Handspring Treo 90 Handheld User Guide

							Chapter 8Page 171
Creating a user profile
If you need to configure several Palm OS® handhelds with specific information (such as a 
company phone list) before distributing them to their actual users, you can create a user profile 
to load the data into a handheld without associating that data with a user name. The User Profile 
feature is designed only for the first-time HotSync operation, before you assign a User ID to a 
particular handheld. 
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles. 
4. Click New.
5. Enter a unique name for the profile, and click OK. 
6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to 
Palm Desktop software. 
7. Select the profile from the User list and create the data for the profile (e.g., company phone 
list, etc.). 
						

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To use a profile for the first-time HotSync operation:
1. Connect the new handheld to the HotSync cable.
2. Press the HotSync button on the cable.
3. Click Profiles.
4. Select the profile that you want to load on the handheld, and click OK.
5. Click Yes to transfer all the profile data to the handheld.
The next time you perform a HotSync operation, Palm Desktop software prompts you to assign 
a user name to the handheld.
Synchronizing with your 
desktop e-mail application
Palm™ Mail is an application that lets you synchronize with the e-mail application on your desktop 
computer. You can read, reply to, compose, and delete e-mail on your handheld. To send or 
receive e-mail, you simply perform a HotSync operation either locally, using the HotSync cable or 
the infrared port on your handheld, or remotely, using an optional modem or a network as 
described earlier in this chapter. 
The key to Palm Mail is that it truly synchronizes the mail in the Inbox of your desktop e-mail 
application with the mail on your handheld. For example, if you delete e-mail items from Palm 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 
handheld and leave it in your Inbox, your next HotSync operation marks it as read in your desktop 
e-mail application.
In Palm 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 
handheld retrieves from your desktop E-mail application.
nUse your handheld and its HotSync cable or with infrared communication to send and retrieve 
e-mail items from your desktop e-mail application.  
						

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Preparing your computer to synchronize desktop e-mail
Before you use Palm 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. 
Palm Mail supports a number of Windows desktop e-mail applications, such as Microsoft Outlook 
(version 4.0 or higher), QUALCOMM 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 Palm 
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 handheld by means of special connection software, called a 
conduit, that lets you synchronize your desktop e-mail application and your handheld. Contact the 
vendor of your e-mail application or visit the web site www.handspring.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 Palm Mail during the installation. If you have 
not yet installed Palm Desktop software, install it now.
To set up Palm Mail:
1. Click Start in the Windows taskbar.
2. Highlight Programs, highlight Handspring (or Palm), and then click Mail Setup to begin setup.
3. Follow the instructions onscreen to set up your handheld for use with your desktop e-mail 
application.
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. 
						

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5. Click one of the following settings:
Tip: To turn off Palm Mail, select Do Nothing and then select the Set As Default check box.
To change your Palm 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.
Using Palm Mail on your handheld
After you enable and configure Palm Mail, perform a HotSync operation to synchronize Palm Mail 
with your desktop e-mail application. The following section explains how to use Palm Mail on your 
handheld.
To open Palm Mail:
1. Press Option   and then press Menu   to access the Applications Launcher. 
2. Use the scroll buttons to select the Mail icon  .
3. Press Return   to launch the application.Synchronize 
the filesSynchronizes the mail on your handheld and your desktop e-mail application.
Desktop 
overwrites 
handheldReplaces the mail on your handheld 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 NothingTurns off communication between your handheld 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 Palm 
Mail, Synchronize the files is the default setting.) 
						

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Viewing e-mail items
The Message list displays a list of your incoming e-mail items, 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.
To open an e-mail item:
1. Use the scroll buttons to select the message you want to open.
2. Press Space   to open it.
To close an e-mail item:
nHold Option   and press Return   to close the e-mail item.
Displaying full header information
By default, Palm 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. Palm 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. 
Previously read
Recipient
Sender
Time and date sent
E-mail body SubjectHeader mode icons 
						

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Creating e-mail items
You create e-mail items with your handheld 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. 
To create an e-mail item:
1. Press Menu  . 
2. Under Message, select New (/N).
3. 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.
4. 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.
5. In the Subj: field, enter a subject for your e-mail item. 
6. In the Body: field, 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 example, tap “To:”) to expand that field. Hold Option   and 
press Return   to return to the New Message screen. 
						

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To reply to an e-mail item:
1. Open 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. Hold Option   and press Return   to finish.
6. Enter the text of your reply.
Tip: You have several options including setting the priority. See page 178 for details.
7. Tap Send to place your reply in the Outbox.
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 Contacts list. 
Tap to return to New Message screen Tap the name of the field to open 
						

							Page 178  Advanced HotSync® Operations
To look up an e-mail address:
1. Tap either the To: or CC: field name to expand it.
2. Enter the first few letters of the last name of the person whose address you want to find. 
3. Press Menu  . 
4. Under Options, select Lookup (/L).
5. If the letters you enter identify a unique listing from your Contacts list, your handheld 
completes the address for you. If not, the Lookup dialog box appears and lists all records that 
contain information in an E-mail field.
6. 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.”
7. Tap an address to select it.
8. Tap Add.
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 handheld cannot attach that attribute 
to the e-mail item.
Tap 
Lookup
Tap here to enter address in field
Tap to select 
						

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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.
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. Hold Option   and press Return   to finish.
Tip: Your handheld can flag e-mail items with a specific priority only if your desktop e-mail 
application supports this feature. PriorityFlags an e-mail item as High, Normal, or Low priority.
BCCCreates a blind carbon copy field in the New Message screen. 
SignatureAttaches previously defined text as the closing of an e-mail item. See page 
180 for details.
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
Tap here
Tap to select priority 
						

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Sending a blind carbon copy
To add a BCC field to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the BCC check box to select it.
3. Hold Option   and press Return   to finish.
4. Tap the BCC: field and enter an address. 
Adding a signature to your e-mail item
A signature consists of information about yourself that is appended to your e-mail item as its 
closing. For example, a signature can contain your name, address, phone and fax numbers, and 
any other text you want to include. By defining such information as a signature, you save yourself 
the trouble of having to enter it every time you create an e-mail item. 
Adding a signature to your message is a two-part process. First, you create your signature. Then 
you select the Signature option. 
To create a signature:
1. Press Menu  . 
2. Under Options, select Preferences (/R).
3. Tap the Signature text field and enter the text of your signature. 
4. Hold Option   and press Return   to finish.
BCC field
Add signature 
text here