Handbook for Palm™ Tungsten™ W

Handhelds

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. assumes no responsibility for any damage or loss resulting from the use of this handbook.

Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.

IMPORTANT Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.

Software Download Available

Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from www.palm.com/support/intl.

PN: 406-4534A-IE

Contents

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Contents

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Contents

Product Regulatory and Safety Information 395

Index 399

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Contents

xiv

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. It describes:

• Enabling wireless features
  
• Making and receiving mobile phone calls
  
• Sending and receiving SMS messages
  
• Locating all the parts of your handheld
  
• Viewing and entering data
  
• Working with expansion cards
  
• Using your handheld with your computer
  
• Personalizing your handheld with your own preference settings
  

After you become familiar with the basic functionality of your handheld, you can use the rest of this handbook as a reference for performing less common tasks, for maintaining your handheld, and for solving problems that might arise as you operate your handheld.

1

About This Book

2

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.
  
• Quickly jot memos on the fly.
  

Before you can use these features, you must set up your handheld and install software on your desktop computer. To use your wireless features, you must install an activated SIM (subscriber identity module) card in your handheld.

Your handheld comes with an easy-to-follow installation guide, Getting Started, that steps you through the process of successfully setting up your handheld. The guide contains important information that must be followed for initial setup of the features available on your handheld.

IMPORTANT If you are upgrading from another Palm OS® handheld, see www.palm.com/support/tungstenw for important upgrade instructions before beginning your Tungsten W handheld installation.

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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:

Minimum requirements: Mac computers

The minimum requirements for Mac computers are as follows:

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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.com/support/intl)
  
• Mouse
  
• One available USB port or serial port (serial cradle/cable sold separately and compatible with Mac OS 9 only)
  

Wireless service

IMPORTANT Whenever you use the wireless features of your handheld, please observe the guidelines or prohibitions on the use of wireless devices in your current location. For example, when you are on an airplane, do not turn on your radio at times when government or airline regulations prohibit the use of cellular phones. You can, of course, use all other applications of your handheld in accordance with airline regulations for electronic devices.

Your handheld is equipped with a GSM/GPRS mobile radio, so you can transmit and receive information over the airwaves, wirelessly, from your handheld. You don’t need to plug a wire into a wall socket, and you don’t need a modem.

After you charge the battery in your handheld, the mobile radio is ready for use. Follow the instructions in the Getting Started installation guide and this book to successfully set up and use your wireless features.

IMPORTANT Read your wireless service provider’s documentation to understand the features and options you have selected as part of your service contract with your wireless service provider. This handbook describes a wide range of wireless features that are usable only if the service is provided by your wireless service provider.

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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.

Making a call in a medical or safety emergency

To make a call for emergency service: Press all four application buttons at once. You can make this call even without the SIM card installed, so long as your handheld’s radio is on and you are in an area that has coverage. The call is free.

Software Download Available

Palm Desktop software is supplied on a CD-ROM disc. Check www.palm.com/ support/intl for updates and new versions of the software.

Compatibility of third-party applications

Palm works with developers of third-party add-on applications to ensure the compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld, or they may not have been designed to incorporate all the features available in your handheld.

6

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.
  
• Read the readme file for your handheld. After you install Palm Desktop software on your computer, open the Palm folder. The readme file is located in the Helpnote folder.
  

Finding information

For installation information, see Getting Started that came with your Tungsten W handheld. For comprehensive information about using your handheld, continue reading this electronic handbook.

For support information, upgrade information, articles, and answers to questions, see www.palm.com/support/tungstenw.

For more information about using Palm Desktop software, see the following:

• The handheld tutorial, Quick Tour. To access this tutorial, tap the Quick Tour icon from the Applications main screen.
  
• The Windows tutorial for Palm Desktop software, Desktop Quick Tour. To access this tutorial, open Palm Desktop software and select Quick Tour from the Help menu.
  
• The electronic Palm Desktop software for the Macintosh User’s Guide. To access this guide, open the Palm folder and then open the Documentation folder. Double-click the file Palm Desktop.pdf.
  
• The online help for Palm Desktop software. To access the online help, open Palm Desktop software and select the Help menu.
  

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Chapter 1 Welcome

8

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. Check your company for their policy on use of handhelds.
  
• Receive alerts when a new voicemail or SMS message arrives or a reminder occurs. Rely on any or all of the three alert modes: the indicator light, vibrator, or alarm sound. Support for the alert feature depends on your contract with your wireless service provider.
  
• Access WAP content, applications, and games.
  
• Make phone calls using a hands-free headset.
  
• Set preferences for how you receive alarms: hearing a sound, seeing a blinking indicator light, or feeling your handheld vibrate. Choose any combination.
  
• Access Internet information.
  
• Browse or search the Internet.
  
• Download and use web clipping applications that help you find specially formatted Internet information quickly.
  

NOTE Using web clipping on the handheld requires software that is available on the Software Essentials CD.

• Enter your schedule in Date Book.
  
• Keep all your contact names, addresses, and phone numbers in Address Book.
  
• Prioritize and assign your tasks a due date in To Do List.
  
• Set alarms from World Clock and Date Book to keep yourself on schedule and remind yourself of appointments, redial reminders, and notes.
  
• Synchronize your data with Palm™ Desktop software on your Windows or Mac computer so you can work with your personal information on your computer and maintain a copy of your information.
  

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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.

Locating front panel controls

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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.

Indicates when you are within or out of range for wireless transmission. It also notifies you of incoming Date Book or World Clock alarms.

Houses the antenna for your mobile radio.

Slides in and out of the slot in the side channel of the handheld. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. Unscrew the top of the stylus to access the reset tool.

The area where you type letters and numbers, and access special function keys. See Chapter 3 to learn how to type characters.

Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the handheld on and returns you to the last screen you viewed.

If your handheld is turned on, pressing the power button turns the unit off.

Pressing the power button for about two seconds turns the backlight on or off. For more information on the backlight, see the next section, “Using the indicator light”.

Red and green indicator light

Antenna cap

Stylus

Keypad

Power button/ Backlight control

Application buttons Activate the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, E-mail, and Wireless. See “Buttons preferences” in Chapter 21 for details on reassigning these buttons to open any application on your handheld.

Navigator

The five-way navigation button enables you to move up, down, right, and left in pick lists and menus. You can scroll down to view information below the viewing area, and scroll up to view the information above the viewing area. The navigator also has some special functions that are described in this handbook.

