Palm Pilot Handbook Page 1

PalmPilot™Handbook®

page 8 PalmPilot HandbookBattery InstallationTo use the PalmPilot, you must install two (2) AAA alkalinebatteries. The batteries fit behind the batte

page 98 PalmPilot HandbookChapter 7ExpenseThe Expense application enables you to keep track ofyour expenses, and then transfer the information to aspr

Chapter 7: Expense page 99Activating Expense1. Tap the Applications button on the PalmPilotscreen. The Application picker appears, as shownin the fo

page 100 PalmPilot HandbookMenus for Windows 95 or NT 4.0If you are using Windows 3.1x, open the PalmPilot Desktopprogram group, and double-click the

Chapter 7: Expense page 1017. Perform a HotSync operation on your PalmPilot to install theExpense application.At this point, the Expense application

page 102 PalmPilot Handbooktap heretap to selectexpense typeAt this point, your expense item entry is saved. You can changethe expense amount or type

Chapter 7: Expense page 1033. Tap to select the date you want for the expense item.For more information about the features of the Date dialog, refert

page 104 PalmPilot HandbookYou may also choose Edit Categories from the pick list to changethe names of the categories, or create your own new expense

Chapter 7: Expense page 105tap Editcurrencies2. The Select Currencies dialog includes a pick list for each ofthe five types of currency. Tap each pi

page 106 PalmPilot Handbooktap hereenter nameshereThe Attendees screen also includes the Lookup button. Tap thisbutton to display the list of people’

Chapter 7: Expense page 107Note: This setting only applies to expense items that have“Mileage” set as the expense type. The Mileage expense typeena

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 9Important: Do not force the battery door. When the batteries arecorrectly insta

page 108 PalmPilot Handbook Purge. The Purge command is used to conserve memory onyour PalmPilot by deleting expense categories that you nolonger us

Chapter 7: Expense page 109 Default currency. This pick list sets the default currencysymbol displayed in the Expense application. All other

page 110 PalmPilot HandbookIf you want your custom currency symbol to be the default forall Expense entries, choose the symbol in the Preferencesdialo

Chapter 7: Expense page 111To view your Expense data as an expensereport in Microsoft Excel:1. Perform a HotSync operation. This transfers your late

page 112 PalmPilot Handbook5. Click the Options button. The Expense Report Options dialogappears, as shown in the following diagram:enter name and ot

Chapter 7: Expense page 113At this point, your expense data appears in the familiar MicrosoftExcel spreadsheet form. You may enter additional inform

page 114 PalmPilot HandbookPrinting an Expense ReportPalmPilot Desktop makes it quick and easy to print your Expensedata.To print your expense report:

Chapter 7: Expense page 1154. Click the Print button that appears in the Microsoft Excelwindow to print your expense report.

Chapter 9: Installing PalmPilot™ Desktop Software page 117Chapter 8Additional FeaturesYour PalmPilot™ connected organizer containsadditional features

page 10 PalmPilot HandbookThe remainder of this chapter contains general information aboutPalmPilot and the PalmPilot Cradle.Safety TipsYour PalmPilot

page 118 PalmPilot HandbookAs PalmPilot searches for the text, you can tap the Stop buttonat any time. You may want to do this if you have a largenum

Chapter 9: Installing PalmPilot™ Desktop Software page 1192. Tap the Menus button. The menus for your application appearat the top of the screen.3. T

page 120 PalmPilot Handbookwith “Wi,” the full name for “Williams” (and the correspondingphone number) will be inserted. If you have more than onenam

Chapter 9: Installing PalmPilot™ Desktop Software page 121Note: You may also use the stylus to tap the numbers and functionbuttons of the Calculator

page 122 PalmPilot HandbookNote that pressing the Memory Store button has no effect on thecurrent calculation (or series of calculations); it merely p

Chapter 9: Installing PalmPilot™ Desktop Software page 1233. When you have finished reviewing the dialog, tap the OKbutton to close the Recent Calcula

page 124 PalmPilot HandbookDeleting ApplicationsThe Memory application is also used to delete applications thatyou have installed in your PalmPilot.To

