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Palm III Organizer - Applications Handbook

1. 6 Enter a user name for your Palm III organizer and click the OK button to open the HotSync Progress dialog and start the synchronization process Important Every 3Com connected organizer should have a unique name Never try to synchronize more than one 3Com connected organizer to the same user name Chapter 5 Page 49 aie yrch bed LHH bik tt w eof 2 7 Wait for Palm Desktop to display a message indicating that the process is complete Conducting a Local HotSync Operation After you complete the first HotSync operation the HotSync process is even faster and easier To conduct a local HotSync operation 1 Insert the Palm III organizer in the cradle 2 If the HotSync Manager is not running start it 3 Press the button on the front of the Palm III organizer cradle to start the HotSync process 4 Wait for Palm Desktop to display a message indicating that the process is complete Selecting HotSync Setup Options You can choose when you want HotSync Manager to run and you can adjust the local and modem HotSync settings To set the HotSync Options 1 Click the icon in the Windows System Tray to open the HotSync Manager menu 2 Click Setup on the HotSync Manager menu to open the Setup dialog Page 50 Applications Handbook for the Palm III Organizer Gamas Leea icc Hofiyre ig or iay maa pat in Sarap feted T Aiae cay rben pm Ceap A un C gana poa rai Hya Hrag poe E Oe cc
2. Private Records Show Hide m Show Private Records Password fa Enter your password to show private records Password Features Forgotten Password Turn Off amp Lock Device 2 Enter your password 3 Tap the Show box to close the Show Private Records dialog and display Private entries in your Palm III organizer applications Locking Your Palm III Organizer You can also lock your Palm III organizer so that you need to enter your password to operate it Important If you lock your Palm III organizer as described in the following procedure you need to enter the exact password to re activate your Palm III organizer If you forget the password you need to use the reset button to resume using your Palm II organizer Using the reset button deletes all the entries in your Palm III organizer however you can restore all synchronized data at the next HotSync operation For information about how to use the reset button see Resetting Your Palm II Organizer in the Basic Handbook for the Palm III Organizer Page 130 Applications Handbook for the Palm III Organizer To lock your Palm III organizer with a password 1 Use the HotSync application to synchronize the data between your Palm III organizer and your computer See HotSync for information about how to use the HotSync application 2 Assign a password as described in Assigning a Password earlier in this chapter 3 Tap the
3. ss ssssssssississsssisississsessesirseesrssresens 26 Date Book Menu Commands ccccsecesseesseesseecsscecsecesecssseessecseeeens 29 Chapter 4 Expense Creating an Expense tenn iss iseisteeceistes catiivattivenessiceti arr 33 Entering Receipt Details issii riiai i errebe atte 35 Show Options 2 seiisv h xls tilees ate a Ria a a i 38 Transferring Your Data to Microsoft Excel ccccceeeceeneeeee 39 Expense Menu Commands cccceceecsessesseseessesssssesssesssssssesesenenees 44 Chapter 5 HotSync The HotSync Process and the HotSync Manager cceeee 47 Performing a HotSync Operation for the First Time 004 48 Conducting a Local HotSync Operation oo cece eeeseseeee teense 50 Selecting HotSync Setup Options oo ceeenenees 50 Customizing HotSync Application Settings 00 0 0 54 Conducting a HotSync Operation via Modem ccceeeeeeeeeeee 55 Conducting HotSync Operation via a Network cccccceeeee 59 Creating a User Profile ente renes eean e e e iei e 59 Using File Tinka E EEA 61 Chapter 6 Mail Setting Up Mail on the Desktop ss ssssssssississsssisisiessessesiesresesssesees 63 Synchronizing Mail with your E Mail Application 0 06 66 Opening Mail on your Palm II organizer 00 0 cece seeeeeeee 66 Viewing Messages snotsiekte ei Rea ai Eene e EE aa 66 Cr ating Messages zirraren pe E a REE EEE A 68 Contents Page iii Looking Up an Address c cccccccccccsesesescscsee
4. Sending Messages When you send messages from your Palm III organizer it stores them in the Outbox folder until the next time you synchronize your Palm III organizer with your computer During synchronization all messages stored in the Outbox folder are transferred to the Outbox folder in your desktop e mail application Messages created on your Palm III organizer are transmitted the next time you send mail from your desktop e mail application To send a message m After you create a message tap the Send button in the New Message screen Chapter 6 Page 75 Editing an Unsent Message You can edit or make changes to a message that has not yet been sent as long as you have not yet performed a HotSync operation When you edit a message your Palm III organizer removes the message from the Outbox folder and takes you back to the New Message screen where you can edit the message and resend it save it as a draft or cancel it To retrieve a message 1 In the Message List screen tap Outbox from the pick list in the upper right corner to display the messages contained in the Outbox WEIJ S Msas 3 Unread Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3cor IR Beaming Tap to display folder list 2 Tap the message you want to retrieve to display the message w Outbox Tap here Message 1 of 1 to select S
5. Note After you display and modify the message you can send it save it as a draft or return it to the Filed folder Deleting Messages Your Palm III organizer stores deleted message in the Deleted folder until you perform the next HotSync operation If you delete a message from Palm III organizer it will be deleted on your desktop e mail application after you perform a HotSync operation To delete a message 1 Open the message you want to delete 2 Tap the Delete button 3 If you selected the Preference option to confirm message deletion tap the Yes button to confirm that you want to delete the current message Page 78 Applications Handbook for the Palm III Organizer Removing a Message From the Deleted Folder You can reverse the deletion of a message by removing it from the Deleted folder as long as you have neither performed a HotSync operation nor purged the contents of the Deleted folder To remove a message you received from the Deleted folder 1 In the Message List screen tap Deleted from the pick list in the upper right corner to display the contents of the Deleted folder 2 Tap the message you want to restore 3 Tap the Undelete button to move the selected message to the Inbox and mark it as read To remove a message you created from the Deleted folder 1 In the Message List screen tap Deleted from the pick list in the upper right corner to display the contents of the Deleted folder 2 Tap the mes
6. 1 Tap the HotSync button in the Buttons Preferences screen to open the HotSync Buttons dialog 2 Tap the pick list next to the button you want to assign to display a list of all the applications installed on your Palm III organizer HotSync Buttons Customize the HotSync Button on the cradle or optional Palm modem Tap arrow to show pick list hd HotSync Cradle w HotSync Modem 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional PalmPilot Modem perform their normal HotSync functions Page 104 Applications Handbook for the Palm III Organizer Digitizer Preferences The Digitizer Preferences screen activates the digitizer calibration screen This is the same screen that appears when you start your Palm III organizer for the first time A complete description of how to use the digitizer calibration screen appears in the Calibrating the Screen section in the Basic Handbook for the Palm III Organizer Formats Preferences Use the Formats Preferences screen to set the display format of the dates times and numbers on your Palm III organizer Country Default The country default sets date time week start day and number conventions based on geographic regions where you might use your Palm III organizer For example in the United Kingdom time often is expressed based on a 24 hour clock In the United S
7. 3 Click the General tab and select one of the following options Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for 3Com connected organizer synchronization requests With this option the HotSync Manager conducts synchronizations even when Palm Desktop is not running Available only Starts HotSync Manager and monitors when Palm requests automatically when you open the Desktop is Palm Desktop software running Manual Starts the HotSync Manager and monitors requests only when you select HotSync Manager from the Start menu Tip If you re not sure which option to use keep the Always available default setting 4 Click the Local tab to display the settings for the connection between your computer and the Palm III organizer cradle and adjust the following options as needed Chapter 5 Page 51 Garam Local iie et a Gee fess ea Priel al Serial Port Identifies the port Palm Desktop will use to communicate with the cradle This selection should match the port number where you connected the cradle Note Your Palm III organizer cannot share this port with an internal modem or other device If you have trouble determining the correct serial port see Troubleshooting in the Basic Handbook for the Palm III Organizer Speed Determines the speed at which data is transferred between your Palm III organizer and Palm Desktop We suggest you try the As
8. Similarly if you read a message on your Palm III organizer and leave it in your inbox your next HotSync operation marks it as read on your desktop e mail With Mail you can m Use your Palm III organizer to send and or retrieve e mail messages from your desktop e mail application View delete file and or reply to incoming mail Create outgoing messages as well as drafts of messages that you can complete later m Create simple or complex filters which allow you to decide the type of e mail that your Palm III organizer retrieves from your desktop e mail application Setting Up Mail on the Desktop Before you use Mail for the first time your desktop e mail application should be up and running You must also set up the Palm Desktop software for use with your desktop e mail application Note The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Mail during the installation If you have not yet installed the Palm Desktop software the installation procedure will prompt you to set up Mail as part of the Palm Desktop software installation Chapter 6 Page 63 To set up Mail 1 Click Start on the Windows desktop to open the Start menu 2 Point to Programs point to Palm Desktop and then click Palm Mail Setup to start the setup procedure 3 Follow the instructions on the screen to set up your Palm III organizer for use with your desktop e
9. aggJddd Appendix A Page 145 Sample 4 Applications Handbook for the Palm III Organizer Page 146 Appendix B 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 Excel or a similar spreadsheet application If you are not familiar with Microsoft Excel consult your company s Information Services department or another experienced user About Mapping Tables Before creating or modifying an Expense template it s important to understand the function of Palm Desktop s Expense application In simple terms the Expense application is designed to move Expense data from your Palm III connected organizer into a Microsoft Excel spreadsheet Each Expense item stored in your Palm III organizer represents a group of related data The following data can be associated with an expense item m Category m Payment Currency m Date m Vendor m Expense Type m City Amount m Attendees m Payment Method m Note When you perform a HotSync operation between your Palm III organizer and the Palm Desktop on your computer the Expense data is stored on your computer in a file named Expense txt When you open the Expense application in Palm Desktop an Excel macro starts and populates an expense template with
10. 12 13 14 15 16 17 18 pe Tap for that day Bar indicates event above display Dot indicates untimed event Bar indicates event below display If you want to reschedule an event tap and drag the event to a different time or day You can tap a blank time on any day to move to that day and have the time selected for a new event Or you can tap any of the days and dates that appear at the top of the Week View to move directly to that day without selecting an event The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column and these on screen scroll arrows appear if your scheduled events go beyond the displayed time range Chapter 3 Page 27 Spotting Event Conflicts in Week View With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that starts before a previous event finishes In this case any event conflict time overlap appears in the Week View as overlapping bars The Day View displays bracketed bars to the left of the conflicting times Apr 24 93 KIBOON BC 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 April 1998 Previo
11. Dinner Plans Date 1 28 98 2 30 pm Abbreviated Header icon John We are meeting at Dan and Leslie s place around 8 00 PM Don t forget to bring the birthday present for Dan See you there o Note To redisplay the abbreviated header tap the Abbreviated Header icon Chapter 6 Page 67 Creating Messages You create messages with your Palm III organizer the same way you create messages with your desktop e mail application you identify the recipient s of the message define a subject and create the body of the message You create original messages and replies in the New Message screen All messages must at the very least contain information in the To and Subject fields To create a message 1 Tap the New button in the Message List screen to display the New Message screen New Message cc Subj Body Tap New Note You can also display the New Message screen by tapping New from the Message menu 2 Use the stylus to write Graffiti character strokes or the on screen keyboard to enter the e mail address of the recipient The cursor indicates where new text will appear New Message Page 68 Applications Handbook for the Palm III Organizer Note Enter the address as if you are entering it from your desktop e mail application For example network users sending a message to a user on the same network do not need to add Internet information suc
12. Fast As Possible rate first and adjust downward if you experience problems This setting allows the Palm Desktop and Palm III organizer to find and use the fastest speed 5 Click the Modem tab to display the Modem settings and adjust the following options as needed Page 52 Applications Handbook for the Palm III Organizer Garan Local vicki Serial Port Speed Modem Setup String Identifies the port where the modem is located If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Determines the speed at which data is transferred We suggest you try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows the Palm Desktop and Palm III organizer to find and use the fastest speed Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list choose Hayes Basic Identifies the setup string for your particular modem Not all modems require a setup string Refer to your modem manual and enter the setup string if recommended by the manufacturer 6 Click OK to close the Setup dialog Chapter 5 Page 53 Customizing HotSync Application Settings For each application you can define a set of options that determines how records are handled during synchronization These
13. Selecting HotSync Options Chapter 5 Page 55 Preparing Your Computer for a Modem HotSync Operation There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your Palm III organizer See Selecting HotSync Setup Options earlier in this chapter To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communications applications such as fax or telephony software are running on a COM port Note Make sure the computer is disconnected from all online services such as America Online AOL and CompuServe This helps to avoid conflicts with the COM port 2 Start HotSync Manager if it is not already running and click Modem from the HotSync Manager menu Preparing Your Palm III Organizer for a Modem HotSync Operation There are a few steps you must perform to prepare your Palm III organizer for a modem HotSync To prepare your Palm Ill organizer for a modem HotSync operation 1 Turn on your Palm III organizer and tap the a icon to open the Applications Launcher 2 Tap the E icon to open the HotSync screen 3 Tap the Enter Phone box under the Modem Sync icon to open the Phone Setup dialog Phone Setup i EZ O Disable call waiting 1170 O Use calling card Page 56 A
14. 17 Expense 36 Expense 33 memos 96 Memo Pad 93 To Do List 136 security 127 Changing To Do List 133 Address Book entries 4 Attendees 37 Conduits 54 Automatic fill 45 Confirm Delivery 72 Auto Off Delay 108 Confirm Read 72 B Connecting Backlight service templates 116 pen stroke 103 to server or ISP 116 Batteries Connection Type 117 auto off delay 108 Index Page 159 Creating Address Book entries 2 Date Book entries 18 Expense entries 33 Mail messages 68 memos 94 to do items 134 D Date Expense item 35 in message list 80 scheduling event 20 setting 107 to do item 136 Date Book alarm 22 beaming entries 30 deleting events 25 event conflicts 28 event date 20 event duration 18 event start time 18 features 17 menu commands 29 month view 28 opening 17 private events 25 repeat event 23 rescheduling events 22 scheduling event 18 selecting date 20 switching views 26 untimed event 18 21 week view 26 Deleted messages in folder 79 purging messages 79 Deleting Address Book entries 4 Date Book events 25 memos 97 messages 78 password 131 service templates 122 To Do items 137 Details Address Book 7 Expense 35 To Do items 136 Digitizer 105 DNS 118 Draft Messages 77 E Editing Address Book entries 4 Editing Unsent Messages 76 Entering Date Book entries 18 Expense entries 33 Mail messages 68 memos 94 to do items 134 Entries Address Book 2 beaming 9 Date Book 18 Expense 33 hiding private 127 129 memos 94 s
15. 44 deleted messages 79 to do items 140 R Records Address Book 2 beaming 9 Date Book 18 Expense 33 hiding private 127 129 showing private 130 To Do List 134 Recovering deleted mail 79 filed mail 78 Removing Address Book entries 4 Date Book events 25 memos 97 S Secondary DNS 118 Security assigning password 128 changing password 131 deleting password 131 features 127 forgotten password 132 hiding records 129 locking Palm III 130 opening 127 showing records 130 Selecting date 20 Sending Messages 75 Service selecting for network 110 Service Templates 116 deleting 122 ShortCut preferences 125 ShortCuts deleting 126 editing 126 Show Date 80 Show Options To Do List 138 Signature 72 adding 74 Size message font 67 Sorting Address Book 7 memos 95 message list 81 Starting Address Book 1 System Sounds 108 T TCP IP 110 Templates expense report 43 for expense report 143 Time alarm setting 22 format 106 setting 106 setting event 18 To Do List categories 136 checking off item 135 completion date 139 creating item 134 deleting items 137 features 133 item details 136 item due date 136 item priority 134 menu commands 139 opening 133 show due items 138 show options 138 Truncate 88 Page 164 Applications Handbook for the Palm III Organizer U Untimed Events 18 21 User Name for ISP 111 User Profile 59 V Vendor 37 W Week Date Book view 26 Index Page 165
16. Categories pick list in the Details dialog see Using Categories in the Basic Handbook for the Palm III Organizer for a complete description of categories 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 a Due Date for a To Do List Item 1 Tap the No Date text in the Details dialog to open the Due Date pick list To Do Item Details Priority EE 2 3 4 5 Category w Unfiled Due Date w No Date Tap here Private O Page 136 Applications Handbook for the Palm III Organizer 2 Tap the Due Date that you want to assign the To Do item The following choices are available Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the due date from the To Do item Choose date Opens the Due Date dialog where you can chose any due date that you want for the To Do item 3 Tap the OK button to confirm your selection and close the To Do Details dialog Note If you turn on the Show Due Dates option in the To Do Show options dialog you can tap directly on the due date in the To Do List to open the pick list shown in step 2 Deleting a To Do Item There are three ways to delete a To Do item simply delete the text of the To Do item use the Menu Command as described in the Record Menu section
17. Expense List to create a new item Cursor of new Expense type item Note Tap New You can also create a new expense item by writing on the number side of the Graffiti pad while in the Expense List screen The first number you write begins your new expense item 2 Enter the amount of the expense 3 Tap the Expense Type pick list and select a type from the list Expense type 20 00 Note 4 14 DCE Breakfast Bus Business Meals Car Rental Dinner Entertainment Incidentals New VSM See PL EW one As soon as you select an expense type your Palm III organizer saves your entry If you do not select an expense type it does not save the entry Tip A quick way to create a new expense item is to make sure that no expense item is selected in the Expense List write the first letter s of the expense type and then write the numerical amount of the expense item This technique takes advantage of the automatic fill feature See Options Menu later in this chapter for details Page 34 Applications Handbook for the Palm III Organizer Changing the Expense Item Date Initially expense items appear with the date you enter them on your Palm III organizer You can use the Expense application to change the date associated with any expense item To change the date of an expense item 1 Tap the expense item you want to
18. For example you might want to share your list of restaurants with a friend Note For more on the IR port see Beaming Information to Other 3Com Connected Organizers in the Basic Handbook for the Palm III Organizer To select a business card 1 Create an Address Book entry containing the information you want on your business card 2 Tap your business card entry to display the Address View screen for that entry 3 Tap the icon to open the Address Book menus 4 Tap Select Business Card from the Record menu and tap Yes to accept this entry as your business card Page 8 Applications Handbook for the Palm III Organizer To beam a business card 1 Tap your business card entry to display the Address View screen for that entry Tap the icon to open the Address Book menus Tap Beam Business Card from the Record menu to beam your card to another 3Com connected organizer Tip Youcan press the button for about two seconds to beam your card To beam the current entry 1 Tap an Address Book entry that you want to beam to display the Address View screen for that entry Tap the icon to open the Address Book menus Tap Beam Address from the Record menu to beam the current entry to another 3Com connected organizer through the IR port Tip You can set the full screen pen stroke to beam the current entry See Pen Preferences for details To beam the current category 1 2 Disp
