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Palm Visor User Manual - Categorizing Records

Manual is about: Palm Visor Visor Pro: User Guide

Summary of Visor

  • Page 1

    Visor ™ handheld user guide macintosh edition.

  • Page 2

    Page 2 visor™ handheld user guide copyright copyright © 2001 handspring, inc. All rights reserved. Portions copyright © 1998-2001 palm, inc. Or its subsidiaries. All rights reserved. Handspring, springboard, visor, the handspring logo, and the springboard logo are trademarks of handspring, inc., and...

  • Page 3: Contents

    Page 3 contents about this guide ....................................................................................9 chapter 1: introduction to your visor™ handheld ...........................11 getting to know your handheld........................................................11 what is a visor...

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    Page 4 visor™ handheld user guide chapter 3: managing your applications .............................................49 using the applications launcher..................................................... 49 selecting applications ........................................................................

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    Page 5 sorting lists of records ........................................................................91 making records private ......................................................................92 hiding and masking private records ...........................................92 attaching notes ...

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    Page 6 visor™ handheld user guide memo pad menus ......................................................................... 141 calculator........................................................................................... 142 selecting the calculator mode ........................................

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    Page 7 chapter 8: advanced hotsync® operations ....................................193 selecting hotsync setup options.....................................................193 customizing hotsync application settings ...................................196 ir hotsync operations ..........................

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    Page 8 visor™ handheld user guide shortcuts preferences ...................................................................... 232 creating a shortcut ...................................................................... 232 editing a shortcut ..........................................................

  • Page 9: About This Guide

    Page 9 about this guide welcome to the visor™ handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It walks you through: ■ locating all the parts of ...

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    Page 10

  • Page 11: Chapter 1

    Chapter 1 page 11 chapter 1 introduction to your visor™ handheld this chapter explains the physical buttons and controls on your visor™ handheld computer, how to use your handheld for the first time, and how to use hotsync ® technology to synchronize your handheld and palm™ desktop software. Getting...

  • Page 12

    Page 12 introduction to your visor™ handheld system requirements to install and operate palm desktop software, your computer system must meet the following requirements: minimum requirements ■ mac os 8.5 or later (for usb cradle) --or-- mac os 7.53 or later (for serial cradle) ■ apple macintosh or c...

  • Page 13

    Chapter 1 page 13 to upgrade: 1. Synchronize your old handheld with your old palm desktop software. This ensures that the latest information from your handheld is on your desktop computer. 2. (optional) to ensure against any data loss, go to the folder that stores palm desktop software, copy your us...

  • Page 14

    Page 14 introduction to your visor™ handheld visor components locating front panel controls stylus serves as the writing instrument used to enter data in your handheld. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Handheld screen displays the applica...

  • Page 15

    Chapter 1 page 15 led indicator indicates the status of the battery as it charges. When your handheld is in the cradle, the led blinks while the battery charges and stays on after the battery is charged. When the silent alarm setting is active, the led blinks as an alarm notification. See “date book...

  • Page 16

    Page 16 introduction to your visor™ handheld using the backlight if you have difficulty seeing the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: ■ press the power button and hold it down for about two seconds. Release the button when th...

  • Page 17

    Chapter 1 page 17 locating back panel components springboard expansion slot protector slides in and out of the springboard expansion slot. You can replace the slot protector with a springboard expansion module to add features to your handheld. Ir port uses infrared technology to transmit data to and...

  • Page 18: Charging The Battery

    Page 18 introduction to your visor™ handheld charging the battery to use your handheld, you must connect the cradle and charge the battery. See “battery considerations” in appendix a for tips on extending the life of the battery. Connecting the cradle the cradle that comes with your handheld enables...

  • Page 19

    Chapter 1 page 19 note: if you are unsure about the exact location of the usb port or serial port on your computer, refer to the manual supplied with the computer. 3. Plug the ac adapter into a wall outlet. To charge the battery: 1. Connect the cradle as described in the previous steps. 2. Place you...

  • Page 20: Tapping And Typing

    Page 20 introduction to your visor™ handheld 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 handheld screen is the basic action to get things done on your handheld. The first time you start...

  • Page 21

    Chapter 1 page 21 elements of the handheld 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 th...

  • Page 22

    Page 22 introduction to your visor™ handheld opening applications you can use the applications launcher to open any application installed on your handheld. You can also open the four main applications — date book plus, address, to do list, and memo pad — with the application buttons on the front pan...

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    Chapter 1 page 23 to open an application: 1. Tap the applications icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all of your applications. Tip: to find an application quickly, you can write the graf...

  • Page 24

    Page 24 introduction to your visor™ handheld in this example, three menus are available: record, edit, and options. The record menu is selected and contains the commands new memo, delete memo, and beam memo. Choosing a menu after you open the menu bar for an application, tap the menu that contains t...

  • Page 25

    Chapter 1 page 25 to use the graffiti menu commands: 1. In the graffiti text area, draw a diagonal line from the lower left to upper right. The command toolbar appears for about four seconds. 2. Immediately write the corresponding command letter in the graffiti letter area. For example, to choose se...

  • Page 26

    Page 26 introduction to your visor™ handheld to display an online tip: 1. Tap the tips icon . 2. After you review the tip, tap done. Four ways to enter data there are four ways to enter data into your handheld: ■ using graffiti writing ■ using the onscreen keyboard ■ entering or importing data in pa...

  • Page 27

    Chapter 1 page 27 your handheld also includes giraffe, a game you can use to practice graffiti writing. See “installing and removing applications” in chapter 3 for installation instructions. The memo pad application is ideal for practicing graffiti writing. This section explains how to open memo pad...

  • Page 28

    Page 28 introduction to your visor™ handheld onscreen keyboard when you create or edit a record in an application such as address, you can open the onscreen alphabetic and numeric keyboards to enter data. After a keyboard is open, you can tap to open any of the other keyboards, including the interna...

  • Page 29

    Chapter 1 page 29 using palm desktop software if you have new records you want to add to your handheld and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in palm desktop software or the pim you have installed to use with your handheld. After the information is ...

  • Page 30: Customizing Your Handheld

    Page 30 introduction to your visor™ handheld customizing your handheld you can customize your handheld 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 soun...

  • Page 31

    Chapter 1 page 31 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. Palm desktop software palm desktop software includes the same main applications as your handheld: daily calendar (date book), contact list (addre...

  • Page 32

    Page 32 introduction to your visor™ handheld 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. Note: you must install the...

