Instrukcja obsługi Sony PEGN760C PDA
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© 2001 Sony Corporation
Operating
Instructions
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Personal Entertainment Organizer
PEG-N760C
Basic operations of your
Sony CLIÉ Handheld
Using basic applications
Exchanging and updating
data using a HotSync®
operation
Communicating using
your Sony CLIÉ Handheld
Customizing your Sony
CLIÉ Handheld
(Preferences)
Additional information
2
Continued on next page
Chapter 1
Basic operations of your Sony CLIÉ
Handheld
Turning your Sony CLIÉ Handheld
on and off .............................................. 7
Using the stylus...................................... 8
Using the Jog Dial™ navigator............ 10
Entering data into your Sony CLIÉ
Handheld .............................................. 11
Using Graffiti® writing to enter data ..... 11
Using the onscreen keyboard ................ 20
Using your computer keyboard .............. 22
Changing the frontlight level .............. 23
Resetting your Sony CLIÉ Handheld..... 24
Performing a soft reset .......................... 24
Performing a hard reset ......................... 25
Chapter 2
Using basic applications
Managing schedules and events
(Date Book) ................................. 27
Scheduling an event .............................. 27
Checking schedules ............................... 34
Editing Date Book events ...................... 40
Using the Date Book menus .................. 45
Managing addresses and phone
numbers (Address Book) ............. 47
Creating a new Address Book entry ...... 47
Viewing Address Book entries ............... 49
Editing Address Book entries ................. 53
Using the Address Book menus ............. 59
Managing tasks and things to do
(To Do List) .................................. 61
Creating To Do List items ...................... 61
Viewing To Do List items ....................... 62
Checking off a To Do List item ............... 63
Working with To Do List ........................ 64
Using the To Do List menus ................... 68
Creating memos (Memo Pad) ...... 69
Creating a new memo ........................... 69
Reviewing memos ................................. 71
Editing memos ....................................... 74
Using the Memo Pad menus.................. 76
Managing expenses (Expense) ...... 77
Recording a new Expense item .............. 77
Editing Expense items............................ 79
Using the Expense menus ...................... 86
Using Calculator (Calc) .................. 87
Calculating with Calculator ................... 87
Using the Calculator buttons ................. 88
Using the Calculator menus................... 88
Performing common tasks ................... 89
Using the Application Launcher ............. 89
Categorizing records .............................. 93
Finding records ...................................... 96
Protecting your data (Security) ............ 100
Attaching notes ................................... 106
Purging records ................................... 107
Using the Edit menu ............................ 108
Choosing fonts .................................... 109
Table of contents
3
Table of contents
Continued on next page
Chapter 3
Exchanging and updating data
using a HotSync® operation
What is a HotSync® operation? ......... 111
Performing a local HotSync®
operation with the cradle .................. 112
Using the Palm™ Desktop for CLIÉ
software ............................................. 114
Starting the Palm Desktop for CLIÉ
software .............................................. 114
Basic operations of the Palm
Desktop for CLIÉ software ................... 114
Locating the Palm Desktop for CLIÉ
components ......................................... 115
Advanced HotSync® operations ........ 116
Setting the HotSync® setup options .... 116
Customizing HotSync application
settings (Conduit) ................................ 118
Conducting an IR HotSync operation ... 120
Conducting a HotSync operation
via modem........................................... 123
Conducting a HotSync operation
via a network....................................... 129
Importing data from a Windows
application........................................... 134
Synchronizing with external data
(File Link) ............................................. 136
Chapter 4
Communicating using your Sony CLIÉ
Handheld
Beaming between your Sony CLIÉ
Handheld and another Palm OS
®
PDA ..
138
What you can do with beaming ........... 138
Beaming information ........................... 139
Receiving beamed information ............ 140
Tips on beaming information ............... 140
Using Memory Stick® media .............. 141
What is Memory Stick® media? .......... 141
Inserting and removing Memory
Stick media .......................................... 142
Protecting the data in Memory
Stick media .......................................... 144
Starting an application in Memory
Stick media .......................................... 145
Starting an application automatically
when Memory Stick media is
inserted ............................................... 145
Viewing information of the inserted
Memory Stick media (Card Info) .......... 146
Formatting Memory Stick media.......... 147
Exchanging data via
Memory Stick® media........................ 149
Starting Memory Stick Gate
(MS Gate) ............................................ 149
Creating the default folder in
Memory Stick media ............................ 152
Copying your CLIÉ handheld data
to Memory Stick media ........................ 153
Copying data in Memory Stick
media to your CLIÉ handheld............... 155
Deleting data in Memory Stick media .. 158
Using the MS Gate menus ................... 160
How to read the online manual ........... 161
Installing applications to/from
Memory Stick® media without
using MS Gate ..................................... 162
4
Table of contents
Chapter 5
Customizing your Sony CLIÉ Handheld
(Preferences)
What you can do with
Preferences ................................ 165
Changing the Buttons preferences .... 167
Assigning applications to buttons ....... 167
Changing the full-screen pen stroke
activities .............................................. 168
Assigning applications to HotSync®
buttons ................................................ 169
Changing the Jog Dial™ navigator
preferences ........................................ 170
Setting the display format of the
time, date, and numbers (Formats) ... 171
Selecting a country default .................. 171
Selecting the time, date, and
numbers formats ................................. 172
Setting the Date & Time preferences ..
173
Setting the date ................................... 173
Setting the time ................................... 174
Setting the time zone and daylight
saving time .......................................... 175
Setting the General preferences........ 176
Setting the automatic shut-off time ..... 176
Setting sounds ..................................... 177
Turning on or off the Beam Receive
feature ................................................. 178
Entering owner information .............. 179
Creating Graffiti® ShortCuts ............. 180
Changing the Network preferences ... 182
Selecting a service ............................... 182
Entering a user name........................... 183
Entering a password ............................ 183
Selecting a connection ......................... 184
Adding telephone settings ................... 184
Creating additional service templates . 185
Adding detailed information to a
service template .................................. 187
Creating log in scripts .......................... 188
Using the Network preferences menus..
191
Setting the High Resolution Assist
function .............................................. 192
Chapter 6
Additional information
Backing up data of your Sony CLIÉ
Handheld ............................................ 194
Backing up data to your computer
through HotSync operation.................. 194
Backing up all CLIÉ data to a Memory
Stick media (using MS Backup) .......... 195
Backing up CLIÉ data to a Memory
Stick media using MS Gate .................. 197
Using data of another
Sony CLIÉ Handheld ........................... 199
Using the Palm Desktop for CLIÉ
software to transfer data ..................... 199
Using Memory Stick media to
transfer data ........................................ 201
Performing HotSync between your
old CLIÉ handheld and the new Palm
Desktop for CLIÉ software ................... 203
Precautions ........................................ 204
Notes on use ....................................... 204
Battery considerations ......................... 205
Troubleshooting – Frequently Asked
Questions ........................................... 207
Getting Help....................................... 221
Specifications ..................................... 222
Limited Warranty Statement ............. 223
Index .................................................. 227
5
About this manual
Welcome to the Sony Personal Entertainment Organizer (referred to as the
“CLIÉ handheld” in this manual).
Your CLIÉ handheld comes with three manuals:
Read This First
Read This First gives an overview of your CLIÉ handheld’s features,
hardware and software setup, installation instructions, and other important
details. Before reading the rest of the manuals, read the Read This First
manual.
Operating Instructions (this manual)
This manual describes all you need to know about how to use your CLIÉ
handheld and the Personal Information Management applications that come
with it.
The manual shows you how to:
■Turn your CLIÉ handheld on and off, reset your CLIÉ handheld, and
enter data, explained in greater detail (Chapter 1)
■Use Personal Information Management applications: Date Book,
Address Book, To Do List, Memo Pad, Expense, and Calculator
(Chapter 2)
■Perform a HotSync® operation with your computer (Chapter 3)
■Exchange data with another handheld by beaming or via Memory Stick®
media (Chapter 4)
■Personalize your CLIÉ handheld with your own preferences settings
(Chapter 5)
■Maintain your CLIÉ handheld and work with the Troubleshooting
section and other technical information (Chapter6)
Add-on Application Guide
The Add-on Application Guide describes how to install and use the supplied
add-on applications which include:
■Audio Player/OpenMG Jukebox/RealJukebox
■PictureGear Pocket/Photo Stand/PictureGear 4.4Lite
■gMovie
■MS Autorun
■MS Import/Export
Chapter 1
Basic operations of your Sony CLIÉ Handheld
This chapter explains how to turn on and off your CLIÉ handheld, enter data, and
perform other basic operations.
Contents
Turning your Sony CLIÉ Handheld on and off .............................. 7
Using the stylus ........................................................................... 8
Using the Jog Dial™ navigator ................................................. 10
Entering data into your Sony CLIÉ Handheld ............................. 11
Using Graffiti® writing to enter data .................................... 11
Using the onscreen keyboard ............................................... 20
Using your computer keyboard ............................................ 22
Changing the frontlight level .................................................... 23
Resetting your Sony CLIÉ Handheld .......................................... 24
Performing a soft reset ........................................................ 24
Performing a hard reset ....................................................... 25
Chapter1 Basic operations of your Sony CLIÉ Handheld 7
Turning your Sony CLIÉ Handheld on and off
Turning on your CLIÉ handheld
Press the POWER button.
Your CLIÉ handheld is turned on, and the last screen you viewed is
displayed.
When you turn on your CLIÉ handheld for the first time, the Setup screen
appears.
Note
If the power is not turned on, make sure that the HOLD switch is not in the protect
position.
Tip
You can set to turn on/off the power with the BACK button. For details, see
page 170.
Turning off your CLIÉ handheld
Press the POWER button again.
The power is turned off. You do not have to save data, quit an application
or perform any of the other shutdown procedures that your computer
requires.
Note
If you press the POWER button and hold it down for two seconds or longer, you can
turn the frontlight on the screen on or off.
Press the POWER button.
BACK button
HOLD switch
Chapter1 Basic operations of your Sony CLIÉ Handheld 8
Using the stylus
With your CLIÉ handheld, you can use the supplied stylus to enter
characters or specify an application you want to run.
Taking out the stylus
The stylus is stored in the holder on the back panel of your CLIÉ handheld.
Pull it out when using your CLIÉ handheld.
To avoid losing the stylus, always put it back into its holder on your CLIÉ
handheld after use.
Tapping
When you enter characters on the onscreen keyboard of your CLIÉ
handheld, open an application, or select an item, press lightly on the desired
button or icon with the stylus.
This action is called “tapping.“
Take out the stylus.
Press lightly (tap) on the screen
Chapter1 Basic operations of your Sony CLIÉ Handheld 9
Using the stylus
Dragging
Just as you can drag the mouse to select (and drag) text or move objects on
your computer, you can also use the stylus to drag an item on the screen of
your CLIÉ handheld. Press the stylus lightly on the item and move it along
the screen surface.
