Palm, Inc.
Palm, Inc. Confidential Copyright © 2002 Palm, Inc. All rights reserved. HotSync, MultiMail, PalmModem, and Palm OS are registered trademarks, and the HotSync logo, Palm, the Palm logo, Palm Powered, and VersaMail are trademarks of Palm, Inc. Palm, Inc. uses the Bluetooth trademark under express license from Bluetooth SIG, Inc., U.S.A. All other brand names are trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc.
Palm, Inc. Confidential Contents About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1: Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 4 Minimum requirements: Mac computers . . . . .
Palm, Inc. Confidential Contents Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Opening applications . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98 Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . . 99 Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Using Expense menus . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Mobile menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 Chapter 12: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158 Setting To Do Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Using To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160 Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Managing mail settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234 Adding APOP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241 Adding ESMTP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Copying text from an e-mail message for use in other applications . . . . 244 Using the command bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Chapter 19: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 275 Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277 Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278 Adding a location . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317 Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318 Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319 Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc. Confidential Contents Idle timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 Selecting Next Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 Defining primary and secondary DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 354 Login scripts . . . . . .
Palm, Inc. Confidential Contents Product Regulatory and Safety Information . . . . . . . . . . . . . . . . . . . . . . . . 395 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Palm, Inc.
Palm, Inc. Confidential About This Book This handbook is designed to help you get up and running quickly on your Palm™ Tungsten™ W handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
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Palm, Inc. Confidential CHAPTER 1 Welcome Your new Palm™ Tungsten™ W handheld is wirelessly enabled so that you can use it to transmit and receive information over the airwaves. Use your handheld to do the following: ■ Send SMS (Short Message Service) messages. ■ Read, compose, and send e-mail on-the-go. ■ Browse or search the Internet. ■ Make or receive a phone call. ■ Stay organized and on time by keeping your appointments, contact information, and to-do items in one place.
Palm, Inc. Confidential Chapter 1 Welcome System requirements Before you install and operate Palm™ Desktop software, your computer system must meet the following minimum requirements. Minimum requirements: Windows computers The minimum requirements for Windows computers are as follows: ■ IBM-compatible Pentium-class computer ■ One of the following operating systems: – Windows 95 with SR2 or later and Winsock2 update (requires a serial cradle/cable, sold separately) – Windows NT 4.
Palm, Inc. Confidential Wireless service ■ 12MB available RAM ■ Monitor that supports screen resolution of 800 x 600 or better ■ CD-ROM or DVD-ROM drive (you can also download Palm Desktop software from www.palm.
Palm, Inc. Confidential Chapter 1 Welcome Your handheld has a signal strength indicator to inform you of the availability and strength of wireless service in your immediate area. It also has an indicator showing your GPRS coverage. If you are having problems with your wireless coverage, see “Wireless problems” in Appendix B. GPRS coverage Signal strength indicator Making a call in a medical or safety emergency To make a call for emergency service: Press all four application buttons at once.
Palm, Inc. Confidential Finding information If you suspect that a third-party application is adversely affecting the operation of your handheld, contact the developer of the application. In addition, Palm has information about some applications’ compatibility with your handheld. To find this information, do one of the following: ■ Open your web browser and go to www.palm.com/support/tungstenw. On that page, click the link leading to information on the compatibility of third-party applications.
Palm, Inc.
Palm, Inc. Confidential CHAPTER 2 Exploring Your Handheld Your wirelessly enabled Palm™ Tungsten™ W handheld helps you stay in touch with important information while you are away from your desk. You can stay organized, on time, and up-to-date with daily tasks. Use your new handheld to do the following: ■ Compose and securely send and receive business or personal e-mail wirelessly. NOTE Some companies restrict access to internal e-mail accounts when using a handheld.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld ■ Insert SD or MultiMediaCard expansion cards to add more software or memory, or to back up your data. ■ Beam information to another device that has an infrared (IR) port. Locating handheld components Take a few moments to locate the front and back panel components of your handheld.
Palm, Inc. Confidential Locating handheld components IR port Uses infrared technology to transmit data to and receive data from other Palm OS® handhelds, and to perform HotSync® operations. See “Using elements of the handheld interface” in Chapter 3 and see “Conducting IR HotSync operations” in Chapter 20 for more information. Red and green indicator light Indicates when you are within or out of range for wireless transmission. It also notifies you of incoming Date Book or World Clock alarms.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld Select button The navigator center Select button enables you to select items. The Select button also has some special functions that are described in this handbook. Screen Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus.
Palm, Inc. Confidential Locating handheld components Locating back panel components Headset jack Side channel for cover Service test point Reset button Expansion card slot Universal connector Headset jack Connects the hands-free headset to your handheld, enabling you to make or receive telephone calls. Service test point For use by Palm, Inc., authorized service personnel only. Reset button Under normal use, you should not have to use the reset button.
Palm, Inc. Confidential Chapter 2 Exploring Your Handheld Adding an expansion card A tiny expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have for storing software and data on your handheld. To insert a card: 1. Insert the card in the direction shown by the icon. 2. Push the card in with your thumb. You feel the card lock and hear the system sound. Notched corner Push Label on card faced down To remove a card: 1.
Palm, Inc. Confidential Using the backlight Using the backlight The backlight makes it easy for you to see the information on your handheld. The backlight is on by default but can be turned off to extend battery life. You can turned on, off, or adjust the backlight in the following ways: ■ Turn off the backlight and power automatically (after a period of inactivity) with the Auto-off feature. See “General preferences” in Chapter 21 for more information.
Palm, Inc.
Palm, Inc. Confidential CHAPTER 3 Navigating and Entering Data This chapter explains how to enter data into your handheld, navigate around the interface, and use menu commands.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Using the navigator When you work with most applications, the navigator on the front panel of your handheld makes it easy for you to navigate among and select your entries. You can use the navigator to perform tasks without the stylus using one hand.
Palm, Inc. Confidential Using the keyboard To navigate in dialog boxes: ■ While a pick list is open, press Up or Down on the navigator to highlight an item, and then press Select on the navigator to select the item. ■ Press Select on the navigator to close a dialog. If there’s only one button, pressing Select activates that button. If there’s multiple buttons, Select activates affirming buttons such as OK, Yes, or Done. Read dialog boxes carefully.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data Function key: Press to access the secondary character set. See “Using the Function key” later in this chapter. CAPS/Find key: Capitalizes letters or opens the Find dialog box. For more information on capitalizing letters, see the next section “Typing capital letters”. For information on the Find dialog box, see “Finding information” in Chapter 4. Adds a space to the text or opens the onscreen keyboards.
Palm, Inc. Confidential Using the keyboard NOTE This feature does not work with every key or with the Function key secondary character set. To access international characters from the keyboard: 1. Press and hold a key. 2. Press Up or Down on the navigator. 3. Accessing the onscreen keyboards You can open the onscreen keyboards anytime you need to enter special characters or numbers on your handheld. To use the onscreen keyboard: 1. Open any application (such as Memo Pad). 2.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data Using the Function key The Function key enables you to access the secondary character or feature set from each of the keys. The secondary character and feature set is labeled in blue in the upper right on each available key. Function key When you press Function , a dot appears in the lower-right corner, indicating that the next key pressed will use the secondary character or feature set.
