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Palm V Handbook
Summary of V
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Handbook for the palm v ™ organizer 22866.
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Page 2 handbook for the palm v™ organizer copyright © 2000 franklin covey co. Printed in the u.S.A. All rights reserved. Reproduction, ad- aptation, or translation of this document is prohibited without prior written permission of franklin covey. What matters most, ascend and weekly compass are regi...
Page 3: Contents
Contents page 3 contents about this book ......................................................................................9 important information for upgraders automatic or manual installation of what matters most™ applications...............................................10 chapter 1: introdu...
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Page 4 contents chapter 3: managing your applications .............................................45 using the applications launcher..................................................... 45 selecting applications...................................................................... 45 switching betw...
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Contents page 5 calculator ........................................................................................109 expense............................................................................................111 chapter 5: communicating using your organizer ...........................123 m...
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Page 6 contents performing a network hotsync operation................................. 167 using file link .................................................................................. 167 creating a user profile...................................................................... 168 chapter...
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Contents page 7 resetting your organizer ..................................................................198 performing a soft reset ..................................................................198 performing a hard reset.................................................................199 app...
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Page 8 contents.
Page 9: About This Book
About this book page 9 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: What Matters Most
Page 10 important information for upgraders important information for upgraders if you are upgrading from ascend ® 97 or an earlier version of franklin planner™ software for windows® to either franklin planner tm software 7.2 or to the franklin planner tm for microsoft ® outlook tm , there are a few...
Page 11: Chapter 1
Chapter 1 page 11 chapter 1 introduction to your palm 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 franklin planner™ softw...
Page 12: System Requirements
Page 12 chapter 1 a word about franklin planner software franklin planner desktop software comes in two “flavors” — franklin planner tm software for windows ® (included in this package), and the franklin planner tm for microsoft ® outlook tm (sold separately). The instructions in this manual are des...
Page 13: Upgrade Information
Chapter 1 page 13 required for certain features „ 9600 baud or faster modem (28,800 baud recommended) „ internet smtp/pop3 or other mapi compliant messaging software (required to use e-mail) „ web browsing software such as netscape or internet explorer „ internet access „ windows-compatible printer ...
Page 14: Palm V Components
Page 14 chapter 1 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 use your organizer. See “us...
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Chapter 1 page 15 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. Do one of the following: to change the contrast in small incre...
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Page 16 chapter 1 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 infrared technology to transmit...
Page 17
Chapter 1 page 17 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 ...
Page 18: Recharging The Battery
Page 18 chapter 1 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 in the cradle for a few minute...
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Chapter 1 page 19 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. Franklin planner software for windows frankli...
Page 20: Tapping and Typing
Page 20 chapter 1 your data is always safe and up-to-date. See “exchanging and updating data: hotsync operations” in chapter 4. „ import and export data, so you can easily transfer data from other desktop applications into any of your main applications. See “importing data” in chapter 2. „ print you...
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Chapter 1 page 21 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 22: Opening Applications
Page 22 chapter 1 opening applications you can use the applications launcher to open any application installed on your organizer. You can also open the four main applications — date book, address book, to do list (or task list if you have reassigned the button), and memo pad — with the application b...
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Chapter 1 page 23 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 24: Using Menus
Page 24 chapter 1 using menus menus on your organizer are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in chapter 4. The edit menu is described in...
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Chapter 1 page 25 commands vary depending on which part of the application you’re currently using. For example, in memo pad, the menus are different for the memo list screen and the memo screen. Graffiti menu commands most menu commands have an equivalent graffiti command stroke, which is similar to...
Page 26: Four Ways to Enter Data
Page 26 chapter 1 note: command mode is only active for a short time, so you must tap an icon or write the command letter immediately to choose the menu command. Displaying online tips many of the dialog boxes that appear on your organizer contain an online tips icon in the upper-right corner. Onlin...
Page 27
Chapter 1 page 27 to enter data. After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “using the onscreen keyboard” in chapter 2 for more information. Note: you cannot enter graffiti characters while using the onscreen keyboard. Graffiti...
Page 28
Page 28 chapter 1 the franklin planner software cd-rom 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 ho...
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Chapter 1 page 29 if you already have data in a database on your computer, you can import it into franklin planner software. For information on how to do this, see your franklin planner software user’s manual. After the information is in your franklin planner software, perform a hotsync operation to...
Page 30: Customizing Your Organizer
Page 30 chapter 1 importing data if you already have data in a database on your computer, you can import it into franklin planner software. You can import data stored in computer applications such as spreadsheets and databases, or from another palm computing platform handheld. When you import data, ...
Page 31
Chapter 1 page 31 to set the current time: 1. Tap the set time box. 2. Tap the up or down arrows to change the hour. 3. Tap each number of the minute, and then tap the arrows to change them. 4. Tap am or pm. Note: your organizer can also display time based on a 24-hour clock. See “formats preference...
Page 32
Page 32 chapter 1.
Page 33: Chapter 2
Chapter 2 page 33 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...
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Page 34 chapter 2 „ most characters require only a single stroke. When you lift the stylus from the graffiti writing area, your organizer recognizes and displays the text character immediately. To accomplish single strokes, some graffiti strokes are portions of the regular alphabet equivalents. „ th...
Page 35: Graffiti Tips
Chapter 2 page 35 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your organizer recognizes your stroke immediately and...
Page 36: The Graffiti Alphabet
Page 36 chapter 2 the graffiti alphabet letter strokes letter strokes a n b o c p d q e r f s g t h u i v j w k x l y m z space back space carriage return period tap twice.