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• Date Book or World Clock event alert has occurred.
  
• A call was missed.
  
• Voicemail was received.
  

A dialog box appears, describing the reason for notification. Acknowledging the notification turns off the indicator light.

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Locating handheld components

Locating back panel components

Expansion card slot Accepts SD or MultiMediaCard expansion cards, enabling you to add more memory, applications, or Bluetooth functionality. You can also back up data to an expansion card.

NOTE Expansion cards are purchased separately.

Universal connector Connects your handheld to the cradle, which in turn connects to the back of your computer and through the AC adapter to the wall current. This allows you to recharge your handheld as well as update the information between your handheld and computer using HotSync technology.

The universal connector also connects peripheral hardware devices to your handheld.

Side channel

The left side channel holds the front cover, which slides in and out.

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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:

To remove a card:

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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.
  
• Turn the backlight on or off by pressing the power button and holding it down for about two seconds. Release the button when the backlight turns on or off.
  
• Disable the backlight or adjust the backlight brightness level using the Adjust Brightness dialog box.
  

To enable the backlight or adjust the backlight level:

1. Press Function + Brightness

.

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Chapter 2 Exploring Your Handheld

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CHAPTER 3

Navigating and Entering Data

This chapter explains how to enter data into your handheld, navigate around the interface, and use menu commands. There are several ways to enter data, to navigate, and to use menu commands:

• Tapping
  
• Using the five-way navigator
  
• Using the handheld keyboard
  
• Beaming data from another device that has an infrared port
  
• Entering or importing data in Palm™ Desktop software and then synchronizing with your handheld
  

Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld.

The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform.

Tapping

IMPORTANT Always use the point of the stylus for tapping or making strokes on the handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen.

With your handheld turned on, you can tap the handheld screen to do many operations, such as the following:

• Open applications
  
• Choose menu commands
  
• Select options in dialog boxes
  

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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.

See Chapter 4 and Chapter 5 for additional information about using the navigator with Address Book, and Chapter 8 for additional information on using the navigator with Date Book.

To navigate in list screens, do any of the following:

To navigate in record screens:

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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.
  

IMPORTANT Read dialog boxes carefully. Sometimes, selecting OK or Yes results in deleting data.

Using the keyboard

You can quickly and accurately enter text or numbers on your handheld using the keyboard. The keyboard also has special function keys that enable you to access features. Another feature is AutoCorrect, which automatically corrects some common misspellings when entering data from the keyboard.

Below the keyboard are application buttons and the 5-way navigator that enables you to navigate menus and pick lists quickly without using the stylus. These features are described in Chapter 2.

Letter and number keys: Enables you to enter letters and numbers. You can change the key response from the Keyboard preferences screen. See “Keyboard Preferences” in Chapter 21.

You can also access international characters using the navigator control. See “Accessing international and special characters” later in this chapter.

Tab/Brightness key: Adds a tab or opens the Brightness dialog box. For more information on the Brightness dialog box, see “Using the indicator light” in Chapter 2.

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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.

Space/Symbol key: Adds a space to the text or opens the onscreen keyboards. For more information about the onscreen keyboards, see “Accessing the onscreen keyboards” later in this chapter.

Command/Menu key: Opens the Command toolbar or Menu. For information about the Command mode, see “Menu commands” in Chapter 4. For more information about Menus, see “Using menus” in Chapter 4.

Home/ShortCut key: Opens the Application Launcher or enables you to enter a text ShortCut. For more information on ShortCuts, see “Using ShortCuts” later in this chapter.

Return/Enter key: Adds a manual return to the next line or enters the data.

Delete/Backspace key: Deletes the previous character.

Typing capital letters

The keyboard enables you to capitalize letters in two ways:

Accessing international and special characters

You can access international and special characters directly from the keyboard or from onscreen keyboards. These character sets enable you to communicate accurately through your memos or wireless messages.

Accessing from the keyboard

You can access international characters from the keyboard by pressing and holding a key, and then pressing Up and Down on the navigator. The character on the screen scrolls through a sequence of related international characters. You can scroll though the sequence either forward or backward depending on whether you are pressing Up or Down on the navigator.

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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:

You can open the onscreen keyboards anytime you need to enter special characters or numbers on your handheld.

To use the onscreen keyboard:

3. Press Function

When a keyboard is open, you can tap to open any of the other keyboards.

Alpha

Backspace

Carriage return

Numeric

Tap here to display alphabetic keyboard

International

Tap here to display numeric keyboard

Tap here to display international keyboard

Symbol

Tap here to display symbol keyboard

After you finish, tap Done to close the onscreen keyboard and place the text in the record.

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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.

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. If you press the Function twice, the dot changes to a “1” and the function feature remains locked. Pressing Function again unlocks it.

Using special features

In addition to characters, the Function key accesses special features on some of the keys. The following keys have special features:

Brightness key: Opens the Brightness dialog box. See “Using the backlight” in Chapter 2 for more information.

Find key: Opens the Find dialog box. See “Using Find” in Chapter 4 for more information.

Menu key: Opens the menu for the current screen. For more information, see “Using menus” in Chapter 4 and see the next section, “Using menu commands”.

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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.

Menu commands

Command letters

The command toolbar displays context-sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be Undo, Cut, Copy, and Paste. Tap an icon to select the command.

To use menu commands:

1. Press Command stroke

The Command toolbar opens at the bottom of the screen. The Command toolbar indicates that you are in Command mode.

Command mode is active only for a short time.

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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. See “ShortCuts preferences” in Chapter 21 to learn about creating your own ShortCuts.

To use a ShortCut:

1. Press Function + ShortCut

When you press the ShortCut key, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.

2. Type the ShortCut characters.

Using elements of the handheld interface

Menu bar and menu commands

A set of commands that are specific to the application. Not all applications have a menu bar.

To access the menu bar, do one of the following:

n Tap the Menu bar.

n Press Function + Menu

To access the menu commands, do one of the following:

• Tap the menu command on the menu.
  
• Use Right, Left, Up, or Down on the navigator.
  

n Press Command Stroke + the letter. For more information see “Using menu commands” later in this chapter.

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Next/previous arrows

The left and right arrows display the previous and next record; the up and down arrows display the previous and next page of information.

To use the arrows, do one of the following:

• Tap the arrows.
  
