Applications Handbookfor thePalm III™ Organizerapps.bk : appsfrnt.fm5 Page i Thursday, June 4, 1998 12:54 PM
Page 4 Applications Handbook for the Palm III OrganizerEditing an Address Book EntryAfter you create an Address Book entry, you can update it or ente
Page 94 Applications Handbook for the Palm III OrganizerWorking With MemosA memo is where you enter, review and modify the individual Memo Pad entrie
Chapter 7 Page 95To review the contents of a memo:1. Tap the text of the memo that appears in the Memo List screen to display the memo on the screen.2
Page 96 Applications Handbook for the Palm III OrganizerManually arranging the Memo ListIf you choose the Manual option for the Sort by setting, you
Chapter 7 Page 97To mark a memo as private:1. Tap the memo you want to mark as private to display it on the screen.2. Tap the Details button to open t
Page 98 Applications Handbook for the Palm III OrganizerMemo Pad Menu CommandsThe Memo Pad includes menu commands to make it fast and easy to perform
Chapter 7 Page 99Options MenuWhen you select the Options menu, its commands appear on screen.FontOpens the Select Font dialog where you can choose a d
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Chapter 8 Page 101Chapter 8PreferencesThe Preferences screens enable you to customize the configuration options on your Palm III™ connected organizer.
Page 102 Applications Handbook for the Palm III OrganizerButtons PreferencesThe Buttons Preferences screen enables you to associate different applica
Chapter 8 Page 103To change the Pen preferences:1. Tap the Pen button in the Buttons Preferences screen to open the Pen dialog.2. Tap the pick list an
Chapter 1 Page 5Working With Address Book EntriesYour Palm III organizer enables you to quickly find your Address Book entries, group them by category
Page 104 Applications Handbook for the Palm III Organizer3. Tap the OK button to complete your selection and return to the Buttons Preferences screen
Chapter 8 Page 105Digitizer PreferencesThe Digitizer Preferences screen activates the digitizer calibration screen. This is the same screen that appea
Page 106 Applications Handbook for the Palm III OrganizerTime, Date, Week Start and Numbers FormatsThe Time setting defines the format for the time o
Chapter 8 Page 1072. Tap the up or down arrows to change the number for the hour.3. Tap the minutes numbers, and then tap the arrows to adjust the set
Page 108 Applications Handbook for the Palm III OrganizerAuto-Off DelayYour Palm III organizer has an automatic shutoff feature that turns off the po
Chapter 8 Page 109Modem PreferencesThe Modem Preferences screen enables you to define the settings for a modem directly connected to the Palm III orga
Page 110 Applications Handbook for the Palm III OrganizerNetwork Preferences and Palm TCP/IP SoftwareThe Network Preferences settings enable you to u
Chapter 8 Page 111To select a service:1. Tap the Service pick list in the Network Preference screen to display a listing of all the predefined service
Page 112 Applications Handbook for the Palm III OrganizerEntering a PasswordThe Password field identifies the password you use to log into your serve
Chapter 8 Page 113Adding Telephone SettingsWhen you select the Phone field, your Palm III organizer opens a dialog where you define the telephone numb
Page 6 Applications Handbook for the Palm III OrganizerChoosing Types of Phone NumbersYour Palm III organizer enables you to choose the types of phon
Page 114 Applications Handbook for the Palm III OrganizerEntering a prefixA prefix is a number that you dial before the telephone number to access an
Chapter 8 Page 1152. Enter the code to disable Call Waiting on the Disable call waiting line.Note: Each telephone company assigns a code to disable Ca
Page 116 Applications Handbook for the Palm III OrganizerConnecting to your ServiceAfter you set your Modem and Network Preferences, establishing a c
Chapter 8 Page 117Adding Detailed Information to a Service TemplateIf you are using one of the predefined service templates, you will probably only ne
Page 118 Applications Handbook for the Palm III OrganizerTo set the Idle Timeout:1. Tap the Idle Timeout pick list and select one of the following op
Chapter 8 Page 119To enter a primary and secondary DNS:1. Select the Query DNS check box.2. Tap the space to the left of the first period in the Prima
Page 120 Applications Handbook for the Palm III OrganizerTo enter a permanent IP address:1. Clear the IP Address check box to disable this option and
Chapter 8 Page 1213. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of i
Page 122 Applications Handbook for the Palm III OrganizerDeleting a Service TemplateThere is only one way to delete a service template: use the Delet
Chapter 8 Page 123Options MenuWhen you select the Options menu, its command appears on screen:TCP/IP TroubleshootingIf you are having a problem establ
Chapter 1 Page 7Sorting by Name or CompanyYou can sort the entries in the Address List screen by Company and Last Name, rather than by Last Name and F
Page 124 Applications Handbook for the Palm III OrganizerAdding a DNS NumberIf your ISP or dial-in server requires a DNS number and you did not enter
Chapter 8 Page 125To unlock the Owner Preferences screen:1. Tap the Unlock button in the Owner Preferences screen to open the Unlock Message dialog.2.
