- DL manuals
- Palm
- PDA
- IIIxe
- Handbook
Palm IIIxe Handbook
Summary of IIIxe
Page 1
Handbook for the palm iiixe ™ organizer 22864.
Page 2
Page 2 copyright © 2000 franklin covey co. Printed in the u.S.A. All rights reserved. Reproduction, ad- aptation, or translation of this document is prohibited without prior written permission of franklin covey. What matters most, ascend and weekly compass are registered trademarks, and franklin pla...
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 handbook for the palm iii™ organizer importing data..................................................................................... 43 chapter 3: managing your applications .............................................45 using the applications launcher.......................................
Page 5
Contents page 5 to do list ........................................................................................102 memo pad .......................................................................................107 calculator .........................................................................
Page 6
Page 6 handbook for the palm iii™ organizer conducting a hotsync operation via a network.......................... 167 connecting to your company’s dial-in server ........................... 167 performing a network hotsync operation................................. 169 using file link ................
Page 7
Contents page 7 battery considerations ......................................................................200 resetting your organizer ..................................................................201 performing a soft reset ..................................................................20...
Page 8
Page 8 handbook for the palm iii™ organizer.
Page 9: About This Book
About this book page 9 about this book welcome to the palm iiixe™ 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 iiixe organizer and the applications that come with it. It walks you...
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™ software for windows® to either franklin planner tm software 7.2 or to the franklin planner tm for microsoft ® outlook tm , there are a few...
Page 11: Chapter 1
Chapter 1 page 11 chapter 1 introduction to your palm iiixe ™ organizer this chapter explains the physical buttons and controls on your palm iiixe™ connected organizer, how to use your organizer for the first time, and how to use hotsync ® technology to synchronize your organizer and franklin planne...
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 Iiixe Components
Page 14 chapter 1 palm iiixe components locating front panel controls organizer screen displays the applications and information stored in your organizer. It is touch-sensitive and responds to the stylus. Graffiti ® writing area the area where you write letters and numbers using the graffiti ® alpha...
Page 15
Chapter 1 page 15 using the backlight if lighting conditions make it difficult for you to see the information on your 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 th...
Page 16
Page 16 chapter 1 protective flip cover the cover protects the organizer screen when it is not in use and helps reduce glare while you use your 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 holes on the sides of th...
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 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 latch on the ...
Page 19
Chapter 1 page 19 franklin planner software for windows franklin planner software extends the functions of your organizer to your computer and serves to back up your data. When you use it with your organizer and the built-in hotsync technology, you can fully synchronize the information on your organ...
Page 20: Connecting The Cradle
Page 20 chapter 1 ■ print your date book, address book, task list, and memo pad information on any printer. Installing franklin planner software see the franklin planner software user’s manual for instructions on how to install franklin planner software on your desktop computer. Connecting the cradl...
Page 21
Chapter 1 page 21 important: always use the point of the stylus for tapping or making strokes on the organizer screen. Never use an actual pen, pencil, or other sharp object to write on the organizer screen. With your organizer turned on, you can tap the organizer screen to do many operations, such ...
Page 22
Page 22 chapter 1 icons tap the icons to open applications , menus , calculator , and to find text anywhere in your data . Abc with the cursor in an input field, tap the dot to activate the alphabetic keyboard. 123 with the cursor in an input field, tap the dot to activate the numeric keyboard. Chec...
Page 23: Opening Applications
Chapter 1 page 23 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, task list, and memo pad — with the application buttons on the front panel of your organizer. Note ...
Page 24: Using Menus
Page 24 chapter 1 2. Tap the icon of the application that you want to open. If you have many applications installed on your organizer, tap the scroll bar to see all of your applications. Tip: to find an application quickly, you can write the graffiti character for the first letter of its name. The a...
Page 25
Chapter 1 page 25 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 26
Page 26 chapter 1 draw the command stroke anywhere in the graffiti area. When you draw the command stroke, the command toolbar appears just above the graffiti writing area to indicate that you are in command mode. The command toolbar displays context sensitive menu commands for the current screen. F...
Page 27: Four Ways to Enter Data
Chapter 1 page 27 to display an online tip: 1. Tap the tips icon . 2. After you review the tip, tap done. Four ways to enter data there are four ways to enter data into your organizer: ■ using the onscreen keyboard ■ using graffiti writing ■ entering or importing data in franklin planner software an...
Page 28
Page 28 chapter 1 graffiti writing your organizer includes graffiti writing software as the primary system for entering text and numbers. With graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. The franklin planner software cd-rom incl...
Page 29
Chapter 1 page 29 to open memo pad: 1. Press the memo pad application button . 2. Tap new. Note: a blinking cursor appears on the first line of the new memo to indicate where new text will appear. See “using graffiti writing to enter data” in chapter 2 for details. Using franklin planner software if...
Page 30: Customizing Your Organizer
Page 30 chapter 1 enter large amounts of data quickly and accurately while you are away from your computer. 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; vi...
