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Palm V Handbook
Summary of V
Page 1
Handbook for the palm v ™ organizer.
Page 2: Copyright
Page ii handbook for the palm v™ organizer copyright copyright © 1998-1999 3com corporation or its subsidiaries. All rights reserved. 3com, the 3com logo, graffiti, hotsync, palm computing, and palmconnect are registered trademarks, and the hotsync logo, more connected., palm, palm iii, palm v, 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? .......
Page 4
Page iv handbook for the palm v™ organizer chapter 3: managing your applications using the applications launcher..................................................... 37 selecting applications ..................................................................... 37 switching between applications .......
Page 5
Contents page v calculator .........................................................................................97 expense .............................................................................................99 chapter 5: communicating using your organizer managing desktop e-mail away fr...
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Page vi handbook for the palm v™ organizer chapter 7: setting preferences for your organizer viewing preferences......................................................................... 161 buttons preferences .......................................................................... 162 pen prefere...
Page 7
Contents page vii appendix b: frequently asked questions software installation problems........................................................195 operating problems ..........................................................................196 tapping and writing problems ..............................
Page 8
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 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 v organizer and the applications that come with it. It walks you through...
Page 10
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 organizer for the first time, and how to use hotsync ® technology to synchronize your organizer and palm™ desktop organizer ...
Page 12: System Requirements
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 95, windows 98, or windows nt 4.0 ■ ibm-compatible 486 computer or higher ■ 8 mb ram (memory) mini...
Page 13: To Upgrade:
Chapter 1 page 5 to upgrade: 1. Read the getting started guide for an overview of the complete installation process. 2. Synchronize your old organizer with your old palm desktop software. This ensures that the latest information from your organizer is on your desktop computer. 3. (optional) to ensur...
Page 14: Palm V Components
Page 6 introduction to your palm v™ organizer palm v components locating front panel controls contrast control button turns on the onscreen contrast control so you can adjust the screen for the clearest screen display as required by the lighting conditions or temperature of the environment where you...
Page 15: To Adjust The Contrast:
Chapter 1 page 7 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 increments, tap to the left or ...
Page 16: Side Channels
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...
Page 17: Note:
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...
Page 18: Recharging The Battery
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. Just place your organizer in the cradle for four hours for an initial charge before you use it. Then place it i...
Page 19
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 ...
Page 20
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...
Page 21
Chapter 1 page 13 using your organizer with another pim if you prefer to use another personal information manager (pim), such as microsoft outlook, you still need to install palm desktop software in order to add hotsync manager, the connection software, and other features of palm desktop software to...
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...
Page 23: Menu Bar
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...
Page 24: Opening Applications
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 ...
Page 25: Tip:
Chapter 1 page 17 tip: when you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your organizer first. In addition to providing a way for you to open applications, the applications launcher displays the current time, ...
Page 26: To Open The Menu Bar:
Page 18 introduction to your palm v™ organizer to open the menu bar: 1. Open an application (such as memo pad). 2. Tap the menu icon . 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. Ch...
Page 27: Note:
Chapter 1 page 19 to use the graffiti menu commands, the menu bar must be closed. 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 gra...
Page 28: Three Ways To Enter Data
Page 20 introduction to your palm v™ organizer three ways to enter data there are three ways to enter data into your organizer: ■ using the onscreen keyboard ■ using graffiti writing ■ entering or importing data in palm desktop software and then synchronizing with your organizer onscreen keyboard wh...
Page 29: Graffiti Writing
Chapter 1 page 21 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 palm desktop software cd-rom includes...
Page 30: Importing Data
Page 22 introduction to your palm v™ organizer using palm desktop software if you have new records you want to add to your organizer and prefer to use the computer keyboard rather than graffiti writing or the onscreen keyboard, enter the data in palm desktop software or the pim you have installed to...
Page 31: Customizing Your Organizer
Chapter 1 page 23 customizing your organizer you can customize your organizer by using the preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your or...
Page 32: To Set The Current Date:
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 by writing with the stylus in the graffiti ® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another applic...
Page 34: Note:
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...
Page 35: Important:
Chapter 2 page 27 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 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.
Page 37: Writing Capital Letters
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...
Page 38: Graffiti Numbers
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 ...
Page 39: Symbol
Chapter 2 page 31 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 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...
Page 41: Navigation Strokes
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...