Page 126 Applications Handbook for the Palm III Organizer4. Tap the OK button to close the ShortCut Entry dialog and define your ShortCut.Tip: To use
Chapter 9 Page 127Chapter 9SecurityYour Palm III™ connected organizer comes with a Security application so that unauthorized users cannot view the ent
Page 128 Applications Handbook for the Palm III OrganizerAssigning a PasswordYou can assign a password to protect your private entries and to lock yo
Chapter 9 Page 129Hiding Private EntriesYou can hide the entries that you mark as private. If you assign a password, you must enter it to show entries
Page 130 Applications Handbook for the Palm III OrganizerShowing Private EntriesAfter you hide Private entries, you can use the Security application
Chapter 9 Page 131To lock your Palm III organizer with a password:1. Use the HotSync application to synchronize the data between your Palm III organiz
Page 132 Applications Handbook for the Palm III Organizer2. Enter the current password. 3. Tap the OK button to open a dialog that prompts you for a
Chapter 10 Page 133Chapter 10To Do ListThe To Do List is a convenient place to create reminders and prioritize the things that you have to do.With the
Page 8 Applications Handbook for the Palm III Organizer4. Select any of the following settings:Beaming Address Entries to Other 3Com Connected Organi
Page 134 Applications Handbook for the Palm III OrganizerWorking With To Do ItemsA To Do item is a reminder of some task that you have to complete. Y
Chapter 10 Page 135To set a Priority level for a To Do item:1. Tap the Priority number on the left side of the To Do item to open the Priority pick li
Page 136 Applications Handbook for the Palm III OrganizerTo Do Item DetailsThe To Do Item Details dialog enables you to change individual To Do item
Chapter 10 Page 1372. Tap the Due Date that you want to assign the To Do item. The following choices are available:3. Tap the OK button to confirm you
Page 138 Applications Handbook for the Palm III OrganizerTo Do Show OptionsThe Show Options dialog enables you to control the appearance of the To Do
Chapter 10 Page 1393. Tap the OK button to confirm your selections and close the dialog.To Do List Menu CommandsThe To Do List includes menu commands
Page 140 Applications Handbook for the Palm III OrganizerNote: By default your Palm III organizer removes the item from the To Do list, but retains a
Chapter 10 Page 141Options MenuWhen you select the Options menu, its commands appears on screen.FontDisplays the Select Font dialog where you can choo
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Appendix A Page 143Appendix AExpense TemplatesThis appendix provides illustrations of the four expense templates that come with the Palm™ Desktop soft
Chapter 1 Page 9To beam a business card:1. Tap your business card entry to display the Address View screen for that entry.2. Tap the icon to open th
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Appendix A Page 145Sample 3apps.bk : apps.fm5 Page 145 Thursday, June 4, 1998 12:54 PM
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Appendix B Page 147Appendix BCreating a Custom Expense ReportThis section explains how to modify existing Expense application templates, and how to cr
Page 148 Applications Handbook for the Palm III OrganizerCustomizing Existing Sample TemplatesFour sample Expense Report templates come with Palm Des
Appendix B Page 1494. Choose Save As from the File menu to open the Save As dialog.5. Click the Save as type drop-down list and choose Template (*.xlt
Page 150 Applications Handbook for the Palm III OrganizerSectionsA Section is an area of the report that has common formatting. It is common for an E
Appendix B Page 151Perform the following before you begin a custom mapping table: Print a copy of your custom expense report. Activate the Row and Co
Page 152 Applications Handbook for the Palm III Organizer4. Choose Copy from the Edit menu.5. Scroll down to a blank area of the Maptable.xls file (b
Appendix B Page 153You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expen
Page 10 Applications Handbook for the Palm III OrganizerAddress Book Menu CommandsThe Address Book includes menu commands to make it fast and easy to
Page 154 Applications Handbook for the Palm III Organizer11.Define the Dates and Intervals. The dates and intervals between dates appears in the ligh
Appendix B Page 15513.Enter the row or column numbers for the expense types that appear in the Section. These settings appear in the aqua columns (20–