Page 37: Writing Capital Letters
Chapter 2 page 37 writing capital letters you make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the shift key on a keyboard — and then write the character strokes. Note: graffiti writing incl...
Page 38: Graffiti Numbers
Page 38 chapter 2 graffiti numbers writing punctuation marks graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the graffiti writing area. When you make this tap, you activate punctuation shift and a dot ap...
Page 39
Chapter 2 page 39 additional graffiti punctuation writing symbols and extended characters all symbols and extended characters begin with the stroke in the graffiti writing area of your organizer: when the symbol shift is active, a slanted shift symbol appears in the lower-right corner of the screen....
Page 40: Writing Accented Characters
Page 40 chapter 2 writing accented characters to create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.” a...
Page 41: Navigation Strokes
Chapter 2 page 41 navigation strokes in addition to character symbols, graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Graffiti shortcuts graffiti shortcuts make entering commonly used words or phrases quick and easy. Shortcuts are s...
Page 42: Using The Onscreen Keyboard
Page 42 chapter 2 your organizer includes the following predefined graffiti shortcuts: using the onscreen keyboard you can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter graffiti characters while using the onscreen keyboard. To use ...
Page 43: Using Your Computer Keyboard
Chapter 2 page 43 using your computer keyboard if you have a lot of data to enter, or prefer to use the computer keyboard, you can use franklin planner software to enter information. You can then perform a hotsync ® operation to synchronize the information on your computer with the information on yo...
Page 44
Page 44 chapter 2.
Page 45: Chapter 3
Chapter 3 page 45 chapter 3 managing your applications this chapter explains how to switch between applications on your palm 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...
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Page 46 chapter 3 to categorize an application: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap app, and then tap category. 4. Tap the pick list next to each application to select a category. Tip: to create a new category, tap edit categories from the pick list. Tap new, enter the categ...
Page 47: Choosing Preferences
Chapter 3 page 47 to change the applications launcher display: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap options, and then tap preferences. 4. Tap the view by pick list and select list. 5. Tap ok. To open the applications launcher to the last opened category: 1. Tap the applicatio...
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Page 48 chapter 3 installing and removing applications this section explains how to install and remove applications on your palm v organizer. Installing add-on applications your palm v organizer comes with the date book, address book, to do list, memo pad, expense, calculator, and mail applications ...
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Chapter 3 page 49 3. In the user drop-down list, select the name that corresponds to your organizer. 4. Click add. 5. Select the application(s) that you want to install on your organizer. 6. Click open. Note: review the list of applications you selected in the install tool dialog box. If you do not ...
Page 50: Installing Games
Page 50 chapter 3 installing games the cd-rom also includes several games that you can install with the install tool: „ giraffe „ hardball „ minehunt „ puzzle „ subhunt note: giraffe is a fun, easy way for you to practice graffiti ® writing. After you install and start a game, the instructions appea...
Page 51: Security
Chapter 3 page 51 6. Tap yes. 7. Tap done. Security your organizer comes with a security application so that unauthorized users cannot view the entries you wish to protect. In security, you can do the following: „ lock and turn off your organizer so that it does not operate until you enter the corre...
Page 52: Locking Your Organizer
Page 52 chapter 3 4. Tap ok. 5. Enter the same password a second time, and tap ok. 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 ...
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Chapter 3 page 53 synchronized data at the next hotsync operation. See “resetting your organizer” in appendix a for more information. 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 ...
Page 54
Page 54 chapter 3.
Page 55: Chapter 4
Chapter 4 page 55 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...
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Page 56 chapter 4 means of “capturing” information in the franklin covey time management system taught in the what matters most seminar. „ values . The values application can help you identify, clarify, and prioritize your governing values. „ roles . The roles application can help you identify your ...
Page 57: Date Book
Chapter 4 page 57 overview of basic applications date book date book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. Date book synchronizes with the appointment schedule in franklin planner software. In date book, you can do the following: „...
Page 58: Address Book
Page 58 chapter 4 address book address book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Address book synchronizes with the address and phone list in franklin planner software. In address book, you can do the following: „ quickl...
Page 59: To Do List
Chapter 4 page 59 to do list to do list is a convenient place to create reminders and prioritize the things that you have to do. Note : the to do list does not synchronize with franklin planner software. See note below. In to do list, you can do the following: „ make a quick and convenient list of t...
Page 60: Memo Pad
Page 60 chapter 4 memo pad memo pad provides a place to take notes that are not associated with records in date book, address book, or to do list. The memo pad synchronizes with notes in franklin planner software. In memo pad, you can do the following: „ take notes or write any kind of message on yo...
Page 61: Expense
Chapter 4 page 61 to open calculator: „ tap the calculator icon next to the graffiti ® writing area. Expense expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In expense, you can do the following: „ record dates, types of expenses, amou...
Page 62: Common Tasks
Page 62 chapter 4 common tasks the tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single date book event, address book entry, to do list item, memo pad memo, or expense item. Creating records you can use the following procedu...
Page 63
Chapter 4 page 63 entering text for information on how to enter text using graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see chapter 2. Edit menu the edit menu is available with any screen where you enter or edit text. In general, commands available in the edit ...
Page 64: Deleting Records
Page 64 chapter 4 deleting records to delete a record in any of the basic applications: 1. Select the record you want to delete. 2. Tap the menu icon . 3. Tap record, and then tap the delete command: date book: delete event address book: delete address to do list: delete item memo pad: delete memo e...
Page 65: Purging Records
Chapter 4 page 65 current repeating event, current and future events, or all instances of that event. Purging records over time, as you use date book, to do list, and expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred month...
