Palm, Inc.
Palm, Inc. Confidential Copyright © 1998-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, and Palm OS are registered trademarks, and the HotSync logo, Palm, Palm Powered, the Palm logo, and Tungsten are trademarks of Palm, Inc. Palm, Inc. uses the Bluetooth trademark under express license from Bluetooth SIG, Inc., U.S.A. All other brands are trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc.
Palm, Inc. Confidential Contents About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1: Setting Up Your Palm™ Tungsten™ T Handheld . . . . . . . . . . . . 3 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 4 Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Symbol characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Using Date Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Record menu . . . . . . . . . .
Palm, Inc. Confidential Contents Chapter 12: Using Phone Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 What can you do with a phone connection? . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Setting up a phone connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124 Configuring network service settings for your phone . . . . . . . . . . . . . . . . 127 Updating the phone files on your handheld . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Chapter 16: Performing HotSync® Operations . . . . . . . . . . . . . . . . . . . . . 157 Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157 Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Conducting cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . 162 Performing a cradle/cable HotSync operation: Windows computers . . .
Palm, Inc. Confidential Contents Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233 Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235 HotSync buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236 Owner preferences . . . . .
Palm, Inc.
Palm, Inc. Confidential About This Book Congratulations on your purchase of a Palm™ Tungsten™ T handheld. This handbook is designed to quickly familiarize you with your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
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Palm, Inc. Confidential Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld System requirements To install and operate Palm™ Desktop software, your computer system must meet the requirements described in this section.
Palm, Inc. Confidential Step 1: Connect the HotSync cradle/cable to the computer ■ CD-ROM or DVD-ROM drive (you can also download Palm Desktop software from www.palm.com).
Palm, Inc. Confidential Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld Windows 95 and NT users cannot use a USB cradle/cable and port. You must use a cradle with a serial port connection (sold separately). USB icon USB port USB connector Step 2: Charge your handheld a. Place your handheld in the cradle/cable for two hours for an initial charge. Your handheld’s indicator light glows steady green when it is charging. b.
Palm, Inc. Confidential Step 4: Install software c. Hold the stylus like you would a pen or pencil, and use it to follow the onscreen directions. Step 4: Install software a. Insert the Desktop Software CD-ROM into your computer’s CD-ROM drive. b. Windows: Follow the onscreen instructions which guide you through installing Palm Desktop software and entering your handheld business card information.
Palm, Inc. Confidential Chapter 1 Setting Up Your Palm™ Tungsten™ T Handheld Step 6: Register your handheld Windows: When the first HotSync operation is complete, the installer displays screens where you can select product registration options. After you complete these screens, the Congratulations! screen appears. Congratulations! You’ve set up your handheld, installed Palm Desktop software, and performed your first HotSync operation.
Palm, Inc. Confidential CHAPTER 2 Exploring Your Handheld Your Palm™ Tungsten™ T handheld can help you stay organized, on time, and up-to-date with daily tasks while you are away from your desk. Use your new handheld to do the following: ■ Enter your schedule in Date Book. ■ Keep all your contact names, addresses, and phone numbers in Address Book. ■ Prioritize and assign your tasks a due date in To Do List. ■ Jot quick notes directly on the screen in Note Pad.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld ■ View photographs and other images. ■ Read books or other documents. Locating handheld components Take a few moments to learn how to access and locate the components of your handheld. Opening and closing your handheld When your handheld is open, you can access additional controls on the front and back panels. You can use your handheld in either the open or closed position.
Palm, Inc. Confidential Locating handheld components Locating front panel controls Speaker Headphone jack Microphone Screen Voice Memo application button Navigator Graffiti® writing area Note Pad To Do List Date Book Address Book Application buttons Headphone jack Enables you to connect a standard 3.5mm stereo headset (sold separately) to your handheld for use with audio applications. Speaker Enables you to listen to alarms, voice memos, and game sounds on your handheld.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld Locating top panel components Indicator light Power button/ backlight control Expansion card slot Stylus IR port Indicator light Serves as an alert for Date Book, World Clock, Note Pad, or Voice Memo alarms. It also indicates the battery-charging status when your handheld is in the cradle/cable. Power button/ backlight control Turns your handheld on or off and controls the backlight feature.
Palm, Inc. Confidential Locating handheld components Using the backlight If lighting conditions make it difficult for you to see the information on your handheld, you can adjust the brightness of the screen backlight or turn it off. The backlight remains on until you turn it off. Turning the backlight off conserves battery power. To adjust the brightness of the backlight: 1. Tap the Brightness icon 2. Tap the Enable Backlight check box to select it. 3. Drag the slider to adjust the brightness.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld Reset button Resets your handheld. Under normal use, you should not have to use the reset button. See “Resetting your handheld” in Appendix A for information about when and how to use the reset button. Attach points Enable you to connect optional accessories to your handheld, such as a modem or sled. These accessories are sold separately and are typically available from third-party developers.
Palm, Inc. Confidential Adding an expansion card 2. Store the cover by aligning the cover tabs with the notches on the sides of your handheld, and then gently pressing it onto the back of your handheld. Adding an expansion card An expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have to store software and data on your handheld. To insert a card: 1. Insert the card into the expansion slot with the label side facing the display. 2.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld To remove a card: 1. Push lightly against the card with your thumb. When the card is released, you hear the system sound. 2. Slide the card out of the expansion slot. Push For complete information about working with expansion cards, see Chapter 7.
Palm, Inc. Confidential Tapping and typing ■ Select options in dialog boxes. ■ Open the onscreen keyboards. Just as you can drag the mouse to select text or move objects on your computer, you can drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Elements of the handheld interface There are many common elements in the handheld interface. These elements are described in this section.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld Previous/next arrows Pick list Check box Scroll bar Command button Check box Tap a check box to select or deselect it. When a check box contains a check mark, the corresponding option is selected and active. When a check box is empty, the corresponding option is deselected and inactive. Command buttons Tap a button to perform a command. Command buttons appear at the bottom of dialog boxes and application screens.
Palm, Inc. Confidential Tapping and typing To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done. Using the navigator When you work with most applications, the navigator on the front panel of your handheld makes it easy for you to navigate among and select your entries. You can use the navigator to perform tasks without the stylus using one hand. Look for the navigator icon to find navigator tips throughout this guide.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld To navigate in dialog boxes: ■ While a pick list is open, press Up or Down on the navigator to highlight an item, and then press Select on the navigator to select the item. ■ Press Select on the navigator to close a dialog. If there’s only one button, pressing Select activates that button. If there’s multiple buttons, Select activates affirming buttons such as OK, Yes, or Done. Read dialog boxes carefully.
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Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld 4. Tap the characters to enter text and numbers. When a keyboard is open, you can tap the abc, 123, or Int’l boxes to open any of the other keyboards, including the international keyboard.
Palm, Inc. Confidential Using Graffiti writing to enter data ■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. Some single 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.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld To delete Graffiti characters: ■ 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. Graffiti tips When using Graffiti writing, keep these tips in mind: ■ Accuracy improves when you write large characters. Draw strokes that nearly fill the Graffiti writing area. ■ Write at natural speed.
Palm, Inc. Confidential Using Graffiti writing to enter data Letter Strokes Letter J W K X Strokes or L Y or M Z or Space Backspace Carriage return Period Tap twice A full-screen pen stroke brings up Graffiti help on your handheld. See “Pen preferences” in Chapter 17 for details. TIP Capital letters You make capital letters with the same stroke shapes as the basic alphabet characters.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld To enter only capital letters (Caps Lock): ■ Enter the Caps Lock stroke: Caps Lock When Caps Lock is active, an underlined up arrow symbol appears in the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke.
Palm, Inc. Confidential Using Graffiti writing to enter data Punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. With this tap, you activate Punctuation Shift, and a dot appears to show that it is active. The next stroke you make with the stylus creates a punctuation mark.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld Symbol characters All symbol characters begin with the symbol shift stroke in the Graffiti writing area of your handheld. Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.
Palm, Inc. Confidential Using Graffiti writing to enter data Additional non-English characters You can write the following characters without any special punctuation or shifting: c ae You must write these non-English characters in the left side of the Graffiti writing area. Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. The ShortCut symbol appears at the insertion point to show that you are in ShortCut mode. ShortCut Your handheld includes the predefined Graffiti ShortCuts shown in the following table.
Palm, Inc. Confidential Beaming data ■ An application installed in RAM memory ■ An application installed on an expansion card that is seated in the card slot You can also perform HotSync® operations using the IR port. See “Conducting IR HotSync operations” in Chapter 16 for more details. TIP To select a business card: 1. Create an Address Book record that contains the information you want on your business card. 2. Tap the Menu icon 3. Tap Record, and then tap Select Business Card. 4. Tap Yes.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4. Tap the Beam From pick list. 5. Select either Handheld or Card. 6. Tap the application you want to transfer. . Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. 7. Tap Beam. 8.
Palm, Inc. Confidential Sending data Sending data In addition to beaming data, you can also use SMS or Bluetooth communication to send information to and receive information from other devices.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld 4. If the Send With dialog box appears, select Bluetooth, and then tap OK. The Discovery Results screen appears and displays a list of Bluetooth-enabled devices that are within range. 5. Select the device(s) to which you want to send the record or category, and then tap OK. If the device to which you want to send the data does not appear on the Discovery Results list, tap Find More. 6.
Palm, Inc. Confidential Sending data The Discovery Results screen appears and displays a list of Bluetooth-enabled devices that are within range. 8. Select the device(s) to which you want to send the application or category, and then tap OK. If the device to which you want to send the application does not appear on the Discovery Results list, tap Find More. 9. Wait for the Send Status dialog box to indicate that the transfer is complete before you continue working on your handheld.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld If the recipient receives the information on a Palm OS handheld, they can transfer the information directly to the appropriate application. If the recipient receives the information on another device, the data appears as text. To send a record or category of records with SMS communication: 1. Locate the record or category you want to send. 2. Tap the Menu icon 3. Tap one of the following on the Record menu: .
