Sony PEGSL10 Clié, PEGSJ30 Clié, PEGSJ20 Clié User Manual

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Operating

Instructions

A-B8F-100-11(2)

Chapter 1

Basic operations of your Sony CLIÉ Handheld

Chapter 2

Using basic applications

Chapter 3

Exchanging and updating data using a HotSync operation

Personal Entertainment Organizer

PEG-SL10/PEG-SJ20/PEG-SJ30

Chapter 4

Communicating using your Sony CLIÉ Handheld

Chapter 5

Customizing your Sony CLIÉ Handheld (Preferences)

Chapter 6

Additional information

Table of contents

About this manual .................................5

Differences between the PEG-SL10,

PEG-SJ20, and PEG-SJ30 ......................... 6

Chapter 1

Basic operations of your Sony CLIÉ Handheld

Turning your Sony CLIÉ Handheld

on and off ..............................................8

Using the stylus......................................9

Using the Jog Dial™ navigator............11

Entering data into your Sony CLIÉ

Handheld..............................................12

Using Graffiti

Using the onscreen keyboard ................ 21

Using your computer keyboard.............. 23

Adjusting the screen ............................ 24

Resetting your Sony CLIÉ Handheld.....25

Performing a soft reset .......................... 25

Performing a hard reset......................... 26

writing to enter data..... 12

Chapter 2

Using basic applications

Managing schedules and events

(Date Book) ................................. 28

Scheduling an event .............................. 28

Checking schedules ............................... 35

Editing Date Book events ...................... 41

Using the Date Book menus .................. 46

Managing addresses and phone

numbers (Address Book).............48

Creating a new Address Book entry ...... 48

Viewing Address Book entries ............... 50

Editing Address Book entries................. 54

Using the Address Book menus ............. 60

Managing tasks and things to do

(To Do List)..................................62

Creating To Do List items ...................... 62

Viewing To Do List items ....................... 63

Checking off a To Do List item............... 64

Working with To Do List ........................ 65

Using the To Do List menus ................... 69

Creating memos (Memo Pad) ...... 70

Creating a new memo ........................... 70

Reviewing memos ................................. 72

Editing memos....................................... 75

Using the Memo Pad menus.................. 77

Using Calculator (Calc)..................78

Calculating with Calculator ................... 78

Using the Calculator buttons ................. 79

Using the Calculator menus................... 79

Performing common tasks ................... 80

Using the Application Launcher............. 80

Categorizing records.............................. 84

Finding records ...................................... 87

Protecting your data (Security) .............. 91

Attaching notes ..................................... 97

Purging records ..................................... 98

Using the Edit menu .............................. 99

Choosing fonts .................................... 100

Chapter 3

Exchanging and updating data using a HotSync

operation

Continued on next page

Table of contents

What is a HotSync® operation? .........102

Performing a local HotSync® operation

with the USB cable.............................103

Using the Palm™ Desktop for CLIÉ

software.............................................105

Starting the Palm™ Desktop for CLIÉ

software .............................................. 105

Basic operations of the Palm

Desktop for CLIÉ software ................... 105

Locating the Palm Desktop for CLIÉ

components......................................... 106

Advanced HotSync

Setting the HotSync

operations ........107

setup options .... 107

Customizing HotSync application

settings (Conduit) ................................ 109

Conducting an IR HotSync operation... 111 Conducting a HotSync operation

via modem........................................... 114

Conducting a HotSync operation

via a network....................................... 120

Importing data from a Windows

application........................................... 125

Synchronizing with external data

(File Link)............................................. 127

Chapter 4

Communicating using your Sony CLIÉ Handheld

Beaming between your Sony CLIÉ Handheld and another Palm OS

What you can do with beaming........... 129

Beaming information........................... 130

Receiving beamed information............ 131

Tips on beaming information............... 131

Using Memory Stick

PDA

....129

media..............132

What is Memory Stick

media? .......... 132

Inserting and removing Memory

Stick media .......................................... 133

Protecting the data in Memory

Stick media .......................................... 135

Starting an application in Memory

Stick media .......................................... 136

Starting an application automatically when Memory Stick media is inserted

.... 136

Viewing information of the inserted

Memory Stick media (Card Info) .......... 137

Formatting Memory Stick media.......... 138

Exchanging data via Memory Stick

media ................................................. 140

Starting the Memory Stick

Gate (MS Gate) application ................. 140

Copying your CLIÉ handheld data to

Memory Stick media............................ 143

Copying data in Memory Stick media to

your CLIÉ handheld.............................. 145

Deleting data in Memory Stick media.. 148 Using the Memory Stick Gate menus... 150 Installing applications to/from