19. Graffiti area to display the Applications Launcher 2 Tap the 9 icon to display the HotSync screen 3 Tap the icon to open the HotSync menus 4 Tap Conduit Setup from the Options menu to open the Conduit Setup dialog Chapter 5 Page 57 Conduit Setup Li Select the conduits to run during Modem HotSync Address Apps Cale Date Book Expense R HardBall MHotSync 5 Tap the check boxes to de select the files and or applications that you do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog 6 Tap the OK button to close the Conduit Setup dialog and activate your settings for the next modem HotSync operation Performing a HotSync Operation via a Modem After you prepare your computer and your Palm III organizer and select your Conduit Setup options you are ready to perform a Modem HotSync operation To perform a Modem HotSync operation 1 Turn on your Palm III organizer Note If you are not using a PalmPilot modem you need a special modem cable and an external modem Connect one end of the special modem cable to the serial connector on the Palm III organizer and the other end to the external modem Do not attempt to use other kinds of cables even if they appear to be similar 2 Tap the i icon to open
20. III Organizer for information about menu commands that are common to all of your Palm III organizer applications Service Menu When you select the Service menu its commands appear on screen E Edit Options New N Delete zD Duplicate _ L New Creates a new empty service template and adds it to the Service pick list Delete Deletes a selected service template from the Service pick list Duplicate Copies the selected service template and adds it to the Service pick list Page 122 Applications Handbook for the Palm III Organizer Options Menu When you select the Options menu its command appears on screen 7 ViewLog V View Log Displays the Network Log screen TCP IP Troubleshooting If you are having a problem establishing a network connection using Palm TCP IP check this section and try the suggestions listed Displaying expanded Service Connection Progress messages It s helpful to identify at what point in the login procedure the connection fails An easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the Scroll button at any point during login to display these messages 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 di
21. Jun Jul Aug Sep Oct No Dec Tap to select month M TW T F S 2 45 6 7 8 3 11 12 13 14 15 16 Tap to select date 18 19 20 21 22 23 25 26 27 28 29 30 3 Tap a month box to select the current month 4 Tap the current date to set the date close the Set Date dialog and return to the General Preferences screen Chapter 8 Page 107 Auto Off Delay Your Palm III organizer has an automatic shutoff feature that turns off the power and backlight after a period of inactivity This feature helps conserve battery power in case you forget to turn off your Palm III organizer If you find that your Palm III organizer shuts itself off before you finish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off after setting in the General Preferences screen to open the pick list 2 Tap the setting you want to use for the automatic shutoff feature You can choose a delay of 1 minute 2 minutes or 3 minutes System Alarm and Game Sounds Your Palm III 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 in the General Preferences screen and select the sound level Note When you turn off the System Sounds you also turn off the chime tones
22. Mapping Table later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the Layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of label can be either Fixed or Variable A Fixed label means that the label always appears as a header at the beginning of a row or column If a label is not Fixed it is variable For example a list table of expenses could have variable labels in the rows for day date and variable labels in the columns for expense type In this case neither day date or expense type information would be fixed as a header Instead the date and expense type information would be filled into the cells of the spreadsheet as appropriate Examples of both Fixed and Variable labels appear in the sample expense templates Appendix B Page 149 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 Spi Ed ee pami Pgrai Joo mie ince Hala Section 1 not prepaid it THE zt a ae ra Sa ae Pee 2 prepaid f i i Section 3 Because y
23. Print Preview window Page 40 Applications Handbook for the Palm III Organizer Prine Page 1 of t 6 Click the Print button in the Microsoft Excel window to print your expense report To view your Expense data in a Microsoft Excel spreadsheet 1 Perform a HotSync operation to transfer your latest Expense data to your computer and make it available to Palm Desktop 2 Click the Expense button in Palm Desktop to open Microsoft Excel and the Expense Report configuration dialog Note If you start Expense from the Start menu instead of Palm Desktop you must first choose your Palm III organizer user name Chapter 4 Page 41 Cae miia pm T meow Cej Erini zee Click to select Categories Be aia 9 zl tee Coma gt bj Cees 2 Dai Dais 3 Click the expense category that you want to use Tip You can press Shift click to select multiple categories If you want to view the expenses associated with all of your Expense categories click the All button in the Categories area 4 If you want to define an end date for the expense report enter the date in the End Date area Note If you do not specify an end date all expense entries for the selected categories will appear up to the date of the last HotSync operation 5 Click the Create button to display a Microsoft Excel spreadsheet containing your Expense data et Exchange US Dollar ERL i Cauniry Amour Aite a Tepe TTEN Cea ESS
24. Script 120 Look Up Address Book entries 5 M Mail address lookup 70 blind copy 73 changing setup 65 confirmations 75 creating 68 Index Page 161 custom filter settings 86 deleting messages 78 desktop configuration 63 draft messages 77 edit unsent messages 76 features 63 filing messages 78 filtering options 82 filters 84 folders 80 HotSync options 64 82 menu commands 89 message list options 80 messages 66 opening 66 priority 72 priority filter 88 purge messages 79 recovering deleted 79 sending messages 75 show date 80 signature 74 sorting 81 synchronizing 66 truncating 88 Memo arranging in list 95 categories 96 creating new 94 deleting 97 private 96 reviewing memos 94 Memo Pad arranging memos 95 creating memo 94 features 93 menu commands 98 opening 93 Memory calculator 14 purge date book 44 purge to do list 140 Menu Commands for network 122 Mail 89 Menus Address Book 10 Date Book 29 Expense 44 Memo Pad 98 To Do List 139 Messages 66 address lookup 70 bec 72 confirm delivery 72 confirm read 72 confirmations 75 creating 68 deleting 78 draft 77 editing unsent 76 filing 78 font style 67 header information 67 in deleted folder 79 list options 80 priority 72 purging deleted 79 sending 75 show date 80 signature 72 74 sorting 81 truncating 88 Modem HotSync 55 Modem Preferences 109 Month Date Book view 28 N Network connecting 116 connection type 117 idle timeout 117 login script 12
25. Tap the Sort by pick list and select one of the following options Date Sorts messages by date and displays the most recent message at the top of the screen Sender Sorts messages by the sender s user name and displays them in ascending alphabetical order based on the first word of the sender field Subject Sorts messages by the subject and displays them in ascending alphabetical order based on the first word of the subject field 3 Tap OK to close the Show Options dialog and return to the Message List Chapter 6 Page 81 HotSync Options HotSync Options enable you manage your e mail more effectively by selecting which messages download when you synchronize your computer and your Palm III organizer You can define different settings for local and remote synchronization For example you may want to download all of your messages during local synchronization and only urgent messages during remote synchronization Once defined your Palm III organizer determines if synchronization is occurring locally or remotely and uses the appropriate HotSync Options settings To activate the HotSync Options dialog 1 Tap the icon to open the Mail menus 2 Tap HotSync Options from the Options menu to open the HotSync Options dialog 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync HotSync Options Li HotSync Options Li Tap here Settings for w Local HotSync to display Settings for EL ieyi
26. Turn Off amp Lock Device button in the Security screen to open the System Lockout dialog ESS S U Private Records Bina System Lockout D This feature turns off your Palm Ill and prevents others from using it without the Password password Entering the password the next time you turn on your Palr Ill will unlock it Password Features Forgotten Password 4 Tap the Off amp Lock button to turn off the power for your Palm III organizer 5 Start your Palm III organizer and enter the password Changing or Deleting a Password Once you define a password for your Palm III organizer you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Assigned box in the Security screen to open the Password dialog Chapter 9 Page 131 Tap here Private Records Password F Password Enter your current password Password Features Forgotten Password Turn Off amp Lock Device 2 Enter the current password 3 Tap the OK button to open a dialog that prompts you for a new password Password Enter new password or tap the Delete button to remove your current password 4 To change the password enter the new password and tap the OK button To delete the password tap the Delete button Recovering from a Forgotten Password If you forget your password
27. as described earlier in this chapter 4 To change the date tap the Date box and select the new date as described earlier in this chapter 5 Tap the OK button to close the Event Details dialog and return to the Date Book screen Setting an Alarm for an Event The Alarm setting enables you to set an audible alarm for events in your Date Book You can set an alarm to sound minutes hours or days before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm an icon appears to the far right of the event with the alarm When the alarm tone sounds a reminder message also appears on the Palm III organizer screen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap the Details button to open the Event Details dialog for that event 3 Select the Alarm check box in the Event Details dialog to activate the alarm 4 Tap the Alarm units pick list to select Minutes Hours or Days 5 Select the 5 and enter any number from 0 to 99 inclusive as the numeric alarm setting Page 22 Applications Handbook for the Palm III Organizer Event Details Time Date Enter numeric Alarm setting here Repeat Tap here to Private O select alarm unit 6 Tap the OK button to close the Event Details dialog and return to the Date Book screen Note You can set a silent ala
28. associated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Page 108 Applications Handbook for the Palm III Organizer Modem Preferences The Modem Preferences screen enables you to define the settings for a modem directly connected to the Palm III organizer These settings are for Palm applications that activate and use a modem To define the Modem Preferences 1 Tap the TouchTone or Rotary box in the Modem Preferences screen Preferences Modem w Standard Speed w 57 600 bps Speaker w Low Flow Ctl w Automatic Note Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing 2 Tap the Modem pick list and select the type of modem connected to your Palm III organizer Note Ifthe modem connected to your Palm III organizer is not on the list choose Hayes Basic In most cases the Hayes Basic settings are close enough for the Palm ITI organizer to function correctly 3 Tap the Speed pick list and select the maximum speed for the modem you selected in step 2 4 Tap the Speaker pick list and select the speaker volume that you want for the modem 5 Tap the Flow Ctl Flow Control pick list and sel
29. called Untitled to the Service pick list and display it in the Network Preferences screen To duplicate an existing service template 1 Tap the Service pick list in the Network Preference screen to open a list of all the predefined service templates 2 Tap the service you want to duplicate 3 Tap the icon to open the Network Preferences menus 4 Tap Duplicate from the Service menu to add a copy of the service template to the Service pick list and display it in the Network Preferences screen Page 116 Applications Handbook for the Palm III Organizer Adding Detailed Information to a Service Template If you are using one of the predefined service templates you will probably only need to enter your user name and telephone number If you are creating a new Service Templates you may need to provide additional information to your ISP or dial in server You use the Details dialog to add additional information to a selected service template To select a connection type 1 Tap the service you want to use in the Network Preferences screen 2 Tap the Details button to open the Details dialog Details Connection type YT PPP Idle timeout w Power Off Select connection type Query DNS Rf IP Address Automatic 3 Tap the Connection type pick list and select one of the following connection types PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol No
30. can add the necessary data Note You can also use non ASCII and literal characters in your login script See Appendix C Non ASCII Characters for Login Scripts for additional information To create a login script 1 Tap the Script button in the Details dialog to open the Login Script dialog 2 Tap the End pick list to open the Command list Login Script Li w Send CR w Wait For Host Name w Send User ID w Send CR w Wait For Password Send Password 7 End Tap here Page 120 Applications Handbook for the Palm III Organizer 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 Send Send CR Send User ID Send Password Delay Get IP Prompt End Tells your Palm III organizer to wait for specific characters from the TCP IP server before executing the next command Transmits specific characters to the TCP IP server to which you are connecting Transmits a carriage return or LF character to the TCP IP server to which you are connecting Transmits the User ID information entered in the User ID field of the Network Preferences screen Transmits the Password entered in the Password field of the Network Preferences screen If you did not enter a password in the Password field this command prompts you to enter one The P
31. eats Preferences Rename Custom Fields About Address Book Options ME Font F Rename Custom Fields About Address Book Address View Address List Font Opens the Select Font dialog where you can choose a different font text style for your Address Book entries See Choosing Fonts in the Basic Handbook for the Palm III Organizer for details Chapter 1 Page 11 Preferences Rename Custom Fields About Address Book Opens the Address Book Preferences dialog Address Book Preferences O Remember last category List By Last Name First Name Company Last Name m Remember last category Determines how the Address Book appears when you return from another Palm application Memo Pad To Do List etc If you select this check box the Address Book shows the last category you selected When you clear it the Address Book shows the address entries for all categories m List By Determines whether address entries sort by last name first name or by company name last name in the Address List screen Enables you to define custom field names Each Address Book entry contains four custom fields that you can rename Any changes you make to the names of the custom fields appear in all of your Address Book entries Rename Custom Fields Create your own field names by editing the text on the lines below Custom 1 Shows version revision information for the Address
32. for each new event The alarm for untimed events is defined by minutes days or hours before midnight of the date associated with the event m Alarm sound Controls the type of tone the alarm generates when it sounds Chapter 3 Page 31 m Remind me Defines how many times the alarm sounds The choices are Once Twice 3 times 5 times and 10 times m Play every Defines how often the alarm sounds The choices are every Minute 5 minutes 10 minutes and 30 minutes Display Options Allows you to change the Date Book s Phone Lookup About Date Book appearance and which events display Display Options Li Day View Show Time Bars Compress Day View Month View f Show Timed Events O Show Untimed Events O Show Daily Repeating Evts m 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 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 settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed Untimed or Daily Repeating events in the Month View only Activates the Phone Lookup feature See Using Phon
33. has no effect on the current calculation or series of calculations it merely places the value into memory until it is recalled 00 GO Recalls the stored value from memory and inserts it in the current calculation Removes any value that is stored in the Calculator memory 6 Page 14 Applications Handbook for the Palm III Organizer Calculator Menu Commands The Calculator supports the Copy and Paste commands You can use these commands to copy a value from the Calculator and paste it into another application on your Palm III organizer Similarly you can copy values from other applications on your Palm III organizer such as Expense and paste the values into the Calculator For additional information on the Copy and Paste commands see Using Menus in the Basic Handbook for the Palm III Organizer 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 the Recent Calculations 1 Tap the o icon to open the Calculator menus 2 Tap Recent Calculations from the Options menu to display the Recent Calculations screen Recent Calculations 86 666667 86 666667 8 10 833333 3 After you finish reviewing the dialog tap the OK button to close the Recent Calculations dialog and return to the Calculator Chapter 2 Page 15 Page 16 Applications Handbook for
34. menu to open the Preferences dialog Preferences Li amp Confirm deleted message Signature text Add signature text here 3 Tap in the Signature Text field and enter up to six lines of text 4 Tap the OK button to confirm your selection and return to the previous screen To add a signature to your message 1 Tap the Details button in the New Message screen to open the Message Details dialog 2 Select the Signature check box to add a signature to the end of your message 3 Tap the OK button to confirm your selection and return to the New Message screen Note The signature block does not display in your message only your recipient sees the signature block Page 74 Applications Handbook for the Palm III Organizer Requesting Confirmations To receive a confirmation when your message is read 1 Tap the Details button in the New Message screen to open the Message Details dialog 2 Select the Confirm Read check box to request a confirmation when the recipient reads your message 3 Tap the OK button to confirm your selection and return to the New Message screen To receive a confirmation when your message is delivered 1 Tap the Details button in the New Message screen to open the Message Details dialog 2 Select the Confirm Delivery check box to request a confirmation that the recipient received your message 3 Tap the OK button to confirm your selection and return to the New Message screen
35. or columns you will have to make changes to the Maptable xls file You can insert your own company logo without changing the Maptable xls file However if you change the file name you need to make a corresponding change in the Maptable xls file You can also rename cells without changing the Maptable xls file provided that the expense type corresponds to your Palm III organizer data For example you can change Snack to Munchies and then all items entered on your Palm III organizer as Snack will map to the cell s labeled Munchies Page 148 Applications Handbook for the Palm III Organizer 4 Choose Save As from the File menu to open the Save As dialog 5 Click the Save as type drop down list and choose Template xlt 6 Navigate to the Templates folder in the Palm Desktop directory Note If you do not need to change the Maptable xls file save the template file with its original file name e g Sample2 xlt If you do need to change the Maptable xls file give your modified template a unique name Be sure to use the xlt file suffix which defines the file as a Microsoft Excel template 7 Click the Save button to save your modified template and make it available for future use Note If you need to modify the Maptable xls file you must do this before you can use the modified template with your Expense data To modify the Maptable xls file for your new template see Programming the
36. present the data in a list format enter the word yes Otherwise enter the word no The following diagram shows data presented in a list format Cmaigory Type Amou Ceaunlry Payment Type Only if your section is in list format In the Expense Type cell enter the number of the row or column where the expense description will be placed Expense amounts can be entered in several different columns or rows if required by your template Expense type labels must all appear in the same column Page 154 Applications Handbook for the Palm III Organizer 13 Enter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 Ratan firmai ant ioe Biome maa inal fee Persad ieres nT a a E For these settings simply enter the row or column number for the expense types that you want to appear in the Section Note that the same row or column number can be used more than once An example of this would be meals that encompass breakfast lunch dinner and snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report 14 Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description 15 Mark a Section for prepaid expenses yellow column If a row in the map table is for prepaid company paid expenses type a yes in t