Palm, Inc. Confidential Using the keyboard Using menu commands By using the menu commands you can access many functions directly from the keyboard without tapping. Most menu commands have an equivalent Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. For example, to choose Select All in the Edit menu, press Command stroke , and type the letter s.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data Using ShortCuts ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors. The handheld comes with several predefined ShortCuts, and you can also create your own. Each ShortCut can represent up to 45 characters. For example, you might create a ShortCut for your name or for the header of a memo.
Palm, Inc. Confidential Using elements of the handheld interface Check box When a checkmark appears in a check box, the corresponding option is active. To insert or remove a check mark: Command buttons ■ If a check box is empty, tapping it inserts a checkmark. ■ If a check box is selected, tapping it removes the checkmark. These appear in dialog boxes and at the bottom of application screens.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data Scroll bar A bar that enables you to scroll up and down a page. To use the scroll bars: ■ Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. ■ To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider. ■ You can also scroll to the previous and next pages by pressing Up and Down on the navigator.
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Palm, Inc. Confidential Chapter 3 Navigating and Entering Data 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. You can also press and hold the Address Book application button to instantly beam your business card to another device with an IR port. TIP To beam an application: 1. Press the Home . 2. Press Function + Menu 3. Tap App, and then select Beam. 4. Select either Handheld or Card from the Beam From pick list.
Palm, Inc. Confidential Using your computer keyboard Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm Desktop software or any supported personal information manager (PIM) to enter information. You can then perform a HotSync operation to synchronize the information on your computer with the information on your handheld.
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data To import data from a Windows computer: 1. Open Palm Desktop software. 2. Click the application into which you want to import data. 3. If you are importing records that contain a field with category names, do the following: Select All in the Category box. Be sure that the same categories that appear in the imported file also exist in the application.
Palm, Inc. Confidential Importing data Importing data from a Mac computer Palm Desktop software can import data from any of the following applications when you export the data in the appropriate file format: ■ Address Book Plus (text file) ■ Claris Organizer (Palm Desktop software can open these files directly). ■ ClarisWorks (Save under new name as ASCII text file).
Palm, Inc. Confidential Chapter 3 Navigating and Entering Data 8. From the Delimiters pop-up menu, choose the appropriate delimiter. 9. Click OK. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
Palm, Inc. Confidential CHAPTER 4 Working with Applications This chapter explains how to open and switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Opening applications You can use the Applications Launcher to open any application installed on your handheld or on an expansion card.
Palm, Inc. Confidential Chapter 4 Working with Applications Other ways to open applications You can also open applications on your handheld in either of the following ways: ■ Press and hold Select on the navigator to open the Applications Launcher. Press Select on the navigator to insert the highlight. Press Up, Down, Right, and Left on the navigator to highlight the icon of the application you want to open. Press Select on the navigator to open the application.
Palm, Inc. Confidential Categorizing applications To switch to an expansion card: 1. Tap the pick list in the upper-right corner. When the highlight in the Applications Launcher is not active, you can also press and hold Select on the navigator to open the category pick list. TIP 2. Select the category item that matches the name of the expansion card. Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher.
Palm, Inc. Confidential Chapter 4 Working with Applications 3. Tap the pick list next to each application to select a category. To create a new category, select Edit Categories from the pick list. Tap New, enter the category name, and then press Function + Enter , or tap OK to add the category. TIP 4. Press Function + Enter , or tap Done. To display applications by category: 1. Press Home . 2. Do one of the following: – Press Home repeatedly to cycle through all your categories.
Palm, Inc. Confidential Copying applications to or from an expansion card 3. Tap the View By pick list and select List. 4. Press Function + Enter , or tap OK. To open the Applications Launcher to the last opened category: 1. Press Home . 2. Press Command Stroke + R. Alternately, press Function Preferences. + Menu , select Options, and then select 3. Tap the Remember Last Category check box to select it. 4. Press Function + Enter , or tap OK.
Palm, Inc. Confidential Chapter 4 Working with Applications 5. Tap an application to copy. 6. Tap Copy. 7. Press Function + Enter , or tap Done. You can install applications to a card that is seated in the expansion card slot during a HotSync® operation; see “Installing add-on applications” later in this chapter for details.
Palm, Inc. Confidential Selecting copy settings Selecting copy settings When using the copy feature, you can set the following: ■ How applications are sorted and listed ■ Whether to copy only the application or both the application and its data files To select copy settings: 1. Press Home . 2. Press Command Stroke Alternately, press Function + C. + Menu , select Copy on the App menu. 3. Tap Settings. 4. Select Name or Size from the Sort By pick list. 5.
Palm, Inc. Confidential Chapter 4 Working with Applications To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: – Press Function + Menu . – Tap the inverted title area at the top of the screen. Tap the title area Press Function Press Menu In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo.
Palm, Inc. Confidential Choosing application preferences Menu commands Most menu commands have an equivalent Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. For information on using menu commands see “Displaying online tips” in Chapter 3. Choosing application preferences You can set options that affect an entire application in the application’s Preferences dialog box. To change preferences for an application: 1. Open an application. 2.
Palm, Inc. Confidential Chapter 4 Working with Applications Editing records After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your handheld is in editing mode: ■ A blinking cursor ■ One or more dotted edit lines Blinking cursor Edit line NOTE In Note Pad you can write anywhere on the screen. Therefore, you will not see an edit line or blinking cursor unless the cursor is in the title line.
Palm, Inc. Confidential Performing common tasks The following commands may appear in an Edit menu: Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions you made using the backspace. Cut Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.
Palm, Inc. Confidential Chapter 4 Working with Applications A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm™ Desktop software, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. 4. Press Function + Enter , or tap OK. If you choose to save a copy of the selected item, your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation.
Palm, Inc. Confidential Performing common tasks Date Book, To Do List: If you want to save a copy of the purged records to an archive file on your desktop, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. Expense: Select the category you want to purge. All data in the selected category will be purged and there is no archive option. 3. Press Function + Enter , or tap OK or Done.
Palm, Inc. Confidential Chapter 4 Working with Applications 4. Tap the Category pick list to display the list of available categories. 5. Select the category for the record. 6. Press Function + Enter , or tap OK. NOTE In Address Book, Note Pad, and Memo Pad you can select the category name in the upper-right corner of the screen to assign the item to a different category. To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen.
Palm, Inc. Confidential Performing common tasks To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. Tap here 2. Select Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then press Function tap OK. 5. Press Function + Enter + Enter , or , or tap OK. You can assign any of your records to the new category.
Palm, Inc. Confidential Chapter 4 Working with Applications To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 2. Select Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then press Function or tap OK. 5. Press Function + Enter + Enter , , or tap OK. You can group the records in two or more categories into one category by giving the categories the same name.
