Summary of V

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    Handbook for the palm v ™ organizer.

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    Page ii handbook for the palm v™ organizer copyright copyright © 1998 3com corporation or its subsidiaries. All rights reserved. 3com, the 3com logo, palm computing, graffiti, and hotsync are registered trademarks, and palmpilot, palm iii, palm v, palm os, palm, the palm computing platform logo, the...

  • Page 3: Contents

    Contents page iii contents about this book ......................................................................................... 1 chapter 1: introduction to your palm v™ organizer getting to know your palm v organizer............................................3 what is a palm v organizer? .......

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    Page iv handbook for the palm v™ organizer switching between applications ....................................................... 39 using the applications launcher..................................................... 39 categorizing applications.........................................................

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    Contents page v chapter 5: communicating using your organizer managing desktop e-mail away from your desk .........................113 setting up mail on the desktop ................................................... 114 synchronizing mail with your e-mail application .................. 116 opening...

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    Page vi handbook for the palm v™ organizer formats preferences ......................................................................... 156 country default............................................................................. 156 time, date, week start, and numbers formats .....................

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    Contents page vii appendix c: creating a custom expense report about mapping tables ......................................................................195 customizing existing sample templates ........................................196 determining the layout of the expense report...................

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    Page viii handbook for the palm v™ organizer.

  • Page 9: About This Book

    About this book page 1 about this book welcome to the palm v™ connected organizer. This handbook describes all you need to know about how to use your palm v organizer and the applications that come with it. It walks you through viewing and entering data, using your palm v organizer with your compute...

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    Page 2 about this book.

  • Page 11: Chapter 1

    Chapter 1 page 3 chapter 1 introduction to your palm v ™ organizer this chapter explains the physical buttons and controls on your palm v™ connected organizer, how to use your palm v organizer for the first time, and how to use hotsync ® technology to synchronize your palm v organizer and palm™ desk...

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    Page 4 introduction to your palm v™ organizer system requirements to install and operate palm desktop software, your computer system must meet the following requirements: minimum requirements ■ windows 98, windows 95, or windows nt 4.0 ■ ibm-compatible 486 computer or higher ■ 8 mb ram (memory) mini...

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    Chapter 1 page 5 palm v components locating front panel controls palm v organizer screen displays the applications and information stored in your palm v organizer. It is touch-sensitive and responds to the stylus or your finger. Graffiti ® writing area the area where you write letters and numbers us...

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    Page 6 introduction to your palm v™ organizer using the onscreen contrast control even with the backlight on, you may need to make further adjustments by changing the amount of contrast on the screen. To adjust the contrast: 1. Press the contrast control button. 2. To change the contrast in small in...

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    Chapter 1 page 7 using the backlight if you have difficulty seeing the information on your palm v 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 turns on...

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    Page 8 introduction to your palm v™ organizer locating back panel components side channels hold the stylus or front cover, which slide in and out of either side channel and click into place. To use the stylus, remove it from the side channel and hold it as you would a pen or pencil. Ir port uses inf...

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    Chapter 1 page 9 serial connector connects your organizer to the cradle, which in turn connects to the back of your computer and through the ac adapter to the wall current. This allows you to recharge your palm v organizer as well as update the information between your organizer and computer using h...

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    Page 10 introduction to your palm v™ organizer recharging the battery the palm v organizer contains a lithium-ion battery that is recharged each time you place the organizer in the cradle. You never need to replace the battery. Just place your palm v organizer in the cradle for three hours for an in...

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    Chapter 1 page 11 viewing data while in the cradle you can set a preference so that you can continue to view data while your organizer is in the cradle and while the battery is being recharged. See “general preferences” in chapter 7 for more information. Palm desktop organizer software palm desktop ...

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    Page 12 introduction to your palm v™ organizer installing palm desktop software the following instructions guide you through installing palm desktop software. After installation, refer to the online help in palm desktop software for information about how to use the software. To ensure a safe and uni...

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    Chapter 1 page 13 using your organizer with another pim if you prefer to use a personal information manager (pim) other than palm desktop software or microsoft outlook, all you need is the connection software, called a conduit, that lets you synchronize the data between your organizer and your pim. ...

  • Page 22: Tapping And Typing

    Page 14 introduction to your palm v™ organizer 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 yo...

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    Chapter 1 page 15 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...

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    Page 16 introduction to your palm v™ organizer 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, and memo pad — with the application buttons on the front ...