Examples of dragging:
To display data above or below the current viewing area on the screen, use
the stylus to drag the slider of any scroll bar.
To select multiple characters or items together, use the stylus to drag along
the desired characters or items.
On full-screen dragging
By default, full-screen dragging from the bottom of the writing area to the
top of the screen displays the Graffiti® Help on the screen. You can assign
the full-screen dragging to another activity. See page 168 for details.
Touch the desired item on the screen
with the stylus and move it along the
screen surface (drag).
Chapter1 Basic operations of your Sony CLIÉ Handheld 10
Using the Jog Dial™ navigator
Your CLIÉ handheld is equipped with a Jog Dial™
navigator, which allows you to perform all major
operations without the stylus. You can operate your
CLIÉ handheld using the Jog Dial navigator with just
one hand.
The icon of any application that supports Jog Dial
navigator operations is marked with the Jog Dial
navigator mark.
For other applications, you can also use the JogAssist function to enable Jog
Dial navigator operations. For details, see “Changing the Jog Dial™
navigator preferences” on page 170.
Rotating the Jog Dial navigator
Rotate the Jog Dial navigator to select various items
in succession or to select an application to start.
The operations you can perform by rotating the Jog
Dial navigator differ depending on the application
you are using. For details, refer to the instructions for
each application.
Pressing the Jog Dial navigator
Press the Jog Dial navigator to highlight the item
selected by rotating the Jog Dial navigator, or to run
the selected application.
The operations you can do by pressing the Jog Dial
navigator differ depending on the application you
are using. For details, refer to the instructions for
each application.
Rotating while holding down the Jog Dial navigator
Some applications support operations executed by rotating and pressing the
Jog Dial navigator. For details, refer to the instructions for each application.
mark
Chapter1 Basic operations of your Sony CLIÉ Handheld 11
Entering data into your Sony CLIÉ Handheld
Using Graffiti® writing to enter data
This section explains the procedures for creating letters, numbers,
punctuation, and symbols, as well as teaching you some Graffiti® tips and
tricks.
What is Graffiti writing?
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can type on a
standard keyboard. The Graffiti strokes closely resemble the upper case
letters of the regular alphabet, which makes Graffiti writing easy to learn.
There are four basic concepts for success with Graffiti writing:
•If you draw the character shape exactly as shown in the tables later in this
chapter (like the shapes shown in the following diagram), you can achieve
100% accuracy.
•The heavy dot on each shape shows where to begin the stroke. Certain
characters have similar shapes, but different beginning and end points.
Always begin the stroke at the heavy dot (you should not create the heavy
dot; it is only there to show you where to begin the stroke).
•Most characters require only a single stroke. When you lift the stylus from
the Graffiti writing area, your CLIÉ handheld recognizes and displays the
text character immediately.
To allow you to write an entire character with a single stroke, some
Graffiti strokes are portions of the regular alphabet equivalents.
•The Graffiti writing area is divided into two parts: one for writing the
letters of the alphabet and one for writing numbers. The small marks at
the top and bottom of the Graffiti writing area separate the two areas.
Graffiti writing examples:
A, B, C, D, and E
Division marks
Write letters here Write numbers here
Chapter1 Basic operations of your Sony CLIÉ Handheld 12
Entering data into your Sony CLIÉ Handheld
Writing Graffiti letters
1Tap where you want your text to go.
Note
You need to tap above the Graffiti writing area, and you must see a flashing cursor
before you write the text.
2Use the tables on the following pages to find the stroke
shape for the letter you want to create. For example, the
stroke shown below creates the letter "n".
Note
There are two different stroke shapes available for some letters. For these letters,
choose the one that's easiest for you.
As you will see later, you use the same shape to create both the upper
case and lower case version of a letter.
3Position the stylus in the left-hand side of the Graffiti writing
area.
4Start your stroke at the heavy dot and draw the stroke shape
as it appears in the tables.
5Lift the stylus from the screen at the end of the stroke shape.
That is all there is to it. When you lift the stylus from the screen, your
CLIÉ handheld recognizes your stroke immediately and prints the letter
at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke for
the next character you want to write.
Lift stylus here
Start stroke at heavy dot
Position the stylus
Continued on next page
Chapter1 Basic operations of your Sony CLIÉ Handheld 13
Entering data into your Sony CLIÉ Handheld
Note
You must begin the character strokes in the Graffiti writing area. If you do not
make Graffiti strokes in the Graffiti writing area, your CLIÉ handheld does not
recognize them as text characters.
Tips
•Accuracy improves when you write large characters. You should draw strokes that
nearly fill the Graffiti writing area.
•To delete characters, simply set the insertion point to the right of the character you
want to delete and make the backspace stroke (a line from right to left) in the Graffiti
writing area.
•Write at natural speed. Writing too slowly can generate recognition errors.
•Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti
writing area.
•Press firmly.
To display the Graffiti onscreen help
Drag the stylus from the bottom of the writing area to the top of the screen. Graffiti
Help opens a series of screens that show the complete Graffiti character set.
Chapter1 Basic operations of your Sony CLIÉ Handheld 14
Entering data into your Sony CLIÉ Handheld
Writing Graffiti alphabet
Draw Graffiti letters according to the following alphabet in the left-hand
side of the Graffiti writing area.
A N
B O
C P
D Q
E R
F S
G T
H U
I V
J W
K X
L Y
M Z
Space BackSpace
Carriage Return Period Tap twice
Chapter1 Basic operations of your Sony CLIÉ Handheld 15
Entering data into your Sony CLIÉ Handheld
To write capital letters
Shift to caps and then you can make capital letters with the same stroke
shapes as the basic alphabet characters.
•To draw the first letter of a word as a capital letter
Use the Caps Shift stroke .
To return to the lower case, use the Backspace stroke .
Note
When you create a new sentence or a new record (by tapping New or a blank line),
the first letter is automatically capitalized.
•To enter only capital letters (Caps Lock)
Use the Caps Lock stroke .
To return to the lower case, use the Caps Shift stroke .
Writing numbers
Write the following numbers on the right-hand side (numbers side) of the
Graffiti writing area.
0 5
1 6
2 7
3 8
4 9
Caps Shift
Caps Lock
Chapter1 Basic operations of your Sony CLIÉ Handheld 16
Entering data into your Sony CLIÉ Handheld
Writing punctuation marks
Make a single tap on the Graffiti writing area to activate Punctuation Shift.
The next stroke you make anywhere in the Graffiti area (the letters or
numbers side) creates a punctuation mark.
(.) Period (—) Dash
(,) Comma ( ( ) Left Paren
(‘) Apostrophe ( ) ) Right Paren
(?) Question (/) Slash
(!) Exclamation ($) Dollar
(@) At (\) Back slash
(#) Number ({) Left brace
(%) Percent (}) Right brace
(^) Circumflex ([) Left square bracket
(&) Ampersand (]) Right square bracket
(*) Asterisk (-) Swung dash
(<) Left angle bracket
(\) Grave accent
(>) Right angle bracket
(;) Semicolon
(_) Under bar (:) Colon
(“) Ditto Tab
Punctuation Shift
Chapter1 Basic operations of your Sony CLIÉ Handheld 17
Entering data into your Sony CLIÉ Handheld
Symbol Shift
Writing symbols and extended characters
Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol
Shift. The next stroke you make creates a symbol or extended character.
(•) Bullet x
(™) Trademark ÷
(®) Registered =
(©) Copyrighted (¢) Cent
(‘) Left single quotation
(¥) Yen
(’) Right single quotation
(£) Pound
(“) Left double quotation
(
) Euro
(”) Right double quotation
¿
(§) Section ¡
(º) Degree ß
+ µ
± ƒ
ø
Chapter1 Basic operations of your Sony CLIÉ Handheld 18
Entering data into your Sony CLIÉ Handheld
Writing accented characters and non-English characters
To create accented characters, draw the stroke normally used to create the
letter, followed by an accent stroke. Graffiti writing then adds the accent to
the letter.
To enter “é,” for example, draw and then .
à è ì ò ù á é í ó ú ´y
â ê î ô û ã õ ñ
ä ï ö ü ÿ å
To write non-English characters
You can write the following characters without any special punctuation or
shifting:
ç æ
Note
You must write these non-English characters on the left side of the Graffiti writing area.
Chapter1 Basic operations of your Sony CLIÉ Handheld 19
Entering data into your Sony CLIÉ handheld
Using Navigation strokes
In addition to character symbols, Graffiti writing includes special strokes
that you can use to navigate within text or fields in your applications.
Move cursor right
Move cursor left
Go to the previous field (Address Book only)
Go to the next field (Address Book only)
Open Address Record (Address Book only)
Using Graffiti ShortCuts
Graffiti ShortCuts, similar to the glossary or autotext features of some word
processors, allow you to enter commonly used words or phrases quickly and
easily. In addition to the following predefined ShortCuts, you can create
your own ShortCuts for your name or the header of a memo (page 180).
Each ShortCut can represent up to 45 characters.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol
appears at the insertion point to show that you are in ShortCut mode.
When you enter and dts ( , , and ), you can enter date and time
stamps.
Date stamp ds Breakfast br
Time stamp ts Lunch lu
Date/time stamps dts Dinner di
Meeting me
Chapter1 Basic operations of your Sony CLIÉ Handheld 20
Entering data into your Sony CLIÉ Handheld
Using the onscreen keyboard
You can open the onscreen keyboard any time you need to enter text or
numbers into your CLIÉ handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
1Open any application (such as Memo Pad).
2Tap any record, or tap New.
3Tap "a" to open the alphabetic keyboard, or tap "1" to open
the numeric keyboard.
The selected keyboard is displayed.
Tap here for the numeric keyboard
Tap here for the alphabetic keyboard
Continued on next page
Chapter1 Basic operations of your Sony CLIÉ Handheld 21
Entering data into your Sony CLIÉ Handheld
4Select the desired keyboard and tap the characters to enter
text and numbers.
You can use the onscreen keyboard in the same way as in the keyboard of
your computer. To enter capital letter, tap cap and then tap the character
button. To delete a character, tap B.
5After you finish, tap Done to close the onscreen keyboard
and place the text in the record.
Tab
Caps shift
Caps lock
Backspace
Tap here to display alphabetic keyboard
Tap here to display international
keyboard
Tap here to display numeric
keyboard
Carriage return
Alphabetic
Numeric International
Chapter1 Basic operations of your Sony CLIÉ Handheld 22
Entering data into your Sony CLIÉ Handheld
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 for CLIÉ software or any other supported
personal information manager (PIM), such as Microsoft Outlook®, to enter
information. You can then perform a HotSync® operation to synchronize the
information on your computer with the information on your CLIÉ handheld.