Palm, Inc. Confidential Performing common tasks Looking up Address Book records In Address Book, you can use the Look Up line with the stylus or the navigator to look up and quickly scroll to any of your Address Book entries. To look up an Address Book record with the stylus: 1. From the Address list screen, enter the first letter of the name you want to find. Look Up line The list scrolls to the first entry that begins with that letter.
Palm, Inc. Confidential Chapter 4 Working with Applications If only one match is possible for a particular position, the highlight jumps to the next position. 4. Press Up or Down on the navigator to select the next letter of the name you want to find. The list then scrolls to the first entry that starts with those two letters. For example, selecting s scrolls to “Sands,” and selecting sm scrolls further to “Smith.
Palm, Inc. Confidential Performing common tasks As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld finishes the search. To continue the search after you tap Stop, tap Find More. 4. Tap the text that you want to review. Using Phone Lookup Phone Lookup displays the Address list screen and enables you to add the information that appears in this list to a record. To use Phone Lookup: 1.
Palm, Inc. Confidential Chapter 4 Working with Applications Looking up names to add to Expense records In Expense, Lookup displays the names in your Address Book that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1. Tap the Expense record to which you want to add names. 2. Tap Details. 3. Tap Who. Tap here 4. Tap Lookup.
Palm, Inc. Confidential Performing common tasks Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, Note Pad, To Do List, Memo Pad, and Expense. NOTE You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in Address Book, Note Pad, and Memo Pad: 1. Open the application to display the list screen. 2.
Palm, Inc. Confidential Chapter 4 Working with Applications To sort records in To Do List and Expense: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Press Function + Enter , or tap OK. Attaching notes In Address Book, Date Book, To Do List, and Expense, you can attach a note to a record. A note can be up to several thousand characters long.
Palm, Inc. Confidential Performing common tasks Choosing fonts In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change font style. Small font Small bold font Large bold font Large font To change the font style: 1. Open an application. 2. Press Command Stroke Alternately, press Function Options menu. 3. + F. + Menu Tap the font style you want to use.
Palm, Inc. Confidential Chapter 4 Working with Applications Receiving alerts You can receive alerts on your handheld and in Palm Desktop software. Receiving alerts on your handheld When you use certain application settings, your handheld can alert you to any of the following: ■ An appointment set in Date Book ■ A note created in Note Pad ■ An alarm set in World Clock When an alert occurs, your handheld displays a reminder message.
Palm, Inc. Confidential Installing and removing applications Receiving alerts from Palm Desktop software You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software. To enable an event alert from Palm Desktop software: 1. Double-click the Palm Desktop icon. 2. From the Tools menu, select Options, and then select Alarms. 3.
Palm, Inc. Confidential Chapter 4 Working with Applications You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC, PDB, PQA, PNC, or SCP file extension. TIP 58 4. In the User drop-down list, select the name that corresponds to your handheld. 5. Click Add. 6. Select the applications that you want to install. 7. Click Open. 8.
Palm, Inc. Confidential Installing and removing applications 9. Click OK to close the Change Destination window. 10. Click Done to 11. close the Install Tool window. Perform a HotSync operation to install the selected applications. See “Performing a cradle/cable HotSync operation: Windows computer” in Chapter 20 for details. NOTE Files that remain in the list after you perform a HotSync operation were not installed. This can happen if the file type was not recognized during the HotSync operation.
Palm, Inc. Confidential Chapter 4 Working with Applications 6. Select the Add-on folder. If the file you want to install is not listed in the dialog box, go to the folder to which you copied the file. Most Palm application files have the extension PRC, PDB, PQA, or SCP. 7. Select the applications you want to install. 8. Click Add File to add the selected application to the Install Handheld Files list. You can also drag files or folders of files to the list in the Install Handheld Files dialog box.
Palm, Inc. Confidential Installing and removing applications Removing applications If you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld or from an expansion card. From your handheld, you can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld.
Palm, Inc. Confidential Chapter 4 Working with Applications 5. Click Change/Remove. 6. Click Yes in the Confirm File Deletion box. 7. Click OK. 8. Click Close. NOTE You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM. To remove Palm Desktop software from a Mac computer: 1. Locate the Palm Desktop Installer icon and double-click. The Palm Desktop Installer icon is on the Palm Desktop CD or in the installer that you downloaded. 2.
Palm, Inc. Confidential CHAPTER 5 Using Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following: ■ Quickly look up or enter names, addresses, phone numbers, and other information. ■ Enter up to five phone numbers (home, work, fax, mobile, and so on) or e-mail addresses for each name. ■ Define which phone number appears in the Address list for each Address Book entry.
Palm, Inc. Confidential Chapter 5 Using Address Book Creating an Address Book entry A record in Address Book is called an entry. You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then transfer the entries to your handheld with your next HotSync® operation. Palm Desktop software also has data import capabilities so that you can load database files into Address Book on your handheld.
Palm, Inc. Confidential Selecting types of phone numbers 7. Tap the scroll arrows page of information. or press Up/Down on the navigator to move to the next 8. After you finish entering information, Press Function Done. + Enter , or tap Tap Done To create an entry that always appears at the top of the Address list, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld.
Palm, Inc. Confidential Chapter 5 Using Address Book Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4. Select any of the following settings: Show in List Select which type of phone or other information appears in the Address list screen.
Palm, Inc. Confidential Making connections from Address Book To make a connection with Quick Connect: 1. Open the Address entry to which you want to connect. 2. Press Right on the navigator to open the Quick Connect dialog box. You can also tap the Quick Connect icon in the title bar of the Address record. TIP 3. Select the method you want to use to connect. Quick Connect opens and initiates the related task.
Palm, Inc. Confidential Chapter 5 Using Address Book Tap-to-Connect Tap-to-Connect enables you to select an entry and initiate a related task by tapping it with the stylus. By default, Tap-to-Connect is enabled. To enable Tap-to-Connect: 1. Press Command Stroke + R. Alternately, press Function Options menu. 2. Tap Enable Tap-to-Connect. 3. Tap OK.
Palm, Inc. Confidential Address Book menus Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. The Record and Options menus may differ, depending on whether you’re displaying the Address list screen or the Address view screen.
Palm, Inc. Confidential Chapter 5 Using Address Book Preferences Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. Remember last category: 70 Rename Custom Fields Fields that appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them.
Palm, Inc. Confidential CHAPTER 6 Using Calculator Calculator enables you to perform basic calculations. Use Calculator to do the following: ■ Perform addition, subtraction, multiplication, division, and square root operations. ■ Store and retrieve values. ■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: 1. Press Home . 2. Tap the Calculator icon .
Palm, Inc. Confidential Chapter 6 Using Calculator 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 in 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.
Palm, Inc. Confidential Using Calculator menus Using Calculator menus The Calculator menu shown here is for your reference, and the Calculator feature described here is not explained elsewhere in this book. See “Using menus” in Chapter 4 for information about choosing menu commands. Options menu About Calculator Shows version information for Calculator.
