Palm Tungsten W PDA Phone Instructions
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Synchronizing e-mail between the handheld and the desktop 227 When you receive a message with an attachment on your handheld, the file is converted to the DataViz format on the handheld when you perform a HotSync operation. You can then read and edit the file in Documents To Go on the handheld. In the Palm VersaMail HotSync Conduit, you can turn off DataViz Documents To Go plug-ins or select other plug-ins. To turn off attachment conversion plug-ins: 1.Click the HotSync Manager icon in the Windows system tray. 2.Select Custom. 3.Select VersaMail in the Conduit list. 4.Click the Attachment Conversion tab. 5.To deselect a plug-in, select Not Selected from the drop-down list. To select a plug-in, select Selected from the drop-down list. 6.Click OK. Documents To Go plug-ins are configured automatically
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 228 Synchronizing an account To synchronize accounts, you must set the HotSync action for the VersaMail application in the HotSync Manager. You can, however, exclude e-mail accounts from a HotSync operation. TIPIf you don’t want an account synchronized, deselect the check box Select this check box to synchronize this e-mail account when you perform a HotSync operation. To select which accounts are synchronized during a HotSync operation: 1.Click the HotSync Manager icon in the Windows system tray. 2.Select Custom. 3.Select VersaMail in the Conduit list. 4.Click Change. 5.Select one of the following: – Synchronize Active Accounts: Select this option to include active accounts in the next HotSync operation. For an account to be synchronized, you must have selected the option Check this box to synchronize this mail account when you performed a HotSync operation. – Do Nothing: Select this option to exclude e-mail accounts from the next HotSync operation. 6.(Optional) Select Set as Default to apply the options you selected to all subsequent HotSync operations. Otherwise, the settings apply to the next HotSync operation only. 7.Click OK. 8.Perform a HotSync operation.
Going beyond the basics 229 Going beyond the basics Many of the VersaMail application features, such as getting and sending e-mail, you use daily. Other features are used less frequently but are especially valuable in certain situations. For example, filtering e-mail is helpful if you are traveling and want to receive messages only from certain people or about specific subjects. Filters and other special features are discussed in this chapter. This section describes the following: nCreating and using filters to determine which e-mail you actually view nManaging mail settings nAdding APOP to an account nAdding ESMTP to an account nCopying text from an e-mail message for use in other applications nUsing the command bar nViewing e-mail header details nBacking up your mail databases nSynchronizing IMAP folders wirelessly nAccessing corporate e-mail nA summary of the VersaMail application navigator controls and keyboard shortcuts Setting server options for an IMAP account To set mail retrieval server options for an IMAP account: 1.Ta p N e x t . 2.If you want only unread mail to be downloaded to your handheld, make sure Get unread mail ONLY is selected. If you don’t choose this option and you tap Get & Send, all e-mail in your Inbox is downloaded. 3.Ta p M o r e .
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 230 4.If you want to limit the maximum size of an incoming e-mail message, tap the maximum size field and enter the size in kilobytes. 5.Tap the check box to delete messages on the server when they are deleted in MultiMail Deluxe. If you are selecting this option for an account you created, such as a Yahoo or Earthlink account, the messages are deleted the next time you access your Yahoo account on the web. 6.Ta p O K . 7.Tap Finish. 8.Ta p D o n e . Managing mail filters Filters provide efficient ways to manage e-mail retrieval and storage. When you tap Get Mail or Get & Send, filters determine which e-mail messages are downloaded to your handheld and in which folder the downloaded messages are stored. For example, you may want to file e-mail about sales meetings in a Sales folder. You can create a filter that automates this action, so that whenever you receive e-mail about sales meetings, it is immediately sent to the Sales folder, which you created in the filters screen. Creating mail filters To create a mail filter, you select various criteria, such as To, From, and Contains. This information makes up the filter statement. For example, if you want stock quotes from your online brokerage service sent to a specific folder, you can filter those e-mail messages and store them in the Inbox
Going beyond the basics 231 folder. The filter statement, which is displayed in the Filter Editor, is shown in the following figure. To create a filter: 1.Press Function + Menu . 2.Select Options, and then select Filters. 3.Ta p N e w. 4.Enter a short description of the filter in the Name field. 5.Use the If the pick lists to create criteria for the filter. The three pick lists and the edit line combine to create a statement that identifies the type of e-mail and where you want the e-mail stored. For example, a filter might read, “If the [Subject] [Contains] sales meeting, Then get mail and move to [Sales].” When you use this filter to sort incoming e-mail, any e-mail containing sales meetings in the subject line is filed in the Sales folder. To pick listSelect the message header field with the information contained in the edit line: To, From, Subject, cc, Date, Size. For example, you might select Date to download only messages that are less than a certain number of days old. Contains pick listSelect a filter action: Contains, Starts with, Does NOT Contain.