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    Chapter 1 page 17 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 v organizer, tap the scroll bar to see all of your applications. Tip: to find an application quickly, you can write ...

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    Page 18 introduction to your palm v™ organizer 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...

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    Chapter 1 page 19 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...

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    Page 20 introduction to your palm v™ organizer 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 ...

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    Chapter 1 page 21 your palm v 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 open ...

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    Page 22 introduction to your palm v™ organizer using palm desktop software if you have new records you want to add to your palm v organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the palm desktop software or the pim you have installed to use with...

  • Page 31: Customizing Your Organizer

    Chapter 1 page 23 customizing your organizer you can customize your organizer to suit your way of working. You can enter your personal information such as your name and address; change the time and date, and view them in different formats when you travel; turn off sounds; and configure your organize...

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    Page 24 introduction to your palm v™ organizer 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 33: Chapter 2

    Chapter 2 page 25 chapter 2 entering data in your palm v ™ organizer this chapter explains how to enter data into your palm v™ organizer, either by writing with the stylus in the graffiti ® writing area, using the onscreen keyboard, using the computer keyboard, or importing data from another applica...

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    Page 26 entering data in your palm v™ organizer ■ 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 regu...

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    Chapter 2 page 27 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 prints the letter at the insertion point on the screen. As soon as you lift the stylus from ...

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    Page 28 entering data in your palm v™ organizer 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.

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    Chapter 2 page 29 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...

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    Page 30 entering data in your palm v™ organizer 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 ...

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    Chapter 2 page 31 additional graffiti punctuation note: when punctuation shift is active, you can make a symbol stroke anywhere in the graffiti writing area (the letters or numbers side). Writing symbols and extended characters all symbols and extended characters begin with the stroke in the graffit...

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    Page 32 entering data in your palm v™ organizer 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 requi...

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    Chapter 2 page 33 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...

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    Page 34 entering data in your palm v™ organizer your organizer includes the following predefined graffiti shortcuts: entry shortcut date stamp ds time stamp ts date / time stamp dts meeting me breakfast br lunch lu dinner di.

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    Chapter 2 page 35 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 the onscreen keyboard: 1. Open any application (such as memo pad). 2....

  • Page 44: Importing Data

    Page 36 entering data in your palm v™ organizer importing data if you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the data to your palm v organizer without having to key it in manually. Save the ...

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    Chapter 2 page 37 8. If you do not want to import a field, deselect the check box for that field. 9. Click ok. The imported data is highlighted in the application. 10. To add the imported data to your organizer, perform a hotsync operation. See palm desktop online help for more information on import...

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    Page 38 entering data in your palm v™ organizer.

  • Page 47: Chapter 3

    Chapter 3 page 39 chapter 3 managing your applications this chapter explains how to switch between applications on your palm v™ 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. Selectin...

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    Page 40 managing your applications 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...

  • Page 49: Choosing Preferences

    Chapter 3 page 41 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...

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    Page 42 managing your applications installing and removing applications this section explains how to install and remove applications on your palm v organizer and how to remove palm™ desktop software from your computer. Installing add-on applications your palm v organizer comes with the date book, ad...

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    Chapter 3 page 43 3. Click install. Tip: you can also access the install tool dialog by selecting install tool from the palm desktop program group or by double-clicking any file with a prc file extension..

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    Page 44 managing your applications 4. In the user drop-down list, select the name that corresponds to your palm v 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 di...

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    Chapter 3 page 45 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; you cannot remove the ap...

  • Page 54: Security

    Page 46 managing your applications 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: ■ turn off and lock your organizer so that it does not operate until you enter the correct passw...

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    Chapter 3 page 47 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....

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    Page 48 managing your applications 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 pass...

  • Page 57: Chapter 4

    Chapter 4 page 49 chapter 4 survey of basic applications these are the basic applications of your organizer: ■ 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 application an...

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    Page 50 survey of basic applications 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. In date book, you can do the following: ■ enter a description of your appointment and assign it to a spec...

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    Chapter 4 page 51 address book address book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In address book, you can do the following: ■ quickly look up or enter names, addresses, phone numbers, and other information. ■ enter up to...

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    Page 52 survey of basic applications to do list to do list is a convenient place to create reminders and prioritize the things that you have to do. In to do list, you can do the following: ■ make a quick and convenient list of things to do. ■ assign a priority level to each task. ■ assign a due date...

