click Change. The Change HotSync Action dialog appears.

6. Click the direction in which you want to write data, or click Do Nothing to

skip data transfer for an application.

Note: Changing the HotSync setting from the default affects only the

next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongo ing basis, select the Set As Default box. Thereafter, just click Default in the Custom dialog to revert to the default settings.

7. Repeat steps 3–6 to change conduit settings for other applications or for a

different user name.

8. Click OK to activate your settings.

54 pdQ Applications Handbook

Customizing HotSync Operations

Performing a HotSync Operation via a Network

Using Network HotSync software, you can take advantage of the network connectivity available in many office environments. This software, which is available separately from Palm Computing, enables you to perform a HotSync operation using a cradle that is connected to any PC on your Local Area Network (LAN) or Wide Area Network (WAN). It is available for Windows 95 and Windows NT 4.0 systems only.

If you want to set up this capability, first contact the network administrator of your company Intranet for details about the network security precautions in place at your company. You can download the HotSync Network Connection for Palm Desktop 3.0 from the Palm Computing web site. The download includes both files and documentation. For complete information, see www.Palm.com. Select Support and Palm III series.

Creating a User Profile

If you need to configure a number of pdQ smartphones with specific information (such as a company phone list) before distributing them to their actual users, you can create a User Profile to load the data into a pdQ smartphone without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular pdQ smartphone. See“Using File Link” on

page 56 for info rmation about loading data after you assign a User ID.

HotSync Technology

To create a User Profile:

1. Open the Palm Desktop software.

2. Click Users from the Tools menu to open the Users dialog.

3. Cli ck Profiles to open the Profiles dialog.

4. Click New to open the New Profile dialog.

5. Enter a name for the Profile and click OK.

Chapter 7 HotSync Technology 55

Customizing HotSync Operations

6. Repeat steps 4–5 for each Profile you want to create.

7. When you have finished, click OK to return to the Palm Desktop.

8. Select the Profile from the User list and create the data for the Profile (such

as company phone list).

To use a profile for the first-time HotSync operation:

1. Place the new pdQ smartphone in the cradle, then tap to open the

Users dialog.

2. Click Profiles to open the Profiles dialog.

3. Cho ose the profile you want to install on the pdQ sma r tphone. Click OK.

4. Click Yes to transfer all the Profile data to the pdQ smartphone.

The next time you use HotSync, the Palm Desktop softw are wi ll prompt you to assign a User name to the pdQ smartphone .

Using File Link

Using File Link, you can synchronize the Address Book and Memo Pad information on your pdQ smartphone with an external file, such as a company phone list.

HotSync Manager stores the data in a separate cate gory on your Palm Desktop and your pdQ smartphone. You can configure the File Link feature to ch eck for changes to the external file when you perform a HotSync operation. For information on how to set up a File Link, see the Palm Desktop Software online Help.

With File Link you can synchronize data stored in any of these formats:

■ Comma-separated (*.csv) ■ Address Book archive (*.aba)

■ Memo Pad archive (*.mpa) ■ Text (*.txt)

56 pdQ Applications Handbook

Chapter 8

Memo Pad

The Palm™ Memo Pad provides a place to take notes that are not associated with Date Book, Address Book, or To Do items.

With the Palm Memo Pad, you can...

Take notes or write any kind of message on your pdQ smartphone. Drag and drop memos into popular computer applications like Microsoft

when you synchronize using Palm Desktop software and HotSync

Word technology.

Assign categories for memos so you can quickly view just your business-related memos, personal memos, or any other category that you define.

Quickly jot down phone numbers and other types of information. Later, you can copy and paste this information to other applications.

Beam memos to other pdQ smartphones or Palm devices.

In this chapter, you’ll find...

Creating Memos page 58 Reviewing and Editing Memos page 58 Deleting a Memo page 60 Using Memo Pad Menus page 61

Creating Memos

A memo can contain up to 4,000 characters; the number of memos you can store is dependent only on the memory available on your pdQ smartphone.

To create a memo:

1. Fli p open the keypad. Press the button.

The Memo List shows the first line of every memo you have created.

2. Tap New to create a new memo.

If you just begin writing in the Graffiti writing area w hile th e Memo List screen is open, a new memo is automatically created.

Tap New.

3. Enter the text you want to appear in the memo. The first letter is

automatically capitalized. Write (the carriage return stroke) to move down to new lines in the memo.

4. When you have finished, tap Done to return to the Memo List screen.

Reviewing and Editing Memos

Each time you create a memo, the f irst line of the me mo appea rs in the M emo List screen. This makes it easy to locate and review your memos.

To review the contents of a memo:

1. Tap the text of the memo that appears in the Memo List screen to display

the memo on the screen.

Tap a memo to review its contents.

58 pdQ Applications Handbook

Reviewing and Editing Memos

2. Review or edit the text in the memo.

3. Tap Done to save your changes and return to the Memo List screen.

Arranging Memos

You can sort your memos alphabetically or in any order that you want.

To select a sort option:

1. Tap to open the Memo Pad menus in the Memo List screen.

2. Tap Preferences from the Options menu.

3. From the Sort pick list, select Manual or Alphabetic.

4. Tap OK to activate your setting.

Manually Arranging the Memo List

If you choose the Manual option for the Sort by setting, you can manually rearrange the order of the memos in the Memo List screen. When you rearrange your memos, the pdQ smartphone renumbers all the memos to reflect the new order.

Memo Pad

The Manual setting of the Memo Preferences is not transferred to the Palm Desktop. If you choose to display your memos alph abetically on the Palm Desktop and then perform a HotSync operation, the arrangement of the memos on your pdQ smartphone will still be in the order defined in the Memo Preferences setting.

To rearrange the order of your memos:

1. Select the Manual option in the Preferences dialog as described in the

previous procedure.