• Use Right, Left, Up, or Down on the navigator.
  

A list of choices that you can select from.

To use the pick list:

• Tap the arrow to display a list of choices.
  
• Tap an item in the list.
  
• Use Up or Down on the navigator to scroll through the list and select an item.
  

Pick list

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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.
  

Displaying online tips

Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.

To display an online tip:

Beaming data

Your handheld is equipped with an infrared (IR) port that is located at the top of the handheld, behind the small dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS® handheld that’s close by and equipped with an IR port, but you can also beam data to a mobile phone and to any other device that supports the IrCOMM implementation of the IrDA standards and that can read the type of data you’re beaming.

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Beaming data

You can beam the following information between devices with an IR port:

• The record currently displayed in Date Book, Address Book, To Do List, or Memo Pad
  
• All records of the category currently displayed in Address Book, To Do List, or Memo Pad
  
• A special Address Book record that you designate as your business card, containing information you want to exchange with business contacts
  
• An application installed in RAM memory
  
• An application installed on an expansion card that is seated in the card slot
  

TIP You can also perform HotSync® operations using the IR port. See “Conducting IR HotSync operations” in Chapter 20 for details.

For best results, handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. The beaming distance to other Palm OS handhelds may be different.

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Chapter 3 Navigating and Entering Data

TIP You can also press and hold the Address Book application button to instantly beam your business card to another device with an IR port.

To beam an application:

1. Press the Home

2. Press Function + Menu

To receive beamed information:

4. Tap Yes.

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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. Many of the applications that came with your handheld are also available in Palm Desktop software and in most PIMs, so you don’t need to learn different applications. For more information on entering data on your computer, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm™ Desktop software Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.

Importing data

If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld, you can transfer the data to your handheld without having to enter it manually. Save the data in one of the file formats in the following list, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.

Importing data from a Windows computer

Palm Desktop software can import data in the following file formats:

• Comma delimited (.csv, .txt): Address Book and Memo Pad only
  
• Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
  
• CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
  
• vCal (.vcs): Date Book only
  
• vCard (.vcf): Address Book only
  
• Date Book archive (.dba)
  
• Address Book archive (.aba)
  
• To Do List archive (.tda)
  
• Memo Pad archive (.mpa)
  

Archive formats can be used only with Palm Desktop software. Use the archive file formats to share information with other people who use a Palm OS handheld or to create a copy of your important Palm Desktop information.

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Chapter 3 Navigating and Entering Data

To import data from a Windows computer:

Select All in the Category box.

Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category.

See Palm Desktop online Help for more information on importing and exporting data.

Using File Link

The File Link feature enables you to import Address Book and Memo Pad information to your handheld from a separate external file on your Windows computer, such as a company phone list. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation. HotSync Manager stores the data in a separate category in Palm Desktop software and on your handheld.

With File Link, you can import data stored in any of the following formats:

• Comma-separated (*.csv)
  
• Memo Pad archive (*.mpa)
  
• Address Book archive (*.aba)
  
• Text (*.txt)
  

For information on how to set up a file link, see the Palm Desktop online Help.

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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).
  
• DateBook Pro (text file)
  
• DayMaker (text file)
  
• Dynodex (text file)
  
• FileMaker Pro (tab separated text file)
  
• Meeting Maker (text file)
  
• Newton running OS 1.0 with Newton Connection Kit: Names, Date Book Calendar, and Notepad (text file)
  
• Now Contact (text file)
  
• Now Up-to-Date (text file)
  
• QuickDex (text file)
  
• TouchBase Pro (text file)
  

Palm Desktop software can also import data in the following file formats:

• Tab delimited (.tab, .tsv, .txt)
  
• vCal (.vcs): Data Book only
  
• vCard (.vcf): Address Book only
  

To import data from a Mac computer:

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Chapter 3 Navigating and Entering Data

See Palm Desktop online Help for more information on importing and exporting data.

32

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. You can also open Date Book and Address Book with the application buttons on your handheld.

Date Book

Address Book

In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.

To open an application on your handheld:

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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.
  
• In the Applications Launcher, type the first letter of the application’s name. The Applications Launcher scrolls to the first application with a name that begins with that letter and highlights the icon. You can open the icon by pressing the Enter key.
  

Opening expansion card applications

When an expansion card is properly seated in the expansion card slot, your handheld responds based on the contents of the card and the application that is active when you insert the card. In some cases, the application on the card opens automatically upon insertion, or if you insert a card containing data from the current application, the application displays the data on the card. In other cases, the Applications Launcher switches to the card, and displays its contents, and the pick list in the upper-right corner of the screen displays the name of the card.

To open an application on an expansion card:

n Select the icon of the application that you want to open.

Switching between applications

When working with any application, press Home or press an application

button on your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.

When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card.

34

Categorizing applications

To switch to an expansion card:

Categorizing applications

The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Games, Main, and System.

You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories. You can have a maximum of 15 user-defined categories.

When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list becomes the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card.

To categorize an application:

2. Press Command Stroke + Y.

Alternately, press Function + Menu

App menu.

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Chapter 4 Working with Applications

3. Tap the pick list next to each application to select a category.

OK to add the category.

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.

• Tap the pick list in the upper-right corner of the screen, and select the category you want to display.
  
• When the highlight in the Applications Launcher is not active, press and hold Select on the navigator to open the category list, press Up or Down on the navigator to highlight a category, and then press Select on the navigator to display that category.
  

Changing the Applications Launcher display

By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher.

To change the Applications Launcher display:

2. Press Command Stroke + R.

Alternately, press Function + Menu

Preferences.

36

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Chapter 4 Working with Applications

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.

NOTE If you view your applications on the card using a Card Reader on your Windows or Mac computer, the actual file names may differ from those displayed in the Applications Launcher.

To copy an application from an expansion card:

2. Press Command Stroke + C.

Alternately, press Function + Menu

7. Press Function + Enter

, or tap Done.

You can also beam applications from expansion cards to your handheld. See “Using elements of the handheld interface” in Chapter 3 for details.

38

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 + C.

Alternately, press Function + Menu

3. Tap Settings.

6. Press Function + Enter

, or tap OK.

NOTE The Sort By setting is in effect each time you use the copy feature. Each time you want to copy an application only, you must select the Copy Applications Only check box.

Using menus

Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications.

The menus of each application are illustrated in the chapter that discusses that application.