Memory Stick media without using

the Memory Stick Gate application ..... 151

Chapter 5

Customizing your Sony CLIÉ Handheld (Preferences)

What you can do with Preferences

..................................................154

Changing the Buttons preferences .... 156

Assigning applications to buttons ....... 156

Changing the full-screen pen stroke

activities .............................................. 157

Continued on next page

Table of contents

Assigning applications to HotSync

buttons ................................................ 158

Changing the Jog Dial™ navigator

preferences ........................................159

Setting the display format of the time,

date, and numbers (Formats).............160

Selecting a region default.................... 160

Selecting the time, date, and numbers

formats ................................................ 161

Setting the Date & Time preferences

...162

Setting the date................................... 162

Setting the time................................... 163

Setting the time zone and

daylight saving time ............................ 164

Setting the General preferences........165

Setting the automatic shut-off time..... 165

Setting sounds..................................... 166

Turning the Alarm LED on or off

(PEG-SJ20/PEG-SJ30) ........................... 167

Turning the Beam Receive feature

on or off............................................... 168

Entering owner information .............. 169

Creating Graffiti

ShortCuts .............170

Changing the Network preferences...172

Selecting a service ............................... 172

Entering a user name........................... 173

Entering a password............................ 173

Selecting a connection......................... 174

Adding telephone settings................... 174

Creating additional service templates

.... 175

Adding detailed information to a

service template .................................. 177

Creating log in scripts.......................... 178

Using the Network preferences menus

... 181

Setting the High Resolution Assist

function..............................................182

Chapter 6

Additional information

Backing up data of your Sony CLIÉ

Handheld............................................184

Backing up data to your computer

through a HotSync® operation ............ 184

Backing up all CLIÉ data to a Memory

Stick

media (using the Memory Stick

Backup application)............................. 185

Backing up CLIÉ handheld data to a Memory Stick media using the

Memory Stick Gate application............ 187

Using data of another Sony CLIÉ

Handheld............................................189

Using the Palm™ Desktop for CLIÉ

software to transfer data..................... 189

Using Memory Stick

to transfer data.................................... 191

Performing a HotSync your old CLIÉ handheld and the new

Palm Desktop for CLIÉ software .......... 193

Precautions ........................................ 194

Notes on use ....................................... 194

Battery considerations (PEG-SL10) ...... 195

Battery considerations

(PEG-SJ20/PEG-SJ30) ........................... 198

Troubleshooting – Frequently Asked

Questions ...........................................200

If you still cannot perform a HotSync

operation ............................................. 213

Getting Help.......................................214

Specifications.....................................215

Index .................................................. 217

media

operation between

About this manual

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

Your CLIÉ handheld comes with three manuals:

Read This First

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

Operating Instructions (this manual)

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

The manual shows you how to:

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

enter data (Chapter 1)

■ Use Personal Information Management applications: Date Book, Address

Book, To Do List, Memo Pad, and Calculator (Chapter 2)

■ Perform a HotSync

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

media (Chapter 4)

■ Personalize your CLIÉ handheld with your own preferences settings

(Chapter 5)

■ Maintain your CLIÉ handheld and work with the Troubleshooting

section and other technical information (Chapter6)

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, including:

■ PictureGear Pocket and PictureGear 4.6Lite

■ PhotoStand

■ CLIÉ Paint

■ gMovie player

■ World Alarm Clock

■ Memory Stick Autorun (MS Autorun)

■

Memory Stick Import (MS Import) and Memory Stick Export (MS Export)

About this manual

Differences between the PEG-SL10, PEG-SJ20, and PEG-SJ30

This manual describes the operation of three CLIÉ handheld models: PEGSL10, PEG-SJ20, and PEG-SJ30.

Following is the major differences in these models:

PEG-SL10

• Two AAA (LR03) batteries

• Monochrome LCD

PEG-SJ20

• Built-in rechargeable battery

• Monochrome LCD

PEG-SJ30

• Built-in rechargeable battery

• Color LCD

Illustrations used in this manual

All illustrations of the unit and screen images are of the PEG-SJ30, unless specified otherwise. Differences between the three models are described at relevant points throughout the manual.

Note

Some models described in this manual are unavailable in some areas.