37. select the Set as Default check box To change your Mail setup options 1 Click the icon in the Windows System Tray to open the HotSync menu Click Custom from the HotSync menu to open the Custom dialog Tip You can also click Custom from the HotSync menu in Palm Desktop Click the Mail in the Conduit list to indicate that you want to change these settings Click the Change button to open the Change HotSync Action dialog for the Mail conduit 5 Modify your settings as needed 6 Click the OK button to confirm your changes and close the Change HotSync Action dialog Chapter 6 Page 65 Synchronizing Mail with your E Mail Application After you have enabled and configured Mail you need to perform a HotSync operation to synchronize Mail with your desktop e mail application For a complete explanation of how to use the HotSync feature see the HotSync chapter Opening Mail on your Palm III organizer 1 Tap the a icon to open the Applications Launcher 2 Tap the icon to display the Message List screen Viewing Messages The Message List lists your incoming messages who sent them and the date they were received Messages you ve read appear with a check next them and high priority messages appear in bold 5 Msgs 3 Unread w Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release j michael 3cor IR Beaming Pre
38. the Applications Launcher 3 Tap the icon to open the HotSync application 4 Tap the icon to dial the Palm Desktop modem and synchronize the applications selected under Conduit Setup 5 Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync operation see Troubleshooting in the Basic Handbook for the Palm III Organizer Page 58 Applications Handbook for the Palm III Organizer Conducting HotSync Operation via a Network When you use the Network HotSync software you can take advantage of the LAN and WAN connectivity available in many office environments The Network HotSync software enables you to perform a HotSync operation using a cradle that is connected to any PC on your LAN or WAN provided that the PC connected to the cradle also has the Network HotSync software installed and your PC is on and the HotSync Manager is running The Network HotSync software is an optional component that you can download from the Palm website http www palm com The files that you download also include a setup program and documentation for this feature Creating a User Profile If you need to configure a number of 3Com connected organizers with specific information such as a company phone list before distributing them to their actual users you can create a User Profile to load the data into a 3Com connected organizer without associating that data with a user name The User Profile fe
39. the Palm III Organizer Chapter 3 Date Book amp The Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date With the Date Book you can Enter a description of your appointment and assign it to a specific time and date Display a chart of your appointments for an entire week The Week View feature makes it easy to spot any potential scheduling overlaps or conflicts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Set an alarm to sound prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your Palm III connected organizer Attach notes to individual events for a description or clarification of the entry in your Date Book To open the Date Book Press the Date Book button on the front panel of the Palm II organizer to display the Date Book screen Date Book button Chapter 3 Page 17 Scheduling an Event An event can be any kind of activity that you associate with a day When the Date Book screen first appears it shows the current date and a list of times for a normal business day You can enter a new event on any of the available time lines When you create an event its description appears on the time line and its duration is automatically set to one hour You c
40. the steps described in the previous section To schedule an event for the current day Page 20 Applications Handbook for the Palm III Organizer To schedule an untimed event 1 Select the date that you want for the event as described in the previous section To schedule an event for another day 2 Tap New to open the Set Time dialog Set Time 3 Tap OK so that no start or end times are defined for the new event Note You can also create anew untimed event by making sure no event is selected and then writing letters in the Graffiti writing area 4 Enter a description for the event which appears at the top of the Date Book screen AERA 4 S T RTF S New untimed event No time selected 5 Tap a blank area on the screen to de select the untimed event Note If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap the No Time button and then tap the OK button to confirm your selection and close the Set Time dialog Chapter 3 Page 21 Rescheduling an Event You can easily make changes to your schedule with your Palm III organizer To reschedule an event 1 Tap the event you want to reschedule 2 Tap the Details button to open the Event Details dialog for that event 3 To change the time tap the Time box and select the new time
41. to quickly find your Address Book entries group them by category and display the entries by name or company name You can also choose the type of information you want your entries to include and exchange Address Book information with other 3Com connected organizer users Looking Up Address Book Entries When working with the Address Book the scroll button on the front panel of the Palm III organizer makes it easy to navigate among your address entries In the Address List screen the scroll button moves up or down an entire screen of address entries If you hold down the scroll button you accelerate the scrolling so that it displays every third screen In the Address View screen the scroll button moves to the previous or next address entry You can also use the Address List Look Up feature to quickly scroll to any of your Address Book entries To Look Up an Address Book entry 1 Display the Address List screen 2 Enter the first letter of the name you want to find Address List 650 454 6121 408 772 1900 Abrams Liz Adams Ben Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cath 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Conner Sand 301 933 6833 x a Look Up line Look Up car New v Note The letter appears on the Look Up line and the list scrolls to the
42. you can delete the password from your Palm III organizer Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your Palm III organizer restores your private entries the next time you perform a HotSync operation but it does not restore the password To delete a forgotten password 1 Tap the Forgotten Password button in the Security screen to open the Delete Password dialog 2 Tap the Yes button to delete the password as well as all records and entries marked Private Page 132 Applications Handbook for the Palm III Organizer Chapter 10 To Do List The To Do List is a convenient place to create reminders and amp prioritize the things that you have to do With the To Do List you can Make a quick and convenient list of things to do m Assign a priority level to each task m Assign a due date for any or all of your To Do items m Assign a category for any or all of your To Do items You can then view your To Do List based on category Business Personal etc m Sort your To Do items either by due date priority level or category m Attach notes to individual To Do items for a description or clarification of the task Opening the To Do List Press the To Do List button on the front panel of the Palm III connected organizer to display the To Do List screen To Do button Chapter 10
43. your data based on the rules specified in a spreadsheet file named Maptable xls The Maptable xls file is an editable spreadsheet that functions as a mapping table The function of the mapping table is to guide the Excel macro in extracting the Expense data The mapping table tells the Excel macro how large the spreadsheet is and provides the data cell layout of the Excel template used for the Expense Report Appendix B Page 147 Customizing Existing Sample Templates Four sample Expense Report templates come with Palm Desktop These templates are stored in the Templates folder which is in the same folder as the Palm Desktop application If the layout of one or more of these templates is appropriate for your reporting needs you can easily customize the templates with your company name and other information To customize a sample Expense Report template 1 Make a backup copy of the contents of the Templates folder i eta plane BEE Fi Eda ue Bip nee Ss x x z argh Jampi E HTH MEH 2 Double click the name of the sample template you want to modify to open it in Microsoft Excel 3 Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Note Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows
44. 0 menu commands 122 Page 162 Applications Handbook for the Palm III Organizer password 112 phone settings 113 preferences 110 primary DNS 118 secondary DNS 118 selecting service 110 TCP IP 110 user name 111 New Address Book entry 2 Expense item 33 Graffiti shortcut 125 memo 94 messages 68 to do item 134 0 Opening Address Book 1 Outbox 80 Owner Preferences 124 P Palm Desktop configuring mail 63 customizing HotSync 54 File Link 61 HotSync options 50 modem conduit setup 57 synchronization 47 Palm III assigning password 128 changing password 131 common data 59 deleting password 131 forgotten password 132 HotSync via modem 56 locking with password 130 sound settings 108 Password assigning 128 changing 131 deleting 131 for network 112 forgotten password 132 locking Palm III 130 with owner preferences 124 Payment Expense item 36 Pen preferences 102 Phone Numbers choosing type 6 Phone Settings 113 call waiting 114 using calling card 115 Power Off pen stroke 104 PPP 117 Preferences button 102 Digitizer 105 features 101 Format 105 general 106 HotSync buttons 104 modem 109 network settings 110 opening 101 owner 124 ShortCut 125 Primary DNS 118 Printing expense reports 40 Priority 72 setting 72 to do item 134 Private assigning password 128 events 25 memos 96 Private entries hiding records 129 showing 130 Profiles 59 Index Page 163 Purge date book events
45. Applications Handbook for the Palm III Organizer Copyright Copyright 1998 3Com Corporation or its subsidiaries All rights reserved 3Com the 3Com logo Palm Computing Graffiti and HotSync are registered trademarks and PalmPilot Palm III Palm OS Palm the Palm Computing platform logo the PalmPilot logo and the Palm III logo are trademarks of Palm Computing Inc 3Com Corporation or its subsidiaries Other product and brand names may be trademarks or registered trademarks of their respec tive owners This product is not manufactured by Pilot Corporation or Pilot Corporation of America manufacturers and distributors of writing instru ments Disclaimer and Limitation of Liability 3Com Corporation and its subsidiaries assume no responsibility for any dam age or loss resulting from the use of this handbook 3Com Corporation and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software 3Com Corporation and its subsidiaries assume no responsibility for any dam age or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the 3Com End User Software License Agreement contained in the Basic Handbook for the Palm II Organizer before using the ac companying software program s Using any part of the softwar
46. Book application Page 12 Applications Handbook for the Palm III Organizer Chapter 2 Calculator The Calculator enables you to perform basic calculations You can also store and retrieve values in the Calculator s memory To opening the Calculator m Tap the icon next to the Graffiti area to open the Calculator screen Using the Calculator Screen The Calculator is designed to perform addition subtraction multiplication and division operations To use the Calculator screen m Use your fingers or the stylus to tap the Calculator buttons that appear on the screen Chapter 2 Page 13 Special Calculator Buttons The Calculator includes several buttons to help you perform calculations Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number into Memory Each new number you enter with the M button is added to the total already stored in memory The number that you add can be either a calculated value or any number you enter by pressing the number buttons Pressing this button
47. Cancel button to close the alert dialog and keep the To Do item Chapter 10 Page 139 Attach Note Delete Note Purge Beam Item Beam Category Note By default your Palm III organizer removes the item from the To Do list but retains a copy of the item and transfers it to an archive file on your computer the next time you perform a HotSync operation To remove the event completely clear the Save archive copy on PC check box Opens the To Do Note dialog where you can create a note for the current To Do item Opens an alert dialog prompting you to confirm that you really want to delete the note attached to the To Do item You must select a To Do item before you can delete its note Tap the Yes button to delete the Note from the memory of your Palm III organizer or tap the No button to close the alert dialog and return to the To Do List Deletes To Do items that you mark check as complete All complete To Do List items remain in the To Do List until you use this command The default setting is Save archive copy on PC This removes complete To Do items from the To Do List but retains copies and transfers them to an archive file on your computer the next time you perform a HotSync operation Beams the current To Do item to another 3Com connected organizer through the IR port Beams all To Do Items in the current category to another 3Com connected organizer through the IR port Page 140 Applica
48. Dadip osre hahaa I beg dent D C pashai rarena daiop z C hiig 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 use a new setting on an ongoing basis select the Set As Default box Thereafter you can just click the Default button in the Custom dialog to revert to the default settings Repeat steps 2 through 5 to change conduit settings for other applications or for a different user name Click the OK button to close the Change HotSync Action dialog and activate your settings Conducting a HotSync Operation via Modem You can use a modem to synchronize your Palm III organizer when you are away from your computer Note You must conduct an initial local HotSync operation using the Palm III organizer cradle before you perform a modem HotSync operation To perform a HotSync operation via modem you need A modem connected to your computer A modem connected to your Palm III organizer with a special modem cable The cradle is not used for a modem HotSync operation See Technical Support Service and Repair in the Basic Handbook for the Palm III Organizer for details on ordering this special cable The Palm Desktop software configured for use with a modem as described earlier in this chapter in
49. If gt waits to receive Joe followed by a carriage return and line feed from the remote computer before executing the next command in the script Appendix C Page 157 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 A Includes a caret as part of the string lt Includes a lt as part of the string Includes a backslash as part of the string Page 158 Applications Handbook for the Palm III Organizer Index A Adding Address Book entries 2 Date Book entries 18 Expense entries 33 To Do items 134 Address mail message 70 Address Book beaming 8 business card 8 categories 6 Beaming Address Book categories 9 Address Book entries 9 business card 9 Date Book entries 30 pen stroke 104 To Do List 140 Blind Carbon Copy 72 defining 73 Business Card beaming 9 selecting 8 Button Preferences 102 pen 102 creating entry 2 C deleting entries 4 Calculator editing entry 4 buttons 14 entry details 7 clear entry 14 features 1 memory 14 list by company 7 menu commands 15 lookup entries 5 opening 13 menu commands 10 recent calculations 15 opening 1 Call Waiting phone numbers 6 disabling 114 Alarm Calling Card setting 22 use in phone settings 115 Alarm Sounds 108 Categories Applications Address Book entries 6 Address Book 1 beaming 9 140 Date Book
50. If you did not modify an existing template move to any table in the Maptable xls file Select all the rows associated with the template name To select the rows click and drag on the row numbers left side so they appear highlighted Appendix B Page 151 All rows associatec with template are selected Cae 17 Man 19 Brus ieee Erhart 4 Choose Copy from the Edit menu 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 Choose Paste from the Edit menu A copy of the rows you selected in step 3 is pasted into the Maptable xls file 7 Name the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your Palm III organizer data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes even though it is not a separate section in your template 22 Tompisto Hame SAMPLERMLT 2 COO Duyiaie Expense Type E hae eed a es n F Gael Table with SE four sections Page 152 Applications Handbook for the Palm III Organizer You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in you
51. If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Select the Disable call waiting check box to activate this feature Phone Setup i select this Enter your disable box if you code here need to O Disable call waiting 1170 disable Call O Use calling card Waiting Page 114 Applications Handbook for the Palm III Organizer 2 Enter the code to disable Call Waiting on the Disable call waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK to confirm your selection and return to the Network Preferences screen 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 the beginning to compensate for this delay Each comma delays transmission of your calling card number for two seconds To use a calling card 1 Select the Use Calling Card check box to activate this feature Phone Setup Li Select this box to use a 0 Use calling card Enter your calling card S S calling card number here 2 Enter your calling card number on the Use Calling Card line Note It s a good idea to ad
52. MI connected organizer to display the Address Book on the screen Address button Chapter 1 Page 1 Getting Started With Address Book Entries An Address Book entry is where you store name and address information about people or businesses Your Palm III organizer makes it easy to create edit and delete Address Book entries Creating an Address Book Entry You can create Address Book entries on your Palm III organizer or you can use the Palm Desktop software to create Address Book entries on your computer and download the entries to your Palm III organizer with the next HotSync operation See the HotSync chapter for details Note The Palm Desktop software also has data Import capabilities that enable you to load database files into the Address Book on your Palm III organizer Refer to the online documentation supplied with the Palm Desktop software for details To create a new Address Book entry 1 Press the amp button on the front of your Palm III organizer to display the Address List screen 2 Tap the New button to display the Address Edit screen Cursor at Last Address List name Address Edit w Unfiled Abrams Liz 650 454 6121 L Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 W Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 om Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 W Carter Melanie 212 395 6277 W Chu B
53. PERE FEN EEE ee ee ee ee ee ee See ru Page 42 Applications Handbook for the Palm III Organizer At this point your Expense data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Using Expense Report Templates Palm Desktop software comes with several expense report templates When you use one of these templates you can edit your Expense data in Microsoft Excel 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 A Expense Templates for sample templates and Appendix B Creating a Custom Expense Report for details on changing templates To view your Expense data using a Microsoft Excel template 1 Display your Expense data in a Microsoft Excel spreadsheet as described in the previous procedure 2 Click the Options button to open the Expense Report Options dialog Maree Dpr oor Exons Enter name and Pama other information a To Tarpas Baji ee Eoia ap mg a pja i irj AMPLE 21 Choose expense template Lite Gsi See ee Tii Tia i bii Aaah a Aa bH S EE 3 Enter name department and other information as necessary for your expense report 4 Click the Templates menu then click an expense template See Appendix A Expense Templates for samples Note If you want to create your own
54. Page 133 Working With To Do Items A To Do item is a reminder of some task that you have to complete Your Palm III organizer gives you control over the appearance level of detail and the sort order of To Do items To create a To Do item 1 Tap the New button in the To Do List screen to add an item to the list t 2 Enter the text you want to appear in the To Do item The text can be longer than one line 3 Tap anywhere on the screen to de select the To Do item Note If no To Do item is currently selected writing in the Graffiti writing area automatically creates anew To Do item Setting Priority Priority settings for To Do items enable you to arrange the tasks in your To Do List according to relative levels of importance The default setting for the To Do List is to arrange To Do items by priority and due date with priority 1 items at the top If you have a number of To Do items in your list changing an item s priority setting may move its position in the list Note When you create a new To Do item its Priority is automatically set to level 1 the highest most important level However if you select a To Do item first the new item appears beneath the selected item with the same priority as the selected item Using the Priority feature is optional Page 134 Applications Handbook for the Palm III Organizer To set a Priority level for a To Do item 1 Tap the Priority number on t
55. ail application Inbox minus any that you have excluded using filtering options See Creating Special Filters later in this chapter for details Outbox Contains the mail you created and sent on the Palm III organizer since the last HotSync operation Deleted Contains the messages you deleted since the last HotSync operation Filed Contains the messages you want to store on the Palm HI organizer Draft Contains the messages you created using the Palm III organizer but are not yet ready to send 2 Tap to 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 Tap the Show button in the Message List to open the Show Options dialog Page 80 Applications Handbook for the Palm III Organizer ben_adams netc Package sent Show Options i Sort by w Date p X Show Date Ta o 2 Select the Show Date check box to show the Date Column 3 Tap OK to close the Show Options dialog and return to the Message List Sorting the Message List You can sort the Message List by the date it was sent by the sender or by the subject Note High priority messages always appear first no matter how you sort your message list To sort the Message List 1 Tap the Show button in the Message List to open the Show Options dialog 2