Page 66
Page 66 chapter 4 exchanging and updating data: hotsync operations the hotsync process automatically synchronizes — that is, exchanges and updates — data between your organizer and franklin planner software. Changes you make on your organizer or franklin planner software appear in both places after ...
Page 67
Chapter 4 page 67 tip: the bottom edge of the organizer should align smoothly with the cradle when it is inserted properly. 2. If the hotsync manager is not running, start it: on the windows desktop, choose start, programs, franklin covey, palm connected organizer, hotsync manager. 3. Press the hots...
Page 68: Categorizing Records
Page 68 chapter 4 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 69
Chapter 4 page 69 system-defined and user-defined categories by default, your organizer includes system-defined categories, such as all and unfiled, and user-defined categories, such as business and personal. You cannot modify the system-defined categories, but you can rename and delete the user-def...
Page 70
Page 70 chapter 4 note: in the date book agenda view, the pick list is in the upper right of the to do list. 2. Select the category you want to view. The list screen now displays only the records assigned to that category. Tip: pressing an application button on the front panel of the organizer toggl...
Page 71
Chapter 4 page 71 4. Enter the name of the new category, and then tap ok. 5. Tap ok. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 2. Tap edit categories. 3. Select the category that you wa...
Page 72: Finding Records
Page 72 chapter 4 5. Tap ok. Tip: you can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the personal category to business, all records formerly in the personal category appear in the business category. Fin...
Page 73
Chapter 4 page 73 the list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “sands,” and writing “sm” scrolls further to “smith.” if you sort the list b...
Page 74
Page 74 chapter 4 as your organizer searches for the text, you can tap stop at any time. You may want to do this if the entry you want appears be- fore your organizer finishes the search. To continue the search after you tap stop, tap find more. 4. Tap the text that you want to review. Using phone l...
Page 75
Chapter 4 page 75 5. Tap add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone lookup tips write the graffiti command stroke “/l” to activate the phone lookup feature. You can also activate it in the following circums...
Page 76: Sorting Lists of Records
Page 76 chapter 4 4. Tap lookup. The attendees lookup screen displays all the names in your ad- dress book that have data in the company field. 5. Select the name you want to add, and then tap add. The name appears in the attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap done. 8. T...
Page 77: Making Records Private
Chapter 4 page 77 memo pad : 4. Do one of the following: address book : tap the setting you want. Memo pad : tap the sort by pick list and select alphabetic or manual. 5. Tap ok. To sort the memo list manually, tap and drag a memo to a new location in the list. Note: to make the list of your memos a...
Page 78
Page 78 chapter 4 to hide all private records: 1. Tap the applications icon . 2. Tap security. 3. Tap the current privacy pick list and select hide records. 4. Tap ok to confirm that you want to hide private records. To mask all private records: 1. Tap the applications icon . 2. Tap security. 3. Tap...
Page 79: Attaching Notes
Chapter 4 page 79 to display private records: 1. Do one of the following: tap a masked record. Tap the applications icon , tap security, then tap the cur- rent privacy pick list and select show records. If you do not have a password, hidden and masked records be- come visible. If you have a password...
Page 80: Choosing Fonts
Page 80 chapter 4 5. Enter your note. 6. Tap done. A small note icon appears at the right side of any item that has a note. To review or edit a note: 1. Tap the note icon . To delete a note: 1. Tap the note icon . 2. Tap delete. 3. Tap yes. Choosing fonts in all basic applications except expense, yo...
Page 81
Chapter 4 page 81 to change the font style: 1. Open an application. 2. Tap the menu icon . 3. Tap options, and then tap font. 4. Tap the font style you want to use. 5. Tap ok. Small font large font bold font tap here for small font tap here for large font tap here for bold font.
Page 82: Application-Specific Tasks
Page 82 chapter 4 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 with a day. You can...
Page 83
Chapter 4 page 83 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the set time dialog box. Tip: you can also open the set time dialog (to select a start time) by making sure no event is selected, and then writing a n...
Page 84
Page 84 chapter 4 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: if an event has the same start and end time, the time is only displayed once. To schedule an event for another day: 1. Select the date you ...
Page 85
Chapter 4 page 85 to schedule an untimed event: 1. Select the date that you want for the event as described in “to schedule an event for another day.” 2. Tap new. 3. Tap no time, so that no start or end times are defined for the new event. Tip: you can also create a new untimed event by making sure ...
Page 86
Page 86 chapter 4 rescheduling an event you can easily make changes to your schedule with your organizer. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap details. 3. To change the time, tap the time box and select a new time. 4. To change the date, tap the date box and select...
Page 87
Chapter 4 page 87 7. When the reminder message appears on screen, do one of the following: tap ok to permanently dismiss the reminder and return to the current screen. Tap snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap s...
Page 88
Page 88 chapter 4 to schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap details. 3. Tap the repeat box to open the change repeat dialog box. 4. Tap day, week, month, or year to set how often event repeats. For a continuous event, tap...
Page 89
Chapter 4 page 89 3. Tap record, and then tap delete event. 4. Do one of the following: tap current to delete only the current event item. Tap future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap all to delete all occurrenc...
Page 90
Page 90 chapter 4 changing the date book view in addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through day, week, month, and agenda views: „ press the date book application button rep...
Page 91
Chapter 4 page 91 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 selected for a new even...
Page 92
Page 92 chapter 4 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 93
Chapter 4 page 93 appointment in the agenda view, the day view appears so you can see more detailed information about the event. You can tap the check box next to a to do item to mark it as completed. When you tap on a to do item, your to do list appears. Note : at present, agenda view does not supp...