Palm, Inc. Confidential Using your computer keyboard 8. Enter the recipient’s GSM mobile phone number. You can also tap To to select from a list of recent recipients, or tap Lookup to select a number from your Address Book. TIP 9. Tap Send. 10. Wait for the Send Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To receive sent information: 1. Connect your handheld to your GSM mobile phone.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld Importing data from a Windows computer Palm Desktop software can import data in the following file formats: ■ Comma-delimited (.csv, .txt): Address Book and Memo Pad only ■ Tab-delimited (.tab, .tsv, .txt): Address Book and Memo Pad only ■ CSV (Lotus Organizer 2.x/97 Mapping): Address Book only ■ vCal (.vcs): Date Book only ■ vCard (.vcf): Address Book only ■ Date Book archive (.dba) ■ Address Book archive (.
Palm, Inc. Confidential Importing data See Palm Desktop online Help for more information on importing and exporting data. Using File Link The File Link feature enables you to import Address Book and Memo Pad information, such as a company phone list, to your handheld from a separate external file on your Windows computer. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.
Palm, Inc. Confidential Chapter 3 Entering Data on Your Handheld To import data from a Mac computer: 1. Open Palm Desktop software. 2. From the File menu, select Import. 3. Select the file you want to import. 4. Click Open. 5. If you want to change the order of the fields you’re importing, point to a field, wait for the cursor to change to a double arrow, and then drag the field to a new location. 6. If you do not want to import a field, click the arrow between the field names. 7.
Palm, Inc. Confidential CHAPTER 4 Working with Applications This chapter explains how to open and switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Opening applications You can use the Applications Launcher to open any application installed on your handheld or an expansion card.
Palm, Inc. Confidential Chapter 4 Working with Applications To open an application on your handheld: 1. Tap the Home icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all your applications. Other ways to open applications You can also open applications on your handheld in either of the following ways: ■ Press and hold Select on the navigator to open the Applications Launcher.
Palm, Inc. Confidential Switching between applications To open an application on an expansion card: ■ Select the icon of the application that you want to open. Switching between applications When working with any application, select the Home icon or press an application button on your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.
Palm, Inc. Confidential Chapter 4 Working with Applications Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications. By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Games, Main, and System.
Palm, Inc. Confidential Changing the Applications Launcher display To display applications by category: 1. Tap the Home icon . 2. Do one of the following: – Tap the Home icon repeatedly to cycle through all your categories. – Tap the pick list in the upper-right corner of the screen, and select the category you want to display.
Palm, Inc. Confidential Chapter 4 Working with Applications Copying applications to or from an expansion card You can copy applications from your handheld to an expansion card, or from an expansion card to your handheld. To copy an application to an expansion card: 1. Tap the Home icon . 2. Tap the Menu icon . 3. Select Copy on the App menu. 4. Tap the Copy From pick list and select Handheld. 5. Tap the Copy To pick list and select the card name.
Palm, Inc. Confidential Selecting copy settings 3. Select Copy on the App menu. 4. Tap the Copy From pick list and select the card name. 5. Tap the Copy To pick list and select Handheld. 6. Tap the application you want to copy. 7. Tap Copy. 8. Tap Done. You can also beam applications from expansion cards to your handheld. See “Beaming data” in Chapter 3 for details.
Palm, Inc. Confidential Chapter 4 Working with Applications NOTE The Sort By setting is in effect each time you use the copy feature. Each time you want to copy an application only, you must select the Copy Applications Only check box. Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the chapter that discusses that application.
Palm, Inc. Confidential Using menus To select a menu command with the stylus: 1. Open the menu bar for an application. 2. Tap the menu that contains the command you want to use. 3. Tap the command you want to use. After you open the menu bar, you can also press Right and Left on the navigator to select a menu, press Down on the navigator to select the command you want to use, and then press Select on the navigator to run the command.
Palm, Inc. Confidential Chapter 4 Working with Applications Command mode is active only for a short time, so you must tap an icon or write the command letter immediately to select the menu command. Choosing application preferences You can set options that affect an entire application in the application’s Preferences dialog box. To change preferences for an application: 1. Open an application. 2. Tap the Menu icon 3. Select Options, and then select Preferences. .
Palm, Inc. Confidential Performing common tasks Editing records After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your handheld is in Edit mode: ■ A blinking cursor ■ One or more dotted edit lines Blinking cursor Edit line NOTE In Note Pad you can write anywhere on the screen. Therefore, you will not see an edit line or blinking cursor unless the cursor is in the title line.
Palm, Inc. Confidential Chapter 4 Working with Applications The following commands may appear in an Edit menu: Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions you made using backspace. Cut Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.
Palm, Inc. Confidential Performing common tasks A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm™ Desktop software, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. (The archive option is not available in Note Pad and Voice Memo.) 4. Tap OK.
Palm, Inc. Confidential Chapter 4 Working with Applications Date Book, To Do List: If you want to save a copy of the purged records to an archive file on your desktop, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. Expense: Select the category you want to purge. All data in the selected category will be purged and there is no archive option. 4. Tap OK, or in Expense, tap Purge.
Palm, Inc. Confidential Performing common tasks 4. Tap the Category pick list to display the list of available categories. 5. Select the category for the record. 6. Tap OK. NOTE In Address Book, Note Pad, Voice Memo, and Memo Pad you can select the category name in the upper-right corner of the screen to assign the item to a different category. To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen.
Palm, Inc. Confidential Chapter 4 Working with Applications To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. Tap here 2. Select Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category.
Palm, Inc. Confidential Performing common tasks To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 2. Select Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records within two or more categories into one category by giving the categories the same name.
Palm, Inc. Confidential Chapter 4 Working with Applications Looking up Address Book records In Address Book you can use the Look Up line with the stylus or navigator to look up and quickly scroll to any of your Address Book entries. To look up an Address Book record with the stylus: 1. From the Address list screen, enter the first letter of the name you want to find. Look Up line The list scrolls to the first entry that begins with that letter.
Palm, Inc. Confidential Performing common tasks If there is only one possible match for a particular position, the highlight jumps to the next position. 4. Press Up or Down on the navigator to select the next letter of the name you want to find. The list then scrolls to the first entry that starts with those two letters. For example, selecting s scrolls to “Sands,” and selecting sm scrolls further to “Smith.
Palm, Inc. Confidential Chapter 4 Working with Applications As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld finishes the search. To continue the search after you tap Stop, tap Find More. 4. Tap the text that you want to review. Using Phone Lookup Phone Lookup displays the Address list screen. You can add to a record the information that appears in this list. To use Phone Lookup: 1.
Palm, Inc. Confidential Performing common tasks you have more than one name that begins with Wi, the Phone Lookup screen appears and highlights the first record that begins with Wi. ■ Drag to highlight the text, and then write the Phone Lookup Command stroke “/L.” Your handheld replaces the selected text and adds the name and its associated information.
Palm, Inc. Confidential Chapter 4 Working with Applications Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, To Do List, Note Pad, Voice Memo, Memo Pad, and Expense. NOTE You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in To Do List and Expense: 1. Open the application to display the list screen. 2. Tap Show. 3.
Palm, Inc. Confidential Performing common tasks 4. Do one of the following: Address Book: Note Pad: Tap the setting you want. Tap the Sort by pick list and select Alphabetic, Date, or Manual. Voice Memo: Tap the Sort by pick list and select Date, Alphabetic, Duration, or Manual. Memo Pad: 5. Tap the Sort by pick list and select Alphabetic or Manual. Tap OK. To sort the Note Pad, Voice Memo, or Memo list manually, tap and drag a note, voice memo, or memo to a new location in the list.
Palm, Inc. Confidential Chapter 4 Working with Applications To delete a note: 1. Tap the Note icon 2. Tap Delete. 3. Tap Yes. . Choosing fonts In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change the font style. Small font Large font Small bold font Large bold font To change the font style: 1. Open an application. 2. Tap the Menu icon 3.
Palm, Inc. Confidential Performing common tasks Receiving and alerts You can receive alerts on your handheld and in Palm Desktop software. Receiving alerts on your handheld When you use certain application settings, your handheld can alert you to any of the following: ■ An appointment set in Date Book ■ A note created in Note Pad ■ A voice memo created in Voice Memo ■ An alarm set in World Clock When an alert occurs, your handheld displays a reminder message.
Palm, Inc. Confidential Chapter 4 Working with Applications Receiving alerts from Palm Desktop software You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software. To enable an event alert from Palm Desktop software: 1. Double-click the Palm Desktop icon. 2. From the Tools menu, select Options, and then select Alarms. 3.
Palm, Inc. Confidential Installing and removing applications ■ Go to www.palm.com/support. Click the link for information about your handheld, and then find the information on compatibility of third-party applications. ■ Read the readme file for your handheld. After you install Palm Desktop software on your computer, open the Palm folder. The readme file is located in the Helpnote folder. To install add-on software on your handheld using a Windows computer: 1.
Palm, Inc. Confidential Chapter 4 Working with Applications 8. If you need to change the destination of the application you are installing, click Change Destination on the Install Tool window, and then use the arrows to move applications between your handheld and an expansion card. 9. Click OK to close the Change Destination window. 10. Click Done to 11. close the Install Tool window. Perform a HotSync operation to install the selected application(s).
Palm, Inc. Confidential Installing and removing applications 4. From the User pop-up menu, select the name that corresponds to your handheld. 5. Click Add To List. If the file you want to install is not listed in the dialog box, go to the folder to which you copied the file. Most handheld application files have the extension PRC, PDB, PQA, or SCP. 6. Select the application(s) you want to install. 7. Click Add File to add the selected application to the Install Handheld Files list.
Palm, Inc. Confidential Chapter 4 Working with Applications 8. If you need to change the destination of the application you are installing, click Change Destination in the Install Handheld Files window, and then use the arrows to move applications between your handheld and an expansion card. 9. Click OK to close the Change Destination window. 10. Close 11. the Install Handheld Files window. Perform a HotSync operation to install the selected application(s) on your handheld.