2. In the Memo List screen, tap and drag the memo to a new location in the

list. When you lift the stylus from the pdQ smartphone’s screen, the memo appears in its new location.

Choosing a Memo Category

Categories are used to file individual memos into groups for easy review. You can assign and edit categories by using the Categories pick list (in the upper-right corner of the screen) or the Details dialog. See “Using Categories” in the pdQ Basics Handbook for a complete description of categories.

Chapter 8 Memo Pad 59

Beaming a Memo

Marking a Priva t e Memo

You can designate any memo as “private.” When you activate the Security features, the pdQ smartphone hides all private entries. You must enter a password to display them on the screen.

To mark a memo as private:

1. Tap the memo you want to mark as private to display it on the screen.

2. Tap Details to open the Memo Details dialog for that memo.

3. Select the Private check box.

4. Tap OK to close the Memo Details dialog and return to the memo screen.

Beaming a Memo

To beam a memo:

1. Open the memo you want to beam. Tap to open the menus.

2. To beam one memo, tap Beam Memo from the Record menu.

3. To beam all the memos in the current category, tap Beam Category from

the Record menu.

Note: Your pdQ smartphone is shipped with the Beam feature disabled

to save battery power. To turn it on, see “Setting General Preferences” on page 138.

Deleting a Memo

There are three ways to delete a memo—simply delete the text of the memo, use the Menu Command (see “Record Menu” on page 61), or use the Memo Details dialog.

To delete a memo with the Memo Details dialog:

1. Tap the memo you want to delete.

2. Tap Details.

3. Tap Delete.

4. In the Delete Memo dialog, tap OK.

60 pdQ Applications Handbook

Using Memo Pad Menus

The Memo Pad includes menu commands to make it fast and easy to perform

common file and editing tasks. See “Using Menus” in the pdQ Basics Handbook for information about menu commands common to all applications.

Record Menu

The commands on the Record menu vary, depending on which screen is open.

Memo List Memo screen

New Memo Create a new memo. Delete Memo Delete the current memo. In the conf irmation dialog, tap OK to

delete the memo or tap Cancel to keep the memo. By default, the memo is removed from the Memo List, but a copy

is transferred to an archive file on your computer during your next HotSync uncheck the Save archive copy on PC check box.

Beam Memo Beam the cu rrent memo to another pdQ smartphone throu g h the

IR port.

operation. To remove the memo completely,

Memo Pad

Beam Category Beam all memos in the current category to another pdQ

smartphone through the IR port.

Chapter 8 Memo Pad 61

Using Memo Pad Menus

Options Menu

The commands on the Options menu vary, depending on what screen is open.

Memo List Memo screen

Font Choose a font (text) style for your memos. Go to Top of Page Move to the top (first) line of the memo. Go to Bottom

of Page Phone Lookup Activate the Phone Lookup feature. See “Using Phone

Preferences Open the Preferences dialog where you can set up the sort

About Memo Pad Show version information for the Memo Pad.

Move to the bottom (last) line of the memo.

Lookup” in the pdQ Basics Handbook.

order for your memos.

62 pdQ Applications Handbook

Chapter 9

Modem Emulation

Your pdQ smartphone has a built-in wireless modem. Using the Modem Emulation application, you can put your pdQ smartphone in the cradle and use it like a modem for communication between your computer and other computers or networks.

If you prefer, you can connect the pdQ smartphone to your computer with a data cable, instead of the cradle. The data cable is not included in your package, but it is available as an accesso ry.

With Modem Emulation, you can...

Operate the pdQ smartphone as a 19,200 baud modem. For example, you can connect to a remote file server or an Internet site using the pdQ smartphone in its cradle exactly as you would use any standard modem. Be aware, however, that you cannot send or receive voice calls while you are using the modem in this way.

In this chapter, you’ll find...

Setting Up Modem Emulation page 64 Opening Modem Emulation page 65 Exiting Modem Emulation page 66 Tips and Troubleshooting page 66

Setting Up Modem Emulation

To set up Modem Emulation:

1. Fli p open the keypad. Tap to turn on the phone.

2. Tap to display the Applications Launcher.

3. Tap to open the Modem Emulation application.

You see status information beginning with

“Initializing Modem” and continuing to “Modem Ready.”

4. Tap to open the Modem Emulation menu.

5. From the Options menu, tap Settings.

This screen shows the serial communications settings between your

computer and the pdQ smartphone. Match your comp uter’s settings to these values. You can change these settings if necessary. Refer to your computer user guide.

6. Tap Baud Rate and select 9600, 19200, or 38400.

Note: This setting controls the baud rate for communication between

your computer and the modem. It does not affect the baud rate at which the modem communicates with the outside world, which is set at 19,200.

7. Tap Data Bits and select 8, 7, 6, or 5.

8. Tap Parity and select None, Even, or Odd.

64 pdQ Applications Handbook

Opening Modem Emulation

9. Tap Stop Bits and select 1 or 2.

10. Do not change the Flow Control setting. Leave Flow Control set to

Hardware.

11. Tap Done.

Opening Modem Emulation

You can use the Modem Emulation application with the keypad flipped open or closed. Notice, however, that you cannot make or receive voice calls or use any other applications while the pdQ smartphone modem is in use. Incoming phone calls will receive a busy signal. Opening any other application terminates the modem call.

To start Modem Emulation with the keypad open:

1. Slide the pdQ smartphone into the cradle. If the cradle is attached to the

port you use for HotSync operations, turn off HotSync on your computer. If you are using a data cable and/or a different port than the one you use

for HotSync operations, it is not necessary to turn off H otSync.

2. Fl ip open the keypad. If the smartphone is not on, tap to turn it on.

3. Tap to display the Applications Launcher.

4. Tap to open the Modem Emulation application.

You see status information beginning with “Initializing Modem” and continuing to “Modem Ready.”