  • Page 33

    Chapter 1 page 33 installing a springboard module springboard expansion modules enable you to extend the functions of your handheld. To install a springboard module, simply remove the slot protector and insert the module in the springboard expansion slot until the connectors are secure..

  • Page 34

    Page 34 introduction to your visor™ handheld.

  • Page 35: Chapter 2

    Chapter 2 page 35 chapter 2 entering data in your handheld this chapter explains how to enter data into your visor™ handheld computer, by writing with the stylus in the graffiti ® writing area, by using the onscreen keyboard, by using the computer keyboard, by using an external keyboard, or by impor...

  • Page 36

    Page 36 entering data in your handheld ■ most characters require only a single stroke. When you lift the stylus from the graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some graffiti strokes are portions of the regular alphab...

  • Page 37

    Chapter 2 page 37 3. Position the stylus in the left-hand side of the graffiti writing area. 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 st...

  • Page 38

    Page 38 entering data in your handheld 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 39

    Chapter 2 page 39 writing capital letters you make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the shift key on a keyboard — and then write the character strokes. Note: graffiti writing incl...

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    Page 40 entering data in your handheld 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 punctuati...

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    Chapter 2 page 41 additional graffiti punctuation writing symbols and extended characters all symbols and extended characters begin with the stroke in the graffiti writing area of your handheld: when the symbol shift is active, a slanted shift symbol appears in the lower-right corner of the screen. ...

  • Page 42

    Page 42 entering data in your handheld 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 dr...

  • Page 43

    Chapter 2 page 43 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 44

    Page 44 entering data in your handheld your handheld 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 handheld. Note that you cannot enter graffiti characters while using the onscree...

  • Page 45: Importing Data

    Chapter 2 page 45 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 t...

  • Page 46

    Page 46 entering data in your handheld you can also import data from a filemaker pro database or a clarisworks database. In filemaker pro, be sure to export the database to the tab-separated text file type. In clarisworks, be sure to save the database in ascii text format and give it a different nam...

  • Page 47

    Chapter 2 page 47 using an external keyboard you can connect an optional keyboard accessory to the connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away f...

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    Page 48 entering data in your handheld.

  • Page 49: Chapter 3

    Chapter 3 page 49 chapter 3 managing your applications this chapter explains how to switch between applications on your visor™ handheld computer, 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. U...

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    Page 50 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 51

    Chapter 3 page 51 changing the applications launcher display by default, the applications launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the applications...

  • Page 52: Choosing Preferences

    Page 52 managing your applications choosing preferences you can set options that affect an entire application in the application’s preferences dialog box. To change preferences for an application: 1. Open an application. 2. Tap the menu icon . 3. Tap options, and then tap preferences. Note: not all ...

  • Page 53

    Chapter 3 page 53 note: any game or application that you install on your handheld resides in ram memory; you can delete them at any time. To install add-on software on your handheld: 1. Copy or download the application you want to install into the add- on folder in your palm folder on your computer....

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    Page 54 managing your applications.

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    Chapter 3 page 55 note: review the list of applications you selected in the install handheld files dialog box. If you do not want to install an application, select it, and then click remove from list. (this does not remove the application from your computer; it simply removes it from the list of app...

  • Page 56

    Page 56 managing your applications 5. Tap delete. 6. Tap yes. 7. Tap done. 8. Check the user in the palm desktop folder on your computer. If you find a prc file for the application you just removed, delete the prc file from the user folder. Tip: if you installed palm desktop software for the first t...

  • Page 57

    Chapter 3 page 57 removing palm desktop software removing palm desktop software also removes hotsync manager. If you remove this software from your computer, you cannot synchronize your data. So, we highly recommend leaving palm desktop software on your computer. To remove palm desktop software: 1. ...

  • Page 58: Security

    Page 58 managing your applications tip: if you installed the palm desktop software in a different folder, use the file selector to find the folder that contains these files. 10. Click remove palm and then click ok. 11. Restart your macintosh. Security your handheld comes with a security application ...

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    Chapter 3 page 59 assigning a password you can assign a password to protect your private records and to lock your handheld. To assign a password: 1. Tap the applications icon . 2. Tap the security icon . 3. Tap the password box. 4. Enter a password, and tap ok. 5. Enter the same password a second ti...

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    Page 60 managing your applications 3. Tap ok. 4. Do one of the following: to change the password, enter the new password, and tap ok. To delete the password, tap delete. Locking your handheld you can also lock your handheld so that you need to enter your password to operate it. Important: if you loc...

  • Page 61

    Chapter 3 page 61 recovering from a forgotten password if you did not activate the off & lock feature and you forget your password, you can delete the password from your handheld. Deleting a forgotten password also deletes all entries and files marked as private. Important: if you synchronize with y...

  • Page 62

    Page 62 managing your applications.

  • Page 63: Chapter 4

    Chapter 4 page 63 chapter 4 overview of basic applications this chapter briefly describes each application and how to open it. Your visor™ handheld computer includes these basic applications: ■ date book ■ date book plus ■ address ■ to do list ■ memo pad ■ calculator ■ citytime ■ expense.

  • Page 64: Date Book

    Page 64 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 specific time and date. ■ display...

  • Page 65: Date Book Plus

    Chapter 4 page 65 date book plus date book plus is an enhanced version of the date book application. In addition to all the standard date book features, it provides a variety of advanced views and functions. In date book plus, you can do the following: ■ view to do items in select calendar views. ■ ...

  • Page 66: Address

    Page 66 overview of basic applications address address enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In address, you can do the following: ■ quickly look up, enter, or duplicate names, addresses, phone numbers, and other informat...

  • Page 67: To Do List

    Chapter 4 page 67 to do list to do list is a convenient place to create reminders and prioritize the things that you have to do. In to do list, you can do the following: ■ make a quick and convenient list of things to do. ■ assign a priority level to each task. ■ assign a due date for any or all of ...

  • Page 68: Memo Pad

    Page 68 overview of basic applications memo pad memo pad provides a place to take notes that are not associated with records in date book, address, or to do list. In memo pad, you can do the following: ■ take notes or write any kind of message on your handheld. ■ drag and drop memos into popular com...

  • Page 69: Calculator

    Chapter 4 page 69 calculator calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations. In calculator, you can do the following: ■ select a view to perform specific types of calculations including: math, trigonometry,...

  • Page 70: Citytime

    Page 70 overview of basic applications citytime citytime helps you keep track of the time anywhere around the globe. In citytime, you can do the following: ■ select a home city as a point of reference. ■ display the day and time in four other cities simultaneously. ■ add a definition for any city th...

