®
MODEL
OZ-5500
ELECTRONIC ORGANIZER
OPERATION MANUAL
Quick Start ............................................. 8
Getting Started .................................... 41
General Operation ............................... 55
Time Management............................... 69
Creating Your Own Database ............. 95
Memo and Outlining .......................... 103
Desk Accessories .............................. 117
Money & Account Management ........ 133
Features and Utilities for
Added Power ..................................... 161
Using the Optional Peripherals ......... 169
Personalizing Your Organizer ........... 183
Appendices ........................................ 191
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Introduction
•
•
SHARP assumes no responsibility, directly or indirectly,
for financial losses or claims from third persons resulting
from the use of this product and any of its functions,
such as stolen credit card numbers, the loss or
alteration of stored data, etc.
Congratulations on purchasing the OZ-5500 Organizer.
Please read this operation manual thoroughly to familiarize
yourself with all the features of the unit and to ensure years
of reliable operation. You may also find it useful to keep this
operation manual on hand for reference.
The information provided in this manual is subject to
change without notice.
Some of the accessories described in this manual may not
be available at the time you purchase this product.
Check with your local SHARP dealer concerning
availability.
All company and/or product names are trademarks and/or
registered trademarks of their respective manufacturers.
NOTICE
•
SHARP strongly recommends that you keep separate
permanent written records of all important data. Data
may be lost or altered in virtually any electronic memory
product under certain circumstances. Therefore,
SHARP assumes no responsibility for data lost or
otherwise rendered unusable whether as a result of
improper use, repairs, defects, battery replacement, use
after the specified battery life has expired, or any other
cause.
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1
Contents
Setting the Start-up Display........................... 48
Setting the Password and Locking the
Organizer ....................................................... 49
Setting the World City .................................... 49
To start working with the Organizer............... 49
Turning the Organizer on and off .................. 50
Setting the LCD contrast to suit various
Introduction ...................................................... 1
Contents ........................................................... 2
Quick Start ........................................................ 8
Answers to Commonly Asked Questions.... 32
What Your Organizer Can Do ........................ 36
About this Manual .......................................... 37
Conventions Used in this Manual ................ 39
Caring for the Organizer................................ 40
lighting conditions .......................................... 50
Turning off the initial display .......................... 50
Turning the key beep on and off.................... 51
Getting to Know Your Organizer.................. 51
Applications ................................................... 51
Menu operations ............................................ 52
Pop-up menus ............................................... 52
The keyboard ................................................. 52
Display symbols............................................. 53
Built-in help and other messages .................. 53
Chapter 1 Getting Started ............................ 41
Part Names and Functions.......................... 42
Getting the Organizer Up and Running....... 43
Installing the batteries.................................... 43
Initializing ....................................................... 44
Setting up the Organizer after Initialization . 45
Welcome messages and instructions............ 45
Setting the Owner’s Information .................... 45
Setting the Clock ........................................... 46
Setting the User’s Preferences...................... 47
Tel/User File Templates ................................ 47
Chapter 2 General Operation ....................... 55
Opening an Application ............................... 55
Selecting the Display Modes ....................... 56
Index mode .................................................... 56
View mode ..................................................... 57
Edit mode....................................................... 57
Creating a New Entry .................................. 58
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2
The Monthly view........................................... 70
The Monthly view: Monthly Goals display ..... 70
The Weekly view ........................................... 71
The Daily view ............................................... 71
Finding entries using the Calendar views ..... 72
Selecting a date ............................................. 72
Making new Schedule, To Do and
Editing an Existing Entry ............................. 59
Editing Techniques ...................................... 59
Fields ............................................................. 59
The cursor...................................................... 60
Typing in text ................................................. 60
Moving around the display ............................ 61
Inserting and overwriting text ........................ 61
Deleting text................................................... 61
Working with blocks of text ............................ 61
Scrolling the display................................ 62
Finding Specific Entries in Your Organizer.. 63
Using Index mode.......................................... 63
Using keywords ............................................. 63
By date........................................................... 64
Deleting Entries ........................................... 65
Deleting single entries ................................... 65
Deleting entries using the application menu . 65
Checking the Time and Date ....................... 66
Checking the Memory ................................. 67
The TOOLS Menu - the Organizer’s Basic
Utilities ......................................................... 68
Ann entries..................................................... 72
The Calendar application menu .................... 73
The Schedule Application............................ 74
Making new entries........................................ 74
Finding Schedule entries ............................... 75
Moving appointments and editing entries...... 75
Deleting entries.............................................. 76
Selecting a specific date................................ 77
Making entries for recurring and extended
events ............................................................ 77
Setting a Schedule alarm .............................. 79
The Schedule application menu .................... 80
The To Do Application ................................. 80
Making new entries........................................ 80
Finding entries using Index mode ................. 82
Controlling how the Calendar displays
Chapter 3 Time Management ....................... 69
The Calendar Application ............................ 69
Selecting a Calendar view ............................. 69
To Do information .......................................... 83
Using keywords ............................................. 83
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Editing entries ................................................ 84
Checking off completed entries ..................... 84
Using categories ............................................ 85
Deleting To Do entries ................................... 88
The To Do application menu ......................... 89
The Ann (Anniversary) Application .............. 90
Making new entries........................................ 90
Finding entries ............................................... 91
Editing Ann entries ........................................ 92
Deleting Ann entries ...................................... 92
The Ann application menu............................. 93
Customizing the Index display..................... 101
Modifying the Index sort order ..................... 101
Modifying the templates............................... 102
Chapter 5 Memo and Outlining.................. 103
The Memo Application............................... 103
Creating documents .................................... 103
Finding entries ............................................. 104
Editing Memo entries ................................... 105
Deleting Memo entries................................. 105
Changing the way text is displayed ............. 106
Turning word wrap on and off...................... 107
The Memo application menu ....................... 107
The Outline Application ............................. 107
Creating an outline ...................................... 107
Locating outlines.......................................... 109
Displaying full topics .................................... 109
Revising outlines ......................................... 110
Deleting Outline topics................................. 112
Using subtopics (children) ........................... 113
The Outline application menu...................... 116
Chapter 4 Creating Your Own Database ..... 95
The Tel and User File Applications .............. 95
Selecting a file ............................................... 96
Creating new entries...................................... 96
Finding entries ............................................... 96
Editing entries ................................................ 97
Deleting file entries ........................................ 98
The Tel application menu .............................. 98
The User File application menu..................... 98
Customizing the Tel and User File
Chapter 6 Desk Accessories...................... 117
The Calc (Calculator) Application .............. 117
Using the arithmetic calculator .................... 117
The paperless printer................................... 118
Applications ................................................. 99
Changing file names ...................................... 99
Configuring fields ......................................... 100
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4
Calculating dates ......................................... 120
Using the Calculator with other
Viewing account information ....................... 137
Editing or viewing account details ............... 137
Entering Money Tracking transaction.......... 137
Viewing account transactions ...................... 140
Displaying transactions in detail:
applications .................................................. 121
When E appears .......................................... 122
Cost/Selling price/Markup and Cost/
Selling price/Margin calculations ................. 122
Setting the number of decimal places ......... 123
Calculation examples .................................. 124
The Calc application menu .......................... 125
The Clock Application................................ 126
Changing the Local city ............................... 126
Setting the time and date ............................ 127
Checking the time in a city .......................... 128
Adding a User-defined city .......................... 129
Daylight Saving Time (DST) ........................ 130
Setting daily alarms ..................................... 130
The Clock application menu ........................ 132
View mode ................................................... 141
Editing/updating existing transactions:
Edit mode..................................................... 141
Listing all transactions ................................. 142
A closer look at Money Tracking
transactions ................................................. 142
Using the Filter to display selected
transactions ................................................. 143
Canceling an active Filter ............................ 145
About Categories....................................... 145
Using the pre-defined Categories................ 145
Adding your own Categories ....................... 146
Editing Category names .............................. 146
Using Categories ......................................... 147
The SPLIT function ...................................... 147
Automatic transfers...................................... 149
Making a transfer for a SPLIT transaction... 151
Account balancing & reconciliation ........... 152
Performing account balancing ..................... 152
Marking transactions as CLEARED ............ 152
Chapter 7 Money & Account
Management ................................................. 133
Money Tracking application....................... 133
What it can do.............................................. 133
Introducing Money Tracking concepts......... 133
Things to Know about Money Tracking ....... 134
Setting up Money Tracking accounts .......... 135
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5
Postponing the ACCOUNT BALANCING
Deleting filtered entries................................ 166
Special Characters .................................... 167
procedure..................................................... 153
Balancing the account and reconciling the
transactions ................................................. 154
Handling unbalanced accounts ................... 155
Removing transactions after account
Chapter 9 Using the Optional
Peripherals ................................................... 169
The Peripherals Menu ............................... 169
Printing from the Organizer ....................... 170
Setting printer emulation ............................. 170
Printing the current display .......................... 171
Printing a single entry .................................. 171
Printing a specified group of To Do
balancing ..................................................... 156
When the Organizer is Locked .................... 156
Deleting Money Tracking entries ................. 157
Money Tracking application menu............... 160
Chapter 8 Features and Utilities for
entries .......................................................... 171
Printing Schedule entries for specific
Added Power ................................................ 161
Copying or Moving Blocks of Text ............. 161
Copying or Moving Entries ........................ 162
The Time Stamp and Date Stamp
periods ......................................................... 172
Printing all entries ........................................ 172
Transferring Data....................................... 173
Transferring between OZ-5500
Functions ................................................... 163
The Word Key ........................................... 164
Defining your words or phrases................... 164
Inserting a word or phrase........................... 164
Editing a word or phrase.............................. 165
Deleting a word or phrase ........................... 165
The Filter Function .................................... 165
Turning the Filter on .................................... 165
Turning the Filter off .................................... 166
Organizers ................................................... 174
Exchanging data with other Organizers ...... 176
The IN BOX and IN BOX VIEWER ........... 178
Removing entries to their destination
application.................................................... 178
Assigning entries to IN BOX from
applications.................................................. 179
Exchanging Information with a Personal
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6
Computer................................................... 180
Points to remember when using
peripherals................................................. 181
B. Resetting the Organizer........................ 196
All reset operation........................................ 197
C. Troubleshooting .................................... 198
D. Battery Replacement ............................ 198
General guidelines....................................... 198
Replacing the operating batteries................ 199
Replacing the memory backup battery........ 200
E. Specifications........................................ 202
Chapter 10 Personalizing Your
Organizer ...................................................... 183
The Start-Up Display ................................. 183
Selecting the start-up display ...................... 183
Responses to the start-up display ............... 184
Setting the Owner’s Information .................. 185
Locking the Organizer ............................... 186
Turning on the Lock ..................................... 186
Marking/unmarking entries as Secret .......... 187
Accessing Secret entries ............................. 187
Automatic Relocking .................................... 188
Changing or deleting the password ............. 188
If you forget your password... ...................... 188
Changing the Calendar Display Format .... 189
Setting the monthly format .......................... 189
Setting up the default Calendar view .......... 189
Setting up the date format ........................... 190
Selecting the Bold display font .................. 190
Index.............................................................. 205
Appendices................................................... 191
A. List of Key Notations............................. 191
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7
Quick Start
Important things to do
1. Complete and return the Blue registration
card. This allows Sharp to notify you of new
products and accessories for your Organizer
as they become available.
2. Please read through this Quick Start section.
Even if you hate reading manuals, this
section will get you up and running with your
Organizer in just a few minutes. The
Organizer has been carefully designed to be
extremely easy to use, but it will help you
greatly to go through this quick introduction to
setting up and using your Organizer.
3. Read through the section for answers to
commonly asked questions. There is a good
chance that many general questions you may
have about your Organizer will be answered
in this section.
HELP
2nd
4. Press
H
any time you need help
using a particular application on the
Organizer. The on-screen help facility
provides you with a quick reference guide
explaining various options and their functions.
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8
Installing or replacing the batteries
1. Set the battery replacement switch on the bottom of the
Organizer to “REPLACE BATTERIES” (so the red dot
appears). (Fig. 1)
2. Remove the operation battery cover and remove old
batteries. (Fig. 1)
Fig. 1
3. Insert the two batteries on top of the ribbon tab,
as shown in the diagram (Fig. 2)
Fig. 2
4. Replace the operation battery cover. (Fig. 3)
5. Set the battery replacement switch to “NORMAL
OPERATION”. (Fig. 3)
Fig. 3
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9
Initializing the Organizer
After you install the batteries for the first time, you must initialize the Organizer before using it.
1. Press the LOCK button and open the Organizer.
2. While holding down the ON key on the keyboard,
push the RESET button on the back of the
Organizer with a pen or a similar object.
ON
Y
3. When the confirmation message appears, press
to initialize the Organizer.
#Q-3-3
The Organizer then takes you through the set up
procedure, starting with adjusting the LCD contrast.
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10
˜
¶
4. Press
or
to adjust the LCD contrast to your
liking.
#Q-3-4
5. Press ENTER
.
You may have to wait for about 10 seconds before the
next screen appears.
Note that the Start-up continues with “Setting up the
Organizer” on p.12.
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11
Setting up the Organizer
After initializing the Organizer and adjusting the LCD contrast, or after restarting with the SET UP option selected for
START-UP mode, the following steps occur.
1. The welcome screen appears, introducing you to the
Organizer’s features. Press ENTER to continue.
#Q-4-1
2. After the User Setup introduction appears, press
ENTER to continue.
3. After you have read the User Setup Basic Instructions,
press ENTER to continue.
#Q-4-2
4. Enter the Owner Information, pressing
to move
to the next field. (Don’t worry if you make a mistake, you
can change the Owner Information anytime; see Chap.10.)
#Q-4-3
5. Press ENTER to store the information you entered.
6. After the Owner Information confirmation screen appears,
press ENTER to proceed with setting the Clock.
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12
7. You must select your local city before setting the
SPACE
time. If your city is not shown, press
and
#Q-4-4
select USER CITY2, then set up your city later (see
“Adding a User-defined city” in the Clock
application, Chap.6).
ENTER
8. Press
when your city is selected.
9. If your country is currently using Daylight Saving
N
Y
(Summer) Time, press
, otherwise press
.
10. Next, enter the current time in your city, then press
.
Single-digit hours or minutes should be preceded by “0”,
PM
for AM or PM respectively.
AM
eg. 0533. Press
or
#Q-5-6
11. Select the time system you want to use, ie. 12- or
24-hour clock. Press
.
˜
12. Press
and select today’s date from the pop-up
calendar, then press ENTER
.
Use
and
to select the month and the cursor
#Q-5-6 (showing pop-up calendar
& callout text)
keys to select the day.
13. Press ENTER to save.
ENTER
14. The User Setup screen is displayed. After reading, press
to continue customizing your unit
with User's Preferences.
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13
User’s Preferences
#Q-6-2
1. TEMPLATES
Built-in templates have been created for the Tel and User File applications. There are three telephone files
and three user files that can be customized to meet your specific needs.
To customize your Tel files highlight TEL TEMPLATE and press
. Use the cursor to highlight the file
ENTER
˜
you would like to customize. Press
to save.
to bring up a list of template options. Highlight your choice and press
ENTER
To customize your User File files, highlight USER FILE TEMPLATE and press
. Follow the steps
ENTER
above.
2. START-UP DISPLAY
Highlight START-UP DISPLAY and press
. This allows you to choose what you want to see when you
ENTER
turn on the Organizer. Highlight your choice and press
to save.
ENTER
START-UP
ON: displays Owner Information on start-up and requires password if ASK
PASSWORD is set to ON.
OFF: Background appears only.
SETUP: displays User Setup screens on start-up.
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14
BACKGROUND – User can select the background to be displayed on start-up.
ASK PASSWORD – ON: A password is required on start-up if START-UP is also set to ON.
OFF: No password is required.
3. MORE CLOCK SETTINGS
Allows you to choose the World city to be used in the clock display. Use
and
to scroll through
the cities. Highlight your choice and press
to save.
ENTER
4. LOCK ORGANIZER
Allows you to assign a password which will be needed in order to access entries marked as Secret.
5. START ORGANIZING
At any time you can start to actually use the Organizer by highlighting START ORGANIZING and pressing
.
ENTER
The Calendar application opens with today’s date selected.
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15
Making your first entry (in the Tel application)
1. Press
.
NEW
2. Press
.
3. Type in the name, telephone number and address of the
person or company you want to store.
The dark outline around a field indicates that it is
selected for entering information.
#Q-8-1
Indicates that the entry is in Edit mode, so it is
being added or can be modified.
Use
to move between fields. Use BS or DEL to
correct mistakes. Use
to move to a new line in
the name and address fields.
4. Press
when finished to store the new entry.
ENTER
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16
Recording an appointment
NEW
1. Press
, then press
.
2. Today’s date has been given automatically. If you want to
use a different date, move up to the DATE field and press
˜
.
#Q-9-1
Press
or
to select the desired month, then use the arrow
keys to select the day of the appointment. Press ENTER when
done.
3. Move to the TIME field and type in the start and end times for
your appointment, then press
.
4. Type in a description for the appointment (eg. “Meeting with
John”).
#Q-9-2
5. Press ENTER to store the entry.
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17
Changing an appointment
Appointment times can frequently change. Instead of re-typing a new appointment and deleting the old one, you can
change an existing appointment easily.
1. Find the Schedule entry you want to move.
2. Press EDIT
.
#Q-10-1
3. If the appointment time has changed, enter the new
start and/or end times.
˜
4. If the date has changed, move to the DATE field, press
and select the new date from the pop-up calendar, then
#Q-10-2 (showing pop-up
calendar and new date selected)
press
.
ENTER
5. Press
to store the revised appointment.
ENTER
#Q-10-3 (with new date)
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18
Entering a To Do item
NEW
1. Press
then press
.
2. Enter a description of the task to be done, then press
.
3. Enter the DUE DATE, which is the date by which the task must
be completed.
You can assign a priority number which can be used
to sort the entries in Index mode.
Press
to mark any entry as completed.
#Q-11-1
Up to five category fields can be used to selectively
access groups of entries using the Filter function.
4. If desired, enter any other information.
5. Press ENTER to store the entry.
#Q-11-2
6. Press
.
The To Do index appears, showing you the list of all To Do
items.
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19
Using the Calendar views
The Calendar provides three different views: Monthly, Weekly and Daily. Each of these views allows you to see
information stored using the Schedule, To Do and Ann applications.
1. Press Calendar. If the Monthly view does not open, select it
by pressing
, selecting VIEWS and then MONTHLY.
White-on-black display indicates an
Ann entry recording an anniversary or
some other annual event.
An exclamation mark indicates
a To Do item on this day.
An upper dot indicates a Schedule
entry during the morning.
If you de-select HIDE
#Q-12-1
MONTHLY GOALS from
the menu, the next-
month view will be
replaced by the
A lower dot indicates a Schedule
entry during the afternoon or
evening.
MONTHLY GOALS.
2. Use the cursor to highlight a date, then press ENTER
to switch to the Weekly view.
Press
to display additional
information for this day.
#Q-12-2
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20
3. Use the cursor to move to a selected day of the week, then
press ENTER to switch to the Daily view for that day.
Shaded areas on the time bar indicate
appointments. Black areas indicate
appointment conflicts.
#Q-12-3
Press
to mark the selected
entry as completed.
˜
¶
4. Use
and
to select an entry, then press ENTER to
display its full details in the application used to create it.
You can also switch views by pressing
.
NEW
You can press
to open CALENDAR ACTIVITIES, which
allows you to make a new entry for the Schedule, To Do and Ann
applications.
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21
Editing an entry
1. Find an entry that you wish to change (a change of address in
the Tel application is shown here as an example).
2. Press EDIT to go to Edit mode.
3. Move to the field you want to change.
#Q-14-1 (TEL entry with
description highlighted)
4. Make any desired changes.
NEW
NOTE: You can clear any field by pressing
. You can
highlight any text using
and the cursor keys, and then delete the
2nd
text (by pressing DEL ) or cut the text (by pressing
it elsewhere.
to paste
If you make a mistake and want to restore the original entry, simply
press
.
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22
Deleting an entry
1. In any application, select an entry that you want to delete in Index mode, or display it in View mode.
2. Press
.
DEL
A confirmation message appears.
#Q-15-1
Y
3. Press
to confirm the deletion.
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23
Deleting multiple entries
1. Switch to the application in which you want to delete multiple entries.
2. Press
and select DATA DELETION then press ENTER
.
3. Select the group of entries you want to delete and press ENTER
.
(The menu choices will vary depending on the application.)
#Q-15-2
Y
4. A confirmation message will appear. Press
to delete the
selected items.
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24
Searching for information anywhere in the Organizer
2nd
1. Press
.
2. Type in any text stored in the entries you want to find.
#Q-16-1
˜
3. Press
and select the application to want to search in
ENTER
using
and
, then press
.
The application you were using last will always appear as the default.
4. Press ENTER to begin the search.
#Q-16-2
5. Press
to see additional entries that contain the searched
text, then press ENTER when you find the desired entry.
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25
Finding an entry using Index mode
The Index modes for Schedule, Tel, User File, Ann, Memo, Outline, and Money Tracking are very similar.
1. Select an application and press
to go to
Index mode if it is not already displayed.
#Q-17-1
2. Use
and
to scroll through the list until you find
the entry you want.
Type the first letter of the entry to jump to the closest position
in the Index list.
3. Press ENTER to view the desired entry once it is selected.
#Q-17-2
You can also press EDIT to edit the entry, or DEL to delete it.
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26
Copying and pasting text between applications
You may want to copy text from one place to another in the Organizer.
1. Display in Edit mode the entry containing the text you want
to copy.
2. Move to the start of the text you want to copy.
3. While holding down
, use the cursor keys to select the
text you want to copy.
#Q-18-1
Selected text is displayed in reverse (white-on-black).
2nd
4. Press
to copy the selected text.
5. Display in Edit mode the entry to which you want to add
the copied text.
#Q-18-2
#Q-18-3
6. Move the cursor to the position you want the copied text to
2nd
begin, and press
.
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27
Using the Calculator
In addition to working like a standard calculator, the Organizer’s Calculator can work with figures created in another
application.
1. In Edit mode, find an entry containing some figures you
want to calculate.
2. Use
and the cursor keys to select the figures.
#Q-19-1
2nd
3. Press
to copy the figures.
4. Press
repeatedly until the Calculator screen appears.
•
•
5. Press
to bring in the copied figures to the Calculator.
#Q-19-2
You can use the result to perform any other calculations you wish.
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28
Creating a new Money Tracking account
Accounts must be set up before new transactions can be entered.
1. Press
.
2. Press
, select SET UP ACCOUNT and press ENTER
.
NEW
3. When the ACCOUNT LIST appears, press
.
4. Enter the name you want to give the new account, then
press
.
#Q-20-1
˜
5. In the TYPE field, press
and select the account type
from the pop-up list, then press ENTER followed by
.
The type of the account affects the way in which the account is
used. (See Chap.7 for an explanation of account types.)
If a BANK or CREDIT CARD account, enter the
account’s opening balance as it appears on your
latest statement.
#Q-20-2
Enter any important account information, such as the
account number.
Enter any other useful information describing the
account.
6. Press ENTER to store the account.
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29
Entering a new Money Tracking transaction
You can keep track of your account activities by entering transactions.
1. Press
.
ENTER
2. Press
, select SET UP ACCOUNT and press
.
3. From the ACCOUNT LIST, select the account for which you
ENTER
want to enter the new transaction, then press
.
NEW
4. Press
to start entering a new transaction.
5. Today’s date appears in the DATE field as the default, but it
can be changed if desired. Press
when done.
˜
To change the date, press
and use the cursor keys to select
the desired date from the pop-up calendar, then press ENTER
.
6. Enter any other information desired in the appropriate fields,
pressing to move to the next field.
#Q-21-1
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30
7. After you enter the AMOUNT, press
. The remaining
fields are displayed.
Use
and
to select. Wording used varies
according to account type, although the debit
appears on the left and credit on the right.
#Q-21-2
Correct punctuation is inserted automatically.
Optional category used to select certain groups of
entries using the Filter.
Enter any text you want to describe the
transaction.
Used for account balancing; change this to
CLEARED when you have checked the transaction
on your statement (if applicable).
˜
8. Select an optional CATEGORY by pressing
a new category name. Press
, or type in
.
9. Enter additional information in the SPECIAL field if desired.
10. Press ENTER to store the transaction.
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31
Answers to Commonly Asked Questions
The entries don’t look like this in the other
Organizer. What can I do?
Q: My batteries only lasted for two months. Is there
something wrong? Will I lose data in memory
when I change the batteries?
A:
In certain applications, such as Tel, the number of
characters allowed per line is different from that of
other Organizer models. This means that the new line
characters you entered in the older Organizer will not
produce the same formatting in this unit. You will
need to edit the relevant entries and reformat them by
deleting old new line characters and entering new
ones.
A:
There is probably nothing wrong with your Organizer.
Battery life will vary from user to user. A number of
factors will affect battery life, especially how much the
Organizer is used. The battery life is rated at 70 hours
of continuous use. Assuming an average of one hour
per day of continuous use, you would get about two
months of battery life.
Q: I saw the message “There is not enough
memory...” after trying to store an entry. What
does this mean?
When you change the main operating batteries, the
back-up battery will protect data in memory. Be sure
to follow the directions carefully when changing the
batteries.
A:
You have filled your unit with information. Here are
some things you should try in order to free up some
memory:
An optional battery case is available, which will
extend the life of your operating batteries.
1. Check for old Schedule items. Delete those you no
longer need. You can delete all Schedule entries
for an entire month using the Calendar menu.
Q: I have an older model of the SHARP Organizer and
imported the data into this Organizer. But when I
went to the Tel application in my new Organizer,
all of my entries looked strange. Some words
were split in two and some lines ended too early.
2. Check for completed To Do items. You can delete
all completed To Do items using the To Do menu.
3. Check for old Money Tracking transactions. If
they have cleared, you should remove them after
performing Account Balancing.
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32
Q: I want to print out my information. What do I
need?
from SHARP or a third party. You will also need
one of the various PC-Link cables or the CE-IR2
wireless interface for computers. Check with your
local dealer regarding features and availability of
these products.
A:
Here are the things you will need:
1. The SHARP CE-IR1 wireless interface for printers.
2. A standard PC printer cable.
Q: I can’t seem to turn my Organizer on. I changed
the batteries but still nothing happens. What
should I do?
3. Any parallel PC printer that emulates one of the
following printers:
Canon
BJ-10e series
A:
Check the following before sending the unit in for
service:
IBM
Epson
Hewlett-Packard
ProPrinter series
FX series, LQ series
LaserJet series
c Check that the battery replacement switch on the
back of the unit is in the NORMAL OPERATION
position. If the switch is in the REPLACE
BATTERIES position, the Organizer cannot be
turned on.
Most printers, including portable ink-jet printers on
the market today, emulate at least one of these
printers. Check with your local computer dealer for
more information about printers.
c Check or replace the operating batteries, even if
you have just replaced the batteries. It is possible
that the batteries were not fresh when you
purchased them.
Q: How can I back up my data?
A:
It is important to always have a back-up of your
important information. Here are some ways of doing
this:
c Press the RESET switch. If the Organizer has been
dropped, for example, it may have to be reset. This
N
will not delete your data (as long as you type
at
1. You can print out a hard copy using the optional
accessories. See p.170.
the Initialization prompt). If for any reason data is
missing after resetting the Organizer, it was lost
before you pressed the RESET switch. The RESET
2. You can use PC or Macintosh link software either
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33
switch simply re-starts the Organizer.
Q: What is the Outline application? Why would I want
to use it instead of Memo?
If none of the above procedures work, you will need to
send the Organizer to a service center. Check the
back page of this operation manual for the location of
your nearest service center and call for more
information.
A:
The Outline application allows you to group and
categorize information using a hierarchical structure.
Everyone has a lot of small but important pieces of
information that have to be memorized or kept track of
in a written record, for example, important personal
information: Social Security number, credit card
numbers, various ID numbers, account numbers,
clothing sizes, etc. Using the Organizer, you could
make a number of Memo entries for each piece of
information, but a better way to manage the
Q: What happens if I am working on an entry and the
auto power off function shuts off the Organizer
before I store the entry?
A:
You will not lose any information. The next time you
turn the Organizer on you will be able to resume
exactly where you left off.
information would be to make a single Outline file
called “Personal Information”. This file could then
contain a number of headings (such as Car info.,
Travel info., Health info., Financial info., etc.), under
which relevant pieces of information could be stored.
This makes it easier to access information and
prevents your Organizer from becoming cluttered with
hundreds of individual entries.
Additional Outline files could also be made, including:
favorite movie list, project management file, To Do
lists, price lists, product line-up and specification file,
business plans, product proposals, and meeting
notes. Many types of information can be more easily
and efficiently managed in an Outline structure.
Q: Why should I send in the Blue registration card
included with the Organizer?
A:
This is your way of registering your product with
SHARP, and allows SHARP to keep you informed
about new products and software available for your
Organizer. It also gives SHARP valuable information
about our users so that we can design products that
continue to meet your needs.
Another use of the Outline application is document
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34
preparation. Many times you might want to write a
memo, letter, proposal, marketing plan, etc., but find it
difficult to write an entire document from scratch. The
Outline application allows you to capture your
thoughts and ideas, then rearrange and categorize
them at any time. You can also copy an Outline file
and paste it into the Memo application to finish the
document there, adding text to the major topics.
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35
What Your Organizer Can Do
professional, full-size letters, and the Outline application
lets you record and organize your thoughts and ideas using
topics and subtopics, easily reorganizing them at any time.
The OZ-5500 is a full-featured, pocket-size information
manager with a large, easy-to-read screen. It provides built-
in wireless communications facilities for exchanging data
with other compatible Organizers and personal computers.
The Calculator performs a full range of mathematical
functions as well as convenient date and cost calculations,
and the built-in Clock keeps track of both local and
international time.
To help you better manage your time and activities, you can
record appointments, meetings, or any other information
relating to a specific date in the Schedule application; the
To Do application helps you track tasks and goals arranged
in a priority you assign to them; the Ann application helps
you to remember important annual events such as
anniversaries, birthdays or even tax preparations; and the
Calendar displays your Schedule, To Do, and Ann entries
clearly in a daily, weekly, or monthly format.
The Organizer’s Money Tracking application allows you to
monitor and manage your business and personal finances.
The Organizer combines quick access to your information
with the ability to search files using a keyword or heading.
The Filter function makes it possible to select and work with
specified entries. You can also share information within or
between entries and files. And when a printer is connected
to the Organizer (using the optional CE-IR1 wireless
interface), you can print your information.
The Tel application is the Organizer’s built-in address book,
used to store names, phone numbers and addresses, while
the User File application is a simple and easy-to-use
database for any important information, entered into
categories you set up yourself. Both can be configured
flexibly to store and recall the information most important
for you.
The Organizer also provides a useful word processing
facility. The Memo application allows you to use the
Organizer for everything from simple note taking to creating
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36
About this Manual
and keep track of appointments and important events: the
Calendar, Schedule, To Do, and Ann applications.
This manual is designed to help you to fully understand the
features and use of your Organizer. The first two chapters
provide a general introduction and instructions about set-up
and initialization, including an overview of the keyboard, the
display, and the operations.
Other chapters are organized according to the type of task
(for example, Time Management and Creating Your Own
Database), so that you can concentrate on those functions
and features that you specifically need.
Chapter 4. Creating Your Own Database
Explains the Tel and User File applications, which not only
store information such as addresses and phone numbers,
but can also be configured to manage almost any type of
information.
Chapter 5. Memo and Outlining
Explains the Memo application, and how to structure your
ideas and writings using a simple outline form in the Outline
application.
This manual consists of 10 chapters and a set of
appendices:
Chapter 6. Desk Accessories
Chapter 1. Getting Started
Explains the Calculator and Clock applications that can be
used whenever they are needed.
Introduces part names and functions, and shows you how
to set up and initialize the Organizer, including how to
install the batteries and set the built-in clock.
Chapter 7. Money & Account Management
Chapter 2. General Operation
Explains the Money Tracking application, the Organizer’s
sophisticated money and account management utility.
Introduces the Organizer’s basic concepts and operations,
including opening an application, using menus, and the
built-in help feature.
Chapter 8. Features and Utilities for Added Power
Explains how to copy information and other useful features
and utilities, filtering selected entries, and more.
Chapter 3. Time Management
Explains those features that help you structure your time
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37
Chapter 9. Using the Optional Peripherals
Explains how to print using the Organizer and how to
transfer data to and from other Organizers (including
previous models).
Chapter 10. Personalizing Your Organizer
Explains how to change the opening display and Calendar
display format, and how to use the Secret function as well
as the password security.
Appendices
A
B
List of Key Notations
Resetting the Organizer
C Troubleshooting
D Battery Replacement
E
Specifications
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38
Conventions Used in this Manual
☞
➛
Information messages displayed for the user are
given in quotation marks, eg. “Stored!”.
For a full list of key notation, see Appendix A, p.191.