5. From the computer, make the connection you want to initiate.

When Modem Emulation is running, the

status information displays “Modem InUse.” You cannot receive voice calls or open other applications while Modem Emulation is running.

To start Modem Emulation with the keypad closed:

1. Slide the pdQ smartphone into the cradle. If the cradle is attached to the

port you use for HotSync operations, turn off HotSync on your computer. If you are using a data cable and/or a different port than the one you use

for HotSync operations, it is not necessary to turn off H otSync.

Modem Emulation

Chapter 9 Modem Emulati on 65

Exiting Modem Emulation

2. If the smartphone is not already on, press the button to turn it on.

3. Press the left smart key under Menu.

4. Press the down volume button to scroll through the menu. When 5 Turn

Modem Mode On is bold, press the right smart key under Select. The message Modem Mode On appears on the screen.

5. From the computer, make the connection you want to initiate.

Exiting Modem Emulation

To exit Modem Emulation with the keypad open:

Tap the Applications Launcher and select a different application or tap End. The session terminates automatically.

To exit Modem Emulation with the keypad closed:

1. Press the left smart key under Menu.

2. Press the down volume button to scroll through the menu. When 5 Turn

Modem Mode Off is bold, press the right smart key under Select. The message Modem Mode Off appears on the screen.

Tips and Troubleshooting

❑ If you see the message “Failed to Initialize Modem,” make sure the pdQ

smartphone is turned on. Exit Modem Emulation by tapping the Applications Launcher. Turn on the pdQ smartphone and resta rt Modem Emulation.

❑ You may also see “Failed to Ini tialize Modem” if you attempt to make a

modem connection while you are in a voice call. You cannot make a voice call and a data call simultaneously using the same modem.

❑ When Modem Emulation is in the “Modem Ready” state, you can make

and receive calls on the pdQ smartphone. Once it is in the “Modem InUse” state, you can no longer make or receive voice calls until you end the modem session.

❑ You cannot use other Palm or pdQ smartphone applications while

running Modem Emulation. If you open another application, your m odem session automatically terminates.

66 pdQ Applications Handbook

Chapter 10

Palm Mail

With the Palm™ Mail application, you can...

Use your pdQ smartphone to read e-mail m e ssages that you have

downloaded from your computer’s e-mail application. View, delete, file, and reply to incoming mail. Create outgoing messages and drafts of messages to finish later. Create both simple and complex filters to control the types of e-mail your

pdQ smartphone retrieves from your computer’s e-mail application.

In this chapter, you’ll find...

Deciding Which E-mail Application to Use page 68 Setting Up Palm Mail page 68 Viewing Messages page 70 Creating Messages page 71 Sending Messages page 76 Deleting Messages page 78 Managing the Message List page 79 Setting HotSync Options page 81 Working with Filters page 82 Using the Mail Menu Comman ds page 86

Deciding W hich E-mail Application to Use

Deciding Which E-mail Application to Use

The pdQ smartphone is delivered with two e-mail applications—Palm Mail and pdQmail. Choose which one you wan t to use ba sed on how you handle your e-mail and what e-mail program you are running on your computer.

Application Method Use this method if...

pdQmail over the air Use this method to send and receive e-mail

wirelessly on your pdQ smartphone. In this method, you connect to a mail server from your phone. Your telephone service provider must offer digital data coverage in your area. All your e-mail messages must be kept on an

Internet server. See “Chapter 13—pdQmail.”

using HotSync Technology

Palm Mail using

HotSync Technology

Use this method to send and receive e-mail via your computer using a MAPI-compliant e-mail program such as Eudora or Microsoft Outlook Express. You transfer e-mail messages to and from your pdQ smartphone using a HotSync operation. See “Chapter 13—pdQmail.”

Use this method to send and receive e-mail via your computer using an e-mail program other than Eudora or Outlook Express. You transfer messages to and from your pdQ smartphone using a HotSync operation.

Setting Up Palm Mail

Before you use Palm Mail for the first time, your computer’s e-mail application should be up and running. You must also set up the Pa lm Desktop organizer software for use with your computer’s e-mail applicatio n.

The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up P alm Mail during the installation. If you have not yet install e d the Palm Desktop software, you will be prompted to set up Palm Mail as part of the Palm Desktop software installation.

To set up Palm Mail:

1. Click the Windows Start menu.

2. From the Start menu, choose Programs; choose Palm Desktop; and then

choose Mail Setup.

3. Follow the instructions on the screen to set up your pdQ smartphone for

use with your computer’s e-mail application.

68 pdQ Applications Handbook

Setting Up Palm Mail

To select HotSync options:

1. Cli ck in the Windows taskbar to open the HotSync menu.

2. Cli ck Custom from the HotSync menu to open the Custom dialog.

You can also click Custom from the HotSync menu in the Palm Desktop.

3. Click Mail in the Custom list box.

4. Click Change to open the Change HotSync Action dialog.

5. Click one of the following settings:

Synchronize the files

Desktop overwrites handheld

Do Nothing Turn off communication between your pdQ smartphone

Synchronize the mail on the pdQ smartphone and your

computer’s e-mail application. Replace the mail on your pdQ sma rtphone w ith th e mail in

your computer’s e-mail application. Use th is opt ion o nly if the two In boxes get out of sync. It applies for one HotSync operation and then reverts back to the default setting.

and computer’s e-mail application for one HotSync operation.

6. To change the default setting on an ongoing basis, click the Set As Default

check box.

Note: To turn off the Palm Mail application, select Do Nothing and then

select the Set as Default check box.

To change your Palm Mail setup options

Click in the Windows taskbar to open the HotSync menu.

2. Cli ck Custom from the HotSync menu.

You can also click Custom from the HotSync menu in Palm Desktop.