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Palm, Inc. Confidential CHAPTER 7 Using Card Info Card Info enables you to review general information about an expansion card. Use Card Info to do the following: ■ Review card contents. ■ Rename a card. ■ Format a card. Reviewing Card Information You can view the card name, type, available storage space, and a summary of its contents. To review Card Information: 1. Press Home . 2. Tap the Card Info icon 3. Review Card name, Type, and Size. 4. Review card contents summarized by directory. .
Palm, Inc. Confidential Chapter 7 Using Card Info Renaming a card Renaming a card enables you to give an easy to recognize name to the card. To rename a card: 1. Press Home . 2. Tap the Card Info icon 3. Press Command Stroke . + R. Alternately, press Function the Card menu. + Menu 4. Enter the new name for the card. 5. Tap Rename. , and then select Rename Card on Formatting a card Formatting a card destroys all its data and prepares it to accept new applications and data.
Palm, Inc. Confidential Managing an expansion card Managing an expansion card ■ When writing data to an expansion card, wait for your handheld to complete the operation before removing the card from the slot. This prevents data corruption or accidental damage to the expansion card. ■ You can install applications to an expansion card after performing an initial HotSync® operation. See “Installing add-on applications” in Chapter 4 for information.
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Palm, Inc. Confidential CHAPTER 8 Using Date Book Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. Use Date Book to do the following: ■ 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 makes it easy to spot available times and potential scheduling overlaps or conflicts.
Palm, Inc. Confidential Chapter 8 Using Date Book Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. You can easily change the start time and duration for any event.
Palm, Inc. Confidential Scheduling an event 4. Do one of the following: – Tap the time columns on the right side of the Set Time dialog to set the Start Time, and then tap the End Time box and tap the time columns to set the End Time. – Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences.
Palm, Inc. Confidential Chapter 8 Using Date Book – Press Up or Down on the navigator to scroll within the current day. – Tap Go To at the bottom of the screen to open the Go to Date dialog box. Select a date by tapping a year, month, and day in the calendar. Previous year Next year Tap to select a month Tap to select a day Tap to select current date 2. After you locate the date, follow the steps for scheduling an event for the current day. To schedule an untimed event: 1.
Palm, Inc. Confidential Selecting an event 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 No Time, and then press Function + Enter , or tap OK. Selecting an event After you create an event, you can select an event to view its contents, reschedule it, make it a repeating event, and add alarms or notes. To select an event: 1.
Palm, Inc. Confidential Chapter 8 Using Date Book 4. Tap the pick list to select Minutes, Hours, or Days. 5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time units. Enter number of time units here Tap here to select unit of time 6. Press Function + Enter , or tap OK. 7. When the reminder message appears on screen, do one of the following: – Press Function + Enter , or tap OK, to permanently dismiss the reminder and return to the current screen.
Palm, Inc. Confidential Scheduling repeating or continuous events Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day. A business trip or a vacation is an example of a continuous event.
Palm, Inc. Confidential Chapter 8 Using Date Book To delete repeating events: 1. Select the record you want to delete. 2. Press Function 3. Select Record, and then select Delete Event. 4. Do one of the following: + Menu – Tap Current to delete only the current event item. – Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. – Tap All to delete all occurrences of the repeating event. 5.
Palm, Inc. Confidential Changing the Date Book view Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, an agenda, and the current time. To cycle through Day, Week, Month, and Agenda views: ■ Press the Date Book application button repeatedly to display the next view. ■ Tap the appropriate view icon in the lower-left corner of Date Book. Working in Week view Week view shows the calendar of your events for an entire week.
Palm, Inc. Confidential Chapter 8 Using Date Book 3. Tap an event to show a description of the event. Event details Tap to show event details Tips for using Week view Keep the following points in mind: ■ To reschedule an event, tap and drag the event to a different time or day. ■ Tap a blank time on any day to move to that day and have the time selected for a new event. ■ Tap any day or date that appears at the top of the Week view to move directly to that day without selecting an event.
Palm, Inc. Confidential Changing the Date Book view Tips for using Month view Keep the following points in mind: ■ Tap a day in the Month view to display that day in the Day view. ■ Tap the scroll arrows in the upper-right corner, or press Left and Right on the navigator, to move forward or backward a month. ■ Press Select on the navigator to insert the highlight, and then press Left and Right on the navigator to scroll to a specific day.
Palm, Inc. Confidential Chapter 8 Using Date Book NOTE You can also change the category of To Do items shown. Tap on the pick list to choose another category. See Chapter 16 for more information on working with To Do items. Spotting event conflicts 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). An event conflict (time overlap) appears in the Week View as overlapping bars.
Palm, Inc. Confidential Date Book menus, preferences, and display options Options menu Display Options Allows you to change Date Book’s appearance and which events are displayed. 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 are displayed.
Palm, Inc. Confidential Chapter 8 Using Date Book Preferences Start/End Time Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Alarm Preset Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight at the end of the date of the event. Alarm Sound Sets the tone of the alarm.
Palm, Inc. Confidential CHAPTER 9 Using Expense Expense enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. ■ Assign expense items to categories so that you can organize and view them in logical groups. ■ Keep track of vendors (companies) and people involved with each expense.
Palm, Inc. Confidential Chapter 9 Using Expense Adding expense items A record in Expense is called an item. You can sort your Expense items into categories or add other information that you want to associate with the item. 1. Tap New. Cursor of new item Tap New 2. Enter the amount of the expense. 3. Tap the Expense type pick list and select a type from the list. As soon as you select an expense type, your handheld saves your entry. If you do not select an expense type, it does not save the entry.
Palm, Inc. Confidential Adding expense items Changing the date of an Expense item Initially, Expense items appear with the date on which you enter them. You can change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. Tap date 3. Tap the new date. Entering receipt details Expense provides a variety of options that you can associate with an item.
Palm, Inc. Confidential Chapter 9 Using Expense 4. 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. 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 box.
Palm, Inc. Confidential Customizing the Currency pick list Changing the default currency You can select which currency appears by default when you’re entering Expense items. You can override this setting when entering individual expense items. To change your default currency: 1. Open Expense. 2. Press Command Stroke + R. Alternately, press Function Options menu. + Menu , and then select Preferences on the 3. Tap the Default Currency pick list. 4.
Palm, Inc. Confidential Chapter 9 Using Expense 3. Enter the name of the country and the symbol that you want to appear in Expense. 4. Press Function box. + Enter or tap OK to close the Currency Properties dialog 5. Press Function + Enter or tap OK. NOTE If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box.
Palm, Inc. Confidential Working with Expense data on your computer Working with Expense data on your computer After you enter your expenses into the Expense application on your handheld and perform a HotSync operation, Palm Desktop software enables you to do any of the following on your computer. See the Palm Desktop software online help for details. This feature is not avaialble on Mac computers. ■ Add, modify, and delete your Expense data.
Palm, Inc. Confidential Chapter 9 Using Expense Using Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Record menu Options menu Preferences Opens the Preferences dialog box where you can select automatic fill and default currency options. Enables you to select an expense type by typing the first letter of an expense type.