56. ails button in the New Message screen to open the Message Details dialog New Message Message Details Li Priority w Normal BCC O Signature O Confirm Read O Confirm Delivery O Page 72 Applications Handbook for the Palm III Organizer 2 Tap the Priority pick list and select the priority you want Message Details Li Message Details Priority BCC Signature BCC Normal s Low Signature gt Confirm Read O Confirm Delivery O Tap to select priority Confirm Read Confirm Delivery 3 Tap the OK button to confirm your selection and return to the New Message screen Note Your Palm III organizer can flag messages 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 message 1 Select the BCC check box in the Message Details dialog to add the BCC field to the New Message screen 2 Tap the OK button to confirm your selection and return to the New Message screen New Message Sin BCC field 3 Tap the BCC field and enter the address Chapter 6 Page 73 Adding a Signature to Your Message Adding a signature to your message is a two part process first you must create your signature then you must select the signature option from the Message Detail dialog To create a signature 1 Tap the icon to open the Mail menus 2 Tap Preferences from the Options
57. al Preferences cccccccceesecessecssecessecsseeeseceseecsaeceaeecssseeasceeeees 106 Modem Preferences cccccccccessscsscessecesssesseceseecsseeessceseceseecsseeeseceseeees 109 Network Preferences and Palm TCP IP Software c 0c cc 110 Owner Preference ccccccccessecsscessecesecessecsseecseceesscnsecessecesaecsseeeeens 124 ShortCuts Preferences ccccccccsccessscsseceseecsseeesecessecsseceseecsseeeseceneeees 125 Chapter 9 Security Assigning a PassWord uo ceseseseeeecesseseeeesessesesesesescseseaesesees 128 Hiding Private Entri Se seiiet a ieia eesi a e 129 Showing Private Entries 0 0 memironie 130 Locking Your Palm II Organizer ee ceeeeeee te eeeees 130 Changing or Deleting a Password o c cceee sees ee sesseeeeeesesees 131 Recovering from a Forgotten Password cc cec eects teens 132 Page iv Applications Handbook for the Palm III Organizer Chapter 10 To Do List Opening the To Do List deerit in 133 Working With To Do Items 0 c cece ec eeeeseeeeseneeseseneceeeseees 134 To Do Hem Details areni iena hak avian e aaa tanaka 136 Deleting To Do ltem srasni a R ceteecnten 137 To Do Show Options seee e ae EE EEE 138 To Do List Menu Commands cccccscsssssesseesscecsscecsecesecssecesaeeseees 139 Appendix A Expense Templates Expense rriplatesiss svorsustaietsesectareedese E EEE i ire 143 Appendix B Creating a Custom Expense Report About Mapping Tables sssr isai iassa pi aa r a 147 Custo
58. al in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your System Administrator pinpoint where the login procedure communication fails and why To view the Network Log 1 From the Network Preferences screen tap View Log from the Options menu to display the Network Log screen 2 Tap the up and down arrows of the scroll bar to see the entire Network Log 3 After you finish tap the Done button to return to the Network Preferences screen Chapter 8 Page 123 Adding a DNS Number If your ISP or dial in server requires a DNS number and you did not enter that information in the Network Preferences screen it will appear that you successfully logged into your network However when you try to use an application or look up information the connection fails If this occurs try adding a DNS number Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers Owner Preferences The Owner Preferences screen enables you to record a name company name phone number or any other information that you want associated with your Palm IIT organizer If you use the Security application to turn off and lock your Palm III organizer with a password information that you put in the Owner Preferences displays the next time you turn on your Pa
59. alm TCP IP provides the ability to connect to your ISP or dial in server however it does not come with any applications to view the transmitted data Visit the Palm website http www palm com for information on third party applications that take advantage of TCP IP Selecting a Service Use the Service setting to choose the service template for your Internet Service Provider 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 Page 110 Applications Handbook for the Palm III Organizer To select a service 1 Tap the Service pick list in the Network Preference screen to display a listing of all the predefined service templates Preferences w Network Tap here to display a list of service templates 2 Tap the service you want to use Entering a User Name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear on the screen To enter a user name 1 Tap the User Name line in the Network Preferences screen to move the cursor to that field 2 Enter your user name Preferences w Network Enter your user name here Note Most dial in servers do not accept spaces in the user name Chapter 8 Page 111 Entering a Password The Password field identifies the passwor
60. an Francisco City Displays the Attendees screen which resembles a memo in the Memo Pad You can use this screen to list the people who attended the activity associated with the expense or to make notes such as the purpose of the expense Attendees OA Note You can tap the Lookup button to display the names and the corresponding companies of the people in your Address Book The Lookup button s function is similar to the Phone Lookup feature described in Using Phone Lookup in the Basic Handbook for the Palm HI Organizer 4 Tap the OK button to close the Receipt Details dialog and activate your selections Chapter 4 Page 37 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 and then tap the Edit Currencies selection to open the Select Currencies dialog Receipt Details Select Currencies Category w Unfiled Select the currencies that Type w Lunch gt display in currency list Payment w Unfiled Currency 1 w United States Currency B3 Currency 2 w United Kingdom Vendor a p Currency 3 w Germany ll Edit currencies Tap Edit Currency 4 w None Attendees currencies Currency 5 w None 2 Tap each Currency pick list to choose the country whose currency you want to display on that line 3 Tap the OK button to clo
61. an easily change the start time and duration for any event You can also include events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the Date Book screen with a diamond in the time list You can have several untimed events on a particular date To schedule an event for the current day 1 Tap the time line that corresponds to your event in the Date Book screen Apr 14 98 KIBO GGEC Tapa Apr 14 98 KIBO T SGC ima li 8 00 time line 3 00 10 00 oe gt 11 00 12 00 2 00 3 00 Time bar Bi j shows G00 cr eee EE Rev Dera Gore q ti p hewy Gerais Goro Enter event 2 Use the stylus to write Graffiti character strokes or the on screen keyboard to describe your event You can enter up to 255 characters 3 If your appointment is longer or shorter than an hour tap the time of the event to open the Set Time dialog If your appointment is one hour long skip to step 7 Page 18 Applications Handbook for the Palm III Organizer Note You can also open the Set Time dialog to select a start time by making sure no event is selected and then writing a number on the number side of the Graffiti writing area Tap the Set Time time of an event Apr 14 98 KIT gt j come 4 Tap the time colu
62. ar in the memo Use the carriage return stroke to move down to new lines in the memo 4 After you finish tap the Done button to return to the Memo List screen Reviewing Memos Each time you create a memo the first line of the memo appears in the Memo List screen This makes it easy to locate and review your memos Page 94 Applications Handbook for the Palm III Organizer To review the contents of a memo 1 Tap the text of the memo that appears in the Memo List screen to display the memo on the screen Tapa w Unfiled memo to review its contents gt 1 11 22 Meeting Minutes 2 Review or edit the text in the memo 3 Tap the Done button to save your changes to the memo and return to the Memo List screen Arranging Memos The Memo Preferences dialog enables you to sort your memos alphabetically or in any order that you want To select a sort option 1 In the Memo List screen tap the icon to open the Memo Pad menus 2 Tap Preferences from the Options menu to open the Memo Preferences dialog Nemo Preferences i Sortby w Alphabetic Tap the Sort by pick list and choose Manual or Alphabetic 4 Tap the OK button to close the Memo Preferences dialog and activate your setting Chapter 7 Page 95 Manually arranging the Memo List If you choose the Manual option for the Sort by setting you can manually rearrange the order of the memos in the Memo List screen W
63. assword command is usually followed by a Send CR command Tells your Palm III organizer to wait a specific number of seconds before executing the next command in the login script Reads an IP address and uses it as the IP address for your Palm III organizer This command is used with SLIP connections Opens a dialog and prompts you to enter text of some kind for example a password or a security code Identifies the last line in the login script 4 Repeat steps 2 and 3 until the login script is complete 5 Tap OK to confirm your selection and return to the Details dialog Chapter 8 Page 121 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 in the Network Preference screen to open a list of available service templates 2 Tap the service you want to delete 3 Tap the icon to open the menus for the Network Preferences screen 4 Tap Delete from the Service menu to display the Delete Service alert 5 Tap the OK button to confirm that you want to delete the service template Network Preferences Menu Commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates This section explains the menu commands that are specific to the Palm TCP IP application See Using Menus in the Basic Handbook for the Palm
64. ategories pick list in the Details dialog see Using Categories in the Basic Handbook for the Palm III Organizer for a complete description of categories To assign a category to an Address Book entry 1 Tap the Address Book entry you want to assign to a category 2 Tap the Edit button in the Address View screen to display the Address Edit screen 3 Tap the pick list in the upper right corner and tap the category that you want to assign to the Address Book entry Page 6 Applications Handbook for the Palm III Organizer Sorting by Name or Company You can sort the entries in the Address List screen by Company and Last Name rather than by Last Name and First Name These settings do not change your Address Book data in any way they merely change the view To sort the entries in the Address List screen 1 Display the Address List screen 2 Tap the icon to open the Address Book menus 3 Tap Preferences from the Options menu to open the Address Book Preferences dialog Address Book Preferences O Remember last category List By Last Name First Name Company Last Name 4 Tap the setting that you want for the Address List screen 5 Tap the OK button to display the Address List screen with your new setting Note Entries with no company name sort by last name Changing Address Entry Details The Address Entry Details dialog provides a variety of options that you can associate with an Address entr
65. ature is designed only for the first time HotSync operation before you assign a User ID toa particular 3Com connected organizer See Using File Link later in this chapter for information about loading data after you assign a User ID To create a User Profile 1 Open the Palm Desktop software 2 Click Users from the Tools menu to open the Users dialog 3 Click the Profiles button to open the Profiles dialog fel eae Of Go l rE 4 Click the New button to open the New Profile dialog Chapter 5 Page 59 Enter aname for the Profile and click the OK button to return to the Profiles dialog Repeat steps 3 and 4 for each Profile that you want to create then click the OK button to close the Profiles dialog and return to Palm Desktop Select the Profile from the User list and create the data for the Profile e g company phone list etc Liege Tech Seooss pests r To use a Profile for the first time HotSync operation 1 Place the new 3Com connected organizer in the cradle and press the button on the cradle to open the Users dialog Click the Profiles button to open the Profiles dialog Choose the Profile that you want to load on the 3Com connected organizer and click the OK button to open the following alert dialog i Bide a dle el Dore al Cn Ce on es eee daana ee ee oe eed bs da eT PO Gia ook hes querer oer _m Click the Yes button to transfer all the Profile data t
66. box Looking Up an Address To identify the recipient of a message you need to enter that person s e mail address in the appropriate field of the Message screen 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 Book To look up an address 1 Tap either the To or CC field name to expand one of these fields 2 Enter a few letters of the address you want to find 3 4 If the letters you enter identify a unique listing from your Address Tap the Lookup button Book your Palm III organizer completes the address for you If not the Lookup dialog appears Note You can also open the Look Up dialog in the New Message screen by tapping Lookup from the Options menu or by using the Command stroke L Page 70 Applications Handbook for the Palm III Organizer To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline com Carter Melanie mearter aol com Chu Byron churman daol com Technical Support support palm com Tap here Look Up 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 might scroll to Sanders and writing sm might scroll farther to Smith Tap an address to s
67. change to highlight the date 2 Tap the date of the selected item to open the Date dialog 4 14 Taxi 4 14 Lunch 4 14 Hotel qia Car Rental 4 1998 gt Jon Feb Mor M Jul Aug Sep Oct Nov Dec Tap date SM TW TFS 1 2 3 4 5 6 7 8 9 10 11 12 13 EB is 16 17 18 19 20 21 22 23 24 2 26 27 28 29 30 3 Tap the date you want for the expense item For more information about the Date dialog see Scheduling an Event Entering Receipt Details The Expense application provides a variety of options that you can associate with an item These options appear in the Receipt Details dialog To open the Receipt Details dialog 1 Tap the expense item you want to assign details 2 Tap the Details button to open the Receipt Details dialog Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency w CO Cael e We g Chapter 4 Page 35 3 Select any of the following options Category Defines the category for the Expense item The default Category is Unfiled when All is selected Otherwise the default is the currently selected Category An expense item remains in the default category until you change it Your Palm III organizer provides two sample categories New York and Paris to show how you might sort your expenses according to different business trips Choose Edit Categories from the pick list to change existing or to create new expense cate
68. chronize the HotSync Manager recognizes your Palm III organizer and doesn t ask for this information again If you are a System Administrator preparing several 3Com connected organizers for a group of users see Creating a User Profile later in this chapter before performing the following steps Important You must perform your first HotSync operation with a local direct connection rather than using a modem To perform a HotSync operation for the first time 1 Double click the Palm Desktop icon on the Windows desktop or select Palm Desktop from the Start menu to start the Palm Desktop software 2 Click the icon in the Windows System Tray to open the HotSync Manager menu Tip The Windows System Tray is usually in the lower right corner on your computer display The location may vary depending on the location of the taskbar and the version of Windows you are using Locnl Hooligan Setup a einen Eia Link w Lag Akej Heip E i 3 Click Local from the HotSync Manager menu to indicate that you are using the cradle to synchronize 4 Turn on the Palm III organizer and slide it into the cradle Page 48 Applications Handbook for the Palm III Organizer t The curved edge on the bottom of the Palm III organizer should align smoothly with the cradle when it is inserted properly 5 Press the button on the front of the Palm III organizer cradle to open the New User dialog HotSync button
69. creen where you can create a new e mail message Save Draft Saves the current message as a draft and moves it to the Draft folder Your Palm III organizer stores Draft messages until you send or delete them File Moves the current message to the Filed folder Your Palm III organizer stores Filed messages until you delete them Send Moves the current message to the Outbox folder Your Palm III organizer stores all sent messages in the Outbox folder until you perform a HotSync operation Delete Moves the current message to the Deleted folder Your Palm III organizer stores deleted messages in the Deleted folder until you perform a HotSync operation at which time it permanently removes deleted messages Purge Enables you to empty purge the contents of the Deleted Deleted folder Your Palm III organizer stores deleted messages in the Deleted folder until you perform a HotSync operation By purging deleted messages you free up storage space on your Palm III organizer before your next HotSync operation Note The Purge Deleted command displays an alert prompting you to confirm that you want to purge all messages from the Deleted folder If you tap Yes all deleted messages are purged from the memory of your Palm III organizer Important Messages that you purge are deleted from your desktop e mail application during the next HotSync operation Page 90 Applications Handbook for the Palm III Organizer Options Menu When y
70. custom expense template and have it appear in the Templates menu refer to Appendix B Creating a Custom Expense Report 5 Click the OK button to return to the Expense Report Options dialog Chapter 4 Page 43 Expense Menu Commands The Expense application includes menu commands to perform common file and editing tasks This section explains the menu commands that are specific to the Expense application See Using Menus in the Basic Handbook for the Palm II Organizer for information about menu commands that are common to all of your Palm III organizer applications Record Menu When you select the Record menu its commands appear on screen GEZI Edit Options Delete Item Purge Delete Item Purge Opens an alert dialog prompting you to confirm that you want to delete the current expense item You must tap an item before you can use the Delete Item command Tap the OK button to delete the item from your Palm III organizer or tap the Cancel button to close the alert dialog and keep the item Note By default your Palm III organizer removes the item from the Expense application but retains a copy of the item and transfers it to an archive file on your computer the next time you perform a HotSync operation To remove the item completely clear the Save archive copy on PC check box Conserves memory on your Palm III organizer by deleting expense categories that you no longer use The Purge command
71. d at least three commas at the beginning of your calling card number to compensate for the cue delay 3 Tap OK to confirm your selection and return to the Network Preferences screen Chapter 8 Page 115 Connecting to your Service After you set your Modem and Network Preferences establishing a connection to your ISP or dial in server is easy Remember that you need a third party application such as a web browser or news reader to take advantage of this connection Check the Palm website http www palm com for the latest information about third party applications that support Palm TCP IP To establish a connection m Tap the Connect button in the Network Preferences screen to dial the current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the lower half of the Scroll button To close a connection m Tap the Disconnect button in the Network Preferences screen to terminate the connection between your Palm III 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 create a new or duplicate template you can add and edit settings To add a new service template 1 Tap the icon in the Network Preferences screen to open the menus 2 Tap New from the Service menu to create a new service template
72. d you use to log into your server or ISP Your entry in this field determines whether your Palm III organizer prompts you to enter a password each time you log into your network If you do not enter a password your Palm III organizer displays the word Prompt in this field and asks you to enter a password during the login procedure If you enter a password your Palm III organizer displays the word Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password box in the Network Preferences screen to open the Password dialog Preferences w Network Enter password here Password User Name net Enter a password Password Tap here If you do not assigna password you will be asked gt for one when you connect Phone Details Connect 2 Enter the password you use to log into your server 3 Tap OK to confirm your entry and return to the Network Preferences screen Note The Password field updates to display the word Assigned Page 112 Applications Handbook for the Palm III Organizer Adding Telephone Settings When you select the Phone field your Palm III organizer opens a dialog where you define the telephone number you use to connect with your ISP or dial in server In addition you use this dialog to de
73. e Lookup in the Basic Handbook for the Palm III Organizer Shows version revision information for the Date Book application Page 32 Applications Handbook for the Palm III Organizer Chapter 4 Expense The Expense application enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer With the Expense application you can m Record dates type of expenses amount spent payment method and other details associated with any money that you spend m Create categories for your expenses such as business and personal expenses associated with a range of dates m Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type m Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on your computer Microsoft Excel is not included with the Palm III connected organizer package To open Expense 1 Tap the a icon to open the Applications Launcher 2 Tap the icon to display the Expense List screen Creating an Expense Item Expense enables you to record the date expense type and the amount that you spent You can sort your expense items into categories or add other information that you want to associate with the item Chapter 4 Page 33 To create an expense item 1 Tap the New button in the
