® MODEL OZ-5600 ELECTRONIC ORGANIZER OPERATION MANUAL Quick Start ............................................. 8 Getting Started .................................... 41 General Operation ............................... 55 Time Management ............................... 69 Creating Your Own Database ............. 95 Memo and Outlining .......................... 103 Desk Accessories .............................. 117 Money & Account Management ........ 133 Features and Utilities for Added Power ..................................... 161 Using the Optional Peripherals ......... 169 Personalizing Your Organizer ........... 183 Appendices ........................................ 191 ® SHARP ELECTRONICS CORPORATION Sharp Plaza, Mahwah, New Jersey 07430-2135. SHARP CORPORATION PRINTED IN JAPAN 95G16T(TINSE1240PCZZ) 2 Introduction Congratulations on purchasing the OZ-5600 Organizer. Please read this operation manual thoroughly to familiarize yourself with all the features of the unit and to ensure years of reliable operation. You may also find it useful to keep this operation manual on hand for reference. Some of the accessories described in this manual may not be available at the time you purchase this product. Check with your local SHARP dealer concerning availability. All company and/or product names are trademarks and/or registered trademarks of their respective manufacturers. NOTICE · SHARP strongly recommends that you keep separate permanent written records of all important data. Data may be lost or altered in virtually any electronic memory product under certain circumstances. Therefore, SHARP assumes no responsibility for data lost or otherwise rendered unusable whether as a result of improper use, repairs, defects, battery replacement, use after the specified battery life has expired, or any other cause. · SHARP assumes no responsibility, directly or indirectly, for financial losses or claims from third parties resulting from the use of this product and any of its functions, such as stolen credit card numbers, the loss or alteration of stored data, etc. The information provided in this manual is subject to change without notice. · 1 Contents Introduction ...................................................... 1 Contents ........................................................... 2 Quick Start ........................................................ 8 Answers to Commonly Asked Questions .... 32 What Your Organizer Can Do ........................ 36 About this Manual .......................................... 37 Conventions Used in this Manual ................ 39 Caring for the Organizer................................ 40 Chapter 1 Getting Started ............................ 41 Part Names and Functions .......................... 42 Getting the Organizer Up and Running ....... 43 Installing the batteries .................................... 43 Initializing ....................................................... 44 Setting the Start-up Display ........................... 48 Setting the Password and Locking the Organizer ....................................................... 49 Setting the World City .................................... 49 To start working with the Organizer ............... 49 Turning the Organizer on and off .................. 50 Backlight ........................................................ 50 Setting the LCD contrast to suit various lighting conditions .......................................... 50 Turning off the initial display .......................... 51 Turning the key beep on and off .................... 51 Getting to Know Your Organizer .................. 52 Applications ................................................... 52 Menu operations ............................................ 52 Pop-up menus ............................................... 52 The keyboard ................................................. 53 Display symbols ............................................. 53 Built-in help and other messages .................. 54 Setting up the Organizer after Initialization . 45 Welcome messages and instructions ............ 45 Setting the Owner's Information .................... 45 Setting the Clock ........................................... 46 Setting the User's Preferences ...................... 47 Tel/User File Templates ................................ 47 Chapter 2 General Operation ....................... 55 Opening an Application ............................... 55 Selecting the Display Modes ....................... 56 Index mode .................................................... 56 View mode ..................................................... 57 Edit mode ....................................................... 57 Creating a New Entry .................................. 58 2 Editing an Existing Entry ............................. 59 Editing Techniques ...................................... 59 Fields ............................................................. 59 The cursor ...................................................... 60 Typing in text ................................................. 60 Moving around the display ............................ 61 Inserting and overwriting text ........................ 61 Deleting text ................................................... 61 Working with blocks of text ............................ 61 The Monthly view ........................................... 70 The Monthly view: Monthly Goals display ..... 70 The Weekly view ........................................... 71 The Daily view ............................................... 71 Finding entries using the Calendar views ..... 72 Selecting a date ............................................. 72 Making new Schedule, To Do and Ann entries ..................................................... 72 The Calendar application menu .................... 73 Scrolling the display ................................ 62 Finding Specific Entries in Your Organizer .. 63 Using Index mode .......................................... 63 Using keywords ............................................. 63 By date ........................................................... 64 The Schedule Application ............................ 74 Making new entries ........................................ 74 Finding Schedule entries ............................... 75 Moving appointments and editing entries ...... 75 Deleting entries .............................................. 