  • Page 71: Expense

    Chapter 4 page 71 expense expense lets you keep track of your expenses. In expense, you can do the following: ■ record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. ■ assign expense items to categories so that you can organize and...

  • Page 72

    Page 72 overview of basic applications.

  • Page 73: Chapter 5

    Chapter 5 page 73 chapter 5 common tasks this chapter provides instructions on how to do tasks that you can do in most or all of the basic applications. It’s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar....

  • Page 74: Editing Records

    Page 74 common tasks editing records after you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your handheld is in editing mode: ■ a blinking cursor ■ one or more edit lines entering text for information on how to enter text using graffiti wr...

  • Page 75

    Chapter 5 page 75 undo reverses the action of the last edit command. For example, if you used cut to remove text, undo restores the text you removed. Undo also reverses deletions done by using backspace. Cut removes the selected text and stores it temporarily in the memory of your handheld. You can ...

  • Page 76: Deleting Records

    Page 76 common tasks 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 and date book plus: delete event address: delete address to do list: delete item memo p...

  • Page 77: Purging Records

    Chapter 5 page 77 purging records over time, as you use date book or date book plus, 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 plus, and to do items that you marke...

  • Page 78: Hotsync Operations

    Page 78 common tasks exchanging and updating data: hotsync operations the hotsync process automatically synchronizes — that is, exchanges and updates — data between your handheld and desktop software. Changes you make on your handheld or desktop software appear in both places after a hotsync operati...

  • Page 79

    Chapter 5 page 79 to perform a local hotsync operation: 1. Insert your handheld into the cradle. 2. If the hotsync manager is not enabled, activate it: open palm desktop software, from the hotsync menu, choose setup. Click the hotsync controls tab and select the enabled option. 3. Press the hotsync ...

  • Page 80: Categorizing Records

    Page 80 common tasks the hotsync progress dialog box appears and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the hotsync process is complete, you can remove your handheld from the cradle. Categorizing records categorize records in the...

  • Page 81

    Chapter 5 page 81 system-defined and user-defined categories by default, your handheld 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-defi...

  • Page 82

    Page 82 common tasks to display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. 2. Select the category you want to view. The list screen now displays only the records assigned to that category. Tip: pressing an application button on the front panel ...

  • Page 83

    Chapter 5 page 83 4. Enter the name of the new category, and then tap ok. 5. Tap ok. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap edit categories. 3. Select the category that you want to re...

  • Page 84: Finding Records

    Page 84 common tasks 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. ...

  • Page 85

    Chapter 5 page 85 to use the look up line to find an address record: 1. Display the address list screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that sta...

  • Page 86

    Page 86 common tasks 4. Continue pressing the application buttons to narrow the list based on the second, third, forth, etc. Letters of the name. For example, to find the name jan vanderlin: a. Press the address button to see last names starting with m-z. B. Press the date book button to see last na...

  • Page 87

    Chapter 5 page 87 fast lookup tips ■ to start a new search, press the top scroll button. In scroll mode, you must exit and reenter fast lookup to begin a new search. ■ if the name you want is the only one that matches the ranges you selected, the address opens. ■ if you are using a springboard modul...

  • Page 88

    Page 88 common tasks as your handheld 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 handheld 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 ...

  • Page 89

    Chapter 5 page 89 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 90

    Page 90 common tasks looking up names to add to expense records in expense, lookup displays the names in your address list 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 the expense reco...

  • Page 91: Sorting Lists Of Records

    Chapter 5 page 91 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, to do list, memo pad, and expense. Note: you can also assign records to categories. See “categorizing records”...

  • Page 92: Making Records Private

    Page 92 common tasks making records private in all basic applications, except mail and expense, you can make individual records private. Private records remain visible and accessible, however, until you select the security setting to hide or mask all private records. See “security” in chapter 3 for ...

  • Page 93

    Chapter 5 page 93 to display all private records: 1. Tap the applications icon . 2. Tap security. 3. Tap the current privacy pick list. 4. Tap show records. If you do not have a password, private records become visible. If you have a password, the show private records dialog box appears. Enter your ...

  • Page 94

    Page 94 common tasks to display all private records in a specific application: 1. Open the application in which you want to display the records. 2. Tap the menu icon . 3. Tap options, and then tap security. 4. Tap the current privacy pick list. 5. Tap show records. 6. Tap ok..

  • Page 95: Attaching Notes

    Chapter 5 page 95 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 plus, you can attach a note with directions to the location. To attach a note to a record...

  • Page 96: Choosing Fonts

    Page 96 common tasks 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 f...

  • Page 97: Chapter 6

    Chapter 6 page 97 chapter 6 application specific tasks this chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications: ■ date book ■ date book plus ■ address ■ to do list ■ memo pad ■ calculator ■ citytime ■ expense.

  • Page 98: Date Book

    Page 98 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 enter a n...

  • Page 99

    Chapter 6 page 99 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 select a start time) by making sure no event is selected, and then writing a n...

  • Page 100

    Page 100 application specific tasks to schedule an event for another day: 1. Select the date you want for the event by doing one of the following: ■ tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the previous week or next week scroll arrows to move ...

  • Page 101

    Chapter 6 page 101 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 e...

  • Page 102

    Page 102 application specific tasks rescheduling an event you can easily make changes to your schedule with your handheld. 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 da...

  • Page 103

    Chapter 6 page 103 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 r...

  • Page 104

    Page 104 application specific tasks 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 day. 5. Enter a number that corresponds to how often you want the event to repeat on the every line. For exampl...

  • Page 105

    Chapter 6 page 105 current . Changes or deletes only the current instance of the re- peating event. Future. Changes or deletes the current event and all future oc- currences of this event. All. Changes or deletes all past, current, and future occurrences of this event. Considerations for repeating o...

  • Page 106

    Page 106 application specific tasks changing the date book view in addition to displaying the calendar for a specific day, you can also display a whole week or month, as well as the current time. Note: the date book plus application includes additional calendar views and extended features. You can s...

  • Page 107

    Chapter 6 page 107 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 event...

  • Page 108

    Page 108 application specific tasks 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 i...

  • Page 109

    Chapter 6 page 109 tips for using agenda view ■ tap any appointment while in agenda view to display the day view of the appointment. ■ check off completed to do items in the agenda view, or click a description of an item to go directly into the to do list application. Spotting event conflicts with t...

  • Page 110

    Page 110 application specific tasks date book menus date book menus are shown here for your reference, and date book features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Record menu options menu day v...