Chapter 1

Basic operations of your Sony CLIÉ Handheld

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

Contents

Turning your Sony CLIÉ Handheld on and off.............................. 8

Using the stylus........................................................................... 9

Using the Jog Dial™ navigator ................................................. 11

Entering data into your Sony CLIÉ Handheld............................. 12

Using Graffiti® writing to enter data.................................... 12

Using the onscreen keyboard............................................... 21

Using your computer keyboard ............................................ 23

Adjusting the screen ................................................................. 24

Resetting your Sony CLIÉ Handheld .......................................... 25

Performing a soft reset ........................................................ 25

Performing a hard reset ....................................................... 26

Turning your Sony CLIÉ Handheld on and off

Turning on your CLIÉ handheld

Press the POWER button.

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

Press the POWER button.

BACK button

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

Tip

You can set the power to turn on/off with the BACK button. For details, see page 159.

Turning off your CLIÉ 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 on the screen on or off.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Using the stylus

With your CLIÉ 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 CLIÉ handheld. Pull it out when using your CLIÉ handheld.

Take out the stylus.

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

Tapping

When you enter characters on the onscreen keyboard of your CLIÉ 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.”

Chapter 1 Basic operations of your Sony CLIÉ 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 CLIÉ 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.

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 157 for details.

Help on the screen. You can assign

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Using the Jog Dial™ navigator

Your CLIÉ handheld is equipped with a Jog Dial navigator, which allows you to perform all major operations without the stylus. You can operate your CLIÉ 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 navigator mark*.

For applications not supporting the Jog Dial navigator operations, you can use the JogAssist function to enable Jog Dial navigator operations. For details, see “Changing the Jog Dial

* The World Alarm Clock icon and PhotoStand icon and CLIÉ Paint icon do

not have the mark, but supports the Jog Dial navigator operations.

™

navigator preferences” on page 159.

™

Jog Dial

mark

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.

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 perform 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.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ Handheld

Using Graffiti® writing to enter data

This section describes the procedures for creating letters, numbers, punctuation, and symbols, and teaches you some Graffiti

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 Writing Graffiti alphabet table in this chapter, and as shown below, 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 CLIÉ 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.

tips and tricks.

Write letters here Write numbers here

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Division marks

Entering data into your Sony CLIÉ 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.

Lift stylus here

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.

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 CLIÉ 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.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Position the stylus

Continued on next page

Entering data into your Sony CLIÉ 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 CLIÉ handheld does not recognize them as text characters.

Tips

• 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.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ Handheld

Writing Graffiti alphabet

Write Graffiti letters corresponding to the letters of the alphabet, as shown below, 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 Back Space

Carriage Return Period Tap twice

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Continued on next page

Entering data into your Sony CLIÉ 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 .

Caps Shift

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 Lock

To return to the lower case, use the Caps Shift stroke

Writing numbers

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

0 5

1 6

2 7

3 8

4 9

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ 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 ([) Left square bracket

(&) Ampersand (]) Right square bracket

(*) Asterisk (-) Swung dash

(<) Left angle bracket

(>) Right angle bracket

(_) Under bar (:) Colon

(“) Ditto Tab

(\) Grave accent

(;) Semicolon

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ 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 x

(™) Trademark ÷

(®) Registered =

(©) Copyrighted (¢) Cent

(‘) Left single quotation

(’) Right single quotation

(“) Left double quotation

(”) Right double quotation

(§) Section ¡

(º) Degree ß

+ µ

– ƒ

(¥) Yen

(£) Pound

( ) Euro

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ 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

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

and then .

Note

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

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ 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 170). 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

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ Handheld

Using the onscreen keyboard

You can open the onscreen keyboard any time you need to enter text or numbers into your CLIÉ 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.

Tap here for the alphabetic keyboard

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Tap here for the numeric keyboard

Continued on next page

Entering data into your Sony CLIÉ Handheld

Alphabetic

Tab

Caps lock

Backspace

Carriage return

Caps shift

Numeric

Tap here to display numeric keyboard

Select the desired keyboard and tap the characters to enter

Tap here to display alphabetic keyboard

International

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.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Entering data into your Sony CLIÉ Handheld

Using your computer keyboard

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

Refer to the Palm Desktop for CLIÉ 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 CLIÉ 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 CLIÉ software, and then perform a HotSync operation to transfer the data to your CLIÉ handheld. For details, see “Chapter 3: Exchanging and updating data using a HotSync operation.”