Palm, Inc. Confidential Installing and removing applications 5. Tap the application that you want to remove. 6. Tap Delete. 7. Tap Yes. 8. Tap Done. Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. This process removes only the application files. The data in your Users folder remains untouched. NOTE You may need to modify the steps shown here to accommodate the version of the operating system installed on your computer.
Palm, Inc. Confidential Chapter 4 Working with Applications To remove Palm Desktop software from a Mac computer: 72 1. Insert the Desktop Software CD-ROM in the CD-ROM drive on your computer. 2. Double-click the Desktop Software CD-ROM icon on your desktop. 3. Double-click the Palm Desktop Installer icon. 4. From the Easy Install screen, select Uninstall from the pop-up menu. 5. Select the software you want to remove. 6. Click Uninstall. 7.
Palm, Inc. Confidential CHAPTER 5 Using Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following: ■ Quickly look up or enter names, addresses, phone numbers, and other information. See “Finding information” in Chapter 4 for details. ■ Enter up to five phone numbers (home, work, mobile, fax, and so on) or e-mail addresses for each name.
Palm, Inc. Confidential Chapter 5 Using Address Book Creating an Address Book entry A record in Address Book is called an entry. You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then transfer the entries to your handheld with your next HotSync® operation. Palm Desktop software also has data import capabilities so that you can load database files into Address Book on your handheld.
Palm, Inc. Confidential Creating an Address Book entry letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Address Book. As you enter S, Sacramento appears, and as you continue entering a and n, San Francisco replaces Sacramento. As soon as the word you want appears, tap the next field to accept the word. 7. Tap the scroll arrows to move to the next page of information. 8. After you finish entering information, tap Done.
Palm, Inc. Confidential Chapter 5 Using Address Book Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. You can also use the navigator to open an Address entry. See “Using the navigator” in Chapter 2 for instructions. TIP 2. Tap Edit. 3. Tap Details. 4.
Palm, Inc. Confidential Creating an Address Book entry To use Quick Connect from an Address entry: 1. Open the Address entry to which you want to connect. 2. Press Right on the navigator to open the Quick Connect dialog box. You can also tap the Quick Connect icon in the title bar of the Address record. TIP 3. Select the method you want to use to connect. Quick Connect initiates the related task.
Palm, Inc. Confidential Chapter 5 Using Address Book 2. (Optional) Tap the Number Prefix check box and enter a prefix. For example, to dial 1 before all phone numbers, select this check box and enter a “1” in this field. The prefix is not added to a number that begins with the “+” character. 3. Tap each of the pick lists and select the application you want to associate with that task. 4. Tap OK.
Palm, Inc. Confidential Creating an Address Book entry Using Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. The Record and Options menus differ depending on whether you’re displaying the Address list screen or the Address view screen.
Palm, Inc. Confidential Chapter 5 Using Address Book Options menus Address Edit view Address list Preferences Opens a dialog box where you can choose Address Book display options. Remember last category. Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you deselect it, Address Book displays the All category.
Palm, Inc. Confidential CHAPTER 6 Using Calculator Calculator enables you to perform basic calculations. Use Calculator to do the following: ■ Perform addition, subtraction, multiplication, division, and square root operations. ■ Store and retrieve values. ■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: 1. Tap the Home icon . 2. Tap the Calculator icon .
Palm, Inc. Confidential Chapter 6 Using Calculator Places the current number into memory. Each new number you enter with the M+ button is added to the total already stored in memory. The number that you add can be either a calculated value or any number you enter by pressing the number buttons. Pressing this button has no effect on the current calculation (or series of calculations); it merely places the value into memory until it is recalled.
Palm, Inc. Confidential Using Calculator menus Using Calculator menus The Calculator menu is shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Options menu About Calculator Shows version information for Calculator.
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Palm, Inc. Confidential CHAPTER 7 Using Card Info Card Info enables you to review general information about an expansion card. Use Card Info to do the following: ■ Review card contents. ■ Rename a card. ■ Format a card. Reviewing Card Information You can view the card name, type, available storage space, and a summary of its contents. To review Card Information: 1. Tap the Home icon . 2. Tap the Card Info icon 3. Review Card name, Type, and Size. 4.
Palm, Inc. Confidential Chapter 7 Using Card Info Renaming a card The expansion card name appears in the Category pick list and other lists that enable you to choose where to information on your handheld. You can assign a name to each expansion card that indicates its contents. To rename a card: 1. Tap the Home icon . 2. Tap the Card Info icon 3. Tap the Menu icon 4. Select Rename Card from the Card menu. 5. Enter the new name for the card. 6. Tap Rename. . .
Palm, Inc. Confidential Managing expansion cards Managing expansion cards ■ When writing data to an expansion card, wait for your handheld to complete the operation before removing the card from the slot. This prevents data corruption or accidental damage to the expansion card. ■ You can install applications to an expansion card after performing an initial HotSync® operation. See “Installing add-on applications” in Chapter 4 for information.
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Palm, Inc. Confidential CHAPTER 8 Using Date Book Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. Use Date Book to do the following: ■ Enter a description of your appointment, and assign it to a specific time and date. ■ Display a chart of your appointments for an entire week. The Week View makes it easy to spot available times and potential scheduling overlaps or conflicts.
Palm, Inc. Confidential Chapter 8 Using Date Book Scheduling an event A record in Date Book is called an event. An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.
Palm, Inc. Confidential Scheduling an event TIP You can also use the Graffiti® writing area to open the Set Time dialog box. Make sure that no event is selected, and then on the number side of the Graffiti® writing area, write a number for the start time of the event. 4. Do one of the following: – Tap the time columns on the right side of the Set Time dialog box to set the start time, and then tap the End Time box and tap the time columns to set the end time.
Palm, Inc. Confidential Chapter 8 Using Date Book – Press Up or Down on the navigator to scroll within the current day. – Tap Go To at the bottom of the screen to open the Go to Date dialog box. Select a date by tapping a year, month, and day in the calendar. Previous year Next year Tap to select a month Tap to select a day Tap to select current date 2. After you locate the date, follow the steps for scheduling an event for the current day. To schedule an untimed event: 1.
Palm, Inc. Confidential Selecting an event 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event. If you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event. Tap the time of the event in the Date Book screen, tap No Time, and then tap OK.
Palm, Inc. Confidential Chapter 8 Using Date Book Setting an alarm for an event The Alarm setting enables you to set an alarm for events in your Date Book. You can set an alarm to notify you minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days. When you set an alarm, the Alarm icon appears at the far right of the event.
Palm, Inc. Confidential Scheduling repeating or continuous events – Tap Go To to open Date Book. Date Book will open and display the event associated with the alarm. Alarm for untimed events: You can set a silent alarm for an untimed event. In this case the alarm is triggered at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. When the alarm is triggered, the reminder list displays the alarm message until you clear it.
Palm, Inc. Confidential Chapter 8 Using Date Book 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat box 4. Tap Day, Week, Month, or Year to set how often the event repeats. For a continuous event, tap Day. 5. On the Every line, enter a number that corresponds to how often you want the event to repeat For example, if you select Month and enter the number 2, the event repeats every other month. 6.
Palm, Inc. Confidential Changing the Date Book view 4. Do one of the following: – Tap Current to delete only the current event item. – Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. – Tap All to delete all occurrences of the repeating event. 5. Tap OK.
Palm, Inc. Confidential Chapter 8 Using Date Book Working in Week View Week View shows the calendar of your events for an entire week. You can use this view to quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule. To display the Week View: 1. Tap the Week View icon. Week View 2. Tap the navigation controls to move forward or backward a week at a time, or tap on a column to display details of an event.
Palm, Inc. Confidential Changing the Date Book view ■ Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event. ■ Press Right and Left on the navigator to scroll to the next or previous week. ■ Press Select on the navigator to insert the highlight, and then press Right and Left to select a day within the selected week. To view the events on the selected day, press Select on the navigator again.
Palm, Inc. Confidential Chapter 8 Using Date Book Working in Agenda View The Agenda View shows you your untimed events, appointments, and To Do items in one screen. When you tap on an untimed event or appointment in the Agenda View, the Day View appears so that you can see more detailed information about the event. You can tap the check box next to a To Do item to mark it as completed. When you tap a To Do item, your To Do list appears.
Palm, Inc. Confidential Spotting event conflicts Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The first event created appears as a gray bar, and any subsequent conflicting events appear as a single red bar.
Palm, Inc. Confidential Chapter 8 Using Date Book Options menu Display Options Opens the Display Options dialog box where you can change the appearance of Date Book’s Day View and control which type of events appear in Month View. 102 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 appear.
Palm, Inc. Confidential Using Date Book menus Preferences Opens the Preferences dialog box where you can customize Date Book’s default time display and alarm settings. Start/End Time Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Alarm Preset Automatically sets an alarm for each new event.
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Palm, Inc. Confidential CHAPTER 9 Using Expense Expense enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. ■ Assign expense items to categories so that you can organize and view them in logical groups. ■ Keep track of vendors (companies) and people involved with each expense.
Palm, Inc. Confidential Chapter 9 Using Expense Adding expense items A record in Expense is called an item. You can sort your Expense items into categories or add other information that you want to associate with the item. To add an expense item: 1. Tap New. Cursor of new item Tap New You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen. The first number you write begins the amount of your new Expense item. TIP 2.
Palm, Inc. Confidential Adding expense items Changing the date of an Expense item Initially, Expense items appear with the date on which you enter them. You can change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. Tap date 3. Tap the new date. Entering receipt details Expense provides a variety of options that you can associate with an item.
Palm, Inc. Confidential Chapter 9 Using Expense 4. Payment Enables you to choose the payment method for the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate company-paid cell of your printed expense report. Currency Enables you to choose the type of currency used to pay the Expense item. The default currency unit is defined in the Preferences dialog box.
Palm, Inc. Confidential Customizing the Currency pick list Changing the default currency You can select which currency appears by default when you’re entering Expense items. You can override this setting when entering individual expense items. To change your default currency: 1. Open Expense. 2. Tap the Menu icon 3. Select Options, and then select Preferences. 4. Tap the Default Currency pick list. 5. Tap the currency symbol you want to appear in Expense. 6. Tap OK. .