Palm, Inc. Confidential CHAPTER 10 Using Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. The number of memos you can store is dependent only on the memory available on your handheld. Use Memo Pad to do the following: ■ Send memos to popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync® technology.
Palm, Inc. Confidential Chapter 10 Using Memo Pad In the Memo list screen, you can also begin typing to create a new memo. The first letter is automatically capitalized and begins your new memo. If you have a memo open, you can press Command Stroke + N. TIP 3. Enter the text that you want to appear in the memo. 4. Press Function + Enter , or tap Done. Reviewing memos The first line of a memo appears in the Memo list. This makes it easy to locate and review your memos. To review a memo: 1.
Palm, Inc. Confidential Using Memo Pad menus Record menus Memo list Memo screen Send Category Opens a dialog box where you can choose how to send all records in the selected category to another device. The options available depend on the software installed on your handheld. Send Memo Opens a dialog box where you can choose how to send the selected memo to another device. The options available depend on the software installed on your handheld.
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Palm, Inc. Confidential CHAPTER 11 Using Palm™ Mobile Palm™ Mobile is a fast and simple way to use your handheld to make and receive calls. The Mobile features differ depending on your wireless service provider. Use Palm Mobile to do the following: ■ Dial a number in a multitude of ways, such as from the keypad, or by using speed dial, call history, or your Address Book. ■ Answer a second call while automatically placing the current caller on hold. ■ Retrieve voicemail.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Using your hands-free headset Your handheld functions as a mobile phone using a hands-free headset. The headset enables you to answer and end calls. The headset cable connects to the jack at the upper-left of the handheld. Once the jack is connected and the earpiece speaker is placed in your ear, you can answer and end calls by using the button on the headset microphone.
Palm, Inc. Confidential Using your hands-free headset 2. Place the earpiece speaker comfortably in your ear. Earpiece speaker Microphone When you have an active call, you can adjust the speaker volume on your headset using the Volume dialog box. To adjust the volume during an active call: 1. Perform one of the following: – Press Function + Menu , and then select Volume. – When a call is active, press Up or Down on the navigator. 2.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Opening Palm Mobile You can open Palm Mobile from the Applications Launcher or from the headset. NOTE The Mobile features available on your handheld depend on your contract with your wireless service provider. Some wireless service providers require a PIN to turn on the mobile radio. Check with your wireless service provider for more information. To open Palm Mobile from the Mobile icon in Applications Launcher: 1. Press the Home . 2.
Palm, Inc. Confidential Answering a phone call Answering a phone call When you receive a call, a notification message is displayed with any caller information that is available. To answer a phone call: 1. Do one of the following: – If your headset is not plugged in, insert the headset plug into the voice jack on your handheld and place the speaker in your ear. Palm Mobile automatically opens and answers the phone call. – If your headset is plugged in when the call notification arrives, tap Answer.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Dialing a number from the keypad You can dial a number using the keypad the same as you would using a mobile phone. To dial a number from the keypad: 1. Tap the telephone number on the keypad. TIP You can also enter the telephone number using your keyboard. Digits are displayed in the numeric display. Enter phone number and Tap Dial. Tap Clear to delete digit from numeric display. Tap and hold to clear entire numeric display.
Palm, Inc. Confidential Managing a phone call The number is dialed and added to the Call History list. You are now ready to communicate. The most recently dialed number is displayed Tap Dial If you need to enter digits during the phone call to access voicemail or an automated phone-answering system, press the Keypad icon and use the on-screen keypad to enter the digits. Also, you can enter the numbers or characters from the keyboard.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile To manage a phone call: 1. Tap the name. 2. Tap the appropriate button. Number not found in Address Book Number in Address Book You can use any of the following features: Disconnect call Disconnects only the current selected call, not the calls on hold. Save to Address Book Opens the Save to Address Book screen.
Palm, Inc. Confidential Using conference calling Using conference calling Conference calling enables you to have from two to five active callers conversing together. NOTE The Mobile features available on your handheld depend on your contract with your wireless service provider. Creating a conference call You can create a conference call by conferencing the current callers, or you can dial and add callers. To create a conference call with an active caller and callers on hold: ■ Tap Conference.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile 3. Once the number appears as the Active caller, tap Conference. Tap Conference Managing a conference call Palm Mobile enables you to manage all parts of a conference call.
Palm, Inc. Confidential Using conference calling 2. Tap Private Conversation. Tap Private Conversation 3. Tap Conference to end the private conversation and return to the conference call. To disconnect one caller: 1. Tap name. Tap name 2. Tap Disconnect Call.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile To add a caller to a current conference call: 1. Tap Add Call. Tap Add Call to add caller 2. Enter the number and tap Dial. 3. Once the number appears as the Active caller, tap Conference to add callers on hold. To end the conference call: ■ Tap End. Tap End To mute the conference call: ■ Tap Mute.
Palm, Inc. Confidential Retrieving voicemail Retrieving voicemail NOTE Your wireless service provider determines your voicemail properties, such as mailbox size, the number of rings before diverting a call to voicemail, and how to record your voicemail message. Contact your wireless service provider for information on setting up your voicemail. When a voicemail message is waiting, a notification message is displayed.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile If you need to enter digits during the phone call to access voicemail or an automated phone answering system, press the Keypad icon and use the on-screen keypad to enter the digits. Also, you can enter the numbers or characters from the keyboard. TIP Tap to access keypad Using speed dial Speed-dialing enables you to quickly dial your most commonly used numbers. The three speed-dial categories enable you to save 24 numbers.
Palm, Inc. Confidential Using speed dial 2. Tap a category and then tap an empty speed-dial button. Tap category Tap empty speed-dial button 3. Enter a name and telephone number. You can type the letter “p” or a comma (,) to add a two second pause. Enter name and number Tap OK to add entry 4. Press Function + Enter , or tap OK. The name appears on the speed-dial button. Entry added to speed-dial list 5. Tap Done.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile To dial a speed-dial entry: 1. Tap Speed. Tap Speed 2. Tap a category and then tap one of the speed-dial buttons. The number is dialed and added to the Call History list. You are now ready to communicate. Tap a category for other speed-dial lists Tap a speed-dial button to dial the number Editing a speed-dial entry To edit a speed-dial entry: 1. Tap Speed.
Palm, Inc. Confidential Using speed dial 2. Tap Edit. Tap Edit 3. Tap an entry. Tap an entry 4. Edit the entry. Edit name and number Tap Lookup to go to the lookup option Tap Clear to delete current entry Tap OK to change entry 5. Press Function + Enter , or tap OK.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Using the Call History list Your handheld keeps a list of 20 of the most recently dialed numbers. If the number is an Address Book entry, the name from the Address Book entry appears in the Call History list. You can also add an entry from Call History to your Address Book. Dialing a number from the Call History list You can dial a number using the Call History list. To dial a number from the Call History list: 1. Tap the Call History icon .