The following keyboard and symbol conventions are used
throughout this manual:
,
and other similar notations indicate keys on
ENTER
ON
the keyboard that should be pressed to perform operations.
Letters and numbers to be entered in examples are shown
in italics. For example: lunch indicates that l-u-n-c-h should
be typed. Words shown in bold letters such as Calendar
indicate names of applications. Words shown in
UPPERCASE indicate menus or menu functions.
Some keys have more than one function, accessed by
2nd
. ‘H’, for
using them in combination with
or
2nd
example, accesses the HELP screen when the
key is
used with it. When a key’s second function is referred to in
an explanation, only that function is shown, not the key
itself. For example, the instruction to see the HELP screen
2nd
2nd
HELP
would be shown as
, not as
H
.
The ☞ symbol indicates a tip or an important point you
should note.
The Organizer often lets you perform operations in more
than one way. These alternatives are indicated by the
symbol.
Cross-references to helpful information elsewhere in this
guide are marked by the ➛ symbol.
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Caring for the Organizer
• Sharp or hard objects can
scratch and damage the
Wrong
Organizer. Make sure it is
adequately protected when
carried with other objects. Do not
carry it loose in a bag or
briefcase: find a pocket or secure compartment within
your bag.
The Organizer contains sophisticated circuitry and a glass
display panel which can be damaged if not handled with
care. A few precautions should be taken regarding the
Organizer’s care to ensure it gives you many years of
reliable and trouble-free use.
• Keep the Organizer away from
Wrong
• Clean the Organizer only with a
soft, dry cloth. Do not use
solvents.
Wrong
extreme heat. Do not leave it on
the dashboard of a car or near
any source of heat. Do not leave
it in any place that is extremely
damp or dusty.
• Do not drop the Organizer or
Wrong
• Do not carry the Organizer
around in your back pocket, as it
may break when you sit down.
The display is made of glass and
is very delicate.
Wrong
subject it to severe impact or
extreme force. Bending the
Organizer unduly can damage it.
• Do not use extreme force when
pressing the keys. Do not use
any sharp, pointed object or
even your fingernails to press
☞
Replace the batteries as soon as they become weak
(see p.198). Failing to replace weak batteries may
result in leakage or lost data.
them.
Wrong
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CHAPTER 1
Getting Started
1
This chapter explains everything you need to
know to set up and begin working with your
Organizer, from installing the batteries to
initialization. The chapter also includes a labeled
illustration of the parts of the Organizer, and
basic explanation of its key features, from the
keyboard to the display and its symbols.
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Part Names and Functions
Display
Shows information, and is used for navigating
the various functions.
•
Numeric keypad
•
Used for operating the calculator and entering
numbers in other applications.
15-pin cable jack
Connects a data transfer cable for computer
links and other interfaces, etc.
Application keys
Starts appropriate applications.
Keyboard
For entry of characters and commands.
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Lock button
Opens the
Organizer.
Getting the Organizer Up and Running
1
Reset button
Initializes and resets
the Organizer.
Installing the batteries
1.
Set the battery replacement switch on the back of the
Organizer to REPLACE BATTERIES (the red dot
becomes visible).
2.
Slide off the operating batteries cover.
Infrared port
For wireless
communication
with other OZ-
5500 compatible
Organizers, etc.
Battery
replacement switch
Locks the battery
compartment to
prevent access to
the batteries.
3.
Insert the two batteries on top of the ribbon tab,
making sure they are positioned correctly according to
plus (+) and minus (–) polarity, as shown below.
Memory back-up
battery
compartment
Holds memory
back-up battery.
Operating
batteries
compartment
Holds operating
batteries.
4.
5.
Replace the cover.
Set the battery replacement switch back to NORMAL
OPERATION (the red dot disappears).
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43
☞
The Organizer will not function unless the battery
replacement switch is in the NORMAL OPERATION
position.
The Organizer then automatically starts the SETUP utility,
so that the owner information, the time and date and
various other settings are defined before use.
Initializing
The Organizer must be initialized when it is used for the
first time.
1.
2.
Press and hold the ON key.
While holding down the ON key, push the RESET
button on the bottom of the Organizer using a pen or
some other pointed object. The following message will
appear.
#1-5 Display
3.
Press
Y
to initialize the Organizer.
The LCD Contrast screen then appears.
˜
¶
4.
5.
If the display is not clear, press
display is satisfactory.
and
until the
ENTER
Press
when ready.
The message “Working...” appears for at least 10 seconds
while the Organizer proceeds with the initialization
procedure.
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44
normal use.
You can use
screen. You can also use
field to field.
Setting up the Organizer after Initialization
˜
¶
'
§
to move around the
and NEXT to move from
1
The Organizer takes you through the various steps needed
to set up the Organizer before use. These steps are
described below. We strongly recommend that you
complete the entire SET UP procedure before starting to
actually use your Organizer.
PREV
Press
to proceed with setting the Owner
CANCEL
ENTER
Information (or
to exit the SETUP procedure).
*
*
*
*
Welcome messages and instructions
Setting the Owner Information
Setting the Clock
Setting the Owner’s Information
The Owner Information comprises your name, address and
telephone number. You can choose to have this information
displayed each time you turn the Organizer on.
User’s Preferences
Welcome messages and instructions
☞
If you make a mistake while entering the Owner
Information, don’t worry! You can amend the Owner
Information easily during normal use, so just proceed
with the rest of the User Setup. (see PREFERENCES,
p.185)
After completing the LCD Contrast setting above, the
Organizer displays the following welcome message, briefly
outlining its functions.
1.
After pressing
after the previous Basic
ENTER
Instructions screen, the Set Owner Information screen
appears.
#1-6 Display
Press ENTER to proceed with the User Setup.
The User Setup introduction appears to explain the
operations you are about to carry out.
#1-7 Display
Press
to continue.
ENTER
2.
Enter your name, then press NEXT
.
The User Setup Basic Instructions appear to instruct you
how to move around the screen during User Setup and
The cursor moves to the TEL NO. field.
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3.
Enter your telephone number, then press NEXT
.
The cursor moves to the ADDRESS field.
#1-8 Display
4.
5.
Enter your full address.
Press
to move the start of the next line in
PREV
or
6.
If the desired city does not appear, press
NEXT to display more cities.
ADDRESS.
Press
when done.
ENTER
You can jump to a particular country by pressing the
first letter of that country’s name.
A message appears confirming the Owner Information has
now been set.
7.
Select the desired city by moving the cursor to it.
Press
described below (or
procedure).
to proceed with setting up the Clock as
ENTER
SPACE
☞
If your city does not appear in the list, press
CANCEL
to quit the User Setup
to display the User Cities list, then select USER
CITY2. You can change the name to your city later,
using the Clock application menu.
Setting the Clock
8.
Press
.
ENTER
In order for the Calendar, Schedule, To Do, and other
time-based applications to work correctly, the built-in clock
must be set to the correct time, date and city. The Clock
application displays the time in two different cities: the
Local city, where the user normally lives or works, and the
World city, which is any other city of the user’s choice.
When the Organizer is first initialized, the Local city is
automatically set to New York, and the World city is
London. Before setting the Clock’s correct time, you should
first select the Local City for which you want to set the time.
The Daylight Saving Time screen appears.
9. If your city is currently on Daylight Saving Time, press
N
Y
, otherwise press
.
The ADJUST TIME/DATE window then appears.
10. Enter the local time, preceding single-digit hours and
minutes with “0”.
PM
AM
for AM, then press
11. Press
to select PM or
NEXT
.
After entering the Owner Information above, the following
list of cities appears:
12. Select the time system you want the Clock to use,
then press NEXT
.
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46
˜
13. In the LOCAL DATE field, press
to display the
and NEXT to select
If you do not wish to set the User Preferences at this time,
ENTER
PREV
pop-up calendar. Use
select START ORGANIZING and press
. The
1
the current month, then use the arrow keys to select
today’s date.
Calendar application display then appears, and you can
begin to use your Organizer.
14. Press ENTER once the date has been selected.
To set one of the User Preferences, move to the
ENTER
appropriate option and press
.
The pop-up calendar disappears and the date now appears
in the LOCAL DATE field.
Tel/User File Templates
15. Press ENTER
.
The Tel and User File applications each support three files,
called 1, 2 and 3, each of which can used to store different
kinds of information. The Organizer comes with six different
pre-defined formats which allow you to choose what kind of
information you want to store in each of the files. See
chapter 4, p.95 for details of the various templates.
A message appears briefly to inform you that the time and
date have now been set.
A new screen then appears to inform you that the basic
setup procedure is now complete, and the Organizer is
ready for use. However, there are other areas in which you
can customize your Organizer further by setting various
options.
For SELECT TEL TEMPLATES
File 1 = “TELEPHONE”
File 2 = “CONTACTS”
ENTER
Press
to continue.
File 3 = “PERSONAL”.
Setting the User’s Preferences
For SELECT USER FILE TEMPLATES
File 1 = “RESTAURANT”
File 2 = “HOME INV.”
The USER’S PREFERENCES display then appears. There
are six choices available.
File 3 = “USER FILE”
* Tel Templates
* User File Templates
* Start-up Display
* Lock Organizer
* More Clock Setting
* START ORGANIZING
Each template contains certain fields which determine the
kind of information that can be stored in the file. You can
change your mind later and switch to using a different
template, but some data in your existing entries may be lost
as a result.
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47
˜
1.
The pop-up template list appears.
If you wish to select a different template, select the desired
With File 1 selected, press
.
what you are doing now) the next time it is turned on.
However, note that after this has been completed
once, the Start-up Display is automatically set to OFF.
1.
2.
In the START-UP field, move to the desired option
ENTER
template from the list and press
.
and press NEXT
.
2.
3.
Press NEXT
.
In the BACKGROUND field, you can choose a
decorative background to be displayed each time the
Repeat the above steps for File 2 and File 3 if
necessary.
Organizer is turned on, then press NEXT
.
3.
In the ASK PASSWORD field, select ON if you want
to set a password to protect the information in your
Organizer from unauthorized access.
ENTER
when done.
4.
Press
Setting the Start-up Display
☞
The Organizer only asks for a password if both the
START-UP and ASK PASSWORD fields are set to
ON.
You can control the way Organizer behaves each time you
turn it on, including the background that appears, whether
your personal information is displayed and whether a
password is required to access the Organizer’s information.
The Start-up display offers three options:
If you set ASK PASSWORD to ON, you must then select
LOCK ORGANIZER from the User Preferences menu, in
order to define the password to be used each time the
Organizer is turned on.
ON – The owner information (name, address, tel.) is
displayed each time the Organizer is turned on. This
will be useful in case you lose the Organizer, as
anyone finding it would then be able to return it to
you.
ENTER
when finished.
4.
Press
The User’s Preferences screen reappears.
OFF – The owner information is suppressed and the
Organizer returns to the most recently used
application.
SET UP – The Organizer will automatically perform
the User Setup and User Preferences procedure (ie.
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4.
Select LOCK ORGANIZER once again in order to
Unlock the Organizer by giving the correct password.
Setting the Password and Locking the
Organizer
1
Setting the World City
The Organizer provides two levels of security. The first is
the password required when the Organizer is turned on
whenever the ASK PASSWORD option is set.
As well as setting the Local city previously, you can also
select the World city, used to display the time in another
city of your choice alongside the Local time. When the
Organizer is initialized, the World city is set to London.
The second is the Lock Organizer function, which hides any
data entries that have been previously marked as Secret.
Once the Organizer is locked, the Secret entries cannot be
accessed until the Organizer is Unlocked, for which the
password must be given.
To select the World city:
1.
Select MORE CLOCK SETTING from the User’s
Preferences screen.
Select this option if you want to define a password and lock
the Organizer.
The CHANGE WORLD CITY screen appears. A list of six
capital cities is given, with four cities displayed at one time.
1.
From the User’s Preferences screen, select LOCK
ORGANIZER.
2.
If the city you wish to select does not appear in the
list, type the first letter of the desired country and
select the desired city from the full list.
The Set Password and Lock Organizer screen appears.
2.
Enter the password you wish to use whenever the
ASK PASSWORD option is set or in order to unlock
the Organizer whenever it has been locked, then
ENTER
3.
Press
city.
once you have selected the desired
ENTER
press
.
To start working with the Organizer
A message appears reminding you to remember your
password or keep it in a safe place.
After initialization and the User’s Preferences have been
set, the Organizer is ready to be used for normal work,
such as the entry of information.
ENTER
3.
Press
.
1.
Select START ORGANIZING.
The User’s Preferences screen reappears.
The Calendar application opens in the Monthly view.
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2.
Select any application you wish to use by pressing the
corresponding key.
on public transportation. Follow the procedure below to
adjust the LCD contrast.
MENU
three times to open the TOOLS menu.
1.
2.
Press
Turning the Organizer on and off
Highlight ADJUST LCD CONTRAST, then press
OFF
Press ON to turn the power on and
to turn the
.
ENTER
power off. The Organizer will not operate if the battery
replacement switch is in the REPLACE BATTERIES
position.
¶
˜
3.
4.
Adjust the contrast by pressing
or
.
ENTER
Press
contrast.
when you are satisfied with the
Auto power off
If for some reason the display is too light or dark for
you to read the display and operate the Organizer,
you can adjust the contrast easily by first turning off
To conserve battery power, the Organizer will turn itself off
if it has not been used for about 12 consecutive minutes.
However, in order to avoid accidentally interrupting data
transfers, the auto power-off function is disabled while
communicating with other devices.
MENU
the Organizer, then holding down
keyboard while pressing ON
on the
.
Turning off the initial display
If the Organizer’s power goes off automatically before an
entry you have been working with is stored in an
The initial display shows the Owner’s Information and
today’s date, and appears each time the Organizer is
turned on, unless the display option is turned off by the
user.
application, the data will not be lost. When you press
,
ON
the Organizer will return to the same operating state as
before the power turned off automatically.
You may find that you wish to turn off the initial display, so
you can resume work immediately the Organizer is turned
on.
Setting the LCD contrast to suit various
lighting conditions
From time to time, the contrast of the LCD display may
have to be adjusted for ideal readability. You may find, for
example, that a contrast setting that was fine for the home
or office is not adequate when outdoors or when travelling
To turn off the initial message:
MENU
twice to open the PREFERENCES
1.
Press
menu.
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50
2.
Select SET START-UP DISPLAY, then press
Getting to Know Your Organizer
.
ENTER
1
The OZ-5500 Organizer is a compact yet sophisticated
information management device that you can use anytime,
anywhere. Its applications and utilities allow you to enter
and organize information, and it has powerful
The SET START-UP DISPLAY window opens.
3. In the START-UP field, select OFF, then press
ENTER
.
communications facilities that enable you to put that
information to optimum use when you return to your home
or office. You can quickly update your computerized mailing
lists, for example, or print out your weekly schedule, or
even transfer your notes, letters and memos onto a PC for
further processing. The OZ-5500 even has its own word
processor that allows you to create finished documents for
printing out later.
CANCEL
If you make a mistake, press
ENTER
and start again.
4.
Press
.
The initial display is now disabled.
➛
For more information about configuring the start-up
display, see p.183.
Turning the key beep on and off
Applications
The Organizer can be set to make a sound (a beep) each
time a key is pressed. This may help you to know whether a
key has been pressed properly. The default setting is on,
indicated by a musical symbol e on the top of the display.
You can use the TOOLS menu to change the setting.
Operations on the Organizer are performed using
applications. The Organizer’s Calendar and Schedule, for
example, are applications that record and display time-
related information. To start an application, press the
corresponding key on the top of the keyboard.
MENU
1.
2.
Press
three times to open the TOOLS menu.
to
When working in one application, you can switch to another
application simply by pressing that application key. Data
being processed in the first application will be saved, even
if the entry is not complete.
Highlight KEY SOUND ON and press
deselect it. (✓indicates that the option is currently
ENTER
set.)
The key beep is now turned off and the musical symbol e
disappears from the top line of the display.
#1-7A
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51
containing a list of options or values currently available for
that field. You can then select the desired item from the list,
without having to type any text.
Menu operations
Another powerful aspect of using the Organizer is its menu
system, which can be used to quickly issue commands and
perform operations. Two universal menus, PREFERENCES
and TOOLS, are available from all applications. In addition,
all applications have a menu for functions and commands
that are specific to each application.
In addition, all date fields function as pop-up fields.
˜
Whenever a date can be entered, the user can press
to display the special pop-up one-month calendar. You can
NEXT
to select the desired month, then
PREV
use
and
the arrow keys to select the desired date. You may find this
more convenient than typing in the date directly, since the
pop-up calendar also shows the days of the week.
MENU
Pressing
which contains the operations and commands specific to
MENU
once displays the application menu,
the particular application. Pressing
successively
displays the PREFERENCES, TOOLS and PERIPHERALS
menus.
#1-8B
Items that are not
currently available
in a menu are
#1-8A
shown dimmed.
The keyboard
Indicates that there
is a submenu for
that menu item.
The Organizer’s keyboard has a standard layout, just like a
typewriter or computer.
a typewriter or computer, and
key.
works just like the Shift key on
CAPS
is like the Caps Lock
Pop-up menus
The Organizer’s pop-up menus offer a convenient and
efficient method of selecting options from pre-defined lists,
similar to many of the latest personal computer application
software packages. Most applications and functions contain
some pop-up fields. When the user moves to one of these
Above the keyboard are the special keys used to start the
Organizer’s various applications, work with the various
menus and control the cursor on the screen.
Symbols in white above a key such as ' or : can be
accessed by holding down
appropriate key.
fields, the pop-up symbol appears on the right of the field.
and then pressing the
˜
Pressing
causes the pop-up menu to appear,
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Functions in blue above a key, such as HELP, can be
accessed by pressing the particular key after pressing
2nd . There is no need to hold down 2nd while you press
the desired key.
T
The Organizer is locked. Entries marked as
secret cannot be accessed without first entering
the password and unlocking the Organizer (see
p.186).
1
➛
Special symbols and characters, such as “&”, “?” and
e
The key sound is on (see p.51).
SMBL
“/”, can also be entered by using
explanation, see p.167.
. For a full
All alarms are enabled. When this symbol is not
shown, the alarm sound for any alarms that have
been set is disabled (see p.131).
Display symbols
The following symbols appear at the top of the screen to
indicate various operating conditions.
Built-in help and other messages
The Organizer has a built-in help feature which acts as a
convenient, on-line reference manual. You can call up the
✱ This symbol appears at the top of the display to indicate
that the current entry (in View or Edit mode) has been
2nd
HELP
Help feature at any time simply by pressing
.
marked as Secret.
On-line help is quite extensive, so you may have to call up
more than one screen to find the information you require.
➞
➞
These symbols indicate that all information in an
entry cannot be shown simultaneously on the
display. The additional entries or fields which
cannot fit onto the display can be viewed by
pressing the displayed arrow key.
When built-in help is not available
On-line help is only available when called from an
application screen, ie. not while performing a menu
2nd
command or some other operation. Pressing
HELP
2nd
key has been pressed.
2nd
The
when there is no application display on the screen will have
no effect. Help is also not available within the Clock
application.
The operating batteries are weak and need to be
replaced (see p.199).
BATT
CAPS
CAPS
has been pressed. In caps lock mode, all
CAPS
typed letters will be in upper case. Press
again to turn off caps lock.
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53
How to use built-in Help
2nd
tasks. Many of these messages will give you a choice of
commands or ask you to confirm important operations,
while others will simply display information for you to read.
In most cases, you must make a selection or simply
acknowledge the message before continuing.
HELP
If you press
from any application screen
(excluding Clock), the HELP INDEX appears:
#1-9 Display
Other messages may display information briefly before
disappearing.
To get Help, press the number corresponding to the menu
option describing the kind of Help you want. Pressing
CANCEL
takes you back to the display you were in
previously. After selecting a number, the first page of help
for corresponding topic is displayed.
If you make a selection from the above menu, the display
that appears will resemble the following example:
#1-10 Display
In this type of display, pressing NEXT takes you to the
PREV
next page of the display, pressing
takes you to the
takes you back to
CANCEL
previous page, and pressing
the HELP INDEX menu.
From time to time during normal operation, the Organizer
will display messages to guide you through necessary
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54
CHAPTER 2
General Operation
Opening an Application
To start an application, simply press the corresponding key,
located on the top of the keyboard. Each time you press
his chapter introduces most of the
Organizer’s basic operations. The Tel
application will be used for the examples.
2
CALENDAR
,
,
,
,
CLOCK
,
ANN
SCHEDULE TO DO
T
TEL
,
,
OUTLINE
,
,
USER FILE
MEMO
However, most of the techniques described here
can be applied to all of the Organizer’s
applications. Each application is described in
detail later on in the manual.
or CALC , the selected application will
MONEY TRACKING
appear. Any application already being displayed will be
hidden whenever a new application is selected. You can
always return to another application at the exact point
where you left off simply by pressing its key again.
However, only one application at a time can ever be
displayed.
➛
For a full explanation of the Tel
application, see p.95.
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Index mode
Selecting the Display Modes
Index mode shows you a one line view of each entry within
the application. This allows you to easily find a particular
entry, which you can then display in full (View mode) by
Once an application is open, you can switch between three
basic display modes: Index, View and Edit. Each display
mode has its own unique appearance and particular
purpose. Index mode is normally the default view when an
application is opened, and provides a summary of the
ENTER
pressing
.
The currently
ENTER
individual entries that have been created. Pressing
#2-2-1 Display
selected entry.
after selecting a particular entry causes the entry to be
displayed in View mode, which shows the full details of the
entry. During View mode, the word VIEW appears at the
top of the screen, and no entry details may be altered.
Other operations:
EDIT
Pressing
, either when an entry is displayed in View
Creates a new entry for the current application
(in Edit mode).
NEW
EDIT
DEL
mode or is selected in Index mode, causes the entry to be
displayed in Edit mode. The entry’s details can then be
altered as desired. During Edit mode, the word EDIT
appears at the top of the screen. Edit mode is also used
Displays the currently selected entry and edits it
(Edit mode).
when an entry is being created (by pressing
).
NEW
Deletes the currently selected entry.
PREV
NEXT
Displays any previous/subsequent
entries not shown.
☞
The Calc and Clock applications do not have Index,
View or Edit modes.
˜
¶
Selects an entry.
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56
View mode
Edit mode
View mode allows you to see the full details of an entry,
without being able to edit or change it.
Edit mode is used to create a new entry or edit an existing
entry.
Cursor
2
Indicates the
selected field.
#2-2-2
#2-2-3 Display
Other operations:
Other operations:
NEW
Creates a new entry for the current application (in
Edit mode).
Clears a selected field.
NEW
CANCEL
EDIT
DEL
Edits the currently displayed entry.
Deletes the currently selected entry.
Clears an entry without storing it or cancels
an operation and returns to the previous view
mode.
PREV
NEXT
Displays any previous/subsequent entries not
shown.
ENTER
Stores an entry in the Organizer’s memory or
initiates an operation.
˜
¶
Displays any information not shown within an
entry.
˜
Activates the pop-up menu for a field
displaying the “pop-up” symbol.
'
§
˜
§
¶
Moves the cursor.
'
PREV
NEXT
Selects a field.
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57
Notice that the cursor has moved to the next line and the
size of the field box has been automatically adjusted.
Creating a New Entry
In Index or View mode, pressing
for creating a new entry.
opens a blank form
NEW
#2-3-2 Display
Make the following new Tel entry:
Name
Tel.
John Smith
201-529-8200
201-529-9695
6.
7.
8.
Type in 201-529-9695 FAX.
Fax.
˜
Press
or NEXT to move to the ADDRESS field.
Address 123 Main Street, Mahwah, NJ 07430
TEL
Type in 123 Main Street followed by
.
1.
The application opens in Index mode.
2. Press on the keyboard.
Press
to open the application.
Type in Mahwah, NJ 07430.
ENTER
to store the entry.
9.
Press
NEW
The message “Stored!” appears briefly. The entry is now
stored in the Organizer’s memory and displayed in Index
mode.
A blank form opens in Edit mode.
➛
For other useful methods available in Edit mode, see
below.
#2-3-1 Display
3.
4.
5.
Type in the name Smith, John.
˜
Press
or NEXT to move to the NUMBER field.
Type in 201-529-8200 and then press
.
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Editing an Existing Entry
Editing Techniques
To edit an entry already stored in memory, you must first
access the entry in Edit mode (in which it was originally
created).
This section explains all the general editing techniques
used in Edit mode when making a new entry or editing an
existing entry in all of the applications. (The Memo
application has many additional features for working with
text; see p.103 for more information.)
2
TEL
to open the application.
1.
2.
3.
4.
5.
Press
Select the desired entry in Index mode.
EDIT
Fields
Press
Make any necessary changes.
ENTER
to open the entry in Edit mode.
Most applications divide the display into field boxes. The
number of fields in each application varies, as do the types
of fields. The different types of field include text fields, a
date field, time fields and pop-up fields. There are also a
few special types of text fields. In the Tel and User File
applications, you can define the number and names of
fields according to your preferences (see p.100).
Press
finished.
to store the changes when you are
The new, edited entry is now stored, replacing the original
entry.
You can type any character into a text field. The size of a
text field is limited only by the size of the entry. Text fields
adjust their size automatically to accommodate the number
of lines entered.
Only a date can be entered in a date field, usually in the
format MM/DD/YYYY. For example, you would type
06231996 to enter June 23, 1996.
Only a time of day can be entered in the time field, in the
AM
PM
(for AM and
format of HH:MM followed by
PM). For example, to enter 9:00 AM, you would type 0900
AM
or
then press
.
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˜
When the pop-up symbol appears by a field while editing
Typing in text
an entry, this indicates that a pop-up menu is available for
Typing in text is simple and straightforward. The
Organizer’s keyboard layout is just like the keyboard on a
typewriter or computer.
the field. The pop-up menu contains a list of values
˜
available for the field, and is used by pressing
and
selecting the desired value from the pop-up list. Note that
the pop-up symbol only appears next to a field in Edit
mode, when the field is selected. When you move out of a
pop-up field, the pop-up symbol disappears.
Letters (lower-case and upper-case)
Any of the standard letters (A to Z) can be entered by
pressing the corresponding key. All letters will normally
☞
While most pop-up fields require you to select an item
from the pop-up menu list, a small number allow to
type in text in addition to selecting from the menu.
appear in lower case. Hold down either of the
while pressing letter key(s) to enter upper-case letters.
CAPS
keys
functions like a “Caps lock” key on a typewriter or
computer. Once pressed, the symbol CAPS will appear in
the display. Any letters typed while the Organizer is in
CAPS mode will appear in upper case. To switch back to
The cursor
The cursor is used to work with text, indicating the position
where text will be entered or deleted. It is also used to
select items from menus or lists.
In text fields, where there is no restriction on the type of text
(letters or numbers) that can be entered, the cursor
CAPS
lower-case mode, simply press
again. To enter
lower-case letters while in CAPS mode, hold down
while pressing a letter key.
Numbers
ß
appears as in insertion mode, or as in overwrite mode
(see p.61).
Numbers are entered using the numeric keypad located to
the right of the display. The numbers are entered
regardless of whether CAPS mode is on or off.
In the date and time fields, the cursor appears as
indicating that numbers only should be entered in a
specified format (see above).
,
Symbols
☞
In some text fields or boxes when there is no
character at the cursor position, the cursor appears as
_.
The symbols that appear in white above certain keys can
be entered directly from the keyboard. Holding down
while pressing the appropriate key will allow you to enter
these symbols. Colons can be entered by holding down
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60
●
and pressing the
key. In addition, a large number
the existing text. The cursor appears as in the overwrite
mode. To switch back to the previous mode, press INS
again.
SMBL
of special symbols are available by pressing
p.167).
(see
2
Moving around the display
Deleting text
You can move the cursor around the display with the cursor
If you make a mistake while entering text, use the following
keys to erase the incorrect text, then enter the correct text:
¶
'
˜
§
keys
,
,
, and
. In addition, you can hold
any cursor key down for continuous rapid movement.
BS
Deletes the character before the cursor.
The following convenient keyboard shortcuts are also
available in Edit mode:
DEL
Deletes the character at the cursor’s current
location.
'
2nd
2nd
2nd
Moves the cursor to the end of the line.
DEL
Deletes the entire line the cursor is on.
Clears the currently selected field.
§
¶
Moves the cursor to the beginning of the line.
NEW
Moves the cursor to the first line of a field (or
the last line of the previous field if the cursor
is already positioned on the first line of a
field).
Working with blocks of text
Working with a block of text is sometimes easier and more
convenient than working with characters one by one. The
first step is to select the text to work with.
˜
2nd
Moves the cursor to the last line of a field (or
the first line of the next field if the cursor is
already positioned on the last line of a field).
1.
Hold down the
key while using the cursor keys
to move over the entire text that you want to work
with. This will “highlight” the text (display it in reverse
white on black).
Inserting and overwriting text
To insert text into some existing text, move the cursor past
the character after which you wish to insert text and begin
typing. Insertion mode is the Organizer’s default setting,
#2-4-1 Display
ß
indicated by the triangle cursor . To switch to the
overwrite mode, press INS . Any text you enter will replace
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61
2.
You can now perform a number of operations on the
selected text:
Scrolling the display
If there is more information than can be displayed at one
time, an arrow will appear at the top of the display. The
arrows indicate the direction you need to scroll in. Press
DEL
BS
or
Deletes the selected text.
2nd
Copies the selected text to the
clipboard so that it can later be
pasted to another location.
COPY
˜
¶
or
to scroll the information one line at a time.
CUT
2nd
2nd
Deletes the selected text from its
current location and moves it to the
clipboard.
PASTE
Replaces the selected text with
whatever is currently in the
clipboard.
Once text is selected, any new text that is typed in will
replace the selected text. This can be useful if you are
replacing one block of text with another, as selecting the
old text and then typing the new text saves you the trouble
of actually deleting it first.
➛
For a full explanation of the Cut/Copy/Paste functions,
see p.161.
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Finding Specific Entries in Your Organizer
#2-5-1 Display
There are a number of ways that you can locate entries and
information in your Organizer. One is to scroll between
2
entries using the NEXT and
follows.
keys. Others are as
PREV
4.
When the desired entry is displayed, select it and
ENTER
press
to see the entry in full.
Using Index mode
Using keywords
Index mode gives you a listing of all the entries in a
particular application.
If you have no idea where an entry is or what letters it
begins with, you can use the Search function to find your
information easily. For example, suppose that you find a
piece of paper with a phone number but no name, and who
want to know whose number it is.
Index mode gives you a listing of all the entries in a
particular application. It is useful for providing a summary
list of the entries contained for that application, from which
a desired entry may be selected.
SEARCH
1.
Press 2nd
.
Many applications open in whichever mode was active
when they were last used, ie. View, Edit or Index mode.
The Search window will open.
1.
2.
Press the desired application key.
#2-5-2 Display
If it is not already displayed, switch to Index mode by
CANCEL
pressing
.
A list of the existing entries appears.
2.
Enter the phone number you have found. For
example, type 529-8200.
3.
If the desired entry is not displayed, you can scroll the
˜
¶
list of entries by pressing
and
.
☞
To search only secret entries (see p.186), press 2nd
-
to check the SECRET ONLY box.
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63
˜
ENTER
to
3.
Press
, select TELEPHONE and press
By date
close the pop-up list and then again to begin the
search operation. If you are not sure about which
application to search, select ALL to search all
applications.
You can use the various Calendar views to quickly and
easily find information related to a time and/or date.
CALENDAR
1.
Press
.
The calendar appears in the preset view.
#2-5-3 Display
#2-5-5 Display
The Organizer will now display the first entry that contains
the text or “keyword” that you entered.
2.
Select a day using the cursor keys, then press
ENTER
to see the Weekly view.
#2-5-4 Display
#2-5-6 Display
If there is more than one entry that contains the keyword,
ENTER
again to see the Daily view.
3.
Press
press NEXT until you find the entry you are looking for.
ENTER
Then press
when you have finished searching.
☞
If you highlight text in an entry before pressing 2nd
to begin a search, the text is automatically
SEARCH
#2-5-7 Display
entered as the search keyword.
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64
4.
In the Daily view, highlight an entry and press
ENTER
Deleting Entries
to display the details of the entry.
Entries in the Organizer can be deleted using either the
➛
For more information about using the Calendar
application, see p.69.
DEL
key or the application menu.
2
You can open the Calendar menu by pressing
Deleting single entries
MENU
to select the desired Calendar view.
1.
2.
3.
Open the desired application.
Select the entry in Index mode.
DEL
Press
on the keyboard.
A confirmation message appears asking if you are sure you
want to delete the selected entry.
N
4.
Press
Y
(or
to cancel the deletion).
Deleting entries using the application menu
You can also make deletions using the application menu.
The DATA DELETION submenu allows you to do this
flexibly and easily.
1.
2.
Open the desired application.
Select the entry in Index mode or display it in View
mode.
MENU
3.
4.
Press
to open the application menu.
ENTER
Select DATA DELETION, then press
.
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65
The submenu appears.
#2-6-1 Display
Checking the Time and Date
Deletes a
selected entry.
1.
To check the current date and time, press CLOCK
.