Chapter 9: Installing PalmPilot™ Desktop Software page 125until you set the Security application to show them. With apassword set, the password is re

page 126 PalmPilot HandbookHiding Private RecordsYou can hide the records and entries that you have marked asprivate. If you have assigned a password

Chapter 9: Installing PalmPilot™ Desktop Software page 1272. Enter your password.3. Tap the Show button. The Show Private Records dialogcloses. All

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 11 Under normal conditions, PalmPilot organizer’s batteries willprovide several m

page 128 PalmPilot HandbookImportant: If you synchronize the data between your PalmPilotand your desktop computer before deleting a forgotten passwor

Chapter 9: Installing PalmPilot™ Desktop Software page 1292. Tap the Turn Off & Lock Device button. If you have apassword assigned, the System Lo

page 130 PalmPilot HandbookUsing a ShortCutYour PalmPilot includes the following pre-defined GraffitiShortCuts:Entry ShortCutEntry ShortCutDate stamp

Chapter 9: Installing PalmPilot™ Desktop Software page 131If you want to cancel a Short Cut as you are entering one, youshould use the backspace strok

page 132 PalmPilot HandbookTip: You may want to add a space (space character) after thelast word in your ShortCut text. This way, the ShortCut textw

Chapter 9: Installing PalmPilot™ Desktop Software page 1333. Tap the Yes button to delete your ShortCut.Menu CommandsMenu commands for your PalmPilot

page 134 PalmPilot Handbook3. Write the letter character that activates the menu commandyou want to use.Note: The Command mode is active for approxim

Chapter 9: Installing PalmPilot™ Desktop Software page 135Chapter 9Installing PalmPilot™ Desktop SoftwareThis chapter explains how to install the Palm

page 136 PalmPilot Handbook Print your PalmPilot Date Book, Address Book, To Do Listand Memo Pad information on any Windows compatibleprinter.System

Chapter 9: Installing PalmPilot™ Desktop Software page 137Installation PreparationTo ensure a safe and uninterrupted installation of the PalmPilotDesk

page 12 PalmPilot Handbookreset your PalmPilot. Refer to the section entitled “Resettingthe PalmPilot™ Connected Organizer” in Chapter 12: Referencef

page 138 PalmPilot Handbook3. Choose Run from the Start menu. (With Windows 3.1x, chooseRun from the File menu in the Program Manager.) The Rundialo

Chapter 9: Installing PalmPilot™ Desktop Software page 139those programs and continue. Read the warning message inthe window and click the Next butto

Chapter 11: Installing Applications page 141Chapter 10HotSync™ TechnologyThis chapter explains how to synchronize databetween PalmPilot™ Desktop softw

page 142 PalmPilot HandbookHotSync Manager recognizes that a PalmPilot has beensynchronized and doesn’t ask for a user’s name.In the procedure below,

Chapter 11: Installing Applications page 143Serial portNote: If you are unsure about the exact location of the serial porton the desktop computer, re

page 144 PalmPilot HandbookTo use HotSync for the first time:1. If HotSync Manager is not running, launch it.2. If you are using PalmPilot Desktop ver

Chapter 11: Installing Applications page 145HotSync then performs a transfer of data for all five applications:the Date Book, Address Book, To Do List

page 146 PalmPilot Handbook2. From the General tab, select whether you want HotSync to: Always be available (to monitor the communication port forPal

Chapter 11: Installing Applications page 147To customize HotSync operations:1. Choose Custom from the HotSync menu. The Custom dialogappears, as show

Chapter 2: Working with the PalmPilot™ Connected Organizer page 13Chapter 2Working with the PalmPilot™ Connected OrganizerThis chapter explains how to

page 148 PalmPilot Handbook6. Repeat steps #2 through #4 to change conduit behavior forother applications, or for a different user name.7. Click OK.