  • Page 111

    Chapter 6 page 111 display options enables you to change date book’s appearance and which events display. ■ show time bars. Activates the time bars that appear in the day view. The time bars show the duration of an event and illustrate event conflicts. ■ compress day view . Controls how times appear...

  • Page 112

    Page 112 application specific tasks preferences ■ start/end time. Defines the start and end times for date book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ alarm preset. Automatically sets an alarm for each new event. The sil...

  • Page 113: Date Book Plus

    Chapter 6 page 113 date book plus in addition to all the standard date book features, date book plus provides three extra views: week view with text, year view, and list view. Date book plus also includes useful features such as floating events, to do list integration, the daily journal, and templat...

  • Page 114

    Page 114 application specific tasks working in year view the year view shows an overview of your calendar for an entire year. Tips for using year view keep the following points in mind: ■ tap a day to display events for that day in the title bar. A minus sign indicates only one event is scheduled on...

  • Page 115

    Chapter 6 page 115 working in list view the list view is a text oriented view that is integrated with to do list. It displays a list of events and to do items for the selected week(s). Tips for using list view keep the following points in mind: ■ tap a line to select it. The start and end time displ...

  • Page 116

    Page 116 application specific tasks you can distinguish a floating event from an integrated to do item by the circle that appears next to the floating event (in place of the to do item priority number and check box). Floating events appear in alphabetical order at the top of the day view screen betw...

  • Page 117

    Chapter 6 page 117 working with to do items date book plus can create and display to do items. To do items appear in priority order at the top of the day view screen. To create to do items in date book plus: 1. Tap the day view button. 2. Tap new and select to do from the list. 3. Enter a descriptio...

  • Page 118

    Page 118 application specific tasks using the daily journal you can use the daily journal feature to record events as they occur. Events are recorded with automatic time-stamping as date book plus notes so they do not clutter your schedule. The daily journal is especially useful for tracking activit...

  • Page 119

    Chapter 6 page 119 using templates you can use templates to create a list of standard events. You can then select an event from this list and add it to your calendar. Since date book plus saves all the event attributes, including alarms and notes, templates can really save you time when entering rem...

  • Page 120

    Page 120 application specific tasks using snooze alarms when you set alarms in date book plus, the reminder & snooze dialog box appears in place of the standard reminder message. You can use this dialog box to reset the alarm to notify you in a specified period of time. Selecting the default date bo...

  • Page 121

    Chapter 6 page 121 record menu options menu new to do creates a new to do item and adds it to your date book plus and to do list database. Duplicate item creates a copy of the selected event and opens the details dialog box for the new event. Undelete from archive restores the last event you deleted...

  • Page 122

    Page 122 application specific tasks preferences ■ start/end time. Defines the start and end times for date book plus screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ event duration. Defines the default duration for new events. ■ w...

  • Page 123

    Chapter 6 page 123 display options ■ show time bars. Activates the time bars that appear in the day view. The time bars show the duration of an event and illustrate event conflicts ■ compress day view . Controls how times appear in the day view. When compress day view is off, all time slots display....

  • Page 124

    Page 124 application specific tasks alarm preferences ■ silent/sound. Sets whether an alarm tone sounds. The silent option blinks the led on the power button when an alarm would normally sound. ■ blink for. Sets how many minutes the led blinks for silent alarms. The choices are 1 minute, 3 minutes, ...

  • Page 125

    Chapter 6 page 125 to do preferences ■ show categories. Displays the to do items in the categories you select. ■ priorities displayed. Displays to do items with the selected priority level. The choices are 1 only, 1-2, 1-3, 1-4, and 1-5. ■ show priority. Displays the priority level for to do items. ...

  • Page 126

    Page 126 application specific tasks week preferences ■ time format. Defines the format of the time display. The choices are no time, 11p, 11:30p, 23, 23:30. ■ display to do. Defines where to do items will appear on the date book plus screen. The choices are top, bottom, and hide. ■ week start. Defin...

  • Page 127

    Chapter 6 page 127 month preferences ■ show timed events. Displays events that you assigned to a specific time. ■ show untimed events. Displays events that you assigned to a date, but did not assign to a specific time. ■ show daily repeating events. Displays events that repeat each day. ■ include we...

  • Page 128

    Page 128 application specific tasks list view preferences ■ date book. Determines which type of events appear in the list view display. The choices are: appt, float, done, alarms only, and repeat events only appear once. ■ to do. Determines which type of to do items appear in the list view display. ...

  • Page 129: Address

    Chapter 6 page 129 address address is the application in which you store name and address information about people or businesses. Creating an address entry a record in address is called an “entry.” you can create entries on your handheld, or you can use palm desktop software to create entries on you...

  • Page 130

    Page 130 application specific tasks 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. T...

  • Page 131

    Chapter 6 page 131 selecting types of phone numbers you can select the types of phone numbers or e-mail addresses that you associate with an address entry. Any changes you make apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to chan...

  • Page 132

    Page 132 application specific tasks address menus address menus are shown here for your reference, and address features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. The record and options menus differ ...

  • Page 133

    Chapter 6 page 133 preferences ■ remember last category. Determines how address appears when you return to it from another application. If you select this check box, address shows the last category you selected. If you clear it, address displays the all category. ■ enable fast lookup. Determines whe...

  • Page 134

    Page 134 application specific tasks ■ when dialing, add this code to 7 digit numbers. Inserts the area code you specify in front of 7- digit numbers before dialing. ■ always dial 1 in front of the area code. Inserts a 1 in front of 10-digit numbers before dialing. Rename custom fields these custom f...

  • Page 135: To Do List

    Chapter 6 page 135 to do list a to do 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 item: 1. Press the to do list application button on the front of your handheld to display the list of to do items. 2. Tap new. 3. Enter the t...

  • Page 136

    Page 136 application specific tasks to set the priority of a to do item: 1. Tap the priority number on the left side of the to do item. 2. Tap the priority number that you want to set (1 is most important). Checking off a to do item you can check off a to do item to indicate that you’ve completed it...

  • Page 137

    Chapter 6 page 137 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 item. You can also sort the items that appear in the list based on their due date. To set a du...

  • Page 138

    Page 138 application specific tasks to do show options the show options dialog box enables you to control the appearance of the to do list screen. To change the show options settings: 1. In to do list screen, tap show. 2. Select any of the following settings: show completed items displays your compl...

  • Page 139

    Chapter 6 page 139 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 guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Record menu options menu show due...