Page 31
Chapter 1 page 31 clock. See “formats preferences” in chapter 7 for more information. 5. Tap ok. To set the current date: 1. Tap the set date box. 2. Tap the arrows to select the current year. 3. Tap a month. 4. Tap the current date. Tap arrows to select year tap to select month tap to select date.
Page 32
Page 32 chapter 1.
Page 33: Chapter 2
Chapter 2 page 33 chapter 2 entering data in your palm iiixe ™ organizer this chapter explains how to enter data into your palm iiixe™ 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 anothe...
Page 34
Page 34 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 35: Graffiti Tips
Chapter 2 page 35 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 36: The Graffiti Alphabet
Page 36 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 37: Writing Capital Letters
Chapter 2 page 37 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 38: Graffiti Numbers
Page 38 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 39
Chapter 2 page 39 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 40: Writing Accented Characters
Page 40 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 41: Navigation Strokes
Chapter 2 page 41 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 42: Using The Onscreen Keyboard
Page 42 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 43: Using Your Computer Keyboard
Chapter 2 page 43 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 hotsync ® operation to synchronize the information on your computer with the information on yo...
Page 44
Page 44 chapter 2.
Page 45: Chapter 3
Chapter 3 page 45 chapter 3 managing your applications this chapter explains how to switch between applications on your palm iiixe™ 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. Usin...
Page 46
Page 46 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 47: Choosing Preferences
Chapter 3 page 47 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 48
Page 48 chapter 3 installing and removing applications this section explains how to install and remove applications on your organizer and how to remove franklin planner™ software from your computer. Installing add-on applications your organizer comes with the date book, address book, to do list, mem...
Page 49
Chapter 3 page 49 4. In the user drop-down list, select the name that corresponds to your palm iiixe organizer. 5. Click add. 6. Select the application(s) that you want to install on your organizer. 7. Click open. Note: review the list of applications you selected in the install tool dialog box. If ...
Page 50: Installing Games
Page 50 chapter 3 installing games the cd-rom also includes games that you can install with the install tool, such as giraffe. Giraffe is a fun, easy way for you to practice graffiti ® writing. After you install and start a game, the instructions appear in the game menu. Depending on the game, the g...
Page 51: Security
Chapter 3 page 51 security your organizer comes with a security application so that unauthorized users cannot view the entries you wish to protect. In security, you can do the following: ■ lock and turn off your organizer so that it does not operate until you enter the correct password. ■ mask all r...
Page 52: Locking Your Organizer
Page 52 chapter 3 changing or deleting a password once you define a password for your organizer, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1. Tap the password box. 2. Enter the current password....
Page 53
Chapter 3 page 53 to lock your organizer with a password: 1. Perform a hotsync operation to synchronize the data between your organizer and your computer. See “exchanging and updating data: hotsync operations” in chapter 4 for information on synchronizing your data. 2. Assign a password. 3. Tap lock...
Page 54
Page 54 chapter 3.
Page 55: Chapter 4
Chapter 4 page 55 chapter 4 using your basic applications your palm iiixe™ 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 app...
Page 56
Page 56 chapter 4 management system taught in the what matters most seminar. ■ values . The values application can help you identify, clarify, and prioritize your governing values. ■ roles . The roles application can help you identify your key roles and relationships, and clarify them. ■ mission . T...
Page 57: Date Book
Chapter 4 page 57 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 58: Address Book
Page 58 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 59: To Do List
Chapter 4 page 59 to do list to do list is a convenient place to create reminders and prioritize the things that you have to do. Note : 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 t...
Page 60: Memo Pad
Page 60 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 61: Expense
Chapter 4 page 61 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 62: Common Tasks
Page 62 chapter 4 common tasks the tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single date book event, address book entry, to do list item, memo pad memo, or expense item. Creating records you can use the following procedu...
Page 63
Chapter 4 page 63 entering text for information on how to enter text using graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see 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 ...
Page 64: Deleting Records
Page 64 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 to do list: delete item memo pad: delete memo e...
Page 65: Purging Records
Chapter 4 page 65 current repeating event, current and future events, or all instances of that event. 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 month...
Page 66
Page 66 chapter 4 exchanging and updating data: hotsync operations the hotsync process automatically synchronizes — that is, exchanges and updates — data between your organizer and franklin planner software. Changes you make on your organizer or franklin planner software appear in both places after ...
Page 67
Chapter 4 page 67 tip: the bottom edge of the organizer should align smoothly with the cradle when it is inserted properly. 2. If the hotsync manager is not running, start it: on the windows desktop, choose start, programs, franklin covey, palm connected organizer, hotsync manager. 3. Press the hots...
Page 68
Page 68 chapter 4 4. Wait for a message on your organizer indicating that the process is complete. After the hotsync process is complete, you can remove your organizer from the cradle..
Page 69: Categorizing Records
Chapter 4 page 69 categorizing records categorize records in the address book, 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 information.) wh...
Page 70
Page 70 chapter 4 system-defined and user-defined categories by default, your organizer includes system-defined categories, such as all and unfiled, and user-defined categories, such as business and personal. You cannot modify the system-defined categories, but you can rename and delete the user-def...