Palm, Inc. Confidential Using redial reminders Using redial reminders A redial reminder notifies you of an appointment you set to make a call. The reminder gives you the standard option to make the call, snooze, or go to the Reminders menu. Creating a redial reminder You can create a redial reminder from the Call Actions screen and from the Mobile dialog box. To create a redial reminder: 1. Tap Set Reminder or Set Redial Reminder. 2. Set the date, time, and alarm. 3.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Managing redial reminders You can view and edit your redial reminders. To view and edit the redial reminder list: 1. Press Function + Menu 2. Select Reminders. 3. Edit your redial reminders. 4. Press Function . + Enter , or tap Done. Managing profiles The phone profiles store settings for call diverting and the ringer. You can set up to six profiles. To change your currently active call profile: 1. Tap Profile.
Palm, Inc. Confidential Managing profiles 2. Tap one of the profiles. Tap Profile Ringer off Vibrate on To edit your call profiles: 1. Tap Profile. 2. Tap Edit Profiles. 3. Tap a profile.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile 4. Edit the profile. Car and Cradle profile All other profiles You can edit the following settings: Name The name of your profile. Car and Cradle profile names cannot be changed. Volume Adjusts the volume level or turns off the ringer. Tune Sets the tune of the ringer. There are multiple tunes and ring styles to choose from. When you make a selection, the tune plays. Vibrate Sets the vibrator option to on, off, or vibrate then ring.
Palm, Inc. Confidential Managing ring tunes NOTE You can receive Nokia ring tunes, but you cannot send them to another device. To delete a ring tone: 1. Press Command Stroke + B. Alternately, press Function the Mobile list. 2. + Menu , and then select Beam Tune from Tap a ring tune. Tap to select ring tune Tap Delete Tune 3. Tap Delete Tune. 4. Tap Delete. To beam a ring tune: 1. Press Command Stroke Press Function list. 2. + B.
Palm, Inc. Confidential Chapter 11 Using Palm™ Mobile Using Palm Mobile menus The Palm Mobile menus are shown here for your reference, and menu features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Mobile menu Mobile On Mobile Off Turns the mobile radio on or off. Options menu Call Settings 128 Opens the Call Settings preferences screen where you can do the following: ■ Set call waiting.
Palm, Inc. Confidential Using Palm Mobile menus Network Security About Mobile Opens the Network preferences screen where you can do the following: ■ Customize your list of network carriers. See “Setting your network selection search mode” in Chapter 21. ■ View and customize your preferred network list. See “Viewing and editing your preferred networks list” in Chapter 21. Opens the Security preferences screen where you can do the following: ■ Lock your mobile radio until a valid PIN code is entered.
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Palm, Inc. Confidential CHAPTER 12 Using Note Pad Note Pad provides a place to take notes in your own handwriting. You can use Note Pad to do everything you might do with a piece of paper and a pencil. Use Note Pad to do the following: ■ Take notes, draw a sketch, or write any kind of message directly on your handheld screen. Later, you can enter this information into other applications. ■ Set an alarm to use your notes as reminder messages.
Palm, Inc. Confidential Chapter 12 Using Note Pad Creating a note A record in Note Pad is called a note. You can assign notes to categories and mark them private as described in Chapter 4. This section covers how to create a note. To create a new note: 1. Tap New. Enter title here Write information here Pen selector Eraser 2. Write the information directly on the handheld screen. Tap the pen selector to select a different pen width, or select the eraser to remove unwanted strokes. 3.
Palm, Inc. Confidential Changing Note Pad color settings To review a note: 1. In the Note Pad list, select the note title. You can also select, review, and move between notes with the navigator. See “Using the navigator” in Chapter 3 for details. TIP Tap arrows to scroll to next and previous notes Select a note to view 2. Review or edit the contents of the note. 3. Press Function + Enter , or tap Done.
Palm, Inc. Confidential Chapter 12 Using Note Pad Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow up on a note. To set an alarm for a note: 1. Tap the note to which you want to assign an alarm. 2. Press Command Stroke + A. Alternately, press Function Options menu. 3. + Menu , and then select Alarm on the Tap the Date box. Tap here to select year Tap here to select month Tap here to select date 4.
Palm, Inc. Confidential Using Note Pad menus you of the pending alarm, and the reminder message appears again in five minutes. When the reminder message reappears, the current time appears in the Reminder bar and the note title appears on the screen. – If you did not title the note, the time the note was created appears on the screen. – Tap Go To to open Note Pad. Note Pad will open and display the note associated with the alarm.
Palm, Inc. Confidential Chapter 12 Using Note Pad Options menus Note Pad list 136 Note screen Preferences Displays the Note Pad Preferences dialog box, where you define the pen and paper color, the sort order for notes, and the alarm sound. Details Displays the Note Details dialog box, where you assign a category and privacy option for a note. About Note Pad Shows version information for Note Pad.
Palm, Inc. Confidential CHAPTER 13 Using SIM Manager SIM Manager enables you to access the names and numbers residing on your SIM card and then transfer the information to your Address Book. In SIM Manager, you can do the following: ■ View the names and numbers on your SIM card. ■ Copy the information to your Address Book. ■ Edit the record information. ■ Copy Address Book information to SIM Manager. To access SIM Manager, you must first perform a HotSync® operation with your handheld.
Palm, Inc. Confidential Chapter 13 Using SIM Manager Adding SIM Manager items A record in SIM Manager is called an item. To add a a SIM Manager item: 1. Tap New. Tap New 2. Enter the name and number. You can use the Lookup function to access numbers from your Address Book. 3. Press Function + Enter or tap OK. Managing SIM Manager items You can edit and delete items and copy items to the Address Book. To edit or delete a SIM Manager item: 1. Tap an item. Tap item 138 2.
Palm, Inc. Confidential Using SIM Manager menus To copy a SIM Manager item to the Address Book: 1. Tap an item. 2. Tap Copy to Address Book. 3. Do one of the following: – Press Function + Enter or tap OK to add the item to the Address Book and go back to the SIM Manager main screen. – Tap Copy & Go to open the Address Book where you can enter all the Address Book entry details.
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Palm, Inc. Confidential CHAPTER 14 Using SIM Services SIM Services enables you to access applications stored on the SIM card. These applications are provided by your wireless service provider. The types of applications differ depending on your wireless service provider. The following are examples of the kinds of applications that can be provided: ■ Access your bank account balance. ■ Remind you of your number. ■ Manage your network preferences, like prepaid account and Multi-SIM settings.
Palm, Inc. Confidential Chapter 14 Using SIM Services Accessing a service You can access the services provided by your wireless service provider. IMPORTANT Instructions on how to use a service is provided by your wireless service provider. To access a service: 1. Press Home . 2. Tap the Services icon 3. Tap a service and tap Launch. .
Palm, Inc. Confidential CHAPTER 15 Using SMS The SMS application enables you to send and receive short text messages using your handheld. The messages are sent to a mobile phone, using the phone number as an address. Most GSM mobile phone service providers have supported Short Message Service technology for quite a while, and billions of SMS messages are exchanged each month. Use SMS to do the following: ■ Send messages to mobile phones. ■ Review SMS messages.