Page 94
Page 94 chapter 4 record menu options menu display options allows you to change date book’s appearance and which events display. ■ show time bars. Activates the time bars that appear in the day view. The time bars show the duration of an event and illustrate event conflicts..
Page 95
Chapter 4 page 95 „ 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 96: Address Book
Page 96 chapter 4 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 franklin planner software t...
Page 97
Chapter 4 page 97 4. Use the next field graffiti stroke to move to the first name field. Tip: you can also move to any field by tapping it directly. 5. Enter the person's first name in the first name field. 6. Enter the other information that you want to include in this entry. Note: as you enter let...
Page 98
Page 98 chapter 4 apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap edit. 3. Tap the pick list next to the label you want to change. 4. Select a new label. Changing address entry details the address entry details dia...
Page 99
Chapter 4 page 99 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 100
Page 100 chapter 4 options menus preferences „ remember last category. Determines how address book appears when you return to it from another application. If you select this check box, address book shows the last category you selected. If you clear it, address book displays the all category. Rename ...
Page 101: To Do List
Chapter 4 page 101 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.” important : remember, to do list does not synchronize with franklin planner software. However, the franklin covey task list does synchronize with franklin...
Page 102
Page 102 chapter 4 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 that you’ve completed...
Page 103
Chapter 4 page 103 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 104
Page 104 chapter 4 to do show options the show options dialog box enables you to control the appearance of to do list, and to do items in date book agenda view. To change the show options settings: 1. In to do list, tap show. 2. Select any of the following settings: show completed items displays you...
Page 105
Chapter 4 page 105 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 ...
Page 106: Memo Pad
Page 106 chapter 4 memo pad a memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your organizer. A record in memo pad is called a “memo.” note : the memo pad synchronizes with the notes feature in franklin planner software. To crea...
Page 107
Chapter 4 page 107 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 108
Page 108 chapter 4 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..
Page 109: Calculator
Chapter 4 page 109 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 rec...
Page 110
Page 110 chapter 4 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...
Page 111: Expense
Chapter 4 page 111 expense expense enables you to record the date, expense type, and the amount that you spent. A record in expense is called an “item.” you can sort your expense items into categories or add other information that you want to associate with the item. To create an expense item: 1. Ta...
Page 112
Page 112 chapter 4 tip: another quick way to create a new expense item is to make sure that no expense item is selected in the expense list, write the first letter(s) of the expense type, and then write the numerical amount of the expense item. This technique takes advantage of the automatic fill fe...
Page 113
Chapter 4 page 113 3. Select any of the following options: 4. Tap ok. Category see “categorizing records” earlier in this chapter. Type opens a pick list of expense types. Payment lets you choose the payment method used to pay the expense item. If the item is prepaid (such as airline tickets supplie...
Page 114
Page 114 chapter 4 customizing the currency pick list you can select the currencies and symbols that appear in the currency pick list. To customize the currency pick list: 1. Tap the currency pick list in the receipt details dialog box, and then select edit currencies. 2. Tap each currency pick list...
Page 115
Chapter 4 page 115 defining a custom currency symbol if the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the menu icon . 2. Tap options, and then tap custom currencies. 3. Tap one of t...
Page 116
Page 116 chapter 4 show options show options define the sort order and other settings that relate to your expense items. To open the show options dialog box: 1. In the expense list, tap show. 2. Select any of the options. 3. Tap ok. Transferring your data to microsoft excel after you enter your expe...
Page 117
Chapter 4 page 117 displaying the euro on your desktop computer at present, franklin planner software does not support display or printing of the euro currency symbol. Therefore, though you are able to see the euro symbol on your palm v, it is not represented accurately in franklin planner software....
Page 118
Page 118 chapter 4 creating or printing an expense report the expense application makes it quick and easy to view and print your expense data in a microsoft excel spreadsheet. To create or print an expense report: 1. Perform a hotsync operation to transfer your latest expense data to your computer. ...
Page 119
Chapter 4 page 119 changes, and save and print the file in the normal manner. Using expense report templates franklin planner 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 ....
Page 120
Page 120 chapter 4 if you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See appendix c for information on changing templates. To view your expense data using a microsoft excel template: 1. Display your ...
Page 121
Chapter 4 page 121 record menu options menu preferences „ use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the graffiti writing area. For example, if you write the letter “t,” it enters the “taxi” expense type. Writing “t” and then “e” enters “tel...
Page 122
Page 122 chapter 4.
Page 123: Chapter 5
Chapter 5 page 123 chapter 5 communicating using your organizer the previous chapter described the features of your palm 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 124
Page 124 chapter 5 in mail, you can do the following: „ view, delete, file, and reply to incoming mail. „ create outgoing e-mail items and drafts of e-mail items. „ create simple or complex filters, which allow you to decide the type of e-mail that your organizer retrieves from your desktop e-mail a...
Page 125
Chapter 5 page 125 to select hotsync options: 1. Click the hotsync icon in the windows system tray (bottom- right corner of the taskbar). 2. Choose custom. 3. Select mail in the list box. 4. Click change. 5. Click one of the following settings: note: changing the hotsync setting from the default aff...
Page 126: Viewing E-Mail Items
Page 126 chapter 5 4. Click change. 5. Modify your settings as needed, then click ok. Synchronizing mail with your e-mail application after you enable and configure mail, you need to perform a hotsync operation to synchronize mail with your desktop e-mail application. For a complete explanation of h...
Page 127: Creating E-Mail Items
Chapter 5 page 127 to close an e-mail item: „ tap done to close the e-mail item. Displaying full header information by default, mail displays abbreviated header information, which comprises only the from: and subj: fields. The full header provides complete information about the sender, receiver, and...