™

Desktop for CLIÉ software or any other supported

operation to synchronize the

, to enter

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Adjusting the screen

You can turn the backlight on or off, and adjust the contrast (PEG-SL10/ PEG-SJ20) or brightness (PEG-SJ30) according to the lighting conditions or temperature of the environment where you use your CLIÉ 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 or brightness

Using the onscreen contrast (PEG-SL10/PEG-SJ20) or brightness (PEG-SJ30) control, adjust the screen contrast or brightness as follows:

Tap 6 for PEG-SL10/PEG-SJ20 or 8 for PEG-SJ30.

PEG-SL10/PEG-SJ20

Tap this icon.

The adjustment control screen is displayed.

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

PEG-SJ30

Tap this icon.

right. To change the brightness/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 CLIÉ Handheld for the first time” in the Read This First manual.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Resetting your Sony CLIÉ Handheld

Under normal circumstances, you do not have to reset your CLIÉ handheld. On rare occasions, however, your CLIÉ 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 CLIÉ handheld running again.

Performing a soft reset

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

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

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

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Resetting your Sony CLIÉ Handheld

Performing a hard reset

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

Note

With a hard reset, all records and entries stored in your CLIÉ handheld are erased. Perform a hard reset only if a soft reset does not solve your problem.

You can restore your CLIÉ handheld data if you save a back-up on your computer or Memory Stick media. For details on how to save a back-up, see “Backing up data of your Sony CLIÉ handheld” on page 184.

Hold down the POWER button on your CLIÉ 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.

After 3 seconds, release the POWER button.

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

Press the scroll button on the front panel of your CLIÉ

handheld upwards.

Your CLIÉ 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.

Chapter 1 Basic operations of your Sony CLIÉ Handheld

Chapter 2

Using basic applications

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

Contents

Managing schedules and events (Date Book)..................... 28

Scheduling an event ............................................................ 28

Checking schedules ............................................................. 35

Editing Date Book events..................................................... 41

Using the Date Book menus ................................................ 46

Managing addresses and phone numbers

(Address Book)................................................................... 48

Creating a new Address Book entry ..................................... 48

Viewing Address Book entries.............................................. 50

Editing Address Book entries ............................................... 54

Using the Address Book menus ........................................... 60

Managing tasks and things to do (To Do List).................... 62

Creating To Do List items..................................................... 62

Viewing To Do List items ..................................................... 63

Checking off a To Do List item ............................................. 64

Working with To Do List ...................................................... 65

Using the To Do List menus ................................................. 69

Creating memos (Memo Pad)............................................. 70

Creating a new memo ......................................................... 70

Reviewing memos ............................................................... 72

Editing memos .................................................................... 75

Using the Memo Pad menus................................................ 77

Using Calculator (Calc)....................................................... 78

Calculating with Calculator.................................................. 78

Using the Calculator buttons ............................................... 79

Using the Calculator menus................................................. 79

Performing common tasks......................................................... 80

Using the Application Launcher ........................................... 80

Categorizing records............................................................ 84

Finding records.................................................................... 87

Protecting your data (Security) ............................................. 91

Attaching notes................................................................... 97

Purging records ................................................................... 98

Using the Edit menu............................................................ 99

Choosing fonts.................................................................. 100

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.

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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.

Perform 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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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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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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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.

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.

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• 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 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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Tap OK.

The Date Book screen is displayed again. Make sure that the repeat

event.

Notes

•If you change the start date of a repeating event, your CLIÉ handheld calculates the number of days you moved the event. Your CLIÉ 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 CLIÉ 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 CLIÉ 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 CLIÉ 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 is displayed to the far right of the

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

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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 the 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.

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

• 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.

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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

• 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 CLIÉ handheld to move between months. Press the scroll button upwards to display the previous month, or downwards 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 of 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

• 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.

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)

Setting an alarm for an event

The Alarm setting enables you to set an audible alarm for events in your Date Book. 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.

Tip

You can also set your CLIÉ handheld to flash its LED for an event instead of, or in addition to, an audible alarm. For details, see “Turning the LED alarm on or off (PEGSJ20/PEG-SJ30)” on page 167.

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

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.

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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 CLIÉ 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 91.

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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 reoccurring 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 CLIÉ software on your computer during the next HotSync® operation.

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Managing schedules and events (Date Book)

Using the Date Book menus

This section describes the menu commands specific to Date Book. For the Edit menu, see “Using the Edit menu” on page 99.