Palm, Inc. Confidential Chapter 15 Using SMS To open SMS: 1. Press Home . 2. Tap the SMS icon . Creating messages When you create a message, the title bar indicates the number of characters the message contains. If a message exceeds 160 characters, it is split into multiple messages. When the recipient receives those messages, they may be reassembled into a single message (provided the recipient’s SMS software supports assembling multi-part messages). Otherwise, they will appear as two messages.
Palm, Inc. Confidential Creating messages 3. Tap the recipient’s name, and then tap Add. To send a message to someone who isn’t listed in your Address Book, enter their mobile phone number on the To line. The mobile phone number must be on a compatible SMS network–for example, a GSM network. TIP 4. Enter the message text. 5. Tap Send or press Command Stroke Outbox to send the message later.
Palm, Inc. Confidential Chapter 15 Using SMS Sending and receiving messages You can send all the messages in your Outbox and retrieve all the new messages at the same time. To send and receive messages at the same time: ■ Do one of the following: – From any SMS list view, tap Send & Check. – If you have assigned one of the application buttons to open SMS, press and hold the SMS application button for two seconds.
Palm, Inc. Confidential Viewing messages Viewing messages SMS stores your messages in five separate categories: Inbox Stores downloaded messages. Outbox Stores messages waiting to be sent. Trash Stores messages you deleted. You can restore deleted messages to their original category. Archive Files messages you want to keep. Draft Stores messages you want to change or review before you send them.
Palm, Inc. Confidential Chapter 15 Using SMS 3. Tap the message you want to view. 4. Tap one of the following: Done: Returns to the list view. Reply: Creates a message to the sender and copies any selected text into the new message. Delete: Moves the message to the Trash category. To view data messages in your Inbox: 1. Tap the category pick list in the upper-right corner. 2. Select Inbox. 3. Tap the message you want to view. 4.
Palm, Inc. Confidential Working with draft messages 4. Tap one of the following: Done: Returns to Edit: Opens the list view. the message so you can modify the contents. Delete: Moves the message to the Trash category. To view messages in your Trash: 1. Tap the category pick list in the upper-right corner. 2. Select Trash. 3. Tap the message you want to view. 4. Tap one of the following: Done: Returns to the list view.
Palm, Inc. Confidential Chapter 15 Using SMS 4. In the message view, tap Edit. 5. Edit the message. 6. Tap one of the following: Send: Sends Outbox: the message now. Moves the message to the Outbox to be sent later. Opens a dialog box that asks if you want to save the message in the Draft category. Press Function + Enter , or tap Yes to keep your changes and return the message to the Draft category. Press Function + Backspace or tap No to delete the message. 7.
Palm, Inc. Confidential Sending data from another application To add your signature to a message: 1. Create or edit the message where you want to add your signature. 2. From the message view, press Command Stroke Alternately, press Function the Options menu. + Menu + Z. , and then select Add signature on Sending data from another application In addition to creating text messages, you can create a message that contains data from an application on your handheld.
Palm, Inc. Confidential Chapter 15 Using SMS Setting preferences The SMS Preferences screen enables you to customize several of the settings in the SMS application. To view or change SMS Preferences: 1. Press Command Stroke Alternately, press Function Options menu. 2. 152 + R. + Menu , and then select Preferences on the Change any of the following options: Sort by Determines how messages in the list views are sorted.
Palm, Inc. Confidential Setting preferences 3. Tap Details. 4. Change any of the following options: Leave Messages on SIM Determines whether the current messages remain on the SIM card after they are downloaded to the SMS application. This option affects only the messages currently residing on the SIM card and not newly received messages. Force GSM text Determines whether to send 7-bit data or 8-bit data. Seven-bit data is the most compatible with phones.
Palm, Inc. Confidential Chapter 15 Using SMS 5. Press Function box. + Enter , or tap OK to close the Message Details dialog 6. Press Function + Enter , or tap OK. Using SMS menus SMS menus are shown here for your reference, and application features that are not explained elsewhere are described here. For information about Edit commands, see Chapter 4. See “Using menus” in Chapter 4 for information about choosing menu commands.
Palm, Inc. Confidential CHAPTER 16 Using To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. Use To Do List for the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do List items. ■ Assign To Do List items to categories so that you can organize and view them in logical groups.
Palm, Inc. Confidential Chapter 16 Using To Do List Creating list items A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an item. To create a To Do List item: 1. Do one of the following: – Tap New. – If no To Do List item is currently selected, begin typing. New To Do item Tap New 2. Enter the text of the To Do List item. The text can be longer than one line. 3. Tap anywhere onscreen to deselect the To Do List item.
Palm, Inc. Confidential Checking off a To Do List item To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. Tap here Select priority 2. Select the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it. 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 completed items.
Palm, Inc. Confidential Chapter 16 Using To Do List Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. TIP 2. You can also select an item with the navigator. Tap Details. Setting a due date You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due dates.
Palm, Inc. Confidential Setting To Do Preferences If you turn on the Show Due Dates option in the To Do Show options dialog box, you can tap directly on the due date in the To Do List to open the pick list shown in step 2. TIP Setting To Do Preferences The To Do Preferences dialog box enables you to control the appearance of To Do List and of To Do items in the Date Book Agenda view. To change the Preferences settings: 1. In To Do List, tap Show. 2.
Palm, Inc. Confidential Chapter 16 Using To Do List Using To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Record menu Send Item Opens a dialog box where you can choose how you want to send the selected item to another device. The options available depend on the software installed on your handheld.
Palm, Inc. Confidential CHAPTER 17 Using Palm™ VersaMail™ Personal E-mail Software IMPORTANT Depending on where you purchased your Palm™ Tungsten™ W handheld, you may have Palm™ VersaMail™ personal e-mail software installed on your handheld, or you may have a third-party e-mail application installed. If you have the VersaMail application installed on your handheld, read this chapter.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software Getting started with the VersaMail application The VersaMail application is built into your handheld and does not need to be installed. To start using the application, press the VersaMail button on your handheld. The following sections describe some optional procedures before you begin using the VersaMail application.
Palm, Inc. Confidential Setting up and managing e-mail accounts Setting up and managing e-mail accounts With the VersaMail application, you can access e-mail accounts from providers such as Earthlink or Yahoo. Some companies may also allow access to corporate e-mail with the appropriate mail server configuration. See “Accessing corporate e-mail” later in this chapter for more information.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software To determine if you have a preconfigured e-mail account on your handheld: ■ The first time you use the VersaMail application, press the VersaMail button . If a screen prompting you to enter your username and password appears immediately, you have a preconfigured carrier e-mail account. If any other account setup screen appears, you do not have a preconfigured carrier e-mail account.
Palm, Inc. Confidential Setting up and managing e-mail accounts Setting up a network e-mail account Before you can set up a network e-mail account, you must do the following: ■ Establish the e-mail account with a network provider. Common network providers include Internet service providers (ISPs) such as Earthlink and Prodigy. A provider can also be a wireless GSM or GPRS carrier such as VoiceStream, Cingular, or VodaFone.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software Using an ISP In addition to or instead of using a carrier-provided e-mail account (for example, an e-mail account from VoiceStream), you may want to access other e-mail accounts (for example, a Yahoo or Earthlink e-mail account) that send and receive messages using your GPRS or GSM connection.