74. e Memo Preferences dialog and enables you to define the sort order for your memos About Memo Shows version revision information for the Pad Memo Pad application Chapter 7 Page 99 Page 100 Applications Handbook for the Palm III Organizer Chapter 8 Preferences The Preferences screens enable you to customize the configuration options on your Palm III connected organizer With the Preferences screens you can m Set the current date and time the auto shut off interval and the system alarm and game sounds m Set the display format for dates times and numbers m Configure your Palm III organizer for use with a modem m Assign your name phone number and other owner information to your Palm III organizer Assign different applications to the buttons on the front panel of your Palm III organizer m Define a list of Graffiti abbreviations m Calibrate the screen on your Palm III organizer m Configure your Palm III organizer for use with a network To open the Preferences screens 1 Tap the i icon in the Graffiti area to open the Applications Launcher 2 Tap the icon to display the last Preferences screen you used 3 Tap the pick list in the upper right corner to select the Preferences screen you want to view Chapter 8 Page 101 Buttons Preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the Palm II organizer F
75. e data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically Page 156 Applications Handbook for the Palm III Organizer Appendix C Non ASCIl 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 char You may use the caret to transmit ASCII command characters If you send char and the ASCII value of char is between and _ then the character is automatically translated to a single byte value between 0 and 31 For example M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage Return and Line Feed You may include carriage return and line feed commands as part of the login script when entered in the following format lt cr gt Sends or receives a carriage return lt lf gt Sends or receives a line feed For example the string waitfor Joe lt cr gt lt
76. e date Page 138 Applications Handbook for the Palm III Organizer Record Completion Date Show Due Dates Show Priorities Replaces the due date with the completion date when you complete check the item If you do not assign a due date to an item the completion date still records when you complete the item Displays the due dates associated with To Do items in the To Do List screen and displays an exclamation mark next to incomplete To Do items after the due date passes Shows the priority numbers for the To Do Show Categories 3 Tap the OK button to confirm your selections and close the dialog items in the To Do List screen Shows the category for each To Do item on the far right of the To Do List screen To Do List Menu Commands The To Do List includes menu commands to perform common file and editing tasks See Using Menus in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all Palm III organizer applications Record Menu When you select the Record menu its commands appear on screen Delete Item Attach Note Delete Note Purge Beam Item Beam Cate or Delete Item EEZ Edit Options Opens an alert dialog prompting you to confirm that you want to delete the current To Do item You must select a To Do item before you can delete it Tap the OK button to delete the To Do item from your Palm III organizer or tap the
77. e indicates that you accept the terms of the 3Com End User Software License Agreement 3 5 Software Diskettes Available Palm Desktop software is supplied on a CD ROM disc If you do not have ac cess to a CD ROM drive for your computer you may obtain 3 5 diskettes See Technical Support Service and Repair in the Basic Handbook for the Palm III Organizer for the phone number to obtain these diskettes or complete and mail or fax the diskette offer card supplied in the Palm III organizer product package P N 405 0293 A N 423 0208 Page ii Applications Handbook for the Palm III Organizer Contents Chapter 1 Address Book Getting Started With Address Book Entries 0 0 eeeeeeeee 2 Working With Address Book Entries cccceccccseeeseseeeeeeneees 5 Address Book Menu Commands cccccccccsssesssesessssessssessseseseseseees 10 Chapter 2 Calculator Using the Calculator Screen sissors ieri siiis 13 Calculator Menu Commands ccccccccccccccssesescecesssssessssssesssessseseceees 15 Chapter 3 Date Book Schediling an Event 2 0i cdc inthe witidete sess irant iiri 18 Rescheduling an Event snina piini e Rr 22 Setting an Alarm for an Event sssssssssssissssssesississesssesiesiesesssesieseese 22 Scheduling Repeating Events sssssessissississssiesisiessessesieseesnsssesens 23 Marking a Priv te Event sisisihin is 25 Deleting an Event soria e aaa a e e aaa desea tanh 25 Changing the Date Book View
78. ect either Automatic On Xon or Off Xoff flow control for the modem connection 6 Ifnecessary edit the String text to change the modem setup string Chapter 8 Page 109 Network Preferences and Palm TCP IP Software The Network Preferences settings enable you to use the Palm TCP IP software that comes with your Palm III organizer operating system You can use the TCP IP software to connect with Internet Service Providers ISPs or dial in remote access servers Because the TCP IP software is a feature of the operating system you configure all parameters relating to it from the Preferences application To use Palm TCP IP you must configure both the Modem Preferences and the Network Preferences settings Note Modem Preferences settings enable your Palm IIT organizer to use an external modem such as the PalmPilot Modem to communicate with remote devices For example you can communicate with your computer if you are away on travel or your ISP server See Modem Preferences in this chapter for a complete explanation on how to configure modem parameters After you configure both the Network and Modem Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol connection with your ISP or dial in server You can do this either by using menu commands from the Network Preferences screen or by using a third party application Note P
79. ection excluding any header or total columns In other words this includes only the number of columns in the Section where your Palm III organizer data will be placed Start Is the number of the first row of the Section that will Row be filled with your Palm III organizer data Start Is the number of the first column of the Section that Column will be filled with your Palm III organizer data Appendix B Page 153 11 Define the Dates and Intervals The dates and intervals between dates appears in the light blue columns 14 17 Date Intervals Between Date Dates Start day Day 1 a 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 separating the date fields If there are no blank columns or rows between date entries leave this number set to zero In the Start Day cell enter the day of the week that starts the expense reporting period Enter a three character abbreviation for the day e g Sun Mon Tue In the Day cell enter the row or column number where all the day information will be placed If the dates are in a row enter the row number If the dates are in a column enter the column number 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 Listing Format Expense Type YES 8 If the Section will
80. elect it Tap the Add button to enter the address in the To or CC field To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline com Carter Melanie mearter aol com Chu Byron churman aol com Technical Support support palm com Look Up Tap here to enter address in field Tap to select Chapter 6 Page 71 Adding Message Details Before you send your message you can attach additional attributes called message details to your message such as a signature block or flagging the message as high priority These features are dependent on the desktop e mail application you use If your e mail application does not support the message detail you select your Palm III organizer cannot attach that attribute to your message The following message details are available Priority Flags a message as high normal or low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as a signature block See Adding a Signature to Your Message later in this chapter for details Confirm Requests a confirmation telling you when the Read message was read Confirm Requests a confirmation telling you when the Delivery message was delivered Note The Priority and BCC settings are valid only for the current message and must be set with each subsequent message you create Setting a Priority To set a priority for your message 1 Tap the Det
81. elete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete in the ShortCuts Preferences screen 2 Tap the Delete button to display an alert dialog 3 Tap the Yes button to confirm that you want to delete your ShortCut Page 126 Applications Handbook for the Palm III Organizer Chapter 9 Security Your Palm III connected organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect With the Security application you can m Hide record entries you mark as Private You can hide private entries with or without a password Without a password private entries are hidden until you set the Security application to show them With a password you must enter the password to view the private entries m Turn off and lock your Palm III organizer so that it does not operate until you enter the correct password To open the Security application 1 Tap the icon to open the Applications Launcher 2 Tap the amp icon to display the Security screen Chapter 9 Page 127 Assigning a Password You can assign a password to protect your private entries and to lock your Palm II organizer To assign a password 1 Tap the Password box in the Security screen to open the Password dialog Password Enter a password Private Records Password If you assign a password you must enter it to show private Password Fea
82. escsescsesesescsesnsnseseeees 70 Adding Message Details 0 0 es ceeeeesecesseeeeeeeecesenenesececenens 72 Sending Messages cci ssn tasirin e E as E iaat pap tha aad 75 Editing an Unsent Message cccccsssssssssecssesssescsesesescsessseseseeees 76 Draft Messages aioe re i e p 77 Filing aMESSAg eysi eir e E e E E ER EEA 78 Deleting Messages sirnaan air aa io eiet 78 Message List Options s s ssssesssssssesessesessessssesessesieseniteniterirseniesereeses 80 HotSync Options sansene ea a E a a 82 Creating Special Filters sorsien ieni sE EPEE Ea A EAE 84 Defining Filter Strings zia aa E e erpa a 86 High Priority Messages sssssessississessissisrissessrerierinsissresteneesseenens 88 Truncating Messages serii riin ae SE E LOSE 88 Mail Menu Commands o ccccccssssssessseceseecssceeseceeecsseceseecsssecseceaeensees 89 Chapter 7 Memo Pad Working With Mem0 iiie rsissrsnoisns iisti asii 94 Arranging MemMOS m eirian rrn aE aep EEEa rise Nae aE aa aaea 95 Marking a Privat Memo ssc ccsscctsccevessscisdevestaviessiestycisdeesedsstinee sede 96 Deleting a Meio riiai a E REAR aota 97 Memo Pad Menu Commands ccccccsscessesssseesseesseececessecssseeseessees 98 Chapter 8 Preferences Buttons Preferences cccccccsssessscessecssecescecssceeseceseecssecessecssseeseceeeeees 102 Digitizer Preferences srnissenneiansua aara 105 Formats Preferences cccccccessscsssessecesscesseceseecssesesscecseesseceaeceseeseeens 105 Gener
83. fine a prefix disable Call Waiting and give special instructions for using a calling card Note The phone setup dialog works correctly for AT amp T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Calling Card field To enter your server phone number 1 Tap the Phone field to open the Phone Setup dialog Phone Setup iJ Enter your ISP phone number here O Dial prefix O Disable call waiting 1170 O Use calling card 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 If not tap OK to confirm your selection and return to the Network Preferences screen Chapter 8 Page 113 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 Select the Dial Prefix check box to activate this feature Phone Setup Select this box if you Enter your need to use prefix here a prefix 2 Enter the prefix you need on the Prefix line 3 Tap OK to confirm your selection and return to the Network Preferences screen Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected
84. 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 might scroll to Sands and writing sm might scroll further to Smith If you sort the list by company name the Look Up feature scrolls to the first letter of the company name 3 Tap any entry to view its contents or use the carriage return stroke to view the selected entry Chapter 1 Page 5 Choosing Types of Phone Numbers Your Palm III organizer enables you to choose the types of phone numbers or e mail addresses that you associate with an Address Book entry Any changes you make will apply only to the current Address Book entry To choose other types of phone numbers in an Address Book entry 1 Tap the Address Book entry that you want to change to display the Address View screen for that entry 2 Tap the Edit button to display the Address Edit screen for that entry 3 Tap the pick list next to the label you want to change Address Edit w Unfiled Last name Cart First name M Address Edit w Unfiled Last name Cart Title Company Lb Tap triangle 4 Tap the new label you want to use Assigning Address Categories Categories can help you file individual Address Book entries into groups for easy review You can assign and edit categories in the Address Book or by using the C
85. for any instance of that collection of characters For example if you create a filter that retrieves only messages containing the string info your Palm II organizer considers info rainforest and kinfolk appropriate matches To define filter strings 1 Tap a header field in the HotSync Options dialog Page 86 Applications Handbook for the Palm III Organizer Li HotSync Options Settings for w Local HotSync Retrieve All High Priority gt Tap here to insert cursor w Ignore Messages Containing Li HotSync Options Settings for w Local HotSync Filter An Send only Retrieve All High Priority w Ignore Messages Containing To From Subj 2 Enter your filter string for the selected header field using commas or spaces to separate the words Do not add connecting words such as AND or OR between words in a string If your string exceeds the length of the field tap the name of the field to display the Notes screen for that header field For more information about header field Notes Messages Li HotSync Options gt Enter Settings for w Local HotSync An Send only MARS Retrieve All High Priority gt Tap here w Ignore Messages Containing I Tap Done to return to HotSync Options filter data Gena screens see Creating 4 Tap the Done button to return to the HotSync Options dialog 5 Ta
86. gories For example you might create a category for a range of dates such as a week or month or you might delete or rename the New York and Paris categories Type Opens a pick list of the expense type options so that you can change the expense type for any of your expense items Payment Enables you to choose the payment method used to pay the expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid to place your expense in the appropriate company paid cell of your printed expense report spreadsheet See Transferring Your Data to Microsoft Excel later in this chapter for more information Currency Enables you to choose the type of currency used to pay the expense item The default currency unit is defined in the Preferences dialog see Preferences Menu later in this chapter You can also display up to four other common types of currency See Customizing the Currency Pick List later in this chapter for details Page 36 Applications Handbook for the Palm III Organizer Vendor and City Attendees Receipt Details Category w Unfiled Type w Lunch Payment w MasterCard Currency w Vendor Rosie s Cafe City Attendees OE Cel Dae We g Enable you to record the name of the vendor usually a company associated with the expense and the city where the expense took place For example a business lunch might be at Rosie s Cafe Vendor in S
87. h as 3com com 3 To send a carbon copy of this message to additional recipients tap in the CC field then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space 4 Tap in the Subj field then enter a subject for your message 5 Tap in the Body field then enter the body text Note If the address CC subject or body of the message exceeds the capacity of the screen display tap the name of the field for example To to expand that field Tap the Done button to return to the New Message screen Tap the name of the field to open New Message Tap to return to New Message screen To reply to a message 1 Tap a message in the Message List to display it on the screen 2 Tap the Reply button to open the Reply Options dialog Reply Options Reply to GLOA All Forward amp Include original text O Comment original text Chapter 6 Page 69 7 Select who you want to receive the reply only the Sender All recipients and the sender or do you want to Forward the message to someone else Select whether you want to Include original text and Comment original text Tap OK to close the Reply Options dialog and display the New Message screen Enter your reply text Note You have several message options including setting the priority See Adding Message Details for details Tap Send to place your reply in the Out
88. he cell on that Section s row Type no in all the cells of this column that do not pertain to prepaid expenses 16 Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report 17 Map Expense Report Options dialog magenta section The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Because header data is not related to any particular Section you have to fill in only one row If the item does not appear on your template leave these cells blank Appendix B Page 155 Using Applications Other Than Microsoft Excel You can use applications other than Microsoft Excel such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on your computer The data file is named Expense txt and is stored in the Expense folder within the folder containing the Palm III organizer user data Expense data in the Expense txt file is in tab delimited format 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 end statement Currency Shows how many currencies were used for the Expens
89. he left side of the To Do item to open the Priority pick list Tap here Tap to select riorit oe 2 Tap the Priority number that you want to set for the To Do item 1 is most important and 5 is least important Note You can also change the Priority setting for a To Do item with the To Do Details dialog described later in this chapter Checking Off a To Do Item The To Do List makes it easy to mark tasks as you complete them You can set the To Do List to record the date that you complete the To Do item and you can choose to show or hide complete To Do items See To Do Show Options later in this chapter To check off a To Do item m Tap the check box on the left side of the To Do item Completed To Do item Chapter 10 Page 135 To Do Item Details The To Do Item Details dialog enables you to change individual To Do item settings To activate the To Do Item Details dialog 1 Tap anywhere on the text of a To Do item in the To Do List screen 2 Tap the Details button to open the To Do Item Details dialog To Do Item Details Priority EE 2 3 4 5 Category w Unfiled Due Date w No Date Private O The following sections describe the features and settings that are available in the To Do Item Details dialog Choosing a To Do Category Categories can help you file individual To Do items into groups for easy review You can assign and edit categories by using the
90. hen you rearrange your memos your Palm III organizer renumbers all the memos to reflect the new order Note The Manual setting of the Memo Preferences is not transferred to Palm Desktop If you choose to display your memos alphabetically on Palm Desktop and then perform a HotSync operation the arrangement of the memos on the Palm III organizer will still be in the order defined in the Memo Preferences setting To rearrange the order of your memos 1 Select the Manual option in the Preferences dialog as described in the previous procedure 2 In the Memo List screen tap and drag the memo to a new location in the list When you lift the stylus from the Palm III organizer screen the memo appears in its new location Choosing a Memo Category Categories are used to file individual memos items into groups for easy review You can assign and edit categories by using the Categories pick list in the upper right corner of the screen or the Details dialog See Using Categories in the Basic Handbook for the Palm III Organizer for a complete description of categories Marking a Private Memo You can designate a specific memo as private When you activate the Security features your Palm III organizer hides all private entries and you must enter a password to display them on the screen Page 96 Applications Handbook for the Palm III Organizer To mark a memo as private 1 Tap the memo you want to mark as private to disp
91. howing private 130 To Do List 134 Event changing to untimed 21 conflicts 28 date 20 Date Book scheduling 18 deleting 25 in week view 27 private 25 repeat 23 setting alarm 22 start and duration 18 untimed 18 21 Expense attendees 37 categories 36 Page 160 Applications Handbook for the Palm III Organizer creating item 33 currency list 38 custom currency 45 custom report 147 default currency 45 details 35 features 33 item currency 36 item date 35 menu commands 44 opening 33 receipt details 35 show options 38 spreadsheet 41 templates 43 143 type 36 vendor 37 viewing data 39 F File messages 78 File Link 61 Filter defining custom 86 high priority 88 ignoring messages 84 truncating messages 88 Finding Address Book entries 5 Folders 80 Fonts Mail message 67 Format Preferences 105 country default 105 time format 106 G General Preferences alarm sounds 108 auto off delay 108 setting date 107 setting time 106 system sounds 108 Graffiti editing shortcut 126 Graffiti Help pen stroke 103 H Header Information 67 High Priority message filter 88 HotSync button preferences 104 conduits 54 customizing 54 features 47 File Link 61 filtering options 82 first time 48 HotSync Manager 47 local 50 local settings 52 modem 55 modem conduit setup 57 modem settings 53 options 50 82 user profile 59 l Idle Timeout 117 Inbox 80 IP Address 117 automatic setting 119 K Keyboard pen stroke 103 L Login
