Sony PEG-S320 User Manual

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Operating

Instructions

Chapter 1

Basic operations of your Sony CLIE Handheld

Chapter 2

Using basic applications

Chapter 3

Exchanging and updating data using a HotSync operation

Chapter 4

Communicating using your Sony CLIE Handheld

Personal Entertainment Organizer

PEG-S320

Chapter 5

Customizing your Sony CLIE Handheld (Preferences)

Chapter 6

Additional information

WARNING

To prevent fire or shock hazard, do not expose the unit to rain or moisture. To avoid electrical shock, do not open the cabinet. Refer servicing to qualified personnel only.

Owner’s Record

The model number and serial number are located at the rear of the product. Record the serial number in the space provided below. Refer to them whenever you call upon your Sony dealer regarding this product.

Model No. PEG-S320 Serial No.______________

The socket-outlet shall be installed near the equipment and shall be easily accessible.

CAUTION

You are cautioned that any changes or modifications not expressly approved in this manual could void your authority to operate this equipment.

NOTE

This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by rotating the equipment off and on, the user is encouraged to try to correct the interference using one or more of the following measures:

– Reorient or relocate the receiving

antenna.

– Increase the separation between the

equipment and receiver.

– Connect the equipment into an outlet on

a circuit different from that to which the receiver is connected.

– Consult the dealer or an experienced

radio/TV technician for help.

If you have question about this product, call the Sony Customer Information Center at keep on next line 1-877-760-7669; or write to the Sony Customer Information Center at 12451 Gateway Boulevard, Fort Myers, FL

33913. The number below is for FCC-related matters only.

Declaration of Conformity

Trade Name: SONY Model No.: PEG-S320 Responsible Party: Sony Electronics Inc. Address: 680 Kinderkamack Road,

Oradell, NJ 07649 USA Telephone No.: 201-930-6972 This device complies with part 15 of the

FCC Rules. Operation is subject to the following 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.

The supplied interface cable must be used with the equipment in order to comply with the limits for a digital device pursuant to Subpart B of Part 15 of FCC Rules.

On the supplied software

• Copyright laws prohibit reproducing the software or the software manual in whole or in part, or renting the software without the permission of the copyright holder.

• In no event will SONY be liable for any financial damage or loss of profits, including claims made by third parties, arising out of the use of the software supplied with this player.

• In the event a problem occurs with this software as a result of defective manufacturing, SONY will replace it at SONY’s option or issue a refund. However, SONY bears no other responsibility.

• The software provided with this product cannot be used with equipment other than that which it is designated for use with.

• Please note that, due to continued efforts to improve quality, the software specifications may be changed without notice.

Sony, Memory Stick, the Memory Stick logo, Jog Dial, and PictureGear are trademarks of Sony Corporation.

Graffiti, HotSync, Palm Modem, and Palm OS are registered trademarks, and the HotSync logo and Palm are trademarks of Palm, Inc. or its subsidiaries.

IBM and PC/AT are registered trademarks of International Business Machines Corporation.

Microsoft, Windows, Outlook and the Windows 98 logo are registered trademarks of Microsoft Corporation.

MMX and Pentium are registered trademarks of Intel Corporation.

AvantGo, the AvantGo Client and the AvantGo logo are registered trademarks of AvantGo, Inc.

Pumatech, the Pumatech logo, Intellisync and Intellisync Lite are trademarks of Pumatech, Inc. that may be registered in some jurisdictions.

Adobe and Adobe Acrobat Reader are trademarks of Adobe Systems Incorporated.

QuickTime and the QuickTime logo are trademarks used under license. QuickTime is registered in the U.S. and other countries.

This product includes fonts owned by TypeBank Co., Ltd. under license.

All other trademarks are trademarks of their respective owners.

CAUTION

Please contact your nearest Sony dealer regarding the problem you are experiencing with your Sony product.

Notes

• Sony does not support third-party addon applications. If you are having a problem with a third-party application, please contact the developer or publisher of that software.

• The illustrations in this manual may differ from the actual software.

• Explanations in this manual assume that you are familiar with basic operations of Windows®. For how to use your computer and operating system, please refer to their respective manuals.

Before using your CLIE handheld, be sure to read the accompanying End-User’s License Agreement.

Continued on next page

Table of contents

About this manual ............................ 7

Chapter 1

Basic operations of your Sony CLIE Handheld

Turning on and off your Sony

CLIE Handheld ................................... 9

Using the stylus............................... 10

Using the Jog Dial™ navigator....... 12

Entering data into your Sony

CLIE Handheld ................................. 13

Using Graffiti

Using the onscreen keyboard............ 22

Using your computer keyboard ......... 24

Adjusting the screen ....................... 25

Resetting your Sony CLIE Handheld .. 26

Performing a soft reset ..................... 26

Performing a hard reset .................... 27

writing to enter data 13

Chapter 2

Using basic applications

Managing schedules and

events (Date Book) .................. 29

Scheduling an event ......................... 29

Checking schedules .......................... 36

Editing Date Book events.................. 42

Using the Date Book menus ............. 47

Managing addresses and phone

numbers (Address Book) .......... 49

Creating a new Address Book entry .. 49

Viewing Address Book entries .......... 51

Editing Address Book entries ............ 55

Using the Address Book menus ........ 61

Managing tasks and things to do

(To Do List) ............................... 63

Creating To Do List items .................. 63

Viewing To Do List items .................. 64

Checking off a To Do List item .......... 65

Working with To Do List ................... 66

Using the To Do List menus .............. 70

Creating memos (Memo Pad) .. 71

Creating a new memo ...................... 71

Reviewing memos............................. 73

Editing memos .................................. 76

Using the Memo Pad menus ............. 78

Managing expenses (Expense) . 79

Recording a new Expense item ......... 79

Editing Expense items ....................... 81

Using the Expense menus ................. 88

Using Calculator (Calc) ............. 89

Calculating with Calculator............... 89

Using the Calculator buttons ............ 90

Using the Calculator menus .............. 90

Performing common tasks .............. 91

Using the Application Launcher ........ 91

Categorizing records ......................... 95

Finding records ................................. 98

Protecting your data (Security) ....... 102

Attaching notes .............................. 109

Purging records............................... 110

Using the Edit menu ....................... 111

Choosing fonts ................................ 112

Table of contents

Chapter 3

Exchanging and updating data using a HotSync

What is a HotSync® operation? .... 114

Performing a local HotSync

operation with the USB cable ....... 115

Using the Palm™ Desktop for

CLIE software ................................ 117

Starting the Palm Desktop for

CLIE software .................................. 117

Basic operations of the Palm

Desktop for CLIE software .............. 117

Locating the Palm Desktop for

CLIE components ............................ 118

Advanced HotSync

Setting the HotSync® setup options ... 119 Customizing HotSync application

settings (Conduit) ........................... 121

Conducting an IR HotSync operation .. 123 Conducting a HotSync operation

via modem ...................................... 126

Conducting a HotSync operation

via a network .................................. 132

Importing data from a Windows

application ...................................... 137

Synchronizing with external data

(File Link) ........................................ 139

operation

operations ... 119

Chapter 4

Communicating using your Sony CLIE Handheld

Beaming between your Sony CLIE Handheld and another Palm OS

What you can do with beaming ...... 141

PDA...................141

Beaming information ...................... 142

Receiving beamed information ....... 143

Tips on beaming information .......... 143

Using “Memory Stick

What is “Memory Stick

” media..... 144

” media? . 144

Inserting and removing “Memory

Stick” media ................................... 145

Protecting the data in “Memory

Stick” media ................................... 147

Starting an application in “Memory

Stick” media ................................... 148

Starting an application automatically when “Memory Stick” media is

inserted ........................................... 148

Viewing information of the inserted “Memory Stick” media (Card Info) ...149

Formatting “Memory Stick” media .. 150

Exchanging data via “Memory

” media ............................... 152

Stick

Starting Memory Stick Gate

(MS Gate) ....................................... 152

Creating the default folder in

“Memory Stick” media ................... 155

Copying your CLIE handheld data

to “Memory Stick” media ............... 156

Copying data in “Memory Stick”

media to your CLIE handheld .......... 158

Deleting data in “Memory Stick” media 161

Using the MS Gate menus .............. 163

How to read the online manual ...... 164

Installing applications to/from “Memory Stick” media without

using MSGate ................................. 165

Continued on next page

Table of contents

Chapter 5

Customizing your Sony CLIE Handheld (Preferences)

What you can do with

Preferences ............................ 168

hanging the Buttons preferences . 170

Assigning applications to buttons... 170 Changing the full-screen

pen stroke activities ........................ 171

Assigning applications to

HotSync® buttons .......................... 172

Changing the Jog Dial™

navigator preferences................... 173

Setting the display format of the time, date, and numbers (Formats) . 174

Selecting a country default ............. 174

Selecting the time, date, and

numbers formats............................. 175

Setting the Date & Time preferences .. 176

Setting the date .............................. 176

Setting the time .............................. 177

Setting the time zone and daylight

saving time ..................................... 178

Setting the General preferences... 179

Setting the automatic shut-off time .. 179

Setting sounds ................................ 180

Turning on or off the Beam

Receive feature ............................... 181

Entering owner information ......... 182

Creating Graffiti® ShortCuts ........ 183

Selecting a service .......................... 185

Changing the Network preferences . 185

Entering a user name ...................... 186

Entering a password ....................... 186

Selecting a connection .................... 187

Adding telephone settings .............. 187

Creating additional service templates .. 188 Adding detailed information to

a service template........................... 190

Creating log in scripts ..................... 191

Using the Network preferences menus ... 194

Chapter 6

Additional information

Backing up data of your Sony

CLIE Handheld ............................... 196

Backing up data in your computer

using a HotSync operation .............. 196

Backing up your CLIE handheld data

using “Memory Stick” media ......... 197

Using data of another Sony

CLIE Handheld ............................... 199

Using the Palm Desktop for CLIE

software to transfer data ................ 199

Using “Memory Stick” media to

transfer data ................................... 201

Performing HotSync between your old CLIEhandheld and the new

Palm Desktop for CLIE software...... 203

Precautions ................................... 204

Notes on use ................................... 204

Battery considerations .................... 205

Troubleshooting – Frequently

Asked Questions ........................... 207

Getting Help.................................. 222

Specifications ................................ 223

Limited Warranty Statement ........ 224

Index ............................................. 228

About this manual

Welcome to the Sony Personal Entertainment Organizer (referred to as the “CLIE handheld” in this manual).