Page 128
Page 128 chapter 5 note: enter the address as if you were entering it from your desktop e-mail application. For example, network users sending an e-mail item to a user on the same network do not need to add internet information, such as @mycorp.Com. 3. To send a copy of this e-mail item to additiona...
Page 129: Looking Up An Address
Chapter 5 page 129 to reply to an e-mail item: 1. Tap an e-mail item in the message list to display it onscreen. 2. Tap reply. 3. Select whom you want to receive the reply: sender only, all recipients, or someone who didn’t see the original e-mail item (forward). 4. Select whether you want to includ...
Page 130
Page 130 chapter 5 4. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an additional letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “sanders,” and writi...
Page 131
Chapter 5 page 131 the priority and bcc settings are valid only for the current e-mail item and must be set for each item you create. Setting a priority to set a priority for your e-mail item: 1. In the new message screen, tap details. 2. Tap the priority pick list and select the priority you want. ...
Page 132
Page 132 chapter 5 3. Tap ok. Tip: your organizer can flag e-mail items with a specific priority only if your desktop e-mail application supports this feature. Sending a blind carbon copy to add a bcc field to your e-mail item: 1. In the new message screen, tap details. 2. Tap the bcc check box to s...
Page 133
Chapter 5 page 133 4. Tap ok. To add a signature to your e-mail item: 1. In the new message screen, tap details. 2. Tap the signature check box to select it and add your signature to the e-mail item. Note: the check box stays selected, so all subsequent e-mail items you create will also contain your...
Page 134: Editing Unsent E-Mail
Page 134 chapter 5 desktop e-mail application. E-mail created on your organizer is sent out the next time you send mail from your desktop e-mail application. To send e-mail: „ after you create an e-mail item, tap send. Editing unsent e-mail you can make changes to an e-mail that has not yet been sen...
Page 135: Draft E-Mail
Chapter 5 page 135 draft e-mail sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your organizer stores such e-mail items in the draft folder until you are ready to edit them again. Note: when you’re creating or ...
Page 136: Deleting E-Mail
Page 136 chapter 5 to file e-mail: 1. Open an e-mail item. 2. Tap the menu icon . 3. Tap message, and then tap file. 4. Tap no to save the e-mail item and move it to the filed folder, or tap yes to file the item and keep a copy in the inbox. To remove e-mail from the filed folder: 1. In the message ...
Page 137: Purging Deleted E-Mail
Chapter 5 page 137 to remove an e-mail item you created from the deleted folder: 1. In the message list, tap deleted 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. Note: after you display and modify the e-mail ite...
Page 138
Page 138 chapter 5 2. Select the folder you want to display in the message list screen. 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 sho...
Page 139: Hotsync Options
Chapter 5 page 139 3. Tap ok. Hotsync options hotsync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your organizer. You can define different settings for local and remote synchronization. For example, you may...
Page 140: Creating Special Filters
Page 140 chapter 5 4. Tap the filtering option you want to apply: 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 atta...
Page 141
Chapter 5 page 141 or retrieve certain e-mail items. Then, based on that decision, you must tell your organizer what it needs to look for in the to:, from:, and subj: fields to single out those e-mail items. To access the special filter settings: „ tap the filter box in the hotsync options dialog bo...
Page 142
Page 142 chapter 5 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 143
Chapter 5 page 143 filter that retrieves only e-mail items containing the string “info,” your organizer considers “info,” “rainforest” and “kinfolk” appropriate matches. To define a filter string: 1. Tap a header field in the hotsync options dialog box. 2. Enter your filter string, using commas or s...
Page 144: Truncating E-Mail Items
Page 144 chapter 5 to retrieve high-priority e-mail items: 1. Tap the filter box in the hotsync options dialog box. 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 ...
Page 145: Mail Menus
Chapter 5 page 145 tip: if you select the maximum setting, messages can be 8,000 characters; longer messages are truncated. If you select a lower value, you’ll have more room for e-mail items. 3. Tap ok. Mail menus mail menus are shown here for your reference, and mail features that are not explaine...
Page 146: Beaming Information
Page 146 chapter 5 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 147
Chapter 5 page 147 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 platform handhelds may be di...
Page 148
Page 148 chapter 5 4. Tap yes. Tips on beaming information „ you can press the address book application button for about two seconds to beam your business card. „ you can set the full-screen pen stroke to beam the current entry. See “pen preferences” in chapter 7 for more information. „ you can use ...
Page 149: Chapter 6
Chapter 6 page 149 chapter 6 advanced hotsync ® operations hotsync ® technology enables you to synchronize data between one or more palm computing ® platform handhelds and franklin planner™ software. To synchronize data, you must connect your palm v™ organizer and franklin planner software. You can ...
Page 150
Page 150 chapter 6 tip: if you’re not sure which option to use, keep the default setting: always available. 4. Click the local tab to display the settings for the connection between your computer and the organizer cradle, and adjust the following options as needed. Always available adds hotsync mana...
Page 151
Chapter 6 page 151 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 152
Page 152 chapter 6 in addition to the conduits for date book, address book, to do list, memo pad, and expense, hotsync manager includes system and install conduits. The system conduit backs up the system information stored on your organizer, including graffiti ® shortcuts. The install conduit instal...
Page 153: Ir Hotsync Operations
Chapter 6 page 153 thereafter, whatever you selected as the default setting is used when you click the default button in the custom dialog. 7. Click ok. 8. Repeat steps 4 through 7 to change conduit settings for other applications. 9. Click done to activate your settings. Ir hotsync operations your ...