Deletes Filtered
entries.
#2-7-1 Display
Deletes all entries
in TEL 1, TEL 2
or TEL 3 file.
Deletes all entries
in all TEL files.
2.
Press any other application key to close the Clock
application.
ENTER
5.
Select SELECTED ENTRY, then press
.
➛
For a full explanation of the Clock application, see
p.126.
A warning message appears asking if you are sure you
want to delete the entry.
N
Y
6.
Press
(or
to cancel the deletion).
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66
CANCEL
to close the display.
ENTER
3.
Press
or
Checking the Memory
☞
Even if the display shows a small amount of free
memory available, that amount may be insufficient for
certain operations to work properly. You are strongly
recommended to carry out regular “housekeeping” by
deleting unwanted or out-of-date information to
prevent the memory becoming full.
The Organizer has a certain memory capacity in which
operations are carried out and data that has been entered,
such as phone numbers and memos, are stored. When the
amount of data already stored approaches the Organizer’s
maximum memory capacity, you may not be able to store
an entry or the data being processed may be lost when you
change applications. To avoid these problems, you should
check the remaining memory space regularly and free up
space when necessary by deleting out-of-date entries. The
Check Memory function allows you to easily check the
amount of free memory available in the Organizer, and thus
avoid the inconvenience of running out of memory and
losing data.
2
MENU
three times to display the TOOLS
1.
Press
menu.
ENTER
2.
Select CHECK MEMORY, then press
.
The display shows the summary of the Organizer’s memory
usage and availability.
#2-8-1 Display
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67
Other important facilities and functions are provided via the
PREFERENCES menu, which allows you to tailor the
Organizer and is described in Chapter 10, and the
PERIPHERALS menu, which provides commands for
printing and data transfer, described in Chapter 9.
The TOOLS Menu - the Organizer’s Basic Utilities
Many of the Organizer’s basic utilities are accessed through
the TOOLS menu. The menu is also used to set up and
configure certain features, such as the display contrast and
WORD
the
key. An illustration and summary of the TOOLS
menu (including page references where full explanations
can be found) are provided below.
Adjusts the contrast of
the LCD display (see
p.50).
Stores entries transferred
from other units (see p.178).
#2-9-1 Display
Shows the amount of free
and used memory (see p.67).
Displays all characters in
bold type (see p.190).
Use to assign words to the
WORD key (see p.164).
Turns the alarm sound for
stored alarms on and off (see
p.131).
Turns the key beep on and
off (see p.51).
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CHAPTER 3
Time Management
The Calendar Application
The Calendar represents the Organizer’s most central
utility. It serves as a calendar that you can reference at any
time for the correct date, and also as a time management
utility, indicating important dates so that you can keep track
of your time and appointments. The application performs as
a highly sophisticated calendar that can display details of
any month from January 1901 to December 2099. The
Calendar also provides you with a convenient way of
accessing, viewing and making new entries in the Ann,
Schedule, and To Do applications.
he Organizer’s Calendar, Schedule,
To Do, and Ann (Anniversary)
applications let you structure and manage
T
your time easily, whether scheduling
3
appointments or giving reminders about
important people and events. The explanations
and examples in this chapter will give you the
information you need to make all of the time
management features of these applications work
for you on a daily basis.
Selecting a Calendar view
The Calendar application is used to display and indirectly
access information about time and dates. The Calendar
provides you with three ways of viewing the information:
Daily, Weekly, and Monthly. The default view is the
Monthly view with the next month displayed as well, but you
can customize the Calendar to display the desired view
each time you open the application.
The different views are linked by the selected date, which
means that you can switch from one view to another and
the selected date will not change.
To change from the monthly view, select the desired date
then press the
Pressing the
button to display the Weekly view.
button again will display the Daily
ENTER
ENTER
view for the selected date.
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You can also use the menu to select a particular
Calendar view directly, regardless of which view you
are already using.
for a To Do entry (see p.80). On the right of the display, the
Monthly Goal box shows any Monthly Goals created in the
To Do application for that month.
1.
2.
3.
Press MENU to open the application menu.
An upper dot next to a date indicates a Schedule entry for
that morning (AM), and a lower dot indicates one in the
afternoon or evening (PM) (see p.74).
Select VIEWS and press
.
ENTER
Select VIEWS and select the desired view in the sub
menu and press
PREV
NEXT
to move forward or
You can use
or
.
ENTER
backwards one month at a time.
☞
You can change Calendar application’s initial display.
Select SET UP MONTHLY VIEW from the Calendar
menu, then select the preferred default view (Monthly
or Daily).
The Monthly view: Monthly Goals display
The Monthly view normally provides you with the details of
the selected month together with a summary of the month
following it. However, if you choose to display the Monthly
Goals (made within the To Do application), it will be
displayed in place of this 2nd-month calendar.
The Monthly view
The Monthly view is the Calendar application’s default view,
and provides a complete summary of the days, dates and
various activities entered for a given month.
To display the Monthly Goals in place of the 2nd-month
calendar:
1.
Press MENU
.
#3-1-1 Display
On the Calendar menu, ✓appears next to HIDE
MONTHLY GOALS.
2.
Select HIDE MONTHLY GOALS then press
.
ENTER
The number of days in the year that have passed, the number
remaining, and in which week the currently selected day falls.
The 2nd-month calendar disappears, and the Monthly
Goals are displayed in its place.
The flashing date indicates the currently selected date. A
highlighted day indicates there is an Ann entry on that day
(see p.90). The ! symbol indicates that the day is a due date
When you press
appears next to HIDE MONTHLY GOALS.
again, notice that ✓ no longer
MENU
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70
☞
If you re-select HIDE MONTHLY VIEWS from the
application menu, the 2nd-month calendar will
reappear.
The Daily view
The Daily view is convenient for viewing all entries for a
single day. It can be accessed from the Weekly view by
highlighting a day and pressing
.
ENTER
#3-1-2 Display
The number of
entries for the
current day.
3
Monthly Goals in the
To Do application.
Time bar for
#3-1-4 Display
Schedule entries.
PREV
You can use
or NEXT to move forward or
Selected entry
backwards by one month at a time.
Shaded portions on the bar graph indicate times of the day
when you have appointments or other commitments. These
are shown to the nearest five minutes. Portions that are
blackened indicate that you have more than one
appointment during that period.
The Weekly view
The Weekly view shows the schedule over a one-week
period. To open the Weekly view, highlight a date in the
Monthly view and press
.
ENTER
§
•
Press
'
to display the bar graph for the morning and
to display the bar graph for the evening.
Selected date
#3-1-3 Display
˜
¶
•
To select an entry, use
the entries, then press
and
to step through
to display the entry in
ENTER
the View mode of the application that was used to
create it.
PREV
Press
or NEXT to display the preceding or
following weeks, respectively.
CANCEL
to return to the Weekly view.
•
Press
'
©
•
•
When appears, press
to view additional entries
You can also step through days one by one using
PREV
for that day.
NEXT and
.
CANCEL
Press
to return to the Monthly view or press
to go to the Daily view for the highlighted date.
ENTER
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71
date to select it for display in another Calendar view.
However, another convenient way of selecting a date that is
not on the display is using GO TO A SPECIFIC DATE in
the Calendar application menu.
Finding entries using the Calendar views
Individual entries in the Schedule, To Do, and Ann
applications can be recalled from the Calendar’s Daily
view.
1.
Press MENU in any Calendar view, and select GO
TO A SPECIFIC DATE, then press ENTER
In the Calendar application:
.
1.
Go to the Daily view.
#3-1-5 Display
A date entry window appears.
Ann entry
Schedule entries
To Do entry
#3-1-6 Display
2.
3.
Select the entry you wish to see in full.
2.
3.
Enter the date you want to select in the order of
month, day, and year. Single-digit months and days
should be preceded by a “0”.
Press
.
ENTER
The selected entry is displayed in detail.
Press
.
ENTER
☞
An overdue entry in the To Do application (an entry
for which the due date has passed) will always be
displayed when today’s date is viewed in the
Calendar. This serves as a reminder that the To Do
task is still outstanding.
The selected date will appear in the current Calendar view.
➛
You can calculate a date some time in the future or
the past using the Calc function. See p.120.
Making new Schedule, To Do and Ann entries
Selecting a date
As well as displaying a variety of time management
information, the Calendar also allows you to create new
entries for any of the Organizer’s other time management
applications.
From any view, you can scroll to the previous or next time
period (whether the next month, week, or day) by pressing
or NEXT , then moving the cursor to a specific
PREV
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To create a new Calendar entry:
1. From any Calendar view, press
A new entry for the selected application appears in Edit
mode.
NEW
, or select
CREATE ACTIVITIES from the application menu.
5.
Enter the date/time details as required for the
ENTER
particular application, then press
.
The CALENDAR ACTIVITIES window appears.
#3-1-7 Display
The new entry is then stored, together with the description
you entered in step 2 above.
3
The Calendar application menu
Goes directly to today’s
date in the Monthly view.
2.
Type in a description of the event to be entered, then
press
Selects the Calendar view
(see p.69).
.
ENTER
Goes directly to a particular
date (see p.72).
☞
If you made another entry this way previously, the
description text for that entry appears highlighted on
the screen. You can use the arrow keys to edit the
description if desired. Otherwise, typing in a new
description will automatically cause the old text to be
discarded.
#3-1-8 Display
Selects Two-month view or
one month view with Monthly
Goals (see p.70).
Sets the Calendar’s default
view (see p.70).
Makes new Schedule, To Do
and Ann entries (see p.72).
If new text was entered, the message “Stored!” appears
briefly, followed by the Select Application window.
Deletes selected Schedule
entries (see p.76).
˜
3.
Press
, select the application for which you want
to create the new entry, then press
.
ENTER
The selected application appears in the application box.
CANCEL
to cancel the
4.
Press
to proceed (or
ENTER
new entry).
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NEW
2.
Press
.
The Schedule Application
The Schedule application allows you to enter
#3-2-1 Display
appointments, times and dates for meetings, parties and
events, and also to set an alarm to sound prior to or at the
time of a scheduled entry. This makes it easy to organize
your entire day and manage your appointments.
Schedule entries are indicated on the Calendar’s Monthly
view by a small black dot next to the date of an entry,
providing an overview of your schedule.
PREV
3.
4.
Press
to move to the date field.
˜
Use the keyboard or press
1996, then press NEXT to move back to the time
to select October 31,
field.
Making new entries
PM
then enter
5.
6.
7.
Enter the start time 0830 and press
1200 (the default is AM).
A Schedule entry has three fields for the date, time, and a
description of the event.
Press NEXT to move to the DESCRIPTION field and
enter Holloween Party.
There are three basic steps to making a new entry in the
Schedule application: selecting the date, entering the
starting and ending time, and entering a description of the
event. (Entering a starting and ending time is optional, but
you must enter a description.)
Press
.
ENTER
The new entry is now stored.
Indicates the starting
time of the currently
displayed entry.
Enter the following information:
#3-2-2 Display
Date
October 31, 1996
8:30 p.m. – 12:00 a.m.
Halloween Party
.
Time
NEW
Press
if you want to make another entry on the
Description
same day and enter the new details.
SCHEDULE
Press
1.
➛
You can also select a date for the new entry using the
application menu. See p.77.
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74
that appears in the DESCRIPTION field of the entry, you
can find the entry by searching for it.
Finding Schedule entries
There are three convenient ways to find particular schedule
entries, depending on the situation you are in. These are:
Index mode, Calendar view and searching using keywords.
2nd
1.
Press
.
SEARCH
The Search window appears.
Using Index mode
2.
3.
Type in any word that you think appears in the
DESCRIPTION field of the entry you are looking for.
3
CANCEL
(if it is not
1.
Go to Index mode by pressing
already displayed).
Press
.
ENTER
The entries you have made are listed in chronological
order. If you do not see the entry you want to view, press
If you still do not see the desired entry, press NEXT to
display subsequent matching entries.
PREV
or NEXT to scroll through the entries until you find
4.
Press
when you find the entry you want.
ENTER
it.
2.
3.
☞
The Search function does not distinguish between
upper- and lower-case letters.
Select the desired entry.
Press
.
ENTER
The complete entry is displayed.
Moving appointments and editing entries
➛
You can also jump to entries by specifying the date.
See p.77.
You can easily keep track of schedule changes, by editing
entries, including the date and time, without having to re-
enter all the information from the beginning. If the time and/
or date of a Schedule entry is changed, the entry is
automatically re-sorted for display in the correct
chronological order with other entries.
Using the Calendar view
You can access the Schedule entries from the Daily view
of the Calendar application by selecting the desired entry
and pressing
. (See p.72 for details.)
ENTER
1.
2.
3.
Select the entry you want to change in Index mode.
EDIT
Searching using keywords
Press
.
Even if you cannot remember the date of an event or
appointment, if you know the subject and/or a single word
Move to the field you want to change.
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75
4.
5.
Make the desired changes.
Press ENTER
3.
Select SELECTED ENTRY, then press ENTER
.
.
A warning message will appear asking if you are sure you
want to delete the entry.
The new edited entry is now stored.
Y
N
4.
Press
(or
to cancel the deletion).
You can also use cut and paste to move
appointments.
DEL
You can also delete an entry by pressing
after
selecting it in Index mode or displaying it in View
mode.
Deleting entries
You can delete single entries or groups of entries.
Deleting all entries
➛
For a full explanation of deleting Filtered entries, see
p.166.
All Schedule entries can be deleted at one time using the
menu.
MENU
in Index or View modes to open the
1.
Press
Deleting single entries
application menu.
1.
In the Schedule application, select the entry you want
to delete in Index mode or display it in View mode.
Or
In the Calendar application, select the entry you want
to delete in the Daily or Weekly view.
2.
Select DATA DELETION, then press ENTER
.
A submenu appears.
3. Select ALL SCHEDULE ENTRIES, then press
ENTER
.
MENU
2.
Press
to open the application menu, select
A confirmation message will appear asking if you are sure
you want to delete all the entries in the application.
DATA DELETION and press ENTER
.
A submenu opens.
N
4.
Press
(or
to cancel the deletion).
Y
☞
It is not possible to delete all entries (using ALL
SCHEDULE ENTRIES) if the unit is locked. See
p.186.
#3-2-3 Display
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Deletion of entries over a specific period
1.
In Index or View mode of the Schedule application,
press , and select GO TO A SPECIFIC
MENU
DATE, then press
You can delete all Schedule entries for a period of a month
or a single day using the Calendar application.
.
ENTER
A date entry window appears.
1.
Press CALENDAR and select a date which falls
within the period in which you want to delete all
Schedule entries.
3
#3-2-4 Display
2.
Press MENU and select DATA DELETION, then
press
.
ENTER
A submenu appears.
2.
3.
Enter the date you want to go to.
Press
3.
Select the desired period for deletion.
.
ENTER
A warning message appears asking if you are sure you
want to delete all the entries for the selected period.
The first entry on that day is selected in Index mode, or
displayed in View mode.
N
4.
Press
(or
to cancel the deletion).
Y
NEW
If you would like to make a new entry, press
you would like to view other entries on that date, press
PREV
, or if
☞
• Deletion of entries over a specific period cannot be
NEXT or
.
done if the Organizer is locked (see p.186).
• To delete all Schedule entries over a specific
period, you must be in a Calendar view which
includes the entire period you want to delete. For
example, you cannot delete entries for an entire
month while in the Daily view.
Making entries for recurring and extended
events
Using the Schedule application’s Repeat function, you can
copy entries to other days or dates without having to type in
each one individually. This is convenient for those
Selecting a specific date
appointments, meetings, and other events that are held
regularly. The Repeat function can also be used to enter an
event that spans a period of a few days or a few weeks,
If you want to jump to a specific date to find entries or make
a new entry, you can do it easily using the application
menu.
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77
such as a business trip or vacation. Six different types of
repeating events include:
1.
Select the date when the entry will occur for the first
time in the Schedule application.
NEW
2.
3.
4.
5.
6.
Press
.
Daily
Move to the DESCRIPTION field.
Repeats on the following one or more days for events that
span consecutive days.
Enter the description. Type Vacation.
Press
.
ENTER
Work day
Press MENU and select REPEAT THIS ENTRY,
then press
The same as Daily repeat, but excludes weekends.
.
ENTER
Weekly
Repeats the same day each week for regular weekly
events.
#3-2-5 Display
Bi-weekly
˜
7.
8.
Press
DAILY.
to display the pop-up list, then select
Repeats every other week.
Monthly by day
Enter the number of additional days on which the
event will be repeated. An entry can be repeated up
to 999 times. In this case, type 4 (together with the
original entry, the event will occur on five days).
Repeats the same day of each month (for example, the first
Tuesday) for regular monthly events on a specific day.
Monthly by date
Repeats the same date each month (for example, the 10th)
for regular monthly events on a specific date.
#3-2-6 Display
For example, if you have a five-day vacation beginning on
June 24th:
9.
Press ENTER
.
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Your five-day vacation is now stored.
Date
March 16, 1996
1:00 – 2:00 pm
Lunch with Sally
You can confirm that your vacation has been entered by
checking the Calendar monthly view.
Time
Description
1.
2.
In the Calendar or Schedule applications, select the
NEW
#3-2-7 Display
desired date and press
.
3
Enter the starting time and ending time, each followed
PM
by
.
☞
• To repeat an entry that has already been stored,
select it in Index mode, then proceed from step 6
above.
The cursor moves to the alarm time field. When this field is
empty, this means that no alarm is currently set.
PM
3.
Enter the desired alarm. Type 1200 and press
.
• Events like the second and fourth Thursday of
each month can be generated by making two
different schedule entries and repeating each one.
If you want to set the alarm at the schedule’s starting
2nd
ALARM
time, skip step 3 above and press
.
☞
Note that the alarm symbol is different from the
Setting a Schedule alarm
bell which appears at the top of the display to indicate
that any alarms already marked as set throughout the
Organizer will sound at the designated time.
A Schedule alarm can be set to remind you of scheduled
events such as appointments and meetings. You can set an
alarm for any entry that has a starting time set. Alarms that
have been set will sound even if the unit is turned off. After
setting the alarm for a scheduled event, the ( ) will
appear next to the event in Index mode and in the
Calendar’s Daily view.
5.
6.
Move to the DESCRIPTION field and type Lunch with
Sally.
Press
.
ENTER
To set an alarm for an entry that has already been stored,
display the entry in Edit mode and enter the desired alarm
time in the alarm field or press
alarm at the entry’s starting time.
Enter the following information with an alarm set for one
hour in advance:
2nd
ALARM
to set the
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79
➛
You can also set alarms separately from Schedule
entries. See p.178.
The To Do Application
The To Do application is a valuable organizational tool to
help you meet deadlines and to add structure and efficiency
to your work as well as the goals that you set for yourself.
This application allows you to organize and track tasks and
objectives, assign them priorities, and assign up to five
categories to each entry, making it possible to access them
selectively in a variety of ways. To help you in this task,
entries are identified as TO BE DONE, DONE, or
MONTHLY GOALS.
Clearing a set alarm
To clear an alarm that has been set for a Schedule entry,
display the entry in Edit mode, then press
2nd
ALARM
.
➛
You can disable all set alarms simultaneously. See
p.179.
The Schedule application menu
Selects the Calendar view
(see p.69).
Making new entries
#3-2-8 Display
Shows today’s Schedule
entries.
Entries in the To Do application contain nine fields:
Description, Due Date, Priority, Done indicator, and five
fields for categories. These categories, which you can
define yourself and assign as you like, can be used to
manage tasks according to project, the personnel involved
in them, or any other groupings you wish to define.
Goes directly to particular
date.
Used to enter events that
occur regularly, or mark an
event that spans a period of
time (see p.77).
Selects the specific entries for
deletion (see p.76).
The way in which To Do entries are displayed in the
Calendar views will differ depending on the contents of the
Due Date field, as follows:
•
Entries with no due date are always shown on the
display for today’s date.
•
Entries with a due date (month, day, and year) are
shown only on that date.
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80
•
Entries for which only a month and year (no day) have
been entered are considered to be Monthly Goals and
are displayed in a special box for monthly goals which
appears in the Calendar’s Monthly view.
#3-3-1 Display
This system provides the flexibility for an entry to be
displayed according to the type of task. For example, you
could enter a daily task, leaving the DUE DATE field blank,
and it would be displayed every day as part of that day’s
schedule; or for a long-term project, enter the month in the
DUE DATE field without a specific date and it will be shown
only in the Monthly view as a Monthly Goal.
3.
4.
5.
Enter the description of the entry. Type Prepare Alpha
project
proposal for John.
3
Skip the DUE DATE field and move to the PRIORITY
field.
Type 1.
Assigning priority to entries
#3-3-2 Display
In the PRIORITY field you can enter a number (0-9) or
letter (A-Z) (but not special or accented characters), which
then indicate the importance of a task or project. (Numbers
are given priority over letters.)
6.
Press
.
ENTER
The entry is now stored.
Enter the following information:
Assigning due dates to entries
Description
Prepare Alpha project proposal for
John
A To Do entry must be given a due date (or month) so the
Organizer knows how to classify it and the Calendar knows
when it becomes due. The due date can be entered either
by typing in the actual date, or by selecting the date from
the pop-up calendar and using the arrow keys to select the
desired month and day.
Priority
1
1.
2.
Press
Press
.
TO DO
NEW
.
The To Do entry display opens.
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81
Enter the following information:
2.
3.
4.
Enter a description. Type Read manuscript.
Move to the DUE DATE field.
Description
Due Date
Sales report
Mar 10, 1996
Enter the month when you want to accomplish this.
Type 08.
In the To Do application:
'
5.
Press
twice (skipping the date) and enter the
NEW
1.
2.
3.
Press
.
year. Type 1996.
Type Sales report.
6.
Press
.
ENTER
Move to the DUE DATE field. Enter the due date in
the order of month, day, year. Type 03101996, or
The entry is now stored.
˜
PREV
press
, use
and NEXT to display March
Now check that the entry you made is displayed on the
˜
§
'
¶
1996, then use
the 10th of the month.
and to move to
Calendar.
7.
Press CALENDAR
.
4.
Press ENTER
.
Entering a monthly goal
#3-3-3 Display
If you enter only the month and year in an entry’s DUE
DATE field (with no specific date), the entry becomes a
monthly goal, and will appear in the Calendar’s Monthly
view when HIDE MONTHLY GOALS is deselected.
Monthly goal entries are displayed within a box.
Finding entries using Index mode
You have a manuscript you have to read by the end of
August.
1.
Go to Index mode.
In the To Do application:
#3-3-4 Display
NEW
1.
Press
.
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Index mode in the To Do application can show entries
based either on their priority level or their due date. In the
default setting, entries with an assigned priority are
displayed first (in the order of number, then letter), followed
by entries with no assigned priority. Select INDEX BY from
the application menu, then DATE from the submenu to
display entries in chronological order based on the due
date. To return to a display based on priority, select INDEX
BY from the menu, then PRIORITY from the submenu. This
means you can access entries in the way that is most
convenient for you.
2.
Select HIDE MONTHLY GOALS and press
.
ENTER
The Monthly Goals will then be displayed the next time the
Calendar’s Monthly view is selected.
3.
Press MENU again to confirm that no ✓appears
next to HIDE MONTHLY GOALS, indicating the option
has been deselected.
3
☞
To select HIDE MONTHLY GOALS, repeat the above
procedure. The ✓will then appear on the menu.
An overdue entry (ie. an entry for which the due date has
passed) will always be shown in the Calendar views on the
display for today’s date as well as on its due date.
2.
Press MENU and from the VIEWS submenu, select
the file you want to review and press ENTER
.
3.
If you want to see the details of an entry, select the
entry and press
Using keywords
.
ENTER
Using the contents of any fields, including the DUE DATE
and PRIORITY fields, you can access desired entries
directly.
The entry is displayed in View mode.
Controlling how the Calendar displays To Do
information
In the To Do application:
2nd
1.
Press
SEARCH
.
To Do entries are indicated with ! beside their due dates in
the Calendar’s Monthly views. The Calendar application
can also display a reminder of any Monthly Goals that have
been set.
The Search window appears.
2.
3.
Type in any word you remember in the entry you are
looking for. This word may occur in any field of the
entry.
To display the Monthly Goals:
1.
From the Calendar application, press MENU .
Press
.
ENTER
The application menu appears.
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If you still do not see the desired entry, press NEXT to
display the following matching entries.
application, which lets you check off a monthly goal entry or
a task that you have completed before its due date.
4.
Press ENTER when you find the entry you want.
Checking off entries using the Calendar
☞
The Search function does not distinguish between
upper- and lower-case letters.
1.
2.
3.
Press CALENDAR
.
Go to the Daily view.
Editing entries
Display the date you want to check.
1.
2.
Select the entry you want to change in Index mode.
EDIT
If the entry you want to check off is not displayed, press
˜
until it appears.
Press
.
The selected entry opens in Edit mode.
#3-3-5 Display
3.
4.
Make the desired changes.
Press
Check box to
mark task as
completed
.
ENTER
The updated entry is now stored.
4.
Go to the entry you have completed and press
✓
.
Checking off completed entries
Once you have reached a target or goal you set for
yourself, it is a good idea to check off the entry as
completed so that you can concentrate on things still to be
done. Any entry marked as done will remain displayed on
the done date in the Calendar. This allows you to go back
and review entries that have already been completed.
#3-3-6 Display
The box is now marked with ✓, and the entry is marked as
having been completed today.
This operation can be done either using the Calendar,
which makes it easy to check completed entries when you
check your schedule for the day, or in the To Do
☞
If you mistakenly check off an entry as completed,
you can uncheck the entry by pressing
✓
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84
again. However, if you do this, the entry will be stored
without a due date.
Using categories
A category is a name that you assign to an entry so it can
be grouped with other entries for subsequent selective
access. You can use categories to organize your
information, for example, to group tasks by project,
personnel, or other criteria that you may find useful. Up to
32 different categories can be used in the To Do
application, and up to five categories can be assigned to
each entry. Once a word is entered within an entry as a
category, that word is automatically stored and sorted
alphabetically in the category list, from which you can
select a category to assign to an entry. You can also
manually add a word directly to the category list, as well as
editing and deleting words in the list.
Checking off entries in the To Do application
1.
Select the entry in Index mode.
3
Check box
#3-3-7 Display
2.
Press
✓
.
The entry is checked off and the box is marked with ✓.
The DUE DATE field name changes to DONE DATE and
today’s date appears in it.
☞
Be careful when manually adding categories because
the Organizer distinguishes between upper- and
lower-case letters for category names. For example,
“For John” and “for john” are treated as different
categories.
3.
Press ENTER
.
☞
If you mistakenly check off an entry as completed,
you can uncheck the entry by pressing
✓
Making entries using categories
again. However, if you do this, the entry will be stored
without a due date.
Enter the following:
Description
Due Date
Call Frank re: Alpha Project
➛
Once a project or task is completed, and you no
longer need the To Do reminder, you can delete the
entry, or groups of entries, which will free up memory
in the Organizer. See p.88.
Mar 15, 1996
Phone Call
Alpha Pro.
Category 1
Category 2
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NEW
1.
2.
Press
.
Enter the description and due date. Type Call Frank
#3-3-9 Display
˜
re:
Alpha Project
03151996.
3.
4.
5.
Move to the CATEGORY 1 field.
☞
You cannot use the same category more than once
within the same entry.
Enter the category. Type Phone Call.
Move to CATEGORY 2. Type Alpha Pro.
Assigning categories using the category list
1.
When entering or editing an entry in Edit mode, move
to any of the five CATEGORY fields.
#3-3-8 Display
The pop-up symbol appears at the right.
˜
2.
Press
.
6.
Press
.
ENTER
The Category window opens with the first category
selected. Categories are listed in alphabetical order.
The entry is stored and, at the same time, the two
categories you entered are stored in the category list.
7.
The Index view for the To Do application appears.
8. Press MENU , select CATEGORIES and press
Press
to return to Index mode.
ENTER
#3-3-10 Display
.
ENTER
3.
Select the desired category and press
.
ENTER
The CATEGORIES window appears.
The category window closes and the selected category
appears in the field.
˜
9.
Press
to display the pop-up category list.
4.
Press ENTER
.
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DEL
. A confirmation message appears. Press
Y
☞
You cannot use the same category more than once in
the same entry.
N
to confirm the deletion (or
operation).
to cancel the
Updating the Category list
☞
If the Category is currently in use by one or more
entries, a warning message will be displayed and it
will not be deleted.
Since the number of categories and the Organizer’s
memory are both limited, you may wish to delete unused
categories. Also, you may wish to define a number of new
categories without creating a new To Do entry, or even edit
the names of existing categories.
3
CANCEL
when you have finished making your
4.
Press
changes.
The To Do Index view appears.
1.
From the To Do application’s Index view, press
MENU
.
☞
When you edit a category name, any To Do entries
that refer to that category are automatically updated
to reflect the change.
2.
Select CATEGORIES and press
.
ENTER
The CATEGORIES window appears.
3. Make the desired change to the category list:
Accessing the To Do entries by category
You can choose to view only those entries that have been
assigned a specific category.
NEW
To enter a new category: Press
new category name, then press
, type in the
.
ENTER
1.
Press MENU to open the application menu. The
VIEWS command should already be selected. Press
˜
To edit an existing category: Press
, select the
desired category from the list and press ENTER . The
selected category appears in the category box. Press
.
ENTER
EDIT
, make the necessary changes then press
The VIEWS submenu appears.
2. Move to BY CATEGORY, then press
ENTER to store the edited entry.
.
ENTER
˜
To delete an existing category: Press
desired category from the list and press
, select the
. The
The category window appears.
ENTER
˜
selected category appears in the category box. Press
3.
Press
to open the category list.
The pop-up category list appears.
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4.
Select the category whose To Do entries you want to
view, then press
entries that have been checked off as completed.
.
ENTER
1.
2.
Press MENU , select VIEWS and press ENTER
.
All entries that have been assigned the selected category
are then shown in Index mode.
Select the type of entries you want to delete (DONE,
TO BE DONE, or MONTHLY GOALS), then press
.
ENTER
Deleting To Do entries
MENU
, select DATA DELETION then press
.
3.
4.
Press
ENTER
Deleting single entries
1.
Select the desired entry in Index mode or display it in
View mode.
Select ALL IN CURRENT VIEW then press
.
ENTER
A warning message will appear asking if you are sure you
want to delete all the entries in the selected file.
2.
Press MENU , select DATA DELETION, then press
.
ENTER
N
5.
Press
(or
to cancel the deletion).
Y
A submenu opens.
3. Select SELECTED ENTRY, then press
☞
It is not possible to delete all entries in a file
simultaneously if the Organizer is locked. See p.186.
.
ENTER
A warning message will appear asking if you are sure you
want to delete the entry.
Deleting To Do entries by Category
You can delete those entries in a particular Category.
N
4.
Press
(or
to cancel the deletion).
Y
1.
From Index or View mode, press MENU , select
VIEWS then press
You can also delete single entries in Index mode by
.
ENTER
DEL
selecting the entry to be deleted and pressing
.
2.
Select BY CATEGORY then press
.
ENTER
Deleting To Do entries by type
You can delete only TO BE DONE, DONE, or MONTHLY
GOAL entries simply by selecting the desired type of entry
from the application menu, then deleting the currently
viewed entries. This is especially convenient for deleting all
The CATEGORIES window appears.
˜
3.
Press
, select the desired category from the list
and press
.
ENTER
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4.
Press
.
ENTER
The To Do application menu
Only To Do entries in the selected Category are displayed.
Selects TO BE DONE, DONE
or MONTHLY GOALS entries.
5.
6.
Press MENU , select DATA DELETION and press
Sets the Index sorting order by
date or by priority (see p.83).
#3-3-11 Display
.
ENTER
Opens the CATEGORIES
window so you can add, edit,
delete or select categories (see
p.85).
From the submenu, select ALL IN CURRENT VIEW
and press
3
.
ENTER
A confirmation message appears.
Selects the specific entries for
deletion (see p.88).
N
7.
Press
(or
to cancel the deletion).
Y
Deleting all To Do entries
You can delete all of the To Do entries in all files.
1.
Press MENU , select DATA DELETION then press
ENTER
.
2.
Select ALL TO DO ENTRIES then press
.
ENTER
A warning message will appear asking if you are sure you
want to delete all To Do entries.
N
3.
Press
(or
to cancel the deletion).
Y
☞
It is not possible to delete all entries simultaneously if
the Organizer is locked. See p.186.
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NEW
2.
Press
.
The Ann (Anniversary) Application
Edit mode opens.
The Ann (Anniversary) application makes it easy for you to
keep track of annual events, such as wedding anniversaries
and birthdays of friends, relatives and business associates.
Once entered, the dates of annual events are displayed on
the Calendar highlighted white-on-black, giving you plenty
of warning to prepare for them well in advance every year.
#3-4-1 Display
3.
Enter the date in the order of month, day (there is no
year entry). Type 0517.
Making new entries
4.
5.
Move to the DESCRIPTION field.
