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Palm IIIe Handbook - Country Default
Chapter 7
Page 157
Country default
The country default sets date, time, week start day, and number
conventions based on geographic regions where you might use your
organizer. For example, in the United Kingdom, time often is
expressed using a 24-hour clock. In the United States, time is
expressed using a 12-hour clock with an AM or PM suffix.
All your organizer applications use the Country default settings. You
can, however, customize your own preferences. See the “Time, date,
week start, and numbers formats” section later in this chapter.
To set the country default:
1. Tap the country name pick list.
2. Tap the setting you want to use.
Time, date, week start, and numbers formats
The Time setting defines the format for the time of day. The time
format that you select appears in all applications on your organizer.
To select the time, date, week start, and numbers format:
1. Tap the Time pick list and select a format.
2. Tap the Date pick list and select a format.
3. Tap the Week starts pick list, and select whether you want the first
day of the week to be Sunday or Monday.
Note:
This setting controls the Day, Week, and Month views in
Date Book and all other aspects of your organizer that
display a calendar.
4. Tap the Numbers pick list, and select formats for the decimal point
and thousands separator.
Summary of IIIe
Page 1
Handbook for the palm iiie™ organizer 22863.
Page 2
Page 2 handbook for the palm iiie™ organizer copyright © 2000 franklin covey co. Printed in the u.S.A. All rights reserved. Reproduction, adaptation, or translation of this document is prohibited without prior written permis- sion of franklin covey. What matters most, ascend and weekly compass are r...
Page 3: Contents
Contents page 3 contents about this book ......................................................................................9 important information for upgraders automatic or manual installation of what matters most™ applications...............................................10 chapter 1: introdu...
Page 4
Page 4 contents chapter 3: managing your applications .............................................43 using the applications launcher..................................................... 43 selecting applications...................................................................... 43 switching betw...
Page 5
Contents page 5 memo pad .......................................................................................100 calculator ........................................................................................102 expense.............................................................................
Page 6
Page 6 contents viewing preferences ......................................................................... 153 buttons preferences .......................................................................... 154 pen preferences ..........................................................................
Page 7
Contents page 7 password problems...........................................................................190 technical support ..............................................................................191 telephone support..........................................................................
Page 8
Page 8 contents.
Page 9: About This Book
About this book page 9 about this book welcome to the palm iiie™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your palm iiie organizer and the applications that come with it. It walks you t...
Page 10: What Matters Most
Page 10 important information for upgraders important information for upgraders if you are upgrading from ascend ® 97 or an earlier version of franklin planner tm software for windows ® to either franklin planner tm software 7.2 or to the franklin planner tm for microsoft ® outlook tm , there are a ...
Page 11: Chapter 1
Chapter 1 page 11 chapter 1 introduction to your palm iiie ™ organizer this chapter explains the physical buttons and controls on your palm iiie™ connected organizer, how to use your palm iiie organizer for the first time, and how to use hotsync ® technology to synchronize your palm iiie organizer a...
Page 12: System Requirements
Page 12 chapter 1 a word about franklin planner software franklin planner desktop software comes in two “flavors” — franklin planner tm software for windows ® (included in this package), and the franklin planner tm for microsoft ® outlook tm (sold separately). The instructions in this manual are des...
Page 13: Upgrade Information
Chapter 1 page 13 required for certain features ■ 9600 baud or faster modem (28,800 baud recommended) ■ internet smtp/pop3 or other mapi compliant messaging software (required to use e-mail) ■ web browsing software such as netscape or internet explorer ■ internet access ■ windows-compatible printer ...
Page 14: Palm Iiie Components
Page 14 chapter 1 palm iiie components locating front panel controls palm iiie organizer screen displays the applications and information stored in your palm iiie organizer. It is touch-sensitive and responds to the stylus. Graffiti ® writing area the area where you write letters and numbers using t...
Page 15
Chapter 1 page 15 using the backlight if you have difficulty seeing the information on your palm iiie organizer, you can use the backlight to illuminate your screen. To activate the backlight: ■ press the power button and hold it down for about two seconds. Release the button when the backlight turn...
Page 16
Page 16 chapter 1 protective flip cover the cover protects the palm iiie organizer screen when it is not in use and helps reduce glare while you use your palm iiie organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the hole...
Page 17
Chapter 1 page 17 locating back panel components stylus slides in and out of the slot in the back panel of the organizer. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. Ir port uses infrared technology to transmit data to and receive data from other palm computi...
Page 18: Installing The Batteries
Page 18 chapter 1 installing the batteries to use your palm iiie organizer, you must install two aaa alkaline batteries. The batteries fit behind the battery door on the back of the organizer. See “battery considerations” in appendix a for more information. To install the batteries: 1. Press the lat...
Page 19: Tapping and Typing
Chapter 1 page 19 tapping and typing tap with the stylus to get things done like using a mouse to click elements on a computer screen, using the stylus to tap elements on your organizer screen is the basic action that gets things done on your organizer. The first time you start your palm iiie organi...
Page 20
Page 20 chapter 1 elements of the organizer interface menu bar a set of commands that are specific to the application. Not all applications have a menu bar. Command buttons tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Icons tap t...
Page 21: Opening Applications
Chapter 1 page 21 opening applications you can use the applications launcher to open any application installed on your organizer. You can also open the four main applications — date book, address book, to do list (or task list if you have reassigned the button), and memo pad — with the application b...
Page 22: Using Menus
Page 22 chapter 1 to open an application: 1. Tap the applications icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your palm iiie organizer, tap the scroll bar to see all of your applications. Tip: to find an application quickly, you can wri...
Page 23
Chapter 1 page 23 in this example, three menus are available: record, edit, and options. The record menu is selected and contains the commands new memo, delete memo, and beam memo. Choosing a menu after you open the menu bar for an application, tap the menu that contains the command you want to use....
Page 24: Three Ways to Enter Data
Page 24 chapter 1 draw the command stroke anywhere in the graffiti area, and immediately write the corresponding command letter in the graffiti letter area. When you draw the command stroke, the word “command” appears just above the graffiti writing area to indicate that you are in command mode. For...
Page 25
Chapter 1 page 25 onscreen keyboard when you create or edit a record in an application such as address book, you can open the onscreen alphabetic and numeric keyboards to enter data. After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “...
