3Com Palmone V Organiser Instructions Manual
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Chapter 5 Page 113 Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm V™ organizer that help you stay organized. This chapter describes the features that help you stay connected. nManaging desktop E-Mail: Using your organizer, you can read, reply to, compose, and delete e-mail from your desktop E-Mail application while you’re away from your desk. nIR beaming: The infrared port located at the top of your organizer lets you send data from your organizer — including entire applications — to any other Palm Computing ® connected organizer that’s close by and also equipped with an IR port. Managing desktop E-Mail away from your desk Mail lets you manage the e-mail that you send and receive through the E-Mail application on your desktop computer. You can read, reply to, compose, and delete e-mail on your organizer; but to send or receive e-mail, you must perform a HotSync ® operation either locally, using the organizer cradle, or remotely, using a Palm V™ Modem. The key to Mail is that it truly synchronizes the mail in the Inbox of your desktop E-Mail application with the mail on your organizer. For example, if you delete e-mail items from Mail, your next HotSync operation also deletes the e-mail items from your desktop E-Mail application, so you never have to delete e-mail items twice. Similarly, if you read an e-mail item on your organizer and leave it in your Inbox, your next HotSync operation marks it as read in your desktop E-Mail application.
Page 114 Communicating Using Your Organizer In Mail, you can do the following: nView, delete, file, and reply to incoming mail. nCreate outgoing e-mail items and drafts of e-mail items. nCreate simple or complex filters, which allow you to decide the type of e-mail that your organizer retrieves from your desktop E-mail application. nUse your organizer in its cradle to send and retrieve e-mail items from your desktop E-Mail application. Setting up Mail on the desktop Before you use Mail for the first time, make sure your desktop E-Mail application is up and running. You must also set up Palm™ Desktop software for use with your desktop E-Mail application. Your organizer supports a number of desktop E-Mail applications, such as Microsoft Exchange (version 4.0 or higher), Eudora (version 3.0.3 or higher), and Lotus cc:Mail (versions 2.5, 6.0, and 7.0). You can see the full list of the supported applications when you set up Mail. If your desktop E-Mail application does not appear on the list, you may still be able to manage your desktop E-Mail application from your organizer by means of special connection software, called a conduit, that lets you synchronize your desktop E-Mail application and your organizer. Contact the vendor of your E-Mail application or visit the web site http://www.palm.com for more information. Note:The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Mail during the installation. If you have not yet installed the Palm Desktop software, the installation procedure prompts you to set up Mail as part of the Palm Desktop software installation. To set up Mail: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your organizer for use with your desktop E-Mail application.
Chapter 5 Page 115 To select HotSync options: 1. Click the HotSync icon Ô in the Windows system tray (bottom- right corner of the taskbar). 2. Choose Custom. Tip:You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings: Synchronize the filesSynchronizes the mail on your organizer and your desktop E-Mail application. Desktop overwrites handheldReplaces the mail on your organizer with the mail in your desktop E-Mail application. You should use this option only if, for some reason, the two inboxes get out of sync. This setting applies for only one HotSync operation and then reverts back to the default setting. Do Nothing Turns off communication between your organizer and desktop E-Mail application. This setting applies for only one HotSync operation and then reverts back to the default setting. Set As DefaultChanges the default setting on an ongoing basis. (When you first set up Mail, Synchronize the files is the default setting.)
Page 116 Communicating Using Your Organizer Tip:To turn off Mail, select Do Nothing and then select the Set As Default check box. To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. Tip:You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6. Click OK. Synchronizing Mail with your E-Mail application After you enable and configure Mail, you need to perform a HotSync operation to synchronize Mail with your desktop E-Mail application. For a complete explanation of HotSync technology, see Chapter 6. Opening the Mail application on your organizer To open Mail: 1. Tap the Applications icon . 2. Tap the Mail icon . Viewing e-mail items The Message List lists the items of your incoming e-mail, who sent them, and the date they were received. E-mail items you’ve read have a check next to them. High-priority e-mail items appear in bold. Previously read
Chapter 5 Page 117 To open an e-mail item: nTap an e-mail item to open it. To close an e-mail item: nTap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created. Mail uses the header type you select for all your e-mail items. To display full header information: 1. Open an e-mail item. 2. Tap the Complete Header icon. Tip:To redisplay the abbreviated header, tap the Abbreviated Header icon. Creating e-mail items You create e-mail items with your organizer the same way you create e-mail with your desktop E-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen. All e-mail items must, at the very least, contain information in the To: and Subj: fields. Recipient Sender Time and date sent E-mail body SubjectHeader mode icons
Page 118 Communicating Using Your Organizer To create an e-mail item: 1. Tap New. Tip:You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note:Enter the address as if you were entering it from your desktop E-Mail application. For example, network users sending an e-mail item to a user on the same network do not need to add Internet information, such as @mycorp.com. 3. To send a copy of this e-mail item to additional recipients, tap the CC: field, and then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space. 4. Tap the Subj: field and enter a subject for your e-mail item. 5. Tap the Body: field and enter the text of your e-mail item. Tip:If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for Tap New
Chapter 5 Page 119 example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. To reply to an e-mail item: 1. Tap an e-mail item in the Message List to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didn’t see the original e-mail item (Forward). 4. Select whether you want to include original text or comment original text. 5. Tap OK. 6. Enter the text of your reply. Tip:You have several options including setting the priority. See “Adding details to e-mail items” later in this chapter. 7. Tap Send to place your reply in the Outbox. Tap to return to New Message screen Tap the name of the field to open
Page 120 Communicating Using Your Organizer Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book. To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter first few letters of the last name of the person whose address you want to find. 3. Tap Lookup. 4. If the letters you enter identify a unique listing from your Address Book, your organizer completes the address for you. If not, the Lookup dialog box appears and lists all records that contain information in an E-mail field. Tip:You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti ® Command stroke /L. 5. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an additional letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “Sanders,” and writing “sm” scrolls to “Smith.” 6. Tap an address to select it. 7. Tap Add. Tap Lookup
Chapter 5 Page 121 Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your organizer cannot attach that attribute to the e-mail item. The following details are available: Note:The Priority and BCC settings are valid only for the current e-mail item and must be set for each item you create. Priority Flags an e-mail item as High, Normal, or Low priority. BCC Creates a blind carbon copy field in the New Message screen. Signature Attaches previously defined text as the closing of an e-mail item. See “Adding a signature to your e-mail item” later in this chapter. Confirm ReadRequests a confirmation telling you when the e-mail item was read. Confirm DeliveryRequests a confirmation telling you when the e-mail item was delivered. Tap here to enter address in field Tap to select
Page 122 Communicating Using Your Organizer Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Priority pick list and select the priority you want. 3. Tap OK. Tip:Your organizer can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature. Sending a blind carbon copy To add a BCC field to your e-mail item: 1. Tap the BCC check box in the Message Details dialog box to select it. 2. Tap OK. Tap here Tap here Tap to select priority