92. in this chapter or use the To Do Details dialog To delete a To Do item with the To Do Details dialog 1 Tap anywhere in the text area of the To Do item that you want to delete 2 Tap the Details button to open the To Do Item Details dialog 3 Tap the Delete button to open the Delete To Do alert dialog 4 Tap the OK button to confirm that you want to delete the To Do item Chapter 10 Page 137 To Do Show Options The Show Options dialog enables you to control the appearance of the To Do List application To change the Show Options settings 1 Tap the Show button in the To Do List screen to open the To Do Preferences dialog To Do Preferences Li Sortby w Priority Due Date Show Completed Items O Show Only Due Items O Record Completion Date O Show Due Dates Show Priorities O Show Categories 2 Select any of the following settings Sort by Enables you to sort the To Do items in one of the following ways Priority Due Date Due Date Priority m Category Priority m Category Due Date Show Displays your complete To Do items in the To Completed Do List If you turn off this setting your To Do Items items disappear from the list when you complete check them Show Only Due Shows only the To Do items that are currently Items due past due or have no due date specified in the To Do List When this setting is active To Do items that are not yet due do not appear in the list until their du
93. in this section also assume that you have installed the Palm Desktop software See Installing Palm Desktop Software in the Basic Handbook for the Palm III Organizer for more information Chapter 4 Page 39 Printing an Expense Report Palm Desktop makes it quick and easy to print your Expense data To print your expense report 1 Perform a HotSync operation to transfer your latest Expense data to your computer and make it available to Palm Desktop See the HotSync chapter for details 2 Click the Expense button in Palm Desktop to open Microsoft Excel and the Expense Report configuration dialog Note If you launch Expense from the Start menu instead of Palm Desktop you must first choose your Palm III organizer user name 3 Click the expense category that you want to print CoM e p Ead T Saeed Campa Eiri a Click to select Categories BP na g zi bee Cust Aji Dates 5 Deia Tip You can press Shift click to select multiple categories To print the expenses associated with all of your Expense categories click the All button in the Categories area 4 If you want to define an end date for the expense report enter the date in the End Date area Note If you do not specify an end date all expense entries for the selected categories will appear up to the date of the last HotSync operation with your Palm III organizer 5 Click the Print button to display the expense report in the
94. izers witha centralized computer m Keep your data safe by automatically creating backup copies each time your synchronize The HotSync Process and the HotSync Manager The HotSync process automatically synchronizes data between your Palm III organizer and Palm Desktop Changes you make on your Palm III organizer or Palm Desktop appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data by connecting your Palm III organizer directly to your computer with the cradle or indirectly with a modem or network The HotSync Manager oversees the synchronization process It runs in the background and monitors a communications port on your computer for a HotSync command from a 3Com connected organizer When it hears a HotSync command HotSync Manager synchronizes data in the Date Book Address Book To Do List Memo Pad Mail and Expense applications It can synchronize the data even when Palm Desktop is not running Once you complete a few simple setup steps performing a HotSync operation is as simple as pressing a button Follow the steps in the next section to complete the setup Chapter 5 Page 47 Performing a HotSync Operation for the First Time The first time you synchronize your data you need to enter user information on both the Palm III organizer and the Palm Desktop Once you enter this information and syn
95. lay WCU 2 Messages ncarter aol com Lunch meeting support isp com Re Welcome Tap here to select message Tap to edit Message screen draftin New Message 1 of 2 Subj Lunch meeting Hi Melanie Just wanted to confirm our lunch meeting for 12 30 on Thursday 4 gt fal 3 Tap the Edit button to move your draft to the New Message screen 4 Enter your changes then either save it again as a draft or tap the Send button to move the message to your Outbox folder Chapter 6 Page 77 Filing a Message Your Palm III organizer can store any message you receive or create in the Filed folder The contents of this folder do not automatically synchronize with your desktop e mail application during a HotSync operation However your Palm III organizer does store a back up copy of the Filed folder on your computer hard drive To file a message 1 Open a message 2 Tap the o icon to open the Mail menus 3 Tap File from the Message menu to display the Message File Options dialog 4 Tap No to save the message and move it to the Filed folder or tap Yes to file the message and keep a copy in the Inbox To remove a message you created from the Filed folder 1 Inthe Message List screen tap Filed from the pick list in the upper right corner to display the contents of the Filed folder 2 Tap the message you want to restore 3 Tap the Edit button to display and modify the message
96. lay it on the screen Tap the Details button to open the Memo Details dialog for that memo Memo Details i Category w Unfiled Private O 3 Select the Private check box Tap the OK button to close the Memo Details dialog and return to the memo screen Deleting a Memo There are three ways to delete a memo simply delete the text of the memo use the Menu Command as described in the Record Menu section in this chapter or use the Memo Details dialog To delete a memo with the Memo Details dialog 1 Tap the memo that you want to delete to display it on the screen 2 Tap the Details button to open the Memo Details dialog 3 Tap the Delete button to open the Delete Memo alert 4 Tap the OK button to confirm that you want to delete the current memo Chapter 7 Page 97 Memo Pad Menu Commands The Memo Pad includes menu commands to make it fast and easy to perform common file and editing tasks See Using Menus in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all Palm III organizer applications Record Menu When you select the Record menu its commands appear on screen EEZ Edit Options Beam Category Memo List New Memo Delete Memo Beam Memo Beam Category EEZ Edit Options New Memo N Delete Memo D Beam Memo B Memo screen Creates a new memo Opens an alert dialog prompting you to confirm that you wa
97. lay the Address List screen Tap the pick list in the upper right corner and tap the category you want to beam to display the entries in that category 3 Tap the icon to open the Address Book menus 4 Tap Beam Category from the Record menu to beam the entries in the current category to another 3Com connected organizer through the IR port Chapter 1 Page 9 Address Book Menu Commands The Address Book includes menu commands to make it fast and easy to perform common file and editing tasks This section explains the menu commands that are specific to the Address Book Refer to Using Menus in the Basic Handbook for the Palm III Organizer for information about menu commands that are common to all of your Palm III organizer applications Record Menu When you select the Record menu its commands appear on the screen The menu commands are slightly different depending on the current screen EEZ Edit Options Beam Category Beam Business Card Address List Delete Address Attach Note Opens an alert dialog prompting you to confirm deletion of the current entry Tap the OK button to delete the entry from your Palm III organizer or tap the Cancel button to close the alert dialog and keep the entry Note Opens the Address Book Note dialog where you Delete Address Attach Note A Delete Note oO Beam Address Select Business Card Beam Business Card Address View By defaul
98. lm III organizer See Security for more information To enter the Owner Preferences m Enter the text that you want to associate with your Palm III organizer in the Owner Preferences screen If you enter more text than will fit on one screen a scroll bar automatically appears on the right side of the screen Preferences If you assign a Password with the Security application the information in the Owner Preferences screen locks and cannot be changed In this case an Unlock button appears at the bottom of the screen Page 124 Applications Handbook for the Palm III Organizer To unlock the Owner Preferences screen 1 Tap the Unlock button in the Owner Preferences screen to open the Unlock Message dialog 2 Enter the password that you defined in the Security application and tap the OK button ShortCuts Preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti This section describes how to create edit and delete a shortcut For details on the use of ShortCuts see the Graffiti ShortCuts section in Writing With the Stylus in the Basic Handbook for the Palm III Organizer Creating a ShortCut You can create a ShortCut for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your Palm III organizer applications and are backed up on your com
99. low highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table Your custom Expense Report can contain any number of Sections and the same data can be repeated in any Section On the printed copy identify the type of Labels that apply to each Section Each Section can have only one kind of Fixed or Variable Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns Place a copy of your custom Expense Report in the Templates folder in the Palm Desktop directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel Template Make a note of the exact file name so it can be defined in the mapping table file Programming the Mapping Table Once you have analyzed the components of your custom Expense Report you can program the mapping table to fill the report with data from the Palm III organizer To program a new custom mapping table 1 Open a copy of the Maptable xls file in Microsoft Excel Note This file is located in the same folder as the Palm Desktop application Make a backup copy of this file before you make your modifications Mapping a new template Scroll to where you find the name of the original template that you chose for your modifications The name of the template will appear in column B of the Maptable xls file next to the cell highlighted in green that reads Template Name
100. mail application To select HotSync options 1 Click the icon in the Windows System Tray to open the HotSync menu 2 Click Custom from the HotSync menu to open the Custom dialog Tip You can also click Custom from the HotSync menu in Palm Desktop 3 Click Mail in the Custom list box 4 Click the Change button to open the Change HotSync Action dialog ve F Decine the Bes mir 7 Decieng ears heeded r Do pening iowa ied it cateni a up ee Paling oniga Mader Loia oc fete 79 Lh Maree Tetra pe Firen Mi ci oon neo Page 64 Applications Handbook for the Palm III Organizer 5 Click one of the following settings Synchronize Synchronizes the mail on your Palm III the files organizer and your desktop e mail application Desktop Replaces the mail on your Palm III organizer overwrites with the mail in your desktop e mail handheld application You should use this option only if for some reason the two inboxes get out of sync This setting applies for only one HotSync operation and then reverts back to the default setting Do Nothing Turns off communication between your Palm III organizer and desktop e mail application This setting applies for only one HotSync operation and then reverts back to the default setting Set As Changes the default setting on an ongoing basis Default When you first set up Mail Synchronize the files is the default setting Tip To turn off mail select Do Nothing and then
101. mizing Existing Sample Templates 0 0 0 148 Determining the Layout of the Expense Report 0 0 149 Analyzing Your Custom Expense Report cc cece 150 Programming the Mapping Table oo eccscseseseeeeeneeseeees 151 Using Applications Other Than Microsoft Excel 0 0 156 Expense File D tail Sarisin p dtr teak diene EEEa 156 Appendix C Non ASCII Characters for Login Scripts Useof Achar sonini a aaia aara sti oon eaa 157 Carriage Return and Line Feed s sssssssssssssssississesssssiesiesessreseesens 157 Literal Characters onn shaumnaron ian a 158 Index Nde E E e T neo hea te ones 159 Contents Page v Page vi Applications Handbook for the Palm III Organizer Chapter 1 Address Book The Address Book enables you to keep names addresses phone numbers and other information about your personal or business contacts With the Address Book you can m Quickly look up or enter names addresses phone numbers and other information m Enter up to five phone numbers home work fax car etc or e mail addresses for each name m Define which phone numbers appear in the Address List screen for each Address Book entry m Attach a note to each Address Book entry where you can enter additional information about the entry m Assign categories to your Address Book entries so you can quickly sort and view your entries in logical groups To open the Address Book m Press the Address Book button on the front panel of the Palm
102. mns on the right side of the Set Time dialog to set the Start Time Start Time Tap to scroll to highlighted earlier hours Tap to change hours Tap to change minutes Tap to scroll to later hours 5 Tap the End Time box and then tap the time columns to set the End Time 6 Tap the OK button to confirm your selection and close the Set Time dialog 7 Tap a blank area of the screen to de select the event A vertical line appears next to the time indicating the duration of the event Chapter 3 Page 19 To schedule an event for another day 1 Select the date you want for the event by doing one of the following m Tap the day of the week that you want in the Date Bar at the top of the Date Book screen If necessary tap the Previous week or Next week scroll bars to move to another week Previous Next week ee Apr 15 93 IBD HEEG Tap to select the day of the current week m Tap the Go To button to open the Go to Date dialog Select a date by tapping a year month and day in the calendar Previous year Next year Go to Date Tap to scroll to earlier hours Tap to scroll to 12 a Be 16 earlier hours 19 20 21 22 23 24 25 26 27 28 29 30 Tap to select current date m Press the scroll button on the front panel of the Palm III organizer to scroll to another day Press the upper half of the button to move to the previous day or the lower half to move to the next day 2 After you locate the date follow
103. n the Event Details dialog 3 Tap the Delete button to open the Delete Event alert 4 Tap the OK button to confirm you want to delete the event Chapter 3 Page 25 Changing the Date Book View In addition to displaying the calendar for a specific day you can also display your Date Book by the week or month and you can display the current time To toggle through the different views m Press the Date Book button repeatedly to display the next view To display the current time m Tap the date in the Date Book title bar to display the current time Tap the date Apr 15 98 KIBO Geo y Note After a few seconds the title bar reverts to show the date Current time displays 5 54pm MIO Oe Working in Week View The Week View shows a chart of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button in the Date Book screen to display the Week View Week view 2 Tap the navigation controls to move forward or backward a week at a time or to display details of an event Note The Week View also shows untimed events and events that are before and after the range of times shown Page 26 Applications Handbook for the Palm III Organizer Previous Next week week q Week 16 gt SMT WT F S
104. nd times for the new event If you do not enter start and end times it creates a blank untimed event Delete Event Opens an alert dialog prompting you to confirm that you want to delete the current event You must tap an event before you use the Delete Event command Tap the OK button to delete the event from your Palm III organizer or tap the Cancel button to close the alert dialog and keep the event Chapter 3 Page 29 Attach Note Delete Note Purge Beam Event Note By default your Palm III organizer removes the event from the Date Book but retains a copy of the event and transfers it to an archive file on your computer the next time you perform a HotSync operation To remove the event completely clear the Save archive copy on PC check box Opens the Note dialog where you can create a Note for the current event Opens an alert dialog prompting you to confirm that you really want to delete the Note attached to the event Tap the OK button to delete the Note from the memory of your Palm III organizer or tap the Cancel button to close the alert dialog and return to the Date Book Opens an alert dialog prompting you to confirm that you want to purge events older than a certain time period based on the current date on the internal clock on the Palm III organizer You can use the Purge command to conserve memory on your Palm III organizer The default setting for the Purge alert is to Save archive copy
105. nd only GES All messages will be syn Filter amp Retrieve All High Priority chronized between the options w Ignore Messages Containing handheld and the remote 2 From Subj email system Ignoring or Receiving Messages The first step in establishing a special filter is to determine whether you want to ignore or retrieve messages that match the information you specify To define whether to ignore or receive messages m Tap the pick list in the center of the HotSync Options dialog and select one of the following settings Page 84 Applications Handbook for the Palm III Organizer HotSync Options Li HotSync Options Li Settings for w Local HotSync Settings for w Local HotSync An Send only Retrieve All High Priority w Ignore Messages Containing Filter Ignore Messages Containing Retrieve Only Messages Containing Tap here Tells your Palm III organizer to exclude the messages that meet the defined criteria and download all other messages during synchronization In general this filter downloads more mail during synchronization because it blocks only one defined subset of mail Tells your Palm III organizer to include only the messages that meet the defined criteria and to ignore all other messages during synchronization This filter has the potential to block more mail during synchronization because it downloads only one subset of mail Select Filter option An Send
106. nt to delete the current memo Tap the OK button to delete the memo from your Palm III organizer or tap the Cancel button to close the alert dialog and keep the memo Note By default your Palm III organizer removes the memo from the Memo List but retains a copy of the memo and transfers it to an archive file on your computer the next time you perform a HotSync operation To remove the memo completely clear the Save archive copy on PC check box Beams the current memo to another 3Com connected organizer through the IR port Beams all memos in the current category to another 3Com connected organizer through the IR port Page 98 Applications Handbook for the Palm III Organizer Options Menu When you select the Options menu its commands appear on screen Record Edit yar Font F Go toTop of Page Go to Bottom of Page Phone Lookup sL Preferences About Memo Pad Memo List About Memo Pad Memo screen Font Opens the Select Font dialog where you can choose a different font text style for your Memo Pad entries See Choosing Fonts in the Basic Handbook for the Palm III Organizer for details Go to Top of Moves to the top first line of the memo Page Go to Bottom of Moves to the bottom last line of the memo Page Phone Lookup Activates the Phone Lookup feature which is described in Using Phone Lookup in the Basic Handbook for the Palm III Organizer Preferences Activates th
107. o the 3Com connected organizer The next time you perform a HotSync operation Palm Desktop will prompt you to assign a User name to the 3Com connected organizer Page 60 Applications Handbook for the Palm III Organizer Using File Link The File Link feature enables you to synchronize the Address Book and Memo Pad information on your Palm III organizer with a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop and your Palm III organizer You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can synchronize with data stored in any of the following formats m Comma separated csv m Memo Pad archive mpa m Address Book archive aba m Text txt For information on how to set up a File Link see the Palm Desktop Software online Help Chapter 5 Page 61 Page 62 Applications Handbook for the Palm III Organizer Chapter 6 Mail The Mail application enables you to manage your e mail while away from your desk The key to Mail is that it truly synchronizes the mail in your desktop e mail application with the mail on your Palm III connected organizer For example if you delete messages from your Palm Mail your next HotSync operation also deletes the messages from your desktop e mail application so you never have to delete messages twice
108. on PC This setting removes events from the Date Book but retains copies and transfers them to an archive file on your computer during the next HotSync operation Note The Purge command also deletes repeating events if they end before the date that you activate the Purge command Beams the current event to another 3Com connected organizer through the IR port See Beaming Information to Other 3Com Connected Organizers in the Basic Handbook for the Palm III Organizer for more information Page 30 Applications Handbook for the Palm III Organizer Options Menu When you select the Options menu its commands appear on screen Options al Font s F Preferences R Display Options Phone Lookup L About Date Book Font Opens the Select Font dialog where you can choose a different font text style for your Date Book entries See Choosing Fonts in the Basic Handbook for the Palm III Organizer for details Preferences Enables you to set the range of times that appear in the Date Book and to automatically activate alarms for each event Start Time End Time O Alarm Preset Alarm Sound w Alert Remind Me w 3 Times Play Every w 10 minutes m Start End Time Enables you to define the start and end times for the Date Book screens If the time slots you select do not fit on one screen you can tap the arrows to scroll up and down m Alarm Preset Automatically sets an alarm