Page 42: Note:
Page 34 entering data in your palm v™ organizer 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 ...
Page 43: Importing Data
Chapter 2 page 35 using your computer keyboard if you have a lot of data to enter, or prefer to use the computer keyboard, you can use palm™ desktop software or any supported pim to enter information. You can then perform a hotsync ® operation to synchronize the information on your computer with the...
Page 44
Page 36 entering data in your palm v™ organizer select all in the category box. Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the unfiled category. 4. From the...
Page 45: Chapter 3
Chapter 3 page 37 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. Using th...
Page 46: Tip:
Page 38 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 47: Choosing Preferences
Chapter 3 page 39 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: Note:
Page 40 managing your applications installing and removing applications this section explains how to install and remove applications on your organizer and how to remove palm™ desktop software from your computer. Installing add-on applications your organizer comes with the date book, address book, to...
Page 49: Tip:
Chapter 3 page 41 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..
Page 50: Note:
Page 42 managing your applications 4. In the user drop-down list, select the name that corresponds to your 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 bo...
Page 51: Removing Applications
Chapter 3 page 43 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 52: Security
Page 44 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...
Page 53: Locking Your Organizer
Chapter 3 page 45 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 54: Important:
Page 46 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 55: Chapter 4
Chapter 4 page 47 chapter 4 using your basic applications your palm v™ 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 applica...
Page 56: Date Book
Page 48 using your 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 spe...
Page 57: Address Book
Chapter 4 page 49 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...
Page 58: To Do List
Page 50 using your 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 dat...
Page 59: Memo Pad
Chapter 4 page 51 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 organizer. ■ drag and drop memos into popular computer applicati...
Page 60: To Open Calculator:
Page 52 using your basic applications 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, typ...
Page 61: Common Tasks
Chapter 4 page 53 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 62: Entering Text
Page 54 using your 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 av...
Page 63: Deleting Records
Chapter 4 page 55 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 64: Purging Records
Page 56 using your 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 mar...
Page 65: Important:
Chapter 4 page 57 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...
Page 66: Note:
Page 58 using your basic applications 2. If the hotsync manager is not running, start it: on the windows desktop, click start, and then choose programs. Navigate to the palm desktop software program group and choose hotsync manager. Alternatively, you can start the palm desktop software which automa...
Page 67: Categorizing Records
Chapter 4 page 59 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 68: Tip:
Page 60 using your basic applications 5. Select the category for the record. 6. Tap ok. 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 tha...
Page 69: To Define A New Category:
Chapter 4 page 61 to define a new category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap edit categories. 3. Tap new. 4. Enter the name of the new category, and then tap ok. 5. Tap ok. You can assign any of your records to the new category. Tap here.
Page 70: To Rename A Category:
Page 62 using your basic applications to rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap edit categories. 3. Select the category that you want to rename, and then tap rename. 4. Enter the new name for the category, and then tap ok. 5. Tap ok. Tip: you...
Page 71
Chapter 4 page 63 looking up address book records when working with address book, the scroll button on the front panel of the organizer makes it easy to navigate among your address entries. ■ in the address list screen, the scroll button moves up or down an entire screen of records. If you hold down...
Page 72: Using Find
Page 64 using your basic applications using find you can use find to locate any text that you specify, in any application. To use find: 1. Tap the find icon . Tip: if you select text in an application before you tap find, the selected text automatically appears in the find dialog box. 2. Enter the t...
Page 73: To Use Phone Lookup:
Chapter 4 page 65 to use phone lookup: 1. Display the record in which you want to insert a phone number. The record can be in date book, to do list, or memo pad. 2. Tap the menu icon . 3. Tap options, and then tap phone lookup. 4. Begin to spell the last name of the name you want to find. The list s...
Page 74
Page 66 using your basic applications looking up names to add to expense records in expense, lookup displays the names in your address book that have data in the company field. You can add these names to a list of attendees associated with an expense record. To add names to an expense record: 1. Tap...
Page 75: Sorting Lists Of Records
Chapter 4 page 67 sorting lists of records you can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: address book, to do list, memo pad, and expense. Note: you can also assign records to categories. See “categorizing rec...
Page 76: Note:
Page 68 using your basic applications to sort the memo list manually, tap and drag a memo to a new location in the list. Note: to make the list of your memos appear in palm desktop software as you manually sorted it on your organizer, open memo pad in palm desktop software and click list by. Then se...