Chapter 11: Installing Applications page 1494. Assign a name for the Profile, and click the OK button. Repeatsteps #3 and #4 for each Profile that yo

page 150 PalmPilot HandbookConducting a HotSync via ModemHotSync enables you to synchronize the PalmPilot when you areaway from your PC by using a mod

Chapter 11: Installing Applications page 1514. Enter the telephone number to access the modem connectedto your computer.5. If you need a prefix, such

page 152 PalmPilot HandbookConduit SetupThe Conduit Setup feature only applies if you are conducting amodem HotSync, running PalmPilot Desktop v2.0, a

Chapter 11: Installing Applications page 153PalmPilot Desktop Configuration1. Choose Setup from the HotSync menu of PalmPilot Desktopv2.0. (For PalmP

page 154 PalmPilot HandbookPerforming HotSync via a Modem:1. On PalmPilot Desktop, confirm that: Modem is connected and turned on, and HotSync Manag

Chapter 11: Installing Applications page 155Chapter 11Installing Applications on your PalmPilot™Connected OrganizerYour PalmPilot is supplied with the

page 156 PalmPilot Handbook3. Click the Browse button to locate the application that you wantto install on your PalmPilot.For example, to install a ga

Appendixes page 157Chapter 12ReferenceThis chapter includes troubleshooting information, explanations ofpossible error messages, and how to reset your

page 14 PalmPilot HandbookIf necessary, adjust the contrast control located on the side ofthe PalmPilot, so this alignment screen is clear and readabl

page 158 PalmPilot Handbook Make sure batteries are installed properly. Replace the batteries. If PalmPilot still does not operate, try asoft reset

Appendixes page 159Organizer for information about how to write Graffiti characterstrokes. Make the Graffiti® character strokes in the Graffiti writi

page 160 PalmPilot HandbookSecurity TroubleshootingThe following are troubleshooting tips for PalmPilot organizer’ssecurity system. The features of t

Appendixes page 161PalmPilot™ Connected Organizer for information about how touse the settings in the Preferences application.Records seem to be missi

page 162 PalmPilot HandbookRemoving PalmPilot Desktop SoftwareAn application program is provided for the removal of thePalmPilot Desktop software.To r

Appendixes page 163Use any of the buttons or onscreen controls to continue using yourPalmPilot.Hard ResetA hard reset also tells PalmPilot to start ov

page 164 PalmPilot HandbookHelpNotes files are also copied to the PalmPilot Desktop directorywhen you install the PalmPilot Desktop software on your P

Appendixes page 165Accessories and Disk FulfillmentTo order 3.5" diskettes of the PalmPilot Desktop software, oraccessories for your PalmPilot, c

page 166 PalmPilot HandbookUnited Kingdom220 Wharfdale Rd.Winnersh, WokinghamBerkshireRG41 5TP - UK+44 01189 228 0+44 01189 696 666 FAX0800 22 52 52 I

Appendixes page 167Appendix B: Expense TemplatesThis appendix provides illustrations of the four expense templatesthat are provided with PalmPilot™ De

Chapter 2: Working with the PalmPilot™ Connected Organizer page 15Note: If the General Preferences screen does not currently appearon the screen of y

page 168 PalmPilot HandbookSample 2

Appendixes page 169Sample 3

page 170 PalmPilot HandbookSample 4Appendix C: Creating a Custom Expense ReportThis section explains how to modify existing Expense applicationtemplat

Appendixes page 171About Mapping TablesBefore creating or modifying an Expense template, it’s importantto understand the function of PalmPilot™ Deskto

page 172 PalmPilot HandbookCustomizing Existing Sample TemplatesFour sample Expense Report templates are provided withPalmPilot Desktop. If the layou

Appendixes page 173to “Munchies” — and then all items entered on the PalmPilotas “Snack” will be mapped to the cell(s) labeled “Munchies.”Important:

page 174 PalmPilot HandbookDetermining the Layout of the Expense ReportThis section describes the layout considerations for the ExpenseReport, and exp

Appendixes page 175mapping, you create corresponding additional lines to the mappingtable file named Maptable.xls. The procedure for this is explaine

page 176 PalmPilot Handbook Place a copy of your custom Expense Report in the foldernamed “template” (in the PalmPilot Desktop directory).Change the