All the main applications on your CLIÉ handheld are also available in Palm
Desktop for CLIÉ software and in most PIMs, so you don't need to learn
different applications.
Refer to the Palm Desktop for CLIÉ software online Help for more
information on entering data on your computer.
To import data from your computer or another handheld
If you have data stored in computer applications such as spreadsheets, databases, or if
you want to import data from another handheld, you can transfer the data to your CLIÉ
handheld and use it without entering data manually. Save the data in a compatible file
format (.csv, .txt, .tab, .tsv, .dba, .aba, .tda, .mpa), import it into your Palm Desktop for
CLIÉ software, and then perform a HotSync operation to transfer the data to your CLIÉ
handheld. For details, see “Chapter 3: Exchanging and updating data using a
HotSync® operation.”
Chapter1 Basic operations of your Sony CLIÉ Handheld 23
Changing the frontlight level
You can turn the frontlight on the screen off or on or adjust the frontlight
level according to the lighting conditions or temperature of the environment
where you use your CLIÉ handheld.
Turning the frontlight off and on
Press and hold down the POWER button for more than two seconds to turn
the frontlight off or on.
Adjusting the frontlight level
Even with the frontlight on, you may need to further adjust the brightness
on the screen.
You can use the onscreen brightness control to adjust the frontlight level.
1Tap 8.
The adjustment control screen is displayed.
2To change the level in small increments, tap to the left or
right.
To change the brightness level in larger increments, drag the
slider to the left or right.
Tip
You can also press the scroll button or rotate the Jog Dial navigator to move the
slider incrementally.
3Tap Done.
Note
If the digitizer is not configured correctly, you may not be able to make the
adjustments properly. For details, see “Turning on your Sony CLIÉ Handheld for
the first time” in the Read This First manual.
Tap this icon.
Chapter1 Basic operations of your Sony CLIÉ Handheld 24
Resetting your Sony CLIÉ Handheld
Under normal circumstances, you do not have to reset your CLIÉ handheld.
On rare occasions, however, your CLIÉ handheld may no longer respond to
buttons or the screen due to insufficient memory or other reasons. In this
case, you need to perform a reset to get your CLIÉ handheld running again.
Performing a soft reset
A soft reset tells your CLIÉ handheld to stop what it’s doing and start over
again. All records and entries stored in your CLIÉ handheld are retained in
a soft reset.
1Take out the reset tip by unscrewing the metal barrel from
the stylus quill.
2Use the reset tip to gently press the reset button inside the
hole on the back panel of your CLIÉ handheld.
The system shuts down and then restarts.
After restarting, the system displays “palm powered,” “CLIÉ,” and
“Sony,” followed by the preferences screen for setting the time and date.
Chapter1 Basic operations of your Sony CLIÉ Handheld 25
Resetting your Sony CLIÉ Handheld
Performing a hard reset
If the soft reset does not solve the problem, you need to perform a hard reset
to restart your CLIÉ handheld.
Note
With a hard reset, all records and entries stored in your CLIÉ handheld are
erased. Only perform a hard reset if a soft reset does not solve your problem.
If you save a backup of your CLIÉ handheld data on your computer, you can
restore any data previously synchronized with your computer during the
next HotSync® operation.
1Hold down the POWER button on your CLIÉ handheld.
2While holding down the POWER button, use the reset tip to
gently press and release the reset button.
The Palm Powered logo screen is displayed.
3Release the POWER button.
A message warning that you are about to erase all the data stored on your
CLIÉ handheld is displayed.
4Press the upper half of the scroll button on the front panel of
your CLIÉ handheld.
Your CLIÉ handheld undergoes a hard reset.
After a hard reset, only the current date and time are retained. Formats,
Preferences, and other settings are restored to their factory default
settings.
Note
If the scroll button was used just prior to hard-resetting, the hard-reset may not be
performed.
Chapter 2
Using basic applications
This chapter describes how to do tasks that are specific or common to the basic
applications of your CLIÉ handheld: Date Book, Address Book, To Do List, Memo Pad,
Expense, and Calculator.
Contents
Managing schedules and events (Date Book)..................... 27
Managing addresses and phone numbers
(Address Book) ................................................................... 47
Managing tasks and things to do (To Do List) .................... 61
Creating memos (Memo Pad) ............................................. 69
Managing expenses (Expense) ........................................... 77
Using Calculator (Calc) ....................................................... 87
Performing common tasks......................................................... 89
Using the Application Launcher ........................................... 89
Categorizing records............................................................ 93
Finding records.................................................................... 96
Protecting your data (Security) ........................................... 100
Attaching notes ................................................................. 106
Purging records ................................................................. 107
Using the Edit menu .......................................................... 108
Choosing fonts .................................................................. 109
Chapter2 Using Basic applications 27
Managing schedules and events (Date Book)
Date Book lets you quickly and easily schedule appointments or any activity
associated with a date, or a date and time. A record in Date Book is called an
“event.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.
Scheduling an event
Scheduling an event for the current date
1Press the Date Book button on the front panel.
Date Book starts up. Today’s schedule is displayed with a list of times for
a standard business day.
Tip
Press the Date Book button repeatedly to cycle through the Day, Week, Month, and
Agenda views. The Date Book views are displayed at the bottom left of the screen.
2Tap the time line that corresponds to the beginning of the
event.
Continued on next page
Chapter2 Using Basic applications 28
Managing schedules and events (Date Book)
3Enter a description of the event.
You can enter a description or a note of up to 255 characters in length.
4If the event is one hour long, skip to step 7. If the event is
longer or shorter than one hour, tap the time of the event to
open the Set Time dialog box.
5Do one of the following to set the duration of the event:
•Tap the time columns on the right side of the Set Time dialog box to
set the Start Time, and tap the End Time box. Then tap the time
columns to set the End Time.
•Tap All Day to automatically insert the start and end time of the event
as defined in your Date Book preferences.
6Tap OK.
7Tap a blank area of the screen to deselect the event.
A vertical line appears next to the time, indicating the duration of the
event.
Continued on next page
Chapter2 Using Basic applications 29
Managing schedules and events (Date Book)
Tip
You can open the Set Time dialog box (to select a start time) by writing a number on the
number side of the Graffiti writing area and making sure no event is selected.
To schedule an untimed event
In step 5, tap No Time. A new untimed event is displayed in the first line in
Date Book with a ♦ mark.
Scheduling a timed event for another date
1Press the Date Book button on the front panel.
Date Book starts up.
2Do one of the following to select the date you want for the
event:
•Tap the day of the week on top of the Date Book screen.
To move to another week, tap one of the scroll arrows of either side of
the day of the week area.
•Tap Go To at the bottom of the screen.
The Go To Date dialog box appears. Select a date by tapping a year,
month, and day in the calendar.
3Follow the steps for “Scheduling an event for the current
date.”
Continued on next page
Chapter2 Using Basic applications 30
Managing schedules and events (Date Book)
Tip
You can also use the scroll button on the front panel to move forward or backward one
day or one month at a time.
To schedule an untimed event
In step 3, tap New and then tap No Time. Then follow the steps for
“Scheduling an event for the current date.”
Tip
You can create a new untimed event by making sure no event is selected and then
writing letters in the Graffiti writing area. When you start writing, the untimed event
appears at the top of the screen.
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.
Examples of repeating or continuous events
•Birthday: an event that repeats annually
•Weekly guitar lesson: an event that falls on the same day of the week and
the same time of day
•Business trip or vacation: a continuous event
1Press the Date Book button on the front panel.
Date Book starts up.
2Tap the description of the event.
3Tap Details.
The Event Details dialog box appears.
Continued on next page
Chapter2 Using Basic applications 31
Managing schedules and events (Date Book)
4Tap the Repeat box.
The Change Repeat dialog box appears.
5Tap Day, Week, Month, or Year to set how often the event
repeats.
For a continuous event, tap Day.
6Enter a number that corresponds to how often you want the
event to repeat on the Every line.
•When you tap Week: Tap a letter representing each day of the week
on Repeat on line to specify the day you want the event to repeat.
Continued on next page
Chapter2 Using Basic applications 32
Managing schedules and events (Date Book)
•When you tap Month: On the Repeat by line, tap Day to repeat the
event on the specified day of the same week each month, or tap Date
to repeat the event on the specified date each month.
7To specify an end date for the repeating or continuous event,
tap the arrow V next to End on to display the drop-down list
and then tap Choose Date.
The Ending On screen appears.
8Tap the end date on the screen.
The Change Repeat screen appears again.
9Tap OK.
The Event Details screen appears again.
Continued on next page
Chapter2 Using Basic applications 33
Managing schedules and events (Date Book)
10
Tap OK.
The Date Book screen is displayed again.
Make sure that the repeat icon is displayed to the far right of the
event.
Notes
•If you change the start date of a repeating event, your CLIÉ handheld
calculates the number of days you moved the event. Your CLIÉ 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 CLIÉ handheld creates a new repeating event.
•If you change the date of an occurrence of a repeating event (e.g., from
January 14 to January 15) and apply the change to all occurrences, the new
date becomes the start date of the repeating event. Your CLIÉ handheld
adjusts the end date to maintain the duration of the event.
•If you change other repeat settings (e.g., time, alarm, private) of a
repeating event and apply the change to all occurrences, your CLIÉ
handheld creates a new event. The start date of this new event is the day
on which the setting is changed. Past occurrences (prior to the day of the
change) are not 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.
Chapter2 Using Basic applications 34
Managing schedules and events (Date Book)
Checking schedules
Displaying the Day view
You can display and check the events for a specific day.
1Press the Date Book button on the front panel.
Date Book starts. Today’s schedule is displayed.
2Rotate the Jog Dial™ navigator to display the events for
yesterday or tomorrow.
You can display the schedule for a specific day and time.
To change the Date Book view
In addition to displaying the time list for a specific day, you can also display
a whole week, a month, or an agenda.
To display the next view, press the Jog Dial navigator repeatedly.
Tip
You can also select the Date Book view by tapping an icon on the Date Book screen.
Tap one of the following icons to rotate to the corresponding calendar view:
• : Day view
• : Week view
• : Month view
• : Agenda view
Tap the desired view icon.
Chapter2 Using Basic applications 35
Managing schedules and events (Date Book)
Displaying the Week view
Week view displays a 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.
1Press the Date Book button on the front panel.
Date Book starts up.
2Press the Jog Dial navigator repeatedly or tap the Week
view icon.
The Week view appears. Untimed events are also displayed in the Week view.
3Rotate the Jog Dial navigator to select the week that you
want to review.
To select the next week, rotate the Jog Dial navigator.
4Press the Jog Dial navigator.
The details of the selected week are displayed.
Tips
•To reschedule an event while in the Week view, 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.
•The Week view displays 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.
