Chapter | 3Com TRGpro guide

If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates.

Chapter 4

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3Com TRGpro manual Chapter

Contents

Handbook for the TRGpro Handheld Computer Palm Desktop Software CopyrightDisclaimer and Limitation of Liability Contents Chapter Managing Your Applications 143 115 Setting Preferences for Your Handheld Computer Appendix B Warranty and Other Product InformationAppendix a 215Page About This Book Page Getting to know your handheld computer What is a TRGpro handheld computer?Chapter Optional equipment Upgrade informationSystem requirements Minimum requirements Locating front panel controls TRGpro components Using the backlight Protective flip cover Locating back panel components To install the batteries Installing the batteries Tap with the stylus to get things done Tapping and typing Icons Abc Elements of the handheld computer interfaceMenu bar Previous Opening applicationsScroll bar Next To open the menu bar Using menusTo open an application Choosing a menu Graffiti menu commands To display an online tip CommandThree ways to enter data Displaying online tips Graffiti writing Onscreen keyboard To open Memo Pad Importing data Using Palm Desktop software To set the current time Customizing your handheld computerTo open the Preferences screens To set the current date To set the volume levelPalm Desktop software With Palm Desktop software, you can do the following To connect the cradle Connecting the cradleInstalling Palm Desktop software To install Palm Desktop software Using your handheld computer with another PIM Introduction to Your TRGpro Handheld Computer Writing Graffiti characters Using Graffiti writing to enter data To write Graffiti letters Graffiti tips Letter Graffiti alphabet Writing numbers Writing capital letters Writing punctuation marks Graffiti numbers Additional Graffiti punctuation Writing symbols and extended characters Additional non-English characters Writing accented charactersAccent strokes Next Field Address Book only Navigation strokesGraffiti ShortCuts Move cursor right Move cursor left Entry ShortCut To use the onscreen keyboard Using the onscreen keyboardUsing your personal computer keyboard To import data Importing data Chapter Entering Data in Your Handheld Computer Categorizing applications Using the Applications LauncherSwitching between applications Selecting applications To display applications by category Changing the Applications Launcher displayTo categorize an application To change preferences for an application Choosing preferencesTo change the Applications Launcher display To install add-on software on your handheld computer Installing and removing applicationsInstalling add-on applications Chapter Installing games To remove Palm Desktop software Removing applicationsRemoving Palm Desktop software To remove an add-on application CD if you want to synchronize data with another PIM Security, you can do the following Assigning a passwordTo assign a password Security Locking your handheld computer Changing or deleting a passwordTo change or delete your password To delete a forgotten password Recovering from a forgotten passwordTo lock your handheld computer with a password Managing Your Applications Using Your Basic Applications To open Date Book Overview of basic applicationsDate Book Date Book, you can do the following To open Address Book Address BookAddress Book, you can do the following To open To Do List To Do ListTo Do List, you can do the following Calculator, you can do the following Memo PadCalculator Memo Pad, you can do the following To open Expense ExpenseExpense, you can do the following To open Calculator To create a record Common tasksCreating records Editing records Edit menu Entering text Graffiti Help Deleting recordsOther ways to delete records Keyboard To purge records Purging recordsExchanging and updating data HotSync operations To perform a local HotSync operation Performing a HotSync operation for the first time HotSync button Categorizing records Default categories To display a category of records To move a record into a category To rename a category To define a new category Using Your Basic Applications Looking up Address Book records Finding records To use Find Using FindTo look up an Address Book record To use Phone Lookup Using Phone Lookup To add names to an Expense record Phone Lookup tipsLooking up names to add to expense records To sort records in Address Book and Memo Pad Sorting lists of recordsTo sort records in To Do List and Expense Hiding private records Making records private To display private records To hide private records To review or edit a note Attaching notesTo make a record private To attach a note to a record To change the font style Choosing fonts To schedule an event for the current day Application-specific tasksScheduling an event Tap the time of an event To schedule an event for another day To schedule an untimed event To reschedule an event Setting an alarm for an eventTo set an alarm for an event Rescheduling an event To schedule a repeating or continuous event Scheduling repeating or continuous events To cycle through Day, Week, and Month views Changing the Date Book view To display the Week View To display the current time Spotting event conflicts Working in Month View Record menu Options menu Date Book menus, preferences, and display options Chapter Book Preferences To create a new Address Book entry Creating an Address Book entry To select other types of phone numbers in an entry Selecting types of phone numbersNext Field To open the Address Entry Details dialog box Changing Address Entry details Options menus Address Book menusRecord menus Book To create a To Do List item Setting priority To check off a To Do List item Checking off a To Do List itemChanging To Do List item details To set the priority of a To Do List item Setting a due date To Do Show Options Categories To Do List menusShow Due Dates Show Priorities To create a new memo Reviewing memos To review a memo Memo Pad menus Pad To display recent calculations Recent Calculations Calculator Calculator menusAbout To create an Expense item To open the Receipt Details dialog box Changing the date of an Expense itemEntering receipt details To change the date of an Expense item Customizing the Currency pick list To define a custom currency symbol Defining a custom currency symbol Transferring your data to Microsoft Excel Show Options To create or print an expense report Creating or printing an expense report Using expense report templates Chapter Record menu To view your expense data using a Microsoft Excel templateExpense menus Options menu Using Your Basic Applications Communicating Using Your Handheld Computer Mail, you can do the following Setting up Mail on the desktopTo set up Mail To select HotSync options