Page 26
Page 26 chapter 1 your palm iiie organizer also includes giraffe, a game you can use to practice graffiti writing. See “installing and removing applications” in chapter 3 for installation instructions. The memo pad application is ideal for practicing graffiti writing. This section explains how to op...
Page 27
Chapter 1 page 27 using franklin planner software if you have new records you want to add to your palm iiie organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the franklin planner software. If you already have data in a database on your computer, y...
Page 28: Customizing Your Organizer
Page 28 chapter 1 customizing your organizer you can customize your organizer by using the preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your or...
Page 29: Connecting The Cradle
Chapter 1 page 29 to set the current time: 1. Tap the set time box. 2. Tap the up or down arrows to change the hour. 3. Tap each minute number, and then tap the arrows to change them. 4. Tap am or pm, then tap ok. Note: your organizer can also display time based on a 24-hour clock. See “formats pref...
Page 30
Page 30 chapter 1 franklin planner software using hotsync technology. To connect the cradle: 1. Turn off your computer and plug the cable from the palm iiie organizer cradle into the serial (com) port on your computer. Note: your palm iiie organizer requires a dedicated port. It cannot share a port ...
Page 31: Chapter 2
Chapter 2 page 31 chapter 2 entering data in your palm iiie ™ organizer this chapter explains how to enter data into your palm iiie™ organizer, by writing with the stylus in the graffiti ® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another...
Page 32
Page 32 chapter 2 ■ most characters require only a single stroke. When you lift the stylus from the graffiti writing area, your organizer recognizes and displays the text character immediately. To accomplish single strokes, some graffiti strokes are portions of the regular alphabet equivalents. ■ th...
Page 33: Graffiti Tips
Chapter 2 page 33 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your organizer recognizes your stroke immediately and...
Page 34: The Graffiti Alphabet
Page 34 chapter 2 the graffiti alphabet letter strokes letter strokes a n b o c p d q e r f s g t h u i v j w k x l y m z space back space carriage return period tap twice.
Page 35: Writing Capital Letters
Chapter 2 page 35 writing capital letters you make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the shift key on a keyboard — and then write the character strokes. Note: graffiti writing incl...
Page 36: Graffiti Numbers
Page 36 chapter 2 graffiti numbers writing punctuation marks graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the graffiti writing area. When you make this tap, you activate punctuation shift and a dot ap...
Page 37
Chapter 2 page 37 additional graffiti punctuation writing symbols and extended characters all symbols and extended characters begin with the stroke in the graffiti writing area of your organizer: when the symbol shift is active, a slanted shift symbol appears in the lower-right corner of the screen....
Page 38: Writing Accented Characters
Page 38 chapter 2 writing accented characters to create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.” a...
Page 39: Navigation Strokes
Chapter 2 page 39 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. Graffiti shortcuts graffiti shortcuts make entering commonly used words or phrases quick and easy. Shortcuts are s...
Page 40: Using The Onscreen Keyboard
Page 40 chapter 2 your organizer includes the following predefined graffiti shortcuts: using the onscreen keyboard you can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter graffiti characters while using the onscreen keyboard. To use ...
Page 41: Using Your Computer Keyboard
Chapter 2 page 41 4. After you finish, tap done to close the onscreen keyboard and place the text in the record. Using your computer keyboard if you have a lot of data to enter, or prefer to use the computer keyboard, you can use franklin planner software to enter information. You can then perform a...
Page 42
Page 42 chapter 2.
Page 43: Chapter 3
Chapter 3 page 43 chapter 3 managing your applications this chapter explains how to switch between applications on your palm iiie™ organizer, 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. Using...
Page 44
Page 44 chapter 3 to categorize an application: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap app, and then tap category. 4. Tap the pick list next to each application to select a category. Tip: to create a new category, tap edit categories from the pick list. Tap new, enter the categ...
Page 45: Choosing Preferences
Chapter 3 page 45 to change the applications launcher display: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap options, and then tap preferences. 4. Tap the view by pick list and select list. 5. Tap ok. To open the applications launcher to the last opened category: 1. Tap the applicatio...
Page 46
Page 46 chapter 3 installing and removing applications this section explains how to install and remove applications on your palm iiie organizer. Installing add-on applications your palm iiie organizer comes with the date book, address book, to do list, memo pad, expense, calculator, and mail applica...
Page 47: Installing Games
Chapter 3 page 47 3. In the user drop-down list, select the name that corresponds to your palm iiie organizer. 4. Click add. 5. Select the application(s) that you want to install on your organizer. 6. Click open. Note: review the list of applications you selected in the install tool dialog box. If y...
Page 48: Removing Applications
Page 48 chapter 3 preferences for the game. Removing applications in the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your organizer. You can remove only add-on applications, patches, and extensions that you install...
Page 49: Assigning A Password
Chapter 3 page 49 private entries. See “making records private” in chapter 4 for information on making records private. Assigning a password you can assign a password to protect your private records and to lock your organizer. To assign a password: 1. Tap the applications icon . 2. Tap the security ...
Page 50: Locking Your Organizer
Page 50 chapter 3 2. Tap ok. 3. Do one of the following: to change the password, enter the new password, and tap ok. To delete the password, tap delete. Locking your organizer you can also lock your organizer so that you need to enter your password to operate it. Important: if you lock your organize...
Page 51
Chapter 3 page 51 4. Tap off & lock. 5. To start your organizer, turn it on, and then enter the password. Recovering from a forgotten password if you did not activate the off & lock feature and you forget your password, you can delete the password from your organizer. Deleting a forgotten password a...
Page 52
Page 52 chapter 3.
Page 53: Chapter 4
Chapter 4 page 53 chapter 4 using your basic applications your palm iiie™ organizer includes these basic applications: ■ date book ■ address book ■ to do list ■ memo pad ■ calculator ■ expense this chapter is divided into three sections: ■ “overview of basic applications” briefly describes each appl...
Page 54
Page 54 chapter 4 ■ daily record of events . The daily record of events is a primary means of “capturing” information in the franklin covey time management system taught in the what matters most seminar. ■ values . The values application can help you identify, clarify, and prioritize your governing ...
Page 55: Date Book
Chapter 4 page 55 overview of basic applications date book date book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. The date book synchronizes with the appointment schedule in franklin planner software. In date book, you can do the followin...