Continued on next page
Chapter2 Using Basic applications 36
Managing schedules and events (Date Book)
To view the detail of an event
Tap each time bar to view the detail of that event.
To spot event conflicts
An event conflict (time overlap) appears in the Week view as overlapping
time bars and in the Day view as overlapping brackets to the left of the
conflicting times.
b
Chapter2 Using Basic applications 37
Managing schedules and events (Date Book)
Displaying the 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.
1Press the Date Book button on the front panel.
Date Book starts up.
2Press the Jog Dial navigator repeatedly or tap the Month
view icon.
The Month view screen appears.
3Rotate the Jog Dial navigator to select the day that you want
to review.
To select the next day, rotate the Jog Dial navigator.
4Press the Jog Dial navigator.
The details of the selected day are displayed.
Tips
•Tap a day in the Month view to display that day in the Day view.
•Tap the scroll arrows in the upper right corner to move forward or backward a
month.
•Tap Go To to open the Go To Date dialog box to select a different month.
•Use the scroll buttons on the front panel of your CLIÉ handheld to move between
months. Press the upper half of the scroll button to display the previous month, the
lower half of the scroll button to display the next month.
Chapter2 Using Basic applications 38
Managing schedules and events (Date Book)
Displaying the Agenda view
The Agenda view shows you your appointments, untimed events, and To
Do List items in a single screen. As well as checking the detailed information
of an event, you can also use the Agenda view to check off completed To Do
List items.
1Press the Date Book button on the front panel.
Date Book starts up.
2Press the Jog Dial navigator repeatedly or tap the Agenda
view icon.
The Agenda view screen appears. Today’s schedule and To Do List is
displayed.
3Rotate the Jog Dial navigator to select the day that you want
to review.
To select the next day, rotate the Jog Dial navigator.
Tips
•Tap any appointment while in Agenda view to display the Day view of the
appointment.
•Check off completed To Do List items in the Agenda view, or tap a description of an
item to go directly into the To Do List application.
Chapter2 Using Basic applications 39
Managing schedules and events (Date Book)
Changing Date and Time view
Tap and hold the date in the title bar of Date Book.
The current time appears.
When you release the stylus, the menu bar appears. If you want to avoid
displaying the menu when releasing the stylus, drag the stylus away from
the date indication after the current time appears.
b
Chapter2 Using Basic applications 40
Managing schedules and events (Date Book)
Editing Date Book events
Changing a date or time for an event
1On the Date Book screen, tap the event you want to edit.
2Tap Details.
The Event Details dialog box appears.
3•To change the time, tap the Time box and select a new
time.
The Set Time dialog box appears. Tap the Start Time and the End
Time.
•To change the date, tap the Date box and select a new
date.
The Set Date dialog box appears. Specify the year, month, and day in
the calendar.
4Tap OK.
Chapter2 Using Basic applications 41
Managing schedules and events (Date Book)
Changing a timed event to an untimed event
1On the Date Book screen, tap the event you want to edit.
2Tap Details.
3Tap the Time box.
The Set Time screen appears.
4Tap No Time and then tap OK.
The Event Details screen appears.
5Tap OK.
The untimed event is displayed in the first line with the untimed ◆ mark.
Chapter2 Using Basic applications 42
Managing schedules and events (Date Book)
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in your
Date Book. You can set an alarm to sound minutes, hours, or days before an
event. The default Alarm setting is 5 minutes before the time of the event,
but you can change this to any number of minutes, hours, or days.
When you set an alarm, an alarm icon appears to the far right of the event
with the alarm.
1On the Date Book screen, tap the event to which you want to
assign an alarm.
2Tap Details.
The Event Details dialog box appears.
3Tap the Alarm check box to select it.
The alarm is set.
4Tap the arrow V to select the time unit from among Minutes,
Hours, or Days.
5Tap the “5” next to the Alarm check box and enter any
number from 0 to 99 as the number of time units.
6Tap OK.
Continued on next page
Chapter2 Using Basic applications 43
Managing schedules and events (Date Book)
Setting an alarm for an untimed event
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. No audible alarm sounds for an
untimed event. The reminder message appears onscreen instead.
Example: When you set an alarm for an untimed event that occurs on
February 4 and if the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3. The reminder remains
onscreen until you turn on your handheld and tap OK to erase it.
Making an event private
You can hide records that you mark as private. If you define a password for
your CLIÉ handheld, you must enter it to display private records.
1On the Date Book screen, tap the event you want to mark as
private.
2Tap Details.
The Event Details dialog box appears.
3Tap the Private check box.
4Tap OK.
The event is marked as private. For hiding or masking private events, see
“Protecting your data (Security)” on page 100.
Chapter2 Using Basic applications 44
Managing schedules and events (Date Book)
Deleting events
You can delete existing events in Date Book.
Note
If you delete the contents of a repeating event, all the related events will be deleted.
When deleting an event in Delete Event dialog box, you can delete a single event as an
exception or all the related events.
1On the Date Book screen, tap the event you want to delete.
2Tap Details.
3Tap Delete.
The Delete Event dialog box appears.
4Tap OK to delete the event.
The selected event is deleted. To cancel deletion, tap Cancel.
Tip
If you select the “Save archive copy on PC” check box, the deleted event will be
saved onto the Palm™ Desktop for CLIÉ software on your computer during the
next HotSync® operation.
Chapter2 Using Basic applications 45
Managing schedules and events (Date Book)
Using the Date Book menus
This section explains the menu commands specific to Date Book. For the Edit
menu, see “Using the Edit menu” on page 108.
Record menus
New Event Creates a new event. The Set Time dialog box for
selecting the start and end times is displayed.
Delete Event Deletes the currently selected event. The Delete Event
dialog box appears.
Attach Note Attaches notes to the current event. This menu opens up
a dialog box for entering comments.
Delete Note Deletes notes from the current event. The Delete Note
dialog box is displayed.
Purge You can specify a certain period based on the current
date and discard any events that were formed before the
specified date. Use this function to save memory space.
Notes
•A repeating event will not be deleted.
•By default, the events that you purge will be saved in
the Palm Desktop for CLIÉ software on your
computer at the next HotSync operation. To delete the
events completely, deselect the check box ( ) for
“Save archive copy on PC” in the Purge dialog box.
Beam Event Sends the current event to another CLIÉ handheld via the
infrared communications port.
Chapter2 Using Basic applications 46
Managing schedules and events (Date Book)
Options menus
Font You can select a desired font in the Select Font dialog
box.
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 of
the date of the event.
•Alarm Sound: Sets the tone of the alarm.
•Remind Me: Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times, 5
Times, and 10 Times.
•Play Every: Defines how often the alarm sounds. The
choices are Minute, 5 minutes, 10 minutes, and 30
minutes.
Display Options Changes the Date Book’s appearance and which events
display.
•Show Time Bars: Activates the time bars that appear
in the Day view. The time bars show the duration of
an event and illustrates 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 display 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 Date Book. You can activate any or all
of these settings to show that you have Timed,
Untimed, or Daily Repeating events in the Month
view only.
Phone Lookup The Phone Number Lookup screen appears. If there is an
Address Book entry, you can look up the phone number
of the selected item.
Security Hides the current item unless the password is entered.
You can select the view option among Show Records,
Mask Records, or Hide Records.
About Date Book Shows version information for Date Book.
Chapter2 Using Basic applications 47
Managing addresses and phone numbers
(Address Book)
Address Book lets you keep names, addresses, telephone numbers, and
other information about your personal or business contacts.
An item in Address Book is called an “entry.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.
Creating a new Address Book entry
1Press the Address Book button on the front panel.
The Address screen is displayed.
Note
Press the Address Book button repeatedly to cycle through the categories in which
you have entries.
2Tap New.
The Address Edit screen appears.
3Enter the last name of the person you want to add to Address
Book.
The first letter of each field (except numeric and e-mail fields) is
automatically capitalized.
4Tap First name.
The cursor shifts to the first name field.
You can also use the Graffiti software to move the cursor to the next field
by entering .
b
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Chapter2 Using Basic applications 48
Managing addresses and phone numbers (Address Book)
5Enter the first name in the First name field.
6Repeat steps 4 and 5 to enter the other items of information
that you want to include.
You can tap the scroll arrow V next to each item to display the list of
choices and then tap the desired item in the list.
7To move to the next page of information, tap the scroll arrow
V on the bottom-right corner of the screen.
8After you finish entering all the necessary information, tap
Done.
The Address screen is displayed again.
Tip
You can also use the Palm™ Desktop for CLIÉ software to create entries on your
computer and then download them to your CLIÉ handheld with your next HotSync®
operation. See “Performing a local HotSync® operation with the cradle” on page 112 for
details.
Chapter2 Using Basic applications 49
Managing addresses and phone numbers (Address Book)
Viewing Address Book entries
1Press the Address Book button on the front panel.
The Address screen is displayed, listing your current entries.
2Rotate the Jog Dial™ navigator to select the address entry
you want to view.
If the desired address entry is not displayed, rotate the Jog Dial navigator
further to scroll up or down the entire list.
3Press the Jog Dial navigator.
The Address View screen of the selected entry is displayed.
4To return to the list of address entries, press the Jog Dial
navigator again or press the BACK button.
The Address screen is displayed again.
Tips
•If there are multiple pages of information, the scroll button moves up or down an
address list or the Address View screen. If you hold down the scroll button, you
accelerate the scrolling and display every third screen.
•You can also use the stylus to tap the onscreen scroll arrows to scroll to the entry.
To view an image pasted to an address entry
Tap an image on the Address View screen. The image is displayed across the
whole screen. To return the Address View screen, tap the image again.
To view the next page of the Address View screen
Rotate the Jog Dial navigator. The next or previous page within the data is
displayed.
Chapter2 Using Basic applications 50
Managing addresses and phone numbers (Address Book)
Viewing addresses by category
Press the Jog Dial navigator when the address list is displayed but
none of the listed entries are selected.
Each time you press the Jog Dial navigator, the display toggles through all
the available categories.
To select category from the categories list
Tap the arrow V at the upper right corner of the screen to display the
category list. You can select the desired category from the list.
Chapter2 Using Basic applications 51
Managing addresses and phone numbers (Address Book)
Sorting the address entries in the list
You can sort the address entries in your desired order: listing by last and
then first name, or listing by company and then last name. The address
entries will be displayed in the selected order when you start Address Book.
Any changes in the address order, however, do not affect the original
address entries.
1Press the Address Book button on the front panel.
The Address screen is displayed, listing your current entries.
2Tap the Menu icon.
Address Book menu is displayed.
3Tap Options, and then tap Preferences.
The Address Book Preferences dialog box appears.
4Tap the desired order of the address entries in the List By
field.
Select the desired order that the address entries are to be listed when
Address Book starts.
5Tap OK.
The address entries are sorted in the selected order.