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Chapter 4 Working with Applications

To open the menu bar:

– Press Function + Menu

– Tap the inverted title area at the top of the screen.

In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo.

Choosing a menu

The menus and menu commands that are available depend on the application that is currently open. Also, the menus and menu commands vary depending on which part of the application you’re currently using. For example, in Memo Pad the menus are different for the Memo list screen and the Memo record screen.

To select a menu command with the stylus:

TIP After you open the menu bar, you can also press Right and Left on the navigator to select a menu, press Down on the navigator to select the command you want to use, and then press Select on the navigator to run the command.

40

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. Press Command Stroke + R.

– Alternately, press Function + Menu

the Options menu.

NOTE Not all applications have a Preferences command.

3. Make changes to the settings.

4. Press Function + Enter

, or tap OK.

Performing common tasks

The tasks described in this section use the term records to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, Note Pad note, or Expense item.

Creating records

You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Memo Pad, Note Pad, and Expense.

To create a record:

Function + Enter

+ Enter , or tap Done.

There’s no need to save the record because your handheld saves it automatically.

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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

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.

Entering text

For information on how to enter text using the keyboard on your handheld or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 12.

Using the Edit menu

The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application.

To select text in an application:

NOTE You can also double-tap to select a word, or triple-tap to select a line of text. You can also drag across the text to select additional words, or drag down to select a group of lines.

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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.

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.

Copies the selected text and stores it temporarily in the memory of your handheld. You can paste the copied text into another area of the current application or into a different application.

Inserts the cut or copied text at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing.

Selects all the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere.

Cut

Copy

Paste

Select All

Keyboard

Deleting records

To delete a record using the menu command:

1. Select the record you want to delete.

To delete a record using the Menu:

1. Select the record you want to delete.

2. Press Function + Menu

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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. (The archive option is not available in Note Pad.)

Other ways to delete records

You can also delete records in the following ways:

• Delete the text of the record.
  
• In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog
  

box for the record, tap Delete, and then press Function + Enter

, or tap

OK.

NOTE When deleting a repeating event in Date Book, you can choose to delete the current repeating event, current and future events, or all instances of that event.

n In Note Pad, open the note you want to delete, and then tap Delete.

Purging records

Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.

All these outdated records take up memory on your handheld, so it’s a good idea to remove them by using Purge. If you think Date Book or To Do List records might prove useful later, you can purge them from your handheld and save them in an archive file on your computer.

Purging is not available in Address Book, Note Pad, or Memo Pad; you must delete outdated records manually from these applications.

To purge records:

1. Open the application.

2. Press Command Stroke + E.

Alternately, press Function + Menu

Record menu.

A confirmation dialog box appears.

Date Book: Tap the pick list and select how old a record must be to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.

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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.

If you chose to save a copy of the purged records, your handheld transfers them to an archive file on your desktop the next time you perform a HotSync operation.

NOTE Purging does not happen automatically. You must select the command to make it happen.

Categorizing records

You can categorize records in the Address Book, To Do List, Note Pad, Memo Pad, and Expense applications so that they are grouped logically and are easy to review.

When you create a record, your handheld automatically places it in the category that is currently displayed. If the category is All, your handheld assigns it to the Unfiled category. You can leave an entry as Unfiled or assign it to a category at any time.

By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal.

You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories. You can have a maximum of 15 user-defined categories in each application.

When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list is the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card.

Address Book contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers you might need in emergencies (doctor, fire department, lawyer, and so on).

Expense contains two user-defined categories, New York and Paris, to show how you might sort your expenses according to different business trips.

The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available.

To move a record into a category:

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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.

Tap here

NOTE In the Date Book Agenda view, the pick list is in the upper right of the To Do list.

TIP Pressing an application button on your handheld scrolls through all the categories of that application except for Unfiled. This feature is not available in Date Book.

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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

4. Enter the name of the new category, and then press Function + Enter

tap OK.

5. Press Function + Enter

, or tap OK.

You can assign any of your records to the new category.

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Chapter 4 Working with Applications

To rename a category:

4. Enter the new name for the category, and then press Function + Enter

,

or tap OK.

5. Press Function + Enter

, or tap OK.

TIP You can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.

Finding information

Your handheld offers several ways to find information quickly:

• All applications that reside on your handheld: Find locates any text that you specify, always starting with the current application. However, Find does not search through applications on expansion cards.
  
• Date Book, To Do List, Memo Pad: Phone Lookup displays the Address list screen and enables you to add to a record the information that appears in this list.
  
• Address Book: The Look Up line enables you to scroll immediately to a name when you enter the first letters of that name.
  
• 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.
  

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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.

The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an s scrolls to “Sands,” and writing sm scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.

2. Tap the record to view its contents.

To look up an Address Book record with the navigator:

The list scrolls to the first entry that begins with that letter.

3. Press Right on the navigator to move to the next letter box.

The Quick Look Up line displays only letters that are a possible match for that position.

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Chapter 4 Working with Applications

If only one match is possible for a particular position, the highlight jumps to the next position.

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.” If you sort the list by company name, the Quick Look Up feature scrolls to the matches for the company name.

TIP If only one match is possible for the letters you selected, the contents of the record displays automatically.

Using Find

You can use Find to locate any text that you specify, in any application that resides on your handheld. Find does not search applications that reside on an expansion card.

To use Find:

1. Press Function + Find

TIP If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box.

Find locates any words that begin with the text you enter. For example, searching for “plane” finds “planet” but not “airplane.”

3. Press Function + Enter

, or tap OK.

Find searches for the text in all records and all notes.

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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:

2. Press Command Stroke + L.

Alternately, press Function + Menu

and then select Phone Lookup on

the Options menu.

4. Tap Add.

The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1.

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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:

3. Tap Who.

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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.

Alternately, press Function + Menu

Options menu.

Address Book

Note Pad

Memo Pad

4. Press Function + Enter

, or tap OK.

To sort the Note Pad and Memo list manually, tap and drag a note or memo to a new location in the list.

To make the list appear in Palm Desktop software as you manually sorted it on your handheld, open the application in Palm Desktop software and click Sort by. Then select Order on Handheld.

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Chapter 4 Working with Applications

To sort records in To Do List and Expense:

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. For example, for an appointment in Date Book, you can attach a note with directions to the location.

To attach a note to a record:

6. Press Function + Enter , or tap Done.

A small note icon appears at the right side of any item that has a note.