Appendixes page 177All rows associatedwith Template areselected (highlighted)Select rows here4. Choose Copy from the Edit menu.5. Scroll down to a bla

page 16 PalmPilot Handbook5. Tap the OK button to close the Set Time dialog and return tothe General Preferences screen.At this point, the time you se

page 178 PalmPilot HandbookYou may add or delete rows as necessary so that the totalnumber of rows corresponds to the number of Sections in yourcustom

Appendixes page 179The # of Rows represents the total number of rows in theSection, excluding any header or total rows. In other words,this includes

page 180 PalmPilot HandbookIf the Section will present the data in a list format, enter theword YES. Otherwise, enter the word NO. The followingdiag

Appendixes page 18115. Marking a Section for prepaid expenses (yellowcolumn). If a row in the map table is for prepaid (companypaid) expenses, type a

page 182 PalmPilot Handbook Trips. Shows the number of Expense application categories,and lists each one followed by an “end” statement. Currency.

Appendixes page 1833Com End User Software License Agreement 3Com grants you a nonexclusive license to use theaccompanying software program(s) (the “S

page 184 PalmPilot HandbookModification, reverse engineering, reverse compiling, or disassemblyof the Software is expressly prohibited. However, if y

Appendixes page 185 Allwarranties and limitations of liability applicable to the Software areas stated on the Limited Warranty Card or in the product

page 186 PalmPilot HandbookLimited Warranty Palm Computing, Inc., a subsidiary of 3ComCorporation (collectively, “3Com”), warrants to the originalpurc

Appendixes page 187Customer must contact3Com’s Palm Computing, Inc. Technical Support or CustomerService within the applicable warranty period to obta

Chapter 2: Working with the PalmPilot™ Connected Organizer page 17To set the auto off delay:1. Tap the “Auto-off after” setting.2. A pick list appears

page 188 PalmPilot Handbookrepair or modify, or any other cause beyond the range of theintended use, or by accident, fire, lightning, or other hazards

Appendixes page 189FCC StatementThis device complies with part 15 of the FCC rules.Operation is subject to the following two conditions: (1)This devic

page 190 PalmPilot HandbookCanadian RFI StatementThis Class B digital apparatus meets all requirements of theCanadian Interference-Causing Equipment R

Index page 191IndexAAddress Bookactivating 65address entrydetails 71categories 70creating entry 66deleting entries 75editing entry 68list by company 7

page 192 PalmPilot Handbookmenu commands118recent calculations118using screen 116Capital Letters 29Categories 38address bookentries 70defining new 40e

Index page 193changing tountimed 50choosing date 57conflicts 54date bookscheduling 46deleting 63details 56in week view 53repeat 58setting alarm 57star

page 194 PalmPilot Handbookaccent characters32alphabet 28capital letters 29command 37concepts 25editing shortcut127navigation strokes129numbers 29onli

Index page 195MMemoarranging in list 90creating new 88deleting 93font size 89reviewing memos89scrolling in 90Memo Padactivating 87arranging memos90cre

page 196 PalmPilot HandbookOOn-Line Tips 38On-Screen Keyboard33menu command 37screen options 34Owner Preferences17PPalmPilotapplication buttons2applic

Index page 197troubleshooting151warranty 176writing text 24writing tips 27PalmPilot DesktopcustomizingHotSync 140features 131HotSync conduitsetup 146H

page i i PalmPilot HandbookCopyrightCopyright © 1997 3Com Corporation or its subsidiaries. All rightsreserved. 3Com, the 3Com logo, and Graffiti ar

page 18 PalmPilot HandbookFormat PreferencesThe Format Preferences screen is used to set the format of thedates, times, and numbers displayed by your

page 198 PalmPilot Handbookassigningpassword 120hiding records 121showing records122Private Records 44Profiles 142Punctuation Markswriting 30Purgedate

Index page 199SoftwareInstallation 132StartingApplications 23Stylus 3SystemRequirements132System Sounds 13TTechnical Support157Templatesexpense report

page 200 PalmPilot HandbookVVendor 102WWeekdate book view 52Writingaccent characters32capital letters 29Graffiti ShortCuts124numbers 29on-screenkeyboa