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    Chapter 4 page 53 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. In memo pad, you can do the following: ■ take notes or write any kind of message on your connected organizer. ■ drag and drop memos into popular computer...

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    Page 54 survey of basic applications ■ display the last series of calculations, which is useful for confirming a series of “chain” calculations. 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 t...

  • Page 63: Common Tasks

    Chapter 4 page 55 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...

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    Page 56 survey of basic applications 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 ava...

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    Chapter 4 page 57 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...

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    Page 58 survey of basic applications 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 mark...

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    Chapter 4 page 59 software appear in both places after a hotsync operation. Hotsync 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...

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    Page 60 survey of basic applications tip: the bottom edge of the organizer should align smoothly with the cradle when it is inserted properly. 4. Press the hotsync button on the cradle to open the new user dialog box. 5. Enter a user name for your organizer and click ok. The hotsync progress dialog ...

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    Chapter 4 page 61 6. Wait for a message on your computer indicating that the process is complete. After the hotsync process is complete, you can remove your organizer from the cradle. To conduct a local hotsync operation: 1. Insert the organizer in the cradle. 2. If the hotsync manager is not runnin...

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    Page 62 survey of basic applications category, which you can use as a quick reference of names, addresses, and phone numbers (such as emergency numbers, doctor, lawyer, etc.). Expense contains two default categories, new york and paris, to show how you might sort your expenses according to different...

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    Chapter 4 page 63 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 ...

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    Page 64 survey of basic applications 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 ...

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    Chapter 4 page 65 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...

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    Page 66 survey of basic applications 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 two letters. For example, writing an “s” scrolls to “...

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    Chapter 4 page 67 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...

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    Page 68 survey of basic applications 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 th...

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    Chapter 4 page 69 3. Tap who. 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 ...

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    Page 70 survey of basic applications 3. Tap options, and then tap preferences. 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 ...

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    Chapter 4 page 71 to hide private records: 1. Tap the applications icon . 2. Tap security. 3. Tap hide. 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...

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    Page 72 survey of basic applications to make a record private: 1. Display the entry that you want to make private. 2. Tap details. 3. Tap the private check box to select it. 4. Tap ok. Attaching notes in all basic applications except memo pad, you can attach a note to a record. A note can be up to s...

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    Chapter 4 page 73 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 82: Application-Specific Tasks

    Page 74 survey of basic applications 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. Scheduling an event a record in date book is called an “event.” an event can be any kind of activity that you associate ...

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    Chapter 4 page 75 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 7. 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...

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    Page 76 survey of basic applications to schedule an event for another day: 1. Select the date you want for the event by doing one of the following: ■ 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...

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    Chapter 4 page 77 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 ok, 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 no ev...

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    Page 78 survey of basic applications 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 ...

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    Chapter 4 page 79 alarm for untimed events : you can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the re...

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    Page 80 survey of basic applications 5. Enter a number that corresponds to how often you want the event to repeat on the every line. For example, if you select month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the ...

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    Chapter 4 page 81 to display the current time: ■ tap the date in the date bar to display the current time. After a few seconds, the date reappears. Working in week view : week view shows the calendar of your events for an entire week. This view lets you quickly review your appointments and available...

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    Page 82 survey of basic applications 3. Tap an event to show a description of the event. 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 sele...

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    Chapter 4 page 83 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...

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    Page 84 survey of basic applications date book menus, preferences, and display options date book menus are shown here for your reference, and date book features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu comman...

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    Chapter 4 page 85 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 times appear in...

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    Page 86 survey of basic applications preferences ■ start/end time. Define 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 sil...

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    Chapter 4 page 87 address book address book is the application in which you store name and address information about people or businesses. Creating an address book entry a record in address book is called an “entry.” you can create entries on your organizer, oryou can use palm desktop software to cr...

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    Page 88 survey of basic applications 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. 7. ...

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    Chapter 4 page 89 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 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 w...

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    Page 90 survey of basic applications see “using menus” in chapter 1 for information about choosing menu commands. The record and options menus differ depending on whether you’re displaying the address list screen or the address view screen. Record menus options menus preferences ■ remember last cate...

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    Chapter 4 page 91 rename custom fields these custom fields appear at the end of the address edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About address book shows version information for address book..

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    Page 92 survey of basic applications 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.” to create a to do list item: 1. Press the to do list application button on the front of your organizer to display the to do list. 2. Tap...