Note icon

To review or edit a note:

TIP In Date Book, you can also select the event that contains the note, press Select on the navigator to open the note, and then press Select on the navigator again to close the note.

To delete a note:

3. Press Function + Enter

, or tap Yes.

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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.

To change the font style:

1. Open an application.

2. Press Command Stroke + F.

Alternately, press Function + Menu

Options menu.

3. Tap the font style you want to use.

Tap here for small font

4. Press Function + Enter

, or tap OK.

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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. If you tap Snooze in response to an alert message, your handheld reminds you of the item again in five minutes. The Reminder screen displays alerts that await attention.

To respond to alerts, do one of the following:

• Select an item’s check box to clear the item.
  
• Tap an item (either the icon or the text description) to open the application where the alarm was set. The application opens to the entry associated with the alarm.
  

n Press Function + Enter , or tap Done to close the reminder list and return to the current screen. An attention indicator blinks in the upper-left corner of the screen; tap it to view the alert list again.

• Tap Snooze to see the list again in five minutes.
  If you tap Done or Snooze and view the reminder list later, the current time is displayed in the Reminder bar and the original alert time is displayed with each list item.
  
• Tap Clear All to dismiss all alerts in the list.
  

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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:

Hiding or masking private records

You can use the Security preferences to set a password and select whether to mask your private records or hide them completely. See “Security preferences” in Chapter 21 for details.

Installing and removing applications

This section explains how to install and remove applications on your handheld or on an expansion card, and how to remove Palm Desktop software from your computer.

Installing add-on applications

Your handheld comes with applications installed and ready to use, but you can also install additional applications, such as games and other software, on your handheld or on a card that is seated in the expansion card slot. Applications or games that you install on your handheld reside in RAM memory, and you can delete them at any time.

The Install Tool makes it easy to install software during a HotSync operation. There are a variety of third-party applications available for your handheld. To learn more about these applications, go to the web site: www.palm.com/support/intl.

To install add-on software on your handheld using a Windows computer:

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Chapter 4 Working with Applications

TIP 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.

58

Installing and removing applications

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. Expansion cards may hold applications that use files other than the PalmTM application files. For your handheld to recognize such a file, you must launch the application at least once.

To install add-on software on your handheld using a Mac computer:

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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.

TIP You can also drag files or folders of files to the list in the Install Handheld Files dialog box. The files are copied to the Files To Install folder.

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. Expansion cards may hold applications that use files other than the Palm application files. In order for your handheld to recognize such a file, you must launch the application at least once.

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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.

NOTE If you have backed up your applications during a HotSync operation, you also need to delete them from your computer. Otherwise, they are reinstalled at the next HotSync operation.

To remove an add-on application:

2. Press Command Stroke + D.

Alternately, press Function + Menu

Removing Palm Desktop software

If you no longer want to use Palm Desktop software, you can remove it from your computer.

To remove Palm Desktop software from a Windows computer:

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Chapter 4 Working with Applications

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:

NOTE This process removes only the application files. The data in your Users folder remains untouched.

7. Restart your computer.

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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.
  
• Attach a note to each Address Book entry, in which you can enter additional information about the entry.
  
• Assign Address Book entries to categories so that you can organize and view them in logical groups.
  
• Create your own digital business card that you can beam using SMS or e-mail to other devices with an infrared (IR) port and an application that can read the data.
  

To open Address Book:

TIP Press the Address Book application button

repeatedly to cycle through the

categories in which you have records. You can also press and hold the Address Book application button to instantly beam your business card to another device with an IR port. The receiving device must also have an application that can read the Address Book data.

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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.

See “Importing data” in Chapter 3 and Palm Desktop online Help for more information.

To create a new Address Book entry:

Tap New

TIP Pressing Tab

moves the cursor to the next field.

64

Selecting types of phone numbers

8. After you finish entering information, Press Function + Enter

, or tap

Done.

TIP 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.

Selecting types of phone numbers

You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry.

To select other types of phone numbers in an entry:

Tap triangle

4. Select a new label.

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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:

4. Select any of the following settings:

Making connections from Address Book

You can use the entries in your Address Book to launch applications that perform tasks such as dialing a phone number or creating an e-mail or SMS message. Some of the applications you can launch are included with your handheld, and others may be available from third-party developers and are sold separately.

Quick Connect

You can use Quick Connect to select an entry and initiate a related task with one hand using the navigator. You can also configure which application opens when you choose a specific Address record field, and whether to add a prefix to all phone numbers.

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Making connections from Address Book

To make a connection with Quick Connect:

TIP You can also tap the Quick Connect icon in the title bar of the Address record.

To configure Quick Connect settings:

1. From the Quick Connect dialog box, tap Settings.

4. Press Function + Enter

, or tap OK.

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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 + Menu

Options menu.

TIP You can also configure which application opens when you tap a specific Address record field, and whether to add a prefix to all phone numbers. See “Quick Connect” earlier in this chapter to learn how to configure these settings.

To make a connection with Tap-to-Connect:

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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.

Record menus

Address list

Duplicate Address

Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.

Opens the Quick Connect dialog box where you can select which application to use to make the connection.

Connect

Send Category Opens a dialog box where you can select how to send all records in the selected category to another device. The options available depend on the software installed on your handheld.

Send Address

Opens a dialog box where you can select how to send the selected entry to another device. The options available depend on the software installed on your handheld.

Options menus

Address list

Address view

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Chapter 5 Using Address Book

Preferences

Remember last category: 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.

Fields that appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries.

Shows version information for Address Book.

Rename Custom Fields

About Address Book

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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 .

Performing calculations

The Calculator includes several buttons to help you perform calculations.

Clears the entire calculation so that you can begin a fresh calculation.

Clears the last number you entered. If you make a mistake while entering a number in the middle of a calculation, you can use this button to reenter the number without starting the calculation over.

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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. Pressing this button has no effect on the current calculation (or series of calculations); it merely places the value into memory until it is recalled.

Recalls the stored value from memory and inserts it into the current calculation.

Clears any value that is stored in the Calculator memory.

Calculates the square root of a number. Enter the number, and then tap the square root button.

Viewing recent calculations

The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations.

To display recent calculations:

1. Press Command Stroke + l.

Alternately, press Function + Menu

Calculations on the Options menu.

2. After you finish reviewing the calculations, press Function + Enter

tap OK.