Page 77: To Make A Record Private:
Chapter 4 page 69 to display private records: 1. Tap the applications icon . 2. Tap security. 3. Tap show. If you do not have a password, hidden records become visible. If you have a password, the show private records dialog box appears. Go to step 4. 4. Enter your password, and then tap show. To ma...
Page 78: Attaching Notes
Page 70 using your basic applications attaching notes in all basic applications except memo pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in date book, you can attach a note with directions to the location. To attach a n...
Page 79: Choosing Fonts
Chapter 4 page 71 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 80: Application-Specific Tasks
Page 72 using your 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...
Page 81: Tip:
Chapter 4 page 73 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...
Page 82: Tip:
Page 74 using your 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 mov...
Page 83: Tip:
Chapter 4 page 75 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...
Page 84: Rescheduling An Event
Page 76 using your 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...
Page 85
Chapter 4 page 77 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...
Page 86
Page 78 using your 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...
Page 87: To Display The Week View:
Chapter 4 page 79 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...
Page 88: Spotting Event Conflicts
Page 80 using your 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 sel...
Page 89: Working In Month View
Chapter 4 page 81 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 90: Record Menu
Page 82 using your 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 comma...
Page 91: Preferences
Chapter 4 page 83 ■ compress day view. Controls how times appear in the day view. When compress day view is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling. ■ month view setti...
Page 92: Address Book
Page 84 using your basic applications 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 de...
Page 93: Tip:
Chapter 4 page 85 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. Tap the scroll arro...
Page 94: Show In List
Page 86 using your basic applications 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...
Page 95: Address Book Menus
Chapter 4 page 87 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 depe...
Page 96: Rename Custom
Page 88 using your basic applications 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...
Page 97: To Do List
Chapter 4 page 89 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 new. 3. Enter the ...
Page 98
Page 90 using your basic applications 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 indicate th...
Page 99: Setting A Due Date
Chapter 4 page 91 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 their due date. To set ...
Page 100: To Do Show Options
Page 92 using your basic applications 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 th...
Page 101: To Do List Menus
Chapter 4 page 93 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 show due d...
Page 102: Memo Pad
Page 94 using your basic applications 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 fron...
Page 103: To Review A Memo:
Chapter 4 page 95 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 104: Go To Top of
Page 96 using your basic applications 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 informati...
Page 105: Calculator
Chapter 4 page 97 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” calculations. To display rece...
Page 106: Calculator Menus
Page 98 using your basic applications 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 ...
Page 107: Expense
Chapter 4 page 99 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. Tap...
Page 108: Tip:
Page 100 using your basic applications 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 aut...
Page 109: Category
Chapter 4 page 101 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 110
Page 102 using your basic applications 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 eac...
Page 111: Note:
Chapter 4 page 103 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 112: Show Options
Page 104 using your basic applications 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...
Page 113: Printing The Euro
Chapter 4 page 105 displaying the euro on your desktop computer when you perform a hotsync operation, the euro symbol is transferred to your desktop application like any other piece of data on your organizer. The symbol appears in your desktop application, however, only if you are using fonts that s...
Page 114: Note:
Page 106 using your basic applications 2. Click expense in palm desktop software to open microsoft excel and the expense report configuration dialog box. Note: if you launch expense from the start menu instead of palm desktop software, you must first choose your organizer user name. 3. Click the exp...
Page 115
Chapter 4 page 107 using expense report templates palm desktop software 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 palm desktop s...
Page 116: Note:
Page 108 using your 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 re...
Page 117: Options Menu
Chapter 4 page 109 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 118
Page 110 using your basic applications.
Page 119: Chapter 5
Chapter 5 page 111 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 120: Note:
Page 112 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 121: Tip:
Chapter 5 page 113 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 122: Tip:
Page 114 communicating using your organizer 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 desktop software. 3. Select mail in the list box. 4. Click change. 5. Modify your setti...
Page 123: To Open An E-Mail Item:
Chapter 5 page 115 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 124: To Create An E-Mail Item:
Page 116 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 125: Tip:
Chapter 5 page 117 tip: if the address, cc, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “to:”) to expand that field. Tap the done button to return to the new message screen. To reply to an e-mail item: 1. Tap an e-mail item in the message ...