Chapter 2: Working with the PalmPilot™ Connected Organizer page 19To set the country default:1. Tap the country name. The pick list appears, as shown

page 20 PalmPilot HandbookWhen selected, an example of the current date appears underthe Date format selector.3. Tap the Week starts selector, and its

Chapter 2: Working with the PalmPilot™ Connected Organizer page 214. Tap the Modem pick list. The list includes modems that arecompatible with the Pa

page 22 PalmPilot HandbookTo activate the Owner Preferences screen:1. Tap the text that appears in the upper-right corner of thePreferences screen. T

Chapter 2: Working with the PalmPilot™ Connected Organizer page 23To unlock the Owner Preferences screen:1. Tap the Unlock button. The Unlock Message

page 24 PalmPilot HandbookIf you assign a different application to a button, you can still accessand use the original application by using the Applica

Chapter 2: Working with the PalmPilot™ Connected Organizer page 25The following Pen preferences settings areavailable: Backlight. This setting will

page 26 PalmPilot Handbookmeans the Cradle and optional PalmPilot Modem performtheir normal HotSync functions.Any changes that you make in the HotSync

Chapter 2: Working with the PalmPilot™ Connected Organizer page 27To access the Application picker:Tap the Applications button on the PalmPilotscreen.

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 1ContentsChapter 1 — The PalmPilot™ Connected Organizer and its Controls...1Fro

page 28 PalmPilot HandbookUsing the Stylus to Write TextYour PalmPilot includes Graffiti handwriting software as theprimary system for entering text a

Chapter 2: Working with the PalmPilot™ Connected Organizer page 29Writing Letters with GraffitiAny character you can type on a standard keyboard can b

page 30 PalmPilot HandbookWrite letters hereWrite numbers hereDivision marksTo write letters of the alphabet with Graffiti:1. Tap on the screen to s

Chapter 2: Working with the PalmPilot™ Connected Organizer page 31That’s all there is to it! When you lift the stylus from the screen,your PalmPilot

page 32 PalmPilot HandbookThe Graffiti Alphabet Letter Strokes Letter StrokesA NB O C P D QE R F SG TH UI V J WK X L Y M ZSpa

Chapter 2: Working with the PalmPilot™ Connected Organizer page 33Writing Capital Letters with GraffitiYou make capital letters with the same stroke s

page 34 PalmPilot HandbookGraffiti NumbersNumber Strokes Number Strokes0 5 1 62 73 8 4 9Writing Punctuation Marks with GraffitiGraffiti can

Chapter 2: Working with the PalmPilot™ Connected Organizer page 35Question?Slash/Exclamation!Dollar$Note: When punctuation shift is activated, you ca

page 36 PalmPilot Handbook•‘+_x÷=¢¥£¿¡™®©’“” §˚µßØ∫Writing Accented CharactersTo create accented characters, draw the stroke normally used tocreate th

Chapter 2: Working with the PalmPilot™ Connected Organizer page 37Additional Non-English CharactersYou can write the following characters in the lower

page 2 PalmPilot HandbookChapter 4 — Address Book...65Activating the Address

page 38 PalmPilot HandbookTap here for numbers keyboardTap here for letters keyboard3. The Alpha on-screen keyboard resembles a computerkeyboard, wi

Chapter 2: Working with the PalmPilot™ Connected Organizer page 39drag totopon-screenkeyboardNote: The full-screen pen stroke can be reassigned to pe

page 40 PalmPilot HandbookUsing MenusMenus are a special set of commands that are available in most ofyour PalmPilot applications (Memo Pad, Date Book

Chapter 2: Working with the PalmPilot™ Connected Organizer page 41The menus, and menu commands that are available depend on theapplication that is cur

page 42 PalmPilot Handbookbeen copied can be pasted into another area of the PalmPilotapplication, or into a different PalmPilot application. Paste.