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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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Chapter 6 Using Calculator

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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:

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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 + Menu

the Card menu.

4. Enter the new name for the card.

5. Tap Rename.

Formatting a card

Formatting a card destroys all its data and prepares it to accept new applications and data.

To format a card:

1. Press Home

2. Tap the Card Info icon .

3. Press Command Stroke + F.

Alternately, press Function + Menu

the Card menu.

4. Press Function + Enter

, or tap OK.

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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. For optimal performance, we recommend that you do not install more than fifty applications to a single expansion card.
  
• When your handheld’s battery level becomes very low, access to the expansion card may be disabled to protect your data. If this occurs, recharge your handheld as soon as possible.
  

Using the Card Info menu

The Card Info menu is shown here for your reference, and the Card Info features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

Help Provides help text.

About Card Info Shows version information for Card Info.

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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.
  
• Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments.
  
• Display an agenda showing appointments, untimed events, and your To Do items for the day.
  
• Set an alarm to notify you of the scheduled activity.
  
• Create reminders for events that are based on a particular date, rather than time of day. Birthdays and anniversaries are easy to track with your handheld.
  
• Attach notes to individual events for a description or clarification of the entry in your Date Book.
  

To open Date Book:

TIP Press the Date Book application button repeatedly to cycle through the Day, Week, Month, and Agenda views.

When you open Date Book, the screen shows the current date and a list of times for a normal business day.

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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.

It’s possible to schedule events that overlap, but Date Book makes it easy to find such conflicts. See “Spotting event conflicts” later in this chapter.

You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times, such as birthdays, holidays, and anniversaries. These are referred to as “untimed events.” Untimed events appear at the top of the list of times, marked with a diamond. You can have more than one untimed event on a particular date.

You can also schedule a repeating event, such as a weekly meeting, and continuous events, such as a three-day conference or a vacation.

To schedule an event for the current day:

1. Tap the time line that corresponds to the beginning of the event.

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Scheduling an event

Start Time

Tap to scroll to earlier hours

Tap to change hours

Tap to change minutes

Tap to scroll to later hours

Tap to automatically fill the start and times

5. Press Function + Enter

, or tap OK.

If an event has the same start and end time, the time is displayed only once.

To schedule an event for another day:

Previous week

Next week

Tap to select a day of the current week

– Press Right or Left on the navigator to scroll to the next or previous day.

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• 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.
  

Tap to select a month

Tap to select a day

Tap to select current date

To schedule an untimed event:

4. Enter a description of the event.

5. Tap a blank area on the screen to deselect the untimed event.

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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:

TIP You can also press Select on the navigator to insert the highlight on the next event in the current day or on the first event of another day. To scroll through the events in the selected day, press Up and Down on the navigator.

Rescheduling an event

You can easily make changes to your schedule with your handheld.

To reschedule an event:

5. Press Function + Enter

, or tap OK.

Setting an alarm for an event

The Alarm setting enables you to set an alarm for events in your Date Book. You can set an alarm to notify you minutes, hours, or days before an event. The default Alarm setting is five minutes before the time of the event, but you can change the Alarm to any number of minutes, hours, or days.

When you set an alarm, this icon appears to the far right of the event with the alarm. When the alarm occurs, a reminder message also appears onscreen.

To set an alarm for an event:

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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.

• Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze, and meanwhile an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm.
  
• Tap Go To to open Date Book. Date Book opens and displays the event associated with the alarm.
  

Alarm for untimed events: You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. When the alarm triggers, the reminder list displays the alarm message until you clear it. See “Receiving alerts” in Chapter 4 for details.

For example, you might set an alarm for an untimed event that occurs on February 4. If the alarm is set for five minutes, the reminder message appears at 11:55 PM on the night of February 3. The reminder remains in the reminder list until you turn on your handheld and dismiss it.

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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.

To schedule a repeating or continuous event:

For example, if you select Month and enter the number 2, the event repeats every other month.

7. Press Function + Enter

, or tap OK.

After you schedule a repeating or continuous event, the Repeat icon appears to the far right of the event.

Changing repeating or continuous events

When you make changes to a repeating or continuous event, such as deleting or adding notes or changing the time of an event, you can decide which of the events you want to change—all events in the series, just the current event, or the current and future events.

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To delete repeating events:

1. Select the record you want to delete.

5. Press Function + Enter

, or tap OK.

Considerations for repeating or continuous events

Keep the following points in mind:

• If you change the start date of a repeating event, your handheld calculates the number of days you moved the event. Your handheld then automatically changes the end date to maintain the duration of the repeating event.
  
• If you change the repeat interval (e.g., daily to weekly) of a repeating event, past occurrences (prior to the day on which you change the setting) are not changed, and your handheld creates a new repeating event.
  
• If you change the date of an occurrence of a repeating event (e.g., from January 14th to January 15th) and apply the change to all occurrences, the new date becomes the start date of the repeating event. Your handheld adjusts the end date to maintain the duration of the event. If you apply the change to current and future occurrences, past occurrences are not changed.
  
• If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply the change to all occurrences, your handheld creates a new event. The start date of this new event is the day on which the setting is changed.
  
• If you apply a change to a single occurrence of a repeating event (e.g., time), that
  

occurrence no longer shows the Repeat icon .

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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. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule.

To display the Week view:

1. Tap the Week view icon.

The Week view also shows untimed events and events that are before and after the range of times shown. Untimed repeating events appear in green.

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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.
  
• Press Right and Left on the navigator to scroll to the next or previous week.
  
• Press Select on the navigator to insert the highlight, and then press Right and Left to select a day within the selected week. To view the events on the selected day, press Select on the navigator again.
  
• The Week view shows the time span defined by the Start Time and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day’s column. Use the onscreen scroll arrows to scroll to the event, or press Up and Down on the navigator to scroll to earlier and later time slots within the selected week.
  

Working in Month view

The Month view screen shows which days have events scheduled. Dots and lines in the Month view indicate events, repeating events, and untimed events.

      indicates untimed event date indicates continuous event indicate events

You can control the dots and lines that appear in the Month view. See “Display Options” later in this chapter.

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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. Press Select on the navigator to display that day in the Day view.
  
• Untimed repeating events appear in green.
  