Your CLIE handheld comes with three manuals:

Read This First

Read This First gives an overview of your CLIE handheld’s features, hardware and software setup, installation instructions, and other important details. Before reading the rest of the manuals, read the Read This First manual.

Operating Instructions (this manual)

This manual describes all you need to know about how to use your CLIE handheld and the Personal Information Management applications that come with it.

The manual shows you how to:

■ Turn your CLIE handheld on and off, reset your CLIE handheld, and

enter data, explained in greater detail (Chapter 1)

■ Use Personal Information Management applications: Date Book,

Address Book, To Do List, Memo Pad, Expense, and Calculator

(Chapter 2)

■ Perform a HotSync

■ Exchange data with another handheld by beaming or via “Memory

■ Personalize your CLIE handheld with your own preferences settings

■ Maintain your CLIE handheld and work with the Troubleshooting

Stick

” media (Chapter 4)

(Chapter 5)

guide and other technical information (Chapter 6)

operation with your computer (Chapter 3)

Add-on Application Guide

The Add-on Application Guide describes how to install and use the supplied add-on applications which include:

■ PictureGear Pocket/PictureGear 4.3Lite

■ gMovie

■ MS Autorun

Chapter 1

Basic operations of your Sony CLIE Handheld

This chapter explains how to turn on and off your CLIE handheld, enter data, and perform other basic operations.

Contents

Turning on and off your Sony CLIE Handheld ................................................ 9

Using the stylus ........................................................................................... 10

Using the Jog Dial™ navigator ...................................................................12

Entering data into your Sony CLIE Handheld ............................................... 13

Using Graffiti® writing to enter data ...................................................... 13

Using the onscreen keyboard .................................................................22

Using your computer keyboard .............................................................. 24

Adjusting the screen ................................................................................... 25

Resetting your Sony CLIE Handheld ............................................................ 26

Performing a soft reset .......................................................................... 26

Performing a hard reset .........................................................................27

Turning on and off your Sony CLIE Handheld

Turning on your CLIE handheld

Press the POWER button.

Your CLIE handheld is turned on, and the last screen you viewed is displayed.

Press the POWER button.

When you turn on your CLIE handheld for the first time, the Setup screen appears.

Turning off your CLIE handheld

Press the POWER button again.

The power is turned off. You do not have to save data, quit an application or perform any of the other shutdown procedures that your computer requires.

Note

If you press the POWER button and hold it down for two seconds or longer, you can turn the backlight of the screen on or off.

Chapter1 Basic operations of your Sony CLIE Handheld

Using the stylus

With your CLIE handheld, you can use the supplied stylus to enter characters or specify an application you want to run.

Taking out the stylus

The stylus is stored in the holder on the back panel of your CLIE handheld. Pull it out when using your CLIE handheld.

Take out the stylus.

To avoid losing the stylus, always put it back into its holder on your CLIE handheld after use.

Tapping

When you enter characters on the screen keyboard of your CLIE handheld, open an application, or select an item, press lightly on the desired button or icon with the stylus.

Press lightly (tap) on the screen

This action is called “tapping.”

Chapter1 Basic operations of your Sony CLIE Handheld

Using the stylus

Dragging

Just as you can drag the mouse to select (and drag) text or move objects on your computer, you can also use the stylus to drag an item on the screen of your CLIE handheld. Press the stylus lightly on the item and move it along the screen surface.

Touch the desired item on the screen with the stylus and move it along the screen surface (drag).

Examples of dragging:

To display data above or below the current viewing area on the screen, use the stylus to drag the slider of any scroll bar.

To select multiple characters or items together, use the stylus to drag along the desired characters or items.

Tip on full-screen dragging

By default, full-screen dragging from the bottom of the writing area to the top of the screen displays the Graffiti the full-screen dragging to another activity. See page 171 for details.

Help on the screen. You can assign

Chapter1 Basic operations of your Sony CLIE Handheld

Using the Jog Dial™ navigator

Your CLIE handheld is equipped with a Jog

Dial

navigator, which allows you to perform all major operations without the stylus. You can operate your CLIE handheld using the Jog Dial navigator with just one hand.

The icon of any application that supports Jog Dial navigator operations is marked with the Dial navigator mark.

For other applications, you can also use the JogAssist function to enable Jog Dial navigator operations. For details, see “Changing the Jog Dial™ navigator preferences” on page 173.

Jog

Rotating the Jog Dial navigator

Rotate the Jog Dial navigator to select various items in succession or to select an application to start.

The operations you can perform by rotating the Jog Dial navigator differ depending on the application you are using. For details, refer to the instructions for each application.

mark

Pressing the Jog Dial navigator

Press the Jog Dial navigator to highlight the item selected by rotating the Jog Dial navigator, or to run the selected application.

The operations you can do by pressing the Jog Dial navigator differ depending on the application you are using. For details, refer to

the instructions for each application.

Rotating while holding down the Jog Dial navigator

Some applications support operations executed by rotating and pressing the Jog Dial navigator. For details, refer to the instructions for each application.

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data into your Sony CLIE Handheld

Using Graffiti® writing to enter data

This section explains the procedures for creating letters, numbers, punctuation, and symbols, as well as teaching you some Graffiti

tips and tricks.

What is Graffiti writing?

Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the upper case letters of the regular alphabet, which makes Graffiti writing easy to learn.

There are four basic concepts for success with Graffiti writing:

• If you draw the character shape exactly as shown in the tables later in this chapter (like the shapes shown in the following diagram), you can achieve 100% accuracy.

Graffiti writing examples: A, B, C, D, and E

• The heavy dot on each shape shows where to begin the stroke. Certain characters have similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke).

• Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your CLIE handheld recognizes and displays the text character immediately.

To allow you to write an entire character with a single stroke, some Graffiti strokes are portions of the regular alphabet equivalents.

• The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area separate the two areas.

Write letters here

Chapter1 Basic operations of your Sony CLIE Handheld

Write numbers here

Division marks

Entering data in your Sony CLIE Handheld

Writing Graffiti letters

Tap where you want your text to go.

Note

You need to tap above the Graffiti writing area, and you must see a flashing cursor before you write the text.

Use the tables on the following pages to find the stroke

shape for the letter you want to create. For example, the stroke shown below creates the letter "n".

Note

There are two different stroke shapes available for some letters. For these letters, choose the one that's easiest for you.

Start stroke at heavy dot

As you will see later, you use the same shape to create both the upper case and lower case version of a letter.

Lift stylus here

Position the stylus in the left-hand side of the Graffiti writing

area.

Start your stroke at the heavy dot and draw the stroke shape

as it appears in the tables.

Lift the stylus from the screen at the end of the stroke shape.

That is all there is to it. When you lift the stylus from the screen, your CLIE handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen.

As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.

Chapter1 Basic operations of your Sony CLIE Handheld

Position the stylus

Continued on next page

Entering data in your Sony CLIE Handheld

Note

You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your CLIE handheld does not recognize them as text characters.

Tips on Graffiti writing

• Accuracy improves when you write large characters, You should draw strokes that nearly fill the Graffiti writing area.

• To delete characters, simply set the insertion point to the right of the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area.

• Write at natural speed. Writing too slowly can generate recognition errors.

• Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing area.

• Press firmly.

To display the Graffiti onscreen help

Drag the stylus from the bottom of the writing area to the top of the screen. Graffiti Help opens a series of screens that show the complete Graffiti character set.

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your Sony CLIE Handheld

Writing Graffiti alphabet

Draw Graffiti letters according to the following alphabet in the left-hand side of the Graffiti writing area.

A N

B O

C P

D Q

E R

F S

G T

H U

I V

J W

K X

L Y

M Z

Space BackSpace

CarriageReturn Period Tap twice

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your Sony CLIE Handheld

To write capital letters

Shift to caps and then you can make capital letters with the same stroke shapes as the basic alphabet characters.

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

Use the Caps Shift stroke

To return to the lower case, use the Backspace stroke

Note

When you create a new sentence or a new record (by tapping New or a blank line), the first letter is automatically capitalized.