Record menus

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

Delete Event Deletes the currently selected event. The Delete Event

Attach Note Attaches notes to the current event. A dialog box for

Delete Note Deletes notes from the current event. The Delete Note

Purge You can specify a certain period based on the current

Beam Event Sends the current event to another CLIÉ handheld via the

selecting the start and end times is displayed.

dialog box appears.

entering comments appears.

dialog box is displayed.

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

Notes

•A reoccurring event will not be deleted.

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

infrared communications port.

Options menus

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

box.

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

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

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

Security Hides the current item unless the password is entered.

About Date Book Shows version information for Date Book.

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: Selects the sound that is played as 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 a Minute, 5 minutes, 10 minutes, and 30 minutes.

display.

• Show Time Bars: Activates the time bars that appear

in the Day view. The time bars show the duration of an event and illustrate event conflicts.

• Compress Day View: Controls how times appear in

the Day view. When Compress Day view is off, all time slots 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.

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

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

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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 Graffiti

entering

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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 CLIÉ software to create entries on your computer and then download them to your CLIÉ handheld with your next HotSync operation. See “Performing a local HotSync® operation with the USB cable” on page 103 for details.

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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 or press the BACK button.

The Address screen is displayed again.

Tips

• 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 and display every third screen.

• 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. 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.

To select 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 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 in which 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.

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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.

To paste an image, you must first ready an image on your CLIÉ handheld with the PictureGear™ Pocket application. For details, see “Viewing image files (Picture Gear Pocket)” in the Add-on Application Guide.

Tap the address entry in the address list to which you want to

paste an image.

The Address View screen of the selected address record appears.

Tap Edit.

The Address Edit screen appears.

Tap No Image in the upper right of the screen.

Tap No Image.

The Select Image(s) screen appears.

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Tap the image you want to paste.

The image you selected is pasted to the address 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 for CLIÉ 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 CLIÉ handheld.

To change the image

Tap the pasted image in the Address Edit screen. The Select image(s) screen appears. Tap to select another image.

To remove the image

Tap the pasted image in the Address Edit screen. The Select image(s) screen appears. Tap No images.

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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 record 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 record 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 CLIÉ 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 91.

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 describes the menu commands specific to Address Book. For the Edit menu, see “Using the Edit menu” on page 99. 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

Duplicate Address

Beam Address Sends all the address entries in the currently selected

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

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

Delete Note Deletes comments from the current address entry. Choosing

Select Business Card Defines the current address entry on a business card. A

Beam Business Card

box appears.

Notes

•

By default, the entry that you delete will be saved onto the Palm Desktop for CLIÉ 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.

•

If the current entry has an image pasted, the image will not be deleted.

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

category to another CLIÉ handheld via the infrared communications port.

menu opens up a screen for entering comments.

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

business card icon ( ) is displayed when you set an entry as a business card.

Sends the current business card to another CLIÉ handheld via the infrared communications port.

Tip

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.

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Managing addresses and phone numbers (Address Book)

Options menus

Font Preferences Remember last category: Determines how Address

Rename Custom Fields These custom fields appear at the end of the Address Edit

Security Hides the current record unless the password is entered.

About Address Book Shows the version information for Address Book.

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

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

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

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

Chapter 2 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.

To select 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 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 68.

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 .

Chapter 2 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.

Chapter 2 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 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 Preferences dialog box, you can tap directly on the due date in To Do List to select a desired due date.

Chapter 2 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 CLIÉ software on your computer during the next HotSync® operation.

Chapter 2 Using Basic applications

Managing tasks and things to do (To Do List)

Changing the appearance of To Do List

The To Do Preferences dialog box enables you to change the appearance of To Do List.

On the To Do List screen, tap Show.

The To Do Preferences dialog box appears.

Change the To Do Preferences 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.

Chapter 2 Using Basic applications

Managing tasks and things to do (To Do List)

Using the To Do List menus

This section describes the menu commands specific to To Do List. For the Edit menu, see “Using the Edit menu” on page 99.

Record menus

Delete Item Deletes the current To Do item. The Delete To Do dialog

Attach Note Adds comments to the current To Do item. Choosing this

Delete Note

Purge Allows you to delete any completed items from To Do

Beam Item Sends the current To Do item to another CLIÉ handheld

Beam Category Sends all the To Do items in the currently selected

box appears.

menu item opens up a screen for entering comments. Deletes comments from the current To Do item. Choosing

this menu item opens up the Delete Note dialog box.

List. Run this command to save memory if you find too many recorded To Do items in your CLIÉ handheld.