Page 156 Applications Handbook for the Palm III OrganizerUsing Applications Other Than Microsoft ExcelYou can use applications other than Microsoft E
Appendix C Page 157Appendix CNon-ASCII Characters for Login ScriptsThe following information enables you to create custom login scripts that require n
Page 158 Applications Handbook for the Palm III OrganizerLiteral CharactersThe backslash ( \ ) character defines that the next character is transmitt
Index Page 159IndexAAddingAddress Book entries 2Date Book entries 18Expense entries 33To Do items 134Addressmail message 70Address Bookbeaming 8busine
Page 160 Applications Handbook for the Palm III OrganizerCreatingAddress Book entries 2Date Book entries 18Expense entries 33Mail messages 68memos 94
Index Page 161creating item 33currency list 38custom currency 45custom report 147default currency 45details 35features 33item currency 36item date 35m
Page 162 Applications Handbook for the Palm III Organizercustom filter settings 86deleting messages 78desktop configuration 63draft messages 77edit u
Index Page 163password 112phone settings 113preferences 110primary DNS 118secondary DNS 118selecting service 110TCP/IP 110user name 111NewAddress Book
Chapter 1 Page 11Options MenuWhen you select the Options menu, its commands appear on screen.Delete NoteOpens an alert dialog prompting you to confirm
Page 164 Applications Handbook for the Palm III OrganizerPurgedate book events 44deleted messages 79to do items 140RRecordsAddress Book 2beaming 9Dat
Index Page 165UUntimed Events 18, 21User Namefor ISP 111User Profile 59VVendor 37WWeekDate Book view 26apps.bk : apps.IX Page 165 Thursday, June 4,
Page 12 Applications Handbook for the Palm III OrganizerPreferencesOpens the Address Book Preferences dialog. Remember last category. Determines how
Chapter 2 Page 13Chapter 2CalculatorThe Calculator enables you to perform basic calculations. You can also store and retrieve values in the Calculator
Page ii Applications Handbook for the Palm III OrganizerCopyrightCopyright © 1998 3Com Corporation or its subsidiaries. All rights reserved.3Com, the
Page 14 Applications Handbook for the Palm III OrganizerSpecial Calculator ButtonsThe Calculator includes several buttons to help you perform calcula
Chapter 2 Page 15Calculator Menu CommandsThe Calculator supports the Copy and Paste commands. You can use these commands to copy a value from the Calc
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Chapter 3 Page 17Chapter 3Date BookThe Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a tim
Page 18 Applications Handbook for the Palm III OrganizerScheduling an EventAn event can be any kind of activity that you associate with a day. When t
Chapter 3 Page 19Note: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number o
Page 20 Applications Handbook for the Palm III OrganizerTo schedule an event for another day:1. Select the date you want for the event by doing one o
Chapter 3 Page 21To schedule an untimed event: 1. Select the date that you want for the event as described in the previous section, “To schedule an ev
Page 22 Applications Handbook for the Palm III OrganizerRescheduling an EventYou can easily make changes to your schedule with your Palm III organize
Chapter 3 Page 236. Tap the OK button to close the Event Details dialog and return to the Date Book screen.Note: You can set a silent alarm for an unt
Contents Page iiiContentsChapter 1: Address BookGetting Started With Address Book Entries ...2Working With Address B
Page 24 Applications Handbook for the Palm III OrganizerTo schedule a repeating event:1. Tap anywhere on the text of an event in the Date Book screen
Chapter 3 Page 25 If you change other repeat settings (e.g., time, alarm, private) of a repeating event and apply the change to all occurrences, your
Page 26 Applications Handbook for the Palm III OrganizerChanging the Date Book ViewIn addition to displaying the calendar for a specific day, you can
Chapter 3 Page 273. Tap any of your events to show a description of the event.If you want to reschedule an event, tap and drag the event to a differen
Page 28 Applications Handbook for the Palm III OrganizerSpotting Event Conflicts in Week ViewWith the ability to define specific start and end times
Chapter 3 Page 29When the Month View is on the screen, you can use the scroll button on the front panel of the Palm III organizer to move between mont
Page 30 Applications Handbook for the Palm III OrganizerNote: By default your Palm III organizer removes the event from the Date Book, but retains a