There are two files in the Ann application, each of which
stores different kinds of anniversaries: those which occur
on a specific date every year, and those which occur on a
particular day. The first file, ANN 1, stores and displays
entries that occur on a specific date, and the second, ANN
2, stores and displays entries that occur on a specific day,
for example, the third Thursday in November. ANN 1 is the
default file, but you can easily change between them
whenever you like.
Enter the description of the event. Type Sally’s
Birthday.
#3-4-2 Display
6.
Press
.
ENTER
Making new entries in the ANN 1 file
The entry is now stored.
Enter the following in the ANN 1 file:
Date
May 17
Making new entries in the ANN 2 file
Description
Sally’s Birthday
Enter the following in the ANN 2 file:
1.
Press
.
ANN
Day
The second Sunday in May
Mother’s Day
Index mode opens in the ANN 1 file.
Description
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90
In the Ann application:
Finding entries
1.
2.
3.
Press MENU , select VIEWS and press ENTER
Select ANN 2 BY DAY then press
.
Entries are stored in chronological order in each file.
.
ENTER
Using Index mode
NEW
Press
.
1.
2.
3.
4.
Go to Index mode.
Edit mode opens.
3
Press MENU , select VIEWS then press ENTER
.
Select the file you want then press
.
ENTER
ENTER
Select the desired entry then press
it in full.
to display
#3-4-3 Display
Using the Calendar view
˜
4.
5.
6.
In the MONTH field, press
and select the month
from the pop-up list (choose “MAY”). Press
ENTER
In the Calendar’s Monthly view, Ann entries are indicated
by dates highlighted in white-on-black, clearly showing that
you have important annual events on those days.
followed by NEXT
.
˜
In the WEEK field, press
and select the week of
the month in which you want to record the anniversary
You can access the Ann entries from the Daily view in the
Calendar application by pressing
the desired entry. (See p.72 for details.)
(choose “2nd”). Press
followed by
.
ENTER
NEXT
after highlighting
ENTER
˜
In the DAY OF THE WEEK field, press
and
select the day of the week for which you want to
record the anniversary (choose “SUNDAY”). Press
Using keywords
followed by
.
ENTER
NEXT
If you cannot remember the exact date of an important
anniversary, eg. a friend’s birthday, you can search for the
anniversary using the following procedure.
7.
In the DESCRIPTION field, enter the description of
the anniversary. Type Mother’s Day, then press
ENTER
.
2nd
1.
Press
SEARCH
.
The anniversary is stored.
The Search window appears.
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91
2.
3.
Type in any word that you think appears in the
DESCRIPTION field of the anniversary entry you are
looking for.
2.
A submenu opens.
3. Select SELECTED ENTRY, then press
Press
and select DATA DELETION.
MENU
.
ENTER
Press ENTER
.
A confirmation message will appear asking if you are sure
you want to delete the entry.
If you still do not see the desired entry, press NEXT to
display the following matching entries.
N
4.
Press
(or
to cancel the deletion).
Y
4.
Press
entry.
when you have selected the desired
ENTER
In Index mode, you can also delete single entries by
pressing DEL after selecting the entry to be deleted.
☞
This function does not distinguish between upper- and
lower-case letters.
Deleting all entries
1.
Press
ENTER
, select DATA DELETION, then press
MENU
.
Editing Ann entries
1.
2.
3.
4.
5.
Select the file in which the desired entry is stored.
Select the entry in Index mode.
A submenu appears.
2. Select ALL ANN 1 BY DATE or ALL ANN 2 BY DAY
EDIT
Press
Make the desired changes.
Press
to open Edit mode.
as required, then press
.
ENTER
A confirmation message appears asking if you are sure you
want to delete all entries in the file.
.
ENTER
N
3.
Press
(or
to cancel the deletion).
Y
The new, correct entry is now stored.
You can also delete all entries in both ANN files at
once. Simply select ALL ANN FILES in step 2 above.
Deleting Ann entries
Deleting single entries
☞
It is not possible to delete all entries simultaneously if
the unit is locked. See p.186.
1.
Highlight the entry in Index mode or display it in View
mode.
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92
The Ann application menu
Selects ANN 1 file or ANN 2
file (see p.91).
#3-4-4 Display
Selects the specific entries for
deletion (see p.92).
3
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CHAPTER 4
Creating Your Own Database
The Tel and User File Applications
Each application provides three different files for the entries
it will store.
his chapter describes using the Tel
(Telephone) and User File applications.
Each file in either application can be named and set up
from a built-in list of six types, or templates. These
templates are pre-defined for each application as follows.
These two applications are actually
T
identical in the way that they function, except that
they have different default file and field names
designed to handle different types of information.
The flexibility of these applications allows you to
manage a wide range of information, from a
simple address book to an extensive restaurant
guide or even a listing of your important business
contacts.
For the Tel application: Telephone, Office, Contacts,
Business, Personal and Family.
4
For the User File application: Travel, Restaurant, A/V
Guide, Home Inventory, Inventory and Product.
The three Tel files are each set up automatically to provide
a simple address book. The default files set up on
initialization are:
TEL 1
Telephone template comprising three fields:
Name, Number and Address.
TEL 2
Contacts template comprising 12 fields:
Company, Contact, Title, Department, Tel
Number, Extension, Fax Number, Other Number,
E-Mail, Assistant, Address and Notes.
TEL 3
Personal template comprising nine fields: Name,
Home number, Work number, Cellular phone
number, Other number, Address, Spouse,
Children and Notes.
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The three User File directories are set up automatically as
with an asterisk.
follows:
ENTER
3.
Select the desired file and press
.
USER FILE 1
Restaurant guide template comprising
seven text fields: Cuisine, Name, Number,
Address, Prices, Attire and Remarks.
TEL
USER FILE
to switch
You can also press
or
between the various files in the respective application.
USER FILE 2
Home Inventory template comprising ten
text fields: Item name, Location,
Description, Manufacturer, Serial #, Place
purchased, Date purchased, Cost,
Estimated value and Notes.
Creating new entries
In the Tel or User File application:
1.
Select the file in which you want to store the
information using the procedure shown above.
USER FILE 3
Free-format template comprising five text
fields.
NEW
2.
Press
.
Edit mode opens.
3. Type in the appropriate information in each field.
You can store information in any file you want according to
your preferences.
In the Name field of a Tel entry, enter the last name first if
you want the entries to be sorted in last name order.
➛
Note that you can rename any file or field names
according to your preferences. See p.99 for more
information on customizing these applications.
You must always enter information in the first field of any
file.
Selecting a file
ENTER
when you are finished.
4.
Press
Before beginning a particular operation, you must first
select the file you want to work with.
The message “Stored!” will appear briefly, indicating that
the entry is now stored in memory.
TEL
USER FILE
to open the desired
1.
Press
or
application.
Finding entries
2.
Press MENU to open the application menu and then
select VIEWS. The currently selected file is marked
Entries in the Tel and User File applications are stored
alphabetically based on whichever field has been selected
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96
ENTER
as the index (using the INDEX BY command in the
CONFIGURE menu). There are two basic ways to find and
display an entry.
3.
Press
.
If you do not see the entry you are looking for, press NEXT
until it is displayed.
Using Index mode
ENTER
when you find the entry.
4.
Press
☞
The Search function does not distinguish between
upper- and lower-case letters.
1.
2.
3.
Go to Index mode.
Select the file you believe the entry is in.
4
Editing entries
Press the key for the first letter of the field selected as
the index (using the INDEX BY command in the
CONFIGURE menu). (The first entry closest
1.
Select the entry in Index mode or display it in View
mode.
alphabetically to the key you pressed is displayed.)
EDIT
2.
Press
.
˜
If you do not see the entry you are looking for, press
until it is displayed.
The entry opens in Edit mode with the cursor in the first
field.
ENTER
to see it in
4.
Highlight the entry, then press
detail.
3.
Make any desired changes.
CANCEL
Press
have made.
at any time to discard any changes you
Using keywords
If you are not sure of the name or the contents of the first
field of an entry, but you do know a word that appears in
the entry, then you can use the Search function to find it.
ENTER
when you have finished.
4.
Press
The message “Stored!” will appear briefly, indicating that
the changes are now saved in memory.
2nd
1.
Press
SEARCH
.
☞
If you changed the contents of the first field, the entry
is resorted based on the changes.
The Search window appears.
2.
Type in a word that appears in the entry you are
looking for.
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N
5.
Press
Y
(or
to cancel the deletion).
Deleting file entries
Deleting single entries
Deleting all entries in all files
1.
2.
3.
Select the entry you want to delete in Index mode, or
display it in View mode.
MENU
1.
2.
Press
press
, highlight DATA DELETION, then
.
ENTER
MENU
Press
, highlight DATA DELETION then press
From the submenu, highlight ALL TEL FILES or ALL
ENTER
ENTER
.
USER FILES then press
.
Highlight SELECTED ENTRY then press
.
ENTER
A warning message will appear asking if you are sure you
want to delete all entries in the files.
A warning message will appear asking if you are sure you
want to delete the entry.
N
3.
Press
Y
(or
to cancel the deletion).
N
4.
Press
Y
(or
to cancel the deletion).
☞
It is not possible to delete all entries either in a single
file or in all three files simultaneously if the Organizer
is locked. See p.186.
You can also delete single entries by highlighting the
DEL
entry in Index mode and pressing
Deleting all entries
.
The Tel application menu
Selects TEL 1, TEL 2 or TEL 3
files (see p.96).
MENU
ENTER
1.
2.
Press
, select VIEWS then press
.
Defines the field, index and sorting
format for each file (see p.99).
Select the file in which you want to delete all the
#4-1-1 Display
ENTER
entries then press
MENU
.
Selects the specific entries for
deletion (see p.98).
3.
4.
Press
press ENTER
, highlight DATA DELETION, then
.
The User File application menu
From the submenu, highlight ALL IN SELECTED
FILE, then press
Selects USER FILE 1, USER FILE
2 or USER FILE 3 (see p.96).
.
ENTER
Defines the field, index and sorting
format for each file (see p.99).
#4-1-2 Display
A warning message will appear asking if you are sure you
want to delete all entries in the selected file.
Selects the specific entries for
deletion (see p.98).
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Changing file names
Customizing the Tel and User File Applications
TEL
USER FILE
to start the application
1.
Press
or
You can customize the Tel and User File applications in
containing the file whose name you want to change.
the following five ways:
2.
Press MENU , select one of the three CONFIGURE
File names:
You can give each file a name of up to 10
characters of your choice.
commands corresponding to the file you wish to
ENTER
modify, then press
.
Fields:
You can change the field names (up to 12
characters per field), and the number of
fields that each entry can have (up to 16).
The CONFIGURE submenu appears.
4
#4-2-1 Display
Index mode display:
You can specify which fields (up to
3) are displayed in Index mode and
how many characters are
displayed for each field (up to 38
characters in total).
3.
If the FILE NAME field is not already selected, move
˜
¶
ENTER
to it using
and
, and then press
.
Sorting order:
Template:
You can specify which fields are used to
sort the entries displayed in Index mode.
The FILE NAME window opens.
#4-2-2 Display
You can specify which of the six
templates to use as a template for each of
the application’s three files. In order to
select a particular template, you must first
select the file for which it is to be applied.
Note that the six templates are different
for Tel and User File.
Current file
name
4.
5.
Press
NEW to clear the current name.
Enter the new name (up to 10 characters).
Letters, numbers, and symbols can all be entered.
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99
CANCEL
ENTER
6.
Press
to store the new name. (Or
☞
If you decrease the number of fields for a file that
already has some entries stored, fields and any
information they contain will be deleted from the
bottom of each entry until the decreased number of
fields is reached. Since the data in these fields are
lost, care should be taken when reducing the file size.
to cancel any changes and leave the original file
name.)
Configuring fields
If you do not want to change the number of entry fields,
skip steps 1-6 below.
ENTER
6.
7.
Press
to store the number of fields you
CANCEL
entered. (Or
to cancel any changes and
TEL
USER FILE
to open the application
1.
Press
or
leave the original number of fields.)
that you want to set up the fields in.
Press MENU , select one of the three CONFIGURE
commands for the appropriate file, then press
2.
Press MENU , select one of the three CONFIGURE
menus corresponding to the file you wish to modify,
ENTER
.
ENTER
then press
.
The CONFIGURE submenu appears.
The CONFIGURE submenu appears.
ENTER
8.
Select FIELD NAME and press
.
ENTER
3.
Highlight FILE NAME and press
The FILE NAME window opens.
.
The FIELD NAME window opens.
#4-2-4 Display
Current field
names
#4-2-3 Display
Number of fields
currently set and
used in this file.
9.
Move to the desired fields and change them as
required.
4.
5.
Move down to NUMBER OF FIELDS and press
NEW
to clear the current number in the field.
Use
NEW to clear the current name.
Enter the number of fields that you want your entries
to have.
Enter the new name (up to 12 characters). The name can
contain letters, numbers, and symbols.
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CANCEL
ENTER
10. Press
when you have finished. (Or
3.
4.
Select and enter 0 in whichever fields you do not want
to appear in Index mode.
to cancel the changes and leave the fields as they
were.)
Select which fields you want to appear in Index mode,
and enter the number of characters that you want the
field to be able to hold. Remember that the total
maximum number of characters for all fields together
is 38.
Customizing the Index display
You can set up a different Index format for each of the
three files in the Tel and User File applications,
designating up to three fields you want displayed in Index
mode and the number of characters for each field.
˜
¶
If the desired fields are not all displayed, use
to scroll one line at a time.
and
4
In the Tel or User File application:
CANCEL
ENTER
5.
Press
when you have finished (or
to cancel the changes).
1.
Press MENU , select one of the three CONFIGURE
ENTER
menus then press
.
☞
• You can set any text fields to be displayed in Index
mode. No matter which fields appear in the Index,
entries are sorted and accessed according to the
contents of the first field.
ENTER
2.
Select INDEX FORM then press
.
The INDEX FORM window opens.
Field name
• You must set at least one field to be displayed.
Modifying the Index sort order
Number of
characters
currently set to
be displayed for
each entry in
Index mode.
#4-2-5 Display
The Tel and User File applications allow you to define the
way in which your entries are sorted in Index mode. You
can specify which of the displayed fields should be used as
the first sorting key, and optionally specify second and
(when appropriate) third fields for further ordering.
☞
• From one to three fields can be displayed in Index
mode.
For example, in the Tel application, you might decide you
want your Contacts list (initially configured as TEL2) to be
• The total number of characters you can have for all
fields is 38.
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101
sorted alphabetically first by COMPANY, then by NAME (as
opposed to the default, which is by COMPANY only, so that
for each company, the names are displayed in the order in
which they were created).
Modifying the templates
For each file used in the Tel and User File applications,
you can choose one of the six built-in templates supplied
with the Organizer. Although these templates are selected
during User Set-up, you can change to another template at
any time. Refer to the QUICK START section at the front of
this manual on how to run the User Set-up.
TEL
repeatedly until the CONTACTS file (file
1.
2.
3.
Press
2) is displayed.
MENU
Press
and select CONFIGURE TEL FILE 2,
ENTER
then press
.
In the submenu, select INDEX BY and press
ENTER
.
The SORTING ORDER window appears.
4.
In the COMPANY field, make sure “1” appears to
indicate that the entries should first be sorted by
COMPANY.
5.
6.
Press NEXT
.
In the CONTACT field, enter 2 to indicate that this
field should be used as the second sorting key for the
entries within each company.
ENTER
7.
Press
.
The Index view reappears with the entries sorted first by
Company, then by Contact name.
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CHAPTER 5
Memo and Outlining
The Memo Application
The Organizer’s Memo application provides you with a
simple yet powerful means of recording information, from
meeting notes to memorandums and letters. With a printer
connected to the unit, this gives you the capability to print
out impressive full-scale letters, reports and other
documents (see p.170).
his chapter explains the features of
the Memo application, the Organizer’s
basic word processing utility, and the
T
Outline application, a powerful application for
structuring your thoughts, ideas, and written
work. When used together, eg. first outlining a
document using Outline and then developing it
using Memo, these two applications provide
powerful word processing capabilities in a hand-
held device.
Before reading this chapter, be sure you have read Editing
Techniques in Chapter 2. More advanced editing features
are used in this chapter. Be sure you have a good
understanding of the Organizer’s basic editing procedures
before beginning to use the Memo application.
5
Creating documents
MEMO
to open the application.
1.
Press
The Memo application opens in Index mode.
NEW
2.
Press
.
#5-1-1 Display
3.
Type in the following letter (pressing
a new line):
to move to
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103
May 10, 1996
Mr. Frank Smith
Chairman
5.
6.
Type in the title Letter to Frank.
ENTER
Press
.
ABC Co. Ltd.
The entry is then stored and displayed in View mode.
Dear Mr. Smith:
Finding entries
Thank you for your fax of May 5th, 1996 regarding the
Alpha Project.
We agree that it is too difficult to answer your questions
about our new project properly based on the available
information. We will receive the proper documentation
within the next week.
Memo entries can be sorted for display in two ways:
alphabetically according to their title, and by date of entry.
You can choose whether to display the entries in date order
or alphabetical order to make finding the desired entry as
easy as possible, depending on the situation.
This shouldn’t cause any delay in our production schedules.
Sincerely,
Changing the Index order
1.
Go to Index mode.
Title
☞
It is not necessary to press
at the end of each
line. The unit will automatically perform word
wrapping onto the next line when the current line is
full.
The date on
which the entry
was created or
last edited.
#5-1-3 Display
#5-1-2 Display
MENU
ENTER
2.
Press
, select INDEX BY and press
.
A submenu appears, with the current Index sorting method
marked by an asterisk.
ENTER
when you have finished entering the
4.
Press
text.
3.
Select the desired sorting method (DATE or TITLE),
ENTER
then press
.
The Memo Title window then appears.
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The MEMO index view is redisplayed, with the contents
sorted according to the selected method.
☞
The Search function does not distinguish between
upper- and lower-case letters.
ENTER
to see it
4.
Select the desired entry, then press
in detail.
Editing Memo entries
1.
2.
Select the entry in Index mode.
EDIT
The full entry is displayed.
If an entry is too long to fit on the screen at one time, you
Press
.
˜
¶
can press
or
to scroll the display.
The entry opens in Edit mode.
3. Make any desired changes.
If you are working with a long piece of text that goes off the
☞
When Index mode entries are sorted according to
title, you can jump to any entry in the list by pressing
the first letter of its title.
5
¶
˜
display, use
or
to scroll up or down line by line or
˜
¶
2nd
2nd
use
or
to move to the first or last line
Using keywords
of the text.
If you cannot remember the exact title of an entry, but you
know a word or words that appear somewhere in the entry
(including its TITLE field), you can use the Search function
to find the entry.
ENTER
4.
Press
Press
when you are finished.
CANCEL
☞
at any time to discard any changes
CANCEL
you have made. If you do press
after
making some changes, a confirmation will be
displayed asking if you are sure you want to discard
your changes.
2nd
1.
Press
SEARCH
.
The Search window appears.
2.
3.
Type in the words you remember in the entry you are
looking for.
Deleting Memo entries
Deleting single entries
ENTER
Press
.
1.
Select the entry you want to delete in Index mode or
display it in View mode.
NEXT
If you still do not see the desired entry, press
display the subsequent matching entries.
to
MENU
2.
Press
, select DATA DELETION then press
ENTER
when you find the entry.
4.
Press
ENTER
.
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The DATA DELETION submenu appears.
3. Select SELECTED ENTRY then press
Changing the way text is displayed
ENTER
.
The Organizer’s screen is 40 characters wide. If you select
WORD WRAP ON from the menu, then when 40 characters
have been entered and it reaches the end of the line, the
text will wrap to the beginning of the next line.
A confirmation message appears asking if you are sure you
want to delete the entry.
N
4.
Press
Y
to delete the selected entry (or
to
However, there may be times during editing when you want
the text on the screen to behave as if it was being viewed
on a standard PC screen, which is 80 characters wide. For
example, if you were writing a letter containing some rows
or columns of prices, you might want to see exactly where
the line breaks occurred, (ie. where one line ends and
another begins), to make sure the letter was laid out
correctly.
cancel the deletion).
You can also delete single entries by selecting the
DEL
entry in Index mode and pressing
.
Deleting all entries
MENU
, select DATA DELETION then press
1.
Press
ENTER
.
You can do this easily by changing the display width, so
that 80 characters can be shown on the display.
The DATA DELETION submenu appears.
2. Select ALL MEMO ENTRIES then press
MENU
, select DISPLAY
1.
In Edit mode only, press
WIDTH and press
ENTER
.
ENTER
.
A confirmation message appears asking if you are sure you
want to delete all entries in the application.
The DISPLAY WIDTH submenu appears. An asterisk
appears next to the current selection.
N
3.
Press
Y
to delete all Memo entries (or
to
2.
Select 80 CHARACTERS from the submenu and
ENTER
cancel the deletion).
press
.
☞
It is not possible to delete all entries simultaneously if
the Organizer is locked. See p.186.
The text will be then displayed in 80-character-wide lines.
Since the Organizer’s display is only 40 characters wide,
'
§
you can use the
and
keys to scroll the display
right and left to view the text that cannot fit on the display.
When you want the text to wrap normally at the end of the
line, repeat the above steps but select 40 CHARACTERS
from the DISPLAY WIDTH submenu.
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Turning word wrap on and off
The Outline Application
Word wrap automatically moves text which will not fit onto
the end of a line to a new line, preventing words from being
split when you type. This allows you to type text without
having to worry about when to insert a carriage return to
move to the next line. The default setting for the
Organizer’s word wrap function is on. There may be times,
however, when you want to turn off the word wrap function.
This can be done for each individual entry.
The Organizer’s Outline application is a simple, convenient
tool to help you arrange the information or key points of
your ideas and writing into a clear, easy-to-understand
hierarchical structure. This is ideal for organizing your goals
and ideas, and the application provides the flexibility to
restructure the outline whenever necessary.
An outline structure consists of a title and one or more
topics, which in turn can have one or more subtopics.
These topics can be rearranged, grouped together, or even
hidden from view, so that you can manage a lot of
information easily and efficiently.
MENU
1.
2.
In Edit mode, press
.
5
ENTER
Select WORD WRAP ON then press
.
A ✓will no longer appear next to WORD WRAP ON
whenever you view the application menu in Edit mode.
Within an outline, you can enter, edit, or delete topics while
maintaining an overview of the entire outline and its topics.
☞
To turn word wrap back on for an entry, repeat the
procedure. The ✓next to WORD WRAP ON will now
appear.
Creating an outline
Shown below is an example of how a price list might look in
the Outline application in full view mode.
The Memo application menu
Title
Turns WORD WRAP on and off
(see above)
#5-1-5 Display
Indicates a topic
Displays 40 or 80 characters in one
line in Edit mode (see p.106).
#5-2-1 Display
Sets the index sorting order by date
or by title (see p.104).
Each individual topic heading is marked with a diamond.
Each outline title can be up to 20 characters long, and each
Selects specific entries for deletion
(see p.105).
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107
topic can contain up to 2,048 characters.
To enter the outline shown above:
#5-2-4 Display
OUTLINE
to start the application.
1.
2.
Press
Press
NEW
.
ENTER
6.
Press
.
A title window appears.
CANCEL
Alternatively, you can press
to discard the text
you have entered. This will not cancel the entire outline but
only the topic that is about to be stored.
#5-2-2 Display
If the second and subsequent lines of the topic just entered
disappear from view, this is because only the first line of
each topic is being shown. This feature allows you to have
a lot of information on one page but to see only the first line
(heading) of each topic. However, this single-line subtopic
display is an option controlled by the user, who can also
have all topics displayed in full instead. To do this, select
SHOW FULL TOPIC from the application menu. Repeat
this procedure to display only the first lines of subtopics, ie.
to deselect SHOW FULL TOPIC.
3.
4.
Type in the title you want to give to your outline.
ENTER
Press
.
The View mode opens with the title as the first topic in the
new outline. A flashing diamond prompts you to enter a
subtopic.
7.
Enter the other topics in the list above. Be sure to
ENTER
#5-2-3 Display
press
after entering each one.
Notice there is no final command to store the outline. The
outline you are currently working on will be stored
automatically whenever you exit the outline by displaying
another entry, change to Index mode, or start a new outline
5.
Type the name of the first subtopic, pressing
the end of each line.
at
NEW
by pressing
.
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108
☞
• If you want to view the entire contents of a
2.
3.
Type in any words you remember in the entry you are
looking for.
'
particular topic, select the topic, then press
.
§
ENTER
Press
or
to return to the regular
ENTER
Press
.
display.
NEXT
If you still do not see the desired entry, press
display the subsequent matching entries.
to
• Text first entered as the title can be edited to
extend up to 2,048 characters.
ENTER
when you find the entry you want.
4.
Press
Locating outlines
☞
The Search function does not distinguish between
upper- and lower-case letters.
Outlines are stored in alphabetical order according to their
titles.
5
Displaying full topics
Using Index mode to find an outline
In the default settings, the Outline application is set to
display only the first line of each topic. You can change this
to display an outline in full.
1.
2.
3.
Go to Index mode. (If you are currently viewing an
ENTER
outline, simply press
.)
If necessary, press the first letter of the desired
outline name to jump to that entry in the list.
1.
2.
Display the outline you want to work with.
MENU
Press
, select SHOW FULL TOPIC and press
ENTER
Select the desired entry and press
in detail.
to see it
ENTER
. A ✓ symbol will appear next to the item on
the menu.
Using keywords
If you know a word or words that appear within an entry
even though you cannot remember the exact title, you can
use the Search function to find the entry.
#5-2-5 Display
2nd
1.
Press
SEARCH
.
All lines in all the topics are displayed.
The Search window appears.
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109
To return to the one-line view, repeat the above procedure.
1.
Display the outline you want to revise.
The ✓disappears from the menu.
If the entry is in the one-line view mode, select full view
mode (see p.109) to display all the hidden text of the
outline.
To see contents that are off the display, use the cursor
˜
¶
keys. You can also press
the first or last topic.
or
to move to
EDIT
2.
Select the topic you want to edit and press
.
☞
Changing the view mode in an outline does not affect
the view mode setting of other outlines you have
already created. However, a new entry will use the
same view mode as the outline that was previously
displayed.
The block cursor appears at the start of the text.
3.
4.
Make any necessary changes.
CANCEL
Press ENTER (or
to discard the changes).
The new, edited topic is now stored.
Revising outlines
Adding new topics
Once an outline has been created, it is easy to revise either
the text in the outline or the outline structure itself. This is
why making outlines can be so useful. The text of topics
and subtopics can be revised one at a time in Edit mode.
As your plans and ideas develop, you may wish to add
topics to an existing outline. To add a topic at the end of an
outline, display the outline in View mode, and then press
˜
until you pass the last topic. Begin typing when the
Selecting topics
new diamond appears.
The flashing diamond indicates the currently selected topic.
You can also move between topics one by one, using the
cursor keys.
To insert a new topic anywhere else in the outline, use the
following procedure. Note that only one new topic can be
inserted at a time.
˜
Press
¶
to move directly to the last topic and
1.
2.
Display the outline in which you want to add a topic.
INS
to move directly to the first topic, ie. the title.
Press
.
Editing text
Only one topic can be edited at a time.
A white-on-black “I” is displayed to indicate the insertion
position.
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110
˜
¶
3.
Move to the desired location using
Type in the new topic.
and
.
Joining two topics into one
4.
You can join (merge) any two consecutive topics into one
using the application menu. A selected topic is joined to the
topic above it.
ENTER
5.
Press
.
CANCEL
ENTER
Press
at any time before pressing
to
1.
Select the topic you want to join to the one above it.
cancel the insertion.
If the entry is in the one-line view mode, select full view
mode (see p.109) to display all of the outline’s hidden text.
Moving topics
MENU
Even after you have stored a topic, you can change its
location easily.
2.
Press
press
, select JOIN/SPLIT TOPICS then
.
ENTER
5
1.
2.
Select the topic you want to move.
A submenu appears.
3. Select JOIN 2 TOPICS then press
2nd
W
ENTER
Press
.
.
The entire topic is momentarily highlighted, then replaced
by a white-on-black “F”.
The topic you selected becomes joined to the one above it.
˜
¶
3.
4.
Move to the new location using
ENTER
and
.
#5-2-6 Display
Beginning of
topic selected
for joining.
Press
.
The entire topic now appears at the selected position.
CANCEL
No space is inserted between the two topics when they are
joined, so you might wish to add a space or a paragraph
between them.
ENTER
Press
at any time before pressing
to
cancel the move (the topic will reappear in its original
position).
☞
If you attempt to join two topics which, when joined,
will exceed the limit of 2,048 characters, the operation
will be automatically canceled and no change will be
made.
2nd
W
As well as pressing
, you can also select
MOVE from the application menu in step 2 above.
☞
Topics cannot be moved above the title.
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Splitting one topic into two
Deleting Outline topics
A single topic can be easily divided (split) into two.
A FAMILY is the name given to a topic that contains one or
more subtopics.
1.
2.
Select the topic you want to split.
MENU
To delete a topic and its subtopics:
Press
to display the application menu, select
ENTER
JOIN/SPLIT TOPICS then press
.
1.
2.
Select the topic you want to delete.
MENU
A submenu appears.
3. Select SPLIT 1 TOPIC INTO 2 then press
Press
ENTER
, select DATA DELETION then press
.
ENTER
.
A submenu appears.
3. Select SELECTED FAMILY then press
The selected topic is highlighted, and a confirmation
The selected topic is displayed with the cursor positioned
on the first character. (Instructions are given at the top of
the screen.)
ENTER
.
4.
Move the cursor to the point where you want to split
the topic (on the last character of the first topic).
message appears asking if you are sure you want to delete
it.
N
4.
Press
Y
(or
to cancel the deletion).
You can also delete a selected topic (family) by
#5-2-7 Display
DEL
pressing
in step 2 or 3 above.
☞
If you select a topic for deletion, all the subtopics (see
p.113) below it will also be deleted. You may want to
rearrange an outline beforehand to prevent this (see
p.114).
ENTER
5.
Press
.
The part of the topic following the cursor position becomes
a new topic.
Deleting an outline
1. Select the outline you want to delete in Index mode or
☞
If a topic that contains subtopics (see p.113) is split,
the subtopics are assigned to the second (ie. new)
topic.
display it in View mode.
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112
MENU
, select DATA DELETION then press
2.
Press
Using subtopics (children)
ENTER
.
The examples used so far have only contained one level of
topics (excluding the title, which is always on the first level
by itself). This simple outline form may be all you need to
organize your information. You can, however, create
subtopics for greater flexibility. Each subtopic belongs to
the particular topic that is on the next level above it. A
subtopic can, in turn, have its own subtopics: these can
continue for 15 levels below the title. Subtopics are referred
to as children, the topic they belong to as the parent, and
parents and children together as a family.
A submenu appears.
3. Select SELECTED OUTLINE then press
ENTER
.
A confirmation message appears asking if you are sure you
want to delete the outline.
N
4.
Press
Y
(or
to cancel the deletion).
DEL
You can also delete an outline by pressing
Index mode.
in
5
The example below shows an outline illustrating these
points.
Deleting all outlines
1. In Index or View mode press
MENU
, select DATA
Title
ENTER
DELETION then press
A submenu appears.
2. Select ALL OUTLINES then press
.
Parent
Children
#5-2-8 Display
ENTER
.
A confirmation message appears asking if you are sure you
want to delete all outlines in the application.
The hollow diamond indicates that the topic is a parent (has
subtopics) while a solid diamond indicates that the topic
has no children. This is useful because a topic’s children
may be hidden from view.
N
3.
Press
Y
(or
to cancel the deletion).
☞
It is not possible to delete all outlines simultaneously
if the Organizer is locked. See p.186.
'
You can create a subtopic by pressing
before creating
or moving a topic. The new subtopic will be a child of the
topic directly above it. If you decide to reorganize an outline
later, you can promote a subtopic to the same level as its
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113
parent topic using the MOVE command within the
application menu.
#5-2-10 Display
Entering subtopics
To create the example shown above:
8.
Continue and complete the outline in this manner.
1.
2.
Press
to start the application.
OUTLINE
Collapsing families
Press NEW and type in a title for the outline, then
ENTER
As an outline grows in size and depth, you may find it
difficult to manage. The collapse function allows you to
condense the view and later expand only those topics and
families that you wish to see.
press
.
ENTER
3.
4.
Type in the first topic, then press
.
'
Press
to make the second topic a child
(subtopic) of “Northeast”.
Collapsing an outline hides all subtopics from view,
displaying only first-level topics and the title.
The cursor is now indented by one character.
# 5-2-9 Display
1.
2.
Display the outline in the View mode.
MENU
Press
ENTER
, select COLLAPSE ALL, then press
.
All subtopics are collapsed into their topics and eliminated
from the display.
ENTER
5.
6.
7.
Now type in the text of the topic, and press
when done.
#5-2-11 Display
Continue entering the outline until you reach the word
“Central”.
§
Press
to place the new topic “Central” on the
same level as “Northeast”.