Page 71
Chapter 4 page 71 note: in the date book agenda view, the pick list is in the upper right of the to do list. 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 the organizer toggl...
Page 72
Page 72 chapter 4 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 or list. 2. Tap edit categories. 3. Select the category that you wa...
Page 73: Finding Records
Chapter 4 page 73 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 the personal category appear in the business category. Fin...
Page 74
Page 74 chapter 4 the list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “sands,” and writing “sm” scrolls further to “smith.” if you sort the list b...
Page 75
Chapter 4 page 75 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 76
Page 76 chapter 4 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 77: Sorting Lists of Records
Chapter 4 page 77 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 78: Making Records Private
Page 78 chapter 4 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. Note: to make the list ...
Page 79
Chapter 4 page 79 records. To hide all private records: 1. Tap the applications icon . 2. Tap security. 3. Tap the current privacy pick list and select hide records. 4. Tap ok to confirm that you want to hide private records. To mask all private records: 1. Tap the applications icon . 2. Tap securit...
Page 80: Attaching Notes
Page 80 chapter 4 4. Tap ok to confirm that you want to mask private records. To display private records: 1. Do one of the following: tap a masked record. Tap the applications icon , tap security, then tap the cur- rent privacy pick list and select show records. If you do not have a password, hidden...
Page 81
Chapter 4 page 81 4. Tap note. 5. Enter your note. 6. Tap done. A small note icon appears at the right side of any item that has a note. To review or edit a note: 1. Tap the note icon . To delete a note: 1. Tap the note icon . 2. Tap delete. 3. Tap yes. Note icon.
Page 82: Choosing Fonts
Page 82 chapter 4 choosing fonts in all basic applications except expense, you can change the font style to make text easier to read. You can choose a different font style for each application. To change the font style: 1. Open an application. 2. Tap the menu icon . 3. Tap options, and then tap font...
Page 83: Application-Specific Tasks
Chapter 4 page 83 application-specific tasks date book when you open date book, the screen shows the current date and a list of times for a normal business day. Date book synchronizes with the appointment schedule in franklin planner software. Scheduling an event a record in date book is called an “...
Page 84
Page 84 chapter 4 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the set time dialog box. Tip: you can also open the set time dialog (to selec...
Page 85
Chapter 4 page 85 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: if an event has the same start and end time, the time is only displayed once. To schedule an event for another day: 1. Select the date you ...
Page 86
Page 86 chapter 4 to schedule an untimed event: 1. Select the date that you want for the event as described in “to schedule an event for another day.” 2. Tap new. 3. Tap no time, so that no start or end times are defined for the new event. Tip: you can also create a new untimed event by making sure ...
Page 87
Chapter 4 page 87 rescheduling an event you can easily make changes to your schedule with your organizer. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap details. 3. To change the time, tap the time box and select a new time. 4. To change the date, tap the date box and select...
Page 88
Page 88 chapter 4 7. When the reminder message appears on screen, do one of the following: tap ok to permanently dismiss the reminder and return to the current screen. Tap snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap s...
Page 89
Chapter 4 page 89 to schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap details. 3. Tap the repeat box to open the change repeat dialog box. 4. Tap day, week, month, or year to set how often event repeats. For a continuous event, tap...
Page 90
Page 90 chapter 4 3. Tap record, and then tap delete event. 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 occurrenc...
Page 91
Chapter 4 page 91 changing the date book view in addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through day, week, month, and agenda views: ■ press the date book application button rep...
Page 92
Page 92 chapter 4 tips for using week view : keep the following points in mind. ■ to reschedule an event, tap and drag the event to a different time or day. ■ tap a blank time on any day to move to that day and have the time selected for a new event. ■ tap any day or date that appears at the top of ...
Page 93
Chapter 4 page 93 working in month view the month view screen shows which days have events scheduled. Dots and lines in the month view indicate events, repeating events, and untimed events. You can control the dots and lines that appear in the month view. See “options menu” later in this chapter. Ti...
Page 94
Page 94 chapter 4 2. Tap the navigation controls to move forward or backward a day at a time, or to display more events and to do items. Note: you can also change the category of to do items shown. Click on the pick list to choose another category. See “to do list” for more information on working wi...
Page 95
Chapter 4 page 95 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 ti...
Page 96
Page 96 chapter 4 preferences ■ start/end time. Defines the start and end times for date book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ alarm preset. Automatically sets an alarm for each new event. The silent alarm for unti...
Page 97: Address Book
Chapter 4 page 97 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 98
Page 98 chapter 4 4. Use the next field graffiti stroke to move to the first name field. Tip: you can also move to any field by tapping it directly. 5. Enter the person's first name in the first name field. 6. Enter the other information that you want to include in this entry. Note: as you enter let...
Page 99
Chapter 4 page 99 apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap edit. 3. Tap the pick list next to the label you want to change. 4. Select a new label. Changing address entry details the address entry details dia...
Page 100
Page 100 chapter 4 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 1 for information about choosing menu commands. The record and options menus differ dep...
Page 101
Chapter 4 page 101 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 ...