Palm Mail

3. Click Mail in the Conduit list.

Chapter 10 Palm Mail 69

Viewing Messages

4. Click Change to open the Change HotSync Action dialog.

5. Modify your settings as needed. Click OK to confirm your changes.

Synchronizing Palm Mail with Your E-Mail Application

After you have configured Palm Mail, perform a HotSync operation to

synchronize Palm Mail with y our computer’s e-mail application. For details, see “Chapter 7—H otS ync Technology.”

Viewing Messages

To open Palm Mail:

1. Open the keypad. Tap to open the Applications Launcher.

2. Tap to display the Message List screen.

The Message List lists your incoming messages, who sent them, and the date they were received. A check mark appears beside messages you’ve read. High-priority messages appear in bold.

Previously read

To open a message:

Tap a message in the list to open it.

Header mode—Abbreviated or Complete

Recipient Sender Subject Time and date sent

Message body

Messages appear by default in the abbreviated mode. To switch to the full header mode, see “Displaying Full Header Information” on page 71.

70 pdQ Applications Handbook

Creating Messages

To close a message:

Tap Done to close the message and return to the Message List.

Changing the Message Fonts

You can modify the way messages appear by changing the font (text) style. See

“Choosing Fonts” in the pdQ Basics Handbook for details.

Displaying Full Header Information

By default, Palm Mail displays abbreviated header information showing only the From and Subject lines. Palm Mail uses the header type you select for all your messages.

To display full header information:

1. Open a message.

2. Tap the Complete Header icon to display the full header.

3. To redisplay the short header, tap the Abbreviated Header icon .

Creating Messages

You create messages on the pdQ smartphone the same way you create messages with your computer’s e-mail application—you identify the recipient(s) of the message, enter a subject, and create the body of the message.

You create messages and replies in the New Message screen. All messages must, at the very least, contain information in the To and Subject lines.

To create a message:

1. Tap New in the Message List screen to display the New Mess age screen.

You can also open this screen by tapping New from the Message menu.

2. Use the stylus to write Graffiti character strokes (or use the on-screen

keyboard) to enter the e-mail address of the recipient. The cursor indicates where new text will appear.

Tap New.

Palm Mail

Chapter 10 Palm Mail 71

Creating Messages

Enter the address as if you are using your computer’s e-mail application. For example, if you are sending a message to a user on the same network, you don’t need to add Internet information, such as @qualcomm.com.

3. To send a carbon copy of this message to additional recipients, tap the CC

line. Write the e-mail addresses of the other recipients, separating the addresses with a comma followed by a space.

4. Tap the Subj line. Enter a subject for your message.

5. Tap the Body line. Enter the body text.

6. If the information you are entering in the address, CC, subject, or body of

the message is too long to see on screen, tap the line label to expand the line. Tap the Done button to return to the New Message screen.

Tap the line label to expand the line.

Tap Done to return to the New Message screen.

7. When you have finished, go to “Sending Messages” on page 76.

To reply to a message:

1. Tap a message in the Message List to display it on the screen.

2. Tap the Reply button to open the Reply Options dialog.

3. Select the recipient(s). You can reply to the sender only, reply to all

recipients including the sender, or forward the message to someone else.

4. Select whether to Include original text and Comment original text.

5. Tap OK to return to the New Message screen.

6. Enter your reply text.

You have several message options i ncluding setting the priority. See “Adding Message Details” on page 74.

72 pdQ Applications Handbook

Creating Messages

7. Tap Send to place your reply in the Outbox. The message will be moved to

your computer’s e-mail program during your next HotSync operation.

Looking Up an Address

If you are not sure of a recipient’s e-mail address, you can look it up in your Address Book, using the Look Up command.

To look up an address:

1. Tap either the To or CC line name to expand one of these fields.

2. Enter a few letters of the address you want to find.

3. Tap Lookup.

If the letters you enter identify a listing from your Address Book, the pdQ smartphone completes the address for you. If not, the Lookup dialog appears. (You can also tap Lookup from the Options menu to open it.)

Tap here.

4. Enter the first letter of the entry you want to find. The list scrolls to the first

entry beginning with that letter. If you write an additional letter, the list scrolls to the first entry beginning with those two letters.

5. Tap an address to select it.

6. Tap Add to enter the address in the To or CC line.

Tap to select the address.

Tap here to put the selected address in the header of your message.

Palm Mail

Chapter 10 Palm Mail 73

Creating Messages

Adding Message Details

Before you send your message, you can attach additional attributes to it, such as a signature or a high-priority flag. These attributes, which you select in the

Message Detail screen, are dependent on your computer’s e-mail application. If your e-mail application does not support the attribute, the pdQ smartphone cannot use it in your message.

Select from the following attributes:

Priority Flags a message as high, normal, or low priority. BCC Creates a blind carbon copy line in the New Message screen. Signature Attaches a previously defined signature. See “Adding a

Signature to Your Message” on page 75 for details.

Confirm Read Requests confirmation when the message is read. Confirm Delivery Requests confirmation when the message is delivered.

Note: The Priority and BCC settings are valid only for the current message.

You must set them individually for subsequent messages you create.

Setting a Priority

If your computer e-mail application supports setting priorities, you can flag messages on your pdQ smartphone with a specific priority.

To set a priority for your message:

1. Tap Details in the New Message screen.

2. Tap the Priority pick list and select the priority you want to assign.

3. Tap OK.

Sending a Blind Carbon Copy

To add a BCC line to your message:

Tap here.

1. Sele ct the BCC check box in the Message Details dialog.

74 pdQ Applications Handbook

Creating Messages

2. Tap OK. A BCC line is added to the New Message screen.

3. Tap the BCC line and enter the address.

Adding a Signature to Your Message

To add a signature to your messages, you must first create the signature. Then you select the signature option from the Message Detail dialog.