Note

By default, the items that you purge will be saved onto the Palm Desktop for CLIÉ 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.

via the infrared communications port.

category to another CLIÉ handheld via the infrared communications port.

Options menus

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

Security Hides the current item unless the password is entered.

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

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

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

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

Chapter 2 Using Basic applications

Creating memos (Memo Pad)

You can use Memo Pad to create brief memos on your CLIÉ handheld. You can also display TXT or CSV (Comma Separated Value) document files created on your computer (page 125). 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 CLIÉ 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.

Tip

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

Tap New.

A new memo is created.

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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 onscreen keyboard or write

Tap Done or press the BACK button when you finish.

The first line of the memo is displayed.

when using Graffiti® writing.

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.

Chapter 2 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 contents of the selected memo are 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.

Chapter 2 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 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 to the

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

Chapter 2 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 CLIÉ software on your computer during the next HotSync® operation.

Chapter 2 Using Basic applications

Creating memos (Memo Pad)

Categorizing a memo

You can categorize your memo. In step 2 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 CLIÉ 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 91.

Chapter 2 Using Basic applications

Creating memos (Memo Pad)

Using the Memo Pad menus

This section describes the menu commands specific to Memo Pad. For the Edit menu, see “Using the Edit menu” on page 99. 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 CLIÉ handheld via

another CLIÉ handheld via the infrared communications port.

appears.

Note

By default, the memos that you delete will be saved onto the Palm Desktop for CLIÉ 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.

the infrared communications port.

The Options menus

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

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

Preferences Specifies how the memos are displayed. The Memo

Security Hides the current memo unless the password is entered.

About Memo Pad Shows the version information for Memo Pad.

box.

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

Preferences screen appears.

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

Chapter 2 Using Basic applications

Using Calculator (Calc)

Calculating with Calculator

Perform either of the following to start the Calculator:

• Tap the Calculator icon.

• Rotate the Jog Dial™ navigator to select Calc and 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.

Chapter 2 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

C Clears the entire calculation and enables you to begin a

+/– Toggles the current number between a negative and

M+ Places the current number in memory. Each new number

MR Recalls the stored value from memory and inserts it in

MC Clears any value that is stored in the Calculator memory.

you make a mistake while entering a number in the middle of a calculation. This button enables you to reenter the number without starting the calculation over.

new calculation.

positive value. If you want to enter a negative number, enter the number first and then press the +/– button.

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.

the current calculation.

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 Memo Pad into Calculator.

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

Chapter 2 Using Basic applications

Performing common tasks

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

Using the Application Launcher

This section describes 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 the 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 CLIÉ handheld, tap the scroll bar to see all the available applications.

•Rotate the Jog Dial navigator to launch the selected application.

•Press an application button , , , or on the front panel to display the corresponding application immediately.

Chapter 2 Using Basic applications

™

navigator to select the application. Push the Jog Dial

Performing common tasks

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.

The Category screen appears.

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 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 icon repeatedly to cycle through all the categories.

• Tap the arrow V in the upper right corner of the screen and tap the desired category from the drop-down categories list.

• Push the Jog Dial navigator repeatedly while no applications are highlighted.

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Note

If you have a Memory Stick® media inserted in your CLIÉ handheld, a Card icon appears at the bottom of the drop-down categories list. For details on how to use the Memory Stick media, see page 136.

Changing the Application Launcher display

By default, the Application Launcher displays each application as an icon. Alternatively, you can display applications in a list format, or in a smaller icon/list.

You can also choose to view the same category of applications each time you open the Application Launcher screen.

To change the view of applications

1 Tap the Home icon. 2 Tap the Menu icon.

The menu is displayed.

3 Tap Options, and tap Preferences.

The Preferences screen is displayed.

4 Tap the arrow V next to View By, and tap to select from List, List

(Small), or Icon (Small).

5 Tap OK.

The applications are displayed in the selected format.

List view List (Small) view Icon (Small) view

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To open the Application Launcher screen to the last-opened category or the last-used application

1 Tap the Home icon. 2 Tap the Menu icon.

The menu is displayed.

3 Tap Options, and tap Preferences.

The Preferences screen is displayed.

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

Remember Last Used App to select it.

5 Tap OK.

Note

Only applications opened from the Application Launcher screen are recognized as the last opened applications.

To display the Pop-up application menu with the Jog Dial navigator

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

Chapter 2 Using Basic applications

Performing common tasks

Categorizing records

You can categorize records in Address Book, To Do List, and Memo Pad 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 CLIÉ 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.