  • Page 140: Memo Pad

    Page 140 application specific tasks 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 handheld. A record in memo pad is called a “memo.” to create a new memo: 1. Press the memo pad application button on the front o...

  • Page 141

    Chapter 6 page 141 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 guide are described here. See “using menus” in chapter 1 for information about choosing menu command...

  • Page 142: Calculator

    Page 142 application specific tasks calculator calculator includes two operating modes: basic and advanced. In basic mode you can perform simple mathematical calculations. In advanced mode you can access scientific functions and perform sophisticated math calculations. This section explains how to s...

  • Page 143

    Chapter 6 page 143 displaying recent calculations the basic calculator’s recent calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the menu icon . 2. Tap options...

  • Page 144

    Page 144 application specific tasks using the advanced calculator buttons in addition to most of the basic calculator buttons, the primary buttons are available in all the advanced calculator views. The remaining buttons are available only in specific views. The information that follows provides an ...

  • Page 145

    Chapter 6 page 145 trigonometry buttons calculates the square root of the current number. Calculates the inverse of x to the y power. Calculates the common (base 10) logarithm. Calculates the natural (base e) logarithm. Displays the remainder of x/y . Displays the decimal portion of a decimal value....

  • Page 146

    Page 146 application specific tasks finance buttons finance buttons enable you to find an unknown variable value based on a group of known variable values. For example, to calculate the monthly payment for a 30-year home loan of $100,000 with an annual interest rate of 8%, you would enter the follow...

  • Page 147

    Chapter 6 page 147 stores the current number as the total number of payments over the life of the loan. Stores the current number as the annual percentage rate of interest. Stores the current number as the number of payments per year. Stores the current number as the initial loan amount. Stores the ...

  • Page 148

    Page 148 application specific tasks logic buttons statistics buttons shifts the value to the left and fills the new places with zeros. Enters d in a hexadecimal calculation. Enters e in a hexadecimal calculation. Enters f in a hexadecimal calculation. Calculates bit-by-bit commonalities between two ...

  • Page 149

    Chapter 6 page 149 weight/temp buttons calculates the square of the sum of the values in the statistics memory list. Opens the statistical data dialog box where you can view, edit, delete, and clear values in the statistics memory list. Displays the number of values in the statistics memory list. Ca...

  • Page 150

    Page 150 application specific tasks length buttons indicates the current value is entered in kilograms. When you tap this button after tapping another unit of measure, it converts the value to kilograms. Indicates the current value is entered in metric tons. When you tap this button after tapping an...

  • Page 151

    Chapter 6 page 151 area buttons indicates the current value is entered in centimeters. When you tap this button after tapping another unit of measure, it converts the value to centimeters. Indicates the current value is entered in meters. When you tap this button after tapping another unit of measur...

  • Page 152

    Page 152 application specific tasks volume buttons indicates the current value is entered in hectares. When you tap this button after tapping another unit of measure, it converts the value to hectares. Indicates the current value is entered in square kilometers. When you tap this button after tappin...

  • Page 153

    Chapter 6 page 153 creating a custom view you can modify any existing advanced calculator view to create your own view. While customizing a view, you can change the button names as well as the button definitions. To create a custom view: 1. From the advanced calculator screen, tap the menu icon . 2....

  • Page 154

    Page 154 application specific tasks calculator menus calculator menus are shown here for your reference, and calculator features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Options menus program menu ...

  • Page 155: Citytime

    Chapter 6 page 155 citytime citytime enables you to display the day and time in your home city and in four other cities around the globe. Whether you’re travelling or at home, now it’s easy to keep track of the best time to reach your business associates, friends, and family in far away places. Note...

  • Page 156

    Page 156 application specific tasks selecting remote cities in addition to your home city, you can display the day and time for four other cities anywhere around the globe. These other cities are called remote cities. To set your remote cities: 1. Tap a pick list in the lower part of the citytime sc...

  • Page 157

    Chapter 6 page 157 citytime menus citytime menus are shown here for your reference, and citytime features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Options menu utilities menu about citytime shows v...

  • Page 158: Expense

    Page 158 application specific tasks 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 ex...

  • Page 159

    Chapter 6 page 159 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. This technique takes advantage of the automatic fill feature. See “options menu” ...

  • Page 160

    Page 160 application specific tasks 3. Select any of the following options: 4. Tap ok. Customizing the currency pick list you can select the currencies and symbols that appear in the currency pick list. To customize the currency pick list: 1. Tap the currency pick list in the receipt details dialog ...

  • Page 161

    Chapter 6 page 161 2. Tap each currency pick list and select the country whose currency you want to display on that line. 3. Tap ok to close the select currencies dialog box. 4. Tap ok. Defining a custom currency symbol if the currency you want to use is not in the list of countries, you can create ...

  • Page 162

    Page 162 application specific tasks 5. Tap ok to close the currency properties dialog box. 6. Tap ok. Note: if you want to use your custom currency symbol as the default for all expense items, select the symbol in the preferences dialog box. If you want to use your custom currency symbol only for a ...

  • Page 163

    Chapter 6 page 163 expense menus expense menus are shown here for your reference, and expense features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Record menu options menu preferences ■ use automatic ...

  • Page 164

    Page 164 application specific tasks.

  • Page 165: Chapter 7

    Chapter 7 page 165 chapter 7 communicating using your handheld the previous chapter described the features of your visor™ handheld computer that help you stay organized. This chapter describes the features that help you stay connected. ■ managing desktop e-mail : using your handheld, you can read, r...

  • Page 166

    Page 166 communicating using your handheld 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 handheld retrieves fro...

  • Page 167

    Chapter 7 page 167 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 168

    Page 168 communicating using your handheld creating e-mail items you create e-mail items with your handheld the same way you create e-mail with your desktop e-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create orig...

  • Page 169

    Chapter 7 page 169 to create an e-mail item: 1. Tap new. Tip: you can also create an e-mail item by tapping new from the message menu. 2. Enter the e-mail address of the recipient. Note: enter the address as if you were entering it from your desktop e-mail application. For example, network users sen...

  • Page 170

    Page 170 communicating using your handheld 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-m...

  • Page 171

    Chapter 7 page 171 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 list. To look up an e-ma...

  • Page 172

    Page 172 communicating using your handheld 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 suppor...

  • Page 173

    Chapter 7 page 173 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 handheld can flag e-mail items with a specific priority only if your desktop e-mail applicatio...

  • Page 174

    Page 174 communicating using your handheld 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 select it. 3. Tap ok. 4. Tap the bcc: field and enter an address. Adding a signature to your e-mail item a signature c...