Page 154
Page 154 chapter 6 into the operating system. Some versions of the macintosh imac also have built-in infrared communication. The following procedure explains how to find out if your windows 95 computer has an infrared driver installed. To check if your windows 95 computer supports infrared communica...
Page 155
Chapter 6 page 155 infrared port. Be sure to select an available communications port. Do not select the port that the hotsync manager currently uses. 10. Continue the rest of the installation using the defaults provided. If an alert appears telling you that there is a communication port conflict, cl...
Page 156: Configuring Hotsync Manager
Page 156 chapter 6 5. Deselect any other check boxes in the options tab. 6. Click apply and ok. 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...
Page 157
Chapter 6 page 157 to perform an ir hotsync operation: 1. In the applications launcher, tap the hotsync icon. 2. Tap local. 3. Tap the pick list below the hotsync icon and select ir to a pc/handheld. 4. Position the ir port of your organizer within a couple of inches of the infrared port of your com...
Page 158: For Multiple Users
Page 158 chapter 6 using hotsync with multiple users the franklin planner software that came with your palm v organizer is capable of handling multiple databases, thus, multiple users can manage their schedules on a single desktop computer. Also, hotsync manager is capable of “connecting” specific f...
Page 159
Chapter 6 page 159 4. From the list, select the name of your palm v organizer. If you want to specify a name other than one on the list, choose new and follow the prompts to set up a new user name. Click ok when finished. 5. Next, the user selection dialog box appears. This is where you select the f...
Page 160: Preparing Your Computer
Page 160 chapter 6 conducting a hotsync operation via modem you can use a modem to synchronize your organizer when you are away from your computer. Note: the first hotsync operation must be local, using the cradle. After that, you can perform a modem hotsync operation. To perform a hotsync operation...
Page 161: Preparing Your Organizer
Chapter 6 page 161 4. Click ok. Preparing your organizer there are a few steps you must perform to prepare your organizer for a modem hotsync operation. 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....
Page 162
Page 162 chapter 6 to prepare your organizer for a modem hotsync operation: 1. Tap the applications icon , then tap the hotsync icon . 2. Tap modem. 3. Tap the pick list below the icon and select a modem configuration. Note: if you need to create a configuration, tap the menu icon, then select optio...
Page 163
Chapter 6 page 163 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. 5. Enter the telephone number to access the modem connected to your computer. 6. If ne...
Page 164: Via A Network
Page 164 chapter 6 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 hotsync operation via a modem after you prepare your computer and your organizer, and select your conduit setup ...
Page 165
Chapter 6 page 165 connecting to your company’s dial-in server a network hotsync operation requires the following (consult your system administrator for assistance): „ your computer has tcp/ip support installed. „ both your company’s network system and its remote access server support tcp/ip. „ you ...
Page 166
Page 166 chapter 6 5. Click ok. 6. Put your organizer in the cradle and perform a hotsync operation. The hotsync operation records network information about your computer on your organizer. With this information, your organizer can locate your computer when you perform a hotsync operation over the n...
Page 167: Using File Link
Chapter 6 page 167 6. Tap done. 7. Tap the menu icon . 8. Tap options, then tap conduit setup. Follow the instructions in “selecting the conduits for a modem hotsync operation” earlier in this chapter. Performing a network hotsync operation after you prepare your computer and your organizer, and sel...
Page 168: Creating A User Profile
Page 168 chapter 6 you can stay informed about developments in this area by visiting our web site at the following address: http:\\www.Franklincovey.Com future release of the file link feature with the palm v will enable you to synchronize the address book and memo pad information on your palm v org...
Page 169
Chapter 6 page 169.
Page 170
Page 170 chapter 6.
Page 171: Chapter 7
Chapter 7 page 171 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 172: Buttons Preferences
Page 172 chapter 7 buttons preferences the buttons preferences screen enables you to associate different applications with the buttons on the front of the organizer. For example, if you want to use the franklin covey task list instead of the to do list, you can assign the task list to the to do list...
Page 173
Chapter 7 page 173 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 174: Hotsync Buttons Preferences
Page 174 chapter 7 hotsync buttons preferences the buttons preferences screen also enables you to associate different applications with the hotsync button on the cradle and the hotsync button on the optional palm v™ modem. Any changes that you make in the hotsync buttons dialog box become effective ...
Page 175: Country Default
Chapter 7 page 175 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 176: General Preferences
Page 176 chapter 7 general preferences the general preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your organizer. See chapter 1 for information on setting the time and date. Auto-off delay your organizer has an automatic shutoff feature that turns off the...
Page 177: Beam Receive
Chapter 7 page 177 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 178: Connection Preferences
Page 178 chapter 7 connection preferences the connection preferences screen enables you to define the settings used to perform different types of hotsync operations. The screen displays a list of available configurations that are ready to be further defined; the list varies depending on the kind of ...
Page 179: Sample Connection For Remote
Chapter 7 page 179 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 180
Page 180 chapter 7 7. Tap ok, and then tap ok again to save the configuration. After you create the configuration, you need to set up the hotsync manager of your desktop application and the hotsync application of your organizer to perform a modem hotsync operation. Network preferences and tcp/ip sof...
Page 181: Selecting A Service
Chapter 7 page 181 transmitted data. Visit the web site http://www.Palm.Com for information on third-party applications that take advantage of tcp/ip. Selecting a service use the service setting to select the service template for your internet service provider or a dial-in server. Service templates ...
Page 182: Entering A Password
Page 182 chapter 7 note: most dial-in servers do not accept spaces in the user name. Entering a password the password box identifies the password you use to log into your server or isp. Your entry in this field determines whether your organizer prompts you to enter a password each time you log into ...