Palm, Inc. Confidential Chapter 9 Using Expense 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. NOTE If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.
Palm, Inc. Confidential Working with Expense data on your computer Working with Expense data on your computer After you enter your expenses into the Expense application on your handheld and perform a HotSync operation, Palm Desktop software enables you to do any of the following on your Windows computer. See the Palm Desktop software online help for details. This feature is not available on Mac computers. ■ Add, modify, and delete your Expense data.
Palm, Inc. Confidential Chapter 9 Using Expense Using Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. Record menu Options menu Preferences Opens the Preferences dialog box where you can select automatic fill and default currency options.
Palm, Inc. Confidential CHAPTER 10 Using Memo Pad Memo Pad provides you with a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. The number of memos you can store depends only on the memory available on your handheld. Use Memo Pad to do the following: ■ Use Graffiti® characters to store memos, lists, or any other text message on your handheld.
Palm, Inc. Confidential Chapter 10 Using Memo Pad To create a new memo: 1. Open Memo Pad. 2. Tap New. Tap New In the Memo list screen, you can also begin writing in the Graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo. TIP 3. Enter the text you want to appear in the memo. Use the carriage return stroke to move down to new lines in the memo. 4. Tap Done. Reviewing memos The first line of a memo appears in the Memo list.
Palm, Inc. Confidential Using Memo Pad menus Using Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo.
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Palm, Inc. Confidential CHAPTER 11 Using Note Pad Note Pad provides a place to take notes in your own handwriting. You can use Note Pad to do everything you might do with a piece of paper and a pencil. Use Note Pad to do the following: ■ Take notes, draw a sketch, or write any kind of message directly on your handheld screen. Later, you can enter this information into other applications. ■ Set an alarm to use your notes as reminder messages.
Palm, Inc. Confidential Chapter 11 Using Note Pad Creating a note A record in Note Pad is called a note. You can assign notes to categories and mark them private as described in Chapter 4. This section covers how to create a note. To create a new note: 1. Tap New. Enter title here Write information here Pen selector Eraser 2. Write the information directly on the handheld screen. Tap the pen selector to select a different pen width, or select the eraser to remove unwanted strokes. 3.
Palm, Inc. Confidential Changing Note Pad color settings To review a note: 1. In the Note Pad list, select the note title. You can also select, review, and move between notes with the navigator. See “Using the navigator” in Chapter 2 for details. TIP Tap arrows to scroll to next and previous notes Select a note to view 2. Review or edit the contents of the note. 3. Tap Done.
Palm, Inc. Confidential Chapter 11 Using Note Pad Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow up on a note. To set an alarm for a note: 1. Tap the note to which you want to assign an alarm. 2. Tap the Menu icon 3. Select Options, and then select Alarm. 4. Tap the Date box. . Tap here to select year Tap here to select month Tap here to select date 5. Tap the year, month, and date you want the alarm to sound.
Palm, Inc. Confidential Using Note Pad menus five minutes. When the reminder message reappears, the current time appears in the Reminder bar and the note title appears on the screen. – If you did not title the note, the time the note was created appears on the screen. – Tap Go To to open Note Pad. Note Pad will open and display the note associated with the alarm.
Palm, Inc. Confidential Chapter 11 Using Note Pad Options menus Note Pad list 122 Note screen Preferences Displays the Note Pad Preferences dialog box, where you define the pen and paper color, the sort order for notes, and the alarm sound. Details Displays the Note Details dialog box, where you assign a category and privacy option for a note. About Note Pad Shows version information for Note Pad.
Palm, Inc. Confidential CHAPTER 12 Using Phone Link Phone Link helps you configure a connection between your handheld and a compatible mobile phone. You can connect to a compatible mobile phone using any of the following methods: ■ A wireless link that enables you to connect to a Bluetooth-enabled mobile phone that is within 10 meters (approximately 30 feet) of your handheld. See “Bluetooth Preferences” in Chapter 17 for additional information on Bluetooth technology.
Palm, Inc. Confidential Chapter 12 Using Phone Link ■ Exchange SMS messages: Use a GSM mobile phone carrier service to send and receive short text messages. To use this feature you must install the SMS message application from the Software Essentials CD-ROM. Refer to the SMS Handbook for information on using this application. ■ Use the Quick Connect and Tap-to-Connect features with a GSM mobile phone to dial directly from your Address Book.
Palm, Inc. Confidential Setting up a phone connection 4. Tap the Phone Connection box. The Connection Setup screen appears. 5. Tap the Manufacturer pick list and select your phone’s manufacturer. 6. Tap the Model pick list and select your phone model. If your phone model does not appear on the list, you either need to download and install a driver for your phone (see “Updating the phone files on your handheld” later in this chapter) or your phone is not supported at this time. 7. Tap Next. 8.
Palm, Inc. Confidential Chapter 12 Using Phone Link To configure Bluetooth settings for your phone connection: 1. Place your phone into the mode where it can accept Bluetooth pairing from another device. See the documentation that came with your phone for details. 2. Wait for your handheld to discover your phone. When your handheld discovers a Bluetooth phone, it displays a screen similar to the screen that follows. 3. Select your phone from the list.
Palm, Inc. Confidential Setting up a phone connection 9. When the Confirmation dialog box appears, tap Yes. If you tap No in the Confirmation dialog box, the link between your phone and handheld will not work. IMPORTANT 10. Tap Done. The Network Service dialog box appears. 11. Tap Yes, and then follow the instructions in the next section to set up network services for your phone.
Palm, Inc. Confidential Chapter 12 Using Phone Link To configure a GPRS high-speed wireless data service connection for your phone: 1. After completing step 11 in the preceding procedure, tap Next on the Network Service Setup screen. If you do not see the Network Service Setup screen, tap the Home icon the Phone Link icon , and then tap the Network Service box. , select 2. Tap Yes when asked if you subscribe to a high-speed data service. 3. Tap Next. 4. Tap the Select the area...
Palm, Inc. Confidential Setting up a phone connection 6. Tap Next. 7. Tap Done. To configure a dial-up connection: 1. After completing step 11 of the “To configure Bluetooth settings for your phone connection:” procedure, tap Next on the Network Service Setup screen. If you do not see the Network Service Setup screen, tap the Home icon the Phone Link icon , and then tap the Network Service box. 2. Tap No when asked if you subscribe to a high-speed data service. 3. Tap Next.
Palm, Inc. Confidential Chapter 12 Using Phone Link 5. Tap the Phone # field and enter the phone number you use to connect to your ISP. 6. Tap the Username field and enter the name you use when you log into your ISP account. 7. Tap the Password box and enter the password for your ISP account. 8. Tap Next. 9. Tap Done. Updating the phone files on your handheld The Phone Link Updater application on your computer guides you through the process of updating the telephony files on your handheld.
Palm, Inc. Confidential Using phone connections 3. Follow the instructions on the screen and click Next and Back to navigate between the screens as you do the following: a. Download phone driver updates from the Internet. b. Select your phone’s manufacturer and model. If your phone is not listed, you cannot create a connection to your phone at this time; try running Phone Link Updater again at a later date to see if a new driver is available. 4. c. Select the region where you are located. d.
Palm, Inc. Confidential Chapter 12 Using Phone Link To make an infrared connection: 1. Turn on your handheld and your mobile phone. 2. Activate the infrared port on your phone. 3. Align the infrared port on your handheld with the infrared port on your phone. 4. Launch the application that requires the phone connection. For example, to access the Internet, launch a web browser application. To make a cable connection: 1. Connect the cable to your handheld and mobile phone. 2.
Palm, Inc. Confidential CHAPTER 13 Using To Do List To Do List is a convenient place to create reminders and prioritize the things you need to do. Use To Do List for the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do List items. ■ Assign To Do List items to categories so that you can organize and view them in logical groups.
Palm, Inc. Confidential Chapter 13 Using To Do List Creating list items A To Do List item is a reminder of a task that you must complete. A record in To Do List is called an item. To create a To Do List item: 1. Tap New. New To Do item Tap New 2. Enter the text of the To Do List item. The text can be longer than one line. 3. Tap anywhere onscreen to deselect the To Do List item. TIP If no To Do List item is currently selected, writing in the Graffiti® writing area automatically creates a new item.
Palm, Inc. Confidential Checking off a To Do List item To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. Tap here Select priority 2. Select the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it. You can set the To Do List to record the date that you complete the To Do item, and you can show or hide completed items.
Palm, Inc. Confidential Chapter 13 Using To Do List Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. TIP You can also select an item with the navigator. See “Using the navigator” in Chapter 2 for details. 2. Tap Details. Setting a due date You can associate a due date with any To Do List item.
Palm, Inc. Confidential Changing To Do List item details 3. Tap OK. 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 the To Do List to open the pick list shown in step 2. TIP Setting To Do Preferences The To Do Preferences dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view. To change the Preferences settings: 1. In To Do List, tap Show. 2.
Palm, Inc. Confidential Chapter 13 Using To Do List 3. Show Priorities Shows the priority setting for each item. Show Categories Shows the category for each item. Tap OK. Using To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands.
Palm, Inc. Confidential CHAPTER 14 Using Voice Memo Voice Memo provides a place for you to record your thoughts while you’re on the go. You can use Voice Memo to do things you might do with a voice recorder, and more: ■ Record and play back voice memos directly on your handheld. ■ Set an alarm to use your voice memos as reminder messages. ■ Assign your voice memos to categories so that you can organize and view them in logical groups.
Palm, Inc. Confidential Chapter 14 Using Voice Memo Creating a voice memo To record a voice memo, you can use the Voice Memo application button or the onscreen controls. To pause and resume while recording a voice memo, you must use the onscreen controls. After you finish recording a voice memo, you cannot add to or change the content, but you can assign the voice memo to a category or change the voice memo title.