Working in Agenda view

The Agenda view shows you your untimed events, appointments, and To Do items in one screen. When you tap an untimed event or appointment in the Agenda view, the Day view appears so you can see more detailed information about the event. You can tap the check box next to a To Do item to mark it as completed. When you tap on a To Do item, your To Do list appears.

NOTE The To Do items that appear and how you can change them depends on the settings in your To Do preferences. See “Setting To Do Preferences” in Chapter 16 for more information.

To display the Agenda view:

1. Tap the Agenda view icon.

TIP You can also press Up and Down on the navigator to scroll through the events on the selected day, or press Right and Left on the navigator to scroll to the next or previous day.

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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. The first event created appears as a gray bar, and any subsequent conflicting events appear as a single red bar. The Day View displays overlapping red brackets to the left of the conflicting times. The Month View displays conflicting appointments in red.

Date Book menus, preferences, and display options

Date Book menus are shown here for your reference, and Date Book 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 Event

Opens a dialog box where you can choose how you want to send the selected event to another device. The options available depend on the software installed on your handheld.

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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.

When it is on, start and end times are displayed for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.

Month view settings These check boxes apply to the Month view of the Date Book. You can deactivate any or all of these settings to hide Timed, Untimed, or Daily Repeating events in the Month view only.

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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.

Shows version information for Date Book.

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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.
  
• Log miles traveled for a particular date or expense category.
  
• Sort your expenses by date or expense type.
  
• Send or export your expense information to popular computer applications, such as Microsoft Excel or Microsoft Word, using Palm™ Desktop software and HotSync® technology on a Windows computer.
  

IMPORTANT To access Expense, you must first perform a HotSync operation with your handheld. Expense is automatically loaded onto your handheld during the first HotSync operation.

To open Expense:

1. Press Home

2. Select the Expense icon .

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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.

of

TIP Another quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list, type the first letter(s) of the expense type, and then type the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature. See “Options menu” later in this chapter for details.

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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:

3. Tap the new date.

Entering receipt details

Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box.

To open the Receipt Details dialog box:

3. Select any of the following options:

Category

Type

Opens a pick list of system and user-defined categories. See “Categorizing records” in Chapter 4 for more information.

Opens a pick list of expense types.

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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.

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. You can also display up to four other common types of currency. See “Customizing the Currency pick list” later in this chapter for more information.

Enables you to record the name of the vendor (usually a company) associated with the expense and the city where the expense was incurred. For example, a business lunch might be at Rosie’s Cafe (Vendor) in San Francisco (City).

Currency

Vendor and City

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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.

Currencies on the Options menu.

2. Tap one of the four Country boxes.

Tap a Country box

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NOTE If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.

Setting Show Options

Show Options defines the sort order and other settings that relate to your Expense items.

To open the Show Options dialog box:

Sort by

Enables you to sort expense items by date or type.

Distance Enables you to display Mileage entries in miles or kilometers.

Show currency Shows or hides the currency symbol in the Expense list.

3. Press Function + Enter

or tap OK.

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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.
  
• Organize your Expense data by category, amount, date, type, or notes.
  
• View Expense data in various formats: List, Large Icons, or Small Icons.
  
• Record individual expenses in various currencies and display the total in one selected currency type.
  
• Print Expense reports.
  
• Transfer Expense data to other applications, such as Microsoft Excel, using the Send command or Export command, and import data in popular file formats.
  

Displaying the euro on your computer

When you perform a HotSync operation, the euro symbol is transferred to Palm Desktop software like any other piece of data on your handheld. The symbol appears in Palm Desktop software, however, only if you are using fonts that support the euro symbol.

These fonts are part of the operating system on your computer. They do not reside with your Desktop application, and they are not produced by Palm, Inc. For more information refer to the documentation that accompanies your desktop computer’s operating system.

Printing the euro

Even with operating system support, problems may arise when you print documents that contain the euro. When a font is present on both the printer and the computer, the printer font is used by default to increase printing speed. If the printer font does not include the euro, a box is printed instead of the euro symbol.

These fonts are part of the operating system on your computer. They do not reside with your Desktop application, and they are not produced by Palm, Inc. For more information, refer to the documentation that accompanies your desktop computer’s operating system.

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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.

Use automatic fill. Enables you to select an expense type by typing the first letter of an expense type. For example, if you type the letter T, it enters the “Taxi” expense type. Typing T and then E enters Telephone, which is the first expense type beginning with the letters TE.

About Expense Shows version information for Expense.

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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.
  
• Assign memos to categories so that you can organize and view them in logical groups.
  
• Write down phone numbers and other types of information that you can later copy and paste into other applications.
  

To open Memo Pad:

1. Press Home

2. Tap the Memo Pad icon .

Creating memos

A record in Memo Pad is called a memo. You can assign memos to categories and mark them private as described in Chapter 4. This section covers how to create a memo.

To create a new memo:

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TIP 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.

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:

Select a memo to review

2. Review or edit the text in the memo.

3. Press Function + Enter

, or tap Done.

Using Memo Pad menus

Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here.

See “Using menus” in Chapter 4 for information about choosing menu commands.

The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo.

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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.

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.

Send Memo

Options menus

Memo list

Memo screen

Preferences

Displays the Memo Preferences dialog box, where you define the sort order for memos.

About Memo Pad Shows version information for Memo Pad.

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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.
  
• Make and manage a conference call.
  
• Retrieve Caller ID information from your Address Book.
  
• View a history list of your last 20 missed, incoming, and received calls.
  
• Create call reminders to help you follow up on calls.
  
• Quickly access a list of frequently called numbers.
  
• Attach notes to the Address Book entry of the person you are speaking with.
  

NOTE The Mobile features available on your handheld depend on your contract with your wireless service provider.

IMPORTANT Whenever you use the wireless features of your handheld, please observe the guidelines or prohibitions on the use of wireless devices in your current location. For example, when you are on an airplane, do not turn on your radio at times when government or airline regulations prohibit the use of cellular phones. You can, of course, use all other applications of your handheld in accordance with airline regulations for electronic devices.

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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.

The button on the headset microphone changes function according to the call status:

Long press: Ignores the call and sends the call to voicemail.

To use the hands-free headset:

1. Insert the headset connector into the voice jack.

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Using your hands-free headset

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

– When a call is active, press Up or Down on the navigator.

3. Press Function + Enter

, or tap Done.

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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. Tap the Palm Mobile icon .