Page 56: Address Book
Page 56 chapter 4 address book address book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. The address book synchronizes with the address and phone list in franklin planner software. In address book, you can do the following: ■ qu...
Page 57: To Do List
Chapter 4 page 57 to do list to do list is a convenient place to create reminders and prioritize the things that you have to do. The to do list does not synchronize with franklin planner software (see note below). In to do list, you can do the following: ■ make a quick and convenient list of things ...
Page 58: Memo Pad
Page 58 chapter 4 memo pad memo pad provides a place to take notes that are not associated with records in date book, address book, or to do list. The memo pad synchronizes with notes in franklin planner software. In memo pad, you can do the following: ■ take notes or write any kind of message on yo...
Page 59: Expense
Chapter 4 page 59 to open calculator: ■ tap the calculator icon next to the graffiti ® writing area. Expense expense lets you 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, amou...
Page 60: Creating Records
Page 60 chapter 4 event, address book entry, to do list item, franklin covey task list item, memo pad memo, or expense item. Creating records you can use the following procedure to create a new record in date book, address book, task list, to do list, memo pad, and expense. To create a record: 1. Se...
Page 61
Chapter 4 page 61 chapter 2. Edit menu the edit menu is available with any screen where you enter or edit text. In general, commands available in the edit menu apply to text that you select in an application. To select text in an application: 1. Tap the beginning of the text that you want to select....
Page 62: Deleting Records
Page 62 chapter 4 deleting records to delete a record in any of the basic applications: 1. Select the record you want to delete. 2. Tap the menu icon . 3. Tap record, and then tap the delete command: date book: delete event address book: delete address task list: delete item to do list: delete item ...
Page 63: Purging Records
Chapter 4 page 63 purging records over time, as you use date book, to do list, and expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the date book, and to do list items that you marked as completed rem...
Page 64
Page 64 chapter 4 technology synchronizes only the needed portions of files, thus reducing synchronization time. You can synchronize your data by connecting your organizer directly to your computer with the cradle or indirectly with a modem or network. See chapter 6 for information about performing ...
Page 65
Chapter 4 page 65 2. If the hotsync manager is not running, start it: from the windows taskbar, choose start, programs, franklin covey, palm connected organizer, hotsync manager. 3. Press the hotsync button on the cradle. Note: if you are using an optional hotsync cable instead of a cradle, click th...
Page 66: Categorizing Records
Page 66 chapter 4 categorizing records categorize records in the address book, task list, to do list, memo pad, and expense applications so that they are grouped logically and are easy to review. (you can also categorize applications. See “using the applications launcher” in chapter 3 for more infor...
Page 67
Chapter 4 page 67 default categories your organizer comes with two default categories: business and personal. In addition, the address book contains the quicklist category, which you can use as a quick reference of names, addresses, and phone numbers (such as emergency numbers, doctor, lawyer, etc.)...
Page 68
Page 68 chapter 4 to display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. 2. Select the category you want to view. The list screen now displays only the records assigned to that category. Tip: pressing an application button on the front panel of ...
Page 69
Chapter 4 page 69 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. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap edit categories. 3. Select the category that you want to re...
Page 70: Finding Records
Page 70 chapter 4 4. Enter the new name for the category, and then tap ok. 5. Tap ok. Tip: you can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the personal category to business, all records formerly in t...
Page 71
Chapter 4 page 71 to look up an address book record: 1. Display the address list screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those t...
Page 72
Page 72 chapter 4 as your organizer searches for the text, you can tap stop at any time. You may want to do this if the entry you want appears be- fore your organizer 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 l...
Page 73
Chapter 4 page 73 5. Tap add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone lookup tips write the graffiti command stroke “/l” to activate the phone lookup feature. You can also activate it in the following circums...
Page 74: Sorting Lists of Records
Page 74 chapter 4 4. Tap lookup. The attendees lookup screen displays all the names in your address book that have data in the company field. 5. Select the name you want to add, and then tap add. The name appears in the attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap done. 8. Tap...
Page 75: Making Records Private
Chapter 4 page 75 address book : memo pad : 4. Do one of the following: address book : tap the setting you want. Memo pad : tap the sort by pick list and select alphabetic or manual. 5. Tap ok. To sort the memo list manually, tap and drag a memo to a new location in the list. Making records private ...
Page 76
Page 76 chapter 4 4. Tap hide to confirm that you want to hide private records. To display private records: 1. Tap the applications icon . 2. Tap security. 3. Tap show. If you do not have a password, hidden records become visible. If you have a password, the show private records dialog box appears. ...
Page 77: Attaching Notes
Chapter 4 page 77 attaching notes in all basic applications except memo pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in date book, you can attach a note with directions to the location. To attach a note to a record: 1. ...
Page 78: Application-Specific Tasks
Page 78 chapter 4 to change the font style: 1. Open an application. 2. Tap the menu icon . 3. Tap options, and then tap font. 4. Tap the font style you want to use. 5. Tap ok. Application-specific tasks date book when you open date book, the screen shows the current date and a list of times for a no...
Page 79
Chapter 4 page 79 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 i...
Page 80
Page 80 chapter 4 tip: you can also open the set time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the graffiti writing area. 4. Tap the time columns on the right side of the set time dialog to set the start time. 5. Tap the end...
Page 81
Chapter 4 page 81 ■ tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the previous week or next week scroll arrows to move to another week. Tip: you can also use the scroll button on the front panel of your organizer to move forward or backward one day...
Page 82
Page 82 chapter 4 tip: you can also create a new untimed event by making sure no event is selected and then writing letters in the graffiti writing area. 4. Enter a description of the event. 5. Tap a blank area on the screen to deselect the untimed event. Note: if you create an event and decide late...
Page 83
Chapter 4 page 83 5. Tap ok. Setting an alarm for an event the alarm setting enables you to set an audible alarm for events in your date book. You can set an alarm to sound minutes, hours, or days before an event. The default alarm setting is 5 minutes before the time of the event, but you can chang...
Page 84
Page 84 chapter 4 scheduling repeating or continuous events the repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls o...
Page 85
Chapter 4 page 85 ■ if you change the start date of a repeating event, your organizer calculates the number of days you moved the event. Your organizer then automatically changes the end date to maintain the duration of the repeating event. ■ if you change the repeat interval (e.G., daily to weekly)...