Page 126: Looking Up An Address
Page 118 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 127: Note:
Chapter 5 page 119 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 128: Setting A Priority
Page 120 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 129: To Create A Signature:
Chapter 5 page 121 4. Tap the bcc: field and enter an address. Adding a signature to your e-mail item a signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other ...
Page 130: Note:
Page 122 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 131: Draft E-Mail
Chapter 5 page 123 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 132: Filing E-Mail
Page 124 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 133: Tip:
Chapter 5 page 125 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 134: Purging Deleted E-Mail
Page 126 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 135: Date Column
Chapter 5 page 127 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 136: Hotsync Options
Page 128 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 137: Note:
Chapter 5 page 129 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 138: Ignore
Page 130 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 139: Defining Filter Strings
Chapter 5 page 131 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 140: High-Priority E-Mail
Page 132 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 141: Note:
Chapter 5 page 133 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 142: Mail Menus
Page 134 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 143: Beaming Information
Chapter 5 page 135 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 144: Tip:
Page 136 communicating using your organizer tip: for best results, palm v 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 pla...
Page 145
Chapter 5 page 137 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 the graffiti...
Page 146
Page 138 communicating using your organizer.
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 ® platform handhelds and palm™ desktop software or another pim such as microsoft outlook. To synchronize data, you must connect your palm v™ organizer an...
Page 148: Tip:
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: Serial Port
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: Tip:
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: Note:
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: Ir Hotsync Operations
Page 144 advanced hotsync® operations ir hotsync operations your organizer is equipped with an infrared (ir) port that supports the ircomm implementation of the standards for infrared communication established by the infrared data association (irda). This means that not only can you beam data to ano...
Page 153: Note:
Chapter 6 page 145 3. In the control panel, look for the infrared icon. If the icon is there, your computer is enabled for infrared communication. If it isn’t there, you need to install an infrared driver. Note: if you have an external infrared device attached to your computer, a driver is probably ...
Page 154
Page 146 advanced hotsync® operations to check the ports used for infrared communication: 1. In the windows taskbar, click start, choose settings, and then choose control panel. 2. Double-click infrared. 3. Click the options tab. 4. Select enable infrared communication. The com port displayed in the...
Page 155: Configuring Hotsync Manager
Chapter 6 page 147 configuring hotsync manager for infrared communication next, you need to go to the hotsync manager and specify the simulated port used for infrared communication. To configure hotsync manager for infrared communication: 1. Click the hotsync manager icon in the windows system tray....
Page 156
Page 148 advanced hotsync® operations 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...
Page 157: Note:
Chapter 6 page 149 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 158: Serial Port
Page 150 advanced hotsync® operations 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 ...
Page 159: Preparing Your Organizer
Chapter 6 page 151 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 160: Note:
Page 152 advanced hotsync® operations 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...
Page 161: Note:
Chapter 6 page 153 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 162: Via A Network
Page 154 advanced hotsync® operations 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 d...
Page 163
Chapter 6 page 155 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. Put your organizer in the cradle and perform a hotsync operation. The hotsync operation records network in...
Page 164: Note:
Page 156 advanced hotsync® operations 6. Tap ok. 7. Tap select service. 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...
Page 165: Using File Link
Chapter 6 page 157 performing a network hotsync operation after you prepare your computer and your organizer, and select your conduit setup options, you are ready to perform a network hotsync operation. To perform a network hotsync operation: ■ tap the modem hotsync icon to begin the operation. Usin...
Page 166: Creating A User Profile
Page 158 advanced hotsync® operations creating a user profile if you use the file link feature to configure several palm computing platform handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the dat...
Page 167
Chapter 6 page 159 to use a profile for the first-time hotsync operation: 1. Place the new organizer in the cradle. 2. Press the hotsync button on the cradle. 3. Click profiles. 4. Select the profile you want to load on the organizer, and click ok. 5. Click yes to transfer all the profile data to th...
Page 168
Page 160 advanced hotsync® operations.
Page 169: Chapter 7
Chapter 7 page 161 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 170: Buttons Preferences
Page 162 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 171: Backlight
Chapter 7 page 163 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 172: Hotsync Buttons Preferences
Page 164 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 173: Country Default
Chapter 7 page 165 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 174: General Preferences
Page 166 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 175: Note:
Chapter 7 page 167 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 176: Connection Preferences
Page 168 setting preferences for your organizer 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 var...