■ To enter only capital letters (Caps Lock) Use the Caps Lock stroke .

Caps Shift

Caps Lock

To return to the lower case, use the CapsShift stroke

Writing numbers

Write the following numbers on the right-hand side (numbers side) of the Graffiti writing area.

0 5

1 6

2 7

3 8

4 9

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your Sony CLIE Handheld

Writing punctuation marks

Make a single tap on the Graffiti writing area to activate Punctuation Shift. The next stroke you make anywhere in the Graffiti area (the letters or numbers side) creates a punctuation mark.

Punctuation Shift

(.) Period (—) Dash

(,) Comma ( ( ) Left Paren

(‘) Apostrophe ( ) ) Right Paren

(?) Question (/) Slash

(!) Exclamation ($) Dollar

(@) At (\) Back slash

(#) Number ({) Left brace

(%) Percent (}) Right brace

(^) Circumflex ([)

(&) Ampersand (])

(*) Asterisk (-) Swung dash

(<)

Left angle bracket

(>)

Right angle bracket

(_) Under bar (:) Colon

(“) Ditto Tab

(\) Grave accent

(;) Semicolon

Chapter1 Basic operations of your Sony CLIE Handheld

Left square bracket

Right square bracket

Entering data in your Sony CLIE Handheld

Writing symbols and extended characters

Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol Shift. The next stroke you make creates a symbol or extended character.

Symbol Shift

(•) Bullet ÷

(™) Trademark =

(®) Registered (¢) Cent

(©) Copyrighted (¥) Yen

(‘)

Left single quotation

(£) Pound

(’) Right

(“)

(”)

(§) Section ß

(º) Degree µ

+ ƒ

± ø

single quotation

Left double quotation

Right double quotation

Chapter1 Basic operations of your Sony CLIE Handheld

( ) Euro

Entering data in your Sony CLIE Handheld

Writing accented characters and non-English characters

To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter.

To enter “é,” for example, draw

and then .

à è ì ò ù á é í ó ú ´y

â ê î ô û ã õ ñ

ä ï ö ü ÿ å

To write non-English characters

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

ç æ

Note

You must write these non-English characters on the left side of the Graffiti writing area.

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your CLIE handheld

Using Navigation strokes

In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications.

Move cursor right

Move cursor left

Go to the previous field (Address Book only)

Go to the next field (Address Book only)

Open Address Record (Address Book only)

Using Graffiti ShortCuts

Graffiti ShortCuts, similar to the glossary or autotext features of some word processors, allow you to enter commonly used words or phrases quickly and easily. In addition to the following predefined ShortCuts, you can create your own ShortCuts for your name or the header of a memo (page 183). Each ShortCut can represent up to 45 characters.

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

When you enter stamps.

and dts ( , , and ) , you can enter date and time

followed by the ShortCut

Date stamp ds Breakfast br

Time stamp ts Lunch lu

Date/time stamps dts Dinner di

Meeting me

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your Sony CLIE Handheld

Continued on next page

Using the onscreen keyboard

You can open the onscreen keyboard any time you need to enter text or numbers into your CLIE handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard.

To use the onscreen keyboard:

Open any application (such as Memo Pad).

Tap any record, or tap New.

Tap "a" to open the alphabetic keyboard, or tap "1" to open

the numeric keyboard.

The selected keyboard is displayed.

Chapter1 Basic operations of your Sony CLIE Handheld

Tap here for the numeric keyboard

Tap here for the alphabetic keyboard

Entering data in your Sony CLIE Handheld

Tab

Caps lock

Caps shift

Numeric International

Tap here to display numeric keyboard

Select the desired keyboard and tap the characters to enter

Alphabetic

Backspace

Carriage return

Tap here to display alphabetic keyboard

Tap here to display international keyboard

text and numbers.

You can use the onscreen keyboard in the same way as in the keyboard of your computer. To enter capital letter, tap cap and then tap the character button. To delete a character, tap B.

After you finish, tap Done to close the onscreen keyboard

and place the text in the record.

Chapter1 Basic operations of your Sony CLIE Handheld

Entering data in your Sony CLIE Handheld

Using your computer keyboard

If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop for CLIE software or any other supported personal information manager (PIM), such as Microsoft Outlook information. You can then perform a HotSync information on your computer with the information on your CLIE handheld. All the main applications on your CLIE handheld are also available in Palm Desktop for CLIE software and in most PIMs, so you don't need to learn different applications.

Refer to the Palm Desktop for CLIE software online Help for more information on entering data on your computer.

To import data from your computer or another handheld

If you have data stored in computer applications such as spreadsheets, databases, or if you want to import data from another handheld, you can transfer the data to your CLIE handheld and use it without entering data manually. Save the data in a compatible file format (.csv, .txt, .tab, .tsv, .dba, .aba, .tda, .mpa), import it into your Palm Desktop for CLIE software, and then perform a HotSync operation to transfer the data to your CLIE handheld. For details, see “Chapter 3: Exchanging and updating data using a HotSync® operation.”

operation to synchronize the

, to enter

Chapter1 Basic operations of your Sony CLIE Handheld

Adjusting the screen

You can turn the backlight of the screen off or on or adjust the contrast according to the lighting conditions or temperature of the environment where you use your CLIE handheld.

Turning the backlight off and on

Press and hold down the POWER button for more than two seconds to turn the backlight off or on.

Adjusting the contrast level

Even with the backlight on, you may need to further adjust the contrast of the screen.

You can use the onscreen contrast control to adjust it.

Tap 6.

Tap this icon.

The adjustment control screen is displayed.

To change the level in small increments, tap to the left or

right. To change the contrast level in larger increments, drag the slider to the left or right.

Tip

You can also press the scroll button or rotate the Jog Dial navigator to move the slider incrementally.

Tap Done.

Note

If the digitizer is not configured correctly, you may not be able to make the adjustments properly. For details, see “Turning on your Sony CLIE handheld for the first time” in the Read This First manual.

Chapter1 Basic operations of your Sony CLIE Handheld

Resetting your Sony CLIE Handheld

Under normal circumstances, you will not have to reset your CLIE handheld.

On rare occasions, however, your CLIE handheld may no longer respond to buttons or the screen due to insufficient memory or other reasons. In this case, you need to perform a reset to get your CLIE handheld running again.

Performing a soft reset

A soft reset tells your CLIE handheld to stop what it’s doing and start over again. All records and entries stored in your CLIE handheld are retained with a soft reset.

Take out the reset tip by unscrewing the metal barrel from

the stylus quill.

Use the reset tip to gently press the reset button inside the

hole on the back panel of your CLIE handheld.

The system shuts down and then restarts. After restarting, the system displays “palm powered,” “CLIE,” and

“SONY,” followed by the preferences screen for setting the time and date.

Chapter1 Basic operations of your Sony CLIE Handheld

Resetting your Sony CLIE Handheld

Performing a hard reset

If the soft reset does not solve the problem, you need to perform a hard reset to restart your CLIE handheld.

Note

With a hard reset, all records and entries stored in your CLIE handheld are erased. Only perform a hard reset if a soft reset does not solve your problem.

If you save a backup of your CLIE handheld data on your computer, you can restore any data previously synchronized with your computer during the next HotSync operation.

Hold down the POWER button on your CLIE handheld.

While holding down the POWER button, use the reset tip to

gently press and release the reset button.

The Palm Powered logo screen is displayed.

Release the POWER button.

A message warning that you are about to erase all the data stored on your CLIE handheld is displayed.

Press the upper half of the scroll button on the front panel of

your CLIE handheld.

Your CLIE handheld undergoes a hard reset. After a hard reset, only the current date and time are retained. Formats,

Preferences, and other settings are restored to their factory default settings.

Note

If the scroll button was used just prior to hard-resetting, the hard-reset may not be performed.

Chapter1 Basic operations of your Sony CLIE Handheld

Chapter 2

Using basic applications

This chapter describes how to do tasks that are specific or common to the basic applications of your CLIE handheld: Date Book, Address Book, To Do List, Memo Pad, Expense, and Calculator.

Contents

Managing schedules and events (Date Book) ......................................29

Managing addresses and phone numbers (Address Book)...................49

Managing tasks and things to do (To Do List) ......................................63

Creating memos (Memo Pad)...............................................................71

Managing expenses (Expense) .............................................................79

Using Calculator (Calc).........................................................................89

Performing common tasks...........................................................................91

Using the Application Launcher ............................................................. 91

Categorizing records..............................................................................95

Finding records......................................................................................98

Protecting your data (Security) .............................................................102

Attaching notes ...................................................................................109

Purging records ...................................................................................110

Using the Edit menu ............................................................................111

Choosing fonts ....................................................................................112

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Managing schedules and events (Date Book)

Date Book lets you quickly and easily schedule appointments or any activity associated with a date or a date and time. A record in Date Book is called an “event.”

Scheduling an event

Scheduling an event for the current date

Press the Date Book button on the front panel.

Date Book starts up. Today’s schedule is displayed with a list of times for a standard business day.

Tip

Press the Date Book button repeatedly to cycle through the Day, Week, Month, and Agenda views. The Date Book views are displayed at the bottom left of the screen.

Tap the time line that corresponds to the beginning of the

event.

