Applications Handbook for the Palm IIITM 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 respective owners. This product is not manufactured by Pilot Corporation or Pilot Corporation of America, manufacturers and distributors of writing instruments. Disclaimer and Limitation of Liability 3Com Corporation and its subsidiaries assume no responsibility for any damage 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 damage 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 III Organizer before using the accompanying software program(s). Using any part of the software 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 access 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 .....................................2 Working With Address Book Entries ................................................5 Address Book Menu Commands .....................................................10 Chapter 2: Calculator Using the Calculator Screen ..............................................................13 Calculator Menu Commands ...........................................................15 Chapter 3: Date Book Scheduling an Event ..........................................................................18 Rescheduling an Event ......................................................................22 Setting an Alarm for an Event ..........................................................22 Scheduling Repeating Events ...........................................................23 Marking a Private Event ....................................................................25 Deleting an Event ...............................................................................25 Changing the Date Book View .........................................................26 Date Book Menu Commands ............................................................29 Chapter 4: Expense Creating an Expense Item .................................................................33 Entering Receipt Details ....................................................................35 Show Options ......................................................................................38 Transferring Your Data to Microsoft Excel .....................................39 Expense Menu Commands ...............................................................44 Chapter 5: HotSync® The HotSync Process and the HotSync Manager ..........................47 Performing a HotSync Operation for the First Time .....................48 Conducting a Local HotSync Operation .........................................50 Selecting HotSync Setup Options ....................................................50 Customizing HotSync Application Settings ...................................54 Conducting a HotSync Operation via Modem ..............................55 Conducting HotSync Operation via a Network ............................59 Creating a User Profile ......................................................................59 Using File Link ....................................................................................61 Chapter 6: Mail Setting Up Mail on the Desktop .......................................................63 Synchronizing Mail with your E-Mail Application .......................66 Opening Mail on your Palm III organizer ......................................66 Viewing Messages ..............................................................................66 Creating Messages ..............................................................................68 Contents Page iii Looking Up an Address .................................................................... 70 Adding Message Details ................................................................... 72 Sending Messages .............................................................................. 75 Editing an Unsent Message .............................................................. 76 Draft Messages ................................................................................... 77 Filing a Message ................................................................................. 78 Deleting Messages ............................................................................. 78 Message List Options ........................................................................ 80 HotSync Options ................................................................................ 82 Creating Special Filters ..................................................................... 84 Defining Filter Strings ....................................................................... 86 High-Priority Messages .................................................................... 88 Truncating Messages ......................................................................... 88 Mail Menu Commands ..................................................................... 89 Chapter 7: Memo Pad Working With Memos ....................................................................... 94 Arranging Memos .............................................................................. 95 Marking a Private Memo .................................................................. 96 Deleting a Memo ................................................................................ 97 Memo Pad Menu Commands .......................................................... 98 Chapter 8: Preferences Buttons Preferences ......................................................................... 102 Digitizer Preferences ....................................................................... 105 Formats Preferences ........................................................................ 105 General Preferences ......................................................................... 106 Modem Preferences ......................................................................... 109 Network Preferences and Palm TCP/IP Software ...................... 110 Owner Preferences ........................................................................... 124 ShortCuts Preferences ..................................................................... 125 Chapter 9: Security Assigning a Password ..................................................................... 128 Hiding Private Entries ..................................................................... 129 Showing Private Entries .................................................................. 130 Locking Your Palm III Organizer .................................................. 130 Changing or Deleting a Password ................................................. 131 Recovering from a Forgotten Password ....................................... 132 Page iv Applications Handbook for the Palm III Organizer Chapter 10: To Do List Opening the To Do List ...................................................................133 Working With To Do Items .............................................................134 To Do Item Details ...........................................................................136 Deleting a To Do Item ......................................................................137 To Do Show Options ........................................................................138 To Do List Menu Commands .........................................................139 Appendix A: Expense Templates Expense Templates ...........................................................................143 Appendix B: Creating a Custom Expense Report About Mapping Tables ....................................................................147 Customizing Existing Sample Templates .....................................148 Determining the Layout of the Expense Report ..........................149 Analyzing Your Custom Expense Report .....................................150 Programming the Mapping Table .................................................151 Using Applications Other Than Microsoft Excel .........................156 Expense File Details .........................................................................156 Appendix C: Non-ASCII Characters for Login Scripts Use of ^char ......................................................................................157 Carriage Return and Line Feed ......................................................157 Literal Characters .............................................................................158 Index Index....................................................................................................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: s Quickly look up or enter names, addresses, phone numbers and other information. Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name. Define which phone numbers appear in the Address List screen for each Address Book entry. Attach a note to each Address Book entry where you can enter additional information about the entry. Assign categories to your Address Book entries, so you can quickly sort and view your entries in logical groups. Press the Address Book button on the front panel of the Palm IIITM connected organizer to display the Address Book on the screen. s s s s To open the Address Book: s L IC AT IO LC U L AT 12 ab c M ENU 3 F IND Address button Chapter 1 R AP S CA P N O 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 PalmTM 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 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 name 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 You can also move to any field by tapping it directly. Note: 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. Tap Done Tip: You can create an Address Book entry that always appears at the top ...