Page 183: Adding Telephone Settings
Chapter 7 page 183 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 define a prefix, disable call ...
Page 184
Page 184 chapter 7 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 185: Connecting to Your Service
Chapter 7 page 185 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 number, you need to add commas at ...
Page 186
Page 186 chapter 7 to close a connection: „ tap disconnect to terminate the connection between your organizer and your service. Creating additional service templates you can create additional service templates from scratch or by duplicating existing templates and editing information. After you creat...
Page 187
Chapter 7 page 187 2. 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 timeout the idle timeout setting d...
Page 188
Page 188 chapter 7 dialog box, you enter each section separately. Each section of an ip address is made up of a number from 0 to 255; numbers are the only allowable characters in this field. Ask your internet service provider or system administrator for the correct primary or secondary dns ip number...
Page 189: Login Scripts
Chapter 7 page 189 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 of the first period then enter the first section of the ip address. Note: each section must be a number from 0...
Page 190
Page 190 chapter 7 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 create login scripts by selecting commands from the command pick list in the login script dialog. Some commands, suc...
Page 191: Plug-In Applications
Chapter 7 page 191 3. Repeat steps 2 and 3 until the login script is complete. 4. Tap ok. Plug-in applications you can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard prc application that you in...
Page 192: Deleting A Service Template
Page 192 chapter 7 os ® software, such as metrowerks codewarrior for palm computing platform. For additional information on creating plug-in applications, send e-mail to palm developer support at devsupp@palm.Com. Deleting a service template to delete a service template, use the delete command from ...
Page 193: Owner Preferences
Chapter 7 page 193 viewing the network log if viewing the expanded service connection progress messages does not give you enough information to find out why you cannot connect to your isp or dial-in server, take a look at the network log. The network log lists all of the communication that occurs be...
Page 194: Shortcuts Preferences
Page 194 chapter 7 if you assign a password with the security application, the information in the owner preferences screen cannot be changed. In this case, an unlock button appears at the bottom of the screen. To unlock the owner preferences screen: 1. Tap unlock. 2. Enter the password that you defi...
Page 195: Editing A Shortcut
Chapter 7 page 195 3. Tap the shortcut text area and enter the text that you want to appear when you write the shortcut characters. Tip: you may want to add a space (space character) after the last word in your shortcut text. This way, a space automatically follows the shortcut text. 4. Tap ok. Tip:...
Page 196
Page 196 chapter 7.
Page 197: Appendix A
Appendix a page 197 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 198 appendix a 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 minimizing the ...
Page 199: Performing A Hard Reset
Appendix a page 199 to perform a soft reset: „ use the reset tip tool, or the tip of an unfolded paper clip (or similar object without a sharp tip), to gently press the reset button inside the hole on the back panel of your organizer. Tip: the metal and plastic stylus that comes with your organizer ...
Page 200
Page 200 appendix a note: with a hard reset, the current date and time are retained. Formats preferences and other settings are restored to their factory default settings. To restore your data after a hard reset: 1. Click the hotsync icon in the windows system tray (bottom- right corner of the taskb...
Page 201: Appendix B
Appendix b page 201 appendix b frequently asked questions if you encounter a problem with your palm v™ organizer, do not call franklin covey technical support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: „ the readme file and hel...
Page 202: Operating Problems
Page 202 appendix b operating problems problem solution i don’t see anything on my organizer’s screen. Try each of these in turn: „ press the display 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 203: Tapping and Writing Problems
Appendix b page 203 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 204: Application Problems
Page 204 appendix b application problems problem solution i tapped the today button, but it does not show the correct date. Your organizer is not set to the current date. Make sure the set date box in the general preferences screen displays the current date. See “general preferences” in chapter 7 fo...
Page 205: Hotsync Problems
Appendix b page 205 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 it (start, programs, franklin covey, palm connected organiz...
Page 206
Page 206 appendix b i tried to do a local hotsync operation, but it did not complete successfully. Try each of these in turn: „ make sure hotsync manager is running. If hotsync manager is running, exit, and restart it. „ make sure you selected local from the hotsync manager menu. „ check the cable c...
Page 207
Appendix b page 207 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 208
Page 208 appendix b i tried to do a modem hotsync operation, but it did not complete successfully. (continued) check the following on your organizer: „ confirm that the telephone cable is securely attached to your modem. „ make sure the dialing instruction dials the correct phone number. „ if you ne...
Page 209
Appendix b page 209 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 210: Beaming Problems
Page 210 appendix b 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") apart, and that the ...
Page 211: Password Problems
Appendix b page 211 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 212: Technical Support
Page 212 appendix b technical support if, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, you can contact franklin covey technical support by telephone, e-mail, or fax. Before requesting support, please experiment a bit to reproduce and isolate th...
Page 213: Appendix C
Appendix c page 213 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 214
Page 214 appendix c customizing existing sample templates four sample expense report templates come with the expense application. These templates are stored in the template folder (normally c:\program files\franklin covey\planner\palm\ template). If the layout of one (or more) of these templates is ...
Page 215: Labels
Appendix c page 215 4. From the file menu, choose save as. 5. Click the save as type drop-down list and choose template (*.Xlt). 6. Navigate to the template folder (in the franklin planner software directory). Note: if you do not need to change the maptable.Xls file, save the template file with its ...
Page 216: Sections
Page 216 appendix c sections a section is an area of the report that has common formatting. It is common for an expense report to have more than one section. For example, the following sample expense report named sample3.Xlt contains several sections. Because your expense data maps to row and column...