Chapter2 Using basic applications

Managing schedules and events (Date Book)

Enter a description of the event.

You can enter a description or a note of up to 255 characters in length.

If the event is one hour long, skip to Step 7. If the event is

longer or shorter than one hour, tap the time of the event to open the Set Time dialog box.

Do one of the following to set the duration of the event:

• Tap the time columns on the right side of the Set Time dialog box to set the Start Time, and tap the End Time box. Then tap the time columns to set the End Time.

• Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences.

Tap OK.

Tap a blank area of the screen to deselect the event.

A vertical line appears next to the time, indicating the duration of the event.

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Managing schedules and events (Date Book)

Tip

You can open the Set Time dialog box (to select a start time) by writing a number on the number side of the Graffiti writing area and making sure no event is selected.

To schedule an untimed event

In step 5, tap No Time. A new untimed event is displayed in the first line in Date Book with a ♦ mark.

Scheduling a timed event for another date

Press the Date Book button on the front panel.

Date Book starts up.

Do one of the following to select the date you want for the

event:

• Tap the day of the week on top of the Date Book screen. To move to another week, tap one of the scroll arrows of either side of the day of the week area.

• Tap Go To at the bottom of the screen. The Go To Date dialog box appears. Select a date by tapping a year, month, and day in the calendar.

Follow the steps for “Scheduling an event for the current

date.”

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Managing schedules and events (Date Book)

Tip

You can also use the scroll button on the front panel to move forward or backward one day or one month at a time.

To schedule an untimed event

In step 3, tap New and then tap No Time. Then follow the steps for “Scheduling an event for the current date.”

Tip

You can create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. When you start writing, the untimed event appears at the top of the screen.

Scheduling repeating or continuous events

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

Examples of repeating or continuous events

• Birthday: an event that repeats annually

• Weekly guitar lesson: an event that falls on the same day of the week and

the same time of day

• Business trip or vacation: a continuous event

Press the Date Book button on the front panel.

Date Book starts up.

Tap the description of the event.

Tap Details.

The Event Details dialog box appears.

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Managing schedules and events (Date Book)

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Tap the Repeat box.

The Change Repeat dialog box appears.

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

repeats.

For a continuous event, tap Day.

Chapter2 Using basic applications

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

■ When you tap Week: Tap a letter representing each day of the week on

Repeat on line to specify the day you want the event to repeat.

Managing schedules and events (Date Book)

■ When you tap Month: On the Repeat by line, tap Day to repeat the

event on the specified day of the same week each month, or tap Date to repeat the event on the specified date each month.

To specify an end date for the repeating or continuous event,

tap the arrow V next to End on to display the drop-down list and then tap Choose Date.

The Ending On screen appears.

Tap the end date on the screen.

The Change Repeat screen appears again.

Tap OK.

The Event Details screen appears again.

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Managing schedules and events (Date Book)

Tap OK.

The Date Book screen is displayed again. Make sure that the repeat icon is displayed to the far right of the

event.

Notes

• If you change the start date of a repeating event, your CLIE handheld calculates the number of days you moved the event. Your CLIE handheld then automatically changes the end date to maintain the duration of the repeating event.

• If you change the repeat interval (e.g., daily to weekly) of a repeating event, past occurrences (prior to the day on which you change the setting) are not changed, and your CLIE handheld creates a new repeating event.

• If you change the date of an occurrence of a repeating event (e.g., from January 14 to January 15) and apply the change to all occurrences, the new date becomes the start date of the repeating event. Your CLIE handheld adjusts the end date to maintain the duration of the event.

• If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply the change to all occurrences, your CLIE handheld creates a new event. The start date of this new event is the day on which the setting is changed. Past occurrences (prior to the day of the change) are not changed.

• If you apply a change to a single occurrence of a repeating event (e.g., time), that occurrence no longer shows the repeat

icon.

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Managing schedules and events (Date Book)

Checking schedules

Displaying the Day view

You can display and check the events for a specific day.

Press the Date Book button on the front panel.

Date Book starts. Today’s schedule is displayed.

Rotate the Jog Dial™ navigator to display the events for

yesterday or tomorrow.

You can display the schedule for a specific day and time.

To change the Date Book view

In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda.

To display the next view, press the Jog Dial navigator repeatedly.

Tip

You can also select the Date Book view by tapping an icon on the Date Book screen. Tap one of the following icons to rotate to the corresponding calendar view:

Tap the desired view icon.

• : Day view

• : Week view

• : Month view

• : Agenda view

Chapter2 Using basic applications

Managing schedules and events (Date Book)

Displaying the Week view

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

Press Date Book button on the front panel.

Date Book starts up.

Press the Jog Dial navigator repeatedly or tap the Week

view icon.

The Week view appears. Untimed events are also displayed in the Week view.

Tips for using the Week view

• To reschedule an event while in the Week view, tap and drag the event to a different time or day.

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

• Tap any day or date that appears at the top of the Week view to move directly to that day without selecting an event.

• The Week view displays the time span defined by the Start Time and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day’s column. Use the onscreen scroll arrows to scroll to the event.

Continued on next page

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Managing schedules and events (Date Book)

To view the detail of an event

Tap each time bar to view the detail of that event.

To spot event conflicts

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

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Managing schedules and events (Date Book)

Displaying the 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.

Press the Date Book button on the front panel.

Date Book starts up.

Press the Jog Dial navigator repeatedly or tap the Month

view icon.

The Month view screen appears.

Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

Press the Jog Dial navigator.

The details of the selected day are displayed.

Tips for using the Month view

• Tap a day in the Month view to display that day in the Day view.

• Tap the scroll arrows in the upper right corner to move forward or backward a

month.

• Tap Go to to open the Go to Date dialog box to select a different month.

• Use the scroll buttons on the front panel of your CLIE handheld to move between

months. Press the upper half of the scroll button to display the previous month, the lower half of the scroll button to display the next month.

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Managing schedules and events (Date Book)

Displaying the Agenda view

The Agenda view shows you your appointments, untimed events, and To Do List items in a single screen. As well as checking the detailed information on an event, you can also use the Agenda view to check off completed To Do List items.

Press the Date Book button on the front panel.

Date Book starts up.

Press the Jog Dial navigator repeatedly or tap the Agenda

view icon.

The Agenda view screen appears. Today’s schedule and To Do List is displayed.

Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

Tips for using Agenda view

• Tap any appointment while in Agenda view to display the Day view of the appointment.

• Check off completed To Do List items in the Agenda view, or tap a description of an item to go directly into the To Do List application.

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Managing schedules and events (Date Book)

Changing Date and Time view

Tap and hold the date in the title bar of Date Book.

The current time appears.

When you release the stylus, the menu bar appears. If you want to avoid displaying the menu when releasing the stylus, drag the stylus away from the date indication after the current time appears.

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Managing schedules and events (Date Book)

Editing Date Book events

Changing a date or time for an event

On the Date Book screen, tap the event you want to edit.

Tap Details.

The Event Details dialog box appears.

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

time.

The Set Time dialog box appears. Tap the Start Time and the End Time.

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

The Set Date dialog box appears. Specify the year, month, and day in the calendar.

Tap OK.

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Managing schedules and events (Date Book)

Changing a timed event to an untimed event

On the Date Book screen, tap the event you want to edit.

Tap Details.

Tap the Time box.

The Set Time screen appears.

Tap No Time and then tap OK.

The Event Details screen appears.

Tap OK.

The untimed event is displayed in the first line with the untimed ◆ mark.

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Managing schedules and events (Date Book)

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Setting an alarm for an event

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

When you set an alarm, an alarm with the alarm.

On the Date Book screen, tap the event to which you want to

assign an alarm.

Tap Details.

The Event Details dialog box appears.

Tap the Alarm check box to select it.

The alarm is set.

icon appears to the far right of the event

Chapter2 Using basic applications

Tap the arrow V to select the time unit from among Minutes, Hours, or Days.

Tap the “5” next to the Alarm check box and enter any number from 0 to 99 as the number of time units.

Tap OK.

Managing schedules and events (Date Book)

Setting an alarm for an untimed event

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

Example: When you set an alarm for an untimed event that occurs on February 4 and if the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3. The reminder remains onscreen until you turn on your handheld and tap OK to erase it.

Making an event private

You can hide records that you mark as private. If you define a password for your CLIE handheld, you must enter it to display private records.

On the Date Book screen, tap the event you want to mark as

private.

Tap Details.

The Event Details dialog box appears.

Tap the Private check box.

Tap OK.

The event is marked as private. For hiding or masking private events, see “Protecting your data (Security)” on page 102.

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Managing schedules and events (Date Book)

Deleting events

You can delete existing events in Date Book.

Note

If you delete the contents of a repeating event, all the related events will be deleted. When deleting an event in Delete Event dialog box, you can delete a single event as an exception or all the related events.

On the Date Book screen, tap the event you want to delete.

Tap Details.

Tap Delete.

The Delete Event dialog box appears.

Tap OK to delete the event.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted event will be saved onto the Palm™ Desktop for CLIE software on your computer during the next HotSync® operation.

Chapter2 Using basic applications

Managing schedules and events (Date Book)

Using the Date Book menus

This section explains the menu commands specific to Date Book. For the Edit menu, see “Using the Edit menu” on page 111.