Palm, Inc. Confidential Creating a voice memo 5. (Optional) Tap the category pick list in the upper-right corner and select the category where you want to store the voice memo. TIP To automatically store voice memos on an expansion card, see “Storing voice memos on an expansion card” later in this chapter. Enter title here Tap to create another voice memo 6. Tap Done. Pausing and resuming a voice memo recording To pause and resume while recording a voice memo, you must use the onscreen controls.
Palm, Inc. Confidential Chapter 14 Using Voice Memo 5. Tap Pause to stop recording. A tone sounds to indicate that recording has paused. NOTE If you use other applications on your handheld while pausing the recording, press (and release) the Voice Memo application button resume recording later. to Recording status Stop 6. Tap Record. A tone sounds to indicate that recording has restarted. 7. Tap Stop. A tone sounds to indicate that recording has stopped. 8.
Palm, Inc. Confidential Listening to voice memos To automatically store voice memos on an expansion card: 1. From the Voice Memo list, tap the Menu icon . 2. Select Options, and then select Preferences. 3. Select the check box Record automatically to expansion card, if present. 4. Tap OK. Listening to voice memos The Voice Memo list displays the title, creation date, and duration of each voice memo.
Palm, Inc. Confidential Chapter 14 Using Voice Memo TIP You can also press Right or Left on the navigator to listen to the next or previous voice memo. 3. Tap Done. To adjust the volume: 1. In the V Memo screen, tap the Speaker icon . 2. Drag the slider or press Up or Down on the navigator to adjust the volume. 3. Tap Done. When a voice memo is playing, you can also press Up on the navigator to increase the volume or press Down to decrease the volume. TIP To play a portion of a voice memo: 1.
Palm, Inc. Confidential Setting an alarm for a voice memo 4. Tap the Date box. Tap here to select year Tap here to select month Tap here to select date 5. Tap the year, month, and date you want the alarm to sound. After you tap the date, the Set Alarm dialog box reappears. 6. Tap the Time box. 7. Tap the hour and minute columns to select the time you want the alarm to occur. Tap here to select hour Tap here to select minutes 8.
Palm, Inc. Confidential Chapter 14 Using Voice Memo – Tap Go To to open Voice Memo. Voice Memo opens and displays the voice memo associated with the alarm. Wait a moment for the voice memo to begin playback, or tap Play. Using Voice Memo menus Voice Memo menus are shown here for your reference, and Voice Memo features that are not explained elsewhere in this book are described here.
Palm, Inc. Confidential Using Voice Memo menus Options menus Voice Memo list V Memo screen Preferences Displays the Voice Memo Preferences dialog box, where you define the sort order for voice memos, the alarm sound, deletion confirmation setting, and whether to automatically store voice memos on an expansion card if one is present. Security Displays the Change Security dialog box, where you set a privacy option for all voice memos.
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Palm, Inc. Confidential CHAPTER 15 Using World Clock World Clock enables you to view the current time and date in multiple locations and to set an alarm. Use World Clock to do the following: ■ View the current time and date in three locations. ■ Open a preferences screen where you can set the time and date for all the applications on your handheld. ■ Set an alarm. ■ Set Daylight Saving options. To open World Clock: 1. Tap the Home icon . 2. Select the World Clock icon .
Palm, Inc. Confidential Chapter 15 Using World Clock Viewing the time There are several ways for you to easily check the current time and date. To view the time: Do one of the following: ■ When your handheld is on, tap the Clock icon Graffiti writing area. in the upper-left corner of the Your handheld displays the time for two seconds and then returns to the previous application. ■ When your handheld is off, press Select on the navigator.
Palm, Inc. Confidential Setting the primary location 2. Tap the location you want to use as the primary location. The location you select is typically a large city in the same time zone as the one where you live. If an appropriate choice does not appear in the list, see “Adding a location” later in this chapter to create a new location. 3. Tap OK. To set the date: 1. Tap Set Date & Time. 2. Tap the Set Date box. 3. Tap the arrows to select the current year.
Palm, Inc. Confidential Chapter 15 Using World Clock 3. Tap the up or down arrows to change the hour. 4. Tap each number of the minute, and then tap the arrows to change the minutes. 5. Tap OK. 6. Tap Done. Choosing a different primary location If you travel to another location and you want alerts to appear based on local time, you need to change the primary location to update the system time.
Palm, Inc. Confidential Adding a location To select the secondary locations: 1. Tap the pick list next to the secondary location. Secondary location pick list 2. Tap the location you want to use as the new secondary location. If an appropriate location does not appear in the list, see “Adding a location” later in this chapter to create a new location. Adding a location If an appropriate location does not appear in the Location pick list, you can add a new location to the list.
Palm, Inc. Confidential Chapter 15 Using World Clock 8. Tap OK. 9. Tap Done. To set Daylight Saving options: 1. From the Edit Location dialog box, tap the This location observes Daylight Saving Time check box to select it. 2. Tap the Start box. 3. Tap the month when daylight saving begins. 4. Tap the Week pick list. 5. Select the week when daylight saving begins within the selected month. 6. Tap the Day pick list. 7.
Palm, Inc. Confidential Removing a location 6. Tap OK. 7. Tap Done. Removing a location If you no longer need a location that appears on the Location list, you can remove it. However, you cannot remove a location that is currently assigned to the primary location. To remove a location: 1. Tap a Location pick list. 2. Select Edit List. 3. Select the location you want to remove. 4. Tap Remove. 5. Tap OK to confirm the deletion. 6. Tap Done.
Palm, Inc. Confidential Chapter 15 Using World Clock the pending alarm, and the reminder message appears again in five minutes. When the reminder message reappears, the current time appears in the Reminder bar and the alarm time appears on the screen. 5. Tap Go To to open World Clock. Using World Clock menus World Clock menus are shown here for your reference, and World Clock features that are not explained elsewhere in this book are described here.
Palm, Inc. Confidential CHAPTER 16 Performing HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm OS® handhelds and Palm™ Desktop software or another personal information manager (PIM) such as Microsoft Outlook. To synchronize data, you must connect your handheld and your computer either directly or indirectly.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations Available only when the Palm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software. Manual Monitors requests only when you select HotSync Manager from the Start menu. If you’re not sure which option to use, keep the default setting: Always available. 4.
Palm, Inc. Confidential Selecting HotSync setup options To set the HotSync options on a Mac computer: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab, and select any of the following options. HotSync Enabled/ Disabled Activates the transport monitor and prepares your Mac computer to synchronize with your handheld. By default, the transport monitor is enabled listen on USB and PalmConnect whenever you start your computer.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations If you are using the optional serial cradle/cable, click the Connection Settings tab and select the port where you attached the cradle/cable. . You can set both Modem and Printer port settings and prepare your computer to synchronize with your handheld using the HotSync cradle/cable or a modem. However, choosing both setups prevents you from using either port for other operations such as printing, faxing, or AppleTalk networking. 4.
Palm, Inc. Confidential Customizing HotSync application settings 5. Click Change. 6. For each application, click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 5. Click Conduit Settings. 6. For each application, click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, click Make Default.
Palm, Inc. Confidential Conducting cradle/cable HotSync operations If you are a system administrator preparing several handhelds for a group of users, you may want to create a user profile. See “Creating a user profile” later in this chapter before performing the following steps. You must perform your first HotSync operation with a local, direct connection or with infrared communication, rather than with a modem or network.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 3. Press the HotSync button on the cradle/cable. IMPORTANT The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name. The HotSync Progress dialog box appears, and synchronization begins. 4.
Palm, Inc. Confidential Conducting cradle/cable HotSync operations Performing a direct HotSync operation: Mac computers When you installed Palm Desktop software, you entered a user name. This user name is the connection between your handheld and your computer. The first time you perform a HotSync operation the Palm Desktop software does the following: ■ Adds a user name to your handheld. ■ Creates a folder for the user name in the Users folder inside the Palm folder.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations To perform a local HotSync operation on a Mac computer: 1. Place your handheld in the HotSync cradle/cable. 2. Make sure that HotSync Manager is enabled: Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab, and make sure the Enabled option is selected. 3. Press the HotSync button on the cradle/cable. The HotSync Progress dialog box appears, followed by the Select User dialog box. 4.
Palm, Inc. Confidential Conducting IR HotSync operations The HotSync Progress dialog box reappears, and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle/cable. Gently tilt your handheld forward in the cradle/cable, and then lift it up to remove it. Conducting IR HotSync operations You can use the infrared (IR) port on your handheld to perform HotSync operations.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations To configure HotSync Manager for infrared communication on a Windows computer: ■ Click the HotSync Manager icon that Infrared is selected. in the Windows system tray, and make sure – If you have an Infrared option on the HotSync Manager menu, and that option is selected, skip to “Performing an IR HotSync operation.” – If you do not have an Infrared option on the HotSync Manager menu, complete the following steps: a.
Palm, Inc. Confidential Conducting IR HotSync operations 4. Select the On check box next to IR port. 5. Close the HotSync Software Setup window. Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it’s easy to perform the actual operation. To perform an IR HotSync operation: 1. Tap the Home icon . 2. Select the HotSync icon 3. Tap Local. 4. Tap the pick list below the HotSync icon and select IR to a PC/Handheld. 5.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations Returning to cradle/cable HotSync operations It’s easy to return to using the cradle/cable for HotSync operations. If your cradle/cable is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication. Use the following instructions to return to Local USB cradle/cable HotSync operations only when necessary, such as when you have disconnected the cradle/cable from the USB port.
Palm, Inc. Confidential Conducting modem HotSync operations Conducting modem HotSync operations You can use a modem to synchronize your handheld when you are away from your computer. IMPORTANT You must perform the first HotSync operation by using a local, direct connection or infrared communication. After that, you can perform a modem HotSync operation. To perform a modem HotSync operation you need the following: ■ A modem connected to your computer.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 3. 4. Adjust the following options as needed. Serial Port Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows your handheld to synchronize with your computer at the fastest speed possible.