Page 177: Sample Connection For Remote
Chapter 7 page 169 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 178
Page 170 setting preferences for your organizer 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 d...
Page 179: Note:
Chapter 7 page 171 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 180: To Select A Service:
Page 172 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 181: Entering A Password
Chapter 7 page 173 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 182: Adding Telephone Settings
Page 174 setting preferences for your organizer 2. Tap the connection you want to use. 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 d...
Page 183: Entering A Prefix
Chapter 7 page 175 entering a prefix a prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1. Tap the dial prefix check box to select it. 2. Enter the pre...
Page 184: Note:
Page 176 setting preferences for your organizer 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 field enables you to use your calling card when dia...
Page 185: To Establish A Connection:
Chapter 7 page 177 to establish a connection: ■ tap connect to dial the current service and display the service connection progress messages. Tip: to see expanded service connection progress messages, press the lower half of the scroll button. To close a connection: ■ tap disconnect to terminate the...
Page 186: Note:
Page 178 setting preferences for your organizer 3. Tap the connection type pick list and select one of the following connection types: note: if you are not sure, try ppp; if that doesn’t work, ask your internet service provider or your system administrator for the correct connection type. Idle timeo...
Page 187: Tip:
Chapter 7 page 179 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 188: Note:
Page 180 setting preferences for your organizer to identify dynamic ip addressing: ■ tap the ip address check box to select it. To enter a permanent ip address: 1. Tap the ip address check box to deselect it and display a permanent ip address field below the check box. 2. Tap the space to the left o...
Page 189: Note:
Chapter 7 page 181 ■ in the login script dialog box on your organizer, accessed from the details dialog box in network preferences note: you can also use non-ascii and literal characters in your login script. See appendix d for more information. Creating a login script on your organizer you can crea...
Page 190: Wait For
Page 182 setting preferences for your organizer 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap ok. Wait for tells your organizer to wait for specific characters from the tcp/ip server before executing the next command. Wait for prompt detects a challenge-response prompt coming fr...
Page 191: Plug-In Applications
Chapter 7 page 183 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 install on your organizer just like any other application. After you ins...
Page 192: Options Menu
Page 184 setting preferences for your organizer options menu tcp/ip troubleshooting if you are having a problem establishing a network connection using tcp/ip, check this section and try the suggestions listed. Displaying expanded service connection progress messages it’s helpful to identify at what...
Page 193: Owner Preferences
Chapter 7 page 185 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 194: Shortcuts Preferences
Page 186 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 195: Editing A Shortcut
Chapter 7 page 187 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 196
Page 188 setting preferences for your organizer.
Page 197: Appendix A
Appendix a page 189 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 198: Battery Considerations
Page 190 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 199: Resetting Your Organizer
Appendix a page 191 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 200: Performing A Hard Reset
Page 192 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 201: Note:
Appendix a page 193 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 202
Page 194 maintaining your organizer.
Page 203: Appendix B
Appendix b page 195 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 204: Operating Problems
Page 196 frequently asked questions operating problems problem solution i don’t see anything on my organizer’s screen. 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 “resetti...
Page 205: Tapping and Writing Problems
Appendix b page 197 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 206: Application Problems
Page 198 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 207: Hotsync Problems
Appendix b page 199 hotsync problems problem solution i cannot do a hotsync operation; what should i check to make sure i am doing it correctly? ■ check the windows system tray to make sure the hotsync manager is running. If it is not, open palm desktop software. ■ click the hotsync manager, choose ...
Page 208
Page 200 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 t...
Page 209
Appendix b page 201 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 210
Page 202 frequently asked questions 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 num...
Page 211
Appendix b page 203 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 212: Beaming Problems
Page 204 frequently asked questions beaming problems recharging problems problem solution i cannot beam data to another palm computing platform handheld. ■ confirm that your organizer and the other palm v organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apar...
Page 213: Password Problems
Appendix b page 205 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 214: Technical Support
Page 206 frequently asked questions 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 ...
Page 215: Appendix C
Appendix c page 207 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 216: Important:
Page 208 creating a custom expense report customizing existing sample templates four sample expense report templates come with palm desktop software. These templates are stored in the template folder (which is in the same folder as the palm desktop software application). If the layout of one (or mor...