  • Page 101

    Chapter 4 page 93 to set the priority of a to do list item: 1. Tap the priority number on the left side of the to do list item. 2. Tap the priority number that you want to set (1 is most important). Checking off a to do list item you can check off a to do list item to remind you that you’ve complete...

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    Page 94 survey of basic applications 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 due date with any to do list item. You can also sort the items that appear in the list based on thei...

  • Page 103

    Chapter 4 page 95 to do show options the show options dialog box enables you to control the appearance of to do list. To change the show options settings: 1. In to do list, tap show. 2. Select any of the following settings: show completed items displays your completed items in the to do list. If you...

  • Page 104

    Page 96 survey of basic applications 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 opti...

  • Page 105

    Chapter 4 page 97 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.” to create a new memo: 1. Press the memo pad application button on the front of your organizer ...

  • Page 106

    Page 98 survey of basic applications 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 describe...

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    Chapter 4 page 99 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 define the sort order for memos. About memo pad shows version information for memo pad..

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    Page 100 survey of basic applications calculator the calculator includes several buttons to help you perform calculations. 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” calculati...

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    Chapter 4 page 101 3. After you finish reviewing the calculations, tap ok. Calculator menus calculator menus are shown here for your reference, and calculator features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu...

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    Page 102 survey of basic applications 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 ...

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    Chapter 4 page 103 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....

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    Page 104 survey of basic applications 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 dialo...

  • Page 113

    Chapter 4 page 105 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 ...

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    Page 106 survey of basic applications 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 ...

  • Page 115

    Chapter 4 page 107 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 v organizer package. The procedures in this section also assume that you have installed palm desktop softwar...

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    Page 108 survey of basic applications 5. Do one of the following: click print to display the expense report in the print preview window, and then click print in the microsoft excel window to print your expense report. Click create to display a microsoft excel spreadsheet contain- ing your expense da...

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    Chapter 4 page 109 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..

  • Page 118

    Page 110 survey of basic applications 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 rep...

  • Page 119

    Chapter 4 page 111 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 120

    Page 112 survey of basic applications.

  • Page 121: Chapter 5

    Chapter 5 page 113 chapter 5 communicating using your organizer the previous chapter described the features of your palm v™ 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, reply ...

  • Page 122

    Page 114 communicating using your organizer 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 f...

  • Page 123

    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. Tip: you can also choose custom from the hotsync menu in palm desktop software. 3. Select mail in the list box. 4. Click change. 5. Click one of...

  • Page 124

    Page 116 communicating using your organizer tip: to turn off mail, select do nothing and then select the set as default check box. To change your mail setup options: 1. Click the hotsync icon in the windows system tray. 2. Choose custom. Tip: you can also choose custom from the hotsync menu in palm ...

  • Page 125

    Chapter 5 page 117 to open an e-mail item: ■ tap an e-mail item to open it. 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 prov...

  • Page 126

    Page 118 communicating using your organizer 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 e...

  • Page 127

    Chapter 5 page 119 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 list to display it onscreen. 2. Tap reply. 3. Select whom you want to receive the reply: sender only, all recipients,...

  • Page 128

    Page 120 communicating using your organizer 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...

  • Page 129

    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 130

    Page 122 communicating using your organizer 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...

  • Page 131

    Chapter 5 page 123 3. 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 132

    Page 124 communicating using your organizer 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 als...

  • Page 133

    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 134

    Page 126 communicating using your organizer 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...

  • Page 135

    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 136

    Page 128 communicating using your organizer 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-mai...

  • Page 137

    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 138

    Page 130 communicating using your organizer 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 ex...

  • Page 139

    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 140

    Page 132 communicating using your organizer 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 infor...

  • Page 141

    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 142

    Page 134 communicating using your organizer 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 th...

  • Page 143

    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 144

    Page 136 communicating using your organizer 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 ...

  • Page 145: Beaming Information

    Chapter 5 page 137 beaming information your palm v 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 146

    Page 138 communicating using your organizer 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 appl...

  • Page 147: 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 palm™ desktop software or another pim such as microsoft outlook. To synchronize data, you must connect your palm v™ organizer ...

  • Page 148

    Page 140 advanced hotsync® operations 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 availabl...

  • Page 149

    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 150

    Page 142 advanced hotsync® operations customizing hotsync application settings for each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “conduit.” by default, a hotsync operation synchronizes all files between th...