Palm, Inc. Confidential Setting up and managing e-mail accounts 3. Enter the following: – Account Name: Enter a descriptive name for the account, such as “My Yahoo.” – Mail Service: Tap the Mail Service pick list and select the provider to which you are connecting. Select Other if your ISP is not listed. – Protocol: Tap the Protocol pick list and select POP or IMAP. (Most e-mail providers use the POP protocol.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software Entering the name of the outgoing and incoming mail server You need to verify your e-mail address for the account you are accessing, as well as enter the name of the outgoing and incoming mail servers. To enter mail server settings: 1.
Palm, Inc. Confidential Setting up and managing e-mail accounts 5. Do one of the following: – To accept these mail options and begin using the VersaMail application, tap Done. This takes you to the Inbox of the account you set up. See “Getting, sending, and managing e-mail” later in this chapter to get and send e-mail. – To set up additional mail options, tap Next. Continue with the next set of procedures.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software a smaller size. The maximum message size that you can retrieve is 60KB for the body text and 2MB total, including attachments. POP accounts 2. IMAP accounts Tap Next. Setting outgoing mail options Outgoing mail options are the same for POP and IMAP accounts. To set outgoing mail options: 1.
Palm, Inc. Confidential Setting up and managing e-mail accounts Adding a signature If you want, you can add a signature to each e-mail message you send. For example, you can enter your name and telephone number so that it appears on each message you send. To add a personal signature: 1. Tap the Attach Signature to messages check box, and then enter the text of the signature. This signature is attached to all your outgoing e-mail. 2. Press Function + Enter , or tap Done.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software To create a synchronize-only e-mail account: 1. Press Function Setup. 2. Tap New. 3. Do the following: + Menu , select Accounts, and then select Account – Account Name: Enter a descriptive name for this account, such as “My Yahoo.” – Mail Service: Tap the Mail Service pick list and select the provider to which you are connecting. Select Other if your ISP is not listed.
Palm, Inc. Confidential Setting up and managing e-mail accounts 4. On the same screen, select the Synchronize Only Account check box. Select check box for a synchronize-only account 5. Tap Next. Entering the account username and password In the next part of the VersaMail Account Setup, you enter the username and password for this account. To enter the account username and password: 1. Enter the username you use to access your e-mail.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software Entering the name of the outgoing and incoming mail server You need to enter your e-mail address for the account you are accessing as well as the name of the outgoing and incoming mail servers. To enter mail server settings: 1. Enter the e-mail address of the account you are accessing, such as “examplename@yahoo.com.” 2. Enter the name of your incoming (POP) mail server, such as pop.mail.yahoo.com.
Palm, Inc. Confidential Setting up and managing e-mail accounts Setting mail retrieval options for a POP or IMAP account The next VersaMail Setup screen displays different options depending on whether your mail service uses a POP or IMAP protocol. To set mail retrieval server options for a POP or IMAP account: 1. (Optional) Select any of the following: – Select Get unread mail ONLY to download only unread mail to your handheld.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software Setting outgoing mail options Outgoing mail options are the same for POP and IMAP accounts. To set outgoing mail options: 1. (Optional) Enter or select any of the following: – Display Name: Enter the name you want to appear on your outgoing messages, such as “Joe Smith.
Palm, Inc. Confidential Setting up and managing e-mail accounts To add a personal signature: 1. Tap the Attach Signature to messages check box, and then enter the text of the signature. This signature is attached to all your outgoing e-mail. 2. Press Function + Enter , or tap OK. Configuring your synchronize-only account After you finish setting up a synchronize-only e-mail account, you need to configure this account on your desktop.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 5. Select any of the following preferences: Enable Smart Addressing Types ahead and completes a recognized e-mail address. See the procedure for creating new e-mail later in this chapter for more information. Auto-Empty Mail from Trash Determines how often e-mail messages in the trash are automatically deleted. See “Emptying the trash” later in this chapter for more information.
Palm, Inc. Confidential Setting up and managing e-mail accounts 4. Tap the name of the account to edit, and then tap Edit. To edit an account: 1. On the Account Setup screen, change any of the following: – Account Name: Enter a descriptive name for this account, such as “My Yahoo.” – Mail Service: Tap the Mail Service pick list and select the provider to which you are connecting. Select Other if your ISP is not listed. – Protocol: Tap the Protocol pick list and select POP or IMAP.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software To edit the account username and password: 1. (Optional) Enter a new username for accessing your e-mail. This is generally the part of your e-mail address appearing before the @ symbol; it is usually not your entire e-mail address. 2. (Optional) Tap the Password box, and then enter a new password. The Password box displays the word “Assigned” to indicate that a password has been entered. 3. Press Function 4. Tap Next.
Palm, Inc. Confidential Setting up and managing e-mail accounts If the VersaMail application knows the outgoing mail server name based on the mail service you selected, the correct server name is displayed. 4. Tap Next. 5. Do one of the following: – To accept these mail options and begin using the VersaMail application, tap Done. This takes you to the Inbox of the account you set up. See “Getting, sending, and managing e-mail” later in this chapter to get and send e-mail.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software – To limit the maximum size of an incoming e-mail message, enter the size in kilobytes (KB) for Maximum Message Size. The maximum size of an incoming message is 5KB by default, but you can enter a smaller size. POP accounts 2. IMAP accounts Tap Next. Editing outgoing mail options Outgoing mail options are the same for POP and IMAP accounts. To set outgoing mail options: 1.
Palm, Inc. Confidential Setting up and managing e-mail accounts Adding a signature If you want, you can add a signature to each e-mail message you send. For example, you can enter your name and telephone number so that it appears on each message you send. To add a personal signature: 1. Tap the Attach Signature to messages check box, and then enter the text of the signature. This signature is attached to all your outgoing e-mail. 2. Press Function + Enter , or tap OK.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 4. Tap the name of the account you want to delete, and then tap Delete. 5. Tap Yes in the Delete Confirmation dialog box to delete the account and all associated e-mail messages. 6. Press Function + Enter , or tap OK. After you perform the next HotSync operation, the memory associated with an account and its messages is released.
Palm, Inc. Confidential Setting up and managing e-mail accounts To set up a service for a given e-mail account (different from the default service for your handheld): 1. From the Inbox of the account you want to switch, tap Get Mail. 2. Tap Details. 3. Tap the Always connect using check box. A pick list of available services appears. The currently used connection is displayed by default. Tap to change the service connection for this e-mail account only from your default handheld service connection 4.
Palm, Inc. Confidential Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software When you exit the VersaMail application, the new service disconnects. When you reopen the application, the e-mail account you selected (My Earthlink in this example) continues to connect using the new connection (Earthlink GSM in this example) until you either select a new service or deselect the Always connect using check box.