Page 102: To Do List
Page 102 chapter 4 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 103
Chapter 4 page 103 note: when you create a new to do list item, its priority is 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. To s...
Page 104
Page 104 chapter 4 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 ...
Page 105
Chapter 4 page 105 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 li...
Page 106
Page 106 chapter 4 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 co...
Page 107: Memo Pad
Chapter 4 page 107 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 108
Page 108 chapter 4 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 109: Calculator
Chapter 4 page 109 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 110
Page 110 chapter 4 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 111: Expense
Chapter 4 page 111 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 112
Page 112 chapter 4 tip: another 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 fe...
Page 113
Chapter 4 page 113 3. Select any of the following options: 4. Tap ok. Category see “categorizing records” earlier in this chapter. Type opens a pick list of expense types. Payment lets you choose the payment method used to pay the expense item. If the item is prepaid (such as airline tickets supplie...
Page 114
Page 114 chapter 4 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 select edit currencies. 2. Tap each currency pick list...
Page 115
Chapter 4 page 115 defining a custom currency symbol if the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the menu icon . 2. Tap options, and then tap custom currencies. 3. Tap one of t...
Page 116
Page 116 chapter 4 show options show options define the sort order and other settings that relate to your expense items. To open the show options dialog box: 1. In the expense list, tap show. 2. Select any of the options. 3. Tap ok. Transferring your data to microsoft excel after you enter your expe...
Page 117
Chapter 4 page 117 accurately in franklin planner software. However, if your desktop computer supports display of the euro symbol, you should be able to see the euro symbol when you open the expense application on your desktop computer. When you perform a hotsync operation, the euro symbol is transf...
Page 118
Page 118 chapter 4 to create or print an expense report: 1. Perform a hotsync operation to transfer your latest expense data to your computer. 2. From the windows taskbar, choose start, programs, franklin covey, palm connected organizer, expense report to open microsoft excel and the expense report ...
Page 119
Chapter 4 page 119 using expense report templates the expense application includes several expense report templates. When you use one of these templates, you can edit your expense data in microsoft excel. The templates have the extension .Xlt and are stored in the template folder in the franklin pla...
Page 120
Page 120 chapter 4 templates. To view your expense data using a microsoft excel template: 1. Display your expense data in a microsoft excel spreadsheet as described in the previous procedure. 2. Click options. 3. Enter name, department, and other information as necessary for your expense report. 4. ...
Page 121
Chapter 4 page 121 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 “telephone” whic...
Page 122
Page 122 chapter 4.
Page 123: Chapter 5
Chapter 5 page 123 chapter 5 communicating using your organizer the previous chapter described the features of your palm iiixe™ 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, re...
Page 124
Page 124 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 125
Chapter 5 page 125 3. Select mail in the list box. 4. Click change. 5. Click one of the following settings: note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync action reverts to the default setting. To change your mail setup options: 1...
Page 126: Viewing E-Mail Items
Page 126 chapter 5 synchronizing mail with your e-mail application after you enable and configure mail, you need to perform a hotsync operation to synchronize mail with your desktop e-mail application. For a complete explanation of hotsync technology, see chapter 6. Opening the mail application on y...
Page 127: Creating E-Mail Items
Chapter 5 page 127 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 128
Page 128 chapter 5 note: enter the address as if you were entering it from your desktop e-mail application. For example, network users sending an e-mail item to a user on the same network do not need to add internet information, such as @mycorp.Com. 3. To send a copy of this e-mail item to additiona...
Page 129: Looking Up An Address
Chapter 5 page 129 to reply to an e-mail item: 1. Tap an e-mail item in the message list to display it onscreen. 2. Tap reply. 3. Select whom you want to receive the reply: sender only, all recipients, or someone who didn’t see the original e-mail item (forward). 4. Select whether you want to includ...
Page 130
Page 130 chapter 5 menu or by using the graffiti ® command stroke /l. 5. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an additional letter, the list scrolls to the first entry that starts with those two letters. For exam...
Page 131
Chapter 5 page 131 the following details are available: the priority and bcc settings are valid only for the current e-mail item and must be set for each item you create. 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 li...
Page 132
Page 132 chapter 5 3. Tap ok. Tip: your organizer can flag e-mail items with a specific priority only if your desktop e-mail application supports this feature. Sending a blind carbon copy to add a bcc field to your e-mail item: 1. In the new message screen, tap details. 2. Tap the bcc check box to s...
Page 133
Chapter 5 page 133 create your signature. Then you select the signature option. To create a signature: 1. Tap the menu icon . 2. Tap options, and then tap preferences. 3. Tap the signature text field and enter the text of your signature. 4. Tap ok. To add a signature to your e-mail item: 1. In the n...
Page 134: Editing Unsent E-Mail
Page 134 chapter 5 3. Tap ok. Storing e-mail to be sent later when you send e-mail from your organizer, it actually stores the e-mail in the outbox folder until the next time you synchronize your organizer with your computer. During synchronization, all e-mail stored in the outbox folder is transfer...