Page 86
Page 86 chapter 4 to display the week view: 1. Tap the week view button. 2. Tap the navigation controls to move forward or backward a week at a time, or to display details of an event. Note: the week view also shows untimed events and events that are before and after the range of times shown. 3. Tap...
Page 87
Chapter 4 page 87 ■ tap any day or date that appears at the top of the week view to move directly to that day without selecting an event. ■ the week view shows the time span defined by the start time and end time in the date book preferences settings. If you have an event before or after this time s...
Page 88
Page 88 chapter 4 you can control the dots and lines that appear in the month view. See “options menu” later in this chapter. Tips for using month view : keep the following points in mind. ■ tap a day in the month view to display that day in the day view. ■ tap the scroll arrows in the upper-right c...
Page 89
Chapter 4 page 89 options menu display options allows you to change date book’s appearance and which events display. ■ show time bars. Activates the time bars that appear in the day view. The time bars show the duration of an event and illustrate event conflicts. ■ compress day view . Controls how t...
Page 90: Address Book
Page 90 chapter 4 address book address book is the application in which you store name and address information about people or businesses. Address book synchronizes with the address and phone list in franklin planner software. Creating an address book entry a record in address book is called an “ent...
Page 91
Chapter 4 page 91 franklin planner software also has data import capabilities that enable you to load certain types of database files into address book on your organizer. See “importing data” in chapter 2 for more information. To create a new address book entry: 1. Press the address book application...
Page 92
Page 92 chapter 4 8. After you finish entering information, tap done. Tip: to create an entry that always appears at the top of the address list, begin the last name or company field with a symbol, as in *if found call*. This entry can contain contact information in case you lose your organizer. Sel...
Page 93
Chapter 4 page 93 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. 2. Tap edit. 3. Tap details. 4. Select any of the...
Page 94
Page 94 chapter 4 options menus preferences ■ 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 clear it, address book displays the all category. Rename c...
Page 95: To Do List
Chapter 4 page 95 to do list a to do list item is a reminder of some task that you have to complete. A record in to do list is called an “item.” note : remember, to do list does not synchronize with franklin planner software. To synchronize with the daily task list in franklin planner software, use ...
Page 96
Page 96 chapter 4 automatically set to level 1, the highest (most important) level. If you select another item first, however, the item you create appears beneath the selected item and is given the same priority as the selected item. Note : using the franklin covey task list allows you to both prior...
Page 97
Chapter 4 page 97 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. 2. Tap details. Setting a due date you can associate a...
Page 98
Page 98 chapter 4 3. Tap ok. Tip: if you turn on the show due dates option in the to do show options dialog, you can tap directly on the due date in the to do list to open the pick list shown in step 2. To do show options the show options dialog box enables you to control the appearance of to do lis...
Page 99
Chapter 4 page 99 3. Tap ok. 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 1 for information about choosing menu commands. Record menu options menu record com...
Page 100: Memo Pad
Page 100 chapter 4 memo pad a memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your organizer. A record in memo pad is called a “memo.” memo pad synchronizes with notes in franklin planner software. To create a new memo: 1. Press...
Page 101
Chapter 4 page 101 to review a memo: 1. In the memo list, tap the text of the memo. 2. Review or edit the text in the memo. 3. Tap done. 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...
Page 102: Calculator
Page 102 chapter 4 calculator the calculator includes several buttons to help you perform calculations. Go to top of page moves to the top (first) line of the memo. Go to bottom of page moves to the bottom (last) line of the memo. Preferences displays the memo preferences dialog box, where you defin...
Page 103
Chapter 4 page 103 recent calculations the recent calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the menu icon . 2. Tap options, and then tap recent calculat...
Page 104: Expense
Page 104 chapter 4 expense expense enables you to record the date, expense type, and the amount that you spent. 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 create an expense item: 1. Ta...
Page 105
Chapter 4 page 105 tip: a quick way to create a new expense item is to make sure that no expense item is selected in the expense list, write the first letter(s) of the expense type, and then write the numerical amount of the expense item. This technique takes advantage of the automatic fill feature....
Page 106
Page 106 chapter 4 3. Select any of the following options: 4. Tap ok. Customizing the currency pick list you can select the currencies and symbols that appear in the currency pick list. To customize the currency pick list: 1. Tap the currency pick list in the receipt details dialog box, and then sel...
Page 107
Chapter 4 page 107 2. Tap each currency pick list and select the country whose currency you want to display on that line. 3. Tap ok to close the select currencies dialog box. 4. Tap ok. Defining a custom currency symbol if the currency you want to use is not in the list of countries, you can create ...
Page 108
Page 108 chapter 4 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 expens...
Page 109
Chapter 4 page 109 note: you need microsoft excel version 5.0 (or later) to view and print your expense data using one of the provided templates. Microsoft excel is not included with the palm iiie organizer package. The procedures in this section also assume that you have installed franklin planner ...
Page 110
Page 110 chapter 4 click create to display a microsoft excel spreadsheet contain- ing your expense data. Your data appears in microsoft excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner. Using expense report templates frankli...
Page 111
Chapter 4 page 111 if you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See appendix c for information on changing templates. To view your expense data using a microsoft excel template: 1. Display your ...
Page 112
Page 112 chapter 4 record menu options menu preferences ■ use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the graffiti writing area. For example, if you write the letter “t,” it enters the “taxi” expense type. Writing “t” and then “e” enters “tel...
Page 113: Chapter 5
Chapter 5 page 113 chapter 5 communicating using your organizer the previous chapter described the features of your palm iiie™ organizer that help you stay organized. This chapter describes the features that help you stay connected. ■ managing desktop e-mail : using your organizer, you can read, rep...
Page 114
Page 114 chapter 5 in mail, you can do the following: ■ view, delete, file, and reply to incoming mail. ■ create outgoing e-mail items and drafts of e-mail items. ■ create simple or complex filters, which allow you to decide the type of e-mail that your organizer retrieves from your desktop e-mail a...
Page 115
Chapter 5 page 115 to select hotsync options: 1. Click the hotsync icon in the windows system tray (bottom- right corner of the taskbar). 2. Choose custom. 3. Select mail in the list box. 4. Click change. 5. Click one of the following settings: tip: to turn off mail, select do nothing and then selec...