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 232 6.Press Function + Enter , or tap OK. The filter appears in the Filters list. Selected filters execute in the order in which they appear on the list. Move filters up and down the list to ensure that they execute in the correct order. NOTEFilters created on the handheld also apply to e-mail synchronization. See “Synchronizing an account” earlier in this chapter for more information. Turning filters on and off By default, a filter that is turned on or selected affects all subsequent downloads of e-mail until you deselect it. More than one filter can be in effect at once. Before you download e-mail, be sure to turn on the filters you want and turn off those you don’t want. To turn a filter on or off: 1.Press Function + Menu . 2.Select Options, and then select Filters. Edit lineEnter the text that must be found in the header field. For example, if you want to sort e-mail with the subject Sales, enter “Sales.” If you enter more than one criteria, separate each with a comma, for example—Sales, New York. Then get mail and move to pick listSelect the folder or mailbox into which you want your filtered e-mail to go. You can also create a new folder for storing the incoming e-mail. Tap Edit Folders, and then create a new folder or delete or rename existing ones. Tap the icon and then move the filter up or down in the list
Going beyond the basics 233 The Filters dialog box appears with the filters you created. 3.Tap the pick list in the upper-left corner, and select Connected or Synchronize. – Connected applies a filter to a modem transaction. – Synchronize applies a filter to a HotSync operation. 4.Tap the filter check boxes to select the filters you want to use for subsequent e-mail transactions. IMPORTANTIf you deselect a filter listed under Connected, be sure that the filter is deselected also under Synchronize. 5.Press Function + Enter , or tap OK. Editing or deleting a filter You can edit a filter to change its name or the criteria in the filter. To edit or delete a filter: 1.Press Function + Menu . 2.Select Options, and then select Filters. 3.Tap the name of the filter. Filters with a check mark are turned on
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 234 4.Do one of the following: – To edit the filter, revise your entry in the Name field and/or your selections in the pick lists, and revise the text in the edit line. Tap OK. – To delete the filter, tap Delete, and then tap Yes to confirm deletion. 5.Press Function + Enter , or tap OK. Managing mail settings You can configure advanced mail settings such as server information, incoming and outgoing mail server options, and more for each e-mail account. To select the account whose settings you want to manage: 1.In your Inbox or another folder screen, press Function + Menu . 2.Select Options. 3.Select Mail Servers. 4.Tap the Account pick list, and then tap Edit Accounts. 5.Tap the name of the account whose settings you want to manage, and then tap OK. Shows server settings for current account. Tap the Account pick list to edit the account All e-mail accounts appear in the list
Going beyond the basics 235 To change the protocol type: 1.In the Server Settings screen, tap the Protocol pick list, and then tap POP or IMAP. 2.Press Function + Enter , or tap OK. To change your username or password: 1.In the Server Settings screen, enter a new username. Your username is typically the first part of your e-mail address, which appears before the @ symbol. 2.Tap the Password box, and enter a new password in the Password Entry dialog box. 3.Press Function + Enter , or tap OK.
Chapter 17 Using Palm™ VersaMail™ Personal E-mail Software 236 To set a default service for this account (different from the default service for your handheld): 1.In the Server Settings screen, tap the Always Connect Using check box. 2.Tap the connection type you want from the Services pick list. 3.Press Function + Enter , or tap OK. NOTESelect this option only if you want a given e-mail account to use a different service from the default service you set for your handheld. For example, you may have selected a default service that uses the built-in GPRS radio on your handheld to make a network connection. However, for your Earthlink account, you may want to switch to the Earthlink service, which uses dial-up GSM to make a network connection. To do this, tap this check box, then select Earthlink from the Services pick list. Leave this box deselected if you want to use your default handheld service for this e-mail account. See Chapter 21 for information on setting connection types and selecting a default service for your handheld. See “Selecting a different service for a given e-mail account” earlier in this chapter for details on using a different service for a specific e-mail account. Tap to change the service connection for this e-mail account only from your default handheld service connection Select a service connection for this e-mail account only