Page 135: Draft E-Mail
Chapter 5 page 135 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 additional information before sending it. Your organizer stores such e-mail items in the draft folder until you are ready to edit them again. Note: when you’re...
Page 136: Filing E-Mail
Page 136 chapter 5 3. Tap edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap send to move the item to your outbox folder. Filing e-mail your organizer can store e-mail you receive or create in the filed folder. The contents of this folder do not automatically sync...
Page 137: Purging Deleted E-Mail
Chapter 5 page 137 the organizer, it is also deleted from your desktop e-mail application when you perform the next hotsync operation. To delete e-mail: 1. Open the e-mail item you want to delete. 2. Tap delete. 3. If you selected the preferences option to confirm deletion, tap yes. Removing e-mail ...
Page 138: Message List Options
Page 138 chapter 5 3. Tap yes. Note: you cannot restore e-mail items after you purge them. Message list options message list options enable you to manage the way the message list displays information. Folders your organizer provides folders for categorizing your mail. The message list displays the e...
Page 139: Hotsync Options
Chapter 5 page 139 2. Tap the show date check box to select it. 3. Tap ok. Sorting the message list you can sort e-mail items by the date sent, by sender, or by subject. Note: high-priority e-mail items always appear first, no matter how you sort the list. To sort the message list: 1. In the message...
Page 140
Page 140 chapter 5 urgent e-mail during remote synchronization. Once defined, your organizer determines if synchronization is occurring locally or remotely and uses the appropriate settings for the hotsync operation. To open the hotsync options dialog box: 1. Tap the menu icon . 2. Tap options, and ...
Page 141: Creating Special Filters
Chapter 5 page 141 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 item and ...
Page 142
Page 142 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 143
Chapter 5 page 143 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 144
Page 144 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 145: Truncating E-Mail Items
Chapter 5 page 145 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 146: Mail Menus
Page 146 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 147: Beaming Information
Chapter 5 page 147 beaming information your organizer is equipped with an ir (infrared) port that you can use to beam information to another palm computing platform handheld 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 shield. You...
Page 148
Page 148 chapter 5 tip: for best results, palm iiixe organizers should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two organizers must be clear of obstacles. Beaming distance to other palm computing platform handhelds may b...
Page 149
Chapter 5 page 149 4. Tap yes. Tips on beaming information ■ you can press the address book application button for about two seconds to beam your business card. ■ you can set the full-screen pen stroke to beam the current entry. See “pen preferences” in chapter 7 for more information. ■ you can use ...
Page 150
Page 150 chapter 5.
Page 151: Chapter 6
Chapter 6 page 151 chapter 6 advanced hotsync ® operations hotsync ® technology enables you to synchronize data between one or more palm computing ® platform handhelds and franklin planner™ software or another pim such as microsoft outlook. To synchronize data, you must connect your palm iiixe™ orga...
Page 152
Page 152 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 153
Chapter 6 page 153 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 154
Page 154 chapter 6 note : remember, the to do list does not synchronize with franklin planner software. In addition to the conduits for date book, address book, to do list, memo pad, and expense, hotsync manager includes system and install conduits. The system conduit backs up the system information...
Page 155: Ir Hotsync Operations
Chapter 6 page 155 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. Thereafter, whatever you selected as the default setting is used when you click the default button in the cus...
Page 156
Page 156 chapter 6 check your computer’s documentation to learn if the computer supports infrared communication. If your computer is a macintosh g3, or uses microsoft windows 98, infrared communication is built into the operating system. Some versions of the macintosh imac also have built-in infrare...
Page 157
Chapter 6 page 157 the add infrared device wizard appears. 8. Click next. 9. Accept the defaults provided until the wizard asks you to select an infrared port. Be sure to select an available communications port. Do not select the port that the hotsync manager currently uses. 10. Continue the rest of...
Page 158: Configuring Hotsync Manager
Page 158 chapter 6 manager for infrared communication. This port (com4 in this example) is the simulated port, the channel through which the actual infrared communication takes place between your computer and your organizer. 6. Deselect any other check boxes in the options tab. 7. Click apply and ok...
Page 159
Chapter 6 page 159 performing an ir hotsync operation after you complete the steps to prepare for performing an ir hotsync operation, it is easy to perform the actual operation. To perform an ir hotsync operation: 1. In the applications launcher, tap the hotsync icon. 2. Tap local. 3. Tap the pick l...
Page 160: For Multiple Users
Page 160 chapter 6 you can leave the hotsync application on your organizer set to perform ir hotsync operations and still use the cradle. This is useful if you perform hotsync operations with both your desktop computer and a laptop that you travel with. When you travel, you don’t have to carry a cra...
Page 161
Chapter 6 page 161 2. With the palm iiixe 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 palm iiixe organizer. If you want to specify a name other than one on the list, choose new and follow the prompts ...
Page 162: Preparing Your Computer
Page 162 chapter 6 conducting a hotsync operation via modem you can use a modem to synchronize your organizer when you are away from your computer. Note: the first hotsync operation must be local, using the cradle. After that, you can perform a modem hotsync operation. To perform a hotsync operation...