Numeric display

Call being forwarded Vibrate on Ringer off Voicemail message Roaming

To open Palm Mobile from the headset:

The Palm Mobile application automatically opens. If the mobile radio is not on, the mobile radio automatically turns on.

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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:

Tap anywhere onscreen to silence the ringer

Tap Answer to answer the call

Tap Ignore to send the call directly to your voicemail

2. Begin communicating.

Tap End to end call

Tap name to go to Call Action screen

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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:

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.

Tap and hold the 0 key to add a + (plus) to the number sequence.

Redialing the most recently dialed number

You can quickly redial the most recently dialed number.

To redial the most recently dialed number:

1. Tap Dial when the numeric display has no digits.

Numeric display has no digits

Tap Dial

2. Tap Dial.

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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

TIP 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.

Managing a phone call

When the phone call is answered or when you place a call, the Active Call screen is displayed. If you select the name or number, you go to the Call Action screen where you can do the following:

• Save the number to the Address Book.
  
• Add an Address Book note.
  
• Set a redial reminder.
  
• Disconnect the call.
  

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To manage a phone call:

Disconnect call Disconnects only the current selected call, not the calls on hold.

Save to Address Book

Opens the Save to Address Book screen. The Save to Address Book button changes to Create Note if the number was found in your Address Book when the call was received or placed.

Create note Attaches a note to the Address Book entry.

Set Redial Reminder

Answering call waiting

Opens the Set Redial Reminder dialog box. See “Creating a redial reminder” later in this chapter.

If you receive a call while you are on the line with another caller, you can place the current caller on hold and answer the other call. You can also ignore the call and allow it to go to voicemail.

To answer call waiting:

Tap Swap to change the active callers

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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:

n Tap Conference.

1. Tap Add Call.

Tap Conference

Enter number

Tap Dial

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3. Once the number appears as the Active caller, tap Conference.

Managing a conference call

Tap Conference

Palm Mobile enables you to manage all parts of a conference call. You can do the following:

• Have a private conversation with one of the callers while the other callers are put on hold
  
• Mute the microphone on your earbud cable
  
• Disconnect one participant from the conference call
  
• Disconnect all participants from the conference call
  

To have a private conversation with one caller:

1. Tap name.

Tap name

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Using conference calling

2. Tap Private Conversation.

Tap Private Conversation

To disconnect one caller:

1. Tap name.

Tap name

2. Tap Disconnect Call.

Tap Disconnect Call

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To add a caller to a current conference call:

1. Tap Add Call.

Tap Add Call to add caller

To end the conference call:

n Tap End.

Tap End

To mute the conference call:

n Tap Mute.

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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. You can retrieve your voicemail messages directly from the notification message or from the Palm Mobile application. Your voicemail access number is configured in the Mobile preferences screen. See “Keyboard Preferences” in Chapter 21 for more information.

To retrieve voicemail from a notification message:

Tap Go To to dial voicemail number

To retrieve voicemail message from Palm Mobile:

Press and hold the 1 key to retrieve voicemail

Voicemail icon indicates voicemail message available

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TIP 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.

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.

Creating a speed-dial entry

You can use your Address Book to create a speed-dial entry.

To create a speed dial entry:

1. Tap Speed.

Tap Speed

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2. Tap a category and then tap an empty speed-dial button.

Tap category

Tap empty speed-dial button

4. Press Function + Enter

, or tap OK.

The name appears on the speed-dial button.

Entry added to speed-dial list

5. Tap Done.

Dialing a speed-dial entry

Before you can dial speed-dial entries, you must create them. For information on creating speed-dial entries, see “Creating a speed-dial entry” earlier in this chapter.

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To dial a speed-dial entry:

1. Tap Speed.

Tap Speed

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.

Tap Speed

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2. Tap Edit.

Tap Edit

3. Tap an entry.

Tap an entry

4. Edit the entry.

Edit name and number

5. Press Function + Enter

, or tap OK.

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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 .

Tap Call History icon

2. Tap an entry from the list.

Address Book entry

3. Tap Call.

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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. Press Function + Enter

, or tap OK.

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Tap Profile

Name of currently active profile

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2. Tap one of the profiles.

To edit your call profiles:

1. Tap Profile.

2. Tap Edit Profiles.

3. Tap a profile.

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4. Edit the profile.

Forward to Sets the call forwarding option to off, forward to voicemail, or other. If you select other, a field appears where you can enter the phone number you want to forward the call to.

Managing ring tunes

You can choose a ringer tune from a tune list for each of your profiles (see “Managing profiles” earlier in this chapter). You can manage the list of available tunes from the Select Tune screen by deleting tunes and beaming tunes to other devices. You can also receive tunes beamed from other devices. For more information on receiving beamed information, see “Using elements of the handheld interface” in Chapter 3.

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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 + Menu

the Mobile list.

2. Tap a ring tune.

To beam a ring tune:

1. Press Command Stroke + B.

Press Function + Menu

list.

2. Tap a ring tune.

3. Tap Beam.

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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

Opens the Call Settings preferences screen where you can do the following:

• Set call waiting. See “Enabling call waiting” in Chapter 21.
  
• Conceal your number. See “Concealing your number” in Chapter 21.
  
• Divert your calls. See “Diverting your calls” in Chapter 21.
  

Opens the Call Timer preferences screen where you can track your phone time. See “Tracking your phone time” in Chapter 21.

Opens the Current Status preferences screen where you can check the status of your connection. See “Checking your current status” in Chapter 21.

Opens the GPRS preferences screen where you can check the status of your connection. See “Checking your GPRS network usage” in Chapter 21.

Call Timer

Current Status

GPRS Meter

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Network

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. See “Setting PIN for mobile power on” in Chapter 21.
  
• Bar or block different classes of incoming and outgoing calls. See “Setting call barring” in Chapter 21.
  
• Set Fixed Number Dialing (FND) so that only preprogrammed phone numbers in the FND phone book can be dialed. See “Setting Fixed Number Dialing (FND)” in Chapter 21.
  

Security

About Mobile Shows version information for Palm Mobile.

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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.
  
• Assign notes to categories so that you can organize and view them in logical groups.
  
• Exchange notes with other devices that have Note Pad 2.0 installed and that use SMS.
  
• Use Palm™ Desktop software and HotSync® technology to copy and paste notes into popular computer applications like Microsoft Word, or to send notes as e-mail attachments.
  

To open Note Pad:

1. Press Home

2. Select the Note Pad icon .

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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