Notes
•When you tap Last Name, First Name, the address entries are sorted in
alphabetical order of an individual’s last name and then first name.
•When you tap Company, Last Name, the address entries are sorted in
alphabetical order of the company name, and then an individual’s last name.
Chapter2 Using Basic applications 53
Managing addresses and phone numbers (Address Book)
Editing Address Book entries
Pasting an image to an address entry
You can paste an image to the address entry. Paste a photograph of a person
or restaurant, for example, as a reminder of an address entry.
To paste an image, install the PictureGear™ Pocket software onto your CLIÉ
handheld. For installation, see “Installing add-on applications onto your
Sony CLIÉ Handheld or Memory Stick media” in the Read This First
manual.
1Tap the address entry to which you want to paste an image in
the address list.
The Address View screen of the selected address record appears.
2Tap Edit.
The Address Edit screen appears.
3Tap No Image in the upper right of the screen.
The PG Pocket screen appears.
Tap No Image.
Continued on next page
Chapter2 Using Basic applications 54
Managing addresses and phone numbers (Address Book)
4Tap the image you want to paste.
The image you selected is pasted to the address entry.
5Tap Done.
The Address screen is displayed again.
A camera icon is attached to the entry that has the pasted image.
Note
If you use the Palm Desktop for CLIÉ software to change the category of the
address entry that has a pasted image, the image will no longer be associated with
the address entry after the next HotSync operation. To edit an address entry with a
pasted image, use the Address Book application in your CLIÉ handheld.
To change the image
Tap the image and then select another image in the “Select an image” screen.
To remove the image
Tap the image and then tap No image in the “Select an image” screen.
A camera icon
Chapter2 Using Basic applications 55
Managing addresses and phone numbers (Address Book)
Modifying an address entry
You can modify part of the address entry.
1On the Address Book list screen, tap the entry you want to
modify.
The Address View screen of the selected entry appears.
2Tap Edit.
The Address Edit screen appears.
3Tap the field that you want to edit.
You can edit the tapped field.
4Edit the entry.
5When modification is complete, tap Done.
The Address screen is displayed again.
To select 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 the
arrow V and select the desired label from the drop-down list.
Chapter2 Using Basic applications 56
Managing addresses and phone numbers (Address Book)
Duplicating an address entry
You can copy existing address entries you have created. This feature is
useful when you use the address of one person or edit part of the address for
another person.
1On the Address Book list screen, tap the entry you want to
copy.
The Address View screen of the selected record appears.
2Tap the Menu icon.
The Address Book menu is displayed.
3Tap Duplicate Address from the Record menu.
The entry you selected in step 2 is copied.
The word “Copy” is added to the end of the name field of the copied
information.
4Tap Done.
The Address screen is displayed again.
Note
The pasted image is not duplicated.
Chapter2 Using Basic applications 57
Managing addresses and phone numbers (Address Book)
Deleting an address entry
1On the Address Book list screen, tap the entry you want to
delete.
The Address View screen of the selected record appears.
2Tap Edit.
The Address Edit screen appears.
3Tap Details.
The Address Entry Details dialog box appears.
4Tap Delete.
The Delete Address dialog box appears.
5Tap OK to delete the entry.
The selected entry is deleted. To cancel deletion, tap Cancel.
Tip
If you select the “Save archive copy on PC” check box, the deleted data will be
saved onto the Palm Desktop for Sony software on your computer during the next
HotSync operation.
Chapter2 Using Basic applications 59
Managing addresses and phone numbers (Address Book)
Using the Address Book menus
This section explains the menu commands specific to Address Book. For the
Edit menu, see “Using the Edit menu” on page 108. The Record and Options
menus differ depending on whether you are displaying the Address List
screen or the Address View screen.
Record menus
Delete Address Deletes the current address entry. The Delete Address dialog
box appears.
Notes
•By default, the entry that you delete will be saved onto the
Palm Desktop for CLIÉ software on your computer during
the next HotSync operation. To delete the entry completely,
deselect the check box ( ) for “Save archive copy on PC”
in the Delete Address dialog box.
•
If the current entry has an image pasted, the image will not be deleted.
Duplicate Address
Makes a copy of the current entry and displays the copy in Address
Edit so you can make changes to the copied entry. The copy has the
same category and attached notes as the original entry.
Beam Address Sends all the address entries in the currently selected
category to another CLIÉ handheld via the infrared
communications port.
Beam Category Sends all the Address Book entries in the currently selected
category to another CLIÉ handheld via the infrared
communications port.
Attach Note Adds comments to the current address entry. Choosing this
menu opens up a screen for entering comments.
Delete Note Deletes comments from the current address entry. Choosing
this menu opens up the Delete Note dialog box. Tap Yes to
delete comments and No to cancel the delete function.
Select Business Card Defines the current address entry on a business card. A
business card icon ( ) will be displayed when you set an
entry as a business card.
Beam Business Card
Sends the current business card to another CLIÉ handheld via
the infrared communications port. You can also send a business
card via the infrared communications port by pressing and
holding down the Address Book button for longer than 2
seconds. This menu item is highly useful because you can
exchange business cards with other CLIÉ handhelds with ease.
Chapter2 Using Basic applications 60
Managing addresses and phone numbers (Address Book)
Options menus
Font
You can select a desired font in the Select Font dialog box .
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.
Rename Custom Fields These custom fields 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.
Security Hides the current record unless the password is entered.
You can select the view option among Show Records,
Mask Records, or Hide Records.
About Address Book Shows the version information for Address Book.
Chapter2 Using basic applications 61
Managing tasks and things to do
(To Do List)
A To Do List is a reminder of some task you have to complete. A record in
To Do List is called an “item.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.
Creating To Do List items
1Press the To Do List button on the front panel.
To Do List opens and displays the category of items you last viewed.
Note
Press the To Do List application button repeatedly to cycle through the categories
in which you have items.
2Tap New.
A new To Do item is added to To Do List.
3Enter the text of the To Do item.
You can enter multiple lines of text.
4Tap anywhere onscreen to deselect the To Do List item.
The item is deselected and the new item is recorded to To Do List.
Tips
•If no To Do List item is currently selected, writing in the Graffiti writing area
automatically creates a new item.
•To display text that does not fit on the screen, tap the text line.
b
Chapter2 Using basic applications 62
Managing tasks and things to do (To Do List)
Viewing To Do List items
You can check the items you recorded in To Do List.
1Press the To Do List button on the front panel.
The To Do screen appears.
2Rotate the Jog Dial™ navigator to select the To Do List item
that contains the note you want to view.
3Press the Jog Dial navigator.
The notes of the selected item are displayed. If the item does not fit on the
screen, rotate the Jog Dial navigator to scroll the screen.
4Press the Jog Dial navigator.
The To Do List box reappears.
Viewing To Do List items by category
Press the Jog Dial navigator when To Do List is displayed but no
To Do item is selected.
Each time you press the Jog Dial navigator, the display toggles through all
the available categories.
To select the desired category from the categories list
Tap the arrow V at the upper right corner of the screen to display the
category list. You can select the desired category from the list.
Chapter2 Using basic applications 63
Managing tasks and things to do (To Do List)
Checking off a To Do List item
You can check off a To Do List item to remind you that you’ve completed it.
You can set To Do List to record the date that you completed the To Do item,
and you can choose to show or hide completed items. For details, see
“Changing the appearance of To Do List” on page 67.
1Press the To Do List button on the front panel.
The To Do screen appears.
2Tap to select the check box on the left side of the item.
The check box changes to .
Chapter2 Using basic applications 64
Managing tasks and things to do (To Do List)
Working with To Do List
Setting the priority of an item
The priority setting for items lets you arrange the tasks in your To Do List
according to their importance or urgency. The default setting for To Do List
is to arrange items by priority and due date, with priority 1 items at the top.
If you have a number of items in your list, changing an item’s priority
setting may move its position in the list.
On the To Do List screen, tap the Priority number on the left side of the item
and then tap the desired Priority number.
You can select the Priority numbers 1 through 5, with 1 being the most
important.
Tip
You can also set the priority from the To Do Item Details dialog box.
b
Chapter2 Using basic applications 65
Managing tasks and things to do (To Do List)
Setting the due date for an item
You can associate a due date with any To Do List item. You can also sort the
items that appear in the list based on their due date.
1On the To Do List screen, tap the text of the item whose due
date you want to set.
2Tap Details.
3Tap the arrow V next to Due Date and then tap a desired due
date from the drop-down list.
You can select one of the following options:
•Today: Assigns the current date.
•Tomorrow: Assigns the next day’s date.
•One week later: Assigns the date exactly one week from the current
date.
•No Date: Assigns no due date.
•Choose Date: Opens the Due Date screen, where you can choose any
date from the calendar.
4Tap OK.
Tip
If you turn on the Show Due Dates option in the To Do Preferences dialog box, you can
tap directly on the due date in To Do List to select a desired due date.
Chapter2 Using basic applications 66
Managing tasks and things to do (To Do List)
Deleting an item
You can delete items from To Do List.
1On the To Do List screen, tap the item you want to delete.
2Tap Details.
The To Do Item Details dialog box appears.
3Tap Delete.
The Delete To Do dialog box appears.
4Tap OK to delete the item.
The selected event is deleted. To cancel deletion, tap Cancel.
Tip
If you check the “Save archive copy on PC” check box, the deleted item will be
saved onto the Palm Desktop for CLIÉ software on your computer during the next
HotSync® operation.
Chapter2 Using basic applications 67
Managing tasks and things to do (To Do List)
Changing the appearance of To Do List
The To Do Preferences dialog box enables you to control the appearance of
To Do List.
1On the To Do List screen, tap Show.
The To Do Preferences dialog box appears.
2Change the To Do Preferences settings.
You can choose any of the following settings:
•Show Completed Items: Displays your completed items in To Do
List. If you turn off this setting, your To Do items disappear from the
list when you complete (check) them.
•Show Only Due Items: Shows only the items that are currently due,
past due, or have no due date specified. When this setting is active,
items that are not yet due do not appear in the list until their due date.
•Record Completion Date: Replaces the due date with the actual date
when you complete (check) the item. If you do not assign a due date
to an item, the completion date still records when you complete the
item.
•Show Due Dates: Displays the due dates associated with items in To
Do List and displays an exclamation mark next to items that remain
incomplete after the due date passes.
•Show Priorities: Shows the priority setting for each item.
•Show Categories: Shows the category for each item.
3Tap OK.
Chapter2 Using basic applications 68
Managing tasks and things to do (To Do List)
Using the To Do List menus
This section explains the menu commands specific to To Do List. For the Edit
menu, see “Using the Edit menu” on page 108.
Record menus
Delete Item Deletes the current To Do item. The Delete To Do dialog
box appears.
Attach Note Adds comments to the current To Do item. Choosing this
menu item opens up a screen for entering comments.