To create a signature:

1. Tap the icon to open the Palm Mail menus.

BCC line

2. Tap Preferences from the Options menu.

Add your signature text here.

3. Tap the Signature Text line. Enter up to six lines of text.

4. When you have finished, tap OK.

To add a signature to your message:

1. Tap Details in the New Message screen to open the Message Details

dialog.

2. Select the Signature check box.

3. Tap OK. The signature block does not appear in the message you see on

the screen. The recipient sees it when he or she reads your message.

Palm Mail

Chapter 10 Palm Mail 75

Sending Messages

Requesting Confirmations

You can request confirmation when a message is received or when it is read.

To request a confirmation:

1. Tap Details in the New Message screen.

2. In th e Message Details dialog, tap the type of confirmation you wa nt:

■ Confirm Read— you are notified when the recipient opens the

message.

■ Confirm Delivery—you are notified when the message is delivered.

3. Tap OK.

Sending Messages

When you send Palm Mail messages from your pdQ smartphone, they are stored in the Outbox folder until you perform a HotSync operation. During synchronization, they are transferred to the Outbox fo lder in your computer’s e-mail application. They are transmitted to the recipients the next time you send mail from your computer’s e-mail application.

To send a message:

After you create a message, tap Send in the New Message screen.

Editing an Unsent Message

You can make changes to any message in the Outbox, as long as you have not performed a HotSync operation.

To retrieve and edit a message:

1. In the Message List screen, select Outbox from the pick list.

2. Tap the message you want to retrieve.

3. Tap Edit to remove the message from the Outbox folder and place it back

in the New Message screen.

76 pdQ Applications Handbook

Sending Messages

Working with Draft Messages

There may be times when you don’t want to send a message immediately. For example, you may want to add more information before sending it. You can save these incomplete messages as drafts in the Draft folder.

To save a message as a draft:

1. Create a message in the New Message screen.

2. Tap to open the Palm Mail menus.

3. Tap Save Draft from the Message menu.

To edit a message saved as a draft:

1. In the Message List screen, select Draft from the pick list.

2. Tap the draft you want to display.

Tap here to select a message.

3. Tap Edit to move your draft to the New Message screen.

4. Enter your changes.

5. When you have finished, tap Send to put the message in the Outbox.

Filing a Message

You can store any message you receive or create in the Filed folder. The messages in this folder are not synchronized with your computer’s e-mail application during a HotSync operation. However, the pdQ smartphone do es store a backup copy of the Filed folder on your computer hard drive.

To file a message:

1. Open a message.

2. Tap to open the Palm Mail menus.

3. Tap File f r om the Message menu.

4. Tap No to save the message and move it to the Filed folder or tap Yes to

file the message and keep a copy in the Inbox.

Tap to edit the draft in the New Message screen.

Palm Mail

Chapter 10 Palm Mail 77

Deleting Messages

To remove a message you created from the Filed folder:

1. In the Message List screen, select Filed from the pick list.

2. From the list, tap the message you want to restore.

3. Tap Edit to display and modify the message. After you edit the message,

you can send it, save it as a draft, or return it to the Filed folder.

Deleting Messages

Messages you have deleted are stored in the Deleted folder until you perform a HotSync operation. During synchronization, the message is deleted from

both the pdQ smartphone and your computer’s e-mail application.

To delete a message:

1. Open the message you want to delete.

2. Tap Delete.

3. If a confirmation alert appears, tap Yes to delete the current message.

Removing a Message from the Deleted Folder

If you decide not to delete a message, you can remove it from the Deleted folder as long as you have not performed a HotSync operation or purged the contents of the Deleted folder.

To remove a message you received from the Deleted folder:

1. In the Message List screen, select Deleted from the pick list.

2. From the list, tap the message you want to restore.

3. Tap Undelete to move the selected message to the Inbox.

To remove a message you created from the Deleted folder:

1. In the Message List screen, select Deleted from the pick list.

2. Tap the message you want to restore.

3. Tap Edit to display and modify the message. You can then send the

message or save it as a draft.

Purging Deleted Messages

Because deleted messages are stored in the Deleted folder until you perform a HotSync operation, this folder can become very large. To save space, purge the contents of the Deleted folder periodically. Messages that you purge are removed from the pdQ smartphone immediately; they are then deleted from your computer’s e-mail application during the next HotSync operation.

Be aware that you cannot restore messages after you have purged them.

78 pdQ Applications Handbook

Managing the Message List

To purge the contents of the Deleted folder:

1. Tap to open the Palm Mail menus.

2. Tap Purge Deleted from the Message menu.

3. In the confirmation dialog, tap Yes to purge the contents of the folder.

Managing the Message List

After you have used Palm Mail on your pdQ smartphone for a while, you may have many messages. To help you keep track of them, you can modify the way messages are displayed in the Message List.

Selecting Message Categories

The Message List has five folders, each containing mail in a specific category (for example, messages you have sent or those you have filed). Wh en you look at the Message List, you select which of these five folders you wa nt to see. The folders provide an efficient way to manage the mail you send and receive.

To select a folder:

1. Tap the in the upper-right corner to open the following list of folders.

Inbox Contains the mail from your computer’s e-mail application Inbox,

minus any that you have excluded using filtering options. See “Working with Filters” on page 82.

Outbox Contains the mail you created and sent on the pdQ smartphone since

the last HotSync operation.

Deleted Contains the messages you deleted since the last HotSync operation. Filed Contains the messages you want to store on your pdQ smartphone. Draft Contains the messages you created using the pdQ smartphone but

are not yet ready to send.

2. Tap to select the folder you want to display in the Message List screen.

Checking the Date of a Message

The Date Column is optional in the Message List. By default, the Date Column is hidden to increase the available screen space.