Record menus

New Event Creates a new event. The Set Time dialog box for selecting the start

Delete Event Deletes the currently selected event. The Delete Event dialog box

Attach Note Attaches notes to the current event. This menu opens up a dialog box

Delete Note Deletes notes from the current event. The Delete Note dialog box is

Purge You can specify a certain period based on the current date and discard

Beam Event Sends the current event to another CLIE handheld via the infrared

and end times is displayed.

appears.

for entering comments.

displayed.

any events that were formed before the specified date. Use this function to save memory space.

Notes

• A repeating event will not be deleted.

• By default, the events that you purge will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the events completely, deselect the check box ( ) for “Save archive copy on PC” in the Purge dialog box.

communications port.

Chapter2 Using basic applications

Managing schedules and events (Date Book)

Options menus

Font You can select a desired font in the Select Font dialog box.

Preferences

Display Options Changes the Date Book’s appearance and which events display.

Phone Lookup The Phone Number Lookup screen appears. If there is an Address

Security Hides the current item unless the password is entered. You can select

About Date Book Shows version information for Date Book.

• Start/End Time: Defines the start and end times for Date Book

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

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

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

• Alarm Sound: Sets the tone of the alarm.

• Remind Me: Defines how many times the alarm sounds. The choices

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

• Play Every: Defines how often the alarm sounds. The choices are

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

• Day View settings: These check boxes apply to the Day view of

Date Book.

- Show Time Bars: Activates the time bars that appear in the Day view. The time bars show the duration of an event and illustrates event conflicts.

- Compress Day View: Controls how times appear in the Day view. When Compress Day view is off, all time slots are displayed. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.

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

Book entry, you can look up the phone number of the selected item.

the view option among Show Records, Mask Records, or Hide Records.

Chapter2 Using basic applications

Managing addresses and phone numbers (Address Book)

Address Book lets you keep names, addresses, telephone numbers, and other information about your personal or business contacts. An item in Address Book is called an “entry.”

Creating a new Address Book entry

Press the Address Book button on the front panel.

The Address screen is displayed.

Note

Press the Address Book button repeatedly to cycle through the categories in which you have entries.

Tap New.

The Address Edit screen appears.

Enter the last name of the person you want to add to Address

Book.

The first letter of each field (except numeric and e-mail fields) is automatically capitalized.

Tap First name.

The cursor shifts to the first name field. You can also use the Graffiti software to move the cursor to the next field by entering

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Managing addresses and phone numbers (Address Book)

Enter the first name in the First name field.

Repeat steps 4 and 5 to enter the other items of information

that you want to include.

You can tap the scroll arrow V next to each item to display the list of choices and then tap the desired item in the list.

To move to the next page of information, tap the scroll arrow

V on the bottom-right corner of the screen.

After you finish entering all the necessary information, tap

Done.

The Address screen is displayed again.

Tip

You can also use the Palm™ Desktop for CLIE software to create entries on your computer and then download them to your CLIE handheld with your next HotSync operation. See “Performing a local HotSync® operation with the USB cable” on page 115 for details.

Chapter2 Using basic applications

Managing addresses and phone numbers (Address Book)

Viewing Address Book entries

Press the Address Book button on the front panel.

The Address screen is displayed, listing your current entries.

Rotate the Jog Dial™ navigator to select the address entry

you want to view.

If the desired address entry is not displayed, rotate the Jog Dial navigator further to scroll up or down the entire list.

Press the Jog Dial navigator.

The Address View screen of the selected entry is displayed.

To return to the list of address entries, press the Jog Dial

navigator again.

The Address screen is displayed again.

Tips on navigating among your address entries

•If there are multiple pages of information, the scroll button moves up or down an address list or the Address View screen. If you hold down the scroll button, you accelerate the scrolling.

•You can also use the stylus to tap the onscreen scroll arrows to scroll to the entry.

To view an image pasted to an address entry

Tap an image on the Address View screen. The image is displayed across the whole screen. To return the Address View screen, tap the image again.

To view the next page of the Address View screen

Rotate the Jog Dial navigator On the Address View screen. The next or previous page within the data is displayed.

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Managing addresses and phone numbers (Address Book)

Viewing addresses by category

Press the Jog Dial navigator when the address list is displayed but none of the listed entries are selected.

Each time you press the Jog Dial navigator, the display toggles through all the available categories.

Tip on selecting the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the category list. You can select the desired category from the list.

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Managing addresses and phone numbers (Address Book)

Sorting the address entries in the list

You can sort the address entries in your desired order: listing by last and then first name, or listing by company and then last name. The address entries will be displayed in the selected order when you start Address Book.

Any changes in the address order, however, do not affect the original address entries.

Press the Address Book button on the front panel.

The Address screen is displayed, listing your current entries.

Tap the Menu icon.

Address Book menu is displayed.

Tap Options, and then tap Preferences.

The Address Book Preferences dialog box appears.

Tap the desired order of the address entries in the List By field.

Select the desired order that the address entries are to be listed when Address Book starts.

Tap OK.

The address entries are sorted in the selected order.

Notes

• When you tap Last Name, First Name, the address entries are sorted in alphabetical order of an individual’s last name and then first name.

• When you tap Company, Last Name, the address entries are sorted in alphabetical order of the company name, and then an individual’s last name.

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Managing addresses and phone numbers (Address Book)

Looking up an address entry

The Look Up feature helps you to quickly scroll to any of your address entries.

On the Address Book list screen, enter the first letter of the

entry you want to find.

The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters.

For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.

Tap the entry you want to view or press the Jog Dial

navigator.

The entry you selected is shown.

Chapter2 Using basic applications

Managing addresses and phone numbers (Address Book)

Editing Address Book entries

Pasting an image to an address entry

You can paste an image to the address entry. Paste a photograph of a person or restaurant, for example, as a reminder of an address entry.

Tap the address entry to which you want to paste an image in

the address list.

The Address View screen of the selected address entry appears.

Tap Edit.

The Address Edit screen appears.

Tap No Image in the upper right of the screen.

Tap No Image.

The PG Pocket screen appears.

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Managing addresses and phone numbers (Address Book)

Tap the image you want to paste.

The image you selected is pasted to the entry.

Tap Done.

The Address screen is displayed again. A camera icon is attached to the entry that has the pasted image.

A camera icon

Note

If you use the Palm Desktop software to change the category of the address entry that has a pasted image, the image will no longer be associated with the address entry after the next HotSync operation. To edit an address entry with a pasted image, use the Address Book application in your CLIE handheld.

To change the image

Tap the Menu icon and select Another Image. Perform steps and 5.

To remove the image

Tap the Menu icon and select No Image.

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Managing addresses and phone numbers (Address Book)

Modifying an address entry

You can modify part of the address entry.

On the Address Book list screen, tap the entry you want to

modify.

The Address View screen of the selected entry appears.

Tap Edit.

The Address Edit screen appears.

Tap the field that you want to edit.

You can edit the tapped field.

Edit the entry.

When modification is complete, tap Done.

The Address screen is displayed again.

To select types of phone numbers

You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry. To select other types of phone numbers in an entry, tap the arrow V and select the desired label from the drop-down list.

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Managing addresses and phone numbers (Address Book)

Duplicating an address entry

You can copy existing address entries you have created. This feature is useful when you use the address of one person or edit part of the address for another person.

On the Address Book list screen, tap the entry you want to copy.

The Address View screen of the selected entry appears.

Tap the Menu icon.

The Address Book menu is displayed.

Tap Duplicate Address from the Record menu.

The entry you selected in Step 2 is copied. The word “Copy” is added to the end of the name field of the copied

information.

Tap Done.

The Address screen is displayed again.

Note

The pasted image is not duplicated.

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Managing addresses and phone numbers (Address Book)

Deleting an address entry

On the Address Book list screen, tap the entry you want

to delete.

The Address View screen of the selected entry appears.

Tap Edit.

The Address Edit screen appears.

Tap Details.

The Address Entry Details dialog box appears.

Tap Delete.

The Delete Address dialog box appears.

Tap OK to delete the entry.

The selected entry is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted data will be saved onto the Palm Desktop for Sony software on your computer during the next HotSync operation.

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Managing addresses and phone numbers (Address Book)

Changing the address entry details

You can change the type of information that appears in the address list screen, categorize an entry, and hide an entry for security reasons. You can also delete entries.

On the Address Book list screen, tap the entry you want to change.

The Address View appears.

Tap Edit.

The Address Edit screen appears.

Tap Details.

The Address Entry Details dialog box appears.

Change desired settings.

Show in List: Select which type of entries or other information appears in the Address list screen. Tap the arrow V and select from Work, Home, Fax, Other, or E-mail.

Category: Assign the entry to a category.

Private: Select the Private check box to hide the current entry when

Security is turned on. For details on Security, see “Protecting your data (Security)” on page 102.

Tap OK.

The address entry details are saved.

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Managing addresses and phone numbers (Address Book)

Using the Address Book menus

This section explains the menu commands specific to Address Book. For the Edit menu, see “Using the Edit menu” on page 111. The Record and Options menus differ depending on whether you are displaying the Address List screen or the Address View screen.