Chapter 2: Working with the PalmPilot™ Connected Organizer page 43tap here2. When you are through reviewing the information in the on-linetips dialog,

page 44 PalmPilot Handbook3. Tap the currently assigned category (“Unfiled” for newrecords). The Category pick list appears, as shown in thefollowing

Chapter 2: Working with the PalmPilot™ Connected Organizer page 45Repeat the previous procedure, and tap All in the Category pick listto restore the l

page 46 PalmPilot Handbook2. Tap the Edit Categories item. The Edit Categories dialogappears on the screen, as shown in the following diagram:3. Tap

Chapter 2: Working with the PalmPilot™ Connected Organizer page 472. Tap the Edit Categories item. The Edit Categories dialogappears on the screen, a

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 3Chapter 9 — Installing PalmPilot™ Desktop Software...131Ab

page 48 PalmPilot Handbookyou want to write, and can be up to several thousand characterslong. For example, if you have scheduled an appointment in t

Chapter 2: Working with the PalmPilot™ Connected Organizer page 497. To review or edit the contents of the note associated with anitem, tap the small

Chapter 7: Expense page 51Chapter 3Date BookThe Date Book enables you to quickly and easilyschedule appointments, or any kind of activity associatedw

page 52 PalmPilot HandbookDate Book buttonNote: When working with the Date Book, you can immediatelychange to any other application (Address Book, et

Chapter 7: Expense page 53To schedule an event for the current day:1. Tap the time line that corresponds to your event, as shown inthe following diag

page 54 PalmPilot Handbooktap the timeof an event2. The Start Time of the event is highlighted in the Set Timedialog. Tap the columns of times that a

Chapter 7: Expense page 55To schedule an untimed event:1. In the Date Book screen, choose the date that you want for theevent.2. Tap new. The Set Ti

page 56 PalmPilot HandbookChanging an Event to an Untimed EventIf you create an event and decide later that there is no particularstart or end time, y

Chapter 7: Expense page 57 Tap the Day, Week, or Month view buttons at the lower-left ofthe Date Book screen, as shown in the following diagram:Day

page 4 PalmPilot HandbookChapter 1The PalmPilot™ Connected Organizer and its ControlsCongratulations on your purchase of the PalmPilotconnected organi

page 58 PalmPilot Handbook2. The Go To Date dialog offers a variety of controls to select theyear, month, and day for your events, as shown in thefoll

Chapter 7: Expense page 59the range of times that are displayed, and untimed events asshown in the following diagram:Tap for previous week Tap for ne

page 60 PalmPilot Handbooksettings. If you have an event before or after this timespan, a bar appears at the top or bottom of the columnthat correspo

Chapter 7: Expense page 61Month ViewThe Month view screen shows which days have events scheduled.Dots and lines in the Month view indicate events, re

page 62 PalmPilot HandbookEvent DetailsThe Date Book provides a variety of options that you can associatewith an event. The available options appear

Chapter 7: Expense page 63DateThe Date setting enables you to change the date associated withthe event.To change the Date setting:1. With the Event D

page 64 PalmPilot Handbookdescriptive message will appear on the screen of the PalmPilot, asshown in the following diagram:Note: You can set a silent

Chapter 7: Expense page 65tap the Repeat box4. Tap Day, Week, Month, or Year at the top of the ChangeRepeat dialog. The dialog will show the options

page 66 PalmPilot Handbook If you change the date of an occurrence of a repeating event(e.g. from January 14th to January 15th) and apply the changet

Chapter 7: Expense page 67use the Delete Event command. If you tap the OK button, theevent is deleted from the memory of your PalmPilot. If you tap

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 5 PalmPilot screen. The PalmPilot screen displays theinformation stored in your

page 68 PalmPilot Handbook Preferences. The Preferences command enables you to setthe range of times that appear in the Date Book, and whetherAlarms

Chapter 7: Expense page 69Deleting an EventThere are three ways to delete an event that you have created inthe Date Book application: simply delete t

page 70 PalmPilot HandbookChapter 4Address BookThe Address Book enables you to keep records ofnames, addresses, phone numbers and other informationabo