Page 116: Viewing E-Mail Items
Page 116 chapter 5 to change your mail setup options: 1. Click the hotsync icon in the windows system tray. 2. Choose custom. 3. Select mail in the list box. 4. Click change. 5. Modify your settings as needed. 6. Click ok. Synchronizing mail with your e-mail application after you enable and configur...
Page 117: Creating E-Mail Items
Chapter 5 page 117 to close an e-mail item: ■ tap done to close the e-mail item. Displaying full header information by default, mail displays abbreviated header information, which comprises only the from: and subj: fields. The full header provides complete information about the sender, receiver, and...
Page 118
Page 118 chapter 5 to create an e-mail item: 1. Tap new. Tip: you can also create an e-mail item by tapping new from the message menu. 2. Enter the e-mail address of the recipient. Note: enter the address as if you were entering it from your desktop e-mail application. For example, network users sen...
Page 119
Chapter 5 page 119 tip: if the address, cc, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “to:”) to expand that field. Tap the done button to return to the new message screen. To reply to an e-mail item: 1. Tap an e-mail item in the message ...
Page 120: Looking Up An Address
Page 120 chapter 5 looking up an address to identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the look up command to access the information in your address book. To look up an e-ma...
Page 121
Chapter 5 page 121 adding details to e-mail items before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop e-mail application you use. If your application does not support the attribute you sele...
Page 122
Page 122 chapter 5 setting a priority to set a priority for your e-mail item: 1. In the new message screen, tap details. 2. Tap the priority pick list and select the priority you want. 3. Tap ok. Tip: your organizer can flag e-mail items with a specific priority only if your desktop e-mail applicati...
Page 123
Chapter 5 page 123 4. Tap the bcc: field and enter an address. Adding a signature to your e-mail item a signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other ...
Page 124: Editing Unsent E-Mail
Page 124 chapter 5 to add a signature to your e-mail item: 1. In the new message screen, tap details. 2. Tap the signature check box to select it and add your signature to the e-mail item. Note: the check box stays selected, so all subsequent e-mail items you create will also contain your signature ...
Page 125: Draft E-Mail
Chapter 5 page 125 to retrieve an e-mail item: 1. In the message list, tap outbox from the pick list in the upper- right corner. 2. Tap the e-mail item you want to retrieve. 3. Tap edit. Draft e-mail sometimes you may not want to send an e-mail item immediately; for example, you may want to add addi...
Page 126: Filing E-Mail
Page 126 chapter 5 to save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the menu icon . 3. Tap message, and then tap save draft. To edit an e-mail item saved as a draft: 1. In the message list, tap draft from the pick list in the upper-right corner. 2. Tap the draft you want to displa...
Page 127: Deleting E-Mail
Chapter 5 page 127 to remove e-mail from the filed folder: 1. In the message list, tap filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap edit to display and modify the item. Tip: after you display and modify the e-mail item, you can send it, save ...
Page 128: Purging Deleted E-Mail
Page 128 chapter 5 purging deleted e-mail because your organizer stores deleted e-mail in the deleted folder until you perform a hotsync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your deleted folder. E-mail that you purge is still...
Page 129
Chapter 5 page 129 date column the date column is optional in the message list. By default, the date column is hidden to increase the available screen space. To show the date column: 1. In the message list, tap show. 2. Tap the show date check box to select it. 3. Tap ok. Sorting the message list yo...
Page 130: Hotsync Options
Page 130 chapter 5 hotsync options hotsync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your organizer. You can define different settings for local and remote synchronization. For example, you may want to do...
Page 131: Creating Special Filters
Chapter 5 page 131 note: the all setting does not mean that all information included in each e-mail item downloads to your organizer. Truncation settings (explained in a following section) for long e-mail items still apply. Also, mail never downloads any attachments to your organizer. The e-mail ite...
Page 132
Page 132 chapter 5 to access the special filter settings: ■ tap the filter box in the hotsync options dialog box. Ignoring or receiving e-mail the first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify. To de...
Page 133
Chapter 5 page 133 defining filter strings e-mail items are filtered based on the information contained in their to:, from:, and subj: fields. The information that defines what your organizer is looking for is called a filter string. You create a filter string by listing the words you want your orga...
Page 134
Page 134 chapter 5 to define a filter string: 1. Tap a header field in the hotsync options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as and or or, between words in a string. 3. If your string exceeds the length of the field, ta...
Page 135: Truncating E-Mail Items
Chapter 5 page 135 2. Tap the retrieve all high priority check box to select it. 3. Tap ok. Note: this setting is applicable only if your e-mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items the truncate feature lets you set a point at which long e-mail ite...
Page 136: Mail Menus
Page 136 chapter 5 mail menus mail menus are shown here for your reference, and mail features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu commands. Message menus the message menu varies depending on whether you ...
Page 137: Beaming Information
Chapter 5 page 137 beaming information your palm iiie organizer is equipped with an ir (infrared) port that you can use to beam information to another palm computing connected organizer that’s close by and also has an ir port. The ir port is located at the top of the organizer, behind the small dark...
Page 138
Page 138 chapter 5 5. Wait for the beam status dialog box to indicate that the transfer is complete before you continue working on your organizer. To beam an application: 1. Open the applications launcher. 2. Tap the menu icon . 3. Tap app, and then tap beam. 4. Tap the application you want to trans...
Page 139: Chapter 6
Chapter 6 page 139 chapter 6 advanced hotsync ® operations hotsync ® technology enables you to synchronize data between one or more palm computing ® connected organizers and franklin planner software. To synchronize data, you must connect your palm iiie™ organizer and franklin planner software eithe...
Page 140
Page 140 chapter 6 tip: if you’re not sure which option to use, keep the default setting: always available. 4. Click the local tab to display the settings for the connection between your computer and the organizer cradle, and adjust the following options as needed. Always available adds hotsync mana...
Page 141
Chapter 6 page 141 5. Click the modem tab to display the modem settings and adjust the options as needed. See “conducting a hotsync operation via modem” later in this chapter for more information. 6. If you are attached to a network, click the network tab to display the network settings and adjust t...