Page 163
Chapter 6 page 163 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 164: Preparing Your Organizer
Page 164 chapter 6 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 modem. 4. Tap the pick list below the i...
Page 165
Chapter 6 page 165 note: if you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “conducting a hotsync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your computer. 7. If ne...
Page 166
Page 166 chapter 6 to change the conduit setup for a modem hotsync operation: 1. Tap the applications icon . 2. Tap the hotsync icon . 3. Tap the menu icon . 4. Tap options, and then tap conduit setup. 5. Tap the check boxes to deselect the files and applications that you do not want to synchronize ...
Page 167: Via A Network
Chapter 6 page 167 conducting a hotsync operation via a network when you use the network hotsync technology, you can take advantage of the lan and wan connectivity available in many office environments. The network hotsync technology enables you to perform a hotsync operation by dialing in to a netw...
Page 168
Page 168 chapter 6 5. Click ok. 6. Put your organizer in the cradle and perform a hotsync operation. The hotsync operation records network information about your computer on your organizer. With this information, your organizer can locate your computer when you perform a hotsync operation over the n...
Page 169
Chapter 6 page 169 note: see “network preferences and tcp/ip software” in chapter 7 for information on creating a network connection. 8. Tap service and select a service. 9. Tap done. 10. Tap the menu icon . 11. Tap options, then tap conduit setup. Follow the instructions in “selecting the conduits ...
Page 170: Using File Link
Page 170 chapter 6 using file link the file link feature is not currently supported with the franklin covey release of the palm iiixe organizer. However, franklin covey expects to support file link in a future release of franklin planner software that comes with the palm iiixe organizer. You can sta...
Page 171: Creating A User Profile
Chapter 6 page 171 creating a user profile the user profile feature is not currently supported with the franklin covey release of the palm iiixe electronic organizer. However, franklin covey expects to support user profiles in a future release of the franklin planner software that comes with the pal...
Page 172
Page 172 chapter 6.
Page 173: Chapter 7
Chapter 7 page 173 chapter 7 setting preferences for your organizer the preferences screens enable you to customize the configuration options on your palm iiixe™ organizer. In the preferences screens, you can do the following: viewing preferences to open the preferences screens: 1. Tap the applicati...
Page 174: Buttons Preferences
Page 174 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, you could assign the to do list button to start the franklin covey task list. Any changes you make in the buttons prefere...
Page 175
Chapter 7 page 175 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. Keyboard opens the onscreen keyboard for entering text characters. Graffiti help opens a series of screens that show the complete gr...
Page 176: Hotsync Buttons Preferences
Page 176 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 modem. Any changes that you make in the hotsync buttons dialog box become effective immediat...
Page 177: Country Default
Chapter 7 page 177 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, on the other hand, t...
Page 178: General Preferences
Page 178 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 179: Connection Preferences
Chapter 7 page 179 connection preferences the connection preferences screen enables you to define the settings used to perform different types of hotsync operations. The screen displays a list of available configurations that are ready to be further defined; the list varies depending on the kind of ...
Page 180: Sample Connection For Remote
Page 180 chapter 7 sample connection for remote ir hotsync operations the following sample configuration would enable you to perform an ir hotsync operation by sending data through the ir port of a modem attached to a cell phone, which then dials a modem attached to your desktop computer, to synchro...
Page 181
Chapter 7 page 181 7. Enter the initialization string supplied by the documentation for the modem attached to your cell phone. 8. Tap ok, and then tap ok again to save the configuration. After you create the configuration, you need to set up the hotsync manager of your desktop application and the ho...
Page 182: Selecting A Service
Page 182 chapter 7 note: tcp/ip provides the ability to connect to your isp or dial-in server with applications that allow you to view the transmitted data. Visit the web site http://www.Palm.Com for information on third-party applications that take advantage of tcp/ip. Selecting a service use the s...
Page 183: Entering A Password
Chapter 7 page 183 note: most dial-in servers do not accept spaces in the user name. 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 ...
Page 184: Selecting A Connection
Page 184 chapter 7 note: the password field updates to display the word “assigned.” selecting a connection use the connection setting to select the method you want to use to connect to your internet service provider or a dial-in server. See “connection preferences” earlier in this chapter for inform...
Page 185
Chapter 7 page 185 2. Enter the phone number for 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 is a number that you dial before the telephone number to access an outside line. For example,...
Page 186
Page 186 chapter 7 2. Enter the code to disable call waiting on the disable call waiting line. Note: each telephone company assigns a code to disable call waiting. Contact your local telephone company for the code that is appropriate for you. 3. Tap ok. Using a calling card the use calling card fiel...
Page 187: Connecting to Your Service
Chapter 7 page 187 calling card number to compensate for the cue delay. 3. Tap ok. Connecting to your service after you set your connection and network preferences, establishing a connection to your internet service provider (isp) or your company’s network (dial-in server) is easy. Note: if you are ...
Page 188
Page 188 chapter 7 adding detailed information to a service template if you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your isp o...
Page 189
Chapter 7 page 189 2. Tap ok. Defining primary and secondary dns the domain naming 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 translatio...