Delete Note
Deletes comments from the current To Do item. Choosing
this menu item opens up the Delete Note dialog box.
Purge Allows you to delete any completed items from To Do
List. Run this command to save memory if you find too
many recorded To Do items in your CLIÉ handheld.
Note
By default, the items that you purge will be saved onto
the Palm Desktop for CLIÉ software on your computer
during the next HotSync operation. To delete the items
completely, deselect the check box ( ) for “Save archive
copy on PC” in the Purge dialog box.
Beam Item Sends the current To Do item to another CLIÉ handheld
via the infrared communications port.
Beam Category Sends all the To Do items in the currently selected
category to another CLIÉ handheld via the infrared
communications port.
Options menus
Font
You can select a desired font in the Select Font dialog box.
Phone Lookup The Phone Number Lookup screen appears. If there is an
Address Book entry, you can look up the phone number
of the selected item.
Security Hides the current item unless the password is entered.
You can select the view option among Show Records,
Mask Records, or Hide Records.
About To Do List Shows the version information for To Do List.
Chapter2 Using basic applications 70
Creating memos (Memo Pad)
3Enter the text you want to appear in the memo.
To move down to a new line, tap the Enter key when using the software
keyboard or write when using Graffiti writing.
4Tap Done or press the BACK button when you finish.
The first line of the memo is displayed.
Tips
•You can also create a new memo by beginning your memo in the Graffiti writing area
on the Memo screen. The first letter is automatically capitalized and begins your new
memo.
•While entering text, the text may overlap the Done or Details buttons. After you
finish entering the text, the overlap disappears.
Chapter2 Using basic applications 71
Creating memos (Memo Pad)
Reviewing memos
The first line of a memo appears in the Memo List. This makes it easy to
locate and review your memos.
1Press the Memo Pad button on the front panel.
Memo Pad starts and the Memo List is displayed.
2Rotate the Jog Dial™ navigator to select the memo you want
to view.
If the desired memo is not displayed, rotate the Jog Dial navigator further
to scroll up or down the memo list.
3Press the Jog Dial navigator.
The content of the selected memo is displayed. If the memo text does not
fit on the screen, rotate the Jog Dial navigator to scroll the screen.
4Press the Jog Dial navigator.
The Memo list is displayed again.
Chapter2 Using basic applications 72
Creating memos (Memo Pad)
Viewing memos by category
Press the Jog Dial navigator when the memo list is displayed but
no memo is selected.
Each time you press the Jog Dial navigator, the display toggles through all
the available categories.
Selecting the desired category from the categories list
Tap the arrow V at the upper right corner of the screen to display the
category list. You can select the desired category from the list.
Sorting memos
You can change the order in which Memo Pad shows your memos.
1Press the Memo Pad button on the front panel.
Memo Pad starts and the Memo list is displayed.
2Tap the Menu icon.
A menu of commands appears.
3Tap Options, and then tap Preferences.
The Memo Preferences dialog box appears.
Continued on next page
Chapter2 Using basic applications 73
Creating memos (Memo Pad)
4Tap the desired order of the memos in the Sort by field.
•Manual: Sorts the memos manually.
•Alphabetic: Sorts the memos in numerical and then alphabetical
order.
5Tap OK.
To sort the memos manually
In step 4, select Manual to activate manual sorting.
Tap the memo you want to move in the Memo screen and drag it into the
desired location. The memo is placed where you released the stylus.
The memos are renumbered accordingly.
Chapter2 Using basic applications 74
Creating memos (Memo Pad)
Editing memos
Deleting a memo
You can delete an unnecessary memo from Memo Pad.
1On the Memo Pad screen, tap the memo you want to delete.
The contents of the memo you tapped appears.
2Tap Details.
The Memo Details dialog box appears.
3Tap Delete.
The Delete Memo dialog box appears.
4Tap OK to delete the memo.
The selected record is deleted. To cancel deletion, tap Cancel.
Tip
If you select the “Save archive copy on PC” check box, the deleted memo will be
saved onto the Palm Desktop for CLIÉ software on your computer during the next
HotSync® operation.
Chapter2 Using basic applications 75
Creating memos (Memo Pad)
Categorizing a memo
You can categorize your memo. In step 2 of “Deleting a memo,” tap the
arrow V next to Category to display the list of available categories and then
tap the desired category for the memo.
Making a memo private
You can hide a memo that you mark as private. If you define a password for
your CLIÉ handheld, you must enter it to display private records.
1On the Memo Pad screen, tap the memo you want to mark as
private.
2Tap Details.
The Memo Details dialog box appears.
3Tap and select the Private check box.
4Tap OK.
The memo is marked as private. For details on hiding or masking private
events, see “Protecting your data (Security)” on page 100.
Chapter2 Using basic applications 76
Creating memos (Memo Pad)
Using the Memo Pad menus
This section explains the menu commands specific to Memo Pad. For the
Edit menu, see “Using the Edit menu” on page 108. The Record and Options
menus differ depending on the screen displayed.
Record menus
Beam Category Sends all the memos in the currently selected category to
another CLIÉ handheld via the infrared communications
port.
New Memo Creates a new memo.
Delete Memo Deletes the current memo. The Delete Memo dialog box
appears.
Note
By default, the memos that you delete will be saved onto
the Palm Desktop for CLIÉ software on your computer
during the next HotSync operation. To delete the memos
completely, deselect the check box ( ) for “Save archive
copy on PC” in the Delete Memo dialog box.
Beam Memo Sends the current memo to another CLIÉ handheld via
the infrared communications port.
The Options menus
Font You can select a desired font in the Select Font dialog
box.
Phone Lookup Phone Number Lookup screen appears. If there is an
Address Book entry, you can look up the phone number
of the selected memo.
Preferences Specifies how the memos are displayed. The Memo
Preferences screen appears.
Security Hides the current memo unless the password is entered.
You can select the view option among Show Records,
Mask Records, or Hide Records.
About Memo Pad Shows the version information for Memo Pad.
Chapter2 Using basic applications 77
Managing expenses (Expense)
You can use Expense for many disbursement purposes such as recording
expenditures for business trips and personal expenses. A record in Expense
is called an “item.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.
Recording a new Expense item
Expense allows you to record the date, Expense type, and the amount you
spent. You can sort Expense items into categories or add other information
to an item.
1Rotate the Jog Dial™ navigator to select Expense and then
press the Jog Dial navigator. Or tap the Expense icon on
the Application Launcher screen.
The Expense screen appears.
2Tap New.
New Expense item is created.
Continued on next page
Chapter2 Using basic applications 78
Managing expenses (Expense)
3Enter the amount of the expense.
4Tap –Expense Type– and select an Expense type from the
drop-down list box.
The item you entered in Step 3 is saved when you select an Expense Type.
Note
If you do not select an Expense type, the entered data will not be saved.
Tip
You can also create a new Expense item on the Expense screen by writing on the
number side of the Graffiti® writing area. The first number you write begins your new
Expense item.
Chapter2 Using basic applications 79
Managing expenses (Expense)
Editing Expense items
Changing the display option
You can change display options of Expense items.
1On the Expense screen, tap Show.
The Show Options dialog box appears.
2Select the desired display mode option.
•Sort by: Tap the arrow V next to Sort by and then select Date or Type
to sort Expense items.
•Distance: Tap the arrow V and then select Miles or Kilometers so that
you can display Mileage entries in miles or kilometers.
•Show currency: Shows or hides the currency symbol in the Expense
list.
3Tap OK.
The Expense items are sorted according the display mode option you
selected.
Chapter2 Using basic applications 80
Managing expenses (Expense)
Changing the date of an Expense item
The Expense item is initially displayed with the date when it is entered. If
you want to record a past payment date for an Expense item, you can
change the payment date of the item to the correct date.
1On the Expense screen, tap the Expense item whose date you
want to change.
The date is highlighted.
2Tap the date area of the selected Expense item.
The Date screen appears.
3Tap the desired date.
The date is changed.
Chapter2 Using basic applications 81
Managing expenses (Expense)
Entering receipt details for an Expense item
You can add details to an Expense item in the Receipt Details screen.
1On the Expense screen, tap the Expense item to which you
want to assign details.
2Tap Details.
The Receipt Details dialog box appears.
3Change the Receipt Details settings.
You can choose any of the following options:
•Category: Specify the category of the Expense item. The Expense has
two sample categories named “New York” and “Paris” which may be
used to sort Expense items by the destination of the business trip. To
rename an existing category or add a new category, tap the arrow V
and choose a category from the Edit Categories drop-down list box.
•Type: Tap the arrow V and select an Expense type from the drop-
down list box.
•Payment: Tap the arrow V and select a payment method from the
drop-down list box.
•Currency: Tap the arrow V and select the currency in which you made
the payment. Expense can show a maximum of four currencies. You
can also change the currencies to be displayed.
•Vendor: Enter the name of the vendor associated with Expense.
•City: Enter the name of the payee (normally a company name) and the
name of the city where the company is located. For example, you may
specify “Rose Cafe” as the payee of a business lunch charge and
“Tokyo” as the location.
Continued on next page
Chapter2 Using basic applications 82
Managing expenses (Expense)
•Attendees: Expense opens the Attendees screen which looks like a
memo screen of Memo Pad. In this screen, you can enter the names of
attendees and purposes of expenditures. To display the address
information in Address Book, tap Address Lookup.
4Tap OK.
Creating/printing an Expense report
By performing a HotSync® operation to transfer your latest Expense data to
your computer, the Palm™ Desktop for CLIÉ software makes it easy to view
your Expense data in a Microsoft Excel spreadsheet. You can also print the
Expense report from a printer connected to your computer.
1Perform a HotSync operation to transfer the Expense data
from your CLIÉ handheld to your computer.
2Click Expense in the Palm Desktop for CLIÉ software.
Microsoft Excel opens, and the Expense Report dialog box appears.
Note
If you launch Expense from the Start menu instead of the Palm Desktop for CLIÉ
software, you must first choose your handheld user name.
3Click the expense category that you want. If you want to
define an end date for the expense report, enter the date in
the End Date box.
Tips
• You can press Ctrl+click to select multiple categories. To print the expenses
associated with all of your Expense categories, select All in the Categories group.
• If you do not specify an end date, all the expense entries for the selected
categories (up to the date of the last HotSync operation) appear.
Continued on next page
Chapter2 Using basic applications 83
Managing expenses (Expense)
4Click one of the following:
•Print: The expense report is displayed in the Print Preview window.
Click Print in the Microsoft Excel window to print your expense
report.
•Create: Your expense data is displayed in Microsoft Excel
spreadsheet form. You can enter information, make formatting
changes, and save and print the file in the normal manner.
Using expense report templates
Palm Desktop for CLIÉ software includes several expense report templates.