Chapter 7: Expense page 71Note: When working with the Address Book, you can immediatelychange to any other application (Date Book, etc.) of yourPalm

page 72 PalmPilot Handbook2. The Address Edit screen appears. A cursor is displayed at theLast Name field of your new Address Book Entry,representing

Chapter 7: Expense page 73Repeat the previous procedure any time you want to create a newAddress Book Entry.Tip: You can create an Address Book entr

page 74 PalmPilot HandbookTo choose other types of phone numbers in anAddress Book entry:1. In the Address Book, display the Address Edit screen for y

Chapter 7: Expense page 75Look Up lineThe Look Up feature scrolls to the first entry in the list thatbegins with that letter. If you write an additi

page 76 PalmPilot Handbook4. In the Address Category pick list, tap to select the categorythat you want to assign to the Address Book entry.Names or C

Chapter 7: Expense page 77To activate the Address Entry Details dialog:1. In the Address List view, tap any Address Book entry. TheAddress View scre

page 6 PalmPilot HandbookNote: If your PalmPilot is currently turned off, pressing any ofthe application buttons will activate PalmPilot, andimmediate

page 78 PalmPilot Handbook3. Tap the OK button to confirm your selection, and close theAddress Details dialog.Note: The Show in List setting that you

Chapter 7: Expense page 79 Attach Note. The Attach Note command opens the AddressBook Note dialog, where you can create a Note that will beattached

page 80 PalmPilot Handbook Rename Custom Fields. Each Address Book entry containsfour “custom fields” that you can rename, as shown in thefollowing

Chapter 7: Expense page 81Chapter 5To Do ListThe To Do List is designed as a convenient locationwhere you can create reminders, and prioritize thethi

page 82 PalmPilot HandbookTo Do List buttonNote: When working with the To Do List, you can immediatelychange to any other application (Address Book,

Chapter 7: Expense page 833. Tap anywhere on the screen to de-select the To Do item.Repeat the previous procedure any time you want to create a newTo

page 84 PalmPilot HandbookTo check off a To Do item: Tap the To Do item check box that appears at the far left of theTo Do item, as shown in the foll

Chapter 7: Expense page 85Choosing a To Do CategoryCategories are used to file individual To Do items into groups foreasy review. You can assign and

page 86 PalmPilot Handbook3. Tap the OK button to confirm your selection, and close the ToDo Details dialog.Note: If you have the Show Due Dates opti

Chapter 7: Expense page 87 Show Completed Items. This setting causes the To Doapplication to show the To Do items that you have completed.If this s

Chapter 1: The PalmPilot™ Connected Organizer and its Controls page 7Back Panel Doors, Buttons and ConnectionsMemory doorReset buttonBattery doorSeria

page 88 PalmPilot Handbook Delete Item. The Delete Item command displays an alertdialog, prompting you to confirm that you want to delete thecurrent

Chapter 7: Expense page 89Options MenuWhen you select the Options menu, its menu command appears onscreen as shown in the following diagram: Phone L

page 90 PalmPilot HandbookChapter 6Memo PadThe Memo Pad provides a place to take notes that arenot associated with Date Book, Address Book, or To Doit

Chapter 7: Expense page 91Note: When working with the Memo Pad, you can immediatelychange to any other application (Address Book, etc.) of yourPalmP

page 92 PalmPilot HandbookEach time you create a new memo, the first line of text from thememo page appears in the Memo List. This makes it easy tolo

Chapter 7: Expense page 93Tap the Font button again to revert to the normal size font in thememo. The font size that you select will be used when vi

page 94 PalmPilot HandbookTo activate the Memo Preferences dialog:1. In the Memo List view, tap the Menus button, and then tapPreferences in the Optio

Chapter 7: Expense page 95Choosing a Memo CategoryCategories are used to file individual memos items into groups foreasy review. You can assign and

page 96 PalmPilot HandbookOptions MenuWhen you select the Options menu, its menu commands appear onscreen as shown in the following diagram: Go to to

Chapter 7: Expense page 973. Tap the Delete button. The Delete Memo alert appears.4. Tap the OK button to confirm that you want to delete thecurrent