Palm, Inc. Confidential Conducting modem HotSync operations 5. Select the On check box for the modem connection you’re using, and then click Settings. 6. In the Settings dialog box, select Modem as the connection type, if it is not already selected. NOTE This step is not necessary for internal modems. 7. Adjust the following options as needed. Modem Identifies the type of modem connected to your computer.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 4. Tap the pick list below the icon and select a modem configuration. Select a modem configuration If you need to create a configuration, tap the Menu icon and then select Connection Setup on the Options menu. See “Connection Preferences” in Chapter 17 for more information. 5. Tap the Enter phone # field.
Palm, Inc. Confidential Conducting modem HotSync operations Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize data with a modem. To change the Conduit Setup for a modem HotSync operation: 1. Tap the Home icon . 2. Select the HotSync icon 3. Tap the Menu icon 4.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations Conducting Bluetooth HotSync operations If you have a Bluetooth-enabled computer running Windows 98/2000 or Mac OS X, version 10.1.2 or later with the Apple Bluetooth software, you can use Bluetooth technology to perform wireless HotSync operations. NOTE Go to the web site www.palm.com/support for additional information on compatibility with other versions of the Windows operating system.
Palm, Inc. Confidential Conducting Bluetooth HotSync operations 4. In the Serial port drop-down box, select the virtual serial port you chose or created in step 1. 5. Click OK. To prepare your Mac computer for a Bluetooth HotSync operation: 1. Double-click the HotSync Manager icon in the Palm folder. 2. In the HotSync Controls tab, select Enabled. 3. Click the Connection Settings tab, and select the On check box next to bluetoothpda-sync-port. 4. Close the HotSync Software Setup window.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 4. Select the HotSync icon . 5. Tap the pick list in the center of the screen and select the connection settings you just created. Performing a Bluetooth HotSync operation After you prepare your computer and your handheld, you are ready to perform a Bluetooth HotSync operation. To perform a Bluetooth HotSync operation: 1. Tap the Home icon . 2. Select the HotSync icon 3. Tap the HotSync icon in the center of the screen. .
Palm, Inc. Confidential Conducting network HotSync operations Connecting to your company’s dial-in server A network HotSync operation requires the following (consult your system administrator for assistance): ■ Your computer has TCP/IP support installed. ■ Both your company’s network system and its remote access server support TCP/IP. ■ You have a remote access account.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 5. Click OK. 6. Put your handheld in the cradle/cable, and perform a HotSync operation. The HotSync operation records network information about your computer on your handheld. With this information, your handheld can locate your computer when you perform a HotSync operation over the network. To prepare your handheld for a network HotSync operation: 1. Tap the Home icon . 2. Select the HotSync icon 3. Tap the Menu icon 4.
Palm, Inc. Confidential Using File Link 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu 11. icon . Select Conduit Setup on the Options menu. For instructions, see “Selecting the conduits for a modem HotSync operation” earlier in this chapter. Performing a network HotSync operation After you prepare your computer and your handheld and select your Conduit Setup options, you are ready to perform a network HotSync operation.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations With File Link you can import data stored in any of the following formats: ■ Comma-separated (*.csv) ■ Memo Pad archive (*.mpa) ■ Address Book archive (*.aba) ■ Text (*.txt) For information on how to set up a file link, see the Palm Desktop online Help. NOTE The File Link feature is not available in Palm Desktop software for Mac.
Palm, Inc. Confidential Creating a user profile 4. Click New. 5. Enter a unique name for the profile, and click OK. 6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop software. 7. Select the profile from the User list, and create the data for the profile (such as a company phone list, and so on). To create a user profile on a Mac computer: 1. Open Palm Desktop software. 2. From the User pop-up menu, select Edit Users. 3.
Palm, Inc. Confidential Chapter 16 Performing HotSync® Operations 4. Enter a unique name for the profile, and click OK. 5. Close the Users window. 6. From the User pop-up menu, select the new profile. 7. Create the data for the profile (such as a company phone list). 8. From the HotSync menu, select Conduit Settings. 9. Select the conduit settings for the profile. For details, see “Customizing HotSync application settings” earlier in this chapter.
Palm, Inc. Confidential Creating a user profile To use a profile for a first-time HotSync operation on a Mac computer: 1. Connect the new handheld to the HotSync cradle/cable. 2. Press the HotSync button 3. Select the profile you want to load on the handheld, and click OK to transfer all the profile data to the handheld. on the cradle/cable. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld.
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Palm, Inc. Confidential CHAPTER 17 Setting Preferences for Your Handheld Preferences enable you to customize the configuration options on your handheld. The options are grouped into four categories: General, Communication, Personal, and Other. Each category provides access to a list of relevant Preferences screens. Use Preferences to do the following: ■ ■ Access the General Preferences screens to customize any of the following settings: Date & Time Set the location, date, and time.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld ■ ■ Access the Personal Preferences screens to customize any of the following settings: Buttons Assign an application to the Favorites icon. Reassign various applications to the following: the application buttons on the front and side panels of your handheld, the HotSync® button on the cradle/cable, and the full-screen pen stroke command. Owner Enter your name, phone number, and other owner information to your handheld.
Palm, Inc. Confidential Setting General Preferences Date & Time Preferences The Date & Time Preferences screen enables you to choose a primary location and to set the date, time, and time zone for that location. You can also indicate whether this location observes daylight saving time and the dates daylight saving time starts and ends. All of these settings also appear as the primary location in the World Clock application and are used by all the applications on your handheld.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To set the time: 1. From the General Preferences screen, select Date & Time. 2. Tap the Set Time box. 3. Tap the up or down arrows to change the hour. 4. Tap each minute number, and then tap the arrows to change them. 5. Tap OK. 6. Tap Done. To set the time zone and daylight saving time: 1. From the General Preferences screen, select Date & Time. 2. Tap the Location pick list. 3. Select Edit List. 4.
Palm, Inc. Confidential Setting General Preferences Formats Preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld. For example, in the United Kingdom, time often is expressed using a 24-hour clock.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 5. Tap the Numbers pick list, and select formats for the decimal point and thousands separator. 6. Tap Done. Power Preferences The Power Preferences screen enables you to set power consumption options. You can control when your handheld turns on or automatically turns off, and whether to receive beamed information.
Palm, Inc. Confidential Setting General Preferences 3. Select Off to turn off your handheld when it is in the cradle/cable. 4. Tap Done. Beam Receive You can choose to turn off the Beam Receive feature. This prohibits anyone from beaming information to your handheld. It also results in a slight saving of battery power. By default, Beam Receive is enabled. To turn off the Beam Receive feature: 1. From the General Preferences screen, select Power. 2. Tap the Beam Receive pick list. 3.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld You can mask and hide private records with or without a password. Without a password, private records are hidden or masked until you set the Security Preferences to show them. With a password, you must enter the password to view the private entries. Assigning a password You can assign a password to protect your private records and to lock your handheld. To assign a password: 1. From the General Preferences screen, select Security.
Palm, Inc. Confidential Setting General Preferences 3. Enter the current password. Tap here 4. Tap OK. 5. Do one of the following: – To change the password and hint, enter the new password and hint, and tap OK. – To remove the password, tap Unassign. 6. Tap Done. Locking your handheld You can lock your handheld so that it cannot be operated until your password is entered. In the event that your handheld is lost or stolen, this helps protect your data from unauthorized use.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To set your handheld to lock when you turn it off: 1. From the General Preferences screen, select Security. 2. Tap the Auto Lock Handheld box, and then enter your password. 3. Select On power off. 4. Tap OK. 5. Tap Done. To set your handheld to lock at a preset time: 196 1. From the General Preferences screen, select Security. 2. Tap the Auto Lock Handheld box, and then enter your password. 3.
Palm, Inc. Confidential Setting General Preferences To set your handheld to lock after a period of inactivity: 1. From the General Preferences screen, select Security. 2. Tap the Auto Lock Handheld box, and then enter your password. 3. Select After a preset delay. Tap to select Minutes or Hours Enter the amount of time 4. Enter the inactive period, and then select Minute(s) or Hour(s) from the pick list. 5. Tap OK. 6. Tap Done.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Recovering from a forgotten password If you forget your password, your handheld will display the password hint, if you entered one, to help you remember the password. If you are still unable to remember the password, you can delete it from your handheld. Deleting a forgotten password also deletes all entries and files marked as Private.
Palm, Inc. Confidential Setting General Preferences To hide all private records: 1. From the General Preferences screen, select Security. 2. Tap the Current Privacy pick list and select Hide Private Records. . Tap Hide Private Records 3. Tap OK to confirm that you want to hide private records. 4. Tap Done. To mask all private records: 1. From the General Preferences screen, select Security. 2. Tap the Current Privacy pick list and select Mask Private Records. Tap Mask Private Records 3.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Tap Show Private Records 3. Enter your password, and then tap OK. 4. Tap Done. To unmask individual records: 1. Select a masked record. If you do not have a password, a masked record becomes visible. If you have a password, the Show Private Records dialog box appears. Go to step 3. 2. Enter your password, and then tap OK. To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3.
Palm, Inc. Confidential Setting General Preferences To select a profile: 1. From the General Preferences screen, select Sound & Alerts. 2. Tap the Custom, Silent, or All Off profile box. TIP You can also press Right or Left on the navigator to select a profile box. Profile boxes 3. Tap Done. System Sound, Game Sound, and Alarm Sound settings Your handheld uses a variety of sounds.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 4. Tap the Game Sound pick list and select the sound level. 5. Tap the Alarm Sound pick list and select the sound level. 6. Tap Done. The Game Sound setting works only with games that are programmed to respond to this setting. Older games typically do not respond to this setting.
Palm, Inc. Confidential Setting Communication Preferences You can also select the Preferences category by pressing Left and Right on the navigator, and select a Preferences screen by pressing Up and Down on the navigator.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To turn on Bluetooth communication: 1. From the Communications Preferences screen, select Bluetooth. 2. Tap the Bluetooth pick list and select On. Bluetooth pick list 3. Tap Done. Assigning a Bluetooth device name The Bluetooth device name is similar to wearing a name tag. The name you assign to your handheld identifies you to other Bluetooth devices.