Page 142
Page 142 chapter 6 memo pad, and expense, hotsync manager includes system and install conduits. The system conduit backs up the system information stored on your organizer, including graffiti ® shortcuts. The install conduit installs applications on your organizer. To customize hotsync application s...
Page 143: For Multiple Users
Chapter 6 page 143 thereafter, whatever you selected as the default setting is used when you click the default button in the custom dialog. 4. Click ok. 5. Repeat steps 4 through 7 to change conduit settings for other applications. 6. Click done to activate your settings. Using hotsync with multiple...
Page 144
Page 144 chapter 6 to configure your palm iiie for use with a specific user database: 1. Make sure that hotsync manager is running. 2. With the palm iiie organizer in the hotsync cradle, press the hotsync button. 3. The select user dialog box will appear. 4. From the list, select the name of your pa...
Page 145: Preparing Your Computer
Chapter 6 page 145 whenever you synchronize your palm iiie organizer, it will always synchronize with the same franklin planner software user name. Conducting a hotsync operation via modem you can use a modem, such as the palm modem ® accessory , to synchronize your organizer when you are away from ...
Page 146
Page 146 chapter 6 4. Click ok. 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 ...
Page 147: Preparing Your Organizer
Chapter 6 page 147 preparing your organizer there are a few steps you must perform to prepare your organizer for a modem hotsync operation. To prepare your organizer for a modem hotsync operation: 1. Tap the applications icon . 2. Tap the hotsync icon . 3. Tap the enter phone # field. Note: if you p...
Page 148
Page 148 chapter 6 11. Enter the settings. See “modem preferences” in chapter 7 for more information. Selecting the conduits for a modem hotsync operation the conduit setup dialog box on your organizer enables you to define which files and/or applications synchronize during a modem hotsync operation...
Page 149: Via A Network
Chapter 6 page 149 2. Tap the hotsync icon . 3. Tap the modem icon to dial the franklin planner modem and synchronize the applications. 4. Wait for the hotsync operation to complete. If you have any problems conducting a successful hotsync operation, see appendix b. Conducting a hotsync operation vi...
Page 150
Page 150 chapter 6 3. From the hotsync manager menu, choose setup. 4. Click the network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5. Click ok. 6. Place your organizer in the cradle and perform a hotsync o...
Page 151: Using File Link
Chapter 6 page 151 6. Tap ok. Note: for more information on the network hotsync feature, see the web site http://www.Palm.Com. See “network preferences and tcp/ip software” in chapter 7 for information on configuring network hotsync preferences. Using file link the file link feature is not currently...
Page 152
Page 152 chapter 6 franklin planner software that comes with the palm iiie organizer. You can stay informed about developments in this area by visiting our web site at the following address: http:\\www.Franklincovey.Com future release of the user profile feature will enable you to configure a number...
Page 153: Chapter 7
Chapter 7 page 153 chapter 7 setting preferences for your organizer the preferences screens enable you to customize the configuration options on your palm iiie™ organizer. In the preferences screens, you can do the following: viewing preferences to open the preferences screens: 1. Tap the applicatio...
Page 154: Buttons Preferences
Page 154 chapter 7 buttons preferences the buttons preferences screen enables you to associate different applications with the buttons on the front of the organizer. For example, if you want to use the franklin covey task list instead of the to do list, you can assign the task list to the to do list...
Page 155
Chapter 7 page 155 to change the pen preferences: 1. Tap pen. 2. Tap the pick list and select one of the following settings for the full- screen pen stroke: 3. Tap ok. Backlight turns on the backlight of your organizer. Keyboard opens the onscreen keyboard for entering text characters. Graffiti help...
Page 156: Hotsync Buttons Preferences
Page 156 chapter 7 hotsync buttons preferences the buttons preferences screen also enables you to associate different applications with the hotsync button on the cradle and the hotsync button on the optional palm modem accessory. Any changes that you make in the hotsync buttons dialog box become eff...
Page 157: Country Default
Chapter 7 page 157 country default the country default sets date, time, week start day, and number conventions based on geographic regions where you might use your organizer. For example, in the united kingdom, time often is expressed using a 24-hour clock. In the united states, time is expressed us...
Page 158: General Preferences
Page 158 chapter 7 general preferences the general preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your organizer. See chapter 1 for information on setting the time and date. Auto-off delay your organizer has an automatic shutoff feature that turns off the...
Page 159: Modem Preferences
Chapter 7 page 159 note: 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. Modem preferences the modem preferences screen enables you to define the settings for a modem that is directly connected to your...
Page 160: Selecting A Service
Page 160 chapter 7 network preferences and tcp/ip software the network preferences settings enable you to use the tcp/ip software that is included in the organizer operating system. You can use the tcp/ip software to connect with internet service providers (isps) or dial-in (remote access) servers. ...
Page 161: Entering A User Name
Chapter 7 page 161 to select a service: 1. Tap the service pick list. 2. Tap the predefined service template you want to use. Entering a user name the user name setting identifies the name you use when you log into your internet service provider or your dial-in server. Although this field can contai...
Page 162: Entering A Password
Page 162 chapter 7 entering a password the password box identifies the password you use to log into your server or isp. Your entry in this field determines whether your organizer prompts you to enter a password each time you log into your network: ■ if you do not enter a password, your organizer dis...
Page 163
Chapter 7 page 163 calling card field. To enter your server phone number: 1. Tap the phone # field. 2. Enter the phone number you use to reach your isp or dial-in server. 3. If you need to enter a prefix or disable call waiting, skip to those procedures. Otherwise, tap ok. Entering a prefix a prefix...
Page 164
Page 164 chapter 7 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. Tap the disable c...
Page 165: Connecting to Your Service
Chapter 7 page 165 2. Enter your calling card number on the use calling card line. Note: it’s a good idea to add at least three commas at the beginning of your calling card number to compensate for the cue delay. 3. Tap ok. Connecting to your service after you set your modem and network preferences,...
Page 166
Page 166 chapter 7 to add a new service template: 1. Tap the menu icon . 2. Tap service, and then tap new. A new service template (called untitled) is added to the service pick list. To duplicate an existing service template: 1. Tap the service pick list. 2. Tap the predefined service template you w...
Page 167
Chapter 7 page 167 note: if you are not sure, try ppp; if that doesn’t work, ask your internet service provider or your system administrator for the correct connection type. Idle timeout the idle timeout setting defines how long your organizer waits before dropping the connection with your isp or di...