Page 217
Appendix c page 217 perform the following before you begin a custom mapping table: „ print a copy of your custom expense report. Activate the row and column headings option in the sheet settings of the page setup command. This enables you to quickly determine the size of the section(s), as well as t...
Page 218
Page 218 appendix c 4. From the edit menu, choose copy. 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 ma...
Page 219
Appendix c page 219 you may add or delete rows as necessary so that the total number of rows corresponds to the number of sections in your custom expense report. To clear all of the existing settings in a row, click to select the row and press ctrl+delete. Name each row to correspond to a section of...
Page 220
Page 220 appendix c 11. Define the dates and intervals. The dates and intervals between dates appears in the light blue columns (14–17). In the date cell, enter the row or column number where all the date information will be placed. In the dates cell, enter the number of blank columns (or rows) sepa...
Page 221
Appendix c page 221 for these settings, simply enter the row or column number for the expense types that you want to appear in the section. Note that you can use a row or column number more than once. An example of this would be meals that encompass breakfast, lunch, dinner, and snacks. In the previ...
Page 222: Expense File Details
Page 222 appendix c 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 223: Appendix D
Appendix d page 223 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 224: Literal Characters
Page 224 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 225: Warranty, Regulatory, and
Page 225 warranty, regulatory, and other product information limited warranty franklin covey company warrants to the original consumer or other end-user purchas- er that this product is free from defects in materials and workmanship for a period of one year from the date of purchase. During the limi...
Page 226
Page 226 any other palm computing products. Any palm computing platform application supplied by palm computing, inc. That makes correct use of palm computing platform date and time functions will not have a problem transitioning to the year 2000. The date and time utilities for the palm comput- ing ...
Page 227: Fcc Statement
Page 227 exchange is provided and customer fails to return the original product or part to palm computing, inc. Within thirty (30) days from the date the warranty service authoriza- tion is issued, palm computing, inc. Will charge customer the then-current published catalogue price of such product o...
Page 228: Canadian Ices-003 Statement
Page 228 canadian ices-003 statement this class b digital apparatus meets all requirements of the canadian interference- causing equipment regulations. Cet appareil numérique de la classe b respecte toutes les exigences du réglement sur le matériel brouilleur du canada. Ce compliance statement this ...
Page 229
Page 229 varning eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikan- tens instruktion. Advarsel! Lithiumbatteri—eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske me...
Page 230
Page 230
Page 231: Index
Index page 231 index a ac adapter for recharging battery 18 accented characters graffiti writing 40 onscreen keyboard 42 add-on applications 48–51 address book *if found call* entry 97 adding custom fields 100 business card for beaming 146 categorizing records 69 conduit for synchronizing 152 creati...
Page 232
Page 232 index business card for beaming 146 buttons preferences 172 assign task list to a button 172 c calculator buttons explained 109 memory 109 opening 61 overview 60 recent calculations 60, 109 calibration 20, 174, 203 call waiting, disabling 163, 184 calling card, using in phone settings 163, ...
Page 233
Index page 233 custom currencies and symbols 115 expense reports 213–222 fields in address book 100 customizing. See preferences cutting text 63 cycling through views 57, 58, 59, 60 d daily record of events application 55 data entry. See entering data data files importing data from 43 date book addi...
Page 234
Page 234 index stylus to activate features 173 using the stylus 20 driver for infrared communication on windows 95 154 e editing records 62–64 unsent e-mail 134 e-mail addresses in address book 97, 99 looking up 129–130 e-mail items. See mail entering data 26–29, ??–30, 33–43 importing from other ap...
Page 235
Index page 235 applications included 29 file link not supported 167 importing data into 29 installing 29 user profile not supported 168 franklin planner software for windows included with palm v 12 franklin planner software. See desktop software front cover, inserting in a side channel 16 frozen org...
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Page 236 index onscreen 203 repeating event 88 idle timeout of isp or server connection 187 ignoring e-mail. See filters for e-mail import importing data into franklin planner software 29 importing data 30, 43 inbox 137 infrared connections 178 hotsync operations 156–157, 179–180 installing windows ...
Page 237
Index page 237 replying to e-mail 129 sending 133 showing dates 138 signature 130, 132–133 sorting 138 synchronizing 126 truncating 144 viewing e-mail 126 main applications 22 maintenance information 197 masking records 77 master task list application 55 memo pad adding address book data to records ...
Page 238
Page 238 index o 1-2-3, for expense reports 221 onscreen keyboard 26, 42, 64 pen stroke to open 173 opening address book 58 applications 22–23 calculator 61 date book 57 expense 61 mail 126 memo pad 60 to do list 59 outbox 133, 138 overlapping events 91 owner preferences 193 p palm install tool 10 p...
Page 239
Index page 239 receiving data. See beaming information recharging the battery 18, 176 records address book 96 beaming 146–147 choosing categories 68 creating 62 date book 82 defined 62 deleting 64, 88 displaying a category of 69 editing 62–64 expense 111 fonts 80 hiding private 51, 77 lost 204 maski...
Page 240
Page 240 index using 41 showing dates in mail list 138 side channels for stylus and front cover 16 signature for e-mail 132–133 simulated port for infrared communication 155 soft reset 198 sorting applications 46 e-mail items 138 records 76–77, 204 sounds. See alarm and system sounds starting applic...
Page 241
Index page 241 displaying owner’s name 193 power button 14 problems with 202 u undoing actions 63 unresponsive organizer 202 unsent e-mail, editing 134 untimed events 82, 85, 87 updating data. See hotsync upgrade important information for upgraders 10 upgrading desktop software 13 user name for isp ...