Palm, Inc. Confidential Setting Communication Preferences The discovery process is typically initiated by an application. For example, when you connect your handheld with a mobile phone using the Phone Link application, Phone Link discovers phones equipped with Bluetooth technology within range in order to connect with one of those phones. You can use the Discoverable and Bluetooth settings to achieve three discovery states on your handheld.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Allowing Wakeup When your handheld is off, the Allow Wakeup setting determines whether your handheld wakes up when you receive a connection request from another Bluetooth device that knows your device name. When this setting is enabled, you can receive requested information when your handheld is off, and then review it later. You can allow wakeup at any time, during specific hours of the day, or not at all.
Palm, Inc. Confidential Setting Communication Preferences 3. Select Scheduled. 4. Tap the hours box. Hours box 5. Tap the From box, select the start time, and then tap OK. 6. Tap the Until box, select the end time, and then tap OK. 7. Tap the Days boxes to select the days when you want the wakeup feature to be active. 8. Tap OK. 9. Tap Done. Adding trusted devices When you create a trusted pair, you enter an identical secret code on both devices. This secret code is called a passkey.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld The discovery process begins, and the discovery screens appear. Tap here 4. When the Discovery Results screen appears, select the device you want to add as a trusted device. If the device you want to add as a trusted device does not appear on the discovery results list, tap Find More. Tap device to add it as a trusted device Tap Find More to discover additional devices 5. Tap OK. 6.
Palm, Inc. Confidential Setting Communication Preferences To view details about a trusted device: 1. From the Communications Preferences screen, select Bluetooth. 2. Tap Trusted Devices. 3. Select the device you want to view. 4. Tap Details. 5. Tap Done to return to the Trusted Devices screen. 6. Tap Done again to return to the Bluetooth Preferences screen. 7. Tap Done again. To delete a trusted device: 1. From the Communications Preferences screen, select Bluetooth. 2.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 4. Tap Details. 5. Tap Delete Device. 6. Tap OK. 7. Tap Done to return to the Bluetooth Preferences screen. 8. Tap Done again. Enabling/disabling the user cache When you enable or disable the user cache you control whether or not your handheld retrieves the names of remote devices each time the discovery process takes place. By default, the user cache is enabled.
Palm, Inc. Confidential Setting Communication Preferences Making Bluetooth connections There are several ways you can make Bluetooth connections. The method you use determines the types of devices your handheld can discover. The following methods enable you to discover the types of Bluetooth devices that are within range: Access the Internet using the Palm Web Browser Pro and the Palm WAP Browser applications included on the Software Essentials CD-ROM.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld You can also create custom configurations, which include the following: Phone to Bluetooth: A connection between your handheld and a Bluetooth-enabled phone. LAN to Bluetooth: A connection between your handheld and a Bluetooth-enabled Local Area Network. PC to Bluetooth: A connection between your handheld and a Bluetooth-enabled computer or laptop.
Palm, Inc. Confidential Setting Communication Preferences Editing connections The following example shows you how to edit the IR to GSM Phone connection to adjust the communication speed; you can similarly edit other connections or settings or create a custom connection. You can use the IR to GSM Phone connection to perform a remote IR HotSync operation.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Creating Bluetooth connections You can use the Connection Preferences screen to create connections to the following types of Bluetooth-enabled devices: ■ GSM mobile phones (See “Connecting to non-GSM phones” later in this chapter for information on connecting to other mobile phones.
Palm, Inc. Confidential Setting Communication Preferences NOTE See the documentation included with the network access point device for information on how to prepare it to accept a Bluetooth connection. The documentation might refer to a Bluetooth connection as a Bluetooth pairing or a Bluetooth link. 7. Tap the Device box. The discovery process begins, and the discovery screen appears. 8. When the Discovery Results screen appears, select the device to which you want to connect.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To create a connection with a non-GSM phone: 1. From the Communications Preferences screen, select Connection. 2. Tap New. Tap here 3. Enter a name for the connection. 4. Tap the Connect to pick list and select Modem. 5. Tap the Via pick list and select Bluetooth. You must select Modem rather than Phone in the Connect to field to connect with a non-GSM phone 6. Prepare your phone to accept a Bluetooth connection.
Palm, Inc. Confidential Setting Communication Preferences 8. When the Discovery Results screen appears, select the phone with which you want to connect, and then tap OK. Tap here to select the phone with which you want to connect Tap Find More to discover additional phones 9. Create a trusted pair with the phone. See “Adding trusted devices” earlier in this chapter for details.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Creating and selecting network service profiles Use network service profiles to store the configuration settings for your ISP or a dial-in server. You can create, save, and reuse network service profiles. You can create additional network service profiles from scratch or by duplicating existing profiles and editing information. After you create a new or duplicate profile, you can add and edit settings.
Palm, Inc. Confidential Setting Communication Preferences Entering a user name The User Name setting identifies the name you use when you log into your ISP or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: 1. From the Communications Preferences screen, select Network. 2. Tap the User Name field. 3. Enter your user name. Enter your user name here NOTE Most dial-in servers do not accept spaces in the user name. 4.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 3. Enter the password you use to log into your server. . Enter password here Tap here 4. Tap OK. The word “Assigned” appears in the Password field. 5. Tap Done. Selecting a connection Use the Connection setting to select the method you want to use to connect to your ISP or to a dial-in server. See “Connection Preferences” earlier in this chapter for information about creating and configuring connection settings.
Palm, Inc. Confidential Setting Communication Preferences To enter your server phone number: 1. From the Communications Preferences screen, select Network. 2. Tap the Phone box. 3. Enter the phone number for your ISP or dial-in server. Enter your ISP phone number here 4. If you need to enter a prefix or to disable Call Waiting, skip to those procedures. Otherwise, tap OK. 5. Tap Done. Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1. From the Communications Preferences screen, select Network. 2. Tap the Phone box. 3. Tap the Disable call waiting check box to select it.
Palm, Inc. Confidential Setting Communication Preferences To use a calling card: 1. From the Communications Preferences screen, select Network. 2. Tap the Phone box. 3. Tap the Use calling card check box to select it. Select this box to use a calling card 4. Enter your calling card number here Enter your calling card number on the Use calling card line. NOTE The Phone Setup dialog box works correctly for AT&T and Sprint long- distance services.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To close a connection: 1. From the Communications Preferences screen, select Network. 2. Tap Disconnect to terminate the connection between your handheld and your service. 3. Tap Done. LAN access points A LAN access point enabled with Bluetooth technology provides an entry point into a local area network. You can log onto these networks from your handheld to access services such as e-mail and the Internet.
Palm, Inc. Confidential Setting Communication Preferences 3. Enter your User Name and Password for your ISP or network service. See “Entering a user name” and “Entering a password” earlier in this chapter for details. Enter the user name and password you use to connect with your ISP 4. Tap the Connection pick list and select a connection to a Bluetooth-enabled GSM phone, a high-speed wireless data network, or a LAN access points for which you have already created a trusted pair.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 2. Tap Script. 3. Tap End to expand the pick list, and then tap Send. Tap here to send INIT string 4. In the Send field, enter the INIT string provided by your wireless operator. Enter INIT string here 5. Tap OK. High-speed wireless data network services are not available in all locations. If you pass from an area with coverage into one without coverage, you will lose your network connection with no notice.
Palm, Inc. Confidential Setting Communication Preferences Adding detailed information to a network service profile If you are using one of the predefined network service profiles, you probably need to enter only your user name, password, and telephone number. If you are creating a new network service profile, you may need to provide additional information to your ISP or dial-in server. You use the Details dialog box to add more information to a selected network service profile.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Defining primary and secondary DNS The domain name system (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods. In the Details dialog box, you enter each section separately.
Palm, Inc. Confidential Setting Communication Preferences To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and to display a permanent IP address field below the check box. 2. Tap the space to the left of the first period, and then enter the first section of the IP address. Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To create a login script: 1. Tap Script. 2. Tap the End pick list. Tap here 3. 230 Select the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command.
Palm, Inc. Confidential Setting Communication Preferences Prompt Opens a dialog box and prompts you to enter certain text (for example, a password or a security code). End Identifies the last line in the login script. 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK. Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit network service profiles. TCP/IP application menus are shown here for your reference. See “Using menus” in Chapter 4 for more information about choosing menu commands.
Palm, Inc. Confidential Setting Personal Preferences information, however, the connection fails. If this occurs, try adding a DNS IP address. Ask your ISP or your system administrator for the correct primary and secondary DNS IP address. Phone Preferences The Phone Preferences setting enables you to configure your handheld to exchange SMS messages and dial phone numbers when your handheld is connected to a GSM mobile phone (sold separately).
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld You can also select the Preferences category by pressing Left and Right on the navigator, and select a Preferences screen by pressing Up and Down on the navigator. TIP Buttons Preferences The Buttons Preferences screen enables you to assign a frequently used application to the Favorite icon, and to associate various applications with the buttons on the front and side of the handheld.
Palm, Inc. Confidential Setting Personal Preferences Pen preferences The Buttons Preferences screen enables you to change the assignment of the fullscreen pen stroke. By default, the full-screen pen stroke activates Graffiti Help. Drag to top of screen To change the pen preferences: 1. From the Personal Preferences screen, select Buttons. 2. Tap More. 3.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld 4. Tap OK. 5. Tap Done. HotSync buttons preferences The Buttons Preferences screen also enables you to associate various applications with the HotSync button on the cradle/cable and the HotSync button on an optional modem accessory. Any changes that you make in the HotSync Buttons dialog box become effective immediately; you do not have to change to a different screen or application. To change the HotSync buttons preferences: 1.
Palm, Inc. Confidential Setting Personal Preferences If you use the Security application to turn off and lock your handheld with a password, information that you entered in the Owner Preferences appears the next time you turn on your handheld. See “Security Preferences” earlier in this chapter for additional information. To customize the Owner preferences: 1. From the Personal Preferences screen, select Owner. 2. Modify or enter the text that you want to associate with your handheld.