  • Page 175

    Chapter 7 page 175 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 176

    Page 176 communicating using your handheld storing e-mail to be sent later when you send e-mail from your handheld, it actually stores the e-mail in the outbox folder until the next time you synchronize your handheld with your computer. During synchronization, all e-mail stored in the outbox folder ...

  • Page 177

    Chapter 7 page 177 3. Tap edit. Draft e-mail sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your handheld stores such e-mail items in the draft folder until you are ready to edit them again. Note: when you’re ...

  • Page 178

    Page 178 communicating using your handheld 3. Tap edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap send to move the item to your outbox folder. Filing e-mail your handheld can store e-mail you receive or create in the filed folder. The contents of this folder do...

  • Page 179

    Chapter 7 page 179 deleting e-mail your handheld stores deleted e-mail in the deleted folder until you perform the next hotsync operation. If you delete an e-mail item from the handheld, it is also deleted from your desktop e-mail application when you perform the next hotsync operation. To delete e-...

  • Page 180

    Page 180 communicating using your handheld to purge the contents of the deleted folder: 1. Tap the menu icon . 2. Tap message, and then tap purge deleted. 3. Tap yes. Note: you cannot restore e-mail items after you purge them. Message list options message list options enable you to manage the way th...

  • Page 181

    Chapter 7 page 181 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 182

    Page 182 communicating using your handheld 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 handheld. You can define different settings for local and remote synchronization. For exam...

  • Page 183

    Chapter 7 page 183 note: the all setting does not mean that all information included in each e-mail item downloads to your handheld. Truncation settings (explained in a following section) for long e-mail items still apply. Also, mail never downloads any attachments to your handheld. The e-mail item ...

  • Page 184

    Page 184 communicating using your handheld 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 inform...

  • Page 185

    Chapter 7 page 185 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 handheld is looking for is called a filter string . You create a filter string by listing the words you want your hand...

  • Page 186

    Page 186 communicating using your handheld to define a filter string: 1. Tap a header field in the hotsync options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as and or or, between words in a string. 3. If your string exceeds the...

  • Page 187

    Chapter 7 page 187 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 188

    Page 188 communicating using your handheld mail menus mail menus are shown here for your reference, and mail features that are not explained elsewhere in this guide are described here. See “using menus” in chapter 1 for information about choosing menu commands. Message menus the message menu varies ...

  • Page 189: Beaming Information

    Chapter 7 page 189 beaming information your handheld is equipped with an ir (infrared) port that you can use to beam information to another palm os handheld that’s close by and also has an ir port. The ir port is located on the side of the handheld, behind the small dark shield. You can beam the fol...

  • Page 190

    Page 190 communicating using your handheld 5. Wait for the beam status dialog box to indicate that the transfer is complete before you continue working on your handheld. To beam an application: 1. Open the applications launcher. 2. Tap the menu icon . 3. Tap app, and then tap beam. 4. Tap the applic...

  • Page 191

    Chapter 7 page 191 tips on beaming information ■ you can press the address 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 9 for more information. ■ you can use the graffiti comm...

  • Page 192

    Page 192 communicating using your handheld.

  • Page 193: Chapter 8

    Chapter 8 page 193 chapter 8 advanced hotsync ® operations hotsync ® technology enables you to synchronize data between one or more palm os ® devices and palm™ desktop software. To synchronize data, you must connect your visor™ handheld computer and palm desktop software either directly, by placing ...

  • Page 194

    Page 194 advanced hotsync® operations tip: if you’re not sure which options to use, keep the default settings: enabled and enable hotsync software at system startup. 4. Click the serial port settings tab to display the settings for the connection between your computer and the handheld cradle, and ad...

  • Page 195

    Chapter 8 page 195 5. Close the hotsync software setup dialog box. Check for a connection using determines the method used to synchronize your handheld and your desktop applications: ■ local setup . Synchronizes while your handheld is in the cradle connected to your computer. Indicate which serial p...

  • Page 196

    Page 196 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 197: Ir Hotsync Operations

    Chapter 8 page 197 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 198

    Page 198 advanced hotsync® operations desktop computers are likely to require an infrared device attached to a physical com port. Laptops are likely to have a built-in ir port. Your computer must also have an installed infrared driver. Does your computer support infrared communication? Check the doc...

  • Page 199

    Chapter 8 page 199 performing an ir hotsync operation after you complete the steps to prepare for an ir hotsync operation it is easy to perform the actual operation. To perform an ir hotsync operation: 1. Tap the applications icon . 2. Tap the hotsync icon . 3. Tap local. 4. Tap the pick list below ...

  • Page 200

    Page 200 advanced hotsync® operations the next time you want to perform a hotsync operation just press the hotsync button on the cradle. You can leave the hotsync application on your handheld set to perform ir hotsync operations and still use the cradle. This is useful if you perform hotsync operati...

  • Page 201

    Chapter 8 page 201 6. Under check for handheld connection using, select modem setup. 7. Under modem setup, adjust the following options as needed: 8. Close the hotsync software setup dialog box. Modem identifies the modem type or manufacturer. Refer to your modem manual or face plate for its type or...

  • Page 202

    Page 202 advanced hotsync® operations preparing your handheld there are a few steps you must perform to prepare your handheld for a modem hotsync operation. To prepare your handheld for a modem hotsync operation: 1. Tap the applications icon . 2. Tap the hotsync icon . 3. Tap modem. 4. Tap the pick ...

  • Page 203

    Chapter 8 page 203 8. If the phone line you’re using for the handheld has call waiting, select the disable call waiting check box to avoid an interruption during the modem hotsync operation. 9. If you want to use a calling card to place the call, select the check box and enter the calling card numbe...

  • Page 204: Creating A User Profile

    Page 204 advanced hotsync® operations performing a hotsync operation via a modem after you prepare your computer and your handheld, and select your conduit setup options, you are ready to perform a modem hotsync operation. To perform a modem hotsync operation: 1. Tap the applications icon . 2. Tap t...

  • Page 205

    Chapter 8 page 205 3. Click new profile. 4. Enter the name of the profile and click ok. 5. Close the users dialog box. 6. From the user pop-up menu, choose the profile name and create the data for the profile (e.G., company phone list, etc.). To use a profile for the first-time hotsync operation: 1....

  • Page 206

    Page 206 advanced hotsync® operations.

  • Page 207: Chapter 9

    Chapter 9 page 207 chapter 9 setting preferences for your handheld the preferences screens enable you to customize the configuration options on your visor™ handheld computer. In the preferences screens, you can do the following: viewing preferences to open the preferences screens: 1. Tap the applica...