Page 217: Note:
Appendix c page 209 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 palm desktop software directory). Note: if you do not need to change the maptable.Xls file, save the template file with its orig...
Page 218: Sections
Page 210 creating a custom expense report 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 ...
Page 219
Appendix c page 211 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 220: Note:
Page 212 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 221
Appendix c page 213 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 222: # of
Page 214 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 223
Appendix c page 215 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 224: Expense File Details
Page 216 creating a custom expense report 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 ...
Page 225: Appendix D
Appendix d page 217 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 226: Literal Characters
Page 218 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 227: Warranty and
Page 219 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 228
Page 220 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 229
Page 221 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 230
Page 222 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 231
Page 223 except as provided below, this license agreement does not grant you any rights to pat- ents, copyrights, trade secrets, trademarks, or any other rights in respect to the software. The software is licensed to be used on any personal computer and/or any 3com prod- uct, provided that the softw...
Page 232
Page 224 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 233: Fcc Statement
Page 225 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 234: Ctick Certification
Page 226 ctick certification the supplier code for ctick certification is n151. This is a class b product based on the standard of the voluntary control council for in- terference from information technology equipment (vcci). If this is used near a radio or television receiver in a domestic environm...
Page 235: Index
Index page 227 index a aba (address book archive file) 35 ac adapter for recharging battery 10 accented characters graffiti writing 32 onscreen keyboard 34 add-on applications 40–43 address book *if found call* entry 85 adding custom fields 88 archive files (.Aba) 35 business card for beaming 135 ca...
Page 236
Page 228 index c calculator buttons explained 97 memory 97 opening 52 overview 51 recent calculations 51, 97 calibration 14, 164, 197 call waiting, disabling 152, 175 calling card, using in phone settings 152, 176 capital letters (graffiti writing) 29 caring for the organizer 189 categories applicat...
Page 237
Index page 229 fields in address book 88 customizing. See preferences cutting text 54 cycling through views 48, 49, 50, 51 d data entry. See entering data date book adding address book data to records 65 alarm 76 archive files (.Dba) 35 changing event time 76 changing event to untimed 75 conduit for...
Page 238
Page 230 index e editing records 53–55 unsent e-mail 122 e-mail addresses in address book 85, 86 looking up 118–119 e-mail items. See mail entering data 20–22 importing from other applications 35–36 problems with 197 using graffiti writing 25–34 using the computer keyboard 35 using the onscreen keyb...
Page 239
Index page 231 numbers 29 online help 55, 162 problems using 197 punctuation marks 30 shortcuts for entering data 33, 186–187 symbols 31 tips 27 writing 25–34 writing area 7, 26 h hard reset 192 header information (e-mail) 115, 117 help graffiti 55 online tips 19 hiding records 68 high priority e-ma...
Page 240
Page 232 index k keyboard computer 35 onscreen 15, 34, 163 l letters font style 71 graffiti 25, 28 onscreen keyboard 34 list, in applications launcher 38 lithium-ion battery 10 locking the organizer with a password 45–46, 163, 185 login scripts 180–183, 217 looking up address book data to add to oth...
Page 241
Index page 233 command equivalents (graffiti writing) 18 date book 82 edit menu 54–55 expense 108 mail 134 memo pad 95, 98 menu bar 15, 18 network preferences 183 to do list 93 microsoft excel, transferring expense data to 104–108 exchange 112 outlook, connecting to 13, 199 windows nt 95, 98, 144 mo...
Page 242
Page 234 index phone settings for isp or dial-in server 174–176 pick lists 15 pim (personal information manager) using hotsync manager with 43 using with organizer 13 see also desktop software plug-in applications 183 ports ir on handheld 144 simulated for infrared communication 146 see also serial ...
Page 243
Index page 235 rescheduling events 76 resetting organizer hard reset 192 location of reset button 8, 191 soft reset 191 retrieving e-mail. See filters for e-mail s saving data 37, 53,55 draft e-mail 123 scheduling events 72–76 screen backlight 6 blank 196 calibrating 14, 164 caring for 189 contrast ...
Page 244
Page 236 index tapping 14, 197 tcp/ip 171, 184 tda (to do list archive file) 35 technical support 195, 206 templates for expense reports 107 text copying 54 cutting 54 entry. See entering data files, importing data from 35 fonts for 71 selecting all 54 thousands separator 165 time alarm setting 76 b...