109. only AGRE Retrieve All High Priority Chapter 6 Page 85 Defining Filter Strings Messages are filtered based on the information contained in their To From and Subject header fields The information that defines what your Palm III organizer is looking for is called a filter string You create a filter string by listing the words you want your Palm III organizer to find and separating them with either a comma or a space Each word in the filter string is joined by an implicit OR because of this you should not enter connecting words such as AND or OR To create a more complex filter you can define filter strings for the To From and Subject fields simultaneously Your Palm III organizer joins the filter strings for these fields using an implicit AND Once again you should not add connecting words Your Palm II organizer will do that for you For example suppose you want to receive only messages from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings To field filter string jsmith aol com jjones aol com Subject field filter string Apollo Project Your Palm III organizer interprets this as Accept messages about the Apollo Project from John Smith or Jack Jones Do not accept messages from other people Do not accept messages from John or Jack about any other subject When you define a string note that your Palm III organizer searches
110. options are called a conduit By default Palm Desktop synchronizes all files between the Palm III organizer and the Palm Desktop In general you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on either your Palm III organizer or Palm Desktop or to avoid synchronizing a particular type of file because you don t use it In addition to the Date Book Address Book To Do List Memo Pad and Expense application conduits Palm Desktop includes System and Install conduits The System conduit backs up the system information stored in your Palm III organizer including Graffiti software ShortCuts The Install conduit is used to install Palm compatible applications To customize HotSync application settings 1 Click the icon in the Windows System Tray to open the HotSync Manager menu Tip You can also click the HotSync command on the Palm Desktop menu bar to open the HotSync Manager menu 2 Click Custom from the HotSync menu to open the Custom dialog 3 Select the appropriate user name from the list at the top of the dialog 4 Click an application in the Conduit list to choose the conduit you want to change 5 Click the Change button to open the Change HotSync Action dialog Page 54 Applications Handbook for the Palm III Organizer 6 Change Huta Atos Harian dagen kor Daca Bee r i TH G Epeha asy Msj hij Heip E C
111. or example if you find that you seldom use the To Do List application and often use the Expense application you can assign the To Do List button to start the Expense application Any changes you make in the Buttons Preferences screen become effective immediately you do not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher See Selecting Applications in the Basic Handbook for the Palm III Organizer To change the Buttons Preferences 1 Tap the pick list next to the button you want to assign in the Buttons Preferences screen to display a list of all the applications installed on your Palm III organizer w Buttons Preferences Select an application to customize each button Tap arrow to show pick list 2 Tap the application that you want to assign to the button Note To restore all of the buttons to their factory settings tap the Default button Pen Preferences The Buttons Preferences screen enables you to change the Button assignment of the full screen pen stroke By default the full screen pen stroke activates the Graffiti Help dialog Page 102 Applications Handbook for the Palm III Organizer Memo 1 of 1 w Unfiled Graffiti gt olsi Drag to top of screen To change the Pen preferences 1 Tap the Pen button in the Buttons Preferences
112. or the Palm III Organizer HotSync Options Li j Tap to Truncate Options Li Settings for w Local HotSync select Truncate message after f i maximum uu Send only length 250 characters All messages will be syn 500 characters chronized between the 1000 characters handheld and the remote 2000 characters email system aif 4000 characters 6000 characters 8000 characters Tap Truncate 2 Tap to select the truncation setting you want The values range from 250 characters to 8000 characters Tip If you select a low truncation value you will have more room on your Palm III organizer to store messages 3 Tap OK to confirm your selection and return to the HotSync Options dialog Mail Menu Commands The Mail application includes menu commands to make it fast and easy to perform common file and editing tasks This section explains the menu commands that are specific to the Mail application See Using Menus in the Basic Handbook for the Palm II Organizer for information about menu commands that are common to all of your Palm III organizer applications Message Menu The Message menu varies based on whether you are viewing a message creating a message or viewing the Message List Message KYS New N Purge Deleted E ERT Edit Options Save Draft WwW Purge Deleted E Message List New Message Purge Deleted E View Message Chapter 6 Page 89 New Displays the Create Message s
113. ou select the Options menu its menu commands vary depending on whether you are creating or editing a message Options O Font s F Preferences R HotSync Options H About Mail TI Font F Preferences R HotSync Options H Look Up L About Mail Message List New Message Font Enables you to adjust the size of the text on the screen This can make it easier to read the text or to fit more text in the display area Preferences Enables you to define a specific string of text as a signature and to select whether or not your Palm III organizer displays an alert when you delete a message HotSync Opens a dialog where you can select different Options ways to filter messages synchronized between your desktop e mail application and your Palm III organizer You can create simple or complex filters to control the type of messages downloaded to your Palm III organizer In addition you can define separate settings for local and remote synchronizations Look Up Opens a dialog which contains the Address List from your Address Book By tapping a selection you enter that address into the To field of any message you are creating Note The Look Up command is available only when you are creating a message About Mail Shows version revision information for the Mail application Chapter 6 Page 91 Page 92 Applications Handbook for the Palm III Organizer Chapter 7 Memo Pad c3 The Memo Pad
114. our Palm III organizer creates a new event The start date of this new event is the day on which the setting is changed Past occurrences prior to the day of the change are left alone and not changed m If you make a change to one occurrence of a repeating event e g time that occurrence no longer shows the Repeat icon Marking a Private Event You can designate a specific event as private When you activate the Security features your Palm III organizer hides all private entries and you must enter a password to display them on the screen To mark an event as private 1 Tap the event you want to mark as private 2 Tap the Details button to open the Event Details dialog for that event 3 Select the Private check box 4 Tap the OK button to close the Event Details dialog and return to the Date Book screen Deleting an Event There are three ways to delete an event from the Date Book application simply delete the text of the event use the Menu Commands described in the Record Menu section later in this chapter or use the Event Details dialog Note If you delete the text of a repeating event you delete all instances of that event If you use the Menu Command or the Event Details dialog you can delete one occurrence of the event as an exception or all occurrences To delete an event with the Event Details dialog 1 Tap anywhere in the text area of the event to delete 2 Tap the Details button to ope
115. our Expense data maps to row and column areas of your final report different Sections require different definitions for the data mapping To create additional Sections with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the mapping table The only data that differs in the prepaid section from the non prepaid section is the row column numbers for the expense type Analyzing Your Custom Expense Report If you already have a custom Excel expense report you can use it with a modified mapping table However before you can create a Maptable xls file that corresponds to your custom Expense Report you must first analyze the characteristics of your report Page 150 Applications Handbook for the Palm III Organizer 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 the numbers for the start rows and columns On the printed copy identify the data Sections A Section is an area of data with common row and column formatting A yel
116. our Palm III organizer General Preferences The General Preferences screen is where you set the time date auto shut off interval and sounds for your Palm III organizer Setting the Current Time Use the Set Time button in the General Preferences screen to set the current time for your Palm III organizer To set the current time 1 Tap the time in the General Preferences screen to open the Set Time dialog Preferences w General Set Time Auto off after w 2 minutes System Sound w Medium Alarm Sound w Medium Game Sound w Medium Beam Receive w On Page 106 Applications Handbook for the Palm III Organizer 2 Tap the up or down arrows to change the number for the hour 3 Tap the minutes numbers and then tap the arrows to adjust the settings for the current time 4 Tap the AM or PM box to select the time of day Note Your Palm III organizer can also display time based on a 24 hour clock See the Formats Preferences section in this chapter 5 Tap the OK button to close the Set Time dialog and return to the General Preferences screen Setting the Current Date Use the Set Date button in the General Preferences screen to set the current date for your Palm III organizer To set the current date 1 Tap the date in the General Preferences screen to open the Set Date dialog 2 Tap the arrows at the top to select the current year Tap arrows to select year PEE Feb Mor Apr may
117. p the OK button to confirm your filter strings and close the HotSync Options dialog Chapter 6 Page 87 High Priority Messages The Retrieve All High Priority setting lets you retrieve messages marked high priority even if those messages would have been blocked by a defined filter To retrieve high priority messages 1 Tap the Filter box in the HotSync Options dialog to display additional filter options 2 Select the Retrieve All High Priority check box to retrieve all messages marked high priority HotSync Options Li Settings for w Local HotSync Tap Lan Send only GIES check Retrieve All High Priority box w Ignore Messages Containing 3 Tap OK to confirm your selection and close the HotSync Options dialog Note This setting is applicable only if your e mail application has the capacity to flag high priority messages Truncating Messages The Truncate feature lets you set a point at which long messages truncate when downloading to your Palm III organizer By default this Truncate value is 4000 characters By truncating long messages you reduce the time it takes to synchronize your desktop e mail and Palm Mail as well as the amount of storage space e mail uses on your Palm III organizer Note Truncation is separate and independent from filtering To truncate messages 1 Tap the Truncate button in the HotSync Options dialog to open the Truncate Options dialog Page 88 Applications Handbook f
118. pplications Handbook for the Palm III Organizer Note If you have Network HotSync software installed on your Palm III organizer the Remote Setup dialog appears instead See Network Preferences for more information 4 Enter the telephone number to access the modem connected to your computer 5 Ifneeded enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box Tip You can enter a comma in the field to introduce a pause in the dialing sequence 6 Ifthe phone line you re using for the Palm III organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 7 If you want to use a calling card to place the call select the check box and enter the calling card number 8 Tap OK to return to the HotSync dialog 9 Tap the icon to open the HotSync menus 10 Tap Modem Setup from the Options menu to display the Modem Preferences screen 11 Enter the Modem Preference settings as described in Modem Preferences Selecting the Conduits for a Modem HotSync Operation The Conduit Setup dialog on your Palm III organizer enables you to define which files and or applications synchronize during a modem HotSync operation You can use these settings to minimize the time required to synchronize data with a modem To change the Conduit Setup for a modem HotSync operation 1 Tap the ea icon in the
119. prompts you to confirm that you want to purge all the records from the selected category Page 44 Applications Handbook for the Palm III Organizer Options Menu When you select the Options menu its commands appear on screen Preferences Preferences Custom Currencies About Expense Record Edit yt Custom Currencies Y About Expense 7R Activates the Preferences dialog which is used to activate the automatic fill feature and to set the default currency symbol Preferences Li Use automatic fill when entering data Default Currency w m Use automatic fill Enables you to select an expense type by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE m Default currency Sets the default currency symbol for the Expense application Enables you to define additional currency symbols for the Expense application Note Youneed to use this command only if the currency symbol you need is not available in the Currency pick list of the Receipt Details dialog See Entering Receipt Details earlier in this chapter Shows version revision information for the Expense application Chapter 4 Page 45 To define a custom currency symbol 1 Choose Cus
120. provides a place to take notes that are not associated with Date Book Address Book or To Do items With the Memo Pad you can Take notes or write any kind of message on your Palm II connected organizer Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm Desktop software and HotSync technology Assign categories for memos This enables you to quickly view just your business related memos personal memos or any other category that you define Quickly jot down phone numbers and other types of information Later you can copy and paste this information to other applications To open the Memo Pad Press the Memo Pad button on the front panel of the Palm II organizer to display the Memo List screen Memo Pad button Chapter 7 Page 93 Working With Memos A memo is where you enter review and modify the individual Memo Pad entries 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 Palm II organizer To create a new memo 1 Open the Memo Pad application 2 Tap the New button to create anew memo w Unfiled 1 11 22 Meeting Minutes Tap New t Note In the Memo List screen you can also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 3 Enter the text you want to appe
121. puter when you perform a HotSync operation To create a ShortCut 1 Tap the New button in the ShortCut Preferences screen to open the ShortCut Entry dialog Preferences w Shortcuts ShortCut Entry i ShortCut Name br Breakfast ds Date Stamp dts Date and Time Stamp lu Lunch me Meeting ts Time Stamp 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 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 Chapter 8 Page 125 4 Tap the OK button to close the ShortCut Entry dialog and define your ShortCut Tip To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode ShortCut lt 2 A 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 in the ShortCuts Preferences screen 2 Tap the Edit button to display the ShortCut Name and ShortCut text in the ShortCut Entry dialog 3 Make the changes you want and tap the OK button Deleting a ShortCut If you no longer need a ShortCut you can d
122. r 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 your custom Expense Report 9 Determine the Label settings The orientation of the data fields Row Column appears in the yellow section of the table jt ml E T mee eaii Laii foi ba Tori lata I Wititi i itel Eje ee Egmne Type msikie f apene par ieaie ji apene pee flake Enne Tye Determine whether the Rows will contain expense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can LA place only one x in the Row section columns 2 5 Determine whether the Columns will contain expense or date LA information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can LA place only one x in the Column section columns 6 9 10 Define the dimensions of the Section The dimensions of the Section appear in the green columns 10 13 fad Free E a Carana aaan Flor fiat Cookers e ee Ge ee of Represents the total number of rows in the Section Rows excluding any header or total rows In other words this includes only the number of rows in the Section where your Palm III organizer data will be placed of Represents the total number of columns in the Columns S
123. ress you are identifying a specific server that handles the translation services Each IP address has four sections separated by periods In the Details dialog you enter each section separately Each section of an IP address is made up of anumber from 0 to 255 numbers are the only allowable characters in this field Note Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers Tip Many systems do not require that you enter a DNS If you are not sure leave the DNS field blank Page 118 Applications Handbook for the Palm III Organizer To enter a primary and secondary DNS 1 Select the Query DNS check box 2 Tap the space to the left of the first period in the Primary DNS field then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Tap the second section of the Primary DNS field then enter the second section of the IP address 4 Tap the third section of the Primary DNS then enter the third section of the IP address 5 Tap the last section of the Primary DNS field then enter the last section of the IP address 6 Repeat steps 1 through 4 for the Secondary DNS number 7 Tap the OK button to confirm your selection and return to the Network Preferences screen IP Address Everyone who logs on to the Internet needs to have a unique identifier an IP address whether permanent or temporary Some ne
124. ress Book entry you can update it or enter additional information any time To edit an Address Book entry 1 Tap the Address Book entry that you want to change to display the Address View screen for that entry 2 Tap the Edit button or anywhere on the screen to display the Address Edit screen Address View Address Edit w Unfiled Melanie Carter Last name Carter Work 212 395 6277 eb lesa Home 212 395 4511 c z ompany E mail mearter aol com v Work 2267 Sth Avenue ee w Home New York NY w Fax Other w E mail Address City N 3 Tap any field Address City etc and enter or change the information 4 After you finish tap the Done button to return to the Address List screen Deleting an Address Book Entry There are two ways to delete an entry use the Menu Commands described in the Record Menu section of this chapter or use the Address Entry Details dialog To delete an entry with the Address Entry Details dialog 1 Tap the Address Book entry that you want to delete to display the Address View screen for that entry Tap the Edit button to display the Address Edit screen Tap the Details button to open the Event Details dialog Tap the Delete button to open the Delete Address alert a FY N Tap the OK button to confirm you want to delete the entry Page 4 Applications Handbook for the Palm III Organizer Working With Address Book Entries Your Palm III organizer enables you
125. rm 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 reminder message appears on the screen of the Palm III organizer For example you could create a reminder for an untimed event that occurs on February 4th If the alarm reminder is set for 5 minutes the alarm reminder appears at 11 55 PM on the night of February 3rd The reminder remains on the screen until you turn on your Palm III organizer and tap the OK button to dismiss it Scheduling Repeating Events The Repeat function enables you to schedule events that recur at regular intervals A birthday is a good example of an event that repeats annually Another example would be a weekly guitar lesson that falls on the same day of the week and the same time of day After you enter a repeating event a amp icon appears to the far right of the event Chapter 3 Page 23 To schedule a repeating event 1 2 3 Tap anywhere on the text of an event in the Date Book screen Tap the Details button to open the Event Details dialog Tap the Repeat box in the Event Details dialog to open the Change Repeat dialog Change Repeat Li Event Details E Doy Week Month Year Time i Tap one of the above Date buttons to set a repeat interval Alarm Repeat Private 0O No Repeat 4 Tap Day Week Mon
126. sage you want to restore 3 Tap the Edit button to display and modify the message Note After you display and modify the message you can send it or save it as a draft Purging Deleted Messages Because your Palm III organizer stores deleted messages in the Deleted folder until you perform a HotSync operation deleted messages can monopolize storage space To avoid or correct this problem you can purge the contents of your Deleted folder Messages that you purge will still delete from your desktop e mail application during the next HotSync operation To purge the contents of the Deleted folder 1 Tap the o icon to open the Mail menus 2 Tap Purge Deleted from the Message menu 3 When your Palm III organizer displays the Purge Deleted Messages alert tap the Yes button to confirm that you want to purge the contents of the Deleted folder Note You cannot restore messages after you purge them Chapter 6 Page 79 Message List Options Message List Options enable you to manage the way the Message List displays information Folders Your Palm III organizer provides five different folders each pertaining to a particular mail category The Message List displays the messages in the folder you select Folders provide an efficient way to manage the mail you send and receive To select a folder 1 Tap the pick list in the upper right corner to open the following list of folders Inbox Contains the mail from your desktop e m