Record menus

Delete Address Deletes the current address entry. The Delete Address dialog box

Duplicate Address Makes a copy of the current entry and displays the copy in Address

Beam Address

Attach Note Adds comments to the current address entry. Choosing this menu

Delete Note Deletes comments from the current address entry. Choosing this menu

Select Business Card

Beam Category Sends all the Address Book entries in the currently selected category

Beam Business Card Sends the current business card to another Sony handheld via the

appears.

Note

By default, the entry that you delete will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the entry completely, deselect the check box ( ) for “Save archive copy on PC” in the Delete Address dialog box.

Edit so you can make changes to the copied entry. The copy has the same category and attached notes as the original entry.

Sends the current address entry to another CLIE handheld via the infrared communications port.

opens up a screen for entering comments.

opens up the Delete Note dialog box. Tap Yes to delete comments and No to cancel the delete function.

Defines the current address entry on a business card.

A business card icon ( ) will be displayed when you set an entry as a business card.

to another CLIE handheld via the infrared communications port.

infrared communications port. You can also send a business card via the infrared communications port by pressing and holding down the Address Book button for longer than 2 seconds. This menu item is highly useful because you can exchange business cards with other CLIE handhelds with ease.

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Managing addresses and phone numbers (Address Book)

Options menus

Font You can select a desired font in the Select Font dialog box .

Preferences Remember last category: Determines how Address Book appears

Rename Custom Fields

Security Hides the current entry unless the password is entered. You can select

About Address Book Shows the version information for Address Book.

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

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

the view option among Show Records, Mask Records, or Hide Records.

Chapter2 Using basic applications

Managing tasks and things to do

(To Do List)

A To Do List is a reminder of some task you have to complete. A record in To Do List is called an “item.”

Creating To Do List items

Press the To Do List button on the front panel.

To Do List opens and displays the category of items you last viewed.

Note

Press the To Do List application button repeatedly to cycle through the categories in which you have items.

Tap New.

A new To Do item is added to To Do List.

Enter the text of the To Do item.

You can enter multiple lines of text.

Tap anywhere onscreen to deselect the To Do List item.

The item is deselected and the new item is recorded to To Do List.

Tips

• If no To Do List item is currently selected, writing in the Graffiti writing area automatically creates a new item.

• To display text that does not fit on the screen, tap the text line.

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Managing tasks and things to do (To Do List)

Viewing To Do List items

You can check the items you recorded in To Do List.

Press the To Do List button on the front panel.

The To Do screen appears.

Rotate the Jog Dial™ navigator to select the To Do List item

that contains the note you want to view.

Press the Jog Dial navigator.

The notes of the selected item are displayed. If the item does not fit on the screen, rotate the Jog Dial navigator to scroll the screen.

Press the Jog Dial navigator.

The To Do List box reappears.

Viewing To Do List items by category

Press the Jog Dial navigator when To Do List is displayed but no To Do item is selected.

Each time you press the Jog Dial navigator, the display toggles through all the available categories.

Tip on selecting the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the category list. You can select the desired category from the list.

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Checking off a To Do List item

You can check off a To Do List item to remind you that you’ve completed it. You can set To Do List to record the date that you completed the To Do item, and you can choose to show or hide completed items. For details, see “Changing the appearance of To Do List” on page 69.

Press the To Do List button on the front panel.

The To Do screen appears.

Tap to select the check box on the left side of the item.

The check box changes to .

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Working with To Do List

Setting the priority of an item

The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency. The default setting for To Do List is to arrange items by priority and due date, with priority 1 items at the top. If you have a number of items in your list, changing an item’s priority setting may move its position in the list.

On the To Do List screen, tap the Priority number on the left side of the item and then tap the desired Priority number.

You can select the Priority numbers 1 through 5, with 1 being the most important.

Tip

You can also set the priority from the To Do Item Details dialog box.

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Setting the due date for an item

You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date.

On the To Do List screen, tap the text of the item whose due

date you want to set.

Tap Details.

Tap the arrow V next to Due Date and then tap a desired due

date from the drop-down list.

You can select one of the following options:

• Today: Assigns the current date.

• Tomorrow: Assigns the next day’s date.

• One week later: Assigns the date exactly one week from the

current date.

• No date: Assigns no due date.

• Choose Date: Opens the Due Date screen, where you can choose

any date from the calendar.

Tap OK.

Tip

If you turn on the Show Due Dates option in the To Do Show options dialog box, you can tap directly on the due date in To Do List to select a desired due date.

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Deleting an item

You can delete items from To Do List.

On the To Do List screen, tap the item you want to delete.

Tap Details.

The To Do Item Details dialog box appears.

Tap Delete.

The Delete To Do dialog box appears.

Tap OK to delete the item.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you check the “Save archive copy on PC” check box, the deleted item will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync® operation.

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Changing the appearance of To Do List

The Show Options dialog box enables you to control the appearance of To Do List.

On the To Do List screen, tap Show.

The To Do Preferences screen appears.

Change the Show Options settings.

You can choose any of the following settings:

• Show Completed Items: Displays your completed items in To Do

List. If you turn off this setting, your To Do items disappear from the list when you complete (check) them.

• Show Only Due Items: Shows only the items that are currently

due, past due, or have no due date specified. When this setting is active, items that are not yet due do not appear in the list until their due date.

• Record Completion Date: Replaces the due date with the actual

date when you complete (check) the item. If you do not assign a due date to an item, the completion date still records when you complete the item.

• Show Due Dates: Displays the due dates associated with items in

To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes.

• Show Priorities: Shows the priority setting for each item.

• Show Categories: Shows the category for each item.

Tap OK.

Chapter2 Using basic applications

Managing tasks and things to do (To Do List)

Using the To Do List menus

This section explains the menu commands specific to To Do List. For the Edit menu, see “Using the Edit menu” on page 111.

Record menus

Delete Item Deletes the current To Do item. The Delete To Do dialog box appears. Attach Note Adds comments to the current To Do item. Choosing this menu item

Delete Note Deletes comments from the current To Do item. Choosing this menu

Purge Allows you to delete any completed items from To Do List. Run this

Beam Item Sends the current To Do item to another CLIE handheld via the

Beam Category Sends all the To Do items in the currently selected category to another

opens up a screen for entering comments.

item opens up the Delete Note dialog box.

command to save memory if you find too many recorded To Do items in your CLIE handheld.

Note

By default, the items that you purge will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the items completely, deselect the check box ( ) for “Save archive copy on PC” in the Purge dialog box .

infrared communications port.

CLIE handheld via the infrared communications port.

Options menus

Font You can select a desired font in the Select Font dialog box. Phone Lookup The Phone Number Lookup screen appears. If there is an Address

Book entry, you can look up the phone number of the selected item.

Security Hides the current item unless the password is entered. You can select

the view option among Show Records, Mask Records, or Hide Records.

About To Do List Shows the version information for To Do List.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Continued on next page

You can use Memo Pad to make brief memos on your CLIE handheld. You can also display TXT or CSV (Comma Separated Value) document files created on your computer. A record in Memo Pad is called a “memo.”

Creating a new memo

A memo can contain up to 4,000 characters. The number of memos you can store is limited only by the memory available on your CLIE handheld.

Press the Memo Pad button on the front panel.

Memo Pad starts up. Memo Pad opens to display the last Memo Pad screen that you viewed.

Chapter2 Using basic applications

Tip

Press the Memo Pad button repeatedly to cycle through the categories in which you have memos.

Tap New.

A new memo is created.

Creating memos (Memo Pad)

Enter the text you want to appear in the memo.

To move down to a new line, tap the Enter key when using the software keyboard or write when using Graffiti writing.

Tap Done when you finish.

The first line of the memo is displayed.

Tips

• You can also create a new memo by beginning your memo in the Graffiti writing area on the Memo screen. The first letter is automatically capitalized and begins your new memo.

• While entering text, the text may overlap the Done or Details buttons. After you finish entering the text, the overlap disappears.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Reviewing memos

The first line of a memo appears in the Memo List. This makes it easy to locate and review your memos.

Press the Memo Pad button on the front panel.

Memo Pad starts and the Memo list is displayed.

Rotate the Jog Dial™ navigator to select the memo you want

to view.

If the desired memo is not displayed, rotate the Jog Dial navigator further to scroll up or down the memo list.

Press the Jog Dial navigator.

The content of the selected memo is displayed. If the memo text does not fit on the screen, rotate the Jog Dial navigator to scroll the screen.

Press the Jog Dial navigator.

The Memo list is displayed again.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Viewing memos by category

Press the Jog Dial navigator when the memo list is displayed but no memo is selected.

Each time you press the Jog Dial navigator, the display toggles through all the available categories.

Selecting the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the category list. You can select the desired category from the list.

Sorting memos

You can change the order in which Memo Pad shows your memos.

Press the Memo Pad button on the front panel.

Memo Pad starts and the Memo list is displayed.

Tap the Menu icon.

A menu of commands appears.

Tap Options, and then tap Preferences.

The Memo Preferences dialog box appears.

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Creating memos (Memo Pad)

Tap the desired order of the memos in the Sort by field.

•Manual: Sorts the memos manually.

•Alphabetic: Sorts the memos in numerical and then alphabetical

order.

Tap OK.