When you use one of these templates, you can edit your expense data in
Microsoft Excel.
To view your expense data using a Microsoft Excel template, click Options
after creating an expense report. Click the templates menu, then select an
expense template. Then, click OK.
Tip
The templates have the extension .xlt and are stored in the Template folder in the
“C:\Program Files\Sony Handheld” directory on your computer. To see what a
template looks like before you use it, open the template in Microsoft Excel.
Customizing the Currency list
You can change the currencies and symbols that appear for currencies to be
used in Expense.
To change the currency list
1On the Expense screen, tap the Expense item whose currency
type you want to change.
2Tap Details.
The Receipt Details dialog box appears.
Continued on next page
Chapter2 Using basic applications 84
Managing expenses (Expense)
3Tap the arrow V next to Currency and then tap Edit currencies
from the drop-down list.
The Select Currencies dialog box appears.
4Tap the arrow V for each Currency and then tap the country
whose currency you want to display in the Currency list.
5Tap OK to close the Select Currencies dialog box.
6Tap OK.
To change your default currency
You can change the currency displayed as the default in the Currency list.
1On the Expense screen, tap the Menu icon.
The menu is displayed.
2Tap Options and then Preferences.
The Preferences dialog box appears.
3Tap the arrow V next to Default Currency and then tap the
currency symbol you want to appear in Expense.
4Tap OK.
Chapter2 Using basic applications 85
Managing expenses (Expense)
To create a new currency symbol
If the currency you want to use is not included in the Currency list, you can
create your own custom country and currency symbol.
1On the Expense screen, tap the Menu icon.
The menu is displayed.
2Tap Options and then Custom Currencies.
The Custom Currencies dialog box appears.
3Tap one of the four country boxes.
The Currency Properties dialog box appears.
4Enter the name of the country and a currency symbol, and then
tap OK.
Tips
•To use a newly defined currency symbol as a standard currency symbol, it is
necessary to select the target currency symbol in advance in the Preferences option.
•To use a currency symbol only for a specific Expense item, select the currency symbol
in the Receipt Details dialog box of that Expense item.
Chapter2 Using basic applications 86
Managing expenses (Expense)
Using the Expense menus
This section explains the menu commands specific to Expense. For the Edit
menu, see “Using the Edit menu” on page 108.
Record menus
Delete Item Deletes the current Expense item. The Delete Expense
dialog box appears.
Note
By default, the items that you delete will be saved in
Palm Desktop for CLIÉ software on your computer at the
next HotSync operation. To delete the items completely,
deselect the check box ( ) for “Save archive copy on
PC” in the Delete Expense dialog box.
Purge Allows you to delete any category that is no longer used
from the Expense category set. Run this command to
save memory if you find too many Expense items in your
CLIÉ handheld.
Options menus
Preferences •Use automatic fill: Lets you select an Expense type by
writing the first letter of an Expense type in the Graffiti
writing area. For example, if you write the letter “T,” it
enters the “Taxi” Expense type. Writing “T” and then
“E” enters “Telephone” which is the first Expense type
beginning with the letters “TE.”
•Default Currency: Specifies the currency to be
displayed as the default currency.
Custom Currencies You can create and add a new currency if you cannot
find the currency you want to use in Expense.
About Expense Shows the version information for Expense.
Chapter2 Using basic applications 87
Using Calculator (Calc)
Calculating with Calculator
1Do either of the following to start the Calculator:
•Tap the Calculator icon.
•Rotate the Jog Dial™ navigator to select Calc and then press
the Jog Dial navigator.
•Tap the Calc icon on the Application Launcher screen.
The Calculator screen appears.
2Perform calculations using Calculator.
To use Calculator, tap the numbers and symbol icons on the screen with
the stylus.
Chapter2 Using basic applications 88
Using Calculator (Calc)
Using the Calculator buttons
Calculator has several buttons to help you perform calculations.
CE Clears the last number you entered. Use this button if
you make a mistake while entering a number in the
middle of a calculation. This button enables you to re-
enter the number without starting the calculation over.
CClears the entire calculation and enables you to begin a
new calculation.
+/–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.
M+ Places the current number in memory. Each new number
you enter with the M+ button is added to the total 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.
MR Recalls the stored value from memory and inserts it in
the current calculation.
MC Clears any value that is stored in the Calculator memory.
Calculates the square root of the entered number. Tap the
button after entering the number.
Using the Calculator menus
Copy, Paste Copies a number from Calculator and pastes it into
another application. Similarly, you can also paste
numeric values you copied from another application
such as Expense into Calculator.
Recent Calculations You can review the last series of calculations.
About Calculator Shows the version information for Calculator.
Chapter2 Using basic applications 89
Performing common tasks
This section explains how to perform tasks that you can do in most or all of
the basic applications.
Using the Application Launcher
This section explains how to switch between applications, how to change
application settings so they are customized to your work methods, and how
to categorize applications so you view them in related groups.
1To open the Application Launcher screen, tap the Home
icon.
Tip
In addition to providing a way for you to open applications, the Application Launcher
screen displays the current time, battery level, and application category.
Selecting applications
To open an application, choose from the following options:
•Tap the icon of the application you want to open. If you have many
applications installed on your CLIÉ handheld, tap the scroll bar to see all
the available applications.
•Rotate the Jog Dial™ navigator to select the application. Push the Jog Dial
navigator to launch the selected application.
•Press an application button , , , or on the front panel to
display the selected application immediately.
Chapter2 Using basic applications 90
Performing common tasks
To open applications in the Memory Stick media
To open an application in the Memory Stick media from the Application
Launcher screen, tap the arrow V in the upper-right corner of the
Application Launcher screen and select Card (or a category with the Card
icon). Then, tap the icon of the application you want to open.
The Card icon is displayed only when a Memory Stick media is inserted
in the CLIÉ handheld.
Note
There are some restrictions when opening an application copied (not installed using
MS Gate) onto the CLIÉ handheld from the Memory Stick media. For details, see page
163.
Categorizing applications
The category feature enables you to manage the number of application icons
that appear in the Application Launcher screen. You can assign an application
to a category and then display a single category or all your applications.
To categorize an application
1Tap the Home icon.
2Tap the Menu icon.
3Tap Category from the App menu.
The Category screen appears.
Continued on next page
Chapter2 Using basic applications 91
Performing common tasks
4Tap the arrow V next to each application to select a category
from the drop-down list.
Tip
To create a new category for an application, tap Edit Categories from the drop-
down list. Tap New, enter the category name, and then tap OK to add the category.
Tap OK again.
5Tap Done.
To display applications by category
1Tap the Home icon.
2Do one of the following:
•Tap the Home icon repeatedly to cycle through all the categories.
•Tap the arrow V in the upper right corner of the screen and then tap the desired
category from the drop-down categories list.
•Push the Jog Dial navigator repeatedly while no applications are highlighted.
Changing the Application Launcher display
By default, the Application Launcher displays each application as an icon.
As an alternative, you can display applications in a list format.
You can also choose to view the same category of applications each time you
open the Application Launcher screen.
To change the view of applications
1Tap the Home icon.
2Tap the Menu icon.
The menu is displayed.
3Tap Options, and then tap Preferences.
The Preferences screen is displayed.
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Chapter2 Using basic applications 92
Performing common tasks
4Tap the arrow V next to View By and then tap List.
5Tap OK.
The applications are displayed in a list.
To open the Application Launcher screen to the last-opened category
or the last-used application
1Tap the Home icon.
2Tap the Menu icon.
The menu is displayed.
3Tap Options, and then tap Preferences.
The Preferences screen is displayed.
4Tap the Remember Last Category check box to select it or the
Remember Last Used App to select it.
5Tap OK.
Note
Only application started from the Application Launcher screen will be remembered as
the last-used application.
To display the Pop-up application menu with the Jog Dial navigator
In step 4, tap the arrow V next to Jog Select and then tap PopUp.
Chapter2 Using basic applications 93
Performing common tasks
Categorizing records
You can categorize records in Address Book, To Do List, Memo Pad, and
Expense applications for easy retrieval. (Date Book does not have
categories.) When you create a record, it is automatically assigned to the
currently displayed category. For example, if the All category is displayed,
the record is assigned to the Unfiled category. A record can remain unfiled
or it can be assigned to a category at any time.
System-defined and user-defined categories
By default, your CLIÉ 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 or
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.
Tips
•Address Book contains the QuickList user-defined category, in which you can store
the names, addresses, and phone numbers of which you might need in emergencies
(doctors, fire department, lawyers, etc.).
•Expense contains two user-defined categories, New York and Paris, to show how you
might sort your expenses according to different business trips.
Chapter2 Using basic applications 94
Performing common tasks
Moving a record into a category
1Tap the record that you want to categorize.
2Address Book only: Tap Edit.
The Address Edit screen appears.
3Tap Details.
4Tap the arrow V next to Category to display the list of
available categories.
5Tap the desired category for the item.
6Tap OK.
Displaying the category of records
1Tap the arrow V at the upper right corner of the screen.
A list of available categories appears.
2Tap the category you want to view.
The list screen now displays only the records assigned to that category.
Chapter2 Using basic applications 95
Performing common tasks
Defining a new category
1Tap the arrow V at the upper right corner of the screen.
A list of available categories appears.
2Tap Edit Categories.
The Edit Categories screen is displayed.
3Tap New.
The Edit Categories dialog box is displayed.
4Enter a new category name and then tap OK.
You can assign any of your entries to the new category.
Chapter2 Using basic applications 96
Performing common tasks
Finding records
Your CLIÉ handheld lets you find information by entering text in the Find
option dialog box or searching for a phone number using the Phone Lookup
option. These two options are available for all the basic CLIÉ applications.
Each application offers ways to find information:
•Date Book, To Do List, Memo Pad: Phone Lookup displays the Address
List screen and lets you add the information that appears in this list to a
record.
•Address Book: The Look Up line lets you enter the first letters of a name
to scroll immediately to 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.
Using the Find option
The Find option lets you locate any text you specify in any application. For
example, if the text appears in Address Book and Date Book, the Find option
displays both occurrences in the Find dialog box.
1Tap the Find icon.
The Find dialog box appears.
2Enter the text you want to find.
You can enter letters, symbols, or numbers.
Continued on next page
Chapter2 Using basic applications 97
Performing common tasks
3Tap OK.
Find searches for the text in records and notes and then displays the
results.
4Tap the text in the find result list that you want to review.
The application associated with the data automatically starts to display
the data.
To stop searching midway
Tap Stop. To resume the search, tap Find More.
Note
The Find option is not case sensitive; searching for “sony” also finds “Sony.”
Tip
Select text in an application before tapping the Find icon to automatically place the text
in the Find dialog box.
Chapter2 Using basic applications 98
Performing common tasks
Using the Phone Lookup option
The Phone Lookup option lets you find a telephone number from the
Address list screen and lets you add the information that appears in this list
to a record. For example, you can add a telephone number from the Address
list to an entry in Memo Pad.