Page 190: Login Scripts
Page 190 chapter 7 ip address everyone who logs on to the internet needs to have a unique identifier (an ip address), whether permanent or temporary. Some networks dynamically assign a temporary ip address when clients log in. The ip address field lets you identify whether your network provides auto...
Page 191
Chapter 7 page 191 in to the corporate servers from your organizer using a modem or network connection. The script is generally prepared by the system administrator and distributed to users who need it. It automates the events that must take place in order to establish a connection between your orga...
Page 192
Page 192 chapter 7 3. Tap 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 organizer to wait for specific characters from the tcp/...
Page 193: Plug-In Applications
Chapter 7 page 193 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. A plug-in application is a standard prc application that you in...
Page 194: Tcp/ip Troubleshooting
Page 194 chapter 7 2. Tap the service template you want to delete. 3. Tap the menu icon . 4. Tap service, and then tap delete. 5. Tap ok. 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 appl...
Page 195: Owner Preferences
Chapter 7 page 195 to view the network log: 1. Tap options, and then tap view log. 2. Tap the scroll bar arrows to see the entire network log. 3. Tap done. Adding dns numbers if your isp or dial-in server requires dns numbers and you did not enter them in the network preferences screen, it will appe...
Page 196: Shortcuts Preferences
Page 196 chapter 7 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 abbreviations for entering text with graffiti strokes. This section de...
Page 197: Editing A Shortcut
Chapter 7 page 197 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 modify it at a...
Page 198
Page 198 chapter 7.
Page 199: Appendix A
Appendix a page 199 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 200: Battery Considerations
Page 200 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 201: Resetting Your Organizer
Appendix a page 201 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 202: Performing A Hard Reset
Page 202 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 203
Appendix a page 203 3. Select the appropriate user name from the list. 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 re...
Page 204
Page 204 appendix a.
Page 205: Appendix B
Appendix b page 205 appendix b frequently asked questions if you encounter a problem with your palm iiixe™ 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 206: Operating Problems
Page 206 appendix b operating problems problem solution i don’t see anything on my organizer’s screen. Try each of these in turn: ■ change the contrast settings. ■ replace the batteries. I get a warning message telling me my organizer memory is full. ■ purge records from date book and to do list. Th...
Page 207: Tapping and Writing Problems
Appendix b page 207 tapping and writing problems problem solution when i tap the buttons or screen icons, my organizer activates the wrong feature. Calibrate the screen. See “digitizer preferences” in chapter 7. When i tap the menu icon , nothing happens. Not all applications or screens have menus. ...
Page 208: Application Problems
Page 208 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 209: Hotsync Problems
Appendix b page 209 hotsync problems i entered the euro symbol, but after a hotsync operation it doesn’t appear in my franklin planner software. At present, franklin planner software does not support display or printing of the euro symbol. However, other desktop applications (such as microsoft excel...
Page 210
Page 210 appendix b my organizer appears to freeze when i place it near my computer. Move your organizer away from the computer’s infrared port. 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 hotsyn...
Page 211
Appendix b page 211 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 co...
Page 212
Page 212 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 213
Appendix b page 213 when i tap the hotsync button on the cradle, nothing happens on my desktop computer and my organizer times out. ■ perform a local hotsync operation before you try to synchronize remotely via modem. Check hotsync setup options to confirm that you have the correct settings for loca...
Page 214
Page 214 appendix b my organizer displays the message “waiting for sender” when it’s near my computer’s infrared port. ■ your computer’s infrared port may be set to search automatically for the presence of other infrared devices. Do the following to turn off this option: 1. In the windows taskbar, c...
Page 215: Beaming Problems
Appendix b page 215 beaming problems problem solution i cannot beam data to another palm computing platform handheld. ■ for best results, palm organizers should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two organizers mus...
Page 216: Password Problems
Page 216 appendix b password problems problem solution i forgot the password, and my organizer is not locked. You can use security to delete the password, but your organizer deletes all entries marked as private. However, if you perform a hotsync operation before you delete the password: the hotsync...
Page 217: Technical Support
Appendix b page 217 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 218
Page 218 appendix b.
Page 219: Appendix C
Appendix c page 219 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 220
Page 220 appendix c customizing existing sample templates four sample expense report templates come with the expense application. These templates are stored in the template folder (normally c:\program files\franklin covey\planner\palm\ template). If the layout of one (or more) of these templates is ...
Page 221: Labels
Appendix c page 221 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 franklin planner software directory). Note: if you do not need to change the maptable.Xls file, save the template file with its ...
Page 222: Sections
Page 222 appendix c 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 sample3.Xlt contains several sections. Because your expense data maps to row and column...
Page 223
Appendix c page 223 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 224
Page 224 appendix c programming the mapping table once you have analyzed the components of your custom expense report, you can program the mapping table to fill the report with data from the organizer. To program a new custom mapping table: 1. Open a copy of the maptable.Xls file in microsoft excel....
Page 225
Appendix c page 225 5. Scroll down to a blank area of the maptable.Xls file (below the rows used for sample4.Xlt), and click on a row number to select a blank row. 6. From the edit menu, choose paste. A copy of the rows you selected in step 3 is pasted into the maptable.Xls file. 7. Name the table. ...