  • Page 208: Buttons Preferences

    Page 208 setting preferences for your handheld buttons preferences the buttons preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use to do list and often use expense, you can assign the to do lis...

  • Page 209

    Chapter 9 page 209 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 on your handheld. Keyboard opens the onscreen keyboard for entering text characters. Graffiti help ...

  • Page 210: Connection Preferences

    Page 210 setting preferences for your handheld 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 springboard modem. Any changes that you make in the hotsync butt...

  • Page 211

    Chapter 9 page 211 connection types there are four type of connections you can choose from when configuring your preferences: serial to pc this connection type defines the direct serial connection between your handheld and your desktop computer. It is used to perform a local hotsync operation when y...

  • Page 212

    Page 212 setting preferences for your handheld setting modem configurations modem configurations enable your handheld to use a springboard modem to communicate with remote devices, such as your isp or dial- in server. To connect to remote devices using the tcp/ip software included in the handheld op...

  • Page 213

    Chapter 9 page 213 note: select rotary only if your telephone service does not support touchtone dialing. 5. Tap the volume pick list and select the speaker volume for the modem. 6. Tap details. 7. Tap the speed pick list and select the maximum speed for your modem. Note: this is the speed at which ...

  • Page 214: Digitizer Preferences

    Page 214 setting preferences for your handheld 4. Tap the dialing pick list and select touchtone or rotary. Note: select rotary only if your telephone service does not support touchtone dialing. 5. Tap the volume pick list and select the speaker volume. 6. Tap details. 7. Enter the initialization st...

  • Page 215: Formats Preferences

    Chapter 9 page 215 formats preferences use the formats preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld. Country default the country default sets date, time, week start day, and number conventions based on geographic regions where...

  • Page 216: General Preferences

    Page 216 setting preferences for your handheld note: this setting controls the day, week, month, year, and list views in date book plus and all other aspects of your handheld that display a calendar. 4. Tap the numbers pick list, and select formats for the decimal point and thousands separator. Gene...

  • Page 217

    Chapter 9 page 217 to set the system and alarm sounds: 1. Tap the system sound pick list and select the sound level. Note: when you turn off the system sounds, you also turn off the “chime” tones associated with the hotsync operation. 2. Tap the alarm sound pick list and select the sound level. 3. T...

  • Page 218

    Page 218 setting preferences for your handheld selecting a service use the service setting to select the service template for your isp or a dial-in server. Service templates are a set of isp and dial-in server configuration settings that you can create, save, and reuse. To select a service: 1. Tap t...

  • Page 219

    Chapter 9 page 219 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 handheld prompts you to enter a password each time you log into your network: ■ if you do not enter a password, your handheld displ...

  • Page 220

    Page 220 setting preferences for your handheld selecting a connection the connection preferences settings enable your handheld to use a modem to communicate with remote devices. For example, you can communicate with your isp server, or with your computer if you are away on travel. See “connection pr...

  • Page 221

    Chapter 9 page 221 to enter your server phone number: 1. Tap the phone field. 2. Enter the phone number you use to reach your isp or dial-in server. 3. If you need to enter a prefix or disable call waiting, skip to those procedures. Otherwise, tap ok. Entering a prefix a prefix is a number that you ...

  • Page 222

    Page 222 setting preferences for your handheld disabling call waiting call waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has call waiting, you need to disable this feature before logging into your isp or dial-in server. To disable call w...

  • Page 223

    Chapter 9 page 223 to use a calling card: 1. Tap the use calling card check box to select it. 2. Enter your calling card number on the use calling card line. Note: it’s a good idea to add at least three commas at the beginning of your calling card number to compensate for the cue delay. Tip: mci cus...

  • Page 224

    Page 224 setting preferences for your handheld creating additional service templates you can create additional service templates from scratch or by duplicating existing templates and editing information. After you create a new or duplicate template, you can add and edit settings. To add a new servic...

  • Page 225

    Chapter 9 page 225 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 timeout the idle timeout setting d...

  • Page 226

    Page 226 setting preferences for your handheld 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 handl...

  • Page 227

    Chapter 9 page 227 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 of the first period then enter...

  • Page 228

    Page 228 setting preferences for your handheld 3. Tap the command you want from the command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: wait for tells your handheld to wait for specif...

  • Page 229

    Chapter 9 page 229 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap ok. Deleting a service template there is only one way to delete a service template: use the delete command from the service menu. To delete a service template: 1. Tap the service pick list. 2. Tap the service templ...

  • Page 230

    Page 230 setting preferences for your handheld 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 231: Owner Preferences

    Chapter 9 page 231 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 handheld. If you use the security application to turn off and lock your handheld with a password, information that...

  • Page 232: Shortcuts Preferences

    Page 232 setting preferences for your handheld 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 short...

  • Page 233

    Chapter 9 page 233 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 234

    Page 234 setting preferences for your handheld.

  • Page 235: Appendix A

    Appendix a page 235 appendix a maintaining your handheld this chapter provides information on the following: ■ proper care of your visor™ handheld computer ■ prolonging battery life ■ resetting your handheld caring for your handheld your handheld is designed to be rugged and reliable and to provide ...

  • Page 236: Battery Considerations

    Page 236 maintaining your handheld battery considerations please note the following considerations when using the rechargeable battery in your handheld: ■ under normal conditions, your handheld battery should provide four weeks of use between charges. You can conserve battery life by changing the au...

  • Page 237: Resetting Your Handheld

    Appendix a page 237 resetting your handheld under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft...

  • Page 238

    Page 238 maintaining your handheld performing a warm reset a warm reset bypasses system extensions on your handheld, such as hackmaster hacks or system patches. Performing a warm reset enables you to uninstall a third-party application that may be causing a problem. To perform a warm reset: 1. Hold ...

  • Page 239

    Appendix a page 239 3. From the user pop-up menu, select your user name. 4. Select an application in the conduit list. 5. Click conduit settings. 6. Select macintosh overwrites handheld. Note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hots...

  • Page 240

    Page 240 maintaining your handheld.

  • Page 241: Appendix B

    Appendix b page 241 appendix b troubleshooting tips if you encounter a problem with your visor™ handheld computer: ■ review this section to see if your problem is listed ■ check our web site at www.Handspring.Com for the latest technical support information note: thousands of third-party add-on appl...