Chapter 3 Page 31Options MenuWhen you select the Options menu, its commands appear on screen.FontOpens the Select Font dialog where you can choose a d
Page 32 Applications Handbook for the Palm III Organizer Remind me. Defines how many times the alarm sounds. The choices are: Once, Twice, 3 times,
Chapter 4 Page 33Chapter 4ExpenseThe Expense application enables you to keep track of your expenses and then transfer the information to a spreadsheet
Page iv Applications Handbook for the Palm III OrganizerLooking Up an Address ...70A
Page 34 Applications Handbook for the Palm III OrganizerTo create an expense item:1. Tap the New button in the Expense List to create a new item.Note
Chapter 4 Page 35Changing the Expense Item DateInitially, expense items appear with the date you enter them on your Palm III organizer. You can use th
Page 36 Applications Handbook for the Palm III Organizer3. Select any of the following options:CategoryDefines the category for the Expense item. The
Chapter 4 Page 37Note: You can tap the Lookup button to display the names (and the corresponding companies) of the people in your Address Book. The Lo
Page 38 Applications Handbook for the Palm III OrganizerCustomizing the Currency Pick ListYou can select the currencies and symbols that appear in th
Chapter 4 Page 392. Select any of the following options:3. Tap the OK button to close the Show Options dialog and activate your selections.Transferrin
Page 40 Applications Handbook for the Palm III OrganizerPrinting an Expense ReportPalm Desktop makes it quick and easy to print your Expense data. To
Chapter 4 Page 416. Click the Print button in the Microsoft Excel window to print your expense report.To view your Expense data in a Microsoft Excel s
Page 42 Applications Handbook for the Palm III Organizer3. Click the expense category that you want to use. Tip: You can press Shift+click to select
Chapter 4 Page 43At this point, your Expense data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes and
Contents Page vChapter 10: To Do ListOpening the To Do List ...133Working With To Do
Page 44 Applications Handbook for the Palm III OrganizerExpense Menu CommandsThe Expense application includes menu commands to perform common file an
Chapter 4 Page 45Options MenuWhen you select the Options menu, its commands appear on screen.PreferencesActivates the Preferences dialog, which is use
Page 46 Applications Handbook for the Palm III OrganizerTo define a custom currency symbol:1. Choose Custom Currencies from the Options menu to open
Chapter 5 Page 47Chapter 5HotSync®HotSync® technology enables you to synchronize data between one or more 3Com® connected organizers and the Palm™ Des
Page 48 Applications Handbook for the Palm III OrganizerPerforming a HotSync Operation for the First TimeThe first time you synchronize your data, yo
Chapter 5 Page 49 Tip:The curved edge on the bottom of the Palm III organizer should align smoothly with the cradle when it is inserted pro
Page 50 Applications Handbook for the Palm III Organizer 7. Wait for Palm Desktop to display a message indicating that the process is complete.Conduc
Chapter 5 Page 513. Click the General tab and select one of the following options:Tip: If you’re not sure which option to use, keep the Always availab
Page 52 Applications Handbook for the Palm III Organizer5. Click the Modem tab to display the Modem settings and adjust the following options as need
Chapter 5 Page 536. Click OK to close the Setup dialog.Serial PortIdentifies the port where the modem is located. If you are unsure of the port assign
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Page 54 Applications Handbook for the Palm III OrganizerCustomizing HotSync Application SettingsFor each application you can define a set of options
Chapter 5 Page 556. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application.Note: Changing t
Page 56 Applications Handbook for the Palm III OrganizerPreparing Your Computer for a Modem HotSync OperationThere are a few steps you must perform t
Chapter 5 Page 57Note: If you have Network HotSync software installed on your Palm III organizer, the Remote Setup dialog appears instead. See “Networ
Page 58 Applications Handbook for the Palm III Organizer5. Tap the check boxes to de-select the files and/or applications that you do not want to syn
Chapter 5 Page 59Conducting HotSync Operation via a NetworkWhen you use the Network HotSync software, you can take advantage of the LAN and WAN connec
Page 60 Applications Handbook for the Palm III Organizer5. Enter a name for the Profile and click the OK button to return to the Profiles dialog. 6.