Palm Mail

Chapter 10 Palm Mail 79

Managing the Message List

To show the Date Column:

1. Tap Show in the Message List to open the Show Options dialog.

2. Tap the Show Date check box.

3. Tap OK.

Sorting the Message List

You can sort the Message List to display your e-mail messages by date, by sender, or by subject. High-priority messages always appear first, no matter how you sort your message list.

Tap Show.

To sort the Message List:

1. Tap Show in the Message List to open the Show Options dialog.

2. Tap the Sort by pick list and select one of the following options:

Date Sort messages by date. Display the most recent message at the top. Sender Sort messages by sender. Display them in ascending alphabetical

order based on the first word of the sender line.

Subject Sort messages by subject. Display them in ascending alphabetical

order based on the first word of the subject line.

3. Tap OK to close the Show Options dialog.

80 pdQ Applications Handbook

Setting HotSync Options

Using HotSync Options, you can mana ge your e-mail more effectively by selecting which messages are downloaded during synchronization. You can use different settings for local and remote synchronization. For example, you might want to download all messages during local synchronization and only urgent messages during remote synchronization.

To set the HotSync Options:

1. Tap to open the Palm Mail menus.

2. Tap HotSync Options from the Options menu.

3. Se lect Local HotSync or Remote HotSync from the Settings pick list. For

more information, see “Chapter 7—HotSync Technology.”

Tap here to display HotSync options.

4. Ta p the filtering option you want to apply during synchronization.

All All messages in your computer’s e-mail Inbox synchronize with

your pdQ smartphone, and all messages in your pdQ smartphone Outbox are sent to your computer.

Send Only Only the messages in the pdQ smartphone Out box a re sent to your

computer’s e-mail application. They are then sent to their recipients.

Filter All messages in the pdQ smartphone Outbox are sent to your

computer’s e-mail application, and messages in your computer’s e-mail Inbox that meet your filter criteria are downloaded to the pdQ smartphone. A dialog displays additional filter settings you can choose. See “Working with Filters” on page 82.

Unread Only unread messages are downloaded to the pdQ smartphone

from your computer’s e-mail Inbox. All messages in your pdQ smartphone Outbox are sent to your computer’s e-mail application.

Note: The All setting does not mean that all information in each message

is downloaded. Truncation settings (see page 85) still apply. Also, Palm Mail does not download a ttachments. The text message appears, but attachments are left on your computer.

5. If you selected All, Send Only, or Unread, tap OK to confirm your

selection. If you selected Filter, continue to the next section.

Palm Mail

Chapter 10 Palm Mail 81

Working with Filter s

Working with Filters

You can create filters to control which messages are downloaded to your pdQ smartphone during synchronization. Filters work on the premise of ignoring or retrieving messages that contain specific information in their header fields.

To create a filter, you must decide whether you want to ignore or retrieve certain messages. Then you must tell your pdQ smartphone what it needs to look for in the To, From, and Subject header fields to single out those messages.

To open the filter settings:

Tap the Filter box in the HotSync Options dialog.

Tap to display the Filter options.

Ignoring or Receiving Messages

The first step in establishing a filter is to determine whether you want to ignore or retrieve messages that match the information you specify.

To define whether to ignore or receive messages:

Tap the in the center of the dialog and select a filter option:

Tap here. Select Filter option.

82 pdQ Applications Handbook

Working with Filters

Ignore Messages Containing

Retrieve Only Messages Containing

Defining Filter Strings

Messages are filtered based on the information in their To, From, and Subject header fields. The information that defines what the pdQ smartphone is looking for is called a filter string . You create a filter string by listing the words you want the pdQ smartphone to find and separating them with either a comma or a space. Each word in the filter string is joined by an implicit OR; because of this, you should not enter connecting words such as AND or OR.

To create a more complex filter, you can define filter strings for the To, From, and Subject fields simultaneously. The pdQ smartphone joins the filter strings for these fields using an implicit AND. Once again, you sh ould not add connecting words. Your pdQ smartphone will do that for you.

For example, suppose you want to receive only messages from John Smith (jsmith@qualcomm.com) or Jack Jones (jjones@qualcomm.com) concerning the Apollo Project. You would create the following filter strings:

Exclude the messages that meet the defined criteria and download all ot her messa g es du rin g s ynchronization. In general, this filter downloads more mail because it blocks only one subset of mail.

Include only the messages that meet the defined criteria and ignore all other messages during synchronization. This filter has the potential to b lock more mail bec ause it downloads only one subset of mail.

To field filter string: jsmith@qualcomm.com, jjones@qualcomm.com Subject field filter string: Apollo Project

The pdQ smartphone interprets this as, “Accept messages about the Apollo Project from John Smith or Jack Jones. Do not accept messages from other people. Do not accept messages from John or Jack about any other subject.”

The pdQ smartphone searches for any instance of that collection of charact ers in the string. For example, if you create a filter that retrieves only messages containing the string “info,” the pdQ smartphone considers “info,” “rainforest” and “kinfolk” appropriate matches.

Palm Mail

Chapter 10 Palm Mail 83

Working with Filter s

To define filter strings:

1. Tap a header field in the HotSync Options dialog.

2. Enter your filter string for the selected header field using commas or

spaces to separate the words. Do not add connecting words such as AND or OR between words in a string.

3. If your string exceeds the length of the field, tap the name of the field to

open the Notes screen for that field.

Tap here to insert the cursor.

Enter the filter data.

4. Tap Done.

5. Tap OK to confirm your filter strings and close the dialog.

High-Priority Messages

If your computer e-mail application has the capacity to flag high-priority messages, you can set your pdQ smartphone to retrieve all messages marked high-priority, even if those messages would have been blocked by a filter.

To retrieve high-priority messages:

1. Tap the Filter box in the HotSync Options dialog .

Tap here.