  • Page 151

    Chapter 6 page 143 6. Click the direction in which you want to write data, or click do nothing to skip data transfer for an application. Note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync actions revert to their default settings. To u...

  • Page 152

    Page 144 advanced hotsync® operations 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 ...

  • Page 153

    Chapter 6 page 145 4. Click ok. 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. N...

  • Page 154

    Page 146 advanced hotsync® operations 5. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the dial prefix check box. Tip: you can enter a comma in the field to introduce a “pause” in the dialing sequence. 6. If the phone line you’re using for the organizer has cal...

  • Page 155

    Chapter 6 page 147 do not want to synchronize during a modem hotsync operation. The default setting is to synchronize all files. Note: applications that do not have a database (such as games) do not synchronize — even if you select the item in the conduit setup dialog box. 6. Tap ok. Performing a ho...

  • Page 156: Via A Network

    Page 148 advanced hotsync® operations conducting a hotsync operation via a network when you use the network hotsync software, you can take advantage of the lan and wan connectivity available in many office environments. The network hotsync software enables you to perform a hotsync operation by diali...

  • Page 157

    Chapter 6 page 149 2. From the hotsync manager menu, choose network. 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 yo...

  • Page 158: Using File Link

    Page 150 advanced hotsync® operations 5. Tap network. 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...

  • Page 159

    Chapter 6 page 151 5. Enter a name for the profile, and click ok. 6. Repeat steps 3 and 4 for each profile that you want to create, and then click ok to return to palm desktop software. 7. Select the profile from the user list and create the data for the profile (e.G., company phone list, etc.). To ...

  • Page 160

    Page 152 advanced hotsync® operations 4. Select the profile that you want to load on the organizer, and click ok. 5. Click yes to transfer all the profile data to the organizer. The next time you perform a hotsync operation, palm desktop software prompts you to assign a user name to the organizer..

  • Page 161: 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 v™ organizer. In the preferences screens, you can do the following: viewing preferences to open the preferences screens: 1. Tap the applications ...

  • Page 162: Buttons Preferences

    Page 154 setting preferences for your organizer 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 find that you seldom use to do list and often use expense, you can assign the to do l...

  • Page 163

    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 164: Digitizer Preferences

    Page 156 setting preferences for your organizer 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 v modem. Any changes that you make in the hotsync buttons ...

  • Page 165

    Chapter 7 page 157 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, time is expressed using a 12-hour clock with an am or pm suffix. All your organiz...

  • Page 166: General Preferences

    Page 158 setting preferences for your organizer 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 shuto...

  • Page 167

    Chapter 7 page 159 system, alarm, and game sounds your organizer uses a variety of sounds. The system, alarm, and game sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1. Tap the system sound pick list and select the sound le...

  • Page 168: Modem Preferences

    Page 160 setting preferences for your organizer modem preferences the modem preferences screen enables you to define the settings for a modem that is directly connected to your organizer. These settings are for applications that activate and use the modem. Note: you can purchase a palm v modem for u...

  • Page 169

    Chapter 7 page 161 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 170

    Page 162 setting preferences for your organizer 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. A...

  • Page 171

    Chapter 7 page 163 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 172

    Page 164 setting preferences for your organizer adding telephone settings when you select the phone field, your organizer opens a dialog box in which you define the telephone number you use to connect with your isp or dial-in server. In addition, you can also define a prefix, disable call waiting, a...

  • Page 173

    Chapter 7 page 165 to enter a prefix: 1. Tap the dial prefix check box to select it. 2. Enter the prefix. 3. Tap ok. 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 fea...

  • Page 174

    Page 166 setting preferences for your organizer using a calling card the use calling card field enables you to use your calling card when dialing your isp or intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card numbe...

  • Page 175

    Chapter 7 page 167 connecting to your service after you set your modem 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 connecting to an isp, you need a third-party application, such as a w...

  • Page 176

    Page 168 setting preferences for your organizer 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 additio...

  • Page 177

    Chapter 7 page 169 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 178

    Page 170 setting preferences for your organizer 5. Tap ok. 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 ide...

  • Page 179

    Chapter 7 page 171 creating a login script a login script is a series of commands, similar to an autoexec.Bat file, that automates logging into your isp. You can create login script files by selecting commands from the command pick list in the login script dialog. Some commands from the command pick...

  • Page 180

    Page 172 setting preferences for your organizer 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 l...