  • Page 242: Operating Problems

    Page 242 troubleshooting tips operating problems problem solution my handheld won’t turn on. Try each of these in turn: ■ adjust the contrast control. ■ make sure the battery is fully charged. ■ perform a soft reset; see appendix a. ■ if your handheld still does not operate, try a hard reset; see ap...

  • Page 243: Tapping and Writing Problems

    Appendix b page 243 tapping and writing problems problem solution when i tap the buttons or screen icons, it activates the wrong feature. Calibrate the screen. See “digitizer preferences” in chapter 9. When i tap the menu icon , nothing happens. Not all applications or screens have menus. Try changi...

  • Page 244: Application Problems

    Page 244 troubleshooting tips application problems problem solution i tapped the today button, but it does not show the correct date. Your handheld 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 cha...

  • Page 245: Hotsync Problems

    Appendix b page 245 hotsync problems problem solution i cannot do a hotsync operation; what should i check to make sure i am doing it correctly? ■ perform a soft reset. See “resetting your handheld” in appendix a. ■ make sure the hotsync manager is enabled. Open palm desktop software, from the hotsy...

  • Page 246

    Page 246 troubleshooting tips i cannot launch the hotsync manager. ■ make sure you are not running another program, such as america online, compuserve, or winfax, that uses the port you selected in the setup dialog box. ■ reinstall the palm desktop software. I tried to do a local hotsync operation, ...

  • Page 247

    Appendix b page 247 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 248

    Page 248 troubleshooting tips i tried to do a modem hotsync operation, but it did not complete successfully. (continued) check the following on your computer: (continued) ■ make sure you are not running another program, such as winfax, compuserve, or america online, that uses the serial port you sel...

  • Page 249: Beaming Problems

    Appendix b page 249 beaming problems problem solution i cannot beam data to another palm os handheld. ■ confirm that your handheld and the other visor handheld are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two devices is clear o...

  • Page 250: Password Problems

    Page 250 troubleshooting tips password problems problem solution i forgot the password, and my handheld is not locked. You can use security to delete the password. If you do this, your handheld deletes all entries marked as private. You can, however, perform a hotsync operation before you delete the...

  • Page 251

    Appendix b page 251 springboard module problems problem solution my springboard module isn’t working properly. ■ some modules (such as gps units) simply need time to complete a task. If no obvious error messages occur, just wait for the module's software to complete a task. If the task takes more th...

  • Page 252: Technical Support

    Page 252 troubleshooting tips technical support if you cannot solve your problem after reviewing the sources listed at the beginning of this appendix, check our web site www.Handspring.Com for the latest technical support information. Before requesting support, please experiment a bit to reproduce a...

  • Page 253: Appendix C

    Appendix c page 253 appendix c 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 254: Literal Characters

    Page 254 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 255: Other Product Information

    Page 255 other product information limited warranty and end user software license agreement for warranty information and a copy of the end user license agreement applicable to your handspring product, please see the handspring web site at http://www.Hand- spring.Com/support/ug_warranties.Jhtml. If y...

  • Page 256

    Page 256 responsible party: handspring, inc. 189 bernardo avenue mountain view, california 94043-5203 united states of america (650) 230-5000 canadian rfi statement this class b digital apparatus meets all requirements of the canadian interference- causing equipment regulations. Cet appareil numériq...

  • Page 257: Index

    Page 257 index a accented characters graffiti writing 42 onscreen keyboard 44 add-on applications 52–56 address fast lookup 85–87 address book *if found call* entry 130 adding custom fields 134 business card for beaming 189 categorizing records 81 conduit for synchronizing 196 creating records 73, 1...

  • Page 258

    Page 258 brightness control 15 business card for beaming 189 buttons preferences 208 c calculator advanced mode 143 area view 151 basic mode 142 buttons explained 142–143, 144–153 finance view 146 length view 150 logic view 148 math view 144 memory 142 menus 154 opening 69, 142 overview 69 recent ca...

  • Page 259

    Page 259 creating address book entries 129–130 categories 49–50, 82–83 currency symbols 161 custom fields in address book 134 date book events 98 e-mail 168–170 expense items 158 memos 140 notes for records 95 records 73 to do list items 135 currency default 163 defining 161 for expense items 160 cu...

  • Page 260

    Page 260 decimal point 216 default categories 81 currency in expense 163 settings. See preferences deleted data, saving in archive files 76 e-mail, recovering 179 deleting applications 53, 55 desktop software 57 e-mail 179 graffiti characters 37 passwords 59 records 76 service templates 229 text 75 ...

  • Page 261

    Page 261 finding applications, using graffiti writing 23 e-mail addresses 171–172 information in applications 84–90 phone numbers 88–89 using the find application 87 floating events 115 folders for e-mail 180 fonts 96 formats preferences 215 frozen handheld 242 g games 55, 217 general preferences al...

  • Page 262

    Page 262 idle timeout of isp or server connection 225 ignoring e-mail. See filters for e-mail importing data 29, 45–46 inbox 180 infrared hotsync operations 197–200 port 197 requirements for computer 197 infrared port. See ir port installing applications 52–55 conduit to install applications 196 des...

  • Page 263

    Page 263 main applications 22 maintenance information 235 meetings. See date book memo pad adding address book data to records 88–89 categorizing records 80 conduit for synchronizing 196 creating records 73, 140 deleting records 76 dragging memos into other applications 68 fonts 96 menus 141 opening...

  • Page 264

    Page 264 outbox 176, 180 overlapping events 109 owner preferences 231 p palm desktop software. See desktop software passwords 59–61 changing 59 creating 59 deleting 59 for network 219 forgotten 61, 250 pasting text 75 payment, expense item 160 pen. See stylus personal information managers. See pim p...

  • Page 265

    Page 265 recovering deleted e-mail 179 filed mail 178 recurring events deleting 76 scheduling 103 reminder. See alarm removing applications 55 desktop software 57 renaming categories 83 repeating events deleting from date book 76 scheduling 103 replying to e-mail 170 rescheduling events 102 resettin...

  • Page 266

    Page 266 symbols for currency 160 in graffiti writing 41 synchronizing data. See hotsync system conduit 196 system requirements for desktop software 12 system sounds 216 t tapping 20, 243 task. See to do list tcp/ip 217, 230 technical support 252 templates for date book plus 119 text copying 75 cutt...

  • Page 267

    Page 267 v vendor for expense item 160 w warm reset 238 web sites 32 week (date book view) 106–107, 215, 244 week with text (date book plus view) 113 writing area 14 writing. See entering data y year (date book plus view) 114.

  • Page 268

    Page 268.