To sort the memos manually

In step 4, select Manual to activate manual sorting. Tap the memo you want to move in the Memo screen and drag it into the

desired location. The memo is placed where you released the stylus. The memos are renumbered accordingly.

Note

A change in the order of the memos in Memo Pad does not affect their order in the Palm™ Desktop for CLIE software. Consequently, the memo order in Memo Pad may differ from that in the Palm Desktop for CLIE software.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Editing memos

Deleting a memo

You can delete an unnecessary memo from Memo Pad.

On the Memo Pad screen, tap the memo you want to delete.

The contents of the memo you tapped appears.

Tap Details.

The Memo Details dialog box appears.

Tap Delete.

The Delete Memo dialog box appears.

Tap OK to delete the memo.

The selected record is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted memo will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync® operation.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Categorizing a memo

You can categorize your memo. In step 3 of “Deleting a memo,” tap the arrow V next to Category to display the list of available categories and then tap the desired category for the memo.

Making a memo private

You can hide a memo that you mark as private. If you define a password for your CLIE handheld, you must enter it to display private records.

On the Memo Pad screen, tap the memo you want to

mark as private.

Tap Details.

The Memo Details dialog box appears.

Tap and select the Private check box.

Tap OK.

The memo is marked as private. For details on hiding or masking private events, see “Protecting your data (Security)” on page 102.

Chapter2 Using basic applications

Creating memos (Memo Pad)

Using the Memo Pad menus

This section explains the menu commands specific to Memo Pad. For the Edit menu, see “Using the Edit menu” on page 111. The Record and Options menus differ depending on the screen displayed.

Record menus

Beam Category Sends all the memos in the currently selected category to

New Memo Creates a new memo. Delete Memo Deletes the current memo. The Delete Memo dialog box

Beam Memo Sends the current memo to another CLIE handheld via the

another CLIE handheld via the infrared communications port.

appears.

Note

By default, the memos that you delete will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the memos completely, deselect the check box ( ) for “Save archive copy on PC” in the Delete Memo dialog box.

infrared communications port.

The Options menus

Font You can select a desired font in the Select Font dialog box. Phone Lookup Phone Number Lookup screen appears. If there is an Address

Preferences Specifies how the memos are displayed. The Memo

Security Hides the current memo unless the password is entered. You

About Memo Pad Shows the version information for Memo Pad.

Book entry, you can look up the phone number of the selected memo.

Preferences screen appears.

can select the view option among Show Records, Mask Records, or Hide Records.

Chapter2 Using basic applications

Managing expenses (Expense)

Continued on next page

You can use Expense for many disbursement purposes such as recording expenditures for business trips and personal expenses. A record in Expense is called an “item.”

Recording a new Expense item

Expense allows you to record the date, Expense type, and the amount you spent. You can sort Expense items into categories or add other information to an item.

Rotate the Jog Dial™ navigator to select Expense and then

press the Jog Dial navigator. Or tap the Expense icon on the Application Launcher screen.

The Expense screen appears.

Chapter2 Using basic applications

Tap New.

New Expense item is created.

Managing expenses (Expense)

Enter the amount of the expense.

Tap –Expense Type– and select an Expense type from the

drop-down list box.

The item you entered in Step 4 is saved when you select an Expense Type.

Note

If you do not select an Expense type, the entered data will not be saved.

Tip

You can also create a new Expense item on the Expense screen by writing on the number side of the Graffiti® writing area. The first number you write begins your new Expense item.

Chapter2 Using basic applications

Managing expenses (Expense)

Editing Expense items

Changing the display option

You can change display options of Expense items.

On the Expense screen, tap Show.

The Show Options dialog box appears.

Select the desired display mode option.

•Sort by: Tap the arrow V next to Sort by and then select Date or

Type to sort Expense items.

•Distance: Tap the arrow V and then select Miles or Kilometers so

that you can display Mileage entries in miles or kilometers.

•Show currency: Shows or hides the currency symbol in the

Expense list.

Tap OK.

The Expense items are sorted according the display mode option you selected.

Chapter2 Using basic applications

Managing expenses (Expense)

Changing the date of an Expense item

The Expense item is initially displayed with the date when it is entered. If you want to record a past payment date for an Expense item, you can change the payment date of the item to the correct date.

On the Expense screen, tap the Expense item whose date you

want to change.

The date is highlighted.

Tap the date area of the selected Expense item.

The Date screen appears.

Tap the desired date.

The date is changed.

Chapter2 Using basic applications

Managing expenses (Expense)

Entering receipt details for an Expense item

You can add details to an Expense item in the Receipt Details screen.

On the Expense screen, tap the Expense item to which you

want to assign details.

Tap Details.

The Receipt Details dialog box appears.

Change the Receipt Details settings

You can choose any of the following options:

•Category: Specify the category of the Expense item. The Expense

has two sample categories named “New York” and “Paris” which may be used to sort Expense items by the destination of the business trip. To rename an existing category or add a new category, tap the arrow V and choose a category from the Edit Categories drop-down list box.

•Type: Tap the arrow V and select an Expense type from the drop-

down list box.

•Payment: Tap the arrow V and select a payment method from the

drop-down list box.

•Currency: Tap the arrow V and select the currency in which you

made the payment. Expense can show a maximum of four currencies. You can also change the currencies to be displayed.

•Vendor: Enter the name of the vendor associated with Expense.

•City: Enter the name of the payee (normally a company name) and

the name of the city where the company is located. For example, you may specify “Rose Cafe” as the payee of a business lunch charge and “Tokyo” as the location.

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Continued on next page

Managing expenses (Expense)

• Attendees: Expense opens the Attendees screen which looks like a

memo screen of Memo Pad. In this screen, you can enter the names of attendees and purposes of expenditures. To display the address information in Address Book, tap Address Lookup.

Tap OK.

Creating/printing an Expense report

By performing a HotSync® operation to transfer your latest Expense data to your computer, the Palm™ Desktop for CLIE software makes it easy to view your Expense data in a Microsoft Excel spreadsheet. You can also print the Expense report from a printer connected to your computer.

Perform a HotSync operation to transfer the Expense data

from your CLIE handheld to your computer.

Click Expense in the Palm Desktop for CLIE software.

Microsoft Excel opens, and the Expense Report dialog box appears.

Note

If you launch Expense from the Start menu instead of the Palm Desktop for CLIE software, you must first choose your handheld user name.

Click the expense category that you want. If you want to

define an end date for the expense report, enter the date in the End Date box.

Tips

• You can press Ctrl+click to select multiple categories. To print the expenses associated with all of your Expense categories, select All in the Categories group.

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

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Continued on next page

Managing expenses (Expense)

Click one of the following:

•Print: the expense report is displayed in the Print Preview window.

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

•Create: Your expense data is displayed in Microsoft Excel

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

Using expense report templates

Palm Desktop for CLIE software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel.

To view your expense data using a Microsoft Excel template, click Options after creating an expense report. Click the templates menu, then select an expense template. Then, click OK.

Tip

The templates have the extention .xlt and are stored in the Template folder in the “C:\Program Files\Sony Handheld” directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel.

Customizing the Currency list

You can change the currencies and symbols that appear for currencies to be used in Expense.

To change the currency list

1 On the Expense screen, tap the Expense item whose currency

type you want to change.

2 Tap Details.

The Receipt Details dialog box appears.

Continued on next page

Chapter2 Using basic applications

Managing expenses (Expense)

3 Tap the arrow V next to Currency and then tap Edit currencies

from the drop-down list.

The Select Currencies dialog box appears.

4 Tap the arrow V for each Currency and then tap the country

whose currency you want to display in the Currency list.

5 Tap OK to close the Select Currencies dialog box. 6 Tap OK.

To change your default currency

You can change the currency displayed as the default in the Currency list.

1 On the Expense screen, tap the Menu icon.

The menu is displayed.

2 Tap Options and then Preferences.

The Preferences dialog box appears.

3 Tap the arrow V next to Default Currency and then tap the

currency symbol you want to appear in Expense.

4 Tap OK.

Chapter2 Using basic applications

Managing expenses (Expense)

To create a new currency symbol

If the currency you want to use is not included in the Currency list, you can create your own custom country and currency symbol.

1 On the Expense screen, tap the Menu icon.

The menu is displayed.

2 Tap Options and then Custom Currencies.

The Custom Currencies dialog box appears.

3 Tap one of the four country boxes.

The Currency Properties dialog box appears.

4 Enter the name of the country and a currency symbol, and then

tap OK.

Tips

• To use a newly defined currency symbol as a standard currency symbol, it is necessary to select the target currency symbol in advance in the Preferences option.

• To use a currency symbol only for a specific Expense item, select the currency symbol in the Receipt Details dialog box of that Expense item.

Chapter2 Using basic applications

Managing expenses (Expense)

Using the Expense menus

This section explains the menu commands specific to Expense. For the Edit menu, see “Using the Edit menu” on page 111.

Record menus

Delete Item Deletes the current Expense item. The Delete Expense dialog box

Purge Allows you to delete any category that is no longer used from the

appears.

Note

By default, the items that you delete will be saved onto the Palm Desktop for CLIE software on your computer during the next HotSync operation. To delete the items completely, deselect the check box ( ) for “Save archive copy on PC” in the Delete Expense dialog box.