Page 226
Page 226 appendix c 10. Define the dimensions of the section. The dimensions of the section appear in the green columns (10–13). 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...
Page 227
Appendix c page 227 12. Define whether the section is in list format. This setting appears in the light purple columns (18–19). If the section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: on...
Page 228: Expense File Details
Page 228 appendix c 16. Repeat steps 9 through 15 for each section that you have defined for your custom expense report. 17. Map expense report options dialog (magenta section). The expense report options dialog has five fields where you can fill in data for the header on your expense report. Use th...
Page 229: Appendix D
Appendix d page 229 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 230: Literal Characters
Page 230 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 ■ \...
Page 231: Warranty, Regulatory, and
Warranty, regulatory, and other product information page 231 warranty, regulatory, 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...
Page 232
Page 232 warranty, regulatory, and other product information 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 ...
Page 233: Fcc Statement
Warranty, regulatory, and other product information page 233 catalogue price of such product or part. Palm computing, inc., a subsidiary of 3com corporation 5400 bayfront plaza po box 58007 santa clara, california 95052-8007 (408) 326-5000 product regulatory information fcc statement this device com...
Page 234: Canadian Ices-003 Statement
Page 234 warranty, regulatory, and other product information canadian ices-003 statement this class b digital apparatus meets all requirements of the canadian interference- causing equipment regulations. Cet appareil numérique de la classe b respecte toutes les exigences du réglement sur le matériel...
Page 235
Warranty, regulatory, and other product information page 235 varning eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikan- tens instruktion. Advarsel! Lithiumbatteri—eksplosionsfare...
Page 236
Page 236 warranty, regulatory, and other product information.
Page 237: Index
Index page 237 index a accented characters graffiti writing 40 onscreen keyboard 42 add-on applications 48–50 address book *if found call* entry 98 adding custom fields 101 business card for beaming 147 categorizing records 70 conduit for synchronizing 154 creating records 62, 97–98 deleting records...
Page 238
Page 238 index c calculator buttons explained 109–110 memory 109 opening 61 overview 60 recent calculations 60, 110 calibration 20, 176, 207 call waiting, disabling 165, 185 calling card, using in phone settings 165, 186 capital letters (graffiti writing) 37 caring for the organizer 199 categories a...
Page 239
Index page 239 d daily record of events application 55 data entry. See entering data data files importing data from 43 date book adding address book data to records 75–76 agenda view 93 alarm 87 changing event time 87 changing event to untimed 86 conduit for synchronizing 154 conflicting events 92 c...
Page 240
Page 240 index in address book 98, 100 looking up 129–130 e-mail items. See mail entering data 27–30 importing from other applications 43 problems with 207 using graffiti writing 33–42 using the computer keyboard 43 using the onscreen keyboard 42 entries. See address book eudora 124 euro in expense ...
Page 241
Index page 241 auto-off delay 178 system sounds 178 glossary. See graffiti shortcuts goals application 56 graffiti accented characters 40 alphabet 33, 36 basic concepts 33 capital letters 37 command stroke 26 defined 28 giraffe game for practicing 50 how to write characters 34 menu commands 25 movin...
Page 242
Page 242 index applications 48–50 batteries 18 conduit to install applications 154 desktop software 205 franklin covey applications 48 mail. See mail, desktop configuration international characters graffiti writing 40 onscreen keyboard 42 ip address 188, 190 ir port see also beaming and infrared ir....
Page 243
Index page 243 fonts 82 menus 108, 110 opening 60 overview 60 private records 80 reviewing memos 107 sorting records 77, 208 memory amount of free 217 for beaming 215 calculator 109 regaining 65, 206 memos. See memo pad menus 24–26, 207 address book 100 choosing 25 command equivalents (graffiti writ...
Page 244
Page 244 index palm install tool 10 passwords 51–53 changing 52 creating 51 deleting 52 for network 183 forgotten 53, 216 pasting text 63 payment, expense item 113 pen stroke, full-screen 174–175 phone lookup 75–76 phone numbers selecting for address list 100 selecting types 98 phone settings for is...
Page 245
Index page 245 recovering deleted e-mail 137 filed mail 136 removing applications 50 renaming categories 72 repeating events deleting from date book 65 scheduling 88 replying to e-mail 129 rescheduling events 87 resetting organizer hard reset 202 location of reset button 17, 201 soft reset 201 retri...
Page 246
Page 246 index requirements for desktop software 12 sounds 178 t tapping 20, 207 tcp/ip 181, 194 technical support 205, 217 templates for expense reports 119 text copying 63 cutting 63 entry. See entering data fonts for 82 selecting all 64 thousands separator 177 time alarm setting 87 bars in date b...
Page 247
Index page 247 208 weekly compass application 56 what matters most 12 applications for the palm automatic or manual install of franklin covey applications 10 daily record of events 55 goals 56 master task list 55 mission 56 roles 56 values 56 weekly compass 56 writing area 14 writing. See entering d...