Tip

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.).

Chapter 2 Using Basic applications

Performing common tasks

Moving a record into a category

Tap the record that you want to categorize.

Address Book only: Tap Edit.

The Address Edit screen appears.

Tap Details.

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.

Chapter 2 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 tap OK.

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

Chapter 2 Using Basic applications

Performing common tasks

Finding records

Your CLIÉ 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 CLIÉ 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.

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.

Tap the Find icon.

The Find dialog box appears.

Enter the text you want to find.

You can enter letters, symbols, or numbers.

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Performing common tasks

Tap OK.

Find searches for the text in records and notes and 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.

Chapter 2 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 tap Phone Lookup.

The Phone Number 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.

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Performing common tasks

Tap Add.

The Phone Lookup closes and the name and phone number are added to the record you displayed in step 1.

To activate Phone Lookup with Graffiti

Write the Graffiti® Command stroke to activate Phone Lookup.

Phone Lookup using text

Drag and highlight text and then write the Graffiti Command stroke . The selected text is replaced with the found name and phone number.

If multiple records are found, the Phone Number Lookup screen appears.

Chapter 2 Using Basic applications

Performing common tasks

Protecting your data (Security)

Your CLIÉ handheld includes a Security application that allows you to protect your data from unauthorized users.

In Security, you can do the following:

•Lock and turn off your CLIÉ handheld so that it does not operate until you enter the correct password.

•Set the CLIÉ handheld to automatically lock at/after a preset time, or whenever you turn it off.

•Mask all records that you mark as private so the information appears greyed out.

•Hide all records that you mark as private so they do not appear on any screen.

Tip

All private records can be masked or hidden, with or without a password. Without a password, the masked record will be unmasked when you tap it. With a password, you must enter the password to view the private records.

Assigning a password

You can assign a password to protect your private records and to lock your CLIÉ handheld.

Rotate the Jog Dial navigator to select Security and press the

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

The Security screen appears.

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Tap Unassigned.

The Password dialog box appears.

Enter a password and a hint to remember it, then tap OK.

The dialog box for verifying the password appears.

Enter the same password again to verify it and tap OK.

Your password is assigned. In Password, “-Assigned-” is displayed. To lock your CLIÉ handheld with this password, see page 94.

Changing or deleting a password

Rotate the Jog Dial navigator to select Security and press the

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

The Security screen appears.

Tap -Assigned-.

The Password dialog box appears.

Enter the current password and tap OK.

The dialog box used to enter a new password appears.

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• To change the password, enter a new password and tap

OK.

• To delete the password, tap Unassign.

If you forget your password

If you forget your password, you can delete it. Note, however, that deleting a forgotten password also deletes all entries and records marked as Private. (If you synchronize with your computer before deleting a forgotten password, you can restore your private records at the next HotSync operation.)

Tap Lost Password in step 3.

The Delete Password dialog box appears.

Tap Yes.

Your password and private records are deleted.

Chapter 2 Using Basic applications

Performing common tasks

Locking your CLIÉ handheld with a password

You can lock your CLIÉ handheld so that you have to enter your password to operate it.

Note

If you lock your CLIÉ handheld, you must enter the exact password to restart your CLIÉ handheld. If you forget the password, you must perform a hard reset to resume using your CLIÉ handheld. Performing a hard reset deletes all the records in your CLIÉ handheld; however, you can restore all synchronized data at the next HotSync® operation.

Perform a HotSync operation to synchronize the data

between your CLIÉ handheld and your computer.

See “Chapter 3: Exchanging and updating data using a HotSync operation” for more information.

Assign a password and a hint to remember it.

Follow the steps described in “Assigning a password” on page 91.

Rotate the Jog Dial navigator to select Security and press the

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

The Security screen appears.

Tap Lock & Turn Off.

The System Lockout dialog box appears.

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Performing common tasks

Tap Off & Lock.

Your CLIÉ handheld is turned off and locked. To start your CLIÉ handheld, turn it on and enter the password.

Setting your CLIÉ handheld to lock automatically

You can set your CLIÉ handheld to lock whenever you turn it off.

Back up your data and assign a password.

Follow the steps described in “

Tap Never.

The Password screen appears.

Enter your password, and tap OK.

The Lock Handheld screen appears.

Assigning a password

” on page 91.

Tap your choice from the list.

• Never: Your CLIÉ handheld will not lock automatically. To lock it

manually, you must tap Lock & Turn Off in the Security screen.