1Display the record in which you want to insert a phone
number.
The record can be in Date Book, To Do List, or Memo Pad.
2Tap the Menu icon.
The menu of the application appears.
3Tap Options and then Phone Lookup.
The Phone Number Lookup screen appears.
4Tap the phone number you want to add.
Tip
To quickly find a phone number, enter the first few letters of the name you want to
find in the Look Up field in the lower screen.
Continued on next page
Chapter2 Using basic applications 99
Performing common tasks
5Tap Add.
The Phone Lookup closes and the name and phone number are added to
the record you displayed in step 1.
To activate Phone Lookup with Graffiti
Write the Graffiti® Command stroke to activate Phone Lookup.
Phone Lookup using text
Drag and highlight text and then write the Graffiti Command stroke .
The selected text is replaced with the found name and phone number.
If multiple records are found, the Phone Number Lookup screen appears.
Chapter2 Using basic applications 100
Performing common tasks
Protecting your data (Security)
Your CLIÉ handheld includes a Security application that allows you to
protect your data from unauthorized users.
In Security, you can do the following:
•Lock and turn off your CLIÉ handheld so that it does not operate until you
enter the correct password.
•Set the CLIÉ handheld to automatically lock at/after a preset time, or
whenever you turn it off.
•Mask all records that you mark as private so the information appears
greyed out.
•Hide all records that you mark as private so they do not appear on any
screen.
You can mask or hide private records with or without a password. Without
a password, private records are hidden or masked until you set the Security
application to show them. With a password, you must enter the password to
view the private records.
Assigning a password
You can assign a password to protect your private records and to lock your
CLIÉ handheld.
1Rotate the Jog Dial navigator to select Security and then
press the Jog Dial navigator. Or tap the Security icon on
the Application Launcher screen.
The Security screen appears.
Continued on next page
Chapter2 Using basic applications 101
Performing common tasks
2Tap Unassigned.
The Password dialog box appears.
3Enter a password and a hint to remember it, then tap OK.
The dialog box for verifying the password appears.
4Enter the same password again to verify it and then tap OK.
Your password is assigned. In Password, “-Assigned-” is displayed.
To lock your CLIÉ handheld with this password, see page 103.
Changing or deleting a password
1Rotate the Jog Dial navigator to select Security and press the
Jog Dial navigator. Or tap the Security icon on the
Application Launcher screen.
The Security screen appears.
2Tap -Assigned-.
The Password dialog box appears.
3Enter the current password and then tap OK.
The dialog box used to enter a new password appears.
Continued on next page
Chapter2 Using basic applications 102
Performing common tasks
4•To change the password, enter a new password and then
tap OK.
•To delete the password, tap Unassign.
If you forget your password
If you forget your password, you can delete it. Note, however, that deleting
a forgotten password also deletes all entries and records marked as Private.
(If you synchronize with your computer before deleting a forgotten
password, you can restore your private records at the next HotSync®
operation.)
1Tap Lost Password in step 3.
The Delete Password dialog box appears.
2Tap Yes.
Your password and private records are deleted.
Chapter2 Using basic applications 103
Performing common tasks
Locking your CLIÉ handheld with a password
You can lock your CLIÉ handheld so that you have to enter your password
to operate it.
Note
If you lock your CLIÉ handheld, you must enter the exact password to restart your CLIÉ
handheld. If you forget the password, you must perform a hard reset to resume using your
CLIÉ handheld. Performing a hard reset deletes all the records in your CLIÉ handheld;
however, you can restore all synchronized data at the next HotSync® operation.
1Perform a HotSync operation to synchronize the data
between your CLIÉ handheld and your computer.
See “Chapter 3: Exchanging and updating data using a HotSync®
operation” for more information.
2Assign a password and a hint to remember it.
Follow the steps described in “Assigning a password.”
3Rotate the Jog Dial navigator to select Security and press the
Jog Dial navigator. Or tap the Security icon on the
Application Launcher screen.
The Security screen appears.
4Tap Lock & Turn Off.
The System Lockout dialog box appears.
Continued on next page
Chapter2 Using basic applications 104
Performing common tasks
5Tap Off & Lock.
Your CLIÉ handheld is turned off and locked.
To start your CLIÉ handheld, turn it on and enter the password.
Setting your CLIÉ handheld to lock automatically
You can set your CLIÉ handheld to lock whenever you turn it off.
1Back up your data and assign a password.
Follow the steps described in “
Assigning a password
.”
2Tap Never.
The Password screen appears.
3Enter your password, and then tap OK.
The Lock Handheld screen appears.
4Tap your choice from the list.
•Never: Your CLIÉ handheld will not lock automatically. To lock it
manually, you must tap Lock & Turn Off in the Security screen.
•On power off: Your CLIÉ handheld will lock when it is turned off.
•At a preset time: The Set Time dialog box appears. Set a time so your
CLIÉ handheld will lock at that preset time.
•After a preset delay: Set your CLIÉ handheld to lock if inactive for a
preset time. Enter the time, and tap the arrow V next to it to select
minute(s) or hour(s).
5Tap OK.
Chapter2 Using basic applications 107
Performing common tasks
Purging records
If outdated records of Date Book, To Do List, or Expense take up memory on
your CLIÉ handheld, 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 save
them in an archive file on your computer. Purging is not available in Address
Book or Memo Pad, so delete outdated records from these applications.
1Open the application.
2Tap the Menu icon.
3Tap Purge from the Record menu.
The Purge screen appears.
Date Book, To Do List: Tap the arrow V and select how old a record
must be to be purged. If you want to save a copy of the purged records on
your computer, select the “Save archive copy on PC” check box. If you
want to delete the records completely, clear it.
Expense: Tap the category you want to delete.
4Date Book, To Do List: Tap OK.
Expense: Tap Purge.
If you chose to save a copy of the purged records, your CLIÉ handheld
transfers them to an archive file on your computer the next time you
perform a HotSync operation.
Note
Purging does not happen automatically. You must tap the command to make it happen.
Expense
Date Book, To Do List
Chapter2 Using basic applications 108
Performing common tasks
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 the text that you
select in an application.
Selecting text in an application
1Tap the beginning of the text that you want to select.
2Drag the stylus over the text to highlight it.
Notes
•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.
Edit menu
To display the Edit menu, tap the Menu icon and then select Edit.
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 done
by using backspace.
Cut Removes the selected text and stores it temporarily in the
memory of your CLIÉ handheld. You can paste the text
you cut into another area of the current application or
into a different application.
Copy Copies the selected text and stores it temporarily in the
memory of your CLIÉ handheld. You can paste the text
that you copy into another area of the current application
or into a different application.
Paste Inserts the text that you cut or copied 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.
Select All Selects all of the text in the current record or screen. This
enables you to cut or copy all of the text and paste it
elsewhere.
Keyboard Opens the onscreen keyboard. When you finish with the
onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti character strokes.
Use this command any time you forget a stroke for a
character.
Chapter 3
Exchanging and updating data
using a HotSync® operation
This chapter describes how to select HotSync® operation options and how to perform
a HotSync operation via cradle, infrared communications port, or network. Other
advanced HotSync operations include how to use file link functions and how to
import data from Windows applications.
Contents
What is a HotSync® operation? .............................................. 111
Performing a local HotSync® operation with the cradle.......... 112
Using the Palm™ Desktop for CLIÉ software.......................... 114
Starting the Palm Desktop for CLIÉ software ...................... 114
Basic operations of the Palm Desktop for CLIÉ software ..... 114
Locating the Palm Desktop for CLIÉ components ................ 115
Advanced HotSync® operations .............................................. 116
Setting the HotSync® setup options ................................... 116
Customizing HotSync application settings (Conduit) ........... 118
Conducting an IR HotSync operation .................................. 120
Conducting a HotSync operation via modem ...................... 123
Conducting a HotSync operation via a network .................. 129
Importing data from a Windows application....................... 134
Synchronizing with external data (File Link) ........................ 136
Chapter3 Exchanging and updating data using a HotSync® operation 111
What is a HotSync® operation?
A HotSync® operation is a one-step operation that allows you to
synchronize data between your CLIÉ handheld and your computer. With
just one press on the HotSync button, you can synchronize your CLIÉ
handheld application data with the Palm™ Desktop for CLIÉ software data
on your computer, back up the data of your CLIÉ handheld on your
computer, or install add-on applications.
1Synchronize the Date Book, the Address Book, the To Do List, the Memo
Pad, and the Expense data on your CLIÉ handheld and your computer.
The Palm Desktop for CLIÉ software can manage the data of multiple
CLIÉ handhelds independently.
2Back up the data stored on your CLIÉ handheld onto your computer.
Synchronization ensures that your data is always safe and up-to-date. In
case you need to perform a hard reset, a HotSync operation allows you to
restore the data.
3Import the data on your computer or install add-on applications onto
your CLIÉ handheld.
Chapter3 Exchanging and updating data using a HotSync® operation 132
Advanced HotSync® operations
8Tap Done.
9Tap the Menu icon.
10
Tap Conduit Setup from the Options menu.
Follow the instructions in “To select the conduits for a modem HotSync
operation ” on page 127.
11
Perform a HotSync operation via modem.
Follow the instructions in “Performing a HotSync operation via modem”
on page 128.
When connecting via cable to the network computer (LAN Sync)
1Rotate the Jog Dial navigator to select HotSync and then
press the Jog Dial navigator. Or tap the HotSync icon on
the Application Launcher screen.
The HotSync screen appears.
2Tap the Menu icon.
3Tap LAN Sync Prefs from the Options menu.
The LANSync Preferences screen is displayed.
Continued on next page
Chapter4 Communicating using your Sony CLIÉ Handheld 139
Beaming between your Sony CLIÉ Handheld and another Palm
OS® PDA
Beaming information
You can beam a record, business card, or category of records between your
CLIÉ handheld and another Palm OS PDA.
1Locate the record, business card, or category you want to
beam.
2Tap the Menu icon.
3Tap one of the following from the Record menu:
•The Beam command for an individual record
•In Address Book only: Beam Business Card
•Beam Category
4When the Beam dialog box appears, point the IR port directly
at the IR port of the receiving handheld.
Tip
For best results, your CLIÉ handheld and another Palm OS PDA should be 4 to 8
inches (approximately 10 to 20 centimeters) apart, and the path between the two
handhelds must be clear of obstacles and shielded from fluorescent lighting.
Beaming distance to other Palm OS PDA handhelds may be different.
5Wait for the Beam dialog box to indicate that the transfer is
complete before you continue working on your CLIÉ
handheld.
Specyfikacje produktu
| Marka: | Sony |
| Kategoria: | PDA |
| Model: | PEGN760C PDA |
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