If you want to collapse only one specific family, select
2nd
E
its parent topic and then press
or select
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114
EXP/COL from the application menu. All subtopics
belonging to that topic will be hidden from view.
operations affect information that may not be visible.
The following restrictions apply when working with families:
1.
You may not be able to change the level of a
collapsed family in certain situations. No other topics
may be moved into a family unless the family is
expanded. In general, if you are having problems with
moving, expand all of the families (see above) and
then try the desired move again.
Expanding families
All subtopics that have been collapsed in a family or in the
entire outline can be expanded.
1.
2.
Display the collapsed outline in View mode.
Select the particular topic you want to expand, or the
title if you want to expand the entire outline.
2.
You cannot insert a topic between a parent and its
child at the same level as a parent. To do so would in
5
effect split the relationship between the parent topic
MENU
, select EXPAND FAMILY, then press
3.
Press
§
and its child. Thus pressing
in the situation
ENTER
.
illustrated below would not move the flashing diamond
to the left.
All subtopics of the selected topic are displayed to the
furthest level beneath the topic.
You can also expand a family to display only the next-
level subtopics below the parent topic. Select the
topic whose next-level subtopics you want to see and
#5-2-12 Display
2nd
press
E
or select EXP/COL from the
application menu.
When moving topics (or families):
Restructuring families
A.
B.
C.
You cannot indent a topic more than one character to
the right of the topic directly above it.
You can move, delete, join and divide families just as you
can with topics. You can also use
from a selected topic to its parent. However, these
operations will affect the entire family regardless of whether
or not the topic is collapsed and its subtopics are visible.
Therefore, some care must be taken, since these
§
to move directly
You cannot indent a topic directly below a collapsed
family. You first have to expand the family.
You cannot move a topic one character to the left if
this action would split up a parent and a child.
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115
Instead, move the selected topic to another location
and then promote it.
If you divide a topic that has subtopics (children), the
second half of the divided topic will become the parent of
these subtopics. The two parts of the original topic remain
on the same level.
You should not attempt to join a topic with a collapsed topic
above it. If you do, the Organizer will ask for confirmation
that this is what you really want to do. If you continue, it will
combine that topic with the last topic in the preceding
topic’s family. It is therefore a good idea to first expand the
collapsed topic’s family, in order to see the topic and
subtopics you are combining with.
The Outline application menu
Moves the selected topic to the
new location (see p.111).
#5-2-13 Display
Fully displays or collapses the
subtopics of the selected topic (see
p.114)
Displays single-line or full view of
an entry (see p.109).
Displays all subtopics that have
been collapsed (see p.115).
Collapses all subtopics (see
p.114).
Combines or splits topics (see
p.111).
Selects the specific entries for
deletion (see p.112).
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CHAPTER 6
Desk Accessories
The Calc (Calculator) Application
The Organizer provides a 10-digit calculator which performs
mathematical operations, including square root and
percentage calculations, and can also calculate duration of
time periods based on given dates, such as the number of
days you have to complete a project. In addition, it has a
paperless printer feature, which shows all calculations in a
vertical column on the display, just as they would appear on
a desk-top calculator’s built-in printer-roll. The Calc
application also provides support for cost/selling price
markup and margin calculations.
he Organizer’s desk accessories are
a set of valuable utilities for everyday
use. The Calc (Calculator) can perform
T
calculations on figures entered either using the
number keys or copied over from other
applications. The Clock can simultaneously
display the day, date, and time in any two cities
of your choice. This chapter provides all the
information you need to enjoy full use of these
very useful applications.
There are five different display options in the Calc
application, and the application always opens with the most
recently used display.
6
To move between the different calculator modes,
CALC
either press
repeatedly until the desired mode
appears, or select VIEWS from the calculator menu
and then select the desired mode.
Using the arithmetic calculator
CALC
to start the application.
1.
Press
#6-1-1 Display
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2.
Perform the calculation using the numeric and
mathematical symbol keys on the keyboard, just as
you would with a regular electronic calculator.
The paperless printer
In the basic calculator mode, only the results of a
calculation are displayed. Using the paperless printer, each
step within a calculation are retained for reference so you
can later edit specific parts of the calculation. This allows
you to change numbers and operators (+, –, x, ÷, =), and
even to undo interim steps within a calculation so that you
do not then have to reenter the entire calculation.
To quit the Calc application, simply change to any other
application by pressing the corresponding key.
CzCE
☞
• To clear an entered value, press
clear an entire calculator operation, press
twice.
once. To
CzCE
=
Pressing
terminates a calculation sequence, and a
• Calculations are performed in the order of entry,
not according to algebraic operator precedence,
ie., the calculation 8 + 2 x 3 is performed as: (8 +
2) x 3 not 8 + (2 x 3). This is just as for a regular
electronic calculator.
value entered after any of these keys has been pressed
begins a new calculation.
Up to 50 steps can be stored for a calculation. (Power
calculations must be carried out by successively pressing
=
X
, as opposed to using
as in the calculator mode.
• An M shown on the display indicates that a value is
Otherwise, the functions are the same as those for the
basic calculator mode.)
RzCM
stored in the calculator’s memory. Press
twice to clear the memory.
• Press
'
to erase the last digit typed.
Performing calculations
• An E shown on the display indicates an error,
usually an overflow error (when no more digits can
be displayed). When this happens, the calculator
will usually ignore any subsequent input until the
CALC
repeatedly until the PAPERLESS
PRINTER appears.
1.
Press
2.
Enter the following calculation: 25 x 3
CzCE
error is cleared. Press
to clear the error.
/–
to change the sign of a displayed value.
The number of
steps that have
been entered.
+
• Press
#6-1-2 Display
➛
For further information on other calculator operations,
see p.124.
Entered value
Operators
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©
The symbol in the paper-roll on the left of the display
1.
2.
Move to the line before which you want to insert the
new value.
marks the starting entry. The value shown in the keypad
window is either the value you have just entered or final
result of the calculation, as indicated by ENTRY or
ANSWER, respectively.
INS
Press
.
INSERT MODE briefly appears on the calculator’s display.
=
3.
Press
to get the result.
3. Enter the operator and the value to be inserted then
ENTER
press
The value is now included in the calculation.
ENTER
again to get the new total.
.
Checking intermediate results
PREV
NEXT
until you reach the line of the
1.
Press
or
4.
Press
calculation you want to check.
Once the total has been calculated the insert mode
automatically changes back to the normal Entry mode. To
return to the entry mode while editing a calculation, press
The total up to and including the highlighted line is
displayed. The number of the step you have highlighted
appears in the small box to the right of the display’s paper-
roll.
6
INS
again.
Changing part of a calculation
Indicates the
current step.
#6-1-3 Display
PREV
1.
2.
Move to the line you want to change using
.
Enter the new operator and value then press
ENTER
.
CzCE
once to return to the display of the final
result, and again to clear the display.
2.
Press
ENTER
again to get the new answer.
3.
Press
INS
☞
If you press
mode, press
mode.
by mistake and move into Insert
again to return to normal Entry
INS
Inserting new figures
You can add new steps to a series of calculations recorded
on the paperless printer.
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119
CANCEL
once to clear the starting date field
Deleting a line
2.
Press
and then enter the desired starting date. Prefix a
single-digit month or day with a “0”.
PREV
1.
2.
Move to the line you want to delete using
DEL
.
Press
.
˜
3.
4.
5.
Press
.
The selected line is removed from the display.
ENTER
Enter the ending date.
3.
Press
to get the new total.
=
Press
.
If you wish to have today’s date as the ending date
Calculating dates
2nd
(when the starting date is prior to today), use
to enter today’s date.
As well as performing standard arithmetic calculations, the
Calc application lets you determine the period of time (in
days) between two specific dates, and also what the date
will be a certain number of days before or after a particular
date.
D
The number of days between the two dates is shown.
CANCEL
to return to
☞
• If you make a mistake, press
a previous step.
• If you enter an invalid date or other value, for
example if you forget to enter the year, the
operation will not be performed and nothing will
Calculating the number of days between two dates
CALC
a few times until the date calculator
1.
Press
appears.
ENTER
happen when you press
.
The current date appears as the default starting date.
Calculating a date by specifying a number of days
CALC
a few times until the date calculator
Follow step 2 below if you wish to change the starting date.
If you want the calculation to start from the current date,
skip step 2 instead.
1.
Press
appears.
The today's date appears as the default starting date. If you
want to calculate a date starting from today's date, skip the
next step.
#6-1-4 Display
Starting date
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CANCEL
to clear the starting date field and
enter the desired starting date. Prefix a single-digit
month or date with a “0”.
2.
3.
Press
Using the Calculator with other applications
The Calc application can perform calculations that have
been written out as text within another application.
+
Press
–
to enter a number of days in the future, or
Transferring data from an application entry into Calc
for a number of days prior to today.
1.
Open the application containing the text to be
calculated.
#6-1-5 Display
2.
Highlight the calculation text.
4.
5.
Enter the number of days to base your calculation on.
#6-1-6 Display
=
Press
.
6
The calculated date is displayed, together with the day of
the week.
2nd
COPY
3.
4.
Press
to copy the text.
CALC
Press
to open the Calc application and press
to bring in or paste the copied
You can continue to calculate dates in the future or
past using the calculated date as a new starting date;
2nd
PASTE
calculation.
+
–
after a date is calculated, press
or
, as
desired. The most recently calculated date is
automatically entered in the FROM field. Simply enter
the number of days to be calculated and press
The copied calculation is performed automatically, and the
result is displayed.
=
.
CANCEL
to return to a
☞
If you make a mistake, press
previous step.
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121
Cost/Selling price/Markup and Cost/Selling
price/Margin calculations
#6-1-7 Display
The Calc application provides a useful function for making
markup and margin calculations, based on figures that you
supply via the keyboard. The way it works is simple: you
enter two of the values that you already know for either the
cost, selling price or markup/margin, and the calculator
works out and displays the missing value. For example, if
you enter the cost and the selling price, it will tell you the
percentage markup or margin based on those two values. If
you enter the selling price and the markup or margin, it will
tell you the cost.
When E appears
When any of the following situations occur, the error
indicator E is displayed and calculations are suspended.
CzCE
Press
to clear the error.
•
The integer part of the calculation result is within the
range of 11 to 20 digits (a rough calculation is
obtained).
CALC
several times until the COST/S.PRICE/
MARKUP display or the COST/S.PRICE/MARGIN
display appears, as required.
1.
Press
=
X
Example:
4567890123
456
208.2957896 is displayed with E, which
indicates that the rough result is:
208.2957896 x 1010 (ie. 2,082,957,896,000)
#6-1-8 Display
•
•
•
•
In paperless printer mode, no rough calculation can be
obtained.
The integer part of the calculation result exceeds 20
digits.
˜
¶
2.
3.
Use
to move to the fields whose values you
already know, and enter the values.
The integer part of the numerical value in the memory
exceeds 10 digits.
SOLVE
Press
to calculate the missing value.
The missing value is displayed in the appropriate field.
A number is divided by “0”.
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122
MENU
☞
Note that you must move out of a field in which you
have just entered a value before the calculation can
be performed.
1.
2.
Press
and press
, select DECIMAL POINT SETTINGS
ENTER
.
ENTER
Select the desired setting and press
.
Re-calculating using different values
The desired number of decimal points is applied.
Once you have made a Markup/Margin calculation, you can
recalculate using new values without having to start from
the beginning.
☞
Note that when no decimal points are used (ie.
DECIMAL POINT : 0 is selected), pressing the
decimal point key will have no effect, but any numbers
entered subsequently will be treated as integers. For
example, typing 12.75 will be treated as 1,275, which
will produce a very different calculation result.
1.
Move to whichever field(s) whose values you want to
change, and enter the new values.
NEW
☞ Press
to clear the contents of a field
before entering a new value.
6
2.
Move to the field whose new value you want to
?
calculate, and press
value.
to indicate the missing
SOLVE
3.
Press
.
The new value is calculated and appears in the field.
Setting the number of decimal places
When using the Cost/Selling price/Markup and Cost/Selling
price/Margin calculator, you can choose whether the
number of decimal places used in calculations is 0 or 2.
In either Cost/Selling price/Markup or Cost/Selling price/
Margin calculator mode:
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Calculation examples
Calculation
Arithmetic
Example
Operation
Display (answer)
+
=
X
12 x 3 + 5 =
12
24
3
5
41.
–8.
=
–
+
/–
(–24) ÷ 4 – 2 =
4
2
+
=
Constant
34 + 57 =
45 + 57 =
34
45
57
The addend becomes a constant.
91.
=
102.
(Subtraction and division are performed in
the same manner.)
=
X
68 x 25 =
68 x 40 =
68
25
40
The multiplicand becomes a constant.
1,700.
2,720.
=
X
%
Percentage
What is 10% of 200?
What percentage is
9 of 36?
200
9
10
%
20.
25.
36
+
%
Add-on
What results from a
200
10
X
220.
400.
+
–
=
=
%
10% increase of 200?
(or 200
10
)
)
–
%
Discount
What is 500 after a
20% discount?
500
20
X
%
(or 500
20
=
–
ª
Square root
Power
√25 – 9 =
(43)2 =
25
9
4.
4,096.
0.125
=
=
=
=
X
X
4
Reciprocal
1/8 =
8
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124
Calculation
Memory
Example
Summation
Operation
Display (answer)
Clears the memory before performing any
calculations.
↓
RzCM RzCM
X
+
M
25 x 5 =
–) 84 ÷ 3 =
+) 68 + 17 =
(Total) =
25
84
68
5
125.M
28.M
85.M
–
M
3
+
+
M
17
182.M
RzCM
RzCM RzCM
Temporary memory
(14 – 3 x 2) x
14
52
3
2
6.M
X
+
–
M
M
(52 – 35) =
35
136.M
=
X
–
RzCM
6
The Calc application menu
Selects the basic, paperless,
date, cost/sell/margin or cost/
sell/markup calculator mode.
#6-1-9 Display
Selects the entry mode in the
paperless calculator.
Selects the insert mode in the
paperless calculator.
Sets the number of decimal
places (see p.123).
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125
Changing the Local city
The Clock Application
The Local city is the city selected to provide the local time.
When you first use your Organizer, the default Local city is
set as New York. To change this setting:
The unit’s built-in clock makes it possible not only to know
the correct time and date in your area, but also to know the
time in other cities or any region around the world. The
Clock is used as the reference time by the Calendar,
Schedule, and To Do applications. In addition to these
features, daylight saving time (DST) can be enabled for any
city you designate, for those countries that use an annual
Daylight Saving Time adjustment.
MENU
1.
2.
3.
Press
Select SET CLOCK then press
Select CHANGE LOCAL CITY then press
to open the Clock menu.
ENTER
.
ENTER
.
A list of cities appears. The currently selected city is at the
top of the list. The cities are listed in alphabetical order by
country and then by city name.
As an aid to international business and travel, the
Organizer is set to display the time in any other city you
choose (called the World City) as well as your own city (the
Local City). In addition, the Organizer comes with a pre-
defined list of countries and cities. If the city you want is not
in the pre-defined list, you can add your own User-defined
city by specifying the city name, country and time relative to
GMT (Greenwich Mean Time) (see p.130).
#6-2-2 Display
4.
Type the first letter of the name of the country in
which the target city is located. (For example, if you
wanted to select San Francisco, you would type U for
CLOCK
To view the Clock, simply press
.
Local city
World city
PREV
NEXT
to
United States.) Then use
display the city you want.
and
˜
¶
5.
6.
Use
PREV
and
and
to select a city. You can also use
NEXT
#6-2-1 Display
Time in the World
city
to move up and down the list.
If the selected city observes Daylight Saving Time,
Time difference
between Local and
World cities
press to indicate this.
Local time
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126
This advances the Local time by one hour. A symbol
appears beside the city to indicate that daylight saving time
has been set.
Setting the time and date
MENU
1.
2.
3.
Press
Select SET CLOCK and press
Select ADJUST TIME/DATE and press
to open the Clock menu.
ENTER
.
ENTER
7.
Press
.
ENTER
.
The Clock window appears briefly, showing the new Local
city. The time is automatically adjusted.
The ADJUST TIME/DATE window opens.
☞
• If you have defined a User city and want to select it
SPACE
as the Local city, press
user-defined cities (see p.129).
to access the
#6-2-3 Display
• Certain countries will be abbreviated as follows:
Federal Republic of
Germany
GERMANY, F.R.
The window has three fields: Local Time, Time System, and
Local Date.
6
Papua New Guinea
Czech Republic
PAPUA N.GUINEA
CZECH REP.
PM
(for
4.
5.
6.
Enter the current time and press AM or
AM or PM). Be sure to enter a 0 before a single-digit
hour or minute entry.
Republic of Trinidad
and Tobago
TRINID. & TOB.
§
'
Move to the TIME SYSTEM field. Press
or
to indicate whether you want the time shown in 12- or
24-hour format.
Dominican Republic
French Polynesia
DOMINICAN REP.
FR. POLYNESIA
U.A. EMIRATES
USA
Move to the LOCAL DATE field. Enter the current
month and day in two digits, and the year in four
United Arab Emirates
United States of America
˜
digits. You can also select the date by pressing
PREV
to display the pop-up calendar. (Use
and
¶
˜
NEXT
§
to display the desired month, then
• Country and city names in the list and their relative
'
to move to the current day.)
time differences are current as of January 1992.
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127
ENTER
You can set any date from January 1st, 1901 to December
31st, 2099.
2.
3.
Select SET CLOCK and press
.
ENTER
Select CHANGE WORLD CITY and press
.
CANCEL
to cancel the changes).
ENTER
7.
The time and date are now stored.
• You can access CHANGE LOCAL CITY from this
Press
(or
A list of four cities appears. These will be the four cities you
most recently selected, or checked the time in. The
currently selected World city appears at the top of the list.
☞
2nd
W
display by pressing
. Because the
Organizer automatically adjusts the time after the
Local city is changed, you should select the Local
city before setting the time and date.
#6-2-4 Display
• Changing the setting in the TIME SYSTEM field
also changes the time display format for all the
Organizer’s time-related applications and functions,
such as Schedule and Time Stamp.
4.
If the city you want to select as your World city is on
the list, select it and then proceed from step 7 below.
SPACE
If not, press
or type the first letter of the
country containing the target city.
Checking the time in a city
You can find out the time anywhere in the world using the
Clock application by selecting another city, called the
World city. Selecting a city as the World city will display the
time in that city as well as the Local city when you press
#6-2-5 Display
CLOCK
. The Organizer also shows you the time difference
A list of cities appears. The first three cities are User cities
which you can specify (see below). Just as for the LOCAL
CITY list, all cities in this list are in alphabetical order
according to country name.
between the current World city and the Local city. When
you first use the Organizer, the default World city is
London.
To change the World city:
˜
¶
PREV
NEXT
to display the city you
Use
,
,
and
want.
MENU
to open the Clock menu.
1.
Press
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128
5.
6.
Select the desired city.
The ADD USER’S CITY window opens.
#6-2-6 Display
If Daylight Saving Time (DST) is observed by the
selected city, press
to indicate this.
A symbol appears beside the city, indicating that DST has
been set.
ENTER
7.
Press
.
You can set up to three cities by entering information in the
three fields. In the unit’s default settings, New York has
been designated as USER CITY1.
The city is selected as the World city and the window
closes.
4.
Move to the field you would like to change for USER
CITY1, 2, or 3.
The Clock window briefly appears, indicating the time in
the selected World city. The time difference relative to the
Local city is displayed below the World city time.
NEW
5.
Press
to delete the current name and
6
enter the name of your desired city.
☞
While selecting a city from the list, you can press
SPACE
at any time to return to the first page of the
6.
7.
Move to the COUNTRY field.
list.
Delete the current setting and enter the name of the
country where the city is located.
Adding a User-defined city
8.
9.
Move to the GMT (Greenwich Mean Time) field.
Since some cities you may wish to use might not appear in
the Organizer’s built-in pre-defined list of cities, the Clock
application lets you define your own cities, called User
cities, for use as the Local and World cities.
Enter the time difference between the user city and
Greenwich Mean Time (the international time
–
reference). Press
before a number to indicate a
negative time difference (ie. the time in the selected
city is earlier than GMT). You can specify any value
from –11.5 to +12 to the nearest half-hour.
MENU
to open the Clock menu.
1.
2.
3.
Press
ENTER
Select SET CLOCK and press
.
ENTER
Select ADD USER’S CITY and press
.
ENTER
10. Press
.
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129
The city you entered is then stored as a User city, and is
listed on the first page on both the Local and World city
lists.
on and off).
Enabling and disabling DST
➛
To select the User city you have just entered as the
Local or World city, see p.126 or p.128, respectively.
Once DST is assigned to a city, it remains in effect until it is
de-assigned. Once a year, cities using DST will switch back
to regular time. Rather than having to de-assign DST for
each city separately, you can simply disable the
Organizer’s DST feature itself, which then applies to all
cities within the Organizer. When these cities switch back to
DST, you can simply re-enable the feature without having
to change any city’s entry.
Daylight Saving Time (DST)
Assigning DST to a city
Designating Daylight Saving Time (DST) for a city
automatically sets the time for that city one hour ahead of
its regular time.
MENU
to open the Clock menu.
1.
2.
Press
MENU
, select SET CLOCK then press
1.
Press
The current DST setting (enabled or disabled) is
indicated by a tick. Select ENABLE DST to change
the setting.
ENTER
.
2.
Select either CHANGE LOCAL CITY or CHANGE
WORLD CITY (it doesn’t matter which you choose)
When DST is disabled, the DST symbol disappears from
the Clock display.
ENTER
then press
.
˜
¶
PREV
and
3.
4.
Select the desired city using
,
,
NEXT
.
Setting daily alarms
You can set alarms just like on a regular clock, separately
from Schedule events, using the Clock menu. Set alarms
will sound even if the Organizer is turned off.
Press
.
A symbol appears to the left of the city, indicating that DST
is in effect.
This can be especially convenient, for example, when you
need an alarm as a simple reminder or to wake you up, but
do not want to make a full Schedule entry.
ENTER
5. Press
.
To de-assign a city’s DST setting, simply follow the above
procedure and press again (this toggles DST between
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130
MENU
1.
Press
to open the Clock menu and select
ENTER
Disabling all alarms
SET DAILY ALARMS, then press
.
Once you have set an alarm, it will sound at the appropriate
time whether the Organizer is turned on or off. When the
The SET DAILY ALARMS window opens. You can set up to
five alarms.
Organizer is on,
at the top of the display indicates that
any alarm that is set will sound at the appropriate time.
There may be times when you do not want to hear any of
the set alarms. You can disable all Schedule and Daily
Alarm sounds easily with a single operation.
#6-2-7 Display
MENU
three times to open the TOOLS menu.
1.
Press
AM
Enter the time for the desired alarm, followed by
2.
PM
or
for AM or PM.
3.
4.
Press
to set the alarm.
6
#6-2-8 Display
Move to the next field and set any other alarms you
want using the same procedure.
CANCEL
ENTER
ENTER
5.
Press
(or
to cancel the setting).
2.
Select ENABLE ALL ALARMS and press
.
The
disappears from the display. All alarm sounds are
Turning alarms on and off
now turned off, ie. no audible alarm will sound, until you
use the above procedure to turn them on again by re-
selecting ENABLE ALL ALARMS. However, each alarm will
still be displayed when it reaches its set time, even when
the unit is turned off. This means the alarm sounds are
disabled, but not the alarms themselves.
ON
To turn off an alarm that is sounding, press
. Alarms
will turn off automatically after sounding for 15 seconds.
To unset an alarm, select SET DAILY ALARMS from the
Clock menu, select the alarm you want to turn off, and
press
(alarms are indicated as set or unset in the
display’s middle field).
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The Clock application menu
Sets the built-in clock.
Sets and controls up to five
alarms to sound daily (see
p.130).
#6-2-9 Display
Turns all DST settings on or
off.
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CHAPTER 7
Money & Account Management
Money Tracking application
What it can do
he OZ-5500 Organizer’s Money
Transactions are stored against accounts that you create
and manage. Once the accounts are set up and the
transactions recorded, you can monitor and print
summaries or details of all your financial activities and
balances. The Money Tracking application can help you
balance your accounts at the touch of a few buttons. You
can even transfer information between your money
management software on your desktop computer
(Quicken®, MS-Money®) and the OZ-5500 using the
optional Link software.
Tracking application provides you
with a sophisticated and easy-to-use tool
T
for managing your personal and business
finances. It offers comprehensive facilities for
recording cash, bank and credit card
transactions. It also helps you reconcile account
balances. It can even automatically create a
corresponding transaction to transfer funds from
one account to another.
Introducing Money Tracking concepts
7
The Money Tracking application utilizes two main
concepts for organizing its information: Accounts and
Transactions. In Money Tracking, Accounts are used like
any other accounts you use: bank accounts for checking
and savings, credit cards, and cash accounts for the money
you carry. The Money Tracking can support up to 16
different accounts.
Whenever you use an account either to make or receive a
payment, this represents a Transaction. Just like any bank
account, Money Tracking records different transactions
against various accounts, and allows you to see when,
where, how, to whom and why various payments were
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133
made or received for a given account, conveniently and
reliably.
*
*
*
*
*
*
*
*
Adding your own Categories
Editing Category names
Using Categories
The SPLIT function
Automatic transfers
Making a transfer for a SPLIT transaction
Account balancing and reconciliation
Deleting Money Tracking information
You may view each account and related transactions by
pressing the MONEY TRACKING key. To display the next
account in alphabetical order, simply press the
MONEY TRACKING key again. To view the details of a
¶
transaction simply select the transaction using
and
˜
ENTER
and press
.
☞
Since up to 16 accounts can be created, when
looking for a particular account you may find it
Things to Know about Money Tracking
•
When to begin using the money tracking application
2nd
quicker to press
MONEY TRACKING to move
through the accounts in reverse alphabetical order.
Begin using the Money Tracking application after you
have balanced your last statement for the account.
The Money Tracking operations described in this chapter
are:
•
•
Enter the Opening Balance as the ending balance of
that statement
*
*
*
*
*
*
*
*
*
*
*
*
*
*
Things to Know about Money Tracking
Setting up Money Tracking accounts
Viewing account information
Editing or viewing account details
Entering Money Tracking transactions
Viewing account transactions
Displaying transactions in detail: View mode
Editing/updating existing transactions: Edit mode
Listing all transactions
A closer look at Money Tracking transactions
Using the Filter to display selected transactions
Canceling an active Filter
Enter all transactions that have occurred since your last
account statement
Be careful to enter all transactions in to the OZ-5500 so
that you can carefully maintain your account balance
and so that when you get your next statement to
balance your account.
•
Save time by using the Word Key
Store your commonly used phrases including Payee
names, Memo’s or Special information in the Word
area. Please see p. 143 for further details.
About Categories
Using the pre-defined Categories
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134
•
•
Memory is full – What can I do
To enter a new account:
Removing reconciled transactions from memory will free
up memory space. Make sure you back up these
transactions for future reference either by printing or
saving to your computer with the optional Link software.
1.
Press MONEY TRACKING to open the Money
Tracking application.
MENU
2.
Press
followed by
and select SET UP ACCOUNT
ENTER
.
Sharing information with my desktop money
management software
The ACCOUNT LIST appears, with the name, type and
current balance of any existing accounts. When defining an
account for the first time, the list will be empty.
The optional Link software will enable you to transfer
the OZ-5500 transactions to your computer using the
standard QIF format. After being uploaded to the
computer you can then import them into your money
management software using the Import feature. You
can also Export transactions from your desktop software
to your OZ-5500.
NEW
3.
Press
.
The ACCOUNT INFORMATION window is displayed.
#7-1-1
7
•
How secret works with Money Tracking
If your organizer is locked, the account balances will be
displayed as ##,###,###.## until the organizer is
unlocked.
☞
When you use the Money Tracking application for
the first time, there are no accounts set up. When you
NEW
for the first time after
ENTER
press
or
opening the application, you will be warned there are
no accounts set up. The procedure to create new
accounts will then be initiated automatically after you
Setting up Money Tracking accounts
All Money Tracking transactions are recorded against
accounts set up by the user. There are no default accounts.
The first step in using the Money Tracking application is to
set up your personal accounts.
ENTER
press
once more.
4.
Enter the name you wish to give the new account (up
to 15 characters long) and press NEXT
.
The cursor moves to the TYPE field.
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135
˜
5.
Press
list, press
NEXT
, select the desired account TYPE from the
ENTER
incorrect balances. The method of determining the
starting balance depends on the account type:
to close the list and then press
.
BANK – Use the “Closing Balance” shown on your
most recent bank statement.
CREDIT– Use the “New Balance” shown on your
#7-1-2
CARD
atest credit card statement. Even though this
represents a debit ie. an amount that you
owe, you should enter the amount as it
appears on your statement, ie. without a
minus sign “–”. When performing account
calculations, the Organizer knows that an
amount in a CREDIT CARD account is
actually a debit.
☞
The account type describes the purpose of the
account and determines the exact terms used to
describe debit and credit transactions. [eg. Credit
Card=Charge/Payment, Bank=Payment/Deposit,
Cash=Spend/Receive).
The account type is also one of the selection criteria
used for the Filter function (see p.143)
CASH – Enter the total amount of cash you have at
the present time.
The cursor moves to the OPENING BAL field.
The cursor moves to the ACCOUNT DATA field.
6.
Enter the account’s OPENING BALance (maximum 8
NEXT
7.
The ACCOUNT DATA (up to 25 characters) is
optional and designed to supplement the NAME and
TYPE fields. This field could be used to record the
digits plus 2 decimal places) followed by
.
NEXT
account number, for instance. Press
.
#7-1-3
The cursor moves to the NOTE field.
8.
9.
Again the NOTE field (up to 25 characters) is optional.
It is designed to provide further information about the
purpose and usage of the account (eg. account phone
number).
☞
Take care when entering the opening balance for a
new account, as an incorrect value will cause
subsequent account operations to result in further
ENTER
Press
to store the new account details.
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136
MENU
, select SET UP ACCOUNT and press
.
The Account List is displayed, showing the summary of the
new account just created and the new total balance.
1.
Press
ENTER
The ACCOUNT LIST is displayed.
2. Select the desired account and press
#7-1-4
EDIT
.
A message appears, warning you that editing certain fields
may cause a discrepancy in the reported account balance.
ENTER
to proceed.
3.
Press
Viewing account information
A summary of existing accounts may be viewed at any time
after they have been set up.
The ACCOUNT INFORMATION screen appears in Edit
mode.
MENU
1.
2.
Press
.
ENTER
4.
Make any desired changes, then press
to
CANCEL
store your changes (or
details).
to retain the original
ENTER
Select SET UP ACCOUNT and press
.
The ACCOUNT LIST is displayed, showing name, type and
current balance of all existing accounts.
7
The message “Stored!” appears.
☞
Press MONEY TRACKING to switch between
displaying the Opening or Current account balance.
MONEY TRACKING
to switch between
displaying the Opening or Current account balance.
☞
Press
Editing or viewing account details
Entering Money Tracking transactions
The details any account may be edited or viewed at any
time after it has been set up. This would usually be in order
to view or change the ACCOUNT DATA, NOTE or TYPE
fields, since the other fields are unlikely to require updating
unless they were originally entered incorrectly. However,
since this involves the account setup information and not
the actual transactions, this is an operation the user would
only use occasionally.
Once you have set up the desired account, you are ready
to enter Money Tracking transactions to record the use of
the account.
To enter a new Money Tracking transaction:
MENU
, select SET UP ACCOUNT and press
.
1.
Press
ENTER
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137
The ACCOUNT LIST is displayed.
currently selected), the name of the account for which
the most recently created transaction was assigned is
appears in the ACCOUNT NAME field as the default.
2.
Select the desired account from the list, then press
ENTER
.
The cursor appears in the DATE field, which already
contains today’s date as the default.
☞
You may also select the desired account by skipping
steps 1 & 2 and instead pressing MONEY TRACKING
2nd
(or
MONEY TRACKING ) until the account is
4.
Enter the date of the transaction (if you do not wish
displayed.
you use today’s date). You can enter a date either via
˜
the keyboard or by pressing
and selecting the
The Index view for the selected account appears.
NEW
to enter a new transaction for this
date from the pop-up calendar.
3.
Press
account.
NEXT
5.
Press
to move to the REF./NUMBER field.
Enter an optional reference number for the
NEXT
The blank MONEY TRACKING display appears in Edit
mode.
transaction, then press
.
The cursor moves to the PAYEE field.
6.
Enter the name and details of the PAYEE of the
transaction (up to 27 characters). This will be the
name of the person or company who either pays you
the amount of the transaction (for a credit) or to whom
#7-1-5
NEXT
you are paying (for a debit). Press
the next field.
to move to
The name of the selected account appears in the
ACCOUNT NAME field.
The cursor moves to the TYPE field.
If you change your mind and wish to enter this
transaction for a different account instead, simply
§
'
7.
Use
and
to indicate whether this represents
NEXT
a debit or credit transaction. Press
the next field.
to move to
˜
move to the ACCOUNT field, press
, then select
ENTER
the desired account from the list and press
.