Chapter 5 Page 61Using File LinkThe File Link feature enables you to synchronize the Address Book and Memo Pad information on your Palm III organizer
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Chapter 6 Page 63Chapter 6MailThe Mail application enables you to manage your e-mail while away from your desk. The key to Mail is that it truly synch
Chapter 1 Page 1Chapter 1Address BookThe Address Book enables you to keep names, addresses, phone numbers and other information about your personal or
Page 64 Applications Handbook for the Palm III OrganizerTo set up Mail:1. Click Start on the Windows desktop to open the Start menu.2. Point to Progr
Chapter 6 Page 655. Click one of the following settings:Tip: To turn off mail, select Do Nothing and then select the Set as Default check box.To chang
Page 66 Applications Handbook for the Palm III OrganizerSynchronizing Mail with your E-Mail ApplicationAfter you have enabled and configured Mail, yo
Chapter 6 Page 67Messages appear by default in the abbreviated mode. To switch from the abbreviated mode to the full header mode, see “Displaying Full
Page 68 Applications Handbook for the Palm III OrganizerCreating MessagesYou create messages with your Palm III organizer the same way you create mes
Chapter 6 Page 69Note: Enter the address as if you are entering it from your desktop e-mail application. For example, network users sending a message
Page 70 Applications Handbook for the Palm III Organizer3. Select who you want to receive the reply: only the Sender, All recipients and the sender o
Chapter 6 Page 715. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an ad
Page 72 Applications Handbook for the Palm III OrganizerAdding Message DetailsBefore you send your message, you can attach additional attributes (cal
Chapter 6 Page 732. Tap the Priority pick list and select the priority you want.3. Tap the OK button to confirm your selection and return to the New M
Page 2 Applications Handbook for the Palm III OrganizerGetting Started With Address Book EntriesAn Address Book entry is where you store name and add
Page 74 Applications Handbook for the Palm III OrganizerAdding a Signature to Your MessageAdding a signature to your message is a two-part process: f
Chapter 6 Page 75Requesting ConfirmationsTo receive a confirmation when your message is read:1. Tap the Details button in the New Message screen to op
Page 76 Applications Handbook for the Palm III OrganizerEditing an Unsent MessageYou can edit or make changes to a message that has not yet been sent
Chapter 6 Page 77Draft MessagesThere are times when you may not want to immediately send a message you compose — for example, you may want to add addi
Page 78 Applications Handbook for the Palm III OrganizerFiling a MessageYour Palm III organizer can store any message you receive or create in the Fi
Chapter 6 Page 79Removing a Message From the Deleted FolderYou can reverse the deletion of a message (by removing it from the Deleted folder) as long
Page 80 Applications Handbook for the Palm III OrganizerMessage List OptionsMessage List Options enable you to manage the way the Message List displa
Chapter 6 Page 812. Select the Show Date check box to show the Date Column. 3. Tap OK to close the Show Options dialog and return to the Message List.
Page 82 Applications Handbook for the Palm III OrganizerHotSync OptionsHotSync Options enable you manage your e-mail more effectively by selecting wh
Chapter 6 Page 83Note: The All setting does not mean that all information included in each message downloads to your Palm III organizer. Truncation se
Chapter 1 Page 3Note: Your Palm III organizer automatically capitalizes the first letter of each field (except numeric and e-mail fields). You do not
Page 84 Applications Handbook for the Palm III OrganizerCreating Special FiltersYou can create special filters to control the type of messages that d
Chapter 6 Page 85Ignore Messages ContainingTells your Palm III organizer to exclude the messages that meet the defined criteria and download all other
Page 86 Applications Handbook for the Palm III OrganizerDefining Filter StringsMessages are filtered based on the information contained in their To,
Chapter 6 Page 872. Enter your filter string for the selected header field using commas or spaces to separate the words. Do not add connecting words,
Page 88 Applications Handbook for the Palm III OrganizerHigh-Priority MessagesThe Retrieve All High Priority setting lets you retrieve messages marke
Chapter 6 Page 892. Tap to select the truncation setting you want. The values range from 250 characters to 8000 characters.Tip: If you select a low tr
Page 90 Applications Handbook for the Palm III OrganizerNewDisplays the Create Message screen, where you can create a new e-mail message.Save DraftSa
Chapter 6 Page 91Options MenuWhen you select the Options menu, its menu commands vary depending on whether you are creating or editing a message.FontE
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Chapter 7 Page 93Chapter 7Memo PadThe Memo Pad provides a place to take notes that are not associated with Date Book, Address Book or To Do items.With
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