Palm, Inc. Confidential Chapter 17 Setting Preferences for Your Handheld To create a ShortCut: 1. From the Personal Preferences screen, select Shortcuts. 2. Tap New. 3. On the ShortCut name line, enter the letters you want to use to activate the ShortCut. Tap New 4. Tap the ShortCut Text area, and enter the text that you want to appear when you write the ShortCut characters. You may want to add a space character after the last word in your ShortCut text.
Palm, Inc. Confidential Setting Personal Preferences Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 1. From the Personal Preferences screen, select Shortcuts. 2. Select the ShortCut you want to delete. 3. Tap Delete. 4. Tap Yes. 5. Tap Done.
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Palm, Inc. Confidential APPENDIX A Maintaining Your Handheld This chapter provides information on the following: ■ Caring for your handheld ■ Prolonging battery life ■ Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Observe the following general tips when using your handheld: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
Palm, Inc. Confidential Appendix A Maintaining Your Handheld Prolonging battery life Note the following considerations for the battery in your handheld: ■ Under normal conditions your handheld battery should remain charged when you place it in the cradle/cable for just a few minutes each day. You can conserve battery life by doing any of the following: – Turn off or reduce the brightness of the backlight feature. See “Using the backlight” in Chapter 2 for more information.
Palm, Inc. Confidential Resetting your handheld Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again. All records and entries stored in your handheld are retained with a soft reset. After a soft reset, the Preferences screen appears and the Date and Time option is highlighted so you can reset the date and time if needed. To perform a soft reset: 1. Open your handheld. See “Opening and closing your handheld” in Chapter 2 for details. 2.
Palm, Inc. Confidential Appendix A Maintaining Your Handheld 4. Wait for the Palm Powered™ logo to appear; then release the power button. 5. When a message appears on the handheld screen warning that you are about to erase all the data stored on your handheld, do one of the following: – Press Up on the navigator to complete the hard reset and display the Digitizer screen. – Press any other button to perform a soft reset. NOTE With a hard reset, the current date and time are retained.
Palm, Inc. Confidential Resetting your handheld To restore your data from a Mac computer after a hard reset: 1. Double-click the HotSync Manager in the Palm folder. 2. From the HotSync menu, select Conduit Settings. 3. From the Users pop-up menu, select the appropriate user name. 4. Select an application from the list. 5. Click Conduit Settings. 6. Click Macintosh overwrites handheld for each conduit. Changing the HotSync setting from the default affects only the next HotSync operation.
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Palm, Inc. Confidential Appendix B Frequently Asked Questions Software installation problems Problem Solution The Palm Desktop Installer menu did not appear when I inserted the CD-ROM into my Windows computer. 1. From the Windows desktop, click Start. 2. Select Run. 3. Click Browse. 4. Locate your CD-ROM drive, and select the Autorun file. 5. Click Open. 6. Click OK. I cannot install Palm Desktop software on my Windows computer. Try the following: 1.
Palm, Inc. Confidential Operating problems Operating problems Problem Solution I don’t see anything on my handheld’s screen. Try each of these in turn: ■ Press an application button to ensure that your handheld is turned on. ■ Tap the Brightness icon in the upper-right corner of the Graffiti® writing area. If the Brightness dialog box appears, adjust the brightness by pressing and holding Up on the navigator for a few seconds.
Palm, Inc. Confidential Appendix B Frequently Asked Questions My handheld is not making any Check the System, Alarm, and Game Sound settings. sounds. See “Sounds & Alerts Preferences” in Chapter 17. My handheld’s indicator light is Check the Alarm indicator light setting. See “Alarm LED and not blinking when alarms Alarm Vibrate settings” in Chapter 17. occur. My handheld does not vibrate when alarms occur. Check the Alarm Vibrate setting. See “Alarm LED and Alarm Vibrate settings” in Chapter 17.
Palm, Inc. Confidential Application problems Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the Set Date box on the Date and Time Preferences screen displays the current date. See “Date & Time Preferences” in Chapter 17 for more information. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upper-right corner).
Palm, Inc. Confidential Appendix B Frequently Asked Questions My vCard or vCal e-mail attachment isn’t forwarding correctly (continued). 5. Click OK. 6. Start the e-mail client software and make sure it is configured as the default MAPI client. Consult the documentation for your desktop e-mail application for more information. The current date and time are incorrect. The current date and time are tied to the Location setting.
Palm, Inc. Confidential HotSync problems I cannot perform a HotSync On a Mac computer try these steps: operation. What should I check 1. Make sure HotSync Manager is enabled. If it is not, doubleto make sure I’m doing it click the HotSync Manager icon in the Palm folder and correctly (continued)? enable HotSync Manager on the HotSync Controls tab. 2. If you are using a USB cradle/cable, disconnect the cradle/ cable from your computer, and then reconnect the cradle/ cable and restart your computer. 3.
Palm, Inc. Confidential Appendix B Frequently Asked Questions I tried to do a local HotSync operation, but it did not complete successfully. ■ Make sure your handheld is seated in the cradle/cable correctly. ■ Check the connection between the HotSync cradle/cable and the USB or serial port on your computer. ■ Make sure the user name you selected in Palm Desktop software matches the user name assigned to your handheld. ■ Make sure the date on your computer matches the date on your handheld.
Palm, Inc. Confidential HotSync problems I tried to do a modem HotSync Check the following on your computer: operation, but it did not ■ Make sure your computer is turned on and that it does not complete successfully. shut down automatically as part of an energy-saving feature. ■ Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line. ■ Make sure the modem you are using with your handheld has an on-off switch.
Palm, Inc. Confidential Appendix B Frequently Asked Questions I tried to do a modem HotSync On a Mac computer, check the following: operation, but it did not ■ Make sure that Internal Modem is selected on the complete successfully Connection Settings tab in the HotSync Software Setup (continued). window. ■ You may need to select a different modem type or enter a custom setup string from the Connection Settings tab.
Palm, Inc. Confidential HotSync problems I can’t perform an IR HotSync operation. ■ On a computer running Windows 98, be sure that the HotSync Manager is running, that Infrared is selected on the HotSync Manager menu, and that the Serial Port for local operations is set to the simulated port for infrared communication. See “Conducting IR HotSync operations” in Chapter 16 for details. ■ On a computer running Windows 2000/ME/XP, select IR in the HotSync Manager.
Palm, Inc. Confidential Appendix B Frequently Asked Questions When I perform a HotSync operation, my information does not transfer to Palm Desktop software. My handheld displays the message “Waiting for sender” when it’s near my computer’s infrared port. I want to synchronize my computer with more than one handheld. I can’t perform a Bluetooth HotSync operation.
Palm, Inc. Confidential Beaming and sending problems I can’t perform a Bluetooth HotSync operation (continued). ■ Some computers have a dedicated virtual serial port number, such as COM5, and other computers enable you to choose a port number such as COM8 or COM12. Refer to the documentation that came with your computer for information on dedicated versus flexible virtual ports.
Palm, Inc. Confidential Appendix B Frequently Asked Questions Phone connection problems Problem Solution My passkey is rejected when I attempt to pair (or bond) my mobile phone with my handheld. ■ Some mobile phones require that you enter the passkey within a specific timeframe. Make sure you have a passkey in mind and that you enter it immediately when prompted. ■ If your passkey is rejected, your phone may have a preassigned passkey; see the documentation included with your phone for information.
Palm, Inc. Confidential Recharging problems My phone connection drops before I finish using it. ■ You need to increase the Idle timeout setting on the Network Preferences Details screen. See “Adding detailed information to a network service profile” in Chapter 17 for instructions. I get an error message when I try to dial a phone number using my handheld. ■ Make sure that the proper phone driver is installed on your handheld.
Palm, Inc. Confidential Appendix B Frequently Asked Questions Password problems Problem Solution I forgot the password, and my handheld is not locked. ■ I forgot the password, and my handheld is locked. 262 ■ First, use the password hint to try and remember the password. If this doesn’t help or if you do not have a password hint, you can use Security to delete the password, but your handheld deletes all entries marked as private.
Palm, Inc. Confidential Technical support Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, go to www.palm.com/support or send an e-mail to your regional technical support office. Before requesting support, please experiment a bit to reproduce and isolate the problem.
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Palm, Inc. Confidential Product Regulatory Information FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. NOTE This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
Palm, Inc. Confidential Product Regulatory Information MPE (Maximum Permissible Exposure) Statement RF Exposure Compliance: In order for this device to comply with FCC rules, under the provision of Part 15.247(b)(c), it must operate in a manner that ensures that the public is not exposed to radio frequency energy levels in excess of the Maximum Permissible Limits (MPE).
Palm, Inc. Confidential Product Regulatory Information 1. Before using this product, confirm that other wireless transmitters are not in use nearby. 2. In the unlikely event that there is electronic interference between this product and other wireless transmitters, quickly change the operating frequency of this product, change the location of operation, or stop operating the product (cease transmission of a signal). 3.
Palm, Inc. Confidential Product Regulatory Information Taiwan Statement Article 14: Unless approved, for any model accredited low power radio frequency electric machinery, any company, trader, or user shall not change the frequency, increase the power, or change the features and functions of the original design. Article 17: Any use of lower power radio frequency electric machinery shall not affect the aviation safety and interfere with legal communications.
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Palm, Inc. Confidential Index A ABA. See Address Book archive files Accented characters, Graffiti writing 28 Add-on applications 66–71 Address Book *If Found Call* entry 75 adding custom fields 80 archive files (.
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Palm, Inc. Confidential Index Contrast control.
Palm, Inc. Confidential Index Discovery and connection process 205 defined 204 enabling/disabling the user cache 210 DNS 228 Domain name system. See DNS Double-booked events 101 Dragging memos into other applications 113 stylus to activate features 235 using the stylus 17 E Editing records 51–52 E-mail addresses in Address Book 75 Entering data 21–40 importing from other applications 37–40 problems with 250 using Note Pad 40 using the computer keyboard 37 using the onscreen keyboard 21 Entries.
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Palm, Inc. Confidential Index K Keyboard computer 37 onscreen 17, 21, 235 portable 40 L LED 12, 202 Letters font style 64 Graffiti 22, 24 onscreen keyboard 21 Link.
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