84 pdQ Applications Handbook

Working with Filters

2. Tap the Retrieve All High Priority check box.

3. Tap OK to confirm your selection.

Truncating Messages

You can truncate long messag es when you download them to save stora ge space and synchronization time. By default, the Truncate value is 4,000 characters. Truncation is separate and independent from filtering.

To truncate messages:

Tap the check box.

1. Tap Truncate in the HotSync Options dialog.

Tap Truncate.

Tap to select maximum lengt h.

2. Tap to select the truncation setting (250–8,000 characters). If you select a

low truncation value, you will have more room to store messages.

3. Tap OK to confirm your selection.

Palm Mail

Chapter 10 Palm Mail 85

Using the Mail Menu Commands

This section explains the menu commands that are specific to the Palm Mail application. For information about menu commands common to all

applications, see “Using Menus” in the pdQ Basics Handbook.

Message Menu

The Message menu commands vary depending on whether you a re viewing a message, creating a message, or viewing the Message List.

Message List

New Create a new e-mail message. Save Draft Save the message as a draft and move it to the Draft folder. File Move the current message to the Filed folder. Purge Deleted Remove all the messages in the Deleted folder.

Options Menu

The commands on the Options menu vary depending on whether you are creating or editing a message.

Message List

View Message

New Message

Font Adjust the size of the text on the screen. Preferences Define a signature and to select whether or not the pdQ

HotSync Options Select ways to filter mess ag es (includ ing sepa rate filters f or loca l

Look Up Select an address to put in the To field of a new message. About Mail View version information for the Palm Mail application.

86 pdQ Applications Handbook

smartphone displays an alert when you delete a message.

and remote synchronization).

Chapter 11

pdQalert

The pdQalert™ application lets you know if you have received text or pager messages and whether or not your voice mailbox contains voice mail.

With the pdQalert application, you can...

Distinguish between read and unread messages. All unread messages appear in bold while read messages appear as plain text.

See if your voice mail box contains voice mail messages. Respond to text and pager messages directly.

In this chapter, you’ll find...

Setting Up pdQalert page 88 Receiving pdQalert Messages page 88 Responding to pdQalert Messages page 89 Checking Messages with the Keypad Closed page 90

Setting Up pdQalert

The pdQalert application tells you when you have received voice mail or pages. To use pdQalert, you must first set up a voice mail a ccount with your service provider.

Once you have this account, get the appropriate phone number from your service provider and enter it in the Phone Preferences screen. For details, see

“Setting Phone Preferences” in the pdQ Basics Handbook.

Receiving pdQalert Messages

When you receive a pdQalert message, the light on the front of the pdQ smartphone flashes red five times, the backlight turns on, and the envelope icon appears on the screen.

To open the pdQalert application:

1. Fli p open the keypad. Tap to open the Applications Launcher.

2. Tap the pdQalert icon .

The icons show you what kind of message you have received. You can tap the icon s to respond to the alert messages.

The Message List shows you what kinds of messages you have (voice mail or pages, for example) and how many of each type you h ave received. The first entry in the Message List is always Voice Mail.

You can view your messages with the pdQ smartphone turned on or off, but to respond to them, the pdQ smartphone must be turned on.

To read a message:

1. The first part of any text message appears on the Message List screen. To

see the complete message, just tap the text.

2. If the message contains a URL (Web address), tap either the URL text or

the icon to open the Web site.

Note: Your pdQ smartphone recognizes many different types of URLs,

including Tel: (a URL format for phone numbers) and MailTo: (a URL format for e-mail addresses). It will attempt to follow these links and open other applications as identified in the URL.

88 pdQ Applications Handbook

Responding to pdQalert Messages

Using the Message List, you can quickly view your messages and respond to them with a single tap.

To respond to a pdQalert message:

1. Open the keypad. Tap to turn on the pdQ smartphone.

2. Tap to open the Applications Launcher.

3. Tap to open pdQalert.

4. Tap the icon beside the message to respond.

If you have... Tap the icon to...

Voice mail Call the voice mail center. This number is

provided by your service provider. (See

“Setting Phone Preferences” on page 143.) A text message. Read the message. A page. Call back the pager number.

pdQalert

A hyperlink message (a message with an embedded Web address)

A message with an embedded phone number.

A special function (depending on the application)

Open the Web address or other appropriate

application.

Open the Dialer. Tap Send to call back the

number.

Varies, depending on the application

To copy or save text:

You may sometimes want to copy information from a message and use it in another message or a memo.

1. Tap the message to open it. To copy a portion of the message, highlight the

text you want to copy. To copy the entire message, you don’t need to highlight it.

2. Tap to open the pdQalert menus. From the Message menu, tap any of

the following:

■ Tap Copy to copy the highlighted portion of the message to the

Clipboard. You can then paste it into another application.

■ Tap Select All to copy the entire message. You can then paste it into

another application.

■ Tap Save as Memo to copy the entire message into the Memo Pad.

3. Tap Do ne.

Chapter 11 pdQalert 89

Checking Messages with the Keypad Closed

To remove all entries in pdQalert:

1. In the Messages screen, tap to open the pdQalert menus.

2. Tap Purge to remove all acknowledged messages on this pdQ smartphone

from pdQalert.

Checking Messages with the Keypad Closed

When the pdQ smartphone is turned on, you can check your pdQalert messages without opening the pdQalert application.

1. If the pdQ smartphone is not on, press and hold on the keypad.

2. Press the key.

3. Press the Volume Control buttons on the left side of the pdQ smartphone

to move through the items listed.

4. To see details about a message, press the left smart key under

Details. The left smart key toggles between the List screen and the Details

screen.

Note: If you flip open the keypad while you are checking a message, the

pdQalert application opens automatically so you can check additional details of the message.