☞
Note that the exact words appearing in the TYPE field
to represent the debit and credit transactions vary
according to the TYPE of the ACCOUNT for which the
NEW
to create a new transaction while
displaying ALL transactions (ie. no account is
☞
If you press
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138
current transaction is being assigned. For example, if
the account type is CASH, a debit is SPEND and a
credit is RECEIVE.
amounts should equal the full amount entered in the
transaction.
The pop-up list contains those categories already
defined (via the CATEGORIES function) in the Money
Tracking application menu. Instead of using the pop-
up list, you can enter a new category in this field. Any
category you type in will be added automatically to the
category list if it does not already exist.
NEXT
8.
Enter the transaction amount and press
.
The cursor moves to the CATEGORY field.
9.
Enter the optional CATEGORY for the transaction by
˜
pressing
and selecting the desired category from
the pop-up menu.
➛
For more detailed description of using categories with
money tracking transactions, see “About Categories”
on p.145.
#7-1-6
NEXT
10. Press
to move to the MEMO field.
11. You may enter some descriptive text in the MEMO
field (up to 27 characters) to remind you of the
reason, purpose or other explanation of this
☞
When selecting a category from the pop-up list, you
can jump to a particular category by pressing the letter
key corresponding to the first letter of the desired
category name. To skip to the end of the Category list,
7
NEXT
transaction, then press
field.
to move to the next
˜
2nd
2nd
press
NEXT , or press
PREV
to jump
12. For the CLEARED field, press
and select the
back to the top of the list.
appropriate transaction clearance status from the list.
NEXT
The default value is NOT CLEARED. Press
move to the next field.
to
Since CATEGORY is an optional field, select <NONE> if the
transaction is not to be assigned to any category.
➛
For a more detailed description of the CLEARED field,
see “A closer look at Money Tracking transactions” on
p.142.
Select {SPLIT} if you wish the transaction being entered to
be assigned to multiple categories. When {SPLIT} is
selected, the SPLIT window is displayed, allowing the user
to specify up to 10 sub-amounts and corresponding
categories for the transaction. The total of the 10 sub-
13. Enter any further descriptive information in the
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139
SPECIAL field to remind you of the purpose or some
other relevant data about this transaction.
The Index mode view of the account then appears, with the
account name displayed at the top of the screen. Each row
represents the summary of a different transaction, sorted in
ascending date order (ie. oldest first).
☞
Note that any text you provide in the MEMO and
SPECIAL fields can be used by the Filter function to
selectively access particular transactions.
3.
Since not all the information for each transaction can
'
be displayed on the screen at one time, press
to
ENTER
14. Press
to store the transaction details, or
view the rest of the transaction summary, and press
CANCEL
to discard the changes.
§
˜
¶
to go back. Press
and
to scroll the
transactions when there are too many to be displayed
at one time.
A message confirming the transaction has been
successfully stored in memory is briefly displayed, and the
transaction then appears in View mode.
The CLEARED field is shown as a summary, with a single
character to represent the current status.
Viewing account transactions
Transaction amounts are displayed differently depending
on the type of account. Bank and Cash accounts display
debits (Payments or Spend) with a preceding minus sign,
and credits (Deposits or Receive) without a sign. Credit
Card accounts show charges without a sign and payments
with a preceding minus sign.
The Index mode view for a particular account provides a
useful summary of the main details of all the transactions
on that account. This is the quickest way to gain a broad
picture of the status and operations on the account, and
also allows you to select particular transactions for which
you wish to view the full details.
The description given in the amount heading is determined
by the TYPE field in the ACCOUNT INFORMATION
window defining the account.
To view a particular account’s details in Index mode:
MENU
, select SET UP ACCOUNT and press
.
1.
Press
ENTER
#7-1-4A
The account list is displayed.
2. Select the desired account from the list, then press
ENTER
.
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140
transactions in the same account, without having to
return to the account’s Index mode to select a
different transaction. The Organizer warns you if you
reach the first or last transaction entry in an account.
Displaying transactions in detail: View mode
Account Index mode described above provides single-line
summaries of all the transactions in a given account. You
can then easily select any transaction in the displayed list
to view its full details in View mode. Note that for each
transaction, although the REF./NUMBER field holds up to
six characters, only the last four characters are displayed in
Index mode.
Editing/updating existing transactions: Edit
mode
All transactions can be edited once they have been
created, in order to update any or all of their fields when
certain details change. For instance, you may wish to
amend a transaction entry to reflect the fact that a
transaction that was previously NOT CLEARED is now
CLEARED.
1.
Follow the above provedure for displaying an account
in Index mode.
ENTER
2.
Select the desired transaction and press
.
The Money Tracking transaction screen appears, with the
full details of the selected transaction displayed in View
mode.
To edit an existing transaction entry:
˜
7
¶
3.
Press
and
to scroll the display to view those
1.
In account Index mode: highlight the transaction to be
EDIT
fields that cannot fit on the display.
edited and press
In transaction View mode: press
The transaction is then displayed in Edit mode.
.
'
Press
to view the details of a transaction with
EDIT
.
SPLIT Categories.
➛
See p.147 below for information on SPLIT
transactions.
4.
When you have finished viewing the transaction,
#7-1-7
ENTER
press
to return to the account Index mode,
CANCEL
or press
to display the ALL account
transaction view.
NEXT
PREV
or the arrow keys to move to
2.
Use
and
☞
When viewing a given transaction, you can use
NEXT and PREV to view successive and previous
any fields to be edited.
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141
☞
When editing text fields or the amount, you can use
If you are currently in transaction View mode, you can
jump directly to the ALL account transaction view by
NEW to clear the field before typing in new text.
pressing CANCEL
.
ENTER
to store the edited transaction entry,
3.
Press
'
CANCEL
or
to discard the changes.
2.
3.
Press
to view those transaction details that
§
cannot fit on the display. Press
original group of transaction details.
to redisplay the
ENTER
When
is pressed, a message indicating the entry
has been successfully stored briefly appears. The
transaction is then displayed in View mode.
˜
¶
If necessary, use
and
to scroll the display
up and down to display any additional transactions
that may not fit onto the display.
Listing all transactions
Although every transaction must be assigned to a specific
account, the Money Tracking application allows you to
view summaries of all transactions in date order, regardless
of the account to which they belong.
A closer look at Money Tracking transactions
Each Money Tracking entry contains certain fields with
special functions to allow the user to control the exact
status of transactions requiring further processing.
1.
Press MONEY TRACKING repeatedly until “ALL”
appears in place of an account name.
2nd
☞
If you pass the ALL display by mistake, press
MONEY TRACKING to move through the accounts in
the reverse order.
#7-1-8A
*
CLEARED - Indicates the status of the transaction with
the bank or credit card company. The options are NOT
CLEARED, CLEARED and RECONCILED. Using the
example of a checking account, when you write a check
the status is NOT CLEARED. After the check returns to
your bank and the money has been withdrawn from
your account, the check status is CLEARED. When you
receive your statement from the bank and you reconcile
#7-1-8
A summary of all transactions appears in Index mode, with
one line per transaction.
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142
the statement with your records, the transaction
becomes RECONCILED.
expense claim, you can update this to SUBMITTED, to
reflect the change. When the expense is later settled
and you receive payment, you can update the field to
indicate that you have been REIMBURSED.
The OZ-5500 can handle these steps for you. When you
create a transaction, the default is NOT CLEARED.
When you receive your statement from the bank, you
may perform the account balancing procedure on the
OZ-5500. The first step is to verify that the transactions
listed on the statement agree with the transactions listed
in the OZ-5500. During this step of the Account
Balancing procedure, the transactions are marked as
CLEARED. When all the transactions have been
correctly marked and the account is balanced, the
status is automatically changed to RECONCILED. (See
Account Balancing p.152)
To make this even easier, you could set up the words
NOT SUBMITTED, SUBMITTED and REIMBURSED
using the WORD key. You could then recall these
words easily when tracking the progress of your
expense claim.
➛
Refer to the WORD key function (p.164) for more
details.
Using the Filter to display selected
transactions
*
SPECIAL - allows you to provide additional information
to describe the purpose of the transaction (up to 27
characters). These transactions can later be accessed
as a group using the Filter function. For example, to
track all business expenses for a certain client you may
put the client’s name in SPECIAL and later use the
Filter function to list all the transactions for the client.
7
The Filter function allows you to see only those
transactions that meet selection criteria that you specify.
This makes it faster and easier to access the information
that you want.
Transactions may be filtered by any or all of the following
fields: Account, (within a) date range, Payee name,
Category, Memo, Cleared status, Special and Secret
status.
SPECIAL could also be useful for business people and
others who incur regular expenses for which they are
reimbursed at a later date. After you incur a business
expense, you usually need to submit an expense claim
in order to be reimbursed later. When entering a
transaction for a business expense, you could set this
field to NOT SUBMITTED. Once you submit your
To activate the Filter:
MENU
twice to open the PREFERENCES
1.
Press
menu, select SET FILTER STATUS and press
ENTER
.
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143
The SET FILTER STATUS window appears.
If a Category used for the Filter selection criteria occurs as
one of the Split components of a transaction amount, the
entire transaction amount will be added to the Filtered
Balance, not just the split amount corresponding to the
selected Category.
2.
To specify only transactions from a particular
˜
account, press
and select the desired account.
Select ALL (which is the default) to indicate that the
selected transactions can be from any account.
#7-1-10
= NOT CLEARED
+ CLEARED
#7-1-8B
A date range may be used to make the Filter selection
more specific. The FROM date is the date at which the
Filter selection should start. The TO date is the latest date
at which the Filter should end. Either field may be left blank
to allow the Filter to have no starting or ending date limit.
3.
Specify any other fields for the remainder of the
ENTER
selection criteria, then press
.
The message “Filtering...” appears briefly. All transactions
that satisfy the selection criteria are then displayed in Index
mode. Since the total balance shown at the top of screen is
for Filtered transactions only, it is labeled FILTERED.
☞
Note that the more detailed the selection criteria (ie.
the more fields you specify for the Filter), the more
selectively the Filter will operate and the quicker you
will find the information you are looking for. However,
if you specify more than one selection criterion, any
filtered items will have to meet all of the selection
criteria, not just any of them.
#7-1-9
☞
Note that in the CLEARED field, the pop-up menu
contains items which do not appear when entering
Money Tracking transactions. These extra items
represents a combination of possible values for the
field, allowing the user to specify more than one value
for the selection criteria.
4.
To display a particular transaction in View mode,
ENTER
select the transaction and press
.
The selected transaction appears in View mode. The word
FILTERED appears in the top-right of the screen to remind
you that a filter is in effect, and that some transactions may
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144
not be displayed (ie. those not meeting the selection
criteria).
About Categories
˜
¶
The CATEGORY field provides a useful way of associating
various transactions in different accounts according to a
common purpose, customer/client or some other type.
While the Money Tracking application provides a
comprehensive list of default categories ready for your use,
you can also define your own categories as required.
Careful defining and assigning of categories allows you to
make the best use one of Money Tracking’s most powerful
facilities - the Filter function (see p.143) - to selectively
access various transactions after they have been entered.
5.
Use
and
to display those fields which cannot
be displayed at one time.
PREV
NEXT
to display full details of previous
and subsequent transactions that also meet the Filter’s
selection criteria.
Use
and
Canceling an active Filter
While a filter is in effect, the word FILTERED appears at the
top of the screen and a ✓appears in the Money Tracking
menu next to SET FILTER STATUS. When you have
accessed the information you were looking for, you may
want to turn off or cancel an active Filter.
The Organizer provides a comprehensive built-in list of 41
pre-defined categories. In addition, you can add, edit and
delete Category names as required.
7
To cancel a Filter:
Using the pre-defined Categories
MENU
twice to display the PREFERENCES
1.
Press
menu.
The pre-defined categories are built-in to the Money
Tracking application, and are installed automatically upon
initialization. However, you may wish to delete all the built-
in and user-defined Categories and then add them again
later. You can do this by issuing a simple command from
the menu.
The Money Tracking menu appears. A ✓ is displayed next
to the SET FILTER STATUS command.
ENTER
2.
Select SET FILTER STATUS and press
.
The Filter is canceled, and the Account List is displayed. If
you display the PREFERENCES menu again, the ✓will no
longer appear next to the SET FILTER STATUS.
MENU
, select CATEGORIES and press
.
1.
Press
ENTER
2.
Select APPEND PRESET CATEGORIES and press
ENTER
.
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145
The message “Working...” appears for more than 10
seconds.
#7-1-11
MENU
3.
To see the newly-added Categories, press
ENTER
,
select CATEGORIES then press
.
ENTER
4.
Select NEW/EDIT CATEGORIES and press
.
NEW
and enter the name of the new category
3.
Press
CANCEL
(or
ENTER
you wish to create, then press
to discard the new category).
The NEW/EDIT CATEGORIES window appears.
˜
NEXT
to display the Category list. Use
5.
Press
The CATEGORIES window reappears, with the new
category name displayed.
and the arrow keys to scroll down the list.
2nd
You can also use
NEXT to jump directly to the
CANCEL
to close the CATEGORIES window.
4.
Press
bottom of the Category list (where the transfer
2nd
PREV
account Categories are located) and
jump to the top of the list.
to
You can also define a new category while editing a
new or existing transaction entry. Simply type the new
category name in the CATEGORY field (instead of
selecting an existing name from the pop-up list). The
new category you enter will be automatically added to
the existing category list.
Adding your own Categories
To define a new category in the Money Tracking
application:
MENU
, select CATEGORIES
1.
In Index mode, press
ENTER
Editing Category names
then press
The CATEGORIES submenu appears.
2. Select NEW/EDIT CATEGORY and press
The CATEGORIES window appears.
.
You can edit any existing category name as necessary.
When you edit a category name, an transaction using that
category is automatically updated to use the edited category
name instead.
ENTER
.
MENU
1.
Press
press
, select NEW/EDIT CATEGORIES then
.
ENTER
The CATEGORIES window appears.
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146
˜
2.
Press
, select the desired category from the pop-
ENTER
The SPLIT function
up menu list, then press
.
There may be times when you wish to enter a single
transaction that actually comprises several different
components. For example, you may spend $100 in a
department store. However, of that amount, $40 may have
been spent on clothes, $25 spent on purchasing a gift and
$35 for general household items. You may wish to
categorize the clothing and gift purchases separately.
The selected category is displayed in the CATEGORIES
box.
EDIT
3.
Press
.
The EDIT CATEGORY window appears, with the selected
category name.
4.
Make any necessary changes to the name, then press
ENTER
Creating a SPLIT transaction
.
NEW
to create a new Money Tracking
transaction. Enter the information as for a regular
transaction.
1.
2.
3.
Press
The NEW/EDIT CATEGORIES window reappears,
containing the edited category name.
CANCEL
to close the CATEGORIES window.
5.
Press
Enter in the AMOUNT field the total amount of the
transaction. Using the previous example this would be
$100.00.
7
Using Categories
The most effective use of categories is through the Filter
function. In this way, transactions in different accounts
which may appear to be unrelated may be grouped into the
same category. For example, this may be useful for tracking
transactions in different accounts involving different payees,
but which were all incurred within a specific project. The
project name could be set up and used as the category for
all project-related transactions, so that the Filter function
could later be used to select only those transactions. This is
also a valuable tool when transferring transactions between
your Money Management software (Quicken®,
˜
In the CATEGORY field, press
{SPLIT} from the category list.
and select
#7-1-12 (shows pop-up)
ENTER
4.
Press
.
The SPLIT window appears.
MS-Money®) and the OZ-5500.
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147
☞
If the category you want to use has not yet been
defined, you can create a new category simply by
typing in the new category name in the CATEGORY
field. This applies whenever the CATEGORY field is
used.
#7-1-13
The UNASSIGNED field shows the value within the total
amount that has not yet been assigned to a split
transaction.
NEXT
. Enter the second category AMOUNT
7.
Press
NEXT
field In this example, enter 35.00 and press
.
The value of UNASSIGNED is 100.00, ie. the total amount
appearing in the AMOUNT field.
#7-1-16
5.
In the first AMOUNT field, enter the amount of the
first category to be entered. In this example, we’ll
enter the clothing first, so enter 40.00, then press
The value in UNASSIGNED changes to 25.00.
NEXT
.
˜
8.
In the second CATEGORY field, press
and
The value in UNASSIGNED changes to 60.00.
select the category you use to track gifts. Press
NEXT
ENTER
then
.
#7-1-14
9.
In the third AMOUNT field, enter 25.00 and press
NEXT
.
The value in UNASSIGNED changes to 0.00.
˜
6.
In the first CATEGORY field, press
and select
˜
10. In the third CATEGORY field, press
and select
the category you use to track clothing purchases then
ENTER
the category you use to record household expenses
ENTER
press
.
then press
to close the list.
#7-1-15
#7-1-17
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148
ENTER
11. Press
to store the SPLIT transaction details
• The UNASSIGNED field is displayed only during
Edit mode. If you view an existing transaction
containing a SPLIT field in View mode and access
the Split information, no value for UNASSIGNED
will appear.
and proceed with completing the rest of the
transaction.
#7-1-18
Automatic transfers
One of Money Tracking’s most powerful and useful features
is the Transfer facility. Sometimes, you may wish to transfer
funds from one of your accounts to another. This single
transaction actually involves one account being debited,
and another account being credited by the same amount.
☞
• If the total amount given in the AMOUNT field of
the Money Tracking transaction is not equal to the
sum of the split amounts (ie. some split amount
details have not been entered), the outstanding
amount will be added automatically to the next
available Split field, but with no category given. A
warning message will advise you of this, and
suggest that you check the Split information.
For example, if you pay your monthly credit card bill by
check, this involves a debit from your checking account for
the payment amount, and a corresponding credit to your
credit card account. Using the transfer facility, the Money
Tracking application can automatically credit your credit
card account when you create the transaction in the
checking account. This not only saves you extra work, but
also ensures that the amount of the two corresponding
transactions are identical, thus eliminating troublesome
discrepancies which could later interfere with successful
account balancing and reconciliation.
7
• The Split function supports up to 10 amount/
categories. If there is an amount outstanding when
less than ten split entries have already been made,
the outstanding amount is added to the last entry
automatically and a warning message is displayed
advising the user to check the entry.
• If there is an unassigned amount outstanding when
ten entries have already been made, a warning
message appears and the user is forced to resolve
the discrepancy before the transaction can be
stored.
Account transfers always consist of a source account
transaction, which is created by the user, and a matching
transaction for a destination account.
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Whenever a new account is created in the Money Tracking
application, a special category is automatically created
specifically for account transfers. Such categories are
indicated by square brackets, ie. if you define an account
called CHECKING, a category [CHECKING] is created
automatically.
The new transaction window appears, with CHECKING as
the ACCOUNT NAME.
3.
4.
5.
Select PAYMENT in the TYPE field, and all of the
other fields as usual, except the CATEGORY field.
Enter 250 for the AMOUNT and move to the next
field.
A transaction can be created automatically when the
destination account is given in the CATEGORY field (eg.
[CHECKING]). The user is asked whether a corresponding
destination transaction should be created automatically. If
the source transaction is a debit, the destination transaction
created automatically will be a credit, and vice versa. When
the destination transaction is created, the text
˜
In the CATEGORY field, press
and select the
[MasterCard] category from the list (note the square
ENTER
brackets), then press
to close the list.
#7-1-19
“TRANSFERRED DATA” appears in the MEMO field.
The following example assumes that accounts called
CHECKING and MASTERCARD have been created. If you
enter the following transaction for a $250 check submitted
as a credit card repayment, the Money Tracking
application will automatically create a corresponding $250
deposit into your credit card account:
☞
You cannot transfer data from and to the same
account. For example, when you are entering a
CHECKING account transaction, you cannot specify
[CHECKING] as the category. If you do so, a warning
message will appear, asking you to check the
Category field.
1.
Press MONEY TRACKING repeatedly until you see
the CHECKING account Index view.
6.
After ensuring that all other fields are entered as
ENTER
to store the transaction.
☞
If you pass the CHECKING account by mistake, press
necessary, press
2nd
MONEY TRACKING to move through the
accounts in the reverse order.
A message then appears informing you that a
corresponding destination transaction can be created in the
transfer account.
NEW
to start a new Money Tracking
2.
Press
transaction for that account.
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150
Y
7.
Press
to confirm the transaction should be
accounts in the reverse order.
N
created (or
to skip).
The latest transaction will be the transfer transaction,
showing the same PAYEE and the same amount, $250.
However, while the original transaction was a payment, the
transfer transaction’s amount is a DEPOSIT. Also, the
MEMO field will contain the text “TRANSFERRED DATA”.
The messages “Working...” followed by “Stored!” appear
briefly. The transaction is then displayed in View mode.
#7-1-20
☞
Although one of the transfer transactions is created
automatically, the two transactions are treated as
separate transactions and are not linked to each
other. This means one transaction can be deleted
without the other being affected.
☞
Note that the ACCOUNT NAME, TYPE, DATE,
PAYEE, AMOUNT, CATEGORY and MEMO fields are
assigned for the destination transaction. In addition, if
the source transaction was marked as a Secret
transaction, the destination transaction will be also.
Making a transfer for a SPLIT transaction
You can make a transfer for an amount within a Split field.
Simply specify the destination transfer account as the
category for the particular split entry amount you want to be
transferred. The transfer itself works just as it would for a
non-Split field.
Remember that if you subsequently edit a source or
destination transaction, the change will not be reflected
automatically in the parallel transaction. To maintain the
correspondence between the two transactions, you should
manually edit the other transaction also.
7
8.
To check the automatically created transfer
ENTER
transaction, press
for the source account.
to return to the Index view
#7-1-21
9.
Press MONEY TRACKING repeatedly until the Index
view for the transfer account (which in this case was
the CREDIT CARD account) appears.
When you set or unset Secret status for a source or
destination transaction, its corresponding destination or
source transaction has the same change applied
automatically.
☞
If you pass the desired transfer account by mistake,
2nd
press
MONEY TRACKING to move through the
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151
☞
Since transactions cannot be retrieved once they are
removed or deleted, you may want to store or back up
the transactions before removing them by transferring
them to a PC or even printing out the details.
Account balancing & reconciliation
The automatic account balancing and reconciliation
functions are one of the Money Tracking application’s
most powerful and useful facilities. It works by comparing
the difference between an account’s (usually a checking
account) starting and ending balances with the sum of the
transactions (eg. checks and deposits) marked as cleared
as recorded in the Organizer. If the amounts are the same,
then all transactions have been accounted for and thus the
account is reconciled. If there is a discrepancy, however,
the user is alerted and must then specify what action
should be taken to resolve the discrepancy.
Performing account balancing
Account balancing and reconciliation can be carried out
once you have received your bank statement detailing the
various checks and other transactions in that account.
Account balancing is performed in two stages:
A. Reconciling the account: Comparing the transactions on
your Account Statement with the transactions in the OZ-
5500 and marking them as CLEARED
There are two main advantages to using Money Tracking
B. Balancing the Account: Entering the ENDing BALance
from your Statement and having the OZ-5500 calculate
its ending balance and having them match.
to perform account balancing and reconciliation:
1.
By identifying any discrepancies between the bank
statement details and the cleared transactions stored
in the Organizer, the Money Tracking application can
ensure that the Organizer’s record of account
Marking transactions as CLEARED
1.
From the SETUP ACCOUNT list, select the desired
MENU
transactions is complete, up-to-date and consistent.
account, press
and select ACCOUNT
ENTER
2.
Once the account has balanced correctly, reconciled
transactions can be removed from the Organizer
while maintaining the correct account balance, thus
freeing valuable memory and ensuring that only up-to-
date transactions are stored in memory (thus
preventing the excessive build-up of unnecessary
information).
BALANCING then press
.
#7-1-22
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2nd
Y
You can also use the keyboard shortcut
initiate ACCOUNT BALANCING.
to
The status of the transaction changes to “C” on the display.
#7-1-23
The STATEMENT BALANCES window appears. The
START BAL field is the OPENING BAL of the account (as
shown in the ACCOUNT LIST) plus the sum of all
transactions marked as RECONCILED. Note that this field
is calculated automatically, and cannot be modified by the
user.
Press
again to cancel the status of a
SMBL
transaction already marked as CLEARED.
2.
In the END BAL field, enter the ending or closing
balance as shown on the bank statement you have
Postponing the ACCOUNT BALANCING
procedure
ENTER
received, then press
.
The account index view appears, showing the index view
summary of all transaction (except those marked as
RECONCILED, which are hidden). However, instead of the
account balance being shown at the top right of the display,
the text “[SMBL] to clear” appears.
Once the ACCOUNT BALANCING command has been
selected, the Organizer will remain in account balancing
mode until either the account is balanced and the user
selects FINISH BALANCING or postpones account
balancing.
7
'
§
☞
Use
and
to view those details which cannot
For example, if you begin to balance your account but then
realize you don’t have all the information you need to
balance the account or you are interrupted and need to
postpone the process until later, you may do so by
selecting POSTPONE BALANCING.
fit on the screen at one time.
3.
Check each transaction in turn. If the details of any
transaction are incorrect, select the transaction and
EDIT
press
to update the details. If any transaction
appears in the statement but not in the account list
To postpone account balancing after the ACCOUNT
BALANCING command has already been issued:
NEW
display, create it by pressing
necessary details.
and adding the
MENU
1.
Press
.
When you finish checking each transaction, mark it as
CLEARED by selecting the transaction and pressing
The Money Tracking menu appears. Note that the
.
SMBL
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153
ACCOUNT BALANCING command is faded out, indicating
it cannot be selected.
The Organizer then calculates the sum of the transactions
marked CLEARED, and compares this to the difference
between the START BAL and END BAL (given in step 3
above).
ENTER
2.
Select POSTPONE BALANCING and press
.
2nd
Y
You can also use the keyboard shortcut
initiate POSTPONE BALANCING.
to
If there is no difference, this means the account has been
balanced successfully. A congratulations message is
displayed. (If a difference was detected, see “Handling
unbalanced accounts” below.)
☞
If you Postpone balancing after already marking some
transactions as Cleared, their Cleared status will be
preserved when you reinitiate account balancing. The
Cleared transactions will still be marked as Cleared.
#7-1-23
Balancing the account and reconciling the
transactions
ENTER
to acknowledge this message.
3.
Press
When you are satisfied that all data in the statement has
been checked and all appropriate transactions marked as
Cleared:
The display returns to the Index view for the account. All
transactions which were marked as CLEARED (C) are now
marked as RECONCILED (R), indicating that they have
been reconciled. The account balancing process is now
complete.
MENU
1.
Press
.
The Money Tracking menu appears.
ENTER
2nd
2.
Select FINISH BALANCING and press
R
You can also use the keyboard shortcut
initiate FINISH BALANCING.
to
#7-1-24
☞
The commands FINISH BALANCING and
POSTPONE BALANCING cannot be selected from
the menu unless ACCOUNT BALANCING has
already been carried out.
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154
Y
3.
Press
to proceed with creating this special
Handling unbalanced accounts
N
transaction to balance the account (or
an option from the list in step 2 above).
to reselect
When the sum of the cleared transactions does not equal
the difference between the START BAL and the END BAL
amounts, this means that the account is out of balance and
the account’s transactions have not been correctly
reconciled. The Organizer indicates this has occurred, but it
is up to the user to locate and rectify the cause of the
problem.
☞
When the adjustment transaction is created, all other
fields in the transaction are blank, except for: DATE =
(today’s date), ACCOUNT = (currently selected
account), TYPE = (depends on whether the amount is
credit or debit), CLEARED = “R”.
A final message appears asking the user to confirm to
creation of the adjustment transaction.
If a difference was detected:
A warning message is displayed to informing the user of the
problem, together with the amount of the discrepancy.
Y
4.
Press
balance the account (or
from the list in step 2 above).
to proceed with creating this transaction to
N
to reselect an option
ENTER
1.
2.
Press
to proceed with checking the problem.
ENTER
The adjustment transaction is created automatically. A
message of congratulations appears, informing the user
that the account is now balanced.
Select the desired option and press
:
7
POSTPONE – returns to the account’s index view. All
transactions are displayed. The Balancing operation is
terminated.
ENTER
to acknowledge this message.
5.
Press
The display returns to the Index view for the account. All
transactions which were marked as CLEARED (C) are now
marked as RECONCILED (R), indicating that they have
been reconciled. The account balancing process is now
complete.
RETURN TO BALANCING – returns the user to the
account Index view to recheck the CLEARED transactions.
ADJUST BALANCE - the Organizer asks for confirmation
that an adjustment transaction should be created. The
PAYEE of the account is given as <ADJUSTMENT>, and
the amount necessary to balance the account is shown in
the AMOUNT field.
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155
3.
In the BEFORE field, enter the date before which you
want to remove transactions. You can either enter the
Removing transactions after account
balancing
˜
date directly from the keyboard or press
and use
the arrow keys to select the date from the pop-up
NEXT
Since the Organizer contains limited memory capacity, it is
important to delete unwanted or out-of-date data from the
Money Tracking application just as for other applications.
However, one important advantage to having
RECONCILED transactions is that they are probably no
longer required, since they have all be successfully
accounted for. The Money Tracking applications offers a
useful facility of removing RECONCILED and/or other
transactions after adding their total value to the existing
OPENING BALance to create a new OPENING BALance.
This opening balance will be used the next time account
balancing is performed.
calendar. Press
.
☞
Transaction on or after the date you specify in the
BEFORE field will not be removed. For example, if
you specify BEFORE 1/1/97, then transactions up to
and including 12/31/96 will be removed.
4.
In the CONDITION field, specify the types of
transactions you wish to remove, according to their
ENTER
status. Press
.
Note the default is REMOVE RECONCILED.
☞
Note that while the removal of transactions maintains
the correct overall account balance, this is completely
different from deleting transactions, which causes the
balance to be reduced accordingly.
☞
Since transactions cannot be retrieved once they are
removed or deleted, you may want to store or back up
the transactions before removing them by transferring
them to a PC or even printing out the details.
To remove transactions:
When the Organizer is Locked
1. Select REMOVE TRANSACTIONS from the Money
ENTER
Tracking application menu, then press
.
Like most other applications within the Organizer, the
Money Tracking application allows you to define certain
information as Secret, so that it will be subsequently hidden
when the Organizer is Locked. However, locking the
Organizer causes certain changes to the Money Tracking
application’s behavior. These changes are discussed
below.
The REMOVE TRANSACTIONS window appears.
˜
2.
In the ACCOUNT field, press
and select the
account in which you want to remove transactions, or
select ALL to remove transactions from all accounts.
NEXT
Press
.
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156
Transaction view
This reminds the user that there may be hidden
transactions whose balances are not available.
When the Organizer is in its Unlocked state, any
transactions that have been marked as Secret are marked
with an asterisk in the top left corner of the display. When
the Organizer is Locked, Secret transactions are hidden
from view and therefore cannot be accessed at all.
☞
When the Organizer is Locked, all balances are given
as ##,###,###.##, even if there are no transactions
for that account that are actually marked as Secret
and therefore hidden.
The maximum amount that can be displayed in the balance
field is 99,999,999.99. However, if the total balance
exceeds this amount, an overflow occurs and the balance
appears as **,***,***.** to indicate the total amount cannot
be displayed.
Account list
When the Organizer is Locked, all account balances and
the total balance shown on the SET UP ACCOUNT list are
hidden. Instead, the balance is shown as ##,###,###.##
appears. The account balances cannot be viewed until the
Organizer is Unlocked.
Deleting Money Tracking entries
Also, certain operations on particular accounts are not
allowed (such as editing or deleting). A warning message is
displayed if they are attempted while the Organizer is
locked. However, new accounts can be set up (by pressing
Deleting transactions allows the user to erase unwanted
transactions. Use REMOVE TRANSACTIONS to get rid of
old transactions that were valid but are no longer required
(usually after Account Balancing). Use DATA DELETION
for a transaction that is not valid (eg. duplicate transactions,
voided checks and transactions entered incorrectly or by
mistake). When a transaction is deleted, its amount is
deducted from the account balance, as if it never existed.
But when a transaction is Removed, the account’s current
balance does not change.
7
NEW
) and the full details entered.
Transaction Index view
This view shows summary details of individual transactions,
after selecting a particular account from the account list.
When the Organizer is Locked, any transactions which
were previously marked as Secret are hidden from view.
Since some transactions may be hidden, the total balance
usually given at the top of the list cannot be given, and
instead shows ##,###,###.## when the Organizer is locked.
Deleting single entries
1.
In Index mode for the account, select the transaction
to be deleted.
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157
MENU
2.
Press
ENTER
, select DATA DELETION and press
The message “Deleted!” appears briefly. The display is
updated to show the appropriate entries have been deleted.
.
The Data Deletion submenu opens.
3. Highlight SELECTED ENTRY and press
Deleting Filtered transactions
ENTER
.
When the Filter is turned on, only certain transactions
(those meeting the current Filter selection criteria) are
displayed. To delete only these filtered transactions:
A confirmation message appears, asking if you are certain
you want to delete the selected entry.
MENU
, select DATA DELETION and press
.