Page 168
Page 168 chapter 7 tip: many systems do not require that you enter a dns. If you are not sure, leave the dns field blank. To enter a primary and secondary dns: 1. Tap the query dns check box to deselect it. 2. Tap the space to the left of the first period in the primary dns field, and then enter the...
Page 169: Creating A Login Script
Chapter 7 page 169 section of the ip address. Note: each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the ip address. 4. Tap ok. Creating a login script a login script is a series of commands, similar to an autoexec.Bat file, that automates logging into your isp...
Page 170: Deleting A Service Template
Page 170 chapter 7 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap ok. Deleting a service template there is only one way to delete a service template: use the delete command from the service menu. To delete a service template: 1. Tap the service pick list. 2. Tap the service templ...
Page 171: Tcp/ip Troubleshooting
Chapter 7 page 171 network preferences menu commands the network preferences screen includes menu commands to make it fast and easy to create and edit service templates. Tcp/ip application menus are show here for your reference. See “using menus” in chapter 1 for more information about choosing menu...
Page 172: Owner Preferences
Page 172 chapter 7 2. Tap the up and down arrows of the scroll bar to see the entire network log. 3. Tap done. Adding a dns number if your isp or dial-in server requires a dns number and you did not enter that information in the network preferences screen, it will appear that you successfully logged...
Page 173: Shortcuts Preferences
Chapter 7 page 173 this case, an unlock button appears at the bottom of the screen. To unlock the owner preferences screen: 1. Tap unlock. 2. Enter the password that you defined in the security application. 3. Tap ok. Shortcuts preferences the shortcuts preferences screen enables you to define abbre...
Page 174: Editing A Shortcut
Page 174 chapter 7 4. Tap ok. Tip: to use a shortcut, draw the shortcut stroke followed by the shortcut characters. When you draw the shortcut stroke, the shortcut symbol appears at the insertion point to show that you are in shortcut mode. Editing a shortcut after you create a shortcut, you can mod...
Page 175: Appendix A
Appendix a page 175 appendix a maintaining your organizer this chapter provides information on the following: ■ proper care of your organizer ■ prolonging battery life ■ resetting your organizer caring for your organizer your organizer is designed to be rugged and reliable and to provide years of tr...
Page 176: Battery Considerations
Page 176 appendix a battery considerations please note the following considerations when replacing the batteries in your organizer: ■ under normal conditions, your organizer batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, ...
Page 177: Resetting Your Organizer
Appendix a page 177 resetting your organizer under normal circumstances, you will not have to use the reset button. On rare occasions, however, your organizer may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your organizer running again. Performing a s...
Page 178: Performing A Hard Reset
Page 178 appendix a performing a hard reset with a hard reset, all records and entries stored in your organizer are erased. Never perform a hard reset unless a soft reset does not solve your problem. Note: you can restore any data previously synchronized with your computer during the next hotsync op...
Page 179
Appendix a page 179 4. Select an application in the conduit list. 5. Click change. 6. Select desktop overwrites handheld. Note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync actions revert to their default settings. 7. Click ok. 8. Rep...
Page 180
Page 180 appendix a.
Page 181: Appendix B
Appendix b page 181 appendix b frequently asked questions if you encounter a problem with your palm iiie™ organizer, do not call franklin covey technical support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ the readme file and ...
Page 182: Operating Problems
Page 182 appendix b operating problems problem solution my organizer won’t turn on. Try each of these in turn: ■ adjust the contrast control. ■ make sure the batteries are installed properly. ■ replace the batteries. If your organizer still does not operate, try a soft reset; see appendix a. I repla...
Page 183: Tapping and Writing Problems
Appendix b page 183 tapping and writing problems my organizer is not making any sounds. Check the system sound setting. See “general preferences” in chapter 7. My organizer has frozen. Perform a soft reset. See “resetting your organizer” in appendix a. I don’t see anything on my organizer’s screen. ...
Page 184: Application Problems
Page 184 appendix b application problems problem solution i tapped the today button, but it does not show the correct date. Your organizer is not set to the current date. Make sure the set date box in the general preferences screen displays the current date. See “general preferences” in chapter 7 fo...
Page 185: Hotsync Problems
Appendix b page 185 hotsync problems problem solution i cannot do a hotsync operation; what should i check to make sure i am doing it correctly? ■ check the windows system tray to make sure the hotsync manager is running. If it is not, open franklin planner software. ■ click the hotsync manager, cho...
Page 186
Page 186 appendix b i tried to do a local hotsync operation, but it did not complete successfully. Try each of these in turn: ■ make sure hotsync manager is running. If hotsync manager is running, exit and restart it. ■ make sure you selected local from the hotsync manager menu or the franklin plann...
Page 187
Appendix b page 187 i tried to do a modem hotsync operation, but it did not complete successfully. Check the following on your computer: ■ make sure your computer is turned on and that it does not shut down automatically as part of an energy- saving feature. ■ make sure the modem connected to your c...
Page 188
Page 188 appendix b i tried to do a modem hotsync operation, but it did not complete successfully. (continued) check the following on your organizer: ■ confirm that the telephone cable is securely attached to your modem. ■ make sure the dialing instruction dials the correct phone number. ■ if you ne...
Page 189: Beaming Problems
Appendix b page 189 beaming problems problem solution i cannot beam data to another palm computing connected organizer. ■ confirm that your organizer and the other palm iiie organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between th...
Page 190: Password Problems
Page 190 appendix b password problems problem solution i forgot the password, and my organizer is not locked. You can use security to delete the password. If you do this, your organizer deletes all entries marked as private. You can, however, perform a hotsync operation before you delete the passwor...
Page 191: Technical Support
Appendix b page 191 technical support if, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, you can contact franklin covey technical support by telephone, e-mail, or fax. Before requesting support, please experiment a bit to reproduce and isolate th...
Page 192
Page 192 appendix b.
Page 193: Appendix C
Appendix c page 193 appendix c creating a custom expense report this section explains how to modify existing expense application templates and how to create your own custom expense report templates for use with the expense application. Note: this section assumes that you are familiar with microsoft ...