5. When you have finished, press the right smart key under Done.

90 pdQ Applications Handbook

Chapter 12

pdQbrowser

If your phone service provider offers over-the-air digital data coverage in your area, you can use the pdQbrowser™ application for wireless access to Internet

sites. This text-only browser makes moving between sites and scrolling through

documents a snap. Once the pdQbrowser application is set up, it takes only a few taps to visit an Internet site anywhere in the world.

With the pdQbrowser application, you can...

Create an unlimited number of bookmarks (to Web addresses). Sort Web site bookmarks by categories. Navigate the Web using a scroll bar and hotlinks. Launch other types of URLs in addition to Web pages (for example, Tel: an d

MailTo: URLs or URLs that open other applications). The application used to launch each URL type is set up in Registry Preferences. See “Setting Registry Preferences” on page 147.

Open the pdQbrowser application and launch a URL directly from the Address Book, if you have a URL set up in an address record.

In this chapter, you’ll find...

Getting Started with pdQbrowser page 92 Maintaining pdQbrowser Preferences page 93 Connecting to the Internet page 95 Working with Bookmarks page 96 Copying Text from a Web Site to Applications page 98 Disconnecting from the Internet page 99

Getting Started with pdQbrowser

Before Using pdQbrowser

Access to the Internet varies depending on the service provider. Before you use pdQbrowser, check with your wireless service provider to see if you have Internet access. Also, before you use pdQbrowser, you must define your network preferences. See “Chapter 8—Setting Network Preferences” in the

pdQ Basics Handbook.

Opening pdQbrowser

To start pdQbrowser:

1. Fli p open the keypad. Tap to turn on the phone.

The pdQ smartphone must be turned on to use pdQbrowser.

2. Tap to open the Applications Launcher.

3. Tap to open pdQbrowser.

The application displays the screen that appeared when pdQbrowser was last used, either the Bookmarks screen or a Web page.

Tips for Working with pdQbrowser

The pdQbrowser application is optimized to display Web site information in a compact way. Here are a few tips to use when you are visiting a Web site using pdQbrowser:

Tap underlined text to launch a linked page. Tap the pick list to open more options.

Tap Bookmarks to return to your Bookmarks screen.

■ Tap the scroll bar on the right of the screen to scroll through text. Tap the

arrows on the bottom of the screen to move forward and backward.

■ A dotted line under text indicates a link. Tap the text to open a linked page

or site.

■ To return to your Bookmarks list from a site, tap Bookmarks.

■ Tap Details to learn more about a site. (The Page Details screen appear s.)

■ To bookmark a site, tap Bookmark this Page on the Page Details screen.

■ To reload a site, tap Refresh this Page on the Page Details screen.

92 pdQ Applications Handbook

Maintaining pdQbrowser Preferences

■ You cannot tag Web sites as private. The pdQbrowser application does not

support private records.

■ You cannot beam or receive Web addresses using the IR port.

■ Be aware that you may not be able to view all Web sites. The pdQbrowser

application does not support sites using JavaScript, images, or frames.

■ If you are finished searching the Internet and are not going to use other

network applications, you may want to disconnect from the network. (If

you don’t disconnect, the connection will be dropped based on the timeout setting in the Network preferences Details dialog. For more information, see “Disconnecting from the Internet” on page 99.)

pdQbrowser ShortCuts

The pdQbrowser application includes ShortCuts that give you quick access to menu options. ShortCuts, entered using Graffiti script, appear to the right of applicable menu options.

You can also create your own ShortCuts to frequently-used Web sites in the Preferences application. (See “Creating ShortCuts” on page 148.)

To use a shortcut:

On the left side of the Graffiti writing area, write a slash . Then write the letter that corresponds to the shortcut you wan t to use.

Maintaining pdQbrowser Preferences

You can change how much cache memory you want the pdQ smartphone to use for storing Web pages. Cache memory is the amount of memory available for an application to use. If you assign a high cache size to pdQbrowser, you can store more Web pages and save network interaction time. However, that memory cannot be used by other applications. The default cache limit is 300K.

pdQbrowser

Note: If you tend to have a lot of free memory on your pdQ smartphone and

are a heavy Web user, you may want to consider increasing the maximum cache limit. However, if the pdQ smartphone runs low on memory, consider lowering the maximum cache limit.

You can also manually delete the cache. The least-recently-viewed entries in the cache are automatically deleted when the cache size limit is reached. However, you may want to delete the cache manually to eliminate the possibility of getting an old copy of a Web page.

To display the pdQbrowser Preferences dialog:

1. From pdQbrowser, tap to open the menus.

Chapter 12 pdQbrowser 93

Maintaining pdQbrowser Preferences

2. Tap Preferences from the Options menu.

3. If you need to add a proxy server, do the following steps:

A proxy server is used to provide access outside a corporate “firewall.” Most users will not need to set up a proxy server. Generally, you only need to add a proxy server if your Network Preferences are set up to dial a modem inside a corporate network. Check with your network administrator to see if you need to complete these fields. If needed, obtain the information you enter in the fields from your network administrator.

a. Tap the box next to Proxy (by default this show s None).

b. Tap the Host line. Enter the proxy server name or Internet address. c. Tap the Port line. Enter the configuration parameter for the proxy

server.

d. Tap the Exceptions line. Enter the domain-name endings for which the

browser should not use the proxy. (A domain name identifies the server on the Internet; it is the dot-separated words you see in a URL after the characters http://.) Typically, the exceptions list includes domain names for servers inside the firewall. You must separate multiple domain names by commas.

4. In the Maximum Cache Size line, write the memory size of the cache.

5. If you want to delete the cache, tap Delete Cache.

6. Tap OK when you have finished.

94 pdQ Applications Handbook

Qualcomm pdQ, pdQ 1900, pdQ 800 Handbook

Specifications and Main Features

Frequently Asked Questions

User Manual