1.
Press
ENTER
Y
N
4.
Press
to delete (or
to cancel the deletion).
Y
If
was pressed, the entry is deleted. The message
The DATA DELETION submenu appears.
2. Select ALL FILTERED ENTRIES then press
A deletion confirmation message appears. Press
“Deleted!” appears briefly. The display is updated by
removing the deleted entry.
ENTER
.
☞
You can also delete individual transactions easily by
selecting the transaction in Index mode or displaying
Y
to
N
delete (or
to cancel). The Filtered transactions are
DEL
it in View mode, then pressing
.
deleted from the Organizer. The message "Deleted!"
appears briefly. The Index view for the account is
displayed, showing that the Filtered transactions have been
deleted.
Deleting all transactions within an account
1. From the Index view of the corresponding account,
MENU
press
ENTER
, select DATA DELETION and press
☞
This command is only available when the Filter is in
effect. The Filter function is automatically canceled
when Filtered transactions are deleted by the above
procedure.
.
The Data Deletion submenu opens.
2. Select ALL IN SELECTED ACCOUNT and press
ENTER
.
Deleting all transactions
MENU
, Select DATA DELETION and press
A deletion confirmation message is displayed.
1.
Press
ENTER
.
Y
3.
Press
to delete all the transactions in the
N
account (or
to cancel without deleting).
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158
The DATA DELETION submenu is displayed.
Deleting all Money Tracking accounts
ENTER
2.
Select ALL TRANSACTIONS and press
.
This command is used to delete all Money Tracking
accounts and any transactions they contain. If you issue
this command, you will lose all your Money Tracking
information.
A confirmation message appears to ask if you are certain
you wish to delete all the transactions.
Y
N
3.
Press
to confirm or
to cancel the operation.
MENU
, Select DATA DELETION and press
.
1.
Press
ENTER
Y
If
was pressed, the message “Deleted!” appears briefly
and all transactions are deleted.
The DATA DELETION submenu appears.
Deleting all categories
2. Select ALL MONEY TRACKING FILES and press
ENTER
.
You can delete all Money Tracking categories if they are
not being used by transactions entries.
A confirmation message appears asking if you are certain
you want to delete all Money Tracking files (accounts).
MENU
, select DATA DELETION and press
.
1.
Press
ENTER
Y
N
3.
Press
to delete or
to cancel the operation.
7
Y
The DATA DELETION submenu appears.
If
was pressed, all Money Tracking accounts,
transactions and Categories are deleted.
ENTER
2.
Select ALL CATEGORIES and press
.
A deletion confirmation message appears.
Y
N
3.
Press
to proceed with deletion (or
to
cancel).
All preset and user-defined categories are deleted.
☞
Note that Categories cannot be deleted if they are
currently being used by transaction entries.
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159
Money Tracking application menu
Lists existing accounts and
allows accounts to be added or
updated.
Allows Categories to be
added, edited, selected and
deleted, and preset categories
to be reloaded.
Commences account
balancing by allowing
transactions to be marked as
Cleared.
Determines whether account is
in balance and if so, marks
cleared transactions as
Reconciled.
Cancels account balancing
until a later time but preserves
changes already made.
Deletes transactions marked
as Reconciled after account
balancing but while
maintaining total balance.
Selects the specific entries for
deletion (see p.157).
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CHAPTER 8
Features and Utilities for Added Power
Copying or Moving Blocks of Text
The Organizer lets you cut, copy, or paste blocks of text.
The first step in cutting, copying, and pasting is to select
the block of text you want to work with.
n addition to its basic functions, the Organizer
also provides an wide range of utilities and
features to give you even greater control over
I
your information. This chapter introduces and
describes these features, which include text
cutting, copying, and pasting, filtering of selected
entries, and many more. Most people will not
need to use all of these features on a daily basis.
You can pick and choose from among them to
find the features that best suit your current task
and your own way of working.
Text that has been cut or copied is stored on the unit’s
internal clipboard. Only one block of text can be stored in
the clipboard at a time, and it will remain there until a new
block of text is cut or copied. There is no limit to the number
of times you can paste the same text from the clipboard.
You can copy or move blocks of text in virtually any
application.
1.
Select an entry in its application’s Index mode then
display it in Edit mode.
In general, all of the Organizer’s applications
share the features explained in this chapter,
while exceptions are clearly noted.
2.
Make sure the cursor is placed at the start of the text
you want to select.
8
3.
Hold
down while moving the cursor across the
desired text to select it.
2nd
CUT
to move the selected text to a new
4.
Press
location (ie. remove it from its original location).
2nd
COPY
Press
if you want to make a copy of the text
(and leave the original text unchanged).
The selected text is stored in the clipboard.
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161
ENTER
if you want to store the original entry
5.
Press
with any changes you have made (including moving
CANCEL
Copying or Moving Entries
or copying the selected text), or press
discard all the changes you have made to the original
CANCEL
to
The CUT/COPY/PASTE operations provide a quick,
convenient way for you to copy or move an entire entry to
another location. Entries do not have to be in the same file
or even in the same application, since CUT/COPY/PASTE
work across virtually all applications.
entry. Note that even if you press
, the text
you selected will remain in the clipboard for you to
use.
6.
7.
Move the cursor to the location where you want to
place the text, either within the same entry or in
another entry.
1.
Select an entry that you want to copy or move in
Index mode.
2nd
CUT
2.
Press
if you want to move the entry. A
2nd
PASTE
Press
.
message will ask if you are sure you want to delete
Y
the entry from its present location. Press
to
The text you selected is now pasted into the new location.
N
proceed (or
to cancel the operation).
ENTER
to store the amended entry with the
8.
Press
2nd
COPY
Press
if you want to make a copy of the entry.
in the application you want to move or
pasted text.
NEW
3.
Press
☞
• Pasted text is inserted into existing text regardless
of whether the insertion or overwriting mode is
selected. However, by highlighting some text
copy the entry to. You can also append the copied/cut
entry to an existing entry. Open an entry in Edit mode,
and move the cursor to the position where you want
to append the entry.
2nd
PASTE
before pressing
, it can be replaced
with the pasted text. Thus you can easily replace
one block of text with another by highlighting it
before pasting.
2nd
PASTE
4.
5.
Press
.
Make any necessary changes to the moved/copied
entry. Press
have finished.
• Pasted calculations can be performed in the Calc
application. However, only numbers and operators
can be pasted in the Calc application. Any text that
is pasted will be ignored.
ENTER
to store the entry when you
The entry you selected is now moved or copied to the new
location.
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162
☞
• In the Outline application’s Edit mode, to copy or
move an entire outline, you must begin by selecting
its title.
The Time Stamp and Date Stamp Functions
The time and date stamp functions can be used to insert or
stamp the current time and date anywhere in an entry,
including time/date fields in applications such as Schedule
and To Do. This is very convenient for keeping track of
such things as telephone conversations or when tracking
expenses, as it saves you the trouble of finding out the
time/date and entering them manually.
• If you select a topic in the outline, only the selected
topic and its subtopics will be copied.
1.
When working in an application’s Edit mode, place the
cursor at the location where you want to insert the
time or date.
2nd
2nd
T
D
2.
Press
to insert the time, or
to
insert the date, or both. When you store the entry, the
time and date stamps will be stored with it.
8
#8-3-1 Display
☞
Time and date stamps inserted into an entry are
included in any printout of the entry.
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2.
Press NEW
.
The Word Key
A NEW WORD window opens.
You may sometimes find yourself having to enter the same
word over and over again in letters or lists, for example or
you may have several memos or letters you have to write
#8-4-2 Display
WORD
that are all on the same topic. Using the
key, you
can easily insert words, names, numbers, and phrases (up
to 32 characters long) in an entry with just the press of a
key.
3.
Enter any word, name, number, or phrase (up to 32
characters) that you want to be able to recall using
the Word key.
Defining your words or phrases
ENTER
4.
5.
Press
.
There are no default words assigned to the Organizer’s
WORD
key function, so you must first define your own
Repeat steps 2 to 4 above to define any other words
you might like to insert into a document either now or
words or phrases.
WORD
in the future using
.
MENU
1.
Press
three times to open the TOOLS menu.
ENTER
Select SET UP WORD KEY and press
.
Words are stored alphabetically.
A list appears which is used to define your own words or
phrases. The list will be empty when you use the function
for the first time.
CANCEL
6.
Press
when you are finished.
Inserting a word or phrase
1.
When entering or editing an entry in Edit mode, place
the cursor where you want a word to be entered.
#8-4-1 Display
WORD
2.
Press
.
The word list window opens, showing an alphabetical list of
all the words that have been previously defined.
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3.
4.
Select the particular word you want to insert. Press
The Filter Function
PREV
NEXT
to display more words if necessary.
or
ENTER
The Organizer’s Filter function allows you to selectively
access only those entries containing particular information
in an application. The Filter function does this by hiding all
entries that do not match specified criteria from all the
display modes of an application until the Filter is turned off.
Press
.
The word is inserted at the cursor position.
Editing a word or phrase
You can edit a word or phrase using a similar procedure to
adding a word or phrase (see above), but instead of
You can edit the displayed entries normally while the Filter
is turned on.
NEW
pressing
the word in the list you want to edit and press
EDIT WORD window then opens. Make any desired
to open the NEW WORD window, select
The Filter function is available only in the Schedule,
Money Tracking, Memo, Tel, and User File applications.
EDIT
. An
ENTER
changes and press
. After the change has been
CANCEL
stored, press
to close the window.
Turning the Filter on
1.
Open the application containing the entries you want
to work with. Go to Index mode.
Deleting a word or phrase
If you find that you no longer need a particular word or
phrase, it is easy to delete it. Select SET UP WORD KEY
from the TOOLS menu, highlight the word or phrase you
MENU
2.
Press
menu, select SET FILTER STATUS, then press
ENTER
twice to display the PREFERENCES
8
.
DEL
want to delete, and press
. A confirmation message
In the Tel and User File application, a window opens for
the user to enter the appropriate selection criteria, as
shown below:
appears asking if you are sure you want to delete the
Y
N
selected word or phrase. Press
CANCEL
(or
to cancel the
deletion). Then press
to close the window.
#8-5-1 Display
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In the Schedule, Money Tracking and Memo applications,
a window opens for the user the enter a date range and/or
description as the selection criteria, as shown below:
Schedule, Money Tracking and Memo entries.
ENTER
6.
Press
.
The application returns to Index mode, but now only those
entries that meet the Filter’s selection criteria are displayed.
Within the PREFERENCES menu, SET FILTER STATUS is
now displayed with a ✓to indicate that the Filter function is
turned on.
#8-5-2 Display
–
2nd
4.
Press
to check the SECRET ONLY box
If no matching entries are found, a message indicates this.
and extract secret entries only (see p.186). (This box
will not be displayed if the Organizer is locked.) You
can extract all the secret entries in the application by
skipping step 5 below.
☞
If a new entry is made or an entry is transferred from
another device while the Filter function is on, the entry
will be displayed even though it may not meet the
criteria. If you want to remove these new entries, first
turn the Filter function off then repeat the above
procedure.
–
2nd
(Press
again to deselect the feature.)
5.
Enter the information you want to use as the filter’s
selection criteria.
Turning the Filter off
In the User File or Tel application, enter any keywords for
the fields defined for that user file. The more fields you
enter keywords for, the more selective the filtering process
will be.
To turn off the Filter function, deselect SET FILTER
STATUS in the PREFERENCES menu.
Deleting filtered entries
In the Schedule, Money Tracking and Memo applications,
you may specify a range of dates as well as a keyword. To
do so, enter the FROM and TO dates by either typing the
dates in the respective fields or selecting the dates using
The Filter function also makes it possible to delete a group
of entries related to one or several topics. This can be
extremely useful, for example, if you complete a project that
has several entries relating to it, saving you time by
deleting them as a group instead of individually.
˜
and the arrow keys. Any keyword(s) you wish to
specify must appear in the DESCRIPTION field of the
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In the Schedule, Money Tracking, Memo, Tel, or User
File applications:
Special Characters
The Organizer has a list of 159 symbols and accented
characters, such as “&”, “?”, and “/”. These symbols and
accented characters can be easily accessed and inserted
into an entry. Selecting any of these special characters
inserts it at the cursor’s current location.
1.
Turn on the Filter using keywords to collect the entries
you want to delete.
MENU
2.
Press
to display the application menu, select
ENTER
DATA DELETION then press
.
A submenu appears.
3. Select ALL FILTERED ENTRIES then press
1.
When entering data or editing an entry in any
application in Edit mode, position the cursor where
you want to insert a symbol or special character.
ENTER
.
A message appears asking you to confirm you want to
delete all filtered entries from the application.
SMBL
2.
Press
on the keyboard.
The Symbol window appears.
Y
N
4.
Press
(or
to cancel the procedure).
All the filtered entries are deleted and the Filter function is
turned off.
#8-6-1 Display
8
PREV
NEXT
until you see the character
3.
4.
Press
or
˜
§
'
¶
you want to enter, then use
select it.
to
ENTER
Press
to use the selected symbol.
The symbol window closes and the selected character is
entered at the current cursor position.
5.
If the symbol you just selected is an accent mark (¨, ^,
`, ´, ˜, or _ ), it will flash on the display. Type the letter
for which you want that accent mark to be used.
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167
☞
• When you next open the Symbol menu, the
character you selected will be selected again as
the default.
• When printing an entry containing symbols, certain
symbols and characters may not be printed if they
are not supported by your printer. Consult your
printer manual for detailed information on character
support.
• You can use the following keyboard shortcuts:
Accent
Keyboard shortcut (followed by the
desired letter)
2nd
2nd
2nd
2nd
2nd
L
J
˜
`
´
¨
ˆ
K
B
N
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CHAPTER 9
Using the Optional Peripherals
The Peripherals Menu
Sets up data exchange with
PCs (see p.180).
our Organizer is a powerful pocket-
size computer with built-in functions
Prints entries in an
application (see p.170).
#9-1-1 Display
that make it possible to accomplish a
Y
Transfers data with other OZ-
5500 Organizers (see p.174).
broad range of tasks, including printing. It has
the flexibility to connect to other Organizers and
transfer data to desktop computers using data
transfer facilities, which are accessed through
the PERIPHERALS menu. This chapter provides
descriptions and examples to get you up and
running quickly with these powerful features.
Selects the printer type (see
p.170).
Selects a ”generic” printer
type/character set and the
paper type (see p.171).
Configures data transfer to/
from other OZ-5500
Organizers via infrared port
or cable (see p.174).
9
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The Organizer supports the Proprinter X24E only. Printers
that emulate other Proprinter models may not function
properly.
Printing from the Organizer
The Organizer offers a wide range of printing options,
ranging from the current contents of the display to
individual entries to all the entries within an application. The
actual printing options available depend on which particular
application you are using.
To print from the Organizer to a printer, the optional
SHARP CE-IR1 wireless interface is required, as well as a
standard computer printer cable. See the CE-IR1 operation
manual regarding use with a printer.
Entries and information can be printed on any standard
parallel PC printer connected to the Organizer via the
optional CE-IR1 wireless interface. The Organizer has built-
in printer drivers (a printer driver is a special program that
tells a particular type of printer how to format and print data
correctly) for the following printers:
Hardware compatibility between the printer and the CE-IR1
may affect printing capability.
Setting printer emulation
MENU
four times to open the PERIPHERALS
1.
Press
menu.
Canon BJ-10e Series
IBM Proprinter Series
Epson FX-80, FX-850 and LQ-510
Hewlett Packard LaserJet II and III Series
#9-1-2 Display
The Organizer also works with printers that can emulate
any of the above printers (consult your
2.
Select SET PRINTER EMULATION and press
ENTER
.
printer’s manual regarding the emulation modes it
supports). For information about other specific models
supported by the Organizer, consult your local SHARP
dealer.
The printer emulation menu appears.
#9-1-3 Display
The following restriction also applies for the Proprinter
Series:
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3.
Select your printer type or one that your printer
emulates (refer to your printer’s manual regarding the
emulation modes it supports).
1.
Open the display that you want to print.
2nd
P
2.
Press
.
☞
Press ON at any time to cancel printing.
☞
If your printer does not support any of the printer
models listed, select [MORE EMULATIONS] and
OTHER (US CHARACTERS) to print U.S. character
codes or OTHER (INTERNATIONAL) to print other
character code sets. The OTHER settings make use
of the Organizer’s built-in universal printer driver
which may work for your printer. In addition, because
of differences in the way data sent by the Organizer is
converted to characters on the printer, information in
the final printed copy may not appear exactly as it
does in the Organizer.
Printing a single entry
1.
Select the entry that you want to print in Index mode
or display it in View mode.
2nd
SEND
2.
Press
.
☞
• Press ON at any time to cancel printing.
• If you are in an application other than Memo or
Outline, you may have to remove the paper
manually after printing (ie. no automatic form feed
is sent). However, if you are using Hewlett Packard
LaserJet Series printer, the paper will feed
automatically after printing.
To print secret entries, the Organizer must first be unlocked
(see p.187). If you try to print a group of entries or all
entries when the Organizer is locked, only the non-secret
entries will be printed.
You can also print single entries using the
PERIPHERALS menu. After selecting or displaying
the entry, select PRINT from the menu, then
SELECTED ENTRY (or SELECTED OUTLINE) from
the submenu.
Entries are printed in the same format as for their Edit
mode. For example, a collapsed Outline entry would be
printed without its hidden subtopics, etc.
9
Printing the current display
Printing a specified group of To Do entries
Virtually any display on the Organizer can be printed as it
appears, with the exception of the confirmation prompt
(Yes/No) displays, and other information messages.
In the To Do application, you can also print entries that
match specific selection criteria that you decide.
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In the To Do application:
Printing all entries
MENU
ENTER
1.
2.
Press
, select VIEWS then press
.
All entries in an application (or in a selected file in the Ann,
Tel and User File applications) can be printed.
Select TO BE DONE ITEMS, DONE ITEMS,
MONTHLY GOALS, or BY CATEGORY for a category
containing the entries you want to print then press
To print all entries in an application:
1.
Open the application containing the entries you want
to print.
ENTER
.
In the Schedule, Tel and User File applications, make sure
that the Filter function is turned off (see p.166).
MENU
four times to display the
3.
Press
PERIPHERALS menu, select PRINT, then press
ENTER
MENU
four times to display the
2.
Press
PERIPHERALS menu, select PRINT then press
ENTER
Select ALL [application name] ENTRIES and press
ENTER
.
4.
Select ALL IN CURRENT VIEW, then press ENTER
.
.
3.
☞
Press ON at any time to cancel printing.
.
Printing Schedule entries for specific periods
To print all entries in a file in the Ann, Tel or User File
application,
CALENDAR
to start the application.
1.
2.
Press
1.
2.
3.
Open the application containing the file you want to
print and select the file.
Select the date containing the entries you want to
print, or a date that is included in the weekly or
monthly period of entries that you want to print.
MENU
Press
ENTER
four times, select PRINT then press
.
MENU
four times to display the
3.
Press
PERIPHERALS menu, select PRINT then press
ENTER
For the Ann application:
Select ALL ANN1 BY DATE or ALL ANN2 BY DAY
then press
.
ENTER
.
For the Tel or User File application:
Select ALL [file name] ENTRIES then press
4.
Select ALL IN SELECTED DAY/WEEK/MONTH and
press ENTER
.
ENTER
.
☞
Press ON at any time to cancel printing.
☞
Press ON at any time to cancel printing.
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172
can back up your information to guard against losing it, or
copy information so that you or someone else can work
with it on another device. A summary of transfer devices,
transferable data, and tasks to which a transfer device is
most suited is provided in the table below.
Transferring Data
There are several ways to transfer information – whether
specific entries or entire files – between the Organizer and
other information processing devices, including personal
computers and other SHARP Organizers. In this way, you
Transferable data and
direction of transfer
(→: sent from 5500,
Transfer device
Peripherals required
Most suitable task
←: received in 5500)
Another OZ-5500
Organizer, OZ-6500,
ZR-5000 and
Single entries, entire files/
applications
None for infrared transfers;
CE-315L for cable transfers
Exchanging data with other OZ-5500
Organizers, OZ-6500, ZR-5000 and
OZ-9000 series Organizers
OZ-9000 series
Organizer (See p.174
and p.176)
→
←
Personal computer
(See p.180)
Single entries, entire files/
applications
Software* + CE-IR2 or
compatible Organizer link
cables or CE-137T + RS-232C
interface cable
Backup, archiving, printing and emulation
of the Organizer on a computer.
→
9
←
*
Depending upon the SHARP or third-party software you are using, some features and capabilities may vary.
can be sent. However, the Notebook application on some
The auto power off function (see p.50) is disabled in
☞
other models corresponds to the Memo application on the
all transfer modes.
OZ-5500 Organizer.
When transferring data from other models, only entries in a
mode (application) supported on the OZ-5500 Organizer
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173
• No peripheral devices are required to transfer data
via the infrared port. However, infrared transfers
are easily affected by ambient conditions which
may interfere with this type of transfer. Connecting
the two units directly using the optional CE-315L
cable will ensure a more reliable transfer. See
p.176.
Transferring between OZ-5500 Organizers
Data can be transferred directly between two OZ-5500
Organizers via the infrared port. Single entries or all the
entries in an application can be transferred in the
Schedule, To Do, Ann, Memo, Money Tracking and
Outline applications; and single entries or all the entries in
a file can be transferred in the Tel and User File
applications.
Initial set-up
There is no special hardware set-up involved in infrared
transfers. And if you only want to transfer single entries
The transfer procedure differs according to whether single
entries or complete files are to be transferred.
GET
SEND
, there is no software set-up either:
using
and
☞
• Press ON at any time to interrupt and cancel a
all you have to do initially is set up the units properly so
they use the same path (step 4 below). For all other
infrared transfers, follow the procedure below.
transfer.
• After a transfer, the display returns to the
application being used before the transfer
procedure was begun.
MENU
four times on both units to open the
1.
Press
PERIPHERALS menu.
• Data received from another Organizer is
automatically assigned to the Organizer’s IN BOX
so that it can be checked before being moved to
the appropriate application (except Money
Tracking data, which is stored directly in the
Money Tracking files).
ENTER
2.
Select SET UNIT TO UNIT PATH and press
.
A submenu opens.
3.
Select VIA INFRARED
PORT and press ENTER
.
4.
Place the two Organizers so
that their infrared ports are
acing each other and are no
more than 80 cm apart.
• In the Tel or User File applications, the contents of
fields that have not been set up in the receiving file
cannot be transferred. Also, if the type of a field is
different in the two units, the information cannot be
transferred.
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174
GET
☞
• During transfers, do not leave the cover more than
three-quarters open or it will interrupt the infrared
transfer.
3.
4.
Press
Press
on the receiving Organizer.
on the sending Organizer.
SEND
The selected entry is transferred and appended to data in
the appropriate application.
• When transferring entire applications or files, or
entries marked as secret, both Organizers must be
unlocked (see p.187).
You can also transfer single entries using UNIT TO
UNIT TRANSFER in the PERIPHERALS menu. In
step 3, after opening the same application as on the
sending Organizer, select GET DATA (APPEND) on
the receiving Organizer. Then, in step 4, select SEND
SELECTED ENTRY on the sending Organizer.
• Avoid direct sunlight.
• Keep the infrared port clean with a soft, dry cloth.
Dust on the port could cause a transfer to fail.
• Although infrared transfer requires no special
hardware, it is easily affected by ambient
Transferring all entries in an application
conditions and other factors such as external light,
weak batteries, large transfer distance, transfer
angle, etc. As a result, while infrared transfer is
very convenient, there is a strong likelihood of data
transfer failure, incomplete data transfer (missing
data) or other errors occurring. It is therefore
recommended that you check the received data
thoroughly after making an infrared transfer.
With the exception of the Tel and User File applications, all
entries in any application can be transferred. In Tel and
User File, all entries in particular files can be transferred.
1.
2.
3.
Turn on both Organizers.
Open the same application on each Organizer.
9
MENU
On the receiving Organizer, press
to open the PERIPHERALS menu. Select UNIT TO
ENTER
four times
Transferring single entries
UNIT TRANSFER and press
A submenu opens.
.
Single entries can be transferred in all applications.
1.
2.
Turn on both Organizers.
On the sending Organizer, select the entry you want
to send.
#9-2-2 Display
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4.
5.
Select GET DATA (APPEND), and press ENTER
.
4.
5.
Turn on both Organizers.
MENU
Press
four times to display the
MENU
On the sending Organizer, press
four times
PERIPHERALS menu.
to open the PERIPHERALS menu. Select UNIT TO
ENTER
UNIT TRANSFER, and press
A submenu opens.
.
6.
Select SET UNIT TO UNIT PATH, then press
ENTER
.
7.
Select VIA DIRECT CABLE then press ENTER
.
6.
Select SEND ALL IN THIS MODE, or SEND ALL IN
THIS FILE in the Tel and User File applications.
☞
• To conserve battery power, disconnect the cable
as soon as a transfer is completed.
All entries in the application or in the selected file are
transferred.
GET
SEND
keys are used only for
• The
and
infrared transfers, not for cable transfers. You must
use the PERIPHERALS menu to transfer data via
☞
If the Filter function is turned on while using Tel or
User File, select SEND ALL IN THIS MODE if you
want only the filtered entries to be transferred.
GET
SEND
keys always
cable. Using the
and
initiates an infrared transfer, regardless of the
selection for SET UNIT TO UNIT PATH or whether
or not the cable is connected.
For more reliable data transfer, you can connect two OZ-
5500 Organizers using the optional CE-315L cable.
8.
Transfer the data by following the same menu
procedure as for the infrared transfer shown on p.175.
To set up the Organizers for data transfer via direct cable:
1.
2.
Turn off both Organizers.
Exchanging data with other Organizers
Open the cover of the 15-pin cable jack on each
Organizer.
You can send information to and receive information from
ZR-5000, OZ-6500 or 9000 series Organizers. However,
the OZ-5500 cannot handle graphic data from other
Organizer models. This type of transfer requires the
optional CE-315L cable if you choose not to use the
Infrared (IR) transfer.
3.
Plug each end of the
cable into the jack
on each Organizer.
Initial set-up
1.
Turn off both Organizers.
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2.
Open the cover of the 15-pin cable jack on each
Organizer.
A message appears, informing you that the Organizer is
attempting to make a connection and receive data from the
sending unit.
3.
Plug each end of the cable into the cable jack on each
Organizer.
4.
On the sending unit:
MENU
and select PERIPHERALS. Select UNIT TO
UNIT TRANSFER, then select the preferred SEND option.
☞
To conserve battery power, disconnect the cable as
soon as a transfer is completed.
Press
Repeat the steps above for all applications you want to
import to your Organizer.
Transferring data
1.
2.
Turn on both Organizers.
☞
• Memo entries from Organizers other than the OZ-
5500 will be transferred to the Memo application.
All other matching applications will share the same
name.
On the OZ-5500 Organizer, open the application in
which you want to receive the data.
Only data corresponding to the application selected on the
receiving Organizer will be transferred (regardless of which
applications were selected on the sending unit).
• There are some other restrictions. See p.181.
• Since the Memo application does not support
formatting (tabs, indents, etc.) and styles (bold,
italics, etc.), such information contained in entries
received from other Organizer models will be
ignored and lost.
In the Tel and User File applications, use the menu to
switch to the correct destination file.
3.
On the OZ-5500 Organizer:
MENU
9
Press
menu.
four times to open the PERIPHERALS
• On the OZ-5500 Organizer, all applications that
allow entry of text providen automatic word
wrapping at the end of each line. However on
6500 and 9000-Series Organizers, this is not
supported. As a result, any entries transferred
between these models and the OZ-5500 may be
displayed differently in the corresponding
applications to the original versions.
Select UNIT TO UNIT TRANSFER and press ENTER
.
A submenu opens.
Select GET DATA (APPEND) and press ENTER
.
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Single entries or entire files can also be transferred
between an OZ-5500 and an OZ-6500, ZR-5000 or
OZ-9000-Series Organizer via the infrared link.
The IN BOX and IN BOX VIEWER
Any entries transferred to the Organizer are stored in their
corresponding applications and also listed in a special
location called the IN BOX. The IN BOX VIEWER allows
you to see the application and title of each entry that has
been received, and to decide whether you want to keep or
delete each entry.
The procedures for this transfer are essentially the same as
those given in the preceding sections on the OZ-5500 side.
Refer to the operation manuals for the OZ-6500, ZR-5000
or OZ-9000-Series Organizers to set up these devices for
data transfer.
Removing entries from the IN BOX
Since entries received via data transfer are stored in their
corresponding applications and listed in the IN BOX, you
should remove each item from the IN BOX if you decide
you want to keep the transferred entry.
To use the IN BOX VIEWER:
MENU
three times to display the TOOLS
1.
Press
menu.
ENTER
2.
Select IN BOX VIEWER and press
.
The IN BOX is displayed. Each item listed in the IN BOX
corresponds to an entry that has already been stored in the
application indicated by the displayed symbol.
3.
Select any specific entry you want to remove, the
press ENTER
.
4.
To remove a specific entry: select REMOVE THIS
ENTRY and press ENTER
.
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To remove all entries in the IN BOX: select
REMOVE ALL ENTRIES and press ENTER
The IN BOX VIEWER displays the entries you filed in Index
mode, with a symbol to identify the application each entry
belongs to.
.
To delete all entries from the IN BOX and from
their corresponding applications: select DELETE
ALL ENTRIES and press ENTER , then confirm you
want to permanently delete the entries from the
Organizer.
☞
To transfer the entries in the IN BOX to another
MENU
Organizer, press
, select SEND ALL
ENTRIES VIA IR and press ENTER
.
Assigning entries to the IN BOX from
applications
You can easily send entries from a variety of applications to
the IN BOX, so that you can transfer them to another
Organizer in a single operation.
1.
Select an entry to be transferred in Index mode or
display it in View mode.
2nd
F
2.
Press
.
A copy of the entry is sent to the IN BOX (the original entry
remains unaffected). The message “Filed!” appears briefly.
9
3.
Repeat the above steps for any other entries in other
applications to be sent to the IN BOX.
MENU
4.
Press
three times to display the TOOLS
menu. Select IN BOX VIEWER and press ENTER
.
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2nd
MENU
You can also press
LINK.
to access the PC-
Exchanging Information with a Personal Computer
Using SHARP’s optional Organizer Link software and cable
package or certain third-party software packages, you can
exchange data with a personal computer. Certain software
will allow you to exchange data with a personal computer
via the Organizer’s infrared port using the optional CE-IR2
wireless interface. This makes it possible, for example, to
use the unit when outside your home or office, then later
transfer the data you have entered on the Organizer to your
desktop computer.
6.
Select IR for infrared transfer or DIRECT CABLE for
ENTER
cable transfer and press
.
#9-3-1 Display
Your Organizer is now ready to transfer data. Consult the
Organizer Link manual regarding subsequent transfer
procedures.
To setup the Organizer for use with the Organizer Link:
1.
2.
Make sure the unit is turned off.
Press ON at any time to exit the PC Link mode.
If you leave the Organizer in PC Link mode, more power is
consumed from the batteries than usual, and the auto
power off function does not work.
For infrared transfer, set up the Organizer with the
CE-IR2 wireless interface. (See the CE-IR2 manual
for details.)
To conserve battery power, always press ON to leave the
PC Link mode as soon as you have finished transferring
data.
For a cable transfer, connect the Organizer Link cable to
the Organizer’s 15-pin cable jack. (See the Organizer Link
manual for details.)
3.
4.
Press ON
.
MENU
Press
four times to display the
PERIPHERALS menu.
ENTER
5.
Select PC-LINK and press
.
The SELECT PC-LINK PATH window appears.
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Points to remember when using peripherals
When using Organizer Link software designed for an
Organizer other than the OZ-5500:
•
•
Data in applications that are not compatible with the
Organizer Link cannot be transferred.
You cannot transfer an entry from USER FILE 1 of the
User File application if it has no data in its NAME field.
It is also impossible to transfer any complete file that
contains such an entry.
When receiving data from an Organizer other than the
OZ-5500s or when using an Organizer Link designed
for another Organizer:
•
If an Outline entry is more than 32 Kbytes in size, only
the first 32 Kbytes of data will be received by an OZ-
5500. Any subsequent text will not be transferred.
•
•
Only data in applications/modes can be transferred.
9
If you have used free fields in Telephone or User File on
your other unit, you must set the number of fields in
Telephone (or User File) on the OZ-5500 Organizer to
be the same BEFORE transferring the information to the
OZ-5500. Otherwise the data in the free fields will not
be transferred to the OZ-5500. Also, if the type of a field
(text or picture) is different in the two Organizers, it
cannot be transferred.
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182
CHAPTER 10
Personalizing Your Organizer
The Start-Up Display
The Organizer can display your name, telephone number,
and address every time it is turned on, set against one of
three built-in graphic backgrounds. If you ever lose or
misplace your Organizer, this could significantly increase
the chances of being it returned to you.
ow that you have an understanding of
all of the Organizer’s functions and its
operation, let’s take a look at the various
N
ways you can customize the Organizer to suit
your personal preferences: the display can show
selected user information at start-up; entries can
be made secure through password protection
and by marking them as secret; the Calendar
display can be set to a default view that you
prefer; and a bold font can be selected for the
Organizer’s display.