  • Page 181

    Chapter 7 page 173 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 182

    Page 174 setting preferences for your organizer to view the network log: 1. Tap options, and then tap view log. 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 th...

  • Page 183: Owner Preferences

    Chapter 7 page 175 owner preferences the owner preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your organizer. If you use the security application to turn off and lock your organizer with a password, information th...

  • Page 184: Shortcuts Preferences

    Page 176 setting preferences for your organizer shortcuts preferences the shortcuts preferences screen enables you to define abbreviations for entering text with graffiti strokes. This section describes how to create, edit, and delete a shortcut. See chapter 2 for more information on the use of shor...

  • Page 185

    Chapter 7 page 177 editing a shortcut after you create a shortcut, you can modify it at any time. To edit a shortcut: 1. Tap the shortcut you want to edit. 2. Tap edit. 3. Make the changes you want and tap ok. Deleting a shortcut if you no longer need a shortcut, you can delete it from the list of s...

  • Page 186

    Page 178 setting preferences for your organizer.

  • Page 187: Appendix A

    Appendix a page 179 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 188: Battery Considerations

    Page 180 maintaining your organizer battery considerations please note the following considerations for the battery in your organizer: ■ under normal conditions, your organizer battery should remain charged by placing it in the cradle for just a few minutes each day. You can conserve battery life by...

  • Page 189: Resetting Your Organizer

    Appendix a page 181 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 190

    Page 182 maintaining your organizer 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...

  • Page 191: Appendix B

    Appendix b page 183 appendix b frequently asked questions if you encounter a problem with your palm v™ organizer, do not call technical support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ the readme file and helpnotes located ...

  • Page 192: Operating Problems

    Page 184 frequently asked questions operating problems problem solution my organizer won’t turn on. Try each of these in turn: ■ press the contrast control button and adjust the contrast. ■ recharge the unit. If your organizer still does not operate, try a soft reset. See “resetting your organizer” ...

  • Page 193: Tapping and Writing Problems

    Appendix b page 185 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 194: Application Problems

    Page 186 frequently asked questions 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”...

  • Page 195: Hotsync Problems

    Appendix b page 187 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 tray to make sure the hotsync manager is running. If it is not, open palm desktop software. ■ click the hotsync manager, choose setup a...

  • Page 196

    Page 188 frequently asked questions 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 th...

  • Page 197

    Appendix b page 189 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 198

    Page 190 frequently asked questions i tried to do a modem hotsync operation, but it did not complete successfully. (continued) ■ make sure your modem resets before you try again. (turn off your modem, wait a minute, then turn it back on.) check the following on your organizer: ■ confirm that your mo...

  • Page 199: Beaming Problems

    Appendix b page 191 beaming problems recharging problems problem solution i cannot beam data to another palm computing ® connected organizer. ■ confirm that your organizer and the other palm v organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that ...

  • Page 200: Password Problems

    Page 192 frequently asked questions 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 de...

  • Page 201: Technical Support

    Appendix b page 193 technical support if, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and isolate the prob...

  • Page 202

    Page 194 frequently asked questions.

  • Page 203: Appendix C

    Appendix c page 195 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 204

    Page 196 creating a custom expense report 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 palm desktop software. These templates are...

  • Page 205

    Appendix c page 197 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 pal...

  • Page 206

    Page 198 creating a custom expense report 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 exp...

  • Page 207

    Appendix c page 199 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 208

    Page 200 creating a custom expense report 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 fi...

  • Page 209

    Appendix c page 201 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 210

    Page 202 creating a custom expense report 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 ...

  • Page 211

    Appendix c page 203 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 212

    Page 204 creating a custom expense report 15. Mark a section for prepaid expenses (yellow column). If a row in the map table is for prepaid (company paid) expenses, type a “yes” in the cell on that section’s row. Type “no” in all the cells of this column that do not pertain to prepaid expenses. 16. ...

  • Page 213: Expense File Details

    Appendix c page 205 expense file details the expense.Txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips shows the number of expense application categories, and lists each one followed by an “en...

  • Page 214

    Page 206 creating a custom expense report.

  • Page 215: Appendix D

    Appendix d page 207 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 216: Literal Characters

    Page 208 non-ascii characters for login scripts 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...

  • Page 217: Warranty and

    Page 209 warranty and other product information limited warranty hardware: palm computing, inc., a subsidiary of 3com corporation (collectively "3com"), warrants to the original end user ("customer") that this product will be free from defects in workmanship and materials, under normal use, for one ...