Expense category set. Run this command to save memory if you find too many Expense items in your CLIE handheld.

Options menus

Preferences • Use automatic fill: Lets you select an Expense type by writing the

Custom Currencies You can create and add a new currency if you cannot find the currency

About Expense Shows the version information for Expense.

first letter of an Expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” Expense type. Writing “T” and then “E” enters “Telephone” which is the first Expense type beginning with the letters “TE.”

• Default Currency: Specifies the currency to be displayed as the default currency.

you want to use in Expense.

Chapter2 Using basic applications

Using Calculator (Calc)

Calculating with Calculator

Calculator lets you perform general mathematical functions, such as addition, subtraction, multiplication, division and square root.

Do either of the following to start the Calculator:

•Tap the Calculator icon.

•Rotate the Jog Dial™ navigator to select Calc and then press

the Jog Dial navigator.

•Tap the Calc

The Calculator screen appears.

Perform calculations using Calculator.

To use Calculator, tap the numbers and symbol icons on the screen with the stylus.

icon on the Application Launcher screen.

Chapter2 Using basic applications

Using Calculator (Calc)

Using the Calculator buttons

Calculator has several buttons to help you perform calculations.

CE Clears the last number you entered. Use this button if you make a mistake while

entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over.

C Clears the entire calculation and enables you to begin a new calculation. +/– Toggles the current number between a negative and positive value. If you want to enter

a negative number, enter the number first and then press the +/– button.

M+ Places the current number in memory. Each new number you enter with the M+ button

is added to the total 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.

MR Recalls the stored value from memory and inserts it in the current calculation. MC Clears any value that is stored in the Calculator memory.

Calculates the square root of the entered number. Tap the button after entering the number.

Using the Calculator menus

Copy, Paste Copies a number from Calculator and pastes it into another

application. Similarly, you can also paste numeric values you copied from another application such as Expense into Calculator.

Recent Calculations You can review the last series of calculations. About Calculator Shows the version information for Calculator.

Chapter2 Using basic applications

Performing common tasks

This section explains how to perform tasks that you can do in most or all of the basic applications.

Using the Application Launcher

This section explains how to switch between applications, how to change application settings so they are customized to your work methods, and how to categorize applications so you view them in related groups.

To open the Application Launcher screen, tap the Home icon.

Tip

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

Selecting applications

To open an application, choose from the following options:

• Tap the icon of the application you want to open. If you have many applications installed on your CLIE handheld, tap the scroll bar to see all the available applications.

• Rotate the Jog Dial™ navigator to select the application. Push the Jog Dial navigator to launch the selected application.

• Press an application button display the selected application immediately.

Chapter2 Using basic applications

, , , or on the front panel to

Continued on next page

Performing common tasks

Continued on next page

To open applications in the “Memory Stick” media

To open an application in the “Memory Stick” media from the Application Launcher screen, tap the arrow V in the upper-right corner of the

Application Launcher screen and select Card (or a category with the Card icon). Then, tap the icon of the application you want to open.

The Card icon is displayed only when a “Memory Stick” media is inserted in the CLIE handheld.

Note

There are some restrictions when opening an application copied (not installed using MS Gate) onto the CLIE handheld from the “Memory Stick” media. For details, see page 166.

Categorizing applications

The category feature enables you to manage the number of application icons that appear in the Application Launcher screen. You can assign an application to a category and then display a single category or all your applications.

To categorize an application

1 Tap the Home icon. 2 Tap the Menu icon. 3 Tap Category from the App menu.

Chapter2 Using basic applications

The Category screen appears.

Performing common tasks

Continued on next page

4 Tap the arrow V next to each application to select a category

from the drop-down list.

Tip

To create a new category for an application, tap Edit Categories from the dropdown list. Tap New, enter the category name, and then tap OK to add the category. Tap OK again.

5 Tap Done.

To display applications by category

1 Tap the Home icon. 2 Do one of the following:

• Tap the Home

• Tap the arrow V in the upper right corner of the screen and then tap the

desired category from the drop-down categories list.

• Push the Jog Dial navigator repeatedly while no applications are

highlighted.

Changing the Application Launcher display

You can choose to display applications in a list format. You can also choose to view the same category of applications each time you open the Application Launcher screen.

icon repeatedly to cycle through all the categories.

To change the view of applications

1 Tap the Home icon.

2 Tap the Menu icon.

Chapter2 Using basic applications

The menu is displayed.

Performing common tasks

3 Tap Options, and then tap Preferences.

The Preferences screen is displayed.

4 Tap the arrow V next to View By and then tap List. 5 Tap OK.

The applications are displayed in a list.

To open the Application Launcher screen to the last-opened category

In step 4, tap the Remember Last Category check box to select it.

To display an application’s Pop-up menu by the Jog Dial navigator

In step 4, tap the arrow V next to Jog Select and then tap PopUp.

Chapter2 Using basic applications

Performing common tasks

Categorizing records

You can categorize records in Address Book, To Do List, Memo Pad, and Expense applications for easy retrieval. (Date Book does not have categories.) When you create a record, it is automatically assigned to the currently displayed category. For example, if the All category is displayed, the record is assigned to the Unfiled category. A record can remain unfiled or it can be assigned to a category at any time.

System-defined and user-defined categories

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

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

Tips

• Address Book contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers that you might need in emergencies (doctors, fire department, lawyers, etc.).

• Expense contains two user-defined categories, New York and Paris, to show how you might sort your expenses according to different business trips.

Chapter2 Using basic applications

Performing common tasks

Moving a record into a category

Tap the record that you want to categorize.

Tap Details.

For Address Book only: Tap Edit.

The Address Edit screen appears.

Tap the arrow V next to Category to display the list of

available categories.

Tap the desired category for the item.

Tap OK.

Displaying the category of records

Tap the arrow V at the upper right corner of the screen.

A list of available categories appears.

Tap the category you want to view.

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

Chapter2 Using basic applications

Performing common tasks

Defining a new category

Tap the arrow V at the upper right corner of the screen.

A list of available categories appears.

Tap Edit Categories.

The Edit Categories screen is displayed.

Tap New.

The Edit Categories dialog box is displayed.

Enter a new category name and then tap OK.

You can assign any of your entries to the new category.

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Performing common tasks

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Finding records

Your CLIE handheld lets you find information by entering text in the Find option dialog box or searching for a phone number using the Phone Lookup option. These two options are available for all the basic CLIE applications.

Each application offers ways to find information:

• Date Book, To Do List, Memo Pad: Phone Lookup displays the Address

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

• Address Book: The Look Up line lets you enter the first letters of a name

to scroll immediately to that name.

• Expense: Lookup displays the names in your Address Book that have

data in the Company field. You can add these names to a list of attendees associated with an Expense record.

Using the Find option

The Find option lets you locate any text you specify in any application. For example, if the text appears in Address Book and Date Book, the Find option displays both occurrences in the Find dialog box.

Chapter2 Using basic applications

Tap the Find icon.

The Find dialog box appears.

Enter the text you want to find.

You can enter letters, symbols, or numbers.

Performing common tasks

Tap OK.

Find searches for the text in records and notes and then displays the results.

Tap the text in the find result list that you want to review.

The application associated with the data automatically starts to display the data.

To stop searching midway

Tap Stop. To resume the search, tap Find More.

Note

The Find option is not case sensitive; searching for “sony” also finds “Sony.”

Tip

Select text in an application before tapping the Find icon to automatically place the text in the Find dialog box.

Chapter2 Using basic applications

Performing common tasks

Using the Phone Lookup option

The Phone Lookup option lets you find a telephone number from the Address list screen and lets you add the information that appears in this list to a record. For example, you can add a telephone number from the Address list to an entry in Memo Pad.

Display the record in which you want to insert a phone

number.

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

Tap the Menu icon.

The menu of the application appears.

Tap Options and then Phone Lookup.

The Lookup screen appears.

Tap the phone number you want to add.

Tip to quickly find a phone number

Enter the first few letters of the name you want to find in the Look Up field in the lower screen.

Chapter2 Using basic applications

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100

Sony PEG-S320 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About this manual

Turning on and off your Sony CLIE Handheld

Using the stylus

Tapping

Dragging

Using the Jog Dial™ navigator

Entering data into your Sony CLIE Handheld

Using Graffiti® writing to enter data

Using the onscreen keyboard

Using your computer keyboard

Adjusting the screen

Resetting your Sony CLIE Handheld

Performing a soft reset

Performing a hard reset

Managing schedules and events (Date Book)

Scheduling an event

Checking schedules

Editing Date Book events

Using the Date Book menus

Managing addresses and phone numbers (Address Book)

Creating a new Address Book entry

Viewing Address Book entries

Editing Address Book entries

Using the Address Book menus

Creating To Do List items

Viewing To Do List items

Checking off a To Do List item

Working with To Do List

Using the To Do List menus

Creating memos (Memo Pad)

Creating a new memo

Reviewing memos

Sorting memos

Editing memos

Using the Memo Pad menus

Managing expenses (Expense)

Recording a new Expense item

Editing Expense items

Using the Expense menus

Using Calculator (Calc)

Calculating with Calculator

Using the Calculator buttons

Using the Calculator menus

Performing common tasks

Using the Application Launcher

Categorizing records

Finding records