Selecting the start-up display
MENU
twice to open the PREFERENCES
1.
Press
menu, select SET START-UP DISPLAY, then press
ENTER
.
SET START-UP DISPLAY contains several fields. Current
selections are shown in reverse.
The Organizer offers two levels of security for its
entries and operations. The first is the ASK
PASSWORD option, which requires the correct
password, previously set up by the user, to be
given each time the Organizer is turned on.
Thus, overall access to the Organizer’s
information and operations is restricted. The
second is to define particular entries within
various applications as secret, and then enable
the LOCK ORGANIZER option within the TOOLS
menu. This is independent of whether the ASK
PASSWORD option is set, and provides another
layer of security.
#10-1-1 Display
START-UP
10
ON: Enables a user-specified display upon start-up.
The owner’s name, telephone number and address
will then be displayed each time the Organizer is
turned on. Also, if the ASK PASSWORD option is
ON (see below), the Organizer will prompt the user
for the correct password upon start-up.
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OFF: Even if ASK PASSWORD (see below) is set to
ON, no password will be required. The Organizer
then starts in the application or display mode that
was most recently used.
OFF: You will not be prompted to enter your
password upon start-up.
2.
3.
Select the desired setting in each field.
CANCEL
Press ENTER to store the settings (or
to
SETUP: Sets the Organizer to run through the set
up procedure at start-up. This is the default display.
This provides an overview of how to use the
Organizer, and is very useful for new users as it
goes directly to those screens allowing user
customization. After this has been done once and
the user reached the USER SETUP completed
screen, START-UP is changed automatically from
SETUP to OFF.
cancel any changes).
Responses to the start-up display
If you have set START-UP and ASK PASSWORD to ON,
and entered your personal information, a display similar to
the one below will appear each time the Organizer is turned
on.
BACKGROUND
#10-1-3 Display
You may choose one of the three built-in
backgrounds to be displayed at start-up (when the
Organizer is turned on).
To use the Organizer:
ASK PASSWORD
1.
Type in the password as used for the Secret function.
You must enter the password exactly as you
registered it, including upper- and lower-case letters.
ON: After registering a password (see p.255), you
will be prompted to enter that password upon start-
up (if START-UP is also set to ON). The Organizer
cannot be used if the password is not entered
correctly. This is an important security feature for
users whose Organizers contain sensitive
information.
2.
Press ENTER
.
The ENTER PASSWORD prompt disappears.
3.
Press ENTER to go directly to the Calendar or press
the key for any application you want to use.
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☞
• If no password has been registered, the prompt for
the password will not be displayed even if ASK
PASSWORD and START-UP have been set to ON.
The cursor moves to the telephone number field.
NEXT
4.
Enter your telephone number, then press
.
The cursor moves to the address field.
• If you set ASK PASSWORD to ON with START-UP
set to ON and you forget your registered password,
you will have to reset it, which means erasing all
the data stored in it (see p.197). This is one reason
why it is a good idea to make periodic backups
(transfers of your Organizer’s stored information) to
a PC or some other Organizer, so that the
information can be reloaded in case the Organizer
has to be reset.
5.
6.
Enter your full address.
Press
to move the start of the next line.
Press ENTER when done.
A message appears confirming the owner information has
been set.
Setting the Owner’s Information
The Owner’s Information comprises your name, address
and telephone number. You can choose whether to have
this information displayed each time you turn the Organizer
on, by setting the START-UP option to ON using the above
procedure.
MENU
twice to display the PREFERENCES
1.
Press
menu.
10
2.
Select SET OWNER INFORMATION and press
ENTER
.
The cursor starts in the NAME field.
3. Enter your name, then press NEXT
.
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4.
Enter any password up to seven characters long.
Letters, numbers, and symbols can all be used. This
text box is case-sensitive, which means that upper-
and lower-case letters are treated differently. The
password “SHARP”, for example, is different from the
passwords “Sharp” or “sharp”.
Locking the Organizer
The Organizer’s LOCK function allows you to keep selected
information in your Organizer secure by locking it with a
password that you specify. Entries that you have marked as
secret cannot be accessed until the Organizer is unlocked
using the password. Individual entries can be marked as
secret, so that only someone who knows the password can
access them by unlocking the Organizer. Note that this
password is completely different from the one used for the
ASK PASSWORD feature within the SET START-UP
DISPLAY options (see p.183). Marking entries as secret
has no effect until the Organizer is locked.
☞
Choose your password carefully. If you forget your
password, there is no way to bypass the Secret
function or enter a new password without losing all
data marked as Secret. It is strongly recommended
that you use a password that you will always be able
to remember, but which other people will be unable to
guess.
CANCEL
to
ENTER
5.
Press
to store the password (or
Turning on the Lock
cancel the operation).
MENU
twice to open the PREFERENCES
1.
Press
menu.
All entries marked as secret throughout the Organizer will
then be hidden and will not be accessible until the
Organizer is unlocked by giving the correct password.
2.
Select SECRET from the menu, then press ENTER
.
A message appears warning you not to forget the
The SECRET submenu appears.
3. Select LOCK ORGANIZER, then press
password. If you have any doubt about whether or not you
will always be able to recall this password, write it down
and keep it in a safe place.
ENTER
.
The LOCK ORGANIZER window appears prompting you to
enter a password.
6.
Press ENTER
.
T
appears on the display, indicating that any information
you mark as secret will now be hidden. The unit itself can
still be accessed until you turn on the ASK PASSWORD
#10-2-1 Display
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186
feature in the SET START-UP DISPLAY window. See
p.184.
The SECRET submenu appears.
2. Select LOCK ORGANIZER then press
A window appears, prompting you to enter your password.
ENTER
.
Marking/unmarking entries as Secret
3.
Enter your password exactly as you registered it
(remember that the password is case-sensitive,
distinguishing between upper- and lower-case letters).
You can mark or unmark any entry as secret in Edit mode.
1.
Open the application containing the entry you want to
mark as secret.
4.
Press ENTER
.
2.
3.
Display the entry in Edit mode.
T
If the password is correct,
disappears.
MENU
Press
menu, select SET SECRET STATUS and press
ENTER
twice to display the PREFERENCES
If the password is incorrect, a message appears indicating
this.
.
5.
After unlocking the Organizer, access any entry you
want using the normal procedures.
☞
If the Organizer has been locked (which hides all
secret entries) an entry which has just been marked
as secret will remain displayed until you move to
another entry. Once you leave the entry marked as
secret, it will be hidden together with all other secret
entries (for more information, see the next section).
☞
If you forget your password, you will not be able to
unlock the Organizer and access your secret
information. If this happens, you will have to delete
the old password to be able to continue to use the
Secret function. This will also delete all entries
marked as secret. For a full explanation of what to do
if this occurs, see below, p.188.
Accessing Secret entries
Entries marked as secret are not shown in any of the
Organizer’s display modes when it is locked, and cannot be
accessed using any of the search methods. To be able to
recall and access secret entries, the Organizer must first be
unlocked.
10
2nd
➛
You can use
to find only those
SEARCH
entries marked as secret once the Organizer is
unlocked (see p.63).
MENU
1.
Press
twice to open the PREFERENCES
ENTER
menu. Select SECRET then press
.
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The SECRET submenu appears.
Automatic Relocking
ENTER
3.
Select DELETE PASSWORD, and press
.
Once a password has been registered, even if you unlock
the Organizer using the procedure above, the Organizer will
automatically lock itself each time you turn it off. This
automatic relock feature protects your secret data in case
you forget to relock the unit. The feature remains in effect
as long as a password is registered. To disable this feature,
the password must be deleted once the Organizer is
unlocked.
#10-2-3 Display
4.
5.
Enter your password exactly as you registered it
(remember that the text box is case sensitive
distinguishing between upper- and lower-case letters).
You can also lock the Organizer yourself at any time:
MENU
twice to open the PREFERENCES
1.
Press
menu.
Press ENTER
.
A message appears indicating that the Organizer is
unlocked. Entries that were marked as secret can be
accessed until a new password is registered (to register a
new password, use the procedure for Registering a
password on p.186).
ENTER
2.
Select SECRET then press
.
The SECRET submenu appears.
3.
Select LOCK ORGANIZER and press ENTER
.
T
appears, indicating that the Organizer is now locked.
☞
Remember that if you delete a password while the
Organizer is locked, all secret entries will be deleted
as well. The Organizer will not remind you of this!
Changing or deleting the password
To register a new password, the current one must first be
deleted.
If you forget your password...
If you have forgotten your password, the only way you will
be able to delete it and continue to use the Secret function
is to delete all entries marked as secret.
MENU
twice to open the PREFERENCES
1.
Press
menu.
2.
Select SECRET then press ENTER
.
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MENU
twice to open the PREFERENCES
1.
2.
Press
menu.
Changing the Calendar Display Format
The Organizer lets you change the default Calendar
display to one you find more convenient. There are two
aspects to changing the display: setting the monthly format,
and setting up the Calendar. You can use these options to
set up a way of working that you prefer.
ENTER
Select SECRET then press
.
The SECRET submenu appears.
3. Select DELETE ALL SECRET DATA, and press
ENTER
.
A warning message appears asking if you are sure you
want to delete all the secret entries. If you have forgotten
your password, you have no choice but to proceed.
Setting the monthly format
You can set the Monthly and Two-month views in the
Calendar application to show the weeks in either a
Sunday-to-Saturday format (this is the default) or a
Monday-to-Sunday format.
Y
4.
Press
to delete all secret entries. This will then
allow you to enter a new password.
☞
If you set ASK PASSWORD in the SET START-UP
display to ON, and forget your password, you will
have to reset the entire Organizer, thereby erasing all
the stored entries and information (see p.197).
In the Calendar application:
MENU
, select SET UP WEEKLY FORMAT,
1.
Press
then press ENTER
.
A submenu appears. The current setting is indicated by an
asterisk.
2.
Select the desired format and press ENTER
.
10
The Monthly view is then displayed accordingly.
Setting up the default Calendar view
You can set up the Calendar to show either a Monthly or
Daily view each time the Calendar application is opened.
The default setting after initialization is the Monthly view.
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MENU
twice to display the PREFERENCES
In the Calendar application:
1.
2.
Press
menu.
MENU
1.
Press
press
, select SET UP DEFAULT VIEW then
.
ENTER
ENTER
Select SET UP DATE FORMAT and press
.
A submenu appears. The current setting is indicated by an
asterisk.
A submenu appears. The current selection is marked with
an asterisk.
2.
Select the desired format and press ENTER
.
3.
If the desired format is not already selected, move to
it and press ENTER
.
The current calendar view does not change. However, the
desired format is used the next time the Calendar
application is opened.
Selecting the Bold display font
Setting up the date format
Since the Organizer’s display is fairly small, you may find
the displayed information easier to read if all characters
appeared in a bold style, which is slightly thicker than
normal.
Almost all Organizer applications require a date to be
entered at some point. The default format for date entry is
“MM/DD/YYYY”, where MM is the two-digit month, DD is
the two-digit day of the month and YYYY is the four-digit
year. The date will be displayed as “MMM DD, YYYY”,
where MMM is the three-character abbreviation for the
month name. However, you can choose instead to have the
date entered in the format “DD.MM.YYYY”, which will then
be displayed in the format “DD MMM YYYY”.
MENU
three times to display the TOOLS
1.
Press
menu.
If bold font has not yet been selected, no ✓will appear next
to the menu item SET BOLD FONT.
2.
Select SET BOLD FONT and press ENTER
.
For example, in MM/DD/YYYY format, the date July 4th,
1996 will be entered as “ 7/ 4/1996” and displayed as “JUL
7, 1996”. However in DD.MM.YYYY format, the same date
will be entered as “ 4. 7.1996” and displayed as “4 JUL
1996”.
All characters on the display will then appear in bold style.
☞
This option only affects the way information appears
on the Organizer’s display, and does not affect the
way the actual information is stored or printed.
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Appendices
A. List of Key Notations
Key
Representation in Text
Function
CALENDAR
Opens the Calendar
A. List of Key Notations
application.
B. Resetting the Organizer
C. Troubleshooting
SCHEDULE
TO DO
Opens the Schedule
application.
D. Battery Replacement
E. Specifications
Opens the To Do application.
Opens the Ann application.
Subsequent presses switch
between ANN1 and ANN2 files.
ANN
Opens the Tel application.
Subsequent presses switch
between TEL1, TEL2 and TEL3
files.
TEL
USER FILE
Opens the User File
application. Subsequent
presses switch between USER
FILE 1, 2 and 3.
Opens the Clock application to
display the time and date on
the built-in clock.
CLOCK
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Key
Representation in Text
Function
Key
Representation in Text
Function
MEMO
Opens the Memo application.
Turns the Organizer on.
Interrupts printing or data
transfer.
ON
ON
OUTLINE
Opens the Outline application.
OFF
Turns the Organizer off.
OFF
MONEY TRACKING
Opens the Money Tracking
application. In Index mode,
+
/–
CzCE
ª
Calculator application function
keys.
+
M
–
M
RzCM
CzCE
RzCM
subsequent presses display each
account’s Index view, as well as
the All transaction list. When
Account information is displayed,
subsequent presses alternate
between displaying the current and
X
–
+
–
M
M
+
=
%
X
+
–
opening account balances.
AM PM
CANCEL
AM/PM selection. Automatically
activated in appropriate
applications.
MENU
Opens application’s menu,
PREFERENCES, TOOLS and
PERIPHERALS menus.
Clears an unstored entry.
Cancels a selection, menu, or
operation to return to the
previous display.
2nd
Calls the Search function.
SEARCH
CALC
Opens the Calc application.
•
Subsequent presses switch to
paperless printer mode, to date
calculator mode, cost/sell/margin
calculation, then to cost/sell/markup
calculation, then back to standard
•
Opens a new entry in an
application.
NEW
NEW
Clears field contents when
entering or editing data.
NEW
Calc Mode.
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Key
Representation in Text
Function
Key
Representation in Text
Function
¶
EDIT
Edits the currently selected or
currently displayed entry.
Selects text for deleting, cutting
or copying.
EDIT
˜
˜
Displays the pop-up list
Moves the cursor one line
˜
containing available choices for
the currently selected field.
Only works for currently
down. Scrolls the display down.
˜
2nd
Moves the cursor to the last
line of a display in the Memo
application. Moves the cursor
to the last line of a field in other
applications.
selected field. Only works for
currently selected pop-up
˜
fields, indicated by
.
§
Moves the cursor one character
to the left.
˜
Selects text for deleting, cutting
or copying.
§
2nd
Moves the cursor to the
beginning of a line.
'
Moves the cursor one character
to the right.
§
Selects text for deleting, cutting
or copying.
'
2nd
Moves the cursor to the end of
a line.
¶
Moves the cursor one line up.
Scrolls the display up.
'
Selects text for deleting, cutting
or copying.
¶
2nd
Moves the cursor to the first
line of a display in the Memo
application. Moves the cursor
to the first line of a field in other
applications.
Steps up through entries/
screens. Continues to search
backwards for a keyword.
PREV
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Key
Representation in Text
Function
Key
Representation in Text
Function
2nd
2nd
2nd
2nd
2nd
J
Steps down through entries/
screens. Continues to search
forwards for a keyword.
Enters accent marks: `, ´, ˜, ¨,
^, respectively. Press the key
then type a letter to create
accented characters.
NEXT
K
B
J
L
K
L
N
B
N
1
0
1
0
–
–
–
–
Enters numerals 1–0.
BS
Enters a carriage return.
The backspace key. Deletes
the character to the left of the
cursor.
BS
Switches the letter keys
between upper and lower case
when pressed. Enters a symbol
in white above a key when held
while the key is pressed.
Z
Z
A
A
Enter the letters A–Z.
2nd
T
Stamps the current local time at
the cursor location in an entry.
T
CUT
Cuts a specified text/picture or
a selected entry to the
clipboard for pasting to another
location.
2nd
2nd
2nd
CUT
2nd
2nd
P
D
Prints the current display when
a printer is connected.
P
D
X
Stamps the current local date
at the cursor location in an
entry.
COPY
Copies a specified text/picture
or a selected entry to the
clipboard for pasting to another
location.
COPY
PASTE
C
HELP
2nd
HELP
Calls the on-line help feature.
H
PASTE
Places a text/picture in the
V
clipboard at the cursor location.
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Key
Representation in Text
Function
Key
Representation in Text
Function
–
2nd
Checks off the SECRET ONLY
box in the Search and Filter
functions.
2nd
Press this key then another key
to access any second function
indicated in blue above the key.
Also accesses keyboard
shortcuts.
–
2nd
2nd
2nd
2nd
W
E
Moves topics in the Outline
W
E
application.
Accesses a user word list.
WORD
WORD
Expands/collapses topics in the
Outline application.
✓
Accesses the symbol menus.
SMBL
SMBL
M
Enters the French character ç.
M
,
,
Checks off the To Do entries.
✓
Enters “✓” as a symbol.
,
Enters a comma.
The space key.
SPACE
INS
,
,
SPACE
INS
2nd
Enters the German character ß.
Enters apostrophe.
Toggles between insert and
overwrite mode when entering/
editing data. Creates a new
topic in the Outline application.
.
.
.
Enters a period. In calculations,
the period entered from the
keyboard acts as a decimal
point.
.
Deletes a character at the
cursor position when entering/
editing data. Deletes entries
when viewing data.
DEL
DEL
:
Enters colon.
CAPS
Caps lock key. Switches the
letter keys between upper- and
lower-case modes.
CAPS
Deletes a line at the cursor
location.
DEL
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195
Key
Representation in Text
Function
B. Resetting the Organizer
Executes operations. Stores
entries in memory. Opens the
Edit mode.
ENTER
ENTER
A strong impact, exposure to an electrical field, or other
unusual conditions may render the unit inoperative, and
pressing the keys will have no effect. If this occurs, you will
have to press the RESET switch at the bottom of the unit
using a pen or similar object to be able to continue to use
the unit.
2nd
ENTER
Stores an edited enty as new,
leaving the original
unchanged.
Receives data via the infrared
port from an OZ-5500.
GET
SEND
2nd
GET
Sends data via the infrared
port to an OZ-5500.
SEND
Prints the selected entry when
a printer is connected.
SEND
☞
• A condition that makes the unit inoperative may
erase some or all of the data stored in memory.
• Do not use anything breakable, anything with a
sharp tip or anything that might break to press the
RESET switch.
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196
Y
☞
• Do not press
data in the unit.
in step 3. Doing so will delete all
All reset operation
If the unit still fails to function after it has been reset
using the procedure above, or you have forgotten the
password to be entered in the start-up display, you will
have to reset it using a slightly more complicated
procedure:
• However, if you have forgotten the password
required at start-up, you have no choice but to
Y
press
in order to use the unit, but losing all
your data in the process.
1.
While pressing and holding ON , press and release
the RESET switch.
ON
A message appears.
2.
3.
Release ON
.
N
Press
.
The built-in clock and any set daily alarms are reset.
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197
C. Troubleshooting
D. Battery Replacement
Refer to the list below for solutions when the unit is not
functioning properly before contacting your local SHARP
dealer.
General guidelines
The Organizer uses the following types of batteries:
Problem
Solution
Use
General
operation
Type
Size/Model Qty.
The display remains
blank after pressing
• Adjust the LCD contrast
(see p.50).
• Install new batteries
(see p.199).
Alkaline batteries
LR03 (L30)
CR2032
2
1
ON
.
Memory backup Lithium battery
Poor display contrast.
Adjust LCD contrast (see
p.50).
There are some extremely important points to remember
when installing new batteries:
The Organizer is turned
on, but pressing keys
has no effect.
Reset the Organizer
(see p.196).
☞
•
Do not remove the operating and backup batteries
at the same time. Doing so will result in the loss of
all data stored in the unit’s memory.
“Not enough memory”
displayed.
The Organizer’s memory is
full or nearly full. Delete
unnecessary data. (You can
check the amount of free
memory using CHECK
MEMORY in the TOOLS
menu. See p.67.)
•
•
•
Backup all important data before replacing the
batteries.
Replace the two operating batteries at the same
time with new batteries of the same type.
The memory backup battery installed at the factory
at the time of manufacture may have become
depleted during shipment and may not have the full
battery life indicated in the specifications.
The alarm does not
Enable alarms using the
TOOLS menu (see p.131).
sound at the set time.
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Caution:
3.
Slide off the operating batteries cover.
• Keep batteries out of the reach of children.
• Remove batteries from the unit when they become weak
or when the unit will not be used for a long period of
time. Leaving weak batteries in the unit may cause
battery leakage and damage from corrosion.
• Do not dispose of batteries by fire as they may explode.
Replacing the operating batteries
4.
5.
Remove the old batteries by pulling the ribbon tab.
BATT
When using the Organizer, if the
symbol appears at
Insert the two new batteries on top of the ribbon tab,
taking care to position them correctly according to the
plus (+) and minus (–) terminals, as shown below.
the top of the display, the operating batteries should be
replaced as soon as possible. To confirm this, turn the
Organizer off and then on again. If the display shown below
appears, replace both of the operating batteries
immediately.
#Display E-2
6.
7.
Replace the cover.
1.
2.
Turn off the Organizer.
Set the battery replacement switch to NORMAL
OPERATION.
Set the battery replacement switch on the bottom of
the Organizer to REPLACE BATTERIES (a red dot
will appear).
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If nothing happens when you press ON
:
Memory backup battery life:
• Setting the battery replacement switch to REPLACE
BATTERIES shuts off power to the unit. Check that the
battery replacement switch is set to NORMAL
OPERATION.
✱ Approx. 4 months (when the operating batteries are
depleted)
✱ Approx. 5 years (when the depleted operating batteries
are promptly replaced)
• Repeat the above battery replacement procedure step
by step.
☞
Do not try to replace the memory backup battery if the
operating batteries are weak. Doing so may result in
the loss of all data in the unit. If necessary, replace
the operating batteries before replacing the memory
backup battery.
Replacing the memory backup battery
The Organizer’s memory backup battery has an expected
life of approximately five years under normal conditions
(temperature extremes can shorten the life of the battery).
Replace the memory backup battery every five years or
whenever the following display appears.
1.
2.
Turn off the Organizer.
Set the battery replacement switch on the back of the
unit to REPLACE BATTERIES (a red dot will be
visible).
#Display E-5
3.
Remove the screw holding the memory backup
battery cover in place.
WARNING:
When the operating batteries are depleted, replace them
promptly with new batteries. If depleted batteries are not
replaced, the memory backup battery will be drained more
quickly than normal. This in turn could cause you to lose all
your data when the operating batteries are replaced.
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200
4.
Remove the memory backup battery cover.
If nothing happens when you press ON
:
• Setting the battery replacement switch to REPLACE
BATTERIES shuts off power to the unit. Check that the
battery replacement switch is set to NORMAL
OPERATION.
• Repeat the above battery replacement procedure step
by step.
5.
Remove the old battery using a pen or a similar
object.
6.
7.
Insert a new battery with the plus (+) side up.
Replace the memory backup battery cover and secure
it with the screw.
8.
Set the battery replacement switch to NORMAL
OPERATION.
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Maximum data
size per entry
Memo:
16 Kbytes
E. Specifications
Outline: 32 Kbytes for an entire
outline
Model
OZ-5500
2 Kbytes for each topic
Display
240 x 79 dot matrix liquid crystal
display
Tel/User File: 2 Kbytes for text data
Other applications: 2 Kbytes
User interfaces
Other features
Keyboard
Electronic unit section
Applications
Secret function, data transfer, search
function, help function, et al.
Calendar, Schedule, To Do, Clock,
Anniversary, Telephone, User File,
Memo, Outline, Money Tracking, Calc
Calculator
Digits
Memory capacity
256 Kbytes (User area: Approx. 206
Kbytes)
10
Schedule application capacity:
Approx. 3,260 entries
Functions
Addition, subtraction, multiplication,
division, constant, square root,
percent, memory calculation, date
calculation, paperless printer, cost/
sell/margin calculation, cost/sell/
markup calculation.
Tel application capacity:
Approx. 3,040 entries
These capacities assume the following
average entry sizes and only apply
when all the available memory is
committed to a single function.
Clock
Schedule:
Tel:
32 characters/entry
16 characters/entry in
the name field
Crystal oscillation
frequency
32,768 Hz
12 characters/entry in
the number field
Accuracy
Average variance per day, 1.5
seconds (at 25°C/77°F)
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Display information Year, month, day, day of the week,
hours, minutes, AM/PM, city names.
Battery life
Battery life may vary depending on
usage.
Operating batteries:
Time system
12-hour or 24-hour
•
Approx. 80 hours (2 months of 1
hour continuous use per day)
Continuous display at an ambient
temperature of 23°C (73°F)
Approx. 55 hours (1.5 months of 1
hour continuous use per day)
Searching data for 5 minutes and
display on for 55 minutes per hour,
at an ambient temperature of 23°C
(73°F)
Other functions
Display of date and time for various
cities around the world.
Enable/disable daylight saving time.
•
Peripherals and data transfer interface
IR transfer
Cable jack
Up to a distance of approx. 80 cm.
15-pin connector
Common
Memory backup battery:
Power
Battery:
•
Approx. 4 months (when operating
batteries are depleted)
Main supply:
3 V ... DC, alkaline batteries
(LR03 x 2)
•
Approx. 5 years (when depleted
operating batteries are promptly
replaced)
Memory backup:
3 V ... DC, lithium battery
(CR2032 x 1)
Operating
0°C to 40°C (32°F to 104°F)
temperature
Power
0.23 W
consumption
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Dimensions
Open
160(W) x 164(D) x 9.2(H)
mm
6-5/16(W) x 6-15/32(D) x
3/8(H) inch
Closed
160(W) x 89(D) x 18.4(H)
mm
6-5/16(W) x 3-1/2(D) x
23/32(H) inch
Weight
245 g (0.54 lb) (including batteries)
Accessories
Alkaline batteries LR03 x 2, lithium
battery CR2032 x 1 (installed),
operation manual
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204
Index
Auto power off 50
B
A
Battery
Accessing
Installing 43
Secret entries 187
Life 203
Accounts (see under Money Tracking)
Adding
Memory backup 200
Operating 199
Replacement 198
Blocks
Copying/moving 161
Working with blocks of text 61
Bold Font 190
Accounts
(see under Money Tracking)
Categories: Money Tracking
(See under Money Tracking)
Categories: To Do 85
Topics 110
Transactions
(see under Money Tracking)
User’s city 129
C
Calc(ulator) application 117
Date calculations 120
Using with other applications 121
Calculations
Alarms
Daily 130
Disabling all alarm sounds 131
Schedule 79
Changing part of 119
Examples 124
All reset 197
Ann(iversary) application 90
Application 51
Opening 55
Keys 42
Assigning
Inserting figures into 119
Performing 117
Date calculations 120
Cost/price/margin calculations 122
Cost/price/markup calculations 122
Paperless printer mode 118
Calendar application 69
Setting up the initial display 70, 189
Due date 81
Priority 81
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Calendar view
Local city (Clock) 126
Checking
Daily 71
Monthly 70
Monthly Goals 70
Selecting 69
Current time/date 66
Intermediate results of a calculation 119
Memory 67
Two-month 70
Time in a city 128
Weekly 71
Caring for the Organizer 40
Categories
Checking off To Do entries 84
Clock application 126
Collapsing outline families 114
Copying
Money Tracking application:
Accessing by category (Filter) 143, 147
Adding 146
Blocks of text 61, 161
Entries 162
Assigning to transactions 139
Category list 139
Deleting 159
Create Activities (Calendar) 72
Cursor 60
Customizing
Editing 146
Index display 101
Preset 145
Tel/User File applications 102
Cut 62, 161, 162
To Do application:
Accessing by category (Filter) 87
Adding 87
D
Assigning to entries 85
Category list 86
Deleting 87
Daily alarms
Setting 130
Turning on/off 131
Daily view 71
Editing 87
Changing
Date calculation 120
Date format 59
Setting 190
(see also Customizing)
Bold text 190
Calendar format 189
Display width 106
Date stamp 163
Daylight Saving Time (DST) 130
Assigning to a city 130
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Enabling/disabling 130
Decimal point setting 123
Deleting
Entries 75, 84, 92, 97, 105, 110, 141
Emulation
Printer 170
Entering
Monthly goals 82
Subtopics 114
Error indicator 122
Expanding families 115
All entries in an application 65, 76, 88, 92, 98, 106,
113,158
All To Do entries in current view 88
All Secret entries 189
Money Tracking Categories 159
Filtered entries 166
Line in a calculation 120
Schedules over a specific period 77
Single entries 65, 76, 88, 92, 98, 105, 112, 157
Text 61
F
Families
Collapsing 114
Expanding 115
Topics 112
Restructuring 115
Using the application menu 65
Display
Fields 59
Filter function 165
Setting the LCD contrast 50
Symbols 53
Deleting filtered entries 166
Turning off 166
Display modes 56
Turning on 165
Edit mode 57
Index mode 56
Finding entries 63, 72, 75, 82, 91, 96, 104, 109
(see also Search)
View mode 57
By date 64
Using keywords 63, 75, 83, 91, 97, 105, 109
Using the Calendar views 72, 75, 83, 91
Using the Index mode 63, 75, 82, 91, 97, 104, 109, 137,
140
E
Edit mode 57
Editing techniques 59
Editing
Font
(see also Revising)
Categories 87, 146
Changing Bold style 190
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H
Help 53
M
Manual
Index 54
Conventions used 39
Organization 37
Marking entries as secret 187
Memo application 103
Memory check 67
Menu 52
I
IN BOX 178
IN BOX Viewer 178
Index mode 56
Infrared transfer
Setting up 174
Notes on 175
Initializing 10, 44
Inserting
Application 73, 80, 89, 93, 98, 107, 116, 125, 132, 160
Peripherals 169
Tools 68
Money Tracking application 133
Accounts:
Text 61
Adding new 135
Topic 110
Balances 136
Installing
Balancing and Reconciliation 152
Deleting 158
Batteries 9, 43
Editing 137
J
Index mode 137
List 137
Joining two Outline topics into one 111
Categories:
K
(See under Categories)
Transactions:
Key beep 51
Keyboard 52
Function/notation list 191
Adding new 137
Deleting 157
Editing 141
L
Index mode 140
Removing 156
Local city 46, 126
Locking the Organizer 186
Special fields 143
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208
Split function 147
Viewing in detail 141
Monthly goals (To Do) 70
Entering 82
Monthly view 70
Moving
Peripherals menu 169
Pop-up list/menu 52
Power
Auto power off 50
Turning on and off 50
Printing 170
Appointments 75
Blocks of text 161
Entries 162
All entries 172
Current display 171
Groups of entries 171, 172
Single entries 171
Topics 111
N
R
New entries
Replacing
Making 58, 72, 74, 80, 90, 96, 103, 107, 137
Memory backup battery 200
Operating batteries 199
Revising
O
Organizer Link 180
Overwriting text 61
Owner Information 45, 185
(see also Editing)
Outlines 110
S
P
Schedule alarms 79
Clearing 80
Paperless printer 118
Part names and functions 42
Password
Setting 79
Schedule application 74
Scrolling the display 62
Search
Deleting/changing 188
Forgotten 188
Registering 186
Paste 62, 162
PC Link 180
(see also Finding)
By keyword 63
By date 64
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209
Search function 63, 75, 83, 91,
97, 105, 109
Entering 114
Symbols
Secret function 186
Selecting
On the display 53
Entering 167
Calendar views 69
Date 72
Display modes 56
Topics 110
T
Templates
Tel 47, 95
Setting
User File 47, 96
Tel application 95
Clock 46, 126
Date format 190
LCD contrast 50
Local city 126
Time stamp 163
To Do application 80
Tools menu 68
Monthly format 189
Owner’s Information 45, 185
Password 186
Topics
Adding 110
Joining two into one 111
Moving 111
Splitting one into two 112
Subtopics 113
Schedule alarms 79
Start-up display 48, 183
World city 49, 128
Setting up
Transactions (see under Money Tracking)
Transferring data 173
Between two OZ-5500
Organizers 174
Calendar’s initial display 70, 189
For data transfer 174, 176
For printing 170
Organizer 12
With an Organizer other than
OZ-5500 176
Points to remember when 181
Single entries 175
Splitting one topic into two 112
Start-up display 48, 183
Responses to 184
Setting 183
Via infrared 174
Subtopics 113
With a personal computer 180
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Turning on/off
Daily alarms 131
Key beep 51
Power 50
Setup display 48
Word wrap 107
Typing in text 60
U
Unlocking the Organizer 187
User File application 95
User File templates 47, 96
User’s city 129
User’s preferences 47
W
Weekly format 189
Weekly view 71
Wireless interface 174
Word key
Inserting words/phrases in an
entry 164
Deleting words/phrases 165
Registering words/phrases 164
Word wrap 107
World city 128
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