• On power off: Your CLIÉ handheld will lock when it is turned off.

• At a preset time: The Set Time dialog box appears. Set a time so your

CLIÉ handheld will lock at that preset time.

• After a preset delay: Set your CLIÉ handheld to lock if inactive for a

preset time. Enter the time, and tap the arrow V next to it to select minute(s) or hour(s).

Tap OK.

Chapter 2 Using Basic applications

Performing common tasks

Making records private

In all basic applications, you can make individual records private. Private records remain visible and accessible, until you select the Security setting to hide all private records.

To mask or hide private records

You can mask or hide your private records. To view the masked or hidden records, you need to enter the password.

1 Rotate the Jog Dial navigator to select Security or tap the

Security

The Security screen appears.

icon on the Application Launcher screen.

2 Tap the arrow V next to Current Privacy to select Mask Records

or Hide Records from the drop-down list.

• Mask Records: Masked records appear as grey placeholders in their

position with a lock mark.

• Hide Records: Hidden records disappear completely from the screen.

When you select Hide RecordsWhen you select Mask Records

3 Tap OK.

To display private records

In step 2, select Show Records. If you have a password, the Show Records screen appears. Enter the

password and tap OK.

Chapter 2 Using Basic applications

Performing common tasks

Attaching notes

In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to a location.

Tap the record to which you want to add a note.

Address Book only: Tap Edit.

The Address Edit screen appears.

Tap Details.

Tap Note.

Enter your note.

Tap Done.

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

Tip

To display the note, tap the note icon. You can review or edit the note. To delete the note, tap Delete, and tap Yes.

Chapter 2 Using Basic applications

Note icon

Performing common tasks

Purging records

If outdated records of Date Book or To Do List take up memory on your CLIÉ handheld, it’s a good idea to remove them by using Purge. If you think Date Book or To Do List records might prove useful later, you can save them in an archive file on your computer. Purging is not available in Address Book or Memo Pad, so delete outdated records from these applications.

Open the application.

Tap the Menu icon.

Tap Purge from the Record menu.

The Purge screen appears.

Tap the arrow V and select how old a record must be to be

purged. If you want to save a copy of the purged records on your

computer, select the “Save archive copy on PC” check box.

If you want to delete the records completely, clear it.

Tap OK.

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

Note

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

Chapter 2 Using Basic applications

operation.

Performing common tasks

Using the Edit menu

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

Selecting text in an application

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

Drag the stylus over the text to highlight it.

Notes

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

• You can also drag across the text to select additional words, or drag down to select a group of lines.

Edit menu

To display the Edit menu, tap the Menu icon and select Edit.

Undo Reverses the action of the last edit command. For

Cut Removes the selected text and stores it temporarily in the

Copy Copies the selected text and stores it temporarily in the

Paste Inserts the text that you cut or copied at the selected

Select All Selects all of the text in the current record or screen. This

Keyboard Opens the onscreen keyboard. When you finish with the

Graffiti Help

example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace.

memory of your CLIÉ handheld. You can paste the text you cut into another area of the current application or into a different application.

memory of your CLIÉ handheld. You can paste the text that you copy into another area of the current application or into a different application.

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

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

onscreen keyboard, tap Done. Opens screens that show all the Graffiti® character strokes.

Use this command any time you forget a stroke for a character.

Chapter 2 Using Basic applications

Performing common tasks

Choosing fonts

In all basic applications, you can change the font style to make the text easier to read. You can choose a different font style for each application.

Open an application.

Tap the Menu icon.

The menu is displayed.

Tap Options, and tap Font.

Tap the font style you want to use.

You can select small, bold, or large font.

Tap OK.

The text in the application is displayed in the selected font style.

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100

Sony PEGSL10 Clié, PEGSJ30 Clié, PEGSJ20 Clié User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

About this manual

Differences between the PEG-SL10, PEG-SJ20, and PEG-SJ30

Turning your Sony CLIÉ Handheld on and off

Using the stylus

Using the Jog Dial™ navigator

Entering data into your Sony CLIÉ Handheld

Using Graffiti® writing to enter data

Using the onscreen keyboard

Using your computer keyboard

Adjusting the screen

Resetting your Sony CLIÉ 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

Creating a new Address Book entry

Viewing Address Book entries

Editing Address Book entries

Using the Address Book menus

Managing tasks and things to do (To Do List)

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

Editing memos

Using the Memo Pad 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

Protecting your data (Security)

Attaching notes

Purging records

Using the Edit menu

Choosing fonts