  • Page 218

    Page 210 year 2000 warranty: in addition to the hardware warranty and software war- ranty stated above, 3com warrants that the following date-data sensitive palm com- puting ® products, namely the pilot 1000, pilot 5000, palmpilot™ personal edition, palmpilot professional edition, and palm iii™ conn...

  • Page 219

    Page 211 products or parts shipped by customer to 3com must be sent prepaid and packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package. When an advance exchange is pro- vided and customer fails to return the ...

  • Page 220

    Page 212 limitation of liability: to the full extent allowed by law, 3com also excludes for itself and its suppliers any liability, whether based in contract or tort (including negligence), for incidental, consequential, indirect, special, or punitive damages of any kind, or for loss of revenue or p...

  • Page 221

    Page 213 the software is licensed to be used on any personal computer and/or any 3com prod- uct, provided that the software is used only in connection with 3com products. With respect to the desktop software, you may reproduce and provide one (1) copy of such software for each personal computer or 3...

  • Page 222

    Page 214 united states government legend: the software is commercial in nature and developed solely at private expense. The software is delivered as "commercial computer software" as defined in dfars 252.227-7014 (june 1995) or as a commercial item as defined in far 2.101(a) and as such is provided ...

  • Page 223

    Page 215 fcc statement this device complies with part 15 of the fcc rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. N...

  • Page 224

    Page 216.

  • Page 225: Index

    Index page 217 index a aba (address book archive file) 36 ac adapter for recharging battery 10 accented characters graffiti writing 32 onscreen keyboard 35 add-on applications 42–45 address book *if found call* entry 88 adding custom fields 91 archive files (.Aba) 36 business card for beaming 137 ca...

  • Page 226

    Page 218 index c calculator buttons explained 100 memory 100 opening 54 overview 53 recent calculations 54, 100 calibration 14, 156, 185 call waiting, disabling 146, 165 calling card, using in phone settings 146, 166 capital letters (graffiti writing) 29 caring for the organizer 179 categories appli...

  • Page 227

    Index page 219 d data entry. See entering data date book adding address book data to records 67–68 alarm 78 archive files (.Dba) 36 changing event time 78 changing event to untimed 77 conduit for synchronizing 142 conflicting events 82 continuous events 79–80 creating records 55, 74–78 day view 80 d...

  • Page 228

    Page 220 index importing from other applications 36–37 problems with 185 using graffiti writing 25–34 using the computer keyboard 35 using the onscreen keyboard 35 entries. See address book eudora 114 events. See date book excel, transferring expense data to 107–110 exchange 114 exchanging data. See...

  • Page 229

    Index page 221 online tips 19 hiding records 70 high priority e-mail filter 134 hotsync buttons preferences 156 conduits for synchronizing applications 142–143 customizing 142 defined 58 first-time operation 59–61, 150–152 for managing desktop e-mail 115–116 hotsync manager 59 linking to external fi...

  • Page 230

    Page 222 index 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 128 hotsync options 115–116 menus 136 openin...

  • Page 231

    Index page 223 user name 162 network hotsync operation 148 notes, attaching to records 72 numbers decimal point and thousands separator 157 graffiti writing 29 onscreen keyboard 15, 20, 35 o 1-2-3, for expense reports 204 onscreen keyboard 20, 35, 57 pen stroke to open 155 opening address book 51 ap...

  • Page 232

    Page 224 index q quattro pro, for expense reports 204 r range of times in day view 86 reading e-mail on organizer 116 receipts, recording in expense 103 receiving data. See beaming information recharging the battery 10, 158 records address book 87 beaming 137–138 choosing categories 61 creating 55 d...

  • Page 233

    Index page 225 predefined 34 using 33 showing dates in mail list 129 side channels for stylus and front cover 8 signature for e-mail 123–124 soft reset 181 sorting applications 40 e-mail items 129 records 69–70, 186 sounds. See alarm and system sounds starting applications 17 storing e-mail 126 styl...

  • Page 234

    Page 226 index u undoing actions 56 uninstalling desktop software 45 unresponsive organizer 184 unsent e-mail, editing 124 untimed events 74, 77, 79 updating data. See hotsync upgrading desktop software 4 user name for isp 162 identifying organizer 175 user profiles 150 v vendor for expense item 104...