Viewing e-mail items Synchronizing Mail with your e-mail applicationOpening the Mail application on your handheld com- puter To display full header information Displaying full header informationTo open an e-mail item To close an e-mail item Creating e-mail items To create an e-mail item To reply to an e-mail item To look up an e-mail address Looking up an address Adding details to e-mail items To add a BCC field to your e-mail item Setting a prioritySending a blind carbon copy To set a priority for your e-mail item To create a signature Adding a signature to your e-mail item Requesting confirmations Storing e-mail to be sent laterEditing unsent e-mail To retrieve an e-mail item Draft e-mail To file e-mail Filing e-mailTo save an e-mail item as a draft To edit an e-mail item saved as a draft To delete e-mail Deleting e-mailRemoving e-mail from the Deleted folder To remove e-mail from the Filed folder Folders Purging deleted e-mailMessage List options Sorting the Message List Date column All HotSync optionsTo open the HotSync Options dialog box Unread Creating special filtersSend Only Filter Ignoring or receiving e-mail Defining filter strings To retrieve high-priority e-mail items High-priority e-mailTo define a filter string To truncate e-mail items Truncating e-mail items Message menus Mail menus To beam a record, business card, or category of records Beaming informationTo select a business card To receive beamed information Tips on beaming informationTo beam an application Communicating Using Your Handheld Computer To set the HotSync options Selecting HotSync setup options Desktop software When PalmAlways available Available only Speed Serial Port To customize HotSync application settings Customizing HotSync application settings Chapter Preparing your personal computer Conducting a HotSync operation via modem Modem Setup StringPreparing your handheld computer Advanced HotSync Operations Selecting the conduits for a modem HotSync operation To change the Conduit Setup for a modem HotSync operation To perform a modem HotSync operation Connecting to your company’s dial-in serverConducting a HotSync operation via a network Performing a HotSync operation via a modem To prepare your computer for a network HotSync operation To prepare your organizer for a network HotSync operation Conducting a HotSync operation via infrared communication Preparing your personal computer for infrared communication To install a Windows 95 infrared driver To check the ports used for infrared communication To perform an IR HotSync operation Performing an IR HotSync operation To return to cradle HotSync operations Returning to cradle HotSync operations Problem Solution Frequently asked questions about IR HotSync operations Using File Link To create a user profile Creating a user profile To use a profile for the first-time HotSync operation Advanced HotSync Operations Preferences screens, you can do the following Viewing preferences To change the Buttons preferences Buttons preferencesPen preferences Turn Off & Lock To change the Pen preferencesBacklight To change the HotSync buttons preferences Digitizer preferencesHotSync buttons preferences Beam Data Time, date, week start, and numbers formats Country defaultTo set the country default Formats preferences General preferences Auto-off delayTo set the Auto-off delay Volume level and System, Alarm, and Game Sounds System, alarm, and game soundsTo set the system and alarm sounds To unlock the Owner Preferences screen Owner preferencesTo enter the Owner preferences To create a ShortCut ShortCuts preferencesCreating a ShortCut To delete a ShortCut Editing a ShortCutDeleting a ShortCut To edit a ShortCut Connection preferences Creating new configurations Example a connection for remote IR HotSync operations Connection/Network Preferences Examples To create an IrCOMM to Modem connection To prepare the HotSync Manager for a modem HotSync operation To perform the HotSync operation Network preferences and TCP/IP software Selecting a service To enter a user name To select a serviceEntering a user name To enter a password Entering a password To enter your server phone number Adding telephone settingsEntering a prefix To enter a prefix To disable Call WaitingDisabling Call Waiting To use a calling card Using a calling card To duplicate an existing service template Connecting to your serviceCreating additional service templates To add a new service template To select a connection type Adding detailed information to a service templateIdle timeout To set the Idle timeout To enter a primary and secondary DNS Defining primary and secondary DNS To enter a permanent IP address IP addressTo identify dynamic IP addressing Token-based authentication systems Creating a login script Plug-in applications To create a login script Send PasswordDelay Wait For End Command set queryDNSGet IP Prompt To delete a service template Deleting a service template Displaying expanded Service Connection Progress messages Network preferences menu commandsTCP/IP troubleshooting Service menu Options menu To view the Network Log Adding a DNS number CompactFlash CF Cards CompactFlash, CFpro, and CFBackup Recommended CF Cards TRGpro Examples CF Memory Cards, CFpro, and CFBackup Removing a CF Memory Card Inserting and Removing Memory CardsInserting a CF memory card CompactFlash, CFpro, and CFBackup To launch CFpro CFproCFpro menus, preferences, and options CFpro, you can do the following Preferences Tools menu Move to CF Example Copying files using CFproCopy to CF Copy to CF as Chapter CFpro Notes Using a CF Card with your Personal Computer To restore your data CFBackupCFBackup, you can do the following To launch CFBackup Conducting a HotSync operation via CF modem CF Modem Cards Check your connection preferences Inserting a CF modem card Chapter To perform the CF Modem HotSync operation Chapter CompactFlash, CFpro, and CFBackup Caring for your handheld computer Appendix a Battery considerations To perform a soft reset Resetting your handheld computerPerforming a soft reset To restore your data after a hard reset Performing a hard resetTo perform a hard reset Appendix a Maintaining Your Handheld Computer Appendix B Software installation problemsProblem Operating problems Tapping and writing problems Application problems Appendix B HotSync problems Appendix B Frequently Asked Questions Appendix B Beaming problems Password problems To find information about your TRGpro system Technical support Carriage return and line feed Appendix CUse of char Literal characters Warranty and Other Product Information Page Warranty and Other Product Information TRG Products End User Software License Agreement Warranty and Other Product Information Page Canadian RFI Statement FCC Statement Declaration of Conformity Index Index Index Index Index Index Index See also Deleting Index Index