Page 194
Page 194 appendix c the excel macro how large the spreadsheet is and provides the data- cell layout of the excel template used for the expense report. Customizing existing sample templates four sample expense report templates come with franklin planner software. These templates are stored in the tem...
Page 195: Labels
Appendix c page 195 change “snack” to “munchies,” and then all items entered on your organizer as “snack” map to the cell(s) labeled “munchies.” 4. From the file menu, choose save as. 5. Click the save as type drop-down list and choose template (*.Xlt). 6. Navigate to the template folder (in the fra...
Page 196: Sections
Page 196 appendix c examples of both fixed and variable labels appear in the sample expense templates. Sections a section is an area of the report that has common formatting. It is common for an expense report to have more than one section. For example, the following sample expense report named samp...
Page 197
Appendix c page 197 analyzing your custom expense report if you already have a custom excel expense report, you can use it with a modified mapping table. However, before you can create a maptable.Xls file that corresponds to your custom expense report, you must first analyze the characteristics of y...
Page 198
Page 198 appendix c next to the cell highlighted in green that reads “template name:”. If you did not modify an existing template, move to any table in the maptable.Xls file. 3. Select all the rows associated with the template name. To select the rows, click and drag on the row numbers (left side), ...
Page 199
Appendix c page 199 you may add or delete rows as necessary so that the total number of rows corresponds to the number of sections in your custom expense report. To clear all of the existing settings in a row, click to select the row and press ctrl+delete. Name each row to correspond to a section of...
Page 200
Page 200 appendix c 11. Define the dates and intervals. The dates and intervals between dates appears in the light blue columns (14–17). In the date cell, enter the row or column number where all the date information will be placed. In the dates cell, enter the number of blank columns (or rows) sepa...
Page 201
Appendix c page 201 only if your section is in list format: in the expense type cell, enter the number of the row or column where the expense description will be placed. Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all app...
Page 202: Expense File Details
Page 202 appendix c row and column on your template where this information will be mapped. Because header data is not related to any particular section, you have to fill in only one row. If the item does not appear on your template, leave these cells blank. Using applications other than microsoft ex...
Page 203: Appendix D
Appendix d page 203 appendix d non-ascii characters for login scripts the following information enables you to create custom login scripts that require non-ascii characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ...
Page 204: Literal Characters
Page 204 appendix d literal characters the backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. Examples: \^ includes a caret as part of the string \ includes a \\ incl...
Page 205: Warranty and
Page 205 warranty and other product information limited warranty franklin covey company warrants to the original consumer or other end-user purchas- er that this product is free from defects in materials and workmanship for a period of one year from the date of purchase. During the limited warranty ...
Page 206
Page 206 computing products. Any palm computing platform application supplied by palm computing, inc. That makes correct use of palm computing platform date and time functions will not have a problem transitioning to the year 2000. The date and time utilities for the palm comput- ing platform use 32...
Page 207: Fcc Statement
Page 207 computing within thirty (30) days from the date the warranty service authorization is issued, palm computing will charge customer the then-current published catalogue price of such product or part. Palm computing, inc. 5400 bayfront plaza po box 58007 santa clara, california 95052-8007 (408...
Page 208
Page 208 cet appareil numérique de la classe b respecte toutes les exigences du réglement sur le matériel brouilleur du canada..
Page 209: Index
Page 209 index a accented characters graffiti writing 38 onscreen keyboard 40 add-on applications 46–48 address book *if found call* entry 92 adding custom fields 94 business card for beaming 137 categorizing records 67 conduit for synchronizing 141 creating records 60, 90–92 deleting records 62 dis...
Page 210
Page 210 call waiting, disabling 147, 164 calling card, using in phone settings 147, 164 capital letters (graffiti writing) 35 caring for the organizer 175 categories application 43–44 assigning records to 66–67 beaming 137–138 creating 68–69 default 67 displaying 68, 94, 184 folders for e-mail 128 ...
Page 211
Page 211 changing event to untimed 82 conduit for synchronizing 141 conflicting events 87 continuous events 84–85 creating records 60, 79–82 day view 85 deleting records 62 display options 89 end time for day view 90 fonts 77 menus 88 month view 87 notes for records 77 opening 55 overview 55 private...
Page 212
Page 212 to 109–111 exchange 114 exchanging data. See hotsync exclamation marks in to do list 99 expense adding address book data to records 73–74 categorizing records 67 conduit for synchronizing 142 creating records 60, 104 currency 106, 112 date of item 105 defining new currency 107 deleting reco...
Page 213
Page 213 header information (e-mail) 117, 119 help graffiti 62 online tips 24 hiding records 75 high priority e-mail filter 134 hotsync buttons preferences 156 conduits for synchronizing applications 142–143, 179 customizing 142 defined 63 file link not supported 151 first-time operation 64–65 for m...
Page 214
Page 214 attachments 131 bcc (blind carbon copy) 121, 122 changing setup 116 closing 117 confirm delivery 121, 124 confirm read 121, 124 creating 117–119 deleting e-mail 127 desktop configuration 114–116 draft e-mail 125 editing unsent e-mail 124 filing e-mail 126 filtering options 130–135 folders 1...
Page 215
Page 215 user name 161 network hotsync operation 149 notes, attaching to records 77 numbers decimal point and thousands separator 157 graffiti writing 35 onscreen keyboard 20, 25, 40 o 1-2-3, for expense reports 202 onscreen keyboard 25, 40, 61 pen stroke to open 155 opening address book 56 applicat...
Page 216
Page 216 r range of times in day view 90 reading e-mail on organizer 116 receipts, recording in expense 105 receiving data. See beaming information records address book 90 beaming 137–138 choosing categories 66 creating 60 date book 79 defined 59 deleting 62 displaying a category of 68 editing 60–62...
Page 217
Page 217 applications 44 e-mail items 129 records 74–75, 184 sounds. See alarm and system sounds starting applications 22 storing e-mail 126 stylus dragging with 19 pen stroke to activate a feature 154 tapping with 19 writing with 17, 31 sunday, to start week 157 symbols for currency 106 in graffiti...
Page 218
Page 218 user profile not supported v values application 54 vendor for expense item 106 w warranty information warranty service (y2k warranty only) 206 year 2000 warranty 205 week (date book view) 85–87, 157, 184 weekly compass application 54 what matters most 12 applications for the palm automatic ...