76 Selecting a specific date ................................ 77 Making entries for recurring and extended events ............................................................ 77 Setting a Schedule alarm .............................. 79 The Schedule application menu .................... 80 Deleting Entries ........................................... 65 Deleting single entries ................................... 65 Deleting entries using the application menu . 65 Checking the Time and Date ....................... 66 Checking the Memory ................................. 67 The TOOLS Menu - the Organizer's Basic Utilities ......................................................... 68 Chapter 3 Time Management ....................... 69 The Calendar Application ............................ 69 Selecting a Calendar view ............................. 69 The To Do Application ................................. 80 Making new entries ........................................ 80 Finding entries using Index mode ................. 82 Controlling how the Calendar displays To Do information .......................................... 83 Using keywords ............................................. 83 3 Editing entries ................................................ 84 Checking off completed entries ..................... 84 Using categories ............................................ 85 Deleting To Do entries ................................... 88 The To Do application menu ......................... 89 Customizing the Index display ..................... 101 Modifying the Index sort order ..................... 101 Modifying the templates ............................... 102 The Ann (Anniversary) Application .............. 90 Making new entries ........................................ 90 Finding entries ............................................... 91 Editing Ann entries ........................................ 92 Deleting Ann entries ...................................... 92 The Ann application menu ............................. 93 Chapter 5 Memo and Outlining .................. 103 The Memo Application ............................... 103 Creating documents .................................... 103 Finding entries ............................................. 104 Editing Memo entries ................................... 105 Deleting Memo entries ................................. 105 Changing the way text is displayed ............. 106 Turning word wrap on and off ...................... 107 The Memo application menu ....................... 107 Chapter 4 Creating Your Own Database ..... 95 The Tel and User File Applications .............. 95 Selecting a file ............................................... 96 Creating new entries ...................................... 96 Finding entries ............................................... 96 Editing entries ................................................ 97 Deleting file entries ........................................ 98 The Tel application menu .............................. 98 The User File application menu ..................... 98 The Outline Application ............................. 107 Creating an outline ...................................... 107 Locating outlines .......................................... 109 Displaying full topics .................................... 109 Revising outlines ......................................... 110 Deleting Outline topics ................................. 112 Using subtopics (children) ........................... 113 The Outline application menu ...................... 116 Customizing the Tel and User File Applications ................................................. 99 Changing file names ...................................... 99 Configuring fields ......................................... 100 Chapter 6 Desk Accessories ...................... 117 The Calc (Calculator) Application .............. 117 Using the arithmetic calculator .................... 117 The paperless printer ................................... 118 4 Calculating dates ......................................... 120 Using the Calculator with other applications .................................................. 121 When E appears .......................................... 122 Cost/Selling price/Markup and Cost/ Selling price/Margin calculations ................. 122 Setting the number of decimal places ......... 123 Calculation examples .................................. 124 The Calc application menu .......................... 125 The Clock Application ................................ 126 Changing the Local city ............................... 126 Setting the time and date ............................ 127 Checking the time in a city .......................... 128 Adding a User-defined city .......................... 129 Daylight Saving Time (DST) ........................ 130 Setting daily alarms ..................................... 130 The Clock application menu ........................ 132 Viewing account information ....................... 137 Editing or viewing account details ............... 137 Entering Money Tracking transactions ........ 137 Viewing account transactions ...................... 140 Displaying transactions in detail: View mode ................................................... 141 Editing/updating existing transactions: Edit mode ..................................................... 141 Listing all transactions ................................. 142 A closer look at Money Tracking transactions ................................................. 142 Using the Filter to display selected transactions ................................................. 143 Canceling an active Filter ............................ 145 About Categories ....................................... 145 Using the pre-defined Categories ................ 145 Adding your own Categories ....................... 146 Editing Category names .............................. 146 Using Categories ......................................... 147 The SPLIT function ...................................... 147 Automatic transfers ...................................... 149 Making a transfer for a SPLIT transaction ... 151 Chapter 7 Money & Account Management ................................................. 133 Money Tracking application ....................... 133 What it can do .............................................. 133 Introducing Mon ...