127. screen to open the Pen dialog Select a feature you can access by dragging your pen from the writing area to the top of the screen w Graffiti Help 2 Tap the pick list and select one of the following settings for the full screen pen stroke Backlight Activates the backlight feature of the PalmPilot Personal PalmPilot Professional Edition and Palm III organizer You can use this setting instead of the power button to turn the backlight on and off Keyboard Activates the on screen keyboard for entering text characters Graffiti Help Activates a series of screens that show the complete Graffiti pen stroke character set Chapter 8 Page 103 Turn Off amp Lock Turns off and locks the Palm III organizer You must assign a password to lock the Palm III organizer When locked you need to enter the password to use your Palm II organizer Beam Data Beams the current entry to another 3Com connected organizer 3 Tap the OK button to complete your selection and return to the Buttons Preferences screen HotSync Buttons Preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the Palm III organizer cradle and the HotSync button on the optional PalmPilot Modem Any changes that you make in the HotSync Buttons dialog become effective immediately you do not have to change to a different screen or application To change the HotSync Buttons preferences
128. se the Select Currencies dialog and activate your selections Note If the currency you want to use is not in the list of countries you can create your own custom country and currency symbol See Expense Menu Commands later in this chapter for details Show Options The Show Options define the sort order and other settings that relate to your expense items To open the Show Options dialog 1 Tap the Show button in the Expense List to open the Show Options dialog Page 38 Applications Handbook for the Palm III Organizer 4 14 Taxi 4714 Lunch i Show Options Li 4 14 Hotel 4 14 Car Rental Sort by w Date Distance w Miles Show currency 2 Select any of the following options Sort By Enables you to sort the Expense entries by date or expense type Distance Enables you to display Mileage entries in miles or kilometers Show Currency Shows or hides the currency symbol in the expense list 3 Tap the OK button to close the Show Options dialog and activate your selections Transferring Your Data to Microsoft Excel After you enter your expenses into the Expense application on your Palm III organizer the Palm Desktop software enables you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the Palm III organizer package The procedures
129. t your Palm III organizer removes the entry from the Address Book but retains a copy of the entry and transfers it to an archive file on your computer the next time you perform a HotSync operation To remove the entry completely clear the Save archive copy on PC check box can create a Note for the current entry Page 10 Applications Handbook for the Palm III Organizer Delete Note Beam Address Beam Category Select Business Card Beam Business Card Options Menu Opens an alert dialog prompting you to confirm deletion of the Note attached to the entry Tap the OK button to delete the Note or tap the Cancel button to close the alert dialog and keep the note Beams the current Address Book entry to another 3Com connected organizer through the IR port Beams all Address Book entries in the current category to another 3Com connected organizer through the IR port Enables you to select the current Address Book entry as your business card To beam your business card to other 3Com connected organizers use the Beam Business Card command Sends the current business card to another 3Com connected organizer through the IR port You can also initiate this command by holding down the Address Book button for at least two seconds This is a convenient way to exchange business cards with other 3Com connected organizer users When you select the Options menu its commands appear on screen Font Record Edit
130. tates it is based on a 12 hour clock with an AM or PM suffix All your Palm III organizer applications use the Country default settings You can however customize your own preferences as described in the Time Date Week Start and Numbers Formats section later in this chapter To set the country default 1 Tap the country name in the Formats Preferences screen to open the Country pick list ecu Formats Preset to w United States Time w HH MM am prn 7 06 prm Date w M D Y 4 14 98 Apr 14 1998 Week starts w Sunday Numbers w 1 000 00 2 Tap the setting you want to use Chapter 8 Page 105 Time Date Week Start and Numbers Formats The Time setting defines the format for the time of day The time format that you select appears in all applications on your Palm III organizer To select the Time Date Week start and Numbers format 1 Tap the Time pick list in the Formats Preferences screen and select the format that you want for your Palm III organizer 2 Tap the Date pick list and select the format that you want for your Palm III organizer 3 Tap the Week starts pick list and select whether you want the first day of the week to be either Sunday or Monday Note This setting controls the Day Week and Month views in the Date Book application and all other aspects of your Palm III organizer that display a calendar 4 Tap the Numbers pick list and select the format that you want for y
131. te 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 defines how long your Palm III organizer waits before dropping the connection with your ISP or dial in server when you switch out of a TCP IP application Chapter 8 Page 117 To set the Idle Timeout 1 Tap the Idle Timeout pick list and select one of the following options Immediate 1 minute 2 minutes 3 minutes Power Off Your Palm III organizer drops the connection to your ISP immediately when you switch to another application Your Palm III organizer waits one minute for you to open another application before it drops the connection Your Palm III organizer waits two minutes for you to open another application before it drops the connection Your Palm III organizer waits three minutes for you to open another application before it drops the connection Your Palm III organizer keeps your PPP or SLIP connection until you power off your Palm III organizer or until it times out This option works best with the PalmPilot Modem 2 Tap the OK button to confirm your selection and return to the Network Preferences screen 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 add
132. th or Year in the Change Repeat dialog 5 Enter a number that corresponds to how often you want the event to repeatin the Every area For example if you select Month and enter the number 2 the event repeats every other month If you want to specify an ending date for the repeating event tap the End on pick list and tap Choose Date Use the Date Picker to select an end date Tap the OK button to close the Change Repeat dialog and activate your settings Considerations for the Repeat Function If you change the start date of a repeating event your Palm III organizer calculates the number of days you have moved the event Your Palm III organizer then automatically changes the end date to maintain the duration of the repeating event If you change the repeat type e g daily to weekly of a repeating event past occurrences prior to the day on which you change the setting are left alone and your Palm III organizer creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your Palm III organizer adjusts the end date to maintain the duration of the event Page 24 Applications Handbook for the Palm III Organizer m If you change other repeat settings e g time alarm private of a repeating event and apply the change to all occurrences y
133. tions Handbook for the Palm III Organizer Options Menu When you select the Options menu its commands appears on screen Record Edit eats Font s F Phone Lookup L About To Do List Font Displays the Select Font dialog where you can choose a different font text style for your Address Book entries See Choosing Fonts in the Basic Handbook for the Palm III Organizer for details Phone Lookup Activates the Phone Lookup feature which is described in Using Phone Lookup in the Basic Handbook for the Palm III Organizer About To Do List Shows version revision information for the To Do List application Chapter 10 Page 141 Page 142 Applications Handbook for the Palm III Organizer Appendix A Expense Templates This appendix provides illustrations of the four expense templates that come with the Palm Desktop software You may use or modify any of these templates when creating expense reports with data from the Expense application Sample 1 Mg PEL aiii ii Appendix A Page 143 Sample 2 im it E i 53 imm i i hay gph pipea Mm ia iaia Gal he iana ana Bai h haa a E mee e ET _ MEA Sompio ST 1 Eir Page 144 Applications Handbook for the Palm III Organizer Sample 3 a rumpled at B aa b an mhii en wmitine oF eeeee
134. tom Currencies from the Options menu to open the Custom Currencies dialog Custom Currencies Create your own custom currencies by tapping on the country name below Tap a Country button 2 Tap one of the four Country boxes to open the Currency Properties dialog Currency Properties Country Symbol 3 Enter the name of the country and the symbol that you want to appear in the Expense application and then tap the OK button to define your setting 4 Tap the OK button to close the Custom Currencies dialog Note If you want to use your custom currency symbol as the default for all Expense entries choose the symbol in the Preferences dialog If you want to use your custom currency symbol only for particular expense items choose the symbol in the Receipt Details dialog associated with those items Page 46 Applications Handbook for the Palm III Organizer Chapter 5 HotSync HotSync technology enables you to synchronize data between one or more 3Com connected organizers and the Palm Desktop software To synchronize data you must connect your Palm III connected organizer and Palm Desktop either directly with a cable or indirectly with a modem or network With HotSync technology you can m Synchronize the Date Book Address Book To Do List Memo Pad and Expense entries on your Palm III organizer with the entries on your computer and vice versa m Manage individual or multiple 3Com connected organ
135. ts HotSync ily Send only Filter Unread y an Send only Hiter Unread All messages will be syn options chronized between the chronized between the handheld and the remote handheld and the remote email system nl email system All messages will be syn Note For more information about Local and Remote HotSync operations see the HotSync chapter 4 Tap the filtering option you want to apply The following filtering options are available Page 82 Applications Handbook for the Palm III Organizer All During synchronization all of the messages in your desktop e mail Inbox synchronize with your Palm III organizer and all messages in your Palm III organizer Outbox are sent to your desktop e mail application Send Only During synchronization only the messages in your Palm III organizer Outbox are sent to your desktop e mail application where they are sent to their final destination Filter During synchronization all messages in your Palm III organizer Outbox are sent to your desktop e mail application and messages in your desktop e mail Inbox that meet specific criteria download to your Palm III organizer When you select the Filter setting the HotSync Options dialog opens and displays additional filter settings See Creating Special Filters for details Unread During synchronization only unread messages download to your Palm III organizer from your desktop e mail Inbox and all messages in
136. tures records Forgotten Password OK Cancel Turn Off amp Lock Device es co 2 Enter the password that you want for your Palm III organizer 3 Tap the OK button to open a confirmation dialog 4 Enter the same password a second time and tap the OK button to assign that password to your Palm III organizer Page 128 Applications Handbook for the Palm III Organizer Hiding Private Entries You can hide the entries that you mark as private If you assign a password you must enter it to show entries you mark as private Note that your Palm III organizer merely hides the entries it does not delete them To hide Private entries 1 Tap the Hide box in the Security screen to open the Hide Records dialog Hide Records Li Records marked gecccccccccoccscososssese Private in details liae daad dialogs will be hidden If a password is Password Features assigned you must enter it to show Forgotten Password private records Turn Off amp Lock Device 2 Tap the Hide box to hide entries you mark Private and to close the Hide Records dialog Chapter 9 Page 129 Showing Private Entries After you hide Private entries you can use the Security application to display them again To show Private entries 1 Tap the Show box in the Security screen If you did not assign a password your Private entries should be visible If you did assign a password the Show Private Records dialog appears
137. tworks dynamically assign a temporary IP address when clients log in The IP Address field lets you identify whether your network provides automatic dynamic temporary IP addressing Note If your IP address is permanently assigned you will need to get that information from your System Administrator If you are not sure select Automatic To identify dynamic IP addressing m Select the IP Address check box to activate this option Details Connection type w PPP Idle timeout w Power Off Query DNS W IP Address 4 Automatic Tap to select automatic IP address Chapter 8 Page 119 To enter a permanent IP address 1 Clear the IP Address check box to disable this option 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 to 255 3 Tap and enter the remaining sections of the IP address 4 Tap the OK button to confirm your selection and return to the Network Preferences screen Creating a Login Script A login script is a series of commands similar to an autoexec bat file that automates logging into your ISP You can create login script files by selecting commands from the Command pick list in the Login Script dialog Some commands from the Command pick list such as Send require you to supply additional information Those commands have a parameter field so that you
138. ubs Package sent message ben_adams netc Package sent I mailed the materials you requested this morning lt gt Please contact me if you don t receive them by the end of the week Tap to modify message 3 Tap the Edit button to remove the message from the Outbox folder and place it back in the New Message screen Page 76 Applications Handbook for the Palm III Organizer Draft Messages There are times when you may not want to immediately send a message you compose for example you may want to add additional information before sending it Your Palm III organizer stores such messages in the Draft folder until you are ready to edit them When you edit a draft it becomes a new message again Note When you re creating or editing a message you can also save a message as a draft by canceling it When you cancel a message Palm III organizer opens a dialog asking if you want to save the message If you tap the Yes button your Palm III organizer saves a draft of your message To save a message aS a draft 1 Create a message in the New Message screen 2 Tap the o icon to open the Mail menus 3 Tap Save Draft from the Message menu to move the message to the Draft folder To edit a message saved as a draft 1 In the Message List screen tap Draft from the pick list in the upper right corner to display a list of the messages in the Draft folder 2 Tap the draft you want to disp
139. us next month Dashed line indicates daily repeating Dots on right side indicate events Dot below date indicates untimed events Month view button Tap any day that appears in the Month View screen to move directly to that day with the Day View screen Tap the arrows at the top to move forward or backward a month Tap the Go to button to open the Date Picker and choose a different month Page 28 Applications Handbook for the Palm III Organizer When the Month View is on the screen you can use the scroll button on the front panel of the Palm III organizer to move between months Press the upper half of the button to display the previous month or press the lower half to display the next month Note You can control the dots and lines that appear in the Month View See Options Menu later in this chapter Date Book Menu Commands The Date Book includes menu commands to perform common file and editing tasks This section explains the menu commands that are specific to the Date Book See Using Menus in the Basic Handbook for the Palm II Organizer for information about menu commands common to all of your Palm II organizer applications Record Menu When you select the Record menu its commands appear on screen Record New Event N Delete Event D Attach Note A Delete Note zO Purge Beam Event New Event Creates an event and opens the Set Time dialog where you can choose start and e
140. viously read To open a message m Tap a message in the list to open it igs Message 1of5 Recipient To johndoe aol com Z From mary aol com Subject subj Dinner Plans Date 1 28 98 2 30 pm John We are meeting at Dan and Leslie s place around 8 00 PM Don t forget to bring the birthday present for Dan See you there o Page 66 Applications Handbook for the Palm III Organizer Messages appear by default in the abbreviated mode To switch from the abbreviated mode to the full header mode see Displaying Full Header Information later in this chapter To close a message m Tap the Done button to close the message and return to the Message List Message Fonts You can modify the way messages appear by changing the font text style See Choosing Fonts in the Basic Handbook for the Palm III Organizer for details Displaying Full Header Information By default Mail displays abbreviated header information The abbreviated header displays only the From and Subject fields The full header provides complete information about the sender receiver and CC recipients in addition to the subject and date the message was created Mail uses the header type you select for all your messages To display full header information 1 Open a message 2 Tap the Complete Header icon to display the full header ery Message tofS CE Complete Header icon johndoe aol com From mary aol com Subj
141. y To open the Address Entry Details dialog 1 Tap an Address Book entry to display the Address View screen for that entry 2 Tap the Edit button to display the Address Edit screen 3 Tap the Details button to open the Address Entry Details dialog Address Entry Details Show in List w Work Category w Unfiled Private O Chapter 1 Page 7 4 Select any of the following settings Show in List Choose which type of phone or other information appears on the Address List screen for the current entry Your options are Work Home Fax Other and E mail Category Assign the entry to a particular category Your options are Business Personal QuickList Unfiled and Edit Categories Private Hide this entry when the security features are turned on Beaming Address Entries to Other 3Com Connected Organizers The IR port on your Palm III organizer enables you to beam Address Book entries to other 3Com connected organizers You can beam any of the following m Business card A specially designated entry containing information you want to exchange with business contacts You can send your business card quickly with one touch beaming m Current address entry The entry currently selected on your Palm III organizer For example you may want to beam the name of a business contact to a coworker who also uses a Palm III organizer m Category of address entries All of the entries that you have assigned to the selected category
142. your Palm Outbox are sent to your desktop e mail application Note The All setting does not mean that all information included in each message downloads to your Palm III organizer Truncation settings explained in a following section for long messages still apply Also Mail never downloads any attachments to your Palm III organizer The message and any text information appear but the attachment is left in your desktop e mail application 5 If you selected All Send Only or Unread tap the OK button to confirm your selection and close the HotSync Options dialog If you selected Filter continue to the next section Chapter 6 Page 83 Creating Special Filters You can create special filters to control the type of messages that download to your Palm III organizer during synchronization Special filters work on the premise of ignoring or retrieving messages that contain specific information in their header fields To create a special filter you must decide whether you want to ignore or retrieve certain messages Then based on that decision you must tell your Palm III organizer what it needs to look for in the To From and Subject header fields to single out those messages To access the special filter settings m Tap the Filter box in the HotSync Options dialog to display the filter settings HotSync Options Li HotSync Options Li Settings for w Local HotSync Settings for w Local HotSync FIM Send only aay All Se
143. yron 213 343 9801 Conner Sandy 301 933 6833 W A LOOK UP nonn Tap New 3 Enter the last name of the person you want to add to your Address Book Page 2 Applications Handbook for the Palm III Organizer Note Your Palm III organizer automatically capitalizes the first letter of each field except numeric and e mail fields You do not have to use the Graffiti capital stroke to capitalize the first letter of the name 4 Use the Next Field Graffiti stroke to move to the First Name field Next Field j Note You can also move to any field by tapping it directly 5 Enter the person s first name in the First Name field 6 Repeat steps 4 and 5 to enter the other information that you want to include in this Address Book entry 7 Tap the arrows to move to the next page of information 8 After you finish entering information tap the Done button to return to the Address List screen Address Edit w Unfiled Last name Cart First name yi Title Company w Work w Home i v Fax w Other w E mail r Tap Done Tip You can create an Address Book entry that always appears at the top of the list by beginning the Last name or Company name field with a blank space For example you might create an If Found Call entry that contains your name and phone number in case you lose your Palm III organizer Chapter 1 Page 3 Editing an Address Book Entry After you